Zoho Creator Upcoming Updates — March 2023

Zoho Creator Upcoming Updates — March 2023

Hello all!
 
Zoho Creator continues to rapidly develop new features and functionalities to help you solve your business challenges. We'll never cease working to amaze you with incredible new updates. And today, we're announcing a neat range of features coming up in March.
  • Form drafts
  • Vertical subforms
  • Creator Extensions
  • Zia Help Assistant
  • Screen Record by Quartz in Zia Help Assistant
  • Activity-based user filter
- - - - - - - - - -

Form drafts

Sometimes, your users may find it difficult to finish filling in a form containing a large number of fields. It may take them significant amounts of time, as they don't have all details available at hand—or they could be interrupted and lose the opportunity to complete the form.
 
In such cases, your users will appreciate it if they can save the partially filled forms and then come back later and resume working on them without any data loss. With this in mind, we'll be launching the Save as Draft feature, which allows users to save up to 3 drafts for each form, for a period of 15 days.
 
Where can I enable it?
Navigate to the required Form -> Form Properties -> Save Draft section. Then tick the checkbox beside Enable users to save form as draft and resume editing later option.

 
What should my users do?
  • While filling in the form, they'll see a Save as Draft button. Clicking on it will save the progress they've made up to that moment.
  • The View drafts option will list their saved drafts. Click on the required draft to continue editing it and then submit the form.


 
How do I benefit?
The Save as Draft feature, apart from reducing the hassle for your users, also helps in lessening the risk or impact of accidental data loss.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 05-Jul-23
 
- - - - - - - - - -

Vertical subforms

Subforms are an invaluable part of Forms, as they enable you to collect and visualize line items in a form. Taking it up a notch, we'll now be introducing the possibility of displaying a subform as a popup, with vertical listing of its fields.
 
Consequently, with the introduction of the new popup option, we'll be adding a new section,View type, within the Field Properties pane of subforms. Further, the existing method of displaying subforms has been christened Grid in the View type section, and it'll be the default option going forward. The vertical listing of subforms as popups are called List.
 
Where can I enable it?
Navigate to the required Form -> Subform -> Field properties -> View type. Here choose the List option.
 
 

How do I benefit?

By displaying subforms as popups, you can simplify the tedious process of filling in forms with a large number of fields, thereby achieving a superior user experience during data entry processes.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 17-Apr-23

- - - - - - - - - -

Creator Extensions

With the aim of enhancing the versatility and extensibility of Zoho Creator, we've come up with a brand new functionality called Creator Extensions This will open up the possibility of building and delivering Creator components as independent add-ons known as  extensions , which can be distributed to other Zoho Creator users who can then install and use them in their applications. Extensions enable the delivery of a customized range of functionalities which are not available by default in Creator.
 
Note: In the initial phases, only widgets can be offered as extensions. More components will be added later.
 
Working with extensions
Get started by building a widget, then turn it into an extension in Sigma, test it out, and publish it. You can choose to distribute it publically on Zoho Marketplace, where it will be available for all. Later, you can add enhancements and publish new versions.
 
The lifecycle of an extension

 
How do I benefit?
You can use our low-code platform to turn your breakthrough ideas into profitable endeavours by building powerful extensions and selling them on Zoho Marketplace. All the while, you can easily manage the entire lifecycle of these extensions.
 
Applicable for: C6
Availability: All DCs
Released on: 23-May-23

- - - - - - - - - -

Zia Help Assistant

Zoho Creator's no-nonsense approach to low-code development, the robustness of the platform's performance, and recent big-ticket investments into AI has been well appreciated by all.
 
With that in mind, we've come up with a very intuitive new assistant, whose AI-assisted guidance will help upskill your command of Creator and learn more with contextual help. Further, this new, powerful, and all-encompassing help widget will show the entire range of options available to assist you.


