Exporting creator files to word templates
Hi I was wondering if there was any way to export information from the database creator to a template or word doc that I have created. Like what you can do with mail merge in excel. I primarily use zoho creator but am willing to incorporate zoho docs if need be Thanks Chris.
How to reload a stateless form with updated data
I have a stateless form with 2 fields. One is a key of a form. The user enters that field and clicks a button on the stateless form. This button retrieves the form using the key, and copies a data-filed from the retrieved form into the second field on the stateless form. What do I need to do to show this second field to the user? The <reload> function basically refreshes everything. Any suggestions? thanks Henk
Duplicate record summary
Hello there! Is it possible to duplicate a record summary? We have already created a nice record summary ready to be printed or exported as PDF and we'd like to use it as a template, removing or addings specific fields and headings for each custom report. Thanks in advance.
Pull field from another relationship
In our database, there are many "contacts"...some contacts are "clients", while other are not. It is a one to one relationship, but I didn't want to combine the two forms as that would leave many empty fields. Instead, I created the CLIENT form that contains a lookup box that pulls the name from the CONTACT form. We also have a form called CASES, where a case can have one or an infinite number of clients. I added a lookup box to that, but I cannot show the name field from the CONTACT form, I can
REST API criteria in update request
Hello, I've tried to update my Zoho Creator View by using Email as criteria. $criteria = "Email=$user_info->user_email";The response is a failure, with the following response : update: {"formname":["User",{"operation":["update",{"newvalues":[{"WP_ID":"135","WP_login":"f","Origine":"wordpress"}],"criteria":"Email = f@mail.com","status":"Failure, No Records Found With Specified Criteria."}]}]} f@mail.com obviously exists in my zoho creator view, and a test based on another criteria ( WP_login ) works.
Removing the currency symbol in a formula result
HI, I am calculating ROI which means I am constructing a ratio between currency values and time. My results are showing as $5.10 months. Any simple suggestions for removing the "$", other than redoing it all as decimal? Thanks, PM
Customer portal and pictures
Dear team, For a project I am working on for a customer, I am having some questions related to the announcement on the blog about customer portal. My application will be used by operators in the field. They will therefore use Zoho Creator on their Android device. We would like to be able to add pictures as attachments to a form. This is because they want to have proof of delivery and install done with customer. Is that currently possible? My customer would like to show these pictures to his end customers.
Send Todays Tasks by Email
I have a built a tasks app, I would like to make it so that on the due date tasks are emailed to the relevant person. I am trying to add a schedule using "Workflow" and the "Schedules" and the "form schedule". I have done it all ok but if I click execute to test I get a message asking which task ID. In the "What to do" page I have it set to filter tasks that fit the criteria. Below is what I have in the "message" of the "When to do" page but when I click execute it asks for a task ID. That would
Attaching images and file size restriction
we are on the enterprise plan and have close to 44 users and run 90% of our organization on creator. most of the employees are on the field and they use customized forms that require them to attach several photos on certain forms but some users can not submit and its always hit and miss because the smartphones take these pictures at high quality and some phones do not have the capability to downsize. we have full time developers and coders in our company and we hit a wall here and its creating major
Month should adhere to standard Calendar months (full name ONLY)
hi, i want to give input month which should adhere to standard Calendar months (full name ONLY), please help
Users unable to view HTML page
I have spent some hours (and had a LOT of help from Herb Wexler) building an HTML page which displays a compiled view of information held on 15 tables within my database. The html page is run through an action button in one of the views. I have shared the page out to all domain users. Until now, myself and the developer have been running the html page and printing off the records, but we are ready to train users and hand this application over to business as usual. Unfortunately, when a user selects
IF statement -- Date == NULL Error.,
HI, I am facing null error on the below 1st line (IF statement). All 4 fields are of type Date. if((((input.From_date == null) || (input.To_Date == null)) || (input.From_mon == null)) || (input.Date_monto == null)) { Execute; } Else { Execute this; } Let me know the solution.,
Conditional if statement in scripting
What's wrong whit this script? Or what else can be wrong? I always get back the FALSE value, 200.0, regardless the input. input.Painting = if((input.BWS < 40.0),2.0,200.0); I have the sensation that the input.BWS < 40.0 has not be considered at all. Do you have some experience like this? (the input.BWS in the <boolean-expression> is Look-up field, with an applied filter, so it is dynamic) can it be a problem?
