Upcoming Updates - May-June 2022

Upcoming Updates - May-June 2022

Hi all,

Greetings from the Zoho Creator team! We're looking forward to delivering on all the exciting updates we previously announced for you. In this update, we'll be going over:

  • Revising developer permissions
  • API limitations on workflow looping
  • Standardizing link names of subfields in composite fields
  • Introducing the Select All option for choices and records in mobile apps
Apart from this, we're working on delivering the following by the end of this month:

  • Introducing ManageEngine AppCreator
  • Migration of users and permissions from C4 to C5
Developer permissions

Previously, when you (the admin) shared apps with developers, they were able to create lookup fields that look up data from other apps (that were not shared with the developer). From now, to ensure data privacy and security for Creator apps, the developers with whom you have shared apps, will no longer have access to such lookup fields in the shared app. In other words, the developer will not be able to add lookup fields from other unshared apps. They can continue to use the lookup fields added by the admin in live mode, but cannot make changes to its field properties. This gives you control over what you can share, and prevents unintended exposure of information.
Also, the developer will not be able to perform the following actions when the shared app contains lookup fields that look up data from other unshared apps:
  • Duplicating a form
  • Back up and restore
  • Import a .ds file
  • Publish an app from Sandbox 
To enable the developers to edit such lookup fields, you can perform these actions in your scope or share the other apps with the developer. 

API limitations on workflow looping

We've recently identified that a particular usage of API requests leads to a cyclical looping of workflow actions, which in turn leads to performance issues. This post is going to explain both the problem and the solutions we've come up with for it.

Problem scenarios
You can create a workflow with an API request On Load, On User Input, On Validate, and On Success (Add/Update) of a form. It's been observed that some users tend to incorrectly use API calls to add data in the same form or other forms in the same application. This causes a chain of workflows allowing API calls to be repeatedly used in the same manner, creating a loop. 

Let's assume Form A triggers a workflow and uses an API call on successful form submission to add another record to the same form. This cycle continues, allowing the workflow to run repeatedly in a loop, with data getting added to the same form endlessly. 


Similarly, there are two related forms—Form A and Form B. On successful submission of Form A, an API call is used to add a record in Form B, which in turn hits another API call, submitting another record in Form A and continuing the same pattern, adding records in both the forms over and over again. Both these scenarios prove that they lead to an endless loop of workflows.

This pattern is observed in applications with requirement for repetition of the same action or when multiple actions need to be executed in a sequence.

Limiting API calls
As a measure to stop this looping and avoid the subsequent performance dip, we're limiting the API calls that can be triggered in a workflow action.
Going forward, the following behaviour can be observed:
  • Same form: Workflow execution will be limited to one loop, for actions that add records to the same form. That is, the workflow will only be triggered once.
  • Related forms: Workflow execution will be limited to three loops for actions that add records to other forms. That is, the workflow will be triggered thrice, allowing records to be added in three forms, after which it will cease to trigger.
Alternative options
For repetitive workflows actions, or if there is a need for multiple actions, users should create functions and use them wherever required. This will avoid the need for unnecessary API requests. 

If this doesn't meet your requirement, please write to us at support@zohocreator.com. We will assess your requirement and find suitable alternatives.

Composite fields: Link names of subfields 

Currently, the link names of the subfields of composite fields, such as name and address, get appended with an incrementing number as we keep adding multiple fields of the same type in a form. For example, if you've added two address fields in the same form, then the link names for the subfields of the second field will be address_line_12, address_line_22, and so on.

We are now fixing this, such that the link names remain the same for all the subfields, irrespective of the number of fields of the same type. In other words, if you have more than one address field in the same form, then the link names for the subfields of the remaining address fields will be address_line_1, address_line_2, and so on. This fix is aimed at improving the readability and subsequent usage of the link names of such fields. 

