How do you edit the parameters passed via a custom action?
when building a custom action, I built a function via the 'wizard' to pass 3 parameters. I need to change the type of the Argument from Int to String and it wont let me edit the types. I want to change the sub-rev type below. You cant change it by clicking edit, How do you do this?
Need help to use Zoho Creator
Hi I am very new to Zoho creator. Can any body help to find books / videos to learn advanced functionalities in Zoho creator ? Currently I am looking for an answer to following points. 1. How do I create an Invoice Print to suit my pre-printed stationary ? 2. I have a master record of customers for whom equipment are sold. For each services done Job card is maintained in another table. I need to update the last service done date in master table. Is it something complicated to achieve in Zoho
sendmail - sending multiple attachments
Hi all, I am not receiving the data when I script to send multiple pdfs in sendmail attachments. see below. Also, how do I include multiple attachments in the Templates. When I include field; the result is the file name --- not the actual file attachment. Any suggestions? mail [ from:zoho.adminuserid to:receiver@mail.com subject:"subject - " + input.Client_File message:"<div style=\"text-align: left;\"><br></div>" content type:HTML attachments :template:First_Document as Inline, template:Second_Document
Problem calculating currency value
Hi all, I know it is a quite stupid question but I can't find any solution even if I tried everything! I have a form which represents an order. This has some records stored in another form. Each of these records has a quantity (decimal) field and a cost (currency type). I need to update the total of the order. ... total = 0.00; for each p in products { total = total + (p.cost * p.totalQty); ... } ... order = frmOrder [ID == orderID]; order.total = total; Instead having the cost multiplied
Send attachments in emails.
I was reading that it was possible before but now I can not find information about that, is it possible?
Auto Fill forms from other forms' data
Hi, I've tried following the exact same code as given on your help page here, for the application - if (count(Customer [ID == input.Customer_Number]) >0){ temp = Customer [ID == input.Customer_Number]; input.Customer_Name = temp.Name; input.Plot_Number = temp.Plot_no; input.Address = temp.Address; input.E-mail = temp.Email; input.Phone_number = temp.Phone; input.Post_Code = temp.postcode; } But I get an Error at line no 1. Improper Statement Please let me know how to fix this. Thank You.
Help with a Deluge Script
Hi All, I have a group of members that are all paid clients of Zoho. We have a form that we use to enter data regarding the programs of real estate lenders. I want to publish that form to enable the lenders (non-members) to add data on their own. However, I want to exclude certain fields from the view of the lenders. Zoho support suggested that I use the following script" if(zoho.loginuserid==null||zoho.loginuserid=="") I am not experienced in writing scripts and I cannot figure out how to
Integrate Creator into Reports problems
Hello, I would like to create more complex reports in Zoho creator. But the option Query is not available in Creator, only in Reports. So I investigated and found option to integrate Creator and Reports. It goes that you have to Publish the report in Creator and then with that URL you can set a Scheduled import in Reports and then based on that create more complex Queries. OK, although not simplest option, I would prefer that Query option is in Creator (why is it not??!). But it works, big problem
Webhook POST from external service?
I have the requirement to integrate with multiple external services. It seems reasonable to have the ability to accept and manipulate a JSON or XML payload in the body of the webhook HTTP request, however, it seems that this capability doesn't exist in Creator. I've scoured the help facility as well as these forums for a definitive guide and have found nothing. I have contacted live chat support as well. They keep pointing me to the Creator API documentation which assumes that I can configure the
Accepting Raw Body POST
Using "Pages" how to accept POST from other services in Raw Body? Thanks, Damien Cregan Hire an Expert
Block edit
In my inventory management, I have a subform for inventory activity (added to stock and removed from stock) I have a number of examples of how to update the parent record but I'm still really shaky on how to do it. For the time being, I'll figure that out, but once the main record is updated (quantity on hand is correct) I need to prevent the record from the subform from being called back and edited. (I need to keep the records for tracking the traffic on a given item). How can I do that? Is there
New Schedule - Add Record
We have a Sales form with our sales records. And we have a Tasks form with things we must do. Tasks -Description -Date -Sales (lookup filed linked to Sales form) -Owner -Status After I add a record to Sales, I want to automatically add a new record to Tasks. I am using the Workflow Schedules feature to try to accomplish this. Everything is working except I can't figure out how to populate the Tasks.Sales field value so that the new Tasks record is linked to the Sales record. insert into Tasks [ Added_User
Access Admin Only Form Fields
Hello, I want to know that is there any way to access form fields using REST API which are labeled as Admin Only in permission section?
reports - Aggregate Formula - countif
I am creating a report and want it to count based on there being nothing and im using the following script: countif("Autoview_1496775088044_Row_Subform Table"."Scion"='') it always returns 0, am I using the right operator of ='' ? When I do the inverse !='' it works perfectly and counts only the cells with data.
