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

                                                                                                          • Export to excel stored amounts as text instead of numbers or accounting

                                                                                                            Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export stores
                                                                                                          • why my account is private?

                                                                                                            when i post on zohodesk see only agent only
                                                                                                          • Getting ZOHO Invoice certified in Portugal?

                                                                                                            Hello, We are ZOHO partners in Portugal and here, all the invoice software has to be certified by the government and ZOHO Invoice still isn´t certified. Any plans? Btw, we can help on this process, since we have a client that knows how to get the software certified. Thank you.
                                                                                                          • 500 Internal Server Error

                                                                                                            I have been trying to create my first app in Creator, but have been getting the 500: Internal Server Error. When I used the Create New Application link, it gave me the error after naming the application. After logging out, and back in, the application that I created was in the list, but when I try to open it to start creating my app, it gives me the 500: Internal Server Error. Please help! Also, I tried making my named app public, but I even get the error when trying to do that.
                                                                                                          • Client Script | Update - Client Script Support For Portals

                                                                                                            Dear All! We are excited to announce the highly anticipated feature: Client Script support for Portals. We understand that many of you have been eagerly awaiting this enhancement, and we are pleased to inform you that this support is now live for all
                                                                                                          • Professional Plan not activated after payment

                                                                                                            I purchased the Professional Plan for 11 users (Subscription ID: RPEU2000980748325) on 12 September 2025, and the payment has been successfully processed. However, even after more than 24 hours, my CRM account still shows “Upgrade” and behaves like a
                                                                                                          • Auto Update Event Field Value on Create/Edit

                                                                                                            Hi there, I know this question has been posted multiple times and I've been trying many of the proposed similar scripts for a while now but nothing seems to work... what might I do wrong? The error I receive is this: Value given for the variable 'meetingId'
                                                                                                          • Pre-orders at Zoho Commerce

                                                                                                            We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery will
                                                                                                          • Payroll and BAS ( Australian tax report format )

                                                                                                            Hello , I am evaluating Zoho Books and I find the interface very intuitive and straight forward. My company is currently using Quickbooks Premier the Australian version. Before we can consider moving the service we would need to have the following addressed : 1.Payroll 2.BAS ( business activity statement ) for tax purposes 3.Some form of local backup and possible export of data to a widely accepted format. Regards Codrin Mitin
                                                                                                          • Problem with Email an invoice with multiple attachments using API

                                                                                                            I have an invoice with 3 attachments. When I send an email manually using the UI, everything works correctly. I receive an email with three attachments. The problem occurs when I try to initiate sending an email using the API. The email comes with only
                                                                                                          • Page Layouts for Standard Modules like CRM

                                                                                                            For standard modules like quotes, invoices, purchase orders, etc, it would be a great feature to be able to create custom page layouts with custom fields in Zoho Books similar to how you can in Zoho CRM. For example, and my current use case, I have a
                                                                                                          • Non-depreciating fixed asset

                                                                                                            Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording land
                                                                                                          • Fixed asset management

                                                                                                            I want to know if there is any individual module for fixed assets management
                                                                                                          • One time sale item in billing automatically detects as service

                                                                                                            if i have some items which i don't want to add in my "item" list because its sold only for one time. but when i type item name in invoice, it (system) automatically takes it as a service and despite of HSN , it shows SAC code to be entered. if its selectable i.e. either item or service , it would be very helpful and a must have feature.
                                                                                                          • Project template after project creation

                                                                                                            How can I apply a project template AFTER the project has been created?
                                                                                                          • convert the project to templet

                                                                                                            i have some deployment ME product for different customer , i need to create a fixed template for use it rather then keeping creating this template every time
                                                                                                          • Related Module in Sharing Rules

                                                                                                            Zoho CRM team recently added the feature to filter records by Related Records It will be really beneficial if we can have this feature for Sharing Rules as well
                                                                                                          • Assignment Thresholds Resetting After Lead Conversion

                                                                                                            Hello everyone, We're facing an issue with Zoho CRM's lead assignment thresholds that makes them unsuitable for our workflow. I'm hoping to find a potential workaround or solution from the community. Here’s our current process: A new lead is created automatically
                                                                                                          • Territory view for custom modules?

