Upcoming Updates - June 2021

Upcoming Updates - June 2021

Hi all,

We hope that you are all safe and in good health. It has been one of the most challenging times of our age and we, as a global community, are trying to deal with it to the best of our abilities. Zoho Creator team has always tried to stick to its plan but we have not been able to deliver the features and enhancements that were previously scheduled for the month of April and May. We regret this inconvenience and appreciate that you have all been patient with us.

We are working on delivering the following by the end of this month:
  • Introducing Zoho Creator’s process management mechanism—Blueprint
  • Standardizing detail view UI in reports embedded in Pages
  • Improving import data in the live application
  • Enhancing print and export settings
  • Updating connection creation process
  • Changing maximum length of decimal field types
  • Obtaining confirmation of actions in pages

Customized Process Management Design

Blueprint provisions a meticulous design to the process laid out in your Creator application. You can envision the process management in your organization and create a functional structure for it, complete with automation, validation, and collaboration.


The drag and drop capabilities of this feature makes setting up blueprints quite simple. Please check out our detailed post on this new tool for better understanding.

Standardized UI for Detail View in Pages

We are introducing an enhancement in the reports embedded in the Pages component. The detail view of records will appear as a larger window in the Pages of your Zoho Creator application. This update is aimed at standardizing the way detail view appeared across reports, when embedded in pages, and improving its user interface.



Improved Import Data in Live app

You might be aware that you can create apps and forms by importing data into the live mode of Creator. We have enhanced it to facilitate more capabilities. You will be able to update the existing records while importing data. To import records to an existing form, we are using the import engine that is used in apps and forms created by importing data. Users who have been using the old migration tool to update existing records can now use this ability as an alternative. Apart from this, we have also incorporated Smart Suggestions, which is already available in form creation, in live mode, to provide intuitive recommendations while you are importing data.



Note: The lookup field will also function properly.

Enhanced Print and Export settings

We will be introducing a few enhancements to print and export settings. In the new export settings, you will be able to provide a file name, select the file format, select the columns to be included in the file, and make the file password-protected.



Similarly, in the new print settings, you will be able to assign the type of view and define preview and print button specifications.

Multiple Updates related to Connections
  • Introducing support for connection in DS while exporting and importing application.
  • Regulating connection creation and authorization process. When you create a connection in the Setup Page, the first step involves entering connection related params like Connection Name and Scopes. After this is completed, the second step involves entering the required params for authorization. The same procedure will be applicable to integration forms (Salesforce and Quick books), integration fields, and Send SMS tasks, as well.
  • Introducing connection authorization in live mode. Developers and admins will be able to view and manage authorizations of connections from the live mode of the application itself.
  • Editing connection link name will be facilitated after creating a connection.
  • Reusing authorization will be supported. Let's say, an admin has created a connection A for the service Zoho OAuth, with a designated permission set (scopes). While creating a new connection B for the same service with the same permission set, the admin will see an option to reuse the existing authorization for connection B. The authorization can be reused if the service and the permission set of two connections are matching. (Please note the authorizations by the same user will be listed and is applicable only for user connections.)
  • Including a new service Paytm for payment connections.
Maximum length of decimal type fields

The maximum length of decimal type fields, decimal, percent, and currency, is being reduced from 19 to 16. The change is a result of a few technical limitations. If your existing data contain decimal digits that exceed 16, once the change is implemented, those values will be rounded off to adhere to the changed limit.

Obtain confirmation on actions
We’re going to introduce the ability to get confirmation on actions in Pages component. This enables you to have a confirmation popup while trying to execute a function on click of a button. You will be able to customize the request for confirmation message and text in the action button. You can also insert fields in the body of the message. The feature will be available only for executing a function.



There are a few other minor updates that are scheduled, as well. We will be updating them in our Release Notes.

Please contact us at support@zohocreator.com for clarifications.

Thanks,
Zoho Creator Team

    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.






                              Zoho Developer Community




                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts





                                                              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

                                                                                                                • Promote a layout to standard so I can delete one layout

                                                                                                                  Similar to this and many other topics: https://help.zoho.com/portal/en/community/topic/set-layout-as-standard The problem, every model has a standard layout, which is what we use most of the time... But as the business grows and evolves we may have to
                                                                                                                • Adding VENDOR SKU to PURCHASE ORDERS

                                                                                                                  how can we add the Vendor SKU when issuing a Purchase Order , so the PO shows the Supplier SKU and our own Internal SKU , which is what we want to receive into the system .
                                                                                                                • Can Zia summarize fields?

