Email a PDF attachment to a specific existing record?
We can create a record with an attachment using the email template but is it possible to email an attachment to an existing record? Thanks...
Insert a report on a form / Record Summary
I have a form to input information on the company vehicles, maintenance and mileage and such. it keeps a log of the records and presents them in a 'record summary' view. \ i have a separate form for tool and item inventory, which can be assigned to trucks through a look-up field that allows you to select the truck number. i would like to have the items for the selected truck in the truck report 'view record' to show the items assigned to that truck. i though about putting the tool and item form in
Search Bar in Zoho SItes Form
hello im creating an onboarding form threw Zoho SItes everything is working fine but i want to know if there is anyway i can have a search bar in the form itself? i have all the companies in a drop down box but i want to be able to hide the companies so other companies dont click the wrong file in the drop box, i know i can use a single line and use if (input.Search = "Company Name") { show Venue4; } but you have to spell the whole word and corretly aswell, is there a way i can create a search
Mandatory Fields through script
hello im currently writing an onboarding form for work but im having trouble with makeing a mandatory field for certain companys but not others ive tried a different couple ways but im absolutely stumped on it if(input.Company = "Company Name") { if(input.First_Name = null) { alert ("Emergency Contact Required"); cancel submit; } } ive tried this and replacing null with "" and it still wont work please assist
hide specific column from attached view
Hello, How can I hide specific column like "upload file column" form view when I attached this view in email. without creating new report without this column. Regards, Omar
Calendar view ('Month' view) question
"Month" view: is it possible to freeze the 'Days of Week' pane/row, currently it scrolls up with dates. I realize that it can't be changed in the report/view settings. A question for developers? Thanks.
Enabled ZC Chat changes colors of the links to black
I have fields in some views that are linked to other views (lookup fields). The color of those fields used to be blue, but now they are black. They are still clickable. but they should be recognizable by color. in the view record they are blue. It happens only when the ZC Chat is enabled.I see that .authorChatPresence in a FF inspector when Chat is enabled. After I disabled the chat, blue color is back. I guess, this is a question for developers. Thanks.
how to create a form from script
I am new to Zoho Creator, I think the concept is cool, but the GUI is a bit clumsy and slow, and there are quite a few bugs. After spending couple of frustrating hours trying to create forms I will try to resort to scripting: When manually creating a form in creator there is an option to save as script. Lets say I edited the script, how can I use the new script to create a new form, where is the "load script" or "create form from script" command? Also, where can I find documentation about the scripting
Can I automate database so I set up one date and zoho calculate other dates?
Hey, I wanted to ask you and perhaps receive a few pointers on automating adding information to a database. Let's say I have a database that I input a main date. There are many date fields that I would like zoho to automatically fill based on this date. For example, the main date I fill is start of event. I would like to know how to make zoho automatically input date in other field, for example purchase a flight, which I want to always appear 2 weeks before the main date. Any ideas how I could do
Trying to customize image width in a list report
Hi there - I'm trying to create a customized list view of the records we have uploaded into one of our forms. Each record contains an image of varying width and height. I want to list view to force a width on the images so that it appears uniform when someone is accessing it. I can't seem to figure out how to do this, are you able to help? I've found ways to force a width AND a height to the images, however this causes a problem because it distorts the image and squishes or stretches it. Thanks!
Remove creator header from edit record custrom action popup window
I have a view with a custom action button that will open up a form and allow you to edit the form. I want this window to open without all the zoho creator header stuff (compay logo, creator tabs etc). Below if the function I am using. I think that there is another way to write the url that might remove the creator header stuff from the top of the popup window that opens but i do not know what it is. Please any help is appreciated. My function: void Quoting.editQuoteItem(int ID) { openUrl("https://creator.zoho.com/<zohoaccountID>/<AppName>/#Form:Quotes?recLinkID="
Create multiple records in blanc form
Hello, I have a question about the insert into function. I have three forms: Form A: containing the fields: Name, group and Number ; Form B: containing the field: Name, group and Number and Message; Form C (blanco form): Containing the field Group and Message; When I select the blanco form I have made a submit button with has to do the following action: Based on the selected group, it has to search in Form A who is in the selected group. It has to input the users who are in the group into form B.
