Zoho Creator Upcoming Updates — March 2023
Hello all!
Zoho Creator continues to rapidly develop new features and functionalities to help you solve your business challenges. We'll never cease working to amaze you with incredible new updates. And today, we're announcing a neat range of features coming up in March.
-
Form drafts
-
Vertical subforms
-
Creator Extensions
-
Zia Help Assistant
-
Screen Record by Quartz in Zia Help Assistant
- Activity-based user filter
- - - - - - - - - -
Form drafts
Sometimes, your users may find it difficult to finish filling in a form containing a large number of fields. It may take them significant amounts of time, as they don't have all details available at hand—or they could be interrupted and lose the opportunity to complete the form.
In such cases, your users will appreciate it if they can save the partially filled forms and then come back later and resume working on them without any data loss. With this in mind, we'll be launching the Save as Draft feature, which allows users to save up to 3 drafts for each form, for a period of 15 days.
Where can I enable it?
Navigate to the required
Form -> Form Properties -> Save Draft
section. Then tick the checkbox beside Enable users to save form as draft and resume editing later
option.
What should my users do?
-
While filling in the form, they'll see a
Save as Draft button. Clicking on it will save the progress they've made up to that moment.
-
The
View drafts
option will list their saved drafts. Click on the required draft to continue editing it and then submit the form.
How do I benefit?
The Save as Draft feature, apart from reducing the hassle for your users, also helps in lessening the risk or impact of accidental data loss.
Applicable for:
C5, C6
Availability:
All DCs
Released on: 05-Jul-23
- - - - - - - - - -
Vertical subforms
Subforms are an invaluable part of Forms, as they enable you to collect and visualize line items in a form. Taking it up a notch, we'll now be introducing the possibility of displaying a subform as a popup, with vertical listing of its fields.
Consequently, with the introduction of the new popup option, we'll be adding a new section,View type, within the
Field Properties
pane of subforms. Further, the existing method of displaying subforms has been christened
Grid
in the View type section, and it'll be the default option going forward. The vertical listing of subforms as popups are called List.
Where can I enable it?
Navigate to the required
Form -> Subform -> Field properties -> View type.
Here choose the
List
option.
How do I benefit?
By displaying subforms as popups, you can simplify the tedious process of filling in forms with a large number of fields, thereby achieving a superior user experience during data entry processes.
Applicable for:
C5, C6
Availability:
All DCs
Released on: 17-Apr-23
- - - - - - - - - -
Creator Extensions
With the aim of enhancing the versatility and extensibility of Zoho Creator, we've come up with a brand new functionality called
Creator Extensions
.
This will open up the possibility of building and delivering Creator components as independent add-ons known as
extensions
, which can be distributed to other Zoho Creator users who can then install and use them in their applications. Extensions enable the delivery of a customized range of functionalities which are not available by default in Creator.
Note:
In the initial phases, only widgets
can be offered as extensions. More components will be added later.
Working with extensions
Get started by building a widget, then turn it into an extension in
Sigma, test it out, and publish it. You can choose to distribute it publically on
Zoho Marketplace, where it will be available for all. Later, you can add enhancements and publish new versions.
The lifecycle of an extension
How do I benefit?
You can use our low-code platform to turn your breakthrough ideas into profitable endeavours by building powerful extensions and selling them on Zoho Marketplace. All the while, you can easily manage the entire lifecycle of these extensions.
Applicable for:
C6
Availability:
All DCs
Released on: 23-May-23
- - - - - - - - - -
Zia Help Assistant
Zoho Creator's no-nonsense approach to low-code development, the robustness of the platform's performance, and recent big-ticket investments into AI has been well appreciated by all.
With that in mind, we've come up with a very intuitive new assistant, whose AI-assisted guidance will help upskill your command of Creator and learn more with contextual help. Further, this new, powerful, and all-encompassing help widget will show the entire range of options available to assist you.
Zia - Our very own AI assistant will scan the entire knowledge base and auto suggest relevant help articles based on your current screen. Say you're in the Solutions section—Zia will list off the articles explaining the procedure to create different solutions (Applications, BI & Analytics, and Integration Flows). Being powered by an advanced NLP engine, Zia has the ability to understand your questions, identify patterns, and suggest the best answers to deliver the assistance you need.
Contact - You'll get a list of our common toll-free support phone numbers. Call us at the number shown for your country and get support over the phone.
Chat - Live chat is a faster and more convenient way to get in touch with our support team. Get instant responses to aid you with your questions.
Support - Use this option to send questions/feedback to support via email. Additionally, from here you can also allow the support team to access your app and help you out. Finally, you can also use the Screen Record option to send us a video recording of the issue you are facing. More details on the Screen Record feature is given further below in this post.
How do I access it?
-
Just click on the
Help
option present in the bottom toolbar of Zoho Creator.
- Then choose the support option you prefer and proceed.
How do I benefit?
Apart from an improved and seamless support experience, the widget will help you get faster resolution, which can improve your business performance and productivity.
