New in Canvas: Customizable tables in related lists, sub-tab grouping, and actions for better navigation

New in Canvas: Customizable tables in related lists, sub-tab grouping, and actions for better navigation

Dear All,

The Canvas team has made using Canvas easier and more enjoyable with a few additional customization features that can help you design more effective detail view pages.

So, Canvas, as you all may know, is a platform with which you can customize various parts of your CRM to

  • Organize your data better.

  • Customize them for different profiles;

  • And of course, bring a whole new fresh design that is consistent with your brand. 

Here are a couple of exciting updates that can help you design more effective detail view pages using Canvas.

1. Customizable tables in related lists - which allows you to style your RL tables by adding images and a pop of color to them.
2. Introducing expandable sub-tabs. You can now group your tabs into sub tabs based on a theme, thus making navigation easier. 

Customizable tables in related lists

To start off, let's look at how you can customize your related lists table. Previously, you could only choose between static or list table templates as seen in the image below. 


While this was functional, we realized that businesses might prefer to customize their own tables. With the latest update—the Customizable Table option in the navigation toolbar—you can customize your related lists table. Options include field selection and styling. With this feature, you can add colors to rows and columns, in addition to resizing (by extending column markers), besides, adding, or removing rows and columns from your table. 


These functions are important because they'll make it easier for you to differentiate your rows and columns, expand the columns that contain more data, and add images as well.

Tab enhancements
Sub-tabs

Another improvement we've added to Canvas is the option to create a sub-tab. So imagine your record's view page has a Tab with numerous elements, namely attachments, open and closed activities, notes, campaigns, social, and more, in addition to some custom tabs. Having these tabs laid out makes it easier for you to navigate through your related lists. However, your interface may become cluttered if there are too many tabs.

Now, imagine you have these components categorized into multiple groups of the same theme. Like for instance, you combine open activities, closed activities, invited meetings, and upcoming actions under a group called Activities. Similarly, you create other groups that can either all be expanded simultaneously or one at a time - based on your preference. This will not only help declutter your components, but also put things into perspective. 

These groups that you create are called Sub Tabs, and you can perform one of the two actions on them.

Multi expand: This is the default option. When you want to open multiple sub-tabs simultaneously, you can do so by selecting the multi expand action tool. In other words, the submenus of one sub-tab will not collapse when you click on another.

Single expand: When you select this option, only its associated sub menus will expand or collapse. In instances where you've expanded one sub-tab and then clicked on another, the previous sub-tab menus will collapse before the following one expands.



So how are these Sub Tabs created?

When you add a Tab from your elements onto your Canvas view editor, you have the option of adding Custom Tabs, Sub Tabs or Related Lists.

Select Sub Tab.


Next, under your Sub Tab, you have a blue plus sign. When you click on that, you can add the Related Lists that fall under your Sub Tab theme. Like in the example we mentioned earlier, you can combine open activities, closed activities, invited meetings, and upcoming actions under a Sub Tab called Activities. 

Let us look at some other examples of components that can be grouped together as sub tabs.

Sub Tab (Group) Name
Components
Marketing
Campaigns, Visits, Social, Sales Inbox
Inventory
Invoices, Sales Orders, Purchase Orders, Quotes, Vendors, Price Books, Products


Use Case - I 

Education Industry

Student Information 
Student Documents, Degree, Courses, Thesis Guides, Placements 


Use Case - II

Real Estate

Contact's Property Information 
Properties, Documents, Notes, Quotes, Invoices

That is all for this announcement. Let us know your feedback in the comments below. For more details on Canvas, check out our help document. 

    • Recent Topics

    • Unattended Access on Android without Play Store

      I'm testing Zoho Assist for remote config and maintenance of our IoT devices. The devices are running Android 8.1 and do NOT have Google Play Store installed, nor can it be installed. I've been able to install Zoho Assist on the devices and load the enrollment

    • Open Sans Font in Zoho Books is not Open Sans.

      Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real

    • Is it possible to embed Zoho Bookmarks in the Cliq sidebar?

      Is there any way that each Zoho user can access their bookmarks (that live in https://bookmarks.zoho.eu/ which is technically a part of Zoho Mail) directly within Cliq? As a widget, or an item in the sidebar? My team does not use Mail, it uses Cliq all

    • Instant Sync of Zoho CRM Data?

      With how valuable Zoho Analytics is to actually creating data driven dashboards/reports, we are surprised that there is no instant or near instant sync between Zoho CRM and Zoho Analytics. Waiting 3 hours is okay for most of our reports, but there are

    • Show Attachments in the customer portal

      Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.

    • Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

    • Navigate with Ease: Announcing Improvements to Your Zoho CRM for Everyone's Setup Experience

      Hello Everyone, We’re thrilled to announce new enhancements to the Setup Menu in our Zoho CRM for Everyone system, designed to simplify your workday and streamline your overall experience. What's New? Addition of a Setup Homepage Faster Search in Setup

    • Zoho Projects Webhook fails with HTTP Error 0

      Hello Zoho Community, I am pulling my hair out over this one. I have setup a very basic http(s) server that always responds "ok" and code 200 to incoming GET requests. It will accept any parameters, and any path. Really, all it does is say "ok," and log

    • API 500 Error

      Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":

    • ZOHO Campaignで表のカラムの幅を調整したい。

      表を作成した際、個々のカラムの幅を調整したいのですが、方法が分かりません。 どなたかご存じの方ご教示ください。

    • Auto-upload Creator Files to WorkDrive

      Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—to

    • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

      Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful

    • Kaizen #129 : Client Script Support for Blueprints

      Hello everyone! Welcome to another week of Kaizen. Today, let us discuss about how you can use Client Script during a Blueprint transtion to meet your requirements. This Kaizen post will provide solution for the post - Need non-mandatory fields in blueprint

    • Search Bar Improvement for Zoho Commerce

      Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, you

    • Making digital signatures accessible to all: Introducing accessibility controls in Zoho Sign

      Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will go

    • Account Owner Field From Accounts Module to be Displayed in Contacts module

      I have a field in the Accounts Module in the CRM called "Account Owner" i want that field to be also mapped into the Contacts Module custom single line field called "Account Manager".

