Getting all the ingredients together for baking an app

Getting all the ingredients together for baking an app

Good day everyone. After reading a lot of the help docs and watching videos, I now started on my app. To prevent hours and hours wasted on going down the wrong track, I would like some clarification on the following. But first some background:

I have a small charter company - all we do is is transport our client's kids between boarding schools and home towns on weekends. In the app they book (only) their own kids for one or both of the directions (to home or to school) - in a single booking, to save on record count and file size. The app then populates another form (or report, maybe - my current app does not have this) with the pickup and drop-off points and times, in sequence.  The driver also has a checkbox  to confirm completion at each point. All entries are written to the Trips table.  So:
      1. I am already creating a Registration form for the clients. They will be portal users whose details I will import from my current app.
        1. I see nowhere where the form is connected to a table.
        2. What is the difference between form edit and form builder, when I right-click on the form title in the portal? I cannot do anything in edit mode, I have to go to builder mode from there.
        3. I currently handle the many-to-many relationships between clients and their children with an intermediary table.
          1. If the Registration form has as (repeating) subform for add children, does it create a link automatically? I have Autonumber fields for the ID's of both users and children in their respective tables.
          2. Or do I need a workflow to add the two ID's to the intermediary table?
          3. Is a repeating subform even possible? I mean to add more children linked to the same user, maybe with an Add button on the subform. If not, how should I handle it? Some users have 3 children making use of the service.

      2. When onboarding users, the help docs say that customer portal users are your clients, vendors etc.
        1. and they cannot have email adresses in the same domain as the super admin. If I don't have a custom domain, this point is surely moot? My customers all have webmail addresses like gmail and yahoo.
        2. In the Creator price comparison it says all plans get 3 portal users free, but in the  Portal price comparison it says 5 free.
        3. Some of my clients use the service irregularly and pay per trip booked. The rest pay a fixed monthly fee. I will add each client's portal user cost of $0.5 to his fee but it will not work for the ad hoc clients. I will therefore not add them as portal users but that means I will have to do their bookings. Is this possible?

      3. After registration, users should open at a form with all their available options.  (Currently a Main Menu form with buttons)
        1. Must the form be in the portal? Or can I use a stateless form as a menu?
        2. Can they access their portal then from the menu? It does not seem so from the Help docs. 
        3. A Page seems to be the wrong choice for a user interface. All the users access the app from a phone so a button-based layout seems best. Should/must I use a page anywhere, and is it suitable for a phone? It looks like a good opton for the Customer portal, though, where I can add some metrics. Didn't I read somewhere a portal is a page?
        4. If I add Quickbooks integration, is the Billing portal a separate entity or can it be incorporated in the User portal? (Or page...)
I apologize for the many questions, but I'm eager to get it running soon - at least the onboarding because it will take time for the new users. 

Many thanks,
    • Sticky Posts

    • Share your success story

      We would like to hear from our passionate users how much Zoho Creator has changed the way you work and benefited you. If you would like to share your story to us and be featured as a proud user of Zoho Creator, then this is for you. Fill up the form below and if you want to be included in a case study, we will get in touch with you to get further details. So what are you waiting for? Tell us your story. Charles
    • Merge and Store v1 API depreciation

      Hi Zoho Writer users, The Merge and Store v1 API allows you to store the merged document in Zoho WorkDrive. The response of this API will be returned with the document's ID only after the merge is complete. In Deluge, the maximum timeout for operation
    • Zoho Creator Developer's Conference 2017 !!!

      We welcome all our Creator Developers! You're invited to join us for our annual Zoholics Developers conference August 29th–31st! This is your chance to get training and guidance on Zoho Creator from our most knowledgeable custom app builders.       Zoholics Developers is a three-day event where you'll participate in interactive workshops to hone your app-building skills, get questions answered by Creator experts with personal one-on-one sessions, and connect with other Creator developers from around
    • Recent Topics

    • Adding Images to a Quote in Zoho CRM

      We are currently preparing to use Quotes in Zoho CRM and we are building out our Quote templates.  We came across an issue of not being to add Images of the products to the Quote - specifically in the body of the Quote templates.   This is a problem,
    • Choose Component for User Filter

      This filter in the Choose Component for User Filter would be better if had an Order or Group by function. Also, the Specify the default filter values: is very confusing and limiting.
    • Preventing auto-redirect to Parent Record on Save...

