Customer Portal New UI URL
I am only now in the process of switching to the new New UI. I have switched to the New Live view for my user, and I see that there is a new url configuration to have other internal users access the New UI in CS5, I am wondering if there is an equivalent
Troubleshooting in Creator #2 General Application Access Debugging - Shared Users
Creator has advanced sharing and app administration features that allow administrators to define permissions up to the field level, and allow data hierarchy based on roles. If these structures are not clearly mapped out and planned, it can cause discrepancies
Print calendar?
Is it possible to print the calendar in Creator? It only lets me print a list or summary
Creator IDE documentation or examples?
I'm trying to filter a report based on attributes of the user. So depending on which company the user works for they should see data filtered a certain way. For example, market pricing based on the market of the company. So I'd get the user, figure out which company he/she works for an then add an attribute as a parameter to the report. This seems like something that should be very easy to do in the IDE, but I can't find any documentation on the Creator IDE to even gives you a hint of where to
Is there a function to determine if a user is an app user or profile user?
Anyone know of a way to determine whether a user is an app user or portal user? If it existed, the function would look like this: zoho.loginuser.isAppUser(); My specific use case is that I have a Portal_User form that has a subform which is a cross-reference
Drop down layers
Hi, I recently switched from Zendesk to Zoho and tried to create a form but i could not find out how to add layers onto the drop-down list? Like what Zendesk can do as per below example and article? For example, showing in this article https://suppo
The process of Country,State & City as a dropdown
The process of master entry form for list of data like Country, State and City with inter-related connectivity : Simple process structure Firstly, You need to login in your Creator portal with your credentials.After that, You can follow below steps one by one for creating master entry forms for Country, State & City. So please follow below steps... And Entry & Listing Forms...
How to fetch data based on date range
Hi ; I am trying to fetch data from Labor present in site today form based on date ranges using two date fiellds. 1. Start date ,2. End date and Contractor name. If the user selects the contractor name and selects date range using start date and end
How to attach a Creator pdf record template document to Zoho CRM?
Hi there, I have created an app to process work requests. The user inputs data to a Creator form - on submission this is sent for approval and when approved a confirmation email is sent to the submitter along with a pdf template record of the submission
Can't Duplicate Application
I have an application on my dashboard that will not duplicate, the other 2 applications duplicate no problem. is there something special i need to do?
[RECORDING: Community Webinar] | Build complex reports and documents with a Zoho Creator & Zoho Writer integration | March 23, 2021
Dear developers, Report generation is an essential activity to ensure decision makers have the best information available to be able to monitor and improve performance. Enterprises may need to generate and distribute stakeholder specific documents in
Conditional attachments in sendmail function
I would like to have a hand-full of checkboxes that say "Invoice" , "Contract" , "File 1" , "File 2" etc. And when each of the checkboxes are checked, I would like to add them as Attachments in a sendmail function like so sendmail ( To : input.Client_Name.Email From : zoho.adminuserid Subject : input.Subject_field Message : input.Message Attachments : "all checked boxes" )I tried creating a list with all of the boxes that are checked
Hide or archive records?
I have lots of date-driven records, so I’d like to hide or archive records at the end of each month. How would I do that? I don’t want to delete them.
Fetch Leads from crunchbase.com
Hello! Say for example I would like to integrate third party websites like crunchbase.com with Zoho, is there any way that I can do this, perhaps via API or customising via Deluge Scripting? Cheers Zhili
data entry assists
On my old computer, whenever I would add a new entry, ZOHO would show me that I already had similar entries and I could choose one of the suggestions or ignore. EXAMPLE: I start to enter the word "southwest" and as I type ZOHO would show me that I already
How to set form field values using Custom Functions?
Hi, I have about 10 fields to be calculated in a form which uses several input fields. I would like to refresh the calculations "on field input" of input fields. As formula fields can't be used in another formula field, I had to go for workflow actions. I would like to write the calculations once and reuse it for all the actions. I tried, Functions with record ID as parameter. I was not able to set the form field values using Functions. ( Eg: input.Field = 100 is not supported) Is there a way to
Submit button missing at the bottom of forms for some users
Just in the last day we have had a bug experienced by multiple users accross several of our creator apps. At the button of forms some users are missing the "Submit" button and cannot submit records. It is not related to permissions as users within the
Deveoper help
Is there a community where I can find some paid developer help for Creator developer? Thanks.
Sending both HTML and Plain Text versions (MIME) with SendMail command
It's pretty standard if you're sending an email in HTML to also send a plain text version. The SendMail command doesn't seem to be doing this. While I want HTML viewers to be able to see the styled HTML emails, if a recipient views them as plain text, it just looks like nonsense, which is not really acceptable. The other option, which is sending text-only emails seems to be the only fool-proof way, but then your business looks budget. I don't want to use a third party transactional email service
Separating Related Data
I have a "People" form that records people's information such as name, department, role, etc. There is then a form named "class". The Class form has a multi select look up field to pull which people attended that class. There is multiple different departments/roles
Csv Export via API v2
Hi. API v1 gave us the possibility to download the records from a View (Report). What is the URL for API v2? I am trying to do it but I not getting anything. Is it implemented?
