Extracting Account Name from CRM Contact Records in Creator
I'm building a Creator application where customers submit a monthly status report. I'm provisioning a representative at each customer as a Creator user, using the email address that is in that representative's CRM Contact record. Then that representative will log in to my Creator application after each month ends to submit a report. When a representative logs in to Creator, I retrieve the login email. Then I want to look up all CRM Contact records with that email, retrieve the Account Name for
Need a quick help - on delete row
Hi All, I have a form Packing List. In Packing List there is a SubForm "Block Packing List". When i select some item in "Block Packing List" and Submit, that item exists in the other form "List of Items" changes to 'Packaged' Status. When i delete some row in "Block Packing List" i'm changing back that item to 'Available' Status. Everything is fine upto here. Now the Problem is when i delete some row and do a cancel, that item changes to 'Available' Status and that row remains same in "Block
Facebook Connect Only Login
Hi, is it possible to allow users to login exclusively with facbook connect and not show the other federated logins ? (yahoo, google etc) thanks
Null error when saving html view
I have a html view called GLOBAL_SEARCH which I want to modify. I have tried adding in new code and I get a "null" message when I try to save my changes. As a test, I refreshed the page and made no changes to the script. When I clicked Save Script, I still get the "null" error. Why can't I save any changes?
Help with input data field- can you show a link to current entry?
Hi everyone, I know it is possible with input data fields to 'show a link to add new entries' Is it possible to show a link to current entry? So once you have dropped down to an entry in the field, a link shows allowing you to click on it and edit/ update the information? Thank you! Rachel
Open URL problem for Edit
In the Workfolw application i am using an OpenUrl for form edit like: Urlstr = "#Form:Job?recLinkID=" + input.RecID + "&viewLinkName=Inbox&zc_LoadIn=dialog"; openUrl(Urlstr, "same window"); It is working perfect when logged in as admin user and owner, but if i share the application with another user the Job form is not opened, but instead the first TAB /Dashboard in the application. The openUrl call is done in the function Forward. Application is Workflow, and it is open for support. Dan Andersen
Finding Records with an ID in a longlist field
Hi, Form A contains a multiselect lookup of the IDs of Form B. I have the ID of a FormB record and I wish to find all the Form A records that are associated. records = FormA [ ?? ]; Thanks,
Criteria for Lookup Field - Non-Consistent Results
I have a FORM called People, and consider it to have only two fields : NAME COMPANY Second form is 'CATEGORY' with two fields COMPANY CATEGORY NAME I have another FORM called 'Request', with the following Fields NAME - Lookup from form 'People' COMPANY - Single Line CATEGORY - Lookup from 'CATEGORY' using Criteria Category.Company=input.Company Request Detail - Multi Line I have some deluge script on 'User Input' for the FORM 'Request' whereby, I get the 'PEOPLE' record corresponding to the name
Time and Budget management- advanced lookup
So i have created an app in Zoho. It currently has 3 FORMS which are : Timecards, Employee Database, Phase Code Database The fields are : 1. Date 2. Project Name 3. Employee Name 4. Employee ID ( Should Autopopoulate from Employee Database) 5.Employee Trade ( Should Populate from the Employee Database) 6. Phase Code (dropdown from phase code database) I have gone through many forums but it just seems i am not able to get that simple autopopulate right. please advise on that. Also my eventual use
Carriage Returns without XSS security set to low
Hi all I have looked through previous posts to find out how to insert a 'carriage return' in a multiline text field using script and have tried using "<br>" and "/n" however to do this you have to set XSS security set to 'Low'. However I belive that it is now longer possible to do this. Has anybody else come across this and know how to achive this. Script below takes each record and adds two fields seperated by a hyphen to a string then adds the string to the mutiline text field followed by
This is how to display user messages from within functions
I found a useful way to display error messages to users from within functions. This seems to work in all uses of functions except in perma views. 1. Set up a form to store the messages: #Message_Number (Number field) #Message (Rich Text field) 2. Create a view for these messages and call it User_Message 3. Create records for each message you plan to use in your application. 4. Create this function (remember the 'void misc.display_message......' may have to be changed depending where you
Field types don't match?
Hi, I am trying to write a function that will go through a set of records and sum a given field (Field B) if criteria for another field is met (Field A). So if Field A = "Yes" then add Field B to a sum. Below is a function I use to sum all the values in Field B (Man_Months in this case): float TotalJobsCon() { countMonths = 0.0; for each r in JobCreationSchedule [Man_Months != 0] { countMonths = (countMonths + r.Man_Months); } return countMonths; }This works perfectly
create link for downloading
I am uploading a file as an administrator, and trying to share this file with a non-administrator, ideally without necessitating a login. I have found the link, and instructions on how to create it (thought haven't actually successfully used deluge to generated this link). However, when I try to follow this link (by using 'inspect element' in Chrome) I receive an error message: You have logged in as AdministrativeAcct. You are not allowed to access this view. Please click here to login as a different
creating a Link to the website created in Zoho.
