Trouble adding a user to share app
I am using the free version and have added a user to share the app. I have shared and sent an invitation. The user has not received the invitation to login. Is this feature not available with the free subscription?
Added User == zoho.loginuser
When i try to add criteria to the report Added User == zoho.loginuser After that I don't see any date of the view I want to give my customers a report based on data they has already entered and will enter but this method don't work And another problem, zoho.appuri returns my workspace name zoho_ill1 (with 1 of the end and zoho_ prefix) but link of application is https://creator.zoho.com/userhome/zoho_ill/dashboard Why ? And how to change this workspace name? And how i can use roles in Customer portal
Customer Portal Users Status
Hello, Kindly, Just a suggestion to add the Status (Active /Inactive) for Customer Portal Users Like Zoho "Users & Permission page" : Thanks, Omar Khamam
Narrow Column Report - Down - Over - Down. Possible With Creator Report Template?
Is it possible to take a very simple single field data set, create a report (template) and have the records go down the left section, then over and down the center section, and so forth? And perhaps put the report groupings in the columns, as well? Asking for too much? I've been spoiled on Microsoft Access the last 15 years, so please understand. Just trying to create a very compact "grocery store list" of checked items and don't want to use the entire page width to use 1/4 page width of text.
Add Application Name Variable in Report Template?
I can not figure out how to add a custom field that displays a system variable. Such as " = zoho.appname" to a template. I have a custom template (invoice type) that I'd like for the application name/version to appear. Is this possible?
A way to log in as customer on customer portal?
Is there any plans or would you consider creating a method for the admin to log in to customer portal as a customer? This is a continuous unknow and area of extreme concern for our organization. It is very scary not really knowing for sure what some of our customers see when they log into our customer portal. We would like to be able to log in as a customer to see. Currently we need to either ask for their password (not a good method) or we need to create fake email addresses for them and manage
Set Null Users Field
Good day, I have a function to create records with deluge insert into, inside the form I have a Users field (Customers), the problem is when the Record is created this field fills automatically with the loginuser info, even setting in the insert into instructions to set this field as null. What should be happening?
Find records for value in Multi Select lookup
Hi There We have a form (Case_Details) which has a Multi Select lookup to another form (Client) On saving a new Case_Details form we want to find any other cases that relate to any of the selected Clients on this new case. I have the following deluge script and the line highlighted bold is not valid for some reason clients = Client[ID in input.Client_Names]; email_body=""; for each c in clients { //find any other cases which are for the selected client matches = (Case_Details[Client_Names.contains(c.ID)
Order Management - Services Purchased and Sold
Good afternoon, Can Order Management application be customised to include purchases and sales of services as opposed to products? If it doesn't cater for services then it won't be Fit for purpose. I'm new to Zoho and am not sure if existing applications in Creator can be customised or if I will be better off to start off from scratch.
Bug: Insert into deluge script doesn't work on Mobile.
Hi, Insert into deluge script doesn't work on a standard form via the Zoho Creator Mobile App. I have shared the application with support: https://creator.zoho.com/johndobble/bugs/#Page:Standard_Form Please advise. Regards
Duplicate Allowed and Successful - When It Should Not
In testing my application, I have found that ... I have a form with a field that does not allow duplicates (LoadID) and is mandatory. However if I go to the record and select duplicate, the process will succeed and I will have a record with a missing LoadID, as well as the corresponding child records. Why is this? I can think of a handful of potential clients that may find the duplicate feature useful, but as it is, I will have to explain to all that "duplicate" can have unwanted results until such
Reload Dashboard from Iframe
Good day, I have a Dashborad and inside two iframes, one of those iframes I have a record edit, in the record edit On Success I have the following script, openUrl("DashboardUrl", "parent window"); When I update the record nothing happens, but If I use "same window" instead of "parent window" the OpenUrl work inside the Iframe, but I want to load the page in the Main window. There is any alternative to reload the main window Dashboard?
Iframe Record Edit OperUrl
Good day, I have a Page and inside two iframes, one of those iframes I have a record edit, in the record edit On Success I have the following script, openUrl("MyUrl"parent window"); My problem is that when I update the record nothing happens, but If I use "same window" instead of "parent window" the OpenUrl work inside the Iframe, but I want to load the page in the Main window, there is any alternative to do that?
