Zoho Creator Upcoming Updates — February 2023
Hello all!
A very happy new year to all of you! We're back with the very first monthly update of the year! Your support has made Creator's journey in 2022 both momentous and remarkable, and we'll be striving hard to make sure 2023 is even more incredible. Moreover, we're overwhelmed by your response to our brand new Product Roadmap page—thank you so much!
We'd like to welcome you to the new year with a slew of crucial updates:
- Blueprint Deluge tasks
- Inactive accounts deletion
- Old [C4] payment deprecation
- Upgrading to new sharing for user and customer portals
- Dynamically embed components in pages
- Import data to reports via permalink
- Parent window navigation for widgets
- AI-model assistant to create apps from files
- OpenAPI specification
- - - - - - - - - -
Blueprint Deluge tasks
We thought a rendezvous between two major Zoho Creator features—Deluge and Blueprint—would open up infinite possibilities. So we pulled up our socks to get working and came up with two new Deluge tasks related to blueprints.
- thisapp.blueprint.executeTransition - This is a task that will let you execute a transition and move a record from one stage to another. This task is handy when you need to perform bulk actions on a large number of records.
- thisapp.blueprint.changeStage - This task will let you move from one stage to another stage without having to execute a transition. Moreover, this task will be applicable in a bidirectional way, meaning that you can use it to move to a stage that is present before or after the current stage in the blueprint.
Crucially, we've also managed to overcome the limitation which prevented records manipulated using Deluge from being a part of any Blueprints. Going forward, even records added/updated using Deluge tasks can partake in the blueprint process.
How do I benefit?
How do I benefit?
The ability to work with blueprint workflows using Deluge programming will help vastly improve the automation of business processes.
Applicable for: C5, C6
Availability: All DCs
Released on: 08-Feb-23
Released on: 08-Feb-23
Note: Blueprint Deluge tasks will be rolled out in a phased manner. Initially, they will be available only for new signups, but then later will be rolled out for all.
- - - - - - - - - -
Inactive accounts deletion
In order to enhance performance, preserve security, reduce data retention, and safeguard the privacy of Creator users, we've decided to make the hard choice to delete inactive accounts. While we're sad to see some people leave Creator, we also see this as an opportunity to improve the performance of those who choose to stay with us. Any account that hasn't been accessed for 180 days will be considered as inactive and marked for deletion.
How will it work?
- After prolonged inactivity, an account will be listed for deletion.
Note: Only inactive accounts with a free, expired, or unpaid subscription will be considered. - The account admin will be informed via email of the impending deletion. Multiple reminders will follow.
- Finally, on a predetermined and well-publicized date, the account will be deleted.
- If the admin changes their mind and wants to retain their account, they can do so at any time before the deletion deadline, simply by clicking the Reactivate account button in the emails they've received.
How do I benefit?
Once this entire process is complete, the load on our systems will be reduced considerably, and we'll be able to reuse resources to serve you better. And finally, we're making rapid progress towards our ultimate aim of making Zoho Creator the fastest low-code development platform available.
Applicable for: C5
Availability: All DCs
Released on: 09-March-23
Released on: 09-March-23
- - - - - - - - - -
Old [C4] payment deprecation
Creator vets will remember that you used to be able to configure payments from within Form properties in C4. While it worked well, we came up with something even better in C5—Payment workflows.
Upon its launch, we began a process of slowly consolidating all payments under Workflows. Then, awhile later, we deprecated support for the creation of new payments from form properties. But, by popular request, we allowed existing payment configurations to continue functioning as before.
Although old C4 payments were permanently disabled, the payment field was retained to store the payment configuration and its associated data. However, old C4 payment configurations will soon reach their end of life.
What should I do?
- Go to Form -> Form properties.
- Then navigate to the Payment section.
i. If a payment configuration is present, then click the Delete icon.
ii. If the payment configuration was removed earlier, then the payment field alone will be present. In this case, click Delete old payment.
iii. If you don't see anything under the payment section, then you don't need to do anything. You're already good to go.
