Zoho Creator Upcoming Updates — May 2024

Zoho Creator Upcoming Updates — May 2024

Hello all!

We're back after a brief break with our latest monthly post, packed with exciting new features:
  • During actions in Blueprint
  • Widget configuration
  • Subform column freeze
  • Data types in formula fields
  • Maximum character limits
- - - - - - - - - -

During actions in Blueprint

Adding to the customization options available in blueprints, we'll be introducing a new during section that enables the collection of data from the transition owner when performing transitions. Under this new section, you can choose to either update fields or open a form.

Update fields - This enables you to select specific form fields to display during a transition. You also have the option to skip on-edit workflows while updating these fields.

Open a form - This allows you to specify which form should be opened during the transition. This form opens as a pop-up, and only after successful form submission will the transition be completed.
 

 
Business value 
You'll be able to mandate data that needs to be collected from a transition owner while performing a transition and this data entry can also be used to trigger workflows.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 02-Jul-24
Reference: Understand stages and transitions
 
- - - - - - - - - -

Widget configuration

We're thrilled to announce enhanced customization capabilities for widgets in Zoho Creator. With the all-new widget configuration feature, you can have complete control over customizing the components within a widget, specific to an application.

The latest update allows for configuring widget fields in the manifest.json file during the widget creation process. This means you can define variable fields within the widget to accommodate dynamic values and make use of a single widget across multiple applications.

How will it work?
  1. While creating a widget, you can edit the config section in the manifest.json file to name the fields and specify the component type.
  2. When you add the widget to your page, the Widget Configuration menu will slide in from the right, listing out the configurable fields.
 
Use case
Let's assume you have two software applications, an employee management application and an HR management application. It's essential to maintain records on both application dashboards whenever an employee checks in or out of the organization. To streamline this process, a unified widget can be created, and its fields can be configured dynamically using the manifest.json file.

Business value
Widget configuration opens up a world of possibilities for adding a personalized touch to your applications. In addition to its adaptability to various contexts, this feature fosters reusability, allowing the widget to be utilized across multiple applications.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 11-Jul-24
Reference: Understand Widgets
 
- - - - - - - - - -

Subform column freeze 

We'll be rolling out a new enhancement aimed at improving the editing experience within subforms containing a large number of fields. We understand the horizontal scrolling in these subforms can cause a disorienting experience, leading to a loss of focus.

To address this, we've implemented a solution: column freezing. Now, when editing subforms, the first one or two columns will automatically freeze depending on the view port, providing a stable reference point as you navigate through the remaining fields. Typically, the first two fields will be easily identifiable ones, like name and email, and therefore serve as suitable references.

Going forward, this new behavior will become the default setting and be automatically applied to all users.

See how it works

 
Note: This new behavior will be applicable only for forms, embedded forms, and published forms. It won't be available in PWAs or on mobile.
 
Business value 
This behavior change will result in smoother data entry processes, minimized errors, and improved productivity.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 12-Jul-24
Reference: Understand popup subform
 
- - - - - - - - - -

Data types in formula fields

Our formula field is a powerful feature that allows you to automatically generate a value for each record in your form, based on a predefined expression. Now, we're launching a new field type property with two options: single line (supports up to 255 characters) and multi line (supports more than 255 characters).

Going forward, the single line data type will be the default option for newly created formula fields after the rollout. Existing fields will be assigned the multi line option. However, if you switch an existing field to the single line option, only the first 255 characters will be saved.

Note: The new changes will not affect the current behavior of existing formula fields unless their 'field type' property is changed. Henceforth, any newly created formula field with the multi line data type will come with certain limitations, such as that it cannot be searched or used in pages. Therefore, if you need to use the formula field in these instances, we recommend using the single line field.

Where can I find it?
Once the rollout is complete, you'll find the data type option under the field properties of the formula field.


Business value 
The new updates enhance functionality by making it easier to handle and display data, particularly for larger values, expanding the range of use cases.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 02-Jul-24
Reference: Understand formula field
 
- - - - - - - - - - 

Maximum character limits in fields 

Zoho Creator supports a wide range of fields, each designed to collect a specific type of data. While many of these fields come with maximum limits, such as the 255 character limit for the single line field, others, like the rich text field, have no maximum limits.
In our ongoing efforts to standardize character limits and optimize backend performance, we're introducing limits on fields that were previously unrestricted. Going forward, these fields will support up to 64KB(i.e 65,535 characters).

The new limit will be applicable for the Rich Text and Multi line fields.

These limits are scheduled to be implemented by mid-June 2024. We understand that this change may be significant for you, so we're providing ample time for adjustment to the new limit. We request that you update your fields accordingly, to prevent any errors.

