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





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner




                                                            • Sticky Posts

                                                            • 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
                                                            • Introducing Zoho Creator's v2 APIs

                                                              Hello App Creators, Welcome to Zoho Creator's v2 APIs! This post will serve as the central point for migrating implementations of Creator's current APIs (v1) to v2. Improvements that v2 brings OAuth-based authentication, which is more secure than the


                                                            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 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

                                                                                                            • Zoho Books Idea - Bank Details Button on Banking

                                                                                                              Hi Books team, Sometimes I'm asked to share bank details with a customer or a colleague. So I go to the Banking Module, find the correct bank account, click Setting > Edit, then copy and paste the bank details. Wouldn't it be great if there was a button
                                                                                                            • JS SDK 8.0 – TypeError: Cannot read properties of undefined (reading 'getCacheStore') with sample code

                                                                                                              Hello Zoho Support Team, I’m integrating the Zoho CRM JavaScript SDK v8.0 and I’m getting the error below when running your official sample. I tested directly from: https://github.com/zoho/zohocrm-javascript-sdk-8.0/blob/main/samples/create_records_sample/create_records.js
                                                                                                            • Function #55: Convert multiple quotes to single SO using Custom Button

                                                                                                              Hello everyone, and welcome back to our series! In Zoho Books, after a quote is accepted by your customer, it can be converted into a sales order or an invoice. Often, a customer might have multiple quotes, and for easier billing or upon the customer's
                                                                                                            • Zoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books

                                                                                                              Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submit
                                                                                                            • Rich Text For Notes in Zoho CRM

                                                                                                              Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using
                                                                                                            • Time based workflow without edit/action

                                                                                                              Hello I need help solving this problem if possible. We have Deals come into the CRM via Live Transfer which have the field properties: Stage = New Channel = Inbound Some of them don't get answered so we want these to automatically go into our Outbound
                                                                                                            • What's New - August 2025 | Zoho Backstage

                                                                                                              Every month, Zoho Backstage grows with you. These updates aren't just features and fixes, they're about making your workday smoother, your events more impactful, and your attendees happier. We’ve listened, learned, and shaped this release to keep things
                                                                                                            • prevent selling expired items

                                                                                                              Hello. I need to make a constraint on expired batch items not to be sold. Is it possible in Zoho Inventory? if so, then how? Thanks for further help.
                                                                                                            • Product details removed during update from other system

                                                                                                              We maintain our product details in an other system. These details are synchronized with Zoho at the end of each day, through an API. This has worked perfectly sofar. But last Monday, all product codes and some other product data have been wiped during
                                                                                                            • Client Customer

                                                                                                              I purchased a customer user license, but we cannot see the project I added in the customer account. I would like to ask for support on what we should do.
                                                                                                            • Add Ability to Use Zoho Finance Tags

                                                                                                              For Zoho Finance (Books and Inventory), the current actions do not allow us to affect the tags associated with the entities in question (customers, vendors, items, etc.). Please consider adding this functionality into the actions.
                                                                                                            • Embeded Signing doesn't work on Safari Browser

                                                                                                              We have implemented Zoho Sign in our website by using embeded signing, It works perfectly on Chrome. But it fails on Safari, We get stuck on Zoho Sign Page during redirection from Zoho Sign to our website after signing the document, Please let us know
                                                                                                            • Dataprep Webhook Limits and Cannot update column with Dataprep

                                                                                                              I have two problems : 1 - I am using Airflow to trigger my pipeline, and when I tested it, it worked fine a couple of times. However, after that, I received an error: {"code":429,"message":"Request rate limited"}. I didn’t send too many requests — maybe
                                                                                                            • Power of Automation :: Automatic removal of project users once the project status is changed.

                                                                                                              A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and
                                                                                                            • New in Zoho Forms: Google reCAPTCHA v3 for smarter spam protection

                                                                                                              Hello form builders, Spam submissions are one of the biggest challenges when you share your forms online. They not only clutter your data but can also waste valuable time. To help you combat this without making life harder for genuine respondents, we’re
                                                                                                            • Project Management Bulletin: August, 2025

                                                                                                              We’ve touched a grand 19 years since we started pioneering project management solutions with Zoho Projects. What started as a simple one-page interface is now a suite of products with Zoho BugTracker, Zoho Sprints, and our new debut Zoho Projects Plus,
                                                                                                            • Zoho Sign and Zoho Workdrive Integration

                                                                                                              Hello, there. I want to know if it's possible to save a signed document from Zoho Sign in an specific folder for each signer in Zoho Workdrive.  For example: If John Doe signs the document in Zoho Sign I want to save it automatically in a folder named
                                                                                                            • Office 365 and CRM mail integration: permission required

                                                                                                              Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying
                                                                                                            • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

                                                                                                              Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
                                                                                                            • How do you list multiple contacts for a lead?