How do I benefit?
Shifting to payment workflows will enable you to collect payments by integrating with a large number of payment gateways. Additionally, any application which still has old payment configurations cannot become part of Environments. You don't want to miss out on that functionality!
Applicable for: C5, C6 users who are using the old payment method
Availability: All DCs
- - - - - - - - - -
Upgrading to new sharing for Users and Customer portal
A small but significant percentage of Creator users continue to stick with the old sharing setup for users and customer portals. All good things come to an end, but this time around they'll be superseded by something vastly superior. The new sharing model brings with it massive upgrades—customizable permissions, field permissions, the ability to restrict visibility, and much more—to the process of sharing with users and customers. We're sure that you'll love the upgrade!
We realize that this could be a big change for some of you, though. With that in mind, we came up with a pretty helpful Upgrade wizard to assist you with the upgrading process. The upgrade wizard will give you a detailed preview of how the user and customer portal permissions and other configurations will be mapped after the upgrade.
How do I upgrade?
- Visit the Updates section under Account Setup and choose the Users and Customer Portal upgrade.
- In the upgrade wizard, select the application which should be upgraded to the new sharing.
- A preview of how the permissions will look after upgrading to the new sharing will be displayed.
- After carefully reviewing the permissions, you can finalize the upgrade.
How do I benefit?
- The new sharing setup comes with the benefit of better-structured access control policies using permissions and roles.
- Permission to access, view, edit, delete, import, and export records can be set as part of the new sharing process.
- Getting the new sharing setup for user and customer portal is a mandatory prerequisite to upgrading to C6, the most powerful and innovative version of Creator yet.
- You (already are and) will continue missing out on exciting updates by sticking with the old sharing setup. We intend to focus our developmental resources only on the new sharing version.
Applicable for: C5 users who are using the old sharing model
Availability: All DCs
- - - - - - - - - -
Dynamically embed components in pages
Currently, you can embed other Creator components (like forms, reports, etc.) in a page. Now we're taking it up a notch by opening up the possibility of embedding Creator components in a page as:
- Popup windows
- Embed containers within the same page (both as HTML and iframe)
- <div> containers
What do I need to do?
Just use the new zc_LoadIn page parameter to dynamically embed components into pages.
How do I benefit?
Apart from allowing you new ways to embed components into a page, the other advantage of this parameter is that now the page can show dynamic real-time values, without having to refresh the entire page. With the older fixed embed, you needed to refresh the page to get updated data.
Applicable for: C5, C6
Availability: All DCs
Released on: 06-Feb-23
Released on: 06-Feb-23
- - - - - - - - - -
Import data to reports via permalink
We'll be launching standardized functionality-based URLs that'll allow your users to import data directly to reports. Save your users' time, as they'll no longer need to go to that particular report to upload data.
How will it work?
The import permalink will have the following pattern:
https://<base_url>/<account_owner_name>/<application_name>/report/<report_link_name>/import
Use it anywhere in any component to quickly direct the user to the import interface.
How do I benefit?
This standalone import permalink can provide you with innumerable ways to enable users to upload data to reports. Apart from saving them the hassle, the permalink can be added to other components, like pages, forms, workflows, and more.
Applicable for: C5, C6
Availability: All DCs
Released on: 06-Feb-23
- - - - - - - - - -
Parent window navigation for widgets
As you're probably aware, Widgets help you build components that aren't always possible using Creator's built-in functionalities. But, due to certain restrictions, you couldn't execute actions from widgets to their parent window (creatorapp.zoho.com). Annoying, right?
To overcome this limitation, we've come up with a new method, navigateparentURL(), which will allow you to execute an action in the parent window from the child window itself. This method can handle the open, back, reload, close, and close all actions.
How will it work?
Just use the navigateparentURL() method present under the ZOHO.CREATOR.UTIL with JavaScript functions. The action that's required to be performed (back, close, etc) should be passed as a param.
