Medical Encounter Form
I need to create a form to document patient data,but one patient at a time. I do not need to create a database. I need to view the form in an easily readable document, like Word or PDF. I then need to email the document to be included in an Electronic Medical Record. I also want to export it to be included in Zoho Creator or Projects. Thank you
using the Adminuser varible
I have an application that I have set up a form to view only the loginuserid as a variable. When I set this criteria in the form field, it also locks me out of editing anything in that form base on the zoho.loginuserid variable. Since I am the admin, shouldn't I be able to edit and view all records in the application? Is there a way to tell the application that I am the admin? The form has an Employee ID field that the loginuser can only fill in their ID. Since I am also an employee, my own ID appears
Upgrade / update path
Hi, Any suggestions or tips regarding how to manage two applications / versions: 1. "development" and 2. "production" scenario. I know Zoho Creator has no such facilities but even a valid manual process will be grateful. Eventually the "production" application should have all its files in their original place too. Many thanks for sharing your thoughts with me, Regards,
Custom domain for zoho creator app
I am creating an app for the workplace of a large company. Unfortunately, it is like working for the government and I cannot convince the enterprise security folks that zoho does not pose a threat to their security and they have banned the zoho.com URL via their firewall. So I am considering whether or not I can use a private domain access to zoho in order to access a creator.zoho app. I believe that if the app were accessed through my_domain.com in some way that things would work. Am I understanding
I'm looking to add a function to calculate/update customer balances in view. Can anyone provide sample code?
Hey everyone, My application tracks customer balances against payments that come in via both cash/check and Creator's PayPal API in this view: It updates automatically from "submit/success" actions in the payment forms, but occasionally payments are misapplied, thus requiring edits that do not automatically tally (along with other small miscellaneous issues) This issue is currently is solved by simply clicking "edit" on each record, because the following "on edit - on load" script executes each
Criteria Help
Hi All Fairly simple one I think... I have created a lookup field on a new form. I want to set a criteria so it only shows values from records that are invoiced. i.e. I have a form with lots of field, one of which is 'Invoiced?' - simple Yes/No. On the new form I want to look up the those records, but only show records which have the Invoiced value of 'No'. The lookup is a different field by the way, not the 'Invoiced' one. Hopefully that makes sense? I'm not familiar with Deluge, so what do I put
Can I do a lookup on a lookup?
I have a database of client names. From that I have a lookup field on another form, with the ability to add new clients. I would like a third form with a lookup field from the lookup field of the second one so that I can populate the data from the other fields from the second form. Is this possible? Thanks Nick
Archiving Projects
Hi I have a Form which is my 'Projects List' I can create and Manage my projects but once the project has completed its lifecycle I would like to 'Archive' that project(Record), I have seen posts on how to move the record from one view and add it to another but if i do that would'nt my lookup fields in my forms still see the record as its still using the underlying Data? Should I just create a separate form with all the same tabs and then create a task that would move from one to the other? is this
Hide Column in View (Embedded Column)
I am displaying a view/table and need to hide columns. When I use "hideColumns=Contact_ID;Property_ID;Res_Unit_ID" it works fine, it hides the columns. My problem is hiding the embedded columns. I have have tried: "hideColumns=Property_ID.Address" but it stills shows the embedded column. I have also tried "hideColumns=Property_ID[Address]" but it stills hows the column. How do i hide the embedded columns? Thank you.
If statment in mail content
Hi, I would like to include if statements in our emails, so I don't have to replicate all our emails as the company expands. Something along the lines of... <p> Hi ${Leads.First Name}, <br/> Call us on: ${if (country=="uk") {alert("01273 000 000")} else {alert("+44 1273 000 000")} } </p> This will basically show our UK phone number to UK enquiries and our international phone number to everyone
subforms view only one linked field can be displayed
Seems that you can only show one field of a subform in a view is this correct ?
