What can be shared across applications?
We have a community application for managing terms and definitions. Some people would like to have a copy of the community application and create their own team specific application for terms and definitions. What is the best way to expose the data from community application to team application? Thanks.
How to configure a sales funnel?
Hi, Anyone can help me, please how to configure a sales funnel? What I could find in the guide is not enough, or did not help to solve my issue. I could create a funnel, but it is an inverted one (customers on the top, leads on the bottom). I have a drop down with three categories (leads, potentials, customers), and I get the current status in the funnel. And it is not supported to aggregate the individual statuses. Thanks G
Application Design Blueprint | Best practice
I would like to hear from the more seasoned developers out there, how you design your applications before the actual building of same. We are currently using Lucidchart for same, but tend to think that as an application gets more complex, I start to lose the full picture of the solution. Hence reaching out to learn if any-one is willing to share any smart way you are using to map out your applications?
Zoho Creator Name Field & Fetch Records Bug
I am experiencing an odd bug while attempting to access contents stored in a name field. I will explain how to replicate: Say we have three forms: Form_A, Form_B, and Form_C. Form_A fields: Lookup Field A --> Form_B Form_B fields: Name Field name Single Line sl_1 ... Single Line sl_N Form_C fields: Look Up Field C --> Form_A Form_C Deluge: On User Input of Lookup Field C for each form_a_record in Form_A [ ID == C.ID] alert (form_a_record.A.name) // ERROR alert (form_a_record.A.name.first_name)
ZML snippet text criteria throws ZML error
I'm trying to fetch and display a value in a panel, based upon a Form Data criteria, per the example in the help docs. I keep getting a ZML error. Here's what I am doing: - Application name is spotlight - Summary is a field in the referenced form (project_summary1) - I have obscured the true email address in the pasted code below <%{ %> <panel> <pr height='fill' width='fill'> <pc width='100%' bgColor='#FFFFFF' padding='20px' hAlign="left"> <text type='Form Data' value='spotlight.project_summary1.Summary'
How can I edit the signup/Signin page for Zoho Creator - Customer Portal
I see an option to put header. But, I am not able to update the text on the Signin/Signup page. e.g. I have a restricted portal (dg.culytics.com) and want to update the message, asking people to get on the wait list. Any ideas.
Hotel Management Built in App issues
Hi, 1. There are many flaws in the Hotel management bulit in app.we are not able to completely use it or refer it to cumstomers. 2.(Eg) in the subform the "Mandatory Fields are Hidden" . When I fill the form and Submit, it throws an error that fields should have value. In this scenario how can an user fill the forms?. 3.This app is not full fledged and ready to use. 4.Have you completely tested it and checked or not?
Using Added Time in a Pivot Chart
I am trying to find a way of using the Added Time field in a pivot chart. I thought you could previously create a pivot chart on a view (which contains the auto Added Time field) but it seems that now I can only create charts on forms. Can anyone help with how I can achieve this?
How to convert a number to a string of the month name
Hello, I am using the .getMonth() function that returns the number of the month of a date field. How do I convert that number to a string of the name of the month. Example, how do I convert the return value 1, to display "January" as a string? Thanks in advance!
Offline Access - Not via mobile!?
Hello, I'm looking at Zoho Creator for creating a sales tool. This is so our sales team can generate quotes on a bespoke level when in a face to face meeting with the customer. Our sales team will not have internet access during this meeting, I see you can get offline mobile access, but our sales team use laptops. Is it possible to get offline access via a web page of some sort? Thanks Danny
Pivot Table - Last Entry
Is there a way to setup a Pivot Table filter for the last record, by date for a known key pair? For example I have Lease - Tank - Date I only want to show the last Date for the given Lease + Tank in the table.
Tip 8 : How to dynamically add rows to a subform via script.
