Customize form style with CSS (not for published forms)
I am using Zoho Creator to run a Word Order database application and would like to know if it's possible to customize the layout of the form. I keep reading that you can customize a published from but that's not what I am looking for. I know you can go to Settings > Customize but this only allows me to choose from pre-built layouts. The other thing I discovered is the option to set the form to single or double column in the screen where you can edit the form but this also is limited. I would like
Composite Keys?
I have just established a ZOHO account, and am in process of familiarizing myself with ZOHO Creator. My object is to create a database application to track my library of sheet music. I have several hundred pieces of brass quintet sheet music arrangements to track. First, I need to identify each one. But the title, by itself, is insufficient for this. I have determined that there are three data elements necessary to identify each piece. None of them are sufficient to uniquely identify a piece by itself,
Interative DELUGE Tutorial link doesn't work - how can I learn DELUGE?
Just watched this video Introduction to DELGUE-Preethi / Nandini https://www.youtube.com/watch?v=e-Y23JefgLs at the end of it the instructor states you can go to an Interactive DELUGE Tutorial and promotes this website: https://creator.zoho.com/learndeluge The page appears to be broken in Firefox and IE. I found the video difficult to understand and I was hopeful the Interactive DELUGE Tutorial would help me to understand Deluge and how to use it. Grateful for any assistance with this, Lisa
Duplicate button swaps ID with original record
Lets say I a have a record with a couple attributes: ``` { name: "John Doe"', address: "123 Main Street", } ``` Zoho assigns this record a unique ID that is 19 digits long for example: 1810278000027362038 I call the API to download the data and it give me this: ``` { name: "John Doe"', address: "123 Main Street", ID: 1810278000027362038 created_at: "2018-1-1 12:30:45" modified_at: "2018-1-1 12:30:45" } ``` Now I want to duplicate the record and change the address of the new record that is created.
Use Workflow or Formula Field for VAT Calculation
Hi, I need to calculate the VAT based on the rate selected in a dropdown, so far I have managed to calculate the Net cost based on the Unit Cost multiplied by the Quantity. The VAT dropdown has 3 options, 0, 0.05, 0.20 depending on which is selected the Net Cost will be multiplied by the VAT however I'm running in to syntax errors My field names are... Qty Unit Cost Net VAT Total VAT Gross Any help with this would be great as I'm really struggling to get this working
Dataset in Creator
Hello, I am building a massive app with customer portal. The users that will connects will be parts of companies. So I need every users of the same company to view/edit only the records of the company. Sadly, it is not possible with the customer portal to do this type of profile/permissions. I was thinking about dataset. Is it possible to build different folder(dataset) in the backend? Each company would be a dataset. After that, I would apply permission of the dataset based on a list of users per
Report Criteria Using an Indirectly Related Form? Example Criteria: RelatedForm.RelatedFormsRelatedForm.ClientEmailAccounts.contains(zoho.loginuserid) - Potential Critical Limitation of Zoho?
Hi all (especially @zoho) I would like to use a Form field in a related Form's related Form (i.e. Widgets>Factory>Account) as part of the Criteria I use for filtering a Report in Zoho (Widgets are related directly to a Factory, but I want to use the Factory's direct relation to the Account Form as a Criterion but can't access the Account Form's fields in the Criteria box). To explain I will give a quick example and background of what I currently do to enable deeper filtering of data in my Customer
Mark a roll
Hey guys, I am trying to build a fairly simple application to mark attendance. Four forms, People, Classes, Attendance, AttendanceDetails. People with one field "Name", Classes with one field "Class". Attendance with two fields, a date field, and a subform "AttendanceDetails". AttendanceDetails with two fields, one to one lookup for "Name" and one to many lookup for "Class". Workflow is to enter the date, add rows to subform selection the name and classes attended. The problem is that with 300 names
Sticky Group Header In List View
- Moved to Community Driven Features - https://help.zoho.com/portal/community/topic/sticky-group-header-in-list-view-feature-request
Bi-Directional Multi-Select lookup to Sub-form bug!
Hi, I was trying to set-up a multi-select bi-directional lookup field for a sub-form, everything worked as expected until I tried to access the main form. I got the error "Form not available, please contact support". I had placed some script in the multi-select "On User Input". I have since reverted to using a drop-down instead... Thanks, Damien Cregan Hire an Expert
What happened to Zoho support?
