Zoho Creator Upcoming Updates — March 2023

Zoho Creator Upcoming Updates — March 2023

Hello all!
 
Zoho Creator continues to rapidly develop new features and functionalities to help you solve your business challenges. We'll never cease working to amaze you with incredible new updates. And today, we're announcing a neat range of features coming up in March.
  • Form drafts
  • Vertical subforms
  • Creator Extensions
  • Zia Help Assistant
  • Screen Record by Quartz in Zia Help Assistant
  • Activity-based user filter
- - - - - - - - - -

Form drafts

Sometimes, your users may find it difficult to finish filling in a form containing a large number of fields. It may take them significant amounts of time, as they don't have all details available at hand—or they could be interrupted and lose the opportunity to complete the form.
 
In such cases, your users will appreciate it if they can save the partially filled forms and then come back later and resume working on them without any data loss. With this in mind, we'll be launching the Save as Draft feature, which allows users to save up to 3 drafts for each form, for a period of 15 days.
 
Where can I enable it?
Navigate to the required Form -> Form Properties -> Save Draft section. Then tick the checkbox beside Enable users to save form as draft and resume editing later option.

 
What should my users do?
  • While filling in the form, they'll see a Save as Draft button. Clicking on it will save the progress they've made up to that moment.
  • The View drafts option will list their saved drafts. Click on the required draft to continue editing it and then submit the form.


 
How do I benefit?
The Save as Draft feature, apart from reducing the hassle for your users, also helps in lessening the risk or impact of accidental data loss.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 05-Jul-23
 
- - - - - - - - - -

Vertical subforms

Subforms are an invaluable part of Forms, as they enable you to collect and visualize line items in a form. Taking it up a notch, we'll now be introducing the possibility of displaying a subform as a popup, with vertical listing of its fields.
 
Consequently, with the introduction of the new popup option, we'll be adding a new section,View type, within the Field Properties pane of subforms. Further, the existing method of displaying subforms has been christened Grid in the View type section, and it'll be the default option going forward. The vertical listing of subforms as popups are called List.
 
Where can I enable it?
Navigate to the required Form -> Subform -> Field properties -> View type. Here choose the List option.
 
 

How do I benefit?
By displaying subforms as popups, you can simplify the tedious process of filling in forms with a large number of fields, thereby achieving a superior user experience during data entry processes.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 17-Apr-23

- - - - - - - - - -

Creator Extensions

With the aim of enhancing the versatility and extensibility of Zoho Creator, we've come up with a brand new functionality called Creator Extensions .  This will open up the possibility of building and delivering Creator components as independent add-ons known as  extensions , which can be distributed to other Zoho Creator users who can then install and use them in their applications. Extensions enable the delivery of a customized range of functionalities which are not available by default in Creator.
 
Note: In the initial phases, only widgets can be offered as extensions. More components will be added later.
 
Working with extensions
Get started by building a widget, then turn it into an extension in Sigma, test it out, and publish it. You can choose to distribute it publically on Zoho Marketplace, where it will be available for all. Later, you can add enhancements and publish new versions.
 
The lifecycle of an extension

 
How do I benefit?
You can use our low-code platform to turn your breakthrough ideas into profitable endeavours by building powerful extensions and selling them on Zoho Marketplace. All the while, you can easily manage the entire lifecycle of these extensions.
 
Applicable for: C6
Availability: All DCs
Released on: 23-May-23

- - - - - - - - - -

Zia Help Assistant

Zoho Creator's no-nonsense approach to low-code development, the robustness of the platform's performance, and recent big-ticket investments into AI has been well appreciated by all.
 
With that in mind, we've come up with a very intuitive new assistant, whose AI-assisted guidance will help upskill your command of Creator and learn more with contextual help. Further, this new, powerful, and all-encompassing help widget will show the entire range of options available to assist you.