Syntax:
var param = {
action:${ACTIONVALUE}
url: ${URL}
window: ${WINDOWTYPE}
}
ZOHO.CREATOR.UTIL.navigateParentURL(param)
action:${ACTIONVALUE}
url: ${URL}
window: ${WINDOWTYPE}
}
ZOHO.CREATOR.UTIL.navigateParentURL(param)
How do I benefit?
With the new method, you can provide a powerful yet greatly simplified experience to your users, with the help of UI buttons which perform actions in the parent window.
Applicable for: C5, C6
Availability: All DCs
Released on: 13-Mar-23
Reference:
- - - - - - - - - -
AI-model assistant to create apps from files
Trying to create an app or form by importing a file containing large amounts of data can be a real headache! That's why we've come up with an AI-powered tool to help you achieve data normalization while importing files. Data normalization is the process of breaking down data into smaller tables with a more organized structure.
Our AI will quickly analyze the data you're importing and provide you with a list of suggestions to split them into smaller tables along with suitable relationships that can be established by showing you a list of reference forms and lookup fields.
What should I do?
- In the Import from file window when creating a new application in the wizard, click Restructure table under the Data section.
- You'll then be shown a list of suggestions. Choose the most suitable one and, if needed, make any changes as per requirements.
How do I benefit?
This features brings order to your disorganized data, segments it in a disciplined fashion, and makes it more suitable for consumption.
Applicable for: C5, C6
Availability: All DCs
Released on: 06-Feb-23
Released on: 06-Feb-23
- - - - - - - - - -
OpenAPI specification
As part of our continuing process of standardizing the APIs across our products, Zoho Creator v2 APIs are now defined using OpenAPI specifications. The key advantage of embracing OAS is that it includes a standard and language-agnostic interface for describing APIs in a manner in which they are both machine-readable and interpretable by human readers.
How to get them?
- Visit the OpenAPI page under the API docs. There, you can download the OAS files as a whole or individually, as per your requirement.
- Alternatively, when you visit any individual API page (say Add records, for example) you'll see a Download OAS button. Use it to get the OAS file.
- Then use them in Swagger.
How do I benefit?
Since OAS is the industry standard, you can steeply reduce the learning curve of APIs. Anyone can easily determine how an API works, as the OAS files contain detailed information about the endpoints, components, and meta information.
Applicable for: C5, C6
Availability: All DCs
Released on: 06-Feb-23
Released on: 06-Feb-23
- - - - - - - - - -
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!
Regards,
Zoho Creator Team
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Ashwin Vishal R
Jean Le Gal
Damien Cregan
Benoit GD
charlesl
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 continueZoho 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 newUpcoming 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. AIntroducing 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
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Ability to Filter Alias Mailboxes in Zoho Recruit
Dear Zoho Recruit Team, I hope you are doing well. We would like to request a feature enhancement regarding the handling of alias mailboxes in Zoho Recruit. Currently, when we connect an alias mailbox (e.g., jobs@domain.com) from our Zoho One accountzohorecruit.com career form postcode bug
Dear, When I select a postcode from the drop down on a zohorecruit.com career form, the street text field is automatically filled with the name of the city, which should not happen. Any idea how I can fix this? Thanks, BartOffice-365-agenda and Microsoft Teams Integration
Dear, I have a trial version of Zoho Recruit and trying to evaluate the Microsoft Teams Integration in Zoho Recruit. After registering with my Office 365 account and checking the result of the registration/sign-in at https://mysignins.microsoft.com/ (whichDelegate Access - Mobile iOS/iPad
We’re over the moon that delegate access is now available in Zoho Mail as we were nearly ready to switch platforms because of it! Is there a timeline on when delegate mailboxes will be accessible from the iOS and iPad OS applications? Thanks, JakeHow to add Connector in developer platform zoho?
