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 Campaigns Resources


                          Zoho Developer Community



                              Bootcamp
                              Community
                              Pricing
                              Webinars
                              What's New
                              Integrations
                              Contact Support
                              Contact Sales

                                Zoho Survey Resources
                                  Features
                                  Survey Templates
                                  Integrations
                                  Community
                                  iOS Mobile Surveys
                                  Pricing
                                  Android Mobile Surveys
                                  Insurvey Blogs
                                  Insight Blogs
                                  Tips & Tricks






                                              Latest Feature Updates

                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts




                                                    Zoho SalesIQ Resources

                                                          • 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 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

                                                          • Introducing 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


                                                          Manage your brands on social media
                                                          Access Zoho Social

                                                            Zoho Pagesense Resources


                                                                Zoho TeamInbox Resources

                                                                  Zoho DataPrep 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 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

                                                                                                          • Missing Email

                                                                                                            We recently started using ZohoMail we migrated our users from google workspaces. The migration process seemed to have gone smoothly however not all emails are showing in the inbox folder. For example: If I sort the inbox folder from old to new. (Oldest

                                                                                                          • Client Script Quality of Life Improvements #1

                                                                                                            Since I'm doing quite a bit of client scripting, I wanted to advise the Zoho Dev teams about some items I have found in client script that could be improved upon. A lot of these are minor, but I feel are important none-the-less. Show Error on Subform

                                                                                                          • Account blocked after accessing via VPN

                                                                                                            All my accounts are blocked after using a VPN. I have submitted multiple support tickets without response. It’s critical that my email be restored asap Can you please provide a way to unblock my accounts

                                                                                                          • Exchange Rate Updates

                                                                                                            Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!

                                                                                                          • Courses without signup

                                                                                                            Can I create "real" public courses where no signup is needed?

                                                                                                          • Espace Sandbox – Votre environnement de test sécurisé dans Zoho Projects

                                                                                                            Zoho Projects propose un sandbox sécurisé pour tester des configurations, des personnalisations et des modifications sans compromettre les données en production. Note : Disponible avec le plan Enterprise le plus récent basé sur les utilisateurs (y compris

                                                                                                          • Descargas en learn

                                                                                                            Buenos dias, yo en mis cursos para no tener que cargar los archivos que utilizare en las lecciones decidi utilizar la opcion de bloques para añadir un enlace de mi workdrive con el video que deseo para que sea todo mas organizado, pero hay un problema.

                                                                                                          • Mail delivery

                                                                                                            I initially had a problem sending any outgoing mail and was able to fix it on my own, given Zoho support never got back to me. However, despite being able to send emails now, none of my mail to different Gmail addresses are arriving, and they are not

                                                                                                          • Mermaid Support & Zoho Learn

                                                                                                            Hi Zoho Team, I’m currently working with Zoho Learn and was wondering if there’s any way to add support for Mermaid syntax to create flowcharts, sequence diagrams, and other visual elements within articles or lessons. Mermaid is widely used in technical

                                                                                                          • Blocked due to VPN

                                                                                                            Hi My account outgoing mails and IMAP access have been blocked due to using a vpn being interpreted as suspicious logins. I’ve tried to mail support but not sure if this is also blocked. This is extremely frustrating as I’m using a vpn because I’m travelling

                                                                                                          • reset admin access.

                                                                                                            I am a user under the domain @lanutraceuticals.com. I do not have admin access. Kindly let me know the administrator contact or help me reset admin access.”

                                                                                                          • Unsubscripation booked domin

                                                                                                            Kindly Un subscription booked domain

                                                                                                          • How to change Super Admin

                                                                                                            Good Day, Can someone kindly guide me on how to change the super Administrator. I have tried many times but could not succeed.

                                                                                                          • Events disappearing in Calendar

                                                                                                            To reproduce the bug: 1.- Add a new event in Calendar 2.- Type any name for the Event 3.- Click "Create" 4.- The event appears 5.- Click on the event to open it 6.- Optional: Edit the event 7.- Click OK 8.- After two seconds, the event disappears Now, click on another day and then come back to the inserted event's day. The event appears.

