Record Summary Template Formatting
Hello, I am trying to use a custom record summary template to create an order that is automatically sent after a user submits the form. While this works great, I cannot figure out how to format this PDF (attached) to show the items in rows instead of values separated by commas, I would like to hide fields if they contain no value (like TAX EXEMPT ID), but show them if they do contain a value, and I would like to removed the USD label on prices and show a $ like on an invoice. Can this be configured
New C5 Map Report
Hi! I noticed the new map report in C5, great job Zoho! Fo my application, I need to map many dozen off location based on their GPS coordinates in DD MM SS rather than the complete adress. Is it possible to do that? I'have speak with one of your colleague in Montreal during the last Zoholics and it was possible. Thank you for your feedback
Search field data with spaces wields no results
Hi, I have a report with a field that contains data in the following format "KM - 18-01". When I search the field with "Contains KM" or "Contains 18" I get corresponding results. However when I search for "KM - 18" I get no results. Why is this? Thanks Michel
Creator: Making a contract; Cannot import " Account Owner" into the contract
Problem: I'm creating a contract template in Creator for my salespeople (users) to fill out to send to our clients. A field in this needs to be "Salesperson." This is the same as Account Owner in Accounts, which pulls from the list of Users in the CRM. So I tried the Integration field -- Zoho CRM -- and there's nothing in the drop-down for Account Owner or User. I REALLY don't want a salesperson to have to type their name and info in -- it should automatically pull from the system. I REALLY don't
Tip 11: How to extract the time from a Date-Time field.
Hi folks, Over the last few months, many of you have been asking for a Time field in Zoho Creator. We realize how important this field is to you all, and we promise to support this as soon as possible. In the meantime, here are a couple of workarounds that will help fetch the time from a Date-Time field. 1. Using the in-built String functions The easiest way to extract time for display purpose is to use a toString() function with preferred time format we need. We shall get the 24 hours format or
Unwanted Chrome Address Pop-Up over Multiselect Field
I'm using the chrome browser and entering data into a form in which I have a dynamic picklist in a multiselect field. When I click on that multiselect field the picklist displays as it should. However, a chrome pop-up window blocks the view of the first few choices. This is the autofill address window and it is offering choices for my State (e.g. North Carolina). Those choices are unrelated to my field. Is there something I'm doing to make chrome "want" to assume it's an address auto-fill situation?
Error in the searches
Hello! All the search code lines to Zoho CRM and Zoho Books are giving error. I can not use "GetRecords", "GetRecordByID", SearchRecords ", etc. All the forms in which I have those searches give me the following error {"message": "Invalid Ticket Id", "code": "4834"} I need help, my company uses the application created in Zoho Creator integrally so we can not currently operate. Thanks in advance best regards.
How to attribute data to a hidden structure
Hey all, very new to Zoho and so if there is a commonly known solution to this problem then please let me know! My problem is this: I have a form that collects data about persons who are signing up for a service as part of a family. Obviously, when adding users, they get added to the Person report, which contains all people. However I want to have an individual Person report held by each 'Family'. I need this so when performing lookups, only members of a given family will be selectable rather than
DESIGN THE CUSTOM FORMS IN ZOHO BOOKS AND MERGE WITH ZOHO BOOKS AND INVENTORY
Dear All, I have a few question on the Zoho Creator, We are accounting firm and using the zoho for few clients. But most of the templates in the zoho books are not acceptable from the clients side. So, There are some highly customization are required to the Zoho Books and it's inventory module (Inventory module having only one template and it does not seems to be good) So, My question is can I create the forms through Zoho Creator and merge it with the Zoho Books data base. As an example I will
call custom function in url
Been looking for hours now and didn't find any answer... The problem is: - i created a custom function for myself (let's call it fCustom in a myNSpace namespace) - and, for the sake of an example, let's say my app is called myApp so, to call (invoke) the function, all i need to do in html view is post this code: thisapp.myNSpace.fCustom(params); ok, i get all of this... and now the tricky part: is there a way to call this function from a link? i mean, i have a custom html view and i cannot add function
Formular Fields missing in Workflow
Hello, Unfortunately, not all fields (a text field and a picture field) of a form are displayed in the workflows for selection. What could that be? Maxx
Connecting to the Google Cloud Vision API
Hi, I'm trying to integrate the google cloud vision API into my project. I want the user to take a photo of some text, to send that image to the Google cloud vision API to use OCR to extract a number from this image and then return this number and fill a field on my form. I have got two issues I need help with. Firstly trying to format a postURL using the JSON request format as described here: https://cloud.google.com/vision/docs/request I've tried sending it as a string or using the instructions
Auto Submit of record based on data
Hi, I am trying to create an app which will allow the user to scan bar code data from a bar code scanner connected to the mobile and submit it. The use case is the user will scan barcodes of each product using the barcode scanner and when the user reads a particular bar code say "A0000" which indicates an end of customer I want to submit the form and reload it to read the bar codes of next set of products. The users of the App are Visually impaired people and it is hard for them to either
Disable Subform Row based on condition.
