Inquiry regarding how to customize CRM with CREATOR
We are using zoho CRM and CREATOR. However for accommodating our business more, we want to create an interface with CREATOR to link CRM database, and it needs customize tab made from CREATOR inside to operate database of another tab. In order to put it into practice, how should we do? best regards, Ueda
XML RPC API - Failure, Invalid or null criteria specified
I'm using the XML RPC API's for editing data, following the example that they gave (modified). This is the XML that I am trying to parse with the API: <textarea name="XMLString" > <ZohoCreator> <applicationlist> <application name='supportv15'> <formlist> <form name='Main_Database'> <update> <criteria> <![CDATA[(Return_ID=="HORP53376")]]> </criteria>
Sorting records by date on a subform
I have a subform sitting on the mainform. I have a fetch record deluge script. Two issues. First issue, I cannot do a sort on the records on the form unlike reports. Second, the records pulled up on the subform are duplicated atleast twice. Below is my deluge: fet = All_Table_Donations[Fk_Sponsor_ID == input.Child_Name.Sponsor_ID]; input.Sponsor_ID = input.Child_Name; input.Birth_Date = input.Child_Name.Birth_Date; input.Sponsor = input.Child_Name.Sponsor; input.Surname = input.Child_Name.Surname;
Workflow on form validation
I've added a workflow to extend my validation but it doesn't work. I have no idea why it is not working: Steps I've taken: Add workflow Select form to apply workflow on In my case I want to apply the workflow on Create and Edit And the next step is my line of code. But when I submit the form with one of the selected values, nothing happens, I don't get any alert. Not even when I just add an alert on top of my file so I am stuck on this. Please help me if(input.CompanyType.Name == "reseller" || input.CompanyType.Name
Iframe opened by OpenURL stopped working
Hi, I invoke an iframe into a HTML snippet in my Page using openURL. I created this workflow a few hours ago, it worked for a time and now is giving me this error: I invoke the OpenURL through a custom action. Here is the code: My pages are published: Also, when I invoke the same report within an iframe, it works. I use the following code: Please help! Also, I have a question: is it possible to filter a report by filtering a multi-select lookup with ID? For example: Url/Multi-Select_Lookup_Field
Calculate KPI
Hello, i need to calculate a KPI in ZOHO creator: i have the first Field called 'Montant_Total' using the Panel i can get the Sum() of all 'Montant_Total' like: <text type='Form Data' value='thisapp.Cr_er_Task.Montant_TOTAL.sum' size='8' color='#2A70E7' bold='true' marginTop='2px' displayType='actual' decimalPlaces='2' decimalSeperator='.' numberScale='none'> </text> and i have also all the inout (Count) using the script bellow : <text type='Form Data' value='thisapp.Cr_er_Task.ID.count'
Subform lookups
Hi All, I'm trying to fetch records but my usual method isn't working as I'm dealing with a subform now. My main form has 2 fields, part number and name. I have a subform within the main form which has a lookup to both these fields. I would like the user to add a row to the subform and select a part number(s). I then need the subform name field to be auto populated with the corresponding name(s). The lookups in question are both multi-select. Can anyone show me the correct syntax for this operation?
How can I get value from another form based on multiple user input values
Hi all, I have 2 forms, Material Cost and Quotation forms. I would like to fetch selling price from Material Cost, which 4 user inputs need to be matched. e.g. selling price is based on Material, T, W, L all 4 fields in Material Cost are drop down fields. Please see screenshot in "Material Cost Form" Here in Quotation form, I have Material - lookup field T, W, L - decimal field Please see screenshot in "Quotation Form" How can i fetch the selling price? Thanks in advance Mien
Creating a New Record, can I retrieve URL parameter?
I have a report that is filtered using a URL variable, like this: https://app.zohocreator.com/xxx/xxx/#Report:PlanReport?PlansID=3918399000000852003 When I click the "add" button from the report header, I want the new record form to open and populate the Plans field in the form with the PlansID parameter in the URL. How do I retrieve the parameter in an On Load Deluge script (to pass into the field)?
