Augmenting subform capabilities
Greetings, everyone!
Finally, the day has come for us to announce some of the most anticipated, requested, and exciting updates to
subforms in Zoho Creator.
As you're aware, subforms are an integral part of Creator forms, as they help in establishing proper modelling of the app, collecting rows of data, and setting up users to enter data that has a parent-child relationship. With this new set of updates, we've bought in a paradigm shift to subforms, as they'll be getting an all-new look for an improved user experience, along with new capabilities for solving challenges. This post will give you a sneak peek into these new subform enhancements.
Do you find it difficult to scroll subforms horizontally? Do you wish you could drag and drop subform rows? Do you want to manipulate subform fields via Deluge script? Then your wait has come to an end—continue reading to learn more on how you can now do all of this in subforms.
Subform list and pop-up view
As announced in the
March 2023 post, the List
view type of subforms will display the subform as a pop-up, and the current method of displaying subforms has been christened
Grid.
To further understand how this can be helpful, let's put ourselves in the shoes of a supply chain manager. Their job requires them to regularly keep track of inventory lists in their warehouses.
Let's assume there's a form collecting warehouse details, like name, location, and stock inventory. For collecting the stock inventory details, a subform is present with these fields—Item No, Name, Manufacturer, Description, Cost Per Item, Stock Quantity, Inventory Value, Units Sold, Reorder Quantity, Reorder Date,
and
Person In Charge.
Now, the default view type will tire you out from scrolling back and forth horizontally, and results in a frustrating time-consuming process. We all long for a new way to avoid this and make data entry swifter.
To achieve this, make use of the new List option under
Subform->Field Properties->View Type.
List view, which looks similar to our list report, is a table-like subform without inline inputs. When you try adding or updating data in each row, a pop-up will be displayed listing out the fields with vertical scrolling, thereby ensuring a vastly superior user experience and more effective space management.
Crucially, it also helps to load subform rows quickly while editing records, by reducing the loading time.
While using an existing form as a subform, the form's exact structure will be replicated in the pop-up, to ensure consistency in the look and feel of the form. To understand this better, let's assume our form has a two-column layout, with
Section
and Note
fields. Now the same customizations will be displayed in the pop-up, too!
And that's not all—the new List view type is being extended to mobile apps, too. When it's enabled, the subform will be opened in the next screen, where users can add their data. This data will then be added as a subform row.
Custom sorting
Currently, the only sorting option in subforms is
field-based sorting, where you can choose a field based on which rows are sorted, either in ascending or descending order. Though this works well for basic cases, the need may arise in some cases to sort the subform in random order. With the new custom sorting support, you can effortlessly drag and drop subform rows to rearrange them.
To understand how it works, let's consider a task manager working on a To-Do List
form, to plan activities for a current project. For this, they have a main form collecting
project details, date-time,
and
milestones,
and a subform for maintaining the to-do list with the following fields:
Task Name, Description, Category, Status, Deliverables, Priority, and
Deadline. Here, before submitting the list, they want to rearrange some tasks based on their daily routine.
To achieve this, they use the Custom sorting option under
Subform->Field Properties->Sort type.
Now, with custom sorting, all they need to do to reorder the row sequence—both while adding and editing records—is simply drag and drop them in the required position.
The same order will be retained in reports or while opening the form for updating the list.
Note:
Custom sorting can be used both in List and Grid-type subforms.
Custom sorting will also be available on the mobile apps and you can effortlessly rearrange fields in subforms.
Deluge tasks for row-level actions
You can use a combination of workflows and Deluge scripts to help your subforms handle complex business logic. With that in mind, we formulated the idea of bringing in actions that help you take control at the row level of subforms.
In the past, you may have come across business scenarios which required you to hide/show or enable/disable a particular field in a specific subform row. Now, with new dedicated Deluge tasks, you can bid adieu to shortcuts and workarounds.
Note:
Deluge tasks can be used both in List and Grid-type subforms.
Enable/disable
The new enable and disable subform Deluge tasks can be used to enable and disable specific fields.
