Filter, unless the value is null
Hi, I am trying to create an order form - I have a Vendors, and those vendors offer items, which are stored in Vendor_Items form, using bidirectional (Vendor Items is a subform on Vendors). My subform in the Order Form for Items Requested has Vendors and Vendor Items. I would like to filter row.Vendor_Items by the row.Vendor, but ONLY IF a value is put into row.Vendor. If they have not put a value into row.Vendor, I would like all of the Vendor Items to be available. Is this possible? Any
Feature request: show list of CRM fields
Hiya, I'm creating a custom CRM contact modification form. It involves mapping fields from CRM to creator and vice versa. It's quite tedious to switch between tabs to get the field names. It would be great if I could have a field list from CRM as well as the field list from Creator so I could quickly copy/paste field names. cheers -- If you need any help with this or anything else related to Zoho, check out www.nuanced.it or email me at jeremy.nagel@nuanced.it
I just got locked out of editing my account for no reason
This is not a good situation. I have an enterprise account attempted to add a user, got message saying I had hit limit. (which is not correct) and then suddenly I could not asses any editing of setup features of the application. I am the only administrator for my application. Urgent assistance needed. bfstrachan@bahamaselectricity.com Spoke to support. Told fix can taken up to a day. Given the subscription cost I would expect quicker resolution to a problem that should not have occurred in the
Why does this keep giving me a null error?
form Principle_Investigator_Registry { displayname = "Principle Investigator Registry" success message = "Data Added Successfully!" field alignment = left PIReg=investigators.Investigator_Registration[]; I've also tried these iterations. PIReg=investigators.Investigator_Registration; PIReg=investigators.Investigator_Registration It just gives me 'Error modifying the page null'.
how to autofill fields in zoho creator with the data from zoho crm ?
I have build 5 leads with Candidates name , email , Status (qualified , not qualified , etc. etc.) now i've build an application in Zoho creator , with First name , Last name Email, status , Final status . I want these to get autofilled by the data from Zoho CRM. And any updates made in Creator should get reflected back in CRM ! How should i do ? Please guide . Regards!
Mandatory format of a value in a field
Hello, I can't find the following functionallity. A single line field can be filled in like: 12AABB I would like ZoHo Creator automaticlly adjust the value in the field to: 12-AA-BB. Or is it possible to make the punctuations mandatory? Hope to hear from someone soon! Greatings, Erwin
Manipulating text string
Hi, I need a favor. Would yo give me a clue on how to remove the HTML remarks from this text string by using deluge script? I want to leave the red text only... Thanks a lot Luis <span style= 'font-style:italic;'><span style= 'font-style:italic;'><span font-style:italic;>Ideal para MDF, Acrílico, Papel y tela entre otros. Excelente calidad y detalle para su proyecto. Disponible tamaño de hoja completa 1.22 x 2.44m </span></span></span>
Customer portal page centering
I have customized the size of the customer portal page to 800 px, but it's not centered on the browser as shown: Cheers, John Whitney
How to sync ZOHO CRM with ZOHO Creator
I am trying to sync lead data along with related activities in CRM with data in Creator. Saw some previous discussion on how to do this thru email ( https://help.zoho.com/portal/en/community/topic/synchronize-zoho-creator-and-zoho-crm-data). This solution is not working for us, since Email template does not allow us to pull activity/task/notes related information. Is there any alternate?
You are not allowed to access this application.
I have a standard account and pay for 3 users, 6,750 records. The app I created has a required field (Username) that is checked as "Make this field as Record Owner." I understand that I cannot share the app,, as it will not work, and have since deleted the shared user and have gotten the said user to access the app. However, since the user has been deleted from the shared user list, his Username also does NOT appear in the dropdown list of available record owners. In other words, the user can access
Help Regarding Zoho creator subscription plans.
I am working on a client project and they have professional edition of ZCreator. Owner added me as a developer in Zoho creator but I am facing some problems and I am unable to write code for them: a. When I go to crm.zoho.com and click on ZCreator tab, I can see the ZCreator interface. But when I type creator.zoho.com in browser, it does not show "Workspace" tab and I do not see customer's Zoho Creator account. Can you explain to me ifcreator.zoho.com and ZCreator are different applications or same?
Passing parameters to a embedded website view
I have a view embedded in a website and want to filter based on certain input. I tried for hours the Zoho creator examples for passing url parameters and none didn't work. The form is asking me to login. <iframe height='500px' width='100%' name='Form:Copy_of_Reporte_de_Pedidos' frameborder='0' allowTransparency='true' scrolling='auto' src='https://creator.zohopublic.com/jaflores/pedidos/#Form:Copy_of_Reporte_de_Pedidos/?NombreCtaHide='sedyco'></iframe>
Having trouble constraining reports to specific content
Hello, I'm having trouble running reports based on specific criteria in my application: Form (A) collects different Job Types (Help Desk, Services, Development, etc). Form (B) collects Employee Info including Name and Job Type (using a lookup to Form A) Form (C) assigns Office Equipment to different employees I need to run 2 reports on Form (C). The first is a pivot table, and the second is standard report. However, these reports must be limited to employees of just 1 Job Type. How
Integrate SalesIQ into Zoho Creator App
How can I add SalesIQ tracking to my Zoho Creator App? Oliver
Simple text formula field
I want to reference a field from a parent form in the child form. The parent has a lookup field to another form; and I want that field statically represented in the child form. In SFDC it's a simple Text=(Insert field) How is this done in Zoho? Thanks.
