need to create a search form from the application i made
i need to create a search form from a uploaded data so that user can search from a unique value suppose admission no pls help
Offload file to FTP Server on Upload
I am in the process of doing some integration with my site and the CRM. I was curious if it's possible to upload a file on ZOHO and have it be stored on my private server through FTP or some other means. The files are about 10MB. I'm open to any suggestions to get the file from ZOHO to my own server. Thanks!
Zoho Creator Integration with PhoneBridge
Hi Zoho, Would like to know if there are possible ways of integrating Phonebridge with Zoho Creator. For starters, we want to use ViciDial as our Dialer to call from Zoho Creator. Would most likely need the Click to Call functionality and being able to store recorded calls. We would also need to have a way to implement autodialing features and gathering data like average handletime similar to any telephony applications like Avaya.
Zoho Creator - LookUp Field (Text) in In Formula displays number
Greetings from a Newbie :-) Think I'm missing something relating to Import formatting, can anyone point me in the right direction? When I include an imported field in a formula (string) (below) The result displays a number rather than text I've reviewed the import help file https://www.zoho.com/creator/newhelp/forms/create-by-importing-data.html And thought it was a UTF-8 issue , but still am having issues. A million thank yous in advance, David P.S. Thought this link was interesting, https://stackoverflow.com/questions/2241348/what-is-unicode-utf-8-utf-16
Payment Form
Hy , How can we create Working Payment Form in Zoho creator ?
help, trying to verify my portal, what im doing wrong?
i added the CNAME already on my domain, then when i verified the domain it went trough but when i try to acces the site i cant what other step do i need?
Search Interface In Zoho Creator
Hi, I am trying to create a search interface in Zoho Creator, but my unfamiliarity with Deluge script is hindering me. I have tried to follow the tutorials at https://www.zoho.com/creator/help/application/search-interface.html and https://www.zoho.com/creator/help/views/create-html-views.html but they are not complete. Could you please publish the entire solution for the example in https://www.zoho.com/creator/help/application/search-interface.html or send it to me? Thanks MArk
Custom Application Table - share with Inventory as a drop-down to select from
Hi, I have created a custom application purely for the purpose of having a list of specific locations across Australia. I want use this to populate a drop-down list (to choose from) of a custom field in the Inventory module. Is this possible and if so how? Very new to Zoho so any help would be greatly appreciated. Thank you Al
[Solved] Change Lead Status in Leads Form but Failed
I have Leads form that have dropdown lookup to LeadsStatus Form (Call In, Follow Up). I want to make a "Follow Up" button in the report that change particular lead status from Call In to Follow Up, but I encountered an error. Here is my code // error /* input.Add_Prospect_Status.StatusProspek = "Follow Up"; */ // error // input.Status_Prospek = "Follow Up"; // error // input.Status_Prospek.StatusProspek = "Follow Up";
Assign Customer Portal Profile via Deluge script
Would be great to be able to assign a profile to a customer portal user programmatically. By default they are assigned to the "Customer" profile. This gives them views of every from I have created. Not ideal at all.
Extracting Xero data using Xoho Creator
Has anyone successfully used Xoho Creator to do an API call to a Xero? I have everything set up in Xero with Consumer Key and Consumer Secret for a private application but cannot seem to get the call correct in Xoho Creator. Does anyone have any suggestions? thanks in advance.
Concatenate Lookup Fields
Hi, I have a form w/ the fields(type) - Year(single line), Make(lookup), Model(single line), Color (lookup) A Formula Field NameLong with the formula input.Year + input.Make + input.Model + input.Color Result should be 1995FordMustangBlue Instead the lookup field data is being replaced with long numbers such as 19953877384000000039079Mustang3877384000000039015 Can anyone help please. Thank you
"Capture geo coordinates" Option in Zoho Creator Breaks Address Field!
Recently Zoho appears to have added a "Capture geo coordinates" option to Zoho Creator Address form fields. By defaulting this option to ON (and not properly testing it) the addition has partially broken the Address field in Zoho Creator Forms. If a user inputs a # symbol into any of the Address fields the form will immediately throw an "Error Occured" message and the only solution is to reload the form and re-enter all data without using a # symbol. The "Error Occurred" message appears immediately
Update the last record with certain criteria using Rest API (Edit Record)
Hello, I am trying to edit a record based on two criterias that are name and last entry in a column, as of now the function is working fine and updates based on the first criteria {Empname == } but for every record, how can i set the second criteria to narrow the update record as the biggest time stamp belonging to the Empname; as; criteria = {empname == "Smith" && Timestamp = (Last Timestamp)} Thanks,
Separate Customer and Leads Form?
