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

                                                                                                          • How to iterate through excel data using zoho rpa

                                                                                                            I wanted to iterate or loop through excel data ( datatable). How can i do that
                                                                                                          • Zoho Commerce

                                                                                                            Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not
                                                                                                          • Mass (Pull back) (Close WOs) (Close APs)

                                                                                                            Hi develop team. Just idea because Zoho FSM is great but its too manual. we have a lot of task to do every day and the system needs to have more features to automatic our tasks. I need to close several WOs, APs and Pull Back per day. Please we need mass
                                                                                                          • Customising Zohidesk portal default widgets

                                                                                                            Hello, I'm wondering how could I customise the default widgets such as "popular topics", "popular articles" using CSS or to make the tiles at the bottom match the ones that I made in the picture attached. I have made some custom widgets and edited them
                                                                                                          • If there’s a batch at the end, the ‘mark as inactive’ function doesn’t work.

                                                                                                            when my batch has a date to batch end and I "mark as inactive" he batch does not obey the status and reactivates the batch.
                                                                                                          • Seamless multilingual messaging and tone control in Zia IM Composer

                                                                                                            Hello everyone! Managing customer conversations across multiple languages can be time-consuming. Using Zia in the Instant Messaging (IM) Composer helps you overcome this by providing tools to translate content, adjust your tone, and refine your messages
                                                                                                          • Advanced Deluge help needed with custom function and COQL limits

                                                                                                            I have a scheduled function that takes a snapshot of specific metrics and saves them to a custom module. However I'm struggling with the limits of COQL. I attach my full code, but an example of the issues I'm having is that it's erroring with a 'Limit
                                                                                                          • Tip of the Week - Conditional Formatting Chart

                                                                                                            Conditional formatting allows you to highlight your data series based on a pattern or a trend in your data. This makes it easy for you to identify when your data reaches certain values or when it deviates from the trend.  Zoho Analytics allows you to
                                                                                                          • Zoho Learn - AI Translate

                                                                                                            Hi Learn team, I had a situation today where I was providing training to a client team and I had written articles into their Zoho Learn to support their learning. I realised that one of the team members was a non-native English speaker and they were struggling
                                                                                                          • Power of Automation :: Auto-Sync Custom Date Field Between Related Tasks via Blueprint Transition

                                                                                                            Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
                                                                                                          • Introducing auto-upgrade in Zoho LandingPage

                                                                                                            Hi everyone, We’re excited to share an upcoming update to help you get the most out of your landing pages — the auto-upgrade option, launching on October 22, 2025. Your landing pages are designed to bring in leads, and we want to make sure you never miss
                                                                                                          • Workdrive comment links stopped working.

                                                                                                            I have marked a PDF file with 95 comments, they have worked for a while. When i clicked on them they brought me to the correct page and showed me the outline that i had drew on the plans. The comments included the page number of the outline, but now it
                                                                                                          • How to Bulk-Update Sales Orders in CRM

                                                                                                            Hi - I need to bulk update existing sales orders with dates from our ERP of when the sales orders were created. I made a date field on the Sales Order module where I want to insert that data. I can't Mass Update because I am not updating the fields to
                                                                                                          • Zoho ToDo in Cliq

                                                                                                            Our organization utilizes Zoho ToDo in the Zoho Mail Desktop app. Is there a way for these to show up in Cliq Desktop app as well?
                                                                                                          • 【Zoho CRM】サンドボックス機能のアップデート:カスタムビューが利用可能になりました。

                                                                                                            ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、サンドボックス機能のアップデートをご紹介します。 目次 1. カスタムビューとは 2. 今回の機能アップデートについて 1. カスタムビューとは カスタムビューは、ユーザーが設定した条件に基づいてデータをフィルタリング・整理し、 重要な情報へ効率的にアクセスできるようにする機能です。 「過去15日間の見込み客」や「受注間近の商談」、「特定の優先度レベルが設定された案件」など 条件を指定してわずか数クリックで設定できます。
                                                                                                          • Changing an agents email address

                                                                                                            How do you change an agent's email address? I keep getting a red circle even though I am an admin. And on one of my agents he has two email addresses? How is that possible?
                                                                                                          • Zoho CRM - Potentials Tab

                                                                                                            Hi! When I create a Deal (Potentials tab) the header looks like this: After a refresh on the page it looks like this: What should I do so that it is displayed like in the second pic without refresh? Also I have a user that as of recently, cannot see this
                                                                                                          • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

                                                                                                            Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would
                                                                                                          • Unable to create embed code for resource of workdrive using API

                                                                                                            Hello Team, I am trying to create embed code for a resource using workdrive api in powershell, however facing some issues with injecting data in body. Followed Doc: https://workdrive.zoho.com/apidocs/v1/filefoldersharing/shareeveryone Please help, below
                                                                                                          • Feature Request - Insert URL Links in Folders

                                                                                                            I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create
                                                                                                          • not able to convert pdf to jpg and other forms and vice versa.

