Working with Custom Apps

Working with Custom Apps

Who can create a Custom App?

Depending on the permissions set by the admin, members might or may not be able to create a Custom App in the Group or Company Wall.

How do I create a Custom App?

  1. Click Custom Apps from the main menu on the left.

  2. Click the plus icon (+) in the top-right corner of the page.

  3. Select an option from the dropdown:
    From scratch: Build a customized solution using the drag and drop builder. 
    Import DS file: Upload a custom app's Deluge Script file from your device.
    From app gallery: Choose a pre-built application from the app gallery, make any required changes, and deploy.
    From Zoho Creator: Choose an application from your organization's Zoho Creator platform. This option is available only for organizations that use Zoho Creator.
  4. If you're building an app from scratch, drag the fields from the left tab and drop them in the preferred position in the form builder.
  5. Once you've added all the fields, click the gear icon in the top-right part of the builder and fill in the advanced preferences.
  6. Click Done. 
  7. Click Publish and add a message for all users in the Group or Company Wall to access it.
By default, custom apps are private; a custom app is not available to other users until it's published.

Sharing Custom Apps

Using the share option, the app owner can share a Custom App with other users and let them access records or modify the app. The share screen lists the forms and reports in the left tab. The owner can either select and share a specific form or the entire application.
To share a custom app:
  1. Click Custom Apps from the main menu on the left.

  2. Select the app from the listing.
  3. Click the Edit this application in the top-right corner of the page.

  4. Switch to the required form or report.
  5. Click Share in the top-right corner of the pop-up.

  6. In the new screen, switch to the required tab (User/Developer).
    User: Members who should access the app only to add or view data
    Developer: Members who can edit the app
  7. Enter the names of users or groups and add an invite message, if required. 
  8. Click Share.

How do I edit a custom app?

  1. Click Custom Apps from the main menu on the left. 
  2. Select the app from the listing. 
  3. Click the Edit this application in the top-right corner of the page. 
  4. Make the required edits and click Done. 

How do I delete a custom app?

  1. Click Custom Apps from the main menu on the left. 

  2. Select the app from the listing. 
  3. Click the ellipsis (...) in the top-right corner of the page. 
  4. Select Delete from the dropdown. 

How do I use a custom app? 

Say you have to request a vehicle for your official commute through a custom app, "Cab booking". To access and use the app, follow these steps:
  1. Click Custom Apps from the main menu on the left. 
  2. Select the app from the listing. 
  3. In the new page, choose the form you'd like to use. 

  4. Fill in all the details and click Submit

How do I view the records added by members in a custom app? 

Only the app creator and the members who have the required permission to access reports can view the data collected in the form. To view the records:
  1. Click Custom Apps from the main menu on the left. 
  2. Select the app from the listing.
  3. If the app has multiple forms, hover over and click above the required form. 
  4. Select the report from the dropdown. For example, in the below screenshot, requests made by users are displayed under All Machines.

If you have any questions related to Custom Apps, please write to us at

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