Following the rollout, exceeding the maximum limit will result in an error, and you won't be able to proceed with the form submission. Please be aware that this adjustment will also impact rich text automation conducted using the Creator API.
 
Applicable for: C5, C6
Availability: All DCs
 
- - - - - - - - - -
 
And that wraps up this month's updates! If you'd like to receive email notifications when these features are rolled out, just subscribe to our Release Notes page. Please feel free to share your thoughts on these updates in the comment 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

    • Ability to add VAT to Retainer Invoices

      Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices.  It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe!   So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes
    • Time Log Reminder

      Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keep
    • [Early-access] Introducing Zoho's CommandCenter - Cross-Zoho business process automation

        Resources to help Webinar recording | Documentation  Feature Restrictions Currently available on early-access only for US data center accounts Features Role CommandCenter as a Service uses signals across Zoho services to propel the movement of records
    • Tip #58- Accessibility Controls in Zoho Assist: Learning- 'Insider Insights'

      Learning should be clear and interruption-free for everyone. Timely feedback plays an important role in helping users understand actions as they happen, without breaking their focus. In this post, we’ll explore the final section of Accessibility: Learning.
    • ZIA "Generate Content" action doesn't have contexual data from the ticket

      "Generate Content" action doesn't have contexual data from the ticket. I try to get AI to help me with this ticket but it doesn't seem to have any ticket information as context. Although the ticket has a lot of information in it.
    • Zoho Desk - Zoho FSM Integration issue on Mobile and iPad

      Hello Team, I am trying to create a Work Order (WO) using the Zoho FSM integration (Add-on Service) that is integrated with Zoho Desk. The issue is that the integration is not working on mobile devices and iPads. While I am able to create the WO, Request,
    • E-File Form 1099 Directly With the IRS From Zoho Books

      The Form 1099 filing season has begun, and businesses are required to e-file certain forms with the IRS to report payments made to vendors and contractors. If your business made qualifying payments during the year, you must e-file the appropriate Form
    • Can I hide empty Contact fields from view?

      Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be willing to learn to code a button, but I am highly confused about it and thus worried it would be beyond me.  I've looked at a lot of the developer documents and I'm not able to make a lot of sense of them.  Thank you in advance to anyone who knows the
    • Suggestions for showing subscribed Topics in CRM (contact record)

      We have several Topics set up in ZMA. We also have a sync set up between ZMA and CRM. I'd like to display the subscribed topics on the CRM Contact record. This will allow the Sales team (who uses CRM) to see at a glance what topics a Contact is subscribed
    • Replies sometimes creating separate ticket

      Sometimes when a customer responds to an email coming from Zoho Desk, instead of adding a reply to the original ticket, a separate ticket is created. This happens even though the response subject line contained the ticket number, and the person responding
    • Re-hide fields when option is unselected

      Hi all Can anyone help me with this - when I create a 'show' field rule for when a dropdown option is selected, how to I make it so the 'show' option re-hides if that option is no longer selected?
    • Allow Attaching Quartz Recordings to Existing Zoho Support Tickets

      Hi Zoho Team, We would like to request an enhancement to how Zoho Quartz recordings integrate with Zoho Support tickets. Current Behavior: At the moment, each Quartz recording automatically creates a new support ticket. However, in many real-world scenarios:
    • I'm getting this error when I try to link an email to a deal inside the Zohomail Zoho CRM extension.

      When I click "Yes, associate," the system displays an "Oops!! Something went wrong" error message. I have attached a screenshot of the issue for reference.
    • Custom Fields

      There is no way to add a custom field in the "Timesheet" module. Honestly, the ability to add a custom field should be available in every module.
    • 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
    • Translation from Chinese (Simplified) to Chinese (Traditional) is not working. It randomly translated. Google Translate accurately but zoho translate is not working at all

      Hi friends, The newly added language for translation. https://www.zoho.com/deluge/help/ai-tasks/translate.html "zh" - Chinese "zh-CN" - Chinese (Simplified) "zh-TW" - Chinese (Traditional) my original text: 郑这钻 (and it is zh-CN) translated traditional
    • Consultant-Only Booking Page

      Zoho Bookings does not allow for Meeting Type OR Workspace-Wide booking pages to be turned off. This is detrimental to organizations that have territory-based or assigned accounts, because if prospects can go to these booking pages and either select the
    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update
    • Call result pop up on call when call ends

      I’d like to be able to create a pop up that appears after a call has finished that allows me to select the Call Result. I'm using RingCentral. I have seen from a previous, now locked, thread on Zoho Cares that this capability has been implemented, but
    • Custom Sorting based on other columns in table

      I need the ability to apply custom sorting to a text-based dimension in the X axis where the sorting is based on another column in the table. For example, I have a chart report where the X axis is a text label. I would like to be able to sort those text
    • Feature Request: Enable Custom PDF Layout Editor for All Modules (Including Package Slips)

      Hello Zoho Community and Product Team, I am writing to share a suggestion that would significantly enhance the customization capabilities within Zoho Books. We all appreciate the power of the Custom PDF Layouts (the "New" template engine) that allows
    • Is there a way to invoke deluge function from within a widget?