I used to get replies eventually for tickets I opened through help.zoho.com. The last one I opened 5 days ago and has yet to receive a reply. Just wondering if anyone else is experiencing the same Non-Customer-Service as I am experiencing.
remove duplicate in report
Hello, I want to build a report showing only one instances of the same record. Example: There are 3 Walmart in NewYork, 2 in Chicago and 2 in Boston. There are 2 Target in Seattle and 2 in Teaxs. I want to see in the report: Walmart (Grouped by) NewYork Chicago Boston Target (Grouped by) Seattle Texas And not: Walmart, NewYork NewYork1 NewYork2 NewYork3 Walmart, Chicago Chicago 1 Chicago 2 Walmart, Boston Boston 1 Boston 2 thank you
QR Code
Hi, Is it possible to create a qr code on a form that when scanned it would action an email to the contact on that form?
Help setting up Program
I need to hire a ZOHO expert to help create a app based on the existing apps, but I need some fine tuning. I have to get this finished fast, and the contacts on the hire section seem really old (anyone know what "Hotmail" is :) please contact me at scult1@gmail.com. TIA
Is there a way to search by QR code input in reports?
Hello All, I'm relatively new to Zoho. I've recently created a database so I can log a collection of artwork. I have assigned each artwork an ID number. Currently in the report, if you want to search for the work by ID number you have to type it in manually. I have been able to generate QR codes that contain the numbers, which I will put on the back of each physical work. I was wondering if there is any way the user could have the option to scan a QR and have the app input the number into the ID
Update Button to Send Confirmation Email
Wish to have the Update button execute Send Confirmation Email in the same manner that we can set up the Form Properties / Success / Send Confirmation Email
Make A Field Equal To The Result of a Calculation of Other Fields
I'm sure this is a simple one but I have some fields that I want to be equal to the calculation of other fields. I just don't know the syntax to do this... For example...I need a field called Delivery_Weight to be the result of Total_Weight minus Direct_Ship_Weight. There are a few other fields I need to do this one but if someone can lead me in the right direction for this, that would be great. Thanks... Brian
Slight issue with Dynamic Picklists
Hi, I've only recently been put to work on our company Zoho project, but I have some background with code. A colleague of mine asked if I could do some clean up with his forms and make them a little more user friendly. Currently, what I'm trying to achieve is a simple (or I thought...) dynamic picklist. I've worked through the example you have put forward within the Creator Help pages, but there must be something I'm missing. It's a shame that I can't start at the beginning, but also trying to figure
Success Message
How/where do I change the msg that appears when ZOHO has successfully saved my record ? I've looked everywhere and cannot find it. The words, "Data Updated Successfully" completely cover my info so that I must wait for it to disappear before making anymore changes. I'd like it to just be "OK" or be able to have it appear elsewhere on the record
Printing In Creator
What can be done in Creator to expand on the few Printing options available by default? Is there a good training resource I can study for this? For example, our DB has over 25 columns but obliviously, they will not print on a single page and some users may only need a certain amount of information printed. Looking for resources on how to expand on this for customized prints.
Customer Portal Usage Limitation
I have my app ready for my customer, but I noticed that there is a limitation for customer portal user. if I want each of my customer has their own login account to access their own data, is there any better way to do this. (Our company currently have over thousands of customer)
show REPORT and not form to public
I am trying to show a final report to all viewers, but when i do that, the FORM I use to prepare the REPORT also is available to all. How do I ONLY make the REPORT available. If they see the form then they can change the data which I do not want.
Fetch from Another App?
Can you use the fetch command to lookup data from a different app? I have a look up field that references another app. However, if I try to access the selected field data in deluge, it returns the ID number. I need to use the selected data from the other app in deluge. Something like: MyCollector = AnotherApp.SomeForm (ID == input.MyLookup); ItemColor = MyCollector.Color;
Removing custom actions button from print
Is there a way to remove the custom actions buttons when exporting to a pdf or printing?
Stateless form button 'on click' won't update record (or do anything at all!)
I'm going crazy over this one since I can't figure out what's wrong. I have a stateless form that fetches data from an existing form in order to update a specific record. I know that the code works because when I use it on another field (on input) it does updates the records, but the same code when used under on click on a stateless form button I doesn't do anything. I tried an alert, or using openURL to open a new window, just to see if the onClick was doing anything but it doesn't seem to be. This
Usability enhancements for reports
As a followup to this post : https://help.zoho.com/portal/community/topic/readability-enhancement-for-reports, we are planning to rollout a few more changes which will enhance the usability of reports. These changes will be in correspondence to displaying aggregate values, custom actions and custom filters in reports. You can find a brief explanation below :- Aggregate Values Summary. As of now you can see the aggregate values at the bottom of every column in a list report, after this update it will
Creating a new module
Is there a way to create a new module that will populate with information from the leads module once a certain tag is applied and the convert button is clicked without populating the contacts and accounts module? This module will also need to have other information entered manually. See attached. Thanks
Trouble showing siganture fields in Record Summary PDF
Hi, I just found an error in a record summary export to PDF of a form I have been using for several months. The record summary includes different fields in different formats, and at the end it shows two sigantures from the same type of fields in the form. I have a sendmail function with the record summary as PDF in the attachment, and the image file show a broken file icon. I tried modifying the record summary by inserting the signature field directly or with an image link and does the same thing.
