Upcoming updates - July 2019

Upcoming updates - July 2019

Hello App Creators,

We’re here with another set of updates.

During Jul-2019, the Zoho Creator team will be rolling out the following feature updates:
  • subform.insert() and subform.clear()
  • Zia-powered smart data import during form creation
  • Ability to control rendering of HTML content in Formula field
  • Lookup data from Radio and Drop down fields
  • Setting background images for panels
Here are the links to the recent posts in this series: Apr-2019 updatesMay-June updates. Refer to our changelog for the complete list.

- - - - - - - - - - -

subform.insert()  and  subform.clear()

Yes! It’s here!

We’ll be introducing two Deluge tasks — subform.insert() and subform.clear() — that’ll enable you to dynamically add and manage data in your subforms. You'll be able to address the following scenarios:
  • Insert data into subform as part of the add record Deluge task
  • Dynamically insert rows in the subform when your user's adding or editing data
  • Delete data from subforms
To achieve these, we've introduced the Collection data type, which can hold a list of values or a map. Let's take a look at these scenarios with syntax.

Inserting data into subform when you're adding a record in the main form

The add record Deluge task will now support adding rows in subforms. Syntax:
  1. row1 = <mainForm_linkName>.<subForm_linkName>();
  2. row1.<textField_linkName> = "value1";
  3. row1.<multiSelectField_linkName> = {"value2", "value3"};
  4. row2 = <mainForm_linkName>.<subForm_linkName>();
  5. row2.<textField_linkName> = "value4";
  6. row2.<multiSelectField_linkName> = {"value5", "value6"};
  7. rows = collection();
  8. rows.insert(row1, row2);
  9. rec_id = insert into <mainForm_linkName>
  10. [
  11.     <mainForm_textField_linkName> = "value";
  12.     <subForm_linkName> = rows;
  13. ];

Dynamically insert rows in subform when your user's adding or editing data
  1. row1 = <mainForm_linkName>.<subForm_linkName>();
  2. row1.<textField_linkName> = "value1";
  3. row1.<multiSelectField_linkName> = {"value2", "value3"};
  4. row2 = <mainForm_linkName>.<subForm_linkName>();
  5. row2.<textField_linkName> = "value4";
  6. row2.<multiSelectField_linkName> = {"value5", "value6"};
  7. rows = collection();
  8. rows.insert(row1, row2);
  9. input.<subForm_linkName>.insert(rows);

Delete data from subforms

This is where the clear() task will come in handy. Syntax:
  1. input.<subForm_linkName>.clear();
It'll behave differently based on the type of subform:
  • When you operate the clear() task on a blank/inline subform, it'll delete all the rows in that subform
  • When you operate the clear() task on a subform that itself is a form, it'll just delete the relationship between the main form's record and related subform records. Records in the subform will remain intact.
- - - - - - - - - - -

Zia-powered smart data import during form creation

Applicable to: Zoho Creator 5

Remember the Zia-powered smart data import capabilities that were recently introduced w.r.t. app creation? They’ll now available during form creation as well.

Additionally, the following abilities will be introduced:
  • Edit a cell’s value by double-clicking it
  • Edit identical cells in a column by right-clicking 
  • Enable the No duplicate values property for a column 
  • Enable the Mandatory property for a column
  • Establish relationship with data in existing forms via lookup field
- - - - - - - - -

Ability to control rendering of HTML content in Formula field

We're introducing the Show value in reports as field property for the Formula field. It can be set with the value Plain text or Rich text.

Having the formula field display data as plain text may benefit the performance of displaying its data in reports. How? — Late last year we upgraded our security framework w.r.t. processing HTML and CSS content. This ensures that only valid/allowed tags and attributes are rendered in your apps. Therefore, choosing to display the formula field's data as plain text will let the system skip consulting this white list. Even if HTML tags are present, they'll be treated and displayed as characters.

Note:
  • Existing formula fields will be set to show their data as Rich text.
  • Formula fields that you add after this update will be set to show Plain text. You’ll have to set it to Rich text to have that formula field render HTML tags in reports.
- - - - - - - - -

Lookup data from Radio and Drop down fields

In other words, you’ll be able to include radio and drop down fields as the lookup's Display fields.

- - - - - - - - -

Setting background images for panels

Applicable to: Zoho Creator 5

You’ll be able to upload an image and set it as the background for a panel or a cell in a panel. The panel or cell’s content will appear over (or “in front of”) the image.

- - - - - - - - -

Let us know what you think about these updates.

