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

                                                                                                            • [Webinar] Zoho Writer for content creators and publishing houses

                                                                                                              Managing multiple drafts, edits, and client reviews doesn't have to slow you down. Join our upcoming webinar to see how Zoho Writer helps content creators and publishing houses create, edit, and publish seamlessly—all in one place. You'll learn how to:
                                                                                                            • Universal search

                                                                                                              Hi, it would be useful if the search bar was universal-so if you entered a term, it would bring up results from contacts, candidates, clients etc all at the same time (but broken down under the relevant headings)
                                                                                                            • Attachment reminder?

                                                                                                              My team and I often need to attach files to our messages, e.g. an explanatory screenshot or a shipping label. More often that I want to admit I mention the attachment but forget to actually attach it. Some email clients have a check-for-missing-attachments
                                                                                                            • ZIA in Zoho Cliq

                                                                                                              Is It possible to use the ZIA feature from Zoho Analytics in the Zoho Cliq?
                                                                                                            • Automating CRM backup storage?

                                                                                                              Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
                                                                                                            • Multiple upload field CRM

                                                                                                              I desperately need the functionality to add more than one upload field to web to contacts form. How can I do this?
                                                                                                            • Critical Need for Global Search in Zoho FSM

                                                                                                              Hello Zoho FSM Team, We are currently in the process of deciding whether to fully transition to Zoho FSM for managing our field service operations. At present, our team actively uses Zoho Desk (with over 50 users) and Service Fusion, which we are considering
                                                                                                            • Collections Management: # 1 Payment Collection is All About Convenience

                                                                                                              "Sir, can you come tomorrow? My manager wasn't available for the cheque sign-off", the customer said, avoiding eye contact. Ravi forced a polite smile, but inside, he felt a sense of defeat. He had already visited the customer's office twice in the last
                                                                                                            • Can the Product Image on the Quote Template be enlarged

                                                                                                              Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks
                                                                                                            • Audio/video quality issues with Zoho Meeting – Any roadmap for improvement?

                                                                                                              Hi Zoho Team, We’ve been using Zoho Meeting for both internal and external meetings, and unfortunately, the experience has been consistently poor. The video and audio quality are so unreliable that it often renders meetings ineffective—especially with
                                                                                                            • Cash based businesses cannot use the new fixed asset module

                                                                                                              Hello all, If your bookkeeping is reporting in cash, you cannot use the new fixed acid module, as it does all the depreciation bookings accrual and not cash. This is definitive and you can't turn them into a cash booking. They will never appear in your
                                                                                                            • Zoho Learn & Zoho Connect

                                                                                                              Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,
                                                                                                            • Apply Payment Received Amount Zoho Books Invoice

                                                                                                              Hello team here is the sample code How can apply the payment received record over a unpaid zoho books invoice. //......................... paymentID = customer_payment.get("payment_id"); organizationID = organization.get("organization_id"); paymentmaplist
                                                                                                            • Zoho Books Finance Modules Not Accessible in Zoho CRM Mobile App

                                                                                                              We have integrated Zoho CRM with Zoho Books using the Zoho Finance Suite integration. In the CRM web version, we can see the Finance modules (Estimates/Quotes, Invoices, Sales Orders, Items, Payments) and are able to create invoices and quotes directly
                                                                                                            • Making preview pane "stick"

                                                                                                              Hello, Is it possible to fix/dock the preview pane so that it's always there? The modern monitors are all very wide so there's plenty of space horizontally. Having the preview pane disappearing and appearing again when you click on an email message in
                                                                                                            • [Live Webinar] New in Zoho WorkDrive: AI enhancements, Data Loss Prevention, Version Controls, and more

                                                                                                              Hello everyone, We're excited to bring you another round of powerful updates in Zoho WorkDrive! Join us on May 15 for an exclusive live webinar where we’ll unveil the latest features designed to enhance your team’s productivity, collaboration, and data
                                                                                                            • Live webinar: Streamlining legal operations: Leveraging Zoho WorkDrive for law firm success

                                                                                                              Hello everyone, Managing legal documents across departments and jurisdictions can be complex, but it doesn’t have to be. Join us on March 6 for an exclusive webinar where we’ll show you how Zoho WorkDrive empowers legal teams to stay compliant, organized,
                                                                                                            • Live Webinar: Optimizing back-office operations in the manufacturing industry to maximize profitability

                                                                                                              Hello everyone, We’re excited to invite you to our upcoming live webinar on February 6! Discover how Zoho WorkDrive can help manufacturing businesses optimize back-office operations, improve efficiency, and boost profitability. Our product experts will
                                                                                                            • Live webinar: 2024 recap of Zoho WorkDrive

                                                                                                              Hello everyone, We’re excited to invite you to our year-end live webinar! This session will take you through the transformative features and updates we’ve introduced in Zoho WorkDrive this year, helping you streamline document management like never before.
                                                                                                            • Live webinar: Explore WorkDrive's seamless integrations with key Zoho apps

                                                                                                              Hello everyone, We’re excited to invite you to our upcoming live webinar, where we'll delve into the seamless integration of WorkDrive with other key Zoho applications! This is a fantastic opportunity to enhance your productivity and streamline your workflows
                                                                                                            • Live webinar: Getting the most out of WorkDrive in Zoho Workplace

