Zoho Creator Upcoming Updates — March 2024

Zoho Creator Upcoming Updates — March 2024

Hello all!

Zoho Creator remains committed to enhancing your productivity and efficiency, and this month's update reflects that dedication. Here are the improvements coming your way this month!
  • Voluminous data processing using batch workflows
  • Importing Figma designs as widgets
  • Device type Deluge variable
  • Screen Record by Quartz on mobile
  • Image rendering enhancements
- - - - - - - - - -

Voluminous data processing using batch workflows

We're excited to announce the launch of Batch Workflows, a powerful feature to help process large sets of data by splitting them into batches and processing them at off-peak hours, ensuring that the performance of other workflows remains unaffected.
 
Use case
Consider an organization that issues credit cards. They can use batch workflows to generate and send statements on the 1st of every month. Further, they can utilize variables for dynamic calculations, like total bill amounts. Upon successful execution, the monthly statements can then be sent via email.
 
How will it work?
Once the feature has been rolled out, you'll see a Batch Workflows option under the Workflows section.
  1. When creating a new batch workflow, you can choose the form which it should be based on and the event when it should be triggered. It can either be on a specific date and time or upon successful import.
  2. Next, under the Execution Configuration section, you write a Deluge script that is executed for each batch block. You can also choose to split the bulk records into smaller batches of 10, 50, 100, 500, and 1,000 (default).
  3. Then, you'll be shown the Before and After section, where you can specify the actions to be triggered before and after the execution of the above Deluge script.


The batch workflow processes tasks in batches during off-peak hours, such as at the end of the day or overnight, optimizing computing resource utilization. The progress of the workflow can be tracked in the Logs section under Application Settings.
 
Business value
Batch workflows streamline repetitive jobs, automate tasks, and enhance operational efficiency, resulting in increased productivity for your organization.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 15-Apr-24
Reference: Understand Batch Workflows
 
- - - - - - - - - -

Importing Figma designs as widgets

We'll be taking our widgets to the next level by bringing significant enhancements, allowing you to harness the power of Figma to create more visually appealing widgets. As of now, you can only create widgets by providing a .zip file containing HTML. However, in an upcoming update, you'll have the option to import directly from Figma by providing the Figma frame link and Figma access token.
 
Additionally, in order to make the widgets interactive, we've also introduced a range of syntaxes, like text elements, rating fields, range sliders, tabs, and more. These can used while designing your widgets in Figma. For example, the syntax "zc_input?linkname=<fieldlinkname>" can be used to render the text element as an input box.
 
For more information, visit our Zoho Creator - Widgets Kit help doc.
 
How does it work?
  1. While creating a widget you'll see a new option: Import from Figma.

  2. Then just provide the required information about your Figma design. 

 
Business value
This empowers you to unleash your creativity by leveraging Figma to build attractive and engaging designs and then seamlessly import them as widgets.
 
Applicable for: C5, C6
Availability: All DCs
Reference: Create a widget from Figma
 
- - - - - - - - - -

Screen Record by Quartz on mobile

Screen Record powered by Quartz is a feature that facilitates screen recording of issues and communication with our support team. With help from the detailed diagnostics it provides, our support team has been able to effectively reduce overall ticket turnaround time. We're delighted to announce that we'll also be rolling out the Screen Record feature to our iOS and Android apps too!
 
How will it work?
We plan on introducing a new section called Support under the Settings pane of the mobile apps, with two options: Support & Feedback and Screen Record.

 
From there, the process is nearly the same as for the web version. You can record the issue, add annotations, mask sensitive information, and much more.
 
Business value
Building on the success of Screen Record in enhancing the support experience on the web, we aim to achieve the same with our mobile apps too.
 
Applicable for: iOS and Android
Availability: All DCs
 
- - - - - - - - - -

Device type Deluge variable

We'll be introducing a new device type Deluge variable, capable of detecting device types—be it mobile, tablet, or website. Based on the value returned by this variable, you can customize Creator for different devices and open up numerous opportunities, specifically ZML page design and report criteria adjustments. For example, you'll be able to hide specific fields on mobile or tablet devices, to prevent UI breakage from lengthy fields.
 
Syntax
info zoho.device.type; //returns  'web' or 'phone' or 'tablet'

Use case
Consider a customer support application built on Creator. Leveraging the device type variable, the system can identify the user's access device—be it a web browser, mobile phone, or tablet. For example, for users accessing the app via a web browser, notifications can be directed through email, while those using mobile or tablet devices can receive notifications via SMS.
 