                                                                                                                  A great use case of AI for me would be summarizing company descriptions. We often get long winded descriptions from databases or scraping websites, then reduce them to a couple of sentences stating what a company actually does. Is there any way within
                                                                                                                • Zoho Recruit Community Meet-up - India (Venues Finalised)

                                                                                                                  Zoho Recruit Community Meet-up - India (Venues Finalised) Namaste, India. 🙏🏼 The Zoho Recruit team is hitting the road—and we're absolutely excited behind the scenes. Join us for the Zoho Recruit India Meet-up 2026, a morning designed to make your recruiting
                                                                                                                • [Webinar] Solving business challenges: Secure, real-time, and external collaboration

                                                                                                                  Hi Zoho Writer users, We are excited to announce Zoho Writer's webinar for March 2026: Solving business challenges: Secure, real-time, and external collaboration. Zoho Writer supports real-time collaboration by allowing teams to work together in documents.
                                                                                                                • Table dimensions

                                                                                                                  I try changing the dimensions of the table on my computer but it doesn't change. Do I have to be a premium member or does it only work on the app?
                                                                                                                • Zoho CRM Community Digest - January 2026 | Part 2

                                                                                                                  Hello Everyone! Here’s the second part of January’s Zoho CRM Community Digest, rounding up the remaining highlights from the month. From newly rolled out updates to thoughtful implementation questions and practical solutions, the community once again
                                                                                                                • Find and Merge Duplicates to trigger webhook

                                                                                                                  My sales team uses the Find and Merge Duplicates feature often to cleanup records in the CRM. We use webhooks to signal to our internal tools database when new Contacts are created, updated, or deleted, in order to keep our DB in sync with Zoho CRM. However,
                                                                                                                • Introducing WhatsApp integration and quick editing capabilities in Zoho Sign

                                                                                                                  Hi there, Zoho Sign already helps users collect signatures via email and SMS, and we're happy to announce that you can now send documents and authenticate recipients right through WhatsApp. Some of the key benefits include: Communication with recipients
                                                                                                                • Dynamic Field Folders in OneDrive

                                                                                                                  Hi, With the 2 options today we have either a Dynamic Parent Folder and lots of attachments all in that one folder with only the ability to set the file name (Which is also not incremented so if I upload 5 photos to one field they are all named the same
                                                                                                                • Logging Out of FSM

                                                                                                                  I have tried to log out of FSM app of the last person and it will not let me do so. I need to log in to my account.
                                                                                                                • Manage Every Customer Conversation from Every Channel inside Zoho SalesIQ

                                                                                                                  Your customers message you from everywhere. But are you really able to track, manage, and follow through on every conversation, without missing anything? With interactions coming in from websites, mobile apps, and messaging platforms like WhatsApp and
                                                                                                                • 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
                                                                                                                • Enhancement in Zoho CRM: Control who gets to participate in a forecast by customizing the user hierarchy

                                                                                                                  Include only users from the sales function; exclude the rest Dear Customers, We hope you're well! We started this year with a series of exciting enhancements to Zoho CRM and to this list, we are thrilled to add an enhancement to forecasting. Let's talk
                                                                                                                • Multiple Zoho One accounts

                                                                                                                  Hello. I'm searching for a solution to run multiple organizations under 1 Zoho One account or have a different Zoho One account for each organization and still be able to easily login to each. Currently Zoho One doesn't allow the same email address to
                                                                                                                • Tips and tricks #63: Hold and Drag to select elements in the Show app for iOS

                                                                                                                  Hello everyone! Welcome to another tips and tricks article. In today's article, we will learn about the Hold and Drag function in the Show app for iOS. The Hold and Drag option lets you select multiple elements on a slide quickly. Once they are selected,
                                                                                                                • Organize and manage PDFs with Zoho PDF Editor's dashboard

                                                                                                                  Hello users, Zoho PDF Editor's dashboard is a one-stop place to upload, sort, share PDF files, and more. This article will explore the various capabilities that Zoho PDF Editor's dashboard offers. A few highlights of Zoho PDF Editor's dashboard: Upload
                                                                                                                • Possible to generate/download Quote PDF using REST API?

                                                                                                                  See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?
                                                                                                                • Free Webinar - AI for email: Helpful or Hype?

                                                                                                                  Hello, Zoho Mail community! 👋 We're kicking things off with a webinar you won't want to miss—and yes, we're going there: Is AI in email actually useful, or is it all hype? In this session, two of our experts will have an open, no-fluff conversation about
                                                                                                                • Balancing access, security, and productivity with Email Policy

                                                                                                                  An organization typically includes multiple user groups, such as leadership, sales, and support, each with different email usage patterns and security needs. Administrators must balance flexibility and control, thereby ensuring email usage aligns with
                                                                                                                • Is it possible to update multiple work items at once?

