Creating SubForms in Zoho Creator

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We received several requests from our users on the subform functionality in Zoho Creator.
Subforms is certainly in our High Priority list and will be available
in the near future. As a workaround, we have put up a sample
application that provides the subform functionality (accessing subform
within the mainform), using Deluge Scripting. 

About the Meeting Tracker Application

The Meeting Tracker application comprises of the following forms:

1. Add Meetings – the master form to enter data about each meeting as shown below.

2. Add Meeting Attendance –  the subform to enter attendees for each meeting. This sub-form will be invoked from the Meetings View by selecting the button as shown below.

  • The attendance details for each meeting can be viewed by selecting the  button, as shown below.



Steps to configure the Add Attendance
and View Attendance custom action buttons

Now let us learn how the custom buttons Add Attendance and View Attendance are added to the Meetings View. The Add Attendance and View Attendance are called custom action buttons.  “Custom Action” is a feature integrated in ZC Views to enable users to invoke a specific user-defined Function on selected records in a view.

In this application,  “Add
Attendence” custom action invokes the function that will display the
“Add Meeting Attendence Form” . Similarly, the “View Attendance” custom
action invokes the function to display the Attendance view.

(The same steps can be followed to configure the View Attandance custom action, to view the attendance for each meeting).

a. Defining the Function:

1. Select Script -> Function tab and define a new function by selecting the New button.

2. In the Function
dialog, specify the function name, namespace, return type and arguments
to be passed to this function. In this example, we define a function
named “addattendance” that will display the “Add Attendance” form for
the selected record in the view. Hence, return type is specified as void and the record id is passed as argument to the function.

3. Click Done to add the function.

4. Drag-n-drop the Open URL deluge task to the editor-area.  The OpenUrl task redirects the form to a specified URL. Specify the URL string as given in the application.  In the the url string specified,

(((((“http://creator.zoho.com/“;;;;;
+ zoho.adminuser) + “/”) + zoho.appname) +
“/form-embed/Add_Meeting_Attendance/meetingid=”) + input.id) + “”,

– Add_Meeting_Attendance  – is the name of the form to be displayed
– meetingid  – is the name of the field in the Add_Meeting_Attendance form
– input.idid is the function argument which will pass the value of the selected record ID and update it in meetingid.

5. Click Save Script to update the changes.

 

b. Configuring the function “addattendance” as Custom Action in the Meetings View

1. Select Views -> Meetings and click on Custom Actions from the left-side tree.
2. Specify the Action Name, the action display type and the function to be configured.
3. Click Done to update the changes.


The above configuration will add the Add Attendance custom action button to each record in the Meetings View. When the button is clicked, the form Add Meeting Attendance is displayed for the selected meeting.

To view the Functions and the scripts added to the application,

  • Copy the application by selecting More Actions -> Copy Application
    link displayed in the top-right corner. The application will be copied
    to your account and displayed in your Home page as “Copy of Meeting
    Tracker”.
  • Select the Edit button and click on Script -> Function tab to view the functions added to the application.
  • Click on Script -> Form tab and select the the Add Meeting Attendance from the Form drop-down box.. The “on add -> on load” script is added to this form to display the Meeting name of the selected meeting in the Pick Meeting list-box.

Related Links:

Help Doc -> Deluge Reference -> Functions and Custom Action.
Help Doc -> Deluge Reference -> Open URL

Backup your Gmail in Zoho Mail

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The comment thread in a recent post by Zoli Erdos @ Cloud Ave has a discussion on how to sync Gmail
with Zoho Mail. Let’s see how to do it as this is a question in the minds of almost all Gmail to Zoho Mail converts, and it may bring peace of mind to Gmail users.

The first way is easy. Configuring your Gmail account to forward a
copy of all emails you receive there to your Zoho Mail account. For
this, login to your Gmail account, click on Settings -> Forwarding and POP/IMAP tab, choose Forward a copy of incoming mail to and give your Zoho Mail address. Click on the Save Changes button. You should start receiving a copy of all mails to your Gmail account in Zoho Mail now.

You can have a filter made in your Zoho Mail account to receive all mails to your Gmail account in a separate folder. And add your Gmail address as a Sender email address option.


Now to the more thorough way of doing this is to configure POP access so that you can get all your past Gmail entries backed up in Zoho Mail. Login to your Zoho Mail account, click on Settings -> Mail Accounts -> Add Mail Account and give your Gmail account details. Click on Save.


Clicking on the Back to Mail button, you should now see your Gmail account listed at the top-left.


Zoho Mail will start fetching a copy of all your mails in the Gmail
account from the past. But this isn’t perfect still as all mails including
those you sent will be fetched in the Inbox folder by default. To set this right, create a filter in Zoho Mail with the condition, if Sender is your GMail address, Move to folder Sent.


