Upcoming updates - Mar 2019 - part 1
Hello App Creators,
In the coming days of March, 2019, the Zoho Creator team will be rolling out the following feature updates:
- Zia-powered smart data import
- Auto-refresh of related elements in pages
- Ability to drill down data points in pivot charts
-
Application of field-level permissions when viewing related data
-
Domain restriction
- - - - - -
Zia-powered smart data import
Applicable to : Zoho Creator 5
This improvement will bring you:
- Data cleansing capabilities powered by Zia — Zoho's AI assistant for business
- Support for importing subform, name, and address data
- An import interface that enables a spreadsheet app-like experience
Note: These improvements will be available during app creation and not when you create a form by importing a file.
Zia-powered data cleansing capabilities
Before you upload your file and create an app, it's a best practice to tweak the data in it so that it fits the model of tables in a relational database. To assist here, the new Zia-powered import interface will enable you to:
- Filter the data in a sheet. Only the filtered data will be imported into the application.
- Find & Replace data
- Perform data-cleansing operations in the sheets, which are grouped under the Refine Data option:
- Fix inconsistent spellings
- Fix missing values
- Split the data in a column into two by defining their delimiter
- Merge columns
- Explore the frequency distribution of values in a column
Importing subform data
Before you upload your file, you'll have to ensure that the main or parent form data and subform data are in separate sheets.
In the import interface, checking a sheet's Make it as subform checkbox is how you'll define that it contains subform data. Upon doing so, you'll have to:
- Select the sheet that contains its parent data. This'll become the parent or main form after the import operation. Let's call this the "parent sheet".
- Select the column in the "parent sheet" that identifies each row uniquely.
- Select the column that's the parent row identifier in the current sheet (which you're marking as subform)
Importing name and address data
You'll be able to map the Name or Address field to a column via its Field type option.
Name/address data can be present in a single column or span multiple columns. When it spans multiple columns, you'll be able to map the name subfields (Prefix, First Name, Last Name, Suffix) and address subfields (Address Line 1, Address Line 2, etc.) to the respective columns in the sheet.
Spreadsheet app-like import interface
Currently upon importing, the sheets in your file are displayed as collapsible sections that show you a preview of the data in them. They'll now be displayed as tabs — like sheets in a spreadsheet. In addition to the existing abilities of renaming and selecting/deselecting sheets, you'll be able to:
- View the data in all the rows in the sheets
- Sort the data in your sheets. (This sorting won't be applied in the app you create. It's only to let you view the data in the required order.)
- Delete rows
- Undo and redo actions
- - - - - -
Auto-refresh of related elements in pages
Applicable to : Zoho Creator 5
A common usage of pages is to build Dashboards that display key performance indices (KPIs). A common requirement in business and productivity apps is for the dashboards to show the latest data. This was so far being achieved via workflows by reloading the page after a record was created, updated, and deleted.
We've stepped up in this regard — page elements corresponding to an embedded form will automatically be refreshed when your users create, update, and delete records in that form. Things to note:
- The elements that will be refreshed are panels, charts, reports (except pivot reports)
- The create, update, and delete operations must happen from the same window. Opening the form (from the page) in a pop-up or new window will not auto-refresh the related elements in that page.
- - - - - -
Ability to drill down data points in pivot charts
The ability to drill down data points in pivot charts enables users to visualize the underlying data points as a new chart. We'll be adding this ability to the View underlying data property of pivot charts:
- This property will be renamed as View underlying data and drill down
- Upon checking this, your users will additionally see the Drill Down option, clicking which will enable them to visualize the underlying data points as a new chart
- - - - - -
Application of field-level permissions when viewing related data
Currently field-level permissions aren't strictly enforced when users view related data — data fetched via lookup and subform. After this is fixed:
- In the quick view of a report, users will be able to view only those related fields that they have permission for
- In the detail view of a report, users will be able to view a related data block only when they have permission to view data in the corresponding form. Also, they'll be able to view only those fields of the related form that they have permission for.
- - - - - -
Domain restriction
Applicable to : All
Enterprise-grade applications, especially those that handle and store sensitive data, face a variety of threats. It therefore becomes essential to ensure that an email address from an external domain does not even get added as a User or Developer in such applications.
Welcome Domain Restriction. This feature will ensure the above said. Things to note:
- Domain restriction will be available at the app level
- You'll be able to enable this only when your Zoho account is based on your own domain
- - - - - -
We hope you found this post informative. Let us know what you think about these updates by commenting below.
