Zoho Creator Upcoming Updates - August 2023

Zoho Creator Upcoming Updates - August 2023

Hello all!
 
We're excited to be here again, bringing you the latest updates and enhancements for this month:
  • API v2.1
  • Custom sorting/grouping of records
  • Enhanced navigation in forms
  • QR and barcode scanning for PWAs
- - - - - - - - - -

Now let’s dive into each of this month’s updates:

API v2.1

We'll be releasing a slew of new APIs that are essentially an upgraded and improved version of the existing v2 APIs.
 
Get records and Get records by ID
  • The number of records that can be fetched by the v2.1 API can be 200, 500 or 1000(Default). In comparison, the v2 API can only handle 200.
  • The entire content of records can be fetched using the v2.1 API. In comparison, the v2 API can only fetch the Quick view or detail view.
Add records, Update records, and Delete records
  • These v2.1 APIs records will come with a new attribute that enables you to skip workflows. For example, form and schedule actions will not be executed if this attribute is used.
 
Note: Even after the introduction of the new v2.1 APIs, their corresponding v2 APIs will continue to be available. Both will co-exist and you can just pick the one that works best for you.
 
How do I benefit?
The new v2.1 APIs bring enhanced functionalities, improved performance, and increased flexibility, so you can meet a wide range of business requirements.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 01-Sep-23
Reference: Zoho Creator v2.1 API
 
- - - - - - - - - -

Custom sorting/grouping of records

We'll be reintroducing custom sorting and custom grouping of records, giving you greater control and flexibility over how your data is arranged and displayed in live mode. With this nifty feature, you can simply drag and drop the records as needed to get a specific view of your information based on your sorting/grouping needs.
 
Where to find them
  1. Navigate to the Report Properties in the edit mode of the required report. Then within the Sorting/Grouping section, choose the Custom order option.
  2. Now, switch to the live mode of the report. Then click the Configure custom order button. 
  3. Then in the popup, you can add items the required items for Sorting/Grouping.
How do I benefit?
Custom sorting allows you to decide how your records are displayed, as well as narrow down and access crucial information, resulting in a more efficient data management process.
 
Applicable for: C6
Availability: All DCs
Released on: 03-Oct-23
Reference: Perform Custom Sorting and Grouping in Common Reports
 
- - - - - - - - - -

Enhanced navigation in forms

With the aim of making form filling a breeze, we've come up with two new enhancements for navigation within forms. These are designed keeping in mind the various navigational needs that may arise out of different scenarios.
 
Tab key indexing - This new capability in form field navigation will allow you to change the tab order of form fields, making navigating more efficient and intuitive. The tab order can be configured to be vertical or horizontal . Users can now go forward or right between fields by using the Tab key, and backward or left by using the Shift+Tab combination. Crucially, when utilizing a multi-column layout, form field navigation is determined by the arrangement of fields in the form builder, rather than their appearance in live mode.
 
Four-way navigation - Going forward, you can move between fields in all four directions: up, down, left, and right. You can do this simply by combining the up/down arrow keys or the left/right arrow keys with special keys, such as the Alt key on Windows or the Option key on Mac. This new update aims to provide an additional method of navigating between form fields, allowing users to move across the form more quickly and efficiently. 
 
How do I benefit?
These updates enhance the user experience by providing seamless navigation, better accessibility, greater convenience, and increased efficiency in the form-filling process, resulting in faster data entry.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 26-Sep-23
Reference: Understand field navigation
 
- - - - - - - - - -

QR and barcode scanning for PWAs

QR code and barcode scanning, which were so far available only on our mobiles apps, will soon be launched on our progressive web apps (PWAs) too. This powerful functionality opens up a world of convenience and possibilities for you.

Where to find them
  • Launch our PWA on your smartphone or tablet. Navigate to the required form.
    Note: You need to enable QR code/Barcode under the User Input (for mobile) section in Field properties.
  • You'll see the scan button adjacent to the fields for which you enabled the property. Click on it to start scanning.