          
Zia - Our very own AI assistant will scan the entire knowledge base and auto suggest relevant help articles based on your current screen. Say you're in the Solutions section—Zia will list off the articles explaining the procedure to create different solutions (Applications, BI & Analytics, and Integration Flows). Being powered by an advanced NLP engine, Zia has the ability to understand your questions, identify patterns, and suggest the best answers to deliver the assistance you need.
Contact - You'll get a list of our common toll-free support phone numbers. Call us at the number shown for your country and get support over the phone.
Chat - Live chat is a faster and more convenient way to get in touch with our support team. Get instant responses to aid you with your questions.
Support - Use this option to send questions/feedback to support via email. Additionally, from here you can also allow the support team to access your app and help you out. Finally, you can also use the Screen Record option to send us a video recording of the issue you are facing. More details on the Screen Record feature is given further below in this post.
How do I access it?
  • Just click on the Help option present in the bottom toolbar of Zoho Creator.
  • Then choose the support option you prefer and proceed.
How do I benefit?
Apart from an improved and seamless support experience, the widget will help you get faster resolution, which can improve your business performance and productivity.
 
Applicable for: C6
Availability: All DCs
Released on: 11-May-23
 
- - - - - - - - - -

Screen Record in Zia Help Assistant

Pushing the boundaries of contemporary support tools, we'll be launching Screen Record by Quartz, an error debugging and virtual diagnostic tool.  This privacy-first tool will be introduced as a built-in functionality within Zoho Creator, and will be incorporated within the new Zia Help Assistant.
 
There may be certain cases that can be better conveyed to our support team via a video rather than other options. Instead of writing it all out, you can just record your screen, replicate the issue, and send the video to us without breaking a sweat.
 
What it means for you
The tool doesn't stop at just letting you record your screen. It comes with an easy video editor which provides quick provisions to further describe your issues, like adding annotations, augmenting a recording with voice overlays, and much more. Most importantly, for privacy purposes, you can trim the video or blur out sensitive portions of the recording to hide important data (like email addresses, etc).
 
What it means for us
Apart from providing visuals to our support team, this tool is powerful enough to collect, upon you granting consent, relevant data—like client-side and server-side diagnostic metrics, application logs, and network diagnostics—to help us understand the issue better and pinpoint the problem at hand more swiftly.
 
How does it benefit you?
You can now promptly convey the issue you are facing using Screen Record by Quartz and get accelerated ticket resolution times with no compromise on your privacy, security, or productivity.
 
Applicable for: C6
Availability: US, EU, AU and IN
Release on: 11-May-23
 
- - - - - - - - - -

Activity-based user filter

Users logging in to their accounts may seem like a trivial everyday occurrence. But keeping track of user login activities enables an organization to monitor behavior exhibited by its users, and helps in performing analysis and bulk actions on users for smoother user management.
 
Further adding on to the existing filter options (based on application and user status) under Users, we'll be adding a new option, based on Last login.
 
How to do it?
Navigate to Users-> Filter . Then click on Last access and choose the required filter criteria from the dropdown.
 
How do I benefit?
The filter can help you monitor and audit users based on their login activity in your account, and get actionable information to accelerate the user management process.
 
Applicable for:  C5, C6
Availability: All DCs
 
- - - - - - - - - -
 
We'll notify you as these features are rolled out. In the meantime, let us know what you think about these updates in the comments below!
 
That's all we have for March! We'll be back soon with another set of updates.
 
Regards,
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

    • Allocate emails to user in a shared mailbox

      Hi, This might be obvious, but I cannot find the answer. I have 3 shared mailboxes so any team member can see the emails. Is there a way of allocating a specific email to a user so that it is their responsibility to deal with it? Thanks in advance.

    • How to view shared mailbox in Outlook

      How to view shared mailbox in Outlook or in another software

    • Search mails in shared mailbox

      Hi everyone, is there a way to search mails in shared mailbox's? Search in streams or mail doesn't return anything from mails in shared mailboxes. Thanks! Rafal

    • Customising the approval email

      Is there anyway to customise the Approval email or to add further fields as the default looks so basic and unlike any of the other email notifications from Desk. My users just thought it was spam.

