Build a zoho creator view like the account / contact view in zoho crm?
I reviewed the how-to documentation, but I'm assuming I keep overlooking how to do this: I want to make it so when i click on accounts, i can click the individual account and see an account summary page with all its related contacts. then be able to click the individual contacts to see their account detail. Could someone link me to the part of the documentation that goes over how to do this? Thanks!
copy creator's app&database to other account. how?
Hi how to copy creator's app (with logic and functions inside) to other new account? thanx.
Problem on uploading application
Today, I got a mail from zoho while uploading my application to one of my clients account: There is some problem while publishing your application Travel Agency CRM. Reason: Encountered "display" at line 259, column 21. Was expecting: "view" ... Please contact support@zohocreator.com for more details. Thanks, Zoho Creator And as a result of this we could not able to upload my application.. But, I could not able to find any error.. Pls suggest what should I do?? Is it a problem of new
Change appearance of File Upload field
The current layout of the File Upload field is slightly off, which I think ruins the otherwise quite polished look of forms that use it. For users that are trying to persuade their company / client that this is a professional tool it can make it look a little amateurish. This may only be the case when using the Professional theme:
Creator or Other Zoho's App to solve business task?
Hi i use new creator app for my new project. specificity is: in email conversations with clients i agree with price for selling services all prices calculates via simple calculator in this creator's app some clients buy few times different services (right now i just duplicate entries it is not so good) right now is two gates - 1 gate creator's app with client's entires 2 gate email system with clients conversation i need duplicate prices and conversations from app to email and vice versa (it is not
How do you change your loginuser ID?
I would like to change my loginuser ID from msworn to qmarswo. When I change my nickname in Zoho Accounts it does not propagate this through to my loginuser ID. Is there another way I need to do this?
Date Filed not displaying
Hi, I 'm having a bit of an issue displaying a date date filed when trying to Set Criteria for a view. The field is viable everywhere else, excpt under the Set Criteria area. I it is not vislae in order form me to chose it as a criteria. Thanks.
Mod is not working
I made a function using info in this post: https://help.zoho.com/portal/en/community/topic/how-to-randomly-generate-a-3-digit-number It only returns a ZERO each time. Also fails in an HTML Cheers, John Whitney
disable mandatory field?
I want to conditionally disable a mandatory field, but can't get this to work! I have three payment options. If someone selects "Credit Card", I want the PO# and Account# fields do disable, but this doesn't seem to be working. I currently have PO# set to be a require field, and this seems to be causing the problem. Maybe I should simply define the goal instead of the problem: I want the user to pick either Credit Card, PO or Acct# - this is a required selection. I then want a new field to
How to attach pdf document of record in Email templete to send these attachment on a custom action in zoho creator
How to attach pdf document of record in Email templete to send these attachment on a custom action in zoho creator
Broken LInks in help files
At least the ones associated with this topic: http://www.zoho.com/creator/help/url-pattern/functionality-based-urls.html#To_convert_HTML_view_to_PDF
Create Formula in Reports other than the Aggregate Formula
Exploring through the Report Tab in Zoho Creator is very easy and convenient, however, I have some problem regarding on producing the right output. I wanted to create summary report where I can collect the sum of the values, identify the highest and lowest value, or the most redundant value within the recordset. Browsing through the sub-form upon clicking "Add Agreggate Formula" in the left panel of the report tab (see image), i found different options from the Click to Insert Functions dropdown.
