As detailed in
this community discussion, Zoho Creator's
zc_LoadIn parameter is a vital tool for opening components (forms, reports, or pages) in modal dialogs via HTML snippets, Notes, or Rich Text Fields. While powerful, this feature suffers from a critical deficiency when applied to Report components.
The Problem
Per the
official zc_LoadIn documentation, developers can invoke a popup dialog using the standard URL parameter:
// Standard usage in HTML Snippets or Rich Text
<a href="https://creator.zoho.com/yourapp/report-name?zc_LoadIn=dialog">Open Report</a>
// Usage with Forms and Pages (currently functional)
<a href="https://creator.zoho.com/yourapp/form-name?zc_LoadIn=dialog">Open Form</a>
<a href="https://creator.zoho.com/yourapp/page-name?zc_LoadIn=dialog">Open Page</a>
The critical flaw is the inability to define popup dimensions for Reports. The dialog enforces a fixed, immutable width and height. This static sizing ignores the content's actual layout, resulting in a broken user experience for data-rich views:
| Report Scenario |
Technical Conflict |
UX Impact |
| Multi-Column (Wide) Reports |
Viewport is narrower than the data grid |
✗ Horizontal scrollbars obscure key metrics |
| High-Volume Vertical Data |
Viewport height is insufficient for pagination |
✗ Excessive vertical scrolling required |
| Drill-Down Actions |
Opening a Detail View inherits the restricted parent frame size |
✗ Record details are cramped and unreadable |
Observation: Forms opened via zc_LoadIn generally adapt well to the default modal size. This issue specifically targets Reports, where data density and layout requirements vary drastically between use cases.
Current Workarounds (and why they fail)
Due to the lack of native dimension parameters, developers are forced to rely on suboptimal implementation strategies:
| Strategy |
Implementation |
Drawbacks |
Verdict |
| Abandon Popup Mode |
Open reports in a standard new browser tab/window |
- Breaks the application flow
- Increases browser tab clutter
- User loses context of the parent page
|
✗ Degrades User Experience |
| Layout Compromise |
Remove columns to fit the fixed modal width |
- Reduces data visibility
- Hides critical business intelligence
- Artificial limitation on report design
|
✗ Sacrifices Data Value |
| Iframe Injection |
Use zc_LoadIn=iframe instead of dialog |
- Loses the "overlay" modal behavior
- Still lacks native dynamic resizing
|
⚠ Inconsistent Behavior |
| HTML Page Recreation |
Rebuild the report using HTML/Deluge on a Page |
- High development overhead
- Loss of native features (Search, Filter)
- Creates technical debt and maintenance drag
- Styling must be manually maintained
|
✗ Inefficient & Costly |
Proposed Solution
Feature Request:
We request the addition of optional parameters to the zc_LoadIn syntax that allow developers to define the modal's viewport size:
// Proposed Syntax 1: Pixel-based definitions
<a href="...?zc_LoadIn=dialog&zc_DialogWidth=1200px&zc_DialogHeight=800px">
View Report
</a>
// Proposed Syntax 2: Percentage-based definitions (Responsive)
<a href="...?zc_LoadIn=dialog&zc_DialogWidth=90%&zc_DialogHeight=90%">
View Report
</a>
// Proposed Syntax 3: Preset Classes
<a href="...?zc_LoadIn=dialog&zc_DialogSize=maximized">
View Report
</a>
// Options: small, medium, large, full-width
Alternative Logic: If URL parameters are not feasible, please allow developers to configure the "Default Popup Dimensions" within the Report Properties menu in the builder interface.
Business Impact
The inability to size popups negatively impacts critical workflows:
- Embedded Related Lists: Viewing "Related Transactions" is impossible without horizontal scrolling.
- Audit Trails: History logs with timestamp/user/action columns get cut off.
- Cross-Functional Reports: Tables joining data from multiple modules become unreadable.
- Approval Dashboards: Managers cannot see all decision-relevant columns in the review popup.
- Client Portals: External users are presented with a cramped, unprofessional interface.
Developer Consequence: We are forced to choose between a clean UI (no popups) or a streamlined workflow (popups with bad UI). This is a choice we should not have to make in a low-code enterprise platform.
Request to Zoho Product Management
Can this enhancement be prioritized for the upcoming release roadmap?
