Zoho Creator | Upcoming Updates — Sep 2022

Zoho Creator | Upcoming Updates — Sep 2022

Hi all,

Greetings from the Zoho Creator team! We've got some interesting updates for you today—and rest assured, there’s more to come! 

In this post, we'll be going over the upcoming features and improvements for this month. A few of these will be available immediately and the rest are planned for release in the coming weeks:
  • Blueprint 2.0 - Blueprint analytics 
  • Organization branding
  • Add column in report import
  • Display name for page elements
  • Publish report settings
  • Expand/collapse subform icon
  • Form alerts 

Blueprint analytics

Understanding the performance of a blueprint and gaining insights to optimize its efficiency is a key aspect of the business management process. When an organization's processes are being streamlined, it's imperative for management to get insights about the process implementation, in order to further enhance them later.

We'll soon be introducing blueprint analytics (charts) to provide vital information like average time taken per blueprint, average time taken per stage/transition, total number of transition occurrences, and more, based on the usage pattern and interaction of users, to give complete insights into your apps' blueprints. These charts are visible only to the app admin and are available under Data Administration in the Settings tab (for C5) and under Operations (for C6). 

Blueprint charts have nine types that'll give you valuable insights about the blueprint processes. These include:
  • Average blueprint duration 
  • Average stage duration 
  • Average transition duration 
  • Records entered blueprint 
  • Records exited blueprint 
  • Stage impressions
  • Instances of transition blueprint usage
  • Active records distribution
  • Aggregate blueprint analysis
These charts enable comprehensive data correlation and statistical reporting for records associated with the blueprints in your apps.


Organization Branding

Creator enables you to choose from a bunch of app theme layouts, along with various colors that you can pick, to go along with your chosen theme for browser, phone, and tablet modes. Enhancing this, we have some exciting updates in the following areas that'll enable you to better reflect your company image with customized branding details.

Company logo in live mode

Many companies like to brand their identity on all of their endeavors, including in the digital space. So we've extended the option to show the company logo and favicon in your application's live mode. Now, you can display your company logo or the application icon in the live mode of your app, with minimal customization on their subsequent placement. This customization can be done in the application's theme customization section. In mobile and tablet devices, the company logo or application icon will be displayed on the splash screen of the application. 


 App icon customization

From now on, you can customize your application's icon color and its background color to align with your brand palette. 



Custom theme colors

Here's the most anticipated update we have for you today! 

The color scheme of an application not only makes it more attractive but also keeps it distinct from your portfolio of other apps. Apart from existing preset colors, you'll now be able to customize the colors used in your applications. Every custom color added contains secondary colors that enable you to customize colors for certain major UI elements in your application. Created custom colors will be synced across applications, so that you can maintain your brand consistency.  
Note: A maximum of 30 custom colors can be added to your Creator application.


Custom fonts

Font choice plays an important role in the readability and aesthetics of an application and determines the brand perception. Now you can customize your application's font style from a pre-defined list, that's been created to maintain the typography of the application. It will be applied across your app components, and you can also customize them for mobile and tablet devices.


Add column feature in report import

Creator now allows you to add a new column while importing data from your files into the reports in your Creator app. While importing, you might want to add an extra column to the sheet. Instead of aborting the entire import operation to add an extra column to the file, you can just add a column and fill it with appropriate values as you go.
For example, let's consider you're importing a sheet with data about Product Leads with 3 columns (Name, Email, and Phone number) into your Creator report, and you want to add a new column Lead source and auto-populate it with the value "Customer Event". 

You can now click Add column, map the column to the corresponding field of the report, and then choose the values from the dropdown (for a dropdown field) or enter your own value (for other fields, like number, single line, etc.) 


Display name for page elements

Previously, when you created a page with multiple elements, it was unclear as to which element was created for what purpose, unless you opened and analyzed them individually. To overcome this, we'll be introducing display names for all the elements in the Pages component of your Creator app. 

The major purpose of introducing these display names is to identify and differentiate between multiple page elements (especially snippets) of the same type, created for different purposes. These display names will be visible only in the edit mode of your app, in the sub-header of the common builder, along with the other options, like Configure, Title, and Delete



This naming is beneficial for:
  • Application owners who want to create dashboards using numerous page elements, like panel, chart, gauge, and other Creator components, such as embedded forms and reports
  • Developers who mainly work with HTML & ZML snippets to create dynamic and integrated dashboards
Following this update, you'll be able to view the rationale behind the different page elements at a glance. 

