Zoho Creator Upcoming Updates — March 2023

Zoho Creator Upcoming Updates — March 2023

Hello all!
 
Zoho Creator continues to rapidly develop new features and functionalities to help you solve your business challenges. We'll never cease working to amaze you with incredible new updates. And today, we're announcing a neat range of features coming up in March.
  • Form drafts
  • Vertical subforms
  • Creator Extensions
  • Zia Help Assistant
  • Screen Record by Quartz in Zia Help Assistant
  • Activity-based user filter
- - - - - - - - - -

Form drafts

Sometimes, your users may find it difficult to finish filling in a form containing a large number of fields. It may take them significant amounts of time, as they don't have all details available at hand—or they could be interrupted and lose the opportunity to complete the form.
 
In such cases, your users will appreciate it if they can save the partially filled forms and then come back later and resume working on them without any data loss. With this in mind, we'll be launching the Save as Draft feature, which allows users to save up to 3 drafts for each form, for a period of 15 days.
 
Where can I enable it?
Navigate to the required Form -> Form Properties -> Save Draft section. Then tick the checkbox beside Enable users to save form as draft and resume editing later option.

 
What should my users do?
  • While filling in the form, they'll see a Save as Draft button. Clicking on it will save the progress they've made up to that moment.
  • The View drafts option will list their saved drafts. Click on the required draft to continue editing it and then submit the form.


 
How do I benefit?
The Save as Draft feature, apart from reducing the hassle for your users, also helps in lessening the risk or impact of accidental data loss.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 05-Jul-23
 
- - - - - - - - - -

Vertical subforms

Subforms are an invaluable part of Forms, as they enable you to collect and visualize line items in a form. Taking it up a notch, we'll now be introducing the possibility of displaying a subform as a popup, with vertical listing of its fields.
 
Consequently, with the introduction of the new popup option, we'll be adding a new section,View type, within the Field Properties pane of subforms. Further, the existing method of displaying subforms has been christened Grid in the View type section, and it'll be the default option going forward. The vertical listing of subforms as popups are called List.
 
Where can I enable it?
Navigate to the required Form -> Subform -> Field properties -> View type. Here choose the List option.
 
 

How do I benefit?
By displaying subforms as popups, you can simplify the tedious process of filling in forms with a large number of fields, thereby achieving a superior user experience during data entry processes.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 17-Apr-23

- - - - - - - - - -

Creator Extensions

With the aim of enhancing the versatility and extensibility of Zoho Creator, we've come up with a brand new functionality called Creator Extensions .  This will open up the possibility of building and delivering Creator components as independent add-ons known as  extensions , which can be distributed to other Zoho Creator users who can then install and use them in their applications. Extensions enable the delivery of a customized range of functionalities which are not available by default in Creator.
 
Note: In the initial phases, only widgets can be offered as extensions. More components will be added later.
 
Working with extensions
Get started by building a widget, then turn it into an extension in Sigma, test it out, and publish it. You can choose to distribute it publically on Zoho Marketplace, where it will be available for all. Later, you can add enhancements and publish new versions.
 
The lifecycle of an extension

 
How do I benefit?
You can use our low-code platform to turn your breakthrough ideas into profitable endeavours by building powerful extensions and selling them on Zoho Marketplace. All the while, you can easily manage the entire lifecycle of these extensions.
 
Applicable for: C6
Availability: All DCs
Released on: 23-May-23

- - - - - - - - - -

Zia Help Assistant

Zoho Creator's no-nonsense approach to low-code development, the robustness of the platform's performance, and recent big-ticket investments into AI has been well appreciated by all.
 
With that in mind, we've come up with a very intuitive new assistant, whose AI-assisted guidance will help upskill your command of Creator and learn more with contextual help. Further, this new, powerful, and all-encompassing help widget will show the entire range of options available to assist you.


          
Zia - Our very own AI assistant will scan the entire knowledge base and auto suggest relevant help articles based on your current screen. Say you're in the Solutions section—Zia will list off the articles explaining the procedure to create different solutions (Applications, BI & Analytics, and Integration Flows). Being powered by an advanced NLP engine, Zia has the ability to understand your questions, identify patterns, and suggest the best answers to deliver the assistance you need.
Contact - You'll get a list of our common toll-free support phone numbers. Call us at the number shown for your country and get support over the phone.
Chat - Live chat is a faster and more convenient way to get in touch with our support team. Get instant responses to aid you with your questions.
Support - Use this option to send questions/feedback to support via email. Additionally, from here you can also allow the support team to access your app and help you out. Finally, you can also use the Screen Record option to send us a video recording of the issue you are facing. More details on the Screen Record feature is given further below in this post.
How do I access it?
  • Just click on the Help option present in the bottom toolbar of Zoho Creator.
  • Then choose the support option you prefer and proceed.
How do I benefit?
Apart from an improved and seamless support experience, the widget will help you get faster resolution, which can improve your business performance and productivity