Making Creator Apps Feel Native In CRM
Hi group. Thanks in advance for any help. I am creating some customer apps and putting them as individual Tabs in CRM. Essentially, I would like to create the next progression of the business cycle after our Potential has closed and become a client. Here is my problem. In Potentials, Clients, Leads and pretty much any native CRM app, the native view provides a hyperlink from the name to the page. For example, in Potentials, the native view lists the Potential Name in a column and you can click
"Usage Limit" records count error
Hi, My records count is given as around 50,000 records, but from my going through my applications, there are only about 12,000 records in use. Can you please reset the count for my account? Thank you.
To view all the records displayed in a published report in a single page
Dear Sir, In our application, we have published a report to our vendors. From the published report, they have to write a script based on the data.In zoho, the maximum records to be displayed is only 200 per page. But our report has more than 250 records. So it traverse to the second page. Pls let us know, is it possible to view the second page of the report, without actually clicking the navigation button. Also, is it possible to include the page number of the report in the report url? Any suggestions
"Super Admin" role versus "Admin role"
I want some users to be able to administer the creation of new other users but not have access to be able to edit the application, is this possible??
Application Context Issue for New Users
The verification email sent to new users (example below) has a link to click to finalize the verification. When this link is clicked you get the "continue to sign in" web page. When that link is clicked, the user is not directed to the application, but to this: This is causing all sorts of issues with users wondering what they are supposed to do. The links should all direct users back to the application where they created the zoho account. Please fix this immediately! Cheers, John Whitney
Can not set Decimal and Currency Fields to 0.00 via Script
I have a Decimal Field and a Currency Field (USD) in a Form ... both defined as having 2 decimal points and initial value of 0.00. They both display 0.00 when the form is initially displayed. I have script that does ... input.Decimal_1 = 0.00; input.Currency_1 = 0.00; However, when invoked, the values in the field boxes are displayed as 0.0 ... i.e. just one decimal point. And when I return to Edit Mode, the commands have been changed to ... input.Decimal_1 = 0.0; input.Currency_1 = 0.0; I believe
Embedding Google map in iframe
I want to open a Url in an iframe, but the url is lifted from a value on the form. What is the syntax? I tried this, in the OnAdd.OnLoad script, but it doesn't work (I get a new window, that's blank). I want an iframe, that shows the info based on a url field on the form OpenUrl(input.Url, "iframe", "height=100,width=100");
How do I make a lookup field display information and not the ID.info
I have a "Contacts" field in a customer follow up form. This field looks up contacts in the contact form. Naturally if displays the ID.info. I've set a filter in the follow_up form to ID==site_ID. This should only display contacts that have the same ID as the ID entered in the Follow_Up form. The contact drop down selection box still displays the record ID.info. I've put this code in the "Contact" field On User Input. FollowUpContact = Contacts [ID == input.Site_ID]; Site_Contact = FollowUpContact.Full_Name;
Help newby question
Help sometime when I log in I can't access my email account it just goes straight to home page and then i'm stuck, I have to log out and wait a few hours then try again and i go straight to my emails why? what happening. thanks for any replies.
how to create public variable
How do I create a public variable to store information in one form and then use it in another? I have three default fields in one form that I need to populate in another form. I've tried creating a variable but they are only valid in the form they are created in. Any thoughts?
Summing the data in specific field in subform and display result to main form.
Sir, I have a sub form named Request_Parts with fields customer_request_id, part number, Part name, retail price and serial number. I have a main form which contains total price. My requirement is that I need to get sum of the retail prices(sub form) in total price(main form). I am using bi-directional relationship with the child and parent table. I have used the following code. but, i am unable to save the code because of the highlighted portion. total1 = 0; for each row in input.Request_Part {
List:Date help
I'm trying to create a list of dates between Start and End The first date should be input.Start The last date should be < = input.End The remaining dates should be 28 days apart fourWeeks = list:Date(input.Start.addDay(28)); gives me an error: Expecting TIMESTAMPLIST expression found TIMESTAMP expression thanks in advance
This record's Datefield = maximum prior date + 7
I have a form with dates.... When I add a new row, I want the Date_field to default to 7 days after the maximum prior date... How do I do that?
