Users creating their own account and login
I am trying to build an app for about 1500 users. I start with a private stateless form embedded in a website. Because the form is private the user is prompted to enter their account info (Zoho, Google, Yahoo or Facebook). See the first screen shot below. For the first time user I then want to use the share statement to share the appropriate sections of the application. But I don't know where to place the share statement. All that happens now is a message saying the user does not have access to the
More granular Sharing
I just started using Zoho Creator today, so I have a newbie question. Suppose I have a Stores view showing 3 stores and Inventory list for each store. Is there a way I can share with an employee of the store the inventory view but they should only be able to see the Inventory for their store location and not for the other stores? I'll appreciate your help and pointers. Thank you!
Logo Customization on printed Records
Hello, I am curious as to whether we have the ability to customize the logo which appears when printing the records of a form, displaying our company logo vs. the zoho creator logo? I appreciate whatever information you can provide! Thanks!
Staying logged in for the day - is it possible?
In a therapeutic setting we have many activities for individuals to choose from. We monitor their activity in 10-15 minute intervals. I would like to do so through a single form throughout the day that I can use the dropdowns to choose a list of a dozen or so activities. The problem is I want to tab over to 8 or 9 different forms throughout the day and mark these down using my tablet pc rather than a paper and ink clipboard. I think what I am looking for is a way for the form data to be retained
Creating a view with text fields
How do I display regular text fields in a view? What I'm trying to do is create a survey, and then have it generate a report based on how they answer the questions. So I have if statements depending on how they respond I change the value of the text fields. Problem is, I can't seem to get these fields into the view so that I can generate the report. I should note that I have these fields being hidden on load. Also, are there any other ways of doing this, seems a bit haphazard.
Displaying specific fields on webpage
I would like to display (embed) a specific field on a website on multiply pages (e.g. last name appears in multiple location on site). I know how to embed forms but...?
storing and retrieving data
i want to have a feedback form which i can send it to my own choice of people and i want to store the results of the feedback as well. how can i do this
For Each Loop values in Text Box
Hi, I have one form where all client outstanding list are there.. FORM A One another form is for Receipt Entry .. FORM B Generally I fetch the Invoice no from Form A in Form B using (for each command). Against receipt we select the Invoice no and on submit the Invoice no mark paid in form A. Now, I stuck at one point if some one give part payment of any particular Invoice then I have to manually modify the entry in form A. Is there any way where I can fetch the Amount of each invoice in Text box
Zoho Creator
Is it possible to set up an MySQL database on Zoho , and then manipulate it remotely from my desktop using MS Access as the front-end?
Application to manage magazine subscribers?
Hello, I am in need of a Creator application to manage subscribers to a magazine. The magazine has 1 and 2 year subscription options for both USA and International, so 4 possible subscription types. I would like the app to keep track of when a subscription expires and possibly email the subscriber when their subscription is near the expiration date. Is there a sample app out there that I could get a start with? I have searched but haven't had much luck. I could build this from scratch, but would
button for "approval / decline" and textfield "comment"
Hello everybody! I'm new. I'm trying to build an application that allows my colleagues to post requests for expenses. Once the requests are posted my boss wants to be able to approve or decline the requests and in addition to leave a comment to tell why he approved/declined. Putting in the requests and seeing them all in the "view" works just fine. I also put the buttons in the form. The problem: When I put in a a comment and press "approve" or "decline" nothing happens. How can I get the application
Variables and Functions in View Criteria
I am trying to be as forward-thinking with my application as possible. I know I won't be around to maintain it forever, so I thought that I could build a settings into a form: settings[string key, string value] I created a few functions so that I could access the settings easily: settings.get(key_) and settings.set(key_, value_) string settings.get(string key_) { return settings[key = input.key_].value; } void settings.set(string key_, string value_) { existing = settings [key == input.key_];
Bi-Directional Relationship With A SubForm
Dear all, I'm struggling with 3 questions for more than 14hrs and still i didn't get solved. So any one can help me on this?? 1) How to fetch records from parent form and update records in subform using Script. Example : Form - Orders SubForm - Products When i select a specific order all the products related to that order has to display in subform and when i save, that has to save to "products form" as well as in "products subform". Even if i add products related to that orders in
Create Employed Form
I'm new on Zoho creator and i Create i new Form for Employed Information and ID for increment ID Number. I did and work the Id Increment, but when I try to add a new employed i want to put the next id Number automatic on the Input with out edit.. Some Advice for this? Thank You.
creator email coding
I have a date field in creator that fires off an email when the date is added. How / what is the coding to get a request "do you want to send the email y/n" as sometimes I don't want to send the email and when I update any other field it also triggers the email a second time!