Publish report settings 

We've now redefined and regrouped certain controls in regards to customizing your published reports' appearance. This regrouping is done based on where these actions appear. You can now make changes to the appearance of the published report from three sections: General properties, Header, and Footer
  • All single record actions appear under the General Properties section and all the bulk record actions under the Header section. 
  • The Header section now contains an all-inclusive set of controls that cover the entire top section of your report. 
  • You can now control the report title's visibility using the Report Name option under the Header section.
  • Also, you can control the Menu and Actions that are actually a subset of the report header. Here, the controls include individual control for all the functions under the menu, like search, add, filter and bulk actions. Hiding it will disable all options under Header, excluding the Report name.
  • You can also choose to show/hide the Show As (Menu) option.
  

Expand/collapse subform icon 

In cases where you have multiple line items in your subform field, scrolling can become tedious. To resolve this, we'll be introducing options to expand and collapse your subform field rows while adding and editing records. The subform width and height must be greater than the screen width and height, respectively, for the expand icon to be visible. The subform will be brought into focus as a popup window, where you can also scroll horizontally and vertically across the field rows. This ensures better user experience and space management.


Introducing form alerts

When you're filling in a Creator form and close it accidentally without saving, just take a deep breath! We'll now be alerting users for the following actions before form submission:
  • Clicking back
  • Closing tab
  • Closing window


We know you're eager to try out these exciting updates, and we hope that this announcement is helpful in planning your upcoming projects and apps.

We'd also like to thank you once again for your loyalty and continued support! Please don't hesitate to reach out to us at support@zohocreator.com if you have any questions or concerns, or need assistance.

Regards,
The Zoho Creator Team.

    Access your files securely from anywhere

          Zoho Developer Community




                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day



                                        Zoho Marketing Automation
                                                • 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 DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns 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

                                                                                                  • Recorded imported goods

                                                                                                    I have imported some goods from a foreign vendor called ABC. to Bahrain. My Customs duty and VAT are paid by an agency called XYZ to authorities. I have paid the amounts to XYZ and they have paid to authorities in behalf of us using our TRN Number. Now
                                                                                                  • Notes created in mobile app not syncing with web notebook

                                                                                                    I have created certain notes in a new notebook in mobile app. The new notebook is also created using mobile app and when I logged in through web I am unable to see notebook that I have created using mobile app. there is no trace of notes in which i have created in mobile app on the web even after days of creating in mobile app This is not the case vise-a-versa. the notes and note book created on web are accessible on mobile app on real time.  this is very inconvenient and big demotivating factor
                                                                                                  • Match Transaction > Filter | Allow wildcards in search

                                                                                                    The Filter function is useful for narrowing down to a specific set of transactions. It would be useful to have the ability to use wildcards in search. e.g. customer name "starts with" or " * " as a placeholder. e.g. "National * " instead of "National
                                                                                                  • Marketing Automation Emails Going to Spam

                                                                                                    Google is trapping all the marketing automation emails in spam. My domain has a perfect reputation and it looks like Zoho has a low reputation which is sending it to spam. When I pull the email out of spam and click on a link in the email, I get this
                                                                                                  • Convert Request to Forum Topic

                                                                                                    I know you can convert a forum topic to a request and a request to a solution in the knowledge base, but how do you convert a request to a forum topic?  Is this possible?  If not is this a feature coming down the pipe in the near future? Thanks!
                                                                                                  • Zoho Sign / Prefill By You - Editable by Them!

                                                                                                    Zoho Sign seems to have two field options available - an empty field for signer(s) to complete or a field that has been prefilled by you, that becomes read only once sent.  What I would like is an option on the pre-filled by you fields, to leave them
                                                                                                  • Is the Contacts sync between Campaigns and CRM bi-directional?

