Do Buttons Added to a Report Not Show in the Mobile App views?
Greetings, I'm trying to add a link in a report detail view that takes the user to another form/page. I tried using the Add Button field to create a custom action to redirect the user to the desired form/page via the OpenURL function, but the button is only appearing in the Web views. It does not show in the mobile app views (phone or tablet). Does anyone know if it's possible to add a button to a report view for the mobile views? As an alternative I tried adding an admin only URL field to form
Labels for Workflows
Could we please get the option to label workflows - I have some that contain 5-10 different functions and I have to go into the codes to work out which is which
Problema al cambiar el Form Title (Formularios) y el Display Name (Reportes)
Hola a toda la comunidad de Zoho, espero me puedan ayudar con el siguiente tema: Estoy trabajando en una aplicación en Zoho Creator, al inicio no tenía temas con esto pero últimamente he intentado cambiar el titulo de algunos formularios (Form title) y el nombre de visualización de los reportes (Display name) y no se efectúan los cambios. Al momento de hacer el cambio en el FormBuilder no se genera ningún error, incluso cuando veo el código en el WorkFlow (Form Definition) se visualiza correctamente,
ZCCoreFramework.CreatorError.AuthError.invalidToken
hello, people i'm using zoho creator SDK in my ios application development , this app worked perfectly yesterday. but today it showing this error "authError(ZCCoreFramework.CreatorError.AuthError.invalidToken)" ,when i'm trying to use this function "ZCAPIService.fetchSectionList(for:completionHandler:)".I don't know what is happening ,If any of you know how to solve this problem please help me. Thanks in advance !
Subform - disable 'add entry' if mandatory fields not completed
Hi all, I've been playing around with a few different ways to solve this and none of them work perfectly. Is there are way that I can disable 'add entry' on a subform if some mandatory fields in the previous row have not been completed? I.E. in row 1 the mandatory field has not been completed therefore they cannot proceed to add a new row 2 etc etc. Thanks! Lindsay
attendance workflow
hi I have created an app for attendance of my staff, with two forms 1 form1 ; name of staff and other details form 2; I linked the name of the staff field to this form and used radio button for entering present or absent including date now I want to trigger a workflow on month end detailing the attendance of each staff (like no present or absent ) how should I fetch data for each record and count the number of presents or absents thank you teja
Month Name
I want to extract the month from a date as "Jan","Feb","Mar" etc It seems to me that I can only use getMonth() to obtain the month number and then construct a if,else if,else if,else if etc to test the number and apply a string value, through 12 iterations if the month is "Dec" Is there a swifter and/or more elegant way to code this? Thanks Greg
How to use Zoho Creator REST API with Date criteria for last n days
The documentation here https://www.zoho.com/creator/help/api/rest-api/rest-api-view-records-in-view.html does not explain how to use date criteria in the REST API. This does not work https://creator.zoho.com/api/json/solar/view/My_Report_Name?scope=creatorapi&authtoken=xxxxx&zc_ownername=myname&criteria=(My_Date>="last 7 days") So how do you specify date criteria in the URL to show the last n days for a specific date field?
Using Creator to Track and Quote Specific Inventory
We buy trucks, manufacture a body for the truck, and then sell it. We currently use an excel spreadsheet to manage all the information about the truck itself. Once a build is assigned to the truck we fill in all the columns that relate to the build of the truck. Lastly the sheet has a bunch of columns related to sales information once it's sold. We use this same sheet to forecast future needs. I've been playing with the idea of moving from a spreadsheet storing this information to creating a database
[Webinar] Schedule work orders directly from Zoho Creator
Hey everyone, Tomorrow at 12 PDT we're hosting a demo of our SmartScheduler, which was previously featured in a Zoho Practitioner webinar. Since then, we've made some enhancements to it to support both appointment and work order scheduling. Chief Solutions Architect James Converse will demonstrate it all, including: Scheduling from a CRM button or from a Work Order in Zoho Creator Scheduling individuals, crews, and equipment usage Easy drag-and-drop interface Google Maps & Calendar integrations
Roles and Profile -- assigning or reassigning them
Roles and profiles seems like a good answer for what I need to do. The problem is I don't quite get how it is decided that record belongs to a particular role. It is clear that if a user creates it -- that record belongs to them and rules around roles should apply. That seems to work great but I have a where I want to load data from a spreadsheet that belongs to several roles == ie managers of different departments should end up being responsible for the record going forward. -- How do i indicate
Fetching a function from another creator app
Hi, I have two apps in creator. App A has two fields; 'Product code' & 'Product name'. App B also has two fields; 'Product no' & 'Name'. The 'Product code' field in App A is lookup field which looks at 'Product no' in App B. When filling in App A, I would like the 'Product name' field to auto populate based on the selection of the other field. I know I have to create a function in App B and then a script in App A to call in said function. i have found a lot of contradictory articles on line so am
