Getting ZCRM to trigger ticket creation in ZDesk
Hi, I'm wanting to integrate our CRM and Desk so that when a Lead is converted to a won project, it automatically creates a ticket in Desk that pulls the client information from CRM to populate the ticket. I'm thinking the easiest way to do this will be to create a form in Creator that pulls the information from CRM and then uploads into Desk. Is this possible? How do I trigger this process to happen automatically upon conversion of the Lead in CRM? Does anyone have any links to example scripting
Filter report by users' department
Hey everyone, I have a question about reports. I can filter own records of a user by Added_user == zoho.loginuser criteria. On my app each user has a deparment and department have many users. So I want to filter a report by department of the logged in
Need help converting a report. Columns to rows.
I have a form that takes input from a user making a check request. They choose which line item to charge the request off to, and type the amount that should go to that budget line item. They can choose to distribute the money across up to 5 line items.
FIeld Rules not executing
I have a form with several field rules. NONE of them is executing. Sidenotes: There are no field rules of type On Create. There are no field rules of type On Edit. All "On user input" workflows are disabled. Why may this be happening?
OCR Field
i can't find ocr field in my zoho creator
Control sort order of subform
how do I control the sort of the items in a subform? for example, in the attached image, I want the dates to be chronologically accurate
Add line breaks to this formula
Hey Everyone, I'm having a hard time trying to figure out how to add line breaks to this formula. input.Notes = "Sets = " + SingleWorkout.Sets + "<br>" + "Reps = " + SingleWorkout.Reps + "<br>" + "Instructions = " + SingleWorkout.Instructions; It should look like this... Sets = XXX Reps = XXX Instructions = XXX but instead it just inputs the values as one line and the <br> as text. Any help would be great. Thanks!
Is it possible to create unique records in a form with multiple dropdown fields?
I have created a form which includes 3 dropdown fields. This form allows me to enter the selection combinations of these dropdown fields more than one time into it. I'm trying to create unique values (combinations) on this form which will then be used as a subform and each unique value (combination) will be assigned to multiple records on the main form. How can I achieve this task?
How to specify Digest Authentication in HTTP Header for POST Request?
I can't tell what the requirements are to establish Digest Authentication session with the creator Post URL function. I see a number of examples for basic, but none for digest.
Cannot capture data in form, I already fixed this.
error Error details: Error in executing On Add - On Success script Usage Limit Reached Line:(1)
Deleting all entries in other forms with references to the given form entry when deleted
Hello! I was wondering if there was a way to get a reference to the asset you are deleting in a workflow. I am currently setting up a system that has an "Asset" Form, and I want to make sure that when an asset is deleted it deletes all entries in various
Add Task if based on sub-form input
Hello, I have Brands containing a Voting sub-form. Voting contains the following fields: - User - Rating I would like to create a workflow so that whenever I add a Voting User to a Brand, it will create a task for that user if the Rating is null. I have
ZOHO CREATOR RUNS SOOO SLOWLY!
Anyone else have regular issues with this? Trying to edit records is painful and unusable sometimes
Report Columns width
Is there any way to control the width of a column in a list report? limit num of chars? Thanks
CUSTOMISE REPORTS LOOK AND FEEL
Hi, Is there a way to customize the report format in terms of giving color code to header line etc.. while exporting it or while sharing it through schedules. Thanks
Customer Portal Page Customization
About the customization of login / signup / password reset pages in Customer Portal. I am trying to reflect the clients brand, but there seems limited options. How to change the styling of the included forms. Eg default light blue colour of titles and buttons? I am confused by this post https://help.zoho.com/portal/en/community/topic/customer-portal-improvement where I see screenshot of highly customized signup page. This is my interface attached. Can I load additional CSS somewhere in the page?
How to have list of dates
I'm wondering how to have a list of dates and times, where they can be entered using calendar display functionality. The purpose is a tracking/logging app.
Populate a lookup field
I've been searching for an answer to this question. I've been able to auto-populate a field using: input.Notes = "sample text"; without any problems. But when I try and set a field that is a lookup it does nothing. For example, I have a service code field
Allow more super admins
We need the ability to add more than one super admin to a site. Currently my boss is the only that has super admin because the business is just starting out. Eventually the business will gain so much data that one person will not be able to adjust everything without large delays especially in new businesses that don't have a set model for how their website and data organization should look. With that in mind Zoho isn't that scalable in terms of website management because your limiting customization
Form does not load
If I am not logged in, the form is stuck in loading mode. I can see the form title, and a little spinning circle but the form fields do not load. This form is public. Any idea as to why this happens? How do I fix it? http://creator.zoho.com/d2x2/smyths/form/2/
Trying to create a lookup field formula for text and I only get numbers
Newbie here. I have a Project application and in it is a New Project form where there is a text field for the title of the project. I have an Assignment form that has a lookup field for the title of all existing projects. It also has a field for the person I want to assign a task to. I have a formula field that is supposed to give me the name of the project and the person assigned to it (So I can use that in a To-Do form later on). Every time I select a project in the Assignment form it returns a
sending email in html + css
Hi, How do I code a custom email with html with css coding? I've using an email template with css. Can I put <head> <!-- If you delete this meta tag, Half Life 3 will never be released. --> <meta name="viewport" content="width=device-width" /> <meta http-equiv="Content-Type" content="text/html; charset=UTF-8" /> <title>ZURBemails</title> <link rel="stylesheet" type="text/css" href="http://zurb.com/playground/projects/responsive-email-templates/stylesheets/email.css" /> </head> Regards Umar
Submit form to web service - can it be done with Zoho?
