A beginner's workflow question
I have a table that has one record per day. Each record contains the date, total sales for the day, and total cost for the day. I update the table with new information daily and would like to routinely generate the cost % of various ranges of days (week, month, etc). What is the most efficient way to do this? I assume there will be some querying involved, I am versed in SQL, I just need help with the most efficient path from A to B in Zoho.
Complex query and update
I need to count by grouping fields FIELD1 and FIELD2. I need to group by FIELD1 and FIELD2, and get the count of each group. For example VALUE1, VALUE2 = 30 OCCURRENCES. Value3, value4 = 40 occurrances. I only need the value groups where the count is >1. Then I will get the FIELD1 value of the group and update all rows containing this value. I know how to write this easily in SQL but how do I implement it in Zoho ? Once this function is written I will make it run nightly.
GUID as line ID
I wanted to create a GUID column as line ID, instead of using the Zoho generic ID as line ID. The GUID value once generated should never be changed. This is for internal controlling purposes.... is there a way to do this?
Jira Integration
I am evaluating Zoho Creator and was just curious if anyone had integrated Creator with Jira. Need to create tickets, change status, add comments, etc. Thanks, Troy
Using formulas and data logic in field rules
It would be very helpful to be able to use math or logic formulas in the field rules Like if the number in dropdown2 is > dropdown1 then show dropdown1 in singleline1 What I am trying to do is to have 4 input single line fields the user inputs numbers into each of the first 3 fields and I would like the form to automatically figure out the highest number and input that into the 4th single line field
Checklist made of hyperlinks
Hi, I'm trying to create a checklist, using a few checkboxes with a few options in each one. I need every line (every option under every checkbox) will link to a file in our Google Drive (the name of the option will be a hyperlink) Another (maybe better) option will be an "upload a file" link next to the option text, that will upload and save the file to out Google Drive, and after the upload will change to a link to the uploaded file. Is any of these options possible under Zoho? Thanks! Ravid
Mobile app IOS Split screen only partly working
Using an IPad Air 2 It would be very useful when filling out some ZC forms to have information available from a different app in a split screen. For example contact information from Contacts, to use in the active ZC form. Although this works fine with most apps, for example the Contacts app can be open in one half of the Ipad screen and Safari can be open in active window next to it, the ZC Mobile app does not appear to currently support this. It appears that both apps cannot be active at the same
Request: Allow a "comment" for each field added to a Form
Please consider allowing the admin to store a "comment" for each field added to a form. Would be on the "field properties" tab and seen only by the developer/admin.
Fixed day - x number of days
I have an issue in a form where I need to derive a new date based on a fixed date minus a variable number of days. The formula field would look something like: ((Fixed_Date - variable_days) / (1000 * 60 * 60 * 24)).round(0) However the issue of course is that the 'variable_days' field is STRING type data. How do I workaround this?
Sub form "+ Add New" function not available on mobile app
Hello I have an application that has a number of subforms that hold lists of items. The number of items per use can vary. In the web application, the subforms have a + Add New button that allows for adding additional rows in the subform to add additional items. The mobile app of the same does not seem to have this function and does not allow me to add additional rows to the subform. Any ideas on how to get around this other than setting the Default Entries to a large number to allow for a range
Signature Field/Internet Exporer/Iframe Issue
Hello all, I published one of our forms using the public permissions and embedded it using the Iframe embed code. The form contains the signature field as we wish it to be used as a formal application. On testing, I found that the signature worked great on Chrome and Firefox but not on Internet Explorer. When I log into IE direct, the signature field works fine. Is there a solution or workaround for this problem? IE version is 11. Thanks, Scott
"Dynamic" HTML links
Hello All: I have built an HTML page to display project information. The page is working great and I am looking to add some more functionality. I have a couple of tables where I have iterated the information to be displayed. I would like to create links within the table to open reports filtered based upon the information specific to that row. I have links working but all the links within a given table provide the same results. This is my first foray into HTML so I am on the inexperienced side.
SEARCH FOR SPACE in a field
Is there a way to search for a space in a field in a form ? I have more than 50,000 rows in that form. Thanks.!
New User question : Sourcing value from another field
Hi, I am new to soho CRM but familiar with other CRM's. quick question, I want to create a field 'Initial' which will automatically source the first character from the field 'First Name', I have tried to do this with a formula field but nothing shows in the field even though the formula looks ok. Substring(${Contacts.First Name},0,1) Assume I am missing something very simple here? can anyone help?
