Best way to create a printable Invoice lay-out
Hi, I need to create a couple of lay-out's for quotes, orders and invoices which can be send in PDF by mail to customers or can be printed. What is the best way to do this at the moment? Kind regards, Johan Boerema
Copy filed value to other fields in the same form
Hi, I'm building my first application in Zoho creator. I was wondering what the best method is to copy a filled value to other fields in the same form. I've got a visit address field, which should be copied to post address and delivery address (when they're empty). But the field should stay writable, so the user can enter another address when needed. Kind regards, Johan Boerema
add record does not work in mobilecreator.zoho.com
Dear all, I just became a new user and am testing the functionality of zoho creator. One obvious problem I encountered is the script below not working on mobilecreator, but it can work on creator.zoho.com I create a form and add one single line field and just want to add a new record when click on the submit button. I dragged "add record" in script builder and got code below. insert into test_form [ Added_User = zoho.loginuser test_abc = "1111" ] however, it reports error "Improper Statements/Expressions
Html view minor problem se pictre
I need help badly, please see pic that i want to do. it seems i cant find "annoucement and new hires to edit the text. from this.. to this. this is the code : htmlpage Homepage() <%{%> <style> #mainDiv a:hover{ text-decorationderline; } .announceLine{ border-bottom: 1px solid #F1F1F1; font-size: 13px; line-height: 32px; list-style: none; } .quickLine{ font-size: 13px; line-height: 26px; list-style: none; } .mySub { overflow: hidden;
Pie Charts from data in Zoho Creator
Is it possible to create pie charts in Zoho Creator? If not directly, do you have any suggestions? I have a client that I think Zoho Creator would be perfect for, but they insist on presenting some data in pie chart format to management. Thank you, David
Zoho Creator -> Changing date regarding input
Hello, We are working as a travel agency with rental bikes. When the time of arrival is after 16:00 for example, I would like to book the bikes for the next day. Thus when we fill in time of arrival > 16:00, the startdate of the bikes should be the arrival date + 1 day. Is this possible? Looking forward to your reply. Thank you very much! Kind regards, Luc ten Haaf
Date format
Hi, Is there any function that I can convert the below date format Actual : 2015-08-14 00:00:00 Formatted: Friday ( only extract full day name) I want to convert the actual date to Full Day name only. Thanks Arfater
Pop ups on html pages
I'm told that opening pop-up windows (openUrl) in html pages is not possible. Are there any other workaround to accomplish this? Thanks.
Current Date Recalculated Daily
Dear Zoho, We really need help with a particular formula. We run a debt recovery company. We have an app at https://creator.zoho.com/zoho_zubin/copy-of-collision-accident-recovery-services# BACKGROUND: 1. The app has a form called "New Claim". That's the form we use to create new records. 2. The form produces a report called "All Claims". The purpose of the report is to help us look at records based on the age of a particular record. We want to be able to know how long we've had the record open just
Populating email field based on CRM user
I have created a form in Creator that is being launched from the CRM app. I would like to auto populate the name and email address of the user submitting a request in the form. Is there a way for Creator to retrieve/fetch the username from the CRM? Thanks in advance for any assistance or guidance.
Refer to field in another database
I'm working on script for a basic form. On that form, there is a Lookup Field that connects to a form in another database. I'd like to pull-in information from the form in the other database based on what's entered in the Lookup Field, is that possible? Here's a bit more detail: There is a Task form. It has a multi-select Look-up field: Person(s) Responsible. The dropdown menu for that look-up field (Persons Responsible) is based on a Team Members form in another database. Included on the Team Members
Concatenate text fileds to keep running notes about customer interaction
Dear Zoho, Could you please help wit the following problem; 1. I have a record keeping app called Concatenate App. It's designed to keep notes of conversations or other interactions that we have with customers. Please access it at https://creator.zoho.com/zoho_zubin/concatenate-app/ 2. It has one form called "Concatenate Form". 3. Each one of the records in this form relates to a customer's file. 4. The form has 3 fields: a) All File Notes - this is the field which I would to display the combined/concatenated
fetch value from crm module and fill into creator.
I have a form with a dropdown and a number of single line fields. From crm, I want to get the contact which is related to a account and fill that value in dropdown and on selection of dropdown, its relavent information should be filled on fields. One more thing: I want to get value from crm and on load of a form it should get insert into table first and then from table, it should get populate in th form fields. is it possible in zoho creator? Please tell me how can i do this?
