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




                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day



                                        Zoho Marketing Automation


                                                Manage your brands on social media



                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns 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 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

                                                                                                  • Custom Deal Name in Lead Conversion Mapping

                                                                                                    I know there are ways to change the name of a Deal after conversion using a custom function, so no need to repost that information. I would like to see the CRM Improved with Deal Name Customisation and I think the Lead Conversion Mapping page would be
                                                                                                  • Build custom AI solutions with Catalyst’s QuickML capabilities in CRM

                                                                                                    Hello everyone, We’re thrilled to announce an improvement for our Zoho CRM Enterprise users: the ability to create custom AI solutions using Catalyst’s QuickML directly from Zoho CRM. As you may already know, Zia, Zoho CRM’s AI-powered assistant, offers
                                                                                                  • Introducing Record Summary: smarter insights at your fingertips

                                                                                                    Hello everyone, Building on the recent launch of Zoho's in-house Zia Large Language Model (Zia LLM)—a major milestone in Zoho CRM’s AI capabilities—we’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia LLM to simplify
                                                                                                  • Suppress "spreadsheet will not be saved" message on published sheet

                                                                                                    I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheet
                                                                                                  • Missing "Email Authentication" tab

                                                                                                    Backstage is alerting users about "Unauthenticated Domains" with a large prompt in the backend. It adds a link to learn more. On this tutorial page, it shows where to find the "Email Authentication" tab in this screenshot. However, in our Backstage, that
                                                                                                  • Show item Cost value on Item screen

                                                                                                    The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the item
                                                                                                  • Zoho Analytics to Zoho Sheets - automatic update?

                                                                                                    Hi all, If I create a zoho sheet from an Analytics Report or Analytics Data, is there a way for the zoho sheet to automatically update as the Report / Data in analytics updates?
                                                                                                  • Integration with Moodle

                                                                                                    Greetings, I hope find all doing well and safe. I've recently returned to using Zoho Flow after a break and was hoping to connect my WooCommerce store with Moodle, the world's most widely used learning management system. My goal was to automatically enroll
                                                                                                  • How to Record Loan with interest

                                                                                                    I have received loans from friend he give me like 2 loans so far one is one year repayment and one short, how to properly record his payment, and repayment and give him statement  for each loan he give me 
                                                                                                  • Task status - completed - other options

                                                                                                    I have a dumb question I know i can make custom statuses for the tasks - but is there anyway to make additional "completed" statuses like for instance if i have a task "call back customer" and i leave a vm for them to call back marking it "completed -
                                                                                                  • Task module and related-to field

                                                                                                    In modules other than the Task Module I can add several lookup fields to provide a variety of relationships. In the Task module lookup fields are not available. There is only one "related to" field which I want to use for Company. But I want to relate
                                                                                                  • Add Lookup Field in Tasks Module

                                                                                                    Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).
                                                                                                  • migrating from Zoho Invoices (CRM) to Zoho Books

                                                                                                    Good day, I was wondering if there was a easy way to migrate all the quotes and invoices from Zoho Invoices CRM to Zoho Books. We plan to move to using Zoho Books in a few weeks and would like to have all the quotes and invoices from the past 3 years
                                                                                                  • Zoho MA and Custom Module

                                                                                                    I am trying to create a sync between Markting Automation and Zoho CRM. I am mapping a custom module from the CRM. The custom module has email field mobile phone field However I cannot finish the integration since the system keeps asking me for email or
                                                                                                  • When is partial reimbursement going to be launched?

                                                                                                    Hi there. I saw somewhere that the partial reimbursement feature is in the work. What is the update and ETA of that? Our clients and prospects have been asking us and we agree that that is an important feature to have.
                                                                                                  • Year-End Wrap: Declutter Your Inbox Using Email Filters

                                                                                                    Ping!—an email drops in. And another. And another! It's finally that time of the year when your inbox will be bursting with messages from team members, clients, and marketing agents, leaving you feeling overwhelmed and distracted. Sounds familiar? Now
                                                                                                  • Unified Notes View For Seamless Collaboration

                                                                                                    To facilitate better coordination among different departments and team members, the notes added to a record can now be accessed in all its associated records. With this, team members, from customer service representatives to field technicians, can easily
                                                                                                  • Q4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone

                                                                                                    Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveraging
                                                                                                  • Formula fields - Request for dynamic recalculation / proper implementation

                                                                                                    Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved. As an example: I have a formula
                                                                                                  • Items attribute questions

                                                                                                    Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on the
                                                                                                  • Organize and Track Phases with Phase Custom Views

                                                                                                    Phase Custom Views let you filter and display phases based on specific criteria. This helps you focus on what’s most relevant for you and your team. Filter phases using criteria such as budget, status, and more. Share views with specific users or teams
                                                                                                  • Record Asset Received as Payment

