Form , HTML Snippet in a Page integration
Hi I have a Page Named Page-1 Page -1 Containts the below Form-1 -> Stateless Form With Two fields Result-1 -> HTMl Snippet My Query is as below When i enter a data to search in Form-1 , i want the result to be displayed in the html Snippet-Result-1 i
Assistance Needed: Adding Company Logo and Phone Number to Printed Report
Hello, I’m using Zoho Creator and need assistance in adding my company’s logo and phone number to a report I’m printing. I’ve attached an image of the report, which is primarily a row in the Report section. Could you please guide me on how to do this?
Add New Values to a Drop Down Field in a form using deluge.
Hi, Here is what I am trying to do. I have an API that returns a list of names. This API is triggered when An Input Field is Created or Edited. Upon calling the API, I want to display the names as a drop down list on the form. Is there a way to do this
Allow a single record associated to a single CRM Contact
Hello. I'm building a form which I need to restrict to create only a single record for each CRM contact. Once I add the Integration field on the form. It loads all Contacts but I need to have available those contacts that doesn't have a record created
Combining Parent form and subform data in a report
Hello, I am trying to generate a pivot table (Matrix) report where some of the fields are in the sub-form, and the other fields are in the parent form. Although they are related, the problem is that the report builder shows me only the fields of the form that I choose to build the report on. If I chose the parent form, then I don't see the fields in the sub-form and vice versus. Is there any tricks to go around that. The tedious way or alternative is to copy each of those elements on the parent
"On Edit" rules do not work when bulk edit
Hi Zoho, I have a report list of many documents. I have a rule that when adding a link to an entry, the "Done?" checkbox goes from "false" to "true". When adding a link to multiple files with bulk edit, the rule do not work and the "Done" field stays "False". when trying again to edit the entries one by one, everything works. Please fix this.... really need it :) Thanks! Ravid
Trick to bulk delete all records
Create an auto number field called TRASH Add the following line of script to your form's Form -> On Edit -> Actions On Success: delete from Your_Form_Name_Here [ TRASH > 0 ];
Related data in CRM databases
I have two data bases say, A and B, in CRM and I am using Creator(Deluge) to manage them. I can create rows in both databases with no problems, however, database B has linked fields with database A. The user can see all the created rows in database B,
Integrate zoho creator with Facebook
Please let us know how we can integrate Facebook with Zoho Creator. We are aware that Zoho Social works directly with Zoho CRM for integration. We are trying to achieve the same integration with Zoho Creator. However, we know that there is no direct integration
Dropdown menu populated from API call on a form?
Hello, I am new to Zoho Creator. I want to understand how I can create a form with a drop down menu that pulls data from an external API. I tried creating the drop down menu first and then looking at the options to see if there is a way to populate it,
How to create this programe?
What steps should I take to perform this program in the attached pic?
Migrate Access Database that is "split" into Zoho
Hello. I have created an Access database that's split. The data/table side is on a centrally shared drive and the clients use a different kind of a file which has the forms, queries, reports, etc. Can a database like this be imported into Zoho? If so,
Creating an audit log of all changed fields
I'm trying to create an audit log to track changes made to any field in a form. It's set to work on Validation on form submission. I've tried using the trusty old ChatGPT but it's getting confused too! Can anyone point me in the right direction please?
Bottom navigation bar
I'm losing money hand over fist because people think when they've reached the bottom of the first page of products that that's all I have. I tried putting instructions telling them go to back to the top and click the arrow on the navigation bar. I worked at Lotus Development (the creators of Lotus 123) for 10 years and I sent the page to my colleages from there as well as friends and relatives asking them if they thought http://GetThemToday.com/spfoods.html was usable or if people were going away
How do I format report records based on a checkbox value?
I have an attendance report that I am trying to format with styles. I have done conditional formatting before in Creator, but this is not working. I have a single choice checkbox field in my form that I want to use as the criteria for the formatting.
Zoho Creator/Portal, user logs in, data prepopulates from CRM
Hey all, I am looking to do the following: User logs into or signs up at the portal They are greeted with a standard form: fname lname email phone address etc. If the user is in our CRM already (based on email address), the form would pre-populate name,
Assistance Needed: Adding Company Logo and Phone Number to Printed Report
Hello, I’m using Zoho Creator and need assistance in adding my company’s logo and phone number to a report I’m printing. I’ve attached an image of the report, which is primarily a row in the Report section. Could you please guide me on how to do this?
is it possible to make an input field read only?
is it possible to make an input field read only?
Publishing a page with a widget
Hey all, I need some help with publishing a Creator page with a widget embedded (in the regular way, not as a snippet). The widget itself appears, but it can't access the record inside a report (which works when the app components are not published).
How to callculate number on record
Example, i have 1 form. And have field Total Peminjaman. I want to callculate with some criteria for Total Peminjaman on record. Im try using collection, just get result like this example: 1 2 i want that to be, 1,2 and i'll callculate 1+2 = 3 Please
Rename a template as PDF
Hello, Is it possible to rename a template when we send it by attachment mail ? For exemple, I've got a template named ""DevisJour"" and when I send it by mail I would like to rename it "DevisJour & N" Thank you for your help
How to restrict embed URLs?