Best approach for handling multi-page form (with uploads)
Hi all, I am hoping someone might suggest an approach or workaround to meet these requirements. Last year,we used a long form with multiple subforms to have users upload various documents. This didn't work so well as in the midst of uploading various documents user would sometimes forget to add a field or two and when the form was validated the entire content of the form would get wiped out if any error existed. This caused many headaches that I am hoping to avoid now. So I thought I would approach
Can data in a View be formatted?
Is there a way to format data displayed in a View? As an example, I have a boolean column and would like only True values to display. For False values, I would like to simply display blanks. I do not understand how (or if) this can be scripted for a View.
Creator View Print As List Page Breaks
Is there any way to adjust the page breaks in a view when selecting "print as list". The default layout often breaks the pages through the middle of a row, regardless of the printer page and margin settings. Thanks.
Updating the database form Form
I want to know, how can i update a previously entered data from form itself not in view, for example if i have previously entered phone book database and when i enter the Phone No in form field, if it is previously entered then all the other fields must show related information such as last name, first name, email, designation etc, where i can make amendments and update it.
Self Relationship
Hi Support, Is there a way to create a lookup field for record within the same form (self-join)? For example, a large corporation may have many subsidiaries. Please advise. Thanks, egressmedia
I want to display two buttons in a view, and then depending on which is picked add text1 or text2 to texttotal.
Hi there, I am a Scotman living in South Africa and have just run across Zoho and it seems great! I basically am trying to write a way so people can draft their own legal contracts based on making decisions online (in this case 54). I have already got a form where I enter all the options (all 1 of 2 choices at the moment) and the question they need to answer. The data is entered. I now want to display just the question and a button for option 1 and a button for option 2. If they pick option 1, then
Embedded form login failure redirect
Hi, I have some forms embedded in a website. Users can only login in to one form. Issue I'm having is: If user enters their correct username and password but on a form they do not have permission to access, they are offered to go to zoho home. I have created the username and password for them as they are not using zoho, just my site. How can I ensure that if login fails or login attempted for form that user has no permissions, they do not get the offer of entering zoho profile page. I would like
OnEdit refreshing the ZOHO form
HI, I created a zoho form. I need to load that form in EDIT mode. For that I created a HTMLVIEW ,which opens the form in edit mode. And then I am using the URL of the HTML view in ONLOAD of the form. The issue is ,while loading the form in edit mode it is refreshing the form twice. That should not happen for me. Please suggest any solution.
script on case load success and case edit success is being wiped
Hi, is anyone else suffering from scripting being wiped from the applications when a new form is loaded on success and then edited on success? It appears that mine started doing this a few weeks ago, and the script is there in the versions, but it just wipes it when you save it. Zoho appear reluctant to comment or deal with this issue despite my calls and emails to them and them acknolwleding there is an issue. Obviously this is now business critical for us and Zoho appear not to care?
Get quote products from CRM
Hi! I try to get quote's products with such code: response = zoho.crm.getRecordById("Quotes", <quote_id>); and then it's not possible to access field "product" as a list, because it's a String. Such code: products = response.get("product").toList(); is not working, it simply breaks a string into parts by commas. How can I access products correctly? UPD: And how then to update existing products? If I pass a map with products to zoho.crm.updateRecord it will append this products to the existing one.
Width Adjustment Has No Effect On Mobile Form
I would like to adjust the width of a "Search and Auto-Complete" dropdown such that I can see all it's contents but adjusting the width in pixels on the field editor has no effect on the mobile platform. Single line fields adjust to the width of the screen when switching from portrait to landscape on iphone. If you can apply these same characteristics to the dropdown fields that would work great too.
