Restrict viability by profile
Hi Zoho, It would be great if you can add an option to restrict report visibility by profile and not just by users and roles.
Archiving records
Hi all, Here is the business logic i want to achieve: when an Order Status== Archive, I want to prevent everyone from modifying any field in the record unless the user is a certain Role or Profile. I know i can write the code in OnEdit and OnAdd to disable each and every field. But this becomes a maintenance burden in the long run because I need to remember to update them when I add a new field. I have Enterprise edition, so Role and Profiel are available to me. Is it possible to achieve what I
Remove chat bar from all applications
For account sigroup, this chat bar is on every app. Please remove it as we already have a corporate chat solution. Cheers, John Whitney
Sharing needed for submit by email
When submitting by email what sharing is needed? Does the form need to be shared to the email address submitting the data. Is there a public option allowing any sender to submit data? Does the associated report also need to be shared? Can it be shared with a Customer Portal account? Is the sharing done by Application Settings->Share or are there other settings needed?
Lookup filter not refreshing on submit
Hi As part of my training management software I've created, I use a form to complete Active courses. The form contains a lookup for all courses that have 'Active = true'. The form works fine until I click submit and the course is then set to 'Active = false'. The form clears/resets but when I select the lookup, it still contains the record that I've just completed. If I refresh the page, the lookup then works properly and this record no longer appears. Is this a flaw with the system or am I doing
zoho creator sync to on premise sql server
I am sure the answer is in here somewhere.... I just turned on zoho for the first time, as we are looking for a tool to display some subsets of data from our ERP system (sql back end, on premise). Is there a tool in Zoho to allow sync'ing to on premise databases? I am the finance guy, not the programming guy so something wizard based is more beneficial for me. Thank you Ken
Summary View Help
Hello again, I'm looking for some help creating a summary view. I know how to do it, I just can't get my head around the table and how to display the data that I require. My ultimate aim is to have a list of employees and when I click on one, it shows a summary of all training sessions that that person has attended. I have two tables: Employee & Training Course When a training course is 'booked' it chooses an employee from a lookup in the form. The tables are therefore linked. When i create a
Simple Function for Custom Action request
I'm trying to improve the workflow for my company by limiting clicks to update records. I'd like to have a simple Custom Action button that updates one of the fields of the specific records. The goal is that when in the report view to click a custom action button labeled "closed" to change the "status" field from "open" or "scheduled" to "closed" inside of that record. I'm sure I'm missing something silly, but I appreciate any help.
Filter a lookup in a subform with a field in the main form
Hello, i have a Main Form with a Text field. Under i have a subform with a lookup on another form. How can i create a filter on the lookup with MyLookup.MysubField CONTAINS Mainform.TextField ? is it possible ? thanks you
How to show only hours and minutes of a date-time field in an alert box
Hello, I have a form with a date-time field. When I click the 'Preview Mode' (see the image), an alert box loads a preview mode of a submit view As you can see when I have in the time field the format 'hh:mm:ss' it works fine But when I change it to "hh:mm" then it shows me "00:00:00" Image 2 The deluge which I am using in order to load this value is input.Date_Time.toTime() Is there any way to solve this issue?
Trying to "Open in new tab" the "Edit this application" button gets to error
Hi Zoho, After the last update, when I right- click on the "Edit this application" icon on page, and choose "Open in new tab", the new tab open to "about:blank" instead of the Zoho Creator system... Thanks! Ravid
Form validation for a lookup field
I'm trying to write deluge validation to check a multi-select lookup field for selections made by the user before the record is added or edited. I've wrote scripts for the On Add and On Edit form actions of the Submit button, but I'm not having success and get an error mentioning the mismatch in my expression (field type is BIGINTLIST on left, but String on right). I guess I'm using the incorrect operator ==. I also tried doing a count of the list, but wasn't successful there either. The number of
sub table
Can this be achieved with Zoho Creator? One table inside another, each one are different parameters.
Users relationship between Creator and AppCreator
I have an application I'm building for a client, there is a back-office administration web application built in Creator and then a mobile app built in AppCreator where field agents collect & view data stored in Creator. I want to store the user who added the record in Creator but the field agents won't have access to the backoffice application. Both Creator and AppCreator have the option to invite users but do I have to invite from both? I'm concerned about the logisitics of having to invite users
AppCreator Subforum? Form changes in ZC propagate to AC?
