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
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:
- 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.
- Today button will be near the top-right corner of the report. Currently, it's at the top-left corner.
- Previous and Next navigation buttons will be near the top-right corner of the report. Currently, they're in the middle.
- 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
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Lakshman G
jfkaese
johanandresgilrestrepo
BenoitGD
cmcgaverncalgary
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 capabilitiesZoho 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 continueZoho 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 newUpcoming 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
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Feature Request: Assign Documents to Already Entered Bills, Expenses, Invoices, etc.
Hi Zoho Team, We are regular users of the Documents module in Zoho Books and appreciate its ability to keep financial records well-organized. However, we’ve noticed a limitation: There is no way to attach a document from the "Documents > Files" sectionI don't see any WITHDRAWL transaction at all
Hi I manually imported my bank statement to Zoho books today and I am a complete newbie. I have been reading the knowledgebase but unable to fix this. I only see "Uncategorized 91 DEPOSIT transactions". I don't see any WITHDRAWL transaction at all. Also,Shared inbox unable to see replies
Hi we are a small company me and someone else, we have a shared inbox for our sale@ and contact@ however we have this issue where by if i reply to an email or the other person reply to the email, it does not show it to them and therefore we end up replying404 error at checkout
Our customers are getting a 404 error at checkout. Anyone else with the same problem?FONT Sizing in Notebook
Hi Kishore - What is the status of adding font sizing to the application? I have several things that I have pasted directly into Notebook and the fonts are HUGE! I would like the ability to highlight them and reduce the font to a legible size. NothingCan managers Upload documents to their direct rapports?
Admin employees have the ability to upload documents to employees' files; however, managers do not have add/manage button - is it possible for managers to upload their direct reports' documents, such as absence documents or 121 documents. Is there somethingLeave balance display for next year
Is there a way to not have a rollover or not limit the leave balance depending on the date. For example an employee has 10 days leave balance and wants to apply for January leave in December. They cant because the rollover doesnt show the leave balancePlease add an “Auto-Apply Unused Credits” toggle
Hello — please add a simple org-level option to automatically apply unused credits (credit notes, excess payments, retainers) to new invoices and/or bills. An ON/OFF toggle with choices “invoices”, “bills”, or “both” would save lots of manual work forZoho Books not working/loading
Hi! I haven't been able to access/load Zoho Books for the past hours. I get a time out (and it is not due to my internet connection). Could you please check this asap? Thank you!Custom Fields with Data Types for Expense and Payments Received in Zoho Books
Hi all, We are glad to present to you, the option to create Custom Fields for the Expense and Payments received modules in Zoho Books. This also comes with an icing on top of it - Yes, the custom fields can now be created with different data types. Types like Text, Number, Decimal, Amount, Auto Number and Check Box are supported as of now. Rush to the gear icon at the top right corner, select 'More Settings', choose 'Preferences' in the left pane. Click the Expense/Payment preferences where you canZoho Cliq - Incident alert (Server outage - IN DC) | August 28
We've received server down alerts and are currently investigating the issue (IN DC) to find the root cause. Our team is actively working to restore normal operations at the earliest. Status: Under investigation Start time: 09:44:21 AM IST Affected location:Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation
Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responsesHow can I see content of system generated mails from zBooks?
System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.Limitations on editing a message in Cliq
Hi I've checked the documentations and there's no mention of how many times a message can be edited. When trying with code, I get various numbers such as ~1000 edits or so. Please mention if there's a limit on how many times one can change a message viaNarrative 10: Assignment Rules - Streamlining Ticket Management
Behind the scenes of a successful ticketing system: BTS Series Narrative 10: Assignment Rules - Streamlining Ticket Management In the complex world of customer support, a flood of incoming tickets can hit the help desk in seconds. Businesses must do moreCustom form - Duplicate Value Present
I am new to Zoho People. I create a new form on Zoho People quite simple. A date (by default the current date) and a radio button with 3 options (Yes, No, Not applicable) I defined the date as ‘No duplicate’ as only one entry by date is allowed. I added:Zoho API connection issues
Hi, Today at around 1930 GMT our application started experiencing intermittent timeouts from the Zoho API. These intermittent timeouts are not enabling our app to work properly. The API connection was working just fine before. HTTPSConnectionPool(host='www.zohoapis.com',Query Regarding our Partnership between AIC-JKLU and Zoho
Dear Zoho Team, I am writing to raise a concern on behalf of AIC-JKLU, one of Zoho’s incubator partners. Recently, our startups have been facing difficulties while trying to get themselves onboarded on Zoho through our dedicated partner link. Unfortunately,Getting events in the future
Hi I am trying to get events in the future by calling this API Endpoint https://www.zohoapis.eu/crm/v8/Events?fields=Event_Title,Created_By,Created_Time,Start_DateTime But that gives me all events in the database. How do I make a query that returns allCreated Date/Invalid Fields
Since Saturday we have suddenly had issues with our webhooks and data retrieval from CRM. Specifically how Created Date is handled. It appears there was some sort of change within CRM that broke a lot of our code that has been in place for several years.Revenue Management: #9 Revenue Recognition in Media & Publishing
Media & Publishing industry has evolved in recent times. It offers subscriptions, bundles digital and print access, runs sponsored content, and sometimes even sells ad spaces. If you run a media or publishing business, you will always get into a situationZoho CRM Community Digest - July 2025 | Part 2
Hello, Everyone! We’re closing out July with a can’t-miss highlight: Zoholics Europe 2025! Happening from September to October, it’s your chance to level up your CRM skills, covering everything from automation and CPQ to dashboards and advanced workflows.How can I trigger a flow action only once while updating contact?