One to One relationship between two forms via lookup field - Strategy for no duplicates
Sorry, newbie question. I have two forms containing fields that relate to single jobs. My forms are divided by company segments (Engineering & Production). I can link the forms via a lookup field (job number) but I am having trouble because I cannot seem to figure out how to exclude duplicate entries in my second form. My Engineering form has the Job Number field set to no duplicates. My lookup field resides in Production form and is a required entry. Problem I have is you cannot tell if there is
executeXPath treatment of null value issue
Hi guys, I am developing an application which I am attempting to integrate / sync with Saasu using the getUrl action, however I am having trouble transforming the data into zoho where null values are present. I am new to Zoho and xml and have managed to get single GET and POST requests working, but I am having trouble with GET list requests. I have been searching the help info and forums hoping to find a discussion that solves my problem but have not come across anything that discusses this problem
HELP: ZOHO CRM with Creator - Linking DATA
Hi. I have been searching everywhere to find a solution to this problem however cannot find anything. When you have a look up, lets say in the "Lead Table" looking up a contact. The selected contact is associated to the Lead. And, more importantly with regards to my questions, the Lead is associated to the contact. So when the contact is selected, if you view details of the contact, you can see in the more details section, information about the lead. What I need to do is have that same relationship
Zoho Creator - Inventory Form - Paypal
Hello, I have used the Zoho Form for inventory. Form Entry: First question, is there a field of formula to generate a unique field number for each person who fills out the form? Also, I want people to enter a certain text field, but I do not want this field to be displayed when the DB is searched. Form Search: Quick back story, I am creating a form where people will "enter themselves" on the web (register) as "people/inventory". Later I want my website's visitors to be able to search the "people/inventory"
Hyperlinks - browser compatibility
I have a dashboard with hyperlinks. The hyperlinks work as expected in the Google Chrome Version 25.0.1364.99. However, The links do not work in Internet Explorer 9.0/12 or Safari Version 6.0.2. I am using the code below <%Urlstart = ((("http://creator.zoho.com/" + zoho.adminuser) + "/") + zoho.appname) + "/";%> <a href=<%=Urlstart%>#View:SITES_View target="_top">ALL SITES</a> Why do the links work in Chrome but not IE or Safari? How can I fix the links? Some users only use IE so I need it to work
Display a form from another form?
Greetings, I'm looking for a way to have a button, link or checkbox on my contact form that says "Log Notes". When I click that, I would like a new form to pop up prompting me for the notes. Can this be done? Thanks, Jeff
View Attachments Online
How to view attachments online instead of downloading it? Can this be done somehow integrating Zoho Docs with Creator?
Automatic selection in multiselect picklist
I have a Region Form which contains a multi-select picklist of Territories.. I have an another user master where there is two multi-select picklists: "Region Name" and "Territory Name". Now, while I'm selecting some regions in the user list, the territories under that region should automatically get selected, i.e; in the user form territory should be selected automatically while I'm selecting the region. How can I do this? It would be very helpful if anyone put some deluge scripts/sample application
Zoho Creator Integration with Sql Server Application
Hello, We have an application that consolidates a lot of different pieces of data into a large report, but the data comes from many different sources. Zoho Creator is the perfect tool to collect the data from hundreds of different users, but we still need our appliation to "display" all of that data. My question: Is it possible to use Zoho Creator as the front end and have the data either persisted into a SQL server upon add or exported to SQL upon command or at some regular interval? Our application
Zoho CRM field does not submit through email
I use a Zoho CRM "account name" field in my app. When I add a record through the app it works fine (through a "lookup" window). But it doesn't come through when I submit a record through email. The other fields in the email are single line. They come trough and I don't receive an error message. I haven't been able to find a solution in the forums. Thanks!
Mobile Sign-in frame clipped
Some mobile browsers (Dolphin is my favorite) give a very good approximation of the desktop experience with Zoho Creator (if they are set to Desktop mode). I have noticed, though, that the Sign In frame is usually clipped (see picture below). The Sign In still works, but one has to know that it is the submit button, AND one's finger has to be nimble in order to "click" the little bit of submit button showing. Might this be something that Zoho could fix by moving the check boxes to the left and putting
Import XLS form load - incorrect tab
I have found a bug with Zoho Creator When I go to "New Form" and Select Form Type "Import XLS" I then select a Tab from the Place this Form under dropdown I then paste in my data and click Done The form and data gets created fine but the Form and View get created under a New Tab. It's not a major problem but the new form and view should exist under the tab I select. It is a hassle moving the form and view and deleting the link. Can you please fix this issue?
A form to add products with multiple variations - and manage the sales & inventory
Hi, I am trying to create a form that will allow me add products that has multiple colors for each of them. Example: Product with code number '405' has 10 colors. Color number 1,2,3,4,5,6,7,8,9 and 10. And I have around 100 products, each one has 10-20 colors. When I sell these products I usually sell a couple of them with multiple colors for each. The color listings for each product are not always the same (not always no.1-20, but usually it is) I want to be able to select a product number in the
How to hide Form Link
I need to hide the form link. Is this possible? I don't want this form exposed I'm simply storing data there.
custom HTML Views
Hi, I've asked this question, but seems I can simplify more to get an answer (that I really need here). When I create a Form for "Tests" with a lookup field: Label Name: Project Import Date from: Project -> ID Display type: Dropdown Advanced Display: displayed as "Name" property for example. Then I want to process a custom HTML view for "Tests". with params: params='zc_Header=false&zc_Summary=false&zc_EditRec=false&zc_SecHeader=false&zc_RecSelect=false&zc_Footer=false&zc_ColMenu=false&Project=<%=Project_ID%>'
pagination in custom HTML view
Hi, Is it possible to add pagination into custom views? Thanks for any response
Send details to my hotmail calender
Hi, If I create a form and within that form id a date and time field for an appointment, is it possible to send that date and time along with the clients name to my hotmail calender. Thanks
Prevent form from displaying?
