Upcoming platform updates
Hello App Creators,
We'll be introducing the following updates to our platform in the coming weeks. Some of these introduce improvements and changes, and some may also require you to update your applications.
Please note that all release timeframes below are tentative. We'll update this post as we progress.
- - - - - - - - - - - -
Upgrade to the framework for exporting a record as PDF
Applicable to: All
Release timeframe: June, 2020
We'll be upgrading our framework that's used when a record in your application is exported as a PDF. We've beta-tested this for several months now and are confident that it won't negatively impact the PDFs of your records.
With this update:
- The table and subform headers will be repeated on all the pages that display the table or subform content
- CSS-based page breaks will be supported
- An output PDF's size may increase when the content contains images
This is a precursor to the "PDF enhancements for records" (from our previous post), which is delayed due to technical reasons.
- - - - - - - - - - - -
Editing records in bulk
Applicable to: Accounts using the New UI or Creator 5
Release timeframe: June, 2020
To avoid performance issues while accessing reports, we'll be limiting the number of records that can be edited in bulk to 1,000. An error will be thrown to prevent this.
- - - - - - - - - - - -
URL validation for the image field
Applicable to: All
Release timeframe: June, 2020
The image field can currently be configured to accept URL input. We'll be adding a validation to it so that it only accepts a URL that starts with http or https. This validation will affect existing records only when they're edited.
- - - - - - - - - - - -
Creating bidirectional relationships
Applicable to: All
Release timeframe: June, 2020
You'll be restricted from creating bidirectional many-to-many (M:M) relationships that use a subform at one end and a multi-select lookup field on the other. In other words, you won't be allowed to set Multi Select or Checkbox as the Display Type when you add a lookup field using an existing, subform-based relation.
Please note that you can still create bidirectional relationships with the following combinations
- - - - - - - - - - - -
Navigating from one detail view to another
Applicable to: Accounts using the New UI or Creator 5
Release timeframe: June, 2020
In reports, the Link to view property of the lookup and subform fields can be customized to allow end users to navigate to the related record's detail view. We'll be restricting this navigation to five levels.
- - - - - - - - - - - -
Link names of name and address subfields
Applicable to: All
Release timeframe: In phases, as given below
Currently, when a form contains multiple name or address fields, the link name of their subfields are unique across the form. For example:
Link names in the first field | Link names in the second field | Link names in the nth field | |
Name | Name | Name1 | Name{n} |
Prefix | prefix | prefix1 | prefix{n} |
First Name | first_name | first_name1 | first_name{n} |
Last Name | last_name | last_name1 | last_name{n} |
Suffix | suffix | suffix1 | suffix{n} |
We'll be correcting this behavior to ensure that the link names of the subfields remain the same. This'll be phased in as follows:
- June, 2020 - We'll introduce a fix for name and address fields you add, so that subfields names are not appended with numerals (as explained above).
- Jul-Aug, 2020 - We'll be updating the existing name and address fields in phases so that their subfield link names are the same. This will not break any application configuration. However, you'll have to ensure that the right link names are used in the API requests to your applications.
- - - - - - - - - - - -
Triggering On User Input scripts
Applicable to: Accounts using the New UI or Creator 5
Release timeframe: Deprioritized for now
Currently, when an input is set in a field via Deluge script, its On User Input script is triggered even when there's no change in its value. We're going to change it so that the script is triggered only when there's a change in the field's value.
- - - - - - - - - - - -
Field types for grouping and sorting records
Applicable to: Accounts using the New UI or Creator 5
Release timeframe: July, 2020
With regard to grouping and sorting records, we'll be retiring support for the usage of the following field types: multi line, rich text, file upload, image, URL, and signature.
- This change will apply to your current reports, as well
- To assist you in finding the reports that'll be affected by this change, we plan to display banners while you're accessing and editing such reports
- - - - - - - - - - - -
Calendar reports embedded in pages
Applicable to: Accounts using the New UI or Creator 5
Release timeframe: June, 2020
A lot of users have reached out to us about seeing extra vertical scrollbars while accessing calendar reports that are embedded in pages, especially the Day view. We're going to fix these. This heads up is to let you know that these fixes may affect the height that embedded calendar reports consume in pages.
- - - - - - - - - - - -
Domain change for Creator apps
Applicable to: All
Release timeframe: Not yet decided; this is a very early heads up
To make the domains of Creator applications consistent with other Zoho services, we'll be making the following changes:
- With regard to accessing applications and their components, app.zohocreator.<ccTLD> will be replaced by creatorapp.zoho.<ccTLD>
- With regard to accessing published components, creator.zohopublic.<ccTLD> will be replaced by creatorapp.zohopublic.<ccTLD>
Notably, we're planning to get the new domain to also serve as a testbed for the "Old Live" accounts to experience the New UI, without enabling any properties at the account or application level.
