Basic Creator Form -> CRM Case
I've built a basic form in Creator that has 2 CRM Integration fields to find 2 different account profiles that will be linked to a case. We're using cases in this manner for requests between 2 different account types. Account A has requested something from Account B, for example, so both should be linked to the case. I've got the form set up no problem, but when I go to create the workflow to create a record in the CRM, the two CRM integration fields are not available for mapping. Any ideas here?
Fetch Application Users List
Hi, Is there a way to fetch a complete list of all users in the application? I'm trying to develop my own approval process rather than using the in-built one and I need to send an email to all users who have the "Approver" role. Therefore I need to grab the list of users and loop through them using the thisapp.permissions.roleForUser function to retrieve their role. However, I can't find a function to list all users in the app. Any help anyone can provide would be greatly appreciated. Thanks, Harry
Looking for a ready custom app
For Traffic just daily mileage using GPS and features around this
Launching Zoho BackToWork | Future-proof your workplace
Dear all, Since April, the Zoho Creator team has been working with NGOs / Government bodies / and other non-profit communities to help them fight the COVID-19 pandemic. As the fight continues, our interactions have led us to understand that businesses now face a paradigm shift in office culture. A robust, ready-to use solution is the need of the hour to help make the transition to this new normal. True to our vision empowering businesses, we made Zoho BackToWork, an application built on Zoho Creator,
How to use fetch and update to calculate current wage
I am new to deluge and I'm really struggling to figure out how to set up my creator app, particularly when it comes to referring to fields in other forms. One example: I have a form called Add_Employee which lists all basic employee info including Starting_Wage. I have a second form called Enter_Wage_Increase which uses a lookup field for Employee Name. I want to have a field called Current_Wage that calculates the employee's new wage based on Starting_Wage + Amount_of_Increase. For starters, I am
New Workflow one issue, two suggestions
I like the new workflow, it has proved helpful in finding issues. With 250 workflows in my app, search is important. The new workflow search is case sensitive, where the previous version wasn't. Is this a change or a hiccup? Can we make it none case sensitive? The second point is that the form list on the left really needs to be collapsible, as it leaves too little room for the script name. Finally, I have asked before, and I will keep asking the creation date is not that important, but the date
Creator 5 - Page Break in an HTML Page
HTML page/ snippet/whatever. I have a client with a specific 3-page filled-out printed form that they need generated from the Zoho app. In the past it was simple (but tedious) to just create a Page to mimic the printed form and then either send it to a printer or send it to PDF. To get pagebreak I had <head> <style type="text/css"> P.breakhere {page-break-before: always} </style> </head> and then in the body of the HTML where I wanted the page break I would put <P CLASS="breakhere"> and
Multiple Date fields into one report
Hi, I have a form that records 5 date fields. Is there any way I can have all of the fields appear in 1 report? Ideally I would like ti in a calendar (either in Zoho or get the iCal feed). Thanks for anyhelp.
Restoring report data
I am trying to restore a report. Several fields were look-ups, so when a related form was removed all those fields went blank. I thought I could just use the automatic back up, but the data isn't in there either. The csv files show relational ID numbers, weirdly the numbers aren't unique- not sure what's going on there- so there's no way for me to manually match up records to fill in the blank fields. Is my only option to create a dummy app, do a full restore, and download this one report to then
MAJOR Security hole in ZC5 reports(kanban)
@Support: With the introduction of the kanban report I have discovered a major security flaw. If a user creates a kanban report from a filtered lookup field, the filter will not apply to the values in the kanban. See: http://prntscr.com/lhr2k4 There is no mention of this in your help documentation. So if someone was creating all list reports and not using kanban they would not be aware of this. The only option is to remove the column from your report, in which case you lose the ability to see the
PDF blank
Hi, I have a form named Memorando that use a html view to print a pdf with the records of the form. At the moment the pdf is produced correctly (with the name) but absolutely blank. The html save the script but when I reload the page isn't saved. Any suggestion? Thanks Mic
Adding to a lookup when criteria met. WARNING... COMPLICATED
So... Trying to add a "product" (aka ID of a house) to a customer within the approval process. The "PotentialRevedyHomes" is the field I want to add the "Revedy_ID" to, but only when listing price is within the limits the customer sets and the home is within the zip code of where the customer is looking. I also want to make sure it is not a house they have declined or already liked. The problem is these are all lists and I can't get the match to happen. There is not an error, but it does not add
How to extract data from soap api response?
1. After successful request using getUrl() method got the response from URL but it is shown correctly in text enrich field only? 2. From the soap API response how to extract the values? 3. Is there any libraries like zeep (soap API clients) in python for zoho?