                                                                                                    Is the Contacts sync between Campaigns and CRM bi-directional?
                                                                                                  • Task does not syncing to google calendar shedual

                                                                                                    Hi why does the tasks activities do not syncing with the google calendar like the event option does?
                                                                                                  • Bug with Zobot Human transfer

                                                                                                    I have configured the brand, the operator, and the Zobot in Spanish. However, no matter what I do, it always says "YES" instead of "Sí" or "Sure, why not " instead of "Claro, ¿por qué no?" when asking if the user wants to contact a human operator. The
                                                                                                  • This mobile number has been marked spam. Please contact support.

                                                                                                    Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?
                                                                                                  • Something went wrong. One or more fields contain errors

                                                                                                    I am getting this error but there is no way to debug what field is causing the issue . I have over 100 fields. Everything was working fine and then i fixed some fields that should have the same field names but had a typo and i am getting this error. It
                                                                                                  • Integrating Zoho Desk Instances from two separate organizations

                                                                                                    Is it possible to integrate Zoho Desk with an instance from another organization? For example, creating a ticket in one organization can cause the creation of a ticket in the second organization? Or certain tickets from one organization be viewable by
                                                                                                  • Knowledge base bug - Error: Article couldn't be updated.

                                                                                                    It took me a while to figure this out, truly one of the most irritating bugs in Zoho. I hope you find this information helpful. When using the knowledge base to create articles, make sure your keywords are in lowercase and separated by commas. Otherwise,
                                                                                                  • Is this possible with Campaigns?

                                                                                                    My company is currently moving CRM's from Monday to Zoho One. Currently, our marketing lead process is send out 7 sms messages over 14 days if the lead is in a certain status. If we don't get a response the lead is put into a "Closed" status. Do we buy
                                                                                                  • How to view two portals (Zoho CRM & Zoho Books) in single login

                                                                                                    Hello there, I need to create a portal access for the Customers. Customer data present in two applications namely Zoho CRM & Zoho Books. My requirement is to show the two different portals(Zoho CRM Portal & Zoho books Portal) in single login. I could
                                                                                                  • Updating Bounced Contacts in Campaigns to the CRM

                                                                                                    The article explains how to update Opt-outs from Campaigns to CRM, but not bounces. While Campaigns will automatically remove any bounced emails from future campaigns, is there a process by which a bounce will update or make a notification in the CRM
                                                                                                  • Bandwidth, voice and poor video

                                                                                                    Dear Team, The webinar has made things quite easy and convenient for educators around the world. We are an art & culture-based organization where students and researchers are our major audience.  While using the Zoho webinar platform, we have observed that the audio lags and the video is of poor quality and often freezes. Some participants don't hear what is being spoken.  We also found that even a slightly slow internet connection disrupts the webinar while it should be working well even on lower
                                                                                                  • Zoho books and venmo

                                                                                                    Hi, Is there a way to hook Venmo into zoho books? I have a Venmo business account and want to be able to sync that. I know you can do it with the paypal integration but I dont want to use paypal for the fees and that doesnt allow me use/integrate my current
                                                                                                  • Global Sets for Multi-Select pick lists

                                                                                                    When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
                                                                                                  • 550 5.4.6 Unusual sending activity detected. Please try after sometime. <a href=https://www.zoho.com/mail/help/usage-policy.html target=_blank>Learn more.</a>

                                                                                                    Please help me with this. Sending of mails is blocked.
                                                                                                  • The Social Wall: November 2024

                                                                                                    Hey everyone, As we move into December, we're excited to share all the updates that went live in Social during November. View, monitor, and respond to your WhatsApp and Telegram messages from Inbox Take your communication a step further by integrating
                                                                                                  • Segmenting Contacts Based on Product Purchased

                                                                                                    I am trying to organize our main Marketing Automation email list in a way that segments contacts based on products they have purchased (for example in this case it is 3 different products). To my knowledge, this would require the sync from Zoho CRM to
                                                                                                  • Urgent Assistance Needed with DKIM Verification

                                                                                                    Hi, I have been trying to verify the DKIM for the past month using your instructions as well as other resources. Unfortunately, I have not been able to resolve the issue, and it remains persistent. I need to address this problem as soon as possible so
                                                                                                  • How do I attach tasks from one task to other tasks in the same project

                                                                                                    How do I attach tasks from one task to other tasks in the same project
                                                                                                  • Incorrect Handling of XLSX data

