Form, Report and Page 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. By default, the permalink will be a private URL and provides access to the embedded form, only by login. You can use the publish option to get the public permalink of the form. The public permalink provides access to the form, without login. You can customize the look and feel of the embedded form/report to match your website.

Form Permalink with login access

To generate permalink of form with login access,

  1. Select the form and click on the Setting icon beside the Form name and select Permalink option, in application live mode. (To go to live mode, click on Access this application button)

  2. The Embed dialog will be displayed with the permalink, as shown in the screen-shot below. If your form is private, users will have to login to access your embedded form. To access the form without login, select the Publish link. You will now find an encrypted code appended to the existing url.

  3. Copy and paste the code snippet displayed to your website.

Sample URL Format

https://creator.zohopublic.com/< app owner name > /< app name >/form-perma/< form name >/ 

Sample URL

https://creator.zohopublic.com/latha/sales-management/form-perma/Sales_Product/

Form Permalink without login access

To enable shared users to access the form permalink without login,

  1. Select the Publish link displayed in the embed dialog, as shown in the above screen-shot. (Refer the Embed screen shot in the section "Form Permalink with login access"). You will now find an encrypted code appended to the existing url. Copy and paste the code snippet to your website.
  2. To prompt for login details, click on the Remove Publish link, as shown in the screen-shot below.

(OR)

Publish the form from the edit mode of your application and generate the publick permalink. Refer the section Publish Form, Reports and Pages for more information.

Sample URL Format

https://creator.zohopublic.com/< app owner name > /< app name >/form-perma/< form name >/ < encrypted code>/

Sample URL

https://creator.zohopublic.com/latha/sales-management/form-perma/Sales_Product/yvK8YPR/

Customize look and feel of form

To customize the look and feel of the embedded form refer the Form Customization section.

Report Permalink with login access

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 generate report permalink with login access,

  1. Select the report and click on the Setting icon beside the Report name and select Permalink option, in application live mode. (To go to live mode, click on Access this application button)

  2. The Embed dialog will be displayed with the report permalink, as shown in the screen-shot below. If your form is private, users will have to login to access your report. To access the report without login, select the Publish link. You will now find an encrypted code appended to the existing url.

  3. Copy and paste the code snippet displayed to your website.

Sample URL Format

https://creator.zohopublic.com/< app owner name/ < app name >/view-perma/<report name>/

Sample URL

https://creator.zohopublic.com/sampleapps/sales-database/view-perma/Sales_Report/

Report Permalink without login access

  1. To enable shared users to access your report without login, select the Publish link displayed in the embed dialog, as shown in the above screen-shot. (refer the Embed screen in the section "Report Permalink with login access"). You will now find an encrypted code appended to the existing url. Copy and paste the code snippet to your website.
  2. To prompt for login details, click on the Remove Publish link, as shown in the screen-shot below.

(OR)

Publish the report from the edit mode of your application and generate the permalink. Refer the section Publish Form, Reports and Pages for more information.

Sample URL Format

https://creator.zohopublic.com/< app owner name/ < app name >/view-perma/<report name>/< encrypted code >

Sample URL

https://creator.zohopublic.com/sampleapps/sales-database/view-perma/Sales_Report/tC5xFV9a3pB2

Customize look and feel of reports

To customize the look and feel of the report refer the Report Customization section.

Feed URL for reports

Generating feed URLs for other services to pull data from Zoho Creator reports 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

Page Permalink

Use the page 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 generate permalink for a page (publish url),

  1. From your application dashboard page click on Publish link of the page to be published (or) select the page and click on Settings - Publish option.
  2. The Publish page will be displayed with a preview of the page to be published
  3. Click on Publish button to generate the permalink (publish url) of the page. Copy/Paste the permalink to your website/blog or send it to people who would like to access the report.

                                                   
                              Screen shot of the publish page for a Page with generated permalink (publish URL) 

Sample URL Format

https://creator.zohopublic.com/< app owner name/ < app name >/view-perma/<page name>/< encrypted code >

Sample URL

https://creator.zohopublic.com/sampleapps/sales-database/view-perma/Dashboard/tC5xFV9a3pB2