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




                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day



                                          Zoho Marketing Automation
                                                  • 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 DataPrep 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

                                                                                                  • "notes"-field in a task to full width?

                                                                                                    Hi, Is there someone that can tell me how to adjust the "notes"-field in a task, to full width? I already played around with 1 or 2 columns, but this has nu effect on the standard width. Thx in advance for your help. Cheers, Ralph.
                                                                                                  • How to download Job Sheets in Zoho FSM?

                                                                                                    Hello, I'd like to download copies of completed job sheets as PDF's for upload to a workdrive to keep an audit record of completed Job checkout sheets. I do not see download of this file type as an option - any help is appreciated!
                                                                                                  • [Webinar] Zoho Writer for law firms and legal professionals

                                                                                                    Are manual processes slowing down your legal practice? Are you ready to simplify document management and free up more time for your team to focus on what truly matters? Join us on January 16, 2025, for an exclusive Zoho Writer webinar designed specifically
                                                                                                  • Introducing 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 feature
                                                                                                  • How to send mail with js SDK

                                                                                                    Hell o I'm using https://live.zwidgets.com/js-sdk/1.2/ZohoEmbededAppSDK.min.js, for my widget in CRM (built with sigma) Is it possible to send email from js file, I try ti use that ZOHO.CRM.API.sendMail({ "Entity": "Accounts", "RecordID": sharedVariableEntityId,
                                                                                                  • Cannot add Zoho Forms link to LinkedIn

                                                                                                    Hello, We have encountered a problem where we are unable to share a Zoho Forms link on LinkedIn. This is what we got from LinkedIN, but we have not heard back from Zoho Support as yet, and we are meanwhile stuck... "It seems the URL does not scrape the
                                                                                                  • Feature request - pin or flag note

                                                                                                    Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important
                                                                                                  • i keep see there is a connetion issue connecting 3rd party api on zoho when using zia

                                                                                                    hi there , i have set up open ai api to zoho zia (copied and pasted to zoho zia) but I keep getting notificaiton "there is a connetion issue connecting 3rd party api on zoho" when using zia on top when click zia and try to type in word there
                                                                                                  • SendMail in CRM Deluge function rejects a validated email address

                                                                                                    In a CRM Deluge function, the email address is considered invalid. Is there another method by which it can be validated? It's unacceptable in my current situation to use either the zoho.loginuserid or adminuserid as the From address.
                                                                                                  • how do i remove a specific Zoho Service from my account

                                                                                                    I no longer need Zoho CRM, ZRM Assist nor ZRM BugTracker. How do I remove them from the list of apps for my account?
                                                                                                  • Link project tasks to tasks in CRM and/or other modules.

                                                                                                    Hello, I have created and configured a project in Zoho Projects with a set of tasks. I would now like to link these tasks (I imagine according to the ID of each one) to actions in the CRM: meetings, tasks, analytics). The aim is to link project tasks
                                                                                                  • Introducing 'Queries' In Zoho CRM

                                                                                                    Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.
                                                                                                  • Build custom AI solutions with Catalyst’s QuickML capabilities in CRM

                                                                                                    Hello everyone, We’re thrilled to announce an improvement for our Zoho CRM Enterprise users: the ability to create custom AI solutions using Catalyst’s QuickML directly from Zoho CRM. As you may already know, Zia, Zoho CRM’s AI-powered assistant, offers
                                                                                                  • Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

                                                                                                    Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's
                                                                                                  • Pay Contractor Timesheets

                                                                                                    I have contractors that fill out a timesheet. Each hour must be assigned to a current client. I need the easiest way to get the contracts paid. They are paid on an hourly bases. How can this be done?
                                                                                                  • Set up slack alert based on a field changing from one option to any other

                                                                                                    Hi, I'm trying to set-up a workflow to send a slack alert if a field changes from one option to any other. I've set-up a workflow to trigger on Edit and when a specific field gets modified but the only option I have 'is modified to' when really it should
                                                                                                  • Better UI more user friendly

                                                                                                    Hello everyone, I think all finance apps, especially Zoho Books, would benefit from the following suggestions/ notes: 1. Grouping Fields in Zoho Books: Unlike Zoho CRM, Zoho Books does not seem to have an option to create sections or group fields. This
                                                                                                  • Chronicles of 2024: The Year in Retrospect

                                                                                                    As we close out 2024, let’s take a moment to highlight the new features and updates that have enhanced Zoho Invoice in 2024. Among the exciting enhancements, we have launched a new AI-powered chatbot designed to assist you in understanding the app's features
                                                                                                  • Power of Automation :: Automatically archive your inactive Projects

                                                                                                    Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
                                                                                                  • 554 5.1.8 Email Outgoing Blocked

                                                                                                    HELP!!!!! My e-mail marymariya@zoho.com is blocked. Error: 554 5.1.8 Email Outgoing Blocked The third day I am writing to the forum, but zohosupport is not responding. Why? What is the problem? I ask to help solve the problem, because I can not communicate with my customer base.
                                                                                                  • Zoho Inventory: Rewinding 2024

