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









                          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

                                                                                                          • Uploading data to S3

                                                                                                            Has anyone successfully uploaded data from Creator to S3 using the InvokeURL command or any other method in Deluge? (keywords: S3, AWS, Amazon, bucket)
                                                                                                          • UPS Label size when generated via Zoho

                                                                                                            We've integrated UPS with Zoho inventory. When creating and downloading the shipping labels they are created in a larger paper size. I'd like them to be generated to print on a 4x6 printer. Zoho have told me I need to do this within our UPS portal. UPS
                                                                                                          • Credit Management: #4 Credits on Unused Period

                                                                                                            Recall a familiar situation. You sign up for a monthly gym membership. You pay the subscription fee upfront, get motivated, and show up consistently for the first week. Then, suddenly, you get caught up in work deadlines, travel plans, or a dip in motivation.
                                                                                                          • Zoho Analytics Automatically Deletes Queries and Reports When a Synced CRM Field Is Removed

                                                                                                            We’ve encountered a serious and recurring issue that poses a massive data integrity risk for any Zoho Analytics customer using Zoho CRM integration. When a field is deleted in Zoho CRM — even an unused one — Zoho Analytics automatically deletes every
                                                                                                          • Prevent new Record Association

                                                                                                            Hello all, We have a small sales organization therefore, it's helpful for everyone on the sales team to be able to view the full list of accounts to assist in preventing duplicate accounts from being created. However we want to prevent people from creating
                                                                                                          • Tip of the Week #73– Automate workflow with Make integration.

                                                                                                            Make is a no-code workflow automation platform designed to connect your favorite apps and automate repetitive tasks across services. By integrating Make with Zoho TeamInbox, you can streamline everyday inbox management and save valuable time. With this
                                                                                                          • Viewing attachments

                                                                                                            I'm using a Web Form integrated in my web site to collect Leads several info, including a image upload. In order to to approve each lead, we have to view the image uploaded. Unfortunately, in the Leads view, the Attachments can only be downloaded, not
                                                                                                          • Kaizen #89 - Color Coding using Client Script

                                                                                                            Hello everyone! Welcome back to another exciting Kaizen post. Today let us see how you can apply color codes to the List and Detail Pages of Zoho CRM using Client Script. Need for color code in Zoho CRM When you mark things with different colors as a
                                                                                                          • Instant Sync of Zoho CRM Data?

                                                                                                            With how valuable Zoho Analytics is to actually creating data driven dashboards/reports, we are surprised that there is no instant or near instant sync between Zoho CRM and Zoho Analytics. Waiting 3 hours is okay for most of our reports, but there are
                                                                                                          • Is it possibly to directly set the tax amount on order instead of indirectly via tax rates?

                                                                                                            We own an eCommerce application and want to funnel submitted orders from that system into Zoho. We're already calculating tax in our application and just need a way to set it in Zoho. We tried to use Zoho's tax objects for tax by setting the rates to
                                                                                                          • Zoho account sign in with passkey

                                                                                                            Hello, I am trying to sign in using passkey, but the option doesn't show up in the web and is disabled in Oneauth on mobile, saying the admin has restricted the use. On the Admin page in Security MFA I can find no option for passkey. Help would be greatly
                                                                                                          • Rescheduled US meetups: Zoho Desk user meetups are coming to seven U.S. cities in October and November, 2025

                                                                                                            Hello to our Zoho Desk users in the United States, We're excited to share the revised dates for the upcoming Zoho User Groups happening across the US this summer. Our product experts are heading to seven cities throughout the country, and for the first
                                                                                                          • Checklists as templates

                                                                                                            Is it possible to save checklists as templates to reuse them in other tasks? Example: I have a web project. I maintain individual web URLs as tasks. Within the tasks the same checklist should be used again and again: - Page created in CMS - Properties
                                                                                                          • Send mass email using my secondary email

                                                                                                            Hello, When I send an email to just one person from Zoho CRM, a complete email editor appears, where I can choose which of my email addresses I want to use in the From field. When I send a mass email, there is not such option. I can only select the email
                                                                                                          • ZOHO TEAM INBOX Calendar Integration

