Input Masking
HI, I have a Single Line field "FIELD" that has to contain only digit [0-9] and not contain any other character. Reading other post on the Forum I understand that there is no way to define a mask but on Validate section I can write a Script. The if (FIELD .matches("[0-9]"== false) ...does not work. I don't know the exact number of digit to input in FIELD. Can You help me? tks Pippo
Chat - email address
Hi, I am using the Customer Portal funcionality. Every Customer has to login with His own email. When the customer open a chat he has to enter an email address. Why don't Zoho automatically assign the email address as the login email? Is there a way not to ask the email address in the chat start up? tks, Pippo
scheduling a daily mail to all the customers (customer portal) with attached the customer's Page
Hi, is it possible to schedule a daily mail to all my customers (I am using Customer Portal) with attached a personalized Page (containing information about that specific Customer) ? Is it possible to have the same text information cointained in the page in the body of the mail? tks pippo
Multiple operators for Creator searchRecords API when accessing CRM i.e. And, Or
Hello, The following call to searchRecords, specifying one item of 'search criteria'...when I am retrieving all of today's 'due tasks'... tasksList = zoho.crm.searchRecords("Tasks", "(Due Date|=|" + todaysDateAsString + ")"); But if I want to further restricted this to only Open tasks...then what should I do? The following does NOT appear to work...but it may be that I have got the syntax wrong... tasksList = zoho.crm.searchRecords("Tasks", "(Due Date|=|" + todaysDateAsString + "|&&|Status|=|Open"
Is there a way to create custom spacing of the tabs on the dashboard?
Currently they are side by side. I'd like to group some and place others not used frequently off to the sides.
Autosize on mobile device
Hi, I have what I feel is a very basic question but after building a form and re-checking everything 5 times I can't figure it out... I have build a form which allows people to register for an online ticket (nothing too technical!). At the start when a friend was reviewing (on her mobile) it autosized to fit the screen... now that I'm done it no longer resizes and the form is too big (font and pic). I've checked to see that everything is on 'auto' and I THINK I have everything but obviously not....
Increase file size limitation
I need to have a much larger limit to file size uploads. Most of my uploads stick around 3 or 4 megs but occasionally I have a file that can be as much as 15 megs. This is not that often but I do need this facility. Thanks in advance. Nigel
working days between today and end of month
Is there any guru who can help me? I would like to exclude sundays and holidays. tks
Tip: Add to forms a courtesy display of the record's Created/Modified user & date
Sometimes it is helpful, when on a Form, to know the AddedBy or last ModifiedBy user and date. (Without having to open the record summary or a view that has these columns.) Example: Simply create one function, and then for each form desired, add an Add Note field, and 1 line to OnEdit/OnLoad (takes about 1 minute per form :-) Function: Input is 4 params for created/edited by/date, output is a string containing an <hr> plus HTML table with the data. You can modify the HTML to your liking and since
Sorting grouped records in a report
Currently, the default sort order for records works extremely well for me. I guess this is based on displaying records sorted on ID with latest first. Now, when I group my records by a text field from the parent table (which summarises the parent record), I am forced to sort A>Z or Z>A (in the Grouping box) on that text field but I really want to sort by the parent ID field Z>A but I don't want to display the parent ID. Is there a solution to this?
Tip: Dynamic texts on a Form, including dynamic clickable links
We had been wishing for a way to have dynamic texts on the form, and for some to include dynamic links. Turns out this is available (yay!) and documented . In case helpful, here is some additional info we've found from initial experimentation. Please see that attached PDF for images of some actual results: On form next to lookup field: If a record is selected, add "Edit this Record" convenience link. On form next to attachment: If attachment exists, add link to the attachment. On form next to
Type size in box
About half the time when I attempt to change the size of the font in a RTF box, it will not work, and remains too large. Other times, it will reduce to the desired font size. No rhyme or reason. I highlight the entire note, choose the Type Size, select the one I want, and the selection remains the same with no change. Other times it works fine.
database replaced
I created a duplicate of a database and renamed it as a new project. I then edited the records in the new database saving as I went. However, it appears all the records in the original database were edited at the same time. I now have two databases with identical records both matching the newly created database. It appears the original database became a clone of the newly created database. Any thoughts?