That’s it, your Gmail and Zoho Mail accounts are now in sync. Hope you found the tip useful.

Related Posts

Zoho’s Security Practices

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Customers often ask us: “How do I know my data is safe with Zoho?’

Keeping our customers’ data safe & secure is obviously very important for all of us at Zoho. Not only because well, it’s YOUR data and you have trusted us with it, but also because our business depends on customers trusting us.

We protect our customers’ data in four different ways: Physical Security, Network Security, People Processes and through Redundancy and Continuity. That means that we keep your data safe with essential precautions like bullet-resistant walls and 24x7x365 guards and monitoring, but also with some of the most advanced network security and people processes. And of course, is not only the data that is backed-up/replicated across different machines, but we also have back-ups for power, cooling, our internet connection to you and more.

Along the same lines, we often throw a slightly different question for customers to ask themselves…”how do YOU know your data is safe with YOU?” And that gets them thinking. We can safely say that Zoho offers better data security protection than what most firms can technically provide or can afford by themselves.

The following Zoho Show presentation summarizes our approach to protecting your data. For more details, please refer to the Zoho Security Practices, Policies & Infrastructure document.

Rodrigo

Zoho Invoice now supports Authorize.net

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We are happy to announce support
for Authorize.net in Zoho
Invoice. Now you can accept online payments from your customers via Authorize.net in Zoho Invoice.  Clearly this has been one of the
most requested features and we are happy to heed to the request.  This integration gives you more options, now you can accept online payments via any of these payment gateways – PayPal, Google Checkout and Authorize.net

zoho Invoice now supports Authorize.net

Authorize.net is one of the most popular payment gateways; it can help you accept credit card payments quickly and more affordably.  You can get details about it from the following link – how it works

Configuring Authorize.net in Zoho Invoice:

Please follow the steps below, to configure Authorize.net in Zoho Invoice-

 1. Sign-in to Zoho Invoice and
click on the “
Settings” link
at the top right.

 2. In the settings page, click on
the “
Payment Gateways
link under “Invoice Settings”.

 3. Enter your "API LoginID" and "Transaction
Key
" in the respective
fields.

 4. Click on "Save".

More
information on API LoginID and Transaction Key can be found at Authorize.net

Authorize.net Payment gateway with zoho Invoice.


Configuring Invoice notification mail:

After configuring the API LoginID it is necessary to configure your invoice notification mail. Please
follow the steps below,

 1. Sign-in to Zoho Invoice and click on the “Settings” link
at the top right.
 2.
In the settings
page, click on
the “
Invoice notification
link under “
E-mail Settings”.
 3. Please add the placeholder %Authorize.Net%.
 
4. Click on "Save".

Configuring invoice notification mail
Additional options to use with Authorize.net:

You have the choice to receive
notifications when a payment is made to you, just select the option "
Notify me on
online payments
" and click
on "
Save".


If you want to send an
acknowledgment to your customer, just select the option "
Send
acknowledgment to customers

and click on "
Save". 

Please note that Authorize.net currently supports payments only in US dollars.

What next?

Currently we don’t support "Automated Recurring Billing"  and electronic check payments feature in authorize.net, we will be supporting it shortly.

Also we are planning to add support for more payment gateways.  If you want us to add support for any specific payment gateway, let us
know.  Based on the number of requests, we can prioritize and add
support for it.

Feel free to explore our other
supported payment gateways PayPal
and Google Checkout.  We would definitely like to hear your comments and don’t forget to drop us a note when you enjoy using this feature.
Stay tuned for more…..


How To : Hide/Show Fields in Zoho Creator

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A simple but
oft repeated query in Zoho Creator Help/Forums is how to dynamically
hide and show fields in ZC forms. In this blog, we present how-to-do
tips on using the Hide/Show functionality to create smart forms that
hide irrelevant information from the user or adjust as the user is
entering information.

1. Show fields only to the application owner

Assume
you are the HR manager and you have created the following "Job
Application" Form to enable applicants to apply for vacancies in your
organization. In this form, the field Call for Written Test will
be used only by the app owner (HR manager) to decide if the candidate
must be called for an interview, and should not be displayed to users.



To make the Call for Written Test field accessible only to the application owner, select the check-box option Hide this field to others, from the Edit Options for this field and click Done to update the changes, as shown below:



Now,
the field will be displayed in the form only if the login user is the
application owner. Shared users will not be able to view this field.
The form will be displayed to users as shown below:




2. Conditionally Hide/Show fields


You
can also conditionally show/hide specific fields in your form by adding
a bit of Deluge Scripting. For example, if the user chooses "Option1"
on a drop-down field, show certain fields else show some other fields.