Syntax:
enable row.subform_field
disable row.subform_field
disable row.subform_field
Events:
On add row, On delete row, On user input of subform field
Let's assume a Vehicle form has fields like
Customer Name, Vehicle Model, and Date of Booking,
and a subform to collect payment details with the following fields:
Payment Date, Payment Method, Credit Card Number, Bank Account Number,
and
Transaction Ref Number.
Now, there are two payment options—Card and Netbanking. If Card is chosen, then the Credit Card Number field should be enabled and the Bank Account Number field should be disabled. Similarly, when Netbanking is chosen, then the Bank Account Number field should be enabled and the Credit Card Number field disabled.
Code snippet:
if(Payment_details.Payment_method == "Card")
{
enable row.Credit_card_number;
disable row.Bank_account_number;
}
if(Payment_details.Payment_method == "Netbanking")
{
enable row.Bank_account_number;
disable row.Credit_card_number;
}
{
enable row.Credit_card_number;
disable row.Bank_account_number;
}
if(Payment_details.Payment_method == "Netbanking")
{
enable row.Bank_account_number;
disable row.Credit_card_number;
}
Hide/show
The new show
and
hide subform
Deluge tasks can be used to show and hide specific fields.
Syntax: hide row.subform_field
show row.subform_field
show row.subform_field
Events: On add row, On delete row, On user input of subform field
Let's use the example of a rental property manager who needs to keep track of a list of properties that are available in every locality. For this, a form is used for collecting information like Locality and No of Vacant Properties, and a subform will be used to list property details with the following fields: Property Name, Address, Square Feet, Rent, Advance, Category, and Contact Number.
When the category is Brokerage, we need to hide the contact number of the landlord. We can use the new Deluge tasks to achieve this.
Code snippet
:
if(row.Category == "Brokerage")
{
hide row.Phone_Number;
}
else
{
show row.Phone_Number;
}
-----
That's it from us on our subform enhancements! We expect these updates to be rolled out in the upcoming weeks. Once done, we'll pop in a comment below and also update our Release Notes page.
Don't forget—your feedback helps us make Creator better and stronger. We'd love to hear what you think about these updates. Please use the space below or send your feedback to
support@zohocreator.com.
Regards,
Zoho Creator Team
Access your files securely from anywhere
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
Ashwin Vishal R
Jean Le Gal
stevesmith41
Darren Burn
Anurag Jaiswal
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
Zoho Invoice Customer Login Portal
Are there any plans for a customer portal to Zoho Invoice, ala Freshbooks? I would like customers that I invoice to be able to login to review invoices and invoice history. I have not switched from Freshbooks for this very reason.Random Leads are being created
Hi, Every few days I am getting random leads that are being created with no form interactions at all. The email addresses are from obvious spam, such as 'Easymerchantsx'. When I look at the timeline, there is a Visit record and then a Lead Created record,Print a price list or price book
Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (moreBar Chart -- sort X-axis
Hi! I created a bar chart ("Top 10 Products by Revenue") X-axis: Product Name Y-axis: Revenue Filter: Revenue - Top 10 Here's a picture: http://screencast.com/t/ZTJlZTdkNz The x-axis is sorted alphabetically by Product Name. How can I force it to sort numerically by Revenue?ZoHo Flow Custom Function not Processing JSON
JSON is being escaped and converting all the quotes in the JSON to '"' Here's the Code: void InsertRowInE123EligibitySheet(map input) { rawData = get("data",""); decodedData = rawData.htmlDecode(); data = decodedData.toMap(); sheet_id = "ID GOESManaging functions
Can someone let me know if there are any plans to improve the features for managing functions in CRM? I have lots of functions and finding them is hard. The search only works on the function name and the filter only works on function type. I have createdZoho FSM - Service Appointment Trouble Adding Field Agent
Hello, I just started using Zoho FSM and I'm currently adding older work orders from prior Field Service application I use. The work order that im trying to add is from an earlier date, and when I try to add a field agent to a service appointment it doesShifts in Zoho People vs Zoho Shifts?
