Hello fellow form builders,
2020 was yet another transformative year, and it's time we take a quick rundown on the highlights. And make sure to keep reading to the end of the post, when we'll give you a sneak peek of what's to come in 2021!
As a team, remote work brought challenges, including difficulty fostering and managing effective communication. Thanks to our Zoho tools, we've managed to stay connected and work effectively, even though we weren't next to each other.
Our focus for the year was creating new opportunities for engagement and data collection for our mobile app users. As we worked towards that goal, we listened to your suggestions and queries and rolled out new features, as we continued to support the available features in the web application. Here's a quick rundown:
What to expect in 2021:
.
It's all about making data collection simpler and more effective.
1. Communicate more clearly with image annotations.
Annotating images lets you communicate exactly what you mean than just uploading the image itself.
2. Capture contact data with a quick scan.
This one's for the Android users out there! Get contact details into forms quicker by letting users quickly scan their business card. The scanned information will autofill card details into the form.
3. Capture location easier
Instead of asking respondents to enter location details, use Google Maps to capture the location information.
4. Don't sweat connectivity issues
During any internet connectivity issues, choose the offline mode and restrict the Zoho Forms mobile application from syncing with the internet. Later, on a stable internet connection, you can sync and save your form data.
5. More exciting features
-
In-app notification upon new submissions
- Stay updated with notifications in your mobile device whenever a new form submission comes in.
-
Dark Mode for live form UI
- Make form filling easier for anyone using a mobile device in low light.
And that's a wrap. Happy Holidays everyone!
Best,
Prasana
Recent Topics
Ability to select the attachment of a record when sending an email from FSM
Hello FSM Team, FSM allows us to add attachments to any record (Estimate, Work Order, etc.). However, when we're sending an email from FSM, it is currently not possible to choose from the attachment in FSM to add to the email. When sending an estimate,
Function #11: Apply unused credits automatically to invoices
Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.
Add spaces to input format
In Zoho Inovices, I am trying to do a custom input format for a custom field. I have tried a few variations, but this is my most recent: ^[a-z][A-Z][0-9][,][-][_][:][ ]$ In this field, I will be entering different alphanumeric information, depending on
Zoho CRM Deal API returning null pipeline in case of default pipeline
Hey team, We are writing to report an issue with the Deals module pipeline API behavior that we believe stems from how the default (Standard) pipeline is handled when no custom pipelines have been configured. When the "Manage Pipelines" page under CRM
Quebec Canada Tax GST and QST
Hello Expert, Whenever we I create invoice for Quebec, Canada, it calculating wrong tax amount, can you please validate Attached the screenshot, which is calculating wrong tax amount on QST
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
Facturation 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,
Adding Taxes to paid consultations in Zoho Bookings
I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,
What's New in Zoho Forms
Hey there, We've been heads-down shipping and this quarter. Because every update we ship is about making your forms do more, with less effort from you. This quarter too, we expanded what Zoho Forms can do. Here's everything that shipped. Spotlight Forms
Zoho Creator and Bluetooth Beacons?
Hi all, Has anyone developed anything in Zoho Creator that leverages Bluetooth? Specifically to detect bluetooth beacons (iBeacon, Eddystone, etc.)? Thank you, Josh
Zoho Books | Product updates | June 2026
Hello users, Welcome to this month's roundup of what's new in Zoho Books! We have an exciting line-up this time. The highlight is the launch of the all-new France Edition with full ISCA compliance. We're also introducing features such as Layout Rules
API to post drafts for social media
I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon
Updating Zoho Books UI when a field is changed
I have this script to update Quotes Expiry date. estimateID = estimate.get("estimate_id"); numberDaysTobeExtended = 14; estimatedate = estimate.get("date").toDate(); organizationID = organization.get("organization_id"); estDate = estimate.get("date");
What's New in Zoho Inventory | April & May 2026
Hello users, We're excited to roll out the latest Zoho Inventory updates for April and May 2026. These enhancements are designed to make your daily operations smoother and more efficient, from advanced inventory management and flexible pricing to automated
Important update on our transition to the new video platform framework
As part of our ongoing platform changes, users in select regions, including the United States and other supported data center locations, have been migrated to our new video platform framework. Due to this migration, some participants may notice changes
Bullet Charts Stuck Loading Without Data
I have a dashboard with some widgets in bullet chart format, but some of them do not have data. Since there is no data, they keep loading indefinitely instead of displaying “No Data,” as happens with the percentage widget next to them. This issue prevents
How to get Monday as 1st day of the week?
Hi, The first day of the week is Sunday in Zoho Creator calendar.So it is hardly usable as in Europe the 1st of the week is always Monday. How can I get Monday as 1st day of the week? Best regards, Chris
Shall we play a game?
Presenting the very first game created using ZOHO Creator: Tic-Tac-Toe (or noughts and crosses) I made this to challenge myself and employ some of the new features of ZOHO Creator. I must admit that the code is very literal and not too elegant. There are plans to improve on the machine AI and streamline the code over time. Currently the code makes extensive use of functions for the machine "AI" - there are 12 of these. The machine AI can be tricked, so to counteract that I made it exceedingly arrogant
FINALLY! 100% Responsive iFrame for HTML Page Snippet
For the past two years or so I have been battling with Page Snippets' responsiveness (HTML, Embed, and ZML). Furthermore, if you use the native embedded reports, especially more than one report on a page, you have to set a static height because they're
Associate project with timer on iPhone
When I start the timer without first associating a project (on my iPhone), its starts fine but now when I need to associate a project, and click on the link, I get a list of EVERY project I've ever put into Zoho Books. It used to just show active projects.
