Timeline in detail view
Hi, How do I create a more rich details page about, for example, a project. So when you click on a project in a list it goes to a new page which shows the information about it, but also a timeline for that project only. I think the pop-up sliding in from the right isn't big enough for large projects with lots of information. Thanks, Stefan
Zoho Or Knack
Hi, At the moment i'm creating an app with Knack that needs to handle team scheduling, equipment reservations / bookings (with stock on certain dates) and combined with this a ticket system (and maybe in the future time tracking). With Knack i'm running into the issue that it doesn't handle time/reservation systems very well. Does Zoho do this better? In the system I want to have multiple types of data that all needs to be combined: Team / Crew Projects Freelance crew Equipment (with the possibility
Statement Execution Limit Problem
Hi, I'm trying to fill some drop down boxes based on a previously entered value, where it has to search through just under 1000 entries. here is the code: for each AT in Asset_Types { if(input.Asset_Type = AT.Asset_Name) { for each AC in AT.Asset_Components { for each CT in Component_Types { if(CT.Item_Name.contains(AC)) { prefix = CT.Component_Code_Prefix; for each comp in Component_Stock { if(comp.Component_Code.contains(prefix)) { if(i = 0) { input.Part_1:ui.add(comp.Component_Code); } else
Changing Subform Fields via Script
Hi I have a process that basically confirms an order, the MainForm sends Email, the Email links to Stateless Form, the Stateless Form changes the Confirmation Field on the MainForm. This all works wonderfully but I now need to change the value of a field in rows on a subform in the main form when the Confirmation Field is changed. I've tried daisy chaining the scripts via 'On User Input' of the changed field but this only works when I change the field manually in the form, how do I get it to change
Passing a parameter to a drop-down field
Hi Zoho, How can I pass a parameter through the URL to a drop-down field? Thanks Ravid
SaaS Challenge - No Admin or ability to preload data, what are my options
Dear friends As we all are aware Zoho is launching a SaaS model, and I know there has been quite a heated debate - and as it is still early days, more debate to come. Personally I think it is a good move, but it is posing some challenges. You might be aware there is no Admin function (from developers point of view) so only the customer has access to their instance. This is mostly OK. You may not be aware that there is no Audit function, nor is there the ability to preload a form with data. The audit
Error with json response in REST API - List Forms in Application
While working today on an application, i needed to fetch all the forms in my application, using the REST API - List Forms in Application to perform some functions on it, then i noticed the json format ruturned - the "display-name" was interchanged for the "component-name". here is the response in json below: {"application-name":["chservicesalesmgt1-ide",{"formList":[{"formCount":20},{"linkid":26,"displayname":"Add_Invoice","componentname":"CheckOut","type":1},{"linkid":27,"displayname":"Add_Discount","componentname":"Add
What is the difference between customers & users
Hello, I don't understand the difference between customers and users. Can someone explain it to me? What are the limits for customers? Thanks, Stefan
Write a common function for invoice calculation.
I have an Invoice form. I need to calculate invoice totals every time there is change in some fields (for eg. product, quantity, price). Is it possible to write a common function to calculate the totals instead of doing the calculation in every field.
In zoho creator do we have search with barocde scanning for form detail page?
i want to create an app from which a person can read the barcode of prouct and get the details of that stored in form detail page
Access MainForm dropdown selection in subform
Hi I have a lookup in a subform that i want to filter based on a lookup selection in the main form. how to do this? e.g Main form i have a dropdown called Customer - based on the customer selected, in subform, i want to show only products pertaining to that customer. I did a set_filter for the lookup in the subform: Customer == Main.Customer This doesn't work. If i hardcode a value, Customer == "abc" it filters correctly and shows
Pivot Table - Query - Last Records
I have a log of sorts. Each log has a unique key pair (two values) and based on random dates, I add an entry. For example: Item 1 - Sub Item 1 - 01-01-2019 - value1, value 2 Item 2 - Sub Item 2 - 02-13-2019 - value1, value 2 Item 1 - Sub Item 1 - 06-05-2019 - value1, value 2 Item 1 - Sub Item 1 - 07-01-2019 - value1, value 2 Item 2 - Sub Item 2 - 04-14-2019 - value1, value 2 I only want to produce a report that is based on the key pair - Item # plus Sub Item # for the last date. So the report would
Change Text Color for each choice in a drop down box form.
