attch file top creator record
when i copy a record to another module in zoho CRM, i use this to also pass the attachment of that record to the new one: id_original = crmid; relatedrcords = zoho.crm.getRelatedRecords("Attachments","Contacts",id_original); for each ele in relatedrcords { attachementId = ele.get("id"); downloadFile = invokeurl [ url :"https://www.zohoapis.com/crm/v2/Contacts/" + id_original + "/Attachments/" + attachementId
Form Locking Up and Inaccessible for A Few Mins on Dropdown Box Option Update
I have designed a form which is designed to help a customer choose a Machine and then select a matching product for that machine. This requires the form to via deluge to update the dropdown box's depending on the customer selection. The returned values are then used to populate fields on the form. I am using the customer portal to access the program as this is how my customers will connect to it. If I change the dropdown box selections, sometimes on the second or third time the form locks up, sometimes
Do "INFO" statements for debugging only show on the last action in a workflow?
It seems like sometimes it will show everything in a workflow and functions, but most of the time, it will only show the last action's info statements. Don't know why. How do you debug effectively when you can't see the info statements in the flow of a complicated workflow with multiple actions that are also calling functions? They don't show up in the logs either, especially when there are no obvious errors. There must be a better way. I must be doing something wrong.
How to fetch or manipulate the dynamically added row values of sub forms to another form?
I need a help to know how we can fetch or manipulate the dynamically added row values of sub forms to another form. Form 1 : Products_form Product_Name field Cumulative_Sales_Value field Form 2: Inventory_Form Total_Billed_Value field Sub Form : SubForm Billed_Product Field - (Lookup Field from Product Name Field of Products_form)
History of all records
Hy! I was wondering, if there is a possibility to store history of all records of my application (in the mean of changes - history of changes, for example: if I have a record 'person' and 'computer' and if computer have at start one user, but after some time it gets other user, both records would be seen - when computer had user1 and when computer had user2)... Thanks!
Can you set the default value of a lookup field based on the previous record
Hi. Trying to build a stock countIng app using Zoho. I have a lookup field for all the categories of plants we grow and that then filters all the varieties in another lookup field based on what was selected. Works great. However for speed I would love that if I choose shrub in the previous record it auto inputs that in the current record but allows me to edit if necessary. My reasoning for this is most of time we keep different category of plants separate so lots in a row would all be the same
How do I open a URL to edit a record using ZML code?
I'm getting a failed to load ZML error when I try to pass a URL that opens an 'edit' form. URL Format: #Form:<form_link_name>?recLinkID=<record_ID>&viewLinkName=<report_link_name> Example ZML that doesn't work: <text value='Text with a Link' action='Form' componentLinkName='FormName' parameters='recLinkID=12345'/> --- It'd be no problem to open a URL for a new/create form... Example ZML that does work: <image color='#2f4063' bgColor='#FFF' type='icon' value='zc-li-solid ui-1-simple-add' size='1'
Create custom login form
Hi, I want to create a custom login form. I also know that this can be done by customer portal features. But i want to have customized theme for the login form. I am not able to customize the customer portal. Is there any way to achieve this?
Java
Is java supported in zoho creator?
How to get an Attendance Count to show in a Report
I am trying to create a simple Attendance "Punch Card" type app. I have two forms. Student and Attendance. I have a bi-directional lookup between them that is working. In Attendance you can select students for a date. In Students it shows the dates they are present. I have figured out the Workflow scripting to get a field in Students on Form Load to show total number of Attendance presents. input.Total_Classes_Taken = input.Attendance_Date.size(); But I do not want to open each student to
Calling System
Hello, Is it possible to integrate third party application for calling system on Zoho Creator?
How to test User Permissions from Developer account?
I have Developer access for an app. I create different Permission sets (certain fields restricted) for different level of users. I would like to test, how it looks when they login without getting their login password. Is there a way to test it from Developer account?
Maximum number of executable statements
This is a general comment / question. I think Zoho creator is an absolute great platform and has also improved a lot over the years. One thing however has proven to be very annoying and that is the Maximum number of 5000 executable statements per deluge action. I work on a db with around about 6000 records. It happens way too often that I have to run a function for pretty much all records where i'll get the limit error. Then have to break it up in lots of small portions. For example if i want to
Switch between different Customer Portal on Android and IOS APPS
Hi everyone, I have several customers who should use more than one customer portal that I have made available to them. Many of these customers use customer portals on their mobile devices (ios and android) and they must disconnect/reconnect everytime to switch between different customer portals. It would be fantastic to have the ability to configure more than one access to the mobile app getting the ability to switch from one portal to another simply with a tap or swipe (like most applications...).