Input Multiple Parameters for Page
I have a page that is acting as a report across several forms in my app. I want the end user to be able to filter the report for Employee (User) and a date range. I've figured out how to use the Search to pass a parameter to the URL (open Page in same window), and I can see how to filter Panels, Reports, etc. using the parameters. It's just not clear to me how to get several user-entered parameters into the page URL. How would I go about getting the date parameters into the page URL in a similarly
LISTA SUBFORMULÁRIO
Olá, estou tentando fazer com que um subformulário exiba os campos sem e-mail, se eles não forem repetidos, pois não quero duplicidade de informação. segue em anexo print do meu código.
Fetching leads from Zoho CRM into Zoho Creator, automatically
I'd like to pull new leads from the CRM system, into Creator, on a daily basis. Is this possible? Yes, it is possible. Zoho Creator and Zoho CRM are integrated with each other, enabling you to synchronize data between them. This is done by fetching records from CRM into a Zoho Creator form. In order to achieve this, you'll have to configure a workflow alert in Zoho CRM. For instance, you can maintain the lead details in CRM on a separate form in Zoho Creator by fetching the details automatically
Add a marker on an image.
Is there a way to add a marker on an image the same way you add a marker on a map? Something like this:
Zoho creator deluge code to add petty cash transaction in zoho books
Hi, We are developing an app to track petty cash transactions received from our customers. Is there a way to add petty cash transaction in ZOHO BOOKS from our custom app using deluge code?
Updating Records on import
Hello, I am trying to update records on import (not create a new record). I have seen several community forums for this but they are all incredibly out of date. My problem: When trying to do a mass import, any records with matching ID & project ID, I want those records to be updated and not have a new line created. How can I do this?
2 "lookup" forms sharing the same lookup field - how to?
Hi, I have one main form asking for someone's age and I want to access 2 other 'lookup' forms based on the age entered. Each of these other 2 forms (one to do with nutrition and the other to do with exercise) are designed to be looked up based on age. I don't want to combine these 2 forms (for a bunch of reasons) but how can I access both of them in the main form without the user having to enter their age twice on the main form? I was thinking I would have the 2 age lookup fields in the main form
Multiple Part Numbers
In our industry some parts are identified by multiple unique part numbers. Items are referenced by part numbers only and the part number will be the primary key. For example a part has the following unique part numbers all referencing the same product: Part Number 1: 571889-001 Part Number 2: 484275-001 Part Number 3: 484274-001 I am creating a form “Add Part” and I would like to add all these 3 part numbers referencing the same product with a common
Error handling
Hi, I have built an error handler function for my google api call. However I’m struggling to find an elegant way to restart the original workflow or function upon refreshing the access token. workflow: run function “api call” (for example read a file on google drive) function api call: calls google api and upon response = error, calls errorhandler. function errorhandler: deal with the error. If the error is ‘token expired’, call function “refreshtoken”. Function refreshtoken: refreshes google access
Sum time field
Is it possible to script for cumulative total of a time field? I am using the following script to fetch time from one form to another: for each PeopleRecord in People[ID in input.People_lookup] { //fetch participation record ParticipationRecord = Participation[ID in PeopleRecord.Participation_dates]; //update record PeopleRecord.No_hours_participated=Time_spent; } This only gives me the most recent 'time' from the record. Is there a way of doing a cumulative total time? Thanks!
scan dymo barcodes
Our supplier uses the dymo labelWriter 450 to create their barcodes, however scanning them using zoho isn't working. Are the two compatible? Thanks
Subform filtering || sorting (mainly for printing out)
Let's assume that we have two form, orders and parts. Orders form includes parts as the subform. Parts form has a lookup field, called manufacturer, which informs where the parts have been made in. Here, I want to sort parts according to their manufacturers' names in orders form, or want to filter parts by, mainly for printing out to a PDF or a paper then I will order the order actually. Can I do those?
How to remove an item (voucher code) from inventory in Creator App
I need to create an app for my campground to allow my office people to issue WiFi voucher codes to our customers. My gateway can generate a list of codes which I would upload into the Creator app. When my staff sells a voucher code, I would like to have the code they select no longer available for re-issue. Can someone point me in the right direction to how I would accomplish this? I've been searching the community and have not been able to find anything pertinent. Conceptually I wonder whether I
IntegrationID not zCRM Contacts ID
Hi, I have a field of type integration which is linked to contacts in my zoho crm account. I can add new entries using the contacts ID from Zoho CRM, however getRecord API provides afterwords a different ID for the field integration Add a record: { "data": [ { "Integration": "296786000000255011" } ] } getRecord: { "code": 3000, "data": { "Integration": { "display_value": "XXXXXXXXX", "ID": "88718000000006007" },
Duplicate Check against Address field
What is the best away to throw an alert when a customer types in an address that is already in the database? Prefer to do it before form submission, i.e. post entering the address into the field.