Check printing alignments always changes
Hello, We have a frustrating problem with printing checks. We use Quickbooks voucher checks, which works okay for us. The problem is the printing alignment for the check's "Date, Pay to the Order of, Amount, and Amount in Words" changes every time we
name change of company in same GSTIN registration . how to retain historical company name for past transactions?
hello I have recently change my company name from BHANU DIAM to BHANUMATI IMPEX in same GSTIN registration number While i have update the company name in profile name that change all my historic data like sale invoices and purchase bill , i would like
iOS Books app shows filtered view after changing to All sales orders
My boss often checks sales orders on his iPhone. The app is mostly working fine, but there's an ongoing issue: When switching between different filters (also called custom views on the web), going back to All doesn't often work. It typically gets stuck
Recurring Invoices
I'm looking to set up recurring invoices on a monthly basis, using GoCardless as a payment gateway. I've done this successfully, however there's a big problem with the Invoice Date and Due Date. We prefer to provide sufficient notice of collection (10
Conditional Drop Downs
Am I the only one that has a problem when setting up the same project for multiple customers - resulting in a HUGE number of projects (e.g. Project A - customer 1, Project A - customer 2, Project A - customer 3 etc.). OR, am I doing it wrong? What results
Layout Rules Don't Apply To Blueprints
Hi Zoho the conditional layout rules for fields and making fields required don't work well with with Blueprints if those same fields are called DURING a Blueprint. Example. I have field A that is used in layout rule. If value of field A is "1" it is supposed to show and make required field B. If the value to field A is "2" it is supposed to show and make required field C. Now I have a Blueprint that says when last stage moves to "Closed," during the transition, the agent must fill out field A. Now
Ability to Use Both AND and OR When Creating Rules (Advanced Conditions)
I'd like to be able to use more complicated logic when setting up rules. E.g. in Zoho Mail, I can choose "Advanced conditions (AND/OR) to create a rule that can be applied to multiple subject lines from the same sender. But in Zoho TeamInbox, I will have
How to record GST amount for Value of Service on Inward remittance charged by bank
Hi please advice I have a situation. 1. I have HDFC bank account 2. I have a customer who has done inward remittance for purcahses from overseas. 3. HDFC is showing Value of Service say $100 and GST @ 18%. 4. Value of Service is not charged. But CGST
Resources - Sort by rows consumed
Please add the ability to sort by the total rows consumed in the Resources section of Settings. I would like to see which table is consuming the most rows by sorting from high to low.
Zoho Books - France
L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
Editing a bundle
How can I edit a bundle?
Approval escalation
Hi I would like to have an approval escalation if Approver 1 does not approve/reject a request with a certain SLA. Currently I have a status field that changes to "Pending approver 2 approval" after a certain time, however the challenge I am faced with
Referral module for our Zoho People employees
I have been requested to create a user in Zoho Recruit for each Zoho People user to allow them to refer a candidate in Zoho Recruit. Only the interviewer and guest profiles are free. The use of a custom profile is on the paid basis. Any user linked to
Conflicts on zoho project Tasks
Hi We want to use ZOHO Project for scheduling our technicians. We have maintenance contract with our customers. We schedule interventions on customer sites. So we created projects for each contract and task for interventions. So if a technician need to go to customer I create task and schedule them after depending of availibility. When I need to assign a date I use start Date and due date on the task. But I realized there is no conflict management. I called support and they told me it is not developped.
Upcoming webinar : Build high-converting sales pipelines with Zoho LandingPage and Bigin
For small businesses, generating leads is only half the battle. The real challenge is staying organized, following up consistently, and turning those leads into customers. Join us for this webinar to learn how Zoho LandingPage and Bigin can help you create
New UX Improvements in the Zoho Expense iOS and Android Apps
Hello users, We're excited to share the latest updates and enhancements we've made to the iOS and Android apps of Zoho Expense. These updates have been designed to make your day-to-day expense and travel management even simpler. Note: We will be rolling
User Permission Log
Our external auditors are asking for a way to view changes made to user permissions (basically, a user permission change log). Is this feature built into Creator?
What's New in Zoho Billing | May 2026
We're back with another round of updates in Zoho Billing! This month brings new capabilities designed to give you more flexibility and control over your billing operations. From associating price lists with business locations, and including annexures
ZOHO SURVEY to ZOHO CRM integration
I am trying to use the ZOHO SURVEY to ZOHO CRM integration but the integration won't allow me to choose a record layout and that means there is a erquired field that i cannot input, is there any way around this?
Why don't Zia agents support file uploads?
I am trying to build a Zia Agent that allows uploading of a PDF file and uses the GLM5 model to process it and extract information. But agents.zoho.com has no way to enable file uploads on the agent. Additionally, GLM5 based agents keep outputting their
Next Page