Upcoming platform updates

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:
  1. 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).
  2. 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.


Here's a rough outline of how this transition will occur:

  1. We'll switch on the new domains. This'll enable you to try them and implement them in your applications.
  2. 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

        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



                                                              • 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 capabilities
                                                              • 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


                                                              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

                                                                                                                • Is there a way to show contact emails in the Account?

                                                                                                                  I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail
                                                                                                                • Invalid scope choice: Workdrive integration in CRM

                                                                                                                  Bug: There is an invalid option in the permission choices for Workdrive integration in CRM. If the entry "WorkDrive.teamfolder.CREATE" is selected, it will return a message indicating invalid OAuth scope scope does not exist.
                                                                                                                • Dark Mode - Font Colors Don't Work

                                                                                                                  When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.
                                                                                                                • Good news! Calendar in Zoho CRM gets a face lift

                                                                                                                  Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
                                                                                                                • Zoho mail admin panel not opening

                                                                                                                • Zoho CRM WooCommerce Integrtation

                                                                                                                  Looking for a solution for my 50 client to show detailed analytics on source of traffic that led to events, leads, conversions. Hi all, I have not been able to find a workable guide or solution to how exactly step by step integrate the Zoho CRM with WooCommerce
                                                                                                                • Attaching files to emails within CRM Deals.

                                                                                                                  Hello, We have recently started using the extension "Workdrive for CRM" (Related List) to view/store our documents for each Deal, instead of using Attachments. Overall it feels like a better way to go but the user experience is not so great when it comes
                                                                                                                • 500 internal server error on opening an iframe through a deluge script

                                                                                                                  Hi Team I am trying to open an external url in an iframe through my deluge script which is associated to a custom button . By doing this i am getting an "Internal Server Error" . Please can you help me with this.
                                                                                                                • Kaizen #225 - Making Query-based Custom Related Lists Actionable with Lookups and Links

                                                                                                                  Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss an exciting enhancement in Queries in Zoho CRM. In Kaizen #190, we discussed how Queries bridge gaps where native related lists fall short and power custom related
                                                                                                                • Filter button in the Zoho Sheet Android App doesn't toggle on

                                                                                                                  I am a new Zoho Sheets user and experiencing a specific issue with the filter functionality in the Android mobile application. Detailed Issue Description: The filter icon appears correctly in the toolbar. Upon tapping the filter icon/button, the toggle
                                                                                                                • Is Zoho Sites still actively being developed?

                                                                                                                  Hello, Is Zoho Sites still actively being developed as part of the Zoho ecosystem? I noticed that the What's New page (https://www.zoho.com/sites/whats-new.html) does not show any updates since Q1 2025. We were considering migrating our website from Squarespace
                                                                                                                • Project Notifcatiion Emails - Milestone

                                                                                                                  Hello: I cannot get myself, or most importantly my portal client user to recieve an email upon completion of a milestone. I have set up our 1st project. I have set up a test client user. (accepted the invitation and is listed in the system as a client
                                                                                                                • Zoho Forms - Feature Request - Year Field

                                                                                                                  Hi Zoho Forms Team, You currently have the following date and time fields: Date Time Date and Time Year and Month It would be useful if you could include a "Year" field For example a recent application I completed said "What year was your house built?"
                                                                                                                • Integrate Excel or Zoho Sheet functions / calculations to CRM product module

                                                                                                                  Hello Community, I hope someone more experienced can help me with this question. Our price / payment plan calculations are in an Excel spreadsheet and I would like to use all those functions / calculations in my Products module. So when we send a quote
                                                                                                                • Sync CRM Contacts to USER'S contacts on Office 365

                                                                                                                  I can see that the O365 sync is transferring contacts backwards and forwards between Zoho CRM and Office365. But it has created a separate address book in Office 365 called "Zoho CRM Contacts". This address book is not used by Office/Outlook's email function
                                                                                                                • Manage Every Customer Conversation from Every Channel inside Zoho SalesIQ

                                                                                                                  Your customers message you from everywhere. But are you really able to track, manage, and follow through on every conversation, without missing anything? With interactions coming in from websites, mobile apps, and messaging platforms like WhatsApp and
                                                                                                                • Zoho Books | Product updates | February 2026

                                                                                                                  Hello users, We’ve rolled out new features and enhancements in Zoho Books. From Advanced Reporting Tags to the ability to mark projects as completed, explore the latest updates designed to improve your bookkeeping experience. Introducing Advanced Reporting
                                                                                                                • This project could not be synced because it is not associated with a primary client

                                                                                                                  When I go to ProjectName->Finance I receive a "This project could not be synced because it is not associated with a primary client" error. The project has been associated in ZohoCRM with the client. How can I set the primary client for this project. Other
                                                                                                                • Update latitude & longitude address field API

                                                                                                                  How do I update the coordinates of an address field from a widget? I can't modify the latitude and longitude of the address field. I think the problem is how I'm writing formdata variable. zoho_init.then(function (data) { var queryParams = ZOHO.CREATOR.UTIL.getQueryParams();
                                                                                                                • Zoho Forms - Feature Request - Past Into Scanning/OCR Field

                                                                                                                  Hi Zoho Forms Team, You recently introduced the OCR/Scanning field which I have found great use for with one client who receives work orders as a screenshot from one customer. I want to raise a feature request here which would make that field even more
                                                                                                                • inability to use different primary address on invoice per location

                                                                                                                  my company operates in two different locations with different email address. The problems then is the inability to edit the primary to suite the invoice for the second location.
                                                                                                                • Use Zoho Creator as a source for merge templates in Zoho Writer

                                                                                                                  Hello all! We're excited to share that we've enhanced Zoho Creator's integration with Zoho Writer to make this combination even more powerful. You can now use Zoho Creator as a data source for mail merge templates in Zoho Writer. Making more data from
                                                                                                                • Anyone in Australia using Zoho Books AND has their account with NAB?

