Join Creator and CRM
Join Zoho Creator with CRM Hi, I made a webform using Zoho Creator which I inserted on my webpage. Is it possible to save/duplicate the records from Creator in Zoho CRM?
urgent - old entries left report
hi everyday use reports today in one of report - old entries do not appear, but new added entries - appear well what was wrong? may be fault in internal programs?
Como hacer un reporte con muchos formularios? / How to make a report with many forms?
Quiero hacer la consulta a un cliente pero a la vez me tiene que mostrar los registros de los formularios que esten vinculados a este. I want to query a customer but hang time has to show me records of forms that are linked to this.
creating a summary field from another form in a report
not sure how to explain this, but here goes: I have a form called Items. Items contains two fields: item_name and item_price. I have another form called Master List. Master List contains a number of fields, one of them is a lookup to a third form called Room. Master List also contains a lookup field to the Item form, retrieving the item_name. I wish to create a report on Master List, grouped by Room, that shows the individual rows and gives me a total of item_price. However,when creating the report,
Conditional form feeding web-to-lead
I have a web form that walks users through a series of questions and essentially records the answers in their web session. Once they have finished, if they pass all the criteria, they are presented with a form that allows them to input name, email, phone and submit. The submitted form comes with the answers to the questions in the form of an email. Is there a way of doing this with zoho creator, or other means of doing a more conditional web-to-lead form?
Error Message when changing expression in formula Field
7I am receiving this message when I change the expression in a formula field. What is intended for it to say?
Added_User not returning a name but a "numeric string"
I have several portal users who are inserting records into a table. I need, for an email, to list the users along with the records they have entered. I am trying to find the users with the following statement (or nearly). UserList = Table[TableReference ==SearchReference].distinct(Added_User); I have also tried UserList =( Table[TableReference == SearchReference].Added_User).getall(); with the same result. What I get in UserList is a 'numeric string' - looks a lot like a row reference ID to a table
How to remove item from picklist which have been selected in previous entries in a subform context?
Hi! I have a subform with two fields: Item and Qty. Item is a dynamic picklist. I need to remove item from the picklist every time I add a new row. I'm stuck as I cannot get the picklist to work. Here is my code: \\This part is where I count the number of entries in my subform\\ On Add Row for each recA in Collection_Tracking { recCount = 0; for each recB in Collection_Items { recCount = (recCount + 1); } } \\ \\ \\UsedList is a List variable updated with a Multi-Line field
Create relationships between two existing forms
I have two forms with existing data in them. They are not linked; one is master and the other child. How can I link them together with a key to foreign-key relationship? Thanks!
How do i change for new pricing plan?
Hi, I am on the "old" pricing plan. How do i change for the "new" pricing plans: https://www.zoho.com/creator/pricing-comparison.html Kind regards Bo Thygesen
Decision Boxes Aligning Right
In one of my Applications, as of three weeks ago, all of the decision boxes starting aligning to the right of the form. All other applications have remained to the left. Is it something to do with a new setting I have missed? Can anyone shed any light? Thanks
Can not delete field / form.
The function getUsersTeam did once exists, but was deleted long ago. I continue to receive this error.
Publish URL?
All, I have a free Zoho account and have created a one-form application and would like to make it available publicly. According to this help page, https://www.zoho.com/creator/help/forms/publish.html, the Publish URL button should be available for me app. However, it is not - neither it nor the Embed URL buttons are available. Would you please help me figure out how to publish this app? Thx.
href help
Hi, I am trying to hyperlink a text "Website" with the URL . But something is wrong with my script so I am getting below result. Script : input.UPM_links = "<a href=" + TV_Station [ID == input.TV_Station].TV_Website + ">" + "website" + "</a>" ; could any please help me Thanks Arfater
Mandatory Field
Hi, I generated ID field is in Single Line so set as a Mandatory field.Its working no pblm but i want change that error line For Ex: Duplicate value found for "ID" how can i change this text .Its possible or not Please reply me immediately. Thank You.
