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

                                                                                                          • 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,
                                                                                                          • equest to Disassociate Bigin from Zoho One and Migrate to Standalone (Upgrade to Bigin Premier – 3 Seats, Annual)

                                                                                                            Dear Zoho One Support Team, I’m writing to request your assistance to disassociate (remove) the Bigin application from our Zoho One organization while preserving all existing Bigin data. After the disconnection is successfully completed, we intend to
                                                                                                          • Unable to enable tax checkboxes

                                                                                                            Hi Zoho Commerce Support, I'm writing to report an issue I'm having with the tax settings in my Zoho Commerce store. I've created several tax rates under Settings > Taxes, but all of them appear with the checkbox disabled. When I try to enable a checkbox,
                                                                                                          • Zoho Commerce - Enable Company Name and Tax Number collection for B2B orders in Global Edition

                                                                                                            Please enable Company Name and Tax Details option on checkout settings in Zoho Commerce Global Edition. It is still important to collect Company Name and Tax Number for B2B sales in many countries. My business is based in Ireland (in the EU) and I have
                                                                                                          • ZohoSign and ZohoBooks Integration/Workflow

                                                                                                            Hello All, We utilize ZohoSign for signatures on tax eFiles. We utilize Dynamic KBA. Additionally, we use ZohoBooks for invoicing for these services. Is there a way to accomplish the following: Send a copy of the Tax Return, Invoice and eFiles in one
                                                                                                          • Manage monthly tasks with projectsf

                                                                                                            Hi All I run a finance and operations team where we need both teams to complete monthly tasks to ensure we hit our deadlines. Can Zoho projects be used for this. There many finance focused tools but we have Zoho one so want to explore Thanks Will
                                                                                                          • Zoho Suite is very slow

                                                                                                            Since today Zoho is incredibly slow over all applications! What's going on?
                                                                                                          • Combine and hide invoice lines

                                                                                                            In quickbooks we are able to create a invoice line that combines and hides invoices lines below. eg. Brochure design         $1000 (total of lines below, the client can see this line) Graphic Design           $600 (hidden but entered to reporting and
                                                                                                          • Zoho Devops

                                                                                                            We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billing
                                                                                                          • Fuel up your sales with the Zoho SalesIQ + Bigin integration

                                                                                                            Hi everyone! We’re happy to bring you the all-new Zoho SalesIQ + Bigin integration. With this, every prospect from your website instantly becomes a contact in Bigin, complete with transcripts and follow-up tasks, so you never lose a lead again. Let's
                                                                                                          • Introducing AI-powered Assessments & Zoho's native LLM, Zia

                                                                                                            We’ve shipped a cleaner, faster way to create assessments in Zoho Recruit. 🚀 Instead of manually building question banks or copying old templates, you can now generate ready-to-use assessments in just a few clicks, all tailored to the role you’re hiring
                                                                                                          • Ability to Reset Visitor Fields During an Active Chat Flow

                                                                                                            Hello Zoho SalesIQ Team, We hope you are doing well. We would like to propose a feature enhancement to Zoho SalesIQ regarding the management of visitor fields within Zobot flows. Use Case: Our bot asks the visitor to provide information about a 3rd person
                                                                                                          • External ID in Zoho CRM

                                                                                                            Hello everyone! We know that Zoho CRM allows you to integrate third-party apps and manipulate data through APIs. While you integrate a third-party application, you may want to store the third-party reference IDs in Zoho CRM's records. To meet this need
                                                                                                          • Some emails are not being delivered

                                                                                                            I have this problem where some of my mail just seems to disappear. When I send it, it appears as sent with no mention of any problem, but my recipient never gets it, not even in the Spam folder. Same for receiving, I have a secondary e-mail address, and
                                                                                                          • New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.

