Upcoming updates - July 2019

Upcoming updates - July 2019

Hello App Creators,

We’re here with another set of updates.

During Jul-2019, the Zoho Creator team will be rolling out the following feature updates:
  • subform.insert() and subform.clear()
  • Zia-powered smart data import during form creation
  • Ability to control rendering of HTML content in Formula field
  • Lookup data from Radio and Drop down fields
  • Setting background images for panels
Here are the links to the recent posts in this series: Apr-2019 updatesMay-June updates. Refer to our changelog for the complete list.

- - - - - - - - - - -

subform.insert()  and  subform.clear()

Yes! It’s here!

We’ll be introducing two Deluge tasks — subform.insert() and subform.clear() — that’ll enable you to dynamically add and manage data in your subforms. You'll be able to address the following scenarios:
  • Insert data into subform as part of the add record Deluge task
  • Dynamically insert rows in the subform when your user's adding or editing data
  • Delete data from subforms
To achieve these, we've introduced the Collection data type, which can hold a list of values or a map. Let's take a look at these scenarios with syntax.

Inserting data into subform when you're adding a record in the main form

The add record Deluge task will now support adding rows in subforms. Syntax:
  1. row1 = <mainForm_linkName>.<subForm_linkName>();
  2. row1.<textField_linkName> = "value1";
  3. row1.<multiSelectField_linkName> = {"value2", "value3"};
  4. row2 = <mainForm_linkName>.<subForm_linkName>();
  5. row2.<textField_linkName> = "value4";
  6. row2.<multiSelectField_linkName> = {"value5", "value6"};
  7. rows = collection();
  8. rows.insert(row1, row2);
  9. rec_id = insert into <mainForm_linkName>
  10. [
  11.     <mainForm_textField_linkName> = "value";
  12.     <subForm_linkName> = rows;
  13. ];

Dynamically insert rows in subform when your user's adding or editing data
  1. row1 = <mainForm_linkName>.<subForm_linkName>();
  2. row1.<textField_linkName> = "value1";
  3. row1.<multiSelectField_linkName> = {"value2", "value3"};
  4. row2 = <mainForm_linkName>.<subForm_linkName>();
  5. row2.<textField_linkName> = "value4";
  6. row2.<multiSelectField_linkName> = {"value5", "value6"};
  7. rows = collection();
  8. rows.insert(row1, row2);
  9. input.<subForm_linkName>.insert(rows);

Delete data from subforms

This is where the clear() task will come in handy. Syntax:
  1. input.<subForm_linkName>.clear();
It'll behave differently based on the type of subform:
  • When you operate the clear() task on a blank/inline subform, it'll delete all the rows in that subform
  • When you operate the clear() task on a subform that itself is a form, it'll just delete the relationship between the main form's record and related subform records. Records in the subform will remain intact.
- - - - - - - - - - -

Zia-powered smart data import during form creation

Applicable to: Zoho Creator 5

Remember the Zia-powered smart data import capabilities that were recently introduced w.r.t. app creation? They’ll now available during form creation as well.

Additionally, the following abilities will be introduced:
  • Edit a cell’s value by double-clicking it
  • Edit identical cells in a column by right-clicking 
  • Enable the No duplicate values property for a column 
  • Enable the Mandatory property for a column
  • Establish relationship with data in existing forms via lookup field
- - - - - - - - -

Ability to control rendering of HTML content in Formula field

We're introducing the Show value in reports as field property for the Formula field. It can be set with the value Plain text or Rich text.

Having the formula field display data as plain text may benefit the performance of displaying its data in reports. How? — Late last year we upgraded our security framework w.r.t. processing HTML and CSS content. This ensures that only valid/allowed tags and attributes are rendered in your apps. Therefore, choosing to display the formula field's data as plain text will let the system skip consulting this white list. Even if HTML tags are present, they'll be treated and displayed as characters.

Note:
  • Existing formula fields will be set to show their data as Rich text.
  • Formula fields that you add after this update will be set to show Plain text. You’ll have to set it to Rich text to have that formula field render HTML tags in reports.
- - - - - - - - -

Lookup data from Radio and Drop down fields

In other words, you’ll be able to include radio and drop down fields as the lookup's Display fields.

