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 Campaigns Resources


                            Zoho Developer Community



                                Bootcamp
                                Community
                                Pricing
                                Webinars
                                What's New
                                Integrations
                                Contact Support
                                Contact Sales

                                  Zoho Survey Resources
                                    Features
                                    Survey Templates
                                    Integrations
                                    Community
                                    iOS Mobile Surveys
                                    Pricing
                                    Android Mobile Surveys
                                    Insurvey Blogs
                                    Insight Blogs
                                    Tips & Tricks





                                                Latest Feature Updates
                                                  What's New in Zoho Desk

                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  What's New in Zoho Desk

                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner





                                                      Zoho SalesIQ Resources

                                                            • 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
                                                            Access Zoho Social

                                                              Zoho Pagesense Resources


                                                                  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 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

                                                                                                            • Automation #15: Automatically Adding Static Secondary Contacts

                                                                                                              Rockel is a top-tier client of Zylker traders. Marcus handles communications with Rockel and would like to add Terence, the CTO of Zylker traders to the email conversations. In this case, the emails coming from user address rockel.com should have Terence

                                                                                                            • New Zoho triggers Google Dangerous flag due toabnormal charcters

                                                                                                              Just signed up and doing my first email test. I sent it to my google email account but it got flagged as Dangerous" due abnormal characters. My DNS setup looks ok. Page snips attached Help Please Thanks, Rick DC PowerWorld

                                                                                                            • Top Bar Shifting issue still not fixed yet

                                                                                                              I mentioned in a previous ticket that on Android, the top bar shifts up when you view collections or when you're in the settings. That issue still hasn't been fixed yet. I don't wanna have to reinstall the app as I've noticed for some reason, reinstalling

                                                                                                            • Triggering Zoho Flow on Workdrive File Label

                                                                                                              Right now Im trying to have a zoho flow trigger on the labeling/classification of a file in a folder. Looking at the trigger options they arent great for something like this. File event occurred is probably the most applicable, but the events it has arent

                                                                                                            • Is there a way to set Document Owner/Sender via the API

                                                                                                              When sending requests for zoho sign, it would seem zoho uses the id of the person that created the zoho api cred to determine the owner_id, is there a way to set a default for this?

                                                                                                            • SendMail to multiple recipients

                                                                                                              Hi, I'm trying to send an email to a list of recipients.  Right now the "to" field is directed to a string variable. (List variables won't work here). In the string variable, how can I make it work? trying "user@app.com;user2@app.com" or "user@app.com; user2@app.com" just failed to send the emails. Ravid

                                                                                                            • Populate drop down field from another form's subform

                                                                                                              Hello, I found how to do that, but not in case of a subform. I have a Product form that has a subform for unit and prices. A product might have more than one unit. For example, the product "Brocoli" can be sold in unit at 3$ or in box of 10 at 25 $. Both

                                                                                                            • Usar o Inventory ou módulo customizado no CRM para Gestão de Estoque ?

                                                                                                              Minha maior dor hoje em usar o zoho é a gestão do meu estoque. Sou uma empresa de varejo e essa gestão é fundamental pra mim. Obviamente preciso que esse estoque seja visível no CRM, Inicialmente fiz através de módulos personalizados no próprio Zoho CRM,

                                                                                                            • Signup forms behaviour : Same email & multiple submissions

                                                                                                              My use case is that I have a signup form (FormA) that I use in several places on my website, with a hidden field so I can see where the contact has been made from. I also have a couple of other signup forms (FormB and FormC) that slight differences. All

                                                                                                            • getting error in project users api

                                                                                                              Hello, I'm getting a "Given URL is wrong" error when trying to use the Zoho Projects V3 API endpoint for adding users to a project. The URL I'm using is https://projectsapi.zoho.com/api/v3/portal/{portalid}/projects/{projectid}/projectusers/ and it's

                                                                                                            • Change total display format in weekly time logs

                                                                                                              Hi! Would it be possible to display the total of the value entered in the weekly time log in the same format that the user input? This could be an option in the general settings -> display daily timesheet total in XX.XX format or XX:XX.

                                                                                                            • In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subf

                                                                                                              In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subform update Invoice , there i have date field,Invoice number

                                                                                                            • Different Company Name for billing & shipping address

                                                                                                              We are using Zoho Books & Inventory for our Logistics and started to realize soon, that Zoho is not offering a dedicated field for a shipping address company name .. when we are creating carrier shipping labels, the Billing Address company name gets always

                                                                                                            • How to display historical ticket information of the total time spent in each status

                                                                                                              Hi All, Hoping someone can help me, as I am new to Zoho Analytics, and I am a little stuck. I am looking to create a bar chart that looks back over tickets raised in the previous month and displays how much time was spent in each status (With Customer,

                                                                                                            • Zoho Projects iOS app update: Global Web Tabs support

                                                                                                              Hello everyone! In the latest version(v3.10.10) of the Zoho Projects app update, we have brought in support for Global Web Tabs. You can now access the web tabs across all the projects from the Home module of the app. Please update the app to the latest

