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

                                                                                                              • Tracking Non-Inventory Items

                                                                                                                We have several business locations and currently use zoho inventory to track retail items (sales and purchase orders). We were hoping to use zoho inventory to track our non-inventory items as well (toilet paper, paper towels, etc). I understand that we
                                                                                                              • Profile Page View Customization

                                                                                                                I need to change the fields, sections from the profile view of an emplyoyee.
                                                                                                              • Zoho Desk Android app update: Filter, Sort and Saved filters Enhancements

                                                                                                                Hello everyone! We are excited to introduce the below features on the Android version Zoho Desk mobile app: 1. Filter & Sort support has been introduced for the Contacts and Accounts modules. 2. Sort options is now available in Custom Modules as well.
                                                                                                              • Accessing shared mailboxes through Trident (Windows)

                                                                                                                Hi, I have a created a couple of shared mailboxes. The mailboxes are showing up on the browser based Zoho workplace, but I cannot seem to figure out how to access my shared inboxes through Trident (Windows). Am I missing something or is this feature not
                                                                                                              • Feature Request: Ability to set Default Custom Filters and apply them via URL/Deluge

                                                                                                                I've discovered a significant gap in how Zoho Creator handles Custom Filters for reports, and I'm hoping the Zoho team can address this in a future update. This limitation has been raised before and continues to be requested, but remains unresolved. The
                                                                                                              • Closing the Loop: Why Lookup Asymmetry is Harming Data Integrity in Creator

                                                                                                                TL;DR: Lookup fields allow users to add new related records inline via the "+" icon, but there's no equivalent ability to edit an existing related record without navigating away and losing form context. Adding a native "Edit" icon—with automatic User
                                                                                                              • filtering lookup field options based on information in another module.

                                                                                                                In our CRM system. We have the standard Accounts and Deals modules. We would like to introduce the ability to classify Accounts by Sector. Our desired functionality is to have a global list of all sectors that an Account can select, with the ability to
                                                                                                              • Service op locatie organiseren met Zoho FSM: waar lopen organisaties tegenaan?

                                                                                                                Bij organisaties met service teams op locatie merken we vaak dat de complexiteit niet zozeer in de planning zelf zit, maar in wat er rond die planning gebeurt. Denk aan opvolging na interventies, consistente servicerapporten, en het bijhouden van installaties
                                                                                                              • Introducing Assemblies and Kits in Zoho Inventory

                                                                                                                Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
                                                                                                              • Does the ability exist to make tax on the customer profile mandatory?

                                                                                                                I am reaching out to inquire about the possibility of making the "Customer Tax" field mandatory when creating a new customer in Zoho. We want to ensure that all customers have their tax information recorded to maintain compliance with our internal processes.
                                                                                                              • email association with CRM

                                                                                                                Why is it 2024 (almost 2025) and Zoho has not figured out how to integrate email with CRM? It is so inconsistent at associating emails within CRM. I am an attorney. I have clients and work with other attorneys. Attorney John Doe is associated with multiple
                                                                                                              • Fix the speed

                                                                                                                It takes ages to load on every step even though my dataset is quite small.
                                                                                                              • Credit Note for Shipped and Fatoora pushed invoices

                                                                                                                We have shipped a Sales Order and created an Invoice. The Invoice is also pushed to Fatoora Now we need to create a credit note for the invoice When we try it, it says we need to create a Sales Return in the Zoho Books, we have already created a Sales
                                                                                                              • FSM - Timesheet entires for Internal Work

                                                                                                                Hi FSM Team, Several of my clients have asked how they can manage internal timesheets within Zoho FSM. Since their technicians already spend most of their day working in FSM, it would be ideal if they could log all working hours directly in the FSM app.
                                                                                                              • Add a way of clearing fields values in Flow actions

                                                                                                                It would be great if there was an option to set a field as Null when creating flows. I had an instance today where I just wanted to clear a long integer field in the CRM based on an action in Projects but I had to write a custom function. It would be
                                                                                                              • Role Management

                                                                                                                I am creating an analytics dashboard for a company that will be utilized by its various departments such as Finance, Marketing, and HR. My goal is to design the dashboard with separate tabs for each department. Additionally, I plan to implement role-based
                                                                                                              • Highlight a candidate who is "off limits"

                                                                                                                Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,
                                                                                                              • Announcing new features in Trident for Windows (v.1.37.5.0)

                                                                                                                Hello Community! Trident for Windows just received a major update, with a range of capabilities that strengthen email security and enhance communication. This update focuses on making your mailbox safer and your overall email experience more reliable.
                                                                                                              • Early Payment Discount customize Text

                                                                                                                Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.html
                                                                                                              • Deprecation of SMS-based multi-factor authentication (MFA) mode

