Creator Help

Form And Report Permalink

Overview

Use the Form/Report permalink if you do not want to share your application with users but just want to send them a link to submit form data or report data or to link the form/report in your website/blog.

Form Permalink

To get the permalink of a form in live mode,

1. Select the Form in live mode. (To go to live mode, click on Access this application button)

2. Select the Settings icon -> Permalink option on the top right hand side. 

3. To customize the look and feel of your form, select the link Customize Form Properties & Look and Feel. The customize dialog will provide options to customize the form properties, header, footer, labels and fields. Changing the properties in this dialog will update the permalink displayed below with the required values.

4. The Permalink dialog will be displayed, as shown below with the permalink to access your form.Copy/Paste the permalink to your website/blog or send it to people who would like to access the form.

Note:

  • If your form is Private, the permalink will prompt for login details. To get a permalink which does not require login, use the Click Here link displayed in the Permalink dialog. You will now find an encrypted code added to the permalink. Use the encrypted permalink to access the form without login.

To get the permalink of a form in edit mode,

    • Select the Form in edit mode. (To go to edit mode, click on "Edit this application" button)
    • Click on Form settings-->Publish
    • Select the  Permalink option on the top of the page. The Permalink dialog will be displayed, as shown below with the permalink to access your form.
    • To customize the look and feel of your form, select the customize options. The customize dialog will provide options to customize the form properties, header, footer, labels and fields. Changing the properties in this dialog will update the permalink displayed below with the required values.
    • Copy/Paste the permalink to your website/blog or send it to people who would like to access the form.

Report Permalink

Use the report permalink, if you do not want to share your application with users but just want to send them a link to view your data or to link the report in your website/blog.

To get the permalink of the Report

1. Access the application by selecting Access this application button.

2. Select the required report.

3. Select Settings icon -> Permalink on the right top.

4. The permalink will be displayed as shown in the screen-shot below. The report accessed through the permalink url will always be up-to-date.

Note:

  • By default, the permalink of a private application requires a login to access the report. To enable users to access the report without login, you can use the Click Here option. You will now find an encrypted code appended to the existing url. This url can be used to access the report without login.

To generate feed URL for reports

Generating feed URLs for other services to pull data from Zoho Creator Views is possible. Once you get the link as shown in the image above, replace view-perma with xls/csv/tsv/rss/pdf/html/json and replace creator with creatorexport. The sample URLs are given below:

CSV
https://creatorexport.zoho.com/sampleapps/estimate/csv/Items_View/w2aFGua1JMQjn1bhtvgXFwwd3HE7mshFwY4JZ254rhu8jkDgsYxkFWJtSbwHrjWeHB0AHCpZApQP9SWmAhCR6RWCEjrkWOGmJjra

XLS

https://creatorexport.zoho.com/sampleapps/estimate/xls/Items_View/w2aFGua1JMQjn1bhtvgXFwwd3HE7mshFwY4JZ254rhu8jkDgsYxkFWJtSbwHrjWeHB0AHCpZApQP9SWmAhCR6RWCEjrkWOGmJjra

TSV

https://creatorexport.zoho.com/sampleapps/estimate/tsv/Items_View/w2aFGua1JMQjn1bhtvgXFwwd3HE7mshFwY4JZ254rhu8jkDgsYxkFWJtSbwHrjWeHB0AHCpZApQP9SWmAhCR6RWCEjrkWOGmJjra

PDF

https://creatorexport.zoho.com/sampleapps/estimate/pdf/Items_View/w2aFGua1JMQjn1bhtvgXFwwd3HE7mshFwY4JZ254rhu8jkDgsYxkFWJtSbwHrjWeHB0AHCpZApQP9SWmAhCR6RWCEjrkWOGmJjra

HTML

https://creatorexport.zoho.com/sampleapps/estimate/html/Items_View/w2aFGua1JMQjn1bhtvgXFwwd3HE7mshFwY4JZ254rhu8jkDgsYxkFWJtSbwHrjWeHB0AHCpZApQP9SWmAhCR6RWCEjrkWOGmJjra

JSON

https://creatorexport.zoho.com/sampleapps/estimate/json/Items_View/w2aFGua1JMQjn1bhtvgXFwwd3HE7mshFwY4JZ254rhu8jkDgsYxkFWJtSbwHrjWeHB0AHCpZApQP9SWmAhCR6RWCEjrkWOGmJjra

XML/RSS

xml/rss export always downloads only the latest 25 records. If you want to download a maximum of 2000 records at a time (more than 2000 records is not supported) add ”complete=true” as an extra parameter. URL samples given below. 

XML/RSS
 Regular download (25 rows)

https://creatorexport.zoho.com/sampleapps/estimate/rss/Items_View/w2aFGua1JMQjn1bhtvgXFwwd3HE7mshFwY4JZ254rhu8jkDgsYxkFWJtSbwHrjWeHB0AHCpZApQP9SWmAhCR6RWCEjrkWOGmJjra

XML/RSS
: Maximum download (2000 rows)

https://creatorexport.zoho.com/sampleapps/estimate/rss/Items_View/w2aFGua1JMQjn1bhtvgXFwwd3HE7mshFwY4JZ254rhu8jkDgsYxkFWJtSbwHrjWeHB0AHCpZApQP9SWmAhCR6RWCEjrkWOGmJjra/complete=true

To get the permalink of an HTML Page

For a HTML page, the permalink option will be available only in the Edit mode.

  1. Go to Application Dashboard and select "Pages".(Only the application owner has permission to edit his application)
  2. Select the required HTML page and click on Settings icon -> Permalink on the right top corner of the page.
  3. The permalink dialog will be displayed with the permalink for the page. The page accessed through the permalink url will always be up-to-date.

Note:

  • By default, the permalink of a private application requires a login to access the form/report. To enable users to access the form/report without login, you can use the Click Here option. You will now find an encrypted code appended to the existing url. This url can be used to access the form/report without login.

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