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





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner




                                                            • Sticky Posts

                                                            • 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
                                                            • Introducing Zoho Creator's v2 APIs

                                                              Hello App Creators, Welcome to Zoho Creator's v2 APIs! This post will serve as the central point for migrating implementations of Creator's current APIs (v1) to v2. Improvements that v2 brings OAuth-based authentication, which is more secure than the


                                                            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 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

                                                                                                            • LESS_THAN_MIN_OCCURANCE - code 2945

                                                                                                              Hi I'm trying to post a customer record to creator API and getting this error message. So cryptic. Can someone please help? Thanks Varun
                                                                                                            • How to update "Lead Status" to more than 100 records

                                                                                                              Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan
                                                                                                            • Analytics for notes created

                                                                                                              Is there a way I can see how many notes were created per day? Via reporting or analytics?
                                                                                                            • Add Custom Reports To Dashboard or Home Tab

                                                                                                              Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad
                                                                                                            • Cannot update Recurring_Activity on Tasks – RRULE not accepted

                                                                                                              Hello, I am trying to update Tasks in Zoho CRM to make them recurring yearly, but I cannot find the correct recurrence pattern or way to update the Recurring_Activity field via API or Deluge. I have tried: Sending a string like "RRULE:FREQ=YEARLY;INTERVAL=1"
                                                                                                            • Add image to report...

                                                                                                              Greetings, I send a weekly color coded report via Creator email. I would like to add the legend somewhere in the report. Header, footer where ever. I have the legend saved on Google Drive and can access it via shared link. Sure someone has wanted to add
                                                                                                            • More controls for User Fields in CRM

                                                                                                              Dear All, We are here with a minor but crucial enhancement to the user fields—now set accessibility permissions to the records for user field. User field allows you to extend co-ownership of records to your peers. You can collaborate with them for certain
                                                                                                            • Calls to accounts rather than leads or contacts?

                                                                                                              So..... We have a dilemma and I'm hoping someone has encountered this before and figured out a fix. We have just migrated to Zoho. It's great.....expect for how "Calls" are handled.... We are B2B. We do not use the leads module. A "Lead/Prospect" for
                                                                                                            • Image Upload Field | Zoho Canvas

                                                                                                              I'm working on making a custom view for one of our team's modules. It's an image upload field (Placement Photo) that would allow our sales reps to upload a picture of the house their working on. However, I don't see that field as a opinion when building
                                                                                                            • Power of Automation :: Automated 'Delayed & Closed' Status Update Based on Due Date

                                                                                                              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
                                                                                                            • Lead Blueprint transition in custom list view

                                                                                                              Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed
                                                                                                            • Range names in Zoho Sheet are BROKEN!

                                                                                                              Hi - you've pushed an update that has broken range names. A previously working spreadsheet now returns errors because the range names are not updating the values correctly. I've shared a video with the support desk to illustrate the problem. This spreadsheet
                                                                                                            • Has anyone integrated SMS well for Zoho Desk?

                                                                                                              Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk. We then need to be able to reply back from Zoho desk which sends the user an sms message. This seems like a fairly common thing
                                                                                                            • populate email address and name in zoho desk?

                                                                                                              Is it possible to populate the email address and name in the zoho desk widget? We only use it in the context of an authenticated user, so we already know the user's name and email. Thanks,
                                                                                                            • Are there default/pre-built dashboards in Zoho Desk?

                                                                                                              Hi, I am looking for some pre-built dashboard templates in Zoho Desk, similar to what we can find in CRM/Projects, etc Thank you
                                                                                                            • Enable Locations for Expense

                                                                                                              Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.
                                                                                                            • Adding branded signature to tickets reply

                                                                                                              Hi, i am unable to figure out how to add signatures with logo to tickets reply. please advice .
                                                                                                            • Zoho Marketing Automation 2.0 - Landing Page function not working

                                                                                                              Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me
                                                                                                            • Zoho Mail Android app update: Manage folders

                                                                                                              Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POP
                                                                                                            • How to share ticket numbers across different ticket types

                                                                                                              I'm running an event and have three different ticket types. Add on Event + Main Event - Early bird Main Event only - Early bird Add on Event only - Early bird And Standard class - shown but not available until early bird finishes Add on Event + Main Event
                                                                                                            • How to keep track of bags, cans, drums of inventory?

