Feature Request: Ability to set Default Custom Filters and apply them via URL/Deluge

Feature Request: Ability to set Default Custom Filters and apply them via URL/Deluge

I've discovered a significant gap in how Zoho Creator handles Custom Filters for reports, and I'm hoping the Zoho team can address this in a future update. This limitation has been raised before and continues to be requested, but remains unresolved.

The Issue
According to the official documentation, Custom Filters allow developers to create predefined filter combinations that users can select from a dropdown menu. This is a powerful feature for simplifying complex filtering scenarios for end users.
However, there is no way to set a default Custom Filter that automatically applies when a report loads, nor can Custom Filters be applied via URL parameters or Deluge scripts.
Example Use Case
Consider a simple Clients Report with Custom Filters for "Active Clients" and "Inactive Clients".
Desired behavior:
  • Report loads with "Active Clients" filter pre-applied by default
  • Users can remove the filter to see all clients
  • Users can switch to "Inactive Clients" filter when needed
Current reality: The report always loads unfiltered, showing ALL clients. Users must manually select the "Active Clients" filter every single time they access the report—there's no way to set it as the default.
The Problem
Zoho Creator provides excellent support for field-based filtering via functionality-based URLs—including operators like EQUALS, CONTAINS, BETWEEN, date ranges, and more. However, Custom Filters exist in complete isolation from all programmatic control.
Capability Field-Based URL Filtering Custom Filters
User can manually apply ✓ Yes ✓ Yes
Apply via URL parameter ✓ Yes
?FieldName=value
✗ No
Use operators (CONTAINS, BETWEEN, etc.) ✓ Yes
&FieldName_op=26
✗ N/A
Set as default on report load ✓ Yes (Report Criteria) ✗ No
Apply via openUrl in Deluge ✓ Yes ✗ No
Pre-select on embedded reports ✓ Yes ✗ No
"Hard" vs. "Soft" Filtering — The UX Problem
This limitation creates a fundamental UX trade-off that developers shouldn't have to make:
Approach Behavior User Experience
Report Criteria
(Hard Filter)
Permanently applied. Cannot be removed or changed by the user. Users are locked in. They cannot explore beyond the predefined criteria.
Custom Filter
(Soft Filter)
User-selectable. Can be applied, changed, or removed at will. Users start with a focused view but can remove it to see the bigger picture.
The problem: We are forced to use "Hard Filters" (Report Criteria) when the use case actually requires "Soft Filters" (a sensible default that users can adjust). This hurts the end-user's ability to explore data.
The "AND Logic Trap" with Pages:
Report Criteria is global—it persists everywhere: direct browser access, mobile app, embedded in Pages, and exports. When embedding a report in a Page, any criteria added via the Page Builder uses AND logic with the existing Report Criteria:
Report Criteria: Status == "Active"
Page Embed Criteria: City == "New York"
Result: Status == "Active" AND City == "New York"
You cannot "subtract" or override Report Criteria. If your "Clients Report" has hard-coded criteria showing only "Active" clients, you cannot embed that same report on an "Archived Clients" page. This forces you to clone the report entirely.
Custom Filters are designed to solve this—allowing a single report to adapt to different contexts. But without the ability to set a default Custom Filter via URL or Page embed, this flexibility is completely inaccessible.
The Current Workarounds (All Suboptimal)
To achieve "default filter" behavior, developers are forced into one of these suboptimal approaches:
Workaround 1: Report Cloning ("Report Bloat")
Many users simply duplicate the "Clients Report," rename it "Active Clients Report," and set hard-coded criteria. This leads to:
  • Application bloat with multiple near-identical reports
  • Violates the DRY (Don't Repeat Yourself) principle
  • Maintenance nightmare—changes must be applied to every clone
  • Confusing for users who see multiple similar reports in navigation
Workaround 2: URL Parameter Construction
Abandon Custom Filters entirely and replicate the filter logic using URL parameters:
// Instead of simply setting "Active Clients" as the default Custom Filter,
// developers must construct URL parameters manually:

base_url = "https://creatorapp.zoho.com/myaccount/crm-app/#Report:Clients_Report";