Is it possible that we disable a subform's row based on condition? if one of the cell is not empty then disable the field? i've tried to use disable subform.price , when i add new row ,the new row got disabled as well. anyone can shed some light? thanks Jeff
Sales Order Deluge
I need to create a Sales Order in CRM from Creator and I need to know the fields to populate and how to structure the Product information when there ware multiple product lines for a Sales Order. I know the basic is: response = zoho.crm.create("Sales_Orders", mapped_fields); It's those mapped_fields that I need the structure for to correctly populate and create the record in CRM Sales Orders.
Hide related field in Add New popup form
I have two forms: Client and Pet. Clients can be related to multiple Pets; each Pet has one related Client. On the Client form, I have a Pets multiple lookup field with the ability to Add New pets. On the Pet form there exists the bi-directional single lookup back to Client. This is good in case I decide to add a Pet through the Pet form and not through the Client form. However, when I choose to add a pet using the Add New function on the lookup field in the Client form, the popup shows the bidirectional
2 levels of subform in one form
Hello, I want to have 2 levels of subform in one form. In the form Client, 1 to n Contract. In each Contract, 1 to n Records. So I want to see all that in the form of the client. Is it possible?
1 to 1 help
Hi, I've started using Zoho creator and i have followed and understood the basic walk through. I have basic coding skills in VB previously. I'm looking to use this platform to create many apps for work so i would like to progress my knowledge quickly. I was wondering if there was anyone on the forums etc. who has a decent knowledge of using Zoho creator who could help me build particular apps to speed up my knowledge uptake time. Happy to pay $20-$30 per hour or discuss rates. I'm not sure if this
Send E-mail with Attachment
Hi! I want to find a way to download multiple files in an easier way. I have a form that allows the user to input 13 files. Today, we have to download one file at a time. I thought about creating a custom action to download all the files at once OR sending an email with all of the files attached to it. I'm having trouble with both option. With the custom action, I could not find any routine to download / export a file. With the email, I could not make the expression "Attachments :file:input.NAME_of_my_File"
Deluge - list & iterate through all form fields for an audit log
Hi, I'm trying to build an audit log (I'll call it AuditLog) that will update every time I make a change to my primary form (which I'll call Form1). The form AuditLog contains 4 fields: Entry_Date_Time (date time) User_Name (single line) Description1 (single line) Description2 (multiline) In onSuccess state for On Add, On Edit and On Delete form actions in Form1, I call this code: insert into AuditLog [ Added_User = zoho.loginuser Description1 = "added record " + input.ID Description2 = "input.ID="
Error message: We failed to retrieve this report
One of the users in my organization is seeing the following when trying to view a report:
zoho creator
how to do checkbox deluge scripting like i have two checkbox options on which when i select one other should be disabled or other should not be able to selected...
HTML popup
HI, I would like to add a link to my Rich_text field, that opens up a popup window. So far I have this: RichText = "<a href='https://app.zohocreator.com/ccimailzoho/interhof-travel-calendar/#Form:Passenger_Form?recLinkID="+OutPax.ID+"&viewLinkName=All_Passenger_Forms&zc_LoadIn=dialog'>"+PaxPasteName+"</a>"; unfortunately that does not open in a popup window. Does anyone have any advice?
How to upload files directly google drive using zoho creator application?
Hi Team, I have to store my attachments in google drive and also i need to open my word attachements in onlyoffice. Please provide the process. Regards, Ramesh.
Logic help with Variable not defined please
Can you please tell me why this code comes back with variable not defined. Thanks if (count(Agents[Name == input.Name]) > 0) { rec = Agents [Name == input.Name]; input.Name = rec.Name; openurl("#Form:Agents?Lookup_Agents=" + input.Name, "same window"); } Error at line number : 1 Variable 'Name' is not defined
REPORT result does not match the live/actual data
Hi, I have a simple CHART report that show the breakdown of data based on a status column (drop down list) but somehow it does not pick up all data. For example in total we have 78 entries but the report only shows 75 entries. Also when we change the status of the entry and run the report, the status change is not reflected in the report (I have confirmed this by checking the underlying data) Shouldn't REPORT looking at live/actual data? Or is this problem only happened to our account? Can someone
Zoho Creator - Download as Mobile app not working in Zoho creator 5
Hi All , Download as Mobile app option is failing on code signer for andriod. Raised the support question and they accepted it is an issue - they working on with HIGH priority it has been months - i find very difficult to get follow up from them .. for me it is show stopper issue in the product when they claim custom mobile apps as sales pitch for zoho creator looks like Zoho is not taking this as serious issue In general Zoho creator Support is below average for me Do any of you here face
Taking a printout of the Relationship diagram on one page
Right now I can scroll around and see the relationship diagram but it would be easier to take a printout on a large paper, eg A0 or A1 where I can see all the tables at once. I tried the print button and setting the Save As Pdf with landscape format and Size of Paper A0 and A1 etc. But it seems to only export whatever is in the current view. Is there a way to export the whole schema?