Feature Request: control sort order in dropdown fields
This one is pretty simple. Dropdown fields have an option for "Alphabetical order". I've finally found a client who has a giant list of values, all DATES, and so to find anything in 2017, for example, the user has to scroll through many pages. I'd like to just sort in descending order, not ascending. It would be nice if you offered this option in the future. Thanks! Bruce
Layout app on Windows platform
Hi guys, Is there something wrong with Zoho Creator app on Windows devices? The headlines "Prijzen and Opgehaald" schouldbe "Bedrijven and Maatkleding"
Can you change a field type as a result of user input?
Hello, I'd like the field type to change for a few fields in a form depending upon user input. For example, if a Status field is set to "Trial", I'd like Total Words Per Month to be a Number field (to be manually entered), but if the Status field is set to "Ongoing", I'd like Total Words Per Month to be a formula (which adds up two other fields within the form). Is this possible, and if not, what can I do instead? Thanks!
How do I display data contained in a separate form based on user input?
I have two forms. One (called "Writers") contains a list of freelance writer names and their "Rate Per Word" (a currency field). The other (called "Clients") contains a list of clients, and includes three fields that are relevant to my question: "Writer": The writer assigned to the client. This is a Lookup field that is linked to the Writers form. "Total Words": How many words are written per month is entered in this field. "Monthly Cost": The monthly cost of the writer assigned to the client, calculated
How to fetch a String (instead of ID) of Longlist in Page?
Please see the attached images below. How do I change the Suppliers ID into String? and Is there any way to limit the number of row displayed? Current settings: Add_New_Product - Product - Suppliers [Lookup - Longlist - One Product to Many Suppliers] - Quantity - etc.. Suppliers - Supplier_Name [String] I have tried adding s.Supplier_Name but got "Invalid collection object found" error. <tbody> <tr> <td colspan="5"
Record Summary
Hi all, I have 3 reports of 1 form: Report1 = All Report2 = criteria "Paid" Report3 = Criteria "Not Paid" Can i add the traditional "Paid" on report2 on record summary, maybe with a picture? or even a script? like this?
Lead distribution
hello! I'd like to find a way to use creator to help me develop a system for distributing leads based on certain criteria. I.E. - leads are distributed to the person with highest gross commission on team, then once they're assigned to lead, they move down to bottom and the next person receives a lead and we go round robin and so forth. Can this be done in creator?
To graph date and time
Is there any option to graph the time and the date in a Pivot Chat Report? I tried to do the graph (attached picture), but it only shows the date (please note the points at diferent time as a vertical line - it's wrong)
How to get CRM custom fields into creator?
Hi I am using "zoho.crm.getRecordById", "zoho.crm.searchRecords" and "zoho.crm.searchRecordsByPDC" in Zoho Creator to access crm entries in "Contacts". This works fine and gives me the standard response incl. contactid, Last Name, date-modified etc.. However I cannot extract my custom fields, which i have added in my custom crm layout. Can i change the standard response from crm? How can i access my custom crm fields in Creator? thanks in advance Andy
button to launch another page (newbe question)
In my service order form, I have a field for the customer work order number. field action is configured to create a link to the customer's web site which will display the current work order (murl = "first part of url" + input.ticket_number) This produces a string which is the url to the desired web page. Next, I need a button or a clickable link to access that web page in either a new window, new tab, or popup window. I've tried to create the code for a button, but I just can't seem to make it work.
Is it possible to fetch all Sub form data which is a sub form on one form and update this data to other sub form which is a sub form on other form ?