Edit Record User Record-ID - Then Use "On User Input" script
I am trying to use the edit record through record ID to update records. Opening the record works fine and on a basic level editing the record also works fine. The problem I'm having is that none of the On User Input scripts for the form run when editing a record this way. Is there a workaround for this, or am I experiencing a problem that shouldn't exist. Specifically what I am trying to accomplish is to have my lookup fields in the edited record dynamically change to display just the item I
Integration Field doesn't show CRM custom module
HI, I created a custom module in Zoho CRM. In Creator, I like to add an Integration field to "link" the record ID to the record ID of this CRM module. However, I see Opportunities, Vendors, etc.. but not my Custom Module. Did I miss something ? The goal is to have the Creator application to be listed as related list in the CRM Module. I could achieve this with the Opportunities / Deal Module, but apparently not for a custom module. BTW, I'm admin in both CRM and Creator. Thank you
Printing Subform Reports
Hi, I want to Print a Recorded Template in which my data is in subform and the data is being printed as shown in attached file. and i want the data to be printed as follows: Design No.: Shade No.: Meter: 56459 240 25.00 23430 1 35.00
Small barcode scanner improvement (UX concern)
Hello, The barcode scanning option in the Zoho Creator app is really great and fast when you put the barcode at the exact center of the screen… But the “green bar” that “scans” the screen (by going up and down), is very confusing for the users, because they think it will also scan the barcode even if it is positioned in a corner, at the top or the bottom of the camera… (which doesn’t work on our side). Would it be possible to add a “Cross Mark” at the center of the screen, to help users “target”
How do I reference a related field in another application?
In "Application A" I have a form called "Customers" with fields name and email. I am working in "Application B" where I have a lookup field that gets the ID from "Application A" - "Customers". Question: I want to get the email field from "Application A" - "Customers" while inside of "Application B" deluge script. How do I do this?
Backup or Export of Attachments with data (Critical)
Hello all, I picked Zoho for it's super quick front side development tools for an innovative multi user, commercial energy building inventory collection tool. A large part of the inventory is a visual reference to the data collected. Once complete, the data AND photo's need to be exported/harvested out of the system for analysis. Currently, the backup feature is the only thing that is getting close to grouping data for export but no attachments are included. This is a critical deal killer. If
display an image that I uploaded
I have been trying to create a display for an image that was uploaded. I have found this workaround (its 7 years old) but I can't get it to work. Im not sure if it is my inexperience or what but I could use some help! https://help.zoho.com/portal/en/community/forumHome.do?forumGroupId=2266000000002001&forumTopicId=2266000000011648&highlight=file+upload+url&sid=d3a4f81d9f4c1cba5f4b410f7ba70bff I would appreciate any help - thank you!!!
Conditional Autonumber Field
Hi Everyone! I have a Business Check module in Zoho Creator. The form has an "Account" selection field, with the following workflow, while record is being created, on success: if(Account == "Operating") { input.Account = "70XXXXXX"; } else { input.Account = "42XXXXXX"; } The code above outputs the correct account number on the Check Record Template. The form also has an Autonumber field for the Check Number, which is also displayed on the Check Record Template. Question/Problem: Since we are using
open zoho form as on selection of dropdown list item
hey m new to zoho.. i want to open specific zoho form as per selection of dropdown list item, can you please help me in this??
Does Creator have custom connections like CRM?
Hi, I've been creating scripts with CRM for a while and I realized Creator might be a more robust platform. The first I wanted to do is to create a Slack connection. But in Creator there are only a limited set of connectable services and I can't add custom ones. Is that correct or am I looking into the wrong place? Kind regards, Rico
Autopopulate related fields
I have 2 forms: 1. Salons - with the fields "Name" and "Area" 2. Sales - with the fields "Date", "Name" and "Area" The "Name" field in the Sales form is a lookup from Salons. I need a script that will autopopulate the "Area" field in the Sales form, with the related area from the Salons report, whenever someone selects the "Name" field in the Sales form.
Aggregate Records
How do i aggregate records Item wise??
How do you insert a record in a second form with a lookup field that is being created in the current form?
I have two forms that are connected via a lookup field. When I successfully create a record in Form1, I want to add a record in Form2. My code looks something like this: insert into Form2 [ LookupField = input.LookupField <field> = <expression> ] I get the following error (LookupField=200): Error details: Error in executing On Add - On Success script. Due to invalid expressions insert statement is terminated Line:(12) Error on inserting value for field 'LookupField'. Given value '200' doesn't exist
How to send a file download link via email.
Hi Guys, In form there is a file field to upload image files. After submission of form i need to send email with download link of uploaded image file to public user. It means i need to create public download link of uploaded image file. How can i achieve this? Thank you.