App wont duplicate
Hi I cant duplicate the following app, i have enabled support Thanks https://creator.zoho.com/mrcomputer/signedfast P.S. this is urgent
can't receive emails !!!!
hi there ! is there any one know or simply help me with that thing... i had setup every thing in my zoho domain email and sometime i try to send an email from my gmail and outlook, i receive those email some time but whenever i try to send the verification code from mailchimp to my email i receive nothing... please any one know how to fix, i have done this for more than 48 hours & still unable to receive verification code from mailchimp... thanks in advance
Always show record count
Hi, Is it possible to change the default view in any report to always show the record count? Right now it says "1 of Many" and I have to click on it to get the full number of records in a report. This makes no sense to me - why do I have to click to get the total number of records currently in my report? I'm a new Zoho Creator user with little to no coding experience, so I appreciate any help or explicit instructions! Thanks!
Create Pivot Table rpt always displaying specific date range
Hi, is it possible to create a pivot table report that always displays a date range between days of the week? I would like to create a pivot report that always show the records between Friday of last week and Thursday of this week without specifying date Ranges. I would like to embed this report along with other summarized data in a stateless from as a Dashboard. I have the dashboard configured the way i would like it so I just need help figuring out how to automatically display Thursday through
emailing attachments help please
Hi Within my form I have a subform that holds uploaded documents, PDF, DOC, JPG doen not matter what format. I do it this way so I can upload multiple files. What I want to do is send an email from within my form and attach the document stored in the subform. What do I add here The document subform is called Files The field within the subform is called Documents So what do I add, anyone know please sendmail ( To : input.Agency_Email From : zoho.loginuserid Subject : "Message
Create labels into a lookup field options
Dear All, I would like to ask you if there is any trick or tip of how can I create a lookup field like the filters dropdown (with labels inside the options). For your information, I do not want the lookup to have the functionality of the filters dropdown. Just only if I can create labels like that! In my example the Year and Version are the 'labels'. Is it possible to do something like that with CSS (maybe?) in the lookup fields?
Update a date field when an e-mail is sent?
Hello, Is it possible to auto-update a date form when an e-mail is sent in g-mail? For example, I'd like to have a "Last Correspondence" date field that will auto-update when a certain gmail account sends an e-mail to the e-mail address in the person's profile. Is this possible?
Stripped Zoho Form?
Hello folks, I was wondering if there was any way to get the Zoho forms stripped to embed into the website like a normal php form input box. The current form includes too much padding with the iframe and I would like to simply include the input box which will take in email addresses and direct the user to a landing page / send email upon completion. The form is currently working to expectation, but I'd just like to have the form simplified to input box and submit button following it ONLY. I
Deleting Users
I want to do some clean up. Will deleting users have any effect or anything?
Expense Tracker?
Hi We have a team of 5 people working internationally. Everyone makes expenses using personal cash. Which we then reimburse. I would like if you can tell me how I can create an expense tracker? The features would be: A user enters his expense claim (date of expense, description, Amount claimed, upload of a receipt image/pdf file) After this an administrator will receive info this via email and then approve or reject it Your help is much appreciated Kind regards
View or hide selected records
I'm new to Zoho and databases in general. I get how to create forms, reports etc, edit records and so on. This question is going to seem pretty basic I'm sure, but what must I do to simply view or hide a record within a report? I'd hoped that there would be a checkbox available that alows the record to view or not. Any help with this greatly appreciated.
Indicate that a field is different than a previous record
I have a flat database and associated form where, among other data, the user fills out his address. I also have a question as to whether the person's address changed since their last entry. Frustratingly, my users can't figure out how to fill out the "has your address changed" question accurately. I would like to add a hidden admin field that I can include in a report view that looks at the address the person enters, compares it to all the previous records, to see if the address was there previously.
