Upcoming Updates - August 2022

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 few of these will be available immediately and the rest are planned for release in the coming weeks.

  • Enabling dark mode for Android apps
  • Introducing presets
  • Customizing display titles for forms
  • Launching a revamped UI for customer portals
  • Announcing strict validation for the max length field property

In addition to the above, Creator 4 will be deprecated, and all the accounts still using it will be automatically upgraded to Creator 5 by August 31, 2022. Scroll down to know more!

Dark mode for Android

One of our most requested features is finally here: Dark mode!

Dark mode, which is currently supported in our iOS apps, has now been extended to Android apps as well. We have carefully designed every component and screen to have an overall balanced color scheme for your mobile apps. Dark mode will be automatically enabled based on your default system settings and has the following benefits:

  • Reduces power usage by a significant amount (depending on your device's screen technology)
  • Improves visibility for users with low vision and those who are sensitive to bright light
  • Makes it easier for anyone to use their devices in low-light environments

Presets - panel configuration reusability

You can configure aggregates to be displayed on page panels. Currently, if such a configuration needs to be reused on a different panel on the same page or on a different page, it has to be manually reconfigured. With presets, the aggregate configuration can now be saved and used across apps in your Creator account, thereby preventing repeated manual configurations. The created presets will be available as a dropdown inside the panel element.

Presets are required in cases, where a configured aggregate value needs to be displayed in more than one panel, like if a user needs to display the Total Profit value in their dashboard, both as an actual value and as a percentage value. In this particular case, the user will have to manually configure the Total Profit value in two panels and choose a different Show As value (Actual in one panel and Percentage of a number in the other panel) in each panel. Using the preset capability, users can save the configuration and reuse it in different panels with only the Show As value being different.






Introducing different display titles for forms

Interacting with forms can become more meaningful when we have contextual information about the actions performed by users. We've introduced form titles that'll enable you to assign different customized titles to the forms displayed when a user is performing the following tasks:

  • While adding record - The title that will be displayed when a user accesses the form to add a record.
  • While editing record - The title that will be displayed when a user is editing an existing record.


By default, the form title for while adding to the form and while editing the form actions will be the same as the form name. Learn more


Revamped UI for customer portals

We're happy to announce the rolling out of a major refinement to the customer portal UI (​sign in​, ​signup​, and ​reset password​ pages).

Portal users will now be able to use a one-time password (OTP) for signing in to your customer portal. Along with Google and Facebook, ​federated login​ can now be set up to allow users to sign in to the portal using their Apple IDs.

These refinements have been designed to ensure compatibility with upcoming features that we are working on. Although the feel and appearance of the new UI will be different from the existing one, we have ensured that it doesn't affect any of your existing portal functionalities. We'll have a separate detailed post on the changes for existing users once the feature is ready to go live.

Announcing strict validation for the max character length field property

In reference to ​this post​, starting from August 31, 2022, maximum character length validation will be implemented strictly across Creator. If a record is added via Deluge, API, or email input, the maximum length property will be validated for all your form fields. This validation ensures that all the records added via various inputs undergo a thorough check for their field characters to ensure they're on par with the predefined character limits that you set, thereby minimizing error handling. After this update, errors might be shown in the following cases:

(i) Existing forms:

While editing/updating a record in an existing form, the maximum length property will be validated for all fields in that form.

(ii) Workflows
  • On validate: Following this update, during the execution of the on validate script for a particular record, the maximum length validation will be strictly performed for all the fields that are associated with the script, and an appropriate error will be thrown.
  • On success: Following this update, during the execution of the on success script, an exception will be thrown for varchar fields (email, single line) when a new record is successfully submitted to the database or when an existing record is updated or deleted from the database. In the case of number fields, the values will be truncated upon successful submission.

(iii) APIs

While adding/updating record values via API requests, the maximum length property will be validated for all fields.

Additionally, if a record is added via ​email input​, the maximum length property for all the fields will be validated. As an admin, you can minimize errors by suitably adjusting your character limits. We also assure you that we've taken all necessary measures to ensure that the transition is seamless, with minimal impact on your end.