Hi, I have a website created in Zoho. I would like to create a link in another website to which it will redirect the user to the Zoho website - to login and access it. So how do do you embed the link? Regards Shavendra
Avoid deleting
I have a form (Cuentas) with a subform in it (Actividades). I want users not to delete any record created in the subform, not just in the vires, i want to avoid deleting when editing the parent form. https://creator.zoho.com/pestrin/amd/#Form:Cuentas (allow support login) Any idea? thanks
Add data to a view using Custom Actions without having to select a record
Hi, I need to load data in a view using custom actions. So for that i don't have to select any record. Is there any workaround to achieve this??? Thanks
Mapping DNS for Custom URL
Hello, I have set up my domain account, created my custom sub-domain, and tried to map my DNS. My domain is hosted by Bluehost and this is how I attempted to map the DNS. Let me know if this is wrong: 1. Went into DNS zone editor. 2. Added DNS record: Host Record: mysubdomain.mydomain.com Type: CNAME Points To: customer-creator.zoho.com 3. Waited 24 hours and tried to go to mysubdomain.mydomain.com, but it only brought me to mydomain.com. Am I doing something wrong?
Problem with fetch
I have an employee database and puting in employee information in another form. So obviously i am looking to autopoulate ID field automatically when a name is selected from a dropdown. So after watching a few fetch and set variables tutorials i am still unable to find out what the problem is with my form. I am unable to give the condition employee name==input.employeename because employee name is in numeric field. I am not sure why this is the case because it is a string field. Please help. It
Translate formulas from Excel to Zoho
So I have this excel file with some formulas. I was wondering if there is a way to translate them into Zoho. Not really sure if they will be a calculated fields or a script...I'm guessing a script. Formula 1 - Cuts text at character 80. If string exceeds 80 characters it is cut. Excel: LEFT(IF(A1),80) Formula 2 - Combine two fields into one. Text Field and Numeric Field. Excel: "TEXTFIELD1"&A1 Example: TEXTFIELD1 = Forum A1 = 13 Result: Forum13 Thank you for any suggestions. I really like Zoho. Mike
Saving & recalling MAP variables
Is there any way by which a map variable defined at any stage of form can be saved and later recalled for use ? For example on load a map variable is created and saved. The same map variable is recalled in form when other function such as submit or any custom button script is evoked.
Zoho.currenttime 1 more day??
How to use zoho.currenttime 1 more day to a field in the form? Thank you! ------------------------------------------------------------------------------------------------------------------------------------------- Solved! Used as follows: data_fim = (zoho.currenttime + '0W:1D:0H:0M:0S') It worked perfectly. Thanks to all!
API Name for subform rows
Hi From where do we get to know the API names for the fields of different rows in a subform. For example, if there is a subform called "Items" and it has fields "Item Name", "Item Price" and "Quantity", how can i assign the input value of these fields to CRM fields? For example: I have fields in CRM as "Item Name 1", "Item Price 1" and "Quantity 1, "Item Name 2", "Item Price 2" and "Quantity 2", "Item Name 3", "Item Price 3" and "Quantity 3", "Item Name 4", "Item Price 4" and "Quantity 4"? How
captcha/verification code not working - Firefox & Safari
Hello - I'm testing a form I created and embedded into my webpage using the following browser applications: Firefox 3.0.7 Safari 3.2.1 On neither one am I able to successfully submit a form because the form returns the message "Please enter the correct verification code." I can't find a resolution to these problems on your forum. Please reply with a current solution. The verification code capability is the reason I chose your service.
Creator timeout
I asked this a while back have had no reply. Come on folks, it can't be that hard! I just need to know how long it is before Zoho Creator logs you out or drops the connection, if you load a form and then wanter away for a cup of coffee. Is it half an hour? Ten minutes? More importantly, can this setting be tweaked anywhere? I have some people that need to run training courses, and the last thing we want is for the system to time-out before the clients click Okay!
Service aplication
Hi all I need some help. Our company services printer and we need to create an application where our clients can log a serive call online. The application then needs to send a mail to our service department and to a technition to start the job. Every day the application should send a list of all the service calls that needs to be done on that day. We also need our technition to log on to a new application and states of the job is finished and what parts has been replaced. That application should
Is there any onload event for a view just like that for a form???
