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









                          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

                                                                                                            • Introducing Dark Mode / Light Mode : A New Look For Your CRM

                                                                                                              Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for
                                                                                                            • Object required error

                                                                                                              Hi, I am getting an 'Object required' error on the line Call HideColumnsOutsideRange(ws, startOfWeek, endOfWeek) when I run the ShowCurrentWeek macro but not when I run the ShowCurrentMonth macro. Any ideas? Regards, GW Option Explicit Sub HideColumnsOutsideRange(ws
                                                                                                            • Zoho CRM - Rename "Estimates" in CRM Finance Suite Integration to "Quotes"

                                                                                                              I'm not sure if it's been 2 or 3 years now since Zoho Books renamed Estimates to Quotes. I still see "Estimates" in the Zoho CRM integration. Could this be added to Translation settings so that some customisation could be made on an account by account
                                                                                                            • Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later

                                                                                                              I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely useful
                                                                                                            • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                                                                                              The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update
                                                                                                            • To Assign a genrated pdf to a file upload field using delug

                                                                                                              content = "<html><body>HTML Content on page One <div style='page-break-after:always'></div> HTML Content on page Two </body></html>"; file = zoho.file.convertToPDF(content); file.setFileName("Name of the file"); <variableName> = <FormLinkName>[ID == input.ID];
                                                                                                            • New Series Announcement - Ecommerce Marketing Tips

                                                                                                              Running an online business is more than just having a website. It’s about getting the right customers to discover you, trust you, and keep coming back. To support your growth journey, we’re launching a weekly Marketing Tips series right here on Zoho Commerce
                                                                                                            • Marketing Tip #7: Add a blog to your online store

                                                                                                              A blog is more than content. It’s a magnet for new customers. Sharing product guides, styling tips, or industry insights through blog posts builds trust and helps you rank higher on search engines. Try this today: Write one blog post answering a common
                                                                                                            • Kanban view on Zoho CRM mobile app!

                                                                                                              What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given
                                                                                                            • Allow Regular Users to Directly Transfer Ownership of Files & Folders

                                                                                                              Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement related to file and folder ownership management in Zoho WorkDrive. At the moment, a regular user cannot directly transfer ownership of their files or folders
                                                                                                            • Creator Simplified #10: Predefine Form Field Values and Make Them Read-Only for Users

                                                                                                              Hey Creators, Ready for this week's tip in the Creator Simplified series? Today, we will explore how to have read only fields in a form. Use Case: Assume a scenario where the default value for a Department field needs to be English Literature, but you
                                                                                                            • STOCK history in zohosheets

                                                                                                              is it possible to get historical stock value using stock function in zoho sheets? i could not see from and to period in the helper document.
                                                                                                            • Triggering rules on lead conversion

                                                                                                              There is no field on the Rule list for rule conversion to trigger an alert on liead conversion to a potential. I assigned a rule to file on any creation or update of a lead. The lead was changed a lead to a potential but no rule was fired. Rajesh Bhadra
                                                                                                            • Customised Funnel

                                                                                                              We are running the standard plan for our ZOHO CRM. I have been asked if there is a way to combine data from the Calls module, Deals module and Contact Module into 1 funnel, similar to the view you can get when viewing Deals By Stages, you can see the
                                                                                                            • Trigger Zapier on Deluge Insert Into Function?

                                                                                                              Hello, To get around the limitation of not being able to trigger a Zapier Zap on Record Update(this would be extremely useful to be able to do btw), I have created a Deluge script to copy the data from Form A to a Trigger Form B using the Insert Into expression from a Custom Action button on a Report from Form A.  This action does not trigger the Zapier Zap whereas manually adding a record or duplicating an existing record does trigger the Zap. Is Insert Into not the same as a manual Add in the context
                                                                                                            • Can you inject JS in an HML+CSS+Deluge Page?

                                                                                                              I have an HTML + CSS + Deluge page and need just a little vanilla JS functionality. However, it seems like Zoho Creator does not allow that. I'm required to create a JS widget. Is this correct? If so: 1. Won't this quickly consume my API limit if there
                                                                                                            • Display Client Name in Zoho Creator Client Portal Dashboard

                                                                                                              Hello Zoho Creator Team, We hope you are doing well. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for providing a personalized portal experience. However, there is currently
                                                                                                            • Unified Inbox for all, including fetched mails

                                                                                                              I fetch mails from different third-parties mailboxes. But I need to switch mailbox too see fetched mails. It's strange. All mailboxes have one shared disk space for own mail and fetched mail, but why do we need to switch mailbox (on the left bottom) to
                                                                                                            • Zoho unified inbox

                                                                                                              The new changes have definitely improved things for switching between accounts.  But zoho still desperately needs a unified inbox.  It sucks to have to enter filters and folders for each and every inbox.  This seems like such a simple thing, i wonder why Zoho hasn't done it?
                                                                                                            • Marketer’s Space - Multi-Channel Campaigns for the Biggest Shopping Week with Zoho Marketing Automation

                                                                                                              Hello marketers, Welcome back to another post in Marketers Space! The biggest shopping week of the year is almost here, and it’s your moment to shine without the stress. With Black Friday and Cyber Monday just around the corner, being present across email,
                                                                                                            • Is there a problem with sharing workdrive files with links since last night?

