Zoho Creator | Upcoming Updates — Sep 2022

Zoho Creator | Upcoming Updates — Sep 2022

Hi all,

Greetings from the Zoho Creator team! We've got some interesting updates for you today—and rest assured, there’s more to come! 

In this post, we'll be going over the upcoming features and improvements for this month. A few of these will be available immediately and the rest are planned for release in the coming weeks:
  • Blueprint 2.0 - Blueprint analytics 
  • Organization branding
  • Add column in report import
  • Display name for page elements
  • Publish report settings
  • Expand/collapse subform icon
  • Form alerts 

Blueprint analytics

Understanding the performance of a blueprint and gaining insights to optimize its efficiency is a key aspect of the business management process. When an organization's processes are being streamlined, it's imperative for management to get insights about the process implementation, in order to further enhance them later.

We'll soon be introducing blueprint analytics (charts) to provide vital information like average time taken per blueprint, average time taken per stage/transition, total number of transition occurrences, and more, based on the usage pattern and interaction of users, to give complete insights into your apps' blueprints. These charts are visible only to the app admin and are available under Data Administration in the Settings tab (for C5) and under Operations (for C6). 

Blueprint charts have nine types that'll give you valuable insights about the blueprint processes. These include:
  • Average blueprint duration 
  • Average stage duration 
  • Average transition duration 
  • Records entered blueprint 
  • Records exited blueprint 
  • Stage impressions
  • Instances of transition blueprint usage
  • Active records distribution
  • Aggregate blueprint analysis
These charts enable comprehensive data correlation and statistical reporting for records associated with the blueprints in your apps.


Organization Branding

Creator enables you to choose from a bunch of app theme layouts, along with various colors that you can pick, to go along with your chosen theme for browser, phone, and tablet modes. Enhancing this, we have some exciting updates in the following areas that'll enable you to better reflect your company image with customized branding details.

Company logo in live mode

Many companies like to brand their identity on all of their endeavors, including in the digital space. So we've extended the option to show the company logo and favicon in your application's live mode. Now, you can display your company logo or the application icon in the live mode of your app, with minimal customization on their subsequent placement. This customization can be done in the application's theme customization section. In mobile and tablet devices, the company logo or application icon will be displayed on the splash screen of the application. 


 App icon customization

From now on, you can customize your application's icon color and its background color to align with your brand palette. 



Custom theme colors

Here's the most anticipated update we have for you today! 

The color scheme of an application not only makes it more attractive but also keeps it distinct from your portfolio of other apps. Apart from existing preset colors, you'll now be able to customize the colors used in your applications. Every custom color added contains secondary colors that enable you to customize colors for certain major UI elements in your application. Created custom colors will be synced across applications, so that you can maintain your brand consistency.  
Note: A maximum of 30 custom colors can be added to your Creator application.


Custom fonts

Font choice plays an important role in the readability and aesthetics of an application and determines the brand perception. Now you can customize your application's font style from a pre-defined list, that's been created to maintain the typography of the application. It will be applied across your app components, and you can also customize them for mobile and tablet devices.


Add column feature in report import

Creator now allows you to add a new column while importing data from your files into the reports in your Creator app. While importing, you might want to add an extra column to the sheet. Instead of aborting the entire import operation to add an extra column to the file, you can just add a column and fill it with appropriate values as you go.
For example, let's consider you're importing a sheet with data about Product Leads with 3 columns (Name, Email, and Phone number) into your Creator report, and you want to add a new column Lead source and auto-populate it with the value "Customer Event". 

You can now click Add column, map the column to the corresponding field of the report, and then choose the values from the dropdown (for a dropdown field) or enter your own value (for other fields, like number, single line, etc.) 


Display name for page elements

Previously, when you created a page with multiple elements, it was unclear as to which element was created for what purpose, unless you opened and analyzed them individually. To overcome this, we'll be introducing display names for all the elements in the Pages component of your Creator app. 

The major purpose of introducing these display names is to identify and differentiate between multiple page elements (especially snippets) of the same type, created for different purposes. These display names will be visible only in the edit mode of your app, in the sub-header of the common builder, along with the other options, like Configure, Title, and Delete



This naming is beneficial for:
  • Application owners who want to create dashboards using numerous page elements, like panel, chart, gauge, and other Creator components, such as embedded forms and reports
  • Developers who mainly work with HTML & ZML snippets to create dynamic and integrated dashboards
Following this update, you'll be able to view the rationale behind the different page elements at a glance. 

Publish report settings 

We've now redefined and regrouped certain controls in regards to customizing your published reports' appearance. This regrouping is done based on where these actions appear. You can now make changes to the appearance of the published report from three sections: General properties, Header, and Footer
  • All single record actions appear under the General Properties section and all the bulk record actions under the Header section. 
  • The Header section now contains an all-inclusive set of controls that cover the entire top section of your report. 
  • You can now control the report title's visibility using the Report Name option under the Header section.
  • Also, you can control the Menu and Actions that are actually a subset of the report header. Here, the controls include individual control for all the functions under the menu, like search, add, filter and bulk actions. Hiding it will disable all options under Header, excluding the Report name.
  • You can also choose to show/hide the Show As (Menu) option.
  

Expand/collapse subform icon 

In cases where you have multiple line items in your subform field, scrolling can become tedious. To resolve this, we'll be introducing options to expand and collapse your subform field rows while adding and editing records. The subform width and height must be greater than the screen width and height, respectively, for the expand icon to be visible. The subform will be brought into focus as a popup window, where you can also scroll horizontally and vertically across the field rows. This ensures better user experience and space management.


Introducing form alerts

When you're filling in a Creator form and close it accidentally without saving, just take a deep breath! We'll now be alerting users for the following actions before form submission:
  • Clicking back
  • Closing tab
  • Closing window


We know you're eager to try out these exciting updates, and we hope that this announcement is helpful in planning your upcoming projects and apps.

We'd also like to thank you once again for your loyalty and continued support! Please don't hesitate to reach out to us at support@zohocreator.com if you have any questions or concerns, or need assistance.

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

                                                                                                            • Invalid URL error when embedded sending url into iframe for my website when using in another region

                                                                                                              Hi team, My site is currently working on integrating your signature feature as part of the system functionality, it's working great but recently there's been a problem like this: After successfully creating the document, i will embed a sending url into
                                                                                                            • 2024 Email Authentication Standards: Elevating Security with Google and Yahoo

                                                                                                              In contemporary email communication, email authentication plays a pivotal role in mitigating email fraud, spam, and phishing attacks. Brace yourself for a new level of security. Starting February 2024, Gmail and Yahoo will be implementing robust email
                                                                                                            • New features released: Data from Picture for Web, Pattern Fill, and Translation in Zoho Sheet!

                                                                                                              Hello Sheet users, In 2024, the Zoho Sheet team focused on research and development to bring new features that add to functionalities like productivity, data management, collaboration, and more. This year, we're all set to roll them out incrementally
                                                                                                            • Kaizen #59 - Creating alerts and custom messages using Client Script

                                                                                                              Hello everyone! We are happy to resume our Zoho CRM Developer Community series - The Kaizen series! Welcome back to the new start of Kaizen! This post is about Client Script and its simple use cases involving ZDK Client functions. What is Client Script?
                                                                                                            • [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
                                                                                                            • Next Page