    • Pushing GCLID info from Gravity Forms to ZohoCRM

      We are switching to Gravity Forms from Zoho Forms and I cannot find any good info on how to make sure my GCLID tracking info is pushed through to the CRM through my new forms. There was an article in the documentation about placing something within the

    • Issue Configuring SSO Integration with Cognito in Zoho Help Center

      Dear Zoho Support Team, We have been working on configuring SSO integration for our Zoho Help Center using Amazon Cognito. While the setup appears to be completed successfully, we are encountering an issue when attempting to access the Help Center. The

    • Need manual aggregate column pathing help

      See linked video here: https://workdrive.zohoexternal.com/external/a5bef0f0889c18a02f722e59399979c604ce0660a1caf50b5fdc61d92166b3e7

    • Add blueprint buttons to listview and kanban

      Hello, just started to use the Blueprints feature - really useful. I have one suggestion to help this work even better - can there be transition buttons that appear on the top of listview & Kanban? Maybe an option as well - "Blueprint transitions appear

    • Merging contacts does fail because of help center membership

      I'm trying to merge two contact records (they are the same contact) where one of them is a member on the help center. The system warns me about this situation and then I de-activate this contact as an "End User" for the help center. Right now the system

    • Duplicate Contacts - how to get merge or delete

      I have noticed that our list of contacts in Zoho Desk duplicates contacts periodically.  I have yet to identify when or why.  How do I merge or delete them?  I see there is a "Deduplicate" but I am unable to find anything that explains this feature.

    • Admin Access to Direct Messages in Zoho Cliq

      Hi Zoho Cliq Team, We would like to request a feature enhancement to enable admin access to one-on-one conversations (direct messages) conducted through Zoho Cliq. Use Case: As administrators, there are situations where it becomes essential to access

    • "Mark as Spam" not working as expected

      Dear support, in the below scenario, clicking on "Mark as spam" identifies only the first of the checked emails as spam, removes that email from the visible list and leaves the rest of the list still visible & unchecked. I've tried check-marking them

    • Massive price increase for user licenses of Zoho Portal

      This actually a complaint about this announcement: https://help.zoho.com/portal/en/community/topic/free-user-licenses-across-all-portal-user-types You present this as an enhancement. And, yes, while reading the main part, I'd agree that (for smaller companies),

    • Elevating Email Security on Zoho Desk: DKIM Now Mandatory

      Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory for

    • Free user licenses across all Portal user types

      Greetings everyone, We're here with some exciting and extensive changes to the availability of free user licenses in CRM Portals. This update provides users with access to all Portal user types for free to help them diversify their user licenses and explore

    • Calendar - "super compact" week view

      every time i go to my calendar i have to re-engage the "super-compact view" for the week view...is there a way to make "super-compact" a default view so I dont have to keep on setting it manually?

    • Calendar - "pop up" locations

      One of the attractive features of google calendar and outlook calendar is that locations for events will start to automatically populate the location drop down menu as you type. Adding this feature to zoho calendar would be the final feature i need.

    • Using Zia in Zoho Sheet data to research the internet and return answer to a cell in Zoho Sheet

      I'm trying to see if Zia (connected with OpenAI key) can take data parameters stored in a Zoho Sheet to conduct research out on the internet then return an answer into the same Sheet. I'm trying to do the equivalent of using something like the =AI() function

    • [Free Webinar] Learning Table Series - Creator for the Education Industry

      Hello Everyone! We're thrilled to invite you to the Learning Table Series—a year-long initiative to demonstrate how Zoho Creator can transform industries with innovative and automated solutions. Each month focuses on a specific industry, and this time,

    • Remove the [## XXXX ###] from subject replies

      For our organisation we would like to have the [## XXXX ###] removed from subject replies. Cheers, Jurgen 365VitaalWerken

    • Self Client Authorization Issue

      Hi. Trying to test the api integration for Zoho Desk with the Self Client - Client Credintials flow method. I've created the self client, obtained the client id and secret, inputted "Desk.tickets.ALL" as my scope, and "ZohoDesk.[My Zoho Desk Org ID]"

    • Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

      We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

    • How Can I Easily Access and Manage My GEPCO Online Bill Using Zoho Sheets?

