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

                                                                                                            • What is your opinion of the new UI?

                                                                                                              Hi Everyone, I would like to see what everyone thinks of the new Zoho One Dashboard. I don't get it, but perhaps I'm missing something. What are your thoughts?
                                                                                                            • Zoho Workdrive for Office, "vsto runtime not found"

                                                                                                              Hi all, I have been trying to get ZohoWorkdrive_MS-addin_1.4.exe installed, but I keep getting the error "VSTO Runtime Not Found!" - even though I have installed it ... Anyone else hear had problems with the MS addin?  FYI, I am using O365 on A Dell laptop running Win 10 Home - fully patched and up-to-date.  I have tried compatibility modes and running explicitly as Administrator - the usual steps. Any advice would be appreciated.
                                                                                                            • Add "Fetch Composite Item" Action for Inventory

                                                                                                              I want to make a Flow that uses information returned in the GET call for Composite Items, and it's not currently available in Zoho Flow. Please consider adding this functionality.
                                                                                                            • Inactive Items - Make Less Prominent by Default

                                                                                                              Currently, when one marks an Item as "Inactive", it really doesn't do much of anything to hide it or get it out of the way. Search and reporting within Finance should, by default, hide inactive Items from standard reports, searches, etc. If one specifically
                                                                                                            • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

                                                                                                              I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
                                                                                                            • Why is Zoho Meeting quality so poor?

                                                                                                              I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on
                                                                                                            • Can no longer export as pdf

                                                                                                              In NOTEBOOK I am no longer able to export notes to pdfs as I used to be able to. When I hit that command it asks where I want to send it, but no matter what I chose there is no pdf attachment that shows up in order to send. Nothing happens.
                                                                                                            • Emails are going to notification folder and not in inbox

                                                                                                              emails are going to notification folder and not into inbox
                                                                                                            • Flow - Fetch info from drop down in another module

                                                                                                              I am running into a road block which I thought would be a simple task. My goal - The account is assigned to a "route" which can be selected from a drop down menu and adds a tag to the account accordingly (easy enough). Now when I create a task for this
                                                                                                            • How can I prevent the Zoho Vault extension from automatically logging me out?

                                                                                                              Hi, I want the Zoho Vault Chrome extension to never log out. How can I do this? It only allows me to log out for 1 week, and the same applies to the Android app.
                                                                                                            • Automated log-out/session end

                                                                                                              I'm concerned about security of our data. Is it possible to set an automatic time-out for user sessions on Zoho CRM, after a certain period of inactivity or when the session reaches a certain duration (12 hours perhaps)? 
                                                                                                            • Multiple currencies - doesn’t seem to work for site visitors / customers

                                                                                                              I am trying to understand how the multiple currency feature works from the perspective of the website visitor who is shopping on my Zoho Commerce site. My site’s base currency is US Dollars (USD) but my store is for customers in Costa Rica and I would
                                                                                                            • Zoho Sites - contact us form

                                                                                                              I have added a contact us form to my website. I wanted to change the layout so I deleted the section of Contact Us form. When I again try to add the section of Contact Us form, it shows error that "This form already exists on this page."  I am unable
                                                                                                            • Zoho CRM App - Links

                                                                                                              Hi  Is there are plan for making Custom Links available in the Zoho CRM Android App? I can't see them being added? Thanks Gene
                                                                                                            • Templates

                                                                                                              Trying to sort out / get rid of unwanted invoice templates, the error msgs are not at all helpful. Surely it's easy to amend the error msg by including a list of the names of the customers / vendors that use it, denying deletion or making it inactive
                                                                                                            • Contacts limit in basic vs standard - what counts? Are customers contacts?

                                                                                                              I’ve been using books for a number years for my small business. I only ever work with 20 clients at any given time. I do purchase services from a number of vendors to run my business, so there are some comtacts there too. I used to use the basic package,
                                                                                                            • Finding missing records

                                                                                                              I have a challenge and I am not really sure where to start with it. I can't find any similar threads on here, can anyone help: I have two forms, FormA and FormB. Both forms have records that contain a field called Job_Number. What I am trying to achieve
                                                                                                            • Read webpage - MSXML2.ServerXMLHTTP

                                                                                                              I have the following VBA script, put together from various sources (mainly zoho forum/help/support, so it once worked, I guess): private Sub GetListOfSheets() Dim url As String Dim xmlhttp As Object Dim parameters As String Dim html As String range("B1").value
                                                                                                            • Addin Support in Zoho Sheet

                                                                                                              Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?
                                                                                                            • Scheduled Reports - Do not send empty report

                                                                                                              Hello, We are intensively using reports in the CRM, especially for sales managers.  When data is empty, they still receive an email. Can you add an option to avoid sending the report when data is empty?
                                                                                                            • Prevent Unapproved Quotes from Exporting to Zoho CRM Finance Module

                                                                                                              Is it possible to prevent unapproved quotes in Zoho Books from being exported from Zoho Finance module inside Zoho CRM?
                                                                                                            • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

                                                                                                              Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 
                                                                                                            • Updates for Zoho Campaigns: Merge tag, footer, and autoresponder migration

                                                                                                              Hello everyone, We'd like to inform you of some upcoming changes with regard to Zoho Campaigns. We understand that change can be difficult, but we're dedicated to ensuring a smooth transition while keeping you all informed and engaged throughout the process.
                                                                                                            • Process between CRM and Campaigns to ensure double opt-in contacts?

