Autopopulate CRM form field based on the selection made to an another CRM field type
Dear All, As we know, in Zoho CRM we can have an account which is possible to have 3-4 or more contacts. Lets say that in a form, I have two Zoho CRM fields. The first Zoho CRM field is an account based CRM field and the second is a contact based CRM field. My quetion is the following: If I choose an account in the first Zoho CRM field, is it possible the second CRM when I click the button next to it to show me only the contacts of this account (and not all the contacts which I have) for selection?
Can you show AutoNumber fields when the form loads?
Can you show AutoNumber fields when the form loads?
Creating a report (view) using data from tables in multiple applications
Our non-profit organization helps sponsor children in Africa. We have multiple applications set up to do separate functions. One application contains tables related to the child, school info and sponsors name. Another application contains tables related to the sponsors and their pledges, financial info. etc. Questions: - Is it possible in Zoho to create a report (view) in the child application that can display all the child/school related data plus access the sponsor table in the sponsor application
is zoho down?
I'm having an import issue and support is none existent. nothing works! I created a new form, a new application and now giving up.
Unable to see all user defined fields in bidirectional relationship
Hi Zoho Team, I have set-up a lookup field "Supplier_Item_Code" in the form "Create_Sample" in my database "New_Sample_Database". This field is looking at another database "Sourcing_Database" in the form "Create_Product" field "Supplier_Item_Code" and I have activated the bidirectional relationship based on ID field Now in my "Sourcing_Database", form "Create_Product", I want my users to see all the samples related to this product. I can display, "supplier Item code" and "quantity" from the form
Calendar disappeared
I am in Zoho Creator, and clicked EDIT THIS APPLICATION to change which fields would display when a calendar appointment was opened. When I finished making the change, I clicked ACCESS THIS APPLICATION to view the calendar again. The calendar had disappeared, replaced with a message that says We are unable to fetch this data, sorry! Please note that your data is SAFE.Report this problem to support@zohocreator.com I edited again to reverse the change, but the calendar is still missing. I logged out
Updating a column in one form from another in a form
Hi, I have a master table where the values of ModelNo, TallyID, SUPC Code are updated. There is another form called Tally Stock where there are 3 columns, Tally id, SUPC Code and Stock quantity. Currently these 3 columns are imported from excel, i.e. each and every time, i need to delete the existing all the rows and update it to the table with new values of Stock quantity, but the tally id remains the same. I dont use the submit functionality. Now i want to update the SUPC Code from the master
Is it possible to make a mandatory field, NOT mandatory based on a selection in the same form?
Is it possible to make a mandatory field, NOT mandatory based on a selection in the same form?
Cannot edit layout and theme
Shared to support: g.wheless/abis-new
nested zc-componentrs
I have a page that dynamically displays a form/view using zc-component This works well for forms / reports / pages - in most cases However when the target is a page that also contains a zc-component, this inner component is not rendered Is there a way to get this to work - or does ZOHO just not suporrt this type of 'nesting' ?
Change delete confirmation message
Is there a way to change the delete confirmation message in Report ? I would like to be more explicit as I will have to do other actions if the delete is confirmed. Many thanks ! Guillaume
Can I store a LOOKUP field from a form in a different form?
I have 2 forms/tables One form has Facilty Name, Address etc and the other form has Client Name, DOB, address etc. I want to be able to use the Facilty Name in form 1 as a lookup to populate form 2 and store it in a field named FaciltyKey. The 1st form only has 1 record per facilty and therefore it is the Master. The 2nd form can have many records for each facilty so it should be the child ( a one to many relationship) How do I store the value of the Loookup fiield in to the 2nd form?
New Addition: Record Level Security & Permission... Where?
I do not see this in my Creator and I am an enterprise user. Can you look into this for me? https://www.zoho.com/creator/blog/new-addition-record-level-security-permission.html
Record summary for edition?
Hi, I have been able to modify the view mode of my record item to my needs. How can I modify the edition mode of my record item ? Regards, Chris
Line Breaks in Multiline fields being removed in HTML views
Is there any way to get line breaks in multi-line fields to display when fetched from html pages. I keep running into to this issues over and over. Is it a known limitation that has no plans to be fixed? or a known bug that does plans to be fixed? Does anyone else have this issue and if so how is it handled?
