Report
Download the Detailed View of an Record as PDF
Requirement Enhance event organization by automatically generating and downloading personalized entry passes to the registrants right after registration. Use case Consider a Zoho Creator Event Management application used by a company to manage events ...
Send Record Template as an Attachment in Mail
Requirement Send a record summary as a PDF attachment via mail using the Deluge's send mail task. Use Case Consider an organization using Zoho Creator to manage POS operations. Whenever an invoice is generated, the invoice record template is promptly ...
Update a form using custom action (from another form's report)
Requirement Update a form using a custom action configured in another form's report. Use Case In an engineering college student management application, a student may withdraw at any time of the academic year. Whenever a student applies for ...
Statistical values on a report based on numerical fields
Requirement Display the common statistical results on the reports for the numerical fields in a form, to help in identifying trends and decision-making process. Use Case In any sales-based business, crunching numbers is a big task. An order ...
Showing only logged in user's records in a filtered report
Requirement Display only the relevant records for the logged in user, based on the customer email, to ensure the security and privacy of the data from other users in the application. Use Case An order management application has the Order form ...
Display custom action button for specific records
Requirement The custom action button in a report should be visible only for certain records, based on a condition. Use Case An asset request app lets employees raise requests for gadgets or machines. While filling the form, employees can specify ...
Display different colors based on record value
Requirement Display different colors of the record in a report or page based on its value. Use Case In a sales management application, the business owner wants to track the purchases and the sales. As a new purchase is made, the corresponding ...
Display subform's report in parent form's report
Requirement When the user views a particular record in a report that has subform, the values in the corresponding records are also shown. Use Case An order management application contains two forms: Customers and Orders. The Customer s form is ...
Disable Custom Actions after n times
Requirement A custom action on a report has to be disabled after it is triggered three times. Use Case We have an app to maintain customer invoices. After an invoice is created, the staff can email the invoice to the customer with the click of a ...
Schedule a monthly email with report as pdf
Requirement Schedule a monthly sales report to the sales manger in a PDF with stats on achieved sales versus target for the month. Use Case A sales management app records sales activities and numbers to track the performance of its sales team and the ...

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