add data into a lookup field by email
Hi Is it possible to add data into a lookup field by email? Thanks Satya NHM
specify action on specific records in list
Hi all, I am trying to take a list and specify action(s) based on specificrecord within that list. Please see example below Let's assume that ListA has 3 records in it I want to be able say For the first record in ListA execute function A For the second record in ListA execute function B For the thrid record in ListA execute function C Notice that each line is not performaning the same function . Any info would be great. Thanks in Advanced
Any Limitations of Lookup field type compared to Dropdown?
Advice needed please... If for some fields we are deciding between using a Lookup field vs. a Dropdown field.... Are there *any technical downsides* or limitations to using the Lookup type vs. the self-contained Dropdown type? For example, would a form with say 10 Dropdown fields perform the same in all respects if they were instead Lookup fields? Such as in areas of: Server performance Mobile version Sheet and Grid views Scripting capabilities Flexibility of display, etc. We are aware that there
Drop Down
I need to add 12000 customer names in the customer name drop down on the form. How do I go about adding this list? Any ideas or suggestions? Thanks
TIP: Can import the URL fieldtype as separate Link, and Link Name
Found that we can successfully import URLs with their Link Names --if the imported URL value is HTML. <a href="http://server.com/path_etc/">Your LinkName</a> Tested with the Excel Migration tool, reading from an XLS file. Works whether updating existing records, or adding new.
Function
Hello, In a form I can generate a purchase order. I've made a custom template which looks like a purchase order. When I submit the form there will be sent an e-mail with the template as an attachment in PDF. I also generated a report which shows all the records of the made purchase orders. Now I'm trying to make make a custom function.This function will be a button in each record in the report. When you press the button it will send the e-mail again with the purchase order template in PDF as an attachment.
Duplicate or restore backups
Hello, I have a real problem with duplicating or restoring applications. I allready asked support but haven't get an reaction yet. Tomorrow I have to demonstrate an application. Can anyone please answer ASAP? Greatings, Erwin
Limiting global search
I have a report that needs to be limited by a company name. To do this I use the userid to fetch the Company name from a table of userids and the related company name. The Company name is then used in an openurl statement to pass the criteria to the report. This works great and the user only sees the records that belong to their company. The problem is the new global search field. This will return records that are not filtered by the Company name. How can I filter records returned by the Global Search?
Accessing subforms in a Report List view
Hi all, I would like to access a form via an "Edit" button, which basically calls a function. I would like to create an Edit custom action which I can access from within Report_A row (i.e., per record), but I would only require a pop-up of a particular subform. The subform is accessing another form, Form_B. Would it be possible to do this, i.e. create a function to access Form_B a a pop-up window, by clicking on the Edit button within Report_A? Any idea what the function would look like? Thanks
Script help on "Page"
Hey I am new to Zoho. I am not seeing how to do this on the documentation but I would like to: (1) pull all the records of "formA" from "today" (2) get the all values from the field "points" (2) for a person's record "Bob" (3) add it up "points" and (4) if it adds to 10 then (5) display message "You got ten points!". Can anyone help? Thanks
Slow SubForm Issue
Good day, I have a Form with a Subform included, in this Subform I add products for purchasing process, the problem is when I have to much products in the Subform and I try to edit the Form open´s very very very very slow, could you please suggest me other way to handle this situation, Thanks,
What do I keep getting this message - unable to connect ...
Hello, I keep getting the message below very often when I am running my Zoho Creator Application Unable to connect to messaging server. Connecting in 22 seconds Try Now Thanks David
forms in mobile app
Some of my forms are now showing in the mobile app. They show and work fine on the desktop. I have double-checked the permissions and nothing is wrong there.
Make an application open to public
I wonder if an application, or at least parts of it can be used by users without Zoho account. Thank You
Import CSV with User Field
I want to import a spreadsheet (CSV file) into a form with a User field. How can I import users into this User field. I tried having a column with the users' email addresses and that did not work, then I tried their usernames but that also did not work.
Possible to create event when new record added in Zoho Books - copy to table in Zoho Creator
When a new "Item" in Zoho Books is created, I want it to be copied to a table in Zoho Creator. (Need similar for when a new "Recurring Invoices" is made) How is this done? Can it be done?
Why exactly are Spreadsheet and Grid views behaving as List view?
Various Reports defined as "Spreadsheet" or "Grid" are suddenly behaving as the "List" type. We did recently add Workflow scripting to the underlying Form, and am hearing that this may be the cause. Can someone verify exactly what is forbidding these views? Assuming it is workflow scripting: Any script of any type added anywhere in the Workflow sections? Or only when added to certain "Form" actions? Which ones? Or only when added to certain "Field" actions? Which ones? Also: when I commented out
Custom function
Hi, I am using below function to update the Website field of a Form from another Form's url field. What I am getting bored that I need to go through each record of the form (clicking on function button). So I am wondering if there is a way that I can update 200 records in a single button click that would be very interesting ans also time saving . Script: void SearchLink.MVPDUpdateLinks(int id) { set = MVPD [mvpd_ID == input.id]; dat = SourceDat[Test_id == input.id]; set.mvpd_website
Other currency field vs chart (2)
Hello, I still have a problem. In a field I have selected the currency "EUR" --> €. When I make a Pivot Chart based on the database with the value of the field with lay-out "EUR" -->€, it will show in the Pivot Chart a dollar --> $. How do I change this? See attachment for a printscreen.
