How to make each record that i am referencing a clickable link ?
How can I make each record that I am referencing a clickable link in report setting?
"Set Filter" for lookup fields inconsistent implementation on web v's mobile app
Hi, When using the "Set Filter" option on a lookup field in the mobile app it will update the lookup when I update a dependent field via deluge. In the web browser this is not the case, filters will only get invoked when a dependent field is updated manually. Effectively I now cannot use the "Set Filter" option. Damien Cregan Hire an Expert
Can the new (2016) UI be implemented for old accounts?
Hi everyone, I have the old (pre-2016) interface on my account. Is there a way to enable the new UI for old (pre-2016) accounts or am I stuck with the current interface? I can't seem to find any button or link that enables it.
criteria report last record
hi I would like to give as criteria in my report the following : [last_record_added = STOCK [(CLIENT== input.CLIENT && SUPERMARKET == input.SUPERMARKET)] sort by Added_Time desc; (last_record_added.TOTALBILL> 0.0)] is it possible to have this level of criteria in the report? How could I filter my report that way thank you
Update a record's field in Zoho CRM by using creator.
Hai Team, I have a issue in Zoho creator. if i update a record's field in Zoho creator automatically it should update in Zoho CRM. How to do that? Ex : In product module,if i change the unit price field in zoho creator.Automatically the same field in Zoho CRM have to get change for the same product. Hope will get a response back ASAP. Please send me the code. its very useful for us. Thanks in advance Abishek.
Help me create line chart
Hi. This is my database I want to make a chart like this to print out the process for each customer I have set the columns like this but nothing happened ! Pls help me. Thanks
Possible to use same script for two subforms (that are identical)?
Hi, My current script is super long, I hope there's a way to make it shorter: I have a main form, with two subforms in it. The subforms are completely identical, it's just that I had to display them twice on the same form and Zoho would not let me add the same subform twice. I have a pretty long script that needs to be run for each subform on On Edit -> On Validate. is there a way I can use the same lines for both subforms? To make thing easy I'll elaborate a bit: The subforms have 3 fields: Date,
SMS Twilio
How to use form field as part of text message, I am able send text message successfully, but I need the License_Expire_Date field as part of text. when use this script below the message does not go through, but replace the License_Expire_Date with sample text message it does work. Thankful for any help. This works var = input.Phone_Number.toString(); var1 = "+1" + var; //info var1; resp = twilio.sms.send("Driverlync",var1,"DL EXPIRED"); info resp
How can I set up auto refreshing time for other users in their views ?
I check forums but did not find browser auto refreshing time for added or changed data by forms. If a user submitted a form when other user can see this data in his view ?
Quickbooks Online issue
Has anyone successfully connect to Quickbooks Online? I've setup a Connection but when I try to execute: searchResponse = intuit.quickbooks.searchRecords("Zoho", "{company ID}", "SELECT * FROM Customer where DisplayName='Insert Name Here'"); I receive a "401 unauthorized" error. I've checked the Company ID in Quickbooks online several times and it appears to be correct. Could this be due to using a Canadian Quickbooks database? Thanks!
Allow user to insert new single line text in a form?
I'm creating a simple application (contacts) but one requirement has me stumped. Seems like it should be easy but I'm not able to come up with the right search terms to find the answer. The requirement is to update an existing record with a brief note of when the contact was last met with and why. The note is simple freeform text (ex. "Spoke by phone.") and the date can be a timestamp or a date field. The date does need to be a distinct field because the user wants to be able to search by date
Printing Zoho Page with embedded Zoho Report - is this possible?
I have a Zoho Page with an embedded report. I turned on the header option to print the page. When I print the page, the report gets really tall and spans multiple pages. When you go back to the page the report also stays tall and starts scrolling within the element window. Is this proper behavior or is there some configuration that I'm missing. I see there is an embed as image in Zoho Reports. Do you need to use Zoho Reports to do this or is there a way to get an embedded report to print properly
Automatic Numeric Field Increase (without Auto Number)
Is it possible to have a field (numeric) automatically increase by a set "number", in this case just one (1) everyday without any input from a user and display it on the screen before the user edits/updates? I've search the forum and all topics for help with this and can't find anything. IE. ...... Day1 = Day1 +"1" if Day1 equaled "10" it would automatically update if I ran the scheduler or "WHATEVER" Zoho has to increase the number before it is displayed on the screen in onLoad. The field would
Please specify a valid date value in application date format
Any time I try to save a workflow action got this message. Check on application date format and it was choosen from standard dropdown formats. No clue, please help
How to create statistics for each employee who add records through form?