Best,
Lakshman | Zoho Creator Team

    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • 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


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner









                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                              • Recent Topics

                                                                                                              • Function #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books

                                                                                                                As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimates
                                                                                                              • Write-Off multiple invoices and tax calculation

                                                                                                                Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,
                                                                                                              • Reusable Jira Connection for Multiple Zoho Projects Imports

                                                                                                                Hello Zoho Projects Team, We would like to raise a concern and submit a feature request regarding the Jira → Zoho Projects migration process, specifically around how Jira connections are handled. Current Behavior: When setting up a Jira connection for
                                                                                                              • Zoho invoice doesn't support Arabic language

                                                                                                                I added a clause in the terms & conditions section in Arabic but it doesn't appear when I sent or print it.
                                                                                                              • Recurring Invoice Placeholder Not Updating Billing Period

                                                                                                                Hi, I’m using Zoho Invoice Free and want the billing period to update automatically in recurring invoices. In Item Description I tried: Billing Period: %(m-6)% %(y)% to %(m-1)% %(y)% but even if the invoice date is in 2026, it still shows the period based
                                                                                                              • Work Type - Limitation

                                                                                                                Hello, I'm setting up work types and have noticed, a limitation on the parts area to 10 lines. Can this be increased to 20 or greater? In addition to this, when I attempt to add the work type to a work order, the correct labour hours doesn't flow through.
                                                                                                              • Related list Mobile Device

                                                                                                                Hello, We use an the Zoho creator application to make reports linked to Accounts. On the computer: it's easy to go the Account and see all the created reports in the related list below On iPad/Phone ZOHO CRM APP: we cannot see the reports on those accounts
                                                                                                              • Can't update the company address in zoho invoice

                                                                                                                Dear Sir/Madam, I want to update the company address in Zoho Invoice but failed. It popped out a sentence "Invalid value passed for Website". Please advice how to solve this problem. Thank you.
                                                                                                              • Ensure Consistent Service Delivery with Comprehensive Job Sheets

                                                                                                                We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on
                                                                                                              • Is there a plan to allow for the hierarchical organization of Customers / Companies in Zoho Billing?

                                                                                                                We have a few customers who have organizational structures that we haven't quite found a way to deal with in Zoho Billing. In CRM, these sub-companies (or subsidiaries or whatever you want to call them) all have another CRM account as the parent account.
                                                                                                              • 【Zoho CRM】作業リスト機能リリースのお知らせ

                                                                                                                ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、作業リスト機能リリースのお知らせ情報をご紹介します。 目次 作業リスト機能 概要 機能① 自分の未完了の活動 機能② 処理待ち 機能③ 自分の作業リスト 作業リスト機能 概要 営業チームでは、CRM内に業務やデータが分散しているため、管理が煩雑になりがちです。この断片化は、機会の見逃しや生産性の低下につながります。 作業リスト機能は、タブを横断する業務項目をひとつのカスタマイズ可能なダッシュボードに集約し、業務を効率的に管理できるようにします。
                                                                                                              • Pipeline.Company Name field shows up as numbers! [Bigin Developer Console > Component > URL]

                                                                                                                Hi there, I am setting up to invoke URL to send infromation zoho bigin > zoho forms with company name pre-fill in the form. however when I use : ${Pipelines.Company Name} field it shows up as a string of number instead of words. Help.
                                                                                                              • SalesIQとPageSenseの利用について

                                                                                                                初めての投稿で場違いだったらすいません。 弊社ではSalesIQを運用しているのですが、追加でPageSenseの導入もしたいと現場からの声があります。 両サービスともクッキー同意バナーが必要なサービスなのですが 弊社では同意無しに情報はとりませんという方針なので 2つ入れると2つバナーを出す必要がでてきます・・・ 両サービスを運用されてる方があれば運用状況とか教えてほしいです。 PageSenseについては詳細まで機能を理解してないなかでの質問です。
                                                                                                              • Emails sent through Bigin are not posting in IMAP Sent folder

                                                                                                                I have set up my email to work from within Bigin using IMAP.  I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc.  I want all my emails to populate my email client (outlook & iphone email) whether or
                                                                                                              • Parent-Child Tickets using API or Deluge

                                                                                                                Hi Everyone, We are looking at the parent-child ticketing features in Zoho Desk. We want to be able to create a parent ticket at customer level and nest child tickets underneath. The issue we are facing is to be able to automate this. I'm checking the
                                                                                                              • 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
                                                                                                              • Closing connected ticket after closing WA conversation

                                                                                                                Hi, At the moment, once someone sends a message to our WA number, a corresponding ticket is automatically created. After the question is answered, our support department closes the chat/conversation. However, after that, the connected ticket is still
                                                                                                              • Note sync turn off

                                                                                                                Hi, Is it possible to turn off notes sync between task notes and the parent module? (Account/Deal)
                                                                                                              • Basic Plan Active but Survey Creation Still Limited to 3 Surveys

