User Option >> Add linked Record
I am really hoping I can achieve what I need in Zoho. I have two Forms: Patient and Follow Up. Patients will be a list of patients with various details. Follow ups will be a list of notes linked to individual patients. There can be many follow up records to a single patient. I need help with: 1. Generating a short but unique ID for each patient. 2. Allowing a user to select a patient id (linked) from the Follow Up form. I have tried using the Zoho ID but it is too long and meaninless to the user.
One or more fields were dynamically changed
Getting the message "One or more fields were dynamically changed. Please resubmit the form." What could be causing this? I have neither On Update nor On Success scripts in my form.
Can't embed view on website (for public view)
Am on free plan and worked hard to develop small creator database and view. Now it tells me I can't do a public share embed even though I only have two other apps. Thought I was allowed 3. https://creator.zoho.com/phillytechnews/mmm/#View:mmmform_View
form grid view rich text
You should be able to limit the height of a rich text field in a grid view, or at least make it look similar to a multi-line format. If there is a lot of text, the height of each submission gets a little ridiculous.
How can I include subform data when submitting a form via email?
With regards to the help topic on submitting a form via email: https://help.creator.zoho.com/Email-Data.html#Adding_form_data_via_e-mail_in_user-defined_format I have a form with a subform. I need to be able to submit the subform data via email as well - my case a Customer has an Order. Can you please clarify how I can do this? At the moment my Customer Email Template just shows available fields as: Field1: Field2: Field3: Order: Putting values into Order: doesn't seem to work - is there a way to
An open letter to the CEO of ZOHO ...
Warning: this post contains strong language that may be deemed "disrespectful" by the targets of this complaint ... the author makes no apologies as it reflects the anger that he (and his clients) feel about the systemic problems with the ZOHO Creator platform. Sridhar: Following on the heels of the snafu in April (whose report I am still patiently wait for), the ZOHO Creator Team made another platform change a couple of days ago ... and promptly broke existing functionality ... for two of my clients,
Restore my earlier settings
Dear Sir /Madam Good Morning Last week I have received a popup at header level for updating some ZOHO features. I updated the same. But after updatation I found all our forms become left align. Could some body tell me how form can be align center or how i can restore my ealier settings. Shiv
Fetch and Update records from sub form
I have a parent for in which have a sub form with several values in each record. how can I fetch and update the sub form in the parent form
new calendar view - display field showing html entities
The display field is showing " :" instead of a space character when it is set to display a lookup field which uses advanced display options consisting of more than one field with a space in between. For example, first and last names.
Note Width
How to set a fixed width for the "add note" field?
Minor Changes/improvements to Zoho Creator
A couple suggestions for Zoho Creator When Adding or Editing a record from a view show the Form name on top instead of Add Record or Edit Record. When sorting a view by a URL field sort by the link name instead of the URL
Hide all fields "on load"
Hi, Anyone have thoughts about how to hide all fields "on load" without having to enter each hide/field command individually? It would be great if there were a script that would auto hide all fields on load. Thanks. Robin Hide
adding a new user
I want to add a new user so they can view my forms and reports, but I do not want them to be able to edit any of them. I also want them to be able to sign in with their own username/password. Is this possible? I am currently using the free version of creator. Thanks.
Using two pick lists and call functions
Hello, this may be an easy question but I cannot get it to work for the life of me. I am using Zoho Creator and am trying to get the records of my accounts in a dropdown list (this part works fine) and then get the associated contacts in another dropdown list ->on add->on Load crmAccount = zoho.crm.getRecords(("Accounts"),1,200); for each AccountName in crmAccount { Company_Name:ui.add((AccountName).get(("Account Name"))); }and then on the account drop down list on update I want the next list
How to enable this functionality?
I need to make a following application: I post jobs that a selected group of individuals (workers) may choose to accept. Not all jobs will be offered to very individual. After reviewing the list of jobs, a worker may choose to bid (and add a new offer) or not to bid. A worker should login to see jobs offered to him/her and review the list regularly. I want to create all this with just two tables: jobs and offers. I encountered a problem that I don't know how to overcome. How can a user hide a job
How to login in zoho account using authtoken ?
