Zoho Creator Upcoming Updates — May 2024

Zoho Creator Upcoming Updates — May 2024

Hello all!

We're back after a brief break with our latest monthly post, packed with exciting new features:
  • During actions in Blueprint
  • Widget configuration
  • Subform column freeze
  • Data types in formula fields
  • Maximum character limits
- - - - - - - - - -

During actions in Blueprint

Adding to the customization options available in blueprints, we'll be introducing a new during section that enables the collection of data from the transition owner when performing transitions. Under this new section, you can choose to either update fields or open a form.

Update fields - This enables you to select specific form fields to display during a transition. You also have the option to skip on-edit workflows while updating these fields.

Open a form - This allows you to specify which form should be opened during the transition. This form opens as a pop-up, and only after successful form submission will the transition be completed.
 

 
Business value 
You'll be able to mandate data that needs to be collected from a transition owner while performing a transition and this data entry can also be used to trigger workflows.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 02-Jul-24
Reference: Understand stages and transitions
 
- - - - - - - - - -

Widget configuration

We're thrilled to announce enhanced customization capabilities for widgets in Zoho Creator. With the all-new widget configuration feature, you can have complete control over customizing the components within a widget, specific to an application.

The latest update allows for configuring widget fields in the manifest.json file during the widget creation process. This means you can define variable fields within the widget to accommodate dynamic values and make use of a single widget across multiple applications.

How will it work?
  1. While creating a widget, you can edit the config section in the manifest.json file to name the fields and specify the component type.
  2. When you add the widget to your page, the Widget Configuration menu will slide in from the right, listing out the configurable fields.
 
Use case
Let's assume you have two software applications, an employee management application and an HR management application. It's essential to maintain records on both application dashboards whenever an employee checks in or out of the organization. To streamline this process, a unified widget can be created, and its fields can be configured dynamically using the manifest.json file.

Business value
Widget configuration opens up a world of possibilities for adding a personalized touch to your applications. In addition to its adaptability to various contexts, this feature fosters reusability, allowing the widget to be utilized across multiple applications.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 11-Jul-24
Reference: Understand Widgets
 
- - - - - - - - - -

Subform column freeze 

We'll be rolling out a new enhancement aimed at improving the editing experience within subforms containing a large number of fields. We understand the horizontal scrolling in these subforms can cause a disorienting experience, leading to a loss of focus.

To address this, we've implemented a solution: column freezing. Now, when editing subforms, the first one or two columns will automatically freeze depending on the view port, providing a stable reference point as you navigate through the remaining fields. Typically, the first two fields will be easily identifiable ones, like name and email, and therefore serve as suitable references.

Going forward, this new behavior will become the default setting and be automatically applied to all users.

See how it works

 
Note: This new behavior will be applicable only for forms, embedded forms, and published forms. It won't be available in PWAs or on mobile.
 
Business value 
This behavior change will result in smoother data entry processes, minimized errors, and improved productivity.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 12-Jul-24
Reference: Understand popup subform
 
- - - - - - - - - -

Data types in formula fields

Our formula field is a powerful feature that allows you to automatically generate a value for each record in your form, based on a predefined expression. Now, we're launching a new field type property with two options: single line (supports up to 255 characters) and multi line (supports more than 255 characters).

Going forward, the single line data type will be the default option for newly created formula fields after the rollout. Existing fields will be assigned the multi line option. However, if you switch an existing field to the single line option, only the first 255 characters will be saved.

Note: The new changes will not affect the current behavior of existing formula fields unless their 'field type' property is changed. Henceforth, any newly created formula field with the multi line data type will come with certain limitations, such as that it cannot be searched or used in pages. Therefore, if you need to use the formula field in these instances, we recommend using the single line field.

Where can I find it?
Once the rollout is complete, you'll find the data type option under the field properties of the formula field.


