Zoho Creator : Paint your records using Canvas Builder!

Zoho Creator : Paint your records using Canvas Builder!


Dear Creators,

We're thrilled to bring you an incredible new feature - the Canvas Builder, the solution that directly addresses the "user experience factor"! This cutting-edge tool is live now, and we are delighted to share how this feature will revolutionize the way you design detailed views for your records within Zoho Creator.

There is no longer a one-size-fits-all approach for every organization, and Canvas provides the precise flexibility we require, with its wide range of customization options. It offers a a simple drag-and-drop editor and pre-designed templates for every industry and department.

Great design drives usage and offers an immersive experience!

Designing made easy

You can now create stunning templates effortlessly. Canvas builder offers you three flexible options that makes re-ordering and visualizing your data easy, thereby drawing attention to essential information quickly and efficiently.

Gallery Templates

We have curated a collection of ten professionally designed templates for you to choose from and design your requirements. Simply select the one that fits best your needs , and with our live data preview, you can visualize how your template will appear in real-time and customize it exactly the way you have envisioned.


  

Create from Scratch

Unleash your creativity! Similar to working on a real canvas, you can intuitively drag and drop elements anywhere on the builder to start crafting your design. The builder is divided into three sections - Data, Elements, and Style - allowing you to customize every aspect of your template with ease and creativity.



Import Templates:

Canvas also allows you to download the custom template you've created in JSON format from the Canvas Builder. Importing these templates directly into your detail view saves you time and effort, making it a breeze to have your layout ready in no time.



A Plethora of Features

The Canvas Builder is packed with a plethora of features to ensure a seamless design experience. By organizing your data components the way you want and applying attractive designs, you are not only making your layouts presentable, but also extremely functional by offering your users exactly what they are looking for, the moment they land on record's detail view.

Drag and Drop Fields: Effortlessly add form fields, system fields, custom actions, blueprints and other add-ons to your canvas by simply dragging and dropping them, thereby streamlining the process of designing your dream layout.   

Primitive Elements: Explore an extensive set of primitive elements available in the Elements section. You can easily incorporate these elements into your design by dragging and dropping them wherever you desire.

Style Customization: The Style section empowers you to format all elements and fields according to your preferences and brand identity, ensuring a consistent and appealing visual appearance.

Use-case

Let's explore the Canvas feature with a real-time use case to provide a clearer understanding of its practical applications. 

Assume that Sam, a real estate entrepreneur wants to use the Canvas Builder in Zoho Creator to create personalized and visually appealing layouts for his property listings.

Accessing the Canvas Builder

  1. Sam logs in to his Zoho Creator account.
  2. He navigates to the "Reports" section from the main dashboard.

Initiating Canvas Layout Creation

  1. Within the "Reports" section, Sam identifies the "Detail View" option.
  2. Sam finds the "Create Custom Layout" button under the "Detail View" section.
  3. When he clicks the button, the Canvas Builder opens up.


 

Selecting Design Preferences

In the Canvas Builder, Sam is presented with two options: pre-designed gallery templates and designing from scratch. He decides to select a template from gallery templates to create a unique layout for his property listings.


Previewing with Live Data

In the "Gallery Templates" section, each template will load with Zoho Creator's live data. This enables Sam to preview each template and visualize how his property listings will appear in the live view using actual property information.



Customizing the Layout

Sam can intuitively drag and drop essential fields, including property details, location, and pricing, from the "Data" section onto the Canvas builder.
He explores and incorporates various primitive elements such as Tabs, Lines, Sections, Buttons, and Icons, aligning them as needed to create an appealing layout.



Styling to Match Brand Identity

Within the "Style" section of the Canvas Builder, Sam customizes fonts, colors, alignments, and spacing to ensure brand consistency and professional presentation. He can also apply his application's theme color or variations of the same inside the builder.



Width Adjustment

Sam sets the width of elements in the layout as "fluid" for some elements/components, allowing them to expand automatically and fill available space.
For other elements/components, he chooses "fixed" so that they will retain their default width.



Organizing Data with Tabs

To enhance the user experience, Sam effectively organizes property data by dragging related blocks into tabs within the layout.
Related blocks are nothing but Lookup and Subform data which are associated in the parent form.
This logical arrangement ensures that potential property buyers can easily access relevant information.


 

Creating Custom Actions:

In the Canvas Builder, Sam has the option to create custom actions that enhance the functionality of his property listings.
He creates a custom action to allow users to directly inquire about a property through the layout.



Fine-tuning Field Properties

Sam utilizes the "Properties" tab for each field to fine-tune specific properties according to his real estate business requirements.
He customizes the display format for the property pricing field to show currency symbols and decimal places.
For example,  he can customize the prefix, suffix, first name & last name properties for the name field i.e., he can hide/show the sub fields as required.


Applying Conditional Formatting

Sam applies conditional formatting to highlight essential data within the layout, such as displaying urgent listings with eye-catching colors.
This feature ensures that potential buyers can easily identify critical information and make informed decisions.