                                                                                                                Overview of SMS-based OTP MFA mode The SMS-based OTP MFA method involves the delivery of a one-time password to a user's mobile phone via SMS. The user receives the OTP on their mobile phone and enters it to sign into their account. SMS-based OTPs offer
                                                                                                              • Zoho Sheet - Desktop App or Offline

                                                                                                                Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
                                                                                                              • DKIM Now Mandatory - Changes to Zoho Forms Email Policies

                                                                                                                Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering
                                                                                                              • Call description in notes

                                                                                                                When completing a call, we type in the result of the call in the description. However, that does not show up under the notes history on the contact. We want to be able to see all the calls that have taken place for a contact wihtout having to go into
                                                                                                              • Email Address for Contact not Populating

                                                                                                                When I click "Send Mail" from a Contact's page, their email address does not auto populate the "To" field. How do I make this happen?
                                                                                                              • New in CRM: Dynamic filters for lookup fields

                                                                                                                Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this form
                                                                                                              • Why hybrid project management might be the best fit for you?

                                                                                                                Project management techniques are designed to equip teams with proven methods for easy and efficient project execution. While management teams may have apprehensions about adopting the hybrid method of project management, we’ve compiled the top reasons
                                                                                                              • Allow all Company Users to view all projects, but only owner/admins can change projects

                                                                                                                I was wondering if there was a permission setting I could adjust to allow all our company users to see all projects created. Then, only the project owners and admins with the change permission. Thanks
                                                                                                              • Fail to send Email by deluge

                                                                                                                Hi, today I gonna update some email include details in deluge, while this msg pops up and restrict me to save but my rules has run for one year. can you tell me how to use one of our admin account or super admin account to send the email? I tried to update
                                                                                                              • Seeking help to be able to search on all custom functions that are defined

                                                                                                                Hello I have a lot of custom functions defined (around 200) and i would like to search some specific strings in the content of those. Is there a way to accomplish that? If not, is there a way to download all existing custom functions in some files locally
                                                                                                              • Totals for Sales Tax Report

                                                                                                                On the sales tax report, the column totals aren't shown for any column other than Total Tax. I can't think of a good reason that they shouldn't be included for the other columns, as well. It would help me with my returns, for sure. It seems ludicrous
                                                                                                              • Add Bulk Section / Grid Layout Duplicate Feature in Zoho Forms Builder

                                                                                                                Currently in Zoho Forms, users can only duplicate individual fields. There is no option to duplicate an entire section or two-column/grid layout with all internal fields. This becomes inefficient when building structured forms such as Family Details,
                                                                                                              • Leistungsdatum in Rechnungen (Zoho Books)

                                                                                                                Hallo, ist es irgendwie möglich den Leistungszeitraum in der Rechnung aufzuführen? Beste Grüße Aleks
                                                                                                              • Zoho Trident Windows - Streams Not Visible

                                                                                                                Namaste We’re having an issue with Streams not being visible in Trident (Windows), which is important for us as we share many emails internally. It appears that the feature to show Streams above the Inbox folder, as seen in the default mailbox view, is
                                                                                                              • Sales IQ Chat Widget is Only Displaying Last Name

                                                                                                                Can anyone suggest why the widget is only displaying "last name"?! We have the latest version of the wordpress plugin installed. Thanks Thanks!
                                                                                                              • Shopify - Item sync from Zoho Inventory

                                                                                                                Hi team, We’ve connected Shopify with Zoho Inventory. We want that when an item is created in Zoho Inventory, it must create a product in Shopify. But currently, new items created in Zoho Inventory are not getting created in Shopify even after clicking
                                                                                                              • Bulk upload image option in Zoho Commerce

                                                                                                                I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enter
                                                                                                              • Is it possible to setup bin locations WITHOUT mandating batch tracking?

                                                                                                                Hi fellow zoho users, I'm wondering if anyone else has a similar issue to me? I only have some products batch tracked (items with shelf life expiry dates) but I am trying to setup bin locations for my entire inventory so we can do stock counting easier.
                                                                                                              • Kill zoho meeting

                                                                                                                Saying the quiet part out loud. Can zoho please just give up on the idea that they can make a meeting platform and just make our workplace licenses cheaper when you remove it so people can switch to zoom or teams. Tired of the excuses, you guys cant make
                                                                                                              • 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.
                                                                                                              • Unable to Create Task as a Support Administrator

                                                                                                                Hello! I want to ask for help regarding creating tasks within the tickets. I am by default the Support Admin. I should be able to create tasks or activities right? But there's a prompt that I need to contact the Administrator. See photos for reference.
                                                                                                              • Next Page