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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 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...
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 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 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 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 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 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 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]...
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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 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...
View ArticleCreate 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...
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