emailing records
Thanks for the awesome product! I've been learning as I go and am still getting hung up on some of the basics. I have a scheduled task, to send an email based on a date field in my new_purchase form. I would like to include the record with the date field that I am evaluating as a part of the body of the email. I have successfully sent the email, but do not understand how to get the record and place it into the body of the email. Also, is there a place in the documentation that defines all deluge
Track changes to a specific record type - Audit Trail
I am looking for a way to track changes to a specific record type. I have a shared task list where I want to have change-log/audit-trail of "Who changes What and When" This should work for: 1. single record edits 2. bulk edits Can anyone point me to a solution for this? Jaco
Dynamic pick list not working
Quick question: I've created a dynamic pick-list that updates based on the value of a another field (field_A). The filter criteria for the pick-list was entered during form creation. My problem: the pick-list updates correctly if I manually enter a value into field_A, but not if field_A is updated via a script. Shouldn't it behave the same in either case?. A more detailed description is in an unanswered earlier post. Thanks for you help.
Problem with XML to add a record to a table I have created in Creator
Can you please tell me if there is anything obviously wrong wit the xml below. <form method="POST" action="https://creator.zoho.com/api/xml/write" > <input type="hidden" name ="authtoken" value="**********************************"> <input type="hidden" name ="scope" id="scope" value="creatorapi"> <textarea name="XMLString" > <ZohoCreator> <applicationlist> <application name='moreland-umbrella'> <formlist> <form name='Workers'> <add>
user shared apps list not updating
I have had a couple of users report to me that their shared apps view does not contain an application that I have shared with them. I have tested this and can confirm that on one test account (where I have 3 shared apps), one of the apps no longer exists but there is still a link and the newly shared app does not appear. I deleted the share on the last viewable shared app and the new app and reinstated them and they both now appear. There is however no apparent way of deleting the shared app view
Are you sure you want to navigate away?
How do I script for forms that users have started to complete/modify that prevents them from navigating away to another page and loosing their progress? Something like... "You are about to leave a page; do you want to save changes?"
Working with subforms and related main form field
Hello. I'm new in Zoo Creator and i need help. I would like to write a Deluge Script and i have doubts. In order to track the daily tasks from every employee on my applications I´ve got a registration form called "Daily Report". This registration form has got a "DailyTasks" sub form from which every employee must specify the developed tasks (spend time, description of the work,...., and a last field where the employee can say if this task is a part of an open project). Daily Report Employee String
Event attendee database - total attendee tally field needed
I am hosting an event - each RSVP form asks how many people will be in their party in a number field. How do I get a total attendee tally? Any help would be appreciated. Thanks, coachbob21 ______________________________________________________________________________ Update - I figured out how to set up a "Total Attendees" report and it works great.
Error: Variable 'thisapp' is not declared
Hi, I'm getting a weird error message when trying to use a custom function in the OnLoad script of a stateless form: "Variable 'thisapp' is not declared". The form is https://creator.zoho.com/ahatton/form/278/3/scriptbuilder/# and I have allowed edit access to support. The code I'm using is (and I generated this using the script build to make sure): prefix_str=thisapp.child_registration.getPrefix(input.child_number); and the function declaration is: string child_registration.getPrefix(int child_num)
Get me started Please
Hi, Just set-up Zoho CRM and works great. Now trying to use Creator to solve Quoting system and I don't have any coding experience although fairly intuitive. Can somebody help me solve a script to get me started. I have a form called Materials with a field called Product_Description and Product_Std_Cost In my current Form called Modular Component I have one field called Material_1 which is a lookup of Product_Description field in the Material Form. All fine up to here. In my Modular Form
Fill in parts of a form for the client
Hi, I am new to Zoho, so apologies if this is a basic question... I want to create a feedback / evaluation form that I can email to clients following a product launch or show, but I would like to fill in parts of the form for them, i.e. their name, the dates of the event, the name of the activity and so on - is this possible? And if so, how would I do it? Many thanks in anticipation of your help. Mark
All data is gone
Hi, I changed a field in a form and all data seems to have been deleted from the Creator app. What is the problem and how do I get the data back?
Using Lookup but eliminating entries from new list
I have an app which my sales team logs their sales into. Their is a field named "Order #" on this form which is a unique number. I have a follow up group of employees who follows up on sales from the previous week. I have created a second app for this group and am using the lookup field to import the "Order #" from app 1. I am able to use deluge to filter out all sales older than a week old, and to select based on the country. But once the customer is contacted and the form is filled out (by
Trying to hide a field
I am trying to hide two checklist fields on Load in a stateless form. The code I'm using is : AvailDate = Availability [((Date_field > zoho.currentdate && Number_Available > 0) && Appt_Date_Scroll != "")] sort by Combined_Date_Time ; appt_test:ui.add(AvailDate.Appt_Date_Scroll.getall()); hide Select_Room_s; hide Select_Product_s; When the appt_test field gets the data from the other form, the two checkbox fields appear. Any Idea's? Thanks!