                                                                                                          • Mail transfer to a contact with multiple accounts

                                                                                                            Hi, Since we can only associate one email for a Contact across Zoho, would it be a problem if we want to merge our mailbox in the future? For example, Mr. Jones is the main POC for 5 accounts, once we merge our mail where would the messages go-- is it

                                                                                                          • @mention not working in Mail

                                                                                                            Am I missing something? When trying to forward a message there is a hint you could do this also by "@mention" at the end of the message. When typing (for example) "@s.." there should appear addresses from my contacts, shouldn´t it? But nothing happens! So what can I do? Best regards and thanks for any help in advance! JH P.S.: Sorry for my bad English.

                                                                                                          • Enable Zia-Powered Deluge Assistance and AI Agent Without Mandatory OpenAI Integration

                                                                                                            Hi Zoho Creator Team, Hope you're doing well. We’d like to request a feature enhancement related to Zia's AI capabilities in Zoho Creator, particularly regarding Deluge Assistance and the AI Agent. Currently, as shown in your documentation (Generate Deluge

                                                                                                          • Zoho Sign community meetup series - India

                                                                                                            Hello everyone! Zoho Sign is a comprehensive digital signature application tailor-made for Indian businesses with unique features like Aadhaar eSign, eStamping, USB/PFX signing. We are now excited to announce our first meetup series for Zoho Sign in India,

                                                                                                          • List of packaged components and if they are upgradable

                                                                                                            Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?

                                                                                                          • Product Updates in Zoho Workplace applications | June 2025

                                                                                                            Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this June. Zoho Mail Slideshow view for inline images in Notes View all your inline images added in a notes in a effortlessly

                                                                                                          • Assign multiple vendors to the same product

                                                                                                            Guys, My business often purchase the same product from several vendors (based on price and availability). Is it possible to assign more than one vendor to the same product? I saw this same question in this forum, from some time ago. Is this feature available or, at least, in Zoho's roadmap? If not, is there any trick to solve my problem? Without this feature, I simply cannot manage my company's inventory, limiting very much the use of Zoho CRM. Waiting for your reply. Leonardo Kuba Sao Paulo / Brazil

                                                                                                          • Is there as way to shut off the invitation when you set up a new user?

                                                                                                            Is there as way to shut off the invitation when you set up a new user?  I would like to get all my users in the system, my org structure set up and tested, etc, BEFORE I invite the users.  I did not see a way to shut of the automatic invitation email.  The only way to get around it is to set up the users with no Email ID.  However, when you do that - you get into the problem of not being able to update a user's Email ID (which makes NO sense whatsoever).  If I set up a user with an incorrect email

                                                                                                          • Manage Engine login issue

                                                                                                            App not available The app you're trying to access isn't yet available in the in data center region, where your account is present. To use ManageEngine, you can sign up for a new account in another data center region. Learn How Go to Zoho accounts Please

                                                                                                          • Zoho Creator - users "Name" Column

                                                                                                            Hi, When you add user to an application inside Zoho Creator, the system generate an account name for it. We don't have the  ability to change this name. According to Zoho creator Support (Case:11523656) : "The values displayed under 'Name' column of 'Users & permissions' section, is actually the respective account's username and not the actual name specified on the account. Usernames are system designated based on the account email address and cannot be modified from your end." We need to have the

                                                                                                          • Zoho Assist Unattended - devices disappearing

                                                                                                            Hello, I've recently introduced a new model of laptops into our environment (Lenovo Legion). We are experiencing an issue where only the latest installed agent - laptop is visible in Assist. This issue does not appear with our Dell inventory. Example:

                                                                                                          • Searchable email tab in Bigin

                                                                                                            Hi team, Could I please request a feature update, to be able to search emails within the email tab of Bigin. We have large correspondence with some agents and it would be very helpful if we are able to search from this section:

                                                                                                          • The silent force behind great customer service

                                                                                                            Customer service is known to be a demanding role. Customer service agents are expected to bring empathy, clarity, and human connection to every voice call, chat, and remote session, even if the situation requires some time for customers facing stressful,

