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

        All-in-one knowledge management and training platform for your employees and customers.






                              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

                                                                                                                • Zoho Booking Integration with Desk

                                                                                                                  Just wanting to share something in case it helps someone else who may run into a similar use case as we did. Issue: Currently, the Zoho Booking integration with desk will drop a comment into the ticket when a customer books a time, however it won't change
                                                                                                                • Let us view and export the full price books data from CRM

                                                                                                                  I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for
                                                                                                                • Syncing calendar with Google Calendar doesn't work when events are sent to auto repeat

                                                                                                                  Hi... The ZOHO CRM -- GOOGLE CALENDAR sync is broken. If I create a single event on either side, sync works, but if I create an event with auto repeat on either side it doesn't work. Furthermore, events created before the sync don't show up in the calendar.
                                                                                                                • Organization wide Account and Contacts Visibility/Sharing Capabilities?

                                                                                                                  Has anyone figured out a way to make visibility or sharing of Accounts and Contacts to be available across the entire organization without having to have every individual user edit their Sharing permissions? For our sales folks they need to be able to
                                                                                                                • Notification of Interaction Assignment

                                                                                                                  If a user is assigned an interaction, they should be notified via email. These are almost useless because if I assign an interaction for someone to respond to, they dont know that I assigned it to them without me telling them or them logging in and discovering
                                                                                                                • Countries List Global Set- Complete with Phone Country Code and Continent.

                                                                                                                  Dear Zoho Team I saw your recent addition to the Global Sets regarding the Countries list and states. While working on it, why didn't you also add things like Continent and Phone Country Code? Also, some ISO codes from some Countries/regions are mis
                                                                                                                • Custom Display Field for Lookup Dropdowns in Zoho CRM

                                                                                                                  Could Zoho CRM support changing the display field in lookup dropdowns, like Zoho Creator does? This would make it much easier to select the right record by showing a more useful field instead of only the default one. It would improve speed, clarity, and
                                                                                                                • Message as bot

                                                                                                                  I would like to be able to send a Cliq message truly as a bot. the current implementation of this function, while it sends the message as a bot it sends that message inside a chat from the user how authenticated the flow cliq connection instead of directly
                                                                                                                • Books <-> CRM synchronisation with custom Fields

                                                                                                                  Hello, We are synchronising Books Customers with CRM Accounts. In CRM Accounts I set up last year a "segments" multiselect field shown below In Books, I set up a custom multi-select field with the same value as in the CRM And set up the synchronisation inside Books. Want to synchronise the Books Segments with the CRM Segments, but the later doesn't exist, and another non-existing is there ?! First, I don't understand where the field Segmentation is coming from. Second, I set CRM Segmentation to sync
                                                                                                                • Trouble with using Apostrophe in Name of Customers and Vendors

                                                                                                                  We have had an ongoing issue with how the system recognizes an apostrophe in the name of customers and vendors. The search will not return any results for a name that includes the mark; ie one of our vendors names is "L'Heritage" and when entering the
                                                                                                                • Recording overpayment?

                                                                                                                  So a customer just overpaid me and how do I record this? I can't enter an amount that is higher than the invoice amount. Eg. Invoice is $195 and he sent $200. He's a reccuring customer so is there a way to record so that he has a $5 advance for future invoice?
                                                                                                                • Introducing the New Zoho Assist Quick Support Plugin

                                                                                                                  We are thrilled to announce the new Zoho Assist Quick Support Plugin, the upgraded and enhanced version of the Zoho Assist Customer Plugin. This new plugin allows organizations and IT administrators to deploy it directly onto their customers’ devices,
                                                                                                                • Automate your signing workflows with Zoho Sign + n8n

                                                                                                                  Hello! We're excited to announce that Zoho Sign is now available as a community node on n8n, a popular open-source workflow automation platform used by tens of thousands of teams worldwide. n8n lets you connect apps, APIs, and services through a visual
                                                                                                                • Ask the Experts 27: Onboarding and managing support reps

