Zoho Creator Upcoming Updates — March 2024

Zoho Creator Upcoming Updates — March 2024

Hello all!

Zoho Creator remains committed to enhancing your productivity and efficiency, and this month's update reflects that dedication. Here are the improvements coming your way this month!
  • Voluminous data processing using batch workflows
  • Importing Figma designs as widgets
  • Device type Deluge variable
  • Screen Record by Quartz on mobile
  • Image rendering enhancements
- - - - - - - - - -

Voluminous data processing using batch workflows

We're excited to announce the launch of Batch Workflows, a powerful feature to help process large sets of data by splitting them into batches and processing them at off-peak hours, ensuring that the performance of other workflows remains unaffected.
 
Use case
Consider an organization that issues credit cards. They can use batch workflows to generate and send statements on the 1st of every month. Further, they can utilize variables for dynamic calculations, like total bill amounts. Upon successful execution, the monthly statements can then be sent via email.
 
How will it work?
Once the feature has been rolled out, you'll see a Batch Workflows option under the Workflows section.
  1. When creating a new batch workflow, you can choose the form which it should be based on and the event when it should be triggered. It can either be on a specific date and time or upon successful import.
  2. Next, under the Execution Configuration section, you write a Deluge script that is executed for each batch block. You can also choose to split the bulk records into smaller batches of 10, 50, 100, 500, and 1,000 (default).
  3. Then, you'll be shown the Before and After section, where you can specify the actions to be triggered before and after the execution of the above Deluge script.


The batch workflow processes tasks in batches during off-peak hours, such as at the end of the day or overnight, optimizing computing resource utilization. The progress of the workflow can be tracked in the Logs section under Application Settings.
 
Business value
Batch workflows streamline repetitive jobs, automate tasks, and enhance operational efficiency, resulting in increased productivity for your organization.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 15-Apr-24
Reference: Understand Batch Workflows
 
- - - - - - - - - -

Importing Figma designs as widgets

We'll be taking our widgets to the next level by bringing significant enhancements, allowing you to harness the power of Figma to create more visually appealing widgets. As of now, you can only create widgets by providing a .zip file containing HTML. However, in an upcoming update, you'll have the option to import directly from Figma by providing the Figma frame link and Figma access token.
 
Additionally, in order to make the widgets interactive, we've also introduced a range of syntaxes, like text elements, rating fields, range sliders, tabs, and more. These can used while designing your widgets in Figma. For example, the syntax "zc_input?linkname=<fieldlinkname>" can be used to render the text element as an input box.
 
For more information, visit our Zoho Creator - Widgets Kit help doc.
 
How does it work?
  1. While creating a widget you'll see a new option: Import from Figma.

  2. Then just provide the required information about your Figma design. 

 
Business value
This empowers you to unleash your creativity by leveraging Figma to build attractive and engaging designs and then seamlessly import them as widgets.
 
Applicable for: C5, C6
Availability: All DCs
Reference: Create a widget from Figma
 
- - - - - - - - - -

Screen Record by Quartz on mobile

Screen Record powered by Quartz is a feature that facilitates screen recording of issues and communication with our support team. With help from the detailed diagnostics it provides, our support team has been able to effectively reduce overall ticket turnaround time. We're delighted to announce that we'll also be rolling out the Screen Record feature to our iOS and Android apps too!
 
How will it work?
We plan on introducing a new section called Support under the Settings pane of the mobile apps, with two options: Support & Feedback and Screen Record.

 
From there, the process is nearly the same as for the web version. You can record the issue, add annotations, mask sensitive information, and much more.
 
Business value
Building on the success of Screen Record in enhancing the support experience on the web, we aim to achieve the same with our mobile apps too.
 
Applicable for: iOS and Android
Availability: All DCs
 
- - - - - - - - - -

Device type Deluge variable

We'll be introducing a new device type Deluge variable, capable of detecting device types—be it mobile, tablet, or website. Based on the value returned by this variable, you can customize Creator for different devices and open up numerous opportunities, specifically ZML page design and report criteria adjustments. For example, you'll be able to hide specific fields on mobile or tablet devices, to prevent UI breakage from lengthy fields.
 