How do I benefit?
Scanning capabilities enrich your experience, offering new ways to access information and enter content into your Creator forms.

Applicable for: iOS and Android
Availability: All DCs
Released on: 01-Sep-23
Reference: Understand scanning QR codes and bar codes

- - - - - - - - - -
 
With that, we wrap up this month's updates. We're truly grateful for your continuous support, and we're committed to delivering even more exciting updates in the coming months!
 
Regards,
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

                                                                                                              • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

                                                                                                                Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to
                                                                                                              • Send Supervisor Rule Emails Within Ticket Context in Zoho Desk

                                                                                                                Dear Zoho Desk Team, I hope this message finds you well. Currently, emails sent via Supervisor Rules in Zoho Desk are sent outside of the ticket context. As a result, if a client replies to such emails, their response creates a new ticket instead of appending
                                                                                                              • form data load issue when saving as duplicate record is made

                                                                                                                Hello. I have a form with a lookup when a value is selected the data from the corresponding record is filled into all of the fields in the form. But the form is loaded in such a state that if any value is changed it will take all of the values pre loaded
                                                                                                              • CRM project association via deluge

                                                                                                                I have created a workflow in my Zoho CRM for closing a deal. Part of this workflow leverages a deluge script to create a project for our delivery team. Creating the project works great however, after or during the project creation, I would like to associate
                                                                                                              • Zoho Browser??

                                                                                                                hai guys, this sounds awkward but can v get a ZOHO BROWSER same as zoho writer, etc. where i can browse websites @ home and continue browsing the same websites @ my office, as v have the option in Firefox, once i save and close the browser and again when i open it i will be getting the same sites. If u people r not clear with my explanation, plz let me know. Thanks, Sandeep  
                                                                                                              • Where can we specify custom CSS in Zoho Forms custom theme ?

                                                                                                                I'm using a form with a dark theme. The OTP popup window is unreadable, because for some reason, the OTP popup background fixes color to white, but still takes the font color specified in the custom theme. This ends up as white on white for me, rendering
                                                                                                              • MCP no longer works with Claude

                                                                                                                Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.
                                                                                                              • Enable History Tracking for Picklist Values Not Available

                                                                                                                When I create a custom picklist field in Deals, the "Enable History Tracking for Picklist Values" option is not available in the Edit Properties area of the picklist. When I create a picklist in any other Module, that option is available. Is there a specific reason why this isn't available for fields in the Deals Module?
                                                                                                              • The reason I switched away from Zoho Notebook

                                                                                                                My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital
                                                                                                              • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

                                                                                                                Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site
                                                                                                              • Ability to Edit YouTube Video Title, Description & Thumbnail After Publishing

                                                                                                                Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing the
                                                                                                              • Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics

                                                                                                                Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. Learn
                                                                                                              • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

                                                                                                                Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted
                                                                                                              • Hide/Show Subform Fields On User Input

                                                                                                                Hello, Are there any future updates in Hide/Show Subform Fields "On User Input"?
                                                                                                              • Cloning Item With Images Or The Option With Images

                                                                                                                Hello, when I clone an item, I expect the images to carry over to the cloned item, however this is not the case in Inventory. Please make it possible for the images to get cloned or at least can we get a pop up asking if we want to clone the images as
                                                                                                              • Archiving Contacts

                                                                                                                How do I archive a list of contacts, or individual contacts?
                                                                                                              • WorkDrive and CRM not in sync

                                                                                                                1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here
                                                                                                              • Custom validation in CRM schema

                                                                                                                Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'
                                                                                                              • Adding Default Module Image into mail merge field

                                                                                                                As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevant
                                                                                                              • Sync Data from MA to CRM

                                                                                                                Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a
                                                                                                              • Is it possible to roll up all Contact emails to the Account view?