Copy to a lookup field
Hi, I would like to populate the value of a lookup field through a a copy of a field using custom action buttom. Example. Form1 have the fields CustomerID, Product1, Features and several more The CustomerID field is a number Form1Report have the same fields and a Custom Action Buttom for copying fields CustomerID, Product1, Features into Form2 in Form2 I want the CustomerID field to be a Lookup field to a table called customers. So the fields in the customer form can be used in the reports created
store script in record
Will try to explain this the best I could . I am trying to be able to create email templates to be used in the send mail function . A new record comes in it validates its ownership and fetches a record from its owner how to be notified record. In the end I will need to do this with sendmail and posttourl but right now just trying to get one to work . So I added a multiline txt field to the needed form and it fetches correctly . The problem is that it doesnt pull information from the new form / I
Subform Functionality in the Mobile App
I use subforms in a workflow app that allows the user to add records as needed. In the web version there is a "+ Add New" button in the subform that adds a sequential blank record to be filled in. Is there a way to replicate this in the mobile version without just setting the number of default rows in the subform to a high number? Thanks Kirby
Fill the field from validation or any workaround for global variables
Hi, I`m new to Zoho CRM. I need to show a warning on button press but only once for the first button press. This sounds really simple but yet I can't figure out how to do it in Zoho Creator as all variables seems to have local scope so I can't determine if the button was pressed before. I've been searching if there are global variables in Zoho but found only workarounds with creating another applications for that case. I've also tried creating a field on my form and hiding it to pass some value there
Upload Records from Excel and maintain Form/Sub-Form relationship
I want to create a form for Customers with a Contacts sub-form. I have all of the Customers and related Contacts in Excel to migrate to Creator. How can I upload into Creator so the relationships stay in tact? Can this be done? Will they maintain the same relationship format as if I am adding a new record from the form input?
Need help using data from one form to another
hello, I am trying to pull data from one form to be used in another. I have 2 forms that I am using Form 1 Rates Form 2 AWB Entry the Rate form has 3 fields: Location Airline Rate The AWB Entry has drop down fields for Location and Airline. AWB Entry also has a Rate field. I want the rate field to be populated automatically from the Rates form by matching up the Location and Airline fields in the AWB Entry form to the Rates form. Any help would be greatly appreciated.
Dowmload File
Dear Executive, I am sending an uploaded file as a link in my sendmail deluge script of the form on Add -->on Success event. The file gets listed in the e-mail as hyperlink. See the attached screen shot. However when I try to download the file it gives following message : You have logged in as amilind2010@gmail.com. You are not allowed to access this view. Please click here to login as a different user. Click here to go to your Home Page. I am the administrator and user of the program. What is the
Want list to not filter on "edit" form
Need advice on how to edit the deluge so a lookup field is NOT filtered when the form is edited but is filtered when a new record is added. I tried just pasting this section again after the "on edit" part without the filter in the values but it didn't work. What would the correct syntax be? must have Pad_Name ( displayname = "Pad Name" type = picklist values = Frac_Pads[Current_Pad].ID displayformat = [ Frac_Pad_Name ] sortorder = ascending
E-Mail Attachments
Hi Everyone Just wondering if it is possible to add an attachment with an e-mail message being sent out As example, I have the following script I use to blast out e-mail messages. Just wondering if there is any way to add code to prompt for an attachment? Thanks Chris for each record in Students[Student_Status == "Active"] { sendmail [ from:zoho.adminuserid to:record.Email subject:input.Subject_field message:"<div>" + input.Message_Text + " </div><div><br></div><div><br></div><div><br></div><div><br></div><div><br></div><div><br></div><div><i></div>"
How to create recurring subform entry?
I have a customer form that contains a subform which contains different job dates. I want the subform to automatically generate an entry after [x] days (i.e. create new job every 7 days). How to do this?
Auto Capitalize / format the first Six Words of a string - a free gift...enjoy!
Simply replace the ww and zz values with your own input and output point. be aware that the '&' cost you a word ('john & john' is 3 words to this script). ww = alpha_input_field; xx = ww; aa = xx.getSuffix(" "); ff = aa.getSuffix(" "); jj = ff.getSuffix(" "); nn = jj.getSuffix(" "); rr = nn.getSuffix(" "); if ((((((xx.length() > 0) && (aa.length() = 0)) && (ff.length() = 0)) && (jj.length() = 0)) && (nn.length() = 0)) && (rr.length() = 0)) { ee = xx.indexOf(" "); bb
subform script to delete matching record
whenever I delete a subform row I want the matchings record to also be deleted, what the easiest code? I'm braindead right now. thanks Larry PS in trade here's a code I just added to tips and tricks
Setting a numeric variable.