Matching Products to Deal Requests
Dear All, Use case: Real Estate agent I want to have a button on my Products page that when clicked opens a 'Matching' page that lists all the potential customers that may be interested i.e. matches on the price field, no. of bedrooms, neighbourhood etc. I then want to be able to select those I wish to email with Product brochure. Can someone describe the bones/structure of this configuration? Would it be creating a 'Matching' module, running a report on the search criteria? Would this all be done
zoho creator
How to create a workflow of auto number generating without using a auto number field?
I need to insert 300 records to a zoho creator report
I am trying to insert 300 records, but I get the following error 414 Request-URI Too Large, but if I send 2 registers everything goes well . How can I insert the 300 records into the report? I share my code. //Two Records $data_xml = "<ZohoCreator> <applicationlist> <application name='zoho-cdr'> <formlist> <form name='Formulario_Carga_Inicial'> <add> <field name='ID_CDR'> <value>1213</value>
How to check the dropdown selected value is null or not.
How to check the dropdown selected value is null or not. Iam using the following code , if(input.dropdown!=null && input.dropdown!=""),But this is not working for me. EX;if(input.dropdown=="Some value") show "Some value" else if(input.dropdown=="--select--") hide "--Select--";//i need to hide the "Some value" but that is not happening. Please suggest any solution.
autofill lookup field in subform
Thanks for any help on this. I have created two forms/tables: property and building. building is child of property and has a lookup field of 'property name' in property table. I added a subform building to property mainfrom. My goal is: 1. when user edit an existing property, all the buildings associated with the property through the lookup field will be shown in the subform of the property. 2. when user add new building to an existing property, 'property name' is automatically filled in the subform
Source IP address of Zoho servers for postUrl() commands
Hi, Is it possible to get the current IP address range of Zoho servers making postUrl() requests? We'd like to whitelist these addresses from our firewall. It would be useful if these addresses were published on the docs (or maybe they are, couldn't find though ;) Best regards, Ville
Using localized letters in Creator Forms
Hey, I´m facing the issue that my employees can´t use the german letters : Ä, ä, Ö, ö, Ü, ü and ß in my Creator Forms from the keyboard. They are getting a constant error message. Is there any solution for this problem, so that the Forms are accepting that specific letters?
Zoho Integration with ActiveCampaign
When Adding a contact in Zoho creator it should add automatically on ActiveCampaign. For that I am using workflow but it always returns:- {"errors":[{"title":"Email address is required.","detail":"","code":"field_missing","error":"contact_email_was_not_provided","source":{"pointer":"/data/attributes/email"}}]} I am using this code :- m = Map(); m.put("email","abc@gmail.com"); h = Map(); h.put("content-type","application/x-www-form-urlencoded"); response = postUrl("https://shobhitagnihotri123.api-us1.com/api/3/contacts?api_action=contact_add&api_key=d13fe84cffb52d11060b3daadc75172982e4e16d21b3f57b5b1c09363a041fe2aa779aee",m,h,true);
Multi-Select Data in Charts - How to?
Hi - I have a simple asset library (1k records) where I track things like asset type, and date. There are some fields that are multi-select (like which product an asset relates to, it can be more than one). How do I graph multi-select fields? This is a critical feature for my app.
passing parameters on embedded forms and reports
hi i have 2 forms and a report embedded on my website and i want to pass parameters between them. i was able to do it on zoho platform by writing open url script on the first form to call the report and then writing a custom action function on the report to call the second form but unable to do it after embedding them to my website. thank you for your help.
Continue display of the next form field on the same line.