We have a Creator form that I want to only be embedded on approved sites. It looks like you can do this easily in Zoho Forms (here) but I'm not seeing a way to do it in Creator. We have had this set up for a long time, and it would be cumbersome to change
Link to specific week in calendar view
I'm trying to create a custom action to display an event in calendar view, and I'm able to specify the month but on the week view the calendar always opens on the first week of the month. I'm trying to open the calendar week view on the third week of the month making the users click through the arrows searching for the specific event. Is there a way to make the calendar open on a specific week of the month or specific day via parameter? Here is an example of the link I'm using to open on the specific
Can I clear only a section of a form?
I have a form with several sections. Many times we duplicate records and only need to clear a (section) of the form and not the entire form. I know there's a "reset" button for the entire form, but is there a way to make a button which will clear only
Remove alternative Options in Reports.
Welcome everyone, is there a way to remove the option to transform a calendar report into an kanban, list or timeline report? Especially kanban and timeline are confusing in my case. Thanks in advance! Best Regards Jan
Making a Web Service API Request to Third Party Server With SOAP Endpoints
Hello! I am building an application in Zoho Creator to manage course registrations and online testing. I would like to set up the registration forms so that when a student commits the form, a request is made to the third party testing service to add the student as a new user. The testing service API documentation is a WSDL file. The part that I need is formatted as follows: Web service URL to call: https://secure.test.com/webservices/ws_users.cfc?wsdl <soapenv:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
I have one form and a report in a Page. How to refresh the report in a Page triggered by a change in the form without changing/refreshing the form?
Hi, I have one form and a report in a Page. How do I refresh the report in a Page triggered by a change in the form without changing/refreshing the form? Thanks John
How can I make a field visible/unvisible
Hi I plan to expand my form with more information. But before I do this I need to know if it is possible to make fields visible/unvisible depending on selected values in other fields? BR Dennis Skouboe
Introducing Metrics - Zoho Creator's centralised visual dashboard to stay informed about usage statistics
Being such a comprehensive platform, the statistics in Zoho Creator often span many modules (like Users, Portals, and more)—and when there are large numbers of applications, users, and portal users, keeping track of their activities in a centralised space
Why is there no "n days from today"?
(Same would go for months/years). There's: last n days, next n days, and n days ago; but there's not "n days from now" or "n days from today" (opposite of "n days ago"). If I'm wanting to pull up how many service tickets I have 5 days from today, I'm
Dynamic timeline display
I'm looking for a way to jump to a specific date in the timeline view using Deluge. I don't think this is currently possible, unless anyone has any ideas for a workaround? If this isn't currently possible, to me it would make sense to add parameter to
Subform row with a lookup to another subform row in the same Main form
Hi All Could you please point me in the direction of solution to solve this problem. I have a Main form called Ingredients. Inside ingredients i have a sub form called units (standard subform linked to Units form) and another subform called Pricing (linked
Multiple Barcode / QR Code Scanning
Hi Creators, Barcode / QR Code scanning is really nice feature. However, the ability to scan multiple barcodes/qr codes and enter it in a multi line field will improve the speed and efficiency. Regards, Sushanth
Permission query
we have two permission settings i.e 'user permission ' & 'portal user permission' and both have the same setting that we enable for our users, Now those who have access to user permission can see a button on the pivot table, "regenerate" but those who
Updating an existing record through an email link click
My application tracks tasks assigned to individuals. It sends a nightly digest email with each individual's open tasks. I'd like to include in that email a simple mechanism for the user to click a link and mark the task as done. Ideally they'd not have to see a Zoho form; e.g. the link would be a call to a web service, with parameters preset with the task ID. The receiving service would simply select the task by that ID and update the value of the field called "Complete." If the only way to do it
Sub form not updating all rows of another subform
Hello, i have a form in creator that has two subforms in it. both subforms have a dropdown that i am trying to make related. i want to get the dropdown inputs from each row of the first subform and display them as options for a dropdown in the other subform.
Zoho Creator Calendar - Sorting Events
Hi, I have a calendar view to hold the schedule for a group of engineers. I have created a formula field to show the combination of fields I want visible as the title of the event, but I need to be able to sort the list by something other than the event
Focus calendar report on specific date dynamically
Hi, Is there any way to focuse a calendar report on a date using deluge? Thanks
Schedule a function that exceeds number of statement execution limit
Hi guys, I've got an error on a schedule that I'm running to update the age of my service users. It says the number of statement execution limit is exceeded. Each day I use a schedule to run the following function: void update_age() { for each rec in
Can you set a size limit to a Zoho Creator Upload Field
Case: We are interfacing documents we uploaded in a Zoho Creator Form with Ms Business Central. MS Business Central only accepts attachments 5GB or lower. Would it be possible to set size limit to a Zoho Creator Upload Field? So you can already not upload
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