Exporting files
When I export a view with attached files, the output contains a link to the files on Zoho but not the file itself. Can thsi be achieved any other way. I would like to be able to fully back up my data locally. Thanks Roy Watt
How do I run the same functions for On Add and On Edit?
Hello, I have a bunch of functions/scripts that run when a new entry is attempted to be added to a form (i.e. On Add > Validate and On Add > On Success). I'd like those same functions to run when a form entry is edited (i.e. On Edit > Validate and On Edit > On Success). Is there a more elegant way to do this beyond simply copying and pasting all the functions? Thanks!
update creator's entires by csv file
hi! There are number of entries in creator's app. Each entry has email field (and info plus text fields): entry1 -> email1 entry2 -> email2 entry3 -> email3 and so on.. And there is an excel file with emails and other info for each email. row1 - email1 - info1 - text1 row2 - email2 - info2 - text2 row3 - email3 - info3 - text3 and so on... how can I update entries in creator's app using CSV file from excel? so that entry1 will be updated with info1 and text1 (email1 <-> email1 are equal in app's
What's the best way to display aggregate data contained within a form?
Hello, I have a form that contains various data relating to my clients ("Clients"), and another form with information pertaining to my team members ("Team Members"). I would like to manipulate this data in order to provide KPIs that I can easily reference. There are three specific KPIs I have in mind at this time: Gross Income. This one's easy; it just needs to calculate the sum of the Gross Income field in Clients. Total Cost Per Word. This needs to add up the sums of Writer Cost and Editor Cost
Best way to plan a project?
Can anyone refer me to a best practices guide for planning a Zoho Creator (or similar) project out (i.e. how much you should plan a project out before jumping in, etc.)? I'm wary that I'm going about my project in a rather haphazard manner, but then I don't know any better.
To change text color of disable fields
Can I change the light gray color of disable fields for a black (default) one?
Subform name keeps defaulting to previous name
Hello, I've created a subform that I would like to name "Further Details". However, it reverts back to "F" whenever I try to change it. Any ideas why? Thanks!
Fetch Data from completed form and insert into new form
hi guys Im new to Zoho, would it be possible to get a little help with my basic problem basically i have a form, lets call it form 1 with these fields - Name - Email I have a second form (form2) - Name (on a drop down menu which is linked to form 1) - Email ..... how do I make the email field from form 1, display in form 2, once the record has been selected from the drop down menu. please be as informational as possible... i've watched all sorts of videos and i cant seem to get it to work Kind regards
Count records based on certain criteria
Hi Everyone, Background: I'm brand new to Zoho and have very limited programming experience. I need to count some records based on if they meet certain criteria. What I would like to know is: is this possible to accomplish without learning DELUGE (which would be time-consuming)? I can't see anything obvious myself and a look through the user guide does not show anything obvious either. We have some trainees but I only want to count them if they have completed trainings A, B, C and D from one category
Time Line
Hello, i am trying to create a timeline in 15 minute segments using a form, this will allow the user to input a total amount of staff for that task from their preferred start time up to the finish time. my form has the following fields Day Of the Week - Dropdown Task / Duty - Single Field 06:00 06:15 06:30 06:45 07:00 - Decimal fields etc etc so for example i can enter the following: Sunday Class teacher A 06:00 - 0.00 06:15 - 0.00 06:30 - 1.00 06:45 - 1.00 07:00 - 2.00 this should then show in a
Built in Search using Not Contains doesn't work as expected.
Hello, I have a for with a multi-select field linking people with sessions they have taken. When I use the built in search function in the report to search for a people who have taken a session containing "Y" I get the expected results but if I search for people who have taken a session NOT containing "Y" I get the wrong results. When I search for contains Y I get 77. When I search not contains Y I get 1416 results. I have 1427 total entries in the form. I expect the not contains Y search to get
Join three tables in report?
I have tables A, B, and C. I can make a report using A + B. I can make a report using B + C. I cannot seem to join A + B + C and have a report that shows **all three**. This is simple in a normal database provided the key values are present. How can I do this?
report critera = null or empty
I am trying to report all open or non-completed. I also have some records that were created before I added the completed field so they are empty or null until I we complete them. I can't seem to find the null function tried "isnull", "" , " " Thanks for any advise. report criteria looks like this completed is equal to "No" or completed is equal to ""
Form Layouts
Fairly new to Creator. I have created a form, seems to work well but there is a huge amount of white (wasted) space. I would like to tighten up the layout but cannot find any options for this. When I look for help in this forum, I see questions from 2008 but nothing recent. Is there a way to remove white space, bring the fields closer together? Thanks in advance.
get records from zoho project
Hello, I am using zoho creator and I need to fetch records from zoho projects using api ( like zoho.books.getRecords(...) ) to liste all tasks.