                                                                                                              Hello everyone, We’re excited to invite you to our upcoming live webinar, where we’ll explore how to maximize your use of WorkDrive as part of the Zoho Workplace bundle. This is a fantastic opportunity to elevate your productivity and streamline your
                                                                                                            • Live webinar: Mastering data migration, organization, and team collaboration

                                                                                                              Hello everyone, We’re excited to invite you to our upcoming live webinar! Discover how to seamlessly migrate your data, optimize file organization, and boost team collaboration using Zoho WorkDrive’s powerful features. This is a fantastic opportunity
                                                                                                            • BARCODE PICKLIST

                                                                                                              Hello! Does anyone know how the Picklist module works? I tried scanning the barcode using the UPC and EAN codes I added to the item, but it doesn’t work. Which barcode format does this module use for scanning?
                                                                                                            • Join our live webinar: Explore the WorkDrive TrueSync application!

                                                                                                              Hello everyone, We are thrilled to invite you to a live webinar focused on mastering the WorkDrive TrueSync application. Discover how to seamlessly sync your content between the cloud and your computer, ensuring smooth and efficient file management. Our
                                                                                                            • Zoho Creator customer portal limitation | Zoho One

                                                                                                              I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)
                                                                                                            • Script Editor not an option

                                                                                                              I am trying to apply a script to a sheet and Script Editor is not an option. I don't want to go outside Sheets to do this (like Creator) if it can be done inside Sheets.
                                                                                                            • Envio de mails

                                                                                                              Hola! No puedo enviar mails pero si recibirlos. No se como solucionarlo! Mi dominio es chidobebes.com.ar
                                                                                                            • ERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer

                                                                                                              In my email configuration: The domain's MX Records are pointed to Zoho The domain's SPF Records have been pointed out successfully DKIM is enabled. DMARC Record is pointed for the domain. The domain name is digioorja.in. Still facing the issue of Error:
                                                                                                            • This Operation has been restricted. Please contact support-as@zohocorp.com for further details

                                                                                                              l tried to verify my domain (casalimpaeperfumada.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details.
                                                                                                            • SLOW EMAILS

                                                                                                              Is there an issue with the Zoho server? For two days now I've been having issues with very long buffering. Please advise. Thank you.
                                                                                                            • POP3 authentication error - SOLVED

                                                                                                              Just in case others are as forgetful as me ... As Zoho has changed the POP server for personal and free organisational users, I needed to change the POP server on my email client. This failed persistently but eventually I remembered that I had chosen
                                                                                                            • Solution to Import PST File into Office 365.

                                                                                                              MailsDaddy OST to Office 365 Migration Tool is an outstanding solution to recover OST files and migrate them into Office 365 without any hassle. Using this software users can multiple OST files into Office 365 with complete data security. It offers users
                                                                                                            • Add Zoho One Groups/Departments to Shared Mailbox Access

                                                                                                              Hi, I hope you're doing well. Currently, in Zoho Mail, I can manually add specific users or the entire organization to a shared mailbox. However, there is no option to add Zoho One groups or departments. Feature Request: We would like the ability to assign
                                                                                                            • Allow Filters with Only Special Characters in Zoho Mail

                                                                                                              Hi Zoho Mail Team, I hope you're doing well. We have noticed that currently, Zoho Mail does not allow creating filter criteria using only special characters, such as = or #. However, there are scenarios where such a filter is necessary. For example: Filtering
                                                                                                            • How to save email as PDF?

                                                                                                              I saw 2 previous threads about this. One is from 14 years ago. The other was closed as "answered" a year ago but the feature was never implemented: https://help.zoho.com/portal/en/community/topic/how-to-download-save-emails-as-pdf Is the "save as PDF"
                                                                                                            • Flexible plans

                                                                                                              Hi, I have a Workplace Standard subscription. On Zoho's website, it mentions that with the annual plan it's possible to have multiple plans under the same organization—for example, Workplace Standard and Mail Lite. However, I can’t find a way to do this
                                                                                                            • Weekly Tips : Teamwork made easy with Multiple Assignees

                                                                                                              Let's say you are working on a big project where different parts of a single task need attention from several people at the same time—like reviewing a proposal that requires input from sales, legal, and finance teams. Instead of sending separate reminders
                                                                                                            • Cannot give public access to Html Snippet in Zoho Creator Page

                                                                                                              Hi, I created a form in Zoho Creator and published it. The permalink works but I want to override the css of the form. (style based URL parameters is not good enough) So I created a page and added an Html snippet. I can now override the css, which is
                                                                                                            • Weekly Tips : Customize your Compose for a smoother workflow

                                                                                                              You are someone who sends a lot of emails, but half the sections in the composer just get in your way — like fields you never use or sections that clutter the space. You find yourself always hunting for the same few formatting tools, and the layout just
                                                                                                            • Accounting on the Go Series-43:Enhancing Your Reporting Efficiency with Dashboard Filter State Retention

                                                                                                              Hello everyone! Welcome back to our series on Zoho Books mobile app features. Today, we will talk about a feature that yet again helps you focus on work that really matters-Dashboard Filter State Retention. Imagine you're working on your Zoho Books dashboard,
                                                                                                            • Next Page