Note:
  • DC migration will be done from our end to update the subfields' link names and we will keep you updated about the same (migration date and its status).
  • Common link names will be used for the subfields of any newly added composite field and also for new Creator signups.
We request users who have used custom link names to make note of the following changes:
  • After migration, API requests that contain custom link names for subfields will not work. Instead, you can use their common link names. If you're using Creator Meta APIs to get the subfield link names, then the link name will be automatically changed once the migration is completed.
  • If you've used custom link names for subfields anywhere in your app (manually), they won't work post-migration. In such cases, the custom link name should be replaced with the common link name. For example, consider the below cases: 
    •  Using a composite subfield as a query param in:
      • Form access URL
      • Redirect to (website URL)
      • OpenURL (Deluge)
    • Using a composite subfield in ZML snippets: The existing ZML snippet component will break, since we don't process a ZML snippet unless it is accessed through live.

Select All option for choices and records in mobile apps

You can now select and deselect all the options in a report using the Select All option in the following cases:
  • To select all the choices in multi select fields
  • To select all records in a report
This option will be available in the following components:

Forms
You can simultaneously select all the choices listed in the bottom slider using the Select All option. This option is supported in the following fields:
  • Multi select
  • Checkbox
  • Lookup as multi select (can select the loaded records)
  • Lookup as checkbox (can select the loaded records)


Reports
When performing bulk actions on records, you can select a maximum of 1,000 records that are displayed in the current report using the Select All option. You can also deselect them by clicking the Deselect All option.


AppCreator - ManageEngine

AppCreator is an application-building platform based on the principles of LCAD (low-code application development). It enables developers to build powerful, custom applications rapidly and launch them on the premises of your organization, rather than at a remote facility (such as cloud). You have complete control over your data as well as the infrastructural set up. Data stays in your private network (intranet), nobody other than your organization's users has access to the information. 

AppCreator, with its set of feature-rich low-code tools, helps improve the throughput of IT app development teams—requiring fewer resources for projects and taking up to one-tenth less time than when using traditional methods. This product also empowers IT teams to collaborate, develop, deploy, and maintain applications and workflows while meeting data residency, security, and compliance needs. 

These low-code applications encourage citizen developers in their organizations to build robust apps with less code. This helps IT teams focus on business-critical projects while citizen developers create lighter business apps—all the while providing IT teams with the power to administer how the platform is used inside the organization. This will also help in improving tech adoption at organizations, thereby increasing business-IT synergy.
Here's a presentation that outlines the key benefits and features of the platform.

When will AppCreator be available?
We plan to launch AppCreator towards the beginning of June 2022, and we will keep you updated as we move forward.
Here's to kicking off a low-code revolution among ME users in 2022!

Migration of users and permissions from C4 to C5

Last year, we made an announcement regarding the final step of the C5 upgrade process in this post. The final step of this migration will now happen for upgrading the Sharing module (profiles in C4) to the latest version (C5). This upgrade applies to users who are currently using old sharing in C5 and have not yet upgraded to the new sharing. This process will be available in the upcoming weeks and you will be notified via email prior to the migration. You (the admin/developer) of each application has to follow a minimal-step process in order to confirm the upgrade after viewing the preview of each auto-generated permissions set corresponding to the old sharing profiles.
Once all the applications' sharing is upgraded, all the permissions and other configurations for Users and Customer Portal will be upgraded to C5, and the entire upgrade to C5 is now complete. This process will be available in the upcoming weeks and you will be notified via email prior to the migration. 

That's all for now!

Thanks,
The 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 the Zoho Projects Learning Space

                                                                                                                Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,
                                                                                                              • Create CRM Deal from Books Quote and Auto Update Deal Stage

                                                                                                                I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted
                                                                                                              • How to show branch instead of org name on invoice template?

                                                                                                                Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?
                                                                                                              • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

                                                                                                                Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?
                                                                                                              • Unable to remove the “Automatically Assigned” territory from existing records

                                                                                                                Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the Automatically
                                                                                                              • Kaizen #223 - File Manager in CRM Widget Using ZRC Methods

                                                                                                                Hello, CRM Wizards! Here is what we are improving this week with Kaizen. we will explore the new ZRC (Zoho Request Client) introduced in Widget SDK v1.5, and learn how to use it to build a Related List Widget that integrates with Zoho WorkDrive. It helps
                                                                                                              • Set connection link name from variable in invokeurl

                                                                                                                Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()
                                                                                                              • Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?