The zc_LoadIn feature is a fantastic concept, but the fixed-dimension constraint renders it nearly unusable for complex reporting needs.
Currently, the developer experience is split:
1. Use zc_LoadIn
Result: Fast workflow, but broken/cramped UI.
|
2. Avoid zc_LoadIn
Result: Clean UI, but disjointed/slow workflow.
|
This creates a friction point in otherwise polished applications.
Summary Request: Enable zc_DialogWidth and zc_DialogHeight (supporting px and %) to provide developers full control over the modal viewport.
Community Feedback: If you are struggling with fixed-size report popups, please comment below with your use case to help the Zoho team understand the scope of this requirement.
Recent Topics
Tracking Emails sent through Outlook
All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But
Whats that
Price?
Crossbeam
Does anyone use Crossbeam with their Zoho CRM? I'm looking for a way to import Crossbeam partner leads into Zoho CRM. If so: - What's your experience been like? - Are you able to automatically import Crossbeam leads > Zoho CRM? How? - What doesn't work
The same Contact associated to multiple Companies - Deals
Hi, I would like to know if there is an option to associate the same contact with multiple companies (two or more) deals, using the same contact details for all. This is because we have contacts who are linked to different companies or branches of the
How to Print the Data Model Zoho CRM
I have created the data model in Zoho CRM and I want the ability to Print this. How do we do this please? I want the diagram exported to a PDF. There doesnt appear to be an option to do this. Thanks Andrew
Convert invoice from zoho to xml with all details
How to convert an Invoice to XML format with all details
Portals-Adjust Column Sizes
I am trying to adjust the column widths in Portals tabs. Columns that don't need to be wide are wide and longer ones are very short. I thought adding more to the digits box in Edit would widen them, but it doesn't. Anyone know how to adjust these?
Add link/button to open approved record from approval list and detail views?
Hi, How do I allow users to click on an approval record and open that submission? For example, userA submits a quotation then userB approves/rejects. They both can see the quotation on "completed task" list & detail views, but there's no way for them
record submitted from creator and invoice is creating in books , but the workflow of books is not tiggering on create of record in books
record submitted from creator and invoice is creating in books , but the workflow of books is not tiggering on create of record in books headermap = Map(); headermap.put("X-ZOHO-Execute-CustomFunction","true"); response_inv = invokeurl [ url :"https://www.zohoapis.com/books/v3/invoices/fromsalesorder?salesorder_id="
Prevent editing of a record after getting approved/rejectedr
Hi, I'd like to block any user from editing a record after it was approved or rejected, how can I do that?
Formula Field/Campo de Fórmula
Hello everyone, I have a purchase requisition form in which each department submits a request, and the request is automatically routed to the person responsible for that department. In this form, I have several fields with the following link names: Quantidade1,
Free Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures
Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. Join
Formatting Problem | Export to Zoho Sheet View
When I export data to Zoho Sheet View, ID columns are automatically formatted as scientific notation. Reformatting them to text changes the actual ID values. For example, 6557000335603071 becomes 6557000335603070. I have attached screenshots showing this
Introducing Workqueue: your all-in-one view to manage daily work
Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales
Feature Request - The Ability to Link A Customer with a Vendor
Hi Finance Suite Team, Many businesses buy and sell products from the same companies or individuals. For example, a car sales business may buy a car from a member of the public, and that member of the public may also buy a new car from us. This makes
Long table name (sync from Zoho Creator)
Dears, How can I remove the suffix in parentheses? These tables are synced from Zoho Creator and are treated as system tables, so their names cannot be changed. This issue makes the aggregation formulas look awful.
[Free Webinar] Learning Table Series - Streamlining incident management process with Zoho Creator
Hello everyone, We’re excited to invite you to another edition of the Learning Table Series webinar. As you may already know, we've moved to a purpose-based approach in the Learning Table Series this year. Each session now focuses on how a Zoho Creator
Unattended - Silent
How can I hide the tray icon / pop up window during unattended remote access for silent unattended remote access?
