creator task to Zoho Crm
Trying to get the process clear in my head. We use cam and then creator to log customers equipment. Once a month creator produces a report of equipment that needs servicing. It would be useful if we could put a notification up in the contacts crm to say service due. the best way I guess is via a task. Is this possible and could someone point me in the correct direction of the process. I have searched but I am struggling to think mom the correct terminology.
Find invoice number (Zoho Creator -- Zoho Invoices)
I am using Zoho Creator to create invoices in Zoho Invoices. Zoho Invoices auto-generates the invoice numbers. What code can I use to find the invoice number of the newly-generated invoice ? THE CODING I'VE TRIED: The following line creates the invoices successfully: response = zoho.invoice.create("Invoices", "633994822", values); I would have expected "inv" in the following line to give me the invoice number, but it results in a null value: inv = response.get("invoice_number");
Subforms
Hi Guys, Basically most of my forms require to have subforms that are existing and the user is required to add to some of the fields in the subforms. So data is populated into the subforms and user is required to append to it. The main issue I have is the non-availability of the function to add or delete rows in a subform using deluge script. This causes a number of issues as follows: 1. I have to pre define the number of rows for the user, where sometimes the subform might have more or less. 2.
Add an element to a form by a Custom Action
Hi, in one of my form I have a Custom Action which open a report where some fields are pre-filled (based on the record selected) and there are others that the user should fill. When I press the "submit" button, it adds the fields in the correct form but the report remains open and not closed. I followed this guide: https://www.zoho.com/creator/help/views/editing-records-via-record-id.html My URL is the following: sURL = ((("https://creator.zoho.com/" + zoho.adminuser) + "/") + zoho.appname)
Using Not In
Hi! I need to load a Drop down with a list of names of people. This list must be a result of a fetch operation in a way that excludes (not in) records in a lookup field related to another form. How can I fetch records excluding (not in) records from another fech operation? Thank you!
Error when exporting to spreadsheet
Hi, When I try to Export my List Report to a Spreadsheet, I get the following error... This site can’t be reached The webpage athttps://app.zohocreator.com/tomroot/southsideassetmgmt/xls/Drawing_Tie_Outmight be temporarily down or it may have moved permanently to a new web address. ERR_INVALID_RESPONSE
Stop Automatic Update of Form Fields
Hi all, I have a form with the following fields: - pieceLength (m) - weightPiece (kg) - weightMetre (kg/m) Depending on the value put inside one of them, the others get updated using the OnUserInput field action. The problem is that if for example I put "pieceLength" = 15 and "weightMetre" = 5 then "weightPiece" is calculated as 5 / 15 = 0.33 but soon after weightPiece is recalculated (because 15 * 0.33 = 4.95 and it's different from 5). What I need is that the fields are correlated, but the changing
Formatting (input masking) phone numbers in ZoHo Creator
I've been searching most of the day for this answer; how do you format the 'field' in a form that displays a ten (10) digit phone number correctly (as is displayed in most web-based forms). I can easily do this using Microsoft Access, however, I don't know how to do this in ZoHo Creator. (123) 456 - 7890 The idea is to just type in all of the numbers and "after updating" the format will be assembled to look like the above example. I keep reading about using 'strings', but since I do not know
Time zones
Is there a way to display views using local time zones instead of the application time zone?
View Records API Mutilple criteria values
When can we have an option to fetch multiple records having different value for a single parameter field accessed through a single API call. For Example, if a user wants to view records for 10 different order numbers, he has to make 10 calls one at a time. This is how it works now. But we should be able to fetch multiple records with a single call, may have an upper limit (say 100). Avinaw
Adding multiple emails to a script
Good morning. I have a small application that on the submit of the form emails to whoever is selected in the record. This script below works great. But I need to send it to multiple emails. I tried to add them and separate them with a comma. But when I try to save the script it gives me an error on line 2. Which is the start of the script. input.Management.Email From : zoho.adminuserid Subject : "PO Number" Message : "<div>Here is your PO number:</div><div><br></div>" + input.PO_number
How to access lookup field values in fetch records
I have an application with a product form ICO. To do a monthly inventory, I created a form Temp_Inv to allow users to enter inventory amounts, in On Load, I fetch records from ICO: for each x in ICO { if (x.Inventory != "Labor") { insert into Temp_Inv [ Added_User = zoho.loginuser MD_Serial = x.MD_Serial Inv_Date = eomonth(today,0).addDay(1) Supplier = x.Supplier Pack_1
Setting Link Name for URL
I would like to set the link name of an inputted url to be the inputted date of a document. User inputs Date_of_Document User inputs Link_to_Document In workflow, on User Input and Update of Date_of_Document I have entered the following code: input.Link_to_Document = input.Link_to_Document + "/'>" + input.Date_of_Document + "</a>"; The Link Name stays blank when the Date of Document is entered, and upon submit it records the full URL link for the Link Name. I would like it to just display the Date
click on text open edit field?
