Adding applications to environment | Zoho Creator Help

Adding applications to environment


What does this page cover?       

Learn to add applications in environments. Make sure you have a comprehensive understanding of environments before you continue.

Availability 

  1. Available only on Creator 6 version and all paid plans.
  2. Super admins and admins can access environments and add/manage applications in them. Developers can access environments if permission is given by admin.

1. Flow of adding applications to the environment 


2. Adding applications to the environment 

Environments in Zoho Creator serves as an SDLC (Software Development Life Cycle) framework within Creator, providing a structured approach to developing, testing, and deploying application changes efficiently. Before adding the application to the environments, make sure to check out everything you need to know about environments and its limitations.

2.1. See how to add application to the environment

2.2. Steps to add applications to the environment 

NotesNote: When the environment is enabled, existing users with the Developer role will be removed from the application. They can be re-added for development and stage environments as needed. Click here to learn more about adding a developer to the application. 

Applications can be added to the environments in the following instances:

  1. During the creation of application
  2. After creation of the application

2.2.1. Adding application to environment during application creation   

  1. While creating an application, select the Enable Environments checkbox.
  2. After creating the app, you will be redirected to the Development Edit mode, where you can build the application as required.
  3. Navigate to Environments under the Deploy section.The application for which environments were enabled upon creation will be listed in the Environment Dashboard page and its status will be shown in each environments (Development, Stage, Production).

    Learn about the statuses of the application in the development environment.

2.2.2. Adding application to environment after application creation

If environments were not enabled during application creation, the application can still be added to environments later through the Solutions or Environments page.

  1. Adding from solutions
  2. Adding from environments

Adding application to environment from the solutions page 

  1. Go to Solutions, click More on the preferred application card, and select Add App to Environment in the preferred application card.
  2. Click Add in the confirmation popup.

The app will be added to the environments, and app creation will be initiated in the development environment provided all the validations are successful. If validation is unsuccessful, then the specific issues preventing the app from being added to the environment will be listed in a popup. You'll have to resolve all the errors to proceed further and add the application to the environments. Learn more about the limitations on which the errors may occur.


Adding application to environment from the environments page 

  1. Navigate to the Environments under the Deploy section and click the Add Application button.
  2. In the Add applications to environment pane, click the + Select Application button. Choose the required applications that need to be added to the environment.

    Note: The selected applications will undergo validation for errors. If any errors occur during validation, please follow these troubleshooting steps.

  3. Click the Add button.
    Learn about various statuses that will be displayed in the environments.
Notes

Note:

  1. You can select a maximum of 10 applications to add to environment simultaneously.
  1. In certain instances, the apps will be added to the environment, but the app will not be created in development environment. In such cases, the app creation should be done manually as explained in 
    this section
    .

2.2.3 Adding applications with dependencies to environment

Dependency

Dependency refers to a relationship where an app either uses a component from another app or has its component used by other apps. Let's say that the Library Management app has a lookup field that references employees from Employee Management app. This creates a dependency relationship for both apps.

 

Dependency can be either direct(as stated in the above example) or indirect(through a chain of dependent apps). For example,  App A has dependency on App B and App B has dependency on App C. Here, eventhough App A doesn't have dependency directly with App C, it still has the dependency relationship through App B. Thus, both App B and C are considered as dependent apps of App A.

 

Types of dependencies

Based on these dependency relationships, there are two types of dependencies. (Say, there are four applications A, B, C, and D)

  1. Acyclic dependencies - Applications linked in a linear relationship. (A --> B --> C --> D)
  2. Cyclic dependencies - Applications linked in such a way that they form a loop. ( A --> B --> C --> D --> A, here app D depends on app A, which creates a cycle)

          

 

Adding dependent apps to environment

When an application having dependencies with other apps is added to the environment, its dependent apps will be automatically listed, and they must be added together to the environment. Imagine that in a Library Management application, there is a page Library Dashboard in which a form Add Employee from the Employee Management application has been embedded. Now, both Library Management and Employee Management apps are dependent apps to each other. To add any one of these apps to the environment, both should be added together to the environment.

 

Acyclic dependent apps can be added to environments, whereas the applications that form cyclic dependencies cannot be added to environment.

 

To add applications with dependencies

  1. Navigate to Environments under DEPLOY and click Add Application.
  2. In the Add applications to environment slider, click the + Select Application button and choose the application that you want to add. Its dependent apps will be listed automatically.
    To understand how the apps are related, click View dependencies adjacent to Dependent Apps.
    The Application References pop-up will appear, which displays the relationships between the apps. Upon clicking any app, its dependencies will be highlighted. The red color arrow denotes cyclic dependency and the blue color arrow denotes acyclic dependency. Read A ---> B as " A app depends on B app". In this relationship, B is the source app that provides components, and A is the dependent app that uses the components from B.

    Choose an Application in the right pane dropdown to view its references in other apps. 
    1. Uses tab - The selected application uses the components of the applications listed.(In the above example, the Library Management app uses a component of Employee Management)
    2. Used by tab - The components of the selected application is used by the the applications listed. (In the above example, the Employee Management app is used by the Library Management app)
    3. Click OK to go back.
  3. Click Add. The applications will be added to the environments.

