Inventory
I am trying to decide on Zoho or paying for a full CRM/ERP package like Netsuite. Does anyone have any advice as to whether Zoho can do everything it says? One area of concern would be inventory. Can Zoho integrate with a magento website and update inventory in real time? Thanks for the help. John
life insurance calculator
i am trying to find out if zoho creator would be able to show certain quotes for insurance based on a few simple entries into a data enter form basically someone will put in their age, gender, and whether or not they use tobacco. all of the rate tables would be loaded into the database, upon the person entering their above info, the database would show the results for 3 or more carriers based on their inputs and the database making the calculations in the background what would be the best way to
User Defined Format of Add Email Data to Form Simply Not Working
https://www.zoho.com/creator/help/forms/email-data.html#Adding_form_data_via_e-mail_in_user-defined_format I followed these directions to a T and it's not adding data... When I send an email with rich text I get a reply that says "Rich text formated email template is not supported, please resend the email as the plain text formated." ...when I take out the rich text nothing adds at all Can someone get back to me and tell me what I'm doing wrong?
creating a record in zoho crm events and tasks
Hi, I have been able to create a record in zoho crm contacts module (although it took a while to go across and I ended up making 3 duplicates) but when I try the same for events or tasks it doesnt seem to work I am using the call function with Zoho intergration what are the key fields I need to enter to make the task or event appear in my feeds/calendar? is there a help document that deals specifically with adding tasks or events - the only one I can find is about adding leads Thanks
Capture image directly into a record
I would like to build a contacts form with an image of the person. Is it possible to have a button on the form to capture a photo taken with an ipad or iphone directly into the record?
Display outcome of fomula field as currency
Hi, I am creating a form, which has a formula field. The formula field makes the addition of two currency fields but the answer is not the currency, is a number. I would like the outcome to be displayed as currency. How can I do this??
Delete record using a link
Hi Zoho, I'm trying to create a link (button, actually) that when clicked will delete a record using its ID. I've managed to create a button linking to edit mode of a specific record using http://creator.zoho.com/<zoho.loginuser>/<zoho.appname>/#Form:<FormName>?recLinkID=<LinkID>&viewLinkName=<ReportName> Anyone with a hint how can I delete a specific record? Thanks! Ravid
Creator/Support Integration <response> data type is incorrect?
While trying to integrate Creator with Support, I have determined either the online documentation is incorrect or the return response data type is incorrect. Here is the reference document: https://www.zoho.com/creator/help/script/get-records-support.html The above doc states that the return response data type should be a "MAP" in the Syntax section. where, <response> is the map variable returned as response. When coding it as a MAP the error is expecting an "INT" upon saving. Here is the code that
Hide/Disable Does not work when entering edit mode directly
Hi Zoho, On an html page I've created a button linking to editing a specific entry in my form, using http://creator.zoho.com/<zoho.loginuser>/<zoho.appname>/#Form:<FromName>?recLinkID="<LinkID> &viewLinkName=<ReportName>" Main issue - when opening the link, the form is shown with all field shown and enabled, although some are hidden / disabled at On Edit -> On Load. This is very important.... Why is this happening? Ravid
Function applied over invalid expression
Hi, I am trying to calculate various fields in a subform and am hitting the above error. The calculations work when I am in the subforms original form but when I alter the forumla for the subfield I get an error message I have isolated a simple example that if solved I could use for the actual formulas that are more complex (but not by much) in the original form the set variable would go Start_Hr_num = input.Start_Hr.toLong() that works but in the subform I am trying to use row.Start_Hr_num = row.Start_Hr.toLong()
Autofill using a link to the form?
Hi Zoho, On my html pages I have a link to a form. I'd like to have few of the fields in the form autofilled by variables from the page (I have the same link in 3 pages. I need the project name on the form to be auto filled with the project name from the html page directing to it). Possible? Thanks! Ravid
Only displaying section tabs to certain roles
Is there a way to restrict section tabs so that they only appear to users of certain rolls? There doesn't appear to be a way to do this other than hiding or showing the tab in the live application regardless of who is logged in.
Idea For A New Application
Hello everyone, i apologiose in advance if i have posted in the wrong section of the forum. I am looking for some advice as i have an idea for an application that i either need to build myself which i think will be far to complex for my ability or alternatively get an idea of price to build the application from a developer. I currently have an Excel spreadsheet to calculate the information for me but i want to offer it out to other people on the cloud as a subscription so customers can access the
Is anyone having an issue with the new ZOHO Creator to ZOHO Invoice Integration API?
