Upcoming updates - April 2019

Upcoming updates - April 2019

Hello App Creators,

During April, 2019, the Zoho Creator team will be rolling out the following feature updates:
  • Updates w.r.t. Address and Location
  • Panel builder and Gauges in Pages
  • Kanban Report customizations
  • Ability to search and sort records using the subfields of Name and Address fields
  • Currency field formatting
In addition to our changelog , we'll leave a comment below as these items are rolled out.

- - - - - - -

Updates w.r.t. Address and Location

Applicable to : Zoho Creator 5
Note : This item alone will be rolled out during the first week of May, 2019.

We're revamping certain aspects of the platform's location related capabilities to better cater to the requirements of apps for location-based services. Here are the changes we'll be introducing:
  • Re-adjusting the Address field
  • Deprecating Address Line 1 and Address Line 2 subfields from the Added Location and Modified Location system fields
  • Introducing display options for location data in reports

Re-adjusting the Address field

Currently, the address field's usage suffers from the following:
  • Geo coordinates are not captured for addresses that users type in the field.
  • Geo coordinates that are returned by our map service, lack the required accuracy.
To tackle these, we’re adding the following properties to the address field:
  • Capture geo coordinates - This will use the physical address typed by your user and immediately fetch its geo coordinates using the map service. This property will be auto-enabled for all address fields. Geo coordinates of existing addresses, if not already captured, will be captured when users edit those records.
  • Adjust location on map - This will display the address's geo coordinates and allow users to adjust its location in a map. Adjusting the location will not affect the physical address data that the user entered — it will only update the data in the latitude and longitude subfields.
Consequent to these properties, the existing  Search and autocomplete  and  Use map to select address  field properties will be deprecated. 

Here's how the combination of Capture geo coordinates and Adjust location on map will look on a web browser:




Deprecating Address Line 1 and Address Line 2 subfields from the Added Location and Modified Location system fields

Tackling the lack of required accuracy w.r.t. reverse geocoding address data, we're deprecating the Address Line 1 and Address Line 2 subfields from the Added Location and Modified Location system fields .

This change will not affect the existing data and workflows that refer to said subfields. However, Address Line 1 and Address Line 2 data (in the location fields) will not be captured after this update.

Introducing display options for location data in reports

In the report layout, the Display Option property will be introduced for the address, added location, and modified location fields. This'll enable you to define if the data in these fields is to be displayed as a Physical address or as Geo coordinates

When you choose to display geo coordinates, you'll get to select the format using which the coordinates are to be displayed: either the Decimal Notation or the Degree-Minute-Second DMS Notation .



- - - - - - -

Panel builder and Gauges in Pages

Applicable to : Zoho Creator 5

Dashboards enable businesses to monitor their Key Performance Indicators (KPIs) and the progress towards their goals. Enabling you to quickly build powerful dashboards in your custom apps has been, and is, one of our goals with Pages. And so, we're extending your page-building arsenal with the Panel builder and Gauge .

Panel builder

It's a point-and-click interface for customizing panels. This'll enable you to add and customize multiple elements within the panels. Here's a video showing its offerings:


Gauge

Gauges visually indicate the progress towards goals/KPIs. A gauge in a page will display an aggregate value that's derived from the data in a form. For example, the following gauge displays the sales made in the current month and indicates the progress towards the month's sales target:



- - - - - - -

Kanban Report customizations

Applicable to : Zoho Creator 5

We're introducing the following improvements w.r.t. customizing kanban reports. These will be available in the kanban report's builder:
  • Ability to hide the EMPTY column, or show it with a custom label
  • Ability to hide or show the Deleted Value Column : Imagine a kanban report based on a dropdown field, and that you delete one of its choices that's selected in records. Once a choice is deleted, the corresponding column in the kanban report is also deleted. To ensure that such records remain visible in the report, we're introducing the Deleted Value Column. This column will also show the records that contain "other" values that users enter in the dropdown field.
  • Ability to filter the columns that the kanban report is to display. This can be done as follows:
    • When the kanban report is based on a lookup field, you'll be able to use the lookup's filter criteria
    • You'll be able to specify a custom criteria using the criteria builder
    • You'll be able to manually select the values that are to be shown as columns
- - - - - - -

Ability to search and sort records using the subfields of Name and Address fields

Applicable to : Zoho Creator 5

Your users will be able to search data in reports using the subfields of name and address fields. While accessing reports, in the Search pane on the right, you’ll see Search using Subfields option against the name and address fields. Clicking this expand the name field allow you to search against all the enabled subfields.

