Upcoming updates - Feb 2019

Upcoming updates - Feb 2019

Hello App Creators,

We hope you're all having a great 2019. Here's a little something from us to add a bit more shine to it.

In the first week of February, the Zoho Creator team will be rolling out the following feature updates: 
  • Navigational buttons in calendar and timelines reports
  • Ability to execute custom actions after a confirmation
  • Interactivity in the reference-listing popup that appears while deleting fields and components, and enabling/disabling certain properties
In addition to our changelog, we'll leave a comment below as each of these updates are rolled out—please keep your users informed about them.

- - - - - - 

Navigational buttons in calendar and timeline reports

Availability : Zoho Creator 5 and accounts using the New UI

To further improve navigation when users access calendar and timeline reports from web browsers, we'll be introducing view-specific pickers and rearranging the navigational buttons.



Here are the UI level elements that will change in these reports:

  1. New view-specific pickers in the top-right corner.
    • They enable navigation by the view you're using. For example, when you access the Month view in a calendar report, the picker will enable navigation across months. 


    • They enable you to jump up time spans. For example, when you access the Week view in a calendar report, you can navigate to whichever week you want, rather than moving one week at a time.



  2. Today button will be near the top-right corner of the report. Currently, it's at the top-left corner.
  3. Previous and Next navigation buttons will be near the top-right corner of the report. Currently, they're in the middle.
  4. Buttons to access the Month, Week, and Day views will be near the top-left corner of the report. Currently, they're at the top-right corner.

- - - - - -

Ability to execute custom actions after a confirmation


Availability : Zoho Creator 5

While accessing reports, it's not uncommon for users to accidentally click or tap on custom actions. Many of you have experienced this and would agree that getting an additional confirmation from users helps. Don't worry—we feel your pain.

Now, while configuring a custom action, you'll get to choose if its workflow will need confirmation from the user to execute. When your users click on a custom action that requires a confirmation, they'll see a popup containing:
  • Message : This is the text that appears in the dialog.
  • Confirm button text : It's Yes by default. Clicking this will execute the workflow.
  • Cancel button text : It's No by default. Clicking this will cancel execution and close the dialog.


Customizations

  • The workflow can be executed either At once or After confirmation, when the custom action is clicked or tapped. This can apply to individual records, multiple records, or both.
  • You can customize the message displayed for both individual and multiple records
  • You can customize the confirm and cancel button texts
  • You can include field values in the message for individual records:
      


  • You can include the record count in the message for multiple records:
      


- - - - - -

Interactivity in the reference-listing popups


Availability : Zoho Creator 5

When you go about deleting a field that's referred to in an app, Zoho Creator doesn't allow you to delete it right away. It lists the places that field is used—like lookup and formula fields—workflows, reports, custom actions in reports, and pages.

A pain point here is that you have to take note of the references, handle them accordingly, and then initiate field deletion again. Well, that's no more.

The popup that lists these references will be revamped to:


  • Clicking VIEW against a reference will open the respective component in a new tab. This will enable you to view and handle the field's usage without having to close the popup.
  • Clicking the Refresh icon will list the places where the field is currently used.
  • The Proceed to Delete button will be enabled when the field's no longer used in other fields and components.

This interactivity will be available while:

  • Deleting fields, forms, reports, and pages
  • Deleting apps
  • Disabling Capture location and Capture IP address form properties
  • Enabling and disabling the Encrypt data field property

- - - - - - - -


We hope you found this post informative. Keep an eye on this space for more of these posts in the coming weeks.

Let us know what you think about these enhancements by commenting below.

Regards,
Lakshman

    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

                                                                                                          • Free webinar: ‌Focal point: Building a financial ecosystem with Zoho Vault and Zoho Workplace

                                                                                                            Hi everyone! Cyber threats against the financial sector are escalating. In the last two decades, nearly one-fifth of reported incidents targeted financial institutions, causing $12 billion in direct losses. Cybercriminals are becoming more sophisticated,
                                                                                                          • New features in Zoho Vault

                                                                                                            We’re thrilled to introduce a wave of powerful updates in Zoho Vault, designed to enhance security, streamline workflows, and improve your overall experience. Let’s dive into what’s new! Folder creation restrictions Limit who can create folders in your
                                                                                                          • Join our World Password and Passkey Day expert Q&A 2025

