Need Formula field in Subform
Hello, On a sales form I have a subform to track multiple services. In the subform I have the following fields: quantity, description, price, labor and now I need a Sub-Total field but I can't add a formula field to the subform. I was going to add a Formula field called Sub-Total to perform the following calculation in each row: quantity x (price + labor). Then I need a Grand Total to sum up all row sub totals. How can I do this? Your help is greatly appreciated. Iram
Import to Subform does not work with lookup fields
I created Import to insert records into Main form and subform. it works just fine when subform has regular text fields. However, it does not work if subform has "Lookup Filed". Here is how I defined Lookup AUDIBLE_US - Staff - Name (App name - Form name - Field name) And here is what I have on excel file (again, it works just fine with regular field and I know that I can select these values in my subform: 1st sheet: PRODUCT ID Narrator_SubForm TEST3 1,2 2nd Sheet REC LINK ID NarratorSub 1 Alexander,
Simple database issue
I have a simple database I will use to track orders for my own purposes, this has been setup on zoho. I require a solution to this problem on zoho: I have one CSV file like this: SalesRecord, ProductCode, TrackingNumber 1 . A001, 2, A002 3, A002 4, A003 I have another CSV file like this: ProductCode, TrackingNumber A001, XX345 A002, XX346 A003, XX347 I want to import file 1 and then file 2 to have database records like this: SalesRecord, ProductCode, TrackingNumber 1 . A001, XX345 2, A002, XX346
Import Bank Statement
To enable me to reconcile my bank account(s), I wish to import bank statements into my Creator accounting package. I know Zoho provide a number of accounting/invoicing etc. solutions and specifically, Books enables automatic bank feeds. Can I access this functionality from Creator?
repopulate dedleted field.
Hi, I need some help figuring out how to repopulate a deleted field. I have two forms, Assignments Form and units form. The units form holds information about the unit "Unit_number, Unit_size" Th data entry, Assignment form holds information about Task assignment" Assignment_number, Unit_number , Unit_size. I accidentally deleted the "unit_size" filed. from the assignment form and now I don't know the Bedrrom Size of the unit assigned/booked. What method could I use to repopulate this filed?
Custom Filter
I can search within a list and get the expected results, however I am unable to save as a custom filter or view, the saving pop up stays permanently on screen. Is this a bug is there a fix
Developer Acess
Hi, I don't seem to have the ability to define a developer in my application. According to the documentation I can do this through the manage user section. When I click to invite the developer it says in the documentation to click "Developer". Problem is there is no developer option. Nor is the Choose developer option under the General tab as in another account I have. I have an enterprise account so not sure why I can't do this. How can I add a developer to my application? Thanks
Help: Pay per user of application
For a new app, I am trying to come up with a payment model. A customer buys a Zoho Creator plan to access Creator. I have an app that I want a customer to pay me per user per month for access to the app. Let's say $25 per user per month. How can I implement this functionality so that a customer of my app cannot add their own users?
Date-Time Operators
For some reason Date-Time Operators is missing in the support content even though it is listed in the outline on top of the page (Type of Operators) The content simply skips them. I need to calculate minutes elapsed out of two date-time fields. I tried simply a substraction (DateTimeField2-DateTimeField1) but issues an error of inpropper estatements. Any help? Thanks Luis
Call a custom schedule to run immediately from a form?
I am looking to to be able to submit a function to run numerous calculations that result in a report. I would like this to be initiated by the user, from a 'submit' button in a form. i.e. 1. User signs on and enters client financial data 2. Once entered, the user submits the information to run the calculations - I would like this to run immediately, but without tying up the user's session. Like initiating a custom schedule, but to run immediately. Is there a way to achieve this? Thank you!
How to list entries associated to an item?
Hi, I have 2 tables: COMPANIES Company Category Ranking Notes JOBS Title Company Category Ranking Notes . In the companies form, I want to list all the jobs associated to this company and be able to click on these jobs to view/edit them To get this, I have tried to use: a Lookup field: You can see it, it is named 'Jobs'. It does list all the jobs from this company, but is not a list of jobs with the possibility to click on it to edit/view a subform: I could not manage it work, I am a newbie. Any
Employee Table and "Zoho.Login User"
Hi All, I'm trying to complete a number of tasks within my request manager tool and whilst I can find several threads that go some way to answer some questions I'm still not sure how to implement the following: The tool I am creating is to track requests for PC's to go out to a customer site or for a request to collect some PC's back to our warehouse. We will be using this across a number of different accounts and would ideally like the one tool to track all accounts. We will also have team members
Modify records from multiple forms
Hello, I have been trying to figure out how to share information across several forms. For example, I have a main form that is used to capture customer information (named Customer) and another that is used to generate an estimate (named Estimate). I am using the lookup tool on my estimate form to reference the customer form and to bring in customer information (named Customer) but I have not figured out how to get the estimate form to publish information to the customer form. This needs to allow
How to count the number of selections in multiselect picklist?