                                                                                                                We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?
                                                                                                              • I Need Help Verifying Ownership of My Zoho Help Desk on Google Search Console

                                                                                                                I added my Zoho desk portal to Google Search Console, but since i do not have access to the html code of my theme, i could not verify ownership of my portal on Google search console. I want you to help me place the html code given to me from Google search
                                                                                                              • Timeline Tracker

                                                                                                                Hi Team, I am currently using Zoho Creator – Blueprint Workflows, and I would like to know if there is a way to track a timeline of the approval process within a Blueprint. Specifically, I am looking for details such as: Who submitted the record Who clicked
                                                                                                              • Primary / Other Billing Contacts

                                                                                                                If you add an additional contact to a Zoho Billing Customer record, and then mark this new contact as the primary contact, will both the new primary and old primary still receive notifications? Can you stop notifications from going to the additional contacts
                                                                                                              • Missing Import Options

                                                                                                                Hello, do I miss something or is there no space import option inside of this application? In ClickUp, you can import from every common application. We don't want to go through every page and export them one by one. That wastes time. We want to centralize
                                                                                                              • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                                                                                                Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                                                                                              • Is it possible to enforce a single default task for all users in a Zoho Projects ?

                                                                                                                In Zoho Projects, the Tasks module provides multiple views, including List, Gantt, and Kanban. Additionally, users can create and switch to their own custom views. During project review meetings, this flexibility creates confusion because different users
                                                                                                              • [Free Webinar] Zoho Creator webinars - Learning Table and Creator Tech Connect Series in 2026

                                                                                                                Hello everyone, Wishing you all a wonderful new year! May 2026 and the years ahead bring more opportunities, growth, and learning your way 🙂 We’re excited to kick off the 2026 edition of the Learning Table Series and Creator Tech Connect Series ! Learning
                                                                                                              • Reply and react to comments

                                                                                                                Hi everyone! We're excited to bring to you a couple of new features that'll make your sprint process simpler. A cloud application brings with it an array of social media features that can be efficiently used in your organizational setup. As an agile scrum
                                                                                                              • Restrict Users access to login into CRM?

                                                                                                                I’m wanting my employees to be able to utilize the Zoho CRM Lookup field within Zoho Forms. For them to use lookup field in Zoho Forms it is my understanding that they need to be licensed for Forms and the CRM. However, I don’t want them to be able to
                                                                                                              • Module Customisation - Lookup function not available

                                                                                                                Good evening, Within my business, I can have multiple customers, who have multiple mobile assets. When I set these assets up, I enter information such as vehicle registration, Vehicle identification number (VIN), Unit number, YOM, in addition to others.
                                                                                                              • zoho click, and nord VPN

                                                                                                                Unfortunately, we've been having problems with Zoho Click, where essentially the line cuts off after about a minute's worth of conversation every time we are on VPN. Is there a way we can change this within the settings so it does not cut the line off
                                                                                                              • Zoho Calender

                                                                                                                a) does the clanender in zoho project allow you to see the name of the event in the celnder view, it currently says either "Task (1) or "Milestoen (1)" b) Alternatively does the calender in Zoho project integrate with zoho calender?
                                                                                                              • Matching ZOHO Payments in Banking

                                                                                                                Our company has recently integrated ZOHO Payments into our system. This seemed really convenient at first because our customers could pay their account balance by clicking on a link imbedded in the emailed invoice. Unfortunately, we can't figure out how
                                                                                                              • Team Gamification

                                                                                                                Would love to motivate, engage and encourage our team with our social media posts. Would like to include Gamification features of Social Media in Zoho Social or Marketing Automation. And also bring in Social Advocacy tools/tracking/management to these,
                                                                                                              • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

