Get Related Record Count and Display in Parent Table.
I have a table called "Contacts". I also have a table called "Pets". I want to display the "Contacts" table with a field called "Pet Count" which would display the number of related records in the pet table/form. I have an ID field linking the two tables. Contacts.ID = pets.Contact_ID. I would like my table to look like this: First Name | Last Name | Pet Count I know that I have to either use a formula field or a script that will set the Contacts.Pet_Count field with the related record count,
Updating lookup
Can someone help with a bit of coding please? I have two forms - 'Postcode Lookup' and 'Job Booking'. The 'Postcode Lookup' form has just two fields, Company and Postcode. There are approximately 100 companies in the data, but only 10 or so postcodes. On the 'Job Booking' Form I have a lookup field which searches the Company data and if it exists, populates a Postcode field on the 'Job Booking' form along with the Company. There is also an option to add a new company if it doesn't exist. As many
Creating multiple almost identical records in a form quickly.
Hi, First of all thanks for creating this user friendly and easy to database management tool. I am a pretty inexperienced user when it comes to databases, but the needs we have for our office is not that advanced. The problem i am currently facing is to reduce the time it takes to create some records. Our company are giving out small boxes to measure the radon levels in residential houses. Each box has an unique ID that needs to be searchable and indexable. The form is going to look something
Email by changing the content dynmically each time by Using Custom Actions of another form or view
Hi, I have a question related to Email by changing the content dynmically each time. I need to send Email to the selected email id's in a field of a view, As if a select the option to send email that shoul be routed to a sub form(which has all the options a email page does have) where the... To: will be all the email id's selected(email id's should be copied from the master view) Sub: which i can dynamically write each time i sent the mail Attchments: If required. Body: body of the mail(can
[App_Table_Configuration] Duplicate Entry "xxxx" is not allowed as duplicate . . .
I went to switch a "Single Line" Text entry field to "Import Data" and configured all of the parameters including '"Show Link" and "Enable bidirectional relationship" and so forth. But now I'm totally hung up with an error being generated that says: [App_Table_Configuration] Duplicate entry '1262029000000082829' is not allowed as duplicate entries already exist. I cannot find any duplicate entries in any of my forms or in the Imported Data. Thanks to this interruption, I've lost my place in my scripting
Link Apps each other-Zoho Creator CRM
Hello I created 2 apps forms wich works extremeley well, but later i found out in the Market place app a zoho creator CRM, Now i want o include this 2 apps and connected to thiz ZOHO creator CRm app, Anybody has a sugestion how to connect Apps or Forms ? Thank you
Colorise Calendar view
Hi. Is it possible to colorise the items in a calendar view by certain parameter? Like conditional formatting in excel? I found an old post about this, but this was 4 years ago. mayyyybe there has been some change in 4 years regarding this topic? If not possible to colorise, can I somehow "export" the view in google calendar? I have a lot of information to visualise in a calendar but certainly the application looks odd when trying to show too much records:
Custom HTML form view url parameter passing
I have a Form with View "Tests". It contains a "Project" lookup field. The "Project" lookup field is set for dropdown as import from ID (I want to use ID's for unique values). The display type is set as the Project name in "advanced display". Now, when I want to display form view like this: <div elName='zc-component' viewLinkName='Tests' params='zc_Header=false&zc_Summary=false&zc_EditRec=false&zc_SecHeader=false&zc_RecSelect=false&zc_Footer=false&zc_ColMenu=false&Project=<%=Project_ID%>'>
Search for a customer in ZInvoice via API
Hi All, @moderators, If possible, please allow this to be posted across multiple forums - Zoho API - Zoho Invoice - Zoho Creator ( on using ZC-ZInv Integration) Recently, I have been working on the ZC ZInv integration for a client The idea was to generate an invoice (from ZInv ) and send it to the customer via ZC- Form submit. I understand that the pre-requesite for generating an Invoice via ZC (or any other app) is to have the customer info already present in the ZInv settings. So, it is only
Cannot save script
There seem to be some issues as I have searched throughout the forum for this topic, but I am still not sure what to do. I am trying to enter some very simple script for the 'on update' event of a form field. When I hit the 'save script' button at the right lower corner, I get a message in green that says 'script generated'. However, when I leave that page and come back to it immediately, I find that the script has not been changed. I have, at times, been able to save changes, but cannot figure
view custom action act on all currently selected view items via the checkbox
hi, i want to work on all the records that have been selected in a view using a custom action. how do i get to the selected items in my custom action function? thanks
Fetch and set variable. Please help
Here is my scenario, I have one form called Palo Alto Records and it consists of Phone number, business name, and address. The second form is called sheet1 and it has Phone number, Phone number status, New Phone, business name, business name status, and business name, address, address status, and new address. In the Palo Alto Records form I have imported many business phone numbers, names, and addresses. For the second form I want to be able to put in the phone number and have the records from
Day of week help
I need expert help please Take 2 Fields Date... Day... How do I tell my Day Field to put the day of week based on my Date field Thanks
relating a form to many forms
I'm working on a farming application. Lets say I want to store transaction details of an "Inventory" that might be a child of a multiple types of "Planting", or of "Receivings", and become the parent of more "Plantings", "Packaging Runs", or "Wastes", for example. Inventories must also be able to parent other inventories so that lots can be split and combined. But I don't know in advance if my Inventory is going to becomes seed, or be sold, so I can't have a different Inventory forms for each type,
New User - Database Novice
Hello, I'm new to Zoho and very, very limited Database experince. I want to create a Simple(?) database to manage Staff & Equipment, Possibly later a Help form based on the Staff & Equipment. I have a good idea on where to start.... But before I even start I'm confused? I have created an Account for me, I assume I'm the "Full Admin"?, But can I also Develop? I have read some posts about problems about people creating in the Personal Workspace vs Shared I think? How do I avoid this, I want
Execute deluge upon login?