                                                                                                                I have an active Basic (Monthly) subscription (valid period: Dec 24, 2025 – Jan 24, 2026), but the system still limits survey creation to only 3 surveys, which matches Free plan behavior. The subscription appears active in Portal Information, however
                                                                                                              • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

                                                                                                                Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions
                                                                                                              • Territory Assignment Issues (Lead to Account + Contact)

                                                                                                                1. Lead → Account & Contact Territory Assignment on Conversion A Lead is automatically assigned one or more territories using a workflow and Lead Assignment Rules. This works as expected, and we are able to assign multiple territories to a Lead automatically.
                                                                                                              • 2025 in Review: Powering Field Services Forward—One Feature at a Time

                                                                                                                As 2025 draws to a close, it’s time to pause and reflect on a year of meaningful progress at Zoho FSM. This year was all about listening closely to our customers and partners, building with purpose, and continuously improving the way field service teams
                                                                                                              • Syncing with Google calendar, Tasks and Events

                                                                                                                Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning
                                                                                                              • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

                                                                                                                Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage
                                                                                                              • How to install Widget in inventory module

                                                                                                                Hi, I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?
                                                                                                              • How do I associate pricebooks to a customer?

                                                                                                                I setup a few pricebooks, that worked fine. But now the only thing I can do with it, when I enter a quote or sales order, I can select which pricebook to use, but I have to do this product by product every time I add one. Is there a way to connect a pricebook
                                                                                                              • SQL Table slowed to a crawl

                                                                                                                Hi all - I seem to have noticed an update. Now whenever I am typing in the script field for the SQL tables there is a huge delay and it is all very slow. This has never been the case for me in over 5 years of using Analytics - I really hope it's fixed
                                                                                                              • Good news! Calendar in Zoho CRM gets a face lift

                                                                                                                Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
                                                                                                              • FOLDER DISAPPEARED

                                                                                                                Hello Zoho Community. I recently found a problem with no explanation: a folder in Zoho Analytics just disappeared, but the tables and SQL sentences still existed, the folder was not deleted. The solution for me in this case was to create a new folder,
                                                                                                              • Zoho Tracking Image location

                                                                                                                So we've been having an issue with tracking email opens. Specifically in Gmail. Our emails are not that long either, maybe 4 sections of image/250 characters of text/button per section.  But all my test accounts I used via Gmail we're showing opens. But then come to find out the tracking image is at the very bottom of the email. So If the message is clipped (It always just clips our social icons on the bottom) and the user doesn't click the show more button it never tracks the open.  Looking at other
                                                                                                              • New to automation - please help

                                                                                                                Hi there! We are new to automations in Zoho. We built out one automation campaign and it seems to be firing off for some people but others not. Please advise what's the best practice or if anything we should tweak. Thank you so much!
                                                                                                              • Unable to Create Zoho Booking via the Book Appointment API

                                                                                                                Its giving the below error {     "response": {         "errormessage": "Error setting value for the variable:customer_details\n null",         "status": "Error"     } } Request: POST Url: https://www.zohoapis.in/bookings/v1/json/appointment attached Zoho-oauthtoken
                                                                                                              • Task Details on task template

                                                                                                                When creating a task template in settings that task details seem to be missing. Is it not possible to set the details of a task, such as the priority, type, reminder settings, and custom field values?
                                                                                                              • Building Toppings #3 -Testing and publishing Bigin toppings

                                                                                                                In previous forum posts, we discussed what a Bigin topping is and explored the Bigin Developer Console's features. In this post, we're going to create a topping from scratch and discuss how to test and publish it. Our topping will automate follow-up management
                                                                                                              • markdown files?

                                                                                                                How can I import a markdown file into a note?
                                                                                                              • Mail to Zoho Notebook

                                                                                                                In the Instuctiosn I faound as email add@notebook.app In my account I see add@eu.notebook.app What is correct please
                                                                                                              • Auto-Invite Users to Portals in Zoho CRM based on Conditions

                                                                                                                Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users to
                                                                                                              • Growth You can Count On: Zoho Billing's 2025 Journey

                                                                                                                As we wrap up 2025, we’re reflecting on a year rooted in steady progress and meaningful growth for Zoho Billing. Every enhancement we have introduced was built to support scalable and reliable billing growth for your business. From launching the Enterprise
                                                                                                              • Automating Employee Birthday Notifications in Zoho Cliq

                                                                                                                Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
                                                                                                              • Need help with creating workflow with Bigin and Clickup

                                                                                                                Can you please help me with this? I am trying to create a workflow in Zoho Flow wherein a bigin Pipeline deal moves to Decision Closing, it will create a task and subtasks in Clickup, under the condition/filter that the Deal name contains the word Social
                                                                                                              • Next Page