Update Parent field Based on Child record Update
Hi, i am trying to update the field on the object activity based on the child potential's field update. is it possible to update a parent object based on the Changes made in child..?? Please reply ASAP. Best Regards' Sachin Mahajan
Issue with zoho.crm.searchRecordsByPDC
I'm trying to create a report pulling data from Zoho CRM. The problem is, zoho.crm.searchRecordsByPDC is not working as you can see in the screenshot. I have activated my application (https://creator.zoho.com/jeremy_nagel/nyko-property-group/) to support.
Need Help
Hi , My form has 66 fields and iam trying to add one LookUp to the form.The recently added lookup is not appearing in the form. Please help me out of this.
Formula question
I have two dates, check in and check out, then a field that calculates the difference in days. So far so good. Now i need to have a field (TOTAL PRICE) that takes that number of days and multiplies it by another numeric field (PRICE PER DAY) and add 55. Then I need another field (DEPOSIT) that calculates 50 times the number of days. Finally I need a field (BALANCE) that calculates the difference between TOTAL PRICE and DEPOSIT. I would really appreciate some help here. I have tried everything and
How do I change the location of a form?
I know this question is very simple, but I am new to Zoho. I've been trying to figure it out for a few hours, but I can't find the answer and I am getting frustrated...:( I figured out how to add a new form, but I don't want to delete the form/tab and enter the information again. All I want to do is change the location of the form. Thank you very much! Judit
Peculiar: Saving a working script gives errors
Hi, Peculiar problem: If I try to save my already working script unchanged I get an error message! I have a working View Script that includes this line: show all rows from Leads [(Pipeline_Stage != "6 - L/D" && Primary_Case_Owner == thisapp.getUserInitials())] If I try to save it I get this error message: Error modifying the page Error at line 4 : Function calling is not supported from Component Criteria So it doesn't like my function call to getUserInitials(). The weird thing is that I am saving
Bulk Edit remove multiple Upload Fields
I'm trying to clear out the data in 152 upload fields, just remove whatever is in them now. They obviously aren't showing up in Bulk Edit. Is there any other way to remove the data from more than one upload fields at a time?
Function call as a View Filter
While custom filters allow simple filed based expression to be evaluated, has anyone been able to call a function for each record in a view? Background: I have an IT equipment list containing date of purchase & I am trying to create a view called "Warranty Expiring". I have already written a function called isWarrantyExpired() which take in date of purchase & months of warranty included at time of purchase to compute & returns a boolean true/false if warranty is expired. What I'd Like To Do: Create
Print to Word, Print to HTML, Print to RTF
Dear ZOHO, By default, Creator offerts options for an HTML-view to print or to print to PDF. However, I'm actually looking for an option to print to Word or print to RTF or print to HTML. And maybe it is better to say: Download as Word, Download as RTF, Download as HTML. Is there an option to achieve this? Kind regards, Silvester Draaijer
Possible to populate a subform from a stateless form?
Hi Zoho, is it possible to send data from a stateless form to a subform in a 'real' form? The annotated screenshot below describes what I mean. Background I am creating a multi-stage registration process. Currently I've got the form set up using checkboxes to provide a 'wizard' effect: However, my client doesn't like the user experience of this (saying rightly that it's not very intuitive). He wants me to come up with a stateless form approach with "Next" and "Back" buttons down the bottom.
email notification with Advanced Display Option
I have a form that sends an an email notification on submit. This is the option under More Actions. This is a nice simple way to send an email with all the fields from the form. However for lookup fields the link field shows instead of what is set in the Advanced Display Options. Is there a way to change this so the email show the same information that is displayed on the screen and the associated view? Herb Wexler
Maximum fields
Hi, could someone please tell me the maximum fields you can have in a form.
Adding parameter on embeded HTML View
Can I add a parameter on the embed link (used for iframe)? Export_View/DWgdvOf6exjXZvFBmrfNX2kqm991HjuMbbq6E25AvSAVrBdemnYTGOuHXaFJNk40rNbP6Y1AkkMJ5fyEfVABJUKjKakhYA7xNkXa/?id=123456'></iframe>
How Do I Add New Line Character To Scripting Expression?
Have tried this.... field1 + "\n" + field2 .. and it gives me field1field2 ..where I am looking for field1 field2 how can i get a new line character into my expression? thanks
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