Over 200 Fields
Hi and I hope you can help. I have mastered the basics of form building and basic deluge script writing. Actually I am quite pleased with myself for what I have achieved so far so thank you to Zoho for this fantastic bit of kit they have developed. Now this project is blowing my mind. I have a client who wants me to create a database that would be an ongoing development plan. Here is my problem. we need nearly 250 fields to make the project work. Now I know the maximum in 1 project as long as they
Lookup value in script
I have a lookup form STATUSES: ID STATUS NOTES NAME 21677000001558756 301 SENT NOTE TO USER; WAITING FOR FEEDBACK TO TAKE NEXT ACTION ITEM. PENDING USER FEEDBACK This form is used as a lookup column in MAIN_FORM1. Whild creating a Deluge script in referring to the STATUSES form, using the STATUS lookup field: for each r in MAIN_FORM1 [STATUS == 301] { r.STATUS = 305; } In this case, shall I use for each r in MAIN_FORM1 [STATUS == 301] or for each r in MAIN_FORM1 [STATUS == 21677000001558756]
Number field help
Hi How do I get a number field to display 09 instead of 9 I am using to sort Thanks
Making a Static Form Field (non-editable for standard users)
I'm trying to find out the easiest way to be able to "lock" a form field after entering information in the record. I want to be able to import records and have my users only be able to edit certain fields but still see the other information.
Scripting lookup from another application
This is from one of your demo apps empRow = Sales_Reps [Email == zoho.loginuserid]; if (empRow.ID != null) { input.Account_Owner = empRow.ID; } I would basically like to do the same thing but my Sales_Rep field is in a different application.I was trying to do something like below but it doesnt let me access the other app through script but it does in look up. empRow = Employyes.Sales_Reps [Email == zoho.loginuserid]; if (empRow.ID != null) { input.Account_Owner = empRow.ID; } I
Display int with commas in html view
I have an html view that shows several numeric fields (forumla values) from a form. When displayed in the html view the take the following format: 1234.00 I would like them to be in the following format: 1,234.00 Is there away to get zoho to show the number value with commas? Thanks Matthew Steele
Zoho Creator with SQL Server connector
I have a few SQL Server instances running. I need Zoho Creator to connect to them for read/write CRUD CREATE READ UPDATE DELETE. Can you guys recommend a good SQL server hosting service, plus a good connector /middleware between Zoho Creator and SQL Server? thanks.
Bulk Edit does not trigger "On Validate" event
I have a logic On Edit/On Validate whenever decision box is checked to recalculate another field "Status". When I edit single record it works fine, but in bulk edit mode it does not work
convert single line field to rich text
After entering more than 10,000 records, I now find my single line field with max of 255 characters is not enough. Is there a way to covert this single line field to a Rich Text Memo field without losing all the already entered data ?
Create a Sales Order in Zoho Books from Zoho Creator
Hi, How do I create a sales order in Zoho Books from Zoho Creator either as an On Add -> On Success action? What script would I use. Thanks in advance, Siya
Using IP Addresses to Limit Form Access
My organization was concerned that people from outside our area could use our public forms. Here's my solution: MaxMind has a free geo-ip database you can download. I sorted thru this to find and define an IP address range for my city and surrounding areas. To make it simple, I'm just using the first octet (66.167.22.1 is just 66 for my purpose). Using this simple line of code IPN = (zoho.ipaddress.getPrefix(".")).toLong();I can now enforce (via the value of IPN) a reasonable level of geo-based security
identify portal user
When a user is logged on and makes a change to a field I want to record that fact. I am using the code... if (input.Live_Status = "Visit Confirmed") { input.Confirmed_By = input.Added_User + " at " + zoho.currenttime; } but it is not returning the portal user it is returning the main account name. What code do I use to identify the portal logged in user. Thanks
choose first 4 characters in a string
How do I choose first 4 characters in a string please
Column Menu hide help
Hi On a file view there is a menu that has Sort Group and Hide Column When in the view I hide 3 columns that I don't want to see in the view but want access to when I edit the record. When that page is refreshed the view unhides itself. How can I set it so a column hides perminately. Thanks
Help with some coding Please
Hi and I hope you can help OK here is what I want to do... I have 2 fields for this task 1 is Post Code (Simple Field) 1 is Agent (Drop down box) In the Agents section it lists what post codes the agents can cover When I input a post code into the post code field I only want the agents that cover that post code to appear in the drop down field for the agent. Hope this makes sense. Nigel
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