Autofill an Add Lookup Link
Is there a way to autofill an add lookup field before it is submitted? For example, I have a Task form and on that task there is a project lookup field and beneath that a component lookup field. The component lookup field is a dynamic picklist based on the component form that associates the components only that correspond with the project selected. All of that works fine. My question is, when I click on the Add Component if I need to add one not in the list, it takes me to the popup of the Component
Zoho Creator & Quick Books
Hi, I need to integrate Zoho creator with quick-books. Is the integration possible or their is a alternative way. Do you have a Creator and Quick book integration.
Create customer in Invoice
Hello: I've read https://www.zoho.com/creator/help/script/create-customer.html but can not get the script to work. I' ve created a script on add-on success in the form. The code is: success message "Datos añadidos correctamente"; cliente = zoho.invoice.createcustomer({ "CustomerName" : input.ApNom, "Email" : "", "BillingAddress" : input.Domicilio, "BillingCity" : input.Poblaci_n, "FirstName" : input.Nombre_del_padre }); openUrl(("https://creator.zoho.com/adminpsicotrade/tea-cloud/#Form:Pacientes_Escolares"),
How to duplicate entries?
Hi guys. I'm new using Creator and this is amazing. Right now I need to duplicate last week entries for each person so they don't need to reenter the same information. Can i do this? Thanks in advance Pablo
Typo in the press release notification
Dear zCreator Team, There seems to be a tiny typo in the zCreator press release notification. The word 'co-operation' has been inadvertently mis-spelt. I have enclosed the PR notification along with this note for your kind reference. ---- Deepak Vasudevan http://www.linkedin.com/in/lavanyadeepak
Any way to Allow Customers to Submit, Store, and Search Records without having to Create a Zoho Account??
Please bear with me as I give some background on my organization so I can set the stage for the issue I am having. My organization is completely run from a website. It is somewhat of a subscription-based search service where parents and babysitters can locate each other. I will have thousands of users that will come to my website, fill out a seperate registration form AND questionnaire form/profile (will be rather lengthy) pay for level of service they want, and then perform searches and other functions
Can you update a sub-form without closing main form?
Can you update a sub-form while still in the main form? I what to update a Unique ID number when still in the main form to use in another Sub-form. Mainly just to save time.
Auto fill a sub form
I am new to ZC, and pretty sure this should be simple, but cannot get it to work. I have a Main form "Customers" with field "Company". Then I have a sub-form "Invoice", and when I create a new invoice for each company, I want the "Company" field in the "Invoice" form to populate. Thanks
Is it possible to call zoho variables in a column heading?
Is it possible to set a column heading to zoho.currentdate.getMonth() ?
Leading zero for period
Hi, I have a date field capture posting date. Then, a formula field convert the posting date (2013-02-01) to period (201302). I have applied this formula on the formula field: ((PostDate.getYear()).toString()) + (PostDate.getMonth()).toString() System return 20132 but I need the leading zero for Feb -> 02 instead of 2; otherwise sorting will be a problem. I didn't find a padding function and looks the substring function does not support -2 as starting position. Is there any workaround solution? Quincy
Zoho Beginner Exercises and Tutorials?
Are there any exercises for beginners? I am having trouble with the deluge scripting. I have a little programming (Visual Basic 2010) experience, but I am not sure how to use deluge. So I was wondering if there are any exercises for beginners that can get me familiar with Zoho Creator. I already know the basic drags and drops of the tools. Thanks!
find duplicates in database
hi i just made one new app in creator only for managing contacts (names, emails, phones, firmname, addresses, etc) and try fill this database with data from excel there is manу excel files in which data can duplicates how can i search in full database duplicates values and (for example) make new view for them? example for search - email, last name
Count boolean values in a column, ["true" only] for use in a report
I need to report on a table that has many columns where the data type is boolean "decision" values of true/false. I only need the "true" to be counted, Example is: EMPLOYEE answers inbound phone call and logs the CALLER name. Each employee gets credit for a call as long as CALLER is not blank & 1 decision field D1,D2, or D3 is true. This pivot reports the totals every week. table data EMPLOYEE CALL D1 D2 D3 EmployeeA Tom FALSE TRUE FALSE EmployeeA Nick FALSE
Generating a report in ZC
I'm confused as how this works in zoho, is there an example or documentation on how to do something like this? Say I have employees paid by job, where each job is paid by hour. I'm a little lost as to where to create a report like this in Zoho Creator. So I have a form/view like these: Employees --------------- ID Name Hourly Wage Job -------------- Employee (lookup Employee.ID) Time Start Time End Status I need a report like this for each Employee ... where user chooses Month/Year Job TimeStart
Creator stopped sending e-mails?