Business value
This Deluge function offers you the flexibility to further customize Creator for different device types, tailoring its functionality to cater to each specific device.
 
Applicable for: C5,C6
Availability: All DCs
Released on: 22-Apr-24
Reference: System Variables
 
- - - - - - - - - -

Image rendering enhancements

We'll soon be coming out with backend enhancements aimed at refining the rendering of uploaded images. Currently, image compression takes place synchronously during uploads. However, we're transitioning this process to an asynchronous method to bolster performance and efficiency.
 
Who does it benefit?
This enhancement will be highly useful for users who access different qualities of uploaded images via Deluge script.
 
Advantages
  • More supported formats: Deluge URLs will now offer three different quality options (low, medium, and download qualities) for additional image formats, such as tif, tiff, bmp, psd, webp, heic, gif, and svg, along with the currently supported jpeg and png formats. 
  • Improved image previews: Users can now access different quality levels for images uploaded via web, as well as via APIs and mobile apps. The image previews will also be noticeably better, and this reduces report loading time.
  • Faster uploads: The transition to asynchronous compression facilitates faster image uploads, ensuring swift execution of the Add Record action.
Note:
  • These compressed copies are different from the Image Compression property, in which the original file will be compressed. Learn more
  • Due to this switch to asynchronous workflows, the compressed quality images will be accessed only upon the completion of the process. Till then, images available from on-success scripts will return in original quality.
Business value
These enhancements bring you improved format support, enhanced image previews, and faster uploads, with the aim of providing you with a smoother experience while working with Creator.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 28-Mar-24
Reference: Understand image field
 
- - - - - - - - - -
 
That wraps up this month's updates. Don't forget to subscribe to our Release Notes to receive email notifications when these features are rolled out—and feel free to share your thoughts on these updates in the comments section below.
 
Regards,
The Zoho Creator Team

    Access your files securely from anywhere







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

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

                                                   
                                                    

                                                  Videos

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

                                                   
                                                    

                                                  Webinar

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

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner




                                                            • Sticky Posts

                                                            • Zoho Creator - 2023 Release Projection 1

                                                              Hello everyone! A very Happy New Year to you and your family. Hope you're all good and having a great time using Zoho Creator to make your lives easier and your businesses prosper. 2022 was an action-packed year for us at Creator, and we hope to continue
                                                            • Zoho Creator User Group meetups in a city near you! - Oct - Nov, 2023

                                                              Greetings from the Zoho Creator team! We're hosting a series of Zoho Creator meetups in various cities across the globe, and we'd love to meet you there! Our meetups are a great opportunity to network with industry peers, exchange ideas and best practices,
                                                            • Zoho Creator - 2023 Release Projection 2

                                                              Hello everyone! Time truly flies when you're having an incredible journey, and today we mark the completion of an eventful and action-packed six months. It feels like just yesterday when we embarked on this adventure together with the launch of our new
                                                            • Upcoming Updates - August 2022

                                                              Hi all, Greetings from the Zoho Creator team! Today we've got news for you on some exciting updates. And rest assured— there’s more to come! In this post, we'll be going over the upcoming features and improvements for this month as mentioned below. A
                                                            • Introducing Zoho Creator's v2 APIs

                                                              Hello App Creators, Welcome to Zoho Creator's v2 APIs! This post will serve as the central point for migrating implementations of Creator's current APIs (v1) to v2. Improvements that v2 brings OAuth-based authentication, which is more secure than the


                                                            Manage your brands on social media



                                                                  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

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ






                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Zoho Learning Management System - Certificate Upload by Employees

                                                                                                              We are planning to enroll employees in courses which are hosted by coursera or similar sites. I want to share the links of those courses and also want employees to upload their completion certificate once they are done. Is this function possible in
                                                                                                            • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

                                                                                                              Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site
                                                                                                            • Button or Links order

                                                                                                              Is there a way to re-order the buttons or links that are created?
                                                                                                            • 'Pin' notes, so that specific ones are always visible at the top of the 'notes' tab.

                                                                                                              It doesn't appear Bigin has the functionality to 'pin' a note to then have it always show at the top of the notes tab section of a record. Often times we have a large number of records, but key information we may want to have easily visible to all at
                                                                                                            • Request for Subform Support in Zoho CRM Webforms

                                                                                                              Hi Team, I hope you're doing well. I would like to bring to your attention that currently, Zoho CRM Webforms do not support Subforms, which limits our ability to send forms that mirror the actual structure used within Zoho CRM. This feature is extremely
                                                                                                            • Can we generate APK and IOS app?