How to generate greyed dates in a date field based of a selection of another date fields?
I have 3 date fields. Lets say in the the first Date_field1 I give a date 16/10/2019 In the 2nd Date_field2 I give 30/12/2019 Is there any way in Date_field3 to show me 'enabled' all the dates between Date_field1 and Date_field2 and all the other dates to be greyed (disabled)? I mean in Date_field3 all the dates between 16/10/2019 and 30/12/2019 to be enabled and the other greyed (disabled)
Need help with Zoho Creator for UPLOAD FILE field added to my form
I created a form. I added all relevant fields needed for my form, of which one is UPLOAD FILE. And embedded the form in my website and when I tested my form and submitted it, all details of all the fields were received by me, the only part did not come to me is the UPLOAD FILE. I want to know where does this uploaded file go to? Doesnt it come to my email when a form is submitted? Please reply as I need to get my website live urgently. Regards CC LINK POINT
Attach Uploaded File while Sending Email
Hi, I have a form where user can upload files. On clicking submit, I want to email the uploaded file as an attachment. Is is possible to do so using "Send Email" function? Thanks! V
Getting creater app on iphone to open to a page (dashboard) instead of list of forms, reports, dahboards
In the ZOHO supplied restaurant application a pop-up appears to a user account form, if the user has completed a user account record. In addition the application then opens to a dashboard instead of the designated list of forms/reports/dashboard. I disabled all workflows and schedule trying to determine what is driving this functionality. With all the workflows and schedules turned off this functionality was STILL working, so the functionality was NOT being driven by a workflow or schedule I contacted
Insert/Update Subform fields
I am trying to create a record in a form using 'add record' task. However, I am not allowed to insert values in the 'subform' in main form. Also, when I try to update the record to update 'subform' values, it doesn't allow me to do so. I get this error: Error at line number : 47 Field 'Calkain_Brokers1' is of type subform and is not supported in update expression Is there any alternate solution available to achieve this?
Kanban Report view after applying filter
Is There any option to hide columns that are empty after filtering their data ? After applying filters there is a lot of empty columns between columns with data that i need and it is hard to find anything with 20+ columns
Approval flow for embedded forms
Before I go too far down the rabbit hole trying to get it to work, can someone confirm if the approval flow works on forms that have been embedded on a website for the general public to access/fill out? I'm trying to set this up on a referral form for people to refer families to our program, and I'm setting up a flow such that once they submit a referral it comes to us for approval. If approved, I have another workflow set up to create a new record with data from certain fields that were filled
Stock Update
Hi, I have Design No., Shade No. and Meter in Stock I have multiple entries in same Design No. and shade No. (for Understanding purpose please refer the attachment) I am updating stock when the "Dispatch challan" is updated. Now For eg: I have dispatched 40 Meters, Stock should get updated as follows: 56459>250 0.00 90.00 But the Stock is getting Updated like : 56459>250 -10.00
get minimum value
Hello, can you help me with the code how to get minimum value in a form? My client has multiple purchase prices for a product. I need the lowest value of the prices. Thanks
How do you link the zoho creator apps to your zoho one data
For instance there is a zoho creator app called Lead Management, how does this get linked to my Zoho CRM. All of the apps are not linked to the relevant items in zoho, for instance the Creator app called Project Tracker' is not linked to Zoho Project?
Set up a reminder automation
Hello! I am having some trouble figuring out the Deluge script for an automation I would like to apply to my database. I have a main profile form that has several subforms connected to it. One of the subforms is an assessment that is done every 6 months for the family associated with the main profile. How can I set up an automation that would send an email reminder to the consultant (who is a user in the customer portal, and they are associated to the family within the main profile form) within
Insert rows in Subform not Working
Hi, we're having problems inserting rows into a subform dynamically; We have this instruction that suddenly stopped working: input.Notes.insert(newNote); the syntax is correct based in the docs ( input.<subForm_linkName>.insert( <variable> );) and it was working fine until today. Now is throwing the following error: Hope you can help us. Thanks
Renaming an Application
Hello I created a Creator App named "App A". Everything is perfect. Later I renamed in the Settings, "App A" to "App B", and updated the URL accordingly. From the Application, it looks the renaming went right. But in our Zoho One dashboard, the application is still displayed as "App A". In the Admin dashboard, the application is also displayed as "App A". When click on Edit, The display name can't be change, only "Display app to users" checkbox can be checked. BTW I'm the administrator of the app.
Sandbox Removes Custom Sort from Report Upon Publish
Anyone knows how to put Custom Sort back to their report in the live version? I changed the view of a report and make sure the report also have Custom Sort applied on sanbox, but when I publish it, it removes the cutom sort. This is really annoying since the status have Cancelled and Waiting for Resources and of course the Waiting for Resource is way more important than Cancelled. Cheers, Gabe
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