                                                                                                            • Zoho Community Weekend Maintenance: 13–15 Sep 2025

                                                                                                              Hi everyone, We wanted to give you a heads-up that Zoho Community will undergo scheduled maintenance this weekend. During this period, some community features will be temporarily unavailable, while others will be in read-only mode. Maintenance Window:

                                                                                                            • Agent Performance Report

                                                                                                              From data to decisions: A deep dive into ticketing system reports An agent performance report in a ticketing system provides a comprehensive view of how support agents manage customer tickets. It measures efficiency and quality by tracking key performance

                                                                                                            • Show both Vendor and Customers in contact statement

                                                                                                              Dear Sir, some companies like us working with companies as Vendor and Customers too !!! it mean we send invoice and also receive bill from them , so we need our all amount in one place , but in contact statement , is separate it as Vendor and Customer, 

                                                                                                            • URL validation

                                                                                                              We use an internal intranet site which has a short DNS name which Zoho CRM will not accept.   When attempting to update the field it says "Please enter a valid URL". The URL I am trying to set is http://intranet/pm/ Our intranet is not currently setup with a full DNS name and given the amount of links using the shortname probably isn't a feasible change for us.

                                                                                                            • Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture??

                                                                                                              Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture ??

                                                                                                            • How can I adjust column width in Zoho Books?

                                                                                                              One issue I keep running into is as I show or hide columns in reports, the column widths get weird. Some columns have text cut off while others can take a fourth of the page for just a few characters. I checked report layout guides and my settings, but

                                                                                                            • Invalid value passed for file_name

                                                                                                              System generated file name does not send file anymore - what is the problem?

                                                                                                            • Custom Function for Estimates

                                                                                                              Hey everyone, I was wondering if there was a way to automate the Subject of an estimate whenever one is created or edited: * the green box using following infos: * Customer Name and Estimate Date. My Goal is to change the Subject to have this format "<MyFirm>-Estimate

                                                                                                            • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

                                                                                                              I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

                                                                                                            • Search in module lists has detiorated

                                                                                                              Every module has a problem with the search function :-/

                                                                                                            • YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign

                                                                                                              Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave in

                                                                                                            • Search in module lists has detiorated

                                                                                                              Every module has a problem with the search function :-/

                                                                                                            • Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens

                                                                                                              find attached extract of my report

                                                                                                            • Add Zoho Forms to Zoho CRM Plus bundle

                                                                                                              Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and

                                                                                                            • Bigin: filter Contacts by Company fields

                                                                                                              Hello, I was wondering if there's a way to filter the contacts based on a field belonging to their company. I.e.: - filter contacts by Company Annual Revenue field - filter contacts by Company Employee No. field In case this is not possibile, what workaround

                                                                                                            • Has Zoho changed the way it searches Items?

                                                                                                              Right now all of our searches have broken and we can no longer search using the SKU or alias. It was fine last night and we came in this morning to broken.....this is impacting our operations now.

                                                                                                            • Refunds do not export from Shopify, Amazon and Esty to Zoho. And then do not go from Zoho inventory to Quickbooks.

                                                                                                              I have a huge hole in my accounts from refunds and the lack of synchronisation between shopify , Amazon and Etsy to Zoho ( i.e when I process a refund on shopify/ Amazon or Etsy it does not come through to Zoho) and then if I process a manual credit note/

                                                                                                            • CRM->INVENTORY, sync products as composite items

                                                                                                              We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,

                                                                                                            • Monthly timesheet, consolidation of time by project

                                                                                                              I have time logs for various jobs for project. Is it possible to consolidate the time spent for each job, when I am generating a timesheet for a month? I am getting the entries of jobs done on each day when I generate a timesheet for a month For example

                                                                                                            • Building a Strong Online Identity with G-Tech Solutions

                                                                                                              In today’s fast-moving world, having a strong online identity is essential for every business. https://gtechsol.com.au helps businesses establish a digital presence that reflects their vision and values. By focusing on innovation and quality, they create

                                                                                                            • Sending emails from an outlook account

                                                                                                              Hi, I need to know if it's possible to send automatic emails from an Outlook account configured in Zoho CRM and, if so, how I can accomplish that. To give you some context, I set up a domain and created a function that generates PDF files to be sent later

                                                                                                            • Struggling with stock management in Zoho CRM – is Zoho Inventory the solution?

                                                                                                              My biggest pain point today with Zoho is inventory management. I run a retail business and reliable stock management is absolutely critical. Obviously, I need this inventory to be visible inside the CRM. At first, I tried handling it through custom modules

                                                                                                            • Automating CRM backup storage?

                                                                                                              Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

                                                                                                            • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

                                                                                                              Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

                                                                                                            • can't login Kiosk URGENT

                                                                                                              already try, can't login pls help to support. thanks.

                                                                                                            • Next Page