Understand custom apps | Zoho Creator Help

Installing and managing distributed apps

1. What does this page cover?  

This page explains how users can install apps, whether from Zoho Marketplace or privately distributed and how they can view and install updates published by developers/partners.
2. Availability
Super admins with a Zoho Creator account can install apps, whether available on Zoho Marketplace or distributed privately by a developer, into their account.

3. Overview 

Zoho Creator gives you the ability to install custom apps designed using Zoho Developer Console to meet your business needs. Zoho Marketplace offers a variety of low-code apps that can be added to a Zoho Creator account quickly, and privately distributed apps ensure exclusivity by offering users tailored solutions that meet specific needs.

3.1 Marketplace distributed apps

Zoho Marketplace is a platform where you can find and install low-code apps built by developers. These apps are designed to meet diverse needs, and you can easily integrate them into your Zoho Creator account without having to build from scratch. This approach saves time and effort, allowing you to quickly leverage fully functional applications that cater to your requirements.

3.2 Privately distributed apps    

You can easily collaborate with a developer/partner to build custom apps that meet your unique business needs, and they will create an app tailored to your exact specifications. Once the app is ready, it can be shared privately with you, ensuring that only you can install and access it. This approach offers the flexibility and customization your business requires, while maintaining privacy and exclusivity, as the app won’t be available to the public on Zoho Marketplace.

4. Installing an application  

4.1 Marketplace distributed apps 

To install an application, you need to have a Zoho Creator account. Once you're in your account:
  1. Navigate to the Operations tab in the left pane of your Creator account. Click Marketplace under Applications. You can also install applications by navigating to Zoho Marketplace > Custom apps.
  2. Under the Custom Apps tab, click the app you want to install.

InfoTip: Using filters and search, you can easily browse for apps based on your requirements using the default filter options: Categories, Edition, Price, and Rating.

  1. Click Install. For paid apps, click the Buy now button and complete the payment to proceed with the installation.
  2. A confirmation pop-up will be displayed explaining that you'll be sharing personal details with the vendor(developer/partner). To proceed, accept the terms and conditions and click Install.
  3. Click Continue to proceed with the installation.
Note: Installation time depends on the complexity of the app. Usually this process takes a couple of minutes. 
Once the app has been successfully installed, you'll be redirected to the live mode of the application to continue using it.



4.2 Privately distributed apps 

  1. Accept the email invitation from the developer/partner to allow them to start sharing applications with you.
  2. Install the app by clicking the Install Application button in the email sent to your account.
You will be redirected to your Zoho Creator account; click on Install to start the installation.


Once the app has been successfully installed, you'll be redirected to the live mode of the application to continue using it.

4.2.1 License Types & Validity
When a developer privately shares an application, they choose how long you can access and use it through licensing. The app can be shared under one of the following license types:

Trial License
A Trial License gives you limited-time access to explore the application before making a purchase decision. You can use this license for a hands-on experience of the app for 15, 30, or 60 days, as defined by the developer.
  1. The validity of the installed application begins from the time the application is installed in your account.
  2. Once the trial ends, the app will be permanently disabled in your account. You will still be able to view the existing data, but you won’t be able to add new data.
  3. If the app meets your business needs, you can contact the developer to continue using it. They can convert the same app to a Subscription License, giving you uninterrupted access going forward.
  4. After the trial ends, the developer can permanently delete the app from your account  including all its data.
Security tip: The app is shared for evaluation purposes, so use only test data when trying the functionalities of the application. Once the trial expires, the developer can permanently delete the app and its data from your account at any time.

Subscription License
A Subscription License lets you continue using the application for an extended period. You can use this license when you're ready to adopt the application for active use. It grants access for an extended period, based on the validity set by the developer, either for a fixed number of months or with no expiration. 
  1. Months – The app will remain active for the specified number of months (from 1 to 36). 
    1. Validity of the installed application starts from the time the application is installed in your account. 
    2. Once the subscription period ends, the app will be disabled, and you will only be able to view the existing data without adding new entries.
    3. Developers are also able to fully block access to the application once your subscription expires. This means you won’t be able to access the app at all, even in read-only mode. You can still download the data of the application through Backup>Download under Operations.
    4. You can contact the developer to renew the subscription. Once renewed, the app will be automatically re-enabled in your account.
  1. Lifetime – The app has no expiration date and will be accessible indefinitely from your account.

5. Managing applications 

Zoho Creator enables you to manage all the installed applications, allowing you to perform the following actions:
  1. Accessing the apps
  2. Viewing app settings
  3. Viewing app details
  4. Updating apps
  5. Viewing version history
  6. Enabling/disabling apps
  7. Deleting apps

5.1 Accessing the app

The installed application can be accessed from the Solutions page. You can filter the apps by using the Installed apps filter from the dropdown.


