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,
Thanks,
The Zoho Creator team.
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
Meghaa Pradyumnan
Abhishek - Zoho Partner
Fernandez
Paul Calverley
Chris Morley
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
How to invite friends on other social media platforms to one of my group chats in arattai?
Hello, I have formed chat groups in arattai. I want to invite my friends on other social media platforms like WhatsApp/ FB to one of my groups. Different friends would be invited to different groups. How to share an invite link of one of my groups toLine spacing
I coudn't decrease the line spacing to space smaller then a single line. There is too much space between the lines that make the document look ugly. Please fix that. Liran. fonarGoogle Fonts Integration in Pagesense Popup Editor
Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google FontsControl Position of “X” (Close) Button in Popup Editor
Hello Zoho PageSense Team, We hope you're doing well. We would like to request a customization improvement in the PageSense popup editor. Current Limitation: Currently, the position of the “X” (close) button is fixed and cannot be customized in the popupAdd Standalone “Save” Button in Pagesense Popup Editor
Hello Zoho Pagesense Team, We hope you're doing well. We would like to request an important usability improvement in the Pagesense popup editor. Current Limitation: There is currently no dedicated Save button while building a popup. The only way to saveText Direction Control in Pagesense Popup Editor
Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to add text direction control in the Pagesense popup editor. Current Limitation: Currently, the popup editor does not provide native support for RTL (Right-to-Left)Autosave in Pagesense Popup Editor
Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance the Pagesense editor with an autosave functionality. Current Limitation: Currently, changes made in the Pagesense editor must be manually saved. InBilling frequency is not displayed correctly.
Hello There is an issue while displaying the billing frequency on a subscription quote. I am able to activate the subscription details and get this lovely overview: If I am adding a Plan which I charge quarterly, first of all it should be possible toCreating Secret via Vault API
Hi I am trying to create a secret through vault api. This is the response I get. One thing I am not sure is how to decrypt the secretdata, how to get the secrettypeid? { "operation": { "result": { "error_code": "", "message": "Sorry, we are unable to process your request.",Zoho CRM custom fields not showing in zoho creator
Hi Team, I have created a Products form with Zoho CRM integration and connected it to Products module of CRM. But when I see the reports of Products in Zoho creator then I am not able to see custom fields of Products module. Only standard fields of ProductsIs It Possible to Hide Menu Option from Main Navigation?
Is it possible to hide a menu option, e.g. Admin, from the Main Navigation based on some criteria, e.g. login = zoho.adminuserUnleash the power of detail, with Table View.
What use is context that's not available where you need it? With this in mind, we bring you the Table View. This feature will add more power to the way you organize and work through your ticket load. Table View comes in handy when you want more control over the ticket information you see. This is a nifty tool for users who find themselves limited in terms of the level of information that is being offered in the Classic View and Compact View. With an upper limit of 15 columns, agents can glean mostKaizen #126 - Circuits in Zoho CRM - Part 1
Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different'Statement of Accounts does not exist' error received, when creating PO using api in Zoho Inventory
Here is request json -- JSONString = { "date": "2019-09-24", "purchaseorder_number": "PO-6-1", "delivery_date": null, "delivery_org_address_id": 36221200000056XXX, "vendor_id": 362212000000564XXX, "attention": "Testing", "line_items": [{ "unit": "Pieces", "account_id": 36221200000003XXX, "quantity": 1, "item_id": 362212000000049XXX, "tax_type": "", "tax_name": "", "name": "One HD", "purchase_rate": 85, "tax_percentage": 0, "item_total": 85.00, "tax_id": "", "warehouse_id": 362212000000564XXX }] }Multiple clients in one project
Hi team, What is the possibility to have more than one client to be linked for one project in the Zoho Books? Our business model is to have a project, and this project have expenses/bills, as well, we issue invoices for this same project to several customers.Support Bots and Automations in External Channels
Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channelsWorkdrive on Android - Gallery Photo Backups
Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. EmmaNeed more details on API Usage Dashboard
Hi Team, We have implemented Zoho Expense for a client and has done some integrations with well known third party ERP via api. Recently we have noticed a huge spike in the API consumption. But we couldn't get the root cause for the same. I accept thereEdit item custom fields
Getting this error : Transactions have been created with the custom field. Hence it cannot be deleted. Not trying to delete it, just trying to change which modules to show in or to not show at all in transactions !Rendering PDF to view on page
My company upload lots of PDF files onto Zoho. But every time we open it, it downloads the file instead of viewing it on the web page. Does Zoho allow uploaded PDF files to be rendered to view on web page yet? I've been trying to use <embed> or <object> but it cannot be loaded. (similar thread: https://help.zoho.com/portal/community/topic/how-to-open-a-pdf-file-of-a-view-in-preview-mode)Dynamically Fetching Lookup Field Display Value