Create a 7 digit number from an autonumber
Hello all. I am wanting to create a serial number that is required to meet a set format. That is: XXX (preset prefix number) YYYYYYY (serial number) Z (check digit) End result looks like: XXXYYYYYYYZ I need to use a formula to return the autonumber of the record as a 7 digit number: ie: 1 -> 0000001 Can anyone help with the format for this? Regards, Matt.
Passing a perameter to a report to be used as criteria in the report.
Is it possible to pass a parameter in the openUrl function to a report to be used as part of the criteria to base the report on. openUrl("https://creator.zoho.com/zoho_alan18/atelier/#Form:On_Hand_Count?Tech_ID =" + User.Employee_ID , "same window"); // 1) Tech_ID is a field value that the report is based on. 2) User.Employee_ID is the Tech_ID assigned in the [Employee] form. OR: can I create a user defined variable to pass and use that as part of the criteria? Thank you for the help, Alan
Display Calculated Result in Page Panels Using Data from Multiple Forms
I'm building a report page that uses data from multiple Forms in my database, and I want to display calculated values using data from multiple Forms. For example, the Attendance Form tracks the employee hours worked, but the New Build Form tracks employee productive time. I don't see an easy way to have a panel that displays the result of dividing the latter by the former. It looks like it might be possible to do this via directly editing the underlying ZML in a panel, but it's not obvious what the
Passing info from stateless form into htmlview with no clicking
Hey, Assuming a stateless from with no buttons and a lookup field. I want to access or pass the value that was selected within the form into the htmlview holding this form. Any idea how this can be done? Many thanks.
What is wrong ?
Hello Zoho Team; I tried to enter a piece of code on the When Edited of a form in the On Sucess The below code is working ok, i can save and test and if working. //Mail de Aprobacion if(input.Status1 == "Aprobado" && input.Status2 == "Aprobado") { input.Status_del_Pedido = "Aprobado"; } Now, the problem is when add a Send Mail function. //info input.Status1; if(input.Status1 == "Aprobado" && input.Status2 == "Aprobado") { input.Status_del_Pedido = "Aprobado"; sendmail [ from : zoho.adminuserid
Upcoming updates - April, 2020
Dear App Creators, This is an unprecedented time we're living through, and we at Zoho wish you all safety and good health. Let's all continue to do our personal best to help curb the spread of COVID-19. Remember, it's in our hands—so let's wash 'em extra carefully! :) That said, our work-from-home efforts are keeping the updates coming. By the end of April, 2020, we'll be rolling out the following features and updates: Hide/show seconds in reports Freezing the subform header Layout designer for quick
Creator - Schema Builder - Can you save the view?
I find the schema builder really helpful at times for visualizing my apps and their architecture as they evolve. That is, is helpful after I reposition the form icons to make some visual sense. The thing is, the schema builder always defaults to a random system generated view/arrangement, which is generally chaotic to look at. This happens upon refresh, it happens if you leave the view and come back to it, and it even happens on print - the print view itself reverts to the chaotic system view. I
Unable to get Records of Creator App from Desk
I am trying to get fetch Creator App report records from a Desk script but I always receive the same Error message: {"message":"Please verify whether you gave a valid ownerName,appLinkName and viewLinkName or not","status":"Failure"} I am parametrizing the function like is explained in zoho documentation: <variable> = zoho.creator.getRecords(<ownerName>, <appLinkName>, <viewLinkName>);
Changed behavior of zc_LoadIn=dialog
Hi - did anyone notice a change in behavior on the url parameter "zc_LoadIn=dialog" during the past couple of weeks? Seems use cases where this used to open a nice popup window now load in the same window. Were any changes made to the backend?
Exporting report data to Excel?
Is it possible to export data from reports into Excel?
Display format Numeric Data type / Formato de visualización Tipo de Dato numerico
Hola a todos, Me gustaría saber una forma alternativa de configurar el formato de visualización del tipo de datos numéricos, diferente del formato predeterminado. Necesito un formato de visualización similar al tipo de datos de moneda(currency), como se muestra a continuación. Formato de visualización default: 100000 Formato de visualización deseado: 100,000 ¡Gracias por su apoyo! ---------------------------------------------------- Hi everyone, Id like to know an alternative way to configure the
Schrems II decision on Privacy Shield and the use of Standard Contractual Clauses (SCCs)
Hi, I am using developer.creator to which I understand the servers are based in the U.S., although originally there were attempts to host in the E.U.? The recent decision -Schrems II- impacts every EU business which has personal data stored in the U.S. I was just wondering the status with Zoho as regards to developer.creator, will the EU customers be transfered back to EU? Maybe they are in the E.U. now, but I am unaware? Although not panicking yet, the product is low-cost cloud-based GDPR compliance
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