Importing and Exporting Templates

The Canvas Builder offers Sam the option to download pre-built templates in JSON format using the "Export" button. He exports his custom layout as a template for future-use or to share it with his colleagues to re-create the exact layout in other apps.



Ensuring Responsive Web Support

Canvas templates are initially supported for web use only, to ensure a seamless user experience on desktop browsers.

Thus, Canvas is truly a game changer in that it's all set to catapult your Creator user experience to new horizons. And the icing on the cake — you don't need to write a single line of code — and that, in other words, is the pinnacle of customization.

🔗 Access the Canvas Builder now and embark on a journey of crafting beautifully designed layouts with ease!

Release plan:

The canvas builder has been rolled out on August 1, 2023.

Help documentation: 

 
Thank you for being an integral part of the Zoho Creator community. Your feedback is invaluable as we continuously strive to improve and expand our offerings.

Stay tuned for more exciting updates!

Regards,
The Zoho Creator Team

 

    Access your files securely from anywhere






                    Zoho Campaigns Resources


                          Zoho Developer Community



                              Bootcamp
                              Community
                              Pricing
                              Webinars
                              What's New
                              Integrations
                              Contact Support
                              Contact Sales

                                Zoho Survey Resources
                                  Features
                                  Survey Templates
                                  Integrations
                                  Community
                                  iOS Mobile Surveys
                                  Pricing
                                  Android Mobile Surveys
                                  Insurvey Blogs
                                  Insight Blogs
                                  Tips & Tricks






                                              Latest Feature Updates

                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts




                                                    Zoho SalesIQ Resources

                                                          • 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


                                                          Manage your brands on social media
                                                          Access Zoho Social

                                                            Zoho Pagesense Resources


                                                                Zoho TeamInbox Resources

                                                                  Zoho DataPrep 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

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources


                                                                                            Zoho Writer Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ




                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

                                                                                                            Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

                                                                                                          • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

                                                                                                            Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use

                                                                                                          • Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider

                                                                                                            I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's

                                                                                                          • Zoho Analytics Regex Support

                                                                                                            When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.

                                                                                                          • Change of Blog Author

                                                                                                            Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan

                                                                                                          • Show Attachments in the customer portal

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

                                                                                                          • Zoho CRM Formula - Current Time minus Date/Time field

                                                                                                            Hello, I am trying to prevent duplicate emails going to clients when more than 1 deal is being updated. To do this, I would like to create a formula to identify if a date/time field is >= 2 hours ago. Can someone please help me write this formula? Example:

                                                                                                          • Does Zoho Docs have a Line Number function ?

                                                                                                            Hi, when collaborating with coding tasks, I need an online real time share document that shows line numbers. Does Zoho's docs offer this feature ? If yes, how can I show them ? Regards, Frank

                                                                                                          • Please make it easier to Pause syncing

                                                                                                            right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.

                                                                                                          • Export PDF File Name

                                                                                                            Is it possible to change the default Zoho .pdf naming scheme for inventory items like quotations? Would like to use the the Subject as the default quote name. Is this possible?

                                                                                                          • Feature Request - Insert URL Links in Folders

                                                                                                            I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create

                                                                                                          • Organization Emails in Email History

                                                                                                            How can I make received Org Emails to show up here?

                                                                                                          • how to differentiate if whatsapp comes from certain landing page?

                                                                                                            I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp

                                                                                                          • How to sync from Zoho Projects into an existing Sprint in Zoho Sprints?

                                                                                                            Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that

                                                                                                          • Add Custom Reports To Dashboard or Home Tab

                                                                                                            Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad

                                                                                                          • How to record company set up fees?

                                                                                                            Hi all, We are starting out our company in Australia and would appreciate any help with setting up Books accounts. We paid an accountant to do company registration, TFN, company constitution, etc. I heard these all can be recorded as Incorporation Costs, which is an intangible asset account, and amortised over 5 years. Is this the correct way to do it under the current Australian tax regulations? How and when exactly should I record the initial entry and each year's amortasation in Books? Generally

                                                                                                          • How to create a drop down menu in Zoho Sheets

                                                                                                            I am trying to find out, how do I create a drop down option in Zoho sheet. I tried Data--> Data Validation --> Criteria --> Text  --> Contains. But that is not working, is there any other way to do it.  Thanks in Advance.

                                                                                                          • Show Payment terms in Estimates

                                                                                                            Hi,  we are trying to set up that estimates automatically relates payment terms for the payment terms we introduced on Edit contact (Field Payment terms).  How can it be done? Our aim is to avoid problems on payment terms introduced and do not need to introduce it manually on each client (for the moment we are introducing this information on Terms and Conditions.  Kind Regards, 

                                                                                                          • Rich-text fields in Zoho CRM

                                                                                                            Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile

                                                                                                          • Client Script - Updating Field Value in Detail Page of a Lead

                                                                                                            Hello, I'm trying to use Client Script To enrich some data of the Lead when one of my User fill the "City" field in the detail page of the Lead. This is my Script: log (value); var response = ZDK.Apps.CRM.Functions.execute("getInfoCitta", { "nomeCitta":

                                                                                                          • How can I calculate the physical stock available for sale?

