How to show the top 5 results in a Report
I've created a database and I want to see the top 5 sales people at the end of the week. I've looked at the User Guides and I haven't found a definitive answer. Any insight would be appreciated! SC
Zoho Creator performance problem and thinking about switching to salesforce.com
I have some complicated Zoho Creator apps written. With around 30 forms connected to each other. One main form is approaching half a million rows soon, and probably expanding to 10 million rows in the next 3 to 5 years. Clears some Zoho Views (called "reports" now to add to the confusion), are not loading fast enough for any of my applications. If you change the criteria for the views, and try to reload the view, it just gets stuck. Sometimes I have to mass-process say 500 rows in a single form for
Inventory Items w/ Unique ID's Viewed Together
Just going to go ahead and apologize now if this is a DUH issue. I am super new and know enough to be dangerous. I am building an app for my home staging business. I have to track items that I purchase to use in my rental inventory, which gets moved between properties. I also occasionally sell these items to clients. So the app includes recording inventory additions (have a searchable list of inventory), cost tracking for resale/tax purposes, and assigning "locations" so that I can keep track of
how to count field that is a dropdown iteam
hello my form have field name, batch, exam status I have a field in a form exam status with dropdown choice pass, fail, not sit how can i count under reports based each group of student and display total number of exam pass using count option. how to build the script hope you can help thanks
horizontal multiple checkboxes on one line
What would be the best way to recreate a single row with multiple checkbox options?
Zoho Creator Calendar Report & Pages
Hi all, i have make some customization on zoho creator event management. i want to show the calendar report of the event in the page to let customer have a look of the entire event. instead of showing the calendar field when clicking, can it link to another page? please find the attached image. red & green arrow is the normal, i want is the black arrow. Victor
Docusign integration with Zoho Creator - Update envelope status - PUT method
I have managed to set an integration with Docusign to create envelopes. However I have a problem to update the envelope status to void, using Docusing REST API method. Since Zoho offers the posturl method (POST), I have tried including "X-HTTP-Method-Override": "PUT" in my header (instead of POST) without success. I keep getting the the following error: " INVALID_REQUEST_PARAMETER\" - "The request contained at least one invalid parameter. Invalid value for 'status' in envelope definition. Only 'sent'
formula field expression
I need to use the TODAY date in a expression for a formula (calculated field) but nothing seems to work. How do I get the TODAY date ? Thanks.
delete Customer portal User via Creator
Hello, my problem ist, that i have a Customer Portal with many customer accounts. Now, due to security, i must guarantee, that any User can Delete his account by Click. Aktually i have a "Delete Account" Page. This page ask for the Password. On send with the right Password, the User where Logged out and in Zoho CRM where marked, that this account ist disabled, so the Customer Portal didn't show any Data. BUT i need, that these account where deleted from the Creator Customer Portal. Is there a Solution
Multiple Conditional Formatting Rules
When I use multiple conditional formatting rules how do I control the execution order? e.g. If Rule1 says to color fields with less than 700 as Red and Rule2 Says to color less than 800 as Red will the order of execution matter and how can I control it to achieve the desired outcome i,e, 800+ No formatting 700 to 800 Yellow <700 Red
Any way to conditionally change CSS styles in a custom record summary template?
Hello, I have a record summary that includes fields that come from a related form. Each record in the first form may or may not have a related record from the second form. Now our client wants us to hide the fields from the related form if the first record doesn't have a related record. I tried using a formula field that returns "display: none;" or "display: block;" to insert CSS styles into the record summary, but when I view the record summary, the CSS is removed. Is there any way to use field
Using Functions in Record Summary?
I'm trying to get the record summary of Record Type A ("Players") to e.g. show the sum or count of all entries in a field in a connected Record Type B ("Games"), so that I can show the total wins that player has made, or total games they have played. I can access the field (e.g. ${Record_a_Match_Date_of_Match.They_Won_the_Match}), and it returns a comma-seperated list, but I can seem to perform any functions on it (e.g. sum(${Record_a_Match_Date_of_Match.They_Won_the_Match})). Is this possible?