                                                                                                            Hey everyone! World Password and Passkey Day is almost here, and there's no better time to talk about something we all rely on daily—secure authentication. Did you know that a staggering 60% of hacking-related breaches are tied to weak or stolen passwords?
                                                                                                          • Dashlane discontinued its free plan: Here's why Zoho Vault's free plan is worth the switch

                                                                                                            Hey everyone, Dashlane password manager has officially announced that its free plan will be discontinued starting September 16, 2025. This change means that current free users will need to either upgrade to a paid subscription or export their data and
                                                                                                          • Introducing SecureForms in Zoho Vault

                                                                                                            Hey everyone, Let’s face it—asking someone to send over a password or other sensitive data is rarely straightforward. You wait. You nudge. You follow up once, twice—maybe more. And when the information finally arrives, it shows up in the worst possible
                                                                                                          • Clickjacking: Zoho Vault's Response

                                                                                                            Issue: Password manager browser extensions are found to be vulnerable to clickjacking security vulnerabilities that could allow attackers to steal account credentials, TFA codes, and card details under certain conditions. Reported by: Marek Toth, Independent
                                                                                                          • Free webinar: Security that works: Building resilience for the AI-powered workforce

                                                                                                            Hello there, Did you know that more than 51% of organizations worldwide have experienced one or more security breaches, each costing over $1 million in losses or incident response? In today’s threat landscape, simply playing defense is no longer enough.
                                                                                                          • Free webinar—Redefining workforce security with Zoho Vault: Passwords, passkeys, and multi-factor authentication

                                                                                                            Hi everyone! Did you know that in Q2 alone, 94 million data records were leaked globally? Behind every breach is a combination of poor password habits, phishing attacks, privilege misuse, and simple human error. The fallout—including reputational damage,
                                                                                                          • In arattai received message can't be deleted

                                                                                                            The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a received
                                                                                                          • Fill Colors

                                                                                                            Hello, Just curious, is it possible to manage the Used and standard colors in the fill drop down menu ? I would like to change/edit them is possible to colors I frequently use. Thanks for you reply, Bruce
                                                                                                          • Is there a way to generate a virtual meeting for a group service in Zoho Bookings?

                                                                                                            Are virtual meetings not supported for group services/meetings? I have integrated Zoom with one-on-one services, but I need a way to create an online group meeting. Thanks
                                                                                                          • Items Below Reorder Point Report?

                                                                                                            Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something s
                                                                                                          • Client scripts for Zoho Books ?

                                                                                                            Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having function
                                                                                                          • Fillable template with dynamic tables?

                                                                                                            Is there a way to build a fillable template so that users can add rows to a table? To describe what I'm trying to accomplish the table has 3 sections; a header row, some number of rows with custom information, and a summary row with totals. I can't figure
                                                                                                          • Invoicing multiple expense items as a single line item

                                                                                                                  My client would like me to invoice them for multiple expense items on a single line item on an invoice.  Can this be done?  I know I can import billable expenses to an invoice, but I don't know how to show them as a single line item or have them
                                                                                                          • Zoho Books | Product updates | November 2025

                                                                                                            Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax Digital
                                                                                                          • Tables improvement ideas / features

                                                                                                            Heya, I've been using Zoho Tables for a few months now and wanted to post some features that I think will be greatly beneficial for the tool: 1. Ability to delete a record in automation or move a record in automation. - Usecase: I move a record from one
                                                                                                          • Announcing offline payment modes for event tickets

                                                                                                            Hello everyone,   Collecting ticket payments from prospective attendees can be a tricky part of event planning. While Zoho Backstage has always allowed you to collect payments online as people buy tickets from your event microsite, we have now enabled
                                                                                                          • Gmail is ramping up its email sender policy from November 2025

                                                                                                            Hello marketers, As you may be aware, Gmail introduced a guideline for bulk senders starting February 2024. If not, here's a quick refresher straight from Google: After this policy was announced first in 2023 and soft-implemented in February 2024, we
                                                                                                          • Deluge Error Code 1002 - "Resource does not exist."

                                                                                                            I am using the following script in a Custom Button on a Sales Return. Basically, the function takes the information in the sales return (plus the arguments that are entered by the user when the button is pushed) and creates a return shipping label via
                                                                                                          • Item images

                                                                                                            Can we get an "On hover" expanded image for items please ?
                                                                                                          • Ability to Create and Manage YouTube Video Chapters in Zoho Social

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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