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

                                                                                                          • Question about Zoho CRM Professional plan users

                                                                                                            Hello! I have a question about the Zoho CRM Professional plan. Is the pricing charged per user or per organization? Are there any free users included in this plan, or do I need to pay for each additional user separately? Thank you!
                                                                                                          • Communicating with emojis

                                                                                                            On July 17, we celebrate World Emoji Day! We're a bit late 😐 sharing insights about this day. But we just couldn't let it pass without a mention 😊 because emojis have a meaningful connection with customer service 💬 🤝. We do not want to miss out on
                                                                                                          • Changing the Default Search Criteria for Finding Duplicates

                                                                                                            Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.
                                                                                                          • Help integrating Aircall into Zoho CRM

                                                                                                            Hi all, We are need to get better AirCall integration into Zoho. We have configured in the Aircall dashboard but we have not done the Zoho side. We cannot see Zoho CRM information on incoming calls. And we calls and text's are not being logged. Specifically
                                                                                                          • Shopify Extension no longer working in CRM

                                                                                                            Zoho CRM and Extension are no longer working properly. We have used Shopify Basic for years. All of the sudden it stopped working, then started working again, and now no longer working again. There are several ways for Personal Information to sync from
                                                                                                          • How to keep track of bags, cans, drums of inventory?

                                                                                                            We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another
                                                                                                          • Easy third party collaboration: Zoho Flow Integration

                                                                                                            Third-party integrations extend your project functionality with improved workflow, and data processing. With Zoho Flow integration you can include multiple third party actions into your project or task automation. Add Zoho Flow action in Workflow rules
                                                                                                          • Introducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023

                                                                                                            Greetings Customers! We're excited to announce that the CPQ feature will soon be available in Zoho CRM and accessible to all accounts using the Professional, Enterprise, and Ultimate editions. We've opened this feature to select customers, and it'll be
                                                                                                          • how to edit the converted lead records?

                                                                                                            so I can fetch the converted leads records using API (COQL), using this endpoint https://www.zohoapis.com/crm/v5/coql and using COQL filter Converted__s=true for some reasons I need to change the value from a field in a converted lead record. When I try
                                                                                                          • Share Video Response Card ion Zobot

                                                                                                            I am using the zobot codeless bot builder in SalesIQ. I want to share a video but delay the next response card until after the video has finished playing or has been stopped. Is this possible?
                                                                                                          • Zoho Bookings <> CRM integration

                                                                                                            Hello Zoho community! We are enabling our Zoho Bookings <> CRM integration. What is the workflow if the integration detects that the contact already exists in the CRM? Does it create a duplicate record? Overwrite the record? Merge the record? (in this
                                                                                                          • Cannot reject empty expense report

                                                                                                            Hello, We are currently having issues with two empty expense reports where if we try to reject them, either manually or through the REST API, we get error 114016, which says some of the expenses have already been billed and must be removed. I'd appreciate
                                                                                                          • Use of Zia within Forms

                                                                                                            I have noticed that recently you have added Zia to help create forms from scratch. Would it be possible to add Zia functionality to free text fields for form submissions or if this is already on the roadmap an ETA for this please? We have a lot of field
                                                                                                          • Default in fields on Form B based on the user selection in Form A

                                                                                                            Hi Everyone, I have added an action button to a form report to bring up a new form based on user selection, see it indicated in red below: Then when the ne form loads, I want to default in some of the fields based on the record the user was selected on.
                                                                                                          • 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.
                                                                                                          • Last activity time is acting like last modified time

                                                                                                            When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like
                                                                                                          • Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

                                                                                                            Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With
                                                                                                          • HEX/RGB Color Input in Visual Editor

                                                                                                            Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to improve the color selection options in the Pagesense popup editor. Current Limitation: Currently, to set text colors, users must move the color slider manually.
                                                                                                          • CRM and Campaigns- tags not integrating?

                                                                                                            Hi! I am setting up an automation in zoho campaigns and it says the crm is integrated...but when I want to use a trigger of a certain tag I created for people in the crm to denote those who purchased, it doesnt have that tag available as an option in
                                                                                                          • Maximum limit of rows exceeded

                                                                                                            I am trying to add a row to a spreadsheets that has fewer than 60 rows. I keep getting an error message that says I have exceeded the maximum limit of 65,536 rows. Any ideas out there?
                                                                                                          • Can't change form's original name in URL

                                                                                                            Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new
                                                                                                          • Tip #7: 5 formas de mantener tus listas de correo electrónico

                                                                                                            Tips and Tricks #7, adaptado de Susmit Sen ¡Hola, comunidad! Esta semana volvemos con nuestros Tips and Tricks para Zoho Campaigns. En esta ocasión, voy a darte algunos consejos para mantener limpias tus listas de correo electrónico, y empezar el 2021
                                                                                                          • Mail Merge related Lists

                                                                                                            When I try to merge an associated list the fields do not have a checkbox to choose them as it does in the tutorials. Am I missing something? Any ideas would be appreciated.
                                                                                                          • create-a-purchase-receive API issues

                                                                                                            Hello all, I'm trying to use the create a purchase receive inventory API documented here (https://www.zoho.com/inventory/api/v1/purchasereceives/#create-a-purchase-receive) however when I do am getting the following error {"code":9,"message":"The purchase
                                                                                                          • Zoho Pagesense really this slow??? 5s delay...