Show image in a page
I read all posts and documents related to showing an uploaded image within a page. Ifetched the target record and the link uploaded image link which is https://creator.zoho.com/sharedBy/appLinkName/viewLinkName/fieldName/image/1403695745088_Downgrade.png I replaced all fields manually to try it in a page but never shown the image. Moreover, I could not find any reference to the ViewLinkName field, what should it be replaced with? Any help?
Launching a detail report from a summary
I'm sure this is easy but I haven't found explicit instructions by searching through the help pages or forum. I have one form that contains all the player information for a sports page. On my Web site I want to list a subset of the data (easy enough to do, I created a report and then embedded it in the Web page) with the option of launching a detailed report from the summary. The summary report embedded in the Web page displays Player Name, Team Name, Positions Played, Jersey # What I need to
The effects/code that made in the sub form is not taking effect on the parent form. Why?
The effects/code that made in the sub form is not taking effect on the parent form. I have made a sub form with fields like Part, Part Number etc. Where part is a drop down list and Part Number is a single line. While choosing a part, the corresponding Part number will be displayed in the Part Number Single Line field. While i am inserting the sub form in a parent form, sub form is not working as expected. Similarly, i have increased the width of Part drop down list in sub form. But it is not applying
Complex count
Hi guys, I want to count all availibility for staff member filtered for specific service. I try with: input.Avalaibility = FormA[Day= input.Day && Staff.Availaibility in stafflist].count(); where: Avalaibility - is a field that sum all availibility of staff in the relation STAFF=SERVICES in FORMB. FormA - allow user to choice service for Day and Staff. Staff - filtered field with stafflist and Staff:ui:add(stafflist) stafflist - FormB[Service == input.Service && Status == "Active"].ID).getall();
Recomendation for new App
Hello, Can someone give me a recommendation for a new client I have? The company is a Car Repair Shop (They fix and do maintenance of cars). We need to begin to get all the info of his clients and the info about their cars. I initially think about in Creator: Do an app for Clients and a form with all the info about the client and his cars. For example: Name client, Id Car, Date to change oil, Quantity of miles/kms, Brand of car, Date to change battery... It is just all the info about the car... But
Use Spreadsheet with Form that has Deluge Scripting
I would really love to use spreadsheet view to edit data, but the form I am using has Deluge scripting that disables the spreadsheet functionality. I was thinking of exporting the data I want to edit somehow into a form/view that does not have Deluge scripting and then export the edited data back. Not quite sure how that would work exactly. I would need any data edits to make it back to the original form. Has anyone tried this or have another solution?
Deluge guide
Hi, in https://www.zoho.com/creator/help/script/built-in-functions/built-in-function-list-date.html the text refer to boolean and not date. Thanks Mike
Need a complete copy of a report.
I have gone to some effort to get a report just the way I want it. It displays all the records. Now I want to copy it and designate only those records that are not "Closed" be displayed. None of my column work copies with the report. Is there a way around this? Bruce "Speedy G" Peaslee The World's Fastest Programmer
Record limit reached - count inaccurate
Hi, I am getting the record limit reached error but am certain I have not reached my limit. I am trying to import data that keeps failing. However, I think the record counter is increasing even though no data has been loaded. I have topped up my account and attempted to load data again but it failed. However, the "Records Count" went up by 740 even though there were 860 records in the original file for import. When I go to the view, there is no data. In the past, I kept topping up more records but
How to Display Data in the Following Manner
Sorry the title is not too helpful. But I need logic help. I have the following two forms: TERMINALS - Terminal Name - Cleared Carriers (this is a multi-select lookup field) - Zone CARRIERS - Carrier Name - Setup: Terminals (The bidirectional lookup of the field above) What I am trying to do: I would like to generate a report that shows all of the unique (distinct) carriers in a zone. TERMINALS.Zone CARRIERS.Carrier Name 1 CARRIERS.Carrier Name 2 CARRIERS.Carrier Name 3 CARRIERS.Carrier Name 4 CARRIERS.Carrier
How to combine information in a grid with 2 fields into a single column?