Syntax
info zoho.device.type; //returns  'web' or 'phone' or 'tablet'

Use case
Consider a customer support application built on Creator. Leveraging the device type variable, the system can identify the user's access device—be it a web browser, mobile phone, or tablet. For example, for users accessing the app via a web browser, notifications can be directed through email, while those using mobile or tablet devices can receive notifications via SMS.
 
Business value
This Deluge function offers you the flexibility to further customize Creator for different device types, tailoring its functionality to cater to each specific device.
 
Applicable for: C5,C6
Availability: All DCs
Released on: 22-Apr-24
Reference: System Variables
 
- - - - - - - - - -

Image rendering enhancements

We'll soon be coming out with backend enhancements aimed at refining the rendering of uploaded images. Currently, image compression takes place synchronously during uploads. However, we're transitioning this process to an asynchronous method to bolster performance and efficiency.
 
Who does it benefit?
This enhancement will be highly useful for users who access different qualities of uploaded images via Deluge script.
 
Advantages
  • More supported formats: Deluge URLs will now offer three different quality options (low, medium, and download qualities) for additional image formats, such as tif, tiff, bmp, psd, webp, heic, gif, and svg, along with the currently supported jpeg and png formats. 
  • Improved image previews: Users can now access different quality levels for images uploaded via web, as well as via APIs and mobile apps. The image previews will also be noticeably better, and this reduces report loading time.
  • Faster uploads: The transition to asynchronous compression facilitates faster image uploads, ensuring swift execution of the Add Record action.
Note:
  • These compressed copies are different from the Image Compression property, in which the original file will be compressed. Learn more
  • Due to this switch to asynchronous workflows, the compressed quality images will be accessed only upon the completion of the process. Till then, images available from on-success scripts will return in original quality.
Business value
These enhancements bring you improved format support, enhanced image previews, and faster uploads, with the aim of providing you with a smoother experience while working with Creator.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 28-Mar-24
Reference: Understand image field
 
- - - - - - - - - -
 
That wraps up this month's updates. Don't forget to subscribe to our Release Notes to receive email notifications when these features are rolled out—and feel free to share your thoughts on these updates in the comments section below.
 
Regards,
The Zoho Creator Team

    • Sticky Posts

    • Introducing Zoho Creator's 2025 Release Projection 2

      Hello Creators! I'm Prakash, from the Creator product management team, and today I'm delighted to unveil our next set of features as part of Release Projection 2 for 2025. With thoughtful analysis and planning, we've curated powerful new capabilities
    • Zoho Creator - 2023 Release Projection 1

      Hello everyone! A very Happy New Year to you and your family. Hope you're all good and having a great time using Zoho Creator to make your lives easier and your businesses prosper. 2022 was an action-packed year for us at Creator, and we hope to continue
    • Zoho Creator User Group meetups in a city near you! - Oct - Nov, 2023

      Greetings from the Zoho Creator team! We're hosting a series of Zoho Creator meetups in various cities across the globe, and we'd love to meet you there! Our meetups are a great opportunity to network with industry peers, exchange ideas and best practices,
    • Zoho Creator - 2023 Release Projection 2

      Hello everyone! Time truly flies when you're having an incredible journey, and today we mark the completion of an eventful and action-packed six months. It feels like just yesterday when we embarked on this adventure together with the launch of our new
    • Upcoming Updates - August 2022

      Hi all, Greetings from the Zoho Creator team! Today we've got news for you on some exciting updates. And rest assured— there’s more to come! In this post, we'll be going over the upcoming features and improvements for this month as mentioned below. A
    • Recent Topics

    • adding several team members to an Opportunity

      How can we add several team members to one opportunity for collaboration? I have researched and only found something called Deal Team which I cannot find in my CRM to configure.
    • PDF Annotation is here - Mark Up PDFs Your Way!