Hi Zoho, I've seen a post directing this here, but I can't find it now.... I have an html page displaying data from different forms, I'd like to have the option to edit the data straight in the html page - meaning when I click on the data, an update field tiny window will pop up next to the text (just for the field that needs to be updated, not for the entire form). I hope I've explained myself well enough. Will appreciate any help.... Thanks Ravid
Configuring Conditional Dropdown
Can I create a conditional dropdown based on a radio button or check box selection? ie Radio button for "documents" selected dropdown would contain those items or "improvement plans" selected dropdown contains plan types
Filtering a table on an html page
Hello Zoho's, I have an html page with a table in it. The table takes its data from one form in my application (lets call the form "FNA form"). I'd like to have the option to filter the data in the table, with 4 possible fields to filter by. I figured my solution is to embed a stateless form to my page, next to the table, and to have its field passing parameters to the html page, filtering the data I fetch from the FNA form. - note - I do not want to embed a report to the html page, for many reasons
Import data into a lookup field with multiple values
I've searched through all documentation/forums and nowhere is this simple use case adequately explained or documented I want to import data into a form that contains a lookup with multiple values with a form linked by lookup relationship. The classic example is I want to import data of students who have multiple courses. - I have a form for students. - I have a form for courses. - In the student form, the courses field is a multi-select lookup from the courses form. I have a .csv file that
Allow deep relationships in reports, lookup-display fields
Consider the following: I have four tables, A, B, C, D A has two columns: A.ID (primary key), A.BID (foreign key from B) B has two columns: B.ID (primary key), B.CID (foreign key from C) C has two columns: C.ID (primary key), C.DID (foreign key from D) D has one column: D.ID (primary key) I wish to create a report that displays all columns of the records where the relationship A->B->C->D exists (assume, for the purposes of this discussion, that B, C, and D also have columns that contain useful data
Cannot create a zoho account via China mobile number to activate the account
I tried to create a new zoho email account, but when I activate the zoho account to let the system send a verification code to my Chines mobile number, I will never receive any code. Is this a known issue?
Viewing more than 10 records by default
On my page I have posted the html code from my different views for my application. The problem is the default view is 10 records. I need to change it to be the maximum by default. Is that possible?
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Hello, could you please fix the bug in my profile? micheledacosta at iCloud dot com Thanks! Michele
Restrict Search to initial filtered view?
hi - I have a view that is accessed via an OpenURL statement and has filter criteria applied on the openURL statement so the user only has access to view a subset of records. However, when they do a search from the view , then all records are searched and what gets returned are records they should not see - ie. the initial filter criteria is now ignored. How do i restrict this so the only records that get searched or returned are records that also have the initial filter criteria applied? thanks
Lookup multiselect - counting the number of selections
In my application I have a form for recording the published books/papers written by my colleagues. The form has also a lookup multiselect field for selecting the name of the authors from another form that contains the names of all my colleagues. For each published work there is allocated a number of points. For example, 5 points. If the published work has only one author he will get the 5 points. If there are two authors each will get 2.5 points, etc. I have to calculate for each author the number
Limit Image Size
Is there a way to limit the size of images uploaded, or better yet, automatically resize to a certain dimension?
I can't open my new domain name purchased at ZOHO for the web site I created
I created a web site on ZOHO , then purchased a domain name through them. Then clicked the link to verify it. Now when I try to go to the web page all I get is a error code "404- file not found. There is no web page matching your request" I emailed zoho 3 times and only wasted more time. First they said the site was linked to my email and sent me a email. Ok the email works, but no one can go to the web site? Some one else gave me a link to a page saying to register the name in searches such as
not null date field
Is there a way to create a "not null" condition to indicate that an email has to be send when the date field is not empty? Something that replaces null on the code below if (input.Date_Time1 != null) I have also tried if (input.Date_Time1 != null) { //do nothing } else { //send email } but it is not working.
is it possible to integrate zoho creator and zoho reports?
i have created form with one file upload control and one button control in zoho creator. first i can upload excel using file upload control , secondly when i click button i want show the sprint number analysis(from zoho reports) on the form for uploaded excel file . is this possible with zoho creator???