I have customer and leads form. They have same shared attributes like Name, Phone, Address and Leads have it's specific attributes like First Contact Time, Contact Via. I want to separate Customer and Leads into different form but my boss want to add Customer into Leads form as a subform they have same attribute so no need to have Customer form. My question are: 1. What's the pros and cons of each? 2. For the second option (Customer inside Leads form as a subform), how to design the form?
Add normal field values to another form's subform
Hello, I have two forms. I’d like to add normal fields from FORM A to subform fields in FORM B. I have product details in normal fields in Form A (Product, Price, Date, Staff in charge). And I'd like to add these records to a subform in Form B. Can you help me how to do that please? Thanks in advance
Removal of repetitive item from Lookup field
Hi Friends / Team Need help here for repetative data from lookup field, The details are below I want to achieve as Country >> State >> City Form 1 :Created form and added country in a table Form 2 : Created another form and added lookup for country field and text field state to capture state now the problem is one state belong to many cities, so i have to create another form to add state as lookup field and city as text field. If I add the city along with state in form 2 and want to add municipality
stored data encryption
Hello: I have a project that requires sensitive data is stored encrypted, and subsequently unencrypted for presenting in views. Is this possible with ZC? Thanks! Kenny
URL field, Link Name, Default Value
Hello, I think it would be great if the Link Name option of the URL field could have a default value field in field properties. It would make it easier and faster to define a simple unique word or expression as a link for each record containing a URL field without the need of entering the same word for each record we submit.. Anyway, while waiting for Zoho to add this feature to Creator, here is a working solution I found based on the following source : https://www.zoho.com/creator/help/fields/configuring-a-url-field.html
How to create a calendar view of a form that has 3 date fields - using all 3 of them?
Greetings, I am new to Zoho Creator and it seems fairly easy to create a calendar view of a form using a single date from that form. However, has anyone got an idea how to include 3 date fields on a form on a calendar? I don't see how to do this, but perhaps using Deluge it can be done. I did see a post about how to gather dates from multiple different forms into a singe form as a list and then create the calendar from that; perhaps that is the solution I need. Thanks for any tips! Jennifer
Not able to retrieve a parameter passed to an HTML page
I pass a parameter to an HTML page, like so: htmlpage Pass_Parameter_Between_Pages() displayname = "Pass Parameter Between Pages" content <%{ varparam = 1; %> <table> <tr> <td> <a href = "https://creator.zoho.com/selbaum/time-money/#View:Receive_parameter_from_a_page?<%=varparam%>">Click here to pass a parameter</a></td> </tr> </table> <%}%> But the parameter is not received on the receiving side, which is as follows: htmlpage Receive_parameter_from_a_page(varparam1) displayname = "Receive parameter
Access and Change Dropdown Value
Hi all, I'm creating a simple leads management app, but now had a problem with dropdown. In Add leads I have lookup value to "Leads category" which is a single line that showed up in "Add Leads" form as a dropdown. In "Leads category" there are some category like "Call In", "Follow Up", "Booking", "Paid". I want to set default leads category for each new leads as "Call In" but I got an error when submitting form because of different data type. Here is my code input.Leads_Status = "Call In";
How to include creator record ID (system generated) in a script for a workflow which creates a task in Zoho CRM and populates the task fields with the creator record values?
Hi I have an app that we will use to record customer cancellations. One of the workflows associated with this app involves creating a task in Zoho CRM for a colleague to contact the customer. The code I have used is below; taskinfo = Map(); taskinfo.put("Owner",{"id":"3052082000000264001"}); taskinfo.put("Due_Date",today.addDay(7)); taskinfo.put("Subject","Cancellation Request"); taskinfo.put("Description","Please contact re cancellation request"); taskinfo.put("$se_module","Accounts"); taskinfo.put("What_Id",{"id":input.Organisation_Name.toLong()});
Sandbox permissions vs full app
hi can I share access to an sandbox app without sharing precision to the full app? for example I don’t want the developer to have access to all data and information within the app.