Need help to use Zoho Creator
Hi I am very new to Zoho creator. Can any body help to find books / videos to learn advanced functionalities in Zoho creator ? Currently I am looking for an answer to following points. 1. How do I create an Invoice Print to suit my pre-printed stationary ? 2. I have a master record of customers for whom equipment are sold. For each services done Job card is maintained in another table. I need to update the last service done date in master table. Is it something complicated to achieve in Zoho
Send attachments in emails.
I was reading that it was possible before but now I can not find information about that, is it possible?
Auto Fill forms from other forms' data
Hi, I've tried following the exact same code as given on your help page here, for the application - if (count(Customer [ID == input.Customer_Number]) >0){ temp = Customer [ID == input.Customer_Number]; input.Customer_Name = temp.Name; input.Plot_Number = temp.Plot_no; input.Address = temp.Address; input.E-mail = temp.Email; input.Phone_number = temp.Phone; input.Post_Code = temp.postcode; } But I get an Error at line no 1. Improper Statement Please let me know how to fix this. Thank You.
Can you change a field type as a result of user input?
Hello, I'd like the field type to change for a few fields in a form depending upon user input. For example, if a Status field is set to "Trial", I'd like Total Words Per Month to be a Number field (to be manually entered), but if the Status field is set to "Ongoing", I'd like Total Words Per Month to be a formula (which adds up two other fields within the form). Is this possible, and if not, what can I do instead? Thanks!
How do I display data contained in a separate form based on user input?
I have two forms. One (called "Writers") contains a list of freelance writer names and their "Rate Per Word" (a currency field). The other (called "Clients") contains a list of clients, and includes three fields that are relevant to my question: "Writer": The writer assigned to the client. This is a Lookup field that is linked to the Writers form. "Total Words": How many words are written per month is entered in this field. "Monthly Cost": The monthly cost of the writer assigned to the client, calculated
Lead distribution
hello! I'd like to find a way to use creator to help me develop a system for distributing leads based on certain criteria. I.E. - leads are distributed to the person with highest gross commission on team, then once they're assigned to lead, they move down to bottom and the next person receives a lead and we go round robin and so forth. Can this be done in creator?
To graph date and time
Is there any option to graph the time and the date in a Pivot Chat Report? I tried to do the graph (attached picture), but it only shows the date (please note the points at diferent time as a vertical line - it's wrong)
Is it possible to fetch all Sub form data which is a sub form on one form and update this data to other sub form which is a sub form on other form ?
Is it possible to fetch all Sub form data which is a sub form on one form and update this data to other sub form which is a sub form on other form ? My Requirement is: 1. I have a form named " Costsheet " and created a sub form named " Costsheet Product " under "Costsheet " form, I mean "Costsheet Product" is a sub form on "Costsheet" form. 2. I also have another form named " Quote " and created a sub form named " Quote Product " under "Quote" form , I mean "Quote Product " is a sub form on " Qoute
how to do this task
Hi team Help me I have employee form here i have e number filed called total leave . i have another form in new section here i have date field start leave and end leaves and another formula filed called days requested i am unable to calculate difference of then i have to reduce Sunday and Saturday.then i fetched that total leave day from employee form into leave form now i want to subtract total leave from days and i want to display the result in reaming leave field that is number. thanks
Report of Record Summaries?
Is there a way to do a Report of Record Summaries using a customized template?
Show image in subform
Is it possible to show an image in a subform? Notes field is not displaying in my subform. Neither is the formula field.
Access user profile of customer portal from deluge script
Dear sirs in zoho creator I would like to disable or enable a certain field based on the user profile in customer portal. I know which user it is (zoho.loginuserid) but I don't know how to have access to information about the profile associated to the user. Is there a way to do this via deluge script? Because I tried first this, I went to settings, users and permissions, field permissions, chose my profile and my form, edit, and put "Read only" on true for my field. But this change had absolutely
Output of Lookup field
Hi, i want to use my output of a lookupfield in a rule to show a subform. But i get the error "In Criteria left expression is of type BIGINT and right expression is of type STRING and the operator == is not valid" Is it possible to show a subform using a outcome of a loopup field? Regards Jos
Data not saving
I'm trying to create my first Zoho app. Adding fields to a form works fine, but any changes I make aren't being saved (despite the popup message claiming that changes are being saved). Any ideas why? Thanks!