I have attached a partial image of my form. Under the Status Field, I have 5 choices in the drop down box. Is there a simple way to change the background color for the text? I would like to have a different background color for each choice in the drop down box Is an html page used? If so, how is it done. Thanks so much, David
Import - CSV or Paste
Hi, If I import this data, the import date-time field shows up blank. Any suggestions on why?
Can't see headings in subform when adding multiple lines
Hi guys, My users are having trouble when entering more than about 5 lines on a subform. As more lines are entered the field headings are scrolled out of view on the page. I fixed this in the old version of Creator by adding a tooltip to each of the fields. When the user hovers over the field it displayed the tip. However, now I am using Creator 5, the tooltip only appears next to the heading which is out of view, not in the field itself. Any thoughts as to how I can keep the field headings in
How to round down?
I'm not sure what I'm missing here. But I cannot find a way to round down. In my situation I'm calculating the amount of Years between two dates represented by a Decimal with only 1 decimal place. I'm calculating this based on the days between the two dates. If I have two dates that are not quite a year off say 0.9888888888888889 days, then .round(1) will give me 1.0 and returning 1.0 when it's less then a year would not be accurate. I need it to round down to 0.9 but I can't seem to find a way to
OpenURL to pass ID to stateless form within a page
Hello All. I have a Form called 'First' A Report called 'All First' A Stateless Form called 'First_Party' (identical to 'First') And a Page called 'Ticket' On my Report I have a Button (report workflow) that runs the following when clicked: openUrl("#Page:Ticket?Field=" + input.ID,"same window"); 'Field' is a single line text located on the Stateless Form (First_Party). Expected behaviour: The Page is opened and 'Field' dispays the ID Actual Behaviour: The page is opened and 'Field' is blank. Can
How can perform a bulk record deletion in a zoho creator app?
Hello, I am Developing a solution and i am trying to create a function that will delete all records in all forms in the application. here is what i've been able to come up with: string AppConfig.clearAllAppData() { /**********************************Log variable declaration**************************************/ fullLog = ""; name = ""; recCounts = ""; deleted = false ; /**********************************END-Log variable declaration**************************************/ /*************************CONST
filter multiple reports on a page by clicking on a record
Hello, I would like to filter several reports displayed on a page by clicking on a record. Example: I have a parent form: "Patient" and several child forms: "consultations", "sport" etc ... displayed on a page. By clicking on a "patient", I would like the "children reports" to display only the data for this patient. Here is a diagram. I thought to define a variable "Patient_Id" then to filter the other reports using this variable but I block at the level of "Filter". Thanks.
Prevent 'via usermail.zohocreator.com' in email header
Emails sent from Zoho Creator to GMail have this "via usermail.zohocreator.com". I have tried setting up the SPF record to v=spf1 mx include:zoho.com ~all as suggested in https://help.zoho.com/portal/en/community/topic/which-spf-should-i-use and it doesn't work. This may be because the DKIM for usermail.zohocreator.com domain is present in the email header and Google identifies that to be more representative of the sender's domain. I have contacted tech support and have received frivolous replies
Import - Excel - Number to Long
I am importing an excel spreadsheet and during the import, one of the fields looks like this .. 32.799999. However, in excel, I put 32.8 and format the cell to only 2 decimals. Is this is a bug in the XLS import?
