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

                                                                                                          • Per Level Approval for admins

                                                                                                            We need Process admins like Zoho CRM in Zoho Books for per stage approval Currently in books, admins only have the option for Final Approval But for example, in cases like when an employee is on leave, we can't just approval one level we only have option
                                                                                                          • CUSTOM FUNCTION GIVE ERROR #EVAL!

                                                                                                            CUSTEM FUNCTION CREATE KYA ZOHOSHEET ME US FUNCTION KO USE KIYA LEKIN DATA TO SAHI HAI LAKIN DATA SHEET ME NAHI LAG LAHA HAI KRUPYA SOLVE KARE MY CODE IS float ADDTWO_TWO(float NO1, float NO2) { ADD = NO1 + NO2; return ADD; }
                                                                                                          • Need to set workflow or journey wait time (time delay) in minutes, not hours

                                                                                                            Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer
                                                                                                          • Integrate Projects for Desk KB article release tasks

                                                                                                            Could you please look into the possibility of integrating project tasks for Zoho Desk article release processes? We are looking for an internal integration between Zoho Projects and Zoho Desk's KB article drafting, reviewing and releasing tasks. We could
                                                                                                          • Feature enhancement: Highlight rows based on a cell value

                                                                                                            Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to draw
                                                                                                          • Shortcut to fill a range of cells

                                                                                                            Good evening: I'm writing because I haven't been able to find a feature that allows you to select a range of cells, type in one of them, and then use a key combination to type in all of them. In Excel, the keyboard shortcut is Ctrl+Enter. I haven't found
                                                                                                          • Detect and ignore bots in visitors

                                                                                                            The SalesIQ visitor numbers are basically useless to us because there is no bot detection. We get the same bots coming in from the same countries looking at the same pages every day. It can't be that difficult to tell the difference between an actual
                                                                                                          • Updating custom fields in Zoho Projects

                                                                                                            Hi I am wondering if anyone has experience with custom fields in Zoho Projects. I am struggling to update the field using either deluge or the api endpoint. My code is: //custom_Map = map(); custom_Map = {"UDF_DOUBLE_1":"0.27"}; update_Map = map(); update_Map.put("custom_fields",custom_Map.toList());
                                                                                                          • Markdown for Desk?

                                                                                                            Hi, my company wants to use markdown for formatting text in Desk (in all modules there, especially Tickets and Helpcenter). Zoho already offers use of markdown in several products (see https://help.zoho.com/portal/en/kb/backstage/microsite-guide/formatting-with-markdown/articles/formatting-with-markdo)
                                                                                                          • Change Currency symbol

                                                                                                            I would like to change the way our currency displays when printed on quotes, invoices and purchase orders. Currently, we have Australian Dollars AUD as our Home Currency. The only two symbol choices available for this currency are "AU $" or "AUD". I would
                                                                                                          • Calendar not working

                                                                                                            Are we the only ones. On any browser we cannot click on any of our calendar appointments and get them to open. They just make the browser loop. WE have reached out and have been told they are working on it. The office staff are really stuck. The point
                                                                                                          • Tip of the week #16 - Search and filter threads based on criteria

                                                                                                            Zoho TeamInbox lets you search and filter threads with any information that you have about the thread. You just have to input the criteria and Zoho TeamInbox will list all the threads that match the condition.   Firstly, there is a global search you can
                                                                                                          • WhatsApp Message Template Quick Reply Buttons

                                                                                                            Hello, I created my first Message Template to overcome the 24-hr messaging window and it was approved by WhatsApp/Meta. When I go to Meta, I also see that template brought from Zoho Desk, and used it via Zoho Desk IM. However, I notice that when in Meta's
                                                                                                          • Account in Quick View Filter

                                                                                                            I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes any
                                                                                                          • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                                                                                            The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update
                                                                                                          • Collapsible Sections & Section Navigation Needed

                                                                                                            The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.
                                                                                                          • Set Display for Numbers/Currency/etc with Client Script/Customization in Canvas List Page

                                                                                                            Is it possible to set a display mask for a number/currency field using Client Script or customization? I have custom fields that I would like to keep the decimal places for calculation purposes, but do not need them displayed to the user. So 101.3568
                                                                                                          • 136.143.188.51 blocked by spamcop

                                                                                                            Zoho mailserver seems to be blocked by spamcop. Cant send mail to my customer. Not sure what to do.
                                                                                                          • 🚀 WorkDrive 5.0: Evolving from a file sharing app to an intelligent content management platform: Phase 2

                                                                                                            Hello everyone, WorkDrive's primary focus has always been to provide an intelligent and secure content management platform, simplify collaboration, and be the central repository of files for all Zoho apps. In our previous announcement, we unveiled the
                                                                                                          • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

                                                                                                            Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
                                                                                                          • i keep see there is a connetion issue connecting 3rd party api on zoho when using zia

