Drag and drop blocks in details preview
When putting together the details view for records, it would be nice if we could easily drag and drop the boxes into the order we want. It is such a pain to have several blocks arranged just how you want them, only to realize you need to move (or add) a block to display in a different order. Mind you, the drag-drop might prove to be cumbersome (especially if they are large blocks containing many fields), so perhaps an up/down arrow set to allow you to sift the block up or down as needed. Also,
How to update conditional dropdown in a deluge script?
I have a conditional dropdown in my forms (Single select drop down buttons configured as described here: https://www.zoho.com/creator/help/fields/configuring-conditional-drop-downs.html) and need to be able select their values in a script. Script is called
Integreat 04: Integrating Zoho Creator with Zoho Desk - Part 1
Hi folks, We're back with a new post in our InteGreat series, and this time we're going to walk you through how to integrate your Zoho Creator application with Zoho Desk. Before we dive into this integration, let's quickly look at what Zoho Desk is and how you can use it in your organization. What is Zoho Desk? It's a cloud-based platform that helps businesses assign, track, and manage customer support tickets efficiently. Integrating with Zoho Desk With this integration you can push data automatically
Facing issue on file upload using Creator api v2
When I'm trying to upload a file using creator api that time I'm getting authentication error, but when I have tried to create new records within creator using api that time record creating successfully and the authentication error is not showing. Please
Mail Merge export as excel file
I have created a mail merge template that grabs certain client criteria from successful deals to simplify adding a new client in our software. The mail merge template grabs all the data perfectly (it is currently formatted as a table). I want to be able
Creating a custom CSV file using deluge script/
I have an application I have developed and the client wants us to place an export file in csv onto an ftp server daily. Now I don't see au options in creator to change the separator to anything else. The client wants the separator to be the pipe symbol "|" I think i would be able to create schedule with some code to create the appropriate data in a string using deluge script but I haven't seen any functionality that would allow me to deposit that data as a file anywhere or attach it to an email
Weekly inspections - reports for done vs. outstanding/remaining
Hi all, Probably a really obvious one here. I'm a Zoho Creator newbie. I've created a Fleet Management app in Creator (see attached dashboard screenshot) so that our team can manage our fleet vehicles. It has the following two key reports based on
Form to search a lookup and then open another form
Hi all, Coming from an Access background here so a few kinks to iron out. I have an application with Form 1 that is: Initials (Autocapitalise) Postcode (Checks details are correct) UniqueID (Initials+Postcode) updated on form submission I then have Form
How to create a payment payment projection in Zoho Creator?
Hey there! I'm new to Zoho Creator. I want to create an app that lets me register loans. That way, when I enter some information like the amount loaned, interest rate and time, it will create a table containing the amount to be paid by the user, for example
zoho creator QR code not work
Hello, I follow this guidance to create 2 fields with QR code input in a form, like this it should looks like this: however, QR icons don't show and it works as a normal manual input fields, like this: Can you help investigate this? Best,
Comments on records
1. Can a user write and view comments on records on mobile app ? 2. When writing new comments is there a way to use them and send email notifications ? 3. Can someone atach file in comments ?
How do I get more than 200 records from CRM
I want to populate a lookup field in a Creator Form with the Account Name from the Accounts module in our CRM. I will be creating a quote in our CRM later in the process and I don't want the users to mistype the clients name and then have to have multiple
Print template in list view.
Hi, is there any special way to use a template when printing in list view? I have followed the online examples, but can only get it to work in summary view so far
Integrating Data from Zoho Mail in Creator JS Widget
I have an HTML page in creator app that pulls emails from Zoho Mail. I'm recreating this page as a JS Widget. Is there an easy way to connect to the Zoho Mail Api to pull the same data through to the widget? Thanks
Row spacing in template report
Hi all, Where can I find the documentations to configure the spacing between line/rows in the report template? The spacing on each rows using the templates is too huge, I don't know what parameters to adjust, any pointer is highly appreciated. T
pop up reminder
HI there Hope someone will be able to help me I have a schedule set up for Birthdays. Is it possible to create a pop up (instead of sending an email) with all the schedules for that day Regards
Importing data (form and subform) from external platform to ZC
Hello, Could anyone help please, how I could automate data import from excel or csv (which is more reliable) to Creator? I have a sales form with a subform of sales details ( and there is a main form behind the subform). Currently sales invoices are entered
Apply Quick View Custom Layout on Custom Filters On Mobile Apps
Hi, I've created a reports with Custom Filters, but when I switch from the main reports to the filtered reports, the custom template did not applied on the Custom Filters UI. I don't seems to find away to apply the custom template on the filtered
Login to Customer Portal collects data not used (GDPR)
I have just made the Customer Portal Public to showcase our GDPR compliance portal and noticed that it collects Name of the user wanting to register, but there is no way of grabbing this data afterwards. I am working together with a Creator Partner Developer.