                                                                                                            With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers.   Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find
                                                                                                          • Template modifiactions

                                                                                                            Hello, I am struggling with the templates in ZOHO Books. Especially with the placement of some items, like company address, ship to, bill to etc.  For example: One item I like from template X (placement of ship to and bill to next to each other in the
                                                                                                          • Aggregating the First Value in the Group By of a dataset

                                                                                                            Hi I am trying to get the following Aggregate Formula to work in my chart, but cannot seem to get the right format. I have a series of data that I am running an include_groupby and want to SUM only a column in the first row of each group. So for example.
                                                                                                          • Track Zoho Campaign and Workflow sales impact

                                                                                                            I am attempting to measure the performance of our marketing workflows and campaigns by comparing the date each campaign was sent to a contact with the purchase date of the contact. For example, if Contact A was sent Email A on 9/1 and made a purchase
                                                                                                          • What is a line break code for zoho?

                                                                                                            Hi, I am archiving data by adding values from a single line field from one form to a multi-line field in another form. So I need a code/function that starts a new line on that multi-line field so it does not just keep adding it on the same line. Example, doing something like this means that it will be on a same line. archive.field1 = archive.field1 + input.Field1 I need a code so the input.Field1 can just start on the next line. Instead of "value 1, 2,3,4,5" It will be: "1 2 3 4 etc.".  something
                                                                                                          • Automatic Project Owner change

                                                                                                            Is there a way to change Project Owner automatically once a specific Milestone in a project is marked as completed. Different Teams are working on projects in our Org, they have their own Milestones to complete and so we transfer the project from team
                                                                                                          • Button to add product to cart

                                                                                                            Is there a way to have a button on a page, that when clicked, will add Qty 1 of a product to the cart?
                                                                                                          • Problem with Submit Button Design

                                                                                                            I have made a template to apply to my forms and under the button controls, I have it set to "standard" and yet it's still filling the container. This is super frustrating and looks weird. Why do we not have full control over button size? How can I fix
                                                                                                          • Zoho CRM- Authorize your Microsoft Teams account issue

                                                                                                            Hi, I tried to link Zoho CRM with Teams and I got the following message: Clicking "Authorize now" sent me to the following page, Microsoft tried to start a session but, after 3 seconds the page closed and nothing happened. I get the same message each
                                                                                                          • Is there a way to associate an email in ZOHO Main to a Vendor record in ZOHO CRM

                                                                                                            My situation is as below, I have a vendor in ZOHO CRM lets say "Vend A" and an associated contact, "Cont A" If Cont A sends me an email using the email I've registered in the contact record the standard OOTB email sync will work. But the vendor has some
                                                                                                          • Kaizen #207 - Answering your Questions | Advanced Queries using COQL API

                                                                                                            Hi everyone, and welcome to another Kaizen week! As part of Kaizen #200 milestone, many of you shared topics you would like us to cover, and we have been addressing them one by one over the past few weeks. Today, we are picking up one of those requests
                                                                                                          • Présentation de SecureForms dans Zoho Vault

                                                                                                            Soyons francs : demander à quelqu’un de transmettre un mot de passe ou des informations sensibles n’est jamais une tâche facile. On attend, on relance, parfois de nombreuses fois. Et quand l’information arrive, elle se retrouve souvent dispersée dans
                                                                                                          • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

                                                                                                            Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to
                                                                                                          • Granular Email Forwarding Controls in Zoho Mail (Admin Console and Zoho One)

                                                                                                            Hello Zoho Mail Team, How are you? At present, the Zoho Mail Admin Console allows administrators to configure email forwarding for an entire mailbox, forwarding all incoming emails to another address. This is helpful for delegation or backup purposes,
                                                                                                          • Zoho Workdrive - Communication / Chat Bar

                                                                                                            Hi Team, Please consider adding an option to allow admins to turn on or off the Zoho Communication Bar. Example of what I mean by Communication Bar: It's such a pain sometimes when I'm in WorkDrive and I want to share a link to a file with a colleague
                                                                                                          • Kaizen #190 - Queries in Custom Related Lists

                                                                                                            Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss yet another interesting enhancement to Queries. As you all know, Queries allow you to dynamically retrieve data from CRM as well as third-party services directly within
                                                                                                          • Need the ability to have read only fields on a form.

                                                                                                            There needs to be functionality in Creator that allows a field on a form to be read only. Most screen building software applications have this capability. I know you can hide certain fields from specific users and that you can also make the whole form read only but that's not the functionality I need. I want to be able to create a form where certain fields are editable and other are for display purposes only (read only). For example if the form was displaying information on an item that the user
                                                                                                          • Next Page