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
How do I delete a folder in Marketing Automation?
Folders are used across contact lists and segments, and email templates. How do I delete a folder once it's been created?Portal Approval Process
Hi Zoho team and fellow users, I am seeking a method to establish a multi-step approval process between a Zoho user and a portal user (Custom Portal) to review and approve requests through the Custom Portal. For instance, within this setup, one of theNarrative 8: Intelligent in-app support that's instantly available anytime and anywhere
Behind the scenes of a successful ticketing system - BTS Series Narrative 8: Intelligent in-app support that's instantly available anytime and anywhere The App Support Across Platforms (ASAP) add-on for Zoho Desk is an independent application that integratesNavigation issue — unable to return to Customer page after opening Receipt from Transactions
Steps to reproduce: Open a Customer record. Go to Transactions tab and open a Receipt by clicking its receipt number. After viewing the receipt, clicking browser Back or closing the receipt does not reliably return me to the original Customer record (IThermal Printer Option Needed for Delivery Challan Templates
Currently in Zoho Books, the Delivery Challan template only supports A4 and A5 page sizes. However, in many businesses (especially retail and hardware), we use thermal printers (like 3-inch or 4-inch rolls) to print delivery challans. It would be verySeparate Default Payment Modes for Receipts vs. Payments
Right now, when I set a default Payment Mode via a customer invoice or Payments Received screen, that same mode shows up for vendor payments (Purchases → Payments Made). 🔹 Request: We need different default modes for: Customer receipts (e.g., defaultUpdate/Change GSTIN in GST Settings of zohobooks
We are trying to update our GSTIN under the GST settings section of our Zohobooks account Initially, we had entered a dummy GSTIN (123456789123456) to generate a sample invoice before obtaining our official GST registration. After receiving our actualLink Payment Mode and Paid Through Accounts
For most users, it's very difficult for them to understand that the Payment Mode is totally independent of the Paid Through account when paying bills. It seems (and is) redundant for them to have to select what is basically the same thing twice. The currentLets enable business to choose the default payment mode
Lets enable business to choose the default payment mode so that we do not have choose payment mode again and again for each and every transsctionsAdd Attachment Support to Zoho Flow Mailhook / Email Trigger Module
Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,South African Payment Gateways
Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurringHas anyone verified if Zoho is PCI compliant?
We are planning on using Zoho to process payments via Authorize.net. We have everything set up and are attempting to complete the PCI DSS SAQ-A requirement for our merchant account. This requires us to prove Zoho has completed the SAQ-D for Service Providers. We need a way to verify compliance, or a copy of an attestation of compliance signed by the appropriate officer at Zoho. I assume I'm not the first person to use Zoho to process payment, and therefore not the first to require this informationSupport for Custom Fonts in Zoho Recruit Career Site and Candidate Portal
Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While theseBigin Plugin for Outlook
Could we get this added? The Gmail version already exists, and I would like to avoid having to make a switch.Date does not fit the field
Hi There. I am having fun learning zoho sign API. Today I noticed the "Signed Date" field does not fit, or alternatively the font is to large for the auto field space. See screenshot below. The signed date field is created by putting {{Signdate}} on theTip of the Week #69 – Automate your Zoho TeamInbox tasks with n8n integration.
Don’t waste time repeating the same tasks—like sending follow-up emails or adding new contacts. Let automation save the day. With n8n, an open-source automation tool, you can connect your favorite apps and let them handle the busywork for you. You don’tMulti Page/Step Forms in creator
Greetings i was wondering if it's possible to create multipage/step forms on creator similar to what we have on zoho forms. is that possbile? ThanksPackage Geometry
how can i add the dimensions and weight capacity of the available boxes to be default in the system everytime we use it ?How to create a Master Kanban Board that syncs with Child Projects?
Hello, We're currently using Zoho Sprints for managing our interdepartmental teams, and we're looking to enhance our workflow using Kanban boards as part of a company-wide productivity improvement initiative. Our goal is to implement a project structureWriter.. Broken?
Hello, Writer has been really good to me during the months I've used it, up until now. I usually launch the app by tapping the icon and I could immediately pick up where I left off. Now I'm greeted by a loading circle not reaching 100% and I only have the option to create a new account. By pressing that button it now switches to a login screen and I can access my account. However, it seems (only speculating ofc) to be stuck in cell-phone mode? everything looks scrambled. I can't access any ofHow to access Recruit Variables in a Deluge function?
I have set up Recruit Variables in Zoho Recruit, and I would like to know how to retrieve these variables from within a Recruit custom function (Deluge). Could someone please explain the correct way to access them? I tried the following code, but it didUpon De activate a user what name doe sthe contacts candidates go under?
