Creator Help

Related FAQs-Share

How can I make my form "Public" and view "Private"?

By default, an application created in Zoho Creator is "Private".

To make your Form as public and view as private,

  1. Click on Share tab which will list all the forms and views as arranged in the "Layout tab".
  2. Select the Form to be made "Public". You will find the text "xxx form is Private (change)", where xxx refers to the form name.
  3. Click on "change" link. This will change the form as "public".
  4. Although your overall application is set to private, your form will now be public while data views remain private.

Do users need to hold a Zoho Creator account to access the application shared to them?

Shared users must have their own Zoho Creator account to access the application/form/view shared to them. The shared e-mail id should be the one with which they have created their accounts. For instance, if an application is shared to an email-id user1@zoho.com, the user must have a Zoho account, with the same email-id, to access this application.

If the shared user holds an existing Zoho account, he can just Sign in to access the application. If the shared user does not own an existing Zoho account, he has to Sign Up with the e-mail id specified in the invitation e-mail. The shared applications will be listed under "Shared to me" tab provided in the login home page.

The business version provides the option to configure a user as a developer. What is the difference between a admin user, user and developer?

A developer will have permission to create new applications in the admin's workspace. A developer can access the admins workspace by selecting it from the Choose workspace list box, displayed in the Home page of his account. Refer FAQ -> Business Version -> Definitions, to learn more about what is a workspace and difference between a admin user, developer and user.

Will shared users be able to modify the application structure. (i.e) the form and view configurations?

Irrespective of whether an application is private or public, only the owner of the application can modify the structure of the applications created by him in Zoho Creator. (i.e.) only the owner has the permission to add, modify, delete the forms, fields and views in Zoho Creator.

In Business edition, a user can also be assigned the role of a "developer". A developer will have permission to create new applications in the admin's workspace. If the admin wants to permit the developer to edit any of his applications, he has to configure the same from the "Application Settings" dialog, by choosing the developer's ID from the Provide Edit permission to dropdown and click Save.

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Refer FAQ -> Business Version -> Definitions, to learn more about what is a workspace and difference between a admin user, developer and user.

How can a user with developer role, create new applications in the owners/admins workspace?

A developer can access the admins workspace by selecting it from the Choose workspace list box, displayed in the Home page of his account.

I have given Developer access to a user, but he was not able to edit an application created by me. Is there anything I am missing?

After adding a Developer, the owner has to specify which application the developer will be able to Edit. To do this, the owner should go to the Application Settings of that particular application and in the pop window, under the dropdown Provide Edit permission to, choose the developer's ID and Save.

Is it possible to restrict the edit/delete capability of some users to only records created by that user, while allowing super users to edit/delete all records, for the same report?

The Edit permissions configured for a report will be applicable to all the users who are shared to this report. To restrict the edit permissions to only a set of users, for the same report:

  • Create duplicate copies of the report. Refer Duplicating a report .
  • Use the Share tab, to share the first view with normal users and the second view with super users.
  • For the first View, set the criteria as Added_User equals zoho.loginuser, to enable the normal users to access only the records that they have added. Set the Edit Permissions to Add/Delete/Edit as needed.
  • For the second View, just set the edit permissions to Add/Delete/Edit, without specifying any criteria. The users shared to this view will be able to access all the records.

How can I embed the Zoho registration form on my web site so that my users can login before accessing the forms?

For non registered users, add an <iframe> on your page with the following src. The parameter serviceurl can be used to forward the page to the required url after signing up the registration form:
https://accounts.zoho.com/register?servicename=ZohoCreator&serviceurl=http://www.mydomainename.com/mypage.htm

For registered users, add an iframe on your page with the following src:
https://accounts.zoho.com/login?servicename=ZohoCreator&username_label=Email%20Id&hidesignup=true&serviceurl=/userid/appid/form/1/

What can I do if I have problems/issues with my application and would like to share it with the support staff?

An application can be shared with Zoho Creator Support by providing Edit Access to Support.

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