Alternatively, navigate to Operations > Marketplace, and select the app under the Installed Application tab. Click the ellipsis next to the app or in the detailed view page of the app. Choose Access Live to view the application.

5.2 Viewing app settings 

If the installed application is from a vendor, developer or partner, you can access the Settings page, which includes:
  1. Permissions: View user permissions and portal user permissions, including all roles and data sharing options provided by the developer.
Note: These permissions are view-only and cannot be edited.
  • Personalization: Customize the language settings of your app under Localization. By default, custom apps are available in English, but you can choose from the following options:

  1. Specific Language: Set a preferred language for all users.
  2. Browser Language: Automatically translate the app's UI elements based on the user's web browser language settings.
  3. Zoho Account Language: Translate the app's UI elements based on the language set in the user's Zoho account.
  4. User's Preferred Language: Allow users to switch between multiple languages.
 Note: Editing  the application is not available for installed apps developed and published by vendors (developers/partners) due to source code protection.
However, if it's a gallery application by Zoho, you can edit the application after installing it, and also environments can be enabled.


5.3 Viewing app details  

To view your installed applications:

  1. Navigate to Operations > Marketplace in your Creator account.


  2. Click Installed Applications.

You can view the details of your installed apps here:
  1. Application - Refers to the application name
  2. Version - Current installed version of the app
  3. Subscription - Not applicable (for privately distributed apps), Free, Paid, Trial Expired, or Plan Expired
  4. Status - Status is Enabled, by default, but can be disabled from your Solutions page
3. Click on the desired application to view the installation source, developed by, installation details, update details, and the version history of that application.


5.4 Updating apps

When there is an update available for an application, you can update by following these steps:

  1. Click on an app under the Installed Applications tab to view its available updates.

  2. In the Updates tab, click the Update button adjacent to the version to install the update.

Updates can only be applied in sequential order. The next update will only be enabled once the current update has been successfully installed. For example, the current version of the application is V3.0, and versions V4.0 and V5.0 are available for update. The latest version, V5.0, can only be taken up once V4.0 is installed successfully.
  
  1. Click Continue in the confirmation pop-ups to proceed with installing the update. When the update is being installed, the application remains inaccessible.


    InfoTip: It is recommended to schedule your updates during non-business hours.

  2. It is recommended to schedule your updates during non-business hours.
While you're updating your application, you might encounter any of the following statuses:
  1. Data Loss Warning: On clicking update, if there's a potential data loss (for example, if a component is being deleted by a developer and a new version is published), you'll be prompted with the relevant details of the components being deleted.

InfoTip: You can make a backup of your application before updating it to prevent potential data loss.
  1. Data migration in progress: Certain app updates may require data to be updated; for example, when a formula field expression is updated, it results in the recalculation of existing data. In such cases, the Data migration in progress status will appear. By clicking on this status, you can view the specific data that will undergo changes.
  2. Error occurred: If an error occurs during the update, an Error occurred during update status will be displayed. Clicking on this status will allow you to view the error summary along with the details for the support.
For installed apps, the system may disable the application after a set time if the user remains on a deprecated version (Marketplace) or fails to install a mandatory update (privately distributed).
  1. Marketplace distributed apps - If you're using a system deprecated version of the application, it will stop functioning and will be automatically disabled within 120 days. To avoid the app being disabled, always keep it updated to an active version. The app can be enabled after updating to the active version.
  2. Privately distributed apps - For apps privately distributed, if a mandatory update is available, you need to update the app to the mandatory version within 30 days. To avoid the app being disabled, always keep it updated to an active version.
Once the update is installed successfully, you can continue using the application.


5.5 Viewing version history

The Version History tab lists details like all previous versions up to the current installed version, the email address of the super admin of the account, and the installation timestamp. To access the version history tab,
  1. Click on an app under the Installed Applications tab.

  2. Click the Version History tab in the page.

5.6 Enabling/disabling apps

The installed application will be disabled automatically under any of the following cases:
  1. Marketplace app subscription expiration - For apps distributed through Marketplace, in case of an application subscription expiration, your app will be disabled. To enable it, click Renew from the pop-up. You'll then be directed to the payments page in Marketplace to renew your application. The app can only be enabled if the subscription is renewed. Alternatively, you can renew the subscription from the Application Details view page as well.
  1. Update to new version - For installed apps, the system disables an application if it has not been updated within a specified time period. This can be due to the user using a deprecated version or as a mandatory update has been sent by the developer.
To disable or enable an application manually:
Hover over any of the installed applications and click on the horizontal ellipsis that appears. Select Disable/Enable.

Note: Once an application is disabled, you cannot add or modify records related to it.
  

5.7 Deleting apps

Deleting will remove the application from your account. To delete an application:
  1. Navigate to Operations > Marketplace > Installed Applications.

