Add CRM Event from Creator Form
I am trying to add an event in my CRM calendar based on the field Bid_Due from my Creator form. The creator form is not relative to any account or lead in our CRM nor does it need to be. Maybe this is an issue? So On Add -> On Success I drag and drop CALL FUNCTION from deluge tasks and select CRM integration and Create Record. Module Name is "Events" and I have mapped the field like so. crm_Resp = zoho.crm.create("Events", { "Subject" : input.Title, "Start DateTime" : input.Bid_Due, "End DateTime"
Video From Cellphone
The functionality to add a photo from a cellphone is really great, but can this be tweaked to include a video too? Thanks
BIG PROBLEM: Can't access my own Zoho Creator projects
Hi Zoho Support/Community, I'm testing out the free version of Creator which should allow up to 3 users. I've been working a lot in the last few days to finish a new application, and finally yesterday night I've done the first usable version. So, I was began to test the access the users access possibilities (3 at maximum at free version), and I've introduced a gmail address from a personal account. But I've found that gmail address is linked with my main zoho email (as secondary email), and now I
Pushing information into lookup via custom action
I have a form called Account in which we're tracking Accounts we do business with. I also have a form called Order in which we create orders. The Account and Order forms are linked via a lookup on the Order form that links to the Account name. On the Account report I have a custom action that will create a new order, the action does the following - void Order.Create() { openUrl("#Form:Order", "Same window"); } I was wondering if I can then populate the Account lookup field on the Order form
Subform images in report only showing first two images
I have a main form with a sub form which is used to attach images to the main form. I am try to create a report showing the details of the main form and then display all the images from the sub form. I can get everything to work as it should for the first two images but after those the third is displayed as an image icon and not the image itself. AM I missing something that is limiting the number of images displayed?
is the parameter of pageSize available in rest api view record ？
hi zoho ： is the parameter of pageSize available in rest api view record ？
Deluge statement execution limit exceeded the maximum limit.
Hi I have a schedule performing a daily routine using a "FOR" and I get this error in the schedule log: Error Executing the workflow Vencimiento Cotizaciones script(Custom Schedule). The number of deluge statement execution limit exceeded the maximum limit. Why is that? I need a solution or turnaround to accomplish the routine Thanks!
Security: Customer Portal & Users & Permissions in Creator
Hi, I'm confused about the Customer Portal & Creators Users's and permissions links. I have the "new" account setup So under Application Settings i have links to the following: Users & Permissions: Which has Users, Roles, Profiles and Field Permissions Customer Portal: which also has has Users and Profiles etc So when a customer registers for access i can see him in the Customer Portal and he gets assigned a profile from the Customer Portal. So what is the purpose of the Users/Roles/Profiles under
How can I set date to date-day?
How can I set the date format as: 'Apr 05, 2016, Tuesday' ?
Embed view without html head and body
Hi -- Is it possible to embed only the content div (id="zc-component") of a view without html head and body?
Best approach to convert numbers to text in a pivot chart; if(minimum(field) == 0, 'No', 'Yes')?
I would like to show what a number means instead of the number itself. I have a survey with groups of questions. If all questions are answered 'Yes', then the answer for that group is 'Yes', otherwise the answer for that group is 'No'. Right now, each item has a score (No == 0, Yes == 1). I am taking the minimum of the score and placing that in the Color field in the pivot chart. The data is properly plotted on the chart, but the legend on the chart shows '0 and below' and 'above 0'. I would like
is there .notContains function?
hi try to check for variable - is it contain value when save script - system write that there is no such function why?
Deleting subform data with "Delete Record" task...
Hi All! I have used the "delete record" task many times by now and everything seems to be working fine. But I have encountered a problem on this spot: When this form is successfully submitted with an ID, I need to delete the record with that ID from a specific form. So far so good. But this form has subforms, so I need to manually delete their records too. I have tried the following: if (input.Form_Name == "Insurance01") { delete from Insurance_Sub[ ID == input.Rec_ID ]; Project_Name_Here
OpenURL during OnDelete -> OnSuccess being ignored
I have the following code in the On Success section of the On Delete action in a form: openUrl("#View:AQ_Report?ParentID=3007035000000362036", "same window"); It doesn't work there but the same code in the On Success section of On Add does work. Is there some way I can open a report after a record is deleted? My use case is that when the last record that matches a particular filter is deleted, I'd like to take users to the same report with a different filter. Thanks!