View Image without login
With Zoho Creator API, image fields are returned as HTML tags with src being the image URL. However, loading of images uploaded to Zoho database requires the user to have a valid session. I am building an application which requires public access of the uploaded images. Is there a solution to this problem without making public my view? Any help will be much appreciated.
Mail Suite Contact Data Entry through Web Form (NOT CRM Contacts)
Hi, I am trying to find out if I can make a web form that can be used to enter contacts into the zoho contacts that are part of the zoho mail suite (also accessible at contacts.zoho.com). VERY IMPORTANT - this is in reference to the contacts in zoho mail suite - NOT in CRM. I did see the webform for CRM contact entry, but we are planning on using zoho primarily for email and possibly campaign purposes, and while CRM's functionalities are impressive, they are not applicable for our purposes. While
Passing value through open URL not working for me.
Im using the following function on each record in a view. This function opens the edit mode for the record and I want it to set the field "edit_design" equal to "Yes". trouble is when i use the function the edit_design field is not set to Yes. What is wrong with this function? The field "edit_design" is in the form Purchase_Request_Form and is a drop down menu with values "Yes" and "No". Im sure this is something simple but i cant seem to find it. Please help! void editDesign_upload(int ID, string
Report for loop Syntax
I'm trying to construct a report that's to the value start date between the first and the last date of the current month. I know that I can do this through a filter but I'd like it to be coded so that I can ahve it be emailed list Report_Example { displayname = "Report Example" #show (for each TimeSheet in Time_Sheet [Start_Time > zoho.currentdate]) ( Employee_Details as "Employee" New_Company as "Client" New_Project as "Project" Start_Time as "Start
Open source fonts
Is it possible to use open source fonts (e.g. google fonts or icon fonts) on html pages? Thanks.
Customer Portal Limitations
Can you please tell me the limitations of the customer portal? For example, if I buy it as add on can I use it in all my zoho creator applications (I have 8) or I have to buy it separately for every application?
Attach multiple uploaded files from subform in email
I want to attach multiple files that have been uploaded in a subform to a particular record in my email. The code im using is below, I know this is close but it doesn't seem to work when i put the variable holding the files uploadfilecvar into the attachments :file: part of the email. If I use attachments :file: file.File_upload then only one of one file is attached. How can i get this to email all of the files attached to a single email? If i put sendmail inside the for loop then it will send
how to create a label on the form
Is it possible to create a label on a form, as we could do when creating a form in Access ? For example, I would like to have on the right side of a field the format the user should follow to type the data in. ex: 99.999.999/9999-99 Thanks
can you please help me to configure field actions to accept fiscal year between 2010 to 2020
hi, i have field which take fiscal year input between 2010 to 2020 how can i write code for same
i want to give uniqueness to combination of 4 columns
hi, i have 6 columns a,b,c,d,e,f ,but i want to add records with unique combination of only 4 columns a,b,c,d please help
can i set delete option for uploaded data within mail
hi, can i configure mail filed in such way that when i upload data mail sent to given id with delete option for uploaded data. please help
Creating custom PDF
Hello guys, I've got a question about creating custom PDF file. I need an application that will print me a PDF file using standard scheme (created by me) and data from my database, created in Zoho Creator. The tricky part of this app is that I need an interface that will allow me to choose the particular records to be printed. How can I do this? Does anybody have any script of such an app? Thank a lot. I'm looking forward for your answers.
Print records with one record per page
Hi - I have a list of projects and I would like to print the "in progress" ones with ONE record per page. I would like to have a sort of a form per page, with all information related to each single project organized in one page. For example Project basic information at the top (name, id, manager), in the middle project description and notes field and at the bottom my status information. In this way, we can review each project by page at our weekly status meeting. I can't find a way to do that.
iFrame vs JavaScript embed of Report to show All records?
Hi, I am trying to embed reports in my website via "IFrame" so that the user has the "search" & "sort" options. But no matter what I try, it will only show the first 10 records of the report and is using "paging". I want the entire report (all records) to show, just as it does automatically if I use a "JavaScript" embed method instead. Unfortunately, when I use the JavaScript embed the user has no access to "search" or "sort" options. I would actually prefer the JavaScript embed, if I could get
how to auto populate rows into subform from another form?