How to login in zoho account using authtoken ?
How to login in zoho account using authtoken ?
How to login in zoho account using authtoken ?
How to login in zoho account using authtoken ?
How to login in zoho account using authtoken ?
Cascade deleting on Parent-Child Relationships
I've built my app to be able to hold parent and child relationships. I want to be able to select the parent record and delete it. Once I do that, I want all the child records that belong to this parent to be deleted as well. I was thinking of using a script to delete the child records when before the parent record gets deleted but I'm not sure how I can identify all the child records. Anyone have ideas how I can do this? Thanks!
Different User Acess Level on Views
I am requesting if there is a solution for access levels in views. For example, I had three access levels. One (admin) to view all tabs and views. second one (section users) to view only the data they entered and modified, this is justified by seeing their added by names/id in the view. I had set a control from the View, Edit Mode in the Criteria section. Added_User == zoho.loginuser. With this, I had set controls to the entire system in restricting users from viewing other data entered by other
OAuth/REST/JSON interaction with other services
G'day all I'm considering Zoho Creator as a data management option for a mobile app service that I'm developing. The data is delivered to mobile app by Stackmob.com & that works well. StackMob use a REST/JSON API with OAuth & any data management solution I use must be able to interact with that API. Can anyone tell me if I should be able to do that with Zoho Creator & if so point me to the relevant docmentation? Cheers & TIA, Pedro :)
Need to have "Criteria" be dynamic
Hello All, I need to find a way to set my View "Criteria" so that it is dynamic. When a view is generated, I want the Logged In user to not only see "his/her" data, but also any data that is part of a specific organization. From what I have found thus far, I can segregate the "User", but I can not set the specific organization to trigger off of the "Users" log in protocol. Any thoughts?
Moving fields
Hi I'm new to Zoho Creator and I have a very simple and silly question. How do I put one field right next to another? Not underneath but to the right of it?
Fetch and Update and then perform actions on success
I have two forms: Add_Products Notify Add_Products holds my stock availability information. Notify contains a list of customers that are signed up to receive an email when the item is back in stock. Both of them share a common field which is Product_Code_SKU. I have the following script in my Add_Products (On Edit->On Success) form: if (input.User_Product_Availability == "In stock") { for each OOSItem in Notify [Product_Code_SKU == input.Output_Product_Code_SKU] { OOSItem.Status
Misbehaving 'Close' button in html view popup
I use custom 'View' buttons to open records in my views (with ... href=\ \"#View:myView?zc_LoadIn=dialog&recID=... in a Formula Field). This has been working nicely for a long time. Since fairly recently, the 'Close' button/link is suddenly outside the popup (in the "dark" area surrounding the popup) and is displayed in plain black text. I really have to search for it... Any help appreciated. Regards, Filip PS to Zoho Team: App in question: bmpm; Edit access is granted.
Searching through dropdown inputs
Im searching for a particular customer to create a Work Order. The dropdown is a lookup of Customer_Name from another form. Lets say I want to find a customer named "Fletcher's Jewelers (Colonial Heights)". If I start typing in the Dropdown Search field, the text "fletcher's", all of my accounts begenning with "Fletcher's" appear in a list. If I then type "fletcher's j", all of my "Fletcher's Jewelers" customers disappear. Why is that? It doesnt seem right. I have a Ton of customers that start
Relate Employee to tow different emplyee rate
Hi, I am looking for advice on how to accomplish relating employee to to different rates. I would like to assign an Employee to as task and the rate changes depending on the size/scope of the task. Please advice. Thank you very much.
Can log in data be sent with the URL?
Can a URL be constructed that includes the Zoho log in data so the user is automatically logged in to the application just by clicking on the URL?
why is an embeded from in my website showing "hidden fields to others"?
When I try to embed a form into my website all the form fields are shown. How can I embed a form without it showing the supposedly hidden fields? This is without using a user login as well. thanks, brian
Using Zoho creator for test & defect tracking
I'm thinking about using Zoho Creator for a spec/test/defect tracking application. Roughly, it is For a given system, enter a list of specifications For each spec, enter a list of tests. One or more people perform each test (a given test might be run more than once by same or different person) and indicate the outcome (pass or fail). Each failure is tracked until it is resolved. Has anyone done anything similar? I'd be interested in a pointer or other tips.
