Subform Best Practices: Blank vs Existing Form
I would like anyone's input as to what the BEST PRACTICES are when adding a Subform to a form in Zoho Creator. The two options given are: Blank Form: This is when you can add the fields directly to the subform. Existing Form: This is when you can connect it to an existing form in your application. What I don't understand is why you should choose one over another. Is there a downside to one or the other? Example: What started me down this path is I generally create a blank subform when I am trying
Trying the count function for multi select in subform and also removing already selected employees
Good morning, I am try to count the recurring employees under the "Employees Assigned" subform field. I have the initial count working for a single row like seen here And this is the deluge code I have to make this work. I have tried putting something similar to this in the on add new row for the subform but can't get it to work. It starts recounting as I select more employees. Example. My last request is to remove the employee names from the list after they have already been selected in the "Employees
Zoho Creator : hide Section doesnt work in Published Forms - Edit Mode ... Probable Bug
Hi, Have come across the bug that "Hide Section " doesnt work in Published Forms - Edit Mode only (Add mode - it works fine) Interesting part is that within the app as a normal user it works just fine .... Any explanation ?
Is there a Site for ready made scripts
want to know if there is a repository available for developers
Search Records from zoho creator bsed on multiselect dropdown in delugue
I have two forms "candidates" and "companies" have both having multiselect dropdown "skils_set" . I want to search the records from skills_set of company and filter records of candidates using delugue in zoho creator. Let me know if anyone can help
Page item not updating when form on page is updated
So I have a couple counters in a few panels that reflect the count of items in a form. The form is on the same page. The buttons that are associated with the form work great and update the form just fine. The form itself also updates post button, however the panels do not. You have to refresh your window to see the new count. HELP! Worst case would be fine with a command to refresh the page, but much prefer just to push the panels to update the figures based on the updated data. Any thoughts?
Workflow schedule to send email
Hi there I'm setting up a workflow schedule based on my add employee form to email reminders annually on the employee's anniversary date/hire date. I want to remind the employee's manager to book the employee's annual performance review. However, the fields I have on the form are the employee's email address and the employee's reporting manager, which means that I would need to fetch the reporting manager's email. How can I use the reporting manager's email address in the To: line of the notification
Need help with my Deluge Script (it partially works)
Hello, I am having trouble with this deluge script working fully. When a form is updated or edited the deluge script needs to auto populate a dropdown field with either (Region 1, Region 2, Region 3, Region 4, Region 5). This is based off of what was inputted into the "State" field. My deluge script I wrote looks like this: However, when I run this code it will read through until line 21 and put "Region 4". Any thoughts?
Download PDF files stored in a file field
HI All, I have a file fields where users upload a PDF for each row, How can I download more than one pdf a time with a button? I actually made a button, but only works for one row :( a = "https://creatorexport.zoho.com/file/felipe.concha/invoice-tracker/All_Invoice_Trackers/" + input.ID + "/Backup/download?filepath=/" + input.Backup; openUrl(a,"same window"); Any solution? Please Best Regards!
Zoho CRM - Zoho Creator two-way sync
Hi, I am setting up a two way-sync between Zoho CRM and Zoho Creator. The creator app is used a client portal for Loan application. The brokers review the applications directly in Zoho CRM. Records can be created either from 1- Zoho CRM: a broker creates a Loan application in CRM, which creates a record in Z creator and invites the client user to fill the Loan application data; 2- Zoho Creator: a returning client creates a new Loan application, which then creates a record in Zoho CRM. I see that
How to close a pop-up form opened in Zoho CRM
Using the open URL function only opens the URL WITHIN the pop-up. It doesn't make sense why the form shouldn't close on clicking Submit/Update.
Printable report with subform record on each page
Hello there. Is it possible to produce a printable subform report that has each single subform record on it's own page? Many thanks, Matt.
Multi - Select Lookup Field
Hello, I am trying to add values of Multi-Select Lookup field and store them in another field Value should be updated On User Input Following is the code i used to add values var = 0.0; for each rec in Quantity { if(Quantity.size()>0) { var = var + Quantity.todecimal(); } } input.Total = var; Values inside the Multi-Select lookup field are all decimal values Following is the error i received :
List elements separator / List values separator in record summary
I have a field that contains schedules. A record can contain many schedules. A typical record is used to illustrate my problem: When this field's content is displayed in a REPORT, it looks like this : 06h00, 07h00, 08h00, 09h00, 10h30, 11h30, 13h00, 14h00, 15h00, 16h00, 17h30, 03h15, 05h00 All fine. The values are separated by comma+space. When this field's content is displayed in a CUSTOMIZED RECORD SUMMARY IN A TABLE, it looks like this : 06h00,07h00,08h00,09h00,10h30,11h30,13h00,14h00,15h00,16h00,17h30,03h15,05h00
Copy image from a an image field to another.
