How to sync ZOHO CRM with ZOHO Creator
I am trying to sync lead data along with related activities in CRM with data in Creator. Saw some previous discussion on how to do this thru email ( https://help.zoho.com/portal/en/community/topic/synchronize-zoho-creator-and-zoho-crm-data). This solution is not working for us, since Email template does not allow us to pull activity/task/notes related information. Is there any alternate?
You are not allowed to access this application.
I have a standard account and pay for 3 users, 6,750 records. The app I created has a required field (Username) that is checked as "Make this field as Record Owner." I understand that I cannot share the app,, as it will not work, and have since deleted the shared user and have gotten the said user to access the app. However, since the user has been deleted from the shared user list, his Username also does NOT appear in the dropdown list of available record owners. In other words, the user can access
Help Regarding Zoho creator subscription plans.
I am working on a client project and they have professional edition of ZCreator. Owner added me as a developer in Zoho creator but I am facing some problems and I am unable to write code for them: a. When I go to crm.zoho.com and click on ZCreator tab, I can see the ZCreator interface. But when I type creator.zoho.com in browser, it does not show "Workspace" tab and I do not see customer's Zoho Creator account. Can you explain to me ifcreator.zoho.com and ZCreator are different applications or same?
I don't know why zoho creator is stamping "Public" instead the real added user in a non published form
In one of my apps, in a no published form and with logged in users, we are having the following problema: the field “added user” in new records is filled with “Public” user name instead their own user name as expected
Use ZOHO to create interface to mySQL data base
Hello there! I would like to know if it is possible to use Zoho to create an interface to our own mySQL data base that is hosted by an ISP in our area [Ann Arbor, MI]?
Default image size in Email
<td><%=input.Image_field%></td> Once I have this code, as I do that this image is of proportions that I want: 100 x 100, 41 x 41 or another. When I try, no image is displayed, as if it was a mistake and the picture is a white picture?? I try to use a single pair of quotes or two pari and I have not gotten results.... <img src="<%=Foto%>" alt="" height="42" width="42" /></td> And <img src='<%=Foto%>' alt='' height='42' width='42' /></td>
error radio field
Hello , about a week you can not handle Loading form values to be assigned to the radio field . example : Form TEST Field: RadioField - possible values : test1 (initial value) test2 NumberField - initial value = 0 in load TEST form if input.NumberField = 1 { input.RadioField = " test2 " ; } alert input.RadioField ; Using the link " #Form :TEST ? NumberField= 1 " , the form is loaded correctly and the alert message is " test2 ", but then the RadioField value is null
Problem with field permissions
When I set field permissions so a given user group cannot view the specific fields the field label are hidden but the field data still shows up in reports, however it is incorrectly associated with the remaining visible fields. This is a major problem that make the application unusable. Suggestions would be greatly appreciated. Burlington
Bi-directional Multi-Select Lookup
I am trying to add a multi-select lookup field to a form by selecting the bi-directional relationship check box in the related form. I select ID as the related field and select multi-select as the display type but the field that appears in the other form is not multi-select. I have achieved this without problem before; what am I doing wrong?
Error in Add Record Script
I am trying to create a record automatically in a form 1 by looking at records in form 2 that don't exist in form 1. I wrote this function (CreateClientIfNotExisting): Which is called by another iterator form called UpdateClientsFromKYCs as below. But I keep getting the following error: I don't get any additional info on what the error could be. Kindly help. Piyush
Some Organization Users See a Different Home Page
My home page looks like this: Some of my users not see the "shared with" dropdown. This is what they see: I think they accidently signed-up to the free creator version rather than thru my group invites. Support: If any users under the domain @siigroup.com have a free creator account, please terminate the trial subscription. This should give them the normal homepage above. It's causing lots of confusion about where our application links are! Thanks John Whitney on behalf of SI Group
Oho Creator Image Size Limit
We have a real issue, our Zoho Creator form can only allow images to be uploaded that are less than 1MB in size. No one notified us of this, yet we require high resolution images to be loaded into the CRM as part of a form we have created. We do not store the images, but require them as part of an application process. Is there any way we can increase the 1MB allowance for images because it's a fundamental part of our business? I don't understand this limitation as 1MB is such a small file size.
Cannot change primary email
Hello I am logged in as our administrator, but when I try to change the email address of the adminuser (the address we want our customers to see on automatic email notifications) it tells me to contact our administrator eddy@habidapt.com. I don't understand as I am logged in as eddy@habidapt.com. Advice please Screen shot of the error Thanks Kirby Wanner
How to change address of application?