Using a formula to count non-numeric row
Hi, I am having trouble creating a View I need from a form. I want to count each text input in a row, but am having trouble using this formula: "Lead MP + JGA + TF + PB + JD + JA + CS + CM + MF + KC + AW + SS + MB + DB + MC + DD + AG + CA" Only 4 of these fields will ever be selected at once, so an example of what this returns in the formula field I created is: "NullJGANullNullNullJANullNullNullKCNullNullNullDBNullNullNullNull" What I want it to show is: "4" Is there a formula to do this? Thanks,
Multiple Sections in Zoho Creator
Hi All, I need to create one form, using Zoho Creator. Now the problem is, i am not able to find how to create different section in it. I am using 2 sided layout. For example, i want to create expense form, in which below are section and field. User Information - ID - Date - Head Quarter Travel Information - From - To - Mode of Transport - Fare/km - Total KM - Total TA - Daily Allowance - Trip Description Other Expenses - Courier - Courier
Zoho Creator
I would like to use the Creator tool to send a request to a web service which returns a list of records (in XML) and then display those records in a View. I do not see anything in the documentation which lends itself as a good starting point. Can you provide an example application or documentation on how to integrate data from a webservice to a Application View. Thanks!
Can I embed a creator report in a crm tab?
I have a daily sales graph that I created in creator, but will not show in crm tab. I can see the database and grid views, but not report views. Is this a limitation or did I do something wrong.
As an Admin, How do I upload avatar/pictures for my users?
I am an admin for ZoHo. I have a team of 11 Sales Reps that I want to upload a picture of each of them to their ZoHo account. How is this done as an admin?
Login page for non-zoho account -
We are Pharmaceutical company, started building our CRM application on Zoho. Apart from CRM, we also need to have some forms which can be used by our employees, without having Zoho User account. For example, - Medical Representative would travel City to city for marketing purpose. - We are planning to have an form (expense form), through which they can submit their daily expenses, so that at the end of the month, we can reimburse those expenses - For this purpose, we need to create a form using
Difference between Personal and Workspace app
Can anyone enlighten me as to the difference between the personal apps and workspace apps. If I'm just trying this out to see if it will fit in our organization and want to eventually share the "app" database I am creating with my team, can I use personal for now and still share it with them later? Looking at what we need to do to create a workspace app is more than I really want to tackle at this point.
"Powered by Zoho Creator" logo is not displaying in HTML views
Hi! I notice that Zoho Creator banner in HTML views is not displaying. Powered by https://creator.zoho.com/appcreator/live/01/images/ -> 404 not found Cheers
How to remove zoho logo from the embeded forms?
The forms created by zoho and embeded into a web page show zoho logo at the bottom right corner of the form? Is there any way to remove this logo and replace with another logo/hyper link? Ansari
Can't generate private permalink
Hi support, I haven't use creator for a long time, and I can't generate the private permalink rite now. Suppose the url look like this https://creator.zoho.com/2217098/education/view-perma/aboutus/Q3NK0G00nsTDaxzrZbBCWCdSRprgxQ9aDuq7mRj1m7ObAt1kfymNU4ENKmOprQJEVhgTyXAgPTmW3V but now look like this https://creator.zoho.com/2217098/education/view-perma/aboutus/ZC_PUBLIC_REQUESTED/ how can i find the code? Thanks.
Can I access database information from my website?
Here is what I am trying to do, will this software allow me to do this? I will have a basic database of names and contact information that I would like a page on my website to pull from. For example if I push someone to www.mypage.com/janedoe that page will pull basic data fields from my database and fill them in. It would be different for each page. Will Creator allow me to interface with my website?
Conditional formula not working
Hi I am trying to use conditional formula in my form to calculate a value from 2 other fields in my form I am using if((Chargeable > Weight),Chargeable,Weight) to calculate Price. But it always returns the Weight value instead of the correct one. Chargeable is also a formula that is calculation by multiplying 3 other fields in the formula. Weight is just inputted. Please help. thanks Antonis
Tables in zoho creator forms
Hi, Is it possible to add a table to a zoho creator form? In my case, I need users to enter a balance sheet to a form. The data entered will then be calculated and presented in different formats. Thanks for any help!
Is user activity tracked and how do you report the info? And how to backup application data on daily basis?
If users edit and delete records, is this information tracked? How can it be reported? Do I need to code tracking specifics? Is there a way to automatically backup record data?