Hi, Is there any onload event for a view just like that for a form??? If no, is there some workaround for the same ??? Thanks
New Zoho App Builder
I was creating a New Apps, when i tried to change my Apps name disappear for my Apps List, i don't know why, I was searching in my explorer historial, I saw the link when click in this link send me a message like this You have logged in as eylin.cedeno. You are not allowed to access this application. Please click here to login as a different user. Click here to go to your Home Page. Can someone help me!!!
Access restriction by IP address or range (urgent!)
Hi I seem to remember having seen somewhere that access to Creator apps can be locked down to specified IP numbers. However I can't find this feature anywhere now, and can't find any reference to it in the documentation. Has this been disabled? Anyone got a reference URL or some advice for me??
Can ZOHO......?
Hi, I'm a regional manager for a Hotel management Company and I'm hoping for an online data solution for the following goals: 1) Each hotel can login to a central system and enter their hotel's information (weekly & monthly). 2) This data can be combined to provide a company performance sheet of all hotels. 3) Data can be selectively shared to owners (i.e. 2 hotels may only be shared with one person). 4) Data is stored in such a way that future modifications can be made to present old data in different
Upload and read CSV file line by line
I am looking for a way to upload a CSV file and read the contents line by line. I have the form named CSV_Importer and the field name is CSV_Upload So far I have ... for each row in CSV_Importer [CSV_Upload != ""] { echo row; } I'm familiar with PHP and can script in Python , but I'm not understanding the syntax because the above gives me errors in the script builder.
Help Needed
I am looking at using zoho for my small business. It is just me. I do about 15-20 invoices a month and have about 50-100 or so clients. If I just use the free account, how fast will I eat up that space and size restrictions? I don't know much about all of that. I don't want to end up having to pay $25/mnth when there are cheaper options out there so I don't want to start using zoho if I quickly run out of space.
How to create a button in a custom view, that prints the view?
I have a custom view, that's generated from a stateless form. I'd like to give user a button to print the data. I guess it can be a button in the stateless form?
Show/Hide View Columns dynamically
I think it'd be cool to be able to do this. For example, based on zoho.loginuser, show certain columns to different users. With a database to define user roles, we can even customise whether columns appear according to roles.
how to create a lookup of zoho users
hi i am loving this zoho creator! i would like to create a dropdown menu that contains other users of this same application. ie. all users with access to this application. how can i do this? also would like to filter this list so if i have added the user to a specific group then they should appear in this list. keen to move on this as this prodcut looks good for our company cheers Lathan
Import Connection Error
Hello, I get an error when after giving Zoho Creator access to my Google account. It will not connect when I try to import contacts. Any ideas? Thanks Aaron
HTML inside a list view
Hi! Is it possible to add an html piece of code in a list type view? I am trying to put a green rectangular block in one of the columns of the list view. If yes, plz tell how?
Restore fails. Does backup/restore function?
I'm at a stage of trying to import old data into a newly built app. Not wanting to kill it with dodgy old data I duplicated my project export/imported all existing lists and created a backup of it. Under Backup Apps I now see mandoe-tech-dev v1 2013-05-13 13:59:01.0 Download Restore Seems good! When I hit restore I'm presented with a dialogue in which I can change the name of the retored app if I want, I went with the default "mandoe-tech-dev_new". After the all to brief restore process I browse
URL based filter on lookup fields within a view
Hi Guys, I have tried to keep this simple, I have the following table relationships: Client ----< Properties ----< Assets (i.e client has many properties, a property has many assets). The Assets table has these fields: #Property (lookup) #Asset Name #Asset Number I have a view that displays: #Client (related field to property - Linked) #Property #Asset Name #Asset Number This works fine, except I am not able to include a filter in the URL that filters on the client field (e.g. ...#View:Assets_View?Client=Sorbon)
Favicon
I noticed that in switching between domain and personal accounts the favicon is not transfered over. It seems to take the one from the domain account over the personal account. BTW, I switch back and forth because I have shared workspace apps with clients that disappear in the domain account. Cheers, John Whitney
Inject parameters in string
Hello to all, May be it will be usefull for somebody. Very ofthen I need to construct string values in such a way: some_value="Bla-bla-bla "+thisapp.somenamespace.somefunction(input.ID)+" sdfgsdf:' "+input.someInt.toString()+...... and so on And when you need to change text - you waste so many time to find and change all quotes, to close them. You can use this function to inject parameters in string value like this (f is a name of application with functions) someValue=f.print("User _1 changed value
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