Hi, I am working on creating an Extension, and part of the development is to retrieve Email templates. In my CRM instance I can invokeURL by creating Zoho OAuth connection and get the template. But developer platform does not provide Zoho OAuth or anyHow to archive Lost/Junk Leads so sales reps don’t see them, but keep them for reporting?
Hi everyone, In our Zoho CRM we have two Lead Status values: Lost Lead and Junk Lead. What I want to achieve is: When a lead is marked as Lost or Junk, it should disappear from my sales reps’ Lead views (so they only see active leads). At the same time,Zoho CRM Canvas Copy Original Layout
Hello all, I want to use Canvas to make small changes to certain views, not to make huge changes. Is it possible to copy the original Zoho layout and set-up and start from there? I checked and all I can find are some templates which are far from the originalIs there a way to request a password?
We add customers info into the vaults and I wanted to see if we could do some sort of "file request" like how dropbox offers with files. It would be awesome if a customer could go to a link and input a "title, username, password, url" all securely and it then shows up in our team vault or something. Not sure if that is safe, but it's the best I can think of to be semi scalable and obviously better than sending emails. I am open to another idea, just thought this would be a great feature. Thanks,Revenue Management: #5 Revenue Recognition in SaaS
If you're building or running a SaaS business, you've probably encountered this. You get paid upfront for a subscription and a one-time onboarding fee, but you end up with confusion about when to consider it revenue. Can I book all of it now? Should IMS Teams for daily call operations
Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionalityZoho Learn Course Access Issue
One of the learners in a specific course can't see any lessons. They are registered as both a user and learner for this course in Zoo Learn. What could be the reason?ZOHOLICS Japan 2025 開催のお知らせ（再投稿）
【コミュニティユーザーの皆さまへお知らせ】 Zoho 最大のユーザーイベント「ZOHOLICS Japan 2025」を9月19日（金）に開催します。 AI活用に関する特別講演、ユーザー事例、Zoho 製品の活用例のご紹介など、Zoholicsならではのセッションをご用意しています。 Zoho コミュニティ開催のMeetupとはまた違った雰囲気のイベントです。 ご都合のつく方はお気軽にご参加ください✨ 詳細はこちら https://events.zoho.jp/zoholics2025#/?affl=forumpost2Phone Number format for Bulk Upload via csv for Zoho Sign
What is the phone number format that we need to use for a bulk recipient upload via csv in zoho sign, should the country code be included for ex if its US should it be +18889007865 ior 18889007865 or without country code 8889007865? the sample csv providedFilter Page Elements By Selectable Date Range
I have created a basic Page that will serve as a client dashboard with elements that will provide simple counts & sums of data in reports. There are no reports or forms added to the page, just elements. It currently functions as needed, but shows theCan’t Enter my Notebook is Locked
I’ve been using Notebook for taking notes at my college for a month and I never signed in and I never established a password. Today I tried to enter the app after the update and it asked me for a password. I need to access to my notes urgently and I can’tSend Email Directly to Channel
Hi, We are coming from Slack. In Slack each channel has a unique Email address that you can send emails too. I currently forward a specific type of email from my Gmail InBox directly do this channel for Verification Codes so my team doesn't have to askSecure your external sharing process with OTP Authentication
For any business, it's crucial to share files externally in a way that is both secure and controlled. Let's say you want to share confidential data with your partners and vendors. You must ensure that only your intended recipients can access the sharedItems attribute questions
Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on theIs there a way to search mail for items you haven't yet responded to?