Hello! We have a form (see it live here under Step 2) where the non-prisoner public can select from our list of potential prisoner penpals and give us their email address. (If you use it, please call yourself Test, test@test.com, and only select the Test prisoner records). Currently, we have an email sent whenever a form is submitted to people who review the requested penpals, and only approve it if there are fewer than 5 penpals requested. Ideally, there could be an automatic cutoff built-in.
Repeated (Add New or Add Another) Fields
Is there any way to create a repeated field(s) or form(s)? For example, lets say that there is Text Field is entitled "ChildsName" and a date variable entitled "ChildsBday". Is there a way to have a button that simply lets the end user repeat "ChildsName" and "ChildsBday" to store the names and birthdays of multiple children? I specifically do not want to have to create ChildsName1, ChildsName2, ChildsName3, ChildsBday1, ChildsBday2, ChildsBday3 and so forth while using Hide/Show functionality.
How do I change the font used in a report?
Can I change the fonts of single lines, dates, email addresses etc. in a report?
Zoho Creator SLA?
Is there an SLA for Zoho Creator? A published uptime service level? Required for certain customers. Thanks,
Capitlizing a name...
Just thought this might come in handy for someone . You can use this function to captilize any text. It says name but it could be anything you want it to be string translate.capitalize(string name) { Uppercase_first_in_name = (input.name.toUpperCase()).subString(0,1); get_rest_of_name = (input.name).subString(1); capped_name = Uppercase_first_in_name + get_rest_of_name; return capped_name; }
map tutorial (Beginners)
Hello Zoho Creator fans, I thought I would make a post about some info, tips, ideas, I have around the the Zoho Creator "map" feature.... The map feature can be extremely poweful if you know how to use it. Unfortunately, there isn't a ton of documentation in the Wiki about it's cababilities.. First talk about what a Zoho Creator map is.... A map holds data! You put data in it by first creating a key and then adding a value. This is called a key, value pair. This key,value concept is used in well
Insert field data to email issue
Hi! I want to get email notification whenever a new record added to the DB, and I insert a "lookup"field into the mail template, but when I get email, the value of that field seems not correct, it shows something like: "1929807000000018033" , what should I check to make sure it insert the correct value into that email template ? Regards, James
Problem with 2 Subforms View in HTML
Hi, I have an HTML view called "Product Offer Sheet" based on my form Create_Products. I fetch and display data from the form = no problem (using: rec = Create_Product [ID == input.id.toLong()]) Then I fetch data of on linked form = Problem (using: for each z in rec.Product_Quotes_ID) And then I fetch data of a subform = no problem (using: for each i in rec.Composition) When I try to save my free-flow script, it cannot and the error is mentionning that my used data (for example: z.Payment_Quotes_Customs_Fee)
Invoice ID Field
Hi Team I have created an invoice within Zoho Invoice from Creator. I want to extract the Invoice ID from the mapped invoice. However the following code to populate Invoice_ID does not work. As a matter of fact Invoice_ID, Invoice_Status and Invoice_Sent_Date do not populate at all (these 3 fields need to be populated right after the invoice gets created). gateWays={ "PayPal" : 1, "Authorise.Net" : "", "GoogleCheckout" : "" }; invCustResponse = zoho.invoice.createcustomer({ "CustomerName" : input.Customer_Name,
Add Number / Decimal Field without using a formula Field? Possible?
Add Number / Decimal Field without using a formula Field? Possible? Let me know if it is possible? thank you
How to create a login form to my zoho creater signup form on my website!!!
Hello any body please help me!!!! I created a registration form using zoho creator,and now i need a login form for my website connecting to my registration form data and allow my users to access my site . So please help me regarding the above problem and please explain me in detail about it!!! Its urgent !!!
Get text from a Zoho CRM field in Zoho Creator
As we know Lookup field in deluge script (input.lookup) gets record ID from lookup table(form) regardless our display settings. To access fields in lookup forms we have to use val = formname[ID == input.lookup].field; My question is, if I use a Zoho CRM field in my form with a field ID like Details_ID how can I get the text (and not the ID) of the selected field? For example this one returns the ID Name = input.Details_ID;
Dead-end ZOHO support on dynamic pick list
list = Product [Category == row.Category] sort by Product_Code ; clear row.Items; row.Items:UI.append(itemlist.Product_Code.getall()) ZOHO acknowledges that the code above at https://www.zoho.com/creator/help/fields/add-to-picklist-dynamically.html doesn’t work. I’ve waited weeks in vain for support to get back to me with a solution. Any ideas? Thanks.
In reports, what does the "Like" search function actually do?
