Upgrade now to Zoho Creator 5

Upgrade now to Zoho Creator 5

Hello App Creators,

 

We've officially started the Creator 5 upgrade process and will be upgrading all Zoho accounts to Creator 5 by February 1st, 2021. For reference, please refer to our previous announcement.


The upgrade wizard 


To reach this goal, we've now designed a wizard that:
  • Allows you to preview Creator 5

  • Lists the features—specific to your account—that have evolved in Creator 5

 

All Zoho account owners will see the Upgrade to Creator 5 pop-up while accessing and editing applications today. In case you miss or skip it, you can access it from your Creator account's Setup > Updates page.

 




Upgrade flow 


Upon clicking Get Started, the upgrade wizard will open in a new tab. It'll guide you to upgrade your account to Creator 5:
  • If your account's using an older Deluge framework, you'll need to update to the latest framework.

  • You'll get to preview the new UI for accessing and editing Creator applications. We're calling them the New Live Mode and New Edit Mode, respectively.

  • You'll learn how workflow configurations are unified in Creator 5.

  • You'll learn how access permissions are unified in Creator 5.

  • If you're collecting payments via any of your applications, you'll learn how to upgrade the payment configurations in Creator 5.

 

You'll have access to the Upgrade to Creator 5 button all throughout the wizard.


Documentation 


We've updated our documentation to illustrate:
  • The screens you'll see while upgrading to Creator 5, and

  • How the application configurations have evolved or been rearranged

 

- - - - - - - -

 

Comment below or reach out to us at support@zohocreator.com if you have any questions.

 

Best,

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



                                                        • Sticky Posts

                                                        • 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
                                                        • Introducing Zoho Creator's v2 APIs

                                                          Hello App Creators, Welcome to Zoho Creator's v2 APIs! This post will serve as the central point for migrating implementations of Creator's current APIs (v1) to v2. Improvements that v2 brings OAuth-based authentication, which is more secure than the


                                                        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 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

                                                                                                        • Leadchain into a custom module

                                                                                                          Hello ZOHO Community ! is it possible to put the leads collected by leadchain into a custom module instaed of leads module ? Best wishes Niels
                                                                                                        • Zoho Flow to Azure Devops

                                                                                                          hi, i'm getting this when trying reauthorize the connection from Zoho Flow to Devops but when i look in Devops there is no service connection related to Zoho So i do not know where i have to renew the mentioned client secret..
                                                                                                        • 533 Relaying disallowed

                                                                                                          When I try to send an email from my Zoho account, it gives me that error 533: relaying disallowed. What should I do? Please help.
                                                                                                        • Formula Module how to convert to percentage

                                                                                                          Hello There, I have create a formula field and i want the outcome to be in percentage how do i do that This is my formula ${Deals.Forecast Revenue Per Year}/${Deals.Annual Processing Volume} I have try ${Deals.Forecast Revenue Per Year}/${Deals.Annual
                                                                                                        • Sandbox - Your Secure Testing Space in Zoho Projects

                                                                                                          Managing projects often involves fine-tuning processes, setting up new automations, or making configuration changes. Making those changes directly in a live environment leaves no room for trial and error. Sandbox in Zoho Projects is a dedicated testing
                                                                                                        • Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

                                                                                                          Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such
                                                                                                        • Third party apps for my mail

                                                                                                          Hello im new here and i have a very important issue. A third party company uses one of my emails to send invoices to our customers. My problem is that cannot connect to zoho mail server. my imap settings are corrent imappro.zoho.eu 993 smtppto.zoho.eu
                                                                                                        • 553 relaying disallowed invalid domain

                                                                                                          Hi, I have read the previous article but i am still facing issue , I have added all these in my domain manager under dns settings. type : cname host: zb14521202 value / points to : validate.zoho.com Can you please tell me why i am still facing same issue
                                                                                                        • Announcing new features in Trident for macOS (v.1.18.0)

                                                                                                          Hello everyone! Trident for macOS is here with interesting features and enhancements to elevate your workplace communication and productivity. Let's take a quick look at them. Retract sent emails. Whether you've missed adding an important attachment or
                                                                                                        • How do I add more space to a note in ‘draw’?