Please note that your current implementations will continue to work as-is - you don't need to make any changes right away.
Please note that your current implementations will continue to work as-is - you don't need to make any changes right away.
Here's a rough outline of how this transition will occur:
- We'll switch on the new domains. This'll enable you to try them and implement them in your applications.
- We’ll redirect the current domains to the new ones.
We’re also planning out the resources that'll help: relevant how-to documents, Deluge variables (we’re exploring), alert messages at appropriate places (like the Deluge editor), etc.
We'll keep this space updated as we progress.
- - - - - - - - - - -
Please comment below if you have any questions!
Best,
Lakshman | Zoho Creator
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
Lakshman G
Ari Adar
q2labsolutions
Vic
Jmadrid
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
Create custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions wereIntroducing the locking option for CRM records
Last modified on 06/04/2023: Record locking option in CRM is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Hello All, Hope you're doing well! We're thrilled to introduce our latestTwo new enhancements in Zoho CRM: Introducing new criteria for user fields and displaying group information in users page
Announcement moderated on 14th June, 2023. Dear All, These enhancements are opened for all users in all DCs. ------------------------------------------------------------------------------------- Dear All, Hope you're well! We are here with two usefulTip #49- Navigating the Remote Support Dashboard in Zoho Assist- 'Insider Insights'
The Remote Support dashboard in Zoho Assist is designed to help technicians quickly access, manage, and monitor all their support sessions from a single, intuitive interface. Whether you’re starting a new session, managing ongoing connections, or reviewingBMI formula
I've been trying for hours to calculate BMI using height and weight as my only inputs. It's a simple calculation and I even went to ChatGPT to help me figure this out in Zoho Forms, but it led me down a path of "try this" and "try this". None of my attemptsSEO on blogs
Hello, google is not able to find my blogs. Can you advice me if I need to change some settings or anything else to make it retrievable via SEO many thanks, hansCustomised Funnel
We are running the standard plan for our ZOHO CRM. I have been asked if there is a way to combine data from the Calls module, Deals module and Contact Module into 1 funnel, similar to the view you can get when viewing Deals By Stages, you can see theDuplicated Notebooks
Out of the blue, almost all of my notebooks got duplicated and the different copies contain different information. Some seem like older copies than the others. I use the linux desktop app and sometimes the Android app. I assume that the sync failed at some point and was unable to merge the two versions together. But I'm afraid to add anything else to my notebook because if it can't properly sync 5 notebooks with only a handful of notes each, what will happen when I have hundreds of notes and I loseSamsung Keyboard Issues with Notebook
Dear Users, We're sorry to inform you that some of our users are experiencing certain issues like scrolling, delay/lag, cursor placement especially within the text notes. This occurs mainly due to Samsung Keyboard compatibility with Android 13 and someMind mapping in Zoho Projects
Good morning, I would like to congratulate the Zoho team for building such an inovative and responsive application that fits in the daily challenges of so many work groups. I would like suggest you another functionality that helps a lot in project planning and development: mind mapping. Mind mapping would be of great help for brianstorming, knowledge management and other needs in online collaboration. Thanks and wish you all the best! George Maha Empresa Júnior Multidisciplinar do Instituto deTrying to show the actual Terms & Conditions on PDF
Hi, On Zoho forms I am trying to have the actual terms and conditions that the user needs to accept also show on the pdf that they receive after. Right now it only says "Agreed". Please help.Retainer invoice in Zoho Finance modlue
Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.Introducing the revamped What's New page
Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the mainWhat's New in Zoho Inventory | August – October 2025
Hello customers, The last quarter has been incredibly productive! We've released a powerful slate of new features and enhancements in Zoho Inventory designed to give you better control, greater efficiency, and expanded functionality across your inventoryDocuments don't sync properly
Hello, My team recently moved to Zoho workDrive, some of my team, work remotely so we believed Zoho would be the best way to share and edit files as well as access files withing the team. However we are experiencing sync issues, when a file is uploaded in the file explorer and shows sync complete, same file can be seen on the Zoho web app but other team members can't see the said file because it is not syncing properly. i figured out that if i were to go to preferences in settings and resync theWe are looking for an experienced Zoho Developer
Hi Everyone! We’re on the lookout for a skilled Zoho Developer with hands-on experience in the Zoho Developer Platform (The Vertical CRM Platform) and if you don't know what that is, then you are not the person we are looking for. You would also needInitiate approval workflow after "on edit --> on success"
Dear Community, currently I am working on a initiative tracker which should handle approval workflows based on different initiative status. As far as I understand, an approval workflow can be triggered (only?) when data is entered for the input form to the database. Example: A new initiative is created and submitted. --> Approval Workflow triggered Here comes my question: Is it also possible to trigger an approval workflow if the form was "simply" updated? (on edit --> on success) Imagine the initiativeTax Deductible Donations to a Charity Organisation
For Australia, what's the best/proper method for entering an expense that is a tax deductible donation to a charitable organisation. And thus is appears correctly in Accounts and BAS as a GST payable deduction?Enhancing Zia's service with better contextual responses and article generation
Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic whileSimultaneous use of WhatsApp Account in SalesIQ and ZohoDesk
Hi, We have only one number registered in Meta, it's possible use same account for two apps? All times here we try is stopping in SalesIQ. Regards,External lookup fields to synchronise with Analytics
Hello. I suggest adding external lookup custom fields to the Zoho Analytics integration settings. Currently, these types of fields are not available for synchronisation, so they cannot be used to generate reports with related tables in Analytics. ThankCan we create Sprint with tasks from Multiple projects?