Transfer data
We have a custom app in creator but it would better serve us if it was a module in the crm. It links back to our crm anyway. Is there away of bringing that data over and cpmeeping the correct links. I have had a go but cannoypt get it to work?
The DBID passed as a request parameter does not match the OBJID
when i want create a report pivot table, generate this error The DBID passed as a request parameter does not match the OBJID. i need help
Warn users before making changes to deluge
@Zoho Recently changes were implemented in deluge which changed the way integration functions returned the result. Due to these changes code which previously worked as intended is returning errors. Please provide notice of these changes in future. Via email would be good as not all users access these forums. Damien
Editing records of a different form (selected in a lookup field) from the first form
Got a work authorisation application in which a work package may include one or more specific jobs. So the work item record has a multi-select lookup field. Great you can easily choose and assign specific jobs to a work package. Problem is my users constantly moan they they want to work with a single form (mainly using mobile version creator) ie be able to edit the job records directly from the work package and NOT have to constantly flit between different reports and edit forms. I played with sub-forms,
Module Aproducts linked to Accounts Name
I have csv file with Acompany, Aproduct fields and meaning : Products Acompany is making. Some times one product sometimes more than 10 Aproducts. Upon importing I iike to have the existing AccountName linked to Acompany, and that it is visible in the accounts Äproducts"module (like the Contacts e.g.) S Johnson Comp make Product a, product b product c Mayer & Co making Product y,y z. etc. Csv files looks like Johnson Co , Apples Johnson Co , Pears Mayer Co, Tomatoes FieldCo, Prunes etc etc. It are
Navigational URL examples
Hello :) Could someone show me some example script using these navigational URLs. This is my best guess. Not working. openUrl("#Script:page.back ", "same window"); https://www.zoho.com/creator/help/url-pattern/navigational-urls.html tx,tt
Word Order System: Close Order only if 2 conditions are met.
I created a basic Work Order system which I use to keep track of my projects. The WO system has a STATUS field which allows me to set the status of each project to any of the following: o In Progress o Awaits Approval o On Hold o Needs Invoice o Invoiced o Closed It also has another field called "CAPTIONS NEEDED?" which I use to remind myself of this additional service which *must* be done for every project. The options for this field are: o No Captions Needed o Yes o Done I need to add functionality
Can a form be saved for later submit?
We have a form in our Creator app, when it is submitted an email notification goes to the admin as well as an email address that is in a field on the form itself. Would it be possible to create a Save button, where the form gets saved, but the notification does NOT trigger? So we'd have two buttons on the form Save and Submit. Please let me know if you need further clarification.
record gets created in two sections
I have a form called "National Chapters" with two entries "region" and "chapter". I have another form where a new member has to fill out and one of the questions is which region and which chapter they want to join. my question is: Is there a way using the lookup to first choose the region and then based on that selection they get the lookup for the chapter. Also when the new member chooses the chapter that they want, that record gets created in two sections the section of the chapter and also the
Looking for advice/code samples for Zoho Creator to Zoho books
i've created a Work Order system using Creator. Once the Work Order is complete I want to send the data to Zoho Books so an Invoice can be generated. Bear in mind that Im also using Zoho CRM and have synced "Accounts" to the Zoho Books "Contacts". My goal is to send the invoice to Books in the proper client account. If there is anyone here who has some code examples on how to obtain the correct contact ID in Books based on the Account ID or Account Name that I have access to via CRM, please share.
Restrict records in reports based on user - Zoho creator
I have created an application. In general an admin has access to view all the records. I have shared the application in customer portal. Users who access the customer portal should see only the records created by them in report. But admin should all the records created by the portal users. How can I achieve this in zoho creator? Any script needs to be written? I am new to zoho. Please help me.
Find & Replace
I believe ZOHO Creator really needs a "Find & Replace" feature, as in any word processor. I am aware of find and group edit, but I am talking about finding a specific word or phrase and replacing only that with whatever is desired.
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