Question share from list / consulta compartir desde lista
Español: Buenas me gustaría saber si existe la Posibilidad de compartir por medio de una lista armada . Espero se comprenda la inquietud y disculpen la traducción. Ingles: Good I wonder if there is a possibility of sharing through an armed list. I hope the concern is understood and excuse the translation recordUsers { email={user1@tes.com, user2@test.com........} (String) } recordItemShare { type = {"section, form, view, page"} (String) nameObject = {"form1, form2, section3, list1......"}
Export a Form to be used as a template
Good day, Could you please tell me how do I export a Form to import as a template in other application? If I create a New Form with the template option only the current app forms will be displayed, but I have my form in other app. Best Regards,
Cannot customize mail notification
In form builder, I cannot customize the mail notification. When I click the link to do so, I get a blank page. Please help!
subform suddenly broken, need help please!
Hello! I’m having a problem with a subform in my application that suddenly started behaving strangely. There are four fields in the subform that are not working now. 1. 1. Event Name is a text field that pulls from the master form in which the subform is embedded. 2. Event Date is a date field that pulls from the master form in which the subform is embedded. 3. Event Type is a dropdown that pulls from the master form in which the subform is embedded. 4. Site ID
Url Image Field Deluge Update
Good day, I have a product catalogue, each item have a Url Image, I want to update the Url Value with Deluge when every new product is created, I use the same syntax to feed a url on a plain field but in the Url Image field nothing happens. iniciolink = "<a href="; mediolink = (" target=_blank>"); finallink = "</a>"; thumblink1 = "http://www.zhingenieros.com/zoho/productthumbnails/"; thumblink2 = ".jpg"; thumblink = thumblink1 + "1" + thumblink2; input.Image = iniciolink + thumblink + mediolink +
How to create a report that shows items with zero dependencies?
I am trying to create a report that has two tables (forms as they're called in Zoho), one table is Stores, the other is Accounts. The Accounts form has a field has a foreign key from the Stores table. How do I create a report that shows me how many Stores do not have a foreign key associated with data in the Accounts table? The MS-SQL equivalent of the results I would like to see in the report would be: SELECT s.Store_Name FROM Stores s WHERE s.Store_Name NOT IN ( SELECT
Getting login prompt on published page with embedded report
I have a page with a report embedded in it using the "Embded Form/Report" option in script builder. When I publish the page and access it using the permalink, I can see all the page contents but the report area prompts for login. Is there a way to avoid this login prompt? I do not want to use the widget option as it will create an iframe on the page, I prefer embedding it as a div using embed report option. Any pointers on this will be of tremendous help. Thanks
Error: You are not allowed to access this application
Shared users with Zoho accounts cannot access my application (forms/views). Only the admin account can access applications. Users show up under Account Settings - Manage Users. Accounts are active, and set as users. (Setting to Developer had no affect) Under Edit This Application - Share Tab - Users have All Forms and Views. Green checks on all forms/views when clicked. Under Edit This Application - Views Tab - xxxxx View - Actions/Set Permissions - users have Add/Edit rights. I have seen that
Calendar View Display
Hi, Is possible display 2 fields from one record in Calendar View? Is possible sum two column total?
Which Subscription or PlanLevel
Hello and thanks in advance for answering my post. I'm a little confused by the different subscription levels. I am currently a under the enterprise level. It includes 4 users at $15 per month. I am creating a prototype lead manager for my networking group. We have 40 people in the group who will be users. $15 per month will be too expensive for them. My group is part of a much larger group that could include hundreds or even thousands of users, but I need to get started with the lower numbers.
Object-linked Custom actions
Hello! I'm trying to implement in my application the following conception - using of standart Object-linked Custom-actions: You can check here (click on Client name): https://creator.zoho.com/smt_online/custom-actions-test/#View:Projects1 For example, I have Forms: Clients, Orders, Projects and so on Each Form (or Object) has accosiated standart custom Actions, which are used very often, and you need to do these actions from different places of your App: Clients: rename, block, check_status, send_notifiction
Join us for Zoholics Developers 2015!