Does anyone know if it's possible to prevent a form from displaying based on a condition like whether or not the user is the administrator? For example, I have this deluge script working (somewhat): on Edit > on Load: user = Users [User_ID == zoho.loginuserid]; if (user.Role != "Administrator") { alert("Sorry, you don't have permissions to use this feature."); }It displays the alert box as expected. What I need is a way to just show the alert box, then when user clicks OK, the form would
Reset forms & passing parameters
Background: I have an order form that capture ORDER_ID, ORDER_TYPE, PARENT_ORDER_ID and other details. The ORDER_TYPE can be of type child or parent. When a user submits a parent order, they child form is loaded afterwards. It will pre-populate the form to be of type child and save the previous form order id as the child's parent id. This part works fine. Implementation: I have added deluge script via the On Add Submit so that the parameters are passed via the URL next_url = "https://creator.zoho.com/<<application
Login Restrict Records Global
Is there a way to build a stateless form and use that form to create a global variable or session in which i can restrict records. I need a way for people to use this login form to view records but also restrict records I don't want them to see. The standard User functionality only stores two variables (added_user & modified_user) . Well i am the only one adding and modifying records so these filter don't do any good when you want to restrict records from people who did not create or modify them.
Linked Form Update, When update is clicked I just get a message and no redirect.
Hi Guys I have a HTML view that does a for each and the for each creates a hyperlink to the FORM with the ID number, this all works great, but however if i decide to change anything on that record and click Update I get a blank white screen with big bold DATA UPDATED SUCCESSFULLY!! Java Message and then it stays there... how can i ensure that i get the usual Zoho box in the middle of the screen then a redirection say to my main page or even the same page but reloaded... Thanks
maximum number of characters for multi-line fields
We are setting up a database with several multi-line fields. When we import the data the text is invariably truncated. The documentation mentions a 64Kb limit for fields, but what does this translate to in terms of characters/words per field? Is there any way of increasing the character limit for a field?
Linking fields from two different Zoho Creator databases
I have two separate databases in Zoho Creator, and would like to be able to link some fields from each together (so I don't have to make the same changes twice). Is that possible and, if so, how? Heidi
Zoho Invoice CreateInvoice Function from Creator
Hi Guys I am unable to set PayPal, Standard up as an Online Payment Option using the CreateInvoice Function from within Creator. The help file says that "PayPal" is a Key Name that I should be able to select and set in the mapping variables, and if I assign it a value of 1 it should set the online payment option to PayPal, Standard. However, PayPal is not listed in the available Mapping Variables Key dropdown list. Simply typing it in does not appear to work - here is my script. respVar = zoho.invoice.createinvoice({
Is Zoho Creator the best option for my project?
I don't know if I am doing this right but I have been studying zoho for more than 2 days, I don't need a form in my project. Is this project possible by using only Zoho Creator? My project flow is: 1. Upload CSV file containing the data > Time Of Call, Project, Disposition, Call Duration, Zip Code, State 2. Generate a report that will find the Best Time to Call (means that I have to find the data where call disposition = successful call) and the Best Day to call Example: ViewCalls Time Project Disposition
Can't duplicate my app nor upload .ds file
I'm trying to duplicate my "Christmas for Kids" application. I tried saving the script for the app, made the changes, but now I can't find a way to upload it. I have shared the application for support. Please advise. Rick
Print HTML View
Dear all, I have a HTML view. This view is linked with multiple forms by their unique ID. Now, I have to print this HTML view. How can I do that? Pls help. Thanks in advance, Sudhakar Saha
How do I compare dates (earlier, later, difference in days)?
Hi, I have a form in which I have the users enter two date fields (via the little calendar icon). I want to compare these two dates and if one is earlier than another, send an email A, otherwise send email B. The thing is, when I do...: if (input.date1 < input.date2) { sendemail(); } ...it doesn't quite work in all cases. For example, if date2 is 12/21/2012 and date1 is 1/10/2013, it'll say that date1 < date2, when actually date2 is earlier than date1. How do I compare dates and find their relationship
Add entry in Products section in Accounts module via Zoho Creator deluge script
Hi, As above and tried below scripts but I could not get the Products section work. Creating Notes is perfectly fine.... mp1 = { "entityId" : crmAccountAdd.get("Id"), "Note Title" : "Product Code", "Note Content" : input.Product_Code }; resp = zoho.crm.create("Notes", mp1); But creating Products didn't. It only creates new product in Products module... mp2 = { "entityId" : crmAccountAdd.get("Id"), "Product Name" : "13/1300 Number", "Product Code" : input.Product_Code }; resp = zoho.crm.create("Products",
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