                                                                                                              Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app  and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanks 
                                                                                                            • Formatting Mailing Labels

                                                                                                              I want to use the "Print Mailing Labels" function on the drop down list, but I am not seeing a way to change the formatting on the mailing labels. At the moment, the information that appears on the mailing labels ARE NOT mailing addresses, but random
                                                                                                            • Maxima Address on FSM Customer

                                                                                                              Im trying to add probably 50 customers from one company but couldn't make it since it has limit..how do i add the limit?
                                                                                                            • How to Track Inventory Usage from Zoho FSM to Zoho Inventory?

                                                                                                              Hi everyone, We’re currently working on integrating Zoho FSM with Zoho Inventory, and we’ve encountered a challenge we’re hoping the community can help us understand better. Here’s the context: When we create a Work Order in Zoho FSM that involves parts
                                                                                                            • View subform entries without viewing a record in Zoho CRM | Kiosk Studio Session #8

                                                                                                              In a nutshell Have you ever wanted to take a quick peek at a record's subform? Examples might be invoiced items in an invoice, ordered items in a sales order, or purchased items in a purchase order. Let's say you're viewing your list of invoices in Zoho
                                                                                                            • Transforma tu Inventario: Control Inteligente y Funciones Clave en Zoho Inventory (Spanish Webinar)

                                                                                                              ¿Tu empresa necesita mayor trazabilidad y control en almacenes? Conoce cómo gestionar tu inventario con eficiencia y automatización... ¡y descubre las sorpresas que trae Zoho Analytics! Participa en nuestro webinar gratuito en español, este 19 de agosto
                                                                                                            • Dashlane discontinued its free plan: Here's why Zoho Vault's free plan is worth the switch

                                                                                                              Hey everyone, Dashlane password manager has officially announced that its free plan will be discontinued starting September 16, 2025. This change means that current free users will need to either upgrade to a paid subscription or export their data and
                                                                                                            • Mails are not being sent from custom Deluge function

                                                                                                              We are having troubles to implement sending Invoices / Sales_Orders etc. automatically using following deluge script: attachment_template_id = "aaaa"; record_id = "bbbb"; mail_template_id = "cccc"; //NEW aproach fileUrl = "https://www.zohoapis.com/crm/v8/settings/inventory_templates/"
                                                                                                            • Currency transition

                                                                                                              We are using Zoho CRM in Curacao, Dutch Caribbean. Our currency is currently the ANG. Curacao will be transition ing from using the ANG (Antillean Guilder) to using the XCG currency (Caribbean Guilder) on March 31st 2025, see: https://www.mcb-bank.com/caribbean-guilder.
                                                                                                            • Notes and Attachments visibility can now be restricted based on profiles

                                                                                                              Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
                                                                                                            • Zoho webinar--hard for agencies

                                                                                                              So, this is just a dive into our use case, and why we've been disappointed in Zoho webinar. We are a small marketing agency, and we wanted to add webinars to the services we provide, as many of our clients want to learn to use them as part of their content
                                                                                                            • Celebrating Raksha Bandhan with Zoho Desk: A Bond of Trust, Protection, and Service

                                                                                                              Raksha Bandhan, celebrated across India, symbolizes the sacred bond of protection and affection between siblings. “Raksha” means protection, “Bandhan” means bond or knot: together, it represents a knot of care and security. On this occasion, we'd like
                                                                                                            • Banking > Import statements with a csv file

                                                                                                              Good morning, I am regularly using the "import statement" option to match my transactions. I've been using csv files produced by my bank online and was able to import my transactions. Until now. Thank you for your help for fixing this ! Alex.
                                                                                                            • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

                                                                                                              Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 
                                                                                                            • Has anyone successfully added Microsoft Graph API Oauth2 as a connection?

                                                                                                              I'm having trouble getting Microsoft Graph API created as a connection in zoho crm. Has anyone successfully added Microsoft Graph API Oauth2 as a connection? My issue is not necessarily on the Zoho side, but understanding how to set up the Microsoft side
                                                                                                            • Syncing Timesheets between Projects and Desk

                                                                                                              All users able to see their own timelog entries from all apps in one place, synced immediately. All managers able to view total/all time entries from one place. This is something that has come up for us and multiple clients. Example: we have a client
                                                                                                            • Spell Check default language

                                                                                                              Hello All, Is it possible to set the Spell Check default language? I can't find it in the settings. Thanks a lot! Levente
                                                                                                            • Zoho Backstage 3.0 - Boostez vos événements avec des outils malins