// Replicate the Custom Filter logic with field-based parameters
filter_params = "?Status=Active&Status_op=18"; // 18 = EQUALS operator

openUrl(base_url + filter_params, "same window");
Additional friction: Finding the correct Operator ID (e.g., 18 for EQUALS, 26 for CONTAINS, 58 for BETWEEN) requires digging through documentation. Custom Filters abstract this complexity away—losing them forces developers to deal with these obscure codes.
Problems with both approaches:
  • Complex filter logic must be duplicated—once in the Custom Filter definition (for manual use) and again in Deluge scripts (for automation)
  • No single source of truth for filter criteria
  • Maintenance nightmare when filter logic changes—updates required in multiple places
  • Users see raw URL parameters instead of friendly Custom Filter names
  • Custom Filters with complex multi-field criteria become extremely verbose URL strings
What Should Happen Instead
Proposed Solution 1: Default Custom Filter Setting
Add a simple option in Report Properties to designate one Custom Filter as the default:
Report Properties → Custom Filters → [Filter Name] → ☑ Set as Default
When enabled, this filter would automatically apply when the report loads, while still allowing users to switch to other Custom Filters or clear it entirely.
Proposed Solution 2: URL Parameter Support
Allow Custom Filters to be specified via URL parameter, consistent with existing functionality-based URL patterns:
https://creatorapp.zoho.com/myaccount/crm-app/#Report:Clients_Report?zc_CustomFilter=Active_Clients
This would enable developers to programmatically direct users to reports with the appropriate Custom Filter pre-applied, using a single clean parameter instead of replicating complex field-based criteria.
Proposed Solution 3: Deluge Integration
Support Custom Filter names in openUrl calls:
// Clean, maintainable approach
openUrl("#Report:Clients_Report?zc_CustomFilter=Active_Clients", "same window");

// Instead of duplicating all the filter logic
openUrl("#Report:Clients_Report?Status=Active&Status_op=18", "same window");
Real-World Impact
This limitation affects any workflow requiring:
  • Default filtered views — A Clients report should show "Active Clients" by default, not all clients
  • Dashboard navigation — Clicking a KPI tile should open a report with the relevant Custom Filter applied
  • Email links to filtered reports — "Click here to see overdue invoices" should pre-apply the appropriate filter
  • Embedded reports in Pages — Different page contexts should show different default filter states without cloning reports
  • Mobile experience — On mobile apps, filters are hidden behind menus. Users often miss them entirely. A default Custom Filter ensures users see relevant data immediately without navigating through menus on a small screen
  • User onboarding — New users should see a sensible default view, not unfiltered data overwhelming them

Developer Impact: Custom Filters are excellent for end-user experience but nearly useless for automation and programmatic control. This gap forces developers to maintain duplicate filter logic—once in Custom Filters for manual use, and again as URL parameters for automation.

Request to Zoho Team

Can this be addressed in a future update?

The current implementation forces developers to choose between:

1. User-Friendly Custom Filters
Easy for users to understand and apply manually, but no programmatic control or default state
2. URL Parameter Filtering
Full programmatic control via ?FieldName=value&FieldName_op=constant, but complex to maintain and requires duplicating filter logic

We shouldn't have to choose—Custom Filters should support both user interaction AND programmatic control.

Community Input Requested: Has anyone else encountered this limitation or found a workaround? I'd love to hear how others are handling scenarios where a default Custom Filter is needed.


    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.






                              Zoho Developer Community




                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts





                                                              Manage your brands on social media



                                                                    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

                                                                                        • 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

                                                                                                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

                                                                                                                • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                                                                                                  Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                                                                                                • Project Management Bulletin: March, 2026

                                                                                                                  We are passionate about equipping our users with efficient solutions that help them run their businesses successfully. Our collective efforts over the past 2 years have culminated in the launch of Sprints 3.0— built with reliable features, impactful integrations,
                                                                                                                • Composite items inside of composite items; bill of materials needed

                                                                                                                  Hi Zoho and Everyone, I am evaluating whether Zoho Inventory will work for my small business. I grow and harvest herbs and spices but also get from wholesalers. I use all these items to make herbal teas, but also sell them as individual items on my Shopify store and Etsy. I discovered the composite item bundling and am wondering if I could get some assistance since there is no bill of materials: Our herbal company's best selling tea is a sleepytime tea. Sleepytime Tea can be purchased in three weights
                                                                                                                • Automation Series: Sync Task Status with Zoho Desk Tickets

                                                                                                                  In Zoho Projects, you can automatically close and reopen an associated Zoho Desk ticket when the status of a task is changed. This syncs the current state of the task with the support ticket without manual updates. For instance, a support team handling
                                                                                                                • Auto-Generate Line Numbers in Item Table Using HTML & CSS Counters (Zoho Books & Zoho Inventory Custom Templates)

                                                                                                                  <div> <style> /* Start counter from 0 inside tbody */ tbody#lineitem { counter-reset: rowNumber; } /* Increment counter for each row */ tbody#lineitem tr { counter-increment: rowNumber; } /* Show counter value in first column */ tbody#lineitem tr td:first-child::before
                                                                                                                • Does zoho inventory need Enterprise or Premium subsrciption to make Widgets.

