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
Auto populate email field in zoho form
Hi, Is there a way the email field in zoho forms can be auto populated based on the name selected from a drop down list?Option to accept and pay for estimate from Public Estimate link?
Is there any way that our customers can get the Estimate in their email, click on "View Estimate" and from the public link, click Accept and Pay? When they click that, in the background Zoho would create the invoice record in the so that the payment wouldKaizen #125 Manipulating Multi-Select Lookup fields (MxN) using Zoho CRM APIs
Hello everyone! Welcome back to another week of Kaizen. In last week's post in the Kaizen series, we discussed how subforms work in Zoho CRM and how to manipulate subform data using Zoho CRM APIs. In this post, we will discuss how to manipulate a multi-selectEasily track referrals with Zoho Forms
Referral tracking can be a powerful way for businesses to understand where their leads are coming from. With Zoho Forms, tracking the referral sources of your leads is an easy and straightforward process. Here are some tips to help you make the most ofAdd an email to an existing ticket is not working
I noticed that in Zoho Desk the funcionality to add an email to an existing ticket is not working using the syntax [##12345##], has the method changed? In red is the syntax we use to add email to an existing ticket As you can see, he did not add the emailNew CRM to Campaigns Sync Doesn't Continue Making Updates
Changes made in CRM are not appearing in mapped fields in matching Campaign records after migrating to the new sync process. The only way we've found to get records to update is to call into Support and point out the problem. After convincing SupportZoho Integration with UPS
I have 2 questions: Firstly, is there a way to notify UPS that we have a package to collect once we have done the shipping label? Secondly, how do I get the tracking number and shipment method onto the Invoice and Package Slip for the customer? ThanCannot log in to IMAP account as of last night
Hey I've been using MFA with an authenticator for a while and have had to use application passwords for Outlook and Edison Mail on my Android devices. Last night the app passwords started to be rejected on my Android devices so I created new ones forLow Stock View
We use the Low Stock view frequently as a guide to inform us when to reorder items, but the view is misleading because it does not take into account Purchase Orders that have already been raised. Unless you are aware and check item by item, this can leadImprove History Feature in Zoho Inventory
At present there is a "history" tab on Zoho Inventory Items, however this only shows a date and time stamp along with the users name. It doesn't say what was changed. What is the value of this if you can't see what was changed? My Ideal is to includeShow backordered items on packing slip
We send out a lot of large orders, and often there are one or two things backordered. How can I fix the packing slips to show quantity ordered & quantity packed There should also be the ability to "ship" 0 of an item so the receiver knows that thingsDocument | Files
The vendor "Partial matches" still not fixed here after years of putting up with having to select most vendors manually ! ( again, the banking "Transaction rules" would solve a lot of these issues ) Some unwanted, irrelevant pdf's also arrive. It wouldbooks+POS+ tap to pay+ stripe
So in the UK we now have tap to pay with stripe. So we can use the stripe app as a POS terminal. Brilliant news. Can we hope that the Books App might add this feature ASAP. It would be great to have one system rather than using the not very good SquareCanvas Form View - Client Script Page on load - Url params not working
We have a custom module with a canvas page for form view. We have a button in Customers module to open this canvas page using invokeurl function. We send few parameters as in the URL as query parameters. https://crm.zoho.in/crm/orgxxxxxxxx/tab/CustomModule12/create/canvas/64333200000261xxxx?layoutId=643332000002605001&c=${Customers.CustomerSending Recruit SMS's to Zoho Cliq - Or tracking in the Messages module in Recruit?
Is there any way to send SMS Gateway messages in Recruit to ZOho Cliq? We use 2-way SMS massages a lot in Zoho Recruit to speed up communication with Candidates. However the only way to keep track of received SMS's is by keeping a look out for the EmailThis mobile number has been marked spam. Please contact support.
Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?Zohomail does not support additional fields in mailto links
Hello, I set up Zohomail as default composer in Firefox according to manual here: https://www.zoho.com/mail/help/defaultcomposer.html#alink2 Later, I wanted to use this functionality to answer in a Linux mailing list thread using mailto link: mailto:xxxxx@kernel.org?In-Reply-To=%3C727o0521-q24p-s0qq-66n0-sn436rpqqr1p@example.com%3E&Cc=xxxxx%example.org&Subject=Re%3A%20%5BPATCH%20v2%28%29Is it possible to set a customer context variable in Zobot
Hi, I want to use a context variable to route users down different paths in my Zobot chat flow. I know I can do this when the user enters data. But I want to know if I can use a variable that is 'hard coded' on the card, that the user is unaware of. UseCannot change Blog Title
There is nowhere to change the blog title. You can change the blog URL but that is making no difference to the text "Enter Your Post Title" am I missing something?Pending Sales Order Reports
Pending sale order report is available for any single customer, Individual report is available after 3-4 clicks but consolidated list is needed to know the status each item. please help me.Kaizen #203 - Answering Your Questions | Handling API Limits and Error Responses
Hi Everyone, Welcome back to yet another post in the Kaizen Series! We appreciate your keen participation in the 200th milestone celebration of the Kaizen series. We will continue to answer the queries we received through the feedback. When working withHow to verify website ownership with google search console
Hi, I am having a free .in domain provided by Zoho I have created a website on it now I want to verify my ownership to google webmaster. Can you please help me how to do that.Kaizen #89 - Color Coding using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. Today let us see how you can apply color codes to the List and Detail Pages of Zoho CRM using Client Script. Need for color code in Zoho CRM When you mark things with different colors as a"SPF record exceed the allowed limit of 10"
Hi, I was wondering if there were a "universal Zoho SPF record" that would allow all my configured Zoho services that email things to meet this limitation ? or do I have to have an entry for mail, com, billing, etc?Zoho Mail android app update: Block & reject future emails, Report phishing, Spam alerts, Suspicious URL detection
Hello everyone! In the most recent Zoho Mail Android app update, we have brought in support for the following features: Block & reject future emails Report Phishing Spam alerts in the mail details screen. Suspicious URL detection. Block & reject futureWhat is Resolution Time in Business Hours
HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistanceAnimated GIF Images in Chat
I know this seems to be a small feature request but in a recent Cliq update Zoho disabled autoplay for animated GIFs posted in Cliq conversations. We think this was not a good change. In our organization, animated GIFs in a chat play a role in expressingI can't seem to login in to Mail Apps of MacOS /IOS
Hi, i'm having trouble in signing in to mail apps from IOS. It's always come back to wrong passwords. But i already changed my password like 3 times. But still it says wrong credentialsProfile Image Showing Incorrectly in Zoho Mail
Hi everyone, I’m facing a serious issue with Zoho Mail. The profile image showing for my email address is incorrect — it’s not my image. When I send an email to my Gmail account, it displays someone else’s image. This looks very suspicious and can makeI need access to my old email
I need access to my old email bromzeman@zoho.com to verify it for forwarding. I can’t access the inbox to get the confirmation code. Please assist with recovery or forwarding. as you might already know, they made alot of the email addresses to have thatSet Defaults for Email Groups
Is there a way to set defaults for all of the groups that I establish as a moderator? For example, I want every group I establish to have the following settings: 1. Moderator is <user> 2. User is <user>, <user> 3. Notifications for new group turnedLOGS FOR RECEIVED MAIL ( READ DATE & TIME)
In Zoho mail we can extract the read logs of received mails so that we can see when we have read the mail and at what time & we have read it.Domain verification probem
Hello, i use a domain from Namecheap with hosting from Cinfu when i try to verify my domain on zoho i get "TXT Verification failure" i even tried the HTML verification and the code appears but also giving me the verification failure error.Switching to Cloudflare email routing from Zoho Mail
Hello, I'm currently working on migrating from Zoho Mail to Cloudflare's email routing solution. This requires changing MX and TXT records for our custom domain - when we do this, will our users still be able to log into their accounts and access an archivedUn Subscription Button
How can i Add the Un Subscription Button in Zoho mailDocuments unable view and need to downlad
I can't view .doc files in Zoho mail unless I download them, but I can view PDF files without downloading.we encountered a problem while sending your email. please try again later.
Adding and removing people from groups
We're having problems adding people to a group. Apparently Zoho has one email address and will not recognize a different email address.MAIL SEARCH IS NOT WORKING
THIS ISSUE HAS BEEN BUGGING ME SINCE MORNING, PLEASE RESOLVE THIS AT THE EARLIESTURL Parameter on Help Center SIgn in link
Is it possible to add a url parameter to the sign in link on the Help Center?Next Page