You'll be able to configure a sorting order for your reports using the subfields of name and address fields. You'll be able to select one subfield, and the selected sorting order will be applied from that subfield to all the ensuing subfields:
  • The address field is made of address line 1, address line 2, city/district, state/province, postal code, and country subfields. This order will be considered while applying sorting. For example, when you sort using the  City/District subfield, the records will first be sorted using city/district data, then the state/province, then the postal code, and then the country data.
  • The name field is made of prefix, first name, last name, and suffix subfields. This order, and the name field's Display Option property in that report, are considered while applying sorting. For example:
    • When you select the First Name subfield to sort with, records will first be sorted using the first name data, then the last name, and then the suffix data.
    • When the name field's Display Option property in that report's layout is set as Last Name first and you select the Last Name subfield to sort with, records will first be sorted using the last name data, then the first name data, and then the suffix data.
- - - - - - -

Currency field formatting

Currently, the data in the currency field is displayed in a locale-specific format in reports. To uniformly display the currency field's data across the form and its reports, we're introducing the Currency format field property. It'll be a dropdown with the following choices:
  • Default
  • 1,234,567.89 
  • 12,34,567.89 
  • 1 234 567,89 
  • 1.234.567,89
  • 1'234'567.89
While accessing forms, the selected format will be applied to the data in the currency field after the users step off the field. For all the existing currency fields, the Currency format property will be set as Default , thereby keeping existing data as is.

- - - - - - -

Looking forward to your feedback on these updates.

Best,
Lakshman | Zoho Creator Team

    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

                                                                                                          • Ability to Create and Manage YouTube Video Chapters in Zoho Social

                                                                                                            Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that would allow users to create and manage YouTube video chapters directly within the platform. Currently, Zoho Social does not support manually adding chapters
                                                                                                          • What happens to my current site SEO if i opt for zoho creator?

                                                                                                            I have an existing website and I need to use Zoho creators for the rapid creation of my webpage creation. Currently, my IT team is creating the web pages, but I am concerned about the SEO of my current website if I shift to zoho will i loose it all?
                                                                                                          • Automatic Portal invite

                                                                                                            We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?
                                                                                                          • Preview Emails with Merge Fields before sending

                                                                                                            Hello, Are there plans to preview an email with merge fields before sending out? Currently, all you see in the preview are the merge field values, but before I send out the email I want to make sure the merge is working. Also, the saved emails only show
                                                                                                          • User Filter not selecting All Items

                                                                                                            We are encountering 2 issues when using the user filter. When users are trying to search using the filter option, the OK button is grayed out. Users have to unselect or make a change before it filters properly. 2. When filtering and the OK button works,
                                                                                                          • Support Nested JavaScript Variables in PageSense Pop-up Targeting

                                                                                                            Hello Zoho PageSense Team, I hope you're doing well. I’d like to request a feature enhancement for the PageSense pop-up targeting functionality. Current Limitation: Currently, PageSense pop-ups can be triggered using simple JavaScript variables. However,
                                                                                                          • Cannot Invert Axis for Rankings

                                                                                                            Hi there I want to be able to create a ranking graph in Analytics/BI, with 1 at the top of the Y axis, but I am unable to invert the axis. Super simple example in Excel below. Higher rankings need to be higher up on the graph to give the correct visual
                                                                                                          • How to copy value from a single line field into a picklist field within a module's subform?

                                                                                                            Hello there, I have a single line field in a module's subform. I would like the value in the field to automatically update a picklist field within the same subform (both have items with the same names). Is this possible via function? Unfortunately, workflows
                                                                                                          • Committed Stock and To Be Received Stock via API?

                                                                                                            Is it possible to retrieve Committed Stock and/or To Be Received Stock for an Item via the API? I want to use this information for calculating the amount of inventory needed to be purchased.
                                                                                                          • Creating Email template that attaches file uploaded in specific field.

                                                                                                            If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templates
                                                                                                          • Marketer’s Space - Automate a Personalized Holiday Workflow with Zoho Campaigns

                                                                                                            Hello marketers, Welcome back to another post in Marketer’s Space! From Thanksgiving through Christmas, you have a flurry of opportunities to connect with your audience. In this post, we’ll see how you can plan an entire month-long automated workflow
                                                                                                          • Service Account Admin for API Calls and System Actions

                                                                                                            Hello, I would like to request the addition of a Service Account Admin option in Zoho product. This feature would allow API calls and system actions to be performed on behalf of the system, rather than an active user. Current Issue: At present, API calls
                                                                                                          • Zoho Inventory Custom Field Update

                                                                                                            Hello All, In this post I am describing how can we Update the Custom Field Value in Zoho Inventory. // Get Org ID orgid = organization.get("organization_id"); // Field Value resvp = ifnull(item.get("purchase_rate"),null); // Record ID iid = item.get("item_id");
                                                                                                          • Sorting columns in Zoho Projects

                                                                                                            Hi, In project management best practice, sorting columns (ascending, descending) is an important tool. Sorting dates to see the order of tasks starting, sorting on priority or even on planned hours is a must for an efficient project control. Currently,
                                                                                                          • Zoho CRM - Calendar Cards View - Let Users Decide What Is Displayed On Calendar Entries

                                                                                                            Imagine planning your week of face-to-face meetings across three counties. You’re trying to group appointments by location to make the best use of your time, but Zoho CRM’s calendar doesn’t show where each meeting is happening. You’re left trying to remember
                                                                                                          • Zoho Inventory - How to pay a supplier up front then receive multiple deliveries

                                                                                                            How do we manage situations where we pay a supplier up front, then the receive the products in increments? Example Workflow: Create Purchase Order > Receive Bill for full amount > Receive Items 2 or more deliveries. Currently, once a Bill is created against
                                                                                                          • How can I add or change the active customer in Zoho Projects?

