Importing Data to update and not add
I'm very new to Zoho created and tried searching the forums for the answer. Nothing I found has helped me make sense of how to do this. I created a app based on an excel spreadsheet but no matter what I do, whenever I import data it duplicates the record. I have a field I would like to use as a unique identifier, but I'm not sure how to tell my app that. Any assistance, even a link to a tutorial on creating functions in the workflow of the app, would be very helpful. Unfortunately I can't share
How can I transfer data from Production to Development environment?
Hi, I am using Creator V6 and would like to bring all the data in production to the Development and Testing environments? Is there an easy way of doing that or I have to export and import each table?
replace all
I would like to be able to replace the quotes in a string. For example if the input for Description is 4" cap I would like to on success replace the " with (in) I have tried <variable>=Description.replaceAll(""","in") ; and receive the error Improper statement. Is there a way to replace the "
OAuth 2 for customer portal
In Zoho Creator, is it possible to set up an OAuth 2 connection with an external service (in this case - Zoom) for customer portal users? Specifically, I want each user to be directed to an authentication page for Zoom, and then have the connection established
Create a Submission Form with the ability to Save and Return at a later date
Hello ZOHO Geniuses! We're trying to create a submission form that can be sent to a user which they can begin filling out, save and then return to at a later date to complete. The conditions are: 1. The same URL given to multiple people. Initially for all, the form will be blank. 2. User can create a New Submission or Continue on a previously left off one. 3. If they select New Submission, a unique FORM ID number will be given to them to write down and use for future lookup. 4. If they select Continue,
[Free Webinar] Creator Tech Connect Series - Directory stores and device management in Zoho Creator using Zoho Directory
Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into
Zoho Creator is just blank, I can't create anything.
When I open Zoho creator I'm presented with...nothing. I can't import. I can't create. I'm just presented with a blank work area and no options.
Creator Simplified #6 : Create custom buttons for multiple records using form object
Hey Creators! It's learning time! Requirement Perform actions for multiple records in a single button-click using a form object. Sample Use-case In an employee management app, the HR needs to send a mail on a button-click to all employees regarding a
Paste Image instead of uploading
Is there a way in Zoho Creator to accept pasted images from clipboard instead of uploading individually?
Get CRM Contact ID from Contact Lookup field
How can I get the ID of the CRM Contact Lookup field: How can I get the ID of the selected CRM contact so that I can use getRecordsByID so I can pull the contacts data from the CRM? Please advise. Thomas Pursifull
Follow lookup field link in subforms or reports
What am I missing here - there appears to be no way to drill into a record linked to as a lookup field, either in a subform, or as a column on a report. How is a user supposed to be able to quickly navigate through related records? Please add a magnifying/drill into button next to lookup fields, or make lookup fields displayed in reports a clickable link. Please refer to the attached screenshots - as you can see I can create Master/Child set up but then there is no easy way to drill into a child
Is there a way to have zoho connections use the logged in users information instead of posting as me?
For example in my Creator App I have a few OAuth Connections that I created to link different Zoho Apps. The "System Connections" perform as expected, where the Logged in user is the one who posts the content. However, for any non-system connection everything
Custom action or link in related block in detail view
Hello. I have a detail view of a report where the subforms of the main form appear as related blocks. I would like to create a button with a custom action for each record in the related block or a link that would open the report for that record but it
INSERT IMAGE IN FORM AND WRITE ON IT
Hello, I have a vehicle transport company and I want my drivers to be able to use Zoho and complete a photo of a vector vehicle. The idea is that they can put symbols or letters (X damage, E dent, B Dent) on the image. Do you think its possible. How to
How do I get a hot link to and an updated field to be send via email
So when I new record is created there is a url shortcut to the new added record, thanks :)
Link Images to a Excel Report
When I export to a spreadsheet. How do I get it to create a link that goes to my image. Right now it shows up in Excel as: /sharedBy/appLinkName/viewLinkName/fieldName/image/1510098844838_Image_07-Nov-2017_18_54_03.jpg
Missing record from multiple record creation
I have made a deluge to create multiple records based on date as below z = input.Total_Number_of_Sessions; x = z - 1; y = input.Interval_between; var = input.Start_Date_Time.daysBetween(input.End_Date_Time); iterationString = "".leftPad(x).replaceAll("
How do add more than three columns In creator.
Hi there, I am recreating an Excel quote form in creator, and part of that form has multiple columns that are needed how do I do this in creator, thanks :)
Popup / Expand option not showing for Subform with less than 20 rows in Zoho Creator
Hi Folks, I am working on a project. Where there is a subform with around 15 Columns. In order to see other columns, we need to scroll to the right. We have a popup option for Subform, with which we can view the subform data in a popup view. But the issue
Fetch Records within a Date Range
This seems like it should be an easy thing to do, but I can't get the syntax right. I want to fetch all the records in a form that are within a certain date range, say the last six months. I have seen syntax like this rec = Contact [ID != 0] sort by Added_Time range from 1 to 5; referenced here: https://www.zoho.com/creator/help/script/fetch-records-within-range.html I do not understand, however, how a range for Added _Time can be an integer like 1 to 5. I would think if it as a date-time field.
