Creating a Simple Database with Zoho Creator

Creating a Simple

Database with Zoho

Creator

© 2014 Genevieve Morales - Your Dedicated Virtual Assistant 1

Signing Up for Zoho Account


Go to www.zoho.com


Enter your Name


Enter your Email Address


Click on Create Account


Creating an Application by

Importing an Excel File


To successfully upload an

existing excel file to zoho,


let’s first edit it to have a

simple format.


Open your excel file


Remove existing formats and

merged cells


Save the file in CSV format


Go back to Zoho and click on

Import File


Click on Browse


Select the CSV file to upload


Assign the correct field type for

each column



Click Finish when Done

Zoho just created a form for your

database application


To edit form title, go to Edit

Application


Edit Form Title here


And Form Link Name here


Click on Access this appication


Click here to view the Report


Hover your mouse here and click

Edit


Click here to Edit Display Name


Enter new Display Name


Click Access this application



The Display Name is now changed.


To edit or change Application

Name,

Go to Home


Click on Settings


Change Application Name here


To edit or change Section Name,


Go to Home


Click Settings


Go to Sections


Click on Edit


Edit Section Name here


Click Save


Click on Access this Application


Section Name successfully

changed


Field Editing and

Customization


Go back to the form by clicking

here


Click on Edit Application


Click on Brandnew Amnt


Click on the drop down menu under

Currency Type


Select Philippine Peso


Do the same for all other Currency

Fields


Drag and Drop Drop Down Field to

add a Field for Payment Status


Change Field name to Payment

Status


Enter Choices here


You can add or remove choices by

clicking on + and - button


Let’s do the same for Batch No.

field


Click Access this application


This is how the field looks like in

the form


Click on Sales Reports


Notice the currency field was

already changed to Php


Conducting a Record Search


Click Search


Enter invoice number here


Click on the drop down menu to

select on a condition


Select Condition


Click Search



Data Editing

Hover your mouse over the data

you want to edit


Select and click Edit


Edit the record in the form


Scroll down and click Update


You can also do a Bulk Edit.


Click Search


Go to Payment Status column and

select Is Empty condition


Click here to select All


Click Bulk Edit


Click on the drop down menu to

select the column to edit


Select Payment Status


Select Unpaid


Click Apply


Press OK



All empty fields under Payment

Status are now changed to UNPAID

Sharing an application

with another USER.


On the home screen, select the

application you want to share


Click Share


Click on the component you want

to share.


Enter email address of the person

you want to share it to


Click Share Now


Click OK


Sign In on user account


Click on the shared application


Unsharing the Application


Click Share


Click on the component you want

to unshare


Hover the mouse over the user


Click X


Creating a Simple Database with Zoho Creator

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