                                                                                                    Trying to import an XLSX schedule of bills into Zoho Books I ran across the problem of date formatting. To replicate: Build a CSV file with bill dates in whatever format you like and import it - this should work if you match the "dd/MM/yyy" etc. format
                                                                                                  • Zoho Books Invoice Salesperson: requires ID but there is no "Fetch salesperson" action

                                                                                                    Hi, I am trying to attach a Salesperson to a Zoho Books invoice. In Zoho Flow, the salesperson field required an ID. However, I only have the salesperson name, I need to fetch salesperson by name and then provide the ID. There is no option to fetch salesperson...
                                                                                                  • Change format of quantity format

                                                                                                    Hi,  I would like to change the qunatity format from 1,00 to 1.  Is this possible?   thanks!
                                                                                                  • Ticket Views: filter criteria -> dynamic date values in relation to the current date

                                                                                                    Hello all, It would be very helpful if you could build custom views in such a way that you do not have to adjust the criteria daily or at whatever interval in order to change the fixed date value as needed. For example, I would like to create a view that,
                                                                                                  • Captchas: No support for Google reCAPTCHA or similar

                                                                                                    Hi all, The current captcha integrated into Creator is very basic, and often near-impossible to read. I'm building an app for a charity which includes a couple of public-facing forms, and this is a real issue for people with dyslexia and related conditions - it's effectively excluding them if you want any form of spam protection at all on your published forms (and that being said, the current captcha doesn't even seem very effective - bots can often read it more easily than humans). I've raised this
                                                                                                  • Maintain consistency in ticket responses with shared snippets

                                                                                                    Hello everyone! We are excited to announce that our highly anticipated snippet sharing feature is now available to all users. As you know, snippets are pre-defined message templates, or canned messages, that help agents respond to tickets with efficiency.
                                                                                                  • Tickets - Zoho Desk

                                                                                                    Hi Team, My Clients need to see their tickets created and the status of the ticket in the Zoho Support Desk itself. How can I do this? My Client doesn't have a Zoho Account. They need to access the ticket by the provided link without signing in.
                                                                                                  • Automatically assign Contacts to Account owners

                                                                                                    Hi, I have a finite number of accounts set up in the CRM, and each new contact that comes in is automatically assigned to an Account according to a rule I set up. I want the Contact owner in the Contacts module to be assigned to the relevant Account owner.
                                                                                                  • Making Copies/Duplicates of Zoho Forms (Shared)

                                                                                                    Question to the community: is there a way to take a 'shared form' , make a duplicate copy and save under My Forms, so that i can use that which was already created as a template to make updates to and use as a test form and be able to have full access,
                                                                                                  • Using IMAP configuration for shared email inboxes

                                                                                                    Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
                                                                                                  • Can you help us creating a customised form with payment link?

                                                                                                    I would like to create a customised Transport form where the user will be asked to make payment basis the drop/ pick up they select.
                                                                                                  • Deleting or disabeling predefined ticket list views

                                                                                                    Is it possible to delete or disable predefined views or is this still not possible? For instance, we are not using the chat function and therefore have no use for the "Missed Chats" view. Thanks!
                                                                                                  • Email an Invoice from API

                                                                                                    When calling the API to email an invoice, it seems it does not actually send it. Below is a screen shot where I used an API call for the bottom record, and it updated its' status to "Due Today", but no email was actually sent. The top record, I hit the
                                                                                                  • Unable to load your extension. Please check your plugin-manifest or Resources.json.

                                                                                                    Hi Team, I am using the config module with multiple fields of different types, such as checkboxes and picklists. However, I am encountering the following issues: Error Message: When loading the extension, I get the error: "Unable to load your extension.
                                                                                                  • Layout Rules / Quick create

                                                                                                    Hello, is there a way to create a layout rule for quick create option? Regards, Katarzyna
                                                                                                  • Issue with Create Note Button and Popup Form in Leads Module

                                                                                                    Hello Zoho Community, I am trying to implement a "Create Note" button in the Leads module with the following functionality: 1. When the button is clicked, a form should pop up with fields to add notes. 2. After filling out the form and clicking Send,
                                                                                                  • Next Page