Restore Deleted Records
Today I was the victim of accidentally bulk deleted records. The process to get them back is onerous, long, difficult, and almost impossible. I would love to request the following feature. The record audit tool is a great tool and can show me all the records that were just deleted. It would be great if you could add a button next to each record that was recently deleted, to restore that record. And maybe even select many of them, and then click restore to the whole group. This would make it so that
Making form fields mandatory dynamically - input of one field changes if a field is required or not
Hi all, I am trying to see if there is a way to dynamically change if a field is required or not - I found some forum posts from years and years ago about workarounds and showing alert messages, but nothing that was recent so I wanted to see if it is
{"4834":"Invalid Ticket Id"} as response of ACCOUNT_POTENTIALS = zoho.crm.getRecords("Potentials");
Today all fetchs to zoho crm give me the error {"4834":"Invalid Ticket Id"} All calls that I made are of the style ACCOUNT_POTENTIALS = zoho.crm.getRecords("Potentials"); crmResp = zoho.crm.getRecordById(("Accounts"), input.Cuenta_ID); etc. I have found some post with this issue and it seems that it's related with the auth token.... but i don't know what i need to do to fix this issue. Could you help me?
How to add or reduce the number of columns in a form based on the value of a field from another form ?
Hello, I'd like to know if it's possible to add or reduce the number of columns in a form based on the value of one (or more) fields from another form. The idea would be to be able to have a form with date columns that would vary according to the company's
How to restore values of a deleted field?
Hi, Lets say I'm editing the development environment of an app. The app has a form, I deleted a field named "field1". But in the production environment, there are several records of the form that contains values in the same field. Now in the dev environment,
Zoho Creator's v2 API GET Record - Detail View Missing Fields
As the Title said. I tried to use Flask request.get() and Postman and both of them only showing a some of the fields availiable. It seems it's showing what's in the Overview and not real Detailed data fetching. How can I get this field? I feel Detailed
Duplicate a row in a subform
Hello, I want to either duplicate the previous row that has been populated in a subform or better still copy some of the fields using code. Any ideas? Is this possible?
How do I list all users and their email addresses within an application?
The application I created is a system where by users submit issues. An admin will then assign the issue to a particular user (not necessarily the one who submitted it). Obviously I need to create the users in the Setting page and allow them access to the parts of the app that are relevant to them. My question is this: Is it possible to create on a form a dropdown box that will show the available users or do I need to create the user a second time within a table (ie. Name, Email, etc...)?
Passing data from form to subform
I have successfully passed data from Form to Form and subform to subform but cant find any information on how to pass from a form to a subform. Let me explain; I have 2 forms, A and B. Form B is embedded into Form A as a subform. I want to achieve the
Try to get a work flow to work on CRM
So the work flow is meant to send a reminder e mail 40 days before the contract ends. Tried a few things and cant seem to get it to work, also is there a way of testing this instead having to wait for the trigger time. Thanks
[Free Webinar] Learning Table Series - Creator for the Technology Industry
Hello Everyone! The Learning Table Series is a free monthly webinar that runs for around 45 minutes. It's offered to our Community users and aims to provide a dynamic learning experience by demonstrating how Creator can be used as a solution for various
Upload Image from ZOHO Creator to ZOHO CRM
#Tips & Trick of the Day data = Ar[ID == 4227213000000688005]; myImage = data.Site_Picture.replaceAll("/sharedBy/appLinkName/", zoho.appuri); myImage = myImage.replaceAll("viewLinkName", "All_Ares"); myImage = myImage.replaceAll("fieldName", "Site_Picture");
Formula field not working properly
I have an input field "Basic" and some other fields and one formula field "Total" in a form. When I input data into "Basic", then an workflow runs (on user input). The workflow populates some values and puts those into other fields. The formula field
Formula fields do not update
Hi, I've found that the Formula field does not update it's results dynamically if any of the data changes. I wondered, are formula fields supposed to update? Many thanks, Katie
Issue in Zoho Creator in Billing Page
Hi Team, I have found an issue on the billing page in Zoho Creator. In the application usage, I noted that the ‘User Connection’ usage appeared twice.
Matrix Choice - Is it possible in Creator?
Does anyone know if creating a matrix/grid choice type questionnaire is possible with Creator? I wasn't unable to find anything via KB or Forums. The only mention of things similar are over 10 years ago and appears to have gone nowhere. By matrix choice,
Any way to refresh publish page?
I have published page that include: 1 - stateless form (published) 2 - report (published). the stateless form has a field for user input and a button. I've created workflow for the stateless form button click that do some updates for the records showing
Zoho incorrectly interprets incoming email Content-transfer-encoding when charset is not UTF-8
In nordic countries (Norway, Sweden, Denmark, etc.), Microsoft Outlook default setting is to produce email headers like this: Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable or Content-Type: text/html; charset="iso-8859-1"
Boolean operators
Why can't I use != (not equal to) when comparing 2 booleans?
Tip 33: How to create custom forms and reports using widgets
Hi folks, In this month's tip, we're going to talk about how to use widgets to create custom forms and reports in your Creator application. But, before that, let's cover a few basics. What are widgets? Widgets help you extend the capabilities of your
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