Create multiple views from same form for different set of users
Is it possible to hide fields, so that I have two views of the same form – let’s say, an administrator view (which shows all the fields, hidden or not) and a user view, which just shows the public...
View ArticleTo show the latest of a clients record that matches a given criteria
To show only the latest record of each client that matches a certain criteria on that view. For example – show the latest record of each client where its ‘Rank’ field contains the string “KYU” 1. Add...
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How can I fetch records within a given range
To fetch records from a Form within a given range, specify the start index and end index range in the Fetch records task, as shown in the sample code below. Here, the first five records that are...
View ArticleHow can I fetch all the records in a form?
To fetch all the records in a form, specify the criteria as [ID != 0], where ID is a auto-generated field that contains a unique value for each record in the form. Example: rec = Contact [ID != 0]...
View ArticleI have a view listing events with dates. How do I show only the upcoming...
By applying a simple criteria to the view, you can display only the upcoming events.To set this criteria: Click on “Edit this application” and navigate to the view in which this criteria is to be...
View ArticleHow can I add a button to each entry in the “Leads”list that would say “Copy...
About the application The application “Copy Records” comprises of the following two forms – Leads and Clients. Leads form with fieldsName – Phone – Email to enter the Lead details. Clients form with...
View ArticleHow do I enable export options (print, CVS,etc) for a view embedded in my...
You can directly place the URLs as linked text. a. To print the view, place a linked text in the format given below: <a...
View ArticleHow do I print a record – The not so simple method.
You can also invoke a custom function to open the record in a new page and subsequently print it. To do so, Please follow the steps mentioned below: Click on “Edit this application” and click on...
View ArticleHow can I set the parameter of an HTML view with current date, if parameter...
If no parameters are passed to an HTML view, the parameter will be set as “null“. Add the following code to your HTML view, to set the parameter to current date, if the parameter is equal to “null”....
View ArticleHow to fetch data from two forms and update it in a HTML view?
1. Assume you have 2 forms : “Customer” and “Purchase” 2. In “Purchase” Form, if “CustomerInfo” is a lookup field referring to the “Customer” form, the related fields of the Customer Record (their...
View ArticleCan’t see Form data on Views?
It’s probably because of a search you made recently. Our new search feature in Views maintains the last searched keyword as the default filter. To remove that filter and show all the records, Access...
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Mail Merge with Zoho Creator
If you are looking for an easy method to create a Mail merge of the Form data you have, please use send mail task. Check out https://help.creator.zoho.com/Send-mail.html Creating Advanced Mail merge...
View ArticleHow to view the records that are added today?
If you want to restrict a View to display today’s records, Click on Edit this application and select your View. Click on Set Criteria ->Restricted Records. Choose “Added Time” for the first drop...
View ArticleHow to print an HTML view with background color and image?
It is quite common that when you print an HTML view, the background color and the image you have given in the HTML view will not be printed. To make the browser print images and colors, open your...
View ArticleCan I lock a record that is being edited, and restrict more than one user...
Yes, with Deluge Scripting you can lock a record that is being edited as described in the steps given below: 1. Create a Form, for example, with name “LockedID” with a number field to store the ID...
View ArticleHow to dynamically filter a multiselect field
The method of filtering a multi-select field is very similar to dynamically filtering single-select dropdowns as described here. However, the problem with filtering a multiselect is that when you edit...
View ArticleHow can I add new values/items in a Lookup field?
About the application The applicationLookupFieldTest comprises of two forms: Companies form with fields Company and Address Issues form with fields Company (Lookup field), Add new company (checkbox),...
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What is the URL pattern to generate the data of the view in the specified...
The URL pattern to generate the data of the view in a specified export format is given below: http://ceatorexport.zoho.com/<zohousername>/<applinkname >/<export type>/<view link...
View ArticleHow can I display only unique records in a lookup drop down?
You can display unique records using the distinct() Deluge function. This function returns the distinct values of a field in a form.For example, assume the field "ProgramCodes" is a lookup to the...
View ArticleIs there a bulk delete option to empty my database (i.e) all the records in a...
As of now, Zoho Creator does not support emptying an entire View. However, as a work around, you can create a copy of the Form ( based on which the view is created) and then delete the original Form,...
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