Workflow - changing Product Details section
I decided to post my solution to this problem. Many forum posts suggests that Product Details section is uneditable, there is lots of misinformation in these posts as well as example 2 in documentation which suggest solution that doesn't work(link https://www.zoho.com/creator/help/script/crm-v2-update-records.html). salesRec = zoho.crm.getRecordById("Sales_Orders",salesID); productsList = salesRec.getJSON("Product_Details").toJSONList(); for each product in productsList { //Here you have to
trying to add an event
I am trying to add an event from Zoho Creator so it appears in the CRM calander but I am having no luck I am attempting to adapt Damian's suggested script //create contact map contactMap = map(); //populate contact map contactMap.put("First Name", "Damien"); contactMap.put("Last Name", "Cregan"); contactMap.put("Email", "damien@example.com"); //add other info as needed //create contact in crm crmResponse = zoho.crm.create("Contacts", contactMap); //create task map eventMap = map(); //populate task
Using Multiple fields to update Stock
Hi, I want to use multiple fields to update stock for eg: i have Design No., Shade No., and Meter using the reference of Design No and Shade No meter should get updated. Note: Design No. and shade no. can have multiple entries of same number. I have tried that but it doesn't seem to work. Following is the code i tried. for each Stock_Record_Obj in input.Fabric_Details { //fetch fabric stock record by using the ID of the record from the lookup field product_Obj = Fabric_Stock[ID = Stock_Record_Obj.Design_No];
Zoho Creator App - data lost if another activity is opened
I'm trialling Zoho Creator and it meets most of our requirements. One problem I'm having is when testing on an Android device using the 'Zoho Creator - Business Process Automation App' if I start filling in a form, and then switch to another android activity and then back again - when I come back to the Zoho Form all the data I've filled in is gone. Can this be prevented / can the draft be saved and restored?
Zoho Creator Offline Mode
I'm trialling Zoho Creator and it meets most of our requirements. One problem I'm having is when testing on an Android device using the 'Zoho Creator - Business Process Automation App' if I submit a form when there is no internet access I'm presented with a grey "No Network Connection Page". Whilst the submit does happen when I turn internet access back on it would be better if a message could just be displayed indicating the submission would be uploaded later.
Fetch 2 records in one collection variable?
Hello Can i fetch 2 fields record in one collection variable?
Emailing Images with Zoho Creator
Hello, I wrote some very simple code to automatically send pictures to an email when its on a successful submission. The images appear in the form correctly, but in the email the pictures show up but they are not able to be opened. Is this possible to fix? Customer1 = Customer_Form[ID == input.Customer]; sendmail [ from :zoho.adminuserid to : Customer1.Email subject :"Hello! Here is your mail for" + zoho.currentdate+"." message : input.Mail + input.Mail2 ]
Inventory Update using Deluge
Hi, Can someone share the code on how to update Stock after product is Dispatched automatically. Ex: I have Design No., Shade and Meter in stock and i would like to update them on Dispatch. I tried but i am not able to find an answer for that. Please help me ASAP
Filtering Report Passing URL Parameters
Good day, I create a report to be accessed with a Url Link that pass filtering parameters to the report view, in this report I have available the search tool, when I search something and then click on cancel search button the filter disappear and the report show all the records. How I can protect this records views for undesired users, Best Regards,
[Webinar] Schedule work orders directly from Zoho Creator
Hey folks, This Thursday 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
Zoho Creator App Post Submission Redirect
I'm trialling Zoho Creator and it meets most of our requirements. One problem I'm having is when testing on an Android device using the 'Zoho Creator - Business Process Automation App' if I submit the form according to how I've got the settings setup it's supposed to redirect to a completion page... but it does not - it simply reverts to a blank form again:
Shift current version to Zoho Creator 5.
How can i shift my present/old creator account to Zoho Creator 5?