                                                                                                              We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another
                                                                                                            • Adding Social Media Buttons to Basic Campaigns

                                                                                                              Hi, I'm quote new to using Zoho Campaigns and I can't work out how to add Social Media Buttons into my basic campaign? In MailChimp there's a button that brings the icons into your campaign for you. I've tried adding the social media icons as 'buttons' in Zoho but it's not looking great. Can anyone help? Thanks!
                                                                                                            • Hide Inactive Social Sign-In Providers from Login Screen

                                                                                                              Hello Zoho Team, We hope you are doing well. Currently, Zoho One allows admins to configure security policies and enable or disable Social Sign-In options for third-party providers such as Apple, Google, Microsoft, LinkedIn, Yahoo, Twitter, Facebook,
                                                                                                            • [Free Webinar] AI Agents in Zoho Creator - Creator Tech Connect

                                                                                                              Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into
                                                                                                            • Download All Attached Files

                                                                                                              It would be extremely useful to have "download-all" functionality for downloading files attached to a task, subtask, comment, forum post or hosted in the "Documents" section etc. We've instructed our users to zip multiple files prior to uploading, but of course they forget all the time. Having to download lots of files one-at-a-time off a comment or task wastes a lot of time.
                                                                                                            • Ship via Carrier Not Working Since Commerce Update

                                                                                                              Since the recent update to the Commerce platform, I can no longer use the ship via carrier function. It will take me to the address screen and let me verify them but when I go to save and move tot he next screen it will not do anything. This is happening
                                                                                                            • automations: Can I execute a step on a specific date?

                                                                                                              I have created a form in Zoho forms, and created a contacts list. I have also begun setting up an automation with the intention of sending the form to the contact list on a specific date every month (via email) for the entire year (essentially sending
                                                                                                            • Zoho Expense - The ability to add detail to a Trip during booking

                                                                                                              As an admin, I would like the ability to add more detail to the approved Trips. At present a requestor can add flights, accommodation details and suggest their preferences. It would be great if the exact details of the trip could be added either by the
                                                                                                            • Adding Folders in Android App

                                                                                                              Is it possible to create a new email folder within the Zoho Mail Android app?  Or can this only be done from the desktop version of Zoho Mail? Cheers!
                                                                                                            • Schedule Exports for Regular Project Updates

                                                                                                              Tracking project data often means exporting data at regular intervals. Instead of manually exporting data every time, users can schedule exports for Phases, Tasks, and Tasks in Zoho Projects. These exports can be set to run once, daily, weekly, or monthly
                                                                                                            • Question about custom fields using Pivot Tables.

                                                                                                              I have created a pivot table showing annual revenue of a client and how much payment that client is paying my company. Is there a way using pivot table to add an additional field that subtracts those to fields / shows me a percentage of that difference?
                                                                                                            • Request for Light/Dark Mode

                                                                                                              Would love the ability to switch between Light and Dark mode similar to Zoho CRM. https://help.zoho.com/portal/en/community/topic/introducing-dark-mode-light-mode-a-new-look-for-your-crm
                                                                                                            • Signature field is showing black

                                                                                                              Hello, When customer signed the service form, it is showing as below picture Phone model: iPhone 16 Pro We tried delete and install application, but it not solved. This has on phone of a few person. There is any advice to solve this?
                                                                                                            • Journey Email - Ignored Contacts

                                                                                                              I have a journey setup which simply sends a string of emails over time. For some reason I am getting large amounts of the contacts who enter the first email being ignored and I can't find anywhere in reports or audit logs why these contacts are not
                                                                                                            • Involved account types are not applicable when create journals

                                                                                                              { "journal_date": "2016-01-31", "reference_number": "20160131", "notes": "SimplePay Payroll", "line_items": [{ "account_id": "538624000000035003", "description": "Net Pay", "amount": 26690.09, "debit_or_credit": "credit" }, { "account_id": "538624000000000403", "description": "Gross", "amount": 32000, "debit_or_credit": "debit" }, { "account_id": "538624000000000427", "description": "CPP", "amount": 1295.64, "debit_or_credit": "debit" }, { "account_id": "538624000000000376", "description":
                                                                                                            • Zoho Books - Include Payment Terms as a Custom View filter

                                                                                                              It would be great if you could created a custom view based on Payment Terms. This would be really handy for seeing a list of customers who have credit terms. A workaround is not required. I could do something with a creditor checkbox, but it would be
                                                                                                            • How to update changed purchase account of item in invoice

                                                                                                              I have selected the wrong purchase account for various articles and created invoices. I had to adjust the purchase account in the article afterwards, but the old purchase account is still posted in the transaction-journal of the invoice. To adjust the
                                                                                                            • Help - Zoho CRM notification on mobile (IOS/Android)

                                                                                                              Hello Community! Can I get the IOS/Andoid CRM app to notify me of events, calls, etc. due as I can with MANY other apps?   I am running the free Zoho I would like this to be native to the Zoho CRM app. I do not want to write a sep. mobile app
                                                                                                            • Zoho Books Idea - Include another field in Bank Details for Address

                                                                                                              Hi Books team, Currently use the Description field in the Bank Details to store the bank's address. This works fine but it would be great if you could add another field for Bank Address, so that other notes about the bank account could be stored in the
                                                                                                            • a question about the COQL API v8

                                                                                                              When I specify eight or more values in a WHERE IN clause and execute it, an error occurs. Is there a limit to the number of values that can be specified in a WHERE IN clause? ↓Error select * FROM Vendors WHERE (id in (1, 2, 3, 4, 5, 6, 7, 8, 9)) ↓Success
                                                                                                            • Next Page