Fetch Client Portal ID to display Client Name
I am trying to somehow fetch client name based on customer portal ID. So....... I have a form "TMP_Order_Form" which contains a field called "Client_Name" and "Client_ID" I have another form called "Clients" which contains fields "Company_Name" and "Client_User_ID" So I am hoping when loading form "TMP_Order_Form" it will see who the customer log in ID is then pull the data from here and populate the field "Client Name" in my order form I have tried fetching the data but I seem to get bigint and
Zoholics: Developers 2016 Details!
Hi everyone, Join us for Zoho Creator's 3rd annual conference at our headquarters in Pleasanton, CA. The event consists of a two-day (Apr 27-28) application building workshop where you'll learn how to plan, build, and automate a Creator app from scratch. On April 29th, we'll have our annual Zoholics: Developers event. Product specialists will demonstrate Zoho Creator's advanced features, and reveal what's in store for the future. More details below 1a. End User Workshop (April 27 & 28): Going over
How to register customers on Professional plan
Hi there! I am having some trouble registering customers for the customer portal, I have the customer portal addon and I have a Professional plan, however it seems that I can only register about 8 users and according to the plan, I have 200 customers per user. I have read and this is what I found about the users and permissions. "Users and Permissions Navigate to Users and Permissions and click on “Add Users” tab in the respective permission set to add users to that particular permission set. Alternatively,
New Report Type: Map
I'd like a to create a map of addresses in my database. I think QuickBase has this feature. ZC needs to catchup. http://quickbase.intuit.com/quickbase-blog/an-introduction-to-intuit-quickbase-address-fields-and-map-reports
Language Problem!!!
I have changed my language to English, many things are now seen in English, but a lot of important things are still in Japanese! Why? How can I have only English?
Does Sendmail rely on the local email client or is it cloud-based?
I have created a Schedule that scans a table for overdue tasks and generates a reminder email to the task owner. This runs nightly and works fine, but I just noticed that all the generated emails appeared in the Sent mailbox of my machine, which implies to me that emails are NOT being sent through the Zoho cloud host but rather through my local email client. That is not good, because it implies that if my machine doesn't happen to be running (and logged into Zoho, I guess), the emails won't go out.
Need ability to print a record
Is there a way to allow the user to print a retrieved record? I have read all user docs, developer docs, and posts related to this but there does not seem to be a way to do this. Thanks for any help -Greg
Stateless form on success insert to other form
I have a stateless form set up whereby people will enter details from a drop down look up. If (Health_and_Safety_Assesment (SurnameHSA == HS_Sign_In.Surname == null); insert into Health_and_Safety_Assesment; { Added_User = zoho.loginuser; input.SurnameHSA = Surname; } it is coming up with error on line one
Add "edit" button in HTML view
Hi all, I have an HTML view for a form, which essentially displays each record in my DB. I'd like to add an "edit" button after each record so that records could be immediately edited, in much the same way as the List or Grid views contain edit buttons. Is this possible? Thanks! Sam
Creating a Vendor Bill in zoho books using Creator
Hi i have a requirement to create a vendor bill in zoho books passing value from zoho creator.Please Help with the needed info on how to go about it for that. Thanks Giriraj.R
How to delete a Auto Number field?
Hi I want to delete a Auto Number field from FORMA but when i try it says it is linked to another FORMB. But when i go to FORMB, the field is not there in the form builder but i can see the field in field actions(strange). How can i delete this field from the FORMB so that i can delete it from FORMA?
Custom Action doesn't work from inside a Lookup
I have setup a simple Custom Action that uses OpenURL to open our Client Form in a new window. This works just fine when clicked from the clients report. I have an additional report with a list of tasks related to our clients. This report lists tasks from a form that has a Lookup field that looks up the client. The report shows the client's name, and when I click on the name, it opens up the client's record, so I can see his details. So far so good, and everything is working as it should. However,
Copy Fields in Same Application
I'm not sure I've title the question correctly. I've had a very difficult time understanding Zoho creator. Zoho is unlike Google Forms because there is no button to duplicate a field. I am creating an application (form) where students can upload three photos for a photo contest. I've created the following fields that I would duplicate two additional times and then change the Photo 1 text to Photo 2 and Photo 3. Photo 1 (file upload) Photo 1 Title (single line) Photo 1 Genre (drop down) Photo
Users Logins and Filtering Data
Hi everyone, I am a new user of Zoho Creator. I like it very much and I would like to create a database to mange monthly reports that I receive from couple of agencies. I am currently use MS Excel and Access. My question is related to users' logins and filtering data. Below is my question(s) based on what I want to do: I am the main user/administrator of the database, and can see and manage all data from all different agencies. Let us say that I deal with 4 completely different agencies (A, B, C,
Adding users / sharing the application?