With the old zoho invoice integration API I was able to create an invoice and have the invoice automatically emailed. With the new API, I can create an invoice but can not email automatically. I have to manually go into zoho invoice an email each invoice individually. Is anyone else having this problem. Creator support will not even answer my emails as to when this will be resolved. This has been an ongoing issue for over a week and all I get if I get to talk to someone is the old "we're working
Fixed Input
Trying to recreate an excel spreadsheet with a fixed input that affects the equations used in the spreadsheet. Does the fixed input belong on a separate form page or does it exist elsewhere?
Self referencing tables
I need to have a form that includes a dropdown lookup that references itself. For example a form called 'COMPANIES' where there is a field called 'PARENT COMPANY' that allows you to select from the records already entered in 'COMPANIES'. This doesn't seem to be possible - is there a way to do it?
Production management app.
Here's what I need: I need to be able to upload a list of tasks with assigned numbers from a spreadsheet.. 105,205,305...Then have a button to activate a start and stop timer that logs how long each task takes. Can creator do that?
Sum Sub Totals from multiple subforms into a Total field
I have created a form that has multiple subforms each with a Sub Total field and I want the main form's Total field to be the sum of the Sub Total fiels from all of the contained subforms. Can someone please offer me some script that can do this and a little assistance on where to enter the script please? (Would I enter it into the main form definition?) I currently have the Sub Total fields in the subforms displayed as USD and would like the Total field to be in USD as well. If it is possible
convert list or Map to JSON string
Is there a built in function to take a Map list and format the list into an appropriately structured JSON string? If not, is anyone familiar with deluge code snippet that would perform this function? Even better, is there a method to take the existing form displayed and convert the fields and value pairs to the JSON string?
Clause to Fetch
Hello all, please help me fixing this issue, I am trying to delete the Contact Number field and i do not understand what is a clause to fetch script? I have wasted hours searching for this..
Multiple lookup-fields referencing same form
So in form1, I have lookup fields lookup1, lookup2 corresponding to field1 and field2 in form2. Whenever I change value in lookup1, I want value in lookup2 to change to the field2 value in the same row in form2..... this is dumb request... but can it be done?
Email From Field - How to set it to a specific email address?
Zoho Creator will not let you set the From field in an email sent by the sendmail function unless it is zoho.usernameid or zoho.adminuserid. I believe this has been setup to stop spammers from using Zoho Creator. We do however have a ligitimate requirement to have the From email to be set up as a specific email address. The only way I can work out how to get around this issue if for me as the admin to change my email address to the email we want to use in the From field. This will not work as a solution,
How Can I Dump my own html in my domain
Hi I am writing my own html code and i want to dump it to my domain in zoho site hosting so can you please help me out thank you
"Add record" to form does fill in its subforms
Good Morning Zoho! I have a main form with 3 subforms. I've managed (thanks Damien!) to auto-fill a few fields in the subforms based on entries on the main form. BUT- When I add an entry to the main form using "add record" on an "On Success" of a third form (hope I'm clear on this) - the subforms are not filled in - even though on the main form their default entries are set for "1" so at least one entry should be added.... Another thing - even a field in the main form that should be filled based
Script link subform back to form prior to saving record
Hi, I have a form with a subform, linked via bidirectional lookup so I can see or modify the associated ID's. i.e. The Form is for each Contact, with a Subform listing Phone Numbers associated with that Contact. Each Phone Number has a field showing the ID(s) of the Contact(s) associated with that phone number, so I can lookup both ways. This works fine. Now, I want to create a new Contact, and script to add a link back to a default Phone Number (i.e. all colleagues in the office have at least by
Not an expert
In my mind I have an idea of what I want to create, but it is difficult to achieve it with the tutorials and the resources you give. In my opinion they are not easy enough for the common person like me. I think language in my country can be an issue. Even if you speak English as a second language, the computer language is a barrier. I think Spanish speaking people could get a lot more of your products if there were tutorials in Spanish and/or videos on how to create more simple apps. I think Zoho
Set variable for a subform does not work?
Hi Zoho, I have a form with 3 subforms in it. I need the subforms to take values from the main form. When scripting with "set variable" under "on user input", setting the variable for one of the subforms' value (Subform.ValueToUpdate) , when trying to submit the form I get an error "unable to execute update record task". Off course, when loading the form the subforms are all empty. How can I fix this? Thanks Ravid
Relate a dropdown and several subforms
Hi! I am creating a form which has one dropdown and 5 subforms. On load the 5 subforms are hidden. what I would like to do is that when the user select a choice from the dropdown,the respective subform shows up. How can I do this?