How to remove a starting newline?
How would I remove a starting newline from a string, if it exists? Since I created the newlines using "\n" I'm not sure exactly how to check for it and then to exclude it in the revised string. FYI I'm building a string by concatenating multiple values and starting each with a newline. Those with no value are skipped, but the end result can be a starting newline. The logic would be something like this, but I don't know the deluge syntax or best practice, I'd think it involves startsWith, Length,
Creating a Function to edit another record
Hi all, I have a request manager tool I am working on (and constantly improving) and within the tool I have a main table that captures all my requests and I have a second table that captures the asset and serial numbers of the device or devices for each individual request. The device details are captured int he main form as a subform. One of my reports concentrates on the asset details and the report is based on the device table, however what I want to be able to do is search for a specific asset
Can data in a report column be SHOWN for some records and HIDDEN for other records?
Is there a way to configure things so that on Reports, for most Profiles, for a certain field, let's say "Price", data can be shown in the column for some records and hidden in the column for other records? This would be based on another field in the record, say "Internal/External". So, for most users, for the "Price" column, on Reports: for records marked "External", users see the "Price" data for records marked "Internal", although the Price data exists, users see blank (the data is hidden). And,
Sorting grouped records in a report
Currently, the default sort order for records works extremely well for me. I guess this is based on displaying records sorted on ID with latest first. Now, when I group my records by a text field from the parent table (which summarises the parent record), I am forced to sort A>Z or Z>A (in the Grouping box) on that text field but I really want to sort by the parent ID field Z>A but I don't want to display the parent ID. Is there a solution to this?
Tip: Dynamic texts on a Form, including dynamic clickable links
We had been wishing for a way to have dynamic texts on the form, and for some to include dynamic links. Turns out this is available (yay!) and documented . In case helpful, here is some additional info we've found from initial experimentation. Please see that attached PDF for images of some actual results: On form next to lookup field: If a record is selected, add "Edit this Record" convenience link. On form next to attachment: If attachment exists, add link to the attachment. On form next to
Aggregate Excluding
Working in Creator on a Pivot Table. The table is an aggregate table of pricing for products across multiple vendors. Col 1; Average price, excluding our listed price. Col 2; Our price. Col 3; % difference between the two.
Validation using forumla field
Hello there Zoho community, I'm a bit stuck and wonder if someone can help me... I have a form with a formula field which generates a customer reference: Form name: Registration form Single line: Last name Date: Date of birth Formula: Customer reference ((((Date_of_birth.getMonth())) + Last_name) + (Date_of_birth.getDay())) + (Date_of_birth.getYear()) I'd like to set it so that if someone tries to fill in the form again (and therefore generates the same customer reference) an error message will show
Script for capitalisation
Hi, I am using the following script in functions in order to make the first letter of text uppercase and the rest of the text lowercase: string getCapitalised(string txt) { if ((input.txt).length() > 0) { input.txt = (((input.txt).subString(0,1)).toUpperCase()) + (input.txt).subString(1,(input.txt).length()); } return input.txt; } Although it works when text is input in all lowercase, it does not work if text is input in all uppercase. Do I need to add a bit of script in order to do this? Thanks
I don't know why zoho creator is stamping "Public" instead the real added user in a non published form
In one of my apps, in a no published form and with logged in users, we are having the following problema: the field “added user” in new records is filled with “Public” user name instead their own user name as expected
How to access individual records of a sub-form in a report
Hi, My report is based on a form which has a sub-form. I am not able to access individual records of sub-form. I can not put any filter nor I can group on any field in the sub-form All sub-form fields are shown together in the report with whatever separator I use. Not able to show them in different columns. Also filters and grouping does not work on the sub-form columns as mentioned earlier. Please help. Milind
Ask Receipt custom function
When we send an email from Zoho CRM, we need Ask Receipt to default to yes. The request has been made for an enhancement, and Zoho basically says it isn't going to happen. I'm wondering if it's possible to write a custom function to enable this functionality and, if so, if anyone has done it - or would be willing to do it?
incremental search
is there any in built function for incremental search (find as you type). I have a form that has 1000's of names which I'd like to use in a dropdown but prefer not to use in dropdown.
Use ZOHO to create interface to mySQL data base
Hello there! I would like to know if it is possible to use Zoho to create an interface to our own mySQL data base that is hosted by an ISP in our area [Ann Arbor, MI]?