Upgradation to Creator 5

The majority of our users have already ​migrated to Creator 5​ from the previous version (Creator 4). As the final step of this process, we'll be automatically migrating the remaining accounts using the older version to Creator 5 by August 31, 2022.

As you all know, ​Creator 5​ empowers developers to customize traditional web-based apps for smartphones and tablets, opening up new possibilities and ensuring an all-around smoother experience. You will be notified via email prior to the migration and this will not affect the data in your existing Creator apps.

We hope this announcement serves to be helpful in planning your upcoming projects and apps. We'd also like to thank you once again for your loyalty and continued support. Please don't hesitate to reach out to us at ​support@zohocreator.com​ if you have any questions or concerns, or need assistance.

That's all for now!

Thanks,
The Zoho Creator Team.


    • Sticky Posts

    • 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

    • Introducing Zoho Creator's v2 APIs

      Hello App Creators, Welcome to Zoho Creator's v2 APIs! This post will serve as the central point for migrating implementations of Creator's current APIs (v1) to v2. Improvements that v2 brings OAuth-based authentication, which is more secure than the

    • Recent Topics

    • Zoho Books - Quotes to Sales Order Automation

      Hi Books team, In the Quote settings there is an option to convert a Quote to an Invoice upon acceptance, but there is not feature to convert a Quote to a Sales Order (see screenshot below) For users selling products through Zoho Inventory, the workflow

    • Can't find imported leads

      Hi There I have imported leads into the CRM via a .xls document, and the import is showing up as having been successful, however - when I try and locate the leads in the CRM system, I cannot find them.  1. There are no filters applied  2. They are not

    • Custom Button Disappearing in mobile view | Zoho CRM Canvas

      I'm working in Zoho CRM Canvas to create a custom view for our sales team. One of the features I'm adding is a custom button that opens the leads address in another tab. I've had no issue with this in the desktop view, but in the mobile view the button

    • The connected workflow is a great idea just needs Projects Integrations

      I just discovered the connected workflows in CRM and its a Great Idea i wish it was integrated with Zoho Projects I will explain our use case I am already trying to do something like connected workflow with zoho flow Our requirement was to Create a Task

    • Zoho Projects MCP Feedback

      I've started using the MCP connector with Zoho Projects, and the features that exist really do work quite well - I feel this is going to be a major update to the Zoho Ecosystem. In projects a major missing feature is the ability to manage, (especially

    • Function #10: Update item prices automatically based on the last transaction created

      In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you custom

    • email template

      How do I create and save an email template

    • Enhancements in Portal User Group creation flow

      Hello everyone, Before introducing new Portal features, here are some changes to the UI of Portals page to improve the user experience. Some tabs and options have been repositioned so that users can better access the functionalities of the feature. From

    • Archiving Contacts

      How do I archive a list of contacts, or individual contacts?

    • How do I filter contacts by account parameters?

      Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already

    • Can I add Conditional merge tags on my Templates?

      Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

    • email moderation issue when email is sent in the name of a mail group

      Symptom: an email that is sent by a mail group moderator in the name of a moderated mail group is held back for approval. Reproduction: Create a moderated mail group with members and moderators. Allow that mails can be sent in the name of the group (extended settings). Send an email to the group as a group moderator, but in the name of the group. This mail is held back for moderation which is unexpected. Expected: A mail sent by group moderator to a moderated group are not held back for moderation

    • blank page after login

      blank page after logging into my email account Thanks you

    • Introducing the revamped What's New page

      Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main

    • Always display images from this sender – Is this feature available?

      In Zoho mail, I had my "Load external images" setting set to "Ask me", and that's fine. That's the setting I prefer. What's not fine though is I always need to tick "Display now" for each email I get, regardless if I've done that multiple times from several

    • Function #9: Copy attachments of Sales Order to Purchase Order on conversion

      This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: Hit

    • Free webinar: Security that works: Building resilience for the AI-powered workforce

      Hello there, Did you know that more than 51% of organizations worldwide have experienced one or more security breaches, each costing over $1 million in losses or incident response? In today’s threat landscape, simply playing defense is no longer enough.