I have the following forms: Main Files (subform) Upload Both forms Main and Upload have a Subform linking to the form Files. The form Files has a bidirectional relationship to form Main. A custom action in the records of the form Main opens the form Uploads which contains the subform Files Both Main and Uploads are none stateless forms. Currently when you click the custom action and submit the form with subform Files the records will appear in the Main form when you edit / view the records. I want
Printing groups in a list separately
I grouped some records in the list view and I need for them to print out individually for a payroll application I developed. Is this possible without exporting the list to Excel?
Help with building our Zoho Database
We are using Zoho to manage our contacts currently, but as our database is growing we need to be able to develop the fields and segment more easily. Is there someone who can do this for us ASAP? Please do get in touch. Hannah Robb
Updating Records using a custom Field as identifier
Hey, is there a way to update a record by a custom field? I don't want to use the id or the email-address for that. Regards, Jan
Help to create
Hi I am looking for an expert who can create for me. I am not very great with technology but starting a small business and zoho have advised my requirements can be met but cannot create for me. Anyone who can help, would be great ;) Please do get back. Thanks Adib
Inner Join in Creator
I have not found definitive answers in review of previous topics... I have a set of forms in Creator. They are like the classic teacher / student / class relationships. One form is the teacher and class pair. The other is the student / class pair that I need to write a new report using an inner join. I want to read each teacher record and join to the student record using the common class field. Are inner joins possible in Creator?. Must they be sub-forms? If so what is the script look like
Can't create lookup relation to a dropdown box?
I can't seem to create a lookup field to a dropdown field on another form. Here's a very simple example of what I'm trying to do: I've created a test application with two forms. Form 1 has a single dropdown box with three choices in it. On Form 2, I'm trying to create a lookup field where the lookup relation should be the dropdown on Form 1. I can't however choose the dropdown field from Form 1 -- it simply isn't an option. Am I doing something wrong, or is this not supported? Is there another way
want to know how to use webservices
hi i want to transfer data from zoho creator database to our company personal database with the help of web services,can u please help me for the same..
Multiple Paypal Accounts in Same Application
Can I tie to multiple Paypal accounts in the same application? Note: not the same form, just the same application. I'm building an app for member registration for different entities within the same organization. Each entity has its own bank account and thus each wants its own Paypal account. It would be easy for me to build the application so that each entity has its own specific member registration form. I could then put the correct Paypal Email ID in each form. Based on the fact that each
update creator's entry via email/webhook?
hi via workflow customers receive entry data in manner "if this than that" and via email they can reply "accepted" or "rejected" in email subject / message body there is for identification unique zoho creator's entry id how can i via customer's reply update currect entry status? first variant - work with reply email and via entry id update entry second variant - i can make email-to-webhook and via webhook update entry question - is there any possibilities in updating zoho entries via email / webhook?
hi i want to crate XML api ,Please help
i am new to Zoho, please tell me how can i create XML Api to add records in zoho creator i refere links "https://www.zoho.com/creator/help/api/xml-rpc-api/zoho-creator-xml-rpc-api.html" but using above code it gives error 8293 -form name invalid please help
Custom Image / Icon and Header Text for HTML Views Without Having to Custom Code the Entire HTML View
I worked out a way to add custom icons/images in the header of your custom app/html view. So when you create a webtab in the CRM your custom app looks just as professional as the standard zoho apps I.e. Potentials, Contacts etc Here is how to do it. Create a HTML View and embed the associated Form View. Add 2 div tags before the div tag with the main zc-component, and you have your own custom header. Note you have to set zc_Header param (shown in example below) to false so there are not 2 lots
Issue with gmail and sending form data by email
I have a form that can accept data by email. So I decided to test the Form Alias Email ID. In gmail I set-up the form's email for forwarding. Gmail requires verifcation of this by sending an email with a code. I had assumed it would arrive in the form where I could find the code. It never arrives. Just to make sure, I set-up forwarding to another email account I hold and the verification code arrived instantly. I'm suspecting that ZOHO email servers are misdirecting or blocking this email. The email
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