                                                                                                            I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories:  Contacts /  Accounts / Opportunities These modules don't have territories:   Buildings (custom module) and 
                                                                                                          • Approval Process Comments

                                                                                                            Is it possible to view the comments entered during the approval or rejection of a record in the approval process? If not, is there a way to require a field to be completed upon approval or rejection?
                                                                                                          • Login for test case

                                                                                                            Had a few questions regarding authentication test cases and couldn't find an answer in the the docs. 1. If an app like Zoho Creator requires authentication before providing access, do I need to create a login function and add it to each test case? 2.
                                                                                                          • Customer members area

                                                                                                            Does FSM support a customer members area? If not what do you propose we use if we want the data used in FSM for customers to give them an area / login to see past orders, create new orders and general announcements.
                                                                                                          • Notes created in mobile can no longer be accessed in desktop

                                                                                                            Working with a 2013 Mac running OS 10.14.6; Desktop Notebook version 4.5.3. Using Motorola Moto G Power 5G - 2024; Android app version 6.7 I have been using Notebook for some years. Starting several weeks ago, the notes newly created ion the phone can
                                                                                                          • Function #49: Manage varying installment payments using Zoho Books

                                                                                                            . Hello everyone, and welcome back to our series! Last week, we discussed automating the collection of fixed installment payments in Zoho Books. But what if your payment structure involves charging varying percentages of the invoice total as installments?
                                                                                                          • Is it possible for contacts to "Re-enter" a workflow in Zoho Campaign?

                                                                                                            We are currently working on a way to automatically add users to from one list to other lists based on specific criteria, but can't seem to find a native way of doing this so we are trying to use Workflows to do this. So, for example, if a user's status is set to "Active," then they should be added to the list "Active Users." If the same user's status is then set to "Paused," they should be added to the list "Paused Users" and removed from the list "Active Users." This works fine for the first go
                                                                                                          • Bulk upload images and specifications to products

                                                                                                            Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.
                                                                                                          • Out of Office for Just One of My Alias Email

                                                                                                            Can I set up the Out of Office Reply for Just One of my Alias Email Addresses?
                                                                                                          • Can I map multiple Surveys into the CRM using the same fields?

                                                                                                            Hello, We are a healthcare practice that offers two distinct services (Nutrition and Primary Care). We use Zoho Survey for our lead generation form (Get Started Survey), which allows people to express interest in one of the two services and even allows
                                                                                                          • Dealing with API responses where integers have more than 16 digits

                                                                                                            Hi there How do I deal with an api response contaning an int or float with more than 16 digits (before any decimal places for a float). I constantly receive the response "Unable to cast the 'BigInteger' value into a 'BIGINT' value because the input is
                                                                                                          • unblock e-mail

                                                                                                            please unblock my e-mails info@meatnews.gr and myrtokaterini@meatnews.gr
                                                                                                          • Add Zoho Mail for users who do not need Zoho One

                                                                                                            We have licenses for ZOho One for teams that need to use the suite of products that Zoho One offers.  We have 8 more people who only need email access and we would like to add just a Zoho Mail.  They do not need the Zoho One license.  We are currently
                                                                                                          • ZML vs HTML Snippet - which is better?

                                                                                                            Are there certain use cases where one is better than the other?
                                                                                                          • Auto CheckOut Based On Shift.

                                                                                                            This Deluge script runs on a scheduled basis to automatically set the 'Actual_Check_Out' time for employees who haven't manually checked out. If the current time is past their scheduled 'Shift_End_Time', the script updates the check-out time to match
                                                                                                          • Infinite loop of account verification

                                                                                                            Hi I can't do anything on my zoho account.  I always get this message Hi Sheriffo Ceesay As a security measure, you need to link your phone number with this account and verify it to proceed further. When ever I supply the details, it displays that the number is associated with another account. I don't have any other account on zoho so this is really annoying. 
                                                                                                          • Load PO_Date field (Purchase Order) with current date in Deluge

                                                                                                            Hi, I'm not a full time developer, just helping to customize our CRM, in the small company I work for. There must be something wrong with me, because I can't do something so simple as complete a field with the current date in a function using Deluge.
                                                                                                          • Zoho CRM in Microsoft Power Automate Custom Connector

                                                                                                            Hi everyone, I’m building a Power Automate flow that integrates Microsoft Bookings with Zoho CRM. The goal is to automatically create a meeting (event) in Zoho CRM whenever a new appointment is booked via Microsoft Bookings. To achieve this, I created
                                                                                                          • Spell check sucks

                                                                                                            Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.
                                                                                                          • Zoho One Login Issue - Unable to receive OTP

                                                                                                            Hi Support Team, I am experiencing a unique login issue with Zoho One. I am attempting to log in from India using Zoho Login credentials provided by a USA-based client. Their Zoho account is hosted on a US data center. After entering the username and
                                                                                                          • In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subf

                                                                                                            In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subform update Invoice , there i have date field,Invoice number
                                                                                                          • Problem of Import Client Users From CRM and or Expense

                                                                                                            I am premium plan user on Projects. I have about 500 customers on Expense and CRM that integrated with each other. According to at below link, I am trying to import clients from CRM, system not allowed to select any customer. If I import from Expense,
                                                                                                          • Next Page