                                                                                                              Zoho Backstage vous accompagne dans l’organisation d’événements réussis, avec des outils qui simplifient la planification, optimisent l’exécution et renforcent la connexion avec votre public. La version 2.0 a apporté une nouvelle interface, plus de flexibilité
                                                                                                            • Portal user activity reporting

                                                                                                              Aside from the metrics section in the admin dashboard, is there a way to view/create reports for portal user activity? Im looking for a more granular option to see exactly what users are utilizing the portal. Thanks!
                                                                                                            • Automation #11 - Auto Update Custom Fields with Values from Emails

                                                                                                              This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize
                                                                                                            • Admins to set Agents Picture

                                                                                                              Admins should not have to rely on agents to set a nice profile picture for them. Admins get the headshot pictures from HR and should be able to upload and set their picture, not rely on them to: 1) upload a picture at all 2) upload a good picture 3) upload
                                                                                                            • Time Tracking Reporting and Billing

                                                                                                              I wish for the time tracking module to be enhanced further. Currently it is independent of Support Plans and Contracts. Support Plans and Contracts are also mostly separate. We need a better dashboard of this with the ability to natively mark billed or
                                                                                                            • Enhanced Email Signature Folding

                                                                                                              We have departmental signatures setup which are great, however, when viewing ticket details, it gets very overwhelming when scrolling though threads and conversations where you scroll past ten different signatures of your own team, then ten signatures
                                                                                                            • How to add formatting in zoho.cliq.postToUser(...) message?

                                                                                                              In a CRM Deluge function, I'm trying to use the message formatting guidelines given here: https://www.zoho.com/deluge/help/cliq/posting-to-zoho-cliq.html#message-formats My message is: message: #Title text. The result in Cliq is: #Title text. (no large
                                                                                                            • How to add line breaks in zoho.cliq.postToUser(...) message?

                                                                                                              In a CRM function using Deluge I'm sending this message and attempting to add some line breaks but they are ignored. Is there another way to add these breaks? My message: message: New urgent task\nDescription \nThis is a fake description.\n A new line?
                                                                                                            • Zia Agents/End of Day Reports

                                                                                                              As a manager or owner it would be nice if Zia analyzed today's (or this week's tickets) and gave an end of the day report to management team. - what important tickets were worked on or submitted today? - what agents were unproductive today and answered
                                                                                                            • Project Cost Tracking

                                                                                                              I see there are questions/concerns that Zoho doesn't track costs to a tasks in a project. We are a manufacturer and are in the early stages of tracking costs to project. I would like to expand out the COGS Chart of accounts in Books and record costs via
                                                                                                            • How to record if the payment made is return due to transaction failed.

                                                                                                              So there is Bill of $2000, and a payments made transaction to clear the bill. The amount is actually deducted from bank account. However, a few days later, I found the bank returned only $1750 cause there are $250 bank service charge for this failed transaction.
                                                                                                            • Help Center Customization UI

                                                                                                              The customization screens for the help center needs the UI improved. It looks straight out of 2004. The Zoho Desk normal UI is great. All it takes is uniform fonts and colors across all parts of the tool... I compare this to Zendesk Guide.
                                                                                                            • Este domínio já está associado a esta conta

                                                                                                              Fui fazer meu cadastro na zoho e quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso? Atenciosamente, Anderson Souza.
                                                                                                            • I need some help in Expenses Per Diem Policy

                                                                                                              this is my script written for restricting the PerDiem Components. Say if Lodging and Per Day Allowance both is selected from Per Diem Page then the report should gets auto rejected. When Im trying to executing it says the following error {"code":11,"message":"The
                                                                                                            • Adding Photos to Dashboards on Zoho Analytics

                                                                                                              I am creating a dashboard to showcase data from survey results from focus groups. I am creating a focus group participant profile tab where it is filtered by the name of the participant and showcases information about them using KPI widgets. I am running
                                                                                                            • What is the difference between Retainer invoice and Advance Payments?

                                                                                                              Retainer invoice seem like they are just advance payments with extra details. Instead of creating a Sales Order with order details, a retainer is created. It feels like they are a workaround to link advance payments with sales orders. Is there any advantage
                                                                                                            • Exporting record notes in bulk

                                                                                                              Hi team, Is it possible to bulk export the notes attached to a record? i.e to a CSV file or otherwise. Our use case is exporting all notes for our lead/account/Deal records. We have another system we'd like to import these notes to but I can't seem to
                                                                                                            • Field customization

                                                                                                              Hi Team Good day! I am a commission agent who sell and purchase goods from vendors, while in purchasing invoices I am not able to deduct the expenses such as commission and other expenses on actual amount. Kindly help me to customize the invoice based
                                                                                                            • Next Page