Update All Rows in Sub form
Hay , Have one Form Named as OWNER with fields:- NAME (Name Field) CURRENT ADDRESS (Address Field) ADD CONTACTS (Sub Form of CONTACT- CONTACT is Different Form) Sub form Fields- TYPE , COMPANY , ADDRESS , DATE , COMMENT , BID i need when user enters NAME , then Automatically TYPE = "OWNER" , COMPANY = input.NAME , ADDRESS = CURRENT ADDRESS , DATE = zoho.currentdate in each row in sub form . And Disable NAME ,COMPANY,ADDRESS ,DATE in each row too. if NAME updated in future then COMPANY = input.NAME
Notification senmail action does not work
Hi, I appreciate if you can help me with this problem: When forms submitted, success message work. The confirmation mail to the form sender work. But the notification mail to the form manager does not work. Im using the sintax below: success message "custom message"; sendmail [ From :zoho.adminuserid To :input.email Subject :"custom message" Message :input.fieldname ] sendmail [ From :input.email To :"myemail@customaddress.com" Subject :input.fieldname Message :"custom message" ] Everything works
Example of use of 'contains' to search for a sub-string when using zoho.crm.searchRecords - needs asterisks (wildcards)
In case anyone else has this question...I wasn't as clear from reading the documentation how to make this work...so I did some experimentation and came up with the following - the trick is to place asterisks directly before and after the 'substring' you are searching for (it doesn't make sense to me to ask users to do this)...note I am searching the 'First Name' field of CRM records... searchSubString = ""; searchSubString = searchSubString + "(First Name|contains|"; searchSubString = searchSubString
Populate data in SubForm from other Form
Hi there, I'm a little bit lost creating a subfom script to populate in this subform data from an other form. Let me explain it: I have a form (Products) to define products details... In this form, I have the following fields: - Product_Number - Product_Name - Product_description - Product_Stock I would like to have a second form (Requests) where I have the following fields: - Date - Requestor_Name and a subform (SubForm_Requests) with the list of all products defined in the Products Form and 1 additional
Use variable for show/hide field name
I need a way to use a variable to show or hide a field name (ultimate goal is to show fields based on the values in a different table) Let's assume that there is a field called "Email" What I need to happen is: foobar = "Email"; hide foobar; Unfortunately this results in an error message: "Variable 'foobar' is not defined. Is there any other way to show/hide a field where the field name is determined by a variable rather than the exact field name?
Condition Filter for a lookup field
I have a lookup field for equipment when a user is entering a transfer of equipment. This form first asks if the user is transferring equipment IN versus OUT. I want to limit the lookup results to contain only items that are IN inventory ( a field on the equipment table called In_Inventory) when the user selects transfer OUT (you cannot transfer what you do not have in inventory) and the opposite when transferring IN (you cannot transfer IN what you already have with a serialize inventory item).
Auto-populate Field from Previous Record
I'm building an estimate and have a couple of values that I'd like to pre-populate from the last record created in that application. The first is a lookup record, my Project Name called Project_Name from the New Project table. This is being used to tie all budget items to a specific project. I'm currently choosing this in every entry I make. If there is a better way to do this, please tell me. While this works, It's a bit cumbersome. The second field I'd like to auto-populate is my accounting code,
Image - No Preview
Hi, I am using the Report Customization - Tablet - Detail View The image field is not showing the image - just the basic image icon. If I edit the record, the image then shows but only on the edit screen. Any thoughts? It seems to work fine on a laptop - testing on an iPad
Validation on hidden fields
Hi, I want to know if there is a better way to add validation (make mandatory) to fields which conditionally show and hide. At the moment, it seems the recommended method to do this is to add deluge script in the validate form action to cancel the form submission if the field is empty. Another method would be to make your fields mandatory and add initial values for all of your hidden fields. I feel like Zoho can improve in this area by automatically bypassing the validation if the field is hidden.