          
Zia - Our very own AI assistant will scan the entire knowledge base and auto suggest relevant help articles based on your current screen. Say you're in the Solutions section—Zia will list off the articles explaining the procedure to create different solutions (Applications, BI & Analytics, and Integration Flows). Being powered by an advanced NLP engine, Zia has the ability to understand your questions, identify patterns, and suggest the best answers to deliver the assistance you need.
Contact - You'll get a list of our common toll-free support phone numbers. Call us at the number shown for your country and get support over the phone.
Chat - Live chat is a faster and more convenient way to get in touch with our support team. Get instant responses to aid you with your questions.
Support - Use this option to send questions/feedback to support via email. Additionally, from here you can also allow the support team to access your app and help you out. Finally, you can also use the Screen Record option to send us a video recording of the issue you are facing. More details on the Screen Record feature is given further below in this post.
How do I access it?
  • Just click on the Help option present in the bottom toolbar of Zoho Creator.
  • Then choose the support option you prefer and proceed.
How do I benefit?
Apart from an improved and seamless support experience, the widget will help you get faster resolution, which can improve your business performance and productivity.
 
Applicable for: C6
Availability: All DCs
Released on: 11-May-23
 
- - - - - - - - - -

Screen Record in Zia Help Assistant

Pushing the boundaries of contemporary support tools, we'll be launching Screen Record by Quartz, an error debugging and virtual diagnostic tool.  This privacy-first tool will be introduced as a built-in functionality within Zoho Creator, and will be incorporated within the new Zia Help Assistant.
 
There may be certain cases that can be better conveyed to our support team via a video rather than other options. Instead of writing it all out, you can just record your screen, replicate the issue, and send the video to us without breaking a sweat.
 
What it means for you
The tool doesn't stop at just letting you record your screen. It comes with an easy video editor which provides quick provisions to further describe your issues, like adding annotations, augmenting a recording with voice overlays, and much more. Most importantly, for privacy purposes, you can trim the video or blur out sensitive portions of the recording to hide important data (like email addresses, etc).
 
What it means for us
Apart from providing visuals to our support team, this tool is powerful enough to collect, upon you granting consent, relevant data—like client-side and server-side diagnostic metrics, application logs, and network diagnostics—to help us understand the issue better and pinpoint the problem at hand more swiftly.
 
How does it benefit you?
You can now promptly convey the issue you are facing using Screen Record by Quartz and get accelerated ticket resolution times with no compromise on your privacy, security, or productivity.
 
Applicable for: C6
Availability: US, EU, AU and IN
Release on: 11-May-23
 
- - - - - - - - - -

Activity-based user filter

Users logging in to their accounts may seem like a trivial everyday occurrence. But keeping track of user login activities enables an organization to monitor behavior exhibited by its users, and helps in performing analysis and bulk actions on users for smoother user management.
 
Further adding on to the existing filter options (based on application and user status) under Users, we'll be adding a new option, based on Last login.
 
How to do it?
Navigate to Users-> Filter . Then click on Last access and choose the required filter criteria from the dropdown.
 
How do I benefit?
The filter can help you monitor and audit users based on their login activity in your account, and get actionable information to accelerate the user management process.
 
Applicable for:  C5, C6
Availability: All DCs
 
- - - - - - - - - -
 
We'll notify you as these features are rolled out. In the meantime, let us know what you think about these updates in the comments below!
 
That's all we have for March! We'll be back soon with another set of updates.
 
Regards,
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

                                                                                                            • unable to send email but able to receive email

                                                                                                              my email address is info@securityforceservices.ca
                                                                                                            • Zoho Desk Android and iOS app update: Access multilingual templates on the IM module

                                                                                                              Hello everyone! We have introduced multilingual templates on the IM module of the Zoho Desk mobile app allowing you to send IM template messages in translated versions. iOS: Android: Please update the app to the latest version directly from the App Store/
                                                                                                            • Login to server failing

                                                                                                              When trying to retrieve my mail, I am getting this error message -- Login to server pop.zoho.com with username (my email address) failed. It gives me the option to retry, enter password, or cancel. Then I get this message -- Sending of username did not
                                                                                                            • Does Zoho offer a full WhatsApp Marketing Platform (like WATI / GallaBox)?