                                                                                                            The Problem: Clients send meeting invitations to our TeamInbox address. TeamInbox receives these invites, but we cannot accept them. We do not use individual inboxes for transparency purposes. Ideal Solution: A way to accept calendar invites sent to our
                                                                                                          • Unearned / Deferred Revenue Automatic Calculation for Subscriptions

                                                                                                            As a SaaS business, we have multiple active subscriptions with varying dates and amounts. Is there a way to have a monthly automatic calculation for all of them that debits or credits the unearned revenue and revenue accounts accordingly? Alternatively,
                                                                                                          • Zoho Desk Limit for Comma Separated Queries

                                                                                                            Hi, I have just discovered a limit that I believed is not mentioned in any of Zoho's documentations. My search query looks like so: "query: {"accountId":"786050000091629966,786050000163589273,786050000163589427,786050000162753705,786050000162112971,786050000161987643,786050000160752868,786050000167089504,786050000167089378,786050000167089024,786050000167070005,786050000166295256,786050000128153693,786050000110560021,786050000046594575,786050000039106461,786050000002225356,786050000076889093,786050000047895103,786050000043365354,786050000044765191,786050000041790249,786050000040359116,786050000037945198,786050000024605077,786050000000525015,786050000155333895,786050000157741437,786050000000718125,786050000011574353,","departmentId":"786050000042648070","status":"Finished","sortBy":"createdTime","customField2":"cf_completion_date:2025-01-28T03:00:00.000Z,2025-10-28T03:00:00.000Z","customField3":"cf_billed:false"}"
                                                                                                          • Module Name doesn't exist

                                                                                                            I am trying to create a module named Activity, with plural Activities, but I have an error that module name already exists. This module is doesn't exist, and I don't have a single field called Activity or Activities.
                                                                                                          • Zoho Desk iOS and Android app update: AI powered: Reply Assistance and Refine Messages on IM module.

                                                                                                            Hello everyone! We are excited to introduce new AI powered features on the IM module of the Zoho Desk app. Reply Assistance: Reply Assistance generates suggested responses for incoming chat messages, which you can directly insert into the conversation
                                                                                                          • Is it possible to embed Youtube shorts?

                                                                                                            Hi Zoho desk support, This is Ryan from Accuver America. While I'm trying to create a knowledge base article with embed video, I ran into this issue. "www.youtube.com refuse to connect" A little bit background is that because this video is recorded on
                                                                                                          • Split functionality - Admins need ability to do this

                                                                                                            Admins should be able to split an expense at any point of the process prior to approval. The split is very helpful for our account coding, but to have to go back to a user and ask them to split an invoice that they simply want paid is a bit of an in
                                                                                                          • Delegates - Access to approved reports

                                                                                                            We realized that delegates do not have access to reports after they are approved. Many users ask questions of their delegates about past expense reports and the delegates can't see this information. Please allow delegates see all expense report activity,
                                                                                                          • How to include total km for multiple trips in expense report.

                                                                                                            Whenever I create a mileage report it only shows the total dollar amount to be reimbursed. The mileage for each individual trip is included but I also need to see the total distance for all trips in a report? How do I do this?
                                                                                                          • Get logged in user ID in Deluge script

                                                                                                            Hello all, How do I get the id of the logged-in user in a deluge script? the "zoho.loginuserid" function actually returns the users email address or whatever the user id they use to login to zoho with and not the id of the user record, and given that
                                                                                                          • Item Details Field - New Barcode / Document option?

