Upcoming updates - October-November, 2020

Upcoming updates - October-November, 2020

Hello App Creators,

We'll be rolling out the following updates in the next 4-5 weeks:
  • Support for encrypting IP addresses
  • Applying permissions while printing and exporting
  • Using pixels to specify font size in pages
  • Connections for panels and Deluge integration tasks
  • Reference-listing popup while deleting connections
  • Applying an application's date and time formats to email attachments

Status of the updates from our previous posts:
  • File preview in reports will be rolled out in 1-2 weeks
  • Redirecting applications to the new domain creatorapp.zoho.com in 1-3 weeks
  • Link names for name and address subfields in 2-3 weeks
  • PDF improvements relating to header and footer in the next few months

- - - - - - - -

Support for encrypting IP addresses

Applicable to : All

Since the end user's IP address is also their personal data, we'll be allowing you to apply encryption at rest (EAR) for the Added User IP Address and Modified User IP Address fields.

- - - - - - - -

Applying permissions while printing and exporting

Applicable to : All

Currently the Print option in reports is available by default for all users. We'll be updating this so that end users will see the Print button only when they're permitted to Export data from that report. ( This particular update is specific to Creator 5 )  Applies to all Creator accounts

We'll also be applying the field-level permissions when record templates and print templates are used to print or export individual records. This will ensure that the related file, document, or email attachment contains only those fields that the user has permission for. Depending on how the record template or print template is designed, the end user will either see nothing or just see the field label upon exporting or printing the record. For example:

  • No information will appear when you've added the fields without their labels, and when you've inserted the fields inside elements like Heading and Paragraph :

  • Just the field labels will appear when you've configured them to display their label on the left:

- - - - - - - -

Using pixels to specify the text and icon size in pages

Applicable to : Creator 5

Currently the text and icon size on your pages are set using a scale of 1-8. To give you more control over your page's appearance, we've decided to deprecate this scale and allow you to set the size in pixels (px).

Please note that this update won't affect the text and icon size in your ZML snippets. Though they'll continue to work as is, we recommend that you later update the value of the size attributes in them.

- - - - - - - -

Connections for panels and Deluge integration tasks

Applicable to : Creator 5

As you may be aware, Zoho services are updating their authentication mechanism to OAuth. As part of this, we'll shortly do the following:
  • Mandate a connection for the panels that show values from other Zoho services (currently Zoho Sheet and Zoho Projects). This only concerns the panels that you'll add after this update is rolled out; the existing panels will continue to work as is.
  • Introduce the optional connection parameter for all the Deluge integration tasks.
We thus recommend that you check your existing Deluge integration tasks and the panels in your pages, and start using connections wherever available. Refer to this page to learn how to configure a Zoho OAuth connection for your Creator account.

- - - - - - - -

Reference-listing popup while deleting connections

Applicable to : Creator 5

We'll be ensuring that you can delete connections only when they're not used in any of your applications. Similar to what you see while deleting fields, forms, reports, etc., you'll see the interactive pop-up that lists the places where the connection in question is used. For example:



- - - - - - - -

Applying an application's date and time formats to email attachments

Applicable to : All

With this update, your application's date and time formats will be applied to the date and time values included in email attachments.

- - - - - - - -

Let us know what you think about these updates in the comments below!

Best,
Lakshman | 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



                                                          • 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 capabilities
                                                          • Zoho 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 continue
                                                          • Zoho 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 new
                                                          • Upcoming 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


                                                          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

                                                                                                          • How to next stage blueprint in Zoho Creator

                                                                                                            Hello, I have question, its possible to next stage blueprint? in case, Start - (first stage) Leader 1 (with condition 1) - (second stage) Leader 2 (with condition 2) - (third stage) Leader 3 (with condition 3) - (fourth stage) After first stage, i want
                                                                                                          • Feature Request: Email Follow-Up Sequences Similar to Zoho CRM

                                                                                                            I’m wondering if Zoho Recruit is planning to introduce a feature similar to the Email Automation – Follow-Up Sequences that is available in Zoho CRM. In CRM, this allows users to send a series of timed follow-up emails triggered by specific actions (for
                                                                                                          • Currency limitation when integrating Zoho CRM & Zoho Books

                                                                                                            Brief Video of Problem: https://www.loom.com/share/d61d1d07d0904e149d80c1901a22418e. Background ·       Our business is based in Australia and we have to have Zoho Books in AUD to comply with tax and reporting regulations in Australia. ·       We sell
                                                                                                          • Multi-select Lookup does not have Advanced filter options in CRM

                                                                                                            With much fanfare Zoho announced the advanced filter options for CRM lookup fields which was a nice addition. This feature is not available for Multi-Select lookup fields. Will it be rolled out in the next 3-6 months, considering the standard lookup filter
                                                                                                          • Experience effortless record management in CRM For Everyone with the all-new Grid View!