Default image size in Email
<td><%=input.Image_field%></td> Once I have this code, as I do that this image is of proportions that I want: 100 x 100, 41 x 41 or another. When I try, no image is displayed, as if it was a mistake and the picture is a white picture?? I try to use a single pair of quotes or two pari and I have not gotten results.... <img src="<%=Foto%>" alt="" height="42" width="42" /></td> And <img src='<%=Foto%>' alt='' height='42' width='42' /></td>
Not able to populate picklist dynamically
Hi, I am new to Zoho creator. Pls. see the script below- proglist = Student_Program [ID != 0]; Program:ui.add(proglist.Program_Details.getall()); I am trying to populate a picklist (Program) in one form with field (Program_Details) from another form (Student_Program) without any filter. However when I run the application, I get ID in Program field and not the name i.e. Program_Details. What mistake I am making ? Pls. help. I have attached a screen shot when I run the application. Thanks, Milind
Report: List 3 last sales in each district. possible?
I have a list report, but want it to only list the 3 last sales (based on a date field) for each district. How can I make such a filter / any functionality for this?
Create relationship between two existing forms?
I have two forms(tables), both with imported data from different sources. Both forms are full with data. Form A Name (Single line) Descript 1 (Single line) Descript 2 (Single line) A_ID (Number) Form B Local (Single line) Descript 6 (Single line) Descript 72 (Single line) B_ID (Number) Now I want to create a relationship between the two forms. One-to-many (from Form A to Form B). Do not really want to add more fields to these tables - if I add a new lookup field to these tables now, I will have
Custom Action to Partly Duplicate a Record
A custom action in a report that partly duplicates a previously entered record and opens it in a new form that the previous record was created in, additionally populating a reference id field of the old records autonumber. I have created custom actions in other reports, its really the script to duplicate a previously entered (Into Form A) record (certain fields) and open Form A with some of a previous records data pre populated. Also a way to copy a autonumber field and populate a reference field
how to add print button to deluge script
I was told that I can't add a print button. Upon investigation I found that you can use a link to create a PDF. So I use: https://creatorexport.zoho.com/USERID/ordenes/print/Generate_Invoice/orderRecId=2769016000000090461 This works great with my user, but if I try this in another computer/user, the link is changed and it removes everything after ordernes/ rendering this solution useless. Any ideas? Leo
Table Not Updating When Pulling from Another Form
Hello, I have created a table of information based off of a form and am including a field from a link form to complete the information. However, the information from the linked form is not updating. Here is the permalink to the reference table: https://creator.zohopublic.com/nhlevent/nhl-registration-test/report-perma/Stanley_Cup_Images/qNyXgAWF6ruD1QZw60SXAkYGD0OfbHKmkS1y6MWSKxUdmtNntO9b08MkCJaZGb6wSkkYRqH49T02E76vMSjfqvPpJ4N5G1Eby0hS The Acceptable field says 5 but if you pull up the report the
Functio to Update Zoho CRM Record from Zoho Creator
Hi, I am trying to create a function in ZC to update the respective Zoho CRM contact Record.But I am getting error and I can't figure out where is the problem in my code void CRM.CRM_Sync(ContactForm rcd) { for each rec in rcd sort by Added_Time desc range from 1 to 20 { srt = rec.Zoho_CRM_Contact_Name_ID.toString(); com = TV_Station[ID ==rec.crm_TV_Station ].Add_TVStation_Name.toString(); dat = TV_Station[ID == rec.crm_TV_Station]; net = Network[ID == dat.Add_primaryChannel].Network_Name.toString();
Type size in box
About half the time when I attempt to change the size of the font in a RTF box, it will not work, and remains too large. Other times, it will reduce to the desired font size. No rhyme or reason. I highlight the entire note, choose the Type Size, select the one I want, and the selection remains the same with no change. Other times it works fine.
error radio field
Hello , about a week you can not handle Loading form values to be assigned to the radio field . example : Form TEST Field: RadioField - possible values : test1 (initial value) test2 NumberField - initial value = 0 in load TEST form if input.NumberField = 1 { input.RadioField = " test2 " ; } alert input.RadioField ; Using the link " #Form :TEST ? NumberField= 1 " , the form is loaded correctly and the alert message is " test2 ", but then the RadioField value is null
database replaced
I created a duplicate of a database and renamed it as a new project. I then edited the records in the new database saving as I went. However, it appears all the records in the original database were edited at the same time. I now have two databases with identical records both matching the newly created database. It appears the original database became a clone of the newly created database. Any thoughts?
Problem with field permissions
When I set field permissions so a given user group cannot view the specific fields the field label are hidden but the field data still shows up in reports, however it is incorrectly associated with the remaining visible fields. This is a major problem that make the application unusable. Suggestions would be greatly appreciated. Burlington
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