                                                                                                                  We have Zoho One Enterprise and yet we can't create widgets on inventory.
                                                                                                                • Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

                                                                                                                  Release update: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. Hello everyone, We are pleased to share with you that Zoho CRM's Layout Editor now includes two new field formats—
                                                                                                                • New UI for Writer - Disappointed

                                                                                                                  I've been enjoying Zoho Writer as a new user for about 6 months, and I really like it. One of my favorite things about it is the menu bar, which you can hide or leave out while still seeing most of your page because it is off to the left. I think this
                                                                                                                • Zoho CAMPAIGNS working hours

                                                                                                                  Hi I use Campaigns Automation workflows to automate follow-ups to my Leads. I discovered this weekend that emails are being sent out on Sundays. How do I limit my Campaigns outgoing emails to business working hours? This is very important! Thanks, D
                                                                                                                • Depositing funds to account

                                                                                                                  Hello, I have been using Quickbooks for many years but am considering moving to Zoho Books so I am currently running through various workflows and am working on the Invoicing aspect. In QB, the process is to create an invoice, receive payment and then
                                                                                                                • Create Receipt of a Donation (not a sale)

                                                                                                                  We are a non-profit organization that receives general donations. How do I create a receipt of payment for the donor and categorize the payment as a Gift? I tried the method of creating an invoice; however that automatically created a "Sales" transaction
                                                                                                                • Function #2: Create a Deal in Zoho CRM when an Estimate is created in Zoho Books

                                                                                                                  For those who use Zoho CRM integrated with Zoho Books, here's a nifty function that helps you optimize your sales process by adding a Deal in Zoho CRM whenever an estimate is created in Zoho Books. Custom Function: To create the custom function, go to
                                                                                                                • New Custom View -Sorting the Custom fields

                                                                                                                  While creating a New Custom View in invoice , Customers, Bills ,expense etc , the sorting of custom fields are not available , a query function "order by / sort by  " may also be included in  Define new criteria module  which will be more beneficial to
                                                                                                                • Grouping Undeposited Funds to Move to other accounts

                                                                                                                  In the bank option it would be nice to check what transactions in undeposited funds I want to move to other accounts. Then while checking this it can accumulate totals and created whats essentially a deposit slip. Once the transaction is moved it should
                                                                                                                • Finding rhythm through poetry

                                                                                                                  Poetry has long been a powerful form of expression, discovery, and reflection. For many, it is a way to pen down their thoughts and experiences. The "poetic license" allows writers to shape their words with rhythm and flow. This year, on World Poetry
                                                                                                                • Sync your CRM Tasks with Zoho Projects

                                                                                                                  Zoho Projects integration with Zoho CRM helps you manage your tasks more efficiently. You can create all project related activities right inside your CRM using this integration. Create new portal or associate an existing portal, add projects to the portal,
                                                                                                                • Zoho CRM strips whitespace in text fields

                                                                                                                  When editing field text with multiple spaces: CRM - both UI and API trim / compress the whitespace to a single space when saving: Is this known / expected / documented behaviour?
                                                                                                                • WorkDrive API returning empty response even after placing file in Team Folder

                                                                                                                  Hi everyone, I am trying to fetch a file from Zoho WorkDrive using a Deluge standalone function in Zoho People. The API call executes successfully using a configured connection, but the response is coming back empty. I have verified the following: The
                                                                                                                • Custom Button makes scroll bar go down in report

                                                                                                                  I have a report with a Custom button called Completed. A colleague mentionned to me that when he pressed this custom button it scrolled down the page which is annoying since he want to stay at the same space on the repoort. There is no reload linked to
                                                                                                                • Quickbooks Integrations Stopped Working

                                                                                                                  All of our Quickbooks integrations have stopped working. I am checking in to see if: a) this is a known issue b) if anyone else is having this issue. As usual, Zoho support is unavailable.
                                                                                                                • sync two zoho crm

                                                                                                                  Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.
                                                                                                                • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

                                                                                                                  Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage
                                                                                                                • Incorrect Functioning of Time Logs API (Version 3)

                                                                                                                  We need to fetch the list of time logs for each task for our company internal usage. We are trying to achieve it by using the next endpoint: https://projects.zoho.com/api-docs#bulk-time-logs#get-all-project-time-logs Firstly, in the documentation the
                                                                                                                • Zoho CRM Queries Now Support Databases and Cloud Data Sources

                                                                                                                  Hello everyone! We're thrilled to announce a major enhancement to the Queries feature in Zoho CRM! Queries now support a broader range of external data sources, allowing you to fetch live data and combine it with CRM records, all using a unified query
                                                                                                                • Salesforceに添付ファイルを格納したい

                                                                                                                  お世話になっております。 Salesforceに添付ファイルを格納したく、カスタムオブジェクトに連携し、 「ファイルのアップロード」項目を設けました。 実際、エラーもなく送信出来たのですが、実際生成されたカスタムオブジェクトのレコードを見ると、どこにも添付ファイルがありません。仕様として、この添付ファイルはSalesforceのどこに格納されるのでしょうか? 今回作りたいフォームは、複数の書類を添付するため、Zohoformのファイルアップロード項目「本人確認書類」「源泉徴収票」などの項目を、Salesforce側にも設けた「本人確認書類」「源泉徴収票」という各項目にURLリンクとして紐づけたいと思っておりました。
                                                                                                                • Dynamic image in form works in the app but not on the customer portal.