Hello everyone, Save the dates for Zoholics Developers conference. Yes, we are happy to announce this year's developers conference to be held on February 25 - 26, 2015 at Pleasanton, CA. Zoholics Developers is an exclusive event for Zoho Creator users, developers and partners to come together and share their experiences of Zoho Creator. Come join us for the event and get a chance to meet the Zoho Creator team and the experts from our developer community. Also, we have plans to host a dedicated
Inserting invoice to Zoho CRM via Zoho Creator methods
Hi guys, I can't find any documentation on adding product details to an invoice via Zoho Creator. Here's what I've tried so far based on this forum post for the XML API. In that post, it seemed that you needed to nest <productDetails> within the invoice payload. That doesn't seem to work for Zoho Creator. Am trying to import invoice data from InfusionSoft and this is the stumbling block. void add_invoice_to_CRM(Invoice_Forecast_from_InfusionSoft forecast) { //create the CRM vs Creator fields
Insert into another form "On Success" action
HI, I have two form FormA and FormB . Where in the FormA there is a String field "TV station" and this "TV station" field is used as a lookup field of FormB. What I would like to do is when user adds a new TV Station in the FormA and will it automatically insert a Records in the FormB Since in the formA TV station is the string field and in the FormB "TV Station" is a lookup field so I am getting error, Could any one please help me ? FormA: FornB:
Sat. - Fri Custom Report Filter
Is it possible to create a report filter that will only display records from the current week, and to define the current week as Sat. - Fri.?
Organize app menu by dragging menu items in live mode
Hello, Is't possible to allow to Administration users to change menuitems order by dragging them in Live mode (in same Section or move to another Section) - now it's very slow to do (in my App - I have 24 Sections and 476 Menu items - so it's a big job to reorganize it - and also you need always to switch to live mode or refresh page to take a best position of item)
using a variable throughout a form
I am having trouble figuring out how to use a variable throughout a form. On Edit/On Load, I am trying to store a field to a variable that can be compared to the same field/input On User Input further down the form.
Question about Pivot Charts
Hello, I want to create a custom action to show data with Pivot Charts. How do I create pivot chart for selected record use custom action in header?
Admin only fields in subform do not get updated in script
I've identified a serious defect with admin only fields. I have created s simple order app to demonstrate this defect. An Order record has a subform of Order Items with a quantity, unit price and total. Please see app: https://creator.zoho.com/didgenero/bug-reports# (Support access is enabled) As admin user: 1. Click on Order Item Report and edit a record. Change quantity or price and note that the Total updates as expected. 2. Click on Order Report and edit a record. Change quantity or price and
Need to publish page with embedded report
I am trying to publish of page that can work without a zoho creator login. I published the page and got a permalink which works fine. But, I have a report embedded in this page using "embed report" feature in script builder. This report is throwing a login page when I try to access this published page without login. Any ideas on how to embed a report using permalink in a page as a div? I do not want to embed it as a widget resulting in an iframe.
Seriously STUMPED
I have an inventory form and I'm working on an auto order process. Any part that falls below the users preset levels is displayed when the user clicks on the button [Auto Order]. I populate the items to a checkbox list to allow the user to select which items they may want to order. I just discovered zoho does not place any value on a loop "do, for, while" which is the part that really has me "CONFUSED". Using a loop it would be an easy process to extract the quantity, part number and description
Button that convert all fields to Null
Hi, I have a form like below which has around 40 lookup fields so sometimes I need to have to all fields to null (means "-Select-" ) , at this time I need to go through all fields to set them as null . So I would like to have a button or something like that so it converts all fields to Null . Could anyone please help me how to do that Thanks Arfater.
Noobie Question
HI There, I am brand spanking new to Zoho, but from what I see, it seems to be the best solution to my business needs.We are a niche medical Human resources firm that places doctors in clinics for relief work. I wanted to know that if I host my business site with zoho, would I have he ability to create have my customers log into their account and view their account information and request new positions available/pending requests/transactions/account balance/ etc . . uing the various tools available
zoho.currenttime - why no milliseconds?
Some time ago I wrote a pseudo random number generator that relied on the following statement to return a long value representation of the current time : zoho.currenttime.toLong() This no longer returns millisecond values. Why is this and when did this change?
Creator calling a function in order to display records in a report / list
I have been trying to accomplish this for a long time as well, but no luck yet. Could someone assist me? I want to display a list that queries all assets that are associated with the current user's (zoho.loginuserid) company. In our scenario licenses should be available to our customers companywide instead of associated to a specific user. list My_Licenses { displayname = "My Licenses" show all rows from Add_Asset [(Company == helpdesk.getRequesterCompanyName())] ( Asset_Name
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