                                                                                                          I’m taking handwritten notes using the draw note, but I don’t seem to be able to scroll down to get more room on the page. How do I make more room to take notes?
                                                                                                        • Este domínio já está associado a esta conta

                                                                                                          Fui fazer meu cadastro na zoho e quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso? Atenciosamente, Anderson Souza.
                                                                                                        • USA Military addresses

                                                                                                          When we have a client with a US military address adding them to the CRM, or having them fill in a form is a problem. Zoho Forms and CRM doesn't seem accommodate them correctly. It doesn't make sense for me to have to create a secondary data model for
                                                                                                        • Canvas View Change History

                                                                                                          We are trying to setup Canvas Views and it is really not a pleasant experience. It bugs a lot, some pages are just not accessible anymore and it shows that a view is just not editable because it shows a blank page, although when we open an actual record,
                                                                                                        • Office 365 is marking us as "bulk"

                                                                                                          All of a sudden (like a couple of days ago) all of our customers who are on Office 365 are getting our mails in their junk email. This is not the case with Gmail or other random mail servers, nor between us. We got a 10/10 score on mail-tester.com. Also,
                                                                                                        • Zoho CRM's V8 APIs are here!

                                                                                                          Hello everyone!!! We hope you are all doing well. Announcing Zoho CRM's V8 APIs! Packed with powerful new features to supercharge your developer experience. Let us take a look at what's new in V8 APIs: Get Related Records Count of a Record API: Ever wondered
                                                                                                        • Leadchain BUG

                                                                                                          Hello i have a problem with Facebook Leadchain. All of the information is populated correctly in the CRM, except the campaign. I want to add new leads to an existing campaign, but the lead is not added to the campaign even tough i have selected the campaign
                                                                                                        • What is the use of the stage environment ?

                                                                                                          Salut, I am woundering what is the use of the stage environment. Usually, I do all the testing in developpement, and then go straight to production. The only thing I cannot test in developpement, is the result for portal users. Could the stage environment
                                                                                                        • Workflow Automation Instant Action

                                                                                                          Hello All I need help to resolve this. I have created a few workflow 1. When Deal Stage is Submitted to Onboarding, it will create a record in my Onboarding Module 2. When Deal Stage is Live, It will copy $Deal.GOliveDate to $Onboarding.GoLiveDate For
                                                                                                        • Live webinar: Transitioning from MS PowerPoint to Zoho Show

                                                                                                          What’s the first word that comes to mind when you think of presentations? For many, it’s PowerPoint. This has been the default for so many years that “PPT” has become a stand-in for “presentation.” But presentation needs are changing. And if you’re looking
                                                                                                        • Short Custom Order

                                                                                                          Hi Everyone, I have question, i create some report use custom short order like below. But this is just show in development mode.... when i publish to production, it is not showing. And this is just showing in full admin mode. Can setting to show roles
                                                                                                        • Introducing Keyboard Shortcuts for Zoho CRM

                                                                                                          Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules
                                                                                                        • Assistance with Bulk Contact Import in Zoho Email Campaign

                                                                                                          I’m currently in the process of importing the Supermarkets customer list from Zoho Accounts into Zoho Email Campaigns. During the import, I’m being prompted to complete the "field mapping" section, but I’m unsure how to properly configure it to ensure
                                                                                                        • Introducing Zoho CRM for Everyone: A reimagined UI, next-gen Ask Zia, timeline view, and more

                                                                                                          Hello Everyone, Your customers may not directly observe your processes or tools, but they can perceive the gaps, missed hand-offs, and frustration that negatively impact their experience. While it is possible to achieve a great customer experience by
                                                                                                        • Variables in Zoho Mail Signatures defined by Administrator