      Our users often create records from the related list on th left side of the screen. They click the blue "plus" button to create the record. This is handy, but for some modules, or situations, they would like to remain on the record AFTER clicking "Save",
    • Uplifted homepage experience

      Editions: All editions. Availability update: 17th February 2026: All editions in the CA and SA DC | JP DC (Free, Standard and Professional editions) 23 February 2026: JP (All Editions) | AU, CN (Free, Standard, Professional editions) 27 February 2026:
    • Zoho Desk - Event Calendar View

      Hi Desk team, Are there any plans to introduce a calendar or timeline view for Events in Zoho Desk? It would be very helpful if we could see Events visually in a calendar and/or timeline. This is very helpful when desk side support activities need to
    • Re-Apply SLA When Ticket Reopened from Closed Status?

      If you have an SLA applied, timers are deactivated when going to "On Hold" status type and reactivated when going back to an Open status type. What we discovered is when a customer replies to a closed case and it reopens, the SLA is not applied and timers
    • Option to Delete Chats in IM

      Currently, there is no option to delete any chats in IM, regardless of their source.
    • Is it possible to make tags "required"

      We would like to be able to make the tag field a requirement for agents before they can close a ticket. This would help with monthly reporting, where a lot of tickets end up with no tag, causing manual work to go back and add the correct tag for each
    • Showing the map along with mileage expense

      When you use the GPS to track mileage, it shows you the map of the actual path travelled. It would be very useful and practical to save that map with the mileage expense, so that when the report is created, it provides a map of each mileage expense associated
    • ID:2406331

      Hello, I have sent the form (ID:2406331) but no answer after two days. This is a paid subscription, I am not allowed to use the eighth paid slot of 50GB email space anymore, only 7 are being used. Is anyone going to help me please so I can use the eighth
    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
    • Approval Workflow for Purchase Orders Abrir

      The requirement is , that all purchase orders greater than or equal to 5000 go through an approval process from certain people, but within books I only see that the approvers can be by levels or any approver but we cannot enter a rule like these. Can
    • I would like to know wich person viewed the file

      I have a franchise and my Operative Manual is in WorkdriveI, the user can´t download but despite I know How many views the file had, I would like to know wich person viewed the file Is it possible? thank you
    • Transaction Rule Matching

      Q1. Is there a method to have the Transaction Rules applied across multiple Bank Accounts? Q2. To match "contains" text in Transaction Rules, is a wildcard or regular expression required? Is it case sensitive? Would searching for "issue" in the following
    • Notebook on Mac: Fuzzy fonts in list view

      Hi, I am running Notebook on Mac OS 26. Generally it works fine, and the font display in the notes themselves is crisp. However, in the notes list (left of the open note) the font of the note titles as well as first lines is noticeable fuzzy. Attached
    • Trigger workflows from SLA escalations in Zoho Desk?

      Hey everyone, I’m currently working with SLA escalation rules in Zoho Desk and ran into a limitation that I’m hoping someone here has solved more elegantly. As far as I can tell, SLA escalations only support fairly limited actions (like changing the ticket
    • Zoho CRM Email Templates 100% Width No Background How?

      Hi, On the Zoho CRM Email Templates in setup > customization > templates > new templates > I choose blank template, but still it puts in a gray background and a max width for the email. I just want to make an email that looks like an email I would send from gmail that has no background or max width. How do you do this? 
    • ZOHO CRM Quote Export / Quote Report

      How can I either Export my quote list, or create a Report that shows all quotes AND includes the NOTES field in a column. I attempted to Run a Report which includes ALL FIELDS, however it does not include the Notes Field (but oddly does include the fields
    • Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

      Release update: 1. 2 March 2026: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. 2. 26 March 2026: CA, SA, AU, JP, CN DCs - Free, Standard, Professional, Enterprise, Ultimate, CRM
    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24
    • Adding a Mark Up

      Can you use the discount column to be a mar up column on estimates and invoices?
    • URGENT. Recovering email without eArchive

      Hello, I have deleted some email from my trash but do not have eArchive. Is it possible to recovery without this? many thanks!
    • Subscription Statuses - Dunning

      How are other companies handling the scenario when customers don't pay and dunning takes over? Our issue is that in my situations, we want our customers to be able to catch up their late payments and continue their subscription after the dunning process
    • Logo Doesnt appear on email

      Hi, 1. PROBLEM: mails sent to customer from zoho invoice ( Estimates and incoices etc.) Logo doesnt appaer on email. 2. SUGGESTION: there must be an option to select from google fonts if we want specific font to the pdf templates. thanks
    • How to see Statement Details Shown in Unclassified Transactions in All Transactions?