Sport Stat Tracker (How to do create equations and display results)
I'm looking to create a Sports Stat Tracker. I've created the forms and the database to have my players register. I've already created a form and started testing. However I'm running in to issues on how to create the additional equations and how to create reports or display that players individual stats. Thanks! SC
Fetch all values from a single record
Hi, I would like to fetch all values from a single record but can't figure out the exact way. At the moment I have: det = Addresses[ID = input.Delivery_Address]; input.Address_Details= det.Account_Name + " " + det.Address_Line_1 + det.Address_Line_2 + det.City + det.City + det.County + det.Country; What I would like is something like: input.Address_Details = det.getall(); Where "getall()" returns every field values for that specific record in my Addresses form. I'm guessing it's something simple
Tips & Tricks
Hello everyone, We hope everything is going smoothly with Zoho Creator. We are always thinking about ways to make our community more engaging, vibrant, and informative for our users. That’s why we’re happy to let you know that we'll be sharing Tips and Tricks every fortnight, starting this Thursday. It’ll include some quick how-to's and best practices to help you get the most out of your Zoho Creator applications. We have handpicked these topics from the most frequently asked support questions and
href to popup using "zc_LoadIn=dialog" - and getting back to main page!
Hi Zoho, I use "zc_LoadIn=dialog" to open a form in a popup windows from an html page. this works great, BUT- after submitting the form is popping up again, blank, for another use. I need that after submitting (or canceling) the form, the user will be redirected to back to the html page (after a refresh). Reading this forum, I figured this could be done using "zc_NextUrl" -adding zc_NextUrl=#Page:parent_page_name gets me to the form I need, but empty (I have an ID specified for edit mode in the
Using the Multi Select Field results in a Lookup Feild
I'm trying to user create a registration form to allow users to select their city, then from which city they select to display which services that city offers. In the City Form, the services have been selected via checkbox. In the user form, I've created the Lookup Field however it can't sort or exclude data based on what services where selected. I've read several articles however all the design solutions seem to be for Zoho CRM. Is there away to do this through the creator? Thanks
Variable formdata for a row from a form
I need to write deluge script to send emails. the input.formdata variable won't work because this is not the "on add" / "on edit" actions... So the email body is to contain all data from a certain row in FORMA for example: FORMA[ID == 251445568000066556].formdata The email body is to contain all field names and values from that certain row where [ID == 251445568000066556]. How can this be realized in a deluge script? Is there a way to simulate form submission? Thanks.
MS Word crashes when trying to mail merge with Creator Plugin
Hi, I've installed Zoho Creator MS Word Plug-in, defined a simple form (just one text field) and I've been trying to do a mail merge. I can sign-in with the plugin, define the template but once I click 'Start Merge' the MS Word crashes. Any idea what can be wrong? Thanks, Jakub
User Management
Hi, I would like to request for a better user management system. I have 50+ users in the system and using Enterprise. It is very difficult for me to scale further because management the user is a big headache. Please allow some tagging or grouping and filter of user list. Regards Andrew
Changing Application Owner
Hi folks, I'm developing an application for an organization where I'm an intern. I created the application on my own Zoho account and have successfully shared it with the other staff. Since my internship will be over soon, I need to transfer ownership of the application to another staff member's account -- and I also don't want everyone typing my name in the URL long after I'm gone, heh. Any guidance? Do I need to get a Zoho staff person to help? Thanks!
GDPR Compliance
Am looking into GDPR compliance regarding data we maintain using Zoho Creator. Although Zoho has published some info on: https://www.zoho.com/gdpr.html I've been looking into implications about certain types of data we maintain on Zoho Creator and my understanding is that we need to keep a log of any changes to data. ie If a record is changed a log should be kept of the old value of the field and date and time it was changed and user that changed it. My question is is there is system-wide setting
subform writing to another form
I am creating an inventory system for a lending library of recording equipment. It starts with a parent form for selecting the user borrowing equipment, and in a subform a lookup field pulls the item number from the equipment inventory form. I'm trying to update the availability of each item loaned in the inventory on_success of the parent form. I can get the first item selected in the subform to update to the inventory form, but not the second, third, etc. Below is my workflow that is not working.
Custome creator app developing
How can I share my app with a developer if he'll be granted all access and data? is there a way to share the app without the data?
Genrated Image in Record Summary
I have a field with an URL to an image. Would like to display this image in a Record Summary, is that possible? The URL is dynamically generated so i cannot add it as a normal image field. Tried to wrap the field value in some html img tags, such as: <img src="${Value element}"> but that is not accepted.