I have an audit trail form, Audit_Changes, that tracks old vs new values across different forms. For lookup fields, the old/new value is the ID, but I also need the display value. What's a best practice for dynamically fetching the display value of theWorkdrive and ChatGPT Team Synced Connectors
Hi, we want to be able to integrate Zoho Workdrive with OpenAI’s ChatGPT Team plan. Google Drive and OneDrive both offer this, zoho please catch up asap. We dont want to have to put our company files in google drive, we want to allow chatgpt Team editionSubform Disabled Fields Should Remain Disabled on Edit/View
Currently, when we disable a subform field using on user input or on add new row, it works perfectly during the initial data entry. However, when the record is saved and reopened for viewing or editing, these disabled fields become editable again. ThisAbility to Create New Items When Zoho Trident is Minimized via tray or taskbar icon
Allow users to create new items (emails, calendar events, tasks, etc.) directly from the system tray icon or by right clicking the task bar icon, even when the window is minimized or not actively running in the foreground. This enables quick access toBug Report and Suggestions for Improvement in Zoho Applications
Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. ZohoI can not see Undeliverable emails from my Mass Email Leads activity in CRM
I am sending email templates and I can not see the Undeliverables? I only receive the "Out of Office" replies and any manual replies from the lead. Can you please let me know where the Undeliverable emails are sent so I can use the information to clean up the database?Select Zoho Contacts as Meeting Participants in Zoho Cliq
Hello Zoho Cliq Team, We hope you're doing well. We would like to request an enhancement to the meeting scheduling functionality in Zoho Cliq. Current Limitation: When scheduling a meeting in Zoho Cliq, participants can only be selected from: OrganizationAbility to Select External Users from Participants List When Scheduling Meetings
Hello Zoho Cliq Team, We hope you're doing well. We would like to request an enhancement to the meeting scheduling experience in Zoho Cliq. Current Limitation when scheduling a meeting in Zoho Cliq: External users can be selected from the list only underKaizen #212 - Map Dependency Fields in Zoho CRM using APIs
Hi Everyone!! Welcome back to another week of Kaizen series! Over the past few weeks, we have been addressing your questions and feedback shared through our Kaizen 200th feedback form. Thank you for your continued engagement and thoughtful queries. WeOutdated state in mexico
Hello Zoho team, the drop down to add the state for customers, when they introduce their state in mexico has a city named “Distrito Federal” that name changed many years ago to “ciudad de mexico”. could you please update this so my clients can find theIs anyone using Zoho Flow with airtable?
I need to build a flow that collects data from airtable and uses some of that data to create folders and files in google drive. I have fully function version of this in zapier and want to migrate to zoho. I am trying to perform a very basic fetch fromSOME FEATURES ARE NOT IN THE ZOHO SHEET IN COMPARISION TO ZOHO SHEET
TO ZOHO sir/maam with due to respect i want to say that i am using ZOHO tool which is spreadsheet i want to say that some features are not there in zoho sheet as comparison to MS EXCEL like advance filter and other Features which should be there in ZOHOAI in Zoho Workplace: A Sneak Peek into What’s Coming!
Hello everyone, We’re super excited to share something we’ve been working on and we want you to be part of it! You may have seen our announcement blog post introducing a major evolution in how AI works within Zoho Workplace. Want to be among the firstDisplay 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 currentlyMeet Canvas' Grid component: Your easiest way to build responsive record templates
Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.Best way to share/download presentation files in Zoho without losing formatting?
Hello Zoho Community, I often work with PPT/PDF files in Zoho Docs and share them with colleagues. While PDFs usually give a direct download option, I’ve noticed that PPT/PPTX files sometimes only open in the viewer without a clear download link. Is thereWorkflow Failure - Notifications
Good afternoon, I have just experienced an error whereby a Workflow failed, for a reason currently unknown. The problem is that one of my users had to flag this manually (thankfully he's very thorough) and this otherwise would have flown under the radar.Introducing Bin Locations In Zoho Inventory
Hello users, We are excited to let you know that your wait for the Bin Locations feature has now come to an end! Yes, you heard us right! We are here to introduce the much-awaited Bin Locations now in Zoho Inventory. But before we dive into the featureError "Invalid client task found corresponding properties" only when triggered from workflow ?
Hi All, I am facing an error message I never encountered previously: Error in executing On Add - On Load script Error in executing thisapp.get_all_projects_api_call function. Line:(2) Error in executing thisapp.getAccessTokenFromRefreshToken function.How to interpret Campaign report statistics - definitions/explanation
I am trying to make sure I understand the Campaign report correctly Do you have a list of definitions for: Delivered - it has reached the recipient's inbox Campaign reach - is this the number that have opened the campaign email? Unique Opens Clicks/OpenNext Page