How can I update Inventory record in Zoho Creator Subform
Hey there, I am trying to build the app for Inventory Management in a subform. I want to update stock selected in a subform to be subtracted from my master inventory in terms of quantity. How can I achieve this in a subform using Workflow. Any help would be appreciated! Thanks in advance!
left expression is of type BIGINT and right expression is of type STRING and the operator == is not valid (Deluge error)
Hi, I want to fetch records from my Dispatch and update Stock but seems to have problem in the field type and the field type is supposed to be String This is my code: for each Stock_Record_Obj in input.Fabric_Details { product_Obj = Fabric_Stock[ID == Stock_Record_Obj.Design_No]; product_Obj.Meter = product_Obj.Meter - Fabric_Details.Meter; }
Aggregate a month sale performance
Hello, Can someone please help me with a code how I could aggregate a performance of a salesman in C5? I have a formA where I collect product details of sold items in normal fields (not in subform). If a product is sold I'd like to add some records of the form to formB to a subform. I'd like to do it on monthly basis, so records belong to the same month are expected to be added to the same form, and a new form should be opened when the first sale of the new month happens. Some of the fields of formA
Remove options from drop down/lookup field?
Hello, I am creating an app that has 2 forms (Entry Form and Teams). In the "Entry Form" is a lookup field to the "Teams" report. In "Entry Form" I also have a drop down list that could have the same values as the "Teams" report, not sure which is best to use but I am guessing the lookup field? What we want to happen is that when a user selects a TEAM on the "Entry Form" app for that TEAM to be disabled, or no longer able to be selected by another user. So if we publish this app to a webpage
Pre-purchase newbie questions
Hiya, my name is Simon and I'm a UK based web/marketing freelancer. A client recently told me that he runs his entire contractor database, that runs his event staffing (festivals and mass crowd events) via an excel spreadsheet. I suggested (sensing the opportunity to do something different) that there might be some off-the-shelf database technology that could be adapted to his business with a relatively low build time and cost. …and he agreed to let me pitch an idea or two. I did some research and
Update records in Zoho Forms
Hi, I'm trying to build an app which will calculate Days assigned for an user based on total duration for tasks when a Task is assigned. following reports/ forms are used: Task - contains subject, duration(in days), etc User - Contains Full name, availability(for each day), email Assignment - User Full name (lookup value from 'User'), Day1, Day2..(drop down/ lookup value of Subject from Task form) What to achieve: When I assign a task to User 1 for Day, I want to subtract 1 from total duration days
Tax calculation
Hi, I've taken the default Order management app from Zoho and trying to customize as per my requirements. I'm experiencing a challenge with Tax calculation. With the requirement I've to calculate Central_Tax, State_Tax and Local_Tax and display the Tax value (sum of Central, State, Local) + product value under Net_Total. Here is the default script I see. //Calculating the net amount here if(input.Federal != null && input.Sub_Total != null) { taxAmount = input.Sub_Total * input.Federal / 100; input.Net_Total
Deluge script to identify blank dates
Hi guys, I'm trying to add a script that says if a client relationship status is terminated i.e. changed to "N", that the date of the termination and a reason for the termination is included and if it is not entered then cancel submit. My problem is that if the if I put if(Status == "N" && Termination_date==""|| Reason == "" The script is rejected as it requires a date format, without the Date query the script works so all I need to figure out is there a work around for this?? Thanks
Create custom login form
Hi, I want to create a custom login form. I also know the custom portal features that can fulfill this requirement. But i want to have customized my own theme for the login form. I am not able to customize the customer portal. Is there any way to achieve this?
How to call Gmail API from Deluge within Creator
I need to call the gmail API from Creator for the currently logged in Zoho user (I assume using Deluge). My purpose is to lookup an email thread related to the record. Is this possible?
Help with customer Portal
Hello, I am currently using the customer portal to setup people being able to see mail. Is there a way to set it up in a way that each customer can only see their mail?
I want to create registration process(register/login) forms
Dears, I created test app to get the food order and i need to create a registration and login form for my app .. is it available. Can i create form for registration and other one for login and using the Relationship Diagram to create the customer table .. it is avaliable .. cause i find not avaliable threads about this topic? thanks
How to insert PHP form values to the zoho creator form?
Hi I need to help for inserting values to the zoho creator forms.Details are below. I have one PHP form , when i submit the form the values of the form will be insert to the zoho creator form. How can i do this? Any help Many thanks in advance!! Thanks
Html 5
Hi, Does Zoho Creator support html 5 in pages? Tks Pippo
How to limit decimal places in formula field?