Does anyone know if it's possible to execute one or more deluge scripts upon startup of login of an application? For example, some of us maintain a users table in which app users can update some basic profile information or application parameters. If their record is not yet in the table (i.e. Added_User==zoho.loginuser), I would like to insert a new row transparently upon login. Thanks, Jeff
Product Order Entry Sheet
Hi all... first off, Creator has a lot of potential! Please continue with your efforts! My question -- I'm looking to create a simple product order entry sheet which lists the products available, then has a text field next to each product line for the user to enter a quantity. When complete, the database will be updated with the products and quantities of each line where the user entered a quantity. Any product line where the order quantity is blank or zero will not be added to the database. Any
Populating data from another field
Hi All I'm trying to populate a simple new form with just three fields with data from another. I've have followed this thread: https://kbase.creator.zoho.com/records/populate-one-form-with-data-from-another-form but I just get errors along the lines of - { expected where temp - The first Field in the new form is a lookup field which relates to a 'Job Number'. When the user chooses one, I'd like the Client and Contact information to be displayed. What is the best way to achieve this? Thanks Nick
Populate yes/no response from link in email?
I have a table that contains event staffing information. I would like an email to go out to the volunteer when I assign them to the event. In this email I would like to have a message followed by a simple: Can you confirm your attendance? Yes or No When the "Yes" is clicked, I need to have the "Confirmed" check box on the record selected and automatically saved in the table. I don't care if the form displays or not (preferably not). Is this possible? Has anyone done anything remotely similar to this?
Referencing different table field from lookup field
Hi there. I am loving zoho creator but have a question. I have a simple form called 'task' used to input some data. One field called 'employee_name' is used as a 'lookup' field to select an employee from another 'form' containing employees and some of their info (phone number and email). Within the 'task' form I would then like to store the employee's email address in order to send him a message 'on add' or 'on update'. I would reference the 'employee_email' field using the same primary key that
Multi-view Export to Excel
It would be handy to have an option to export multiple views to a single Excel file with tabs for each view. Currently multiple Excel files must be manually merged to get this. Cheers, John Whitney
How to reference old status of dropdown field?
How to reference old status of dropdown field (that was just before user input)?
AND / OR Operator - Please help
Below is a my ON VALIDATE script for a form that I cannot seem to get working. if (input.production) { } else if (((input.section = "Processing Specifications") && (input.caliper.toString() = "")) || (input.pulp.toString() = "")) { alert "Please complete the rest of the form fields"; cancel submit; } else if ((((((input.section = "16 oz Random Sliced Sample") && (input.extraneous = null)) || (input.foreign = null)) || (input.discoloration = null)) || (input.spots
Can i use an multi-form report
for example. I have restaurant winth dishes of two foods each. Therefore i have to create three forms: 1. "foods" Contains fields "name"-txt and "price"-currency 2. "dishes" Contains a field "name"-txt, fields "food1" and "food2" which are lookup links on the foods.name 3. "sales" Contains a field "dish" which is lookup link on the dishes.name and a field "number" is integer. i want a report which can show me a total data where number of sales is multiplicated with price of foods smthng like (sorry
Max file size for "file" field
I tried to add a file to a form. The file size was 7M... it failed to upload? I read somewhere that the file size limit is 10MB each?