Will changes in forms in ZC automatically propagate to AC or how will this be handled? Does conditional formatting created for ZC reports work in AC?app Can you create subforum for AC?
How can I set report criteria for each login user?
Hi, We have multiple contractors and we want to show report data related for them only and don't want them to see other contractors rows. Some contractors have multiple users so we can't use criteria something like [userid == zoho.loginuserid]. I need to fetch company name from user table. Getting company info from userid is easy with a function like get_companyid(zoho.loginuserid). But I got error when I try to use function in report criteria like [company_id = get_companyid(zoho.loginuserid)]
Dashboard: code reuse doesn't work?
I tried to reuse the HTML code of the "Sales Management" application in my own application. I'm particularly interested in the style that you use to create the little tiles in the dashboard, e.g. "My This Months' Sales". Can you help?
Paypal Transaction Cancelled
I have observed if you cancel a paypal transaction, form data still appears in my view. How do you verify if a paypal transaction is canceled? I tried to use input.ZC_Payment.payment_id = null in form validation, but that does not work. Cheers, John Whitney
Getting Form Reports / Submissions into Box.com?
OK so I need to collect many forms for various reasons - so each ZC form submission equals one form for me. I need to store these documents in Box.com. Box allows upload of files via URL or email attachment in addition to manual uploads. If I create forms in ZC - what is the easiest way to have these files uploaded to Box? Can the notification email on submission include a pdf file that gets emailed to Box? Can I bulk export multiple form entries to separate PDFs for upload to Box? Any marketplace
Html checkbox sync with embeded from?
Hi Zoho, I have an html page with a long table, based on a one form (1 row = 1 entry). I'd like to have the option to make several rows, and than edit multiple entries together. ~~ I cannot embed a report in the html, due to several reasons ~~ I thought about creating a checkbox for each row, than sending the list of IDs based on the rows checked to a form embeded in the html page, and sending the form will update the entries based on the ID. Since I only started to code with Zoho, I need help with
query expression question
Hi all, How can I get all Orders which have been modified in the last 3 months? I tried the following but got the error "Not able to find monthsBetween function". for each o in New_Order [(Grand_Total != 0.0) && monthsBetween(Modified_Time, now) < 3]
Zoho button to create new auto-populated form
So in my application dashboard, I have created 2 Forms. One is a Quote Sheet and the other is a Customer Sheet. I want to be able to configure the submit button on the Quote sheet so that "On Edit" it will be a "Make New Customer". I want the action to pull up the Customer Sheet and auto-populate from certain fields of the Quote Sheet. Is this possible in Zoho and if so, how can go about doing this?
Populate Lookup Field
I have a form which is filled out by email - it is a Twilio SMS response. I would like to link the form's From field (single line text or number; either works) with a lookup field which contains a list of mobile phone numbers from my Worker Information form. The phone number from the From field will not be an exact match as Twilio responds with "+1 NPA NXX xxxx and I only store NPA NXX xxxx. The goal is to ultimately fill in other fields based on the Worker Information Lookup so I can generate further
what is the field type for "Drop down Box
Hi...Guys.. By using "Drop down Box" field and the values in the field are "Numbers" , then Is it possible to perform "Calculation - Task" or If I put it another way , what is the field type for "Drop down Box" ?? Here, Scenario, Live Form Window is Guest Book - Room Booking. So, when user select the Guest Name ---> Booking type ----->> Rooms Available ---->> No.of Persons. Base on the --->> No. of Persons, Rate should be shown Then Room Charges , Calculation Task has to be Perform. Instead
Set up a record summary as a live template?
How do you set up a record summary as a live template? The Status field seems to have disappeared. I want to make sure when I print a record that it uses a particular record summary.