Creating map reports from database addresses or longitude&latitude
I need to be able to create a visual map based on addresses or long/lat of given records. Does anyone know if this possible and how to do it? Also I'm wondering if it could create a route between the addresses. Basically I use it to store bus routes and need to be able to show the data as a map. Another option is if I upload a map to my app is there a way it can break that map down into records?
Serial data in processing window
hi all Lets say i vant to show the value that i can see via my terminal program sent from arduino, and show that in a box in the processing window... In other words, how do i transport serial data in to the processing vindow?? Regards from Denmark.
How to hide HTML buttons from a pdf
Dear All, If I add in a HTML page two buttons like <button type="button" id="B2" onclick="alert('Hello world!')">Accept</button> <button type="button" id="B3" onclick="alert('Hello world!')">Reject</button> Furthermore, the Print - PDF buttons have enabled.. I know that with the @media print { #B3,#B2 { display: none; } } I can hide the two buttons. But how can I hide them in the PDF button?
On button click in report record send that record's summary as pdf attachment to an email
I have the following use case in Zoho Creator. Is there a way to accomplish this? (a) I have a Report with various rows. (b) I have made a record template as a pdf and saved it as a non default template (i.e.I don't want to disturb the default view of a record that gets generated on clicking on a record) (c) On each row I can display a button labelled "Email me pdf summary" the on click action of which I can get it to send out an email to the logged in user. But I need to have a pdf attachment
Send Mail Workflows & reports
Hello The "Forms Workflows" permits to send an automated email, "on add" or "on edit" of a record. In the email settings, it is possible to send the record, as html formatted data, according to "custom print templates". However, in the "Functions" configuration for email noticfications, the checkbox "include user submitted data", which allows me to choose the record "template", isn't available. I can only add "fields", to the body of the email. Please see the 2 attached screenshots. I'm trying to
Fingerprint
Hi, How can i insert fingerprint function on my zoho application on creator?
billing app - add product via search or barcode
hello, We have created a billing app. On invoices, we wish to add products in 2 ways: - by search (drop-down list) on the field "Product_name" - by scanning a barcode on the "reference" field. (smartphone camera) We would like: - if we enter the field "Product_name", the field "reference" must fill automatically - if we scan a barcode for the "reference" field, the "product_name" field must fill automatically The 2 fields must be both in "input" mode and "get data" mode. Finally, the "price" column
Forms Data to Excel spreadsheets
Hello, I try to to implement Creator to get rid of excel spreadsheets in our everyday business workflows. However, we still need to deliver some documents in Excel format to some customers. I used another "low-code forms application" (DoForms) which allowed me to populate a "preformated" excel file, with forms data. This by upoading an xls template with the "data name", (or "link_name" in zoho) prepopulated to certain cells. This would give me in return an xls corresponding to the record, with data
"Invalid or null criteria specified" error message
As of today 2 separate apps showed the message "Invalid or null criteria specified" when submitting and entry using the mobile app. The two apps had been working properly and no changes have been made. Has there been any changes on Zoho´s side that might be the cause? Can anyone find an explanation or possible cause for this? Thanks in advance Constantino
Can't get code pasted from zoho doc to work for creating a search page - improper statement
I paste in the code under "Create HTML page with Search parameter" from this page https://www.zoho.com/creator/help/tutorials/advanced-app-building.html#create-app-using-subforms into my editor and I get "Error at line 5: improper statement" error. I followed this whole page 'tutorial' and this was the only thing I couldn't get working (I'm in creator 5). I found a typo in other code earlier in the page to solve one set of code that wasn't working, so hopefully someone else can help resolve why
combining pdf uploads to create a compilation that can be downloaded
I have a form where users upload several scanned documents corresponding to orders e.g. Courier Reciepts, Bill of Lading etc. For printing, emailing etc. there is a use case where a combined pdf would help that is made from each of the uploaded pdf's concatenated as one multipage pdf. Is there a way to do this in Creator? Ideally I woild have a new column in the Report labelled "Compilation of docs p
"multi select lookup" is not selectable using sheet2app.zoho.com excel import
I am testing out the new (for me at least) sheet2app.zoho.com excel import which looks quite nice. I have some demo data and can set a lookup relationship between my sheets of data in excel, but "multi select lookup" isn't an option for the relationship. I'm not sure I have my data structured correctly for what the import is expecting, but if anyone can layout what the generic format is that import tool needs for one to many relationships (and/or confirm that the multi select lookup should be usable
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