New User - Making Progress - Need Help = Unique ID and Relationship
Hello, New User - A Real DB Novice. I have created 2 tables 1 = "People" 1 = "Assets", the forms appear to work fine, 90% complete. I have 2 questions? 1. I need to create a unique UID 4 digit, sequential number starting at 1000 on my People Form. So when I add my first record in Form Unique = 1000, next 1001, next 1002 so on..... I have searched and seen some example creating new form with 1 field and some script on success?? Is there no easier way?... I'm very new to this
Medical Encounter Form
I need to create a form to document patient data,but one patient at a time. I do not need to create a database. I need to view the form in an easily readable document, like Word or PDF. I then need to email the document to be included in an Electronic Medical Record. I also want to export it to be included in Zoho Creator or Projects. Thank you
using the Adminuser varible
I have an application that I have set up a form to view only the loginuserid as a variable. When I set this criteria in the form field, it also locks me out of editing anything in that form base on the zoho.loginuserid variable. Since I am the admin, shouldn't I be able to edit and view all records in the application? Is there a way to tell the application that I am the admin? The form has an Employee ID field that the loginuser can only fill in their ID. Since I am also an employee, my own ID appears
Upgrade / update path
Hi, Any suggestions or tips regarding how to manage two applications / versions: 1. "development" and 2. "production" scenario. I know Zoho Creator has no such facilities but even a valid manual process will be grateful. Eventually the "production" application should have all its files in their original place too. Many thanks for sharing your thoughts with me, Regards,
Custom domain for zoho creator app
I am creating an app for the workplace of a large company. Unfortunately, it is like working for the government and I cannot convince the enterprise security folks that zoho does not pose a threat to their security and they have banned the zoho.com URL via their firewall. So I am considering whether or not I can use a private domain access to zoho in order to access a creator.zoho app. I believe that if the app were accessed through my_domain.com in some way that things would work. Am I understanding
I'm looking to add a function to calculate/update customer balances in view. Can anyone provide sample code?
Hey everyone, My application tracks customer balances against payments that come in via both cash/check and Creator's PayPal API in this view: It updates automatically from "submit/success" actions in the payment forms, but occasionally payments are misapplied, thus requiring edits that do not automatically tally (along with other small miscellaneous issues) This issue is currently is solved by simply clicking "edit" on each record, because the following "on edit - on load" script executes each
Criteria Help
Hi All Fairly simple one I think... I have created a lookup field on a new form. I want to set a criteria so it only shows values from records that are invoiced. i.e. I have a form with lots of field, one of which is 'Invoiced?' - simple Yes/No. On the new form I want to look up the those records, but only show records which have the Invoiced value of 'No'. The lookup is a different field by the way, not the 'Invoiced' one. Hopefully that makes sense? I'm not familiar with Deluge, so what do I put
Can I do a lookup on a lookup?
I have a database of client names. From that I have a lookup field on another form, with the ability to add new clients. I would like a third form with a lookup field from the lookup field of the second one so that I can populate the data from the other fields from the second form. Is this possible? Thanks Nick
Archiving Projects
Hi I have a Form which is my 'Projects List' I can create and Manage my projects but once the project has completed its lifecycle I would like to 'Archive' that project(Record), I have seen posts on how to move the record from one view and add it to another but if i do that would'nt my lookup fields in my forms still see the record as its still using the underlying Data? Should I just create a separate form with all the same tabs and then create a task that would move from one to the other? is this
Hide Column in View (Embedded Column)
I am displaying a view/table and need to hide columns. When I use "hideColumns=Contact_ID;Property_ID;Res_Unit_ID" it works fine, it hides the columns. My problem is hiding the embedded columns. I have have tried: "hideColumns=Property_ID.Address" but it stills shows the embedded column. I have also tried "hideColumns=Property_ID[Address]" but it stills hows the column. How do i hide the embedded columns? Thank you.
If statment in mail content
Hi, I would like to include if statements in our emails, so I don't have to replicate all our emails as the company expands. Something along the lines of... <p> Hi ${Leads.First Name}, <br/> Call us on: ${if (country=="uk") {alert("01273 000 000")} else {alert("+44 1273 000 000")} } </p> This will basically show our UK phone number to UK enquiries and our international phone number to everyone
subforms view only one linked field can be displayed
Seems that you can only show one field of a subform in a view is this correct ?
One to One relationship between two forms via lookup field - Strategy for no duplicates
Sorry, newbie question. I have two forms containing fields that relate to single jobs. My forms are divided by company segments (Engineering & Production). I can link the forms via a lookup field (job number) but I am having trouble because I cannot seem to figure out how to exclude duplicate entries in my second form. My Engineering form has the Job Number field set to no duplicates. My lookup field resides in Production form and is a required entry. Problem I have is you cannot tell if there is
executeXPath treatment of null value issue
Hi guys, I am developing an application which I am attempting to integrate / sync with Saasu using the getUrl action, however I am having trouble transforming the data into zoho where null values are present. I am new to Zoho and xml and have managed to get single GET and POST requests working, but I am having trouble with GET list requests. I have been searching the help info and forums hoping to find a discussion that solves my problem but have not come across anything that discusses this problem
HELP: ZOHO CRM with Creator - Linking DATA
Hi. I have been searching everywhere to find a solution to this problem however cannot find anything. When you have a look up, lets say in the "Lead Table" looking up a contact. The selected contact is associated to the Lead. And, more importantly with regards to my questions, the Lead is associated to the contact. So when the contact is selected, if you view details of the contact, you can see in the more details section, information about the lead. What I need to do is have that same relationship
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