                                                                                                            i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.
                                                                                                          • Enable / show scroll bar when Mega Menu is opened

                                                                                                            Hey there I am using the mega menu add-on and experience a "flicker" whenever the mega menu opens. The reason is, that the scrollbar, which has a width of a few pixels, stops showing when the mega menu opens. As the scrollbar disappears the whole page
                                                                                                          • Reports: Custom Search Function Fields

                                                                                                            Hi Zoho, Hope you'll add this into your roadmap. Issue: For the past 2yrs our global team been complaining and was brought to our attention recently that it's a time consuming process looking/scrolling down. Use-case: This form is a service report with
                                                                                                          • Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One

                                                                                                            Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their products
                                                                                                          • How can I transfer data from Production to Development environment?

                                                                                                            Hi, I am using Creator V6 and would like to bring all the data in production to the Development and Testing environments? Is there an easy way of doing that or I have to export and import each table?
                                                                                                          • Add "Reset MFA" Option for Zoho Creator Client Portal Users

                                                                                                            Hello Zoho Creator Team, We hope you are doing well. We would like to request an important enhancement related to Multi-Factor Authentication (MFA) for client portal users in Zoho Creator. Currently, Creator allows us to enforce MFA for portal users,
                                                                                                          • New portal SAML authentication error: User not found

                                                                                                            Dears, Has anyone else been experiencing this lately? I am creating a new portal authenticated by SAML (Entra ID). I followed the same process as I did with other portals, but any new portal created after this always encounters this error. I’ve been reporting
                                                                                                          • Devis et facture multi page

                                                                                                            Bonjour, je suis sur Zoho invoice et je rencontre un problème sur mes devis et factures lorsqu'ils dépassent 1 page. je me retrouve souvent avec des lignes coupées ou le sous total page 1 et le total page 2. j'aimerai savoir s'il existe une possibilité
                                                                                                          • Help with Filtering Records, HTML Pages, and Automatic File Uploads in Zoho Creator

                                                                                                            Hi Zoho Creator Community, I’m building a Zoho Creator application and need guidance on a few features I’ve been struggling with. I want to implement them safely and efficiently, and I’d appreciate any examples, tips, or best practices. I want users to
                                                                                                          • Convert invoice from zoho to xml with all details

                                                                                                            How to convert an Invoice to XML format with all details
                                                                                                          • Feature Suggestion for Zoho Websites – Inspired by Squarespace Systems

                                                                                                            Dear Zoho Team, I’m a Zoho user and also a Squarespace Platinum Circle member, and I recently noticed the launch of Zoho Websites in India. I wanted to share some ideas for features that could enhance the platform for professional users and agencies.
                                                                                                          • Custom View - Sort by Custom Field

                                                                                                            I created a custom field for our Engineering team to know which tickets to work first by numbering them.  I created a custom view to general data which includes the Engineering Priority.  However, I cannot sort the Engineering Priority column ascending
                                                                                                          • Zoho Indeed Intergation not pulling candidate details

                                                                                                            We have recently integrated zoho with indeed. Prior to this our candidates came into the candidates tab via the zoho.resumes email address from indeed and it pulled through the candidates mobile number, and majority of the time a postcode. However since
                                                                                                          • Custom View of tickets created today

                                                                                                            How can I create a custom view that list all my ticked created in the current date? Currently, if I select the "Created Time" criteria, the "Current Time" option does not work as today. Actually, I don't know how it works this "Current Time".
                                                                                                          • Lifecycle Reports

                                                                                                            From data to decisions: A deep dive into ticketing system reports A lifecycle report captures and visualises the sequential states that a ticket undergoes across its lifespan. For instance, when a customer submits a support ticket for a faulty product,
                                                                                                          • Zoho Forms - Print Button on Forms

                                                                                                            Hi Forms team, I'm replicating a form for a client which is currently based on JotForm. I noticed that at the end of the form there is a button to print the completed form. I thought this would be something worth sharing and a nice to have in Zoho Forms.
                                                                                                          • Putting Watermark on Zoho Sheet

                                                                                                            Can this be done?
                                                                                                          • Validation function not preventing candidates under 18 or over 30 from submitting the web form

                                                                                                            Hello everyone, I’m trying to create a validation rule for the Candidate Webform in Zoho Recruit. I added a custom field called “Date of Birth”, and I want to make sure that candidates cannot submit the form unless their age is between 18 and 30 years.
                                                                                                          • Report to know the history of certain Tickets on Desk

                                                                                                            Hi there guys, As the title implies we're wondering if there's any way to get some kind of Report that allows us to check the History of various Tickets at the same time since as of today if we want to know that we have to check them 1 by 1 which is not
                                                                                                          • Advanced Usage Billing: Prepaid with Drawdown

                                                                                                            Picture yourself at your favourite coffee shop, Bean & Brew. You come by every morning for your usual cappuccino, and occasionally you get an extra cold brew and a muffin or two in the afternoon. Interestingly, Bean & Brew has a new idea of offering a
                                                                                                          • Next Page