Zoho CRM Resports Not Working At All
Noticed today that when you click on the "Reports" tab/link it just keeps loading and loading and loading... it's happening in both "new" and old Zoho CRM. I can't run ANY type of reports now :-(
Custom related
HI, I am afraid I don't I have created 3 custom related list (or I am wrong). Where can I check the corresponding "custom related list" Thanks! Andy
Form Builder
Hi, Question 1: I am building a form, And there is 1 dropdown. When I am using Zoho Creator iPhone application, after selecting an option from dropdown, I have to click "Done", is there any option or code which can auto close the dropdown, and go back to the form after selecting any 1 option from dropdown, and do not need to click "Done" in iPhone Zoho application. Question 2: In a same form which I mentioned in Question 1, I have added Radio buttons' group which is in 3 columns format. But in iPhone
iCal option for timezone?
When I add an iCal feed to an Outlook calendar it shows the event at GMT. In the Zoho app the time zone is set for EST (New York). Outlook shows the event time 4 hours later than in Zoho. Is there an iCal option to indicate the time zone offset? Here is an example of the feed https://creatorexport.zoho.com/zoho_admin3897/appowner/ical/appname/4PsSWBXKUx16BJK0dfQ0G6h8OOakkyBztZwg8ewY0JHD44B3XKSVsHZsfbMWdGFwQpFSpx7n3m0HeuR68sF8y7ZPayJC72s2F9Rv/DTSTART=Next_Contact_Date_Time&DTEND=Next_Contact_Date_Time&SUMMARY=iCal_Display&Record_Owner_Company_Link.Email=bryan@domain.com
Send Emails to a list of the application's users
Hello Everyone, I am currently writing a script that basically needs to send an email to a specific list of users. Given the user id, is there a way to access their account email address? Right now I have: for each m in Review_Board_Member [ID != 0] { sendmail ( To : m.User.[THIS IS WHERE I NEED HELP] From : zoho.adminuserid Subject : "Sweet" Message : "This works" ) }Also let me know if there are other problems with this code, all it's
Duplicate a Form in a same Application
How can i duplicate a form in the same application I want to use the same extructure of a existent form for another one! Tnks! noduscol.noduscolombia.co
how to add record via URL (http)?
hi there is website, which can send via http data from filled form website send it as "http call": http://my_site.com/?name=NAME&email=EMAIL@EMAIL.COM&phone=PHONE_NUMBER&lead_id=225298 http://my_site.com i can replace with http://creator.zoho.com/my_application/my_form/ how can tune my form so that it can record new entry when such "http call" from website is done?
Zoho Reports integration task for lookup field
Hi, I am using the integration task in order to add rows in zoho reports data base. I am using this kind of script: rowInfo.put("Email link Zoho", input.Email_link_Zoho); rowInfo.put("Horas Extra", input.Horas_Extra); rowInfo.put("Promedio Mensual Horas Extra", input.Promedio_Mesual_Horas_Extra.toString()); mapResponse = zoho.reports.createRow("Empleados Activos", "Empleados Activos", rowInfo); So far it works perfect except for the lookup fields, it returns the ID number and not the actual names
Zoho Capabilities - Multiple step/Multi party editing of data
Hello All, My client is in need of the following workflow: 1. A form is submitted outlining a new product idea 2. An email is sent to a preset list of emails saying something like, "A new idea was submitted you have x amount of time to respond to the idea with your thoughts, respond using this form (link to a response form). 3. The response forms simply edit the same table as the original request form - basically there is a column in the request table for each binary yes/no response from every notified
How to switch to Developer edition ?
Hi, I just finished the free trial edition of Zoho Creator. My account automatically switched to the Free version. Since I can't use subforms with free edition, I would like to use the Developer edition. I'm in the developing phase of my project and I don't want to spend money until the app is ready to use. I can't figure how to convert an existing free edition account to a developer edition. The following link allow new user to signup to developper edition : https://www.zoho.com/creator/developers/signup.html
date validation between two date fields
I want to resolve exactly the same case herehttps://help.zoho.com/portal/en/community/topic/date-validation-between-two-date-fields I can not find where to setup this code? Where I should go to include code validation for a determined field Best Regards Natalia
Users Add-on at $1/user for Enterprise Edition
Up until now, subscribers of Enterprise Edition had to contact our sales team to add more users to their account at $3.5/user. We have now slashed the price and made it a much more simpler process. Using our newly introduced User Add-on , Enterprise Edition users can now purchase more users at $1/user directly. To add more users, go to your Subscription tab . If you are in Enterprise Edition, click on "Manage" under that edition and if you are in other editions, click on "Upgrade" corresponding
Auto-fill date field UNLESS in Calendar view?
Hi, I have a date field in my form auto-populated to current date in the "on-load" function. This is great except for when I want to access the form from a Calendar report. I want to be able to click on the date in the Calendar (any date) and this date populates the date field. The only way I've been able to do that is to delete the on-load code. Is there a way to make it so that the date field auto-populates to the current date unless the form is loaded from calendar view? Thanks,
New BETA features being released in the next couple of Months...