Tip 28 : How to auto-assign profiles to portal users
Hello everyone! This tip will talk about our most popular feature—Customer Portals and how you can auto-assign profiles to your portal users. But before we deep dive into this tip, let's run through some basics: About Customer Portals Portals are web
How to implement the @Mention capability of Notes CRM in a Creator app?
Is there a way to implement the @Mention capability of Notes CRM in a Creator app?
How to reference a checkbox value to show/hide fields in a Form
Hi, I have been using Creator for about 6 weeks to create an urgently required system and have found it very easy to pick up and produce a usable system for my users that is meeting all our expectations. Most of the system has now gone live and our users have added over 3000 records in it in the last two weeks! However, additional functionality has been requested which I am struggling to deliver because I can't find reference material to assist me in this learning process. I have a form where
Clickable URL in Form on Apps
Hi all, I tried to build a form that can take in QR codes for the entities in my records. I can pull the information out, but I would like to create a clickable URL link so that it can be redirect to the records I link. I try to make URL link using the
Passing rich text through ZML to print using HTML code (SVG)
Hi! I'd like to pass information from a rich text field to HTML code that I have embedded into a snippet on one of my pages. I currently use a single line variable, then pass that information through a custom function that I created to wrap text (cuts
Creating a URL filter when there is a space in the criteria
I've inherited a data set where I can not change the contents. There a number of drop down values that have spaces in that I would like to use for filters in a report : https://www.WEBSITE.com/#Report:REPORT?record_owner=portal_username§ion="Buildings
Deactivated Users will accounted for the number of users?
Hi All, I have added a user to my apps, but unable to removed from the list of users and I can only deactivate the user. My question is will this user occupy my users count when it is deactivated? Thanks!
Subform content in email
In Creator, I have a workflow that's set to email the form submitter with all of the data they submitted. I'm using the "Include user submitted data". However, the email they receive doesn't include subform fields. It's critical that they see that subform
Inserting Rows in subform
Hi Can anyone see what I am doing wrong in my code? This is the the part of the form where the dates are selected This is how it is converting to the subform records: There should be 3 records under each date? But instead most of them are listed under
What is the easy way when input a lookup field can popup a select form like CRM lookup field. I don't want to use widget.
What is the easy way when input a lookup field can popup a form with data view like CRM lookup field. I don't want to use widget to do that. Does anyone can give me a advice?
Public record audit/changelog
Currently only admin have access to the changelog of records and have to do so by going to the admin/setting interface. We are building a audit platform where we need to display (to all users and inside the live app) all changes relative to the records.
How to get field literal value from CRM Integration
I've got three integrations with CRM modules. In Creator, I need a formula field that concatenates actual values from CRM, not the internal unique id. Something like this: Account + " - " + Deal + " - " + Product So that the result is: Acme Account -
How does Creator handle multi-user access and other tidbits
Hello, So I am relatively new to Creator 5 but not to programming itself. But I need some clarification on a few things and couldn't find this answer anywhere in the forums. Sorry for the long post but I cannot find this info anywhere. I am heavily modifying the Help Desk app and am scripting a ton of actions. I have several clients (not part of my company) that I want to be able to use this app for their own internal use. I understand that logged in "users" will only see the records they have created
Translation of Tooltip Messages
The descriptive help messages should be available to provide translations for.
help with base64Encode
A while ago I posted an issue I was having with using Star's passPRNT software with ZOHO Creator. Star told me that I needed to convert the URL I was passing to it to base64 before sending. No problem. I changed my code to use zoho.encryption.base64Encode to encrypt the URL, then I tried to pass it (via OpenURL) to passPRNT. Unfortunately, this also did not work, but I did find one clue as to why it didn't work. After I encode it, I use OpenURL to pass the URL to passPRNT. But there's a problem:
Embedded form problem in Safari
Within Safari, our most popular embedded form is showing "Please wait..." with a rotating arrow that never goes away. Only by right-clicking and opening the embedded form in a new tab does the problem behavior resolve. Is there a Safari-specific issue?
Prediction Field Formatting
We were very excited about the prediction field. Then we implemented it. We selected fields and the like. But when it runs, it needs a certain type of formatting... Fine... BUT YOU CAN'T CONTROL THE FORMATTING! Zoho, if you are going to go through all
Changing Tab Order
Hi all, I've noticed for tabbing through items on a form that it goes from top to bottom of columns before it switches to the next row. This isn't very intuitive for users as I have organized my fields to flow from left to right. Is there a way to change the the tab order? Thanks!
database
how can we give unique id to each customer in report
Increase the report limit
Hi, I have created a record template in my creator app and also created a button which sends the reports to my workdrive folder. But as there are so many limitations in the app and one of them is I can't send the reports to my workdrive which are of more
Creator Form : Filter the list of users in a form dropdown
I have a simple form that I have added the field type "Users". This will then return a dropdown list of all of my apps users, which is great. However I'd like to filter this list to ensure only those that have specific permissions are in the dropdown.
Next Page