Hi everyone, A fortnight has gone by, and we are back with a new tip that would help you dynamically add rows to a subform via script. To understand how to do this, let's put ourselves in the shoes of an event manager. As an event manager, we need to regularly keep track of on-going events and the number of registrations received for each of the events. For this we need to create a form to record the details of all our events. Let's name this form as Events. This form would have the following
Populate a drop down list in one form with items from a subform in another form
Hi all, I'm new to Zoho Creator and could use a little help. I have two forms. For simplicity, let's distill them down to what's described below. The field I'm trying to populate (with Deluge code) is highlighted in red. Form #1: Orders - Client Name selector: This is a regular lookup field that is populated with all the Client Names from the Client form below. I use this to select the Client for whom an order is to be made. - Client Users Names selector: This is a drop down list containing the
Date and Date-Time field need to be unified
Lakshman & Creator Team, thanks for the exciting updates! Proud to be a Zoho Creator Partner for almost 8 years now. Reg the 'Date' and 'Date Time' fields : we need just one field type for both. And in the field properties, I should be able to set the format for display, whether it's only date, or date plus hour, or date plus hour plus minute and so on. The reason behind this : sometimes, when we build apps for customers, the initial requirement might be just to capture the date in the form. But
Being able to use the new 'Search' field against multiple reports
Namaskaram Creator team, I think the newly introduced (Oct update) Search field is a beautiful addition to Creator. As Creator partners for 8 years now, this is one of the features we have been looking forward to. It will be wonderful if the option can search multiple reports, instead of limiting to a single report. Right now, we have report's in-built search which comes quite handy for such use cases. However, in a single page, we might have several reports embedded. In such cases, being able
Create solution and sell to multiple clients
Dear gurus, Is it possible to develop a full suite solution and sell to multiple clients? Let say i develop a complete HR product and sell to 20 clients, how is the charging to be like? Zoho charges me and i can charge my 20 clients? How's the relationship? My ideal case is, i have full control (in term of payment) on my customer and zoho only deal with me.
Many contacts
What if Company has many contacts in New Client form? And what if Individual has relation with several Companies? How to relate that?
Autofill a Field on a form based on values stored in a table.
I use Form A to inser data in Table A. Then I have a Form B with two number fields (Field 1 and Field 2). I expect the user to fill the first field on this form (Field 1) and after that I need the form to autofill the second field (Field 2) with the closest coefficient where the Value A <= Field 1. Here the ilustration: Example: if the user types "1.9" on Field 1, I need Field 2 to be automatically filled with value "14" if the user types "2" on Field 1, I need Field 2 to be automatically filled
Form Calendar with multiple dates
I am trying to create a report calendar that displays data with multiple specific dates (not in a date range) I found advice on making a sub-form that holds the date data and creating the report based on that however I don't see any option to base my report on my sub-form. any advice would be appreciated
Variable?
Hello everyone, This is my first post and I am NOT a coder but can sort of do a few things. LOL I'm trying to combine the address fields into one field named "Address". Everything is combining in the address except the "Zip Code" field because I don't know if something needs to go in between the words of the code since this field has 2 words. I'm getting a "null" word. This is my code: mp.put("Address",f.getJSON("Street") + " " + f.getJSON("City") + " " + f.getJSON("State") + " " + f.getJSON("Zip
Obfuscated file export url and report url
Hi Creators, The file download URL, when sent through email or when report is made public looks somewhat like this https://creatorexport.zoho.com/file/[UserID]/[AppName]/form/[FormName]/[RecordID]/[FieldName]/download?filepath=/1234567890_file.pdf However as you can see a lot of information is being exposed to the outside world. Instead it would be better if the details are redacted in the URL both for file export url as well as published report urls , something like this https://creatorexport.zoho.com/file/download/[EncryptedRandomString]/1234567890_file.pdf
Spreadsheet report displayed as normal report
Hi, In one Creator app, when I create a new report as spreadsheet, I can edit in situ every records and fields from the report. Just like spreadsheet. However creating another spreadsheet report from another form of that application, displays a classic List report. I can't edit in situ, and clicking on a record displays the overview panel. I suppose there is a limitation in using a spreadsheet report when the list view is used instead. But I can't figure what: Number of field ? Type of field? number
Intergration Zoho Forms with Zoho Creator
our system utilises both Forms and Creator the some data that is input into Forms is also required in Creator. is there a way to integrate the two so that when a Form is submitted it automatically sends the data needed to Creator. btw I have attempted to use Zapier, it is not great at recognising and setting fields, there are constant errors it is not user friendly AT ALL! any help is apprecited
Pivot Table - Data as a String
I want to use the Pivot to create sheet of values in the past 7 days. I use "Areas" as columns, rows with date but when I put a text field - string in the data, it wants to count it. Is there a way to just display the value?
Multiple form application
Hello, Just looking for the best approach. I spent quite some time figuring out myself but still unsure. Goal is: Application for people creating their CV. We will use the Customer Portal for each user to add data and view/edit their own record. The administrator should be able to access all records. There will be multiple sections, for example: Personal Details Qualifications (with some file uploads) Work experience etc. about 10 sections Prefer building each section in a seperate form to avoid
Report on Page with criteria passed as parameter?
