Modes of an Application | Zoho Creator Help

Modes of an application

Overview

Zoho Creator has two modes through which you can establish an application from start to finish. You can create an application from scratch or from a template and customize it according to your needs in an app-building space. During that process or after you've completed developing the app, you can check the output of your app-building journey.

You can run through an application in two modes:
  1. Edit mode of the application:
    In this mode, you can build and edit the components of the app, such as the forms, pages, reports, and workflows. The edit mode can be considered the workstation where your application's vision comes to life.
  2. Live mode of the application:
    In this mode, you can view the application's outcome. This mode helps you to have a preview of the application from an end-user's point of view.

 

Example: Let's say you are creating an Employee Management app:

  • You will be using the edit mode of the application for constructing the app.


  • You will be using the live mode of the application to use the application you have just built.

 

1. When a user creates an application for the first time:

  • They enter directly into the edit mode of the application.

  • The live mode of the application can be accessed by clicking Access this Application .

Notes
Note : The Access this Application button will remain disabled until a form has been added to the application.


2. When a user wants to access an already created application from the dashboard:

  • The live mode of an application can be accessed from the Solutions page by clicking the application's card.

  • The edit mode of an application can be accessed from the Solutions page by clicking Edit in the application's card.

   

3. When Environments is enabled for an application:

  • The Environment dropdown shows the different levels (Development, Stage, and Production) at which one can Edit and Access the application.


Edit mode actions

The edit mode of an application looks similar to this:

  

The following primary actions can be performed from the edit mode:

Icon

Description

 



The hamburger icon on the top-left corner leads to a pane that slides in from the left and displays the DEVELOP , DEPLOY , and MANAGE sections.

 

            

The dropdown containing the application name leads to a pane that slides in from the left and shows a list of all the components in your application.

 



The + icon is used to add new components, such as forms, reports, pages, and workflows to your application.

 



The palette icon is used to customize the design of your application. This is where the structure of your application folds out.

 



This icon is used to create and configure workflows.

 

 



This icon helps you access the Settings page where you can manage Permissions, Personalization, and access the Developer Tools .

 



The bell icon is used to view notifications regarding record actions, approval actions, blueprints, push notifications in Deluge tasks, and other important announcements.

 



This icon is used to view the application's summary containing basic details of the app from one place such as its URL, users' details, and portals.

 

 


Access this application navigates you to the live mode of the application where you can review the outcome of your application.

 



These three icons correspond to the browser, phone, and tablet modes of the application. You can view and edit their layouts here respectively.

 



The paint icon is used to set and manage the theme of the application.

 

 



This icon is used to view and manage the different sections of the application, its hidden components, and their icons.


Notes
Note: When Environments is enabled for an application, the live mode of the application can be accessed through the three environments - Development, Stage, and Production as shown below.       


Live mode actions   

The live mode of an application looks similar to this:

 

The primary actions that can be performed from the live mode are:

 

Icon

Description

 

                  

These three icons correspond to the browser, phone, and tablet modes of the application. You can view and edit their layouts here respectively.

 



Subscription on the top-right corner is used to view your account's Subscription Details, Transaction History, Payment Method, Billing Details, and more. You can also make payments and upgrade your account.

 



Edit this application navigates you to the edit mode of the application where you can make changes to your application.

   



This Help icon lets you access the User Guide, Quick Start Guide, Forums, and to join Webinars to learn more about building an app using Creator.

 



The horizontal ellipsis shows Connections  where you can view and manage the connections created within your application.

   



The bell icon is used to view notifications regarding record actions, approval actions, blueprints, push notifications in Deluge tasks, and other important announcements.


Notes

Note: As seen below, when Environments is enabled for an application, the live mode also contains a:

  • label of which environment stage it is in.  

  • View as dropdown in which you can choose the demo user.





    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder


                          WCAG




                                              You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                  Manage your brands on social media

                                                    Zoho Desk Resources

                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                      Zoho Marketing Automation

                                                        Zoho Sheet Resources

                                                         

                                                            Zoho Forms Resources


                                                              Secure your business
                                                              communication with Zoho Mail


                                                              Mail on the move with
                                                              Zoho Mail mobile application

                                                                Stay on top of your schedule
                                                                at all times


                                                                Carry your calendar with you
                                                                Anytime, anywhere




                                                                      Zoho Sign Resources

                                                                        Sign, Paperless!

                                                                        Sign and send business documents on the go!

                                                                        Get Started Now




                                                                                Zoho TeamInbox Resources



                                                                                        Zoho DataPrep Resources



                                                                                          Zoho DataPrep Demo

                                                                                          Get a personalized demo or POC

                                                                                          REGISTER NOW


                                                                                            Design. Discuss. Deliver.

                                                                                            Create visually engaging stories with Zoho Show.

                                                                                            Get Started Now









                                                                                                                • Related Articles

                                                                                                                • Understanding report creation from live mode

                                                                                                                  Zoho Creator provides users with a conducive method to create reports from the live mode of the application. This enables the admin to provide specific users with the permission to create reports to the forms that they have access to. These users ...
                                                                                                                • Install custom app from Marketplace and customize

                                                                                                                  Requirement Customize the Point of Sale application installed from Marketplace to include a membership module. Use case A retail store requires a regular point of sale application with certain store-specific personalizations to ease their checkout ...
                                                                                                                • Connections in Live and Edit Mode

                                                                                                                  1. What Does This Page Cover? Learn to view and manage connections in the live and edit mode of your Zoho Creator application. Click here to learn more about connections. 2. Availability Connections: Are available only for paid plans of Creator Can ...
                                                                                                                • Understanding app menu

                                                                                                                  1. In a nutshell The app menu in Zoho Creator allows visual and logical grouping of your application components(such as forms, reports, and pages), making navigation intuitive for users. The app menu can be customized through the app menu builder in ...
                                                                                                                • Configuring and managing app menu

                                                                                                                  1. What does this page cover? Learn how you can configure the app menu to display your application's components in an organized fashion. Make sure you have a comprehensive understanding of the app menu before you move ahead. 2. Availability Available ...
                                                                                                                  Wherever you are is as good as
                                                                                                                  your workplace

                                                                                                                    Resources

                                                                                                                    Videos

                                                                                                                    Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                    eBooks

                                                                                                                    Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                    Webinars

                                                                                                                    Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                    CRM Tips

                                                                                                                    Make the most of Zoho CRM with these useful tips.



                                                                                                                      Zoho Show Resources