User Permissions
Good day, I have 2 apps, for each I create a new profile. I embed a lookup in app 2 of a form for app1, always I enable the option to "Allow new entries". I shared both apps with one user and allow permissions in the form of the app1 for Tab Visibility Create View Edit Delete View all Modify All. The problem in that this user can´t create new entries in the embed a lookup in app 2, the "+" of allow new entries doesn´t appear. Best Regards,
"Failed to Add Data" when submitting form
No other information and no other clues are given. The project has open access to support. And I have asked support to help on this with no success, yet they pretend they solve it, or ignore my problem. Support staff lately is very unhelpful. I wonder if others experience this error and know what to do.
How to merge values in multiple columns into one column?
Hi, I'm completely new in Zoho and SQL and have just started playing around with some data that I'm working on for analysis. What I need to do is that I have data in multiple columns (numeric values) that I'd like re-shape the data in this manner. 1) Merge data from multiple columns into data in a single column (as variable column) 2) Create separate column for variable type (the original column names will become the variable type in a new column This can be done very easily in R script using "melt"
Exporting report to excel 2010
When I export to spreadsheet I normally want to make a merge operation in Word But as I use Word/Excel 2010/2013 I have to open the exported 2003-2007 excel file format and save in 2010 format (XLSX) Is there any way to get over that step. Poul
Record Template Image Size
Hello I want to add image in Record Template I want width 100px and height will adjust automatically. I try with codes but i can not succed. Can you check please
Configure Grid Report
Good day, Im trying to create something like a Shopping Cart with a Grid view but I have the following issues: 1. When I create the report as a Grid type and I access the report Zoho shows me like a List report (no field editable properties). 2. If the grid work as should work (with editable properties) I can disable some fields to be edit?, I only want to change a Qty field and setup a custom action button. Thanks for the support,
How to send sms as a custom action in a report view?
Hi, How do I send an sms as a custom action in a report view? I've tried using the function shown here: https://www.zoho.com/creator/help/script/sending-sms-from-a-zoho-creator-application.html and made the changes as instructed on the page but for some reason it's not working. I'm using Clickatell as a third-party service. Thanks in advance, Siya
CRM field does not populate through lookup add new value
For our existing forms that had CRM fields...we can no longer select these fields when the CRM field is accessed through another form via adding to a lookup. I tried adding a new CRM field to the form the lookup referenced and the new CRM field populated the lookup's form. so it has something to do with older CRM fields. Again this is not when selecting a CRM field in a form directly....but adding a value to a lookup field in a form through the plus button. We are having issues specifically with
message error to deliver email
hello , by sending an e-mail notification , the user enters the wrong email address , what should I do to get me the error message received ? Example : input.Email = " support@zohocreatorservice.com " To: input.Email From: zoho.adminuserid CC: zoho.loginuserid etc .... Please help me. David
Logout statement??
I am using an openurl with form-perma to avoid showing the menu structure and the global search field. It works great except there is no way for the user to log out. Can a deluge statement be added that will log a user out? An added ability to automatically logout after a set number of minutes of no activity would close some security holes. Currently a user might login to an application on a public computer and walk away, leaving the application exposed for hours or perhaps days.
Free Flow Script stripts out my code
Hi I have the following calculation - <%=Total-(Failed+Converted)%> - which works on the page. But when I edit the application it has removed the brackets and displays <%=Total-Failed+Converted%> - which produces a different result when I save it. I assume their is something wrong with <%=Total-(Failed+Converted)%> - can anyone help? Thanks in advance
Alert Box size
Hi, I have set up a alert on user input but it seems the alert size is really too big. How do I can size it to smaller ? Below is the script that I am using ************************************************* if (input.UNM_MVPD_01 != null ) { input.UNM_alertNote = ((((((((((("The " + "<b>" + "<i>" + MVPD[ID == input.UNM_MVPD_01].mvpd_MVPDName + "</i>" + "</b>" + " in " + "<b>" + "<i>" + Market[ID == dat.Add_Market].Market_Name + "</i>" + "</b>" + " TV Market Sold to " + "<b>" + "<i>" + MVPD[ID
Editing URL field in a report in spreadsheet view
When I'm viewing a report in spreadsheet view, I can easily edit various fields directly. Very convenient. But I can't edit a URL field. Why? I could enter URLs in a text field, but then they wouldn't be clickable in a report. Is there a workaround? Thanks.
How to move forms to another app?
Hi, Is there any way to move forms with data from app to another app? EDIT: I would like to show report of form in another app.
Nested Sub-Forms
I have created a form called "Form 1" and a view on that form called "Form 1 View". I also created a sub-form inside "Form 1" which also contains a sub-form. It appears that, after entering several records, when using the "Form 1 View" to display and edit the records, I am only able to see and have access to the sub-form fields but not the nested sub-form part that exists within the sub-form. I was looking to see if there is a way to have at least a link which I can click on in order to edit the
live chat to a creator page?
Is it possible to add live chat to a creator page?
Persistant forms
I want to create an employee training form. As they complete each task, they check a box next to the item. The problem is if they leave and come back later to the page, the form is reset. Is there a method to create a "persistent" form. I am doing this in Creator, is there a better app I should be doing this in?
Hyperlinks NOT functioning
I just tried to access the hyperlinks in my database and it's not working. Is there an estimated timeframe for a fix. These links are critical to my business. Thanks.
Writing to Creator database from Zoho CRM
Is it possible to insert values into a Zoho Creator database from the CRM, using a custom function or something similar? If I write the code in a custom function, I get an error that the Form does not exist in the application. Any ideas?
Send data from Zoho Creator to Google Sheets
Hi Is there a way to set up a google docs spreadsheet to automatically fetch data from a Zoho Creator form view? I need to send data to google docs. Raul
Wufoo to ZOHO
I am willing to pay for the job I require somebody to please set up my Wufoo toZoho api ? Any body that has done this or can assist please contact me.
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