      All, The list of Unclassified Transactions show the Statement Details and Descriptions. What is the method to see that column in the All Transactions list? -Thanks!
    • Non-Avalara Tax Automation wtih Zoho Books

      We are paying a ridiculous amount for Avalara. Our team wants to make a change, but they're the only software fully integrated with Zoho. We also don't have the bandwidth to do this manually, so we do need some sort of automated software solution. We
    • Migrating to the new outgoing webhook model in Zoho Connect

      Dear User, Outgoing webhooks configured across the Zoho Connect Integrations page, Zoho Flow, and Zapier will stop working after May 31, 2026. This is due to an upcoming upgrade to our outgoing webhook flow. This update is mandatory only for networks
    • Create formula calculations in Assemblies for scaling quantities

      Something we have been encountering with our composite items is dealing with scaling of quantity of one or more items within the composite assembly relative to the number of complete units being sold. I.e. running the equation 2(n-1) on one of the assembly
    • Lastest update

      The latest update to notepad has completely trashed all my notes. If I go to view it it just opens up a screen with a box with dotted lines around it for me to add something I can import saved nodes but you can't view them at all. Anybody else having
    • Tip #67- Exploring technician console: Disable Input Devices- 'Insider Insights'

      Hello Zoho Assist Community! Picture this: you are in the middle of a critical remote session, carefully configuring a system or running an important update, and the customer accidentally clicks somewhere or types something that undoes your progress.
    • What matters more in Zoho implementations: tools or system architecture?

      I recently worked on a full-stack migration for a catering equipment business using Zoho One with Shopify, and it raised a few interesting observations. The setup included migrating a large product catalog (around 9,700+ SKUs), integrating multiple supplier
    • Facturation électronique 2026 - obligation dès le 1er septembre 2026

      Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,
    • [Webinar] Solving business challenges: One tool for documents, forms, PDFs, e-signatures, and more

      Hi Zoho Writer users, Most businesses rely on multiple tools, such as a word processor, form builder, e-signature provider, and PDF editor, for their document workflows. Managing multiple subscriptions, switching between tools, and moving data across
    • Deposit on invoice

      I'm trying to figure out how to customize an Estimate to include a Deposit/Retainer Invoice line within the Estimate. I tried creating my own custom field called "Deposit" where I manually inputted the deposit amount, which was nice. However, my employer
    • Zoho NOTEBOOK: What are file size restrictions?

      I understand that Zoho NOTEBOOK is a free product, and what it offers is great. But I'm wondering what the file size restrictions are. When I record an audio note in Zoho Notebook, what is the maximum length of recording time/audio file size? When I wish to upload MP4 video, what is the maximum video size I can upload per Zoho Notebook restriction? Moreover, does Zoho Notebook use its own storage structure, or can I upgrade my storage for Zoho Notebook to add larger file attachments, videos and audio
    • Concern Regarding Stock Validation in Inventory Management

      Hi Zoho Team, We would like to highlight a concern regarding stock validation in the inventory system. As per standard inventory management practices, if the stock level is zero, the system should not allow users to create a shipment, packing slip, or
    • Automation Series #2: SLA vs Supervisor Rule in Zoho Desk

      SLA vs Supervisor Rule: Keeping tickets on track in Zoho Desk This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confused automations
    • Zoho Recruit - Email Relay

      Good day, Has anyone succeeded in setting up an email relay for Office 365? If I add the details from https://support.microsoft.com/en-us/office/pop-imap-and-smtp-settings-8361e398-8af4-4e97-b147-6c6c4ac95353, I get the connection error. Regards, Eka
    • Better use of contacts

      Zoho inventory has the ability to add multiple contacts to customers. However Zoho inventory doesn't currently provide a way to link a contact to objects like sales orders. This means that while you can tell what company has placed a sales order you can't
    • Notebook AI limits

      Hi folks, Working with the AI transcription tools in Notebook, on the Mac App, which I find quite handy, but the one thing I am struggling with is the inability to either edit or copy the results of the transcript: I can't click in any of the boxes, and
    • Next Page