Bug when adding share permissions through API
When adding permissions to a form via the API although the form displays the permissions correctly, unless I also add permissions to the Section container the page loads incorrectly and although the forms are listed when hovering on the section when clicking on one of them nothing loads, just the same broken page as shown below: The only way I've found to fix this is to add permissions manually to the section via the GUI, however this is a pain when i expect to have close to 15k users Once the permissions
How to show contact associated with account.
Hello I need some help. I have created a form in which I have a Zoho CRM field which is bind to account. When I select any account it fetch it information and fill into the fields. A Account can have multiple contacts. I want to show these contact name in a ZOHO CRM Fields. How it is possible in zoho creator? or is their anyway to display contacts associated with account and on select of contact its information should get filled in felds.
Help regarding accessing Parent Account.
Hello I need some help. I want to fetch the parent account from the account module. In Potential module, I have created a custom link which redirect me to zoho creator. In zoho creator, I have created a function in which i had passed potential id from crm and based on it i am fetching account id and account information from this account id. In Account module, I have parent account field which is lookup of account module. A account can belongs to one parent account but a parent account can belongs
what is the difference between zohocreator.exe and zoho-migration.exe?
I would like to upload a csv file to my creator project every night. I'm pretty sure I need zohocreator.exe but I cannot find it. I did download zoho-migrator.exe. Is that a new version or something? Thanks!
creating a formula using the results of another formula
Hi - Newbie here again. This seems very basic: I'm trying to create a series of calculations. Many of them depend on the values returned from other formulas. How do I accomplish this? Those formulas don't appear as options in the Field list when creating my formula. thanks Charles.
Importing Images via data import
Hi Zoho Community I'm hoping this might be a simple answer...and I just haven't found it yet! I have an XL spreadsheet of about 3000 rows identifying indivudla items. Each item has a corresponing item has an image associated with it - stored separately as a file (so yes - 3000 individual image files). Data import is working through the normal method - however I have not had success in importing the images into the form. I would like to avoid to going to each record individually to upload the images
Can I log on as user when I am Admin?
Is there a way for me to log on as a 'User'? I am testing out some of the security and I can't figure out how to log on in 'User' mode. So far I have just used a second email address, but I am migrating to a paid version and I don't want to pay for a user just to test. Thanks.
Restrict days and or holidays
What would be the best way to restrict day(s) or upcoming holidays? Ideally restricting days or holidays from a calendar date field from being selected. Any ideas?
Preventative Maintenance Visit Date Tracking
I have a database of conference room information. Main Form has all the information about the room and then there are two subforms that tie back to the main form. There is a subform for assets that belong in each room and then there is a subform for Preventative Maintenance visits to each room. We would like to track these and be able to make decisions based on certain date intervals. What I would like to have is a calculated field called "Date of last PM Visit" that would show on our Main Form
Change Date format
Hi, I am trying to pass date value to API call but API wouldn't accept the formation that is already set in creator So I need to convert it to respective format. Actual Date format in Creator : 11-August-2015 15:59:30 API call Format : : 2015-08-11 15:59:30 Can anyone please help me how do I convert the creator format to API format Thanks Arfater
zoho.loginuser id in a pusblished page
Hi, I am trying to count every time a user access a zoho page but I am trying to filter out company users with an account in zoho. in other words I want to count only user with zoho.loginuser=Public. My problem is that everybody looks as public when accesing this published link... Is this how it is supposed to work? for instance here a link link at the bottom of tha page I display the zoho.loginuser, allways Public even if I am logged in to Zoho at this point. thanks Luis
Pagination top and bottom
Hi, I wonder if it is possible to have the pagination of a list from zoho view to show on the bottom, not only on the top. The reason is that if the user goes looking at the records from top to bottom, it is logical to have a "next" button right there, at the bottom, rather than having the user go up all the way only to click next. Thanks Luis
Missing system fields in form
I have a zoho creator form that appears to be missing all of the standard system field. Im not sure how to add them or why they are not there in the first place. This is a stateless form and im thinking maybe stateless forms do not have these fields normally. That said, i have another stateless form in my application that does have all of these fields. These fields are not listed under System Fields as expected but are listed under User Defined Fields. Im not sure how a stateless form can have
Register a Customer Portal User Using Delgue Script
is it possible to invite users for customer portal by delgue script. We are creating application in which we need to assign a email address with different organisation. So when we adding a record using creator form we want to register user with an email address and want to directly invite him. Is it possible to achieve this using delgue script. Currently we are sending direct link of registration page but it might be possible that user could use different email address so we want either restrict
Send notification by screen pop up
I see that there's a notifications area in Zoho Creator. I'd like to be able to send a user a notification within zoho that links to a particular record programmically. However, I don't see any references in the deluge code to feeding into the notifications window or the chat window. Am I missing something? How can I do this?
