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
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Meghaa Pradyumnan
Damien Cregan
WORK WORKAPP
Jorge Ortiz Maldonado
Cody
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 continueZoho 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 newUpcoming 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. AIntroducing 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
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Employees not Users
Hello, We are a construction company that has +180 employees and most of them are in remote location working onsite with no access to internet. Is it possible that we have data stored for all employees but have only 5-10 users who will be in charge of entering employees data? or do we have to pay for all +180 employees? even though they won't be using the system?Zoho people generatimg pdf
Hello , now i want to make a customm button in zoho people that is inside a deduction module , that fetches all the records and generate a pdf with a template that i have done in the mail merges template , i was told that i have to upload template onAbility to Filter Alias Mailboxes in Zoho Recruit
Dear Zoho Recruit Team, I hope you are doing well. We would like to request a feature enhancement regarding the handling of alias mailboxes in Zoho Recruit. Currently, when we connect an alias mailbox (e.g., jobs@domain.com) from our Zoho One accountzohorecruit.com career form postcode bug
Dear, When I select a postcode from the drop down on a zohorecruit.com career form, the street text field is automatically filled with the name of the city, which should not happen. Any idea how I can fix this? Thanks, BartOffice-365-agenda and Microsoft Teams Integration
Dear, I have a trial version of Zoho Recruit and trying to evaluate the Microsoft Teams Integration in Zoho Recruit. After registering with my Office 365 account and checking the result of the registration/sign-in at https://mysignins.microsoft.com/ (whichDelegate Access - Mobile iOS/iPad
We’re over the moon that delegate access is now available in Zoho Mail as we were nearly ready to switch platforms because of it! Is there a timeline on when delegate mailboxes will be accessible from the iOS and iPad OS applications? Thanks, JakeHow to add Connector in developer platform zoho?
Hi, I am working on creating an Extension, and part of the development is to retrieve Email templates. In my CRM instance I can invokeURL by creating Zoho OAuth connection and get the template. But developer platform does not provide Zoho OAuth or anyHow to archive Lost/Junk Leads so sales reps don’t see them, but keep them for reporting?
Hi everyone, In our Zoho CRM we have two Lead Status values: Lost Lead and Junk Lead. What I want to achieve is: When a lead is marked as Lost or Junk, it should disappear from my sales reps’ Lead views (so they only see active leads). At the same time,Zoho CRM Canvas Copy Original Layout
Hello all, I want to use Canvas to make small changes to certain views, not to make huge changes. Is it possible to copy the original Zoho layout and set-up and start from there? I checked and all I can find are some templates which are far from the originalIs there a way to request a password?
We add customers info into the vaults and I wanted to see if we could do some sort of "file request" like how dropbox offers with files. It would be awesome if a customer could go to a link and input a "title, username, password, url" all securely and it then shows up in our team vault or something. Not sure if that is safe, but it's the best I can think of to be semi scalable and obviously better than sending emails. I am open to another idea, just thought this would be a great feature. Thanks,Revenue Management: #5 Revenue Recognition in SaaS
If you're building or running a SaaS business, you've probably encountered this. You get paid upfront for a subscription and a one-time onboarding fee, but you end up with confusion about when to consider it revenue. Can I book all of it now? Should IMS Teams for daily call operations
Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionalityZoho Learn Course Access Issue
One of the learners in a specific course can't see any lessons. They are registered as both a user and learner for this course in Zoo Learn. What could be the reason?ZOHOLICS Japan 2025 開催のお知らせ（再投稿）
【コミュニティユーザーの皆さまへお知らせ】 Zoho 最大のユーザーイベント「ZOHOLICS Japan 2025」を9月19日（金）に開催します。 AI活用に関する特別講演、ユーザー事例、Zoho 製品の活用例のご紹介など、Zoholicsならではのセッションをご用意しています。 Zoho コミュニティ開催のMeetupとはまた違った雰囲気のイベントです。 ご都合のつく方はお気軽にご参加ください✨ 詳細はこちら https://events.zoho.jp/zoholics2025#/?affl=forumpost2Phone Number format for Bulk Upload via csv for Zoho Sign
What is the phone number format that we need to use for a bulk recipient upload via csv in zoho sign, should the country code be included for ex if its US should it be +18889007865 ior 18889007865 or without country code 8889007865? the sample csv providedFilter Page Elements By Selectable Date Range
I have created a basic Page that will serve as a client dashboard with elements that will provide simple counts & sums of data in reports. There are no reports or forms added to the page, just elements. It currently functions as needed, but shows theCan’t Enter my Notebook is Locked
I’ve been using Notebook for taking notes at my college for a month and I never signed in and I never established a password. Today I tried to enter the app after the update and it asked me for a password. I need to access to my notes urgently and I can’tSend Email Directly to Channel
Hi, We are coming from Slack. In Slack each channel has a unique Email address that you can send emails too. I currently forward a specific type of email from my Gmail InBox directly do this channel for Verification Codes so my team doesn't have to askSecure your external sharing process with OTP Authentication
For any business, it's crucial to share files externally in a way that is both secure and controlled. Let's say you want to share confidential data with your partners and vendors. You must ensure that only your intended recipients can access the sharedItems attribute questions
Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on theIs there a way to search mail for items you haven't yet responded to?