Pivot Chart
Hello all, I am trying to create a pivot chart to display predicted versus actual savings based on a month or a timeframe. This chart would also be able to display based on one initiative, multiple or all. It seems that you have to have your data sorted in a particular fashion in order for pivot charts to work. I have placed screen shots below of the form that I am using. The Predicted and Actual savings fields are currency fields. The "Entry Date" field only shows the date the info was placed, it
store text
I’m trying to store some text from fields (i.e. Submitter_Email and Quote_Serial) in my Job_Information form and then recall that to use the built in sendmail function. I simply can’t get the text to store properly for recall in the email. Here is my test script for a send email Function. I know what is circled in red is completely wrong. What do I use here to store those form fields/text properly?
How to connect two forms with a custom function button
Hello, I've configured Zoho CRM to address all but 1 thing for my company. I'm trying to use Creator to address that one thing using a Creator App that consists of two forms. So far I've created the two forms within my app. I'm struggling with how to put a button that works (custom function?) on the report view of form 1 that will take a user to the data in the report view of form 2. I've attempted to create the custom function but I'm not doing it correctly. The custom function's button appears
Convert Excel formulas to zoho creator automatically
Hi Is there a way to import formulas from Excel to Creator? I am trying to create an application based on an Excel sheet. The calcs are using basic addition, multiplication fields.
Customise Email Notification
In the customise email notification panel does the TO need to be: zoho.loginuserid Or can it be one of my business email addresses
Filter not working on updating record
I have a field called devices_room which filters the look up based on input.devices_site. This works fine on a new entry but not when editing a record. Any ideas?
Pivot Table report sub-total recalcualation
Hi, I have a simple application to manage a warehouse for an ONLUS that provide food to poor people. We are obliged to maintain a warehouse report in a specific format Each time a new product go IN or OUT we add an entry with: OPERATION DATE: date of opertation PRODUCT: name of product IN: quantity in OUT:quantity out the report must have a row for each OPERATION DATE in the below format OPERATION DATE_________PRODUCT 1_________|________PRODUCT 2_____ | IN |
Variable as field in fetch item?
Hi Zoho, Is it possible to fetch an item with a variable as the field given? for example fields = {field1,field2,field3};%> for each EachField in fields {Current_Fetched = Form1.EachField;%> <%=Current_Fetched%><br><%}%> And I'll get the data from the 3 fields? Thanks Ravid
Organizing form
Hi Zoho community, I created a form for empleoyees managment and it has 48 fields. I would like to have this fields in smaller groups, like Basic Info, Education, Health Insurace, Social security, among others. is it possible to arrange them in tabs or something similar? I do not like how it looks like if I use subforms or having a very very long form to scroll up and down. is it possible? any idea or can someone refer me please where in the user guide should I read. Any help will be appreciated.
data submitting issue
Hi all i have a peculiar issue.I am developing a application for my business using a developer who is working a lot to sort out the issue bt he is not able to find a solution.SO now seeking a help from you all I have a order Form- which holds the data for the orders received I have a Trip Form where the actual order dispatch details are entered . along with these forms there are many other forms. My problem is when i try to enter a Data in Trip Form- there is lot of delay in submitting data and most
add entry via email - is there any field for sender's "from:" email?
hi! add entries to form via email https://www.zoho.com/creator/help/forms/email-data.html#Adding_form_data_via_e-mail_in_user-defined_format there are system fields ZC_Subject and ZC_Content is there any field to capture FROM email field? field of email sender
Sorting records by date - how to only use day/month?