Is it possible to fetch all Sub form data which is a sub form on one form and update this data to other sub form which is a sub form on other form ? My Requirement is: 1. I have a form named " Costsheet " and created a sub form named " Costsheet Product " under "Costsheet " form, I mean "Costsheet Product" is a sub form on "Costsheet" form. 2. I also have another form named " Quote " and created a sub form named " Quote Product " under "Quote" form , I mean "Quote Product " is a sub form on " Qoute
image display in page
Hi, I am building an app which records the travel expenses of users . Now along with the details the users upload recipts in jpg /pdf format. I have built a page which has embedded the report of expenses filed. My next step in the process would be to display all the recipts one below the other . I want to know is there a way to accomplish this.I have created a sample doc with one receipt which I am attaching for your reference. presently I have attached only one recipt. Like this multiple receipts
Please help. I am trying to remove 00:00:00.0 from datetime field formula
This is the expression that I am using at the moment: input.Customer_approval_date.addBusinessDay(15) This is the result I get: 2017-06-21 16:00:00.0 But I don't want the time to appear. Please help :) If the suggestion is string to remove the time, please let me know where I enter the string formula as I have seen this suggested elsewhere but don't know where to enter the code. Thank you for your help :)
how to do this task
Hi team Help me I have employee form here i have e number filed called total leave . i have another form in new section here i have date field start leave and end leaves and another formula filed called days requested i am unable to calculate difference of then i have to reduce Sunday and Saturday.then i fetched that total leave day from employee form into leave form now i want to subtract total leave from days and i want to display the result in reaming leave field that is number. thanks
Update records within Subform
Hi Zoho, I want to populate Subform field with multiple rows from Main form field update. Main form is Customers. The field for updating is Customer_Company. I have add Field Actions in Subform On Add Row to populate the same field in Subform. So every time add new row in Subform automatically copy the value of Customer_Company to same field in Subform. What I want to ask is, when I update the Company field in Main form, I want all the field in every row in Subform also changed. Please help. Thank
Zoho creator user account create and login.
Hi, I need a order management app.Where customer can create an account. If admin approve customer account then customer get login this account. It is possible?
Problem with OnAdd-OnSuccess workflow
Dear Team, I'm developing an application to generate Quotation ID. First thing, the Auto Number does not accepting prefix zero (Ex.001). So I was surfing the blog and found below post. https://help.zoho.com/portal/en/community/topic/auto-generated-number-field-with-prefix I have added the code in the OnAdd-OnSuccess Form Action, but when saving the entry, the code is not generated. I've tried the same logic with a formula field, and it works, but could not use one formula field in another formula
How to Import File Attachments from Other Cloud Provider?
Hi, I have hosting that is going to expire on my other cloud provider. I am in the process of moving everything over to Zoho, but I am stumped as to how best get my data off the other cloud, upload it to Zoho and link it to my records. I have the url's of all data currently on the other cloud platform, and I can link them logically to my records, it's the mass upload of these images from url's that stumps me. How best to do this? I can't link to the existing urls as they will be gone once I cancel
Report of Record Summaries?
Is there a way to do a Report of Record Summaries using a customized template?
function error - consolidate records by field for pushing to CRM
I'm writing a function to update products quantity in Zoho CRM. within my creator products form i have multiple products with the same name, so I want to sum the totals up for those products and then pass them onto CRM. However, while writing a function there seems to be one line that seems to cause me problems throwing the error on compile: " Error at line number : 4 Not able to find 'sum' function" ; fetchData = formName[ field == function_variable].sum(fetchData.fieldINform); the function passes
Show image in subform
Is it possible to show an image in a subform? Notes field is not displaying in my subform. Neither is the formula field.
Execute some code in future time
Hi, Is there a way to programmatically invoke a function 10 mins after the current execution time?
Bug with function-inside-function in <%= %> on html pages
Hi Zoho, Whenever I use a function inside a function on an html page inside <%= %> , the system fails: for example: <%=thisapp.MyFunction(Variable.toString())%> The html page is saved correctly and displays fine, but when I try to reload the edit mode of the html page or access it via "edit this application" button - I get a blank page (cannot edit it, not using script builder and not using the free-float). When this occurs, and after speaking with support, there is nothing else to do but to completely
Access user profile of customer portal from deluge script
Dear sirs in zoho creator I would like to disable or enable a certain field based on the user profile in customer portal. I know which user it is (zoho.loginuserid) but I don't know how to have access to information about the profile associated to the user. Is there a way to do this via deluge script? Because I tried first this, I went to settings, users and permissions, field permissions, chose my profile and my form, edit, and put "Read only" on true for my field. But this change had absolutely
Output of Lookup field
Hi, i want to use my output of a lookupfield in a rule to show a subform. But i get the error "In Criteria left expression is of type BIGINT and right expression is of type STRING and the operator == is not valid" Is it possible to show a subform using a outcome of a loopup field? Regards Jos
Create CRM record for each Subform with common Masterform data.
Hi!, I need to create CRM records for each Subform item. These record will include common data from the Masterform. Current script progress-----> PriceMap = Map(); for each pricedata in Hotel_Price { PriceMap.put("Items",input.Hotel_Price.Name); PriceMap.put("CostPrice",input.Hotel_Price.Pax); } PushMap = Map(); PushMap.put("Product Name",input.Product_Code); PushMap.put("Publish Name",input.Publish_Name); PushMap.put(PriceMap); PushMap.put("Country",input.Country); for each rowdata in Hotel_Price
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