                                                                                                              lm exploring WhatsApp marketing and I’d like to understand what options are available within the Zoho ecosystem. Currently, I see: Zoho SalesIQ has a broadcast option, but it seems very limited — for example, it doesn’t support uploading contacts via
                                                                                                            • Custom buttons

                                                                                                              Getting Error "You can only create 10 custom buttons per module" ! I already have more than 10 for 1 module before trying to create another. Is this a new restriction brought about by the all knowing what's best for businesses Zoho guru ? It would be
                                                                                                            • The Social Wall: October 2025

                                                                                                              Hello everyone, As we head toward the end of the year, we’re bringing you a few updates to help give your social media efforts a strong finish. This month, we’re rolling out new enhancements across both the web and mobile app. Post Preview Have you ever
                                                                                                            • Client Script | Update - Support for List Page (Canvas) and Notes

                                                                                                              Hello everyone! We are glad to announce two exciting updates in Client Script. Client Script support for List Page (Canvas) Client Script support for Notes These open the door to more dynamic and interactive customizations! 1. Client Script support for
                                                                                                            • Trouble Connecting Zoho Mail via IMAP in n8n – Need Help

                                                                                                              Hi everyone 👋, I'm trying to connect my Zoho Mail account to n8n using the IMAP Email Trigger node, but I'm facing issues getting it to work fully. ✅ Here's what I’ve done so far: ✅ IMAP access is enabled in my Zoho Mail settings ✅ I’m using the correct
                                                                                                            • Pincode Based Pricing

                                                                                                              We want to give extra discount to customers within city limits because our shipping and packing costs are less. My proposal is assign list of pincodes to price list and assign the price list to customers whenever they sign up with pincodes. Also show
                                                                                                            • feature question: lookup field in Projects task layout

                                                                                                              Hello, Below we have interface to configure a custom task layout, however, we need a lookup field to let pickup data from other apps, such as Zoho CRM Products module, is that possible or already in your roadmap? or a workaround to achieve it? Thanks in advance.
                                                                                                            • Can we do Image swatches for color variants?

                                                                                                              We want to do something like the attached screenshot on our new zoho store. We need image swatches instead of normal text selection. We want to user to select an image as color option. Is this doable? I don't see any option on zoho backend. Please h
                                                                                                            • What's New in Zoho Analytics - October 2025

                                                                                                              Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme
                                                                                                            • Zoho Analytics & SQL Server - Live connect

                                                                                                              Below are the steps I did Created a fresh database and table in my own virtual server Created a new data source connection with live connect I was able to select the tables and created the data source successfully I am getting the error when I try to
                                                                                                            • Explore the Redesigned Quotes Module in Zoho Billing

                                                                                                              Dear users, We’re excited to introduce a refreshed look for the Quotes details page in Zoho Billing! This update brings you a more efficient user interface experience without changing your existing workflow. We've enhanced layouts with organized tabs,
                                                                                                            • Latest updates in Zoho Meeting | Create departments, Share PDF files

                                                                                                              Hello all,   You can now create departments to group team members within your organization. This will make it easier for you to organize department-level meetings and invite members. In webinars, use the Share material feature to share PDF files directly
                                                                                                            • Unify All Zoho Video Meeting Experiences into One Standardized Platform

                                                                                                              Hi Zoho Team, We would like to share an important user experience concern regarding the current state of video meeting functionality across the Zoho ecosystem. The Problem Within Zoho, there are multiple ways to initiate or schedule a video meeting: Zoho
                                                                                                            • [Free Webinar] Product Updates: Quick Catch-Up Session - Part I - Creator Tech Connect

                                                                                                              Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar featuring deep-dive technical sessions designed for developers, administrators, and app builders.
                                                                                                            • Project expenses in Zoho Books

                                                                                                              Just the way timesheet is used to calculate labour cost for a particular project, how do i record other expenses against a project such as materials and consumables used for the project? So that under report, I can view the total amount expended on each
                                                                                                            • Can we generate APK and IOS app?

                                                                                                              Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app  and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanks 
                                                                                                            • Blueprint status change

                                                                                                              I want to change the Blueprint status of a workflow. The status is completed automatically when I added the record through API call. But I want to make it active, I don't see any options for this. Even if I draw transition from any stage , it is not visible
                                                                                                            • What is going on with GMail extension.

                                                                                                              Suddenly, it is popping up and saying "Please wait while we work our magic... 10%" and it sits there. Yesterday I waited for an entire hour call and it never got further. Today, it's not resolved. Is there a fix I can do? I've tried all the typical
                                                                                                            • Marketing Tip #6: Cross-sell with related products

                                                                                                              Don’t let customers stop at just one product. Suggesting related or complementary items improves the shopping experience and increases order value. Try this today: Use the Item Recommendations feature in Zoho Commerce and add two to three suggested items
                                                                                                            • i cannot use <b></b> to bold the message in Creator C6!!!!???What?