Search for an asset based on a scanned barcode
Hello, I have adapted the Zoho created Asset Tracking app for internal use. I have created a form and report successfully however I'm trying to add a new form where users can search for the details of an asset from scanning a barcode on the item. The
Can I include iframe in the Exported page as pdf
Am I able to get the iframe preview (rendered) in the PDF export file of the page?
Daily Recalculation of Accumulated Interest field
Dear community, I am new to Zoho Creator and currently running a trial version in an attempt to create an internal management system for my property development company. One part of the application contains financial information related to different development
FInd & Replace
Does ZOHO have a feature such as FIND & REPLACE, similar to WORD ? Search for a specific word or phrase and Replace it with a new word, spelling or phrase? Something in Bulk Edit. In Creator
Bi-directional communication with SAP
Good day, Where can I find documentation on an API / process to allow bi-directional communication between Creator and our SAP implementation? Regards, Jason
Zoho Creator Published Form on Wordpress Page
Hello folks, I tried to embedd a published form from Zoho creator over iframe and with the permalink into my wordpress page but the form isn´t displayed. The frame is loading and says: creatorapp.zohopublic.com has refused the connection. Tried also over
Save PDF Record Template to 'File Upload' Field in Form
CONTEXT I have a Record Template that is used as a donation receipt. As a non-profit charity, it is essential that we have an original copy of the receipt. Yet, the template itself will change slightly every year. For this reason, it is important that
Get Image URL - Can't get it working
I tried to get the Image URL from a field by: https://creatorexport.zoho.com/xappuser/xapp/Orders_Report1/Scan/image/13404324386_Scan.jpg Where /Scan/ is the Image field link name. What is the right URL scheme to use?
Compound Primary Key
I need to create a table of team members and I need to ensure that no team member is entered twice. How can I make the combination of first name and last name unique. Thanks!
Error Occurred. We are sorry for the inconvenience...
I just opened an account and started a sample app and upon doing so, have continually received the following message. Error Occurred. We are sorry for the inconvenience. Please try after some time or refresh the page and try again. I have refreshed and even deleted the app and recreated from scratch but continue to get the same error. I would like to evaluate this application for a non-profit and it appears we might be able to make it work but first impression has not been good. Hopefully there
assignUserInProfile is returning error 'user is not valid'
Hi, Can anyone help with this error. I am using assignUserProfile in a Form for the customer to add Users to their App. However, it is returning the same error 'user is not valid'. I have set the output as a variable to capture in a Form field TXT_profile, but clearly it captures nothing. var = thisapp.permissions.assignUserInProfile(input.New_user,"Write",TRUE); TXT_profile = var; I have tested in both Stage and Production environments and its the same problem. I am not a seasoned programmer, so
Fetch Email Id Associated with Username
I have a form that uses the "Users" look-up field, which is used to assign tasks to registered users on the app. I would like to automatically send an email to the User when he/she s assigned a new task. "Username" is a text string, but I'd like to be able to fetch their "Email ID" so the email can be sent. Doesn't seem like fetch records will work because the User info is not collected in another form. Any solution to this? Looks like I can set the field type to "Email ID" but would prefer to
Print records
There must be a way of printing a batch of records and specifying which fields to display for each record? I have in mind printing to PDF, where each record occupies a separate page. Is this possible?
Address Autocomplete Using Google Api
Hi, I have long been looking for a solution to replicate something similar to Salesforce's Address Autocomplete feature using Google Api. See below image, when you use Search Address, there is a pop up that then uses Google Maps Api to Auto Complete the address, after selecting it, it populates the fields "Street", "City" etc. This is now a default feature of Salesforce and I could only find a custom version of this also for Salesforce https://github.com/benedwards44/sf-address-autocomplete Would
Run an "On edit" action once for all existing records
Hi, I'm looking for a solution to this. Context : I have a field in a form that fetches it's value in another field in another form based on the value entered in another field in the same form. That bit is ALREADY taken care of with a script that fetches
Protect subform row from deletion or modification?
Hi, If I open a form for edition from a report, I'd like to protect existing subform rows from any deletion or modification. New rows are allowed to add. As far as I know it is not possible to disable fields in the subform, and I do not know, if row deletion
Is it possible to loop through a subform and create inventory adjustments in Zoho Inventoy
Hi, I've been programming a while so I'm familiar with all the constructs of Deluge in Creator, but I'm struggling to understand the process of creating inventory adjustments in Zoho inventory from a deluge function in a Zoho creator app. I have a simple
Background Picture in Record Templates
Hey, I´m facing the problem that my inserted background picture is not stretched correct to fill the complete background of the record template. The size of the paper and my exported image are the same but either the picture is too small or stretched
After Submit of Stateless Form....
I learned how to create a Stateless form, with a Submit button, and on-click put data into a Form (in fact, into 2 forms!) I know how to include a Reset button, so the Stateless form clears out, and we can add another entry. I know how to have a message come up that says: - Good job! Your data was inserted Can I have the form close after the data was inserted, and a specific view/report come up? .
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