Business value 
The new updates enhance functionality by making it easier to handle and display data, particularly for larger values, expanding the range of use cases.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 02-Jul-24
Reference: Understand formula field
 
- - - - - - - - - - 

Maximum character limits in fields 

Zoho Creator supports a wide range of fields, each designed to collect a specific type of data. While many of these fields come with maximum limits, such as the 255 character limit for the single line field, others, like the rich text field, have no maximum limits.
In our ongoing efforts to standardize character limits and optimize backend performance, we're introducing limits on fields that were previously unrestricted. Going forward, these fields will support up to 64KB(i.e 65,535 characters).

The new limit will be applicable for the Rich Text and Multi line fields.

These limits are scheduled to be implemented by mid-June 2024. We understand that this change may be significant for you, so we're providing ample time for adjustment to the new limit. We request that you update your fields accordingly, to prevent any errors.

Following the rollout, exceeding the maximum limit will result in an error, and you won't be able to proceed with the form submission. Please be aware that this adjustment will also impact rich text automation conducted using the Creator API.
 
Applicable for: C5, C6
Availability: All DCs
 
- - - - - - - - - -
 
And that wraps up this month's updates! If you'd like to receive email notifications when these features are rolled out, just subscribe to our Release Notes page. Please feel free to share your thoughts on these updates in the comment section below.
 
Regards,
The Zoho Creator Team

    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • 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 capabilities
                                                            • 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


                                                            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

                                                                                              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

                                                                                                              • How do I bulk archive my projects in ZOHO projects

                                                                                                                Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil
                                                                                                              • Error 0x800CCC0F Outlook

                                                                                                                Hello, i cannot send or receive email in outlook. can you please help. 'Sending' reported error (0x800CCC0F) : 'The connection to the server was interrupted. If this problem continues, contact your server administrator or Internet service provider (ISP).'
                                                                                                              • Passing 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 when
                                                                                                              • Can I add Conditional merge tags on my Templates?

                                                                                                                Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
                                                                                                              • Zoho vault instal on windows

                                                                                                                I am trying to use Zoho Vault Desktop for Windows, but I am unable to complete the sign-in process. Problem description After logging in to my Zoho account and clicking Accept on the authorization page, nothing happens. The application does not proceed
                                                                                                              • How can I add a comment to an existing ticket via API?

                                                                                                                I need to add comments/notes to the history of an existing ticket using the API without overwriting the original ticket description. Thanks!
                                                                                                              • Zoho Browser??

                                                                                                                hai guys, this sounds awkward but can v get a ZOHO BROWSER same as zoho writer, etc. where i can browse websites @ home and continue browsing the same websites @ my office, as v have the option in Firefox, once i save and close the browser and again when i open it i will be getting the same sites. If u people r not clear with my explanation, plz let me know. Thanks, Sandeep  
                                                                                                              • 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 scheduled
                                                                                                              • Let’s Talk Recruit: LinkedIn Cheatsheet

                                                                                                                Welcome to the first edition of Let’s Talk Recruit for 2026. We are kicking off the year by revisiting one of the most asked about topics in Zoho Recruit. How our LinkedIn integrations actually work and how recruiters can get the most value from them.
                                                                                                              • Ticket layout based on field or contact

                                                                                                                Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup
                                                                                                              • Zoho Forms API

                                                                                                                Is there any way to get all form entry list using API? Looking forward to hear from you
                                                                                                              • Creating 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.
                                                                                                              • Ability to Set Client Name During Portal Invitation

                                                                                                                Hi Zoho Team, We would like to suggest an important enhancement to the Zoho Creator Client Portal functionality. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for creating
                                                                                                              • Move 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 this
                                                                                                              • PDF Attachment Option for Service Reports

                                                                                                                Hello Team, I would like to check with you all if there is an option to attach PDF documents to the service reports. When I try to attach a file, the system only allows the following formats: JPEG, JPG, and PNG. Could you please confirm whether PDF attachments
                                                                                                              • 【Zoho CRM】データ一覧画面でのメモのバッジ機能リリースのお知らせ