Hi, I have figured out that creator stopped sending e-mails after the completion of the form that is embedded in my web site? It was running perfectly before 8th Jan. Since 14th it does not work at all. Here is the form https://creator.zoho.com/istanbultangofestival/2013/#Form:Registration_Istanbul_Tango_Festival_2013 Regards... Aydogan
Hide or Show multiple fields
What is the syntax to Hide or Show multiple filed in a form? I would like to hide filed three fields in a form example: hide Service_Type, Street and Notes. Thank you.
Problem: Cannot assign a single value to a dataobject
Hi, I'm getting the following error: "Cannot assign a single value to a dataobject" whilst trying to iterate through a list. Could you take a look? The code is at https://creator.zoho.com/ahatton/kidsoccer/htmlview/Viable_coaching_slots/edit/ (edit access provided to support). and pasted here for reference, for other people. lstTimes = list(); ... for each timeSlot in lstTimes { if (timeSlot.startsWith(hour + "-") && timeSlot.contains(day)) { numSlots = numSlots + 1;
Doubleups in fetch records
I am using a fetch records to narrow the output of a lookup picklist, when I reun the fetch records, and then add them to the picklist I am getting multiples of the same, and the sorting doesn't seem to work. When the form loads there aren't doubles, just when you narrow the results. Here is the code to narrow: I put a clear in to ensure that they were clearing before adding... hazards = (Hazard_Register[(Site == input.Location || Site == "All Sites")].Hazard_Name sort by ID).getall(); clear Hazard_Name;
Help updating records on user action inputs
Hello, My team and I were attempting to have one form impact another form's data once it was updated. We wanted to make it so that when a client in the "Client Listings" form checks out a bike on any particular day [Check_OUT_Date], it will then change the status of that bike [ServiceStatus] from "Online" to "In Service" in the "Bike Listings" form. We believe it is possible to do this, and we almost made it there, but we got stuck because when we went in and tried to edit it in the "Actions on
300: Stacktrace error
I am looking at a form and I can see the following message "300: Stacktrace:' before the form fields begin and also some more codes at the end of the form "296: 297: 298: 299:". I also can't update the form elements. Can you please resolve?
Choose how CRM field fills in Creator application
In my application I have placed a CRM field called Customer Name, which is pulling from Leads in the CRM. When I execute my application, the field is being filled with the Lead Name (John Doe), instead of the Company Name (XYZ Company). Is there a way I can have the field fill with the company name instead? My goal is to select the record from the Leads module in CRM and have all the contact information for that lead populate respective fields on my Creator form. I tried to add the following to "On
Using loops, how can I send e-mail reminders everyday until a certain date has been established?
This is a rental application. I am having trouble setting up a loop to where it keeps on sending the customer an e-mail message reminder of their past due item every day until they have returned their item. I need a loop that runs and executes the code below and stops once the customer's Actual Check In Date is reached (ActualCheckInDate) Here is my function code so far: void emailoverduereminder.EMailOverdueReminder() { // Please write your Form name here, which having record that dues deadline
Default sort order
It seems that over recent times, the order in which records on my main table are being displayed is no longer that in which they were added. I can't quite see whats changed and wondered if you might be able to shed some light on the issue. It is the 'Train2Drive Pupils' application, and the 'Pupils' view. For example, Chloe Buckley was added before Joanne Cook. I have left support access open just in case you need it. Many thanks, Adam Smith
Help with script to create a new record on user action
Can someone help me, I need to create multiple records based on user input (radio button), replicates of original records with only date fields modified. any examples where this is done?
trying to DeDuplicate using a function
I'm trying to write a function that will help identify duplicate records by using a primary field as a flag. I'm not sure why the following isn't working, any thoughts? void deDupe(date added_time, string city) { pile = List:String(); for each rec in Lead_Master [(City = input.city && (Appointment_Date is not null))] { var = rec.Primary_Phone; if (pile.contains(var)) { for each check in Lead_Master [((Added_Time = input.added_time && City = input.city)
Tab Filtering
Hello, I would like to know if there is any way of filtering on a tab level (rather than view level) I have 23 tabs each for a separate country. Under each tab I have a set of views with data from my forms. There are 10 views in total (eg. General Country Information, Key Economic Information, Key Demographic Information etc.). I might change things on one of the views (to exclude or include certain fields). When I do that I would like this to apply to all my tabs at once - so that I don't have
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