                                                                                                                Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient
                                                                                                              • New Enhancements to Zoho CRM and Zoho Creator Integration

                                                                                                                Hello Everyone, We’ve rolled out enhancements to the Zoho Creator and Zoho CRM integration to align with recent updates made to the Zoho Creator platform. With enhancements to both the UI and functionality, This update also tightens access control by
                                                                                                              • Work Type - Limitation

                                                                                                                Hello, I'm setting up work types and have noticed, a limitation on the parts area to 10 lines. Can this be increased to 20 or greater? In addition to this, when I attempt to add the work type to a work order, the correct labour hours doesn't flow through.
                                                                                                              • Emails sent through Bigin are not posting in IMAP Sent folder

                                                                                                                I have set up my email to work from within Bigin using IMAP.  I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc.  I want all my emails to populate my email client (outlook & iphone email) whether or
                                                                                                              • Turning the page for Zoho SalesIQ: 2025 to 2026

                                                                                                                As we wrap up 2025, we would like to take a moment to reflect on what we set out to achieve this year, what we’ve delivered, and where we’re headed next. What we focused on in 2025 This year was all about strengthening the core of engagement and AI, making
                                                                                                              • Stage-probability mapping feature in custom module

                                                                                                                Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?
                                                                                                              • Temporary Outage in Zoho Cliq Affecting US Users – July 23, 2025

                                                                                                                We experienced a service disruption in Zoho Cliq that impacted core functionality for users in the US region. The issue occurred between Jul 23, 2025, 06:54:00 PM IST and 07:13:13 PM IST, lasting approximately 19 minutes. To restore service stability,
                                                                                                              • Why Sharing Rules do Not support relative date comparison???

                                                                                                                I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static
                                                                                                              • Zoho Cliq not working on airplanes

                                                                                                                Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly
                                                                                                              • Problem with Workdrive folders

                                                                                                                I'm having a problem a problem accessing files in a Zoho work drive folder when using the Zoho writer app. The problem folder appears grayed out in the Zoho work drive window in both the online and writer application. However I can open the folder in
                                                                                                              • Multi-currency and Products

                                                                                                                One of the main reasons I have gone down the Zoho route is because I need multi-currency support.  However, I find that products can only be priced in the home currency, We sell to the US and UK.  However, we maintain different price lists for each. 
                                                                                                              • Create an Eye-Catching Announcement Widget for Your Help Center

                                                                                                                Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for
                                                                                                              • Send Whatsapp with API including custom placeholders

                                                                                                                Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number
                                                                                                              • Customer Management: #6 Common Mistakes in Customer Handling

                                                                                                                Managing customers doesn't usually fall apart overnight. More often, slight gaps in the process slowly become bigger problems. Incidents like missed follow-ups, billing confusion, and unhappy customers will lead to revenue loss. Many businesses don't
                                                                                                              • Zoho Desk iOS app update: UI enhancement of picklist and multi picklist fields

                                                                                                                Hello everyone! We have enhanced the UI of the picklist and multiselect picklist fields on the Zoho Desk iOS app to provide a more refined, efficient, and user-friendly experience. We have now supported an option to Search within the picklist and multiselect
                                                                                                              • Zoho Desk iOS app update: Revamped scribbles with Apple pencil kit

                                                                                                                Hello everyone! We’re excited to introduce a revamped Scribble experience, rebuilt from the ground up using Apple PencilKit for smooth strokes, proper scaling, and seamless image uploads. Please update the app to the latest version directly from the App
                                                                                                              • Zoho Desk Android app update: Norwegian language support

                                                                                                                Hello everyone! In the most recent Android version of the Zoho Desk app update, we have brought in support to access the app in Norwegian language. We have introduced the Norwegian language on the IM module of the Zoho Desk app as well. Please update
                                                                                                              • Field Description is very small

                                                                                                                Hello, The field Description in the activity is very small. Why don't try open a new window, or a bigger popup, or increase the width of the "popup".  Example:
                                                                                                              • Next Page