                                                                                                                ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。2026年度もゾーホーユーザーコミュニティをどうぞよろしくお願いいたします! 今回は「Zoho CRM アップデート情報」の中から、新機能のデータ一覧画面でのメモのバッジ機能をご紹介します。 目次 概要 メモのバッジ機能について メモの作成について メモに関する様々な処理について 最近追加したメモについて メモのバッジの非表示について クライアントスクリプトの対応 概要  メモのバッジ機能について 既存の活動バッジに加えて、すべてのタブのデータ一覧表示画面に、各データごとに利用できる「メモのバッジ」(キャプチャ内の赤枠部分)が新たに導入されました。
                                                                                                              • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

                                                                                                                Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
                                                                                                              • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

                                                                                                                so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
                                                                                                              • Can’t find fsm in zoho one

                                                                                                                Every other app is available to me in Zoho one except fsm
                                                                                                              • Posibility to add Emoticons on the Email Subject of Templates

                                                                                                                Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also show
                                                                                                              • Task Deletion Restriction & Strict Stage Control

                                                                                                                Hello Zoho Community, We have the following two issues currently pending and under testing, for which we require a workable and reliable solution: 1. Task Deletion Restriction We are testing ways to ensure that staff users are not able to delete tasks
                                                                                                              • 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)
                                                                                                              • Process checklist in CRM

                                                                                                                Hi We've created a new sales process that I'm mapping into the CRM - issue I have is that some of the tasks / milestones I would like to capture require very simple tick box responses but there are quite a few under a variety of sub categories so I don't
                                                                                                              • CRM project association via deluge

                                                                                                                I have created a workflow in my Zoho CRM for closing a deal. Part of this workflow leverages a deluge script to create a project for our delivery team. Creating the project works great however, after or during the project creation, I would like to associate
                                                                                                              • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

                                                                                                                Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions
                                                                                                              • Holidays - Cannot Enter Two Holidays on Same Day

                                                                                                                I have a fairly common setup, where part-time employees receive 1/2 day's pay on a holiday and full-time employees receive a full day's pay. Historically, I've been able to accommodate this by entering two separate holidays, one that covers full-time
                                                                                                              • Where is the settings option in zoho writer?

                                                                                                                hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards
                                                                                                              • File emails in Shared email folder

                                                                                                                Hi, I am unable to allow users to collaborate in Shared email folders: User 1 shares a folder let's say "SharedTopic" with full permissions Users 2 and 3 can see this folder but are unable to add emails to this folder or search in this folder. For example,
                                                                                                              • No funcionan correctamente el calculo de las horas laborales para informe de tickets

                                                                                                                Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de
                                                                                                              • How create a draft via workflow?

                                                                                                                I wish to create a workflow rule for specific emails that creates a draft response - not an automatic email reply, but just a draft with a set response ready to be verified by an agent who can then manually select recipients. Alternatively, the workflow
                                                                                                              • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

                                                                                                                Hi Team, when I,m trying to create a email account (imagixmidia.com.br) it's showing this error >>  This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details plz help me  thanks
                                                                                                              • How to manage task lists in Zoho Desk?

                                                                                                                Hello, I use Zoho Desk for IT customer support. I have a list of standard operating procedures (SOPs), including SOPs for onboarding new users, offboarding users, losing a device, etc. These are lists of tasks to be performed depending on the situation.
                                                                                                              • Zoho → 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 on
                                                                                                              • Business 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 predictable
                                                                                                              • Convert Lead Automation Trigger

                                                                                                                Currently, there is only a convert lead action available in workflow rules and blueprints. Also, there is a Convert Lead button available but it doesn't trigger any automations. Once the lead is converted to a Contact/Account the dataset that can be fetched
                                                                                                              • Default 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 using
                                                                                                              • User

                                                                                                                If user is already part of manage engine endpoint central , what hapens when i try to add them to another Zoho org / directory? Are these users added as external users?
                                                                                                              • Adding a new section to the related details sidebar when creating a new ticket.

                                                                                                                Hello, I was wondering if you can add a new section to the related details sidebar when creating a new ticket. I was wanting to have it to where it also shows the account information related to the contact chosen as well. This is the section I am referring
                                                                                                              • Displaying 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 that
                                                                                                              • How 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 working
                                                                                                              • Next Page