                                                                                                            Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and
                                                                                                          • Kaizen #157: Flyouts in Client Script

                                                                                                            Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script
                                                                                                          • Admin Control Over Profile Picture Visibility in Zoho One

                                                                                                            Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile Picture
                                                                                                          • Published Course Not Reflecting In Hub

                                                                                                            Hi! I am trying to create micro-learning courses for our team to be available for self-guided learning. I have published the courses with enrollment settings open to all users of the hub, but they don't appear to be available for enrollment. Am I missing
                                                                                                          • Unlock Locked Users via Zoho One Mobile App

                                                                                                            Hello Zoho One Team, We have noticed that in the Zoho One web admin panel, we can unlock a locked user when needed. However, when using the Zoho One mobile app, there is no indication that a user is locked, nor is there an unlock button similar to what
                                                                                                          • Tip #47- Stay Ahead with Automated Scheduled Reports in Zoho Assist- 'Insider Insights'

                                                                                                            We’ve made it easier for you to stay informed, even when you’re busy managing remote sessions! With Scheduled Reports in Zoho Assist, you can now automatically receive detailed insights about your remote support and unattended access activities directly
                                                                                                          • Colour Coded Flags in Tasks Module List View

                                                                                                            I really like the colour coded flags indicating the status of the tasks assigned to a Contact/Deal in the module list view. It would be a great addition to have this feature available in the list view of activities/tasks. I understand you have the Due
                                                                                                          • Uploading data to S3

                                                                                                            Has anyone successfully uploaded data from Creator to S3 using the InvokeURL command or any other method in Deluge? (keywords: S3, AWS, Amazon, bucket)
                                                                                                          • UPS Label size when generated via Zoho

                                                                                                            We've integrated UPS with Zoho inventory. When creating and downloading the shipping labels they are created in a larger paper size. I'd like them to be generated to print on a 4x6 printer. Zoho have told me I need to do this within our UPS portal. UPS
                                                                                                          • Credit Management: #4 Credits on Unused Period

                                                                                                            Recall a familiar situation. You sign up for a monthly gym membership. You pay the subscription fee upfront, get motivated, and show up consistently for the first week. Then, suddenly, you get caught up in work deadlines, travel plans, or a dip in motivation.
                                                                                                          • Zoho Analytics Automatically Deletes Queries and Reports When a Synced CRM Field Is Removed

                                                                                                            We’ve encountered a serious and recurring issue that poses a massive data integrity risk for any Zoho Analytics customer using Zoho CRM integration. When a field is deleted in Zoho CRM — even an unused one — Zoho Analytics automatically deletes every
                                                                                                          • Prevent new Record Association

                                                                                                            Hello all, We have a small sales organization therefore, it's helpful for everyone on the sales team to be able to view the full list of accounts to assist in preventing duplicate accounts from being created. However we want to prevent people from creating
                                                                                                          • Tip of the Week #73– Automate workflow with Make integration.

                                                                                                            Make is a no-code workflow automation platform designed to connect your favorite apps and automate repetitive tasks across services. By integrating Make with Zoho TeamInbox, you can streamline everyday inbox management and save valuable time. With this
                                                                                                          • Viewing attachments

                                                                                                            I'm using a Web Form integrated in my web site to collect Leads several info, including a image upload. In order to to approve each lead, we have to view the image uploaded. Unfortunately, in the Leads view, the Attachments can only be downloaded, not
                                                                                                          • Kaizen #89 - Color Coding using Client Script

                                                                                                            Hello everyone! Welcome back to another exciting Kaizen post. Today let us see how you can apply color codes to the List and Detail Pages of Zoho CRM using Client Script. Need for color code in Zoho CRM When you mark things with different colors as a
                                                                                                          • Instant Sync of Zoho CRM Data?

                                                                                                            With how valuable Zoho Analytics is to actually creating data driven dashboards/reports, we are surprised that there is no instant or near instant sync between Zoho CRM and Zoho Analytics. Waiting 3 hours is okay for most of our reports, but there are
                                                                                                          • Is it possibly to directly set the tax amount on order instead of indirectly via tax rates?

                                                                                                            We own an eCommerce application and want to funnel submitted orders from that system into Zoho. We're already calculating tax in our application and just need a way to set it in Zoho. We tried to use Zoho's tax objects for tax by setting the rates to
                                                                                                          • Zoho account sign in with passkey

                                                                                                            Hello, I am trying to sign in using passkey, but the option doesn't show up in the web and is disabled in Oneauth on mobile, saying the admin has restricted the use. On the Admin page in Security MFA I can find no option for passkey. Help would be greatly
                                                                                                          • Rescheduled US meetups: Zoho Desk user meetups are coming to seven U.S. cities in October and November, 2025

                                                                                                            Hello to our Zoho Desk users in the United States, We're excited to share the revised dates for the upcoming Zoho User Groups happening across the US this summer. Our product experts are heading to seven cities throughout the country, and for the first
                                                                                                          • Checklists as templates