                                                                                                            hi there , i have set up open ai api to zoho zia (copied and pasted to zoho zia) but I keep getting notificaiton "there is a connetion issue connecting 3rd party api on zoho" when using zia on top when click zia and try to type in word there
                                                                                                          • Time Entries in Analytics

                                                                                                            I am trying to import a zoho sheet into zoho analytics. In my sheets one of the columns has "time Entries" in this "format HH:MM am/pm" example 11:00 PM. After import, i noticed that analytics converted the time to "00 Jan 1900 23:00:00".. how do i maintain
                                                                                                          • Deleting Fields in CRM Deletes Views in Analytics

                                                                                                            Hey friends! I'm having some issues when we modify some fields within ZohoCRM. There are times where we need to sunset a field and eventually completely remove it. In these instances, it seems like a lot of views are removed in Analytics. This ranges
                                                                                                          • Booking outside of scheduled availability

                                                                                                            Is there a way for staff (such as the secretary) to book appointments outside of the scheduled availability? Right now to do this special hours must be set each time. There should be a quicker way. Am I missing something?
                                                                                                          • Automatic Matching from Bank Statements / Feeds

                                                                                                            Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
                                                                                                          • Zoho Desk Android and iOS app update: Access multilingual templates on the IM module

                                                                                                            Hello everyone! We have introduced multilingual templates on the IM module of the Zoho Desk mobile app allowing you to send IM template messages in translated versions. iOS: Android: Please update the app to the latest version directly from the App Store/
                                                                                                          • Can't login IMAP suddenly

                                                                                                            Since this evening I'm getting the error: You are yet to enable IMAP for your account. Please contact your administrator... IMAP always been enabled in my account and was workign fine for the past 7 years. Already tried turning IMAP off and on again.
                                                                                                          • Zia Profile Summary now supports six languages and responds faster

                                                                                                            After numerous customer requests, we’ve expanded Zia Profile Summary to do more than just summarize resumes quickly. It can now summarize them in six different languages and deliver results even faster. What’s New 1. Extended language support Zia can
                                                                                                          • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

                                                                                                            Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
                                                                                                          • Does Zoho offer a full WhatsApp Marketing Platform (like WATI / GallaBox)?

                                                                                                            lm exploring WhatsApp marketing and I’d like to understand what options are available within the Zoho ecosystem. Currently, I see: Zoho SalesIQ has a broadcast option, but it seems very limited — for example, it doesn’t support uploading contacts via
                                                                                                          • Custom buttons

                                                                                                            Getting Error "You can only create 10 custom buttons per module" ! I already have more than 10 for 1 module before trying to create another. Is this a new restriction brought about by the all knowing what's best for businesses Zoho guru ? It would be
                                                                                                          • The Social Wall: October 2025

                                                                                                            Hello everyone, As we head toward the end of the year, we’re bringing you a few updates to help give your social media efforts a strong finish. This month, we’re rolling out new enhancements across both the web and mobile app. Post Preview Have you ever
                                                                                                          • Client Script | Update - Support for List Page (Canvas) and Notes

                                                                                                            Hello everyone! We are glad to announce two exciting updates in Client Script. Client Script support for List Page (Canvas) Client Script support for Notes These open the door to more dynamic and interactive customizations! 1. Client Script support for
                                                                                                          • Pincode based Product Restriction

                                                                                                            we have different types of products. 1) Very bulky items like plywood. 2) Too delicate items like glass These type of products we want to sell to local customers. Other products we want to supply all over India. There should be an option to restrict products
                                                                                                          • Pincode Based Pricing

                                                                                                            We want to give extra discount to customers within city limits because our shipping and packing costs are less. My proposal is assign list of pincodes to price list and assign the price list to customers whenever they sign up with pincodes. Also show
                                                                                                          • feature question: lookup field in Projects task layout

                                                                                                            Hello, Below we have interface to configure a custom task layout, however, we need a lookup field to let pickup data from other apps, such as Zoho CRM Products module, is that possible or already in your roadmap? or a workaround to achieve it? Thanks in advance.
                                                                                                          • Error AS101 when adding new email alias

                                                                                                            Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.
                                                                                                          • Download a writer template as .docx instead of .pdf.

                                                                                                            I have been trying to implement a feature to download a writer template as a .docx and got it working partly but it isn't good. Earlier I checked our code and I saw openurl("https://crm.zoho.com/crm/org121314/specific/Template.do?action=print&step=pdfPreview&id="
                                                                                                          • Can we do Image swatches for color variants?

                                                                                                            We want to do something like the attached screenshot on our new zoho store. We need image swatches instead of normal text selection. We want to user to select an image as color option. Is this doable? I don't see any option on zoho backend. Please h
                                                                                                          • What's New in Zoho Analytics - October 2025

                                                                                                            Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme
                                                                                                          • Next Page