Author Archives: Latha

Creating Charts in Zoho Creator using Zoho Sheet API

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Zoho Creator charting functionality helps you to quickly and easily analyze data in a visual format using a variety of graph types. To create charts with data from multiple ZC forms or to display grouped data, you can use the chart API supported by Zoho Sheet. The  Sample Application named “Student Management”
demonstrates this functionality. In this application, we have defined a
function called “getChartUrl” (you can see the function used in the
application under the Script -> Functions tab in edit mode), using which the required data is dynamically submitted  to Zoho Sheet API, which creates the required chart as an image.


About the application

The Student Management application comprises of the following forms :

  • Student Form to enter the name of the students and the country they belong to.

    • …


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Functionality based URLs in Zoho Creator

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In the blog topic Zoho Creator URL Patterns we learned about the
default URL patterns to quickly access a Zoho Creator application and its forms,
views and report formats.  Advanced URL patterns for Zoho Creator Forms and
Views are  listed below:

1. To set default values for form fields

The
default values for form fields can be set by passing additional
parameters to the form URL.  For example, to automatically load a value
for Employee ID field in http://creator.zoho.com/zchelp/employee-manager/#Form:Employee
the default values is passed as querysting(Employee_ID=1234) to the
url, where Employee_ID is the script name of the field in your name.

The form url with query string will be,
http://creator.zoho.com/zchelp/employee-manager/#Form:Employee?Employee_ID=1234


2. To edit individual records by passing record ID in the URL

The
url to view and edit individual record using its record ID is given
below.…


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Zoho Creator URL Patterns

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The knowledge about the URL of the various Zoho Creator application components like Forms, Views, PDF report etc., will help in providing quick access to the application and its forms, views and report formats. 

The image given below conveys the url pattern of the various Zoho Creator application components. The wiki page Zoho Creator URL Patterns lists and explains in detail the URL structure of the various Zoho Creator application components. Please feel free to post your comments on that page.

Zoho Creator URL Patterns

In the next series, we will cover more advanced URL patterns for forms and views, like setting form properties, look and feel, view criteria etc.  Stay tuned…
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Editing Records In Zoho Creator

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Zoho Creator supports multiple ways of editing your data.  You can,

  • Edit records from GUI
  • Edit records through Deluge script
  • Edit records by passing record id in the URL
  • Edit records through Zoho Creator APIs

Edit Records from GUI

You can edit records directly from the Zoho Creator GUI, by selecting the desired record in the view and using the Edit option, to edit the specific record. You can also edit multiple records at a time, using the Bulk Edit option.

 

 
Edit Records through Deluge Scripting

You can Fetch and Update records dynamically from Zoho Creator Database using Deluge Scripting. The Fetch record and Update record Deluge task

offers the flexibility to fetch records from the ZC database based on a given criteria and update it with
the given values or with dynamic values and is triggered by form and field actions.

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Adding Records in Zoho Creator

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Zoho Creator offers you the flexibility to add new records to your database, in multiple ways.  You can,

  • Add data through onlilne HTML forms from your PC or from your mobile
  • Add records through email
  • Add records by importing from Excel file
  • Add records by executing Deluge script
  • Add records using Zoho Creator APIs

1. Add record through online HTML Forms 

Zoho Creator provides drag-n-drop Web Form Builder
to easily create custom HTML Forms in minutes. You can access the
online HTML form from your PC or right from your mobile. The data
submitted through these forms will be directly added to your database.
Here is a sample form created with Zoho Creator.




If you do not like the default positioning of the form fields, you can customize the same using the Zoho Creator Client API and create your own custom form.  The Client API
allows field level embedding to customize the look of your HTML forms
to suite your website.…


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Creating a Search Interface in Zoho Creator

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A
search interface comprises of a Search Form where users can enter a
search term and view the search result.  Zoho Creator supports creating
a Search Interface that display customized views based on the search
keyword. Let us take the Employee Manager application in the Zoho Market place for illustration. 

The Dashboard page of the Employee Manager displays the Search form to search employees based on the specified Employee Name, Team Name or Department. On click of the Search button a custom HTML view is displayed, as shown in the screen-shot below.


Here are the steps in creating a Search Interface in Zoho Creator:

1. Create the Search Form

  • Create a Search Form
    with the Fields that would make up a Search Dialog. A search Form is
    basically a Stateless form, that does not store data in the ZC
    database. Refer  Stateless Forms for more information on creating Stateless forms.

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How To – Create relationship across forms in Zoho Creator

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Creating relationship across forms in Zoho Creator is easy. You can also create combined views with two or more related forms.  

Creating relationship using single-select lookup field

Assume you have a Form called Employee to add employee details and another Form called Department
to store the department details.  Typically an employee will be
assigned to only one department and hence a relationship between the Employee and Department form is created using single-select lookup field. To do this,

1. Add a Lookup field in the Employee form

  • Specify a label name, for example, "Department"
  • Import data from Employee Manager – Department – Department Namewhere,Employee Manager is the application name, Department is the form name,Department Name is the field whose data is imported.

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