Auto number
Does zoho creator provide for the ability to assign an "autonumber" for a given form entry?
Migration tool issue - Shared Apps not available?
When I use the Zoho Migration tool for Excel/Access to try to upload my Excel file to a shared app, no shared apps are listed in the "Shared Apps" dropdown within the tool. However, when I login to Zoho Creator using the same account and go to Dashboard > Shared Apps, I can see that the application is in my list of "Shared Apps". Is this a known Migration Tool bug, or am I doing something wrong?
Add number of days from a date field into another field
Hi, I have a date field called Date Valid SSI Submission Received and I need to add another date field called 70 Day from Application. I want the date field called '70 Day from Application' to automatically work out and populate the date 70 days after the date that is inputted into Date Valid SSI Submission Received. Please can you advise how I can do this? Kind regards
Sorry, we are unable to load the form
HI. It often happens that I have this error on my pages with zoho creator. "Sorry, we are unable to load the form. Report this problem to support@zohocreator.com" For example http://www.rossatogroup.com/prodotti/impianti-solari-termici/pannelli-solari/pannello-solare-piano.html
ISBN trouble importing
I am trying to import data from a spreadsheet that contains ISBN data. In the import process, although I have allowed for up to 25 digits, the conversion process seems to declare the values as single digit E power numbers.. it that why it won't accept the entries as numerical ??? The import process does work for digits less than 10,000 ... Should I declare the field as a string instead ???
Best way to share apps to clients
Hello, I am starting to develop apps for clients but I would like to know what is the best way to share with them so that they have full rights to add/modify data and test the apps. What is the best way for me to do this? Not sure if this matters but I have two zoho creator accounts. I have an older $25 account which includes 5 users and I also have a a newer Professional Single account. Some of my clients have newer Professional accounts in zoho creator and others don't have zoho accounts. Summary:
Report Views not available for users
I recently noticed that non of my users can create views when they are logged in. The report option only shows up for me as the admin. Not only that, the views that I created for applications , does not pull the right data because the view criteria is not available for the users. Am I missing something? I gave all kinds of permissions to the users. Can someone help please? Thanks Reza
Aggregate Sums within records on one form using a Formula field in a second form
Form Job has a Formula fields named Total_Labor_Hrs , Labor_Rate , and Total_Labor_Charges. Total_Labor_Hrs * Labor_Rate = Total_Labor_Charges. Form Log records the hours worked on the various jobs via a Look_up field named Job which looks up to the form Job; and also has a field named Labor_Hrs. Would it be possible to use a Formula field in a Job record to aggregate the Labor_Hrs from all Log records related to that Job? Would the expression below be allowed within a Formula field in the Form Job
Printing Record Summary cuts off part of the page
When selecting "View Record Summary" and clicking the Print button, the right side of the page gets a portion of it cut off. This is happening in Google Chrome, and happens across all my applications where i'm using a Record Summary. Is there a fix for this?
Zoho Creator entry level pricing
Dear Zoho Creator folks, I love what you offer with Creator and I am keen to try your advanced features now. But I am still bamboozled with your pricing. On the one hand I am invited to sign up for a $5/month/user deal. https://www.zoho.com/creator/pricing.html But if I'm already a subscriber per https://www.zoho.com/creator/signup.html?plan=25&users=1 all I see is $15/month/user. Am I missing something?
[URGENT] Integrate Google Visualization API (charting tools) with ZOHO HTML views
ZC currently doesn't support org chart which I'd like to add to my application. I've searched for other ways to render dynamic org chart and found a Google Visualization API (http://code.google.com/apis/visualization/documentation/gallery/orgchart.html) which can achieve my goal via a few lines of JavaScript. I tried integrating the JavaScript in a ZC HTML view but couldn't get it to work. I found later after reading a couple of posts in the forum that JavaScript is not supported in HTML views.