                                                                                                            Is it possible to save checklists as templates to reuse them in other tasks? Example: I have a web project. I maintain individual web URLs as tasks. Within the tasks the same checklist should be used again and again: - Page created in CMS - Properties
                                                                                                          • Send mass email using my secondary email

                                                                                                            Hello, When I send an email to just one person from Zoho CRM, a complete email editor appears, where I can choose which of my email addresses I want to use in the From field. When I send a mass email, there is not such option. I can only select the email
                                                                                                          • ZOHO TEAM INBOX Calendar Integration

                                                                                                            The Problem: Clients send meeting invitations to our TeamInbox address. TeamInbox receives these invites, but we cannot accept them. We do not use individual inboxes for transparency purposes. Ideal Solution: A way to accept calendar invites sent to our
                                                                                                          • Unearned / Deferred Revenue Automatic Calculation for Subscriptions

                                                                                                            As a SaaS business, we have multiple active subscriptions with varying dates and amounts. Is there a way to have a monthly automatic calculation for all of them that debits or credits the unearned revenue and revenue accounts accordingly? Alternatively,
                                                                                                          • Zoho Desk Limit for Comma Separated Queries

                                                                                                            Hi, I have just discovered a limit that I believed is not mentioned in any of Zoho's documentations. My search query looks like so: "query: {"accountId":"786050000091629966,786050000163589273,786050000163589427,786050000162753705,786050000162112971,786050000161987643,786050000160752868,786050000167089504,786050000167089378,786050000167089024,786050000167070005,786050000166295256,786050000128153693,786050000110560021,786050000046594575,786050000039106461,786050000002225356,786050000076889093,786050000047895103,786050000043365354,786050000044765191,786050000041790249,786050000040359116,786050000037945198,786050000024605077,786050000000525015,786050000155333895,786050000157741437,786050000000718125,786050000011574353,","departmentId":"786050000042648070","status":"Finished","sortBy":"createdTime","customField2":"cf_completion_date:2025-01-28T03:00:00.000Z,2025-10-28T03:00:00.000Z","customField3":"cf_billed:false"}"
                                                                                                          • Module Name doesn't exist

                                                                                                            I am trying to create a module named Activity, with plural Activities, but I have an error that module name already exists. This module is doesn't exist, and I don't have a single field called Activity or Activities.
                                                                                                          • Zoho Desk iOS and Android app update: AI powered: Reply Assistance and Refine Messages on IM module.

                                                                                                            Hello everyone! We are excited to introduce new AI powered features on the IM module of the Zoho Desk app. Reply Assistance: Reply Assistance generates suggested responses for incoming chat messages, which you can directly insert into the conversation
                                                                                                          • Is it possible to embed Youtube shorts?

                                                                                                            Hi Zoho desk support, This is Ryan from Accuver America. While I'm trying to create a knowledge base article with embed video, I ran into this issue. "www.youtube.com refuse to connect" A little bit background is that because this video is recorded on
                                                                                                          • Split functionality - Admins need ability to do this

                                                                                                            Admins should be able to split an expense at any point of the process prior to approval. The split is very helpful for our account coding, but to have to go back to a user and ask them to split an invoice that they simply want paid is a bit of an in
                                                                                                          • Delegates - Access to approved reports

                                                                                                            We realized that delegates do not have access to reports after they are approved. Many users ask questions of their delegates about past expense reports and the delegates can't see this information. Please allow delegates see all expense report activity,
                                                                                                          • How to include total km for multiple trips in expense report.

                                                                                                            Whenever I create a mileage report it only shows the total dollar amount to be reimbursed. The mileage for each individual trip is included but I also need to see the total distance for all trips in a report? How do I do this?
                                                                                                          • Get logged in user ID in Deluge script

                                                                                                            Hello all, How do I get the id of the logged-in user in a deluge script? the "zoho.loginuserid" function actually returns the users email address or whatever the user id they use to login to zoho with and not the id of the user record, and given that
                                                                                                          • Item Details Field - New Barcode / Document option?

                                                                                                            Is this a new feature??? its in both books and inventory.
                                                                                                          • Shared Mailbox - Mark as read for all users

                                                                                                            Hi all, Maybe someone can help me out. At the moment we have a shared mailbox without streams. When a users reads an mail or marks it as read other users will not see this. How can we resolve this? We now archive the mails when read and followed up. However
                                                                                                          • How do I increase the email attachment size in Zoho CRM ?

                                                                                                            It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatly
                                                                                                          • Can I export to PDF in Zoho Learn

                                                                                                            I have seen help pages where export to pdf options are available but I do not see that option available from the application. I see that exprt is available in my free trial version but that is only to html pages. I need to be able to export my manuals
                                                                                                          • Zoho Sites "pages" management page

                                                                                                            I have 80 plus pages on zoho sites. When I go to the "pages" link to view and edit pages, They are not in any kind of order, so I spend lots of time searching for pages when I need to edit or create new. How can I change the view order of all my pages
                                                                                                          • Next Page