How to use PHP fonction like md5 in HTML view ?
Hi, I'd like to use md5 (http://ca3.php.net/md5) in my application for authentification purpose with another application. Can we use PHP in HTML Views ? I'd like to push a string and get back the result to make a if in my HTML view. The sample code is like this : <?php $str = 'apple'; if (md5($str) === '1f3870be274f6c49b3e31a0c6728957f') { echo "Voulez-vous une golden ou une spartan?"; exit; } ?> Is it possible ? Thanks, Pascal | nsisolution
Stop Click on URL From Opening Record Options
My form has a URL field that populates the column titled "Invoice URL" on my reports. Every time I click on any link under the "Invoice URL" column, the link opens to a new window AND also opens this additional box on the right-hand side of the page that shows options available for that particular record. I'd like for the links to ONLY open to the new window and NOT show this additional box on the right-hand side. How can I achieve this?
Need to insert a "." between numbers in a string field
I am trying to take a string field in which a number like 1415 is entered and have the field insert a "." so that the result will be 14.15 What is happening with either of the examples below is resulting in 14.5 with the Creator Cursor spinning forever and locking the record/field up. Can someone tell me how to "end" or "return" the processing so it will stop continuously looking at the field named Start_Time and move on the next field or process. I'm sure there is a qualifier that has to be put
Mobile App IOS Ipad
Two problems using file uploads in the mobile app. 1 The indicator within the Report of the existence of an uploaded file is an icon of 4 tiny dots that can hardly be seen. 2. The file, for example a PDF, will open ok but clicking the Action icon will crash the app.
Multiple selected records on 1 page table in Record Summary
Is it possible to create a Record Summary which displays certain form entries in a table...all on 1 page, instead of each record having a separate page. A similar command, would be the >>Next Record command in a Word Mail Merge. Record Column 1 Column 2 Column 3 Column 4 Record 1 >>Next Record >>Next Record >>Next Record
Updates
How can updates recods comimg from api?
How to Create a pop-up message?
I would like to create a pop-up message after a user submits his information. I see that you have a function called Alert() but this function is not listed under the More Task options nor under the Built-in functions to select from.
Display bold font based on conditional statement
I want to make font bold or different color based on conditional statement...any ideas? if(input.Door_Physician_Mins > 10) {display font.bold }
Customer Portal Issue
Good day, I have my apps working thru the customer portal in the company own domain, today when we open the apps only appears the header and the tabs menu. If I work thru https://creator.zoho.com/ its normal. I try with Chrome, Internet Explorer and Firefox in 3 different computers. What could be happen? Best Regards,
Variable is already defined of data type
Greetings, The first four items, have been working fine in getting "currency" field from the CRM. When I added the fifth, BMD, I get variable error. Can you point me to the error of my ways? "Variable 'BMD' is already defined of data type 'DECIMAL' but trying to update 'STRING' data type //Dealer Opportunity gdr = crmResp.get("Dealer Gross Revenue"); lsv = crmResp.get("Less Service Revenue"); lsfas = crmResp.get("Less Sales from AS"); INDopp = crmResp.get("INDEAL Opportunity"); BMD = crmResp.get("Base
how to fetch records whose list field contains a certain value?
I have a form which contains a multiselect field. Now I want to get all records searching for a value inside that list on form. I tried something like this: records = Form [multiselectlist.contains(input.value)]; But Deluge tells me there's a syntax error. How is right way to do that?
Import Data
Is there any way for a non admin user to import a mass amount of data into a table in creator? The import data that the admins can access works perfectly. However we'd like this function to be usable by a non admin user. The Zoho Migration tool seems like it could be an option, but I get an error when trying to install that on our machines saying that the software is incompatible with the operating system. E-mailing doesn't seem like an option, from what I can tell that only works on I row of data
Missing Grouping & Sorting Link in report settings
All but one of my report settings has a grouping & sorting option. Anyone know why this option would be missing in one report? I need to sort it by date Gill
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