                                                                                                  • Custom Modules Now available for Standard and Professional Editions with Expanded Limits across all editions

                                                                                                    #CRM25Q1 Hello Everyone, We are here with an exciting update to Custom Modules in Zoho CRM. Custom modules will now be available to Standard and Professional Edition users, with expanded support across all editions. The standard modules offered in Zoho
                                                                                                  • Assistance with Custom Attendance Report in Zoho People

                                                                                                    Hi, I created a custom report in Zoho People 5.0 to track employee attendance according to our specific needs, as the existing reports do not include all the required details. However, I’ve noticed that the report doesn’t update continuously or on a daily
                                                                                                  • Zoho analyticsでのタブを跨いだ集計

                                                                                                    Zoho analyticsまたはCRMレポートなどを用いて、 見込み客タブと商談タブで共通するユニークキー(リード管理番号)を軸に、「共通選択リスト」で設定した項目別の集計を行うことは可能でしょうか? ・要望 ①リード管理番号をキーに、見込み客テーブルと商談テーブルを結合したRAWデータを作成したい ②具体的には下記表のように「共通選択リスト」項目(サービス)別のマーケ数値を一表にしたい  ※リード=見込み客タブ 商談・成約=商談タブ      リード数 商談数 成約数 サービスA   10   5   2
                                                                                                  • Key Highlights of 2024: Recalling a Year of Progress and Advancements!

                                                                                                    As we step into 2025, we’re excited to share the progress and developments we’ve made to simplify and streamline your travel and expense management in the past year. Let’s take a look back at some of the key updates and enhancements that have helped us
                                                                                                  • How to refresh the page by widget in related list?

                                                                                                    Hello, ZOHO.CRM.UI.Popup.closeReload method does the thing I need. But in my case, I'm not using popup. I have a widget in related list and I want to refresh the page when I'm done with it. I searched for it but I wasn't able to find it. Is there an any
                                                                                                  • your phone line in the uk doesnt work i need help now

                                                                                                    i need to speak with customer service urgently
                                                                                                  • Top Menu Disappeared from Blog Page

                                                                                                    Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.
                                                                                                  • Missing phone numbers

                                                                                                    yesterday I have noticed that most contacts' phone numbers are missing. At first I thought it is a synchronisation problem with my Android phone but as I have found later, numbers are missing on Zoho. I have tried to reimport contacts from a backup but
                                                                                                  • Customise 404 page in Zoho Sites 2.0

                                                                                                    Is it possible to customise the 404 page in Zoho Sites 2? You use to create a new 404 page and that became the default 404 page, but this does not seem to work anymore? Any pointers/suggestions/support appreciated :)
                                                                                                  • [Important announcement] Zoho Writer will mandate DKIM configuration for automation users

                                                                                                    Hi all, Effective Dec. 31, 2024, configuring DKIM for From addresses will be mandatory to send emails via Zoho Writer. DKIM configuration allows recipient email servers to identify your emails as valid and not spam. Emails sent from domains without DKIM
                                                                                                  • Create workflow rules based on notes

                                                                                                    Last modified on 17/04/2023: Creating Workflow rules based on notes is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. As of April 13, 2023, it is rolled out for al Zoho CRM accounts.
                                                                                                  • Workflow sync between zoho books and zoho inventory

                                                                                                    Hello, While the custom fields, validation rules and even custom buttons are sync'd between zoho books and zoho inventory, the workflow rules do not. Not sure if this is an intentional purpose of zoho team for some good reason or if it's in the development
                                                                                                  • HOW TO USE ZOHO

                                                                                                    IDK
                                                                                                  • Item sales account via api

                                                                                                    Hey everyone, I’m making an invoice using the create invoice endpoint on the api. Is it possible to set a sales account in the line_items attributes?
                                                                                                  • Zoho Please change your ways

                                                                                                    I started using Your new Zoho bookings in earnest 3 days ago. What a mistake.  Once again, everything is backwards and upside down.  I had to spend 5 hours testing how the thing works in order for me to understand how to acutally use it.  When i started using google calendar years ago.  it took seconds to figure out how it works. Why is that. bc they put everything in places where it makes sense.  Today, I needed to add an appointment as well as a time off.  Stupid me i added the time off first,
                                                                                                  • Make a ticket visible in the Community

                                                                                                    Hi there, It is possible to have a conversation with a customer via a ticket and eventually the proposed solution isn't possible yet. Therefore you want to add it as an idea in the Community, available and open to everyone that is in the community, so
                                                                                                  • Zoho email folders gone

                                                                                                    Hi, All my email folders are gone, i cant found any email, except sent. Also before folder rulesas was changed and i didnt fixed them, could you please check it?
                                                                                                  • Pause/Resume Subscrtiption API

                                                                                                    I don't see the option to Pause/Resume a subscription using the API, is it in the pipeline?
                                                                                                  • Update Department on Ticket (with applied Blueprint)

                                                                                                    Hello, Is it possible to update the Department of a ticket which is dictated by a blueprint, e.g. I would like to change departments at different states in the Blueprint. I do not see this is an option in workflow rules or blueprint transition actions,
                                                                                                  • Next Page