Dear developers and colleagues! I am just one month zoho user. Even I have not yet discovered all the abilities of Creator I believe I can develop exactly what I want: simple and effective application. By now I am almost done, but there is one thing left which I never thought I could stuck at...a super primitive statistic report showing performance of each employee who added records in certain date range, e.g. Today, Current month, Last Month, Total. Showing the count of both, total records added
Automatic CSV Import/Upload
Hello All: I am attempting to set up a daily import from a local CSV file into my Creator Application. I have found the migration tool and understand the parameters. I just don't know how to edit the commands within the zohocreator.exe application. No doubt this is simple, any help would be appreciated. Further, I may be overstating my knowledge so specificity would be helpful. Dave
Please share your experience with the NEW UI
Hi Zoho Users, I'm a long time Creator user and I have been testing the new UI for a while now and I feel like 90% of the bugs have been fixed. However, based on my testing it seems that the new UI is about 2-3x slower! I love the new UI and and I'm willing to give up speed/performance for a more polished look. I'm curious if anyone else has seen the same results? Have you switched over the the new UI? If yes, do you have any issues? If not, what's holding you back? Thanks. Zalman
Customer Portal User change of email
Hi, I came across the following situation: one of my customer portal user changed his email address. This mean, I have to create a new user with his new email. The problem is that I want that he keeps access to the data he added with the previous one. Someone has had the same situation? Any help appreciated
Go back to dashboard in mobile app
Is there any script or way to close a form after successfully submit a record and go back to the dashboard (screen showing all forms/reports etc in my app) in the mobile app? My employees use the mobile app with QRcode capture in our main form. This form displays the camera screen (before displaying the form) and never closes after capturing the QRcode. I need my users to go back to the dashboard after every QR is captured &recorded so they are able to open other forms (which is not always the
driving a SIP softphone in Creator
I've already installed a SIP phone client (Bria) and set the browser default. Not sure why this won't open a new window as an easy way to drive a softphone call? varX = input.Main_Phone_Number.getAlphaNumeric(); openUrl("sip:" + varX,"#Script:page.close", "same window");
Feature request: CSS editing in record summary
Hello, I really like the idea that I can customize a record summary template to fit my organization's needs. However, I feel that the HTML editing feature is very limited by itself. Would Zoho consider giving users the option to edit the page in CSS? I think this would be an extremely useful feature which will give users the ability to further customize the templates. Thanks!
Problem with search form code
Hi I'm new in programming and really need help with my code that I modified from tutorial link here: https://www.zoho.eu/creator/help/application/search-interface.html What I need to have in my application is search interface where I can find records by user input and show them on page. I modify code form tutorial to my app where all data are stored in Item_register and I want to looking for records that have same value as input in fields Model_Name, EAN_CODE_Value and Item_category. Problem:
help to fit graph report into dashboard / screen
Hey guys maybe somebody can help me 1. Can I change the graph report size to be seeing in the window without using a scroll bar? 2. I am embedding reports like the previous in my dashboard, however the graph, even with a scroll bar, won't show the whole X axis, below the code I am using in it, I'm using a previous dashboard code so maybe I need an extra line to fit it in, thanks .monthFrame{ width: 99%; min-height:380px; max-height:100%; //margin-left:10px;
not receiving emails
hi, this is now the 3rd time within a week that we have not received emails sent through sendmail in Zoho creator. we have a production system that has been affected each time. zoho made a fix twice but the problem's back again? i called support and no one picked up. i've sent an email to customer support but no one's responded.
