Bidirectional relationship zoho creator login

sorting - Zoho Creator: Sort sub-form records in both Main Forms and Views/Reports - Stack Overflow

bidirectional relationship zoho creator login

I have created a bidirectional relationship between 2 records. Every time I click on openUrl(""kinenbicounter.info . 12 Relationships Zoho Creator In Zoho Creator applications, you relate data by Bi-directional lookup fields let you create two-way relationships within your. sign up log in The forms are linked with a bi-directional lookup relationship. hack, but until Zoho implements a method to sort sub-form records via the GUI, go here: kinenbicounter.info

If you chose Dropdown, the data will be displayed as a dropdown menu. Now if this Lookup were to be Bidirectional, then the below two should happen - Each employee is associated with a department already achieved through the single-select Lookup Field Department in the Employees Form.

There are two ways to create a Bidrectional Lookup Field, By using an existing relation A Relationship between Forms can be created using existing relations as well.

Zoho Creator: Importing Spreadsheet Data

Checking the Bidirectional Relation checkbox Add a Lookup Field in any one of the Forms that you are looking to relate. A dialog box Choose bidirectional lookup field will open. You would see a Lookup Field added there automatically. In the above screenshot, the relation between departments and employees is one-to-one 1: If a many-to-many M: Relationships between these Forms were created using Lookup Fields.

Refer Combined Reportsfor more information. Customize the data a lookup field displays You can customize the data that the Lookup Field displays from the Display Fields section of its Field Properties. You can select the Fields and mention if any separator is to be used between the Field values, and Preview how the display will be.

Enter the name or title of the field in the Field Name text box available in the right pane that appears after the first field is introduced in the form builder. Display Fields This section displays the field that has been linked in the lookup. You will be able to select another field from the drop-down list, thus changing the field values that are looked up in the form that has been linked. For instance, if you have created a lookup in Employee Details to fetch values of Department Name field in Department Details form, you will be able to select a field other than department name in that form.

If you want to lookup for Manager in Department Details form, you must select that field in the drop-down list in the Display Fields section. Here, you will also be able to include other fields to be looked up using the same lookup relationship.

Configure the Lookup Field

To include another field to the created lookup: The next field in the related form appears in a drop-down. Select the required field that must be looked up along with the existing field.

Enter the required separator. By default, - is the separator.

  • Define bidirectional relation
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The field in included in the lookup and the preview is also made available. Choices This feature enables you to enhance the behavior of the lookup field. Enable adding new values to the existing list. This includes a link along with the lookup field.

Clicking the link opens the related form into which the new values must be entered and submitted, thus adding a new record and also including a new entry in the lookup field. Enable end users to search values in the field. Sort the field values according to alphabetical order. Specify the criteria in Set Filter and create filters for the lookup list. Validation This feature enables validation for the data entered in the field. Make the field mandatory to compel the user to enter data into that field.

This ensures that the form is not submitted unless and until the field receives input. Permission This feature enables you to determine whether the field is displayed to all end users or only to limited users. Visibility This feature allows you to define conditions to show or hide the particular field. By default, the Visibility section shows that the field is visible in all conditions. Click Shown in all conditions message. The Visibility dialogue box for the selected field appears.

Relating Data with Lookup Fields - PDF

The Set Condition section appears. Select the field to which the condition must be applied. Select the condition from the drop-down list. Define the condition within the quotations in the text box provided.

Select Save to multiple fields, if this condition must be applied to visibility rules of other fields in the form.

Define Bidirectional Relation for a Lookup Field | Zoho Creator Help

The created condition is listed under the Visibility section. Under Set Condition section, you will be able to define more than one condition, creating a combination of conditions to determine the visibility of the field. Availability This feature facilitates enabling and disabling the field based on the conditions that you define.

By default, Availability section shows that the field is available in all conditions. Click Enable in all condition message. The availability dialogue box for the selected field appears. Select Save to multiple fields, if this condition must be applied to availability rules of other fields in the form. The created condition is listed under Availability Section. Under Set Condition section, you will be able to define more than one condition, creating a combination of conditions to determine the availability of the field.

Relating Data with Lookup Fields

Bidirectional Relationship This feature enables you to achieve what you achieve using an existing relationship. It serves the same purpose. You will be able to create a lookup for the other form in the relationship without having to access that form. In other words, all relationships created using existing relationships are bidirectional relationships.

bidirectional relationship zoho creator login

For instance, when you create a relationship between Employee Details form and Department Details form, looking up department name field values in the latter, you will have created the lookup in Employee Details. Now, you will be able to create a lookup in Department Details form while you are still in Employee Details form. To create a bidirectional relationship: Enable Bidirectional Relationship in the right pane.

bidirectional relationship zoho creator login

The Choose bidirectional lookup field window appears.