                                                                                                                  Hi, Is it possible to update the statuses/release tags of multiple work items at once? I came across this thread that says it's not possible at the moment, but it was related to the Sprints mobile app. Does this feature not exist in the website as well?
                                                                                                                • See Every IM Conversation as It Happens

                                                                                                                  Instant messaging moves fast. Customers expect quick replies and smooth conversations across WhatsApp, Instagram, Facebook, and live chat. But without real-time visibility, small issues become big problems. A session stays open longer than expected. A
                                                                                                                • Dealing With One-Time Customers on Zoho Books

                                                                                                                  Hello there! I am trying to figure out a way to handle One-Time customers without having to create multiple accounts for every single one on Zoho Books. I understand that I can create a placeholder account called "Walk-In Customer", for example, but I
                                                                                                                • Release Notes | January 2026

                                                                                                                  We have rolled out a set of powerful new enhancements across Zoho Vertical Studio that bring several long-awaited capabilities to your applications. These updates focus on deeper customization, smarter automation, better reporting, and improved usability
                                                                                                                • Product Request: Send email to Secondary email

                                                                                                                  Guys, we should be able to send the campaign to the secondary email too.  Is this on the plans for Zoho Campaign? It looks like I can map the secondary email from the CRM to the Campaigs, but can not send the message.  
                                                                                                                • Franchise

                                                                                                                  Is there a solution of how to organize global franchise organisations?
                                                                                                                • Recording overpayment?

                                                                                                                  So a customer just overpaid me and how do I record this? I can't enter an amount that is higher than the invoice amount. Eg. Invoice is $195 and he sent $200. He's a reccuring customer so is there a way to record so that he has a $5 advance for future invoice?
                                                                                                                • Holidays

                                                                                                                  Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and we
                                                                                                                • Composite Product (kit) - Dynamic Pricing

                                                                                                                  I am setting up Composite Products for item kits that I sell. I also sell the items from the kit individually. Problem is when pricing changes on an individual part, the Composite Product price does not change meaning when the cost of item # 2 in the
                                                                                                                • Urgent: Slow Loading Issue on Zoho Commerce Website

                                                                                                                  Dear Zoho Support Team, I am experiencing slow loading times on my Zoho Commerce website, which is affecting its performance and user experience. The issue persists across different devices and networks. Could you please investigate this matter and provide
                                                                                                                • Need help with importing expenses

                                                                                                                  I'm using the template downloaded from the application. When I try to import my expenses, I get the message: Duplicate entry in the Expense Date column. Ensure it contains unique values. None of the rows will import. There are duplicate dates, but they
                                                                                                                • Search not working!

                                                                                                                  I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?
                                                                                                                • ERROR CODE :550 - 550 5.1.1 Invalid email recipients

                                                                                                                  This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. mustafa.ashraf@techlink-eg.net, ERROR CODE :550 - 550 5.1.1 Invalid email recipients
                                                                                                                • What's New in Zoho POS - February 2026

                                                                                                                  Hello everyone, Welcome to Zoho POS’s monthly updates, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how February went. Purchase and sell items on different units We have introduced a unit conversion functionality
                                                                                                                • Can i integrate bigin with google voice?

                                                                                                                   I make all my calling through google voice to seprate my personal line from business. I want to log my calls with customers automatically but i domt see anywhere where i can do that. Any help? Im pretty sure i wont be able to. Sad
                                                                                                                • POP/SMTP access authentication failed

                                                                                                                  I am unable to log setup outlook for my zoho mail account. I am using these settings poppro.zoho.com port 995 SSL smtp.zoho.com port 587(tls)/465(ssl) username/password works on mail.zoho.com but not with POP access. Can you help?
                                                                                                                • Our Review Of Zoho CRM after 60 Days

                                                                                                                  The purpose of this is to just share with Zoho why I love their product, but ultimately why I could not choose Zoho CRM for our next CRM. About two months ago we begun a CRM exploration process for our financial planning firm, based in Texas. We already
                                                                                                                • Error AS101 when adding new email alias

                                                                                                                  Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.
                                                                                                                • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

                                                                                                                  I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
                                                                                                                • Allow Admin to Configure Report > More Options Button

                                                                                                                  As an Admin, I want to configure the options of the Report > More Options button to improve UX and reduce Developer overhead. See attached screenshot. Original question posted here: https://help.zoho.com/portal/en/community/topic/modify-standard-rep
                                                                                                                • Next Page