Passing parameter to form field
Hi, Anyone know how to passing parameters from View to the Form and theirs field using script? I know this metod with URLs, but I want to use script for that. https://kbase.creator.zoho.com/forms/passing-parameters-via-url
Where is publish option?
Hi, I checked tab "Developer Zone" but i can't find option "Contribute your apps to marketplace" (as per the help @ http://zohocreator.wiki.zoho.com/Publishing-applications-to-market-place.html) plz help me.. i need to transfer the application to my fellow team member who will be working no onwards. A quick reply will be highly appreciated.
How do I control the defualt pop up menus in a view?
The menu for delete, add, edit fields that comes up in standard list view, how can I hide it? Or just allow view?
broken link in creator help
http://www.zoho.com/creator/help/fields/add-notes-field.html link to " Display Custom Error Messages" goes nowhere
Workflow is causing data duplication in Creator
I setup a workflow alert following https://lounge.creator.zoho.com/tips-and-tricks/fetching-leads-from-zoho-crm-into-zoho-creator-automatically set for created or edited record, the data is copied across to Zoho Creator. However if the record is edited again it will recreate the record in Zoho Creator. Is their a way of preventing the duplication and still having the Zoho creator record updated. I tried not allowing duplicate records for the name field which results in an email saying data can not
New Form Builder Suggestion
It seems to me the new form builder should have a delete button to delete to form rather than going back to the dashboard to find and delete the form. But, also leave the delete function on the dashboard. Also, if there's an error when attempting to delete a field, the pop-up should hyperlink to the section in question as a new page. Cheers, John Whitney
Reports security
Can I set certain users (non-developers) to be able to create their own custom reports while other users can only view? How is is done?
Password or access code fields in forms
Are you allowed to use password fields in your forms using zoho creator now? I had an expert creating forms for me on zoho creator and he was turned down for trying to use password fields. My competitor also uses zoho and has password fields. I let Zoho support know about this one month ago and they said they would look into it. Now they are using access codes instead of a password field. Is that allowed? This same website also has a backend login on www.tootir.com and has a username and password
Dropdown and filter
I have the following problem: I have a database shared with different users that have the option of editing and adding contacts. I have many entries with dorpdown entries just because we need to filter the information. My problem is that the information in those dropdown field may vary according to the needs. For example, add a new name of a company that is new for us. The problem is that when the users want to add this new information and have to add it in a dropdown entry, they can not do it (it
Dropdown and Filter
I have the following problem: I have a database shared with different users that have the option of editing and adding contacts. I have many entries with dorpdown entries just because we need to filter the information. My problem is that the information in those dropdown field may vary according to the needs. For example, add a new name of a company that is new for us. The problem is that when the users want to add this new information and have to add it in a dropdown entry, they can not do it (it
'like' operator in query
Is it possible to use 'like' operator in a query? If not, is there any plan to add it, when? Thanks!
Import Data By Email
When importing data by email is there a way to import more than one record from the mail e.g. I want to import all orders for the previous day so my email looks like Customer:ABC Product:123 Qty:1 Customer:XYZ Product:456 Qty:2 The only record that gets imported is the last on
Add record to other app after record is updated through XML-RPC
Hi Guys, I have two Applications created with Creator. Application A (App_A) and Application B (App_B) I'm using PHP and XML-RPC to add records to Application A. Now I want 2 things to happen: 1. When record in App_A is added with XML-RPC I want another record to be created in App_B 2. When record is updated in App_A I want another record to be updated in App_B My question is how can I access other Apps using deluge? Is it possible at all? I cannot use different forms in the same app since this
Writing an entire application with Deluge script
How can I write an entire application using Deluge Script? The advice given here does not seem to work: http://www.zoho.com/creator/help/script/app-builder-deluge-scripting.html#writescript I cannot seem to find this option. Does anyone know where I can access this mode?
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