Tracking historical data / trends with Pivot charts
Hi! I am having problems with creating pivot charts used to track historical data from forms that don't have a date in them. I spoke twice to Support but they couldn't help me, so I am posting it here. Let me provide you with two easy examples so you can see what I mean. Lets say I have an online store (which is true!). I have a form (Products) where I describe each product including the price and the total number of units I have in stock. I update manually the field with the price each time a vendor
Understanding Schedule
I am trying to wrap my head around the schedule feature in ZC. Say i have a Task table with contains Date Time when the task is due. I want to send out reminder email 1 day before the due date time. This schedule is good from 1/1/2016 to 12/31/2016. Under the schedule, there is a Start Date option. Is this the "execution start date" or the series start date (1/1/2016)? I assume it's the "execution start date". Am I correct? Now how can i specify this schedule is only good for 2016 only? Am I correct
Pass "input" as function call argument
How come I can't pass input as argument to function calls? A valid scenario is this, in On Edit-Validate, the input is the form before it's persisted to database. Let's say I have form called Company, input is of form Company. I have a custom function that uses fields inside Company to send emails. void mySendMail(Company c) {...} I want to be able to call the function in the following two ways: 1) mySendMail(input); 2) x = Company[ID== 2341252]; mySendMail(x); Now, because i can't pass input as
Drop down field, send e-mail on selection.
Hi, We have a form for members to submit a request to become a member. One of the fields is a drop down with status that the admin uses for approving a member. Status: 1. pending (default) 2. approve 3. inactive When the status changes to "Approve" we would like the system to send a welcome e-mail to the user. How can we do this? Thank you. Sami
Import data and populate source and url fields for an image?
I have an image field (set to link) in our db. Rather than adding records individually, we want to compile records throughout the day into an Excel file then use the import command. But, is there a way we can configure the data in the Excel file to automatically fill in the "source" and "url" fields in the image field? It has me stumped.
trying to get list to display in multi line field
this script returns a single value filed and I need it to display a multi field list. Please help!! a = TZ2WOD_Work_Order_Details [ID = input.Select]; zz = aa.TZ2WODe_Group_ID; bb = TZ2WOD_Work_Order_Details [TZ2WODe_Group_ID = zz]; input.Line_Item_Display = bb.Group_Name; Cheers, Larry
Recycling database
I have a need to create an online database of recycling partners. Each partner needs to be flagged with the recyclable items that they can accept. There are 12 top-level categories such as Paper, Plastic, Metal, etc. and each one has a bunch of subcategories for a total of about 400 or so. What I would like to do is to be able to enter the partner info, then select the top level category to expand it, and then check the boxes within that category for each recyclable that they can accept. It looks
Calling XML RPC API to add a record to a form with sub-form
I am trying to add records to a form with sub-form in Zoho creator using the XML RPC API in C#.NET application. I am getting the error below when using Web Request class to create the request. { "The remote server returned an error: (400) Bad Request." } I am using ASCII encoding and Content Type as application/xml. Can anyone provide me an example with C# code to make a call. Thanks!!
Migrating from Google to Office 365
Dear Zoho Team, We are migrating from our Google Apps platform to Microsoft O365, however we are currently relying on Zoho Creator and Zoho CRM for our support and sales departments. Before I migrate all of our accounts from Google to O365, how do I ensure that none of my Zoho services are impacted? We currently are using Google Apps federation in order to login to our Zoho accounts. Can you please assist me? Thanks, -Jaap
how to load a script into creator?
Hello Zoho, I would like to create a form manually with a script, to take a saved script and modify it, then load it as a new form. How to I load a script into Creator? Thanks.
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how do i enable sms?
how do i enable sms? couldnt find setting-add ons=
Record Summary Report - Multi Select Line Return
Is it possible to have a Multi-Select field ( ${MOE_Multi} ) to return each selection on a separate line in the Record Summary Report Example - Instead of results being display on one line as: Choice A, Choice B, Choice F Display on report as: (with a line return) Choice A Choice B Choice F
Related to Stateless Forms
I am new user of Zoho creator.I am facing problem to fetch data from Main form to a stateless form with a look up relation between them.Can some body help me.Thanks
Show all months on graph even if data = 0?
We have an application that tracks shipped product, each shipment is a row of data. however if no shipments for that product occured in a given time period the graphing engine does not display those months,. Is there a way to set it to show months even if there is no data in them? below the line graph is a running summation of product shipped. There were no shipments in October or November so it doesnt show them on the X axis. Ideally this would have flat lined for Oct and November.
Send SMS as custome function?
How do I send an sms as a custom action in a report view? I'm using Twilio and would like to send an SMS to the number listed in a form field named "mobile_nuber". I would like this function to also add the text "yes" in another field called "sms_sent". Thanks!