Hello Zoho People Team, We hope you are doing well. We are evaluating the Shifts functionality within Zoho People and comparing it to the standalone Zoho Shifts product. We’ve encountered comments and discussions suggesting that the Shifts feature inside年内最後のユーザー向けイベント：5名限定！ 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (12/18)
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 12月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/QHn6kJAcRs-znJ1l5jk0ww ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。How do I get my account id?
Hello, I followed the instructions to get a list of accounts of the currently authenticated user (which is me, and I am logged in). But when I follow the below instructions I get the following error: ERROR: {"data":{"errorCode":"INVALID_TICKET","moreInfo":"Invalid ticket"},"status":{"code":400,"description":"Invalid Input"}} Instructions that I am following: GET - User account details Purpose The API retrieves the list of accounts of the currently authenticated user. Request URL http://mail.zoho.com/api/accountsThis domain is not allowed to add. Please contact support-as@zohocorp.com for further details
I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is theVAT and Taxes option not available
Dear ZOHO Team , The VAT and Taxes options in my ZOHO books account not available,I tried to find how to enable or check the way to use this option but unfortunately couldn't find it anywhere ,I'm in UAE ,kindly let me know what to do to solve this issueZoho Quartz Screen Recording
Hello, can we get access to Quartz, please, as a standalone solution? It would be great for creating training videos for current and future staff on how to use Zoho software according to our company requirements. Thank youauto close automated alert tickets which are similar
Hello ZOHO Community, we are using ZOHO Desk to process automated monitoring alerts. Scenario: Our monitoring system creates a ticket when a threshold is exceeded, e.g. Subject: Computer 1 – CPU usage 100% – Error A few minutes later, once the issue resolvesMaintain knowledge base integrity by moderating article comments
Hello everyone, A knowledge base provides a self-service platform where customers can refer to articles, user manuals, and other resources to learn about the company's products or services and troubleshoot problems. Often, readers leave a comment on theMaking another calendar your default calendar
I am trying to make another calendar my default calendar when I add events to it. It keep going to a single calendar, I need it to go to my google calendar by default, as this is linked to other services / websites. I cannot find an option to make itOption to Delete Chats in IM
Currently, there is no option to delete any chats in IM, regardless of their source.Referencing a cell from another sheet
My workbook has multiple sheets. Each sheet has some calcluated totals in certain cells. The front master sheet has a list of everything that is detailed on the other sheets, with the totals. These could change at any time, so the totals need to be references to the other cell's value, not a fixed number. So on the master sheet, I put in =, then go the other sheet and choose the cell and hit Enter. In regular Excel, this works. But in the Zoho sheet, it doesn't work. I have to edit the result byGroup mail for external email addresses
Hello, I was just wondering if the Group mail feature works with external email addresses - e.g. gmail.com or a completely different domain? it seems only internal addresses (hosted with Zoho) receive the mail. Thanks, OliverDont have backup option in setting
Hi guys. I started using zoho book a week ago. I bought premium package yet I don't have backup option in setting. I hope anyone can help me find a solution. Thanks in advanceThe email address you have entered belongs to a different deployment/region.
Hi, I am trying to create the user - mprust@crombiecomputers.co.uk but keep getting the message below - The email address you have entered belongs to a different deployment/region. Please contact support@zohoaccounts.com for assistance. Look forwardUse Zoho Flow Credits for CRM ‘Actions by Zoho Flow’
Hello Team, We would like to submit a feature request regarding credit usage for “Actions by Zoho Flow” in Zoho CRM. Use Case: We are Zoho One users and actively use Zoho Flow, where our organization has 52,000 Flow tasks per month. In Zoho CRM, we useUnusual activity detected from this IP. Please try again after some time.
Hello Zoho admin and IT team We are a registered website in Eloctronic services and we been trying to add our users to the zoho system but this issue faced us ,, hope you unlocked us please.Alert if a field is ticked.