- - - - - - - - -

Setting background images for panels

Applicable to: Zoho Creator 5

You’ll be able to upload an image and set it as the background for a panel or a cell in a panel. The panel or cell’s content will appear over (or “in front of”) the image.

- - - - - - - - -

Let us know what you think about these updates.

Best,
Lakshman | Zoho Creator Team

    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

                                                                                                          • Sorting columns in Zoho Projects

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

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

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

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

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

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

                                                                                                            Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
                                                                                                          • Cadences

                                                                                                            I have just started using Cadences for follow-up up email pipeline. Is it just me or do you find the functionality very basic? For example, it will tell me (if I go looking for it) if someone has replied to a follow-up and been unenrolled; but it won't
                                                                                                          • Canvas View in Zoho Recruit

                                                                                                            Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?
                                                                                                          • Zoho Inventory - Move Orders

                                                                                                            Quick question about Move Orders... Why is there no status to say something like "Draft", "In Progress" and "Completed", similar to Transfer Orders? I'm assuming that when something needs to be moved it should be planned in Inventory, executed and then
                                                                                                          • Kaizen #215 - Workflow APIs - Part 3 - Create and Update Workflow Rules

                                                                                                            Welcome back to another week of Kaizen! Over the last couple of weeks, we’ve joined Zylker Cloud Services as they review and improve their workflows. In Part 1, we discovered and audited their sprawling workflow landscape. In Part 2, we learned how to
                                                                                                          • DataPrep Bigquery Connection failed

                                                                                                            Hello everybody, I want to create a connnection beetwen Bigquery and Dataprep but when I try to connect my project I got this error Loading tables has failed. Table list fetched from the data source expired.
                                                                                                          • Utilisation de Zoho en conformité avec l’article 286 du Code général des impôts (CGI)

                                                                                                            Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.
                                                                                                          • Issue in Zoho People Regularization – Incorrect Hour Calculation

                                                                                                            I have noticed that when applying attendance regularization in Zoho People for previous dates, the total working hours are not calculated correctly. For example, even if the check-in is 10:00 AM and check-out is 6:00 PM, the system shows an incorrect
                                                                                                          • Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics

                                                                                                            Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. Learn
                                                                                                          • Allow Multiple usage units to items while adding them to sales/purchase transactions

                                                                                                            The usage unit of items added in zoho books are static right now and can not be changed. But certain items are received or sold in multiple usage units. One example is fabric. It can be bought in Meters, inches, kgs or other units. Another example would
                                                                                                          • PO receive quantities

                                                                                                            At last, Zoho has finally got around to allowing us to receive a larger qty than recorded in the PO :-) Saves us all from editing the PO's before receiving larger quantities ( usual for us ) ! It's still in "beta" but available upon request, I've tested
                                                                                                          • Analytics : How to share to an external client ?

                                                                                                            We have a use case where a client wants a portal so that several of his users can view dashboards that we have created for them in Zoho Analytics. They are not part of our company or Zoho One account. The clients want the ability to have user specific,
                                                                                                          • Reference Deal Categories in Deluge

                                                                                                            Hello, Is there a way to reference Deal Category in deluge functions? So for our Deals, we have several different WON stages in a pipeline.  Rather than type each stage into our functions, we'd like to be able to reference the Deal Category.  Similar
                                                                                                          • Payroll In Canada

                                                                                                            Hi, When can we expect to have payroll in Canada with books 
                                                                                                          • Users Name & Email in Reports

                                                                                                            Hi, I would like to show the Users Name from their Zoho Acount in All Entries/Reports as well as the current Account Email. Thanks Dan
                                                                                                          • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

                                                                                                            Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers
                                                                                                          • Whatsapp Limitation Questions

                                                                                                            Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
                                                                                                          • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

                                                                                                            Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
                                                                                                          • Workflow Creation with Zia gets stuck

                                                                                                            It gets stuck here:
                                                                                                          • Super Admin Logging in as another User

                                                                                                            How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
                                                                                                          • Unable to Add Asset to Work Order Due to Different Contact and Company

                                                                                                            Hello Zoho Team, I’m facing an issue in our environment related to asset linking in Work Orders. Here’s the situation: When our engineers go for field activities, they initially create the Work Order using the salesperson’s contact details. After completing
                                                                                                          • I NEED MORE CUSTOM FIELDS!!!

