Creator Page that Has Charts Filtered by CRM Account
We use Zoho CRM. We also have a Creator application called Reports that captures monthly reports with detailed metrics for each CRM Account. We use the Creator integration widget to pull the Account from the CRM and make it part of the Creator record for each Report.
I want a Creator Page in the Reports application that allows a user to select a single CRM Account and then show line charts of each metric over time from the Reports records (call them Metric1, Metric2, etc.) for that particular Account.
I'm confused about two things:
(1) How do I put an integration widget on the same Page as a chart so that the user can select a particular Account?
(2) How do I then automatically pass the selected Account into a line chart so it only shows the data over time for one Account?
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Zoho Orchestly Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.