Tip 7: How to fetch data from another application?

Tip 7: How to fetch data from another application?



Hi everyone,

Following our Zoho Creator - Tips and Tricks series every fortnight, we are back today with a tip based on one of the most popular questions asked in our forum. This tip would help you fetch data from another application(App B) and use it in your current application(App A).

Just as your application can send data to other applications, similarly it can easily receive data from other applications. This can be easily achieved in Zoho Creator by creating a custom function in the application(App B) from which you need to fetch data. 

Functions are nothing but a unit of code written to perform a specific task.

Let's look at simple example to understand how to do this.

To explain this I have created two applications: Travel Request and Employee Details. And both of these applications contain a form each to collect data.


The Raise Travel Request Form in the Travel Request Application allows employees to raise request for their upcoming business trips.

The Add Employees Form in the Employee Details Application stores the all the information about the employees in your organization.







Use Case:

Here when an employee uses the Raise Travel Request Form to raise a request for his travel, we need to fetch the employee's Department and his Manager's Email ID from the Employee Details App and use it to auto-populate the fields in the Raise Travel Request Form  based on the Employee Email ID entered.

Step 1: Create a function

To achieve this we need to create a custom function in the Employee Details Application. Navigate to Workflow section and click on Custom Functions. Specify the following arguments to create the following function.




Once you click on CREATE, write the below given Deluge scripts to the function. 

  1. string Getemployeedetails(string Empemail)
  2. {
  3.  empdepartment = Add_Employee[Email_ID == Empemail].Department;
  4.  manageremail = Add_Employee[Email_ID == Empemail].Manager;
  5.  return empdepartment+","+ manageremail;
  6. }

 

Note: This function will return the Employee's department and manager email ID in a format like "Departmentvalue,Manageremailvalue" as a string.

Step 2: Call the function

Now that we have created this function, we need to call this function from the Travel Request Application. By calling the function, we will be able to fetch the required details from the Employee Details Application and autopopulate them in the Raise Travel Request Form.

For this we need to create a workflow On User Input of the Employee Email ID field and write the below given Deluge scripts.
 
  1. datavalue = employee_details.Getemployeedetails(input.Employee_Email_ID);
  2. input.Department = datavalue.getPrefix(",");
  3. input.Manager = datavalue.getSuffix(",");

Note: As we have configured the Getemployeedetails () function to return string value like "Departmentvalue,Manageremailvalue" , we need to use our built-in function getPrefix() and getSuffix() to get the values before and after comma value respectively.

Voila! That's all you need to do to fetch data from another application. Isn't it easy? Give it a try. If you have any doubts or queries regarding this tip, please feel free to add them as comments below. We would be happy to address them all.


    • Recent Topics

    • Schedule a Call by Date and Time when a specific lead status is selected

      Hi Wanting to create a workflow where a call can be scheduled by date & time when a specific lead status is selected. Can only currently set the date by Due Date - Trigger Date - Plus 'x' day(s) Thanks
    • Incoming email replies not automatically associating with Deals/Opportunities - Is this possible in Zoho CRM?

      Hello Zoho Community, I'm running a travel agency (B2B and B2C) and we've been struggling with what seems like a basic functionality that we cannot get to work properly. Our use case: We send emails to suppliers (hotels, transportation companies) and
    • Duplicate Leads Concerns with Round Robin and Lead Approval Process

      It is great to have the Duplicate Lead Approval Process, there are a few issues with the process that I would greatly appreciate taken consideration in enhancing. It appears that A Lead comes in Lead owner assigned by the Round Robin Check for Duplicate,
    • Private email threads

      When sending a Private email or receiving a response once the email thread has been marked as 'Private'- is there a way to trigger the system to "restart the clock"? I am finding that when someone responds to a 'Private' thread that it is opening the
    • SLA Notification

      Team members have been receiving this notification and feel as though it is as random. Explanation on this notification is appreciated! Also, is there a way to disable this notification?
    • Map: Output None

      Hi, Checking if you help me inspect this block The code below triggers during Successful form Submission from another Form. // rec_a = formA[ID!=0]; rec_b = formB[ID!=0]; ListA = List(); //subformA for each recA in rec_a.ItemSubform { for each recB in
    • Use arbitrary images in deluge

      I am sending emails from my deluge code and I would like to be able to include a few images in the email template. While I know that I could put the on a website somewhere and link to them in the HTML, that is not what I want due to email client security
    • How to add "All Open AND Overdue" back to the Home Page Task Component?

      Hi everyone, I’m looking for a way to restore the Tasks component dropdown list on the Zoho CRM Home Page. Since the recent update to the Task area in my Home Page Classic View, the dropdown options (e.g., My Next 7 Days + Overdue) are too restrictive
    • Sync Attachments in Comments from Zoho Desk to Zoho Projects

      Hello Zoho Desk Team, We hope you're doing well. We are actively using the Zoho Desk–Zoho Projects integration, especially for reporting and managing bugs/issues between support and development teams. Current Limitation: After creating a bugs/issues via
    • Add a way to connect Log360 Cloud logs with Zoho analytics

      Hi, Several month ago Log360 Cloud was added to zoho one - and this is great. But as far as I see there is no prebuilt way to connect Zoho analytics to the logs we have in Log360 Cloud. Please add a prebuilt connection like we have for so many other zoho
    • Auto sync Photo storage

      Hello I am new to Zoho Workdrive and was wondering if the is a way of automatically syncing photos on my Android phone to my workdrive as want to move away from Google? Thanks
    • Funcionalidades y configuration ZohoDesk

      Creo que no estoy sacando el provecho adecuado a la application quisiera solicitar una capacitación al respecto
    • How to call Functions and perform Write Operations using Page Scripts?