The Hide <fieldname> Deluge task can be used to dynamically hide specific fields, when not required. The
field will not be available for viewing/editing to both the owner of
the application and to people with whom you are sharing the application.


The Show <fieldname>Deluge task is used to display a field that was previously hidden.

Here are a few sample scenarios:

a. Hide/Show fields based on value selected in another field

– In the "Sample1" form given below, the text-field "ResearchQuestion" is hidden when the form is loaded. It will be displayed only if the value of the field "Type" is selected as "Research".

To achieve this,

– Select Form Actions ->  On Add -> On Load block in Script builder. The on Add -> on Load script is executed when the form is loaded to add a new record.

Add the Deluge task hide ResearchQuestion, as shown in the screen-shot below and click Save  Script to update the changes.

(You can drag-n-drop each task to the editor area and use the Edit button to configure field names, variables and expressions using the Deluge Expression builder)


To display the field ResearchQuestion only if the Type is selected as "Research",

– Select Field Actions -> Type -> On User input block in Script builder. The Field Actions -> on user input script is executed when the Type field value is changed.

– Add the If condition and statements to display the field only if the Type field is selected as "Research", as shown below. Click Save  Script to update the changes.

zoho creator script editor

The ResearchQuestion field is displayed if Type is selected as "Research", as shown below.


b. Hide/Show fields based on login user

Sometimes
you may want to restrict access to certain users only to specific
fields in your form. This can be achieved using the Deluge variable zoho.loginuser, which returns the name of the login user and the  Hide <fieldname> deluge task, within a If condition.

For example, assume you want to restrict edit access to the Name and E-mail field only to the HR Manager, whose login user name is "HRAdmin". 

To achieve this,

– Select Form Actions ->  On Edit -> On Load block in Script builder. The on Edit -> on Load script is executed when the form is loaded to edit an existing record.

– Add the If condition to check for the login user name and the If statements to be executed . The If statements will be executed if the login user name is not "HRAdmin". (i.e) the Name and E-mail field will not be displayed for editing, if the loginuserid is not "HRAdmin".

– Click Save  Script to update the changes.

(You can drag-n-drop each task to the editor area and use the Edit button to configure field names, variables and expressions using the Deluge Expression builder)




Related Help Links:

Help Doc – Deluge Script -> Hide/Show
Help Doc – Deluge Script -> Using Script Builder

Related Forum Discussions:
 
http://discussions.zoho.com/zohoforums?ftid=2266000000150851
http://discussions.zoho.com/zohoforums?ftid=2266000000138102
http://discussions.zoho.com/zohoforums?ftid=2266000000018120

Wiggio integrates Zoho

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The Zoho APIs have been put to good use by a variety of web services. The latest to join them is Wiggio, which is a free
online toolkit that makes it easy to work in groups. Wiggio has a Folder module where a group of people can upload & manage files centrally. The documents (.doc) and spreadsheets (.xls) in this Folder module can be opened
in the browser directly and saved back to Wiggio without downloading, thanks to Zoho’s Remote API.

Below is a screenshot showing a document in Wiggio being opened using the Zoho Writer editor.

A video demo from the Wiggio team showcasing the Folder module below.

Related Posts

Layoff Tracker using Zoho Creator & Zoho Reports

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With layoff news all over the place, I thought I’d do little analysis on the layoff data. I spent around 30 minutes creating a simple Layoff Tracker Application using Zoho Creator & Zoho Reports. Here is the application I ended up creating. The interesting part is, how this was done. Let me explain on how this was done.

To get started, I created a simple Zoho Creator application pasting the data from TechCrunch Layoff Tracker which took me couple of minutes to place the data into Zoho Creator’s database. To do some analysis, Zoho DB & Reports is the perfect tool. So I decided to connect Zoho Creator & Zoho DB.

Recently, we rolled out the first cut of our integration between Zoho Creator and Zoho DB & Reports. I used this feature to connect both these applications. I created a database in Zoho DB & Reports and linked it to the data form Zoho Creator App and set it up to frequently update itself every hour keeping Zoho Creator as the Master DB.
This way, Zoho Creator’s forms can be used to input the data directly
into the Zoho Creator database which is then synchronized withZoho DB & Reports.

Once I have the database synchronized, I then generated several reports
dragging and dropping columns based on the data in Zoho DB (which is
automatically fetched from Zoho Creator). Here are some of reports.

Layoffs By Date

Layoffs By Month & Location

Layoffs Trend

Using the ‘Publish’ option in Zoho DB and HTML View option in Zoho Creator, I embedded these reports back in Zoho Creator Application in another tab. This is the final app with Reports tab displaying reports from Zoho Reports.

Zoho Creator Application

Public Zoho DB

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