                                                                                                              As per title, we can't access folders/files through share links since last night. I created ticket but we need quick solution and didn't hear back from the support yet. The files are still accessible by the main account but all zoho files that we are
                                                                                                            • Enable Screen Recording in Zoho WorkDrive Mobile Apps (Android & iOS)

                                                                                                              Hi Zoho WorkDrive Team, How are you? We are enthusiastic Zoho One users and rely heavily on Zoho WorkDrive for internal collaboration and content sharing. The screen-recording feature in the WorkDrive web app (similar to Loom) is extremely useful- however,
                                                                                                            • Production Management Tool (MRP / BOM)

                                                                                                              Hi Guys, is there any recommended App available that works with zoho and covers the needed applications for a production? What we need is a system that covers the BOM (bill of materials), MRP (material ressources planning), MRP II (manufacturing ressources
                                                                                                            • Function #53: Transaction Level Profitability for Invoices

                                                                                                              Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.
                                                                                                            • Bug in Zoho Cliq Signup Flow – "%s" Placeholder Visible Instead of Product Name

                                                                                                              Hi Zoho Team, I would like to report a UI bug in the Zoho Cliq signup/enable flow. During the step where Cliq asks to enable the product for the company, the following text appears: Great! Your company is already available in Zoho, so you just have to
                                                                                                            • Zoho Invoice Customer Login Portal

                                                                                                              Are there any plans for a customer portal to Zoho Invoice, ala Freshbooks?  I would like customers that I invoice to be able to login to review invoices and invoice history.  I have not switched from Freshbooks for this very reason.
                                                                                                            • Exporting tickets

                                                                                                              I went to Setup -> Organization -> Import/Export in order to export tickets but found 2 issues: 1. The email body never gets exported. 2. There are some large numbers (like 5.57E+16) under certain columns of the exported CSV file. I could not find any export options. Please can you help with this?
                                                                                                            • Editing the Ticket Properties column

                                                                                                              This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this
                                                                                                            • Copy field information to clipboard

                                                                                                              I need to be able to transfer some field information in to the clipboard, so that I can then paste it in to our helpdesk system. Is there a way I could add a button to a detail report that does this?
                                                                                                            • Issuing reconciling a bank statement

                                                                                                              HELP! I'm trying to reconcile a bank statement. The prior month reconciled perfectly. Beginning balance is correct yet I'm off by the same amount each time. Both myself and my office manager, separately and together, have tried to complete this reconciliation
                                                                                                            • Unknown table or alias 'A1'

                                                                                                              I would like to create a subquery but i am getting the following error: Unknown table or alias 'A1' used in select query. This is the sql statement:  SELECT A1.active_paying_customers, A1.active_trial_customers, A1.new_paying_signup, date(A1.date_active_customers), 
                                                                                                            • Detect and ignore bots in visitors

                                                                                                              The SalesIQ visitor numbers are basically useless to us because there is no bot detection. We get the same bots coming in from the same countries looking at the same pages every day. It can't be that difficult to tell the difference between an actual
                                                                                                            • Add Real-Time Microphone Audio-Level Indicator During Screen Recording

                                                                                                              Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement to the Zoho WorkDrive screen-recording experience. Current Limitation: During a recording session, there is no visual indication that the microphone is
                                                                                                            • Kaizen #57 - Mass Update API in Zoho CRM

                                                                                                              Hello everyone! Welcome back to yet another post in the Kaizen series. This week, we will discuss the Mass Update API in Zoho CRM. In this post, we will cover the following: 1. Introduction 2. Mass Update Records API  3. Schedule Update and Get Status
                                                                                                            • Zero Personalization of the File Sharing Experience

                                                                                                              By now (2025) this is the maximum level of personalization available for a Zoho sharing link. We gently asked Zoho if we could modify at least the background, and they replied that it cannot be customized. We're truly disappointed – and surprised every
                                                                                                            • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

                                                                                                              Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
                                                                                                            • External Share > Edit: Cannot Create Zoho Files

                                                                                                              Hi Zoho, When we create an external share link with Edit permission, our external users are unable to create a Zoho file (Zoho Writer, Zoho Sheet and Zoho Show). They can only upload files. They can edit the Zoho files if we create them internally and
                                                                                                            • Two factor authentication for helpdesk users

                                                                                                              The company i work for wants use the helpdesk site in Zoho desk, as a place for their distribution partners to ask question and look for information about our product. The things there is suppose to go up there is somewhat confidential between my company
                                                                                                            • Users Not Automatically Being Added To WorkDrive Team

                                                                                                              I have already created a ticket for this issue, but the support team doesn't seem to understand what's happening. Our organization started with a trial of Zoho Workplace around November 10, 2025. I created 10 users, including myself. I sent out the invites,
                                                                                                            • Kiosk can't merge picklist or multiselect

                                                                                                              There is no ability to load a multiselect or picklikst field into a kiosk with the values that have been previously selected. So, I essentially have 3 unacceptable options: 1.)Load the value into a text string and include instructions like this: "Picklist
                                                                                                            • Next Page