Lookup field
Hi, i'm new to Zoho Creator and i want to build a form/app witch wil used by my employee. He will fill this form at the job site. Now i've manage to build the app for 80 % only i have a few issue's We have ± 20 customers and each costumer has ± 4 contacts. Now i made a drop down wit the costumers name and mad a rule "when customer field = "customers name"" then show the subform of costumer "costumers name". This subform has 2 drop downs with "sent quote to" "sent .dwg file to". This is working only
I found a bug...
Hi, I think I found a bug. On the mobile platform, when I select one or more values in a "Multi Select" field and this is the last field of the subform, the value (s) are not saved. To make sure it was not me the problem, I reversed the field so that it was not the last and my data saved. Tank you! Steph.
Fetching Records by ID if search key from URL is String
Hi, I'm new to Zoho Creator and tried to solve this by digging through the available explanations and posts for quite a while, but I have to admit now that I'm stuck. This is my setup: Form A and Form B contain records of different types of products with some details. In Form C, I select a product from B and assign multiple records from A to it in a subform. Now, I want to offer a search: The user selects a product from B from a dropdown, hits a button and should see - product details for the selected
Import of Data into Creator only seems to work for Administrator???
Is it possible for more than the Administrator to import data on a particular Form or Report in Zoho Creator? It seems that only the Administrator of the App is able to import data into the the App. Is there a way to allow other users to do the same? by Form or Report?
Pivot Chart dont show dropdown
Hi, I have a rather simple form with date/time field, two drop downs and multiple text field. I want to create a pivot chart with the date/rime field and the drop downs, however I only get the date/time field in list of options?
Difference between Publish and Embed?
Hi, We've created an app for internal use by our company employees. Because it is sensitive customer information, we do not want to publish any URLs because we do not want everyone in the world to see this information. However, we want to embed forms and reports into our website, for employees to use there. Would we embed the forms and reports? Please clarify the difference between publishing and embedding. And can we embed all forms and reports? In other words, what's the proper mechanism
Displaying parent form fields in sub-form report
Hi, EXAMPLE I have a parent form call 'Sites'. I have a sub-form called 'Equipment'. The equipment form is a sub-form of the sites form. Each site can have multiple equipment. 1. Is it possible to display parent form fields in a sub-form report. Without having a lookup field to the parent form. I'd like to see what equipment belongs to what site in the equipment report. If that can't happen 2. I'd like to automatically set the 'Site name' for the subform as the parent form site name. Is this possible.
URL for record summary as PDF on zohocreator.eu
@Support, When trying to use the url described here https://www.zoho.com/creator/help/views/record-summary.html#url to create a link for a record summary PDF it does not work on the eu app. I have tried replacing the ".com" with ".eu" but this does not work. Can you please provide the correct url to produce a PDF on the eu app. Thanks, Damien Cregan Hire an Expert
ENABLING FIELDS
WOULD ANYONE HAPPEN TO HAVE AN ANSWER FOR THE FOLLOWING: WHENEVER I DUPLICATE THE TEMPLATE THE FIELDS THAT HAVE AN OPTION FOR THE CAMERA ARE ALWAYS CHECKED OFF. MIND YOU ON THE TEMPLATE ALL FIELDS THAT HAVE THE OPTION FOR THE CAMERA ARE ENABLED. I AM ABLE TO MANUALLY ENABLE THE CAMERA FOR THE FIELDS NECESSARY BUT IT'D BE NICE IF WHEN DUPLICATED ALL FIELDS REMAIN THE SAME.
filter a lookup field by distinct values in a field
I used the code below to filter a lookup field: Lotvalue = Bulk_Inventory[Lot_Bulk = row.Lot_Ripper_Method_Data] sort by Added_Time desc; row.Barrel_Reference_Ripper_Method_Data:ui.add(Lotvalue.ID.getall()); This code successfully filters my lookup field by all Barrel Reference transactions specific to the Lotvalue referenced above. In order to make the dynamic picklist easier to use. I would like to filter the lookup field by the most recent unique Barrel Reference. For example, instead of getting
popup
I created a function to open a popup but I did not just popup a new page? void AjouterRelance(string MailClient, string Nom, string Pr_nom) { openUrl("#Form:Relances?MailClient=" + input.MailClient + "&Nom=" + input.Nom + "&Pr_nom=" + input.Pr_nom, "popup window", "height=100,width=100"); }
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