zoho

How to auto populate data from Zoho crm to Zoho creator


I am facing a issue. I have to fetch data from ZOHO crm to ZOHO creator and want to fill zoho creator form with that fetched value. I have used webhook to send data from ZOHO crm to ZOHO creator but it saves crm value in database. But i don't want to save in database. I want that value to be fill in creator form.


Solution

  • My previous response contained the wrong link, so here's an updated explanation:

    You can pre-populate a form with default values by passing parameters to the form URL. The format you should follow is:

    http://creator.zoho.crom/<user name>/<application name>/#Form:<form name>?<field name>=<default value>&<field name 2>=<value 2>
    

    The example given in Zoho's support article is:

    http://creator.zoho.com/zchelp/employee-manager/#Form:Employee?Employee_ID=1234
    

    Here's a link to the Zoho Creator support article explaining how to pass parameters into the URL to pre-popluate the form fields with values:

    https://www.zoho.com/creator/help/url-pattern/functionality-based-urls.html#To_set_default_values_for_form_fields

    In the CRM I manage, I added a link into each Zoho CRM record so that when you click it, it will open your Creator form in a new tab and fill it in with the CRM record data. I could set something up like this in a few hours; contact me if you need help.