I want to be able to design my forms to logically use the space on the page with some lines containing one field, some two, and even some three, horizontally. My forms are so enormously long because a whole line is wasted for one small field. I am aware of the two column option, but I can't place my fields where I want them, they just start at the top and cluster together. One column only and two columns only is not friendly at all to the way forms look in reality. Please add the option to continue
How to get total record county for application
Hello all, I'm sure this is a simple question but, I have an application built in Zoho Creator Premium and I'm signed up for 3 users (25,000 records per user). I'm planning on importing new records into the application but want to make sure I don't go over my record count since as of now I have 75,000 records at my disposal. I'm wanting to import some records from a past database we used to use (300,000 records). I want to import a couple thousand just to show my employer that it would get beneficial
1:n relation between forms and data assignment
Hello together, At the moment, I have three forms: Form: New Contact Form: New Car Form: New Car Rating In the 'New Contact' form I can create a car by subform 'New Car', so the created Car should be assigned to the Contact. In the 'New Car Rating' form I can choose a Contact by lookup-field. And now, I need a dropdown-field for choosing only the cars which are assigned to the choosen contact. I hope everybody understand my problem. In summary, I need a 1:N relation between Contact and Cars and a
Email Notifications Blocked! Need help ASAP
Hi I have been trying to address an issue for a month now and I need a resolution. One of my clients is not able to receive email notifications sent through Zoho. This means there is no way to invite them to use the application, and they can not receive email notifications when a record is submitted. The company has whitelisted the Zoho Creator domain as well as a number of IPs provided to me to give to the IT department. The IT person for my client asked if the server was located outside of the
How do I fetch a specific record from Zoho Creator?
Hi, Since I couldn't pull all contacts from Zoho Books to Creator, I decided to create two lists and keep them in sync. Among other things, keeping them in sync means if a contact is updated in Zoho Books, the corresponding contact should be updated in Zoho Creator. But before I can update the record in Creator, I need to first fetch the correct record. So after digging through the available documentation, I came up with the following script. contact = customer.get("contact_name"); booksID = customer.get("contact_id");
Barcode
Hello, In a barcode scanner, initially i have set up the scanner like when you scan the barcode it should straight go to the next field below the previous field so it means for the browser we have used enter button and for zoho it means i have submitted the form. So basically unless, Zoho doesnt update their function on enter button this is not possible on zoho. But i think there is a workaround for this like when i scan the barcode On User Input it should straight go the field i point out at using
Find "closest" previous record that "matches" the current record
Has anyone (Damien Cregan?) found the best way to find the "closest"/"nearest" previous record that matches the current record without getting the "x is an empty set and values cannot be retrieved" error? For example: RecordSet = FormA [Criteria 1 == x && Criteria2 == y && Added_Time >= "some date"]; for each record in RecordSet { if record.Field == SomeCriteria { PreviousRecord = FormA [Field1 = record.Field1 && Added_Time < record.Added_Time && ??????]; } } This works in some situations,
Widget Frame Size
I've created a widget for my app but the frame that it sits in doesn't fill the page. In the Page Builder widget height is set to auto. This seems to set the height to 700px If i change this and specify a height then this changes the frame size but I don't want to specify a fixed height, i just want it to be 100% of the container Is this a glitch or am I stuck with this?
Custom Solution limitations: Is my work down the drain?
I have been working on and off over the past couple of years building a solution for a specyfic industry. I was about ready to release my first version at the start of this year, but then Zoho implemented their Developer program, which basically said that I couldn't use Creator to make a SaaS app. That hurt, but I (painfully) converted my Creator app to a Developer app. Six months later, I'm ready to start getting clients on-board. But I JUST came across the limitations Zoho has implemented for
Attach a Template from a Creator Form in CRM?
How can I attach a PDF Template to my CRM? I found this line of code: "<variable> = zoho.crm.attachFile (<module>, <record_id>, <file_object>, <connection>);" But I don't know how I can get the requested variables through DELUGE.
Batch edit doesn't run workflow
I have a workflow that looks for a status change on a form (when form is created or edited) This works fine, but if I edit several rows by selecting them in the report and then editing a single field for all selected entries, the workflow doesn't fire (or perhaps fires for only the first record in the list). Is there a way around this?
