Matching payments to orders: can someone point me in the right direction?
Hi, I work as a manufacturer's rep in the theatrical lighting industry. I've successfully set up a Zoho database to handle the "front end" of my business, i.e. the constant stream of purchase orders in my territory (all identified by a unique order #). Once a month, I get an Excel file of commission payments for that month (which also references the order #) I'd like to be able to import the monthly report and have it automatically reconcile payments with orders, but I'm really lost as to the first
Relationships (via lookup) in Zoho Creator
Hi, I have a question regarding Zoho Creator lookup. I'm wondering how relationships (lookups) are defined "internally" on Zoho Creator. It seems that lookup fields accept any arbitrary data type and not keys/ID's of the referenced items. If a field I specify as the lookup is "Name", and I point to that field in lookup, "Name" must be unique? How does this compare to standard databases which usually use a unique ID/key to creation relationships? Is this more comparable to say Access database? I'm
Query User's Group
If a user signs-in, then there should be a way to query the user's group affiliation. We can query a user's email, sign-in name, and even IP address, but not group. This would be a nice way to display messages on html pages for certain groups in the share module, or display view data based on groups. if (zohologinusergroup == "Building_23") { // display a message } Cheers, John Whitney
How do you sync info from a form into sub forms in individual records?
I have created a form where I can keep track of individual client records, their contact information, etc. I have also created a separate form where I can input client hours and services each time they visit the office. I would like to add this second form into each clients personal record form. I added it as a subform however this doesn't' sync the information added to this new form. Each time an existing client comes into the office I want to be able to add their name, the date, and the services
Auto Population of values in Plain Text Field
We are familiar with doing auto generation in drop down fields in Zoho Creator using Deluge Scripting We need to auto populate the values in "Plain Text" field type instead of a Drop Down. Look up is being applicable only for "Drop Down" type. How can this be done?
How do I make the Sub Form look like the rest of the form?
Hi, I'm working on my first application and I've included a sub form in my main form. The sub form appears to in a table view and scrolls off the screen to the right. This make for a very bad UI. How do i change the the sub form so that it appears as the rest of the main form does? I've read through the manual/quick start guide and the searched the knowledge base and cannot find the answer. Any help is appreciated. thank you, Larry
URL parameters for Calendar view?
Hi, I'd like to display a calendar view in week mode showing a specific date range. Is there a way to do this? As an example, I'd like to be able to show only the week 6/1/2013 - 12/1/2013. It would be good if I could do something like: https://creator.zoho.com/ahatton/kidsoccer/#View:Coach_Availability_Slot_View?mode=week&start_date=6/1/2013&end_date=12/1/2013
ZOHO Creator
How does zoho creator work? what if I want to make a computer application or a phone app?
Action on Add Row for a sub form
Hi, When adding a row to a sub form, how can I asign a value to one of its fields using information in the curent form? There is an option to do actions "on Add Row" but the problem I have is that it only changes the first row rather than the row being added. Below is the code I am using, which results in updating allways the first record of the subform.. input.SKU_Ultimo = (input.SKU_Ultimo + 1); SKU.SKU = input.Numero + "." + input.SKU_Ultimo; thanks for your support...
Houston!! I have a problem
Hi guys. I'm new with Zoho and i've made some HUGH errors. I have 2 forms. Form 1 - Portfolio Brand: Dropdown menu Model: Text Field (no duplicated values accepted) Form 2 - Sales Date: Date value field Brand: lookup value from FORM1 Model: lookup value from FORM1 (with a criteria that dependingo on the Brand you will see Model) Now, the problem. I've beenn updating form 1 - Portfolio, and as it was easier, i've deleted all the values and recreated them. The problem is that now, all the registries
HELP!!!!
HI, i want to know if it is there any way to selecta dropdown menu depending on the user that is creating the record. What I want is to add a field where i can see the Complete Name of the user that saved that record. This is because USER names are really strange, so i want to create something like: If username == "jd2012" then Owner = "John Doe" So, i can create a list of the users witrh the correct name, but i want to know if this is possible! thanks in advance Pablo
is it possible to create a dynamic "price engine" in Zoho Creatotr?
Hello all, I would like to know if it is possible to create a dynamic "price engine" in Zoho. I have a list of prices that we use in our company and I would like my users to be able to find the most suitable price based on 4 criterias, namely: Location, Type of Product, Age and Product Extras. I have all these information stored in a view and would like to have a search form that lists the products based on their prices. Is this possible in Zoho creator? and if so would some one kindly let me know
Reference data from forms in other applications
I know you can reference other applications for lookups as well as calling user defined functions. Can you reference other form data in deluge scripting? eg for each test_record in application1.Form1 { //Do stuff in application 2 } Will this be added in the future?