In C5, I want to create a page that serves as a "dashboard" for a specific asset. The page should display all records in a log that specifically relate to that asset (by ID). How do I have the criteria for the reports on the page filter by that specific asset ID, given that it needs to be dynamic? To be clear, it doesn't need to update or refresh dynamically, I just want the page to show all records for a given asset, chosen by a stateless form, or forwarding from a button. My first idea was to use
Scheduled Emails
Hi, If we had a simple order form, where order details were entered, then split in to individual monthly amounts on the form, how do we go about scheduling an email alert when each amount is due? Regards Ben
OneDrive integration with ZOHO
Any movement on this front?
Free Flowing Script editor
I feel like I am missing something I believe I am using Creator 5 In my script editor there is no test window I am new to zoho and an amateur scripter but all the videos I watch online their deluge scripter has far more functions then mine the only way I can test my functions is to include a info line to show the result of my script in the app. I find this very cumbersome. I have looked everywhere for the 'Free-flow Scripting link" in my application but it is not there. Is there something i am
Zero K "exportScript.dms"
Hi folks, I have an application I built years ago that I have not changed in recent years. I decided to export it, but when I go to Settings and click on the "Export Application" button in the upper right, it just downloads a zero K file called "exportScript.dms". I tried uploading it to my other account, just in case it would do something, but it doesn't. Shouldn't it download a .ds file rather than .dms?
Transfer MYOB Essentials to ZOHO?
Hi there, I run MYOB Essentials and want to transfer to ZOHO. I have around 4 years information on MYOB. Can my current customers and all financial info go to ZOHO?
Status Change for Old Records
Hay , Have Form (DAP) with fields:- PA_Name (Lookup Field from Different Form) Status (Drop-down with values Current , Arc) Other Fields On Success of this Form i need:- if PA_Name is already existed in old records than status is equal to current in Current Record. and Status changed to Arc for all the old records which have same PA_NAME Value. How can i achieve this ? Thank u in Advance.
Automate Birthday Wish
Hello, How do i automate birthday wishes on DOB using sms integration. I am gonna use Clickatell for sms integration. Thanks.
Duluge Script Issue - Send Edit Record URL
I am stuck and I cannot get this thing figured out. I have read and done exactly as a couple of posts said to do, but still cannot get the task to work. Upon successful record creation I want to create an email. The email should contain a link to edit the record that was just created so they can fill in their information that I need to obtain. I have the script set to do everything, but the link does not work. I have tried for about five hours different link code, but still does not work. My
Access the screen "Data/Design" after an app is created
Hi, When creating an app from a file the import interface sports two tabs - Design and Data (refer to email below). I see this screen very useful since you can see the columns present in each table, the field type mapped to each column, and the relationships between the tables all in one screen. Is it possible to access this screen after the app is created? Thank you.
Service Failure submission form?
I am trying to make this application work for this need. Below is the scenario I need to perform. I have the first three figured out - done 1) Vendor has a service failure 2) Employee records the service failure using a form 3) The information is sent to the vendor in an email "Service Failure Notification" Here is where I need guidance 4) The vendor needs to open the form (edit available fields) and enter their reason for failure, their name, the date, and their corrective action 5) Vendor submits
Display calendar report more than one field?On any chances?
Hello, I have a seminar date form and It has 3 different time value. I want to show these 3 dates on same calendar. What I read that it is not possible on calendar view? I also tried add zoho calendar events but this time I can't add seminar names to event name because It shows only string data :( I also use .toString() expression but This time zoho calendar shows me just long numbers because seminar names are lookup data :( I spent lots of time for this, How can I found a better way instead of
Tip 18: How to add scrollable Add Notes field to a form.
Hello folks, In Zoho Creator, the Add Notes field is commonly used for providing instructions or additional information to users, like to display "Terms and Conditions" or other important info. But how do you add lengthy text to the Add Notes field without making the form too long? The answer is to use HTML to add a scroll bar to the Add Notes field. Follow the steps below to add a scroll bar to your own Add Notes fields: Step 1 Drag and drop the Add Notes field into the form builder and click
Deluge Skript Send Mail by Date
hi, I need a Deluge script that checks on schedule if a date in a form is reached and then sends me an email with the corresponding form title. But I can't get anywhere with the Deluge script. Can anyone help me? I have the schedule already Can someone write me an example of a Deluge script? I dont understand it.
Idea : Creator Apps should be automatically added to Zoho One
Namaskaram. When we create a new app in Creator (if the account is part of Zoho One subscription), then we need to explicitly add the App to Zoho One, by opening the list of Apps and tap on 'Add to Zoho One' option. Instead, it would be better to have the Apps added to Zoho One automatically. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
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