File Stream
Hello Zoho Support, I'm creating an apps which will upload file to zoho creator and will also upload the file to zoho docs using it's API. But the problem is how can I pass the File Input Stream of the File_upload field of creator form? Because File_upload is a string, I need the actual File to be pass on zoho docs. this is my sample codes: data = Map(); data.put("filename","SampleName"); data.put("content",input.File_upload); Multi_Line1 = postUrl("https://apidocs.zoho.com/files/v1/upload?authtoken="authtokenCodeHere"=docsapi",data);
Displaying report in public website - can't get it to work
What apparently seemed to be a fairly easy task, it's becoming a nightmare for me. I have created report with the price list of all our services. This report includes 7 fields like Service name, price, category etc... show in the image below and the list goes on... Now, what I need is to filter out things displayed on my website where I will publicly be showing our price list, but I don't want all columns to be seen. For example I need only Service and Price columns to be shown. What I've tried is:
Display Record Summary Inside of the Form
How can I easily display a record summary, record detail inside of a form. Example: I have an order form. If the order form is a split order, then I want it to show a previous order (un-editable). I have the logic of finding the previous order, I just need to display it. Possible Solutions: I could create a stateless form and then have the form populated. Thats a lot of work to just show a record. Use the notes field and fetch the data and populate with HTML. This also is a lot of work since Zoho
Upcoming updates - February, 2020
Hello App Creators, Welcome back our series of upcoming updates! Here's what we'll be rolling out in the next 2-3 weeks: Custom inline error messages for fields Look up data from the same form Spreadsheet report enhancements Improvements for the Layout Designer for Print & PDF PDF enhancements for records Deluge script versioning Form workflows revamp - - - - - - - - - - Custom inline error messages for fields Many of you may have used the alert task to implement dynamic data validations. For example,
Bug: iOS app consistently crashing on image load
I’ve created an application that calls (multiple) images to be displayed in a Notes field. Works fine on pc, but the iOS app consistently crashes upon the first load of the form once a new image has been added. Subsequent loads (when the images have been saved in cache??) of the same form load ok. Please support.....
How to get data from this API response
Hello, I'm having trouble figuring out how to read this response. The result posted below is saved on a variable called response. <?xml version="1.0" encoding="utf-8"?> <string xmlns="http://www.ventamovil.com.mx/ws/">{"Confirmation":"24","Description":"RECARGA EN ESPERA","Folio":"000000","Folio_Carrier":"000000","Notice":"Feliz navidad 2019","Balance":"0","transaction_date":"23/06/2020 17:44:33","productVersion":"21"}</string> I want to get the data between {} I tried this but got null: info response.get("Confirmation");
Javascript Variable Scope
Hello Guys, I am trying to get the value of the variable "mthitems" out the function defined to retrieve the record data and run the for loop as shown below. But somehow it does not return me any value for the variable in the console if I print the values outside of the function, but inside the function when i try to it does return the proper values. Can someone help? mtconfig = { reportName: 'Match_Stats_View', criteria: 'Parent_Season==' + ssitem.ID, } var mthtitems = ''; let mtdet = ZOHO.CREATOR.API.getAllRecords(mtconfig).then(function(mtrecords)
Better Search Filters - Community Forums
The ZC Community forums are an invaluable source of information for users seeking help. However, one of its limitations is the search feature. More often than not, I have to turn to Google to search the forums for relevant information, rather than using the community forums built in search feature. When I search the community forums, I'm often presented with outdated information that was published many years ago. It can be hard to "drill down" to find exactly what I need. Here are suggested search
Rich Text Field Editor and Tag support
Why is there no HTML editor for RTF fields? You can insert HTML code, but you can't edit the entire field. The Notes filed has is, but not the RTF filed. The tools available don't allow it to do much. I worked around this by creating a multi-line text field. On the click of a decision box the HTML code is copied to the multi-line field, ediited there, on the click of another box it is copied back. Works pretty well, but I find not all tags are supported. I want to do a nested outlined list.
Problem with adding single line field
Hi, I cant add to the form i created (by Zoho creator) "single line fields". The message i got is "adding..." and nothing really happen, its stuck without doing anything. The name of the form i used is" פרטי מקור חינוך - 2014" Can you please check the issue ? I allowed you to access this form for checking. Thanks, Itai B.
Next Page