Upcoming updates - Mar 2019 - part 1
Hello App Creators,
In the coming days of March, 2019, the Zoho Creator team will be rolling out the following feature updates:
- Zia-powered smart data import
- Auto-refresh of related elements in pages
- Ability to drill down data points in pivot charts
-
Application of field-level permissions when viewing related data
-
Domain restriction
- - - - - -
Zia-powered smart data import
Applicable to : Zoho Creator 5
This improvement will bring you:
- Data cleansing capabilities powered by Zia — Zoho's AI assistant for business
- Support for importing subform, name, and address data
- An import interface that enables a spreadsheet app-like experience
Note: These improvements will be available during app creation and not when you create a form by importing a file.
Zia-powered data cleansing capabilities
Before you upload your file and create an app, it's a best practice to tweak the data in it so that it fits the model of tables in a relational database. To assist here, the new Zia-powered import interface will enable you to:
- Filter the data in a sheet. Only the filtered data will be imported into the application.
- Find & Replace data
- Perform data-cleansing operations in the sheets, which are grouped under the Refine Data option:
- Fix inconsistent spellings
- Fix missing values
- Split the data in a column into two by defining their delimiter
- Merge columns
- Explore the frequency distribution of values in a column
Importing subform data
Before you upload your file, you'll have to ensure that the main or parent form data and subform data are in separate sheets.
In the import interface, checking a sheet's Make it as subform checkbox is how you'll define that it contains subform data. Upon doing so, you'll have to:
- Select the sheet that contains its parent data. This'll become the parent or main form after the import operation. Let's call this the "parent sheet".
- Select the column in the "parent sheet" that identifies each row uniquely.
- Select the column that's the parent row identifier in the current sheet (which you're marking as subform)
Importing name and address data
You'll be able to map the Name or Address field to a column via its Field type option.
Name/address data can be present in a single column or span multiple columns. When it spans multiple columns, you'll be able to map the name subfields (Prefix, First Name, Last Name, Suffix) and address subfields (Address Line 1, Address Line 2, etc.) to the respective columns in the sheet.
Spreadsheet app-like import interface
Currently upon importing, the sheets in your file are displayed as collapsible sections that show you a preview of the data in them. They'll now be displayed as tabs — like sheets in a spreadsheet. In addition to the existing abilities of renaming and selecting/deselecting sheets, you'll be able to:
- View the data in all the rows in the sheets
- Sort the data in your sheets. (This sorting won't be applied in the app you create. It's only to let you view the data in the required order.)
- Delete rows
- Undo and redo actions
- - - - - -
Auto-refresh of related elements in pages
Applicable to : Zoho Creator 5
A common usage of pages is to build Dashboards that display key performance indices (KPIs). A common requirement in business and productivity apps is for the dashboards to show the latest data. This was so far being achieved via workflows by reloading the page after a record was created, updated, and deleted.
We've stepped up in this regard — page elements corresponding to an embedded form will automatically be refreshed when your users create, update, and delete records in that form. Things to note:
- The elements that will be refreshed are panels, charts, reports (except pivot reports)
- The create, update, and delete operations must happen from the same window. Opening the form (from the page) in a pop-up or new window will not auto-refresh the related elements in that page.
- - - - - -
Ability to drill down data points in pivot charts
The ability to drill down data points in pivot charts enables users to visualize the underlying data points as a new chart. We'll be adding this ability to the View underlying data property of pivot charts:
- This property will be renamed as View underlying data and drill down
- Upon checking this, your users will additionally see the Drill Down option, clicking which will enable them to visualize the underlying data points as a new chart
- - - - - -
Application of field-level permissions when viewing related data
Currently field-level permissions aren't strictly enforced when users view related data — data fetched via lookup and subform. After this is fixed:
- In the quick view of a report, users will be able to view only those related fields that they have permission for
- In the detail view of a report, users will be able to view a related data block only when they have permission to view data in the corresponding form. Also, they'll be able to view only those fields of the related form that they have permission for.
- - - - - -
Domain restriction
Applicable to : All
Enterprise-grade applications, especially those that handle and store sensitive data, face a variety of threats. It therefore becomes essential to ensure that an email address from an external domain does not even get added as a User or Developer in such applications.
Welcome Domain Restriction. This feature will ensure the above said. Things to note:
- Domain restriction will be available at the app level
- You'll be able to enable this only when your Zoho account is based on your own domain
- - - - - -
We hope you found this post informative. Let us know what you think about these updates by commenting below.