      Reviewing PDFs just got a whole lot easier. You can now annotate PDFs directly in Zoho Notebook. Highlight important sections, add text, insert images, apply watermarks, and mark up documents in detail without leaving your notes. No app switching. No
    • Bulk update Profile Permissions

      Dears, What should we do if we add new forms or reports and need to update more than 20 permissions? Updating them one by one feels pretty harsh, doesn’t it?
    • Filter in fields from Jira extension

      We have installed the Jira extension so we can maken Jira issues from Zoho desk. In Zoho desk I can also see the Jira issue status for example but I can not filter on this field. I would like to setup an filter showing me the closed Jira issues. How can
    • text length in list report mobile/tablet

      Is there a way to make the full text of a text field appear in the list report on mobile and tablet? With custom layouts, the text is always truncated after a certain number of characters.
    • Zoho Creator customer portal limitation | Zoho One

      I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)
    • Link Contacts to Billed Accounts

      Hello, I want to do a survey on all my customers of 2025. For that I want to select all contacts linked to accounts who where billed in 2025. How to I create this link to I can then use Zoho Survey with this database of contacts?
    • Export all of our manuals from Zoho Learn in one go

      Hi, I know there's a way to export manuals in Zoho Learn, but I want to export everything in one go so it won't take so long. I can't see a way to do this, can I get some assistance or is this a feature in the pipeline? Thanks, Hannah
    • Historical Sales Info - Blend with Finance Invoice Line Items, Access in CRM and Desk

      My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usually
    • Pre-Zoho Sales Info - Best Way to Add to Desk / CRM

      My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usually
    • CRM function REST API response format

      Is there a way to control the JSON response returned by the CRM function REST API? If I call a function using either OAuth or an API key it returns a 200 OK response with a string in the format shown below. I am using a particular feature of an external
    • Using MPN across multiple SKUs and inventory tracking

      I have several different SKU's that share a common MPN and would like to track inventory by MPN. SKU1 has MPN1 assigned SKU2 has MPN1 assigned Here is an example If I start with 5 of MPN 1 in stock I want each SKU1 and SKU2 to show as 5 in stock, If I
    • Unable to Access Application:

      Whenever I try to access my application from the desktop, say I am editing it and want to test something in the desktop environment I get: An error has occurred. An internal error has occurred. Please check the URL , or try refreshing the page I can edit
    • Cannot see Application from Lookup field

      Hi all, I am trying to access data for an application on our account via a lookup field; however, the application doesn't appear in the dropdown at all. Can anyone shed any light on this, please? I have asked Zoho support; however, they're just as confused,
    • Cannot see correct DNS config for mail after moving domain to another provider

      I have moved my domain from one provider to another and after that zoho mail stopped working (expected). Problem is, zoho mail admin panel still shows (10 hours after move) that all records are correct while I haven't changed anything in my domain DNS
    • Zoho CRM Meetings Module Issues

      We have a use-case that is very common in today's world, but won't work in Zoho CRM. We have an SDR (Sales Development Rep) who makes many calls per day to Leads and Contacts, and schedules meetings for our primary Sales Reps. He does this by logging
    • Zoho Books integration sync from Zoho CRM does not work

      Hi Zoho Community & Zoho Support We just tried to get a sync some products into Zoho Books from CRM using the native sync and we're getting an error: "It looks like some mandatory fields you're trying to map are empty. Please provide valid field names
    • P & L Sub-categorized accounts

      How can I show sub-categorized Income and Expense accounts on the P & L report?
    • Report showing Bill Details with Project and Sales Invoice Number

      Hi There, I am hoping that someone can help, I am looking for report that can show the bill and expense details along with project its as assigned to and the invoice number that the sales has been raised in. The goal is I can filter a customer/project
    • Advanced Payment for Inventory Items with serial numbers

      Hello, We sell equipment that we track the unique serial numbers on using Sales Orders. We can charge the customers an advanced payment, then the balance on delivery. We cannot figure out a way to do this in Books/Inventory: - Cannot part invoice a SO
    • Is it possible to restrict ZCRM user to see only custom views created by administrator

      I have segmented data in my CRM and I want to allow different users to be able to see only parts of it based on some criteria. I've tried to create and share a custom view, but then there is always an option for user to see all open lead for example.
    • Issues Logging into ZOHO

      Hello, one of my coworkers is having issues logging into ZOHO, she has requested a code when entering and the email is correct but she has not received the code. can you help us with this?
    • Google Fonts Integration in Pagesense Popup Editor

      Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts
    • Add Popup Rejection Metrics to Reports

      Hello Zoho PageSense Team, We would like to request improved reporting for popup interactions. Current Limitation: PageSense currently provides conversion data, but there is no clear visibility into: Popup rejections Popup closes (✕ button clicks) Dismissals
    • Ability to Reset / Reinitialize Popup Cookies

      Hello Zoho PageSense Team, We would like to request the ability to manually reset popup cookies. Current Limitation: At the moment, it is not possible to initiate a new popup cookie from the our side. Visitors who rejected or closed a popup will not see
    • Control Popup Cookie Expiration Duration

      Hello Zoho PageSense Team, We would like to request an enhancement related to popup cookie management. Current Limitation: Currently, PageSense popup cookies remain active for 365 days, and this duration cannot be modified by us. If a visitor closes or
    • Clone / Export Popup Design Across PageSense Projects

      Hello Zoho PageSense Team, We hope you’re doing well. We would like to request an enhancement that allows popup designs to be reused across different PageSense projects. Problem Statement: Currently, Zoho PageSense allows popups to be duplicated only
    • Are there settings for hyperlinks?

      Clicking a hyperlinked cell in Sheet creates this little pop-up with the actual hyperlink inside. Is it possible to have a 1-click link where if you click the cell it opens the link directly with no pop-up?
    • Automatically include all ticket attachments in the ticket resolution email

      Hello Zoho Community, We are implementing Zoho Desk in a real customer-facing production environment and have run into a limitation that is becoming a blocking requirement for our clients. The problem When a ticket is closed or resolved, Zoho Desk sends
    • Finding text within a ticket: Expand All or Search this Ticket

      The auto-collapse feature within a ticket is nice for screen scrolling, however it makes it difficult to find text within the ticket if the email is collapsed. In fact you cannot find text if it is collapsed. I would like to propose a feature that allows
    • Books & Desk. Client mapping

      Hi, I’ve been using Zoho Books for several years and am now looking to improve my customer service. I'm experimenting with Zoho Desk and want to sync and map my client data from Zoho Books. However, it seems that mapping requires both contacts to have
    • String handling

      If I cut a currency string from a quote and try and paste it into the Deal "Amount", it will fail unless I manually delete any commas. Dollar signs are no problem, but comma's seem to fail. Please correct this Input Validation error.
    • Feature Request - Allow Customers To Pick Meeting Duration

      Hi Bookings Team, It would be great if there was an option to allow customers to pick a duration based on a max and minimum amount of time defined by me and in increments defined by me. For example, I have some slots which are available for customers
    • YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.

      YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.
    • Feature Request - A Way To Search Item Groups

      Hi Inventory Team, I can't find any way to filter or search by fields of Item Groups. It would be great to see that functionality added. I have a use case where a single product might come from 5 or more suppliers and each supplier's item is an Item in
    • Feature Reqeust - Include MPN In Selectable FIelds

      I have noticed that the MPN is not available to show in the list view of Items. Please consider adding it as EAN, UPC and ISBN are all available, so it doesn't make much sense to exclude this similar option. Thanks for considering my feedback.
    • Feature Request - Option To Hide Default System Fields on Items

      Hi Zoho Inventory Team, As far as I know it is not possible to hid some of the defult system fields on Items, such as UPC, MPN, EAN, ISBN. A good use case is that in many cases ISBN is not relevant and it would be an improved user experience if we could
    • Making an email campaign into a Template

      I used a Zoho Campaign Template to create an email. Now I want to use this email and make it a new template, but this seems to be not possible. Am I missing something?
    • Campaigns does not work!

      I am running into so many problems trying to use Zoho Campaigns, that I am seriously considering dropping the app from my (shrinking) list of Zoho applications I actually use. Apart from having to fight the software trying to create a design and email,
    • Feature Request - Make Available "Alias Name" Field In Item List View

      Hi Zoho Inventory Team, I have noticed that the "Alias Name" field does not appear on the list of selectable columns in the Customise Columns feature in the Items module. This would be very useful to see for businesses who are using the Alias Name field
    • Next Page