Hi! I have a formula field with a calculation. Sometimes it de result has lots of decimal places, but i want to limit it to 2 decimal places. I tried the ().round(2) function but it's not working... any ideas here?? ( if(dBA = null,"",if(dBA < 80,"",input.TE * 100 / if(dBA > 100,1,if(dBA > 97,25,if(dBA > 94,50,if(dBA > 91,100,if(dBA > 88,200,if(dBA > 85,400,if(dBA > 82,800,if(dBA > 80,1600,2400)))))))))) ).round(2)
What are the limitations of Zoho Creator?
Kindly share your insights and experience with Zoho Creator. Regards, Yaali Bizappln Solns
Send Template via Worklow
Hi, is there a way to send a custon template vía email? Like when i submit a form. But i need when i push a button action. is here any deluge code?
Deluge statements with single line field QR/Barcode enabled
Good day all, I am working on an app that has a single line field with QR code\Barcode reading enabled. It will be used to scan barcodes on vehicles populating the field with the VIN of the vehicle, which is a 17 character alpha numeric value. I have limited the field to only accept 17 characters. Some makes of vehicles include an " i " character at the start of the VIN when you scan the code. The " i " character does not make up part of the vehicle's VIN and therefore should not be included in
"Loading View..." when exporting Page with embedded Reports
Hi I need to export a PDF of a Page that contains multiple embedded reports. When I do, all I get is "Loading View..." repeated as many times as there are embedded reports. Is there a way to export a PDF based on a page that's already loaded? Similar thread: https://help.zoho.com/portal/community/topic/schedule-html-pdf-view
Diasable Custom Function Button
I have created a custom function button in Detail View that updates a field in my form. Is there a way to disable the custom function button if the field is no longer Null?
Dynamically populate drop down based on selection of previous record
Hi Chat2ram, Dynamically populate drop down based on selection of previous record: Please follow below URL link processes, After that follow below steps to configure dynamically dropdown listing of Country, State and City. The process of Country, State and City as a dropdown...
Customer Portal Invite Users
Hi, I want to know if it exists a way to automate the user invite in the Customer Portal via a custom Form, or other via without user interaction. Thanks Gowsalya
Llenar tabla de llamas únicamente de un cliente es específico
Hola buenos días soy novato en ZoHo, alguien de aquí que hable español que me pueda apoyar con unas dudas que tengo con Creator y CRM. Lo que pasa es tengo un ejemplo de datos donde tengo clientes en un reporte, los importe de un documento de Excel que tengo y lo que estoy intentando hacer es traer las llamadas por clientes y no traer todos de juntos ya sea en un reporte o una página. Habrá alguien que me pueda apoyar o guiar un poco. Saludos y excelente día.
Schedule HTML PDF view
I have created a report based on a number of reports collated into a single HTML view. I would like to schedule the email of this report as a PDF. Creating a PDF of the HTML renders nothing, except for: Loading ... Loading View... Loading View... Loading View... So I can't even attach a PDF of the view to an email, so this would need to be fixed first.... It would be great to have the HTML pages included in the Report Schedule choices. It would allow for much greater customization and customized
Question regarding the https://creator.zoho.com and https://app.zohocreator.com
Good Evening, As we know the applications which starts with https://creator.zoho.com/<zoho.adminuser>/<zoho.appname> redirects to https://app.zohocreator.com/<zoho.adminuser>/<zoho.appname> in the new ZC5. Can you please inform us for how long this redirection will be on air? Will you have it forever? Do we need to change these links (in openurls etc) in older applications which we have created using the older builders?
insert report in XML format into an external web service through a workflow, with API call
Hello! I need to know if someone has been able to insert a report in XML format, with a workflow in an external web service. And if they have succeeded, how have they done it? I have tried the map () function and I have not succeeded, I get an error due to URL extension since it exceeds 2048 characters I have also tried doing an addition of variables <URL> + <XML> And I get the same result as in the previous paragraph When trying to perform with the Postman it indicates the same error But if I enter
List report grouping redesign suggestion
I find using multiple grouping in list report to be quite confusing. Having the first group label been repeated prior to each subgroup is very repetitive and not as readable as it could be. Here is a suggestion. Its a simple hack, but it put emphasis on the subgroups which makes the whole thing easier to read. Looking forward to your feedback. B.
Process of Creator App & Form creations
Process of Creator App & Form creations : The ZOHO Creator is a cloud software to create custom applications. A Form is the component of ZOHO Creator App. It used to collect and store data and enables your users to enter data into your app. First, Login in your Creator App portal and follow below steps...
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