                                                                                                    How exactly would you account for this in books? For example, I receive a mini computer for a review and I get to keep it after the video is published. Would debit my normal asset account (e.g. Computers) and credit an income account (e.g. Other Income).
                                                                                                  • Invoice Line Item Report

                                                                                                    Is it possible to run an 'Invoice Line Item Report'? The 'Invoice Details Report' shows one row per invoice. I would like one row per Invoice Line Item.
                                                                                                  • Transform Your Customer Support with AI-Powered Chatbots in Zoho SalesIQ

                                                                                                    Ever wondered how some companies seem to have superhuman customer support? Let's uncover their secret! In the digital age, customer expectations are skyrocketing. Did you know that according to McKinsey, 75% of consumers expect a response within five
                                                                                                  • Progressive Invoicing

                                                                                                    Progressing invoicing is needed for many industries. It would be great to see it implemented into Zoho Books as well. Set up and send progress invoices in QuickBooks Desktop (intuit.com)
                                                                                                  • Client Script - mapping data from different module

                                                                                                    Dear ZOHO Team Firstly I need to describe the need - I need to have data from Contacts module based on lookup field - the 5 map limit is not enough for me because I have almost 20 fields to copy So I have decided to make a Customer Script - and from unknown
                                                                                                  • DORA compliance

                                                                                                    For DORA (Digital Operational Resilience Act) compliance, I’ll want to check if Zoho provides specific features or policies aligned with DORA requirements, particularly for managing ICT risk, incident reporting, and ensuring operational resilience in
                                                                                                  • Files Uploaded to Zoho WorkDrive Not Being Indexed by Search Engines

                                                                                                    Hello, I have noticed that the files I upload to Zoho WorkDrive are not being indexed by search engines, including Google. I’d like to understand why this might be happening and what steps I can take to resolve it. Here are the details of my issue: File
                                                                                                  • Zoho Creator Upcoming Updates - December 2024

                                                                                                    Hi all, We're excited to be back with the latest updates and developments on the Creator platform. Here's what we're going over this month: Deluge AI assistance Rapid error messages in Deluge editor QR code & barcode generator Expandable RTF and multi
                                                                                                  • Customer can't comment on SO or Invoice

                                                                                                    Hi I just saw that my customers are not able to submit a comment either on invoices or sales order. What happens if my customer hits submit is just nothing. only a red line appears on top of the page which probalby indicates an error. I'm not able to
                                                                                                  • Zoho Creator customer portal limitation | Zoho One

                                                                                                    I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)
                                                                                                  • See Calendar When Creating Meetings On Record Page

                                                                                                    It would be a great user experience to see you calendar while you are creating a meeting on a record page. Here is how I imagine it could look:
                                                                                                  • Saved filters, layout rule support, related list quick navigation, and more

                                                                                                    Hello Everyone, We're excited to share some new features and enhancements in the Zoho CRM iOS and Android apps that will improve your mobile experience. These updates will make your CRM journey more efficient and user-friendly. Here's a look at what's
                                                                                                  • Power of Automation: Automatically send an email to all portal users with today's list of Open tasks.

                                                                                                    Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
                                                                                                  • Introduction of Robotics Process Automation in Zoho products

                                                                                                    It will be great if Zoho can start advancing from automation to robotics process automation. For a start, it can be started with smart document understanding. Provide OCR engines Google cloud, Microsoft Azure Computer vision OCR, Microsoft OCR, Omnipage
                                                                                                  • Lock a custom field on a deal record but keep all other fields editable?

                                                                                                    I have a custom field, which auto-populates a job number upon converting a lead to a deal but the automation breaks if someone accidentally edits that field. I want to lock that field but keep all other fields open. Is this possible? I've tried through
                                                                                                  • Add Feature To Hide Plugin Sections On Record View

                                                                                                    Hi team, I'm trying to help a client tidy up their CRM. When it comes to record view some sections and fields are visible no matter what Layout Rules are applies and they are not removeable from the layout editor. I would like to see an option to hide
                                                                                                  • 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
                                                                                                  • Problem configuring/customizing sales pipeline steps

                                                                                                    Hello, I have created several sales pipelines with different stages in them. Unfortunately I forgot to properly configure these steps (conversion probability, forecast category). How can I modify and customize all these steps? Thnak you by advance M
                                                                                                  • fetch records from analytics table from creator

                                                                                                    I have a creator workflow that I am working in that will compare data from within the app to a table in zoho analytics. Is there a way to fetch a record from Analytics? I have attempted a custom connector with analytics and tried to use it with invoke
                                                                                                  • Next Page