                                                                                                            Why can I only have 60 custom fields! It's not enough. I want another 100 extra custom fields to do what's necessary for my business! I'm sure I can't be the only one with this problem!!! How hard would it be to fix this? Just fix it for me please at
                                                                                                          • Zoho Webinar et Zapier : de la prise de rendez-vous aux relances — une automatisation performante

                                                                                                            Organiser un webinaire réussi et gérer efficacement les participants peut être un véritable défi. Avec Zoho Webinar et Zapier, vous pouvez rendre vos processus plus simples. Vous gagnez du temps en automatisant les tâches répétitives. Résultat : une expérience
                                                                                                          • Ticket Stages Report

                                                                                                            From data to decisions: A deep dive into ticketing system reports Ticket stages refer to the series of transitions from the moment a support ticket is created until it is closed. It moves through various stages based on the actions taken at each preceding
                                                                                                          • 【参加無料】今年最後のZoho ユーザー交流会|東京・大阪・名古屋で開催! 活用事例&ユーザー同士の情報交換

                                                                                                            ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 11月に東京、大阪、名古屋の3都市でZoho ユーザー交流会を開催します! 毎回ご好評いただいている本イベントでは、実際の Zohoユーザーによるリアルな活用事例の共有や 参加者同士でノウハウを交換し合うグループワークを予定しています。 「他社の活用を参考にしたい」「Zoho をもっと使いこなしたい」方にぴったりの場です。 初参加の方もぜひお気軽にご参加ください! ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー
                                                                                                          • Slow Performance on desk.zoho.com. 11/3/2025

                                                                                                            I’m not seeing any active service alerts for desk.zoho.com, but everyone on our account is currently experiencing very slow load times when opening or navigating tickets. We’ve already tried the standard troubleshooting steps — clearing cache and cookies,
                                                                                                          • Create View to See Tickets Closed within the last 3 days

                                                                                                            I'm trying to create a view in Zoho Desk that shows me "recently closed ticket," which I will define as tickets closed in the last 3 days. I want this view to update so that whenever I click to view it is recalculates and shows me tickets closed within
                                                                                                          • Introducing Profile Summary: Faster Candidate Insights with Zia

                                                                                                            We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring
                                                                                                          • Send Whatsapp message from Whatsapp template with custom variables

                                                                                                            Hi, I'm trying to do some basic integration for sending WhatsApp messages from Zoho CRM using Zoho Desk whatsapp templates. When creating new whatsapp template in Zoho Desk we can choose ticket related fields as variables but it's not clear how to use
                                                                                                          • Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

                                                                                                            We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring
                                                                                                          • Dissociate account from contact

                                                                                                            Hello, When I make the call through the API to "Dissociate account from contact" using, /api/v1/contacts/**integer**/accounts/**integer**/dissociate I get this response back, 422Unprocessable Entity (WebDAV) (RFC 4918) { "errorCode": "INVALID_DATA", "message":
                                                                                                          • Zoho Desk and Zoho People Integration - is it possible in order to alert whether an agent is available

                                                                                                            Hi, We use Zoho People for our employees to log absence (Paid Time Off etc). I was wondering if it was possible that this information can be shared in to Zoho Desk, so that when allocating a ticket to an agent, if they are on leave there is an onscreen
                                                                                                          • Add Save button to Expense form

                                                                                                            A save button would be very helpful on the expense form. Currently there is a Save and Close button. When we want to itemize an expense, this option would be very helpful. For example, if we have a hotel expense that also has room service, which is a
                                                                                                          • Call transcrition working for ringcentral?

                                                                                                            I don't see anything about what telephony providers can be used. The Zoho support person A said that RingCentral isn't supported. Zoho support person B said that it works, just make sure the call recording link works. Excellent instructions here: Call
                                                                                                          • Next Page