    • "Subject" or "Narration"in Customer Statement

      Dear Sir, While creating invoice, we are giving in "Subject" the purpose of invoice. For Example - "GST for the month of Aug 23", IT return FY 22-23", "Consultancy", Internal Audit for May 23". But this subject is not coming in Customer Statement. Only

    • Apply Vendor Credit Automatically

      Hello!!! Is there a way where in we can apply vendor credits automatically on the FIRST OUTSTANDING BILL of the vendor?? We have lots of VENDOR CREDITS ISSUES mostly!!! Applying it manually is a pain for us. Would be great if we have a way to apply the

    • Zoho Notebook Sync problem

      I'm facing a problem with syncing of notebook on android app. It's not syncing. Sometimes it syncs after a day or two.  I created some notes on web notebook but it's not syncing on mobile app. Please help!!!!

    • Retainer Invoice.

      Why ZOHO not have facilities to deduct partially advance payment from an invoice.

    • Apply Vendor Credits Automatically

      We are bulk importing Vendor credits in Zoho Books!!! Is there a way to apply vendor credits automatically to the first UNPAID bill of the Vendor?

    • Cant Save Gauge on Creator Page

      How to Save Gauge on Creator Page see movie https://vimeo.com/1116410860?share=copy#t=0

    • Apply Advance option not shown in report

      We are facing an issue in Zoho Expenses. While approving an Expense Report, the "Apply Advance" option is not appearing under the three dots (More Options). Details: Module: Expense Reports Issue: "Apply Advance" option not visible Status of Report: Awaiting

    • Auto Capitalize First Letter of Words

      Hi I am completely new to ZOHO and am trying to build a database. How can i make it when a address is entered into a form field like this: main st it automatically changes is to show: Main St Thank You

    • Follow-up emails via Workflow Automation not staying in the same thread

      Dear Zoho Support Team, I am currently using Workflow Automation in Zoho Campaigns to send follow-up emails. In my test case, I noticed the following behavior: All emails in the automation have the same subject line. If the follow-up email is sent within

    • Client Script refuses to set an initial value in Subform field

      I tried a very simple, 1 line client script to set a default value in a custom subform field when the "Add Row" button is clicked and the user is entering data. It does not work - can someone tell me why? ZDK documentation suggests this should be doable.

    • Formatting of Balance Sheet and Profit & Loss Reports

      The default format of the Balance Sheet and P&L Reports are based on the Account Types and then the individual accounts within the Chart of Accounts. These are then ordered alphabetically under these sub-headings and one is unable to re-order these or

    • Emails Are Not Being Delivered to My Inbox

      Hello Zoho Support Team, I am experiencing an issue with my Zoho Mail account. The most important problem is that emails are not being delivered to my inbox. Details: My Zoho Mail address: info@coreforcelife.com What happens: I am not receiving any incoming

    • Help Center IFrame Issue

      I have had a working Help Center on my website using an iframe for a while. But now for some reason the sign in page gets a refused to connect error. Can someone please help. If I go to the url manually it works correclty

    • Staff rules

      Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.

    • Comment Templates

      Is it possible to add a template option for comments? We have some agents in the process who's responses require a pre-formatted layout. It would be incredibly handy to have a template for them where they can insert the template and then add their responses

    • [ZohoDesk] Improve Status View with a new editeble kanban view

      A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit

    • Adding Markdown text using Zoho Desk API into the Knowledge Base

      Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality

    • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

      A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI

    • Shared values: From classroom lessons to teaching moments in customer service

      While the world observes Teachers’ Day on October 5, in India, we celebrate a month earlier, on September 5, to mark the birth anniversary of Dr. Sarvepalli Radhakrishnan, a great teacher, renowned scholar, educationist, and advocate for empowerment.

    • Create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM

      How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filter

    • Zoho Desk blank page

      1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS

    • I hate the new user UI with the bar on the left

      How can I reverse this?

    • Question regarding import of previous deals...

      Good afternoon, I'm working on importing some older deal records from an external sheet into the CRM; however, when I manually click "Add New Deal" and enter the pertinent information, the deal isn't appearing when I look at the "Deals" bar on the account's

    • Next Page