I'm trying to create a search to show emails that haven't been responded to and that have also been assigned a tag or label. Is there a way to search for the inverse of replied?Zobot and Sales IQ
What will happen to the Zoho Sales IQ being integrated to the website after creating the Zobot on the website tooSubtotals per Header
Hey, we would like to display subtotals per header in our invoices:upgrade storage
how to upgrade my storageLinking items from books and subscription
Linking books and subscription It is a pity that it is not possible to associate with a product an article present in ZohoBooks This would make it possible to manage products composed of a nomenclature of articles of booksAdd the ability to view number of hours planned for a workorder while in the Dispatch Console
Hi Zoho, When dispatching a work order through the Dispatch Console, there's currently no way to view the number of planned hours for the service tasks associated with that specific work order. Having to click into the details each time to check plannedUploading Files from uploads api
I tried uploading the image from the API call but its giving me unauthorized error even i have given valid token in header. After uploading i need that id to pass in create ticket api uploads but its not uploading that file. Please help me out in thCategorize Items with Item Headers
Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title. Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates. To add an item header: Go to the Estimates, InvoicesURLs being masked despite disabling tracking
Hey, We had disabled click tracking from an email update we are sharing with our users. Despite this, the URL the end user is receiving is masked, and looks like "https://qksyl-cmpzourl.maillist-manage.net/click/1d8e72714515cda6/1d8e72714515ca70" insteadChange format of quantity format
Hi, I would like to change the qunatity format from 1,00 to 1. Is this possible? thanks!square up and Zoho books
Since we set up the app connection between square up and Zoho books we have realised that when the amounts are getting transferred Zoho is adding VAT again making the numbers 20% more than they should be. We have checked our settings and they VAT/ TaxHow to provide Access rights to specific Bank accounts
We have several bank accounts. I want to provide certain members access to only 2-3 accounts. It appears that when I give permissions, they are for ALL bank accounts. How do I do that?Errors Getting a Bank Transaction
Using Postman(for testing), I am receiving errors when attempting to get a single bank transaction. I am able to receive the list of bank transactions with https://www.zohoapis.com/books/v3/banktransactions/?organization_id={org_id} but when I try toSubscriptions Plans and CRM Products Integration?
Is there any way to set up plans and pricing in Zoho Subscriptions and have those available as Products in the CRM? We are trying to set up the CRM and the Products seem to be more geared toward selling products that are not subscription based. So if we sell annual or monthly contracts which are $10/seat/month, I can set this up as a plan in Subscriptions, but how can I set the same thing up in the CRM for the salespeople to sell/quote? What is the best practice for setting up the CRM Products toMapping Zoho Subscription Plans and Products to CRM and Books
We have products that are one time products and subscription products. 1) We would like to have the ability to create an opportunity in CRM that includes both one-time charge products and subscription products. Currently the only way of creating a subscription product is by defining a "Product->Plan" hierarchy in Zoho Subscription. It appears that the only SYNC between Subscription and CRM is around contacts and the Product->Plan hierarchy doesn't sync to CRM, thus, you would need a duplicateZoho People Attendance Module - Split Shifts
Hello, Our business employs a number of college students who often split their workdays between work hours and class schedules, resulting in split shifts. For example: Employee 1 works 9am to 11:30am and then leaves for class, returning to work at 3pmBulk update fields based on date
Hi! I need all the quotes with "Quote Stage" set to "Next Year" to update to "Draft" every January 8 (every year). Can you help?Target for a campaign
Hi, Hope you can help me. I need to create a report (for a marketing campaign) that combines Deals and Contacts to export all the contacts with closed deals. I can easily do that, what I cannot do is to remove from the target the contacts that have moreZoho Desk + Jira integration - Email notifications and comments posted by administrator instead of real user
Dear All, I set up the integration under my admin account, and now when users leave comments in Jira (to created tickets in Zoho Desk), the email notifications show that the ‘Administrator’ left a comment, not a real user. The same happens in the ticketCelebrating the power of visuals
On World Photography Day, we would like to highlight the power of visuals in customer service. Visuals promote learning and understanding in less time. A photograph can rekindle a memory, convey more than words, and give a fresh perspective. How doesCustomer address in Zoho Bookings
Hello, Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps. It would also be advantageous for the "list view" to show appointment times instead of just duration and bookingBlocking / black listing customers
Hi, We have a situation, we observed that certain customers are blocking multiple appointments with our advsiors but not showing up. Some of these are repeat offenders. This leads to those service hours getting blocked and not available for genuine customers.Next Page