Updates - November, 2019
Hello App Creators, We're here with the next set of features mentioned in our September, 2019 announcement! The following are now available in Zoho Creator 5: AI fields AI Deluge tasks Schema builder Contextual messages for reports Important: - Our webinar series that will demo the features we mentioned in our September post - Upcoming Zoho Creator training in the US in Jan-Feb, 2020 - register here Quick references: - October, 2019 announcement on the previous round of features - Release notes
Upcoming updates - September 2019
Hello App Creators, Hope you're as excited as we are about Zoholics Developers—October 2-3, 2019, in Pleasanton, California. If you're not, though, we think this post will help you get there. At this event, we'll be unveiling an assortment of enhancements and features that'll enable you to extend, empower, and transform your Zoho Creator apps. You'll also get to network with Zoho experts and product leaders. Use the promo code SUPPORT40 to get a 40% discount on tickets. REGISTER NOW But don't worry
Populate records on imported tables from MS Access
Hi I imported 2 tables from MS Access into Zoho creator. One table whose form was the main form and the other table formed the basis of the subfrom in MS Access. Now imported in zoho creator these 2 tables from MS Access are disjointed ie. if i click a record in the main form, the subform doesnt populate. Can someone show me the code when i edit the record in Zoho creator to be able to pull up all the data related to the mainfrom? Below is the information you can start with: Zoho Creator Form A has
How To Search A Custom Field In Zoho CRM Using API ?
Hi, I have created some custom fields in zoho crm and wanted to search that custom field value from zoho creator. I have tried using zoho functions such as "zoho.crm.searchRecordsByPDC", "zoho.crm.searchRecords" and also the following API, http://crm.zoho.com/crm/private/xml/Contacts/getMySearchRecords?loginName=test@test.com&apikey=test&searchWord=test But all of the above mentioned search functions are accessing only mandatory or system fields of zoho crm and not able to retrieve the custom fields
Gmail - Parse Emails
Hi, Is it possible to parse emails (gmail) and create a record - attach PDF? Thanks Chris
How to find the parent form of a subform entry?
Hello, I created 2 forms (Main and Sub) in Creator. In the Main form, I add a subform field, pointing to the Sub form. When I add a new entry in Main form, and add 2 entries in the subform field, I see the 2 new entries in the Sub form. That's fine. Now, from this Sub form, how can I find the "parent" or linked record in the Main form ? Is there a hidden field linking a record from the main field to the sub field ? How Zoho manages that, and how can I get advantage of this (may be in Deluge )?
Fetch Email Address of Customer Portal Roles
Hello, Are we able to fetch a list of emails for all customer portal users that have a specific role? That would be very helpful for automated email reminders so as people leave the company we just have to assign the new employee to the proper role and they will receive automated emails without having to change every single email notification. Does anybody know the feasibility of this request? If it is not feasible, then I would definitely recommend this be included in the road map. That would really
Creator 5 reverting to Creator 4
Hey, All of my companies apps keep reverting to Creator 4. We starting using Zoho after Creator 5 was already implemented so none of our apps have ever been on Creator 4. We went to edit the forms and they forced us to "Move to the New Builder" and they moved us to Creator 5... the only one we have ever used. This fixed all problems for about 30 minutes until our apps got reverted back again. This is causing people to be unable to access all kinds of reports, pages, and forms. Is anyone else having
Zoho Creator to create a Bill in Quickbooks
Hi, I'm integrating Quickbooks into my Zoho Creator app. I was able to push Vendors and Customers from Zoho Creator to Quickbooks easily just using the intuit.quickbooks.create() task provided by Zoho Creator to add a record in any of the supported modules of the QuickBooks account (link: https://www.zoho.com/creator/help/script/quickbooks-add-record.html) I also need to create Bills on Quickbooks, but the Bill module is not supported by the intuit.quickbooks.create() task: I see Zoho Creator supports
Page - Maximum Value
I can only place manual number in Maximum filed for numbers in pages. Is there way I can fetch value for that ?
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