How do you add a Contact integration that is linked to the Account
On our booking form in creator we have an Account field where the user selects the account that this booking belongs to. How do I add a contact integration field that only shows contacts associated with that account?
How do you filter a report on zoho account id
I've added zoho CRM integration (Field name = Account) to our form, and it shows the account name on the field, and in the reports quite nicely. However, when I'm trying to make a page for that account I can't filter the reports on the Account field.
Success message after updating record via edit record
I have set up a stateless form so that the user can pick a record from a picklist and then be taken directly to Record Edit mode, using the guidance given (http://www.zoho.com/creator/help/views/editing-records-via-record-id.html) However, when the user clicks on Update at the bottom of this page they are taken to a page with the message 'Data updated successfully' (https://creator.zoho.com/appcreator/jsp/successpage.jsp) which leaves the user stranded, instead of the usual pop up message. Is there
need help with a formula field
Hello, I have the following two formulas in a field I want to run the first one if the field titled Side = Long I want to run the other one if the field titled Side = Short Here are the two formulas, how would i get this formula written correctly? ((input.Closed_Price
calculating days, hours, minutes
i have the following equation worked out, but it is not subtracting the time used in days portion of it and adding that into hours in the hours part of it (((input.Closed_Time - input.Open_Time)) / (1000 * 3600 * 24)).toLong() + " Days " + (((input.Closed_Time
Adding a new field to an existing report - it doesn't appear
There are sometimes when I will develop a form and set up a report, but then need to add a new field. When I attempt to add this new field to the existing report it just isn't there - I am a developer so have full access to all view/edit/delete permissions
Moving Stateless Form Button
Is there anyway to move the buttons on a stateless form ? Rather than be below I'd rather the buttons be on the right ... is this possible
Multiple criteria in URL for filtering report
I'm trying to use a panel in a page to create a click through action to a filtered report. I can get the filter to work as long as it is one critera and it's an equals. This works https://creatorapp.zoho.eu/OWNERID/APPNAME/#Report:documents_report?documents_status=Testing/Quality%20Assurance
Asking user if they want to submit due to duplicate entry
Hey all, In my application, I would like to prompt the user with a question asking whether they would like to submit an entry that has duplicates in certain fields on submit. If they still want to submit it, they can and if they don't, they can cancel
How to format links in reports to be clickable URLs
Prior C5 upgrade when I was using single line field it would display links as a clickable URLs in reports. After upgrade those links are no longer clickable. I am also aware there is Url field type, but I don't want to migrate all my fields to new type,
Need guidance on migrating from Access into CRM
I welcome any guidance you have on migrating MS Access into CRM. I will need to manipulate / programmatically process the Access data to get it into the correct locations in CRM. My thought is to import Access into Creator and work from there. A key question
Set up email to not send when administrative fields are filled in or edited
I have a form set up to email users on submission, edit, and deletion. We have 2 administrative fields in the form that are hidden from the user. When the administrative fields are edited, I do not want an email to be sent. I can't find a way to say,
Successful Form Submission script only working on edited
This seems to be very odd, as I created a scratch pad application to test this, and I couldn't reproduce the scenario. However, in our main application, when a new booking is submitted the Successful Form Submission only fires if you recall and update
How to limit fields to those visible in report when editing a record
I created a report that only shows 10 fields. The form this report is based on has 100 fields. When a user clicks "Edit" for a record, I would like only the 10 fields in the report to be visible in the Edit view rather than all 100 fields in the form. Is there a way to do this?
Variable - Does not exist in SubForm
In an attempt to work around the bug that stops me from being able to pass a new form or subform row to a function, I'm trying to use formula fields instead. However, because I can't reference a formula field in another formula field I'm having to try
Linking fields to records?
I want to be able to link new entries to existing entries in different forms. For example, in Form A have organisational contact details already entered (name, phone number, email address etc). Let's say Organisation 001 has 3 different people with whom
Hide/Show fields conditionally in SubForms
I have created a subform in a Zoho Creator form entitled "Household Members". I have a few questions within the subform row that need to be shown or hidden based on the answer to other questions in the row. For example, I have a question (radio button)
Display produits images and informations like cart
I'm New in Zoho creator Please i want to display products from other form like this. And when i click on it, it should be add to the list like in the image in the top. Help please.
URGENT - Zoho Creator - Data Decryption - How to decrypt.
Hi all, Zoho creator appears to have encrypted 14 records in a table on an app I have created. There are around 160 records in this table and the only ones that are encrpted are the last 14 entered. I have attempted to decrypt the data, but this has
Multi Line vs Notes Fields
What is the difference between the two?
