There are some common actions that are available in the report without having to predefine them. These actions are available in default position. They are often required because of which they mandatorily appear in the report. The following are the common actions:
The add record icon appears at the top-right corner of the report along with the search icon. This enables you to add a new record to the report. Clicking the add icon opens the Form window. You can fill in the field values and click submit. You will find that the record that you submitted is displayed in your report.
Search enables you to look for specific data within a report. On clicking the search icon, the search window lists the fields of the report. You need to select the field, operator and the condition by which you want to run the search. The records that match the condition are displayed. You can select multiple fields, thereby specifying multiple conditions based on which the records need to be looked for.
The search option helps you sift through voluminous records and narrow down to information that you require. Let's assume you have an inventory management app. You have a report that displays product details of all the items in the inventory. If you are looking for a particular product, of particular model, from a particular manufacturer to update the stock details, you can use search. Click the search field. All the fields in the report are listed. Select the fields that would help you single out the required records. In this case, select Product field, select the operator "is" enter the name of the product; select model field, select the "contains" operator and enter the model number; select manufacturer field.
For Radio button, Dropdown, Checkbox and Multiselect field types, the criteria values will be pre-populated based on the configured options. So, the user can use the field values to search for matching records.
The search field in browser presents a slide in pane that has all the fields from which you could specify your search criteria.
To access print option, click the hamburger icon. Printing provides you with options to print as a list or as a summary. List is a table grid layout and Summary layout includes is a record level details as label and value pairs.
Importing records help you create a report in Creator by importing records that are already available in a different application. This eliminates the effort you will have to put in to recreate the report. To access the option, click on the hamburger icon. Selecting Import displays the congruent window. You can select the field type, the location of the file, and upload it. On uploading, you will be prompted to realign your report to Creator's design and make it comprehensible by assigning the field names to appropriate positions.
There are three data locations from where you can select and import your records:
Importing requires validating certain field values to ensure compatibility with the properties enabled in the form fields. Name Field, Phone Number Field, Address Field values are validated based on a few prerequisites.
The name field has four subfields: namely, Prefix, First Name, Last Name, and Suffix. The name field value is separated by space. While importing values for this field, a few validations are required to ensure that the values are compatible with the enabled form properties. The following are the validations for name field values:
Example: If you have selected Prefix, First Name (default), and Last Name in your form, and your imported value has only Prefix and First Name,an error message will be displayed citing the missing subfield value as reason.
Incorrect Value: Mr. Davy
Correct Value: Mr. Davy Higgins
Example: Let's assume in your form field, you have specified Mr. and Miss. as options for prefixes.
Incorrect Value: Mrs. Jessica Hubert
Correct Value: Miss. Jessica Hubert
Example: Let's say you have imported a name field value with five separate entities.
Mrs. Jessica Mary Hubert, M.D. (prefix, first name, middle name, last name, and suffix). The application will, by default, allow the middle name, Mary, to take the last name position, and the last name and suffix, Hubert and M.D., will be assigned the suffix position.
The phone number field has a few validations based on which the imported value is assessed.
Incorrect Value: 12012327123
Correct Value: +12012327123
Incorrect Value: 1201232712A
Correct Value: +12012327123
The address field has six subfields: namely, Address Line 1, Address Line 2, City/District, State/Province, Postal Code, and Country. A few validations are made while importing the field values to ensure that the values are compatible with the enabled form properties. The address field value is separated by comma and space. The following are the validations for address field values:
Example: If your address is 4913 Commercial Park, Orlando, Florida, 32819.
4913 Commercial Park is Address Line 1 and Orlando is City/District. There is no value for Address Line 2 and it does not affect the correctness of the address field value.
Example: Let's assume you have enabled all the six subfields but your imported field value does not include postal code and country.
Incorrect Value: 42 Marquette Crossing, Clearwater, Florida. An error message will be displayed citing missing subfield values as reason.
Correct Value: 42 Marquette Crossing, Clearwater, Florida, 33763, United States
Example 1: Let's say you have enabled Address Line 1, City/District, and State/Province. The imported value is 42 Marquette Crossing, Clearwater, Florida, 33763, United States. The application will assign subfields to values (separated by comma and space) in the reverse order.
Incorrect Value: 42 Marquette Crossing, Clearwater, Florida, 33763, United States. In this case, United States will be assigned State/Province, Florida will be assigned City/District, and the rest of the address will be assigned Address Line 1.
Correct Value: 42 Marquette Crossing, Clearwater, Florida,33763,United States. Removing the space between the values will allow the assumption that it is a single value, assigning it the State/Province subfield and making the rest of the address fall into the correct subfields.
Example 2: Let's say you have enabled Address Line 1, City/District, and State/Province. The imported value is 42B, Golf Course Hill, Marquette Crossing, Clearwater, Florida.
Incorrect Value: 42B, Golf Course Hill, Marquette Crossing, Clearwater, Florida. In this case, 42B will be assigned Address Line 1, Golf Course Hill will be assigned City/District, while Marquette Crossing, Clearwater, Florida will be assigned State/Province.
Correct Value: 42B,Golf Course Hill,Marquette Crossing, Clearwater, Florida. Removing the space will assign 42B,Golf Course Hill,Marquette Crossing the Address Line 1 subfield, making the rest of the address fall into the correct subfields.
Exporting records help you obtain or download the records that are in Creator report into a specific format for a purpose outside of Zoho Creator environment. Creator enables you to export your reports in a few simple steps so that you can access them offline and email them to your colleagues who are non-Zoho users. You can perform export operations across all the three platforms supported by Creator — web, mobile, and tablet.
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