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





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

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

                                                   
                                                    

                                                  Videos

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

                                                   
                                                    

                                                  Webinar

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

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner




                                                            • Sticky Posts

                                                            • Zoho Creator - 2023 Release Projection 1

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

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

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

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

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


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

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

                                                                                                Zoho CRM コンテンツ






                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Syncing Timesheets between Projects and Desk

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

                                                                                                              Hi Team Good day! I am a commission agent who sell and purchase goods from vendors, while in purchasing invoices I am not able to deduct the expenses such as commission and other expenses on actual amount. Kindly help me to customize the invoice based
                                                                                                            • vendors / customers with 2 different address and gst no

                                                                                                              Why can't we have option for more than one address and depending on the state option for more than 1 GST no. ? We have customers / vendors PAN india with different addresses and GST no. for different states.
                                                                                                            • Error: Invalid Element gst_no, Invalid Element gst_treatment, Invalid Element place_of_contact

                                                                                                              so i am creating a new contact post request and i want add gst infomation when amount is above 50000 and if pass gst info in request body then i get this errors > Error: Invalid Element gst_no, Invalid Element gst_treatment, Invalid Element place_of_contact
                                                                                                            • Add multiple Billing Addresses under one GST number

                                                                                                              My client owns multiple businesses in various locations but they all come under one GST. Is there a way to add multiple billing addresses for the same GST? Managing this by adding multiple Shipping addresses is not an option. The client wants the GST
                                                                                                            • Zoho Mail API - Upload Attachment

                                                                                                              https://www.zoho.com/mail/help/api/post-upload-attachments.html I followed the steps from the API documentation and wrote a backend in JavaScript to send emails. Normal emails are sent without any problems. However, I can’t send emails with attachments.
                                                                                                            • Unable to create custom fields for shipment order

                                                                                                              I'm unable to create custom fields for shipment orders, even though the custom fields are set up correctly. A request to the following endpoint: https://www.zohoapis.com/inventory/v1/settings/preferences/customfields?organization_id=${ZOHO_ORGANIZATION_ID}&entity=shipment_order
                                                                                                            • Kaizen #202 - Answering Your Questions | Testing and Using REST APIs in Widgets

                                                                                                              Hello Developers! Welcome back to a fresh week of Kaizen! Thank you for your active participation in sharing feedback and queries for the 200th milestone. This week, we will look at the following queries related to widget: Widget Testing Using REST API
                                                                                                            • Introducing the 'Send as Email' option on the Zoho Desk iOS mobile app

                                                                                                              Hello everyone! In the latest version(v2.10.2) of the Zoho Desk iOS app, we have brought in support for the 'Send as Email' option while creating a ticket. This feature enables you to reach out to the customers by sending outbound emails. The emails are
                                                                                                            • Zoho Forms Not Loading on Website – DNS Resolution Error

                                                                                                              Dear Zoho Support Team, User ID : 20069458731 We are experiencing an issue with the Zoho Form embedded on our website (https://vitel.com.tr/satis-destek-formu/). The form is not loading, and the following error message appears in the browser: “forms.zohopublic.eu
                                                                                                            • Data backup retention question/

                                                                                                              My zohocrm subscription gives me 2 full data backups per month. I have a scheduled backup configured to run twice a month. I just went to download my backup and i can't find it, it ran about 9 days ago... From what i can tell with google zoho only keeps
                                                                                                            • Basic Apple Watch App

                                                                                                              Sometimes I leave my phone behind. I will get push notifications that tickets are updated etc.. It would be nice to at least view them and do a few basic functions. reassign. public reply. private comment.
                                                                                                            • Look and Feel Uniformity

                                                                                                              Someone needs to go through the mobile app and match the look and feel of the web version. For example, it is global standard to highlight private notes as yellow background hue. Desk does that on web, but not on mobile. Mobile also has an odd blue icon
                                                                                                            • Managing two books in Zoho Books

                                                                                                              is it possible to effectively manage two separate books within Zoho Books? My organization is considering handling accounting for two distinct subsidiaries, and we would like to understand the best way to achieve this within the Zoho Books.
                                                                                                            • Display All Custom Buttons Without Dropdown on Record Page

                                                                                                              In my org's workflow we usually want to do some kind of quick action off of an individual record - i.e. of an individual contact, or individual deal. What we have always found a hindrance is the location of all custom buttons being in the drop down on
                                                                                                            • Zoho Sales Team - Extremely Slow Response Times

                                                                                                              Hi everyone, Has anyone else experienced unusually slow response times from Zoho’s sales team? I sent an email last night, and it’s been nearly 24 hours with no reply. While I understand delays can happen, this seems longer than expected for a sales inquiry.
                                                                                                            • Yodlee Bank Feeds

                                                                                                              I'm well aware of the many bank feed issues out there that haven't been resolved, but I'm looking for information on Rules in relation to bank feeds. U.S based, Bank of America user and prior to Yodlee all of my banking feeds and Rules worked seamlessly.
                                                                                                            • Unable to create custom function

                                                                                                              Unable to create custom function - Please check the screenshot for the details HERE IS THE FUNCTION!! try { // 1. Fetch the details of the approved Bill using its ID billDetails = zoho.books.getRecordById("Bills", organization.get("organization_id"),
                                                                                                            • Need a feature which can validate PAN from Income Tax Portal

                                                                                                              Hello Zoho, We need a feature which can help us validate PAN which is being entered in AR/AP Profiles to check if it is valid and display the name as per Income Tax so as to get rid of incorrect PAN into the systems. Please do the needful Thanks
                                                                                                            • PAN - Aadhar Link Status

                                                                                                              Can Zohobooks also get latest PAN-Aadhar Linking Status from Income Tax Portal ?
                                                                                                            • How do you get a counter signature after a form has been submitted?

                                                                                                              I would like to be able to get a signature on a form that has already been submitted. Is it possible? Currently when I try and get a signature after the form has been submitted i get an error saying "the field no longer available" .
                                                                                                            • Canvas translation

                                                                                                              We want to offer our CRM system to our users in English and Dutch. However, it seems that text in our deal Canvas isn't available for translation through the translation file. The same applies to the field tooltips. They don't appear in the translation
                                                                                                            • Next Page