Applicable for:
C6
Availability:
All DCs
Released on: 11-May-23
- - - - - - - - - -
Screen Record in Zia Help Assistant
Pushing the boundaries of contemporary support tools, we'll be launching
Screen Record by Quartz, an error debugging and virtual diagnostic tool.
This privacy-first tool will be introduced as a built-in functionality within Zoho Creator, and will be incorporated within the new Zia Help Assistant.
There may be certain cases that can be better conveyed to our support team via a video rather than other options. Instead of writing it all out, you can just record your screen, replicate the issue, and send the video to us without breaking a sweat.
What it means for you
The tool doesn't stop at just letting you record your screen. It comes with an easy video editor which provides quick provisions to further describe your issues, like adding annotations, augmenting a recording with voice overlays, and much more. Most importantly, for privacy purposes, you can trim the video or blur out sensitive portions of the recording to hide important data (like email addresses, etc).
What it means for us
Apart from providing visuals to our support team, this tool is powerful enough to collect, upon you granting consent, relevant data—like client-side and server-side diagnostic metrics, application logs, and network diagnostics—to help us understand the issue better and pinpoint the problem at hand more swiftly.
How does it benefit you?
You can now promptly convey the issue you are facing using Screen Record by Quartz and get accelerated ticket resolution times with no compromise on your privacy, security, or productivity.
Applicable for:
C6
Availability:
US, EU, AU and IN
Release on: 11-May-23
- - - - - - - - - -
Activity-based user filter
Users logging in to their accounts may seem like a trivial everyday occurrence. But keeping track of user login activities enables an organization to monitor behavior exhibited by its users, and helps in performing analysis and bulk actions on users for smoother user management.
Further adding on to the existing filter options (based on application and user status) under Users, we'll be adding a new option, based on
Last login.
How to do it?
Navigate to
Users-> Filter
. Then click on
Last access
and choose the required filter criteria from the dropdown.
How do I benefit?
The filter can help you monitor and audit users based on their login activity in your account, and get actionable information to accelerate the user management process.
Applicable for:
C5, C6
Availability:
All DCs
- - - - - - - - - -
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!
That's all we have for March! We'll be back soon with another set of updates.
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
Damien Cregan
Chapman&Co
Xenios Xenofontos
Sankha MIshra
Sticky Posts
Introducing Zoho Creator's 2025 Release Projection 2
Hello Creators! I'm Prakash, from the Creator product management team, and today I'm delighted to unveil our next set of features as part of Release Projection 2 for 2025. With thoughtful analysis and planning, we've curated powerful new capabilitiesZoho 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. A
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 to install Widget in inventory module
Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?Zoho Social - Feature Request - Reviewer Role
Hi Social Team, I've come across this with a couple of clients, where they need a role which can review and comment on posts but who has no access to create content. This is a kind of reviewer role. They just need to be able to see what content is scheduledZoho Social - Feature Request - Non-US Date Format
Hi Social Team, I have noticed that there is no option to change the date format from US mm/dd/yyyy to others like dd/mm/yyyy. It would be great to see this added as the platform matures. Thanks for considering this feedback.Drop Down Value
Hi, May I know why Zoho Flow treat this drop down as number and not as string. If so, how can I fetch the right value for filtering. This field is from Creator, in Creator upon checking by default it is a string since it's not a lookup field.Zoho CRM's mobile apps: A 2025 Recap
2025 marked a year of steady progress for Zoho CRM's mobile apps. We rolled out several updates and features to improve usability and make everyday CRM work a lot easier to manage. Here’s a look back at some of the key releases from 2025. Android releasesHow to compare a subform lookup field that allows multiple entries when edited
I have a form with a subform with multiple fields. One of the fields is a lookup field that allows a multi select. On edit validation, I want a workflow to execute only when the entries in that subform field has changed. The old. function is not workingZoho → ShipStation Integration – Sales Order–Driven Fulfilment Workflow
Hello All, I’m reaching out to explore the best way to integrate a shipping tool into our inventory which will speed our process up. We are looking to integrate ShipStation into our existing order-to-fulfilment workflow, as we’re keen to standardise onFacebook follower count doesn't match FB Analytics
Hi all, I am wondering if anyone else has issues with follower counts for Facebook not matching FB's native analytics tool. On the Zoho dashboard, it's showing 1,007, but FB shows 1,060. All the other channels match up. Any insights are much appreciated!Unable to mass update a picklist field
Hello, I have the records within our Accounts module divided between two account types: Parent Accounts & Member Accounts. I am attempting to mass update accounts from one picklist value to the other (within other specific criteria in our custom fields)Meta and Facebook data report discrepancy
I have been currently gathering manually facebook follower data thru meta. In zoho marketing plus the social media reporting only allows for page likes, and so there is a discrepancy with the data. please the difference in files attached. Is there wayBusiness Day Logic Update: More Accurate Scheduling for Your Workflows
Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictableDevelop and publish a Zoho Recruit extension on the marketplace
Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.Unlocking New Levels: Zoho Payroll's Journey in 2025
Every year brings its own set of challenges and opportunities to rethink how payroll works across regulations and teams. In 2025, Zoho Payroll continued to evolve with one clear focus: giving businesses more flexibility, clarity, and control as they grow.Can I export all attachments from Zoho CRM?