      Hi! I have custom functions in deluge and I was wondering whether there is any way to call this function through a widget? Something like on click of a button inside a widget, run the deluge custom function. Would this be possible?
    • Can a default task Priority be set?

      The "Priority" field in the Task layout does not allow a default to be set. Is there another way of doing it? Because the current default is "None" and the Zoho Kanban board design has selected this field as critical information to surface by including
    • Adding a threshold to a line chart based on date range

      I have a line chart that is tracking a percentage over time. It also has a filter for 50 different clients. I would like to create a threshold that is based on a portion of the date range. As I understand it, this would be done by adding a column to the
    • Resize Signature field dynamically

      On the tablet, it is perfect. But on smaller mobile devices and PCs, both web and application, it is too small for people to sign. Is there any plan to make the signature field size dynamically in the future update?
    • Super Admin Logging in as another User

      How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
    • Zoho Creator Application - New User Not able to access the application

      In Zoho Creator, The newly added user not able to access the " Added Application" - User has received the Invitation Email, but while clicking "confirm Account" in the invitation Email, the following error message has appeared. "Sorry! you cannot accept
    • Deleting Salutation Field

      We have updated our lead input screen and 'Salutation' has appeared. This is not visible in the 'Edit Pgae Layout' screen so cannot be moved to 'List of Removed Fields'  Salutation is visible in the list in 'Customization - Fields' however I can only 'Edit' or 'Replace' I cannot delete and I do not need this field on my lead input screen.  Please can you advise how to get rid of this.  Screen shots can be provided if needed.  Thank you Tasha
    • Auto-Generate & Update Asset Serial Numbers using a custom function (Assets Module)

      Hello Team, I’ve been working on a script to automate one of our processes in Zoho FSM, and the core functionality has been successfully implemented. However, I’m encountering an issue related to serial number allocation, which is not working as expected.
    • Partner with HDFC And Sbi Bank.

      Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.
    • Zoho Mail iOS app update: Access Delegated Mailbox.

      Hello everyone! You can now access the delegated mailbox from within the iOS version of the Zoho Mail app. To access the delegated mailbox: Open the Zoho Mail app. Go on to the 'Email' module. Tap the profile picture. Choose the delegated mailbox Please
    • How to convert Lead's country field from Text to Pick List

      Hi, I would like to change the default country field in ZCRM from text to pick list. It looks like not I can't delete default country field and recreate it as pick list nor can i create an new custom field country because such a label belong to default field. So what do I have to do? Any ideas? L
    • How create a draft via workflow?

      I wish to create a workflow rule for specific emails that creates a draft response - not an automatic email reply, but just a draft with a set response ready to be verified by an agent who can then manually select recipients. Alternatively, the workflow
    • New feature: Invite additional guests for your bookings

      Hello everyone, Greetings from Zoho Bookings! We are happy to announce the much-awaited feature Guest Invite, which enhances your booking experience like never before. This feature allows additional participants to be invited for the bookings to make
    • Improved Contact Sync flow in Google Integration with Zoho CRM

      Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this
    • Image field in custom module

      Hi guy, Is there any hope of adding a custom image field in the custom module? We created a custom module to keep track of assets, and it would be helpful if we could attach an image to the record. Thanks Rudy
    • الخصم على مستوى فاتورة المبيعات

      السلام عليكم ورحمة الله وبركاته مطلوب في إنشاء خصم على مستوى فاتورة المبيعات وليس على مستوى البند أريد معرفة الطريقة؟
    • VAT and Taxes option not available

      Dear ZOHO Team , The VAT and Taxes options in my ZOHO books account not available,I tried to find how to enable or check the way to use this option but unfortunately couldn't find it anywhere ,I'm in UAE ,kindly let me know what to do to solve this issue
    • Default Tagging on API-generated Transactions

      If one assigns tags to an Item or Customer, those tags get auto-populated in each line item of an Invoice or Sales Order when one creates those documents. However, if one creates the Sales Order or Invoice via the API (either directly coding or using
    • Direct Feed (Bank)

      Is Direct feed integration for AlRajhi and ADCB bank supported by Zoho Books in GCC/Saudi
    • Next Page