Hi, We are currently trying to sort our subscriber database so we can see who has birthdays this month, and whose membership will expire in the coming month. However, we have found that trying to use the search filters does not work. This appears to be because the sort filter is looking for the next 30 days this year - not the next 30 days of any year. Is there any way to fix this? Currently our admin team is having to repeatedly export the db to Excel and then use Excel's sorting to find the relevant
UK VAT calculation in Creator
Hi, does anyone know the simplest way to calculate VAT in Zoho creator
Cannot close Live Chat popup
Hi, Whenever I use the "Live Chat" there is no option to close the popup window, see: http://prntscr.com/atooyl Please fix this. Damien Cregan Hire an Expert
Show/hide with multi check boxes
Trying to show/hide 3 fields (17, 18 and 19) based on checkbox values. So far I have the following, which works fine if one box in field 16 is checked but hides all 3 fields if more than one check box is ticked. Is there a better way to do this? if (input.intake_form_1_question_16.toString() == "Completion Date") { show intake_form_1_question_17; } else { hide intake_form_1_question_17; } if (input.intake_form_1_question_16.toString() == "1st Fix Start Date") { show intake_form_1_question_18;
how to add record from anyone via stateless form?
hi! need to make next logic: 1) email from anyone -> 2) public stateless form -> 3) private zoho creator form task what i need to solve - every email that was sent to email "order@myemail.com" will be as unique entry in my private zoho creator form there are - private zoho creator form (yachting_zayavki) - public stateless form (email_data1) in both forms there are same fields ZC_Subject and ZC_Content how to make linking from fileds of public stateless form (email_data1) to fields private zoho creator
Mass-import date values
I found it hard to understand what date format to use when mass-importing rows into a view. Looks like it has to be : dd/mm/yyyy . Looks like : mm/dd/yyyy or yyyy-mm-dd would not work. How is this configured for the view? Or is this configured at the account level?
Limit number of records in report
I am using Zoho Creator for project management and for each project I have a list of upcoming tasks and a deadline. I am trying to create a report that will show upcoming tasks for each project, but set a limit on the number of tasks displayed for each project. For example, if Project A has 10 upcoming tasks, I only want to see the next 3 of them with the newest first. I know how to limit the number of records per page, but I'm looking to limit the number of records displayed for each project.
Fetch details from Contact module of the CRM to a form in Creator
I've used a lookup field (CRM) in the Creator form to get the contact name. On selection of the contact name, I want the form to auto update the Account, Email, Location and the number of the respective contact. Can some share a code to perform this operation?
Capcha Image not displaying (Zoho Creator Form WebEmbed)
Looks like the captcha image is not displaying in WebEmbeded forms. without the image, this feature is unusable. please resolve.
Testing and deployment practices for Creator Applications....
I'm coming from a world where we deploy changes to a test site (via a migration), and then once tested we deploy to a production environment. What are the best practices for doing this in the Creator world? I appreciate your help in advance.
Custom Action executes only on one record
Hi, I configured a custom action in the report header. The code is only one line, updating a field in a record. void WalkIn.OrderManager.MarkTasksPaid(Task_Subform t) { t.Payment_Status = "Paid"; } I don't understand the help document: https://www.zoho.com/creator/help/script/custom-actions.html#Configure_the_function_as_custom_action_-_in_View_Header n the Execute action for each record, the custom action will be called for each record. This is supported for functions with any argument type.
How to stay informed about changes to Zoho Creator
I've noticed some improvements to Zoho Creator Free flow Workflows lately. Is there some way I can find out about recent changes and planned changes? The roadmap showed up blank for me. Ideas in progress seems to have items that have been completed but are still marked in progress. Ideas implemented doesn't reflect the kinds of changes I'm seeing. I imagine there are new functions and perhaps functions that will be changed or removed. There may also be changes to the interface for end users. I love
Is it possible...
... to dynamically update a selection field, say Multi Select from another table? For example, If we have a table of Room Names. We want to be able to have a Multi Select question that states, "In which rooms..." and populates the options with the names of rooms from the Room Table.
different logo for multiple applications
I will have multiple applications in one acccount I manage them for different companies. They all need their own logo. How can I add a logo to one application and a different logo to another application all within the same zoho account?
Calculation of Values
Calculating values from 2 forms I have searched high and low for examples on how to calculate values from multiple forms. Im trying to calculate a running total from a staring balance field + deposit amount field + withdrawal field from 3 forms and display it in a Control Page, im in the process of creating an application that hopefully i can roll out to many members in the future and the formula above is an example of how majority of my field values are calculated. If i can get an example then it
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