Hi there! I need to fetch an image from an image field to another field in another form. So i have: Form A: Risk Levels Image Form B: Other non related fields, Subform B: Risk description Risk Level (lookup from form A) Image. I whant that whenever a user selects a risk level from the subform B, the image is copied from the form A image field to the subform B image field. I tried this code (wich works great for other type of fields) but had no luck... IMG = Lista_Niveles_Riesgo[ID
Automating Customer Email reminders
Hi all, I am trying to work out (not successfully) how to send a customer a "Service" reminder email. I need to send an email to a customer based on a few different fields and conditions. So a customer would get a reminder email if they have a service due next month, once the email has been sent the system then changes the next service due date, this new date is based on what level of service they have purchased (bronze 6 months, silver 4 months, gold 3 months). But i only want it to send the email
Multi-Page Registration Forms
Is there any way to break down a really long form into multiple pages? What is the best way to handle multi-page forms? My client's event registration forms have approximately 5-6 steps in the form.
View As - Building Apps
Can we please get an option to be able to View As (both for Customer and User) I'd like to be able to see what a particular customer will see based on their permissions without having to set up a dummy user.
Common Workflows
For most of my apps, one of the first workflows I add is to fetch customer names from my Zoho Books application to populate a picklist. Since I have way more than 200 customers, this usually involves multiple API calls and quite a few lines of script to filter out vendors and inactive customers Currently, I have this script saved as a text file on my desktop and I cut and paste whenever I need to reuse this for a new app. Is there a better way to do this?
How to add a record to a filtered report
I have a single form - LISTS which includes merged lists of organisation departments, categories of objects, etc., all in the same list in order to minimise multiple Forms. I was advised by Zoho Developers this is best practice. So I have a single Form with filter Query in a Panel object on a Page (filtered by department, object category, etc.). So there are 2 Items in each Record, Name of Item and List Type (Radio). I have tested by creating a Report with Filter and same problem. All I want to do
Feature Request: Button Field Type
Oh how easy that would make so many features I want to add to my Zoho Creator apps. I would like to be able to add a Button as a field type. This Button would be able to be referenced in deluge "On input of a form". That way I can add slick features like: Calculate Taxes: This would do the complex call of calculating taxes and then writing the taxes to the subforms. Show/Hide Sections & Pagination: Right now to make it feel like multiple pages on a form, I have to do this wonky stateless forms stuff.
Basic Creator Form -> CRM Case
I've built a basic form in Creator that has 2 CRM Integration fields to find 2 different account profiles that will be linked to a case. We're using cases in this manner for requests between 2 different account types. Account A has requested something from Account B, for example, so both should be linked to the case. I've got the form set up no problem, but when I go to create the workflow to create a record in the CRM, the two CRM integration fields are not available for mapping. Any ideas here?
Fetch Application Users List
Hi, Is there a way to fetch a complete list of all users in the application? I'm trying to develop my own approval process rather than using the in-built one and I need to send an email to all users who have the "Approver" role. Therefore I need to grab the list of users and loop through them using the thisapp.permissions.roleForUser function to retrieve their role. However, I can't find a function to list all users in the app. Any help anyone can provide would be greatly appreciated. Thanks, Harry
Looking for a ready custom app
For Traffic just daily mileage using GPS and features around this
Launching Zoho BackToWork | Future-proof your workplace
Dear all, Since April, the Zoho Creator team has been working with NGOs / Government bodies / and other non-profit communities to help them fight the COVID-19 pandemic. As the fight continues, our interactions have led us to understand that businesses now face a paradigm shift in office culture. A robust, ready-to use solution is the need of the hour to help make the transition to this new normal. True to our vision empowering businesses, we made Zoho BackToWork, an application built on Zoho Creator,
How to use fetch and update to calculate current wage
I am new to deluge and I'm really struggling to figure out how to set up my creator app, particularly when it comes to referring to fields in other forms. One example: I have a form called Add_Employee which lists all basic employee info including Starting_Wage. I have a second form called Enter_Wage_Increase which uses a lookup field for Employee Name. I want to have a field called Current_Wage that calculates the employee's new wage based on Starting_Wage + Amount_of_Increase. For starters, I am
New Workflow one issue, two suggestions
I like the new workflow, it has proved helpful in finding issues. With 250 workflows in my app, search is important. The new workflow search is case sensitive, where the previous version wasn't. Is this a change or a hiccup? Can we make it none case sensitive? The second point is that the form list on the left really needs to be collapsible, as it leaves too little room for the script name. Finally, I have asked before, and I will keep asking the creation date is not that important, but the date
Creator 5 - Page Break in an HTML Page
HTML page/ snippet/whatever. I have a client with a specific 3-page filled-out printed form that they need generated from the Zoho app. In the past it was simple (but tedious) to just create a Page to mimic the printed form and then either send it to a printer or send it to PDF. To get pagebreak I had <head> <style type="text/css"> P.breakhere {page-break-before: always} </style> </head> and then in the body of the HTML where I wanted the page break I would put <P CLASS="breakhere"> and
Multiple Date fields into one report
Hi, I have a form that records 5 date fields. Is there any way I can have all of the fields appear in 1 report? Ideally I would like ti in a calendar (either in Zoho or get the iCal feed). Thanks for anyhelp.