I'm trying to create a search to show emails that haven't been responded to and that have also been assigned a tag or label. Is there a way to search for the inverse of replied?Zobot and Sales IQ
What will happen to the Zoho Sales IQ being integrated to the website after creating the Zobot on the website tooSubtotals per Header
Hey, we would like to display subtotals per header in our invoices:upgrade storage
how to upgrade my storageLinking items from books and subscription
Linking books and subscription It is a pity that it is not possible to associate with a product an article present in ZohoBooks This would make it possible to manage products composed of a nomenclature of articles of booksAdd the ability to view number of hours planned for a workorder while in the Dispatch Console
Hi Zoho, When dispatching a work order through the Dispatch Console, there's currently no way to view the number of planned hours for the service tasks associated with that specific work order. Having to click into the details each time to check plannedUploading Files from uploads api
I tried uploading the image from the API call but its giving me unauthorized error even i have given valid token in header. After uploading i need that id to pass in create ticket api uploads but its not uploading that file. Please help me out in thCategorize Items with Item Headers
Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title. Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates. To add an item header: Go to the Estimates, InvoicesURLs being masked despite disabling tracking
Hey, We had disabled click tracking from an email update we are sharing with our users. Despite this, the URL the end user is receiving is masked, and looks like "https://qksyl-cmpzourl.maillist-manage.net/click/1d8e72714515cda6/1d8e72714515ca70" insteadChange format of quantity format
Hi, I would like to change the qunatity format from 1,00 to 1. Is this possible? thanks!square up and Zoho books
Since we set up the app connection between square up and Zoho books we have realised that when the amounts are getting transferred Zoho is adding VAT again making the numbers 20% more than they should be. We have checked our settings and they VAT/ TaxHow to provide Access rights to specific Bank accounts
We have several bank accounts. I want to provide certain members access to only 2-3 accounts. It appears that when I give permissions, they are for ALL bank accounts. How do I do that?Errors Getting a Bank Transaction
Using Postman(for testing), I am receiving errors when attempting to get a single bank transaction. I am able to receive the list of bank transactions with https://www.zohoapis.com/books/v3/banktransactions/?organization_id={org_id} but when I try toSubscriptions Plans and CRM Products Integration?
Is there any way to set up plans and pricing in Zoho Subscriptions and have those available as Products in the CRM? We are trying to set up the CRM and the Products seem to be more geared toward selling products that are not subscription based. So if we sell annual or monthly contracts which are $10/seat/month, I can set this up as a plan in Subscriptions, but how can I set the same thing up in the CRM for the salespeople to sell/quote? What is the best practice for setting up the CRM Products toMapping Zoho Subscription Plans and Products to CRM and Books
We have products that are one time products and subscription products. 1) We would like to have the ability to create an opportunity in CRM that includes both one-time charge products and subscription products. Currently the only way of creating a subscription product is by defining a "Product->Plan" hierarchy in Zoho Subscription. It appears that the only SYNC between Subscription and CRM is around contacts and the Product->Plan hierarchy doesn't sync to CRM, thus, you would need a duplicateZoho People Attendance Module - Split Shifts
Hello, Our business employs a number of college students who often split their workdays between work hours and class schedules, resulting in split shifts. For example: Employee 1 works 9am to 11:30am and then leaves for class, returning to work at 3pmBulk update fields based on date
Hi! I need all the quotes with "Quote Stage" set to "Next Year" to update to "Draft" every January 8 (every year). Can you help?Target for a campaign
Hi, Hope you can help me. I need to create a report (for a marketing campaign) that combines Deals and Contacts to export all the contacts with closed deals. I can easily do that, what I cannot do is to remove from the target the contacts that have moreZoho Desk + Jira integration - Email notifications and comments posted by administrator instead of real user
Dear All, I set up the integration under my admin account, and now when users leave comments in Jira (to created tickets in Zoho Desk), the email notifications show that the ‘Administrator’ left a comment, not a real user. The same happens in the ticketCelebrating the power of visuals
On World Photography Day, we would like to highlight the power of visuals in customer service. Visuals promote learning and understanding in less time. A photograph can rekindle a memory, convey more than words, and give a fresh perspective. How doesNext Page