I love the drag and drop fields on the web form, and I'd like to use Zoho as my custom form builder. Is Zoho Creator capable of submitting content to a Webservice URL? Here's the form: https://creator.zoho.com/jcsieben/portal/form-perma/Web_Submission Thanks in advance, Jeff
Find/replace in a Zoho Creator report (spreadsheet)
So far I think Zoho Creator can do everything I need without coding to make a product database ... But I need to be able to find/replace across the spreadsheet view (report) of my information. Zoho's email support suggested that I use Deluge script. Can anyone give me a quick description of you to say find all the instances of the word 'axelotl' and replace them all with 'axolotl' across all of my data and all of my fields? When I'm viewing the spreadsheet report of my information (in 'Access this
Mobile numeric keypad not showing for decimal, currency or percentage field types.
Normally a numeric keypad is presented in mobile view when the input field is a numeric value. This works with the "Numeric" field type, but when the "Decimal", "Currency" or "Percentage" field types are selected, they revert to the normal qwerty keyboard.
Zoho Creator API - Get the value of the logged in user
I have an api that I wish to return a list of sites where the added user matches the zoho.loginuser. I can write the criteria: https://app.zohocreator.eu/api/v2/XXXXXX/APPNAME/report/Location_Report?criteria=Added_User="zoho_username" but is there anyway
Creator Ver 5 Keyword Extraction and Wordcloud
I am using the new AI feature of Keyword Extraction to capture the keywords used in data entry. I then want to create a Wordcloud to visually display this data over a set of records. Zoho Sheets can generate wordclouds by requires each row to capture
Password protected form?
Is it possible? I'd like to invite outsiders to get a survey/poll. Airtable has this ability.
First Working Day of the Week in Australia
Is there a way to change the default First Day of Week in Zoho Creator? Currently it defaults to Sunday but in Australia it is a Monday. This is going to be a huge problem if there is no way to change this for Australian customers dealing with Factory
Sort Column chart X Axis
I have a chart where the X axis is Months. How do I sort it so it is in the proper order?
Subform file insert
Is there a way to get a subform file field insert to work ? The same script works ok for other fields but not if the field is a file field Deluge show the file field as string, and it works to copy across forms but inserting in a subform fails with this
Sync fields in different forms
I have a form called Clients and a form called Policies, which has a lookup field "Client Name" One client can have multiple policies. Both forms have a "Inactive" decision box field as well as a "Inactive Date" field. What I need is when the inactive
Is it possible to create a dashboard button to invoke the data import routine directly? Thanks
I would like to bring this up directly: Thank you. Patrick
Can we set "Don't Import Data" as the default on the second screen of the import routine?
Can we set "Don't Import Data" as the default on the second screen of the import routine? Thank you. Patrick
Show fields in Pivot table
Hello. I have a Form with 3 fields: Task, Role, and Responsibility. For each Task, a Role can have different Responsibilities. For example, having Task1 and Task2, and Role1, Role2 and Role3, the data rows could be: Task1, Role1, Responsibility1 Task1,
Updating custom fields in creator
I'm trying to update a sales order with the id of the component that is linked to it in our creator app when a new item is saved. However, the custom field that I made for the id isn't being filled in. Does anyone have any thoughts as to what I'm doing
Finite State Machine
Having worked with Deluge for a few weeks now, it's become clear that Deluge isn't a programing or scripting language. This inherently means that they don't include features like counted or conditional loops, infinite recursion, or other features that
Filter report by current month
I have a report with a dropdown month field. I need to filter the report to only show records for the current month I have tried: Renewal_Month == zoho.currentdate.getMonth() Renewal_Month == zoho.currentdate.toString("MMMM") I also created a formula
Script dependant on radio button selected
I cannot define my radio button... How it is setup now: When the user selects the "Recall" radio button as the "Appointment Type" the hidden field "Recall W.O.#" shows.... this works great, however, I need the Recall W.O.# to be filled out by the user.
Filtering Related records
I have a forms named Clients, Policies and Renewals Each record in Clients will have 1 or 2 records in Policies and each Policy will have multiple records in Renewals. There is a lookup field in Policies called Client Name (Clients Form) and 2 lookup
Next Page