How to fetch records from one table into another in Zoho Creator

22.05.13 08:14 AM - By FMRR

The objective of this blog/video is to provide a complete example on how to fetch data from one table into another in Zoho Creator. The first thing that we're going to do is create a new table. So just for the sake of an example, we're going to have "visitors" in our data, and then we're going to create a new menu tab about the visitor.
You want to know its "name" and then, let's do an "email" field, a quick "email" field there and a "phone number". Then we're going to create an additional form and let's call this appointments. And I'll just create it under the tab "visitors" so that both tables are within the same place.

For appointments, we want to pick a visitor so we drag a look-up field. Notice how I chose the look-up field? then, we're going to name it "visitor" and we're going to select it from the table visitor. And we are going to bring the name of that particular visitor. We can actually add visitors from within this form by selecting the option within that form, we can also sort the visitors on alphabetical order and for now this should be enough.

But let's say that in addition to the visitor, obviously we will want to have a "date" for the appointment but we also need the email of this particular visitor, so that we're able to send him a note or something when we request the appointment. So, for the purpose of this example we're going to limit for the email option only.

And now you have two alternatives. You can either type the email of the visitor every time you create an appointment or we can automatically pull that information from the other table every time you select a visitor. So let's create some examples here. Let's go to visitor form. Then I'm going to input a few examples here. So let's do Joe Blow, email, joeblow@hotmail.com. This actually might be a real email so don't send to anybody, okay. We got Joe Blow, then Sue Blow email, sueblow@gmail.com. And we have a phone number there.Great!!!

Now if we go to the visitor's view there are two records that we just captured. Next we're going to link the information. And this is the objective of this blog/video. So you're going to go to visitor, and you want the system to create an action on your input, so you go to actions on user input, and then you are going to go to script builder form format and the first thing that we need to know &  to do is actually fetch the records. 

And we're going to call those visitors because we are pulling the visitor data from the visitor table into the appointment table....then we're going to select them from visitor's form and we want the name of the visitor to be equal to the visitor input field that you just selected. This is the key to link the information.

This process will pull the information about the visitor that you just selected on form view, and then all we need to do is set a variable name which in this case is going to be the email of the visitor, and we are going to go to collections to get the information about the visitors that we just fetched and assign the email to it.

Visitors email will be our new email name for it. And that's it, we just click "save." Go to the appointments table and every time you select a new visitor the system will automatically populate the email for you. If you go to Sue Blow now, Sue Blow email address appears on there. So I hope this exemplifies the way how you can fetch records from one table to another in Zoho Creator, good luck!

What does Zoho Creator do?

Zoho Creator is a low-code platform that enables businesses and individuals to create custom applications and automate their work processes without the need for coding. Zoho Creator provides a drag-and-drop interface, pre-built templates, and a range of tools and features to help users build custom applications quickly and easily.

Is Zoho Creator worth it?

Whether Zoho Creator is worth it depends on your specific needs and requirements. Zoho Creator is a powerful platform that can help businesses and individuals automate their work processes, streamline their workflow, and save time and resources. If you need a platform to build custom applications, Zoho Creator may be worth it for you.

How much does Zoho Creator cost?

Zoho Creator has a range of pricing options, starting from a free plan with limited features, to a paid plan that starts at $7 per user per month. The exact cost will depend on the number of users, the features and tools you need, and the type of plan you choose. Zoho also offers a custom pricing option for larger organizations with more complex needs.

Is Zoho owned by Google?

No, Zoho is not owned by Google. Zoho is a privately held company based in Chennai, India. It was founded in 1996 and provides a range of online productivity and business applications.

What are the benefits of Zoho Creator?

Zoho Creator provides several benefits, including:
  • Custom application creation without coding
  • Automation of work processes and streamlined workflow
  • Reduced time and resources required for application development
  • Flexibility and scalability to meet changing business needs
  • Integration with other Zoho and third-party applications

Is Zoho hard to learn?

The level of difficulty in learning Zoho will depend on your experience and familiarity with similar platforms and tools. Zoho Creator is designed to be user-friendly, with a drag-and-drop interface and pre-built templates, making it accessible to users with limited technical skills. However, as with any platform, there may be a learning curve for some users, especially for more complex features and tools.

Does Zoho require coding?

No, Zoho Creator does not require coding. The platform provides a drag-and-drop interface and pre-built templates, making it possible to build custom applications without writing any code. However, advanced users with coding skills can also customize and extend their applications using the Zoho Creator scripting language.

Do hackers use Zoho?

Like any online platform, Zoho is vulnerable to hacking and security threats. However, Zoho takes security very seriously and implements a range of measures to protect its users' data and applications, including encryption, secure data centers, and regular security audits. It is important for users to follow best practices for securing their Zoho accounts, such as using strong passwords and enabling two-factor authentication.

Is Zoho completely free?

No, Zoho Creator is not completely free. The platform offers a free plan with limited features, as well as paid plans starting at $7 per user per month. The exact cost will depend on the number of users, the features and tools you need, and the type of plan you choose.

FMRR