                                                                                                                  img = frm_Fichas[ID == input.Nombre].Foto; imgno = Nophoto[ID2 = 1].Image; if(len(img) > 1) { img = img.replaceAll("/sharedBy/appLinkName/",zoho.appuri); img = img.replaceAll("viewLinkName","Fichas_de_personal_public"); img = img.replaceAll("fieldName","Foto");
                                                                                                                • Is it possible to retrieve function (Deluge) code from Zoho CRM externally?

                                                                                                                  Hi Everyone, Is it possible to fetch or retrieve the Deluge function code from Zoho CRM using an external method (API or any other approach)? I would like to know if there is any way to access or extract the function script outside of Zoho CRM, or if
                                                                                                                • Uplifted homepage experience

                                                                                                                  Editions: All editions. Availability update: 17th February 2026: All editions in the CA and SA DC | JP DC (Free, Standard and Professional editions) 23 February 2026: JP (All Editions) | AU, CN (Free, Standard, Professional editions) 27 February 2026:
                                                                                                                • Darshan Hiranandani : How many participants can join a Zoho Meeting at once?

                                                                                                                  Hi everyone, I'm Darshan Hiranandani, trying to find out the maximum number of participants that can join a Zoho Meeting at once. Has anyone here used Zoho Meeting for larger groups and can share their experience or knowledge about the participant limit?
                                                                                                                • Where is the scheduled report in New UI?

                                                                                                                  Hi Team, Seems there is not such a field in New UI, hence I have to switch to old UI to handle request..
                                                                                                                • Approval Workflow for Purchase Orders Abrir

                                                                                                                  The requirement is , that all purchase orders greater than or equal to 5000 go through an approval process from certain people, but within books I only see that the approvers can be by levels or any approver but we cannot enter a rule like these. Can
                                                                                                                • WeTravel + Zoho CRM Integration - Has Anyone Built a Connector or Extension?

                                                                                                                  Hi all, I'm exploring options for integrating Zoho CRM with WeTravel (booking & payment platform for tour operators). Zapier seems to be the common method but seems limited. I'm wondering if anyone in the community has developed a more comprehensive solution,
                                                                                                                • Option in pipeline deal to select which hotel or branch or store if client has more than one local store

                                                                                                                  Hi, I would like to know if there is an option in the deal pipeline to select which hotel, branch, or store a deal is related to—if the company has more than one location. For example, I have a client that owns several hotels under the same company, and
                                                                                                                • Undo article like/dislike

                                                                                                                  It seems to be not possible to undo your like/dislike for an article. Would be great if you can. Kind regards, Helen
                                                                                                                • Nested notebooks

                                                                                                                  Dear Sir/Madam, I would like to know if it is possible to nest notebooks. It would be very helpful when there are too many, as it would improve organization. Thank you for your response. Best regards.
                                                                                                                • Tax in Quote

                                                                                                                  Each row item in a quote has a tax value. At the total numbers at the bottom, there is also a Tax entry. If you select tax in both of the (line item, and the total), the tax doubles. My assumption is that the Tax total should be totalling the tax from
                                                                                                                • Issue with "Send Email" from Quotes not loading Email Template data

                                                                                                                  Hi everyone, I'm currently experiencing an issue when using the "Send Email" option from a Quote record in Zoho CRM. What’s happening: When I go to the Quotes module and select a record, then click Send Email, the attached file (Quote) correctly pulls
                                                                                                                • Dynamically Fetching Lookup Field Display Value

                                                                                                                  I have an audit trail form, Audit_Changes, that tracks old vs new values across different forms. For lookup fields, the old/new value is the ID, but I also need the display value. What's a best practice for dynamically fetching the display value of the
                                                                                                                • Stop Scrolling, Start Asking: Meet Zia for Your Files

                                                                                                                  Hey everyone 👋 The era of 'scrolling and searching' is officially over. Whether it's a dense legal contract or a long meeting recording, searching for specific details is a massive time-sink. We think you should be able to interact with your files, not
                                                                                                                • Introducing a smarter, faster, and more flexible charting experience

                                                                                                                  Hello Zoho Sheet users, We're delighted to share the latest news about a major update to charts in Zoho Sheet! The new version supports dynamic data ranges, granular styling options, faster loading, and other interesting enhancements that allow you to
                                                                                                                • Next Page