URL field Link name as variable
I have a URL field that is set to link to google maps. When the address fields (Street_Number, Street_Name, Suburb) in my form are filled out, the URL link is generated based on the address details (as in the yellow highlight part below). That aspect of my URL field is working well. input.Address = "<a target='_blank' href='https://www.google.com/maps/place/" + input.Street_Number + "+" + input.Street_Name + "+" + input.Suburb + "/'>Address</a>"; I need help with the Link Name part highlighted in
using distinct function
I have a blank multiselect field called 'WO subtotals ' (WO short for Work Orders) I have subform Containing a WO Group field and an Est. Hours Field and a Create New Group Field in each row starting with a value of 1 in the 1st row in the WO Group field each new row will be also be 1 until I select 'Yes" in the Create New Group field of a given row, then that row along with all succeeding rows becomes 2 until I press it again, then it become 3 and so on I want the sum of Est. Hours for each
Show only "active" choices
I am developing a custom employment job board. I have created a webform where the HR department can create a "job posting". In the "job posting" form, HR can select active or not active for the job. When the applicant fills out the application form the "Position applying" field is a lookup field that relates to the job posting form/database explained above. Here is my question: How do I restrict the lookup field for only job postings that are marked "active?"
Fetching and displaying form data
So I have one form with supplier information, like name, location, contact, email...etc. Then I have another form with product information, like a product type (baby clothes, or adult tshirts..etc), a photo, price, and dimensions I related the forms together using a look on the product form, which looks up the suppliers name. So the plan is to goto trade shows, collect supplier information. Then take photos and capture details of all the products they are displaying. So what I need to do after, is
How to get a sum for "Total Points" based on "Points" entered for attendance and show it in the "Total Points" field on the same form.
I am a newby...so bear with me. I have a form called, "Employee Personal Data" for personal employee info. I then have a form called "Employee Attendance Record." On this form I have a field called "Points" to enter .5, 1, 1.5, 2, etc. as points for an absence. Once entered, I want the "Total Points" field on the Employee Attendance Record form to show the running total for the year for that particular person (up to 12 points total). I have a Lookup Field to pick the employee's name from the Employee
if statement at form 'on load' using lookup dropdown as criteria
cant seem to get this to work....please help if(TZ2WOF_PEs.!= "-Select-") { TZ2WOF_Select.deselect(); show TZ2WOF_PEs; TZ2WOF_Select.select.("PEs"); } fyi TZ2WOF_PEs is lookup field in dropdown mode TZ2WOF_Select is a checkbox Thanks in Advance
Stateless Forms Usage - General Questions
There is very little explanation of Stateless Form and how to manage their implementation in real-world application. There are some things I need to do that a basic report just can't do, and I can only guess that a stateless form is the only option, but then I come to find you can't do many basic things with a stateless form. Example, I have a form that gathers fuel purchases in both US and metric means. It stores date, location, odometer, and quantity. I need to be able to present the user with
Lost the ability to add new entries to dropdown linked to another table
Hi We have a form that allows the user to add new entries to another table if there is not an existing record in a dropdown list. But this seems to have gone now. Can someone explain how we can reinstate this please? Thanks
Will Pay for Zoho Specialist
To whom it may concern, I am finding it nearly impossible to complete even the most basic tasks using Zoho. This is clearly a powerful platform but I will never be able to use it without assistance. Will pay to have phone access to a Zoho specialist for one week. Regards
Custom Auto Number Updates all previous numbers
I have a form Named "Shop_Tickets", with a sub form "Work_Orders". The WO# field is the output of the following script on the sub form "On Add Row" work flow: counter = "WO" + "-" + zoho.currentdate; counter_num = 0; counter_job = Jobs[ID == input.Job].Job_Number; for each line in Work_Orders { counter_num = (counter_num + 1); line.WO = ((((counter) + "-") + (counter_job)) + "-") + (counter_num); } which is producing exactly the results I want in the format I want, However the date is not
Special Character import issue with Creator
Although I have been a long time user have not been active for a while and have been using an alternative. But the new Creator looks very interesting. I am trying to import a database of spanish language films and the accents and other special characters are importing odd: El aprend�z de investigador privado Capulina confunde al vicepresidente de una empresa con un ladr�n. Sus amigos e �dolos, los luchadores Tinieblas y Superzan acuden en su ayuda y evitan un asalto, Capulina crey�ndose el h�roe
Master Field overriding All rows of Subform field
My form as a 'Master Approval' dropbox ( Pending, Approved, Denied) as does the attached sub form. I'm asking for some help in coding my Master Approval field so that when a new choice is selected it overrides the selection in the Approval fields in each row in favor of the MASTER APPROVAL Selection. Has anyone had experience with this?
iOS Creator - Pivot Table Report View Issue - Minor
Zoho Creator v 3.5.4 for iOS in IOS (on an IPhone 6), a pivot table report that generates more then several columns is difficult to view because the "Rows Popup Tab" remains up and will stay up until the user coaxes it to go back down. Seems it should drop back down momentarily after making any scroll changes without user intervention.
Zoho - GITEX - Dubai
It was nice to see Zoho in GITEX
Build Custom Report - Access Relational Data??