Can I export all attachments from Zoho CRM?Please can the open tasks be shown in each customer account at the top.
Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this featureWhat's new in Zoho Sheet: Simplify data entry and collaboration
Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementallyDisplaying only unread tickets in ticket view
Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter thatCommunity Digest — Noviembre y Diciembre 2025
¡Hola, Comunidad de Zoho en Español! Cerramos el año de la mejor forma con nuestro último Community Digest de 2025, donde podrás encontrar las últimas novedades de nuestros productos. ¿Todo listo para empezar 2026 con el mejor pie? ¡Vamos a ello! ZohoPassing the CRM
Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine whenZoho Projects Plus’ 2025- the year we launched
We’ve been building project management tools for the past 19 years, and a question we often hear is: Different teams in our organization prefer different project management methods; while the development team prefers agile, the marketing and sales teamsWhy can't we change the Account type from an Expense to an Asset?
Like the question. Why in QuickBooks for example if I mistakenly created an account as an expenses and I already captured information in those accounts, I can just change the account type from expense to assetMove email between inboxes?
Is it possible to move emails from one team inbox to another? We would like to be able to have a single "catch-all" inbox for incoming requests, and then move the email to the appropriate department inbox. I was hoping we would be able to accomplish thisZoho Books emails suddenly going to Spam since 11 Nov 2025 (Gmail + now Outlook) — anyone else?
Hi everyone, We migrated to Zoho Books in July 2025 and everything worked fine until 11 Nov 2025. Since then, Zoho Books system emails are landing in customers’ Spam (first Gmail, and now we’re seeing Outlook/Office 365 also starting to spam them). ImpactedDefault Tagging on API-generated Transactions
If one assigns tags to an Item or Customer, those tags get auto-populated in each line item of an Invoice or Sales Order when one creates those documents. However, if one creates the Sales Order or Invoice via the API (either directly coding or usingHow do you print a refund check to customer?
Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.Data Import | Zoho Analytics Custom Query Window Size
Please increase the window size for the Custom Query Data Import. It's impossible to work with such a small query window.Company Multiple Branch/ Location Accounting
Hi All, anyone know whether company can maintain their multiple Branch Accounting in Zoho Books. It will be chart of Accounts & Master Data will be same but different report available as per per Branch. Thanks & regards, Vivek +91 9766906737Zoho Books Invoices Templates
It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.). If you have a sender and receiver address inZoho Tracking Image location
So we've been having an issue with tracking email opens. Specifically in Gmail. Our emails are not that long either, maybe 4 sections of image/250 characters of text/button per section. But all my test accounts I used via Gmail we're showing opens. But then come to find out the tracking image is at the very bottom of the email. So If the message is clipped (It always just clips our social icons on the bottom) and the user doesn't click the show more button it never tracks the open. Looking at otherSupport for Developing Zoho Recruit Extensions via Zoho Sigma
Hi, I’m interested in building an extension for Zoho Recruit using Zoho Sigma. However, when I navigate to Sigma and attempt to create a new extension (via the "New Extension" option), Zoho Recruit does not appear as a listed service—only options likeEmail Administrators! Join our tips & troubleshooting series
Greetings to all the admins out there! This announcement is exclusively for you. As we step into the New Year, we’re excited to start a dedicated series of admin-specific tips curated to support you. These posts will help you overcome everyday challengesNotes badge as a quick action in the list view
Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associatedDeprecation of the Zoho OAuth connector
Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connectorPersonalize your booking pages with Custom CSS
Greetings from the Zoho Bookings team! We’re introducing Custom CSS for Zoho Bookings, designed to give you complete control over the look and feel of your booking pages. With this new feature, you can upload your own CSS file to customize colors, fonts,Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics
Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. LearnNo OR Filter for Views with a Related Modules Criteria
We would like to create a Deal View where the User can see all their deals. For that, we would need an OR to connect the criteria. One of the Fields is a "multiselect User", these (Related Modules Criteria) can only be Filter with an AND. Even betweenCreating a Chart from a Report
In Zoho Analytics, is it possible to create a chart from a Pivot View report? We are looking to use Zoho Analytics to replace Excel for Sales reports and would like to be able to show both the table and the chart together.Import Function: ONLY update empty fields
When setting up an import from a spreadsheet to CRM, there is a checkbox "Don't update empty values for existing contacts" (see screenshot below). While I see some limited benefit from this functionality, I think there should also be an "ONLY update emptySales IQ Chat Widget is Only Displaying Last Name
Can anyone suggest why the widget is only displaying "last name"?! We have the latest version of the wordpress plugin installed. Thanks Thanks!Free Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures
Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. JoinNext Page