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
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
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
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 toCreate 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" transactionZoho 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 inIn 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 ?Custom TDS on Vendor Credits via API
Hi, We are using Zoho Books APIs for posting Bills and vendor credits. We are unable to post custom TDS amount posting vendor credits. Can you please share the API spec and Payload that need to be sent for Custom TDS for Vendor Credits.How to use OR when filtering using two fields
I want to create return a list of Account Names by filtering on Field1 = "yes" OR Field 2 = "no" I can't see how to use the OR in the filter.Editing the list of Categories in the Categorize Manually section of Banking in Zoho Books
Hi, I need to create two new Categories called Withdrawals and Deposits to categorize payments in a bank account. How do I edit the Categories list?Mobile phone version not working well
I am working on the Zoho Site Builder. In the preview the desktop version looks okay, but in the mobile phone preview many words are cut off in the weirdest (wrong) way. How can I fix that?Zoho - Please explain difference between Thread view and Conversation view on Ticket
I have reviewed the help document here but am still not clear on the difference between the two views. As an example, I just had a back and forth on a ticket: - Customer emails support email. - I email back from Desk. - Customer responds back. - I email back from Desk. On the upper left drop down box on the ticket Zoho Desk now says this is "4 Threads" and "4 Conversations" . How is that 4 threads?? By my count it is 1 thread and 4 conversations (assuming by "conversation" Zoho means number of totalI need help to take Reports for tickets moved between departments.
Hi, I need help to take Reports for tickets moved between different departments. Pls guide ShyamExport to excel stored amounts as text instead of numbers or accounting
Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export storesIncrease Round Robin Scheduler Frequency in Zoho Desk
Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operatesAutomation #6 - Prevent Re-opening of Closed Tickets
This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Typically when a customer submitsZoho Desk EU slow/unresponsive
Has anyone else got issues with ZohoDesk today in the EU? It takes an age to come back and if you do start typing something and try and send or save it looks like it times out. We are also getting this pic. ot I can't see anything on https://status.zoho.eu/EU DC Partial Outage Resolved: A Detailed RCA
Incident Summary Due to an overload on one of the nodes in the EU DC for Zoho Desk, the system was unable to handle the heavy load, causing a slowdown in requests and resulting in a partial outage for customers with data residing in that node. On MayPerfomance Management - Zoho People
Hi team, I am looking for performance management data such as KRA, goals, feedback, appraisals, etc., in Zoho Analytics. However, I am unable to find these metrics while editing the setup. Could you please confirm whether these fields are available inDeprecation of the Zoho OAuth connector
Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connectorZoho Mail iOS app update: Display recipient's nickname on contact suggestion
Hello everyone! In the most recent version(v3.3.1) of the Zoho Mail iOS app update we have brought in support to display recipient's nickname in contacts suggestion. Please update the app to the latest version directly from the App Store or using theDigest Février - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Le 26 février, nous avons organisé notre première session Ask the Expert de 2026. Nous sommes heureux de partager que ce fut une session très interactive, avec de nombreuses questions intéressantes posées par nos clients. SiZoho CRM Case Notes - Share to Customer
Hi team does anyone know the Api to set a note, against a case, to shared with customer? i cant seem to find it cheersSend out follow-up email in the same thread (threaded conversations in individual emails) from Zoho CRM
Hi, I'm new to Zoho. I'm trying to send individual emails to my leads one by one. And I'll send out follow up email if I don't hear back from them later. However, instead of sending a new email, I want to reply in the same email thread so that the recipientsDepositing funds to account
Hello, I have been using Quickbooks for many years but am considering moving to Zoho Books so I am currently running through various workflows and am working on the Invoicing aspect. In QB, the process is to create an invoice, receive payment and thenweb to lead
Can anyone help me how to create web to lead from zoho marketing automationHow can I see content of system generated mails from zBooks?
System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.UI issue with Organize Tabs
When looking at the organize Tabs window (bellow) you can see that some tabs are grayed out. there is also a "Add Module/Web Tab" button. When looking at this screen it's clear that the grayed out tabs can not be removed from the portal user's screenI created a signup form in Zoho Marketing Automation with the correct field mapping, but the data is not being reflected under Leads in Zoho CRM.
web to lead from zoho marketing automationPasted Images not being embedded in custom mail
Hi, I'm making a custom report by email based on commentaries. I have the email ready, all working great except for images that are being pasted in the commentaries. Zoho deals with them as temp images and so it requires authentication to view them, somethingKaizen #232 - Building a Ticket Escalation Mechanism from Zoho CRM
Howdy, Tech Wizards! Picking up the thread from last week, we will continue our Zoho CRM and Zoho Desk integration. In Kaizen #231 - Embedding Zoho Desk Tickets in Zoho CRM, we built a Related List widget that displays open Zoho Desk tickets within theInactive License for free account.
I recently upgraded my Cliq subscription not my team (on the free version), are unable to login to their accounts. The error message received is Inactive License Looks like you have not been covered under the current free plan of users. Please contactDeluge scripts
Why is there not a search function to make it easier to find the script of interest when modifications are required.Zoho Sheet for Desktop
Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?Zoho Books - Payment Gateway - Revolut
Hi Books Team, My feature request if to include the popular platform Revolut as a payment collection option on invoices in Zoho Books. Please upvote if you are also looking for this option.Searching for an item from within an invoice should show any item containing the string, not just those that begin with the string.
Hello, I've found myself becoming increasingly frustrated with the limited line-item seach when adding new items to an invoice. The problem is that the characters being typed are only being matched from the beginning of the item name. This might be usableHow to Rank Tables by Row Count in Descending Order
I am trying to understand the consume of lines that grow up so fast in the last week. Is there any way to create a pivot table or query to get TABLE NAME LINES in descending order?Dealing With One-Time Customers on Zoho Books
Hello there! I am trying to figure out a way to handle One-Time customers without having to create multiple accounts for every single one on Zoho Books. I understand that I can create a placeholder account called "Walk-In Customer", for example, but IFeature Request: Render Markdown (.md) files in Zoho Cliq
Hi, We regularly share Markdown (.md) files in Zoho Cliq. However, when we open these files in Cliq, the content does not render as Markdown—it displays as plain text. This forces us to copy/paste the content into an external Markdown viewer to read itCRM Percent custom fields: When will it show the % symbol and behave like %?
1. Actually Percent custom fields fail to show the % symbol. 2. When in formulas Percent fields work like number: 100 x 5% = 5 ideal world 100 x 5% = 500 what happens actually 3. When importing Percent fields the % symbol has to be removed and the dataSubforms and automation
If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSMNext Page