Hi There, We have two modules named Opportunities (Deals) and End Users (CustomModule1), as per the image below. Within Opportunities, we have a lookup field that looks up from the End Users Module. We are looking to get an alert either via email or anotherZoho CRM Analytics - Allow To Reorder Dashboards
I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can goSending a Template to Sign
hi, trying to send a template to be signed using this as a test: $accessToken = "1000.xxx" $templateId = "1234" $uri = "https://sign.zoho.eu/api/v1/templates/$templateId/createdocument" $payload = @{ templates = @( @{ template_id = $templateId request_nameAdding Choices in a Sub-Form Dropdown
Hi, Has anybody tried Adding Choices to a Dropdown in a Zoho Creator Sub-Form programmatically? My Deluge code adds rows to a subform with 2 fields A and B. A - text field. B - dropdown. My Deluge script adds the row and displays A successfully. For theZoho CRM Email Templates 100% Width No Background How?
Hi, On the Zoho CRM Email Templates in setup > customization > templates > new templates > I choose blank template, but still it puts in a gray background and a max width for the email. I just want to make an email that looks like an email I would send from gmail that has no background or max width. How do you do this?Checking client unsubscribe details
Hi team, Can you please let me know where we can check if a client has unsubscribed, along with the date and time it was done? If this information is not available at our end, please help confirm the unsubscribe date for the below email ID from the backend:Optimum CRM setup for new B2B business
Can some advise the most common way to setup Zoho CRM to handle sales for a B2B company? Specifically in how to handle inbound/outbound emails. I have spent hours researching online and can't seem to find an accepted approach, or even a tutorial. I haveScan and Fill CRM Lookup Field
Not sure if there is a reason why this isn't possible or if I'm just missing it. But I would like to be able to use the scan and fill feature on the mobile app to prefill the CRM lookup field and fetch the rest of the data in the form.Customer Management: #2 Organize Customers to Enhance Efficiency
When Ankit started his digital services firm, things felt simple. A client would call, ask for a website or a one-time consultation, Ankit would send an invoice, get paid, and move on. "Just one client, one invoice. Easy.", he thought. Fast forward aZoho Mail and Zoho Flow integration to automatically create ToDo tasks from outbound emails
How do i setup Zoho Mail and Zoho Flow integration to automatically create ToDo tasks from outbound emailsAttachments between Zoho and Clickup, using Flow.
Olá suporte Flow, tudo bem ? Estamos usando o flow para integrar Zoho Desk com o clickup. Não localizamos a opção de integrar anexos entre do zoho Desk para o clickup. Gostaríamos de saber se migrando para o plano pago, teremos suporte para fazer a integraçãoAdding an Account on Zoho Mail Trigger in Zoho Flow
I'm trying to create a flow using the zoho mail trigger "Email Receive". My problem is that when I select this trigger, it only shows one account from the account dropdown. I'm planning to assign it on a different email. How can I add other email adLinnworks
Unless I am missing something, the Linnworks integration is very basic and limited. I have reached out to support but the first response was completely useless and trying to get a reply in a timely manner is very difficult. Surely I should be able toTest data won't load
I am using a Flow to receive orders from WooCommerce and add them to a Zoho Creator app. I recently received an order which failed, and when attempting to test the order I found that it just shows a loading animation and shows up in the history as "queued."AddHour resets the time to 00:00:00 before adding the hour.
Based on the documentation here: https://www.zoho.com/deluge/help/functions/datetime/addhour.html Here's my custom function: string ConvertDateFormat(string inputDate) { // Extract only the date-time part (before the timezone) dateTimePart = inputDate.subString(0,19);WhatsApp Link is not integrating
Hello, I am using zoho flow. when new row added in google sheet it sends email to respected person. In email body I have a text "Share via WhatsApp". behind this text I putted a link. But when the recipient receives email and wants to share my given infoZoho flow - Webhook
If I choose an app as a trigger in Zoho Flow, is it still possible to add a webhook later in the same flow?Next Page