Restoring report data
I am trying to restore a report. Several fields were look-ups, so when a related form was removed all those fields went blank. I thought I could just use the automatic back up, but the data isn't in there either. The csv files show relational ID numbers, weirdly the numbers aren't unique- not sure what's going on there- so there's no way for me to manually match up records to fill in the blank fields. Is my only option to create a dummy app, do a full restore, and download this one report to then
MAJOR Security hole in ZC5 reports(kanban)
@Support: With the introduction of the kanban report I have discovered a major security flaw. If a user creates a kanban report from a filtered lookup field, the filter will not apply to the values in the kanban. See: http://prntscr.com/lhr2k4 There is no mention of this in your help documentation. So if someone was creating all list reports and not using kanban they would not be aware of this. The only option is to remove the column from your report, in which case you lose the ability to see the
PDF blank
Hi, I have a form named Memorando that use a html view to print a pdf with the records of the form. At the moment the pdf is produced correctly (with the name) but absolutely blank. The html save the script but when I reload the page isn't saved. Any suggestion? Thanks Mic
Adding to a lookup when criteria met. WARNING... COMPLICATED
So... Trying to add a "product" (aka ID of a house) to a customer within the approval process. The "PotentialRevedyHomes" is the field I want to add the "Revedy_ID" to, but only when listing price is within the limits the customer sets and the home is within the zip code of where the customer is looking. I also want to make sure it is not a house they have declined or already liked. The problem is these are all lists and I can't get the match to happen. There is not an error, but it does not add
How to extract data from soap api response?
1. After successful request using getUrl() method got the response from URL but it is shown correctly in text enrich field only? 2. From the soap API response how to extract the values? 3. Is there any libraries like zeep (soap API clients) in python for zoho?
Input Multiple Parameters for Page
I have a page that is acting as a report across several forms in my app. I want the end user to be able to filter the report for Employee (User) and a date range. I've figured out how to use the Search to pass a parameter to the URL (open Page in same window), and I can see how to filter Panels, Reports, etc. using the parameters. It's just not clear to me how to get several user-entered parameters into the page URL. How would I go about getting the date parameters into the page URL in a similarly
LISTA SUBFORMULÁRIO
Olá, estou tentando fazer com que um subformulário exiba os campos sem e-mail, se eles não forem repetidos, pois não quero duplicidade de informação. segue em anexo print do meu código.
Fetching leads from Zoho CRM into Zoho Creator, automatically
I'd like to pull new leads from the CRM system, into Creator, on a daily basis. Is this possible? Yes, it is possible. Zoho Creator and Zoho CRM are integrated with each other, enabling you to synchronize data between them. This is done by fetching records from CRM into a Zoho Creator form. In order to achieve this, you'll have to configure a workflow alert in Zoho CRM. For instance, you can maintain the lead details in CRM on a separate form in Zoho Creator by fetching the details automatically
Add a marker on an image.
Is there a way to add a marker on an image the same way you add a marker on a map? Something like this:
Zoho creator deluge code to add petty cash transaction in zoho books
Hi, We are developing an app to track petty cash transactions received from our customers. Is there a way to add petty cash transaction in ZOHO BOOKS from our custom app using deluge code?
Updating Records on import
Hello, I am trying to update records on import (not create a new record). I have seen several community forums for this but they are all incredibly out of date. My problem: When trying to do a mass import, any records with matching ID & project ID, I want those records to be updated and not have a new line created. How can I do this?
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