How to check the value of lookup is selected or not
I have one lookup in which i have names and after selecting names i am displaying the address of the selected name.but if the lookup value is not selected then i want to display the text-boxes to accept data from user.I have "-Select-" field at top if user selects that "-Select-" then i want to display the text-boxes to accept input from user. how can i do that.
Multiple Form Data In One Report
How can I display the records from three different forms in one report. I only need to display a few fields (first name, last name, date & time, grand total, and phone). Is this possible under one report as if they all came from one form?
Create 2 column layout like Invoice/PO/SO/Quotes module of Zoho CRM
Hi, I have been trying to create a layout on single form. I could achieve the layout as per the attachment. I want to have all the fields in 2 columns layout where as line items in single column like Invoice/PO/SO/Quotes module of Zoho CRM Layout. Is it possible to create such layout in Zoho Creator.? Thanks Amit Thakkar
Populating Subforms
Hello Everyone, I am evaluating Zoho Creator and building a Procurement Application. I've the following questions: I wanted to populate Subforms from one Form to another. I've used Collection to populate other feils but I am struggling with Subforms. I've a Subfrom in a Quotation Form that contains QT, LT, Price,,, Booked (Check Box). I wanted to populate the subform from Quotation to Order for items that is Booked (checked). Then the user can remove any of these lines from Order
showing radio buttons on report screen?
Hi I have three radio buttons for field name matches.Is it possible from the report screen to be able to select one from these buttons,instead of having to click into the record to select a match?
Only grant permission to view end edit specific records within a module
Hi there, At the moment we are using Zoho Creator to manage our customers (module 'customers'). Each customer gets assigned to a project. The different projects are added within the module 'projects'. We are collaborating with various real estate agents. These agents are assigned to specific projects. We would like to share our application with the real estate agents. But they should only be able to see and edit the records that belong to a specific project. In a word: they should only be able to
Ideas needed: How to page through list of records in form
I'd like page through a filtered list of records in a form format. Here's the workflow: - the first record opens in the form - a few fields from the source record are pulled into the form and displayed - user updates one or several fields - user clicks on a "NEXT" button, which saves the updates back to the source record - in the same action (from next button), the form is refreshed with the next source record data displayed - the cycle repeats itself I see this accomplished using stateless forms
Subform won't loop on update records
Hey guys, I've been stuck for about four hours on this: I have a master entry form (Form A) that is comprised of a subform (Class_Attendance), The data entered into the subform updates two other forms (Forms Training Dossier & Training Expiration). Upon submission of Form A, the following occurs: (1) Records are 'added' to Training Dossier, and (2) Records are 'updated' in Training Expiration The code that supports the addition works fine: for each row in input.Class_Attendance { insert into
Simple Date Subtraction
I'm having trouble doing a basic date subtraction in a Zoho CRM custom function. I've got a future date/time that I need to subtract one day from, and then use that new date/time to create a calendar event. Here is the code: fDateStartTime=ifnull(asps.get("1st Date/Start Time"),""); fDateEndTime=ifnull(asps.get("1st Date/End Time"),""); signWaverStartDateTime=fDateStartTime.subDay(1); signWaverEndDateTime=fDateEndTime.subDay(1); This produces an error saying it can't find the subDay function. If
Using a formula based on a formula field
We have a formula field called total annual savings which is the total of 3 other currency fields. We then have 4 other currency fields (Year2, Year3, Year4, and Year5 savings). We would like to use a formula field to multiply (total_annual_savings * a % escalator) to equal Year 2 savings but it is not possible to use a formula field in another formula...... Hoping someone can suggest another way to make this work. Cheers!
Zoho Creator Notifications
Is there a way to programmatically pop up a notification to a particular user in my zoho creator app? I see the notifications feed area next to the chat window, but I can't figure out how to get deluge to put a notification in there... Please help.
Calculations using scripts in a form or a subform
I have a form with a numeric field calculated using a custom function ( not a formula field ) . It works well . When I use this form as subform calculation is not executed ( The script runs after you upgrade one of the two fields required for the calculation ) Any help?
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