Manage Application Summary | Solutions | Zoho Creator Help

Manage Application Summary

The application summary page is a cumulative view of the application in Zoho Creator. This page serves as a common navigation point to branch out into various modules and perform actions relevant to those modules from here, and view the details related to those modules. It provides a dashboard like view for the application and the page houses the following information:
  • Application Details - You can rename the application, change the icon and its color, edit the application URL, and set sign-in options in this section.
  • Environment details - You can enable environments for the application, which lets you manage the application in different environments like development, stage, and production. Learn more 
  • User details - You can add users to access your applications and set roles and permissions for them in this section.
  • Portal details - You can create a customer portal for your application, using which external users can log in and access applications shared with them. Learn more
  • Mobile application details - You can create a mobile app version for your Creator application in this section. Learn more

To Navigate to summary page:
  1. Go to the  Solutions  tab where the application is listed.
  2. Hover on the required application.
  3. Click the ellipsis icon.
  4. Click on  Summary .

    The application summary page will appear. You can perform the following actions here:

Edit application details

   You can change the application icon color, icon, application name, URL, and sign in options.

   To change the color of the icon

    1. Hover on the default icon and click Change.                         

    1. The background color and foreground color of the app's icon can be changed here. All these changes will be applied to your app's icon, as shown in the preview.

    2. You can customize the app icon's background and foreground color (the app icon's color) using any of these methods:
    •   Paste the hex value of a color in the color input box under Background Color or Foreground Color.
    •   Select a color by clicking the color icon.
      1. Choose from the Preset Colors and Standard Colors provided in the color picker. You can also click More Colors to choose from a wide range of colors.


    To change the icon of your application

  1. Click on the device icon to navigate to the Design view of the device of your choice. 
  2. Click Apply. The app icon will be updated accordingly.

    To change application name

    Click on the edit button beside the current application name. 
                 

    To change URL

    Click on the edit button beside the URL.

    To change the Sign In option

    We offer alternative sign-in methods beyond Zoho to accommodate diverse user preferences, facilitate faster onboarding, and enhance overall ease of use. You can choose the preferred sign in option for the users to login into your application. Currently, Creator supports signing in via Zoho, Google, GoogleApps, and Yahoo services. The default sign-in option will be set to Zoho.  

    To set your preferred sign-in option:

    1. Navigate to Solutions > Click the ellipsis icon near the required application > Summary.

    1. Click the option shown below Sign In Using.

    2. In the pop-up that appears, choose the required sign in option from the Select account dropdown and click Add


       Things to Know

    • When Zoho is chosen, you can choose whether to allow federated logins and new sign ups.




      1. Show federated logins

        1. If Yes is chosen, federated sign in options will be shown on the sign in page as displayed in the above image.

        1. If No is chosen, other sign in options will not be shown; only Zoho users can sign in.

      1. Show signup link

        1. If Yes is chosen, the sign up link will be shown; this allows new users to sign up.

        1. If No is chosen, the sign up option will not be shown.

    • If an option other than Zoho is selected, the corresponding service's sign-in page will be displayed upon signing into their account. On successful sign-in, the user will be redirected to their account's homepage. Eg. if Google is chosen as the sign in option, then on accessing the application url, the Google sign in page will be shown. Once the user signs in to google with their credentials, they will be redirected to the required application.



    • Users' whose email addresses have been added in the Users section can only sign in and access the application shared with them.

    • When a new user creates an account using the sign-up link, they can successfully create an account. However, to access the application, the admin must add them as a user in the specific application afterwards. 


    Enable environment

    You can enable environment option for the application.  Learn more 
    Add user

    You can add users to your application.  Learn more 


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