                                                                                                            Is this a new feature??? its in both books and inventory.
                                                                                                          • Shared Mailbox - Mark as read for all users

                                                                                                            Hi all, Maybe someone can help me out. At the moment we have a shared mailbox without streams. When a users reads an mail or marks it as read other users will not see this. How can we resolve this? We now archive the mails when read and followed up. However
                                                                                                          • Can I export to PDF in Zoho Learn

                                                                                                            I have seen help pages where export to pdf options are available but I do not see that option available from the application. I see that exprt is available in my free trial version but that is only to html pages. I need to be able to export my manuals
                                                                                                          • Zoho Sites "pages" management page

                                                                                                            I have 80 plus pages on zoho sites. When I go to the "pages" link to view and edit pages, They are not in any kind of order, so I spend lots of time searching for pages when I need to edit or create new. How can I change the view order of all my pages
                                                                                                          • Staff rules

                                                                                                            Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.
                                                                                                          • Add Image Upload Field to Zoho Bookings Registration Form

                                                                                                            Hi, We would like to request the addition of an image upload field to the Zoho Bookings registration form. Currently, Zoho Bookings only supports text-based fields (e.g., Single Line, Multi-Line, Email, Checkbox, Dropdown, Radio Button, and Date), but
                                                                                                          • Merge Tags Output Incorrect Placeholder Text After CRM Sync

                                                                                                            Hi everyone, I’m experiencing an issue with merge tags in Zoho Campaigns after last sync of contacts and leads from Zoho CRM (days before everything worked perfectly). Here’s the situation (seems like a default configuration in Campaigns) : My leads have
                                                                                                          • UI Improvement - Ability to Collapse Flow

                                                                                                            The UI for Flow is generally pretty good. However, when multiple decision trees are used, the layout can get pretty convoluted and hard-to-follow (see one of my Flows below): In these cases, even the auto-arrange fails to make this something that a normal
                                                                                                          • Windows agent 2025_M02 release notes

                                                                                                            Agent Version: 111.0.3.300 Release date: 24 February, 2025 Various Major enhancements to improve overall performance and optimize the user experience. Squashed a few bugs to improve overall product quality.
                                                                                                          • Windows agent 2025_M01 release notes

                                                                                                            Agent Version: 111.0.3.299 Release date: 05 February, 2025 Major Enhancement: Live Monitor feature compatibility released. Major Enhancement: Updated Scaling for multi technician cases with Android and Web based viewers. Various other bug fixes and performance
                                                                                                          • how to record deferred revenue?

                                                                                                            Dear Zoho Team, We issue invoices relating to 12-month web hosting service. When we issue the invoice, we should record the entire amount of the invoice as DEFERRED REVENUE (ie. $10 x 12 mths = $120, balance sheet item). After the particular month of the hosting service, $10 of revenue has been earned and deferred revenue amount will be $110. We must keep adjusting the balance sheet and income statement over the course of the service until the company has fulfilled its obligation of services and
                                                                                                          • Narrative 13: Importing your data

                                                                                                            Behind the scenes of a successful ticketing system: BTS Series Narrative 13: Importing your data When importing data into an application, it is crucial to prevent data loss or duplication. These types of errors can hinder the development of a clean and
                                                                                                          • Blueprint Not Triggering When Lead Status Is Updated by Workflow (IndiaMART Integration)

                                                                                                            I have set up a blueprint that triggers when a lead’s status is “New Lead.” Our CRM is integrated with IndiaMART, and when leads are created from IndiaMART, their Lead Status is initially set to None. To handle this, I created a workflow that automatically
                                                                                                          • Update Subform in specific field(Status) without affecting other fields in Zoho CRM using Deluge?

                                                                                                            Scenario: PRODUCT Module(change name Plot) in any product status change From Available to Booked then on PROJECT Custom Module have Subform So, Subform name is Property Details now in that Subform 1 field is STATUS that update according to  product status
                                                                                                          • YouTube Live #2: Agreement Intelligence with Zoho Sign's eSign AI assistant

                                                                                                            Hi there, We're back again with our YouTube live series and this time, we'll take you through our holistic agreement intelligence powered signature workflows. Struggling to draft an agreement? Need help double-checking clauses and going through complicated
                                                                                                          • Can I Build a POS using ZOHO creator and integrate it with ZOHO Books?

                                                                                                            Hello,  I have a Zoho Books account and I was wondering if I can have a POS system that integrates with it. Primarily with Inventory, Customers and Payment and ofcourse Create invoices and credit notes.   So, would Zoho creator provide me with this solution?  Thank you, 
                                                                                                          • Next Page