                                                                                                          • New From Email in Zoho Desk

                                                                                                            Dear ZohoSupport, We are trying to establish a new From Address in Zoho Desk but we are facing difficulties. When trying to use the smtp.office365.com SMTP Server, after clicking the Save and Verify button, the Authentication Failed error pops up although,

                                                                                                          • Option in pipeline deal to select which hotel or branch or store if client has more than one local store

                                                                                                            Hi, I would like to know if there is an option in the deal pipeline to select which hotel, branch, or store a deal is related to—if the company has more than one location. For example, I have a client that owns several hotels under the same company, and

                                                                                                          • Aggregate SalesIQ Knowledge Base Interactions into Zoho Desk Knowledge Base Dashboard

                                                                                                            Hello Zoho Desk Team, We hope you're doing well. We’d like to request a feature enhancement related to the Zoho Desk Knowledge Base dashboard and its integration with Zoho SalesIQ. 🎯 Current Limitation When customers interact with knowledge base articles

                                                                                                          • Add Prebuilt "Partner Finder" Template with Native Zoho CRM Integration in Zoho Sites To: Zoho Sites Product Team

                                                                                                            Hi Zoho Team, We hope you're doing well. We would like to request a prebuilt "Partner Finder" template for Zoho Sites, modeled after your excellent implementation here: 🔗 https://www.zoho.com/partners/find-partner-results.html ✅ Use Case: Our organization

                                                                                                          • Admin Visibility and Control Over Group Chats in Zoho Cliq

                                                                                                            Hello Zoho Cliq Team, We hope you're doing well. While we appreciate the current capabilities in Zoho Cliq — including the ability to restrict who can create group chats and configure user permissions — we would like to request several enhancements to

                                                                                                          • Update Regarding Zoho Finance Applications' Domains For API Users

                                                                                                            Hi users, Until now, both the Zoho Finance apps and their APIs shared a common domain. We've recently introduced separate domains for APIs. You can now start using the new domains for API calls. The old domains will not work for API users starting April

                                                                                                          • Ability for Agents to Initiate Voice Calls With Site Visitors Without Active Chat Session

                                                                                                            Dear Zoho SalesIQ Team, Greetings, We would like to request a feature enhancement related to the voice call functionality in Zoho SalesIQ. Current Limitation: At the moment, voice calls can only be initiated by agents after a chat session has been started

                                                                                                          • Add new Card

                                                                                                            How do you add a new credit card to a contact with Zoho API as can be done on web.  I am not able to find way to do this with Books API, CRM API or Subscriptions API.  This is an issue for our company as we do migration from a different system.  I can add card to a subscription through Subscriptions API, but some of our customers may not have a subscription, but only invoices set up in Zoho Books.  Is there any way in Zoho API to add new credit card to contact/customer?

                                                                                                          • Benchmark for Using Mail Merge in Service Order Scopes

                                                                                                            Hello, I was wondering if Zoho CRM has a benchmark or best practices for utilizing Mail Merge in service order scopes. Specifically, I'm looking for guidance on how to effectively integrate this feature for creating and managing service orders, especially

                                                                                                          • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

                                                                                                            Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

                                                                                                          • Why don't we have better integration with Mercado Pago or Pagseguro?

                                                                                                            Currently, the integration between Zoho Commerce and Mercado Pago for Brazil is very poor... Since it is old, it does not include the main payment method in Brazil today, which is PIX. Is there a date for this to finally be launched? There are numerous

                                                                                                          • two columns layout

                                                                                                            it's actually frustrating to not have this feature, I actually had to convince my employer to subscribe to zoho forms and integrate it with zoho crm, but because of this feature not beeing provided, our forms looks unnecessarly long and hideous. 

                                                                                                          • Sync Zoho Desk Help Center Category Icons to SalesIQ Articles

                                                                                                            Dear Zoho SalesIQ Team, Greetings, We are using the integration between Zoho SalesIQ and Zoho Desk to sync articles from our Zoho Desk Knowledge Base into SalesIQ. While this integration works well for syncing article content, we’ve noticed a visual inconsistency:

                                                                                                          • Next Page