Importing into Multiselect Picklist
Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,
Text snippet
There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that
Marketing Tip #18: Make your online store mobile-friendly to improve traffic
Most online shoppers browse on their phones first. If your store is hard to read, slow to load, or tricky to navigate on mobile, they’ll bounce fast. A mobile-friendly store doesn’t just look nice; it improves engagement, reduces drop-offs, and helps
[Need help] Form closed. Please contact your form administrator for further assistance.
https://forms.zohopublic.com/cceinfoifly1/form/CCE2025CCEFocusGroupRegistrationForm2025Fall/formperma/s_8XcLETTbFxZ_TAS4r_W6W5UBl8o5oxEnIX35IBKg4 I checked we didn't exceed the usage limit and form availability is enabled, Please help us enable this form
Zoho People. Updating TabularData
I am trying to update tabular data in the record. I always have the same response. I have checked many times. Section ID is correct. May be something wrong with request structure itself. Can someone help me. Body content type: form urlencoded query params
Automatically CC an address using Zoho CRM Email Templates
Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our
Unable to Send Different Email Templates for Different Documents in Zoho Sign
Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer
Introducing real-time document commenting and collaboration in Zoho Sign
Hi, there! We are delighted to introduce Document commenting, a feature that helps you communicate with your recipients more efficiently for a streamlined document signing process. Some key benefits include: Collaborate with your recipients easily without
Customer ticket creation via Microsoft Teams
Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within
Is there a way to update all the start and end dates of tasks of a project after a calendar change?
Hi! Here's my situation. I've built a complete project planning. All its tasks have start dates and due dates. After completing the planning, I've realized that the project calendar was not the right one. So I changed the project calendar. I now have
How to update task start date when project start date changes?
Hi there, When the start date of a project changes, it's important to update the start dates of the tasks associated with that project to reflect the new timeline. Is there a way to shift the start date of all project tasks when the start date of a project
Issue with Picklist Dropdown Not Opening on Mobile
Hello I am experiencing an issue with picklist values on mobile. While the arrow is visible, the dropdown to scroll through the available values often does not open. This issue occurs sporadically, it has worked occasionally, but it is very rare and quite
using the client script based on the look up filed i wnat to fetch the record details like service number , service rate
based on selected service look up field iwant to fetch the service serial number in the serice form how i achive using client script also how i get the current date in the date field in the on load of the form
Zoho Books/Square integration, using 2 Square 'locations' with new Books 'locations'?
Hello! I saw some old threads about this but wasn't sure if there were any updates. Is there a way to integrate the Square locations feature with the Books locations feature? As in, transactions from separate Books locations go to separate Square locations
Zoho Commerce - How To Change Blog Published Date and Author
Hi Commerce Team, I'm discussing a project with a client who wants to move from Woo Commerce / Wordpress to Zoho Commerce. They have around 620 blog posts which will need to be migrated. I am now aware of the blog import feature and I have run some tests.
Does zoho inventory need Enterprise or Premium subsrciption to make Widgets.
We have Zoho One Enterprise and yet we can't create widgets on inventory.
Writing by Hand in "Write" Notes
Hi there! I just downloaded this app a few moments ago, and I was wondering if there was a way to write things by hand in "Write" mode instead of just typing in the keyboard. It would make things a bit more efficient for me in this moment. Thanks!
Remove the “One Migration Per User” Limitation in Zoho WorkDrive
Hi Zoho WorkDrive Team, Hope you are doing well. We would like to raise a critical feature request regarding the Google Drive → Zoho WorkDrive migration process. Current Limitation: Zoho WorkDrive currently enforces a hard limitation: A Zoho WorkDrive
Check & Unchecked Task Segregation in Export
It must have a feature to represent checked and unchecked tasks as [ ] and [✅] respectively when exporting it to Arratai or WhatsApp ; as Keep Notes by Google contains…
Handling Agent Transfer from Marketing Automation Journey to SalesIQ WhatsApp
We are currently using Marketing Automation for WhatsApp marketing, and the features are great so far We have a scenario where, during a campaign or journey, we give customers an option to chat with our sales team. For this, we are using SalesIQ WhatsApp
Comment to DM Automation
Comment to DM automation feature in Zoho Marketing Automation, similar to what tools like ManyChat offer. Use case: When a user comments on a social media post (Instagram / Facebook), the system should automatically: Send a private DM to the user Capture
ZMA shows as already connected to Zoho CRM, but integration not working
When I try to connect ZMA with Zoho CRM, it shows as already connected, but the integration doesn’t seem to be working. I’ve attached the screen recording for reference.
Next Page