Best,
Lakshman | Zoho Creator
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Lakshman G
BenoitGD
Lucian
Damien Cregan
Steve Shepherd - 100rails
Sticky Posts
Introducing Zoho Creator's 2025 Release Projection 2
Hello Creators! I'm Prakash, from the Creator product management team, and today I'm delighted to unveil our next set of features as part of Release Projection 2 for 2025. With thoughtful analysis and planning, we've curated powerful new capabilitiesZoho Creator - 2023 Release Projection 1
Hello everyone! A very Happy New Year to you and your family. Hope you're all good and having a great time using Zoho Creator to make your lives easier and your businesses prosper. 2022 was an action-packed year for us at Creator, and we hope to continueZoho Creator User Group meetups in a city near you! - Oct - Nov, 2023
Greetings from the Zoho Creator team! We're hosting a series of Zoho Creator meetups in various cities across the globe, and we'd love to meet you there! Our meetups are a great opportunity to network with industry peers, exchange ideas and best practices,Zoho Creator - 2023 Release Projection 2
Hello everyone! Time truly flies when you're having an incredible journey, and today we mark the completion of an eventful and action-packed six months. It feels like just yesterday when we embarked on this adventure together with the launch of our newUpcoming Updates - August 2022
Hi all, Greetings from the Zoho Creator team! Today we've got news for you on some exciting updates. And rest assured— there’s more to come! In this post, we'll be going over the upcoming features and improvements for this month as mentioned below. A
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Delete my store of Zoho commerce
Hi Team, I want to delete my stores of commerce. Please help me asap. Looking for the positive response soon. Thanks Shubham Chauhan Mob: +91-9761872650Delete Inactive Zoho Accounts - Access Cleanup_User Id: 60001640923
As part of our Zoho access hygiene, we’ve reviewed and deactivated several inactive user accounts. These accounts have not been used in the past year and are no longer tied to active operations. All access rights have been revoked, and records retainedNo feedback from Zoho Books regarding Yodlee feeds for Investec
I reported on 6 Feb 2025 that the Bank Feeds for Investec bank via Yodlee are not working. To date there has been no resolution. You are charging us for a suite of products where the functionality does not work. Please advise how you will refund me forInappropriate Removal of Features
It's the first with any software where I am experiencing that an existing customer has some of his exiting features removed. Moreover, new Zoho One users are paying less than us. Is this going to be Zoho's "normal behaviour". If so, it is going to beFiltering report embeded in page
Right now we are using a page variable to filter a report on a page. However, it being a page variable makes it reset if you go to another report/form, we want the filter to be kept the same. I tried using an application variable according to zoho youExport Invoices to XML file
Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunitiesZia summarizes your IM bot chats in real time
Hello everyone! Let's say you’re an agent taking over a chat where a customer was booking a flight through a bot on WhatsApp. They've already shared key details, like their destination, travel date, and number of passengers. You need to understand theMegamenu
Finally! Megamenu's are now available in Zoho-Sites, after waiting for it and requesting it for years! BUT ... why am I asked to upgrade in order to use a megamenu? First: Zoho promised to always provide premium versions and options for all included Zoho-applicationsCancel and refund
Hi, Yesterday I paid for the Zoho email subscription. Within a few minutes, I realized that the subscription counts one email ID as one user. To make another email ID for the same domain name, I'd have to pay for another user. I emailed right away toOne Contact with Multiple Accounts with Portal enabled
I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled andKaizen# 209 - Answering Your Questions | All About Client Script
Hello everyone! Welcome back to another exciting Kaizen post! Thanks for all your feedback and questions. In this post, let's see the answers to your questions related to Client Script. We took the time to discuss with our development team, carefullyTo Do: shareable task links without login
Hi! I’m using Zoho Mail and ToDo in my daily work, and I’ve run into one limitation that’s a real blocker for me. Right now, to share tasks with managers or directors, they need to have a Zoho account and be added to a group. In practice, many of themAbility to turn off "Would you like this amount to be reflected in the Payment field?" message
Team, Is there any way to turn off the message" Would you like this amount to be reflected in the Payment field?" when I make a payment? This is so annoying. This happens EVERY TIME I put an amount in the Payment Made field.Two currencies
More and more I am finding that internattional payments' fees are unpredictable. I would like, on my invoices that are in a foreign currency (eg. USD$ or EUR€) for there to be a GBP£ TOTAL display alongside the invoice's currency total. This would makeUnlock agreement intelligence with Zoho Sign's latest AI updates
Hello! If you've been struggling with long, complex agreements and spending way too much time on them, here's exactly what you'll want to hear: Zoho Sign now integrates with OpenAI's ChatGPT to make agreement management smarter and simpler. Acting likeCurrency abbreviations
Hello, Im stuck, and need help. I need the currency fields for example, opportunity value, or total revenue, to be abbreviated, lets say for 1,000 - 1K, 1,000,000 - 1M, and so on, how should I do this?Embed Sign Document
Has anyone tried embedding a document in a webpage? I'm building a webpage (using PowerPage) and I'm trying to embed it using an iframe then I got this error: Refused to display 'https://sign.zoho.com/' in a frame because it set 'X-Frame-Options' toZeptomail API error 500 internal server error
Hi Everyone, getting this eror continuously! Can anyone please guide around the same! Zeptomail API error 500 internal server error Best RegardsWe’re transitioning from Zoho ShowTime to TrainerCentral
Hello everyone, Zoho ShowTime was originally built as a training platform to serve training agencies, HR teams, and individual trainers. As the platform grew, we realized that more creators and businesses could benefit from its capabilities. That’s whyEmails Are Not Being Delivered to My Inbox
Hello Zoho Support Team, I am experiencing an issue with my Zoho Mail account. The most important problem is that emails are not being delivered to my inbox. Details: My Zoho Mail address: info@coreforcelife.com What happens: I am not receiving any incomingUpload my theme.