Once apps are added to an environment, they will be created in the development and stage environment. Until all the dependent apps are created successfully in development and stage, all the apps will be locked. Apps can only be edited after successful creation.

 

2.3 Troubleshooting errors     

2.3.1 Errors while adding application to environment 

There is a possibility that the apps selected for adding to the environments from the environments section may face errors during the validations. In such cases, the apps cannot be added to the environments.

To proceed further, you can either resolve all the errors in the apps or deselect the apps that are facing errors.

  1. The apps that encountered errors will have the 'Error Details' tag. Click Error Details to view the errors that occurred.

     
  2. A popup containing the list of the errors will be displayed. Resolve the errors and click the Refresh icon.

    Once all errors are resolved, the Error Details tag will be removed from the app. If other apps also have errors, follow the above steps and resolve all the errors.
  3. Click the Add button. The applications will be added to the environments.

2.3.2 Errors after adding application to environment 

After adding apps to the environment, the apps will be created in the development and stage environments. If this creation is unsuccessful in any one of the environments, the status will be shown in the respective app as shown below.

 

To resolve:

  1. Click the error status of the app to view the detailed summary. A slider will appear.
  2. You can perform any of the below options to resolve this:
    1. Create the app again in the respective environment: Click Retry to create the app again in the respective environment.
    2. Remove app from environment and add again: Click the Remove from Environment button, resolve the error shown in Error Summary, and add the app to the environment again.

 

2.4 Create app in development environment     

When an application is added to the environments, the app is automatically created in the development environment. However, it can be created simultaneously for a maximum of three applications. Due to this, the applications will be added to the environments, but the app creation in the development environment will not be initiated. This will occur in the following circumstances:

  1. When you try to add more than three apps to the environments at once.
  2. When you try to add three apps to environments but development creation is already in progress for other applications. In other words, the number of apps being added should be equal to the number of vacant slots in queue for the Development environment's app creation. Otherwise, the Development environment creation will not be initiated.
  3. When you try to add more than three sets of dependent or independent apps. In other words, an app with its dependent apps are considered one app for this count.

 

In the above scenarios, the applications will be added to the environments, but the app will not be created in the Development environment. You will need to manually create the app in the Development environment by following the steps below.

  1. Navigate to the Environments module, click the horizontal ellipsis next to the preferred application without development environment, and choose the Create & Edit option.

The app creation in the development environment will be initiated, and the status will be Creating development app. Once the app is created in the Development environment, it will be created in stage environment. After completion, the status will be changed to Development app creation complete and v1.0 in development and stage environments respectively. Apps can be edited after the successful completion.

Refer to the
environment status page to learn more about additional statuses.
     

3. Points to note      

  1. The application can be edited in the development environment only after the successful app creation in development and stage environment. Application will be locked till then.
  2. Cyclic dependent apps cannot be added to the environment.

 
4. Related links    

  1. Understanding environments

What's next
Previous step
What's next
After adding applications, you can edit it as required and publish to stage and production environments. Further, learn how to manage apps in environments
Previous step
Before diving to learn about adding applications in the environments, make sure you understand environments and their functionalities across Creator.
 

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        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 LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              WCAG

                                        Create. Review. Publish.

                                        Write, edit, collaborate on, and publish documents to different content management platforms.

                                        Get Started Now







                                                          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


                                                                • Desk Community Learning Series


                                                                • Digest


                                                                • Functions


                                                                • Meetups


                                                                • Kbase


                                                                • Resources


                                                                • Glossary


                                                                • Desk Marketplace


                                                                • MVP Corner


                                                                • Word of the Day


                                                                • Ask the Experts


                                                                  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 Demo

                                                                                                    Get a personalized demo or POC

                                                                                                    REGISTER NOW


                                                                                                      Design. Discuss. Deliver.

                                                                                                      Create visually engaging stories with Zoho Show.

                                                                                                      Get Started Now








                                                                                                                          • Related Articles

                                                                                                                          • Add to applications as developer

                                                                                                                            This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. Developers are users who have been granted permission by the super admin or admins to edit the application schema in Zoho ...
                                                                                                                          • Application statuses in environments

                                                                                                                            What does this page cover? Learn how environment statuses reflect the state of your application when adding or publishing it in environments. Before you proceed, ensure you have a clear understanding of environments and the process of adding and ...
                                                                                                                          • FAQs: Introduction to Applications

                                                                                                                            This page serves as a comprehensive guide for users new to Zoho Creator covering various aspects such as application theme customization and demonstrates seamless functionalities for edit, delete, and duplicate actions. What is an application? An ...
                                                                                                                          • Remove applications from Environments

                                                                                                                            What does this page cover Learn how to remove applications from an environment. This disables the environment feature for those apps, but allows you to access them as non-environment apps. These standalone apps will be available under Solutions. ...
                                                                                                                          • Test application changes using a test environment

                                                                                                                            Requirement Workflows in an app have to be tested to ensure it is working as expected, before releasing the updates to users. Use Case An order management app contains two forms, one to store products details, and the other to store order details. A ...
                                                                                                                            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