                                                                                                                  Hello everyone, We are back with our Ask the Experts (ATE) series for 2026. This year, we bring experts to help you address customer support challenges using Zoho Desk. For our first ATE, we are getting into the human side of customer support. "Every
                                                                                                                • Retainer invoice in Zoho Finance modlue

                                                                                                                  Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.
                                                                                                                • Spotlight #27: Embed visual collaboration Spaces in your presentations using the Vani add-on

                                                                                                                  Hello everyone! This month’s spotlight feature is the Vani add-on for Zoho Show. Every time you pause your presentation to open another tab or pull up supporting material, you lose a bit of momentum. At Zoho Show, we design features that keep everything
                                                                                                                • CRM

                                                                                                                  Is anyone else experiencing this issue? Our company is not moving out of using Gmail's web app. It just has more features and is a better email program than Zoho Mail. Gmail has an extension (Zoho CRM for Gmail) that we're using but we've found some serious
                                                                                                                • Good news! Calendar in Zoho CRM gets a face lift

                                                                                                                  Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
                                                                                                                • Global Search / Command Palette in Live App

                                                                                                                  Zoho Creator applications can contain many forms, reports, pages, and dashboards. While navigation inside the app is smooth, users still need to move through multiple menus or screens to find specific records or open particular modules. Currently, in
                                                                                                                • New 2026 Application Themes

                                                                                                                  Love the new themes - shame you can't get a little more granular with the colours, ie 3 different colours so one for the dropdown menu background. Also, I did have our logo above the application name but it appears you can't change logo placement position
                                                                                                                • Smarter appointment allocation with round-robin distribution

                                                                                                                  Greetings from the Zoho Bookings team! We’re excited to introduce the Appointment Distribution feature, a new way to decide how appointments are assigned among users. By default, appointments are distributed evenly across all event types, but this enhancement
                                                                                                                • A2P 10DLC Opt-in Rejection Issue with Zoho Creator Public Form

                                                                                                                  Hi everyone, I’m working on an A2P 10DLC SMS campaign and running into repeated rejections due to opt-in issues. I’m using Zoho Creator for the registration flow. The form is public (no login required). Users enter their phone number and there is an unchecked
                                                                                                                • Make Quick Edits to Images Before Attaching

                                                                                                                  Hello everyone, We have enhanced how attachments are handled in tickets to help agents preview and share files more efficiently in Zoho Desk. Agents can preview image attachments before adding them to tickets and edit them using attachment annotator.
                                                                                                                • 3/18 オンライン勉強会のお知らせ Zoho ワークアウト (無料)

                                                                                                                  ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 3月開催のZoho ワークアウトの開催が決定しましたのでご案内します。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら(無料) https://us02web.zoom.us/meeting/register/BoNTN7zYR8OvOPGShqBY0A ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベントです。
                                                                                                                • Extend color coding to custom picklist fields

                                                                                                                  Objectively, Projects has the best UI of any Zoho app — clean, intuitive, and never feels bloated. Big props to whoever owns the design. Feature request: color coding for custom picklist field values in field customization. You've already done it in two
                                                                                                                • New in Office Integrator: In-sheet text translation

                                                                                                                  Hi users, We're pleased to introduce translation capability in the spreadsheet editor in Zoho Office Integrator. This allows you to translate the text in your spreadsheet's cells into 70+ languages from within your web app. Office Integrator's spreadsheet
                                                                                                                • Streamline email communication with Out of Office configuration

                                                                                                                  Managing user communication effectively is the key to ensuring timely responses and consistent messaging. However, when users are unavailable, the absence of an Out of Office response can lead to delays and missed expectations. Managing these settings
                                                                                                                • Changing settings for auto logoff

                                                                                                                  I've noticed that when I haven't used Cliq for a while, I have to re-enter my password. That is really clumsy, especially if you have a complicated password. Because it won't be filled in automatically. Is there a way to change that behaviour? We are
                                                                                                                • A few Issues when using "Pay Bill via Check"