                                                                                                            I put the pagesense on my website (hosted by webflow and fast) and it caused a 5s delay to load. do other people face similar delays?
                                                                                                          • Heatmap: Missing Content Elements - Zoho Page Sense

                                                                                                            Hi there, I'm trying out Zoho Page Sense to generate heatmaps for my Wix pages. My problem: Some parts of my Wix pages don't show on my heatmap, the heatmap is just empty there. Maybe Wix default lazy loading setting causes this error? Is there a way
                                                                                                          • Marketing Tip #3: Use social proof to build trust

                                                                                                            People trust people. Showcasing reviews, testimonials, or “bestseller” badges on your product pages can nudge hesitant buyers toward purchase. Try this today: Add one customer testimonial or highlight your top-selling product on your homepage. Or, do
                                                                                                          • Writing by Hand in "Write" Notes

                                                                                                            Hi there! I just downloaded this app a few moments ago, and I was wondering if there was a way to write things by hand in "Write" mode instead of just typing in the keyboard. It would make things a bit more efficient for me in this moment. Thanks!
                                                                                                          • Make CAMPAIGNS email look as simple as possible

                                                                                                            Hi there I'm trying to make my Campaigns email look as much like a normal email as possible. I'm a bit stuck with the "justification" of the email email block. Can I LEFT JUSTIFY the "whole email" to make it look "normal"? (Please see screenshot attached)
                                                                                                          • Zoho Sign Reminder email template

                                                                                                            Is there a template we can edit for the reminder emails? I don't see it in Settings / Choose a template
                                                                                                          • Preview an upload PDF or File

                                                                                                            I have a form where the customer has to upload a file (normally PDF - never jpeg)  When in report view I want to be able to preview the uploaded file without having to download it.  If I click on the upload it downloads to my computer, I want to be able
                                                                                                          • How to filter emails by Reply-to field?

                                                                                                            I receive a very particular newsletter from an association A registered on a website W (that is used by many associations), and the emails fields are not great: the From just contains the generic website's W's email, while A is only mentioned in the Reply-to
                                                                                                          • How to invite friends on other social media platforms to one of my group chats in arattai?

                                                                                                            Hello, I have formed chat groups in arattai. I want to invite my friends on other social media platforms like WhatsApp/ FB to one of my groups. Different friends would be invited to different groups. How to share an invite link of one of my groups to
                                                                                                          • Line spacing

                                                                                                            I coudn't decrease the line spacing to space smaller then a single line. There is too much space between the lines that make the document look ugly. Please fix that. Liran. fonar
                                                                                                          • Google Fonts Integration in Pagesense Popup Editor

                                                                                                            Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts
                                                                                                          • Control Position of “X” (Close) Button in Popup Editor

                                                                                                            Hello Zoho PageSense Team, We hope you're doing well. We would like to request a customization improvement in the PageSense popup editor. Current Limitation: Currently, the position of the “X” (close) button is fixed and cannot be customized in the popup
                                                                                                          • Add Standalone “Save” Button in Pagesense Popup Editor

                                                                                                            Hello Zoho Pagesense Team, We hope you're doing well. We would like to request an important usability improvement in the Pagesense popup editor. Current Limitation: There is currently no dedicated Save button while building a popup. The only way to save
                                                                                                          • Text Direction Control in Pagesense Popup Editor

                                                                                                            Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to add text direction control in the Pagesense popup editor. Current Limitation: Currently, the popup editor does not provide native support for RTL (Right-to-Left)
                                                                                                          • Autosave in Pagesense Popup Editor

                                                                                                            Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance the Pagesense editor with an autosave functionality. Current Limitation: Currently, changes made in the Pagesense editor must be manually saved. In
                                                                                                          • Billing frequency is not displayed correctly.

                                                                                                            Hello There is an issue while displaying the billing frequency on a subscription quote. I am able to activate the subscription details and get this lovely overview: If I am adding a Plan which I charge quarterly, first of all it should be possible to
                                                                                                          • Next Page