I need to put both the information from the drop down box and the information from the text box and put it into a single cell on a grid. how can I merge the information from both? Thanks, Fraser
Sub Form lookup field width
Hi, I have a sub form with a lookup field. When I view the sub-form through its parent form I cannot adjust the field width of the lookup field, how can I set it to be displayed wider? thanks
Application
Hi sir, I have created a sales application in zoho trial version, yet 1 day for that version . So i want that application in another user in trial version,Becoz i want to knw abt this application more .please help me to solve this problem
Look Up & Complete Fields
I have been trying to figure out how to use the lookup field where once the data is selected other fields from that database are also added. In other words, If I have part #, Part Name, desc & price. If i lookup part number, all other fields for that part will show up with it. Its probably right in front of my face but I cant find it.
Possible to copy a stateless form?
I know I can create a form using a Form as a template. Can I duplicate or clone or copy a stateless form?
Populate field value based on View/Report
I have 1 form, with 3 reports/views. If the user uses View A, I would like the value of Form1.FieldX to be populated as "Blah" If the user uses View B, I would like the value of Form1.FieldX to be populated as "Blick" If the user uses View C, I would like the value of Form1.FieldX to be populated as "Brack" Can I do that, and how?
Are workflows triggered on customer portal
Is "On Success" script triggered when the record is modified on the customer portal?
Reg retrival of data
Hi all Am new to zoho and actually planning to create a APP for my business and have been working in that for days and have lot of query now.so came here for help q.1 I need to how to populate one look up field with data, which is actually not in this form already for example LET FORM-1 have a field called GC number Let FORM-2 have a Look Up field of FORM-1 with GC number. Here i want form-2 lookup field to display records which is already not entered in form-How do i do that. Q.2 In one form 1 ,
How to prevent hackers?
I am publishing two forms and embedding them in my Google Site (soon to be made available to the public). I want to make sure I take all necessary measures to prevent hackers from gaining access to my database. I am concerned that someone could insert HTML or other malicious script into form fields to break in. I considered using getAlphaNumeric() to strip all possible scripts but that would disallow me from using special characters. I noticed that if I try to input the HTML script <br> in the name
how to send a group email?
Hi, I'm not good at sripting. I need to send an email to all customers in my Customers database. How do I do that? Please do not just tell me to use Fetch and Email scripts. Please provide details, as much as possible, best with examples scripts. Thanks
HELP
Hello I have a question, I want to add my total Subform "Recibo de Gastos" and add up the totals appear in the "Totalde Comprobación use is script is correct? Recibo_de_Gastos.Total11 = (input.Recibo_de_Gastos.Subtotal + input.Recibo_de_Gastos.IVA + input.Recibo_de_Gastos.Otros); input.Total_de_Comprobacion1 = input.Recibo_de_Gastos.Total11; for each order in Recibo_de_Gastos { if (input.Recibo_de_Gastos.Total11 != null) { input.Total_de_Comprobacion1 = input.Recibo_de_Gastos.Total11;
Stateless -> insert into FormA -> Field Actions don't happen?
A stateless form has script that inserts a row into FormA. Very cool. FormA has script in Field Action -> On User Input. But, when the data comes in via the Stateless Form, the Field Actions don't kick in. Should they? Or, do I need to fetch the associated values before I do the insert into FormA???
Zoho Calendar Delete API
Is there a way to delete a calendar event via the API?
can't make page private or limit to certain users???
i have been using creator for 4 to 5 years. i have always been able to share to certain users only the three items ( forms, reports and pages ( used to be html) . The new app builder works fine for forms and reports BUT DOES not obey my share for pages. No mater what i do ALL pages are public requiring no sign in????? please help?
Formula does not refresh
I have the following formula "LP." + Project_autonumber, where Project_autonumber is an autonumber field. when I create a record it works fine but when I subsequently edit the record the data value changes to eg LP.null any ideas why??? thanks in advance
Summary View with only 1 label
Is there a way to have the summary view, but only have the field labels appear once, frozen at the left? For example, if I have models of cameras, and I want to select several of them, and view them in Summary View (to compare the many features, side by side) Alternatively, is there a way to script a pivot view of the data, when it has non-numeric values? The Pivot Table doesn't work since the data being compared is not numbers.
Report Settings: tell us the Section
From the Report Settings General screen, I would like to know which section the report resides in - Without that info, I need to navigate to Settings->Section - and then search for the report name. Also ,for apps with lots of sections and reports, I would like the Settings -> Section interface to be easier to navigate; perhaps via tree component.
Next Page