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
- - - - - - - - - -
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
-
Navigate to the
Report Properties
in the edit mode of the required report. Then within the
Sorting/Grouping
section, choose the
Custom order
option.
-
Now, switch to the live mode of the report. Then click the
Configure custom order
button.
-
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
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
- - - - - - - - - -
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.
Scanning capabilities enrich your experience, offering new ways to access information and enter content into your Creator forms.
Applicable for:
iOS and Android
- - - - - - - - - -
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
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
Ashwin Vishal R
Ha Son Tung
Madrassoft Technologies
Dev Zoho Creator Do It
Benoit GD
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
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 toZoho CRM in Microsoft Power Automate Custom Connector
Hi everyone, I’m building a Power Automate flow that integrates Microsoft Bookings with Zoho CRM. The goal is to automatically create a meeting (event) in Zoho CRM whenever a new appointment is booked via Microsoft Bookings. To achieve this, I createdGranular Email Forwarding Controls in Zoho Mail (Admin Console and Zoho One)
Hello Zoho Mail Team, How are you? At present, the Zoho Mail Admin Console allows administrators to configure email forwarding for an entire mailbox, forwarding all incoming emails to another address. This is helpful for delegation or backup purposes,Sales order & purchase order item links for item details
This is fantastic for checking lots of things, I use it a lot. It would be great to see it extended to invoices & bills On another note, may as well throw in my favourite whinge ..... Wish you guys would get the PO receive differences sorted urgently,Custom Fonts in Zoho CRM Template Builder
Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities ifProblem with Email an invoice with multiple attachments using API
I have an invoice with 3 attachments. When I send an email manually using the UI, everything works correctly. I receive an email with three attachments. The problem occurs when I try to initiate sending an email using the API. The email comes with onlyZoho Workdrive - Communication / Chat Bar
Hi Team, Please consider adding an option to allow admins to turn on or off the Zoho Communication Bar. Example of what I mean by Communication Bar: It's such a pain sometimes when I'm in WorkDrive and I want to share a link to a file with a colleagueIntroducing Profile Summary: Faster Candidate Insights with Zia
We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiringKaizen #190 - Queries in Custom Related Lists
Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss yet another interesting enhancement to Queries. As you all know, Queries allow you to dynamically retrieve data from CRM as well as third-party services directly withinNeed the ability to have read only fields on a form.
There needs to be functionality in Creator that allows a field on a form to be read only. Most screen building software applications have this capability. I know you can hide certain fields from specific users and that you can also make the whole form read only but that's not the functionality I need. I want to be able to create a form where certain fields are editable and other are for display purposes only (read only). For example if the form was displaying information on an item that the userReverse payment on accidentally closed invoice.
An invoice was closed accidentally with the full payment added. However, only partial payment was paid. How can I reopen the invoice and reverse this to update it to show partial payment?New integration: Track booking page appointments in Google Analytics 4
Hello all, Greetings from the Zoho Bookings team! We’re excited to introduce our new Google Analytics 4 (GA4) integration designed to help you track booking activity, understand customer behavior, and measure marketing performance, all in one place. WhatZoho Books Sandbox environment
Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need aHow to list emails in a folder, e.g. Inbox, on multiple pages when using Zoho mail webpage?
Something as shown in the figure. There are totally 50 emails in Sent folder. If "Mail per page" equals 20, then the Sent folder is split into 3 pages. When I wander through Sent folder, I can just select a specific page to jump to. BTW, it seems thatZoho Calendar soft bounce on @hotmail.com and @yahoo.com email addresses
Hello, our Zoho calendar recently does not send the calendar invites to emails with hotmail and yahoo domains and comes back with a "soft bounce". other domains like Gmail works fine. Also sending "email" to the same emails to the above domains work wellIMAP Server not responding.
Trying to connect a phone via IMAP and getting "imap.zoho.com not responding." Is the server down, for maintenance or otherwise? I've tried this on two different devices and got the same error on both.Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using WorkflowERROR CODE :512 - 5.4.4 DNS error:NXDOMAIN.
Suddenly we cant send mail, we are getting this error for all outbound mail to multiple domains.New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons
Hello everyone, We're rolling out two key updates to help you engage better and scale smarter with Cadences in Zoho CRM. Reach customers on WhatsApp, directly from Cadences Previously, Cadences have enabled you to automate follow-ups through emails, calls,Zoho CRM Analytics - Allow To Reorder Dashboards
I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can goCan Zoho Flows repeat Actions more than once?
I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actionsUnveiling Cadences: Redefining CRM interactions with automated sequential follow-ups
Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it'scustomer data security
We are exploring ways to enhance our within Zoho CRM. Our Goal: We want to fully integrate RingCentral with Zoho CRM to enable click-to-call functionality for our sales team. However, to comply with data privacy regulations and protect customer contactZoho Cliq not working on airplanes
Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantlySync CRM inventory data with Zoho Books
I just switched everything over to ZoHo books, but I am trying to find out why the CRM Estimates, Invoices, and Sales Orders created in ZoHo CRM are not then duplicated in ZoHo Books? I had Quickbooks before, and had to do everything twice, I thoughtmask Customer phone number and agents cant see customer phone number
Is there any way we can integrate Zoom Phone with Zoho CRM while ensuring that customer phone numbers remain masked? We need a solution where agents can make outbound calls but cannot see customer phone numbers. Please let us know if there is any solutionPresenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivershow to differentiate if whatsapp comes from certain landing page?
I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsAppEmail Reminders on Shared Calendars
How do we turn off the setting that emails reminders to everyone who has accepted or declined a calendar invite? If 8 of us have been invited to the same meeting, we receive 8 notifications for every step of the process, from invitation to decision.Default Sorting on Related Lists
Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'createdadditional accounts
If I brought 5 emails to my account. Can I later buy additional emails.WebDAV / FTP / SFTP protocols for syncing
I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful if you implemented standard protocols such as WebDAV / FTP / SFTP so that alternative inc clients can be used.Open Sans Font in Zoho Books is not Open Sans.
Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The realWhat's New in Zoho Inventory | Q2 2025
Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more excitingHow to refresh a ticket view ?
I am doing a widget where I send a rest api call to make a new draft to the ticket I am viewing. The issue is sometimes it refresh a ticket view and I can see inserted draft right away, but sometimes I do not see it even if it is inserted correctly andUgh! - Text Box (Single Line) Not Enough - Text Box (Multi-line) Unavailable in PDF!
I provide services, I do not sell items. In each estimate I send I provide a customized job description. A two or three sentence summary of the job to be performed. I need to be able to include this job description on each estimate I send as it's a criticalSupervisor Rules - Zoho Desk
Hi, I have set up a Supervisor Rule in Zoho Desk to send an email alert when a ticket has been on hold for 48 hours. Is there a way to change it so that the alert only sends once and not on an hourly basis? Thank you LauraResponseCode 421, 4.7.0 [TSS04] Messages from 136.143.188.51 temporarily deferred due to user complaints
Had email bounce. Let me know if you can fix this. Thanks. MichaelZoho Canvas - Custom templates for related lists
Hi, I see that the example pages load always one of our related lists in a custom template, but I dont know how to work with that: 1) How can i make my own custom templates for related lists? 2) Where and how can i check out existing custom templates?Automation #15: Automatically Adding Static Secondary Contacts
Rockel is a top-tier client of Zylker traders. Marcus handles communications with Rockel and would like to add Terence, the CTO of Zylker traders to the email conversations. In this case, the emails coming from user address rockel.com should have TerenceNext Page