I hate the auto indent feature
Hi Zoho, just letting you know I think the auto-indent feature sucks:P It keeps on moving braces around and mucking up my indentation. Could you provide an option to turn off auto-indent? cheers, Jeremy
Restrict Visibility on a Report
I know you can restrict visibility on a report for your users. However, when restrict certain actions like "Eport, Import etc., the actions still appear when I access the application. Is this because the user does not see what I see when the application opened? If so, is there a way to see exactly what the user sees? Thanks
Dynamic Lookup Field
Hi I am trying to overcome a mismatch of field type error with a dynamic lookup field I have an organisation and a people form. The organisation name field in the organisation form is a strong type. In the people form I have a lookup to the organisation name field. This is what determines which people are employees of different organisations. This lookup field in Bigint. In the organisation form I have a mulilookup field to look up and record people that are employees of organisations. The set filter
Fields from related forms displayed as "no value" in pivot table
Form A has a multi-lookup field to Form B. Report X needs to list records in Form A that includes fields from Form B (ideally as additional rows) Creator shows "-No Value-" for any/all of the fields coming from Form B. I'm assuming this is because reports support forms related by a multi-lookup, ie 1-to-many relationship ? In the example image uploaded the fields System, Sub system and components are on Form A while Mitigation Task Type and Summary come from the looked up Form B. Hoping I've missed
ADD NOTES FIELD
Hi, could you please explain the purpose of TABLE ICON in ADD NOTES field?
Creating a record in zoho CRM Custom Module - 4401 error
I'm trying to create a record in a Zoho CRM custom module. Code was working perfectly but all of a sudden stopped. I've stripped the code down to basics and still get an error. equipMap = map(); equipMap.put("CustomModule2 Name", "test"); resp = zoho.crm.create("CustomModule2", equipMap); This code is run onClick. I get the following error each time: {"message":"Unable to populate data, please check if mandatory value is entered correctly","code",4401"} The CRM mandatory value is "CustomModue2
Can't view report as spreadsheet?
Hi - I was wondering why I cannot view a report as a spreadsheet? The option has simply disappeared for one of my reports. I am wondering if it has to do with having subforms involved in the form? Is there a way to bring back the ability to view and edit the report in spreadsheet view? Thanks!
Customer portal in zoho creator
Good morning, I read about CUSTOMER PORTAL in zoho creator help.when I tried that I can able invite users through their mail and they are able to set their password from their mail.but I don't able to know the purpose of sign up form in customer portal.Is it able to embed the sign up form in webpage?
Adding values to a multi select lookup field
Hi, I have an Order form, which contains a multi-select bidirectional relation between Order and Transaction. Essentially, one Order can have multiple Transaction. When I need to add a transaction to this list programatically, I am doing this. Please see my questions in the code comment. tList = foundOrder.Transactions; // does this create a copy of the list or return a reference to the list??? tList.add(txn.ID); foundOrder.Transactions = tList; // depends on whether it returns copy or a reference,
Help text for form / field?
I have created a form with fields that require more help / explanation than the 255 characters allowed for the Tooltip Message. How do I add additional help text to a field?
Simple Patient Look Up
My application has a patient information form with various data concerning the patient. I'm trying to create a "Look Up" form that will search the patient information database, by first name and /or last name fields, and display the patient information form for that particular patient for editing etc. Just a simple way to look up a patient by name and edit their patient information form. I've tried to use the Look Up feature but without success. Thank you, David
Auto Number not showing up
I can't get the Auto Number field to show for some reason, even though I am the application administrator. The help page says " By default, this field will be displayed only to the administrator of the application." How do i modify it so it displays to all? Because I can't get it to work on my existing form, i can't test it. I'm also curious what happens when I add this Auto Number field to a form already have multiple records? Help page I found: https://www.zoho.com/creator/help/fields/configuring-autonumber-field.html
Scheduling an SMS based on date/time in a form
Hi everyone, I'd like to send SMS messages according to a schedule - where the time and date is filled in a form. I have used the automatic SMS function on submitting a form which is super simple and handy, but I'd like to be able for someone to submit this form and then trigger the SMS as defined in that form. The content of the SMS would be customised based on the content of the form. e.g. Form fields: Name: PhoneNumber: Date/time: Message1: Message2: It seems like this is really doable using Zoho
Display my report like my input form
I have a form that creates a LOT number. YYYYMMDD##-ProductName This all works, and I save the generate lot number into the form on save. I Started using a sub form to add ingredients into the product lot. It works nicely. My problem is I'm trying to generate a report that mimics the input form. I can generate a report using the BATCH form that shows the LOT# generating information, but can't display the ingredients nicely. If I use the sub form INGREDIENTS I can list all the ingredients,
Include Form Data in Push Notification
Hi, Brilliant app however I'm struggling to include form data in Push Notifications... I've tried ${input.formName} in gui and input.formName outside of quotes in code view, both produce ${input.formName} in the notification instead of the actual value of input.formName Any help would be greatly appreciated, Sam
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