Hi Zoho! I'm trying to add users from my company to use the Zoho Creator system I've created. Right not I have 7 separated pro accounts that are shared to the application - I think this is not what I was supposed to do... When trying to add the users on the "Share" tab under the application settings, it contradicts something in the system and the users cannot access the system at all. What do I supposed to do than? How can I set different permissions to users in that way? Thank you Ravid
Can I create a relational database
Hi everyone. I am trying to figure out how to link tables (or forms) with relations using Primary Keys and Foreign Keys, something similar to what in MS Access. Does Zoho Creator do this? and how? Thank you.
Pass AutoNumber to next form...
Hi, I am having difficulty sending the autonumber to a number field in another form... Seems simple enough, but this is how it appears in my app 2 Forms 2 Tables Main Form Main Form Table ------- Subform ------- Subform Table Main Form - Generates Autonumber. I want Subform AND all other subforms to inherit this unique number on multiple records in the SubForm table. Please help me. Thanks
I cannot install Order Management
Is anyone else experiencing this? The default app Order management says installed but is not showing up in the apps page. Help!
Image not displaying in PDF
I have a rtf that contains an image. The image shows correctly when I view the record using a record summary. However if I use the export as PDF link the image shows as a blank box. There is also a signature field that does show correctly. If I use the print button and print to a PDF using PDF Creator the image shows correctly. Is there anything special that needs to be done for an image to show using the built in PDF? Such as publishing the underlying report or form?
Webhooks into Zoho Creator
Hi I'm looking to integrate Zoho CRM with Instamojo payment gateway. Instamojo will post transaction details on to a webhook which need to provide to update my Zoho CRM database. The Instamojo webhook request is a request with content-type application/www-form-urlencoded. Are there any provisions in Zoho Creator to enable this? Regards, Varath
Alert if a record already exist
Hi Zoho community I would like to create an alert message if a record already exists in a report. can someone please give me a hint on what should I write or where should I read? I am trying this: if (Objecion[Factura == input.Factura].count() > 0) { alert "Este número de factura ya existe, Favor verificar estado."; } with no success am I in the right path? any help will be appreciated
Fetching Data
Hi, I am new to Zoho and i am currently stuck on something. Here is my scenario i wonder if you can help. My Girlfreind has a hairdressing company so i have created her a job record , payment tracking system. The form has the following fields. Date Name Of client (drop down selection using realtionships) (from Clientel form) Discount (dropdown list, with values set on the form) Job Undertaken (Multiple selection list using relationships) (from Price list form) Number : (used to calculate price from
Noob problems in a very basic app...