The only time "Like" seems to work is when an exact match is found. Therefore it seems indistinguishable from "Is" I would have assumed "Like" should function as a fuzzy string match, like php's levenshtein function. Cheers, John Whitney
Populating information from CRM Modules
So I am trying to use code that I have used previously with no luck. In the past I have used the CRM Lookup to populate fields in a creator form from the Leads Module. It works perfect every time. Now I am trying to do the same but pull the information to/from the Accounts module and get a generic error every time I try it. Code that works: crmResp = zoho.crm.getRecordById(("Leads"), input.Zoho_CRM_ID); input.Company = (crmResp.get("Company")).toString(); input.First_Name = (crmResp.get("First
Using a record as a template for a new record
I'm wondering if this is possible and if my idea of how to do it might work. Maybe someone has an example of this they could share? I want to be able to create a new record that pulls all the value from another record (the template record). The simplest way to think of this would be a drop down that when a value is selected will fill in the entire form. I don't want to code this long hand and instead I want the values to be fetched from another record that is a template already filled out appropriately.
is below stuff possible with Zoho Creator--imp
hi, our Organization basic requirements needs enlisted below 1) Authorization:- Admin assign roles to user then same roles will be approve or reject by Manager , according to that user can access forms. In case if Manager reject role same will be informed to Admin. 2) Sending Mail:- In case there are errors while importing data ,send respected errors as attachment to Manager and user. Then Manager will check data and approve or reject data. 3)Data Import:- When user import data ,same
Embeding Image In Creator from URL of Image Using Deluge Script
I would like to be able to pull an image into my forms image field using it's URL by Deluge Scripting. Here is the URL of the image I want to pull in: http://s3.amazonaws.com/gimages/san432/4169643/21826/Image_1_ae045da0-acb2-0131-847c-22000a1fb1c7.jpg Is this possible? In other words; I want this image to reside within Zoho Creator, not on another server. Thanks for any help.
Confirmation email sending ID instead of contents of Lookup field
I have talked to ZOHO many times but can not get an answer on a very serous problem for me. So serious that I might have to drop my account with them. My confirmation emails do not show the actual data in a lookup field. Instead they show the ID number which is of no use to me. Zoho simply says that is the way their new editor works which is simply insane. I am not sure if maybe Zoho support does not have a good command of English and they are misunderstanding me or they really have designed
Subform field actions not working in parent form
I am creating a sales order form that will have a subform, called products, that has a lookup field that searches ZOHO CRM-Products. The products form also has a quantity field and a price field. I added a field action to the lookup field that populates the price field with the price of the product selected using this: crmResp = zoho.crm.getRecordById("Products", input.Product_ID); x = crmResp.get("Unit Price"); input.Price = x; This works fine. However, when I access the the subform through the
SendMail Not Working
I have a public sendmail form but require users to zoho-login before they can see it. Here's the error Here's the form Cheers, John Whitney
fetch email from zoho crm to zoho creator
having a hard time doing this because i'm a nood :( Hope you can help me guys. Here is the code i use but it did not work :( if (input.Contact_Name != "") { vSearch = "(Contact_Name|=|" + input.Contact_Name + ")"; crmRes = zoho.crm.searchRecords("Contacts", vSearch, 1, 1); if (crmRes.size() > 0) { fa = crmRes.get(0); input.Email = fa.get("Email"); } } Here is the pictures
How to upgrade my zoho account to have new features?
We have been waiting for user permissions and some other features that i just found out are already integrated but only in new zoho accounts! How can I upgrade my zoho account to have these features? Do i need to cancel my entire account and attempt a migration? How can I get these needed features? I wanted to use customer portal but its mostly useless to us if we do not have access to user permissions. Please help me here. Thanks
How do I make a result report for just the last entry added?
Basically I have a report that displays deals that users have submitted. I would like to have a second report that will display the last deal entered. How do I do this? In the creator it seems to have minimum of 10 results. And what option/filter would I use to select last entry for display? 2nd I would like to know if there is a way to have the users select an entry and report it as expired. It is a public report so I don't allow user edits to avoid accidental or intentional deletion of the whole
Unable to set correct variable
I am stuck, and in need of some assistance please. Line 5 (VAR_Tool_State) if I understand correctly should return the newest entry that meets the two criteria stated. However it is returning the FIRST entry made for the tool and serial number combination. Any ideas? Support has access. //ASSETS Current Location Lookup VAR_Location = Assets[(Part_Number == input.Part_Number && Serial_Number == input.Serial_Number)].Move_Asset_To; VAR_Assigned_To = Assets[(Part_Number == input.Part_Number && Serial_Number
Company Info on Form
Hello, I created a form in Zoho creator for Invoices. I have added all of the fields necessary. All is good but at the top of the form I would like to include my company name in case I need to print the Invoice. How can I add/embed the following to the top of the form? Invoice My Company Name Address City and State Zip Phone Thanks. Iram
Find and set null values to 0 in curancy field.
I have a currency field in which I did not set an initial value so it shows up as blank in my view. I now would like to find all null or blank values in my view/report and set them to 0.00 with out impacting the existing values. Please would be very much appreciated. Thank you very much
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