I need to set a number or currency field based on another value. My if condition is working perfectly fine but I cannot get the correct syntax to set a numeric field using the script. I can set the text fields perfectly fine. I've tried the following: number_field = 14; input.number_field = 14; set number_field = 14; set input_number_field = 14; I've set the number_field as a currency field and tried 14.0 as well but didn't work. I have a radio buttons and based on the selection I want to populate
PDF Report Margins
On a PDF report, the content shows all the way to the edge of the page on both sides. Is there a way to create a margin on the reports?
500 Something's not right...
Hi people ...are happening with your applications too? Also "no transaction to commit". News from Zoho Creator? Thanks Mike
Need to switch between lookup field types, and radio button not working with lookup field
The options for a lookup field display type are Dropdown Radio Button Multi Select Checkbox Once the field is created, how do I change between types. Also, when I select a radio button in a lookup field, it is displayed as a dropdown and not a radio button. How can this be fixed? Thanks
Call another form
Hi, Can I call a second form from one form after data is saved by having a "Save & Next" button. Also I want to have access to all the input data from the first form in the second form before it is committed to database. Please suggest. Thanks, Milind
Help with dynamic lookup example from documentation
Hi, can you help me please with a question about the dynamic lookup example in the documentation: https://www.zoho.com/creator/help/fields/configuring-conditional-drop-downs.html#Create_Dynamic_Lookup I need to implement a form that, when the user access the form, all the countries and states are available on the dropdown lists, so: 1. If the user first selects a country, the second dropdown list will be updated with only the related states, so he can select a state 2. If the user first selects a
API getURL multiple records
Hello, I have created the following script: //BASE 64 Encryptie van gebruikersnaam, wachtwoord van Undagrid headerMap={ "Authorization" : "Basic secretcode=" }; x = getUrl(("https://api.url.com/history?count=1"),headerMap); nodeName = x.executeXPath("/root/json/nodeName/text()"); nodeUuid = x.executeXPath("/root/json/nodeUuid/text()"); N=(x.executeXPath("/root/json/value/x/text()")).toDecimal(); E=(x.executeXPath("/root/json/value/y/text()")).toDecimal(); dX=((N - 155000) * 0.00001.toDecimal());
Function to create new form record, then delete subform record
Hi, Got some questions regarding a function that I am writing. Main form "Parents" With subform "Children" Linked together through a lookup field "Parent_Field" in the Children form The function I write will make a "Child" into a "Parent". The function will be manually triggered by a button in the Children table, for each record. So far: void child_to_adult(Children rec) { insert into Parents [ Added_User = zoho.loginuser Date_of_Birth = rec.Date_of_Birth
Persistent variable/collection again
I have a client with app that has about 20 reports. They would like to look at these reports without having to select the customer from a filter. I imagine a system where, upon login, the user is asked to select a specific customer. Then all reports and forms are pre-filtered for that customerID. The CustomerID would not change until that initial form is brought up again. Is this possible in Zoho Creator?
Download pdf from iOS/Android
Hi I have problem with download pdf from link On PC/MAC is OK, but when i try click on link on smartphone, it just redirect me to page inform about app for Zoho Creator and pdf file is not downloaded. I have to refresh page to download it. That is not comfortable for customers. Any help how to skip this step about zoho app?
ui.append using multiple fields
Is there a way to list multiple fields instead of a single field with ui.append? ie: first name (and) last name first name (and) last name first name (and) last name instead of: first name first name first name
Formula
Hello, Can someone tell me why this formule can't be saved? I'm losing my mind. N=(x.executeXPath("/root/json/value/x/text()")).toLong(); E=(x.executeXPath("/root/json/value/y/text()")).toLong(); dX=(N - 155000) * 10.power(-5); dY=(E - 463000) * 10.power(-5); It says: Error in saving the script: Error at line number : -1 Improper Statement Error might be due to missing ';' at end of the line or incomplete expression
number of deluge statement
Hi, let suppose we have a Function A that calls two other functions A1 and A2. Function A1 has a for each cicle that iterates 1000 times and in the loop there are 4 tasks...A1 should "spend" 4000 statements Function A2 has a for each cicle that iterates 1000 times and in the loop there are 3 tasks...A2 should "spend" 3000 statements Function A should spend 4000+3000 =7000 statements. The maximum limit for deluge statement should be 5000..right? This means that A1 and A2 can be executed by themselves
Form On Add -> On Load executed twice
I have the following simple form with no fields, just a debug statement in the On Load and On Success of the On Add section of the form. the debug function just writes out the parameters to a debug form. form DoubleOnLoad { success message = "Data Added Successfully!" field alignment = left actions { on add { on load { // Test to see if the on load executes twice thisapp.com.debug(1, "On Add", "On Load",
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