    • Update a field in the ZOHO Form, basis numeric value in another field in the same form

      I am trying to create a questionnaire in ZOHO, where clients need to answer 10 questions, and basis response, values are assigned. I have created a total score field where the sum of the values is stored. But i am unable to create a rule whereby another

    • How to update "Lead Status" to more than 100 records

      Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

    • Meet up de Zoho en Bilbao

      Buenos días comunidad! Estamos estudiando hacer un Meet up en Bilbao desde zoho y varios Partners. Para que la experiencia sea excelente, queremos saber cuantas pesonas se vendrían a Bilbao al evento. Y para que sea lo mas útil posible, que temas dentro

    • Picklist reference value in REST

      picklist options can be configured to have a different reference value than the displayed one, should be helpful in things like multilanguage: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/translations/articles/translations is there a way

    • In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."}

      In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."} this is button Function used in the Creator map Inventory.Create_Credit_note(int CRE_ID) { return_value

    • How to create a Zoho Mail extension similar to Outlook's OnSend add-in?

      Hi, I want to create a Zoho Mail extension similar to Outlook’s OnSend add-in. The extension should: Let the user select headers and footers from a taskpane while composing an email. When the user clicks Send, the extension should: Automatically insert

    • Marketing Tip #2: Recover lost sales with abandoned cart emails

      Did you know most online shoppers don’t complete checkout? Automated cart recovery emails are an easy way to bring them back. A simple reminder can recover sales you’d otherwise lose. Try this today: Enable abandoned cart emails in Zoho Commerce and set

    • Billing Management: #9 Usage Billing in IoTs

      We live in a world where connectivity has become a lifestyle rather than a luxury. From smart thermostats that adjust your home's temperature to GPS trackers monitoring end-to-end fleets and sensors that optimize energy grids, the Internet of Things has

    • {"code":1038,"message":"JSON is not well formed"}

      Today this began failing: sales_order_data = zoho.books.createRecord("salesorders",books_organization_ID,order_data); with this error message. {"code":1038,"message":"JSON is not well formed"} This code has been running for two years. Here is the input

    • How can I migrate Shared Mailbox from Zoho Mail to Team Inbox?

      I am unable to migrate mails from my shared mailbox in Zoho Mail to Team Inbox. I am the super admin of my Zoho One plan and yet I am getting an error saying only admins can do this? I don't understand the issue.

    • Remember all the ways we've posted?

      The world celebrates World Postal Day in 2025 with the theme “#PostForPeople: Local Service. Global Reach". The story of the “post” is a story of human connection itself, evolving from simple handwritten notes carried over long distances to instant digital

    • Add Support for Authenticator App MFA in Zoho Desk Help Center

      Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,

    • Can no longer upload my own Notebook cover

      I've had Notebook for over a year and have been able to create my own notebook covers, but when I tried to upload my own cover for a new notebook today, the upload feature has suddenly been starred, requiring me to upgrade my account. When did this

    • Zoho Desk - Cannot Invite or Register New User

      Hi who may concern, we encountered a problem that we cannot invite user or the visitor cannot register for a user at all through our help center portal, with the snapshot shown as below and the attachement. It always pops up that "Sorry, Unable to process

    • Custom domain issue

      I recently changed records for my support area custom domain for a few months, I then wanted to come back to Zoho, but now I can't connect it and I can't login as it's having an SSL issue. I cannot get a good response from support, as I've been notified

    • How do you generate personalized certificates and save them in dynamic folders using Writer's mail merge?

      Zoho Writer's mail merge feature can help you enhance the certificate management process. It's a great way to save time and effort! Merge certificates and maintain a well-organised repository with personalised certificates stored in separate folders for

    • Zoho Editor

      Zoho PDf Editor is not working I am clicking on EDIT PDf then it again bringing me back to the same page. again and again.

    • The present is a "present"

      The conversation around mental health has been gaining attention in recent years. Even with this awareness, we often feel stuck; the relentless pace of modern life makes us too busy to pause, reflect, and recharge. In the world of customer support, this

    • KPI Widget dashboard select periods

      I have a problem with selecting periods as a user filter. In the beste scenario I would like to have to have a period filter like Google Analytics has of Datastudio (see attachment). In the KPI widget I "Group by "inquiry_date" on week&Year". It selects

    • Search in Zoho Community Not Working

      I realize this is a bit of a meta topic, but the search for the various Zoho Communities appears to not be working. I'm under the impression that they run on some version of the Zoho Desk platform, so I'm posting this here.

    • Market cap

      Market cap formula?? Kaise nikale

    • Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it

      Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it. I get leads from our website and we need to make sure those are not junk. So we are using proactive chat bot and we need mobile OTPs to

    • Direct Integration Between Zoho Cliq Meetings and Google Calendar

      Dear Zoho Team, We’d like to submit the following feature request based on our current use case and the challenges we’re facing: 🎯 Feature Request: Enable meetings scheduled in Zoho Cliq to be automatically added to the host's Google Calendar, not just

    • Zoho sheet

      Unable to share zoho sheet with anyone on internet with editer option only view option is show

    • Next Page