                                                                                                            I'm trying to change the customer in an active Zoho project. Is it possible to add or change the customer?
                                                                                                          • What happens when someone clicks 'unsubscribe' in a zoho CRM email

                                                                                                            Hello, As per, i am going round in circles trying to find an answer to these 2 question. I have an email template that has an unsubscribe link in the footer in zoho CRM. First, what happens when someone clicks it - where does the contact get unsubscribed
                                                                                                          • Zoho CRM - Scheduled Reports Which Contain Chart

                                                                                                            Hi Zoho CRM Team, I'm requesting that the Report Export and Scheduling feature be enhanced to include a chart, if one has been created on a report. At the moment I have a report which shows Sales This Week by Deal Owner and a pie chart at the top of the
                                                                                                          • Can I add Conditional merge tags on my Templates?

                                                                                                            Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
                                                                                                          • Cadences

                                                                                                            I have just started using Cadences for follow-up up email pipeline. Is it just me or do you find the functionality very basic? For example, it will tell me (if I go looking for it) if someone has replied to a follow-up and been unenrolled; but it won't
                                                                                                          • Canvas View in Zoho Recruit

                                                                                                            Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?
                                                                                                          • Zoho Inventory - Move Orders

                                                                                                            Quick question about Move Orders... Why is there no status to say something like "Draft", "In Progress" and "Completed", similar to Transfer Orders? I'm assuming that when something needs to be moved it should be planned in Inventory, executed and then
                                                                                                          • Kaizen #215 - Workflow APIs - Part 3 - Create and Update Workflow Rules

                                                                                                            Welcome back to another week of Kaizen! Over the last couple of weeks, we’ve joined Zylker Cloud Services as they review and improve their workflows. In Part 1, we discovered and audited their sprawling workflow landscape. In Part 2, we learned how to
                                                                                                          • DataPrep Bigquery Connection failed

                                                                                                            Hello everybody, I want to create a connnection beetwen Bigquery and Dataprep but when I try to connect my project I got this error Loading tables has failed. Table list fetched from the data source expired.
                                                                                                          • Utilisation de Zoho en conformité avec l’article 286 du Code général des impôts (CGI)

                                                                                                            Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.
                                                                                                          • Issue in Zoho People Regularization – Incorrect Hour Calculation

                                                                                                            I have noticed that when applying attendance regularization in Zoho People for previous dates, the total working hours are not calculated correctly. For example, even if the check-in is 10:00 AM and check-out is 6:00 PM, the system shows an incorrect
                                                                                                          • Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics

                                                                                                            Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. Learn
                                                                                                          • Allow Multiple usage units to items while adding them to sales/purchase transactions

                                                                                                            The usage unit of items added in zoho books are static right now and can not be changed. But certain items are received or sold in multiple usage units. One example is fabric. It can be bought in Meters, inches, kgs or other units. Another example would
                                                                                                          • PO receive quantities

                                                                                                            At last, Zoho has finally got around to allowing us to receive a larger qty than recorded in the PO :-) Saves us all from editing the PO's before receiving larger quantities ( usual for us ) ! It's still in "beta" but available upon request, I've tested
                                                                                                          • Analytics : How to share to an external client ?

                                                                                                            We have a use case where a client wants a portal so that several of his users can view dashboards that we have created for them in Zoho Analytics. They are not part of our company or Zoho One account. The clients want the ability to have user specific,
                                                                                                          • Reference Deal Categories in Deluge

                                                                                                            Hello, Is there a way to reference Deal Category in deluge functions? So for our Deals, we have several different WON stages in a pipeline.  Rather than type each stage into our functions, we'd like to be able to reference the Deal Category.  Similar
                                                                                                          • Payroll In Canada

                                                                                                            Hi, When can we expect to have payroll in Canada with books 
                                                                                                          • Users Name & Email in Reports

                                                                                                            Hi, I would like to show the Users Name from their Zoho Acount in All Entries/Reports as well as the current Account Email. Thanks Dan
                                                                                                          • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

                                                                                                            Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers
                                                                                                          • Whatsapp Limitation Questions

                                                                                                            Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
                                                                                                          • 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
                                                                                                          • Workflow Creation with Zia gets stuck

                                                                                                            It gets stuck here:
                                                                                                          • Super Admin Logging in as another User

                                                                                                            How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
                                                                                                          • Unable to Add Asset to Work Order Due to Different Contact and Company

                                                                                                            Hello Zoho Team, I’m facing an issue in our environment related to asset linking in Work Orders. Here’s the situation: When our engineers go for field activities, they initially create the Work Order using the salesperson’s contact details. After completing
                                                                                                          • Next Page