Creator to fetch Potential (deal) and update field
Hello, I need some help, i'm trying to get my code to lookup on CRM by id the deal (and it works) After it i want to update a dropdown field on it with the data from my creator form. I'm using this code: LeadRec = Add_New_Lead[ID == input.RecID]; LeadRec.Lead_Status=input.Status; dealidstring = toString(LeadRec.Oportunidade_Relacionada_ID); dealid = zoho.crm.searchRecords("Potentials", dealidstring); vend = dealid.get(0).get("STAGE"); updatedeal = zoho.crm.updateRecord("Potentials", dealid, {"STAGE":LeadRec.Lead_Status});
Css Pseudo Elements
Hello, I am tring to apply some css to a form by adding them to a Note field. But, All Css Pseudo Elements styles are being removed! .popupbox .alertMsg p, .popupbox .alertMsg span { width: 0 !important; white-space: nowrap } .popupbox .alertMsg p:after, .popupbox .alertMsg span:after { } .popupbox .alertMsg p:after { } .popupbox .alertMsg span:after { }
images display fine...until I generate a page's PDF
I have an app which has lots of images (photos, logos, signatures, etc.) and the all seem to display fine on all my reports, forms and Pages. BUT when I click the "PDF" button on a page, the resultant PDF file shows a blank box. Printing the Page is fine and the image gets printed out, so the problem seems to be with the PDF button. Any ideas what I'm doing wrong? What I'd like to do is be able to click "PDF", create the PDF file and then email it to a client. Nothing fancy I would think, but
Costum App Developing Secure
How can i share my app with a developer if he'll be granted all access and data? is there a way to share the app without the data?
Backup Schedule
I am a Zoho One subscriber. How do I create a backup schedule of an app I created with Creator? I read in other threads that this is only supported in the Enterprise edition while here https://www.zoho.com/creator/help/application/application-backup.html It says "it's supported only in Professional Edition and above". Not only do I find your editions totally confusing but I also find that Zoho does not provide a resource where it clarifies all the editions you offer PLUS all the features included
Trouble getting total of fields in subform.
Hey! I've got a form that has a subform called "project worksheet". That subform has a row with 2 fields (length and width) that get multiplied together, and then divided by a number, the answer (sheet usage) is then displayed on that row also. I need to get a total of every "sheet usage" field, displayed on the main form. What I have is mostly right, however the answer that is displayed on the main form appears to be the sheet usage from the first line of the subform, multiplied by the number of
zoho creator wish list
Hi fellow creator user, I'm been designing with Creator on and off for some time now and invested a fair amount of time to appreciate the feature and functionality of the software. Overall it is simple to design a functional business application, with most of the critical features (field actions, scheduler, deluge) covered or with workarounds (adding a button on a report/stateless form is clumsy). However, there are a few things I cannot do without to make the applications competitive in the marketplace.
Stateless Form: File Upload
HI team, How can I add "File Upload" in a stateless form? Or other way on uploading file in a stateless form. Thanks, Jee
Sticky Group Header In List View [Feature Request]
Hello, I would like to thank the devs for refining the app while waiting for C5... An additional improvement would be to have the group header being sticky. When there's a large number of rows in many groups, you can feel lost when scrolling up or down and not being able to identify what you see (lost context). Sticky group header would help. I made a little video showing the feature. Thanks for taking into consideration. Best Regards, Thierry C.
Record Summary with live links to bidirectional lookup entries
In the normal table view report, forms that have bi-directional lookup can display associated records with links to the related form views (image 1). This allows a user to click and see the details in the related form. I would like to be able to have this same functionality in the custom record summary, but all I get is static text for the same related fields (image 2). Is this possible?
Can't add or change record summary using form definition?
Hello, I am trying to copy all changes from one app to to another (the first app is used for testing new features, and the second app is actually used by the users). I have some record summaries that I want to copy to the second app, but when I enter one into the Form Definition script and save, the changes are not saved. I would very much like to avoid remaking these in the editor because they aren't small (and I hate using drag-and-drop editors). Is there any way to copy or modify the record summaries
buildsoft Cubit Integration
hy Is that possible to integrate zoho creator and buildsoft cubit ?
Make creator app lookup customer details
Hey Everyone. I have a call out company and when we get a call out I select the company calling us and start typing in information such as the response client As we visit the same client sometimes numerous times through the life of this app, what I am hoping to be able to do is start typing the client and it will give me a dropdown to select from and IF we have the client in the system it will auto fill the address for me. If we don't have them in the system then it will add it to the system. I
Populate form with CRM Contact data?
Greetings, I'm trying to populate this form (attached) with CRM Contact data. I am a Zoho One customer (paid) which means I have the Enterprise editions, so it's not an account limitation. I'm working strictly with deluge scripts. I can default the Email field like this: input.Email = zoho.loginuserid; My goal is to get the first and last names and default the Zoho_CRM field from the corresponding CRM contact record using this script: crmContactRecord = zoho.crm.searchrecordsbypdc("Contacts","email",zoho.loginuserid);
is it possible to change a decision box (boolean) value displayed in a report?
Right now, all decision box values displayed in reports appear as either "true" or "false". I'd like to map those to something other than that (just as a display feature; not functionally in the data). You know, display "Yes" or "No", or "Y" or "N", etc., instead of true and false. Possible? If so, how? Thanks, bruce
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