Text cutoff
The app I'm working with has a text input for client email history, but the text box can only hold so much data (about 50,000 characters) before the text gets cut off; some email histories are a lot longer than that, so data ends up being lost. We've implemented a system to create a Googledoc to hold text that doesn't fit, but the system is annoying to manage and we're thinking of phasing it out. We need some way to store large amounts of text (preferably in rich text format) without it getting cut
No option to create a subscription payments via PayPal
Just signed up with Zoho forms, and when setting up my form and followed all instructions here: https://www.zoho.com/creator/help/forms/accept-payments-through-forms.html#Creating_a_Payment_Form I cannot see the following in my From Settings. I was able to do a single payment but no option to check for recurring payments ? Please guide me how to achive this or have you taken that option off ?
Add 2 Default Values To Multi-Select Lookup Field Not Working (On Load)
Hi, I'm having problems setting a multi-select field to have 2 default values on form load. The field is a lookup field with 8 options to select from and 2 of these always need to be selected, as standard. I have approached this many ways but can't seem to get it to work. I am trying to pull the 2 default options through using their ID's and have 2 to set manually. What I have tried: Scenario One: input.field = 123456789; input.field = 987654321; This works, however, it only sets the last ID as it's
Report do not regenerate
am unable to regenerate data in my report. When I select regenerate it is desable and I see the message "Regeneration has been initiated for this report... but never end. Beside, the number showed are wrong I have allowed edit access. Our URL is https://app.zohocreator.com/lepanem/point-of-sale-2-0#Report:VENTAS_DEL_DIA
Any kind of popup in HTML view??
Hello, I have been searching the forums for this and keep hitting a brick wall. I have a permalink HTML view of worldwide meetings that will be searchable by the public. Each meeting record contains a lot of information making it necessary to offer a summary of each one, and allow the public to click on a "More Information" text link for the meetings that pertain to them. I provide a screenshot of my HTML table: I have modified the default List View's "View" link and it works great, except that
How to get user email of the zoho user?
Hi , I have a lookup field that get the user name of the zoho users.[Like Lead assigned to functionality]. Whenever a user is assigned to I want to send a email from the admin user to the assigned to user. How can I get the assigned to user email based on the user name?
Grid/Spreadsheet Style Field?
Hello- I'm new to Zoho Creator and Web App development in general so be nice :^D. I'm really enjoying converting an old FileMaker database I have over to Zoho Creator. Creator is awesome! But here's the question: Is there a way to create a very simple grid or spreadsheet style field? I use this to quickly capture 'to dos' inside a database I have. I'm enclosing a picture in case it helps. It looks like I need to create a separate form and then add it to my main database as a subform, but I could
Create Invoice with 2 or mor lines on Quickbooks with Deluge
Hi, Do you know how to create an invoice with 2 or more lines on Quickbooks from Zoho Creator with deluge? I've tried many times, but when I add a text variable to a map variable like this: Invoice = map(); Invoice.put("Line", TextVariable); The map variable ends up with a lot of "\", and I can't do anything about it, even after removing the "\" with replace all because it ends being a text variable. Thanks.
Total items selected in mulit select field
Hi all, Sorry I think this will be a really easy question to answer. But I can't work it out. I have a mulit select lookup field called schools. I want to use a formula field to calculate the total amount of items that have been selected. Thanks in advance.
Record Template Summary as attached PDF in notifications / schedule
Hi, We'd like to set a notification everytime a new record is created or edited. Is it possible, is there a way to send the record summary as an attached file (PDF) instead of embeded html format? May be throught schedule options since there seems not possible through the form notification section? Thanks in advance and best regards. P.S. You can read on your documentation about the new application builder: You can even use this record summary in email notifications (send it as inline or as a PDF
Reporting Grandchild Data Elements
Hi all, My data is set up so a top form called assembly uses a multi select to hold different parts. My parts form uses a subform to collect different materials that the part is made out of. I am able to report on the materials from the parts section but I cant do so from the assemblies section. ZOHO does not seem to realize that assemblies and materials are indirectly related. How can I set something up so that when I click on an assembly all of the materials (grandchild data) is displayed. Thanks!