      Hi everyone, How to call a function from a Zoho Creator application within a Page Script, also how to perform write operations (adding or updating records) using page scripts?
    • Connecting Airwallex in Zoho Books

      I have a question. I’m trying to connect our Airwallex account to Zoho Books, but the integration does not seem to work. Could you please guide me on how to properly connect Airwallex? I need to see the expenses also, since it only shows the profits now
    • Questions Regarding Helpdesk & SalesIQ Customization and Email Setup

      Hello, I hope you’re doing well. I have a few questions regarding Helpdesk and SalesIQ: Can the emails sent to customers via helpdesk tickets be fully customized — including signature, subject line, and other elements? Also, is it possible to send these
    • Button Duplication when emails forwarded or replied

      When I create a new email template in campaigns and send it out it looks fine to all the users, however if that email is then on forwarded or replied to then all buttons within the email duplicate.  See below The one on the left is the original one.
    • Workdrive backup and default storage selection

      Hi community, I have been informed by Zoho that workdrive will be the default storage mechanism for crm and projects. These 2 Apps seem to have different design on how they interact with workdrive for storage. 1. Crm: seems to have files saves at the
    • Ask the Experts 27: Onboarding and managing support reps

      Hello everyone, We are back with our Ask the Experts (ATE) series for 2026. This year, we bring experts to help you address customer support challenges using Zoho Desk. For our first ATE, we are getting into the human side of customer support. "Every
    • 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
    • sync two zoho crm

      Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.
    • Built-in Date Functions in Zoho Analytics Query Tables

      I have a doubt about whether Zoho Analytics Query Tables provide built-in functions for start date, end date, and the current month
    • Introducing Rollup summary in Zoho CRM

      ------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update that
    • Enhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more

      The multi-currency feature helps you track currencies region-wise. This can apply to Sales, CTC, or any other currency-related data. You can record amounts in a customer’s local currency, while the CRM automatically converts them to your home currency
    • Marketer's Space: Why your open rates suddenly drop to zero?

      Hey everyone—welcome back to another post in Marketer's Space! If you regularly track the performance of your campaigns, open rates are probably one of the first numbers you check after sending an email. So it can be quite alarming when a campaign suddenly
    • Bulk upload images and specifications to products

      Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.
    • I'd like to Import Contacts for an SMS Campaign, but they don't have email addresses.

      I've got a contact list of about 4000 contacts. Some only have mobile phone and not email. Can I still import the contacts?
    • How to sync overtime from zoho people to zoho payroll

      Hi everyone, I’m currently setting up Zoho People with Zoho Payroll. While configuring the sync, I noticed I can only fetch Employee Profiles, LOP (Loss of Pay), and enable the Employee Portal. I can’t seem to find a way to automatically pull Overtime
    • Bulk Associate Tasks/Task Lists to Milestones (Similar to Issues)

      Hello Zoho Projects Team, We hope you are doing well. We would like to request an enhancement regarding Milestone management for Tasks in Zoho Projects. Current Behavior: In the Issues module, it is possible to select multiple issues and easily associate
    • Is Zoho Sites still actively being developed?

      Hello, Is Zoho Sites still actively being developed as part of the Zoho ecosystem? I noticed that the What's New page (https://www.zoho.com/sites/whats-new.html) does not show any updates since Q1 2025. We were considering migrating our website from Squarespace
    • Adding new data to the sheet with most recent data being added to top row.

      I am using a form that I built from within sheets.  When the form is submitted, is it possible to have the data entered in (for example) row 2 (since row 1 is the heading) instead of being added into the next available row which should be hundreds of
    • need a packing list feature

      In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents.  Request you to add this feature asap.
    • Editing Item Group to add Image

      I did not have the image of the product when the Item Group was created. Now I have the product image, and would like to associate/add to the Item Group. However the Item Group Edit functionality does not show/allow adding/changing image. Please hel
    • Zoho CRM Queries Now Support Databases and Cloud Data Sources

      Hello everyone! We're thrilled to announce a major enhancement to the Queries feature in Zoho CRM! Queries now support a broader range of external data sources, allowing you to fetch live data and combine it with CRM records, all using a unified query
    • Re: Application Architecture in Zoho Creator — A Platform-Specific Deep Dive

      A recent community post on application architecture made some excellent points about planning architecture early in Zoho Creator projects. The core message is right — Creator applications have a habit of growing organically into maintenance nightmares,
    • Introducing a smarter, faster, and more flexible charting experience

      Hello Zoho Sheet users, We're delighted to share the latest news about a major update to charts in Zoho Sheet! The new version supports dynamic data ranges, granular styling options, faster loading, and other interesting enhancements that allow you to
    • Zoho Bookings - Feature Request - Services Which Include A Resource and Consultant

      Hi Bookings Team, My feature request is to have the ability to add Consultants and Resources to Services. Use case: Your business provides first aid training and there are certain equpment you require to provide the half day training. There are only specific
    • Assign Meeting in records

      It would be nice to be able to "call and assing" meetings from a record, for example from a Deal. Right now - calendar is synced with CRM - meetings show in calendar - you can go in each meeting and assign it to a record It would be nice to be able to
    • Sincronizar eventos de Bigin en Zoho Calendar (Zoho Mail)

      Hola Me gustaría poder sincronizar mi Calendario de Zoho (Mail) con los eventos de Bigin. No veo la opción disponible.
    • Sales Receipts in UK Free tier

      Is Sales Receipts available in UK Books, specifically at the Free tier? None of the options from the help pages are available to me.
    • My client requires me to have custom pdf file names to except payment for invoices, how can I customize this before emailing.

      Hello! I love the program so far but there are a few things that are standing in the way. I hope you guys can code them in so I can keep the program for years to come. My client requires I customize the pdf file names I send in for billing. Can you please
    • Next Page