                                                                                                              Dear experts and friends, Now Creator 6 blocking us from using <b></b> Anyone facing this issue? I faced it on Creator C6 Previously, it used to work. Now failed to work. Faint~ Seek guidance from everyone on how to bold the message. The super simple
                                                                                                            • Zoho Writer - Option to Export as .zdoc format

                                                                                                              I've noticed that it's not possible to export a Zoho Writer Document in the .zdoc format. Isn't zdoc, Zoho Writer's own format? My use case is that I sometimes need to create quite complex documents with floating elements, which sometimes need to become
                                                                                                            • [Announcement] Enhanced Merge APIs of Zoho Writer for automating document generation using Zoho Apps data

                                                                                                              Hi users, With the record_id parameter in Zoho Writer's Merge APIs, fields related to the given record id is automatically fetched from the Zoho app. You don't have to spend time manually mapping the records and fields in the Deluge code. Here is a sample
                                                                                                            • Pin multiple columns and adjust column widths in CRM subforms

                                                                                                              Hello all, Subforms act as secondary forms or tables in which you can associate multiple line items to a primary record and thereby ensure more structured and comprehensive data organization. We've made some recent enhancements to subforms. Here's what's
                                                                                                            • [Webinar] Automate sales and presales workflows with Writer

                                                                                                              Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall sales
                                                                                                            • Automate insurance document workflows with Zoho Writer

                                                                                                              Insurance companies have to deal with creating and managing complex documents and forms, such as policy applications, explanation of benefits documents, brochures, renewals, and claim forms. Handling all of this manually is hugely time and effort intensive,
                                                                                                            • Latest updates in Zoho Meeting | New End of session notification to remind everyone about the session end time

                                                                                                              Hello everyone, We’re excited to share a new feature for Zoho Meeting ; End of session notification. With this new setting, you can choose to remind all participants or only the host about the scheduled end time of a meeting. You can also choose when
                                                                                                            • [Webinar] Zoho Writer for SCM and logistics

                                                                                                              Creating, sharing, and distributing complex documents are constant challenges in the SCM and logistics industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on Jul 10, 2025 for a Zoho Writer webinar designed
                                                                                                            • [Webinar] Zoho Writer for the manufacturing industry

                                                                                                              Creating, sharing, and distributing complex documents are constant challenges in the manufacturing services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on May 8, 2025, for a Zoho Writer webinar
                                                                                                            • Add Comprehensive Accessibility Features to Zoho Writer

                                                                                                              Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current
                                                                                                            • [Webinar] Simplifying document workflows in financial services with Zoho Writer

                                                                                                              Creating, sharing, and distributing complex documents are constant challenges in the financial services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on April 10, 2025, for a Zoho Writer webinar
                                                                                                            • [Zoho Writer Webinar] Learn how to simplify your HR operations: Part 2

                                                                                                              Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for July 2024: Learn how Zoho Writer can simplify your HR operations: Part 2. This webinar will focus on how Zoho Writer can help HR teams streamline and automate their entire hiring
                                                                                                            • [Zoho Writer Webinar] Learn how to simplify your day-to-day HR operations

                                                                                                              Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for June 2024: Learn how Zoho Writer can simplify your day-to-day HR operations. This webinar will focus on how to automate your entire hiring process and generate various types of
                                                                                                            • Branding of native system emails

                                                                                                              Make system emails adjustable in terms of branding. We want our system to be completely white label, because it is not a CRM anymore, it's way more than that. We are following the strategy of "CRM for everyone" to use the CRM in all departments, not only
                                                                                                            • Support “Never End” Option for Recurring Meetings in Zoho Meeting

                                                                                                              Hello Zoho Meeting Team, Hope you are doing well. We would like to request support for creating recurring meetings with no end date in Zoho Meeting. Currently, when scheduling a recurring meeting, Zoho Meeting requires us to select a specific end date.
                                                                                                            • Add Custom Field Inside Parts Section

                                                                                                              How to Add Custom Field Inside Parts Section in Workorder like Category and Sub- Category
                                                                                                            • [Important announcement] Removal of Zoho Writer's DocuFiller Add-on

                                                                                                              Hi users, Effective 21st Feb. 2025, we will be removing the DocuFiller add-on for Zoho Writer's Fillable Templates. From that point on, the add-on's functionalities, such as sharing or publishing fillable forms for data collection and receiving submissions
                                                                                                            • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

                                                                                                              Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use
                                                                                                            • Next Page