Hello. I would like to upload my own theme, this one: https://themeforest.net/item/panagea-travel-and-tours-listings-template/21957086 Is it compatible and where I upload it? If not I will hire a developer, what do I have to ask when I search for one?Radar In Focus: Track customer support metrics using Radar's static reports
Hello everyone, Welcome back to the Radar In Focus series, where we explore how Radar features can add value to your business. In this episode, we're looking at Radar static reports. The help desk is filled with vast amounts of data that can be analyzedMail ToDo & Tasks Webhooks
Our company uses Zoho ToDo inside Mail to manage our tasks. When I create a task and assign it to a team member it does not notify them unless I add a reminder via mail. I'm trying to create a webhook for when a task is created to send a cliq messageAllocating inventory to specific SO's
Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which couldImproved UI for a Seamless User Experience - Calls, Tasks, and Meetings
Hello all, We are making UI unification across CRM so that the UI experience is seamless across the product. As part of that effort, we have made changes to the details page of activity-based module records—Meetings, Calls, and Tasks. Let's look at theseWhere can I find rejected inbound mails and their reason for rejection
Hi, I was recently made aware by a mailing list which I am subscribed to (ffmpeg-devel@ffmpeg.org) that my Zoho mail Mail account is rejecting some emails. If I look under Admin Panel > Security & Compliance > Quarantine > Incoming, the list there isRefund
Hi There, Please refund me asap possible, because of no support given. Thank youتغيير عمله الدفع"Change payment currency"
ما هى طريقه تغيير عمله الدفع "ما هي طريقة تغيير عملة الدفع؟"How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.Attention API Users: Upcoming Support for Renaming System Fields
Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label propertiesZia's ability to generate and improve content extended to Desk mobile app (iOS and Android)
In support, agents will have to understand customers' pain points completely to provide empathetic personalized solutions and a positive experience. However, at times, agents might find it challenging to comprehend the customer issues and connect withBANK FEED - MAYBANK , provider from YODLEE IS NOT WORKING
As per topic, the provider YODLEE is not working for the BANK FEED. It have been reported since 2023 Q3, and second report on 2023 Q4. now almost end of 2024 Q1, and coming to 2024 Q2. Malaysia Bank Maybank is NOT working. can anyone check on this issue?Customer Grouping
Hi, how can I group multiple customers into single group. So that I can have idea of accounts receivables of all the customers in single group. Like if there are multiple subsidiaries of same company we have having a business with, and want to view theItem images
Can we get an "On hover" expanded image for items please ?Free webinar—Redefining workforce security with Zoho Vault: Passwords, passkeys, and multi-factor authentication
Hi everyone! Did you know that in Q2 alone, 94 million data records were leaked globally? Behind every breach is a combination of poor password habits, phishing attacks, privilege misuse, and simple human error. The fallout—including reputational damage,Zoho Sign product updates - Q3 2025
Hello everyone! Q3 was all about AI. Here's the list of features and enhancements that have gone live, along with a list of what we have in pipeline for the last quarter: AI-powered agreement management Sending documents and authenticating recipientsZoho sites header
Good day, Im stuck with this situation. I choose a template for my website creation. I have tweaked every instance of the visual editor, regarding the header, I have created created customize fonts presets... I have followed every single step. and myZoho Books Sandbox environment
Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need aQuick Create needs Client Script support
As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, fromKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achievedNext Page