Hi, I just created a new application on Zoho Creator, and the link to the application is https://creator.zoho.com/douglas42/<application name> I never choosed this douglas42 name. Can't I change this name to another one? More pleasing to the eyes of the customer?
http://js.zohostatic.com/creator/ZOHOCREATOR_Aug_04_2009/js/zcliveapp.js
A javascript error here: http://js.zohostatic.com/creator/ZOHOCREATOR_Aug_04_2009/js/zcliveapp.js is preventing all of my team members on Windows Chinese OS to fully load the pages. They are all located in China
New Form
If in a form(Form1), if I select Yes for Order_Complete, I want a new blank form(Form1) to open to take the new order. Can someone help?
dynamic picklist from mutliselect field
Hello, I have a question if it is possible to create a dynamic picklist when choosing from a multiselect field. In more detail, I want to classify the industrial sectors a company belongs to (using the european NACE codes). When selecting multiple sectors, a more detailed list of more specific sector criterias should emerge in a new multi select field, but only options that corrspond to the selected sectors that have been chosen in the first place. I have 4 forms: industrial_ sector_level1_form Field: level1_sector
How do I search with multiple fields (free version)?
I created a simple database, and I want to search for relational topics in a category drop-down (or if then) approach. I only see a simple search box, but I want a complex way to search for my data. I want to search for Student Age: (drop down to age I want to choose: 13, 14, 15, 16, 17, 18+), then Pregnant: (drop down to yes, no, parenting, no children), then to Housing: (drop down to foster, group home, family, friends). I don't know how to find this search, but I signed up for ZoHo because it
Sub-grouping?
Hello, I would like to make a two level hierarchy with grouping, involving two different fields (one contained in another). Like this: - Project ABC - Clients (reports) - Employers (reports) - ... - Project XYZ - ... - ... Is there any way this is doable? Thanks in advance, António Caetano
Display Today's date in record summary?
Hi, Is it possible to get Today's date in a record summary? Using ${zoho.currentdate} to achieve this would be awesome. ** Workaround would be to have a hidden field and update it using the scheduler. Damien Cregan Hire an Expert
Fetch record and update same record without creating duplicate record.
Hi zoho users and employees, Ive created a timekeeping app for employees (users) to log hours during a specified pay period. In this application, I am working towards creating a dropdown that would act as lookup to the same forms records. Once the pay period is selected, a fetch command would be used to autofill the subform "Tasks and Hours" based on the criteria that zoho.currentuser = input.Name and payperiod = input.pay period ie.(fetchx = Timesheet [(Name == input.Name && Pay_Period == input.Pay_Period)];)
print/view the form (view) - structure view of report entry
Hi, I'm really new using zoho and don't have much time to study the programming of zoho. Therefore I have a simple question. Is it possible to have the same print layout for a particular report entry as the layout of some form you add the data to? I know that it is possible to print an entry using the "normal view" via the print option in a report but in my case the given layout is really unstructured compared to the form layout, where you can at least add fields like "add notes" to structure the
Printed form
I need to create a form to print with fields positioned in specific order. Basically I need to create a purchase order based on a table (or form in ZOHO) so I can print it or email it. I haven't found a way to do this. All reports I see are list or grids that show the information in a report style form. Thanks
zoho creator - can not export to a PDF
I am able to export any of my tabs (form views) to PDF except for one...instead of linknig to an open PDF option, it links to a blank html page....am i only allowed to export only so many pages to pdfs?? (i honestly doubt that is the case)..what am i doing wrong? or is there some kind of error on your end in which it should not be doing that?? i have tried everything: logging out and back in, restarting my computer, save as.., etc... please help ASAP? adam
Cannot add field to form
Hello, I have tried two days ago to contact support with the request marked as URGENT and no response. When I am in my form and drag SINGLE LINE as example across it will not create a new field just stuck on the default adding item message. Can anybody help? YES I have tried multiple browsers YES I have cleared cach/cookies history on mutliple browsers and tried YES I have tried another form and able to do so there but just not on this one.
Using get from CRM fuction in a subform
Hi I am struggling to get code to work in a subform. I want to use grab data from our CRM system to populale a Subform. I have built a form populated it with this code crmresp = zoho.crm.getRecordById("Invoices", input.Invoice_ID); input.Total = (crmresp.get("Grand Total")).toDecimal(); When I test it in the main form it works but when I use it in a subform it does nothing. Is this a error/limitation in the system? Cheers Dan
Where do I see the audit log? I don't have data management under setup
I need to see all audit activity on my tables (forms), but I don't know where to access that. Thanks!