                                                                                                              My sales team wants to be able to add additional contacts for leads, how do we do that? Is there a different way we should be using the lead / contact functionality? Moderation update (9th September 2025): Our developers have built an extension to achieve
                                                                                                            • Modifying Three Dot Menu Options

                                                                                                              Is there a way to modify the three dot menu options that display in a Report header? They currently display: Show As (List, Calendar, Timeline), Print, Import, Export. I'd like to remove the Show As and Print options, since they aren't applicable for
                                                                                                            • Field Not Updating in FSM Script - Service and Parts module.

                                                                                                              Dear Team, I am reaching out regarding a script I have implemented in Zoho FSM to automate the calculation of the End of Service date based on the End of Sale date in the Service and Parts module. Overview of the script: Fetches the End_of_Sale__C and
                                                                                                            • Zadarma + Zoho CRM Integration – Missed Calls Saved as Contacts Instead of Leads

                                                                                                              Hello everyone, I’m looking for input from anyone with experience using the Zadarma + Zoho CRM integration. Currently, I’m seeing that missed calls are automatically being created as Contacts instead of Leads. From a CRM perspective, this doesn’t make
                                                                                                            • Zoho Books | Product updates | September 2025

                                                                                                              Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate
                                                                                                            • How to update Multiple Users field in Quote Module from Deal Module

                                                                                                              Scenario : Deal Module having Multiple User Field (Presales Engineer) which having more than 1 User and through Deluge Script I need to get that Users Details and need to put into Multiple User Field (Presales Engineer) of Quote Module. Note: Both Module
                                                                                                            • Auto-sync field of lookup value

                                                                                                              This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.
                                                                                                            • Clone a Module??

                                                                                                              I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors
                                                                                                            • Advance PDF creation from CRM data

                                                                                                              I'm trying to create a PDF export of data in the CRM. My problem is I want a pretty complicated format for the data. I'm trying to export multiple modules worth of data, with nested one-to-many relationships between the modules. Along with that, I want
                                                                                                            • how to disable staff selection Zoho Booking integrated to SalesIQ?

                                                                                                              currently there is only one Consultant in my Zoho Bookings like this I integrate Zoho Bookings into Zoho SalesIQ to create a chatbot. Unfortunately, even though I only have one consultant for a consultation, the user have to pick the consultant. It will
                                                                                                            • How to change the text in WhatsApp Zobot integrated to Zoho Booking?

                                                                                                              I have integrated Zoho Bookings into Zoho SalesIQ, I want to change the text in WhatsApp when creating a booking in Zobot how to change those text?
                                                                                                            • Updating Subform Record from other Form

                                                                                                              Just wanted to ask how to properly approach this. I have 2 forms and would like to trigger an auto update on the subform once record submitted. block below only updates 1 row for each recordRow in input.AV_System { AssetRecord = Site_Asset_Services[SOR_No
                                                                                                            • when I email a invoice how can i see it was sent and also were i can go to see all emails sent

                                                                                                              when I email a invoice how can i see it was sent and also were i can go to see all emails sent?
                                                                                                            • Zoho Books - Hide Convert to Sales Order if it can't be used.

                                                                                                              Hi Books team, I noticed that it is not possible to convert a Quote to a Sales Order when a Quote is not yet marked as accepted. My idea is to not show the Convert to Sales Order button when it is not possible to use it, or show it in a grey inactive
                                                                                                            • How do I bulk archive my projects in ZOHO projects

                                                                                                              Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil
                                                                                                            • Cross-Data Center Collaboration and / Or allowing users to choose DC

                                                                                                              Dear Zoho Cliq Support Team, We are writing to request a significant enhancement to Zoho Cliq that would greatly benefit our geographically dispersed development team. Current Challenge: Currently, Zoho Cliq automatically routes users to specific data
                                                                                                            • Zoho Flow - Update record in Trackvia

                                                                                                              Hello, I have a Flow that executes correctly but I only want it to execute once when a particular field on a record is updated in TrackVia. I have the trigger filters setup correctly and I want to add an "update record" action at the end of the flow to
                                                                                                            • New Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link

                                                                                                              I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe link
                                                                                                            • Send / Send & Close keyboard shortcuts

                                                                                                              Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for
                                                                                                            • Is it possible to register webhooks in Zoho CRM using API?

                                                                                                              Hello, I am trying to register a webhook in Zoho CRM programmatically (using the API). Specifically, I want to register a webhook that is fired when new Contacts are created in the CRM. I was able to setup a webhook using the UI, by creating a rule that
                                                                                                            • Calls where the local audio is shared, have echo

                                                                                                              When another user is sharing their screen with audio, I get echo from my own voice. We tested this with multiple users, with different audio setups, and there's no obvious way to fix it. Is this a bug you could look into, or are we missing something?
                                                                                                            • Next Page