                                                                                                              I would like to ask for a few clarifications to ensure we fully comply with best practices and legal requirements: According to the documentation (Zoho Campaigns CRM sync – Default option), the best and recommended way to sync contacts is by using the
                                                                                                            • What's New in Zoho Inventory | August – October 2025

                                                                                                              Hello customers, The last quarter has been incredibly productive! We've released a powerful slate of new features and enhancements in Zoho Inventory designed to give you better control, greater efficiency, and expanded functionality across your inventory
                                                                                                            • Search not working!

                                                                                                              I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?
                                                                                                            • Let's Talk Recruit: Meet Zia, your all-in-one AI assistant (Part-2)

                                                                                                              Welcome back to Let’s Talk Recruit series. In Part 1, we introduced Zia and how AI is reshaping the way recruiters work. This time, we’re taking a closer look at how far Zia has come and how each update continues to simplify your everyday tasks. When
                                                                                                            • Zoho Developer - Feature Request Platform

                                                                                                              Zoho Developer is one of the most underatted platform in zoho ecosystem, however, it may just be what zoho needs to welcome more people to use Zoho Services. The more developers you have creating zoho creator applications and zoho extensions the more
                                                                                                            • Last/Previous month in relative date filter

                                                                                                              In the relative date filter, what is the difference between "Last 2 months" and "Previous 2 months"? So, if we are on 25-July, then is my understanding correct of the following: Last 2 months :=:      25-May~24 July Previous 2 months :=:     01-May~30-June Thanks.
                                                                                                            • Tags get removed from notes on mobile

                                                                                                              I don't know why this keeps happening even after all these app updates but if you log out and log back into the app or you reinstall it, all the tags you assigned to your notes get taken off, but if you go on the desktop version the tags are still there.
                                                                                                            • Show Zoom Link in Recipient's Calendar

                                                                                                              We set up meetings within a record, selecting the "Make this an online meeting".  We use Zoom. Most of the recipients go to their calendar (usually Gmail or Outlook, corporate) to join the Zoom meeting, but there is no Zoom link in the calendar. Can this
                                                                                                            • How to fetch custom fields for time entries in Zoho Project API v3

                                                                                                              In the previous Zoho Projects REST API, we were able to retrieve custom field details for time entries, including picklist options, using the endpoint: GET /restapi/portal/[PORTAL_ID]/timesheetcustomfields In the new Zoho Projects API v3, we tried using
                                                                                                            • VAT rates - exempt and out of scope

                                                                                                              Good Evening, UK based company here. I am a bit confused in respect of setting up VAT rates for exempt goods and services; at present I am simply leaving the VAT rate blank in the transactions in order to prevent any VAT appearing in the VAT return. When
                                                                                                            • Zoho is blocking emails I subscribe to from one sender

                                                                                                              About 4 months ago I stopped receiving newsletters that I subscribe to from @thedispatch.com. They tell me that zoho's server is blocking them. I've added them to my contacts list, but they're not even reaching my inbox. I don't know how to troubleshoot
                                                                                                            • How to update custom multi-user field in Zoho Projects?

                                                                                                              I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.
                                                                                                            • Introducing Lead Capture: Empower exhibitors to capture leads effortlessly

                                                                                                              Events provide a great opportunity for exhibitors to generate awareness and engage with potential customers. Efficiently distributing attendee information to exhibitors through a seamless and secure way is of paramount importance. Introducing Lead Capture
                                                                                                            • Work Order Creation Issue

                                                                                                              Dear Team, I would like to inquire about the daily limit for Work Order creation in Zoho FSM. Yesterday (02/05/2025) at around 6:30 PM GST, I attempted to create a Work Order, but I have been unable to do so since then. Please find the attached image
                                                                                                            • Accessing shared mailboxes through Trident (Windows)

                                                                                                              Hi, I have a created a couple of shared mailboxes. The mailboxes are showing up on the browser based Zoho workplace, but I cannot seem to figure out how to access my shared inboxes through Trident (Windows). Am I missing something or is this feature not
                                                                                                            • URGENT: ChatGPT Extension Failing With “gpt-3 Access Error” (Priority Support)

                                                                                                              Appreciate support reviewing this urgently. I am a Priority Support member and need immediate clarification on a recurring issue involving the ChatGPT extensions inside Zoho Desk. Both extensions — including the version created and published by Zoho —
                                                                                                            • Server error when trying to Data > Sort > Custom Sort

                                                                                                              Been using Data > Sort > Custom Sort for a while, now it has suddenly stopped working. When selecting the same data range and trying to execute, I get "Sorry! There was a problem saving your last edit. Please try again."
                                                                                                            • Next Page