Newby question :)
First of all, hello to everyone and thank you for reading my post. Here is my problem: I own a martial arts school and I am trying to create a database in which i ll be able to keep track of my enrolled students and their monthly payment status. Up to this point I ve created 3 forms, a registration form, a payment type form (different types of payment, monthly tuition fee, private class, school accessories etc) and a final invoice form which takes the name of the student from a dropdown lookup function
Using Scheduler & forms to move data
I wish to move data in a form from a tab in a view called 'A' to a tab called 'B' can anyone given me a heads up on possible script to do this thanks
I want to disable the add / delete items in a subform. How I could do it?
I am charging the information into an specific sub-form in advance, since the date is already uploaded I want to disable or hide the posibility of add items or delete items into the subform. How could I do it?
formula field in week
Hi there, I have a field Idate and Fdate which is initial date and final date respectively, I want to calculate Fdate - Idate in order to get the duration in weeks, how can I do this? Thank you very much
How can I set hierarchy based view?
How can I create some auto views based on user roles in creator? I know we can create a view which can be populated against current user id. But when there is multiple roles (not only admin and user) and different hierarchy, how can I set this type of auto view? Otherwise in case of new employee joining, every time I have to edit/create some criteria in a view to get the hierarchy wise view. Can it be possible using collection? Pls help. Sudhakar Saha Technical Consultant GoldenLion Consulting Services
Simple Formula Field Not Working
I have a formula field with it's value set to a decimal field - it doesn't display anything. Here's the details;I have a decimal field which is updated from a drop down field's on input event. I have a formula field which (at this point) should just display the value from decimal field. So it's formula is simply the decimal field name. It doesn't update. In the end I want to display the difference between two decimal fields (i.e. field1-field2) in the formula field. Am I caught in another "Catch-22"?
DateTime Control
Hi, I want to create a simple job time entry form. Job Name Start Time End Time Work Date and show the job hours and minutes on the form. The users would access this from their Android smart phones. This is the rub. The DateTime control is unusable on the smart phone I'm testing on. I can pick a date or click to make hours and minutes increase but decreasing them seems impossible as you can't hold shift and click. (Android 4 device - Note 2). Every way I've tried to do it without the datetime
Changing field type after data import......
I am creating a new form and decided to import the data from an excel spreadsheet since I had over 200 records. During the import the field mapping correctly shows the sheet and the data headers. I can choose the type of field. At first glance it makes sense to choose single line, but the field is for "manufacturer name". When the form is later used to create a new record, I would like the "manufacturer name" field to give the choice of selecting the "manufacturer name" from a list. I have another
Deleting Tabs in a view
From a form I created a view with tabs. How do I delete the tabs, I have gone to the extent of deleting the original form and yet the tabs still remain which seems like a bug to me any advice?
Exporting a view with more than 30 columns
Hello, I know that you cannot view more than 30 columns at a time. I assume that's just a limitation in the web interface, but at the very least, I think I should be able to export more than thirty columns to Excel because Excel doesn't really have a limit on the number of columns it can handle, right? So, do you know if there is a way to export a view with more than 30 columns in a view to Excel?
'On Edit, On Load' script not running
I have been trying to hide fields in a subform 'On Edit, On Load' with no success, while the same code in the 'On Add, On Load' works fine. So I commented the script out and just put the following in 'On Edit, On Load': //hide Action_Items_Subform.Activity_Name; //hide Action_Items_Subform.Activity_ID; //hide Action_Items_Subform.Name_and_Capacity; alert("hi"); Which should display "hi" when clicking the online edit command. Nothing happens. Then I found other scripts not running when online editing the
How to restrict repeated values in a lookfield of subform
Hi, I have a subform with 2 fields "Color" and "Thickness"(These 2 are lookup to fields in other form say F1). Now if i select one Color, all corresponding Thickness to that Color has to be displayed for 1 time. Say like, if you have records like Black - 3cm Black - 3cm Black - 3cm White - 2cm
You have been marked inactive by the administrator of this application
Hi, We just want to ask for help on how can we resolve this? We cannot see the details of zoho ticketing due to this issue. Please advise.
emailing records
Thanks for the awesome product! I've been learning as I go and am still getting hung up on some of the basics. I have a scheduled task, to send an email based on a date field in my new_purchase form. I would like to include the record with the date field that I am evaluating as a part of the body of the email. I have successfully sent the email, but do not understand how to get the record and place it into the body of the email. Also, is there a place in the documentation that defines all deluge
Track changes to a specific record type - Audit Trail
I am looking for a way to track changes to a specific record type. I have a shared task list where I want to have change-log/audit-trail of "Who changes What and When" This should work for: 1. single record edits 2. bulk edits Can anyone point me to a solution for this? Jaco
Dynamic pick list not working
Quick question: I've created a dynamic pick-list that updates based on the value of a another field (field_A). The filter criteria for the pick-list was entered during form creation. My problem: the pick-list updates correctly if I manually enter a value into field_A, but not if field_A is updated via a script. Shouldn't it behave the same in either case?. A more detailed description is in an unanswered earlier post. Thanks for you help.