                                                                                                            Hey Zoho Team,  I've tried to calculate the physical stock on hand in various ways - but always receive a mismatch between what's displayed in Zoho Inventory & analytics.  Can you please let me know how the physical stock available for sale is calculated?

                                                                                                          • When dispatched to crew, assigning lead missing

                                                                                                            Hello, For the past two or three weeks, whenever an officer assigns Service Appointment to a team, the lead person is missing from the assigned service list. Therefore, we have to reschedule the SA and then the lead person becomes visible in the assigned

                                                                                                          • Create Lead Button in Zoho CRM Dashboard

                                                                                                            Right now to create Leads in the CRM our team is going into the Lead module, selecting the "Create Lead" button, then building out the lead. Is there anyway to add the "Create Lead" button or some sort of short cut to the Zoho CRM Dashboard to cut out

                                                                                                          • open word file in zoho writer desktop version

                                                                                                            "How can I open a Microsoft Word (.doc or .docx) file in Zoho Writer if I only have the file saved on my computer and Zoho Writer doesn't appear as an option when I try 'Open with'? Is there a way to directly open the .doc file in Zoho Writer?"

                                                                                                          • I want to transfer the project created in this account to another account

                                                                                                            Dear Sir I want to transfer the project created in one account to another account

                                                                                                          • Inactive User Auto Response

                                                                                                            We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar

                                                                                                          • Weekly Tips : Customize your Compose for a smoother workflow

                                                                                                            You are someone who sends a lot of emails, but half the sections in the composer just get in your way — like fields you never use or sections that clutter the space. You find yourself always hunting for the same few formatting tools, and the layout just

                                                                                                          • Zoho Slowness - Workarounds

                                                                                                            Hi all, We've been having intermittent slowness and Zoho just asks for same stuff each time but never fix it. It usually just goes away on it's own after a couple weeks. Given that speed is a very important thing for companies to be able to keep up with

                                                                                                          • Custom Bulk Select Button

                                                                                                            Zoho CRM offers the ability to select multiple records and invoke a Custom Button This functionality is missing from Recruit Currently we can only add buttons in the detail page and list But we cannot select Multiple Records and invoke a function with

                                                                                                          • How to create a Zoho CRM report with 2 child modules

                                                                                                            Hi all, Is it possible to create a Zoho CRM report or chart with 2 child modules? After I add the first child module, the + button only adds another parent module. It won't let me add multiple child modules at once. We don't have Zoho Analytics and would

                                                                                                          • Zoho CRM still doesn't let you manage timezones (yearly reminder)

                                                                                                            This is something I have asked repeatedly. I'll ask once again. Suppose that you work in France. Next month you have a trip to Guatemala. You call a contact there, close a meeting, record that meeting in CRM. On the phone, your contact said: "meet me

                                                                                                          • Power of Automation :: Smart Ticket Management Between Zoho Desk and Projects

                                                                                                            Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

                                                                                                          • First day of trying FSM in the field.

                                                                                                            What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app

                                                                                                          • BUG - Google Business Buttons - Add a button to GBP Post

                                                                                                            I am experiencing an issue with the "Add a button" feature when creating posts for my Google Business Profile (GBP) through Zoho Social. When I schedule or publish a GBP post and include a call-to-action button with a specific URL, the post itself publishes

                                                                                                          • Rich text Merge field - Not using font specified in HTML

                                                                                                            I have a rich text merge field in a writer template which is creating a table. I have chosen to use this method instead of a repeat region because I need to specify specific cell background colours which change every time the document is created. The

                                                                                                          • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

                                                                                                            Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these

                                                                                                          • CC and/or BCC users in email templates

                                                                                                            I would like the ability to automatically assign a CC and BCC "User (company employee)" into email templates. Specifically, I would like to be able to add the "User who owns the client" as a CC automatically on any interview scheduled or candidate submitted

                                                                                                          • Trying to export a report to Excel via a deluge script

                                                                                                            I have this code from other posts but it gives me an error of improper statement, due to missing ; at end of line or incomplete expression. Tried lots of variations to no avail. openUrl(https://creatorapp.zoho.com/<username>/<app name>/XLSX/#Report:<reportname>,"same

                                                                                                          • Zoho Reports Duplicating Entries

                                                                                                            I have a custom costing tab with a table where we entre invoices. These are under a Heading (PO Subject) and notes added in the form with different line items. In the reports, I have organised the report to group per PO Subject, with the total of the

                                                                                                          • Need help to create a attach file api

                                                                                                            https://www.zoho.com/crm/developer/docs/api/v8/upload-attachment.html Please help me to create it... It's not working for while. Do you have some example?

                                                                                                          • Next Page