Hi Team, We were using Zoho Sprints for quite sometime. Currently we have started the process of Sprint method. We couldnt create the active sprint board with the tasks from multiple projects. I would like to know whether this is possible or Any timelineWe should have an option to Toggle Off KB Article Links in AI Answer Bot Replies
Hi everyone, I'm creating this topic to share a feature idea that I think would improve the customer experience when using the AI Answer Bot for self-service. The Current Behavior (The Problem) Currently, when the AI Answer Bot generates a summary orBoot Loop After Removing Service from Client via Admin
We have multiple laptops experiencing a boot loop / unable to login after the Zoho Remote service was removed from their machine remotely via the desktop client. The Windows sign-in screen is not available, and users are unable to login. This seems likeRequest Backend Correction — Domains Mapped to Same Help Center (Multi-Brand Setup Failure)
Hello Zoho Desk Support Team, I need assistance correcting a domain-to-brand mapping issue in our Zoho Desk instance (The Blue Ribbon Project). Both of our verified domains currently point to the same Help Center instead of separate brand portals. Currentis there any option to enable the participants interact - can write on the screen, while the screen is shared by the host?
this is most expected features - for teaching children. is there any option to enable the participants interact - can write on the screen, while the screen is shared by the host?How to disable the Login button in Desk Helpcenter
Hey there, I'm testing out whether the help center within Zoho Desk could replace our existing Customer FAQ. I tried to customize the themes for the public help center frontend, but stumbled across the login button in the navigation bar. Is there anyVery long loading times | bad performance [ZOHO DC: EU]
Hello there, we have recently noticed that the loading times have become extremely long when retrieving tickets and ticket details. For example, I open any ticket and get the following view. The subject and standard information (ticket owner, status etc.)Client Portal ZOHO ONE
Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that wouldRemembrance Day to Remember – Recalling Values
The phrase “at the eleventh hour” refers to the 11th hour of the 11th day of the 11th month in 1918, when the hostilities of World War I came to an end—but it still holds meaning today. Remembrance Day (Veterans Day in the US) is observed on NovemberCRM 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 filesSubforms in stateless forms
I think the title says it all. We need to be able to add subforms to stateless forms. Currently the only workaround is to create a Form and delete each record upon submission of the form. I need to build an interface to update our inventory. BasicallyPaste issues in ZOHO crm notes
Hi, since a week or so I have issues with the paste function in ZOHO CRM. I use "notes" to copy paste texts from Outlook emails and since a week or so, the pasting doesnt function as it should: some text just disappears and it gives a lot of empty lines/enters.....Standard Payment Term is not pulled from account to quotation
Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get theZoho Analytics Export API
Hi Team, I’m working on some integration tasks and wanted to confirm if it’s possible to retrieve a Zoho Analytics table as JSON data using a Deluge script. I’ve already stored my custom data from multiple sources and combined it into a single source.Best way to display complex Bookings Consultation Descriptions on Zoho Site?
I am a new user so apologies if this has been asked before. I couldn't find any answers in the forum. We offer 18 complex Consultations to our subscribers. Our current platform lets me put detail on these Consultations thoroughly (200-300 words) duringGmail is ramping up its email sender policy as of November 2025
Hello marketers, As you may be aware, Gmail introduced a guideline for bulk senders starting February 2024. If not, here's a quick refresher straight from Google: After this policy was announced first in 2023 and soft-implemented in February 2024, weModifying iframe data of Zoho booking iframe
Hello, I have integrated a Zoho Bookings embedded iframe into my website. Currently, I am pre-filling the booking form with default values as part of our process flow. However, I want to ensure that if an input field is already populated with a defaultZoho CRM Workflow and Function Backup Options
Hi everyone! I have been able to make several backups of my CRM data and noticed that the Workflows and Functions are not included in these backups. To my knowledge, there is no backup feature for workflows and functions, which is problematic in of itself.Enhance Sign CRM integration
Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and SignNext Page