Blank Dashboard / Can't access creator
I was using my Creator trial, did something (granted access to someone or something like that) and now my dashboard is blank and I can't do anything. How can I reset everything to zero? I had nothing of importance there but I can't use it anymore.
Can't Purchase Add-On Usage - Getting Error
I am trying to purchase additional Zoho CRM Integration API credits for my account but I keep getting an error that I am not logged in when I go to pay for the credits. I have attached a photo of the upgrade page and the error I receive when I click submit. Please help! Thanks, Jeff
Sendmail Attachments : Template as Inline, Subform displays Label even though it's set to "without label"
Hi, Subform in record summary template when attached to email as "Inline" displays label. Same attachment as pdf displays fine. Damien Cregan Hire an Expert
Unable to fetch records from sales dist report to field view
I have two forms Sales_Tracker and Field_View. I am tried to get the data from sales_Tracker to Field view with a Mobil no as lookup column x = Sales_Tracker [Master_Mobile_No == input.Mobile_No]; input.Distributor_Name = x.Dist_Name; Pls suggest where is the problem ?
Publishing Deluge Code to Another Wesbite
Hi, I am trying to publish my deluge code from a form that I created in an <iframe> format to another website. Can anyone help me with how I go about doing this or where I am able to access the code? Thank you.
getting subforms to work
Hi I am having massive issues with Zoho creator subforms. unfortunaltly the how to guides are out of data and unusable. If I can't get the basic fuctiality to work I will cancel the system and go back to Excel!! Can anyone explian to me how I can get a total of values in a subform I.e if my users enter data and it will auto calculate the total. Cheers Dan
File Storage - Pooled or individual?
I have a Zoho Creator account, Professional Edition, with 5 paid users, I should get 1GB / user for File storage = 5 GB total for our organization. If I do all of the file uploads for my account (no one else does file uploads), am I able to use all of the 5Gb myself, or is it tracked individually?
How do I post a specific dance class selection to it's classroom roster sheet.
Hi All, I'm very new to Zoho. I have set a up a few applications that allow me to view customer registrations coming in on our website. We are a dance school offering many many different classes at different times of the day. I want to take the information coming in from our online reg form and place it in several records. I am chiefly concerned now with setting up roll sheets or roster sheets on a per class basis so we can monitor enrollment and attendance in each class. Ideally that same record
Question about the customer portal feature: individual user based content?
Can the new customer portal in Zoho creator allow each user to see data unique to him after logging in? For example, can I make a custom quoting application where the user will only see his own quote? (also this needs to be done automatically - if a quote is created for a specific user, he and only he should be able to see it after logging in. Manual permission adjustment for each user would be way too much work) Also can it allow him to update his contact information (Zoho CRM integration)? Thanks.
Lookup and Forumla Fields Not Working!
Hi, When I use some(not all) of the lookup fields in the form: https://creator.zoho.com/crocked/embryo-web-app/#Form:Recoveries whether or not they call "On user input" the processing icon shows constantly. Similarly when update any Number field whether or not it's calling "On user input" is showing processing icons and not updating formula field. I have logged a support request and enabled edit access. Damien Cregan
Help on linking data from two forms
Hi again I am trying to create an application but I have a problem. I have a form named Documents The Fields in this form are DocumentDescription, DocumentType, DocumentStatus, DocumentClass I have also another form named companies The fields in this form are CompanyName, CompanyType, CompanyStatus, CompanyClass What I would like to do is the following: In another form or view, when I select a company I want to have a list of the matching documents That means when I select the Company XXXX ( with
Default image size in Email
I want to send an email with images from a URL box, and I want to define a size, example 141 x 141 What is the code that allows me to have a specific size? I have tried normal html codes but not funcionana or get error: http://mx.tuhistory.com/files/escapebacteria.jpg" width="141" alt="" />
Group Sorting Problem on Android
Hello, I'm having a problem that just popped up, everything had been working perfectly until now. All search functions seem to work fine when I go online but when I try to group sort the data on my phone it groups the data correctly but when I tap a row to bring up the details it takes me to a different record. My phone is a Moto X 2nd Gen but as mentioned I don't think it is a compatibility problem because it's been working great up until now. I have been able to sort the data even on multiple fields
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