Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)
- Category: Zoho Creator
- Hits: 38067
This is an article to demo some Deluge code on how to download a file that was uploaded in CRM in a custom module in field that was of type "File Upload".
Why?
Just to remind me where I went wrong, I have a client with ZohoCRM who upload a PDF (can be any file but is usually a PDF) to a custom module in their CRM; I then need the customer from the customer portal in a ZohoCreator app to be able to download this file.
How?
The trick to doing this is that actually
Zoho Creator: Button on Report for Merging Multiple Selected Records
- Category: Zoho Creator
- Hits: 42614
The aim of this article is to document how you can display a Creator report to the user, that they can select (tickbox) multiple records in that report, and then have a button that loops through all the selected (ticked) records. The example below documents a report of Quotes where we want to merge all the product line items of each quote into one single quote.
Why?
I've written this article because I keep forgetting on how to do this. I have a specific order of steps on how I do this, you may find other ways but this is one that works for me.
How?
So here's an overview and then we'll go into more detail:
- Create a function that accepts a form of records
- Create a workflow that understands the function parameters
Zoho Creator: Set Up Custom Domain for Customer Portal
- Category: Zoho Creator
- Hits: 51453
This is a quick article I use to list step by step on how to set up a custom domain for a Zoho Creator customer portal. In this example, we are going to use a subdomain of a company which has the domain joellipman.com.
Why?
This took me a bit of going backwards and forwards to Zoho rather than getting my client to do this. The aim is to take up as little time as possible of the third-parties involved, plus the documentation online was in parts and requires going to several pages across the Internet. Here I have 1 page and 1 article documenting the process.
How?
I'm breaking this down into 3 stages:
- Zoho Creator: Specify Custom Domain
- Domain Registrar: Setup subdomain and add CNAME
- Zoho Support: Get Zoho to setup SSL
Zoho Creator: info/alert/modal/popup notification for any user
- Category: Zoho Creator
- Hits: 56514
So I thought I'd write a quick article to remind me and to develop a simple notification system that will popup for any user on the submit of a form, or on the click of a button or on the click of a link on a page.
Why?
Because alert (alert task) can only be used on a load of a form, on a change of a field or on the validate process. And because info can only be displayed to an admin and even in some cases only as an additional link in the form. The example below is for use in a customer portal on the click of a report button (report workflow).
How?
This will create a popup using the built-in popup of Zoho creator and gives you the freedom to style the notification as any modal would.
Zoho Creator: Create a Widget which uses JavaScript
- Category: Zoho Creator
- Hits: 83342
This is an article documenting how to create a Zoho Creator Widget which includes the Bootstrap and jQuery frameworks as well as other JavaScript functionality.
Why?
Quite simply that at time of print (2020-10-24), Zoho Creator does not allow you to use JavaScript anywhere in its app. HTML and CSS are mostly allowed but JavaScript automatically gets removed from any of your code.
How?
As someone who's been using Zoho services and programming in Zoho Deluge for a few years now, even I thought of Zoho Widgets as a daunting task. But after doing some, I realize this is actually very quick to do and much easier than first thought. The article below documents how to create your first widget in a MacOS environment. I aim to create a WindowsPC version of this document at some point for my colleagues. The below instructions follow a fresh install as if this is the first time this computer has created a Zoho Creator Widget.
Zoho Creator Page: Toggle On/Off Switch: Hide/Display a Div
- Category: Zoho Creator
- Hits: 33154
So this is an article documenting how to create an on/off toggle switch that hides and displays between 2 div layers in a Zoho Creator Page (so not a form or report but a page).
Why?
This is written at a time when Javascript or interactive pages that change on the fly based on a mouse event in Zoho Creator automatically get removed on Save/Update of the page. The following uses the built-in functionality of Zoho Creator and could be seen as a 'Pure CSS' feature. I'm aiming to make a list of capabilities that can be done without loading another framework considering that Zoho Creator has their own version of Bootstrap and jQuery. This is the first example I have where you would want dynamic content in a Zoho Creator page without the use of JavaScript or 'Widgets JS'.
How?
Here are some screenshots to preview what the code below will do, simply copy the code and paste into a Zoho Creator Page.
Zoho Creator: Expecting ZC_SUBFORM_250 expression found COLLECTION
- Category: Zoho Creator
- Hits: 22986
A very quick article as I couldn't find anything on the WWW to document this error.
Why?
During a data migration, I was using a custom function to copy all the data from one app to another. The specific form was for "Leads" which contained a subform with a product line item list. If I run this code, I would get the error:
Expecting ZC_SUBFORM_250 expression found COLLECTION expressionAnother error you may get when using the deluge script is:
LIST value cannot be assigned to 'mySubform' -- or -- COLLECTION value cannot be assigned to 'mySubform'or
expecting ZC_SUBFORM_70 expression found COLLECTION expression
How?
Quite simply the error is because the Creator Deluge syntax I was using to insert subform rows was wrong.
Zoho Creator: Retrieve record with case-insensitive query
- Category: Zoho Creator
- Hits: 28837
Thought I'd put an article here to remind me how to make the retrieval of a record case-insensitive.
Why?
Consider that I have the following creator table:
Product_Name Product_SKU -------------- ------------- MyProduct1 TEST01 Myproduct2 TEST02 myproduct3 TEST03
I'm trying to insert a record for a new product if it doesn't exist in the table but if it does exist then to simply skip adding the product.