I hope I'm missing something, but I have an application working great with a number of relationships between forms. Zoho does a great job in creating the underlying default report to include the relational form for access, however when you you want to create a pivot table custom report, you are not allowed to bring in the related table (form) to use these fields for the report. Why can I ONLY choose from forms, and not existing reports, to build another report that is truly meaningful, utilizing
Custom Actions - sequence by Action Name
I've created several custom actions so that when a user is at a row, and they select that row, they can access the Custom Actions. Great. HOWEVER - the custom actions appear in the order that I've created them!!!! How can I make the default sequence be alphabetical by Action Name????
Set working day at 10hours period with zohocurrentdate?
The zoho variable Zoho.Current.Time and Zoho.Current.Date is very good and I use it to input time and date as a hidden field and also how long it took to close the ticket (with last modified time): "Length" field: ((Modified_Time - Date_Time) / (1000 * 60 * 60)).round(2) What I get is a number of hours, but what if I want to limit those hours to 7am 7pm? eg when I get "Length" = 240 hours, it is since the ticket is opened, but not in real business hours from 7am to 7pm... If I open a ticket today
Possible To Easily Persist Data With Application Distribution?
Is there an easy way to persist the data in chosen forms to remain with the application during shares and copies? If a customer is going to have to do some importing upon first obtaining the application to allow for basic operation, this may be a deal-breaker for some. My application has 95% of the "items" a user will need, and all they would need to do is plug in their own price defaults. Their unique items can also be added as necessary. But I want these 30 or so items to be a part of the purchased
How to retrive date stored in table
I have one stateless form which has date field and which is storing in table. I have functionality where for particular ID i ant to retrieve data from database there i am able to retrieve all data but i am not able to retrieve date. How can i do that?
Decision Box On Report
Is there a way to make a decision field type display as a "checkmark" on a report? This seems like such an obvious option to include in basic reports design. It looks great on a form as a checkmark, but on a report listing showing a bunch of "false" and "true" entries is not very appealing when all you want to see is a checkmark, or no checkmark, and in fact it's hard to easily distinguish if it's true or not without hurting your eyes. Am I missing something?
Usage of lookup field. Form1=>2=>3. Can Form 3 get info from Form 1?
Hello Now I'm making an application like below. 1. formEntryAllUser =>Name,Email,Address ...etc basic infomation 2. formEntryLimitedUser =>Lookup to form1,some additional info 3. formEntryInfoOfLimitedUsers =>Lookup to form2,additional info necessary only for limited users Now I've finished creating these forms and reports. I want to use basic information in form 1 like name, email etc in both form and report 3. But in form 3 (there is only lookup to form 2) , I cannot get information
Need a mass update solution...
Hello all, I am a beginner here... So please be patient :) I need to do the following: I have two forms. Form A contains product informations. A few thousands or records. There is a field named "Categorie" and it is written in French... Form B only contains two fields, first the same category infos than Form A (a few hundred types) named "Cat_FR" and the translation field (in English), which is named "Cat_EN". How can I "mass edit'' the Form A to add the field "Category" (with the info from
mass update via Deluge
To mass update 5,000 records, if I use Deluge do I have to use the Iterator method? Is there any other day of doing this? Thanks.
Mass Data update to Form
Hi, I have a form like below where there are three columns like -- county , Fips, Housholds 2013. The first two columns county and fips never change. But the third column Households 2013 will be changed every year. There are around 3,000 rows of data of this form view. For now all of these columns are now connected to several forms by anyway in the entire application. below is the form view screenshot : my question is that what is the best way when I will try to update the Households 2013 column
Using MASS UPDATE to update other Fields in Creator. Or using WorkFlows with Custom Forms.
Using MASS UPDATE to update other Fields in Creator. Or using WorkFlows with Custom Forms. Hi. I need to do a bulk update so that when a field is ticked, another field updates. I.e. "Confirmed Status" is ticked then a text field called "Current" status would be updated with the text of "Confirmed". I have created an app to do this. It does lots of checks and the code works great in a single form as it uses the OnSuccess events and the OnChange events that happen when creating a new entry or editing
Problem following the tutorial for Zoho Creator
I'm following the tutorial for Creator in the link https://www.zoho.com/creator/help/tutorials/advanced-app-building.html However can't get past the step "Link the Product Form and the Order Form" Seems like when you click Done after following the instructions, the Fields column become blank and it is only selected up to the level of Applications > Forms rather than Applications > Forms > Fields. Not sure how to resolve this.
Zoho Creator - User Audit Detail - Information not available
Please note we are unable to extract audit realted formation from the system on DAILY basis in Zoho Creator 1. Login / Log out Details of all login users – Database wise . Where can we view the summary report (list of all login / log outdetails - userwise) at any given point of time ? 2. 2. Row-wise audit history – for all active rows in a Form i.e. - Each row created date and created user id and last modified date and last modified user against each form in a database? 3.
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