Use a url field to create a html link
I realise that fields with http links in them link automatically, but is there a way to use the url field to link with a name type field and have it be a hyperlink? For example I have two data fields: name: google url: http://www.google.com In the list view, it could be displayed as the word google and when you click on the word google it takes you to http://www.google.com i.e: <a href="http://www.google.com">google</a> If anyone can provide a way it would certainly cut down on my columns. Thanks!
Call Log Access to Mobile Device
Hi, Is there any way in Zoho to access the call log from the mobile device to generate a report in the mobile app?
Troubleshooting in Creator #1 Tracing Missing Records
Tracing missing records in your database In large applications that handle data across departments, vendors, staff, and many similar stakeholders, it's important to have a clear mapping of the data, its owners, and users with access to modify them.
Iterate over loop
Hi, I have the following script setup to create PDF voucher based on the input.Number_Of_E_Vouchers , e.g. if the value is 4, 4 vouchers will be generated, but seem the loop stopped after generating 1 voucher, is there any coding issue with the below
How to fetch data from Zoho Inventory into Zoho Creator
response = zoho.inventory.getRecords("Item","i inserted ID in here"); var = response.get("Product Name"); for each hey in var { insert into SKU #SKU is a form in Zoho Creator [ Added_User=zoho.loginuser Item_Name=hey #Item_Name
Hiding reports from admin
I need to create several reports with filtered data and give access to them only to specific users. However, as an administrator I have a ‘master’ view and don’t want to clutter my menus with all these variants of the same report. Is there a way to hide reports from an administrator but still have them visible to other users?
Subform Totals
Apologize in advance. I have seriously tried to find a solution through the many previous posts with no success. Basically I am trying to build what the invoice app does, for subtotals. My workflow is to enter a total invoice amount and then split that
On Submit - Add Data to New Table
Hi, I have a form with a main section and 1 subfrom, based on another form. When I submit, I want to create new records in another table, for each row in the subform, copying all the main data with it. For Example: Name: John Smith Title:
Importing more than 5MB and more than 100000 rows in Zoho creator
Hi All, Hope you're all doing well and staying safe during this crazy time, I'm reaching out because I'm trying to create a Database of contacts using Zoho creator but I have some limitations as my files are more heavier than the required one and I believe
'No' scrolling on zoho embed code not working
How do i fix this issue? I have an embed code with scrolling disabled (Zoho Creator form) placed in our website but it doesn't seem to take effect.
error occured please contact application owner
when i upload my address proof to chegg india zoho creator it shows "error occured please contact application owner. what to do? help..
Can a String entry be looked up in another form & auto populate that form with data fetched from another form?
My Deluge experience is minimal and rusty Form A has the following Fields: "Account_Number" "Account_Name" "Account_URL" Form B has the following Fields and contains all the data "Account" "Name" "URL" I'm trying to get this to work using Deluge: Users
Please remove my subscription and account
Hello, I want to close my account and remove the subscription. I haven't found the button that allows me to remove the subscription. Please remove the subscription RPDS2000003770341 and close my account.
Does the Zoho OAuth connection work in Zoho Creator Developer?
I want to achieve a single sign-on between a Zoho Creator application (Developer solutions) with Zoho Desk. Does anyone know if this works in theory, and has anyone tried it?
How to create month-on-month target vs achievement report
Hello, We would like to set monthly target project completion % for our project locations, and allow location managers to submit actual % completion achievement on the last date of each month. Eg. we would set April target as 5% completion, May target as 10% completion and so on for the whole year. Location managers would send in actual completion % as say 4% at the end of April, 8% at the end of May, etc. The report would show the month-by-month target vs achievement numbers. Is the above possible
Schedule send emails
Hi all, I have created a scheduled task to send reminder emails to customers for payment status = "pending" However I can't seem to dynamically allocate the names properly in the email. Detailed explanation below: I have attached 2 pictures for reference:
Unique Reference Number
is there a way to create automatic assigned reference numbers for each form that is filled out?
if else statement to update existing records or create new one
I am trying to transfer records from Form1 to Form2 on creation and edit. Both forms have the same look up field based on a third form. Creating the record works fine. For editing, there could be multiple entries with the same lookup field value, so I
Calculated field does not trigger workflows
Hi, I try to configure a workflow which will be triggered by a calculated field. I select that field when configuring the workflow. However, the workflow won't be trigger by the auto calculated field in the subform. I have a subform with multiple
Countif records match in another Creator app
I have a series of three reports and need to count now many records in each match a central list. Two of the reports are in AppOne - one is in AppTwo The first part is ok - this code will count every document and reference that match the ID for each
Next Page