                                                                                                                Is there a way to track all emails associated with an Account in one single view? Currently, email history is visible when opening an individual Contact record. However, since multiple Contacts are often associated with a single Account, it would be beneficial
                                                                                                              • Update CRM record action

                                                                                                                Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM module
                                                                                                              • Notes badge as a quick action in the list view

                                                                                                                Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated
                                                                                                              • What's new in Zoho One 2025

                                                                                                                Greetings! We hope you have all had a chance by now to get hands-on with the new features and updates released as part of ZO25. Yes, we understand that you may have questions and feedback. To ensure you gain a comprehensive understanding of these updates,
                                                                                                              • Good news! Calendar in Zoho CRM gets a face lift

                                                                                                                Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
                                                                                                              • Add deluge function to shorten URLs

                                                                                                                Zoho Social contains a nice feature to shorten URLs using zurl.co. It would be really helpful to have similar functionality in a Deluge call please, either as an inbuilt function or a standard integration. My Creator app sends an email with a personalised
                                                                                                              • Edit default "We are here to help you" text in chat SalesIQ widget

                                                                                                                Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!
                                                                                                              • Quick way to add a field in Chat Window

                                                                                                                I want to add Company Field in chat window to lessen the irrelevant users in sending chat and set them in mind that we are dealing with companies. I request that it will be as easy as possible like just ticking it then typing the label then connecting
                                                                                                              • How to create a two way Sync with CRM Contacts Module?

                                                                                                                Newbie creator here (but not to Zoho CRM). I want to create an app that operates on a sub-set of CRM Contacts - only those with a specific tag. I want the app records to mirror the tagged contacts in CRM. I would like it to update when the Creator app
                                                                                                              • Zoho Sheet for Desktop

                                                                                                                Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
                                                                                                              • Allow Manual Popup Canvas Size Control

                                                                                                                Hello Zoho PageSense Team, We hope you're doing well. We would like to request an enhancement to the PageSense popup editor regarding popup sizing. Current Limitation: Currently, the size (width and height) of a popup is strictly controlled by the selected
                                                                                                              • Where is the settings option in zoho writer?

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

                                                                                                                hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the document
                                                                                                              • Develop and publish a Zoho Recruit extension on the marketplace

                                                                                                                Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.
                                                                                                              • How to import data from PDF into Zoho Sheet

                                                                                                                I am looking to import Consolidated Account Statement (https://www.camsonline.com/Investors/Statements/Consolidated-Account-Statement) into zoho sheet. Any help is appreciated. The pdf is received as attachment in the email, this document is password
                                                                                                              • Zoho Projects Android app: Integration with Microsoft Intune

                                                                                                                Hello everyone! We’re excited to announce that Zoho Projects now integrates with Microsoft Intune, enabling enhanced security and enterprise app management. We have now added support for Microsoft Intune Mobile Application Management (MAM) policies through
                                                                                                              • Cant't update custom field when custom field is external lookup in Zoho Books

                                                                                                                Hello I use that : po = zoho.books.updateRecord("purchaseorders",XXXX,purchaseorder_id,updateCustomFieldseMap,"el_books_connection"); c_f_Map2 = Map(); c_f_Map2.put("label","EL ORDER ID"); c_f_Map2.put("value",el_order_id); c_f_List.add(c_f_Map2); updateCustomFieldseMap
                                                                                                              • Wrapping up 2025 on a high note: CRM Release Highlights of the year

                                                                                                                Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you
                                                                                                              • About Zoneminder (CCTV) and Zoho People

                                                                                                                Hi team I would like to implement a CCTV service for our branches, with the aim of passively detecting both the entry and exit of personnel enrolled in Zoho Peeple, but my question is: It is possible to integrate Zoho People with Zoneminder, I understand
                                                                                                              • Introducing the Zoho Projects Learning Space

                                                                                                                Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,
                                                                                                              • Next Page