Can't access my uploaded documents
All of a sudden I can't view or download the documents that are uploaded to my application. Last week my staff and I could. Now they are denied access (even though they are granted access) and When I click on them nothing comes up. Anyone experience this? There is nothing in field permissions that has been changed. Help! Christine
Access Image from API
Hi, is it possible to access a image with an authtoken It is not a good solution to save the complete HTML tag into a database. Why was this done? I am currently getting the picture url with regex but unfortunately, i can not access the picture because I have to log in. Is there a way to get the picture with an auth token? Thanks Daniel
Figures don't show up when creating report chart
As shown in the picture. There are a lot of thing that are in the form but are missing in this column to be chosen. Can anyone help me ? tks
Fetch XML response from Zoho Creator rest api
Hi, I'm having trouble figuring out how to use their rest api. I read their document but the explanation was not clear enough for a beginner like me. Can someone give me a simple example of how to use it? I really appreciate any help you can provide.
Duplicate Application
Hi, I am trying duplication my application before making any changes, in home screen I click Duplicate Application under ICON, but nothing happens. no errors no message appears. Thank you in advance for any help or suggestions Lee
Import data problem
I'm having problems importing data. The import file was exported from a Zoho Creator App and now I'm trying to import it into a copy of the same Application. I'm going to use the copy of the App for development. I'm trying to populate the forms in the copied application with the same data in the original application to get a realistic development environment. The import works fine on most of the forms/tables, however I'm getting strange non-descriptive errors on a few of the forms. It seems the
Summing fields in a subform
Hello. I'm relatively new to Creator and Deluge and I'm hoping someone might be able to help me solve an issue I'm having with a Creator app I'm building. In this app, I have a mainform and a subform. Each row of the subform has a "Total" field which I have managed to automatically calculate. What I am trying to do, however, is sum up the amounts in every row's "Total" field, and display that in a field on the main form. My early attempts at scripting this resulted in various form execution errors,
Finding and editing records of a form using another stateless form
Hello, I have two forms in my application. One has data (Form A) while another is a stateless form (Form B). Form A (the form with data) has various fields and one of those fields is a unique ID field (Ticket ID - put in by me). Here's what I want to accomplish via the stateless form: The stateless form records data entry in a single single-line field I want to use this data just entered to search the Ticket ID field of Form A If there is a match in the Ticket ID field of Form A then I want to modify
Open an specific form when mobile app is launched
Is there any way to automatically open an specific form when the mobile app is launched?
Accessing and editing records from another form
Hello, I have two forms in my application. One has data (Form A) while another is a stateless form (Form A Check In). Form A (the form with data) has various fields and one of those fields is a unique ID field (Ticket ID - put in by me). Here's what I want to accomplish via the stateless form: The stateless form records data entry via barcode or manual entry I want to use this data just entered to search the Ticket ID field of Form A If there is a match in the Ticket ID field of Form A then I want
Remove Set Filter Limitation From Report
Hi - I have a form that collects employee names, and then a form that collects notes for each employee, using a drop down field for name pulling from the employee name form. I have used "set filter" to limit the drop down to active employees, which is set in the employee name form. I would like to create a report that shows notes on inactive employee with a filter by name. However, when I add the employee name as a report filter, it applies the same "set filter" limit so I only see active employees.
How to implement price into the form?
Hello. Could you please explain how I'm able to implement prices to the form. The idea is when person selects a certain service, the total sum should be seen in the bottom of the form. So each time when person selects extra services the total sum is changed. Thank you in advance.
URL criteria syntax
Hi, I'm trying to open a report based on a set of criteria. The criteria are: The BkCourse_ID field is the same as the one entered on my stateless form that I'm invoking the report from. The Booking_Status field is not like "Cancelled" The Booking_Status field is not like "Exchanged out" I can successfully open the report with the first two criteria as the filter, but I'm struggling to come up with how to add the 3rd to the URL coding. Here's what I have so far: rec = Courses_Setup [ID = input.Course];
I wanna create an application that can search and view the CRM i have.
I wanna create an application that can search and view the CRM i have. I need a professional guide how to do it. to where i can fetch the record i want to be viewed with, fast searching for the information inside the CRM, and possibly published to either Google Play and/or iStore
logging in using userid instead of email/phone
Hi, I understand that when the zoho account is created - a userid is created eg bkmaithili I am able to login using email or user id But today i have created a new zoho account - but am not able to login using the user id.. It throws an error asking for email/phone number My query is that 1.how to login using the user id? 2. can we create our own user id... the application will be used by few people - are we dont want to have a login based on email id - just a generic userid - eg Appuser1
Auto fill form field with the same value as the last submitted record
How do I fetch a value from the last submitted record so I can set that value as the default value on loading the form?
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