Hi, we have a trigger to merge&mail file when the field YYY is filled out. For this acion I used "Create or update module entry". But unfortunately we get tens of email on a day with this merged file, because the contact is being regularly updated. TheCopy a Record Template from one Form to another
I have a Creator application with several forms. I developed a record template for one of the reports/forms but want to use most of it for another of the form/report combinations in the application. Is there a way to copy the template (code or otherwise) to another form?Tip of the Week #70 – Create common team signatures for your shared inboxes
Did you know that a small detail, such as an email signature, can make a big difference in how your brand is perceived? One simple yet smart way to enhance your team’s communication is by creating common team signatures for your shared inboxes. InsteadEnhanced data export features: XLSX format, custom character encoding, and selective record export
Greetings all, Here are a few enhancements related to exporting CRM data, including the ability to export data in XLSX file format now. The Export feature under Data Administration now offers new options that expand its flexibility and enable users toTip #42 – How to manage data security with Privacy Settings – 'Insider Insights'
Data privacy is a cornerstone of trust in remote support. Through Privacy Settings in Zoho Assist, you can set up how data is gathered, stored, and handled in your organization. These settings ensure compliance, data protection for sensitive details,Zoho DataPrep and File Pattern configuration
I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regexTicketbai! en el Pais Vasco
Hola a todos, En enero de 2.022 se va a implantar en el país vasco un nuevo sistema de facturación, denominado ticketbai!, ¿hay alguna previsión de realizar las adaptaciones en zoho books o zoho invoices? Ignoro la cantidad de clientes que tienen estasZoho CRM mobile app feature update: home page widgets, field tooltips and user image upload
Hello everyone! Your business doesn't pause when you're on the move, and neither should your CRM. That's why in our latest update, we've introduced a few new features to make your mobile CRM experience smoother and more efficient. Let's take a quick lookZoho CRM Plain Text Template: Line Breaks and Formatting Issue
Hello, I'm following the instructions to create email templates in Zoho CRM, but I'm having a problem with the plain text version. https://help.zoho.com/portal/en/kb/zoho-sign/integrations/zoho-apps/zoho-crm/articles/zoho-crm-email-templates#Steps_to_create_a_custom_email_templateOptimizing Task Handling: Auto-Remove Recurrence for cancelled Tasks.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:Important updates to your connectors
Hello everyone, Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of theCreate, collaborate, and manage agreements with Zoho Sign
Agreements drive business. We launched Zoho Sign in 2017 as a simple digital signature tool to sign agreements from anywhere, at any time. Over the years, we've learned that most agreements go through last-minute changes before they're signed. Our usersFunction #25: Automatically generate purchase orders from a sales order
We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it ishiding a topic from all but one segment (or list)
My organization sends out a number of newsletters using Zoho Campaigns. One of those newsletters is for volunteers. In order to become a volunteer, a person has to first go through our volunteer orientation (training). After that, they can receive newslettersHow do I set up this automation correctly?
When contacts enter my Subscribers list, I want it to reference a custom field to see if it is empty. Then I want it to do two things: If empty: Assign a tag based on a different custom field. If that custom field is empty, assign a different tag. IfFunction #62: Display associated Quote on Invoice details screen
Hello everyone! Today, we are sharing a Related List script that makes it easy to view and access the quote from which an invoice was created right from the invoice details screen. This Related List displays the Quote number and Amount, allowing you toDesk x CRM Integration
Howdy! We currently use SalesIQ but we are considering moving across to Desk as it seems to have more functionality that we want. One of the pulls is the ability for our customers to self serve. But, I might be getting over excited and not actually needIssue with Save & Share Link – Works for Others but Not Creator
I’ve enabled the "Save and Share" feature in Zoho Forms, and it works correctly for all users accessing the public link—except for me (the form creator). Issue Details: When I save and share the link, recipients see a “no permission” error. The form isNext Page