Remove the "View Record" link
In one of my report, I created a custom HTML page to display the record details. I have a custom actions that point to it directly. I would like now that my users always click this button and not the standard "View Record" link. Is there a way to remove it ? More generally, can I remove other options that are not useful for me ? Like "Print" menus or "View as" or "Links" ? Many thanks! Guillaume
Cannot pass an autonumber field from a report via an application button
I have a report for a table, for each record there is a button which triggers an application to send a field value to a form. If I set the field to autonumber (showing in the report) I get a null value. Setting the app to get the ID works. I really would like the autonumber field as I do not want the user to see the record ID in the report. Any help?
Can't add user, role, or profiles to manage security
I have a Standard Edition account. I do NOT see any of the menus or screens shown on these documentation pages Add Users or Creating Profiles or Field Permissions I do not even have Setup > Users & Permissions > XXX. as mentioned on all of those pages Under Setup > Manage Users, the + Add User button launches a form that only contains a field to enter email addresses. No invitation is ever sent to the email address. I've tried various addresses and checked spam/junk folders. In spite of never
Image size in views
I notice when customers download an app that has an image field in the View (report), the size of the image reverts back to it's original. In a View called Employees for example, users can upload images into the employee record and display them in the view. I set the view image size to 60x60 but when they download the app, the image field goes back to 100%. Since my customers don't have access to the code, can you propose a solution?
using a tablet
Hello I need to use a tablet for development my zoho creator application. What do you recommend between Android and Microsoft platforms? Thank you in advance. David
Action when decision box is unchecked
Hello- I have written an action on a decision box that adds a value to a currency field if the box is checked: if (input.Timestamps) { input.Rate_per_minute = (input.Rate_per_minute + 0.25); } What I cannot figure out is now to remove the value (i.e. 0.25) if the box is then unchecked by the user. Note that this is different than doing input.Timestamps == false because I only want to subtract that amount in instances where the box was checked and the user unchecked it, as opposed to situations
Web form
I have created a web form in Zoho creator and I want to be able to receive a notification by email when the web form is completed by someone on our website, how do I do this?
Can I Eliminate Bulk Edit Check Box?
My users can edit certain aspects of their profile, but only theirs. To make it easier for folks unfamiliar with Zoho, I have some help text that points them to where to open the edit Form. (see attached image). The first two users did not click "Edit", they clicked the little box, causing the "Edit" to vanish and leaving them stuck. Is there a way to remove the check box? Thanks.
zoho creator Chat Integration
How do I allow my creator user chat with each other ?
Deluge systematic learning
What is the best way to learn Deluge scripting systematically? I mean a complete textbook as a PDF file or a book from a bookstore... thanks!!!
Word Wrap/Table Width Styles in Creator HTML Pages
What should I add to the css styles of tables in Zoho HTML pages if I want to avoid having the text push the width of the page out to fit everything in one line? I just want to create a table (or div) that keeps the width of everything inside within the width of the page. Below is what I have now, but paragraphs of text in nested tables will push the width out and keep all the text in one line. I don't want to set a specific width, I just want the width of the entire table be at least 500px wide
Export and Import data forms with subforms
Hi - I'm not sure that I managed to figure out the process for exporting data and importing it to another app/form, more specifically having forms with subforms. I'll appreciate if someone can post a list that describes this flawlessly. Should I use the backup option? Should I export specific views data? what are the fields that I should select from the subforms? Should I use the migration tool? What settings should be selected to export/import? Do I need to copy formulas? It feels I hit a brick
Sub-Form problem executing a deluge script
Hello, I have a problem getting a deluge script to execute in a sub-form when editing the parent form. I have a parent form that contains a sub-form (master-detail relationship). I also have a deluge script that is intended to execute each time i add a row in the sub-form. The script executes well when creating a new record in the parent form. I am able to add as many rows as I need in the sub-form, and each time the script does execute as expected. However, the problem lies in editing the record
Email Templates
We just upgraded our account to the Enterprise account and now can't get any help from anyone at Zoho. I'm very frustrated!! The main reason we upgraded our account was to access your pre-made email templates as shown here: http://www.zoho.com/campaigns/campaign-editor.html. It says, "You do not require HTML or web design skills to build your email templates. The drag-and-drop editor makes it easy for you to design newsletters that suit your need." So far we've found this completely untrue. We have
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