When deactivating a user, does the user name remain the same, as the candidate owner? If not what/who, does it change to? Do I need to change the user name in contacts and candidates before I deactivate the user?Weekly Tips: Customize alerts from your Priority Users
You might receive hundreds of emails daily, but messages from your manager, clients, or team leads often require immediate attention, as they may contain urgent requests or critical updates. How would you ensure you never miss important messages fromMaximum 100 records in Sheet View is limiting. How can I increase this?
Thanks in advance for any help with this. There was a similar post that showed answered but it did not help with increasing the number of records you see in a Sheet View. Editing in the Sheet View is fast and efficient but I have 3500 records and I needRevenue Management: #3 Revenue Recognition Simplified
In continuation of the previous post on how to compute revenue recognition, let's explore a solution that helps businesses handle real-world complexities. While the Accounting Standards provide a clear framework for recognizing revenue, the real challengeTip #40- Strengthen Remote Support with IP-based Restrictions in Zoho Assist– ‘Insider Insights’
Protecting sensitive data and preventing unauthorized access is a top priority for any organization. With IP-based restrictions in Zoho Assist, you can ensure that only users from trusted networks can initiate remote support sessions. Say your IT teamPush Invoices to Xero Manually
Hi guys, I'm wondering if anyone has wanted to do this and has a workaround or knows of an app that may be able to help with this. I sell B2B and B2C. The customers can purchase on our website or through marketplace, all of which send sales to zoho. TheOpenAI error code: 1010 in a Zobot
Please see short linked screen recording. Insights welcome. Please and thank you! https://workdrive.zohoexternal.com/external/f3247ba9c872639157b707700c0300c433c7664aea924a034f4da3c3ad2e355fAbility to Create Sub-Modules in Zoho CRM
We believe there needs to be a better, more native way to manage related records in Zoho CRM without creating clutter. Ideally, Zoho would support "sub-modules" that we can create and associate under a parent module. Our use case: We have a custom moduleInstalling EMAIL Setup in New Domain
Respected Support team, I'm facing an issue with cloudflare in Pakistan, I want to setup Zoho Mail Setup but I Don't know how to enable Zoho mail setup without cloudflare. My Website https://stumbleguymod.com/ is using CF, and I want a different ZohoDoes Zoho Sheet Supports https://n8n.io ?
Does Zoho Sheet Supports https://n8n.io ? If not, can we take this as an idea and deploy in future please? ThanksSignature change
I cannot see how to change signature or out of office details easily now in the new format.Inventory API - Retrieve all uploaded product / item images
I know that I can get the primary image for each product / item or composite item, by using the /image endpoint. https://inventory.zoho.com/api/v1/compositeitems/<item-id>/image?authtoken=<TOKEN> This will return only one photo, even if the item has multiple images uploaded. Is there a way to retrieve all images stored for an item via the Zoho Inventory API?Ebay Integration malfunction
My eBay integration in Inventory has always worked well. It suddenly malfunctioned. It is creating its own parts in Inventory that are unavailable instead of selling the parts I've always sold. Tech help was unable to resolve this. The latest sale attemptIntroducing Bin Locations In Zoho Inventory
Hello users, We are excited to let you know that your wait for the Bin Locations feature has now come to an end! Yes, you heard us right! We are here to introduce the much-awaited Bin Locations now in Zoho Inventory. But before we dive into the featurehow to get all the records in the custom View more than 200 records , Without using the page Concept
how to get all the records in the custom View more than 200 records , Without giveing page as default in the Loop Concept Pls help how We can Achive this void schedule.Lead_Attempt_To_contact_schedule_10_30() { pages = {1,2}; for each pg in pages { query_mapThe way that Users can view the ticket
I have created users. What I would like to achieve is the following: All users under the same company account should be able to view each other’s tickets.Zoho UAE SMS/WHATSAPP
Hello everyone, so I have a question as regards DC and their impact on automation, integration and app usage. For example I am working with a UAE clientniw but each time I tried to connect their WhatsApp and sms then automate their process I tend to receiveLooking to Flag or Tag contacts/ accounts on Zoho Desk?
I am looking for a way to flag certain accounts and make it obvious on the views pages. So for example if a has a certain package or needs extra attention it is clear before even clicking on the ticket. This could be via adding a tag or flag onto an account,setting date-time field from string
hello everyone, i hope someone could help me. i have a date-time field in a form that i want to fill in from two separate fields of date, and time. i need to combine the two fields to a one date-time field but can make it work. i tried to convert theNext Page