Importing Data from TEXT FILE
I have information in a TEXT (actually .dvc but can be viewed in notepad) file I'd like to be able to import into ZOHO creator. Every line of text I'd like to be a different entry of data in a form. This is the example of the file I'd like to import: // DVC VERSION 2 // "Start" "TRANSPORT" "PLAYSPOT" "/media/hd0/media/producerpromos11.m2t" 00:01:29.880 SU --/--/-- --:28:30 *.dcmd PS "/media/hd0/media/producerpromos11.m2t" // "Start" "TRANSPORT" "PLAYSPOT" "/media/hd0/media/communityboardslides43a.m2t"
How can i add Emails under Contacts through Creator
Dear Respected Zoho Programmers and Support team I have an application in CRM, which adds Contacts at the Zoho CRM. now i create an another form which used to sent emails in Creator to CRM Contacts. So after sent a mail that email should be listed automatically at the Zoho CRM under the particular contact, in which the Contact mail is sent. i am follows following post: https://kbase.creator.zoho.com/crm/create-crm-lead-and-add-note with the help of above post i do following at my form >> add >>
Fetch a score
Hello, I am working on retrieving a score based on a chioce that a user makes from a drop down. I have the following forms: Policy Write-Up (Database) - This is where I have a database of all the possible policy violations and a point number attached to each. The fields are: Policy Number Policy Violation Policy Rule Points Write-Up Data - This is a formula that combines Policy Number + Policy Violation + Policy Rule Write-Up - This is where I want the user to be able to enter in an employee
Score
Hello, I am working on retrieving a score based on a chioce that a user makes from a drop down. I have the following forms: Policy Write-Up (Database) - This is where I have a database of all the possible policy violations and a point number attached to each. The fields are: Policy Number Policy Violation Policy Rule Points Write-Up Data - This is a formula that combines Policy Number + Policy Violation + Policy Rule Write-Up - This is where I want the user to be able to enter in an employee
Form with different required fields
I have created a Parent form with basic parent demographic data and a Child form to store various child information. The Child form was added to the Parent form as a subform to create the one to many relationship between parent and child. This form will be embedded in my website for two different types of users who will enter data into the form. For the first group of users all fields need to be required. For the second group of users (accessing through a different web link) none of the fields
PHP-Fusion
My current website uses the software PHP-Fusion and our non-profit organization has gathered 7 years worth of data using the CMS. Is it possible to take the MySQL database and integrate it into a new, search and display application through Zoho Creator? Please advise. - Potential Customer
Can't Delete Field
When trying to delete a text field, I receive the following pop-up " This filed is referred to in the following places" It says remove it then delete. It shows the form and the field. However, It's the same field that I am trying to delete. Pretty lost on this.
formula1's result as variable in formula2. how?
hi i have 5 too complex formulas in my application each formula has a result - result1, result2, result3, result4, result5 in what way can i use result1 as a variable in formula 2 ? and other formulas right now i just copy full code from formula1 to formula2. this make application code too complex
Help for a Newbie
Hi I am a new user to Zoho and would like to know whether the following is possible, and if so could someone give me an idea where to look in the help area to develop a solution: When I convert a lead to a potential I want to be able to trigger sending a standard series of 8-10 emails, each email being sent out automatically every 2-3 weeks, to each of the chosen potentials. Hope this makes sense and I hope someone can give me some guidance and point me in the right direction Many thanks
Retrieve the loginuserid using the corresponding loginuser ?
Hi, I use a form to dynamically share forms/views with users. I just have to fill the "Email" and use it for the sharing details. I'd like to add a field like "zoho_username" to be autofilled according to the the email (registered in Zoho) : I fill "myUsername@myEmail.com" then my field "zoho username" should be filled with Deluge. Is there a way to do it please ? (I precise that all accounts will always be created first in Zoho). Something like : myUsername = zoho.username(input.Email) ; Actually
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