One actionable step for a successful Zoho CRM setup

French writer Antoine de Saint-Exupery   is a great reminder that often, less is more and the best thing to do when you start setting up your ZOHO CRM system is to ELIMINATE all the fields you are not going to use in each Module. 

Think hard about the fields that you really need and how you are going to use them. It will clear your head, your system & your business process. Good Luck & may the force be with you....

Possible cause for GENERATEJS_TASK error

Are you getting this error message on your Zoho Creator application? If so, do not worry is easy fixable and most of the times its due to the lack of a referenced table data within the Form you are trying to update.

Most of the times the main cause for GENERATEJS_TASK error is caused when we are trying to open a Form using a function that delivers ID parameters to specific fields within the form. You can update a value on a dropdown but you can not reference that parameter to update a field within a subform or other table within the existing Form. You must first fetch the corresponding data before you can update subform fields.

Lets take a look at the below example. Assume you are working with Form A, which has Filed1, Field2 within Form A you have subform Aa & need to update Subfield1 & Subfield2.

Parameters will travel on your url ID & update Form A Fields1 & 2

https://creator.zoho.com/userid/yourappname/#Form:NameFormA?Field1=1593428000001420284&Field2=1593428000001420288

// First Need to Fetch the corresponding table "On Add/On Load" section of your Form. 

T1 = Table1 [ID == input.Field1]; 

T2 = Table2 [ID == input.Field2]; 

//Now that you have the corresponding data you can update values within a subform.

SubformAa.subfield1 = T1.ID; SubfomrAa.subfield2 = T2.ID;

There are other events that can cause this error to break your app flow. however, this is in my experience the most common one I have seen. Enjoy!!!

How to Merge my Zoho Creator Database to a PDF or WORD Document?

You have built a well rounded database in Zoho Creator. Data entry is a breeze and Reports are coming out of the system in a second, but are you really leveraging all its potential?

I will  assume you have given some thought about integrating your data into your business processes and take the automation "cloud" era into the next level. Not sure how to do it.

There are multiple ways to skin a cat. However, there are few options that allow you to do it with ease at a very low cost. Below you will find my recommendation to accomplish this task if the only thing you know about computers is "copy & paste" well maybe a little common sense?

I would say you have a good chance of succeeding.

Step 1. Open an account with itDuzzit. itDuzzit is the fastest way to synch data between cloud applications.

http://cloud.itduzzit.com/

Step 2. Open an account with WebMerge. Webmerge automates your document assembly so you can forget about it.




Step 3. Follow the instructions on the link below and create a simple Zoho Creator to WebMerge integration.

https://www.itduzzit.com/connect/zoho-creator-to-webmerge

And last but not least, if you do not have a Zoho Creator account yet get yours now. Open Account

If you need help we are always open to support your projects and take your business processes into the future. Keep us in the loop.

How to Attach a file to an Email Notification in Zoho Creator

After adding your SendEmail function and constructing your message and particulars of the notification change your script builder to the Free Flow version as indicated in the top right section of your platform. Under the section Message: you will click enter to create a space and include the following line of code

attachments:file:input.File_upload,file:input.File_upload_2,file:input.File_upload_3,file:input.File_upload_4,file:input.File_upload_5,file:input.File_upload_6

attachments: to indicate you want to attach a file

file: to call the field type file

input.Name_file to indicate which file field you are referring to

You can add as many files as needed but will need to add a "," between each file. Hope it helps let me know if you have any issues.

How to custom Style your Forms, VIews in Zoho Creator with the least amount of code

Hello everyone. The objective of this video is to show you how to easily customize the style of a form or a view, in Zoho Creator. So the first thing that you can do is go to creatorscripts.com. This is my blog, where I keep updating information about handling Zoho Creator and I have already added some links to apps that are worth having, including the Zoho Creator Styles. You can also find this Zoho Creator Style app in the marketplace of Zoho Creator and this application was developed by Shrine. And once you install the app, if you go to your account, you will see it display as Zoho Creator Styles. So for the objective of this example, I'm going to show you how this application that I built uses Zoho Creator Styles. In here you can see that my buttons, the fields, the height of the fields, the length or the width, are obviously built within Zoho Creator, but if I wanted to change the background core when the user hovers over the button, I would have to go to each form or view inside my application and update the specific HTML parameter that refers back to the color. I mean, obviously if you have multiple forms in your application, this is gonna be quite a task, for example in this case there is another form that uses the same back ground color. So if I wanted to do this manually, it would take me a while. However, thanks to Zoho Creator Styles, you can now easily incorporate or change the style of your forms. So all you need to do is access your Zoho Creator Styles application, go to your styles, and obviously l have a theme already added here that it's Astro for the application that I just show you. So I'm going to go to the background, button background color, which is orange right now. Right? I'm going to change this one and let's put it in red, let's see what happens. So, notice that all I did here is change a record in this application. And now, if I go back to the application that I just showed you, you will see that the buttons in my application have been updated to red. So you see instead of having to go into every single form, just by changing one record in Zoho Creator Styles, I have achieved the updating the color for every single page in my application. Now, you probably are wondering how did I accomplish this? Obviously all the instructions that you need to know are explained in the Zoho Creator Styles application. But the very key, it's right here and I'll highlight it for you. On an HTML page when you drag forms or view into the page, you only need to include this little piece of code right after the Zoho Creator header parameter. And it refers first back to the application, Zoho Creator Styles and then the name of the function and then whether it calls a form or a view and then the name of your theme. Once that's it copy pasted in your application, every change that you do back in your form would be automatically updated. So, there you have it. Don't forget to check Creator Scripts for more information. And go download your Zoho Creator Style application, you'll enjoy it. Thank you.