Drag and drop functionality to design wedding hall for a wedding planner client
Hello folks, I am working on a Zoho creator applicator for a client in wedding planner industry. I would like to know if we can use "drag and drop" functionality just to set the seatings and placement of bride and groom sofa's etc. As far as I explored the system, I didn't find any thing related in Zoho creator, Kindly advice if there is a possibility around the same or if I need to choose any custom solution including third party language like PHP, java etc to achieve this. thanks in advance! Rabia
How to export actual ID number to CSV
I am exporting my creator data to excel. I need to reference the ID number generated by Creator but when I pull up the csv/xls file, the ID number is in scientific notation. I've tried formatting it as a number as well as text and general. Regardless of the format change, it doesn't equate back to the original ID number. It appears as a generic number with all zeros at the end (example 3588737000000020000. It should be something like 3588737000000023014). Does anyone know how to export the data and
Pulling Data From Child to Parent
Hi all, I'm new to Zoho and Have been experimenting and would really appreciate y'alls help with a issue I'm having. I have three forms - FMEA, Part, and Failure. Failure is a child of Part (there is a lookup for failure in Part) and FMEA has lookups for both Part and Failure. How can I set it up so that when I add a Part to FMEA, the Failures in the Part are loaded into the Failures Section in FMEA? Part is only a tool we use to categorize failures and quickly add multiple failures to an FMEA so
Filter subform lookup field
Hi, I need help to filter a subform lookup field based on a field in the parent form. for example, I want to enter a job number in the parent form and have a lookup field in the subform only show phase codes for that job number.
Creator Sub form - change layout whiten the form its embedded in
1. Is there way to change how a Sub form displays on a Form? Right now its one line that scrolls. Id like to have the SubForm in a layout similar to the form its embedded in. Seperate lines for each field. 2. Is there a way to apply conditional formatting to Sub form fields?
set first in list as initial value (lookup)
Hi folks, Is there any way that I can set the first value in the list of a lookup field as the initial value? The lookup field has a filter set on it, so the initial value will often be different. I just want it to auto-input whatever the first value in the list is. I would appreciate any help! Thank you, Lindsay
How do we get the Report generated of the Forms which are submitted for the Apporval
How do we get the Report generated of the Forms which are submitted for the Apporval. I have created approval Process. i wanted to create a Report stating these approved and these are pending ...kindly let me know
Record Visibility in Customer Portal with Hierarchy
Hi, I had develop an order management apps with customer portal. Our customer has hierarchy i.e: Company A with Agent A1,A2,A3 and Company B with Agent B1,B2,B3. Please refer to attachment for the overview. Record entry is via API, customer portal apps or sometimes record is entered by our staff (zoho user) on behalf of agent via apps. Every record will always refer to a specific Company and Agent via record lookup and customer portal lookup (zoho.loginuserid). Hence an order form will have 2 record
Please Wait is not at the scroll location
Hi, I've had some really quirky drama's with my forms and Zoho insists they can't do anything about it so I'm looking for any and all help. The sole reason I put this client with Zoho was their form capabilities and now they aren't working as they should which has been supremely frustrating. FIRST CHALLENGE: We have 2 forms for clients to complete which are quite long and involve them uploading up to 5 images. What is happening is that the "please wait" that should tell the client that something
Removing fields from form
hi all, i’ve serached The forms but am unable to find an answer. I’d like to remove the fields “referrer name” and “task owner” fields. I’ve attached a screenshot
Stateless Form "Error at on click script."
I have a stateless form in a creator app. It has an onload script and a on-user-input script. Both use values in the form to calculate and populate other values in the form. I added an onclick script for my submit button, and regardless of the contents of that script, when I click the button, I get an alert that reads: "Error at on click script. Note: We are working on giving more meaningful error messages on script failures." I have tried making the script empty, only having an assignment (eg.
Auto populates a 19 digit number instead of company name
I've been working on setting up what I like to call a "Scheduling Tracker." I'm a virtual assistant and trying to create an application to help me be more efficient when it comes to scheduling for my clients. I have one form where it just lists the company names. I have another form called "Contacts," where the associated company for the contact is a lookup field to the other form. On the scheduling form I'm creating, once I enter who is being scheduled with, the individual's assistant (if they
Updating records in form
I have a form call Plants that is filled with a list of products. To update the list I, I import an updated list to another form called Upload Plants that uses the On Success Workflow scrip below to copy the newly uploaded list to the Plants form. This works fine to update existing information if the items match but it does not add new items in the Plants list. Can someone help me with the logic to do this? My attempt to add a new item is the scrip starting with if(input.Description = Null) but
How open a record to edit using openUrl using perma-link?
Hi, I need open record to edit via record id. But I want that form and view are private and open record using perma-link, is this possible? I saw this link https://www.zoho.com/creator/help/views/editing-records-via-record-id.html. http://creator.zoho.com/<userName>/<applinkname>/#Form:<formlinkname>?recLinkID=<recordID>&viewLinkName=<viewlinkname> I tried http://creator.zoho.com/<userName>/<applinkname>/#Form:<formlinkname>/<formpermalink>?recLinkID=<recordID>&viewLinkName=<viewlinkname>/<viewpermalink>
Use Form Data To Fill A PDF Form
I have an app from which I would like to be able to somehow export the data from it in order to fill out a PDF form. Is there a way I can do this? Also, is there a way I can save that populated PDF to the Documents module in CRM?