Best,
Lakshman | Zoho Creator
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Lakshman G
BenoitGD
Lucian
Damien Cregan
Steve Shepherd - 100rails
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 capabilitiesZoho 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 continueZoho 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 newUpcoming 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
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Notebook on Mac: Fuzzy fonts in list view
Hi, I am running Notebook on Mac OS 26. Generally it works fine, and the font display in the notes themselves is crisp. However, in the notes list (left of the open note) the font of the note titles as well as first lines is noticeable fuzzy. AttachedAdding a Mark Up
Can you use the discount column to be a mar up column on estimates and invoices?URGENT. Recovering email without eArchive
Hello, I have deleted some email from my trash but do not have eArchive. Is it possible to recovery without this? many thanks!Subscription Statuses - Dunning
How are other companies handling the scenario when customers don't pay and dunning takes over? Our issue is that in my situations, we want our customers to be able to catch up their late payments and continue their subscription after the dunning processLogo Doesnt appear on email
Hi, 1. PROBLEM: mails sent to customer from zoho invoice ( Estimates and incoices etc.) Logo doesnt appaer on email. 2. SUGGESTION: there must be an option to select from google fonts if we want specific font to the pdf templates. thanksTransaction Rule Matching
Q1. Is there a method to have the Transaction Rules applied across multiple Bank Accounts? Q2. To match "contains" text in Transaction Rules, is a wildcard or regular expression required? Is it case sensitive? Would searching for "issue" in the followingHow to see Statement Details Shown in Unclassified Transactions in All Transactions?
All, The list of Unclassified Transactions show the Statement Details and Descriptions. What is the method to see that column in the All Transactions list? -Thanks!Non-Avalara Tax Automation wtih Zoho Books
We are paying a ridiculous amount for Avalara. Our team wants to make a change, but they're the only software fully integrated with Zoho. We also don't have the bandwidth to do this manually, so we do need some sort of automated software solution. WeMigrating to the new outgoing webhook model in Zoho Connect
Dear User, Outgoing webhooks configured across the Zoho Connect Integrations page, Zoho Flow, and Zapier will stop working after May 31, 2026. This is due to an upcoming upgrade to our outgoing webhook flow. This update is mandatory only for networksCreate formula calculations in Assemblies for scaling quantities
Something we have been encountering with our composite items is dealing with scaling of quantity of one or more items within the composite assembly relative to the number of complete units being sold. I.e. running the equation 2(n-1) on one of the assemblyLastest update
The latest update to notepad has completely trashed all my notes. If I go to view it it just opens up a screen with a box with dotted lines around it for me to add something I can import saved nodes but you can't view them at all. Anybody else havingIs it possible to make tags "required"
We would like to be able to make the tag field a requirement for agents before they can close a ticket. This would help with monthly reporting, where a lot of tickets end up with no tag, causing manual work to go back and add the correct tag for eachTip #67- Exploring technician console: Disable Input Devices- 'Insider Insights'
Hello Zoho Assist Community! Picture this: you are in the middle of a critical remote session, carefully configuring a system or running an important update, and the customer accidentally clicks somewhere or types something that undoes your progress.What matters more in Zoho implementations: tools or system architecture?
I recently worked on a full-stack migration for a catering equipment business using Zoho One with Shopify, and it raised a few interesting observations. The setup included migrating a large product catalog (around 9,700+ SKUs), integrating multiple supplierFacturation électronique 2026 - obligation dès le 1er septembre 2026
Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,[Webinar] Solving business challenges: One tool for documents, forms, PDFs, e-signatures, and more
Hi Zoho Writer users, Most businesses rely on multiple tools, such as a word processor, form builder, e-signature provider, and PDF editor, for their document workflows. Managing multiple subscriptions, switching between tools, and moving data acrossDeposit on invoice
I'm trying to figure out how to customize an Estimate to include a Deposit/Retainer Invoice line within the Estimate. I tried creating my own custom field called "Deposit" where I manually inputted the deposit amount, which was nice. However, my employerZoho NOTEBOOK: What are file size restrictions?