Hi Folks Just spoke with Anbu at Zoho Creator Support and he gave me a little heads up on the Beta features being released in the next couple of months. Sandbox (the ability to develop and then push to live production) New live UI (a more flat more modern user interface design. With a lot of javascript goodness I hope) New form builder (haven't heard about this one before) Page Builder (this will allow a better HTML page design experience) Page builder - Customer Portal (not sure about this one)
How to include a link / response in email to update a field in record?
Hi there, My app "Booking Management" sends an email notification to "freelance clerks" with appointment details. They need to accept or decline this appointment. Email notification set up under deluge script - no problem. Custom action "accept" & "decline" in Zoho Creator report - no problem Now there is my problem - I would like to include the option to "accept" or "decline" in the email & update the record. I have set up a stateless form (link to main form create a booking) to embed in the email:
Keep Dashboard Updated
Hi, I created a dashboard in zoho reports and embeded it in zoho creator app. The graphics in the dashboard are based on the empleoyee management form which I created in Zoho Creator. How can I keep this dashboard updated? any help will be appreciated
Restrictions for the From address is not about security.
Dear Zoho Creator, I want to discuss a really annoying thing in Zoho Creator sendmail() function. You have these restrictions (https://www.zoho.com/creator/help/script/send-mail.html): The email sent will have the email id of the application owner or the email id of the login user, as the From address. If the From: address is not a zoho.adminuserid or zoho.loginuserid, the To: address can only be zoho.adminuserid and the sendmail task cannot have any CC: or BCC: address. Actually, this restriction
Suggested Practice for modifying in use application in creator
Our organization is using zoho creator in live production but we're always needing to make changes to the live version. Sometimes (often) it seems making some changes can "break" our work flow and causes pains. What is the best method for updating production apps in separate environment and then deploying? Right now we're able to "replicate" the app and the work from there but the data does not transpose we it's copied. I suppose two main questions: 1) Is their a way to more automatically transpose
unable to schedule quarterly task in "zoho creator"
how do i schedule a quarterly and semi-annual task in zoho creator
How do i change the currency format?
I would like to know how to change the Currency format. The default format is X,XXX.XX ; i need to use the Brazilian format currency X.XXX,XX The difference is how to use the "," and "." exactly the opposite. Thanks for any help!
Bulk Edit disable not working
Hi I have created an application in Zoho Creator and I want to restrict Bulk Edit in Reports. I have unchecked the Bulk Edit Record from Reports Setting -> Restrict Visibility but Bulk Edit is still enabled. Is there anything that I am missing.? Attaching screen shot for the same. Please advise. Thanks
Zoho (embed) + WordPress: Inherit WordPress Theme Style
We're new to Zoho -- We see it as an interesting solution to embed Zoho forms, views and repoorts in our WordPress sites, but not to use Zoho by itself (creator.zoho.com). We have been able to embed Zoho forms and views on WordPress pages. However, we notice the disparity between the Zoho themes and the WordPress themes. We, and our clients, like a consistent look and feel across a WordPress site. The embedded Zoho forms and views are functionally correct but aesthetically wrong. Is it possible for
How to add New Line Charachter in Zoho Creator using XML RPC API?
Hi, I am importing data through XML into zoho creator using xml rpc api, and it works very nicely. Now i want to insert a new line in long string text. Is this possible or not? I have tried alot, but getting no luck. Tried for new line like this: \n, <br>, <br/>, <br />, %OA, %OD. here is xml format: <ZohoCreator> <applicationlist> <application name="my-app"> <formlist> <form name="form-name"> <add> <field
Include empty values in pivot chart
Just wondering the following. I have created chart reports. The form it is based on a form with fields that can stay blank/empty. The chart ignores these fields. For example 1000 records with Gender field: 200 "Male", 300 "Female" and 500 left empty. The chart makes 100% of only the Male (40%) and Female (60%) together, but I would like it to be relative to the total records, so 20% Male, 30% Female and 50% null/empty/unknown. Is that possible? (note the chart also created a value "Unknown" but that
Customer Portal Add-On / Is this per "App" or per "Account" / what about sub-domains
Hi there, I would have 2 questions regarding the "Customer Portal Add-On"... as I'm just not not sure. 1. Is the Customer Portal Add-On per "App" or per "Account"? I see that within each App (under the same account) I can go to Customer Portal and see the provided URL is different. Clicking on that also sends me to the Login Page. Considering this, I would assume that that once you have the "Customer Portal Add-On" (for the 99$/month) this feature is now available for your ACCOUNT, i.e allowing for
Struggling to add a record to a form by email
1) I have a registration form on my website, from which I get an email whenever a record is added. I have mentioned the same mail ID (my Zoho mail account) as the form email alias for a Zoho Creator form. 2) I have setup a filter in my Zoho mail account to forward these mails to the form email ID. This is the process outlined in Latha's response at https://help.zoho.com/portal/en/community/topic/how-may-set-the-form-email-address-for-adding-form-data-by-email But this process breaks down for me
HTML Image Tag
Hi, I'm a bit stumped on this, and I hoped you might be able to help me? I'm trying to learn how to display external images in Creator. I have a form called "Images". It has a formula field which has this expression: "<img src='http://help.zoho.com/portal/en/community/images/imgLogoAdmin.gif' />" But when I look at the view, it has a broken image icon. I can't get any external image to work. I'm a bit puzzled, I'm afraid I just can't see what I might have missed. I wondered if you could help? Many
Cannot share application with a user becauser names do not match
A user registered in Zoho has the email address "sos@mydomain.com" and full name "SOS". I share a Zoho Creator report with user sos@mydomain.com. Zoho Creator shows that the report is shared with "sos1". I log into Zoho Creator as sos@mydomain.com and try to open the application. I receive the error: This application is not accessible. Sorry sos2, you are not allowed to access [database name]. Please contact this application's administrator. The application is not accessible because the report is
Zoho Creator page take data from form
Hello. I am using Zoho Creator, but not Zoho Invoice. However, some related functions are being done through Creator. I created a page using the "invoice template" from in the pages settings / templates. How do I draw the data from one specific form to populate that invoice? I've changed the variables correspondingly, but I don't know how to invoke the data from one particular entry from a form.