USERS CANNOT ATTACH FILES - AGAIN AND AGAIN
AGAIN - MY USERS ARE HAVING DIFFICULTY TO ATTACH FILES IT IS THE THIRD TIME THIS HAPPENS ZOHO IS SUPPOSED TO OFFER ME A PLATFORM FREE OF THESE PROBLEMS
Copy Fields, Forms, Reports, Pages?
Is it possible to duplicate or copy fields, forms, reports, or pages? I can't seem to find this function, and I will admit that for "serious" app development, it seems like a must-have feature. If I would like to create numerous fields with similar properties, making small tweaks to extensive programming, then I have no way to accomplish this. (Likewise, for forms, reports, and pages.) If this functionality does not exist--as it does for essentially every other survey/database tool--then I must
how do I add ddrop down field to a number
Hi, I am trying to use a drop down to select the hour for a scheduling app. I don't want to have 24 values because that is way too many so I want to use an am/pm radio button to create a calculation that will give me a 24 hour clock. There is also a minutes drop down that is included in the calculation so that the final result should say 13:25 when the user puts 1 in the hour, 25 in the minute and selects PM for the radio selection I have an if statement that captures for the am/pm not being checked,
Delete record from html view, possible?
Is there a way one could delete a record from an html view? I currently have a loop that displays a list of records in a table in an html view. I have an edit link to edit particular records. I want to also add an html link that would delete a particular record. Is this possible? To edit a record I use the following: /<%=zoho.adminuser%>/<%=zoho.appname%>/Form_Name/record-edit/Quotes_Report/<%=main_record.ID%> Is there a URL I could use like this for deleting a record? Thanks, Matthew
Redirecting from one form to another in ZC mobile application
Hello I designed an application which is made of two forms, In first form a customer enters his personal details, and a zoho crm contact is generated for him. when first form is completed, user is redirected to a second form using OpneUrl his Zoho CRM Contact ID when customer has completed the second form the data from is appended to the correct customer Contact in zoho CRM. the forms are published in a web site so all is done via browser. Now, i want to let customers fill the form within the ZC
Column Width - both in report and in a page
Hi Zoho, In my reports, if I try to limit the column width using the Column Properties -> Change Column Width under the report settings, if the text in the column is longer than the width I've set the column width is changed to fit the text, instead of wrapping the text inside the column. Why? and how can I change this? Another thing - how can I set a specific column width in a table inside an html page? Thanks! Ravid
Pivot Table / Chart Not Showing Correct Record Count
I've been trying to work out this problem by myself for a while but can't seem to solve it. When I create a basic List report, I can see that the total record count is 2213 (which is correct). Although when I try to visualise this same data as a Pivot Table / Chart, the total record count is only 2000. For some reason the Pivot Table / Chart is not showing records for the last 2 months or so, as I don't have any filters to restrict the data that's being displayed. I've also opened a support ticket
How do I write the value of the autonumber field to a single line data field?
Hi everyone, I'm new to Creator, so please excuse the dumb questions... I have two forms, Person and Cases. Each form has two fields - Name and Client_ID. Person.Client_ID is an auto number field, but Cases.Client_ID is a single line data field. Cases.Name is a lookup based on Person.Name. I'm trying to update Cases.Client_ID on input with the value in Person.Client_ID, based on the looked up value in Cases.Name. When I compile the script I get the following error message : "Variable 'Client_ID'
postUrl not working
I am trying to post some data when the status field in my form is updated. I am using this code: result = postUrl("http://www.reviewill.com/zoho/ccnow.php", input.Price); In the ccnow.php: if($_SERVER['REQUEST_METHOD'] === 'POST'){ $req_dump = print_r($_REQUEST, TRUE); $fp = fopen('request.log', 'a'); fwrite($fp, $req_dump); fclose($fp);But when i update status field in my form, The post array in the request.log file is empty. I think zoho is not posting anything.
Creating a page "on add"
Hi Zoho, is it possible to create a new page through script? (I'd like to have a new page created through the "On add" - after adding a project, to have a new page created with the new project name on it) Thanks! Ravid
Stateless form read only field
Using a stateless form, how can a readonly field be displayed? I'd like users to be able to see a numeric field and a rich text field but not modify them. If I put the information in a Notes field, it can't be modified but it doesn't line up like the rest of the fields. This is for a survey. The numeric field contains the question number and the rich text field contains the question text. Thanks,
Convert JSON to XML for Related List?
Does anyone have a script example of converting a JSON string to an XML that is usable in a Related List custom function? Basically I want to display a list of cases from an external system as a simple table of 4-5 columns, ideally with a link. I can't even get the sample static XML (from the documentation above)to work -- the script editor just won't save it, maybe because of the quotes. Any help would be greatly appreciated. JSON snippet below (retrieved using getURL function): -- { "total_entries":
Next Page