Can anyone tell me what's wrong here :S (i know is more usefull if i do another list to don't repeat account names, but i'm trying to test the apis) Thanks in advance ! ^^ potential_list = zoho.crm.getRecords("Potentials"); for each pot in potential_list { if (pot.get("Stage") == "Ganado") { /* Name of the "app" */ insert into shared_view [ id = pot.get(("Account Name")) wins = 1 ] } }
custom apps- workflow task forms
I am trying to create a workflow task form. step 1: a user will inform that a new staff member will be joining (this is standard info-name/ start date etc) step 2: the contents of this form will flow to the IT department for them to action ( i am not sure how to get the filled in information from step 1 to come into step 2 (non editable just visible) step 3: some information gathered in step 1 & step 2, will be sent to another department for them to action some internal steps. step 4: a welcome email
Latest Version Bug with Subforms & Bidirectional Relation
@ Zoho Creator Support, In the latest version there is still an issue where the Bidirectional Relation field in the subform clears after updating the main record. I sent a support request about this a month ago. Since then I am using multiselect lookup fields in place of subforms, but I need to use a subform now(lookup field won't suffice). I have sent another support request. Can ye please fix this issue. Thanks, Damien Cregan Hire an Expert
Problems importing related data
I have an employees form (167 records) that includes a sub form to position history (330 records). The forms work properly when I manually add test data through creator. But I can not get the data to relate on import from excel. I've tried uploading both forms separately, and I've tried combining excel files then selecting the option to upload sub form data on creator import. Uploading separately populates the forms correctly, but the data is not related. Uploading a combined file creates 497 records
Help Calculating Payroll Date
I need to calculate the payroll date for a terminated employee. I will enter their termination date and I need to calculate the following Friday from the Friday following their last date of work. Here's what I've most recently tried... datetime = input.Termination_Date; time = datetime.toStartofWeek(datetime); Date_Final_Pay_Received=time.addDay(12); Help! Thanks! Jesse
Open Google apps (gmail) or Zoho Mail by clicking a link in Zoho Creator
If I have a list of several customers, including their email address, would it be possible to set it up so just by clicking the email adress, so would I automatically open up Gmail or Zoho Mail directly with the list of all the communication with this customer? Any suggestions how this is done? Thanks
Move or Copy applications between workspaces
Hello, How can I Move or Copy applications between work spaces in Zoho Creator Thanks
Dynamically add to dropdown but stop removing "Other"
Hi, Is there any way that I can retain the "Allow Other Choice" option when using ":ui.add()" to populate my dropdown? I know I can use ":ui.append()" but this means always having one selection in the list(Which is what I'm trying to avoid). Thanks, Damien Cregan Hire an Expert
Project Database
I have two requests please. We have created a Projects database which has a number of subforms, one of which is comments. It has three fields - Date, Who, Comment Elsewhere on the Main Form there is a comments field from an earlier version. I would like to move these comments to the subform and then delete the original comments field. Is there some code that would achieve that please, or do I export and re import. Any advice appreciated. The second request relates to managing Project value. On the
Zoho Creator uset authentication with LDAP
Hi! We got many customers that need to integrate user authentication in Zoho Creator with LDAP (Active directory for example). Is there any plan to have this functionality implemented in the short/long term? Regards
Clone Profile in Customer Portal
Hi all - when I clone a profile in the customer portal it doesn't clone the existing permissions i had set up in the profile i am cloning from. All the permissions are set back to default of no access. Is that supposed to be the normal behaviour? Its very frustrating as i then have to reset every single permission again. please advise thanks
No scroll bar in upper banner on edit mode
Hi Zoho, On some screens there is no scroll bar on the upper navigation pane in edit mode, so I cannot reach some of my pages, reports and forms. Screenshot attached: Ravid
How to access data from one application through a page in another application?
Hello everyone. I am stuck in a part here. I want to access data from one application through a page in another application. Please do voice out your ideas and fixes please.
report seach
In my report have a field named warehouse locations, how do I do a search for entrys related to both the carson and fontana location at the same time? neither a space between the words or a comma works. Help is appreciated
Scripts for multiple subforms
Hi, I have multiple subforms in a form and want to sum up the score fields in each one. I am using this script b = 0; for each row in input.General { b = (b + row.Score); } input.General_Score = b; c = 0; for each row in input.Hygiene { c = (c + row.Score); } input.Hygiene_Score = c; But I get error Variable 'row' is already defined of data type 'ZC_SUBFORM_85' but trying to update 'ZC_SUBFORM_60' data type Any help is appreciatted Ant
Create dynamic survey based on responses
Hi, I'm trying to create an application that is based on certain data that I've collected. The workflow would look like this" First, the user selects their hardware they currently have (can select multiple) Hardware 1 Hardware 2 Hardware 3 Then, based on their hardware selection, it looks up the services that are offered on each hardware, so for instance Service 1 Service 2 Service 3 Hardware 1 TRUE FALSE FALSE Hardware 2 FALSE TRUE FALSE Hardware 3 TRUE FALSE FALSE and retains
Setting and clearing field values on button press.
Hi People, I seem to be having an issue setting values upon a button press (in a stateless form). Defining a field's value works fine if the code is run "On User Input" or "On Load" however "On Click" does not set values. An example line would be input.text_field = null; which would normally clear the field but if called "On User Input" does nothing. Is this intended functionality or a bug? In any case, would anyone know of a workaround that still allows me to use buttons to define/clear fields?
Email Log
Hi, Is there any way to see the email log and view the emails that were generated and sent in Creator?
Next Page