how to add entries via email - when using email forwarding on email server?
hi! just made form to add entries via email all works well task - add entries when i send email to "order@mailserver.com" on "order@mailserver.com" there is forwarding rule - all inbound emails send to creator form's email rule is turned on when i send directly to creator form's email - entry is in when i send "order@mailserver.com" - there is no entries how to add entries when using forwarding?
Cannot email data into zoho form using email id alias
Please this is an urgent issue. I need to have users who are NOT registered to Zoho email data into a form. I have set the email id alias of the form to an authorized email account and tried setting the forwarding address on my email client to the zoho email id. I keep getting the authorization error.
Rich Text Fields skewing Reports
Hi, I have used RTF's and I need to be able to have my user view the RTF when they want but the default behaviour of the RTF forces the rows ot the report to be almost unusable. Does anyone know of a way to create a hyperlink to the actual RTF or some other way of limiting the size of the RTF in report view? Thanks
Show uploaded image in page
On my report I have a link to a page in a popup which displays an image that was added to each record. The page opens in the popup correctly but the image doesn't display; the HTTP request for the image returns "500 (Internal Server Error)". I also tried using a formula to show the image, like I saw mentioned somewhere, but I get similar results. Here is the page that I have: htmlpage View_Image(recordId, imageNumber) displayname = "View Image" content <%{ record = My_Stuff [ID == input.recordId.toLong()];
Help with Global Variable
Hello. I've read the article on Global Variables, but something isn't clicking for me. The article describes adding 2 form fields, which I really don't need. I have a Start_Date field on a Add_Student form that I want to write to a variable globalStartDate. I will then access that variable from an HTML page named Certifications and perform a run time calculation. What is the best way to do this?
How disable mandatory when a field is hidden/disable
Hello, I've a form with a radio button, when we select a word, the form hide/show different field but I want place a mandatory on field, but if the field is hide/disable I can't send form because madatory of this field creat problem. Thank you
ZOHO Creator native mobile version - configuration & push notification
Hi I have 2 questions with regards to Mobile app for ZOHO creator: 1. Are we able to configure the screens we see by default when we download the ZOHO Creator mobile apps? If can, may I know where is configuration function to do so 2. How to set a push notification on the mobile app so that whenever say a record gets added, it notifies the user via the mobile app. Thanks! Boon Yar
How to hide data in look-up field - using criteria hold in main form from previous records?
I am working on an application to book services and assign them to employees (employees are selected using a lookup field). * Booking form has : start date, end date, selected service, select employee --> drop-down lookup field (linking to add/edit employees) Once the worker is selected a decision box: "mark worker as busy" is ticked. ==> The idea is when the form is submitted, the employee is marked as busy for the period " start date - end date" * Add/edit employees form is used to hold: Name,
Can you sum fields in a subform and input them into the main form before successful submission?
Can you sum fields in a subform and input them into the main form before successful submission?
New UI sidebar Width
Hello, The new UI looks very good, however the sidebar is very small to show Forms Full Names. An option to change its width along the application is highly appreciated. Thanks
"Variable ID is not defined" when filtering a report to send on email?
Hi Zoho, I have a scheduled task, that runs through a form's data and adds entry IDs to a list (SentMsgs). Than, I'd like to send a report to the admin, showing only the entries that their IDs were added to the SentMsgs list. I have scripted: sendmail [ from:zoho.adminuserid to:zoho.adminuserid subject:"Monday emails report" message:"Hi Self, <br><br> Monday emails report attached.<br><br> Enjoy!" content type:HTML attachments :view:Flags_n_Alerts_Report[SentMsgs.contains(ID)] as PDF ] But when I
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