                                                                                                                  Hi I have an account with both NAB and Suncorp. Suncorp transaction come in the next day however NAB transactions take 4-5 business days to appear. eg: A deposit made today in my Suncorp will be imported into Zoho tomorrow. A deposit made today to the NAB account will be imported maybe Saturday (Friday overnight). I have contacted both Zoho and NAB but noone seems to know why. I was just wondering if anyone else in Australia uses NAB and has this issue (or doesn't) maybe we could compare notes and
                                                                                                                • Detailed Balance Sheet for tax preparer

                                                                                                                  I'm using the free edition of Zoho Books. My tax preparer is asking for "detailed" Profit & Loss and Balance Sheet reports which include all the activity and transactions within the various categories. The default reports do not include these details.
                                                                                                                • Zoho Projects - Cloning a task does not trigger task workflow when created

                                                                                                                  Hello! I have a Project where my team uses a set of tasks from a tasklist as templates, so we could simply clone it and drag it to another list in kanban view to avoid creating a new one from scratch. The process works well, but after cloning it the new
                                                                                                                • Host Group Appointments Online in Zoho Bookings

                                                                                                                  Greetings from the Zoho Bookings team! We’re excited to announce a new enhancement to Group Booking that makes hosting online group events smoother and more professional than ever. You can now conduct online group events with auto-generated meeting links
                                                                                                                • Can't rename groups on Mac desktop app

                                                                                                                  I'm working on an up-to-date Mac with a freshly downloaded Notebook app. I'm trying to rename a group within a notebook. Here I have, left to right, a note, a group, and a note. I select the group. On the top left, I select Action. On the dropdown, "Rename"
                                                                                                                • Workdrive Collaboration with an External User

                                                                                                                  I would like to know if I can setup a collaboration space with an external user in workdrive or do I need to add them as a user on my system? If I need to add them, can I add them on Workdrive only and give limit access to our space only?
                                                                                                                • FSM integration with Books

                                                                                                                  Hi, I have spent a few months working with FSM and have come across a critical gap in the functionality, which I find almost shocking....either that, or I am an idiot. The lack of bi-directional sync between Books and FSM on Sales Orders/ Work Orders
                                                                                                                • Marketing Tip #23: Help customers with how-to guides and usage tips

                                                                                                                  Customers don’t stop needing you after they place an order. Helping customers use your product correctly and confidently can improve satisfaction, reduce returns, and increase repeat purchases. Sharing simple how-to guides, usage tips, or care instructions
                                                                                                                • Powering Customer Support with our women

                                                                                                                  In Zoho Desk support, women make up 50% of our team. We see this as one of our strengths, reflecting the spirit of this year’s theme, "Give to Gain". Our women find their balance Women carry many responsibilities — they represent frontline support, lead
                                                                                                                • Function #25: Automatically generate purchase orders from a sales order

                                                                                                                  We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is
                                                                                                                • ZOHO Reports are taking longer time to get refresh

                                                                                                                  Hi Team, Since last few days, I'm facing issues in getting updated reports. For eg: right after making an expense entry or even posting a journal, it is taking longer then expected for the updated reports. Refer below: "You are viewing the report that
                                                                                                                • Sales IQ chat is not working in signed android apk

                                                                                                                  I have integrated ZOHO sales IQ support chat and i have followed each step and its working fine in my development build but when i create signed APK for it. Chat does not work in it and showing awaiting for detail. I previously asked the same query but
                                                                                                                • How to add line breaks in zoho.cliq.postToUser(...) message?

                                                                                                                  In a CRM function using Deluge I'm sending this message and attempting to add some line breaks but they are ignored. Is there another way to add these breaks? My message: message: New urgent task\nDescription \nThis is a fake description.\n A new line?
                                                                                                                • Problem with CRM Connection not Refreshing Token

                                                                                                                  I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to
                                                                                                                • 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
                                                                                                                • Zoho Books Invoices Templates

                                                                                                                  It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.). If you have a sender and receiver address in
                                                                                                                • In Lesson Video

                                                                                                                  Can anyone help me with this? I'm not sure what happened. It suddenly became like that. I tried to reupload. I tried create a new lesson. Still the same. Please help!
                                                                                                                • emailing estimates

                                                                                                                  Shows up in the customer mail logs as sent but nobody is receiving them, even when I send them to myself I don't get them ??? Something wrong with the mail server or my end ?
                                                                                                                • Next Page