                                                                                                          Good afternoon, I'm looking at the Admin component of Zoho Mail, and I see we have the capability to define signatures for end users. We also have the ability to associate with multiple email addresses. Are we able to use any variables such as [FirstName}
                                                                                                        • Custom view placeholders

                                                                                                          Hi all, On some occasions it would be great to have placeholders setting up a custom view. Example in our case we have a field for a year. We would like to have a placeholder like $.{CurrentYear} that will insert the current year 2025 e.g. Now we have
                                                                                                        • Article Numbers for KB articles

                                                                                                          Hello, I was wondering if it's possible to turn on article numbers/ part numbering for KB articles. If this is not already a feature, we'd like to request it. Frequently a solution will require multiple articles so tracking which articles are referenced
                                                                                                        • Add Subform Field based on Record Field

                                                                                                          Hi All, I am struggling with finding a solution that can populate a subform field based on an existing field on the record. Use case is I have added Current Exchange Rate on a quote as a custom field, I then have a subform with Quoted items that include
                                                                                                        • Sales Order automatic Convert to Invoice using boolean True or false

                                                                                                          It is possible to convert the Sales order to an invoice using a boolean field, true or false Example: I create a field in my Sales Order, I name it QBO Invoice, and the field type is Boolean, true or false. Let's say the default is false, so when I change
                                                                                                        • IMPORTRANGE Spreadsheets

                                                                                                          I am trying to importrange a spreadsheet into another, but an error keep appearing saying NOT LINKED. Noting that I've linked it. I've tried to publish both sheets and re-apply the formula many times but nothing is working. I don't know what can I do
                                                                                                        • Should I save dead quotes

                                                                                                          I work in vehicle transport, specializing in transporting vehicles for dealerships. My role involves collaborating with individuals at each dealership to facilitate the transport of their vehicles to customers and from auctions. My question is whether
                                                                                                        • Client Script Quality of Life Improvements #1

                                                                                                          Since I'm doing quite a bit of client scripting, I wanted to advise the Zoho Dev teams about some items I have found in client script that could be improved upon. A lot of these are minor, but I feel are important none-the-less. Show Error on Subform
                                                                                                        • MULTI-SELECT LOOKUP - MAIL TEMPLATE

                                                                                                          Dear all how are you? We need to insert data from MULTI-SELECT LOOKUP in a email template, but I can't do that, when I'm creating the template I can't find the field to insert it. is there any solution? PVU
                                                                                                        • Canvas translation

                                                                                                          We want to offer our CRM system to our users in English and Dutch. However, it seems that text in our deal Canvas isn't available for translation through the translation file. The same applies to the field tooltips. They don't appear in the translation
                                                                                                        • Create Full-data sandbox now in ZOHO CRM

                                                                                                          Full-data Sandbox feature is being released in a phased manner, and is currently accessible to users of the CN data center (China Region). Hello everyone, We're thrilled to introduce the full-data sandbox for Zoho CRM's Ultimate Edition—the ultimate testing
                                                                                                        • How to normalize CRM module when integrating with Survey?

                                                                                                          This question is about the problem with many-to-many relationships and Survey. One of the things our organization does is track people in our program and their jobs. We get new information from the people three times annually through Zoho Surveys. Survey
                                                                                                        • MS Teams for daily call operations

                                                                                                          Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality
                                                                                                        • Introducing Rollup summary in Zoho CRM

                                                                                                          ------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update that
                                                                                                        • For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account.

                                                                                                          Hello Zoho Even if we open 10-15 windows in still we are getting our accounts locked with error " For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account. "
                                                                                                        • Try CRM for everyone button in the way of workflow

                                                                                                          Please consider using the bottom bar for offers. Using the top bar for offers like "Try CRM for everyone" really gets in the way of my day to day workflow.
                                                                                                        • [Free introductory session] Get to know Zoho Bookings

                                                                                                          Hi everyone! Whether you’re just getting started or have been using Zoho Bookings for a while, there’s always something new to learn. That’s why our product experts are hosting a free live training session to help you optimize appointment scheduling for
                                                                                                        • Next Page