Update Field From Button in Report
Hello, I know that the answer to this must be very easy but I just cannot manage to work it out. I have a report in my app which lists all pending orders from the Order Form. The report is displayed as list and I have got a button on each "row/record" named MARK AS COMPLETE. I want that when the button is clicked that it updates the field "Date_Completed" in the Order form for that record to today's date. Can someone please help me! I have followed all the guides but either nothing happens when
Subform Help
Guys I have a main form called vehicle_transportation and 4 more forms on the same app customer_form auction_form destination_form make_model From the main vehicle _transportation Form I have look up fields to all these 4 forms and everything works perfect to capture the data and generate the records. now i created a new form to invoice the operation, on it I added a subform with a lookup to one field on the main form (vin_number) and im able to select from the drop down the proper vin corresponding
Explain conditional formatting in calendar reports in live mode
Hello, It would be useful, if you use color code in your calendar report, that the user could see the meanings of the individual colours. Maybe not a big deal, and other users would like it too. Kind regards
How to add relational filter based on start date column in table
Hi, I have created a table with Company name, A start date, and time (mins), which is data from desk. Each company has a different start date. I want to filter the data so that the time (mins) shown, is relative to the data that has taken place since each company's start date. The issue I have run into is that this date is different for each company. I have tried adding a filter with the start date, chaning the setting to relative and adding 'this year', however this doesn't work. Any ideas?
Unable to find Map function
Hi, Here is my script: DealId = ID; mp = Map("Mise_de_fonds" : Prix); resp = zoho.crm.updateRecord("Deals", DealId, mp); ID is a refer field. I get this error: Not able to find "Map" function (See screenshot). What is going on? Thank you.
Xero
How do I get Zoho and Xero to download information and integrate to each other?
Hide scrollbars in embedded report.
I have embedded a report in a page. The page displays three scrollbars. How to hide the additional scrollbars. Please see the attached screenshot.
Set iframe width?
I am experimenting with iframes and how to add them to sections of Wordpress sites. How do you set the iframe to occupy a certain width? If I leave the width at 100%, then it requires the user to scroll side-to-side on the web page. https://photos.app.goo.gl/vapWharBSyjwWqjR8
Reports - format decimal number
I have a decimal field in my form. I want to show the decimal number with comma and decimal formatting in the report only. Is this possible without using a formula field?
Microsoft BI & API
We currently utilize Microsoft BI and will continue to do so. We are trying to connect (only need Read access) using the API utilizing the documentation found at https://www.zoho.com/creator/help/api/rest-api/rest-api-view-records-in-view.html. We are not getting any errors when connecting however we are displayed a table with the following columns {kind, name, children, text} (see attached image). We have verified the authtoken is correct, scope and zc_ownername are also correct. I am the owner
Backup Creator 5 App with Basic Plan
Hi Zoho community, I'm trying to decide whether Zoho Creator 5 is suitable for my small business. I think that the Basic plan most suits my 1 person business. If I were to go with the Premium Plan I would still only be 1 user so would get no more than 25,000 records. My main concern is that there is no off-line backup facility within the Basic plan. That's the only extra option that I'd need from the Premium plan. I'm reluctant to pay double the price just to back up. With the Basic plan it seems
Can't view component in Published Page
As the title, perma-link: https://creator.zohopublic.com/hoangnl.tst/viking-account-service/page-perma/ORDER_TRACKING/xU2E6OQ6xkEeQ0s2CE1Gn4SjEfeTYeG0HZVJtY8B8gWyhM9Uf1DsQfWV1MPCT9Ej5eMMePskOgmJ2g5ZPHZMvdqFGmEqCuFGCurw It shows: "We failed to retrieve this form. An error occurred when we tried retrieving Order Tracking Key. This error has been reported to Zoho Creator support." I try to publish all the component but it's sill the same. Can anyone help me with this problem. Thank you,
is there any way to create a customer for my portal via script?
what i want to do is, if i create a record( lets say a client ) on my custom module in CRM i want to create at that same time the customer login for my portal via scripting, that way my zoho crm local user wont have to login to Zoho Creator to make a login for that client to be able to use the customer portal.
report with multiple forms
I wanted to open this up to the community to see if I am on the right track or if there is an issue with my design. To fully accomplish what I have in mind with my application in Creator it would take 141 fields in a form to have all of the data in one place. Knowing I cant do that I wanted break down those fields into common areas with each area as its own form no more than 30 fields. For testing, I simply created a contact form, call results form, & email result form. Each form will have a auto
Filter lookup to prevent selection of previously selected values
I have a main form which stores profiles of children. A second form creates a health record for each one. I only want one health record per child. The health record's first field is a lookup to select the child it stores health information about. How do I dynamically adjust the pick list to only display the names of the children who have not yet had health records created? I assume I need a Deluge script for this and it's a bit beyond me at the moment. (Still learning!) Any hints would be appreciated!
Zoho Creator - Public Form - Prefill data in url
Not sure but I have not been able to succeed in getting data prefilled in Public form. I want to sent person form with details prefilled to know his opinion for that particular project/row. Kind of getting rating from client.
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