Return Function date-time to text
I would like to make a function that if a date and time box is null, the become "". For there is nothing in place that says Null. I'm doing this function a new page, so I do not have the "Return" and I think I must invoke the function. Example If F_Registro is full { F_Registro = ""; } I am no expert in this type of functions, I have a similar function, but allows me only in numbers and I want to date a specific word, Nulltext string (string texVal) { orgVal = "0"; if (input.texVal! = null) { input.texVal.toTime
Create Zoho Calendar Event on another uses's calendar
The guide here only shows how to create an event on one of my own zoho calendars. Is there a way to create an event on another zoho creator account's calendar? The scenario is that we have a scheduler who uses zoho creator to assign tasks to technicians. We want the scheduler to create events on the technicians' calendars, not on the scheduler's calendar.
Publish settings are not saving
I've created a form and have published it. But the settings on the right hand side, background colour, headers, field sizes, etc are very flaky trying to save them. Every now and then it works, but most times it doesn't save any of the changes. Any chance someone at Zoho can look at this please? Thanks
Show all months on graph even if data = 0?
We are using Creator to track shipment of products. Each product shipment is a row. The line graph shows a running total of that product shipped over time and the column graph shows shipments by month. No shipments occurred in October or Novembers, so the graphing utility is not populating Oct and Nov as intervals on the X axis. Is there a way to have the graph still show the months when activity = 0?
Autofill
I'm new to this and struggling with a specific requirement (mentioned below): I have created a form in zoho creator. After which I have entered some data using the form. The data I have entered shows up in the list report which was auto created along with the form. What I'm trying to do: I want to enter a mobile number in my form, which is already present in my data (was entered before) and all other data related to that mobile number should be populated in all other fields. Example: I have the following
API Integration
I want to fetch order details in the form https://creator.zoho.com/zoho_admin1311/copy-of-oms/#Form:Add_Sales when i enter Order Number fields from unicommerce. Their API doc link is given below. http://support.unicommerce.com/customer/portal/articles/1467822-api
How to receive by email the entries made in a contact form?
Hello, I have created a contact form in my site using the standard supplied one. When I enter some details with it on my website, nobody is notified, I need to go to the 'Contact Manager' tab of my Site to see what was entered. Is there a way to receive an email notification when the contact form was used? Thank you. Alex
ZC user management bug
Hi all, I noticed my email address: lexshan@walkintour.com is associated with multiple ZC accounts. one is: lexshan1, the other is lexshan5 Here is what happened: i created an ZC app on lexshan1, then i added another user (bayarea.bo@walkintour.com) as Administrator while keeping my account as Admin. Then when byareay.bo logs into the app, lexshan1 lost access right away, although Settings->Users & Permissions still show lexshan1 as admin. When I login normally with the email and password, I get
Close html view popup from a form in the html view inside of a iframe.
I have an html view that opens in a zoho popup dialogue box. The html view has a series of record views and forms all inside of separate iframes. When one of the stateless forms inside the html view is submitted i need the entire zoho dialogue box to close. I cannot seem to get this to work. I have tried the openUrl functions but they all seem to apply to the iframe that the form is in rather than the whole window that the html view is in. I cant seem to get the whole dialogue box to close. Please
I have tried making a script in Creator to push data to CRM but it is not working? Why???
Creator does not recognize the CRM field (of course). But why is this example script not working? https://help.zoho.com/portal/en/community/topic/push-data-to-zoho-crm
Attendance Data Entry using a report view.
Hi all, I am new to Deluge scripting and Zoho Creator....I created a database with a table for Contacts, Classes, Class Schedule and Attendance. I am wanting to track a students attendance to a class they are enrolled in. I was hoping to do this by having a report with the date field empty but the class and student names pre-populated. Then we can simply do a batch update on the selected students and enter the date. Thus the student record would be held int eh Attendance table which pulls names
XPath Returning Error on JSON Data
I am trying to import some JSON data via the XML Path Builder. The content looks like the below, and I am trying to get an XPath to the "spend" level { "data": [ { "lifetime_budget": "9837", "insights": { "data": [ { "spend": 2.97, "date_start": "2015-12-07", "date_stop": "2015-12-07" } ], "paging": { "cursors": { "before": "MAZDZD", "after": "MAZDZD" } } }, "id": "6034498439074" }, However, the XPath builder returns this error: ERROR: The Number of Nested Child Nodes is Exceeding the limit...
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