Problem with XML to add a record to a table I have created in Creator
Can you please tell me if there is anything obviously wrong wit the xml below. <form method="POST" action="https://creator.zoho.com/api/xml/write" > <input type="hidden" name ="authtoken" value="**********************************"> <input type="hidden" name ="scope" id="scope" value="creatorapi"> <textarea name="XMLString" > <ZohoCreator> <applicationlist> <application name='moreland-umbrella'> <formlist> <form name='Workers'> <add>
user shared apps list not updating
I have had a couple of users report to me that their shared apps view does not contain an application that I have shared with them. I have tested this and can confirm that on one test account (where I have 3 shared apps), one of the apps no longer exists but there is still a link and the newly shared app does not appear. I deleted the share on the last viewable shared app and the new app and reinstated them and they both now appear. There is however no apparent way of deleting the shared app view
Are you sure you want to navigate away?
How do I script for forms that users have started to complete/modify that prevents them from navigating away to another page and loosing their progress? Something like... "You are about to leave a page; do you want to save changes?"
Working with subforms and related main form field
Hello. I'm new in Zoo Creator and i need help. I would like to write a Deluge Script and i have doubts. In order to track the daily tasks from every employee on my applications I´ve got a registration form called "Daily Report". This registration form has got a "DailyTasks" sub form from which every employee must specify the developed tasks (spend time, description of the work,...., and a last field where the employee can say if this task is a part of an open project). Daily Report Employee String
Event attendee database - total attendee tally field needed
I am hosting an event - each RSVP form asks how many people will be in their party in a number field. How do I get a total attendee tally? Any help would be appreciated. Thanks, coachbob21 ______________________________________________________________________________ Update - I figured out how to set up a "Total Attendees" report and it works great.
Error: Variable 'thisapp' is not declared
Hi, I'm getting a weird error message when trying to use a custom function in the OnLoad script of a stateless form: "Variable 'thisapp' is not declared". The form is https://creator.zoho.com/ahatton/form/278/3/scriptbuilder/# and I have allowed edit access to support. The code I'm using is (and I generated this using the script build to make sure): prefix_str=thisapp.child_registration.getPrefix(input.child_number); and the function declaration is: string child_registration.getPrefix(int child_num)
Get me started Please
Hi, Just set-up Zoho CRM and works great. Now trying to use Creator to solve Quoting system and I don't have any coding experience although fairly intuitive. Can somebody help me solve a script to get me started. I have a form called Materials with a field called Product_Description and Product_Std_Cost In my current Form called Modular Component I have one field called Material_1 which is a lookup of Product_Description field in the Material Form. All fine up to here. In my Modular Form
Fill in parts of a form for the client
Hi, I am new to Zoho, so apologies if this is a basic question... I want to create a feedback / evaluation form that I can email to clients following a product launch or show, but I would like to fill in parts of the form for them, i.e. their name, the dates of the event, the name of the activity and so on - is this possible? And if so, how would I do it? Many thanks in anticipation of your help. Mark
All data is gone
Hi, I changed a field in a form and all data seems to have been deleted from the Creator app. What is the problem and how do I get the data back?
Using Lookup but eliminating entries from new list
I have an app which my sales team logs their sales into. Their is a field named "Order #" on this form which is a unique number. I have a follow up group of employees who follows up on sales from the previous week. I have created a second app for this group and am using the lookup field to import the "Order #" from app 1. I am able to use deluge to filter out all sales older than a week old, and to select based on the country. But once the customer is contacted and the form is filled out (by
Trying to hide a field
I am trying to hide two checklist fields on Load in a stateless form. The code I'm using is : AvailDate = Availability [((Date_field > zoho.currentdate && Number_Available > 0) && Appt_Date_Scroll != "")] sort by Combined_Date_Time ; appt_test:ui.add(AvailDate.Appt_Date_Scroll.getall()); hide Select_Room_s; hide Select_Product_s; When the appt_test field gets the data from the other form, the two checkbox fields appear. Any Idea's? Thanks!
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