Custom redirect on sign-out of shared app in Zoho Creator
I am posting this up in the public forum after following up with the developer team on one on one basis, looking to understand if that's just me who need this feature or there are others as well. So I have developed a couple of applications using Zoho creator platform, but due to license limitation and use case of the requirement it was never a problem to just use the app as a "shared app" per say, and not really buy the Customer portal license and share the app to the users as a customer. That being
Developer Zone vs Standard Creator Differences
There seems to be a lot of difference between the developer zone account and a standard creator account that is paid. Is this the case, and is it a waste of time to go work with the developer account?
How to specify the display of a number field to include the "1000 seperator"
I have a form with a currency field. I want to display this field in a html view in the correct currency format e.g. $1,000,000 for a million dollars, rather than the default $1000000 Is this possible? How? Ideas appreciated, :)
Subform populated from Zoho books and then updated?
Is it possible to add a subform or some sort of report that would join invoice data from Zoho Books (via API or otherwise) into a Zoho Creator form. Roughly: The fields would be: Account: Invoice date: Subform (or some alternative) of uninvoiced time associated with the account in the main form that included timesheet info and added an additional numerical value field (actual time you want to invoice). When the user clicks on submit the timesheet data would then update as invoiced/billed or
Zoho Creator Apps Slow To Load
My Zoho creator Apps are slow to open and search today 19-06-2019 12:06 BST. I am based in London UK. Are there any known issues today? Thanks, David
How do I assign scores to certain answers in forms
Hello, I was wondering if it's possible to assign values to certain answers and total it all up at the end? Similar to how Scoring works in Zoho survey I want this specifically for zoho creator so I can create a custom html page at the end. Thanks
Display multiple lookup fields
Hello, i'd like to know if there's a way to display multiple fields when using lookup i have 3 forms (Products, Customers, Orders) Products contains ID Product Name Product Cost Sale Price Customers ID Customer First Name Customer Last Name Customer Phone Number Orders Customer (linked to ID field in Customers form) Product (linked to ID in products form) i want to only store the customer id and product id in the Orders form,,yet i want
Filter setting is not getting saved in zoho creator
HI Team, I'm trying to configure conditional lookup using Zoho creator. Example: Form 1: Add Sponsor Form 2: Add Products (text field) by selecting the sponsor (lookup field from Form 1) Form 3: Add Details Select Sponsor (lookup field from Form 1) Select Product (lookup field from Form 2) Here when i select Sponsor A, all products related sponsor A should be listed in Product Drop down and similarly when i select Sponsor B, all products related to sponsor B. As
Question about "queries"
How do Microsoft Access queries translate in Zoho Creator? The limited knowledge I have about databases and applications comes from working with Access so the only way I know how to ask the following question is by referencing Access queries. I have two forms: one that holds a record of every job my company has ever worked on. It is essentially a jobs database that has a field that displays the status- active, completed, incoming, etc. The other form is an internal work order request for any of those
How to customize the auto number field
Is it possible to customize the auto number field? I have two forms: one that holds a record of every job my company has ever worked on, the other form is an internal work order request for any of those jobs. On my internal work order request form there is a lookup function so that anytime a request is generated you have to select which job it is for in a drop down list. How can I get my work order request form to auto number the work order according to what job it relates to? I'd like it to display
Customer Portal - What Customers See
Hi Folks, We are looking at implementing the customer portal for our customers. When using the customer portal, do customers see only records that are their own, or can they see all records? We work in a fairly sensitive area, so we want to only allow customers to see their own records, not all of the records on the system. Can you please let me know if this is possible and how we set it up so customers can only access their personal records and not all records? Also, is there a trial version
Changes to Detail View
Hi- Is there a way to add an "edit" button in the Detail View for Related Blocks? For example, I have a Project report that opens a list of tasks from a Related Block....I'd like to able to open that Related Block of tasks so they can be edited, without having to exit out to the Task Report. Also, is there any way to add a default sort in a Detail View of a Related Block? in example above, would like to sort tasks in reverse order of due date (i.e., oldest tasks first) Thanks.
Scheduling a Function
Hi folks, I am building an app that tracks maintenance and training records as well as tasks assigned to staff. Maintenance and Training records have their own reports as does the Tasks form. I want both the Training and Maintenance records to create a task 12 weeks before their expiry date. I have created a Function that works as a Custom Action in the Maintenance and Training records reports. It takes the pertinent data from the record and populates the Task form. I am struggling to schedule
Login User Permision
I have question about Login_User permission I know, if I add the workflow for a module as a condition > work if added user is Login_user, it will work But, I have to do write a workflow for all of modules he can access and there are lots of modules. Is there ant easy way to put as workflow as: If Login_user access the application, he can access only his added values on each modules. Thanks a lot
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