  2. Hover over the desired application that you want to delete and click the horizontal ellipsis. Select Delete.

    Alternatively, you can delete the application from the application details page by clicking Delete under the horizontal ellipsis, as shown in the screenshot below.

Note: On deleting an installed application, installed connections associated with it, will also be deleted.

5.8 Managing installed connections

When you install an app(from Marketplace or shared privately) containing connections, those connections are referred to as installed connections. When a partner shares an application or when you install one from Marketplace, connections configured by the developer are part of the app's setup. 
Note
- You can't edit, delete, or reuse installed connections in any of your other applications. Disabling an installed connection's access to its associated application is also restricted.
- The app access for system connection can;t be disabled until the references are removed.
5.8.1. Accessing connections
Users can view installed connections() in live mode through the Connections tab under Microservices or from the connections slider in the live mode of the application. Each connection is accompanied by the following details when accessing from the Details page:
  1. Service Name: Indicates the associated external service.
  2. Permission: Shows the permission granted to the service.
  3. Authorized Owner: Displays the auto generated authorized account name (this can be edited).
  4. Status: Shows whether the connection is active.
  5. Authorize Button: Allows authorization if not previously done.
  6. Connection Type: Represents Admin, System, or User connection with distinct icons.
  7. Installed details: Installed by and when.
  8. Others: Authorize button to allow authorization if not previously done, switch, and revoke authorization buttons.
When accessing from the live page:
  1. Service Name: Indicates the associated external service.
  2. Authorized Account: Displays the auto generated authorized account name once the connection is authorized (this can be edited).
  3. Connection link name: Displays the link name of the connection created.
  4. Permission: Shows the list of permissions granted to the service.
  5. Status: Shows whether the connection is active.
  6. Others: Authorize button to allow authorization if not previously done, switch, and revoke authorization buttons.
5.8.2. Authorizing a connection
      1. Log in to your Zoho Creator and navigate to the Connections tab under Microservices.
      2. Select the connection that was installed and click Authorize.
      
Note: Depending on the type of connection the other users can also authorize connection.
5.8.3. Switching authorization
Depending on the type of connection, the user can update authorizations when existing credentials expire or need replacement:
      1. Select the desired connection and click Switch.
      
      2. Choose an account and click Reauthorize.
For OAuth2 connections, you will need to grant access within 90 seconds.

5.8.4. Revoking authorization
Depending on the type of connection, the user can revoke a connection’s authorization, stopping its use across all associated app components:
Select the connection and click Revoke.


5.8.5. Enabling/disabling connection
You can enable or disable an installed connection from the Connection Details page by clicking the More icon present on the page.


5.8.6 Point to Note
  1. A single connection cannot be reused across multiple client-side apps.
  2. Each connection must be authorized per app to maintain data security.
  3. Connection updates initiated by developers will prompt re-authorization on the client side.
  4. On deleting an installed application, the installed connections associated with it will also be deleted. 

6. Limitations

  1. Date and time settings cannot be configured for an installed application.
  2. The App URL and App icon provided by the developer cannot be modified by the user.
  3. Roles and permissions provided by the developer cannot be modified by the user.
  4. For installed applications, page variable settings with their defined and current values provided by the developers cannot be viewed due to source code protection.
  5. Updates can only be applied in sequential order, meaning the next update will only be enabled once the previous one is successfully installed.
  6. Updates are prioritized over payments for installed applications. For instance, even if the payment and Creator account are active, if the customer is using a deprecated version of the app, it will automatically be moved to a disabled state.
  7. For installed applications, users can't enable environments.

      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 FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              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
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

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

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

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

                                                                   
                                                                    

                                                                  Videos

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

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    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

                                                                                                                            • Creating and managing apps

                                                                                                                              This help page is for users in Developer Console version 6. If you are in the older version (Developer Console 5), click here. Know your Developer Console version. 1. What does this page cover? This page will help you get started with understanding ...
                                                                                                                            • Installing custom apps and extensions

                                                                                                                              This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. Install apps Navigate to the Operations tab on the left pane and click Marketplace under Applications. Click Custom Apps or ...
                                                                                                                            • Publishing and managing Marketplace apps

                                                                                                                              This help page is for users in Developer Console version 6. If you are in the older version (Developer Console 5), click here. Know your Developer Console version. 1. What does this page cover? Learn how to submit your applications to Zoho ...
                                                                                                                            • Understanding private distribution of apps

                                                                                                                              This help page is for users in Developer Console version 6. If you are in the older version (Developer Console 5), click here. Know your Developer Console version. 1. What does this page cover? Learn about the process of privately distributing ...
                                                                                                                            • Adding and managing Clients

                                                                                                                              1. What does this page cover? Learn about the Clients section and how to distribute your applications privately with your clients through the Zoho Developer Console. 2. Availability The super admin can create applications, add clients, and manage the ...
                                                                                                                              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