                                                                                                                  We have quite a bit of issues with how paying for Bills via Check works. Would love some feedback from the Zoho team in case we are doing something incorrectly. 1. When we go from a vendor and select "Pay Bill via Check" option, we see ALL the outstanding
                                                                                                                • Prevent tracking users from specific countries

                                                                                                                  Currently, I’m receiving many bot visits from the United States and Malaysia. I would like these visits not to be recorded in SalesIQ. I already enabled the option to exclude traffic from cloud service providers, but I’m still receiving bot visits. Ideally,
                                                                                                                • My client requires me to have custom pdf file names to except payment for invoices, how can I customize this before emailing.

                                                                                                                  Hello! I love the program so far but there are a few things that are standing in the way. I hope you guys can code them in so I can keep the program for years to come. My client requires I customize the pdf file names I send in for billing. Can you please
                                                                                                                • Edit Project Number?

                                                                                                                  Hi all: We just signed up for a trial of zoho one, which includes ZoHo Projects. We've noticed there was a 'dummy project' preloaded in projects to help familiarize yourself with the software. We've created a couple of our own projects now but noticed since the dummy project was preloaded, our projects start with number 2 then 3, sequentially. Since it seems we will be keeping zoho past the trial, If we delete the dummy project, how do we get our own projects renumbered, beginning with 1? We'd like
                                                                                                                • Download pricebook products & details - not just pricebook creation date & name

                                                                                                                  We're looking to download a copy of a pricebook and its associated products & book prices (as we have several offices in different countries selling the same products), however, when using the export feature under Data administration it only gives me
                                                                                                                • 554 5.1.1 – Mail sending blocked for the domain(s): [gmail.com]

                                                                                                                  Here's your corrected text: Hello, I hope you are doing well. I was unable to send a message and received the following error: "554 5.1.1 – Mail sending blocked for the domain(s): [gmail.com]" I tried to send and deliver an email but got this error. I
                                                                                                                • Outgoing Mail Blocked – Suspicious Login Activity (Need Clarification and Solution)

                                                                                                                  Hello, I’m currently facing an issue where my Zoho Mail account has been blocked due to “suspicious login activity,” and outgoing emails are restricted. Here are the details shown: Block type: Outgoing mail blocked Reason: Suspicious login activity A
                                                                                                                • Assign Meeting in records

                                                                                                                  It would be nice to be able to "call and assing" meetings from a record, for example from a Deal. Right now - calendar is synced with CRM - meetings show in calendar - you can go in each meeting and assign it to a record It would be nice to be able to
                                                                                                                • Allow Global Admin to access/edit all forms without changing owners

                                                                                                                  Hi there, Please consider adding a feature where the Global Admin of the account an automatically access/edit any form in the Company Account. I'm the Global Admin on our Zoho One plan, and we have multiple users that use/create forms. But for me to access
                                                                                                                • ERROR: "Please enter a valid Phone"

                                                                                                                  WHAT IS THE PHONE FORMAT? There is nothing ANYWHERE to define the format. At least the error should either show the correct format or provide a link to the help file I enter a valid phone number in as many formats as I can think of and none of them allow me to save the number to CRM Nothing works! No matter what format I enter I keep getting a red error "Please enter a valid Phone" The international format for MY mobile is +61414652366 (or +61 414 652 366) Local format is 0414652366 I call all over
                                                                                                                • Introducing Zoho Sprints 3.0

                                                                                                                  Zoho Sprints is consistently evolving in steady increments. The introduction of the latest version, with its enterprise level solutions, brings to you advanced capabilities that propel your agile efforts in the right direction. Here's a quick glimpse
                                                                                                                • Transaction Rules & Customer Payments

                                                                                                                  So I have a situation as follows. We have many clients who are all invoiced on the 1st of each month on a recurring invoice for 1 of 10 plans. This means that almost all payment dates are the same (some people pay late) and that a lot of the amounts are
                                                                                                                • Next Page