      Hello everyone, I'm looking for an efficient way to access and manage my GEPCO online bills. I've heard that Zoho Sheets can be a powerful tool for organizing and tracking bills, but I'm not sure how to set it up for this specific purpose. Does anyone

    • All notes disappeared

      I've been using the notebook app for over five years on my phone without being logged into an account. A few days ago I opened the app and all my notes had disappeared. Since then I tried restarting my phone, updating the app and logging into my account,

    • How to add tags to a record with jS SDK 1.2/ZohoEmbededAppSDK

      Hello Is it possible to add tags to a record with jS SDK : https://live.zwidgets.com/js-sdk/1.2/ZohoEmbededAppSDK.min.js ZOHO.CRM.API.updateRecord Thanks for insights

    • URGENT: Zoho Forms reCAPTCHA v2 Spam Issue

      Hello Everyone, We are encountering a critical issue with Zoho Forms despite having reCAPTCHA v2 enabled. Our business is accessibility-focused, and we are receiving a high volume of spam submissions, which is significantly affecting our workflow and

    • View all Products by pipeline deal

      Very good CRM I use it everyday only problem is modules not being interconnected especially products module. The main problem of products module are separated from contacts and company modules and only being connected to the Deals module. This way there's

    • Add "Lead Image" in Bulk?

      Each of our Leads is accompanied with a URL containing a photo of the lead when they come in. We currently have to manually download then upload the photo to the lead. This is a HUGE waste of time. Is there any way to AUTOMATICALLY add the photos to the

    • Map fields from CRM record to Finance Suite/Books Invoice fields

      I'm trying to auto-fill unique record specific field inputs that I have in my Contacts and Deals modules onto Invoices created from the record's finance suite related list upon creation.  One example is a field called "Job Number" that I have in my Contact

    • Add and Remove Agents from Departments and Groups in Zoho One

      Hi Zoho Flow Team, We hope you're doing well. Currently, Zoho Flow provides an action to add an agent to a group in zoho one, but there is no action to remove an agent from a group or a department. Another action that we find missing is the option to

    • Zoho CRM - best way to search an account and assign to a deal

      Hi Everyone I am looking for some advice. I want to find the best way to complete the below steps. We have a deal and once it reaches a certain stage we need to allocate a supplier / vendor to this deal along with the salesperson. I want to add (ideally

    • What's New in Zoho Analytics - December 2024

      Hello Users! We’re excited to bring you a roundup of the latest features and improvements in Zoho Analytics. These updates are designed to elevate your data analytics experience, making it more powerful, interactive, and seamless. Let’s dive in! Expanded

    • trying to access CRM Variables with JS SDK

      Hello i built a widget with Sigma, i create CRM VARIABLES in custom properties. I try to access them in function : ZOHO.embeddedApp.on("PageLoad",function(data) with : ZOHO.CRM.CONFIG.getVariable("mycrmvariable").then(function(data){ console.log("mycrmvariable

    • How to Assign Record Ownership in a Custom Form via API?

      Hello everyone, I’ve created a custom form in Zoho People and I’m using the API to manage its records. I would like to know how I can assign ownership of these records to specific users via the API. Is there a specific parameter or field in the API request

    • Writing on sketch cards is bugged when zoomed in

      When zoomed in, it writes a noticeable distance above or to the side of where you're actually trying to write. The further you're zoomed in, the more noticeable it is. Zooming is also entirely absent on the desktop version.

    • Private Project

      Hi, I would like to know if a user can create a Private project that only he's able to see it. Not even the ADMIN user. Thanks

    • Apple Messages for Business in Omnichannel communications?

      Hello, Apple launched "Apple Messages for Business" but Zoho CRM or Zoho Desk don't appear in the list of possible integrators. Zoho already promotes https://www.zoho.com/crm/omnichannel.html Omni Channel integration, but Apple Messages does not yet appear.

    • Accordion in tabs to create FAQs, etc.

      Accordion elements do not seem to be able to be placed in the tabs. It would be useful to be able to do this. Thank you.

    • Which are the IP addresses to use for 'split delivery' with Office 365? (Zoho mail inbound gateway)

      Hi, I'm trying to set up 'split delivery' (email routing) with Office 365. I'm following the instructions to set up Office 365 as the primary server (https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html) One of the prerequisites

    • Zoho Projects 2024 Recap

      Dear Users, As we conclude another remarkable year, it's the time to reflect on the journey we've just completed. The year 2024, defined by significant milestones, challenges, achievements, and important lessons. Every moment has contributed to the story

    • Next Page