I understand that Zoho NOTEBOOK is a free product, and what it offers is great. But I'm wondering what the file size restrictions are. When I record an audio note in Zoho Notebook, what is the maximum length of recording time/audio file size? When I wish to upload MP4 video, what is the maximum video size I can upload per Zoho Notebook restriction? Moreover, does Zoho Notebook use its own storage structure, or can I upgrade my storage for Zoho Notebook to add larger file attachments, videos and audioConcern Regarding Stock Validation in Inventory Management
Hi Zoho Team, We would like to highlight a concern regarding stock validation in the inventory system. As per standard inventory management practices, if the stock level is zero, the system should not allow users to create a shipment, packing slip, orAutomation Series #2: SLA vs Supervisor Rule in Zoho Desk
SLA vs Supervisor Rule: Keeping tickets on track in Zoho Desk This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confused automationsZoho Recruit - Email Relay
Good day, Has anyone succeeded in setting up an email relay for Office 365? If I add the details from https://support.microsoft.com/en-us/office/pop-imap-and-smtp-settings-8361e398-8af4-4e97-b147-6c6c4ac95353, I get the connection error. Regards, EkaBetter use of contacts
Zoho inventory has the ability to add multiple contacts to customers. However Zoho inventory doesn't currently provide a way to link a contact to objects like sales orders. This means that while you can tell what company has placed a sales order you can'tNotebook AI limits
Hi folks, Working with the AI transcription tools in Notebook, on the Mac App, which I find quite handy, but the one thing I am struggling with is the inability to either edit or copy the results of the transcript: I can't click in any of the boxes, andDisappointment with Zoho Payments
Dear Gowdhaman, I am writing to inform you that I am removing Zoho Payments from my website. I cannot continue to disappoint my customers due to the lack of UPI support, as has been the case with my experience so far. Please note that the 0.5% transactionZoho Commerce B2B
Hello, I have signed up for a Zoho Commerce B2B product demo but it's not clear to me how the B2B experience would look for my customers, in a couple of ways. 1) Some of my customers are on terms and some pay upfront with credit card. How do I hide/showExporting All Custom Functions in ZohoCRM
Hello, All I've been looking for a way to keep about 30 functions that I have written in Zoho CRM updated in my own repository to use elsewhere in other instances. A github integration would be great, but a way to export all custom functions or any wayRename system-defined labels in Zoho CRM
Renaming system-defined labels is now available across all DCs. Hello everyone, Zoho CRM includes predefined system fields across modules to support essential CRM operations. Until now, the labels of these fields were fixed and could not be edited fromIntroducing parent-child ticketing in Zoho Desk [Early access]
Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-childSeparate Items & Services
Hi, please separate items and services into different categories. Thank youLog a call: Call Duration for Inbound is mandatory but inbound is optional
Hi Team Can you advise on why the call duration for the inbound call type is a mandatory field? We have a use case where we are manually logging a call but do not use the call duration field. The field does not have the option to make it non mandatoryCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesZoho Sign 2025–2026: What's new and what's next
Hello! Every year at Zoho Sign, we work hard to make document signing and agreement execution easy for all users. This year we sat down with our head of product, Mr. Subramanian Thayumanasamy, to discuss what we delivered in 2025 and our goals for 2026.New Account, Setting up Domain Question
Hello, I recently set up a new account with a custom domain. But after paying and setting up my account, it says OpenSRS actually owns the domain, and I have to sign up with them to host my site. But OpenSRS wants to charge me $95, which is ridiculous.【開催報告】東京 Zoho ユーザー交流会 NEXUS vol.1 ～ データドリブン経営・少人数組織のCRM活用・AIエージェントの最前線 ～
ユーザーの皆さん、こんにちは。 コミュニティグループの中野です。 2026年3月27日（金）、東京・新橋にて「東京 Zoho ユーザー交流会 NEXUS vol.1」が開催されました。 今回は「マーケティング領域のZoho 活用法 × AI」をテーマに、ユーザーさん2名による事例セッション、Zoho 社員によるAIセッションなどを実施しました。 ご参加くださったユーザーの皆さま、ありがとうございました！ この投稿では、当日のセッションの様子や使用した資料を紹介しています。残念ながら当日お越しいただけなかった方も、ぜひチェックしてみてください。Monthly Webinar : Getting Started with Zoho LandingPage
Our monthly Getting Started with Zoho LandingPage webinar is back! If you're building your first page and want a little guidance, this is where to start. Learn how landing pages fit into your strategy, generate leads, and improve conversions. Here’s whatAll new Address Field in Zoho CRM: maintain structured and accurate address inputs
Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24ZOHO CRM Quote Export / Quote Report
How can I either Export my quote list, or create a Report that shows all quotes AND includes the NOTES field in a column. I attempted to Run a Report which includes ALL FIELDS, however it does not include the Notes Field (but oddly does include the fieldsMass emails - Allow preview of which emails will receive the email based on the criteria
Feature request. Please allow us to view and confirm the exact recipients of the mass emails based on the criteria we've chosen before sending. It can be quite sensitive if you send the mass email to some wrong accounts accidently, so it would be greatLimitation in Dynamic Constant Sum Based on Previous Question Selections in Zoho Survey
Zoho Survey supports the Constant Sum question type, allowing respondents to distribute a fixed total (such as 100) across a set of options. However, it does not support dynamically populating these options based on selections made in a previous question.SAP Business One(B1) integration is now live in Zoho Flow
We’re excited to share that SAP Business One (B1) is now available in Zoho Flow! This means you can now build workflows that connect SAP B1 with other apps and automate routine processes without relying on custom code. Note: SAP Business One integrationNext Page