HTML dropdown that is dynamically updated from data
HTML pro's out there, anyone have a sample code you can share of creating a drop-down in Page that pulls the options from a set of form data? Essentially build what would be a form Lookup field but do it in Page HTML. I've been trying to make code found on Stack-Overflow work, but haven't had any success getting it to transition into the Zoho/deluge/page environment. I know I can embed a stateless form, but that is unnecessarily taking up huge acres of real estate, especially with the update button
Filter values to be selected on a second field based on the choice selected on the first field.
Greetings. I am creating a form to add financial transactions. In the first field user have to choice if the transaction is an expense or a revenue, based on this choice the user must see only the linked finance accounts, for example: Field 1 selected to "Expence" User must have to choice in Field 2: - Supermarket - Gas Station - Car Maintenance - Etc The values populated in Field 2 will be customized for the user in accordance with its regional rules (I will create a configuration form to this,
How do I Get a Field in a specific location with multiple columns
When I create a section with two columns the field automatically goes to the top and I want it to be side by side with a field in row two, not row one. See attached picture. I would like Low Total to be right next to High Total.
Zoho Creator - Item Group
Hello All, I've been wondering if there's a way to have item groups in Zoho Creator (the same concept as in Zoho Inventory or CRM). I work in the furniture business, more often than not, a single product can have other product components associated with it. For example: we might have a sofa that's upholstered in 2 fabrics from different suppliers. Instead of detailing every product in it's own separate line, it would be much easier and simpler to present the sofa (along with its associated fabrics)
Edit iPhone field like you can on Android?
I have a question about field views on the iPhone. I have tried every different way trying to get the fields to show above the radio buttons. Is there any way to change where the question is positioned? This looks bad on iPhone with questions that are this length. I attached an image below.I feel like there should be a way to fix this. This look pretty bad.
Double Column Form with a Subform
My app has a crowded form with a subform in the bottom. When making the form double-column, the subform doesn't peacefully overflow the first column and stretches the 1st column so much that the 2nd column becomes ugly and useless. Is there a way to add a subform to a 2 column form and keep the design tidy?
Import data into url field not working
Thought I had this working in my early testing, but now it's not. Our application compiles customer orders. New daily orders will be collected first on an Excel spreadsheet. Then employees will use the import data function. One field on the sheet is a link to a PDF of their order. I created a new field in our app as URL. When I import data, the link info appears in the correct field in the preview. When I complete the import, however, the URL field is empty. If I then edit the record and copy/paste
How to allow customer to view only records associated to them
How do I allow customers to only view records that are associated to them? They are not entering the records. The records are entered by the company. Thank you.
Tip 20: How to autopopulate values in a subform
Hey folks, We know that many of you use subforms extensively in your applications, as it helps you get the job done more efficiently. In this tip, we'll show you how to autopopulate values in the subform using a special syntax called "row." Let's look at an example. Consider you have an application where you need to automatically display the price of the product in the subform field based on the choice selected when a user clicks Add New in the subform. Let's say you have a form called "Mainform"
Inserting Subform Row via an Action on a Report
Currently, inserting a subform row using an action on a report isn't allowed (see the screenshot below of what I'm trying to accomplish: allowing users to insert a vote into the Votes subform of each record). Can anyone (Damien Cregan?) think of a way to insert subform rows using a button on a report that doesn't require the use of a stateless form? Perhaps by simulating a record edit + On User Input or On Update??
API Failure on Edit
Here is an example of the XML Being sent. I am getting the error: "Failure, Invalid or null criteria specified" I am following from this page: https://www.zoho.com/creator/help/api/xml-rpc-api/xml-rpc-api-edit-records.html This does not make sense as the criteria does appear to be the correct database spelling. Down below is the example I am trying to make work. Only thing I changed from the example was changed the view into form as view was not working. $xml = " <ZohoCreator> <applicationlist>
Zoho creator XML RPC API error code: 2945, INVALID_TICKET
Trying to insert data using php curl request. Response : {"code":2945,"message":"INVALID_TICKET"} Here is the code used: function insert_record($xml_string){ $api_url = "https://creator.zoho.com/api/xml/write"; $post_params = array(); $post_params['authtoken'] = "mytoken"; $post_params['zc_ownername'] = "myownername"; $post_params['scope'] = 'creatorapi'; $post_params ['XMLString'] = $xml_string; $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $api_url); curl_setopt($ch, CURLOPT_FOLLOWLOCATION, 1);
Is it possible to add conditional formatting to a panel in a page?
I want to change the color of the panel based on the value displayed in it. The panel basically shows the sum of one field from the report and if the value is above zero I want the color to be green, and if below zero, then red.
Checking Values Within Name and Address Fields
I'd like to make sure that both a First Name and a Last Name have a value in them before I save a record (ie. that both are not Null)- but in the Deluge editor, I only seem to see Name. Similarly, before saving a record, I'd like to see that for addresses, there are values in Address 1, City/District, State/Providence, Postal Code and Country - but in the Deluge editor fields option, I only see the whole Address field. How can I test those "sub-fields" of the Name and Address fields?
Default State value in Address Field
Hello, Is it possible to set a default value to the State item in the Address field? See screenshot. Thanks!
Custom API Response
Hi, is there a way to customize the API response? I have a form with two fields (email, username) having no duplicate values validation. The problem is whenever I add a new record with existing values the API status response is always 'Failure, This value already exists. Enter a unique value', it does not specify what field/s has the error.
How to run through each field in a record
Hi All I have a few fields in my record and I would like to go through the value of each field in the current record that I am submitting. The intention is to create a new record in other form if it detects a certain value. Something like: Field1: okay Field2: require attention Field3: okay Field4: require attention For each field, if value is "require attention", add a new record in other form that contain the field value and the record ID. Hope someone can help me out. Thanks in advance
Tally with Zoho creator
I need to integrate the Tally international version with the Zoho creator, would i be able to do? Does Zoho have any default marketplace app for that? If not what is the replacement ? Thanks... Hari
Importing/Exporting data on a custom built Zoho Creator App
HI - new here so feel free to point me in the right forum/direction. I have two issues with the following setup: Main Form with a few fields Subform within the Main form with 5 fields The problems: Whenever I export data, I see all the main form fields, but only the first field of the subform Whenever I import data, it puts all the entries of the subform first field into one row. In other words, say I export the data that has 5 rows (line items in the subform), and then if I take the same file and
Printing forms using a background image
Hi, I am having trouble making a template work as I desire. Its a certificate and I've made a copy of it and inserted it as a background image. On screen I have aligned the fields in the desired locations. But when I print it to PDF the alignment is out. I'm using Chrome as a browser. Designing the form completely from scratch is an option but seems like a load more work.
Display stats from zoho database on web page
Hi, I'm new here just trying to find my way around I'd like to display 3 counts from my database on my public web page. The 3 figures are counts of records for current month; year to date; and all time. There are a couple of filters to exclude some records I don't want counted. I have a simple report that holds these counts - can anyone tell me how I can get my web page to access these figures dynamically so they are always up to date please? Currently we have to update the website manually. I appreciate
Notes Field Deluge Options
I have a form that displays some information for the end user based on their query in the Notes field I simply set the input.lbl_field to be equals to what i want, is there any way that i can make the note bold or change the color from the Deluge script and not the GUI?
Zoho Creator white label via tablet
Hello, I heard from Zoho Sales that the ability to white-label an app created through Zoho Creator is only currently available on Desktop. I was told that the ability to white-label an app through mobile and tablet is currently in development at Zoho, with an expectation that it will be rolled out in the next product update. Can anyone shed some light on this? Is it true that this functionality doesn't currently exist? Is it true that Zoho is working on building that out? Does anyone have an idea
Hide fields dynamically - Record Template
Hi all, is there a way i can hide fields dynamically on a record template?
"&" being converted to parameter in PDF export
Hi, I have a button in a CRM record that passes a string that may contain an ampersand to a ZC Page. The first issue was, if that string contains an ampersand, the URL would then read that as a new parameter and cut off the string when displayed. e.g, "Mr H & Mrs D Smith" gets interpreted as "Mr H " because the & specifies a new parameter. I resolved this by replacing "&" with "%26" before passing the string, and now the ZC Page displays the full name. However, when using Print or PDF buttons on
Built in functions getFieldNames() & getFieldValue() could be improved!
Hi, Would be nice to see both these functions improved to handle sub-forms, also the ability to use within custom functions. Like this would be awesome: map forms.fieldValues(int recID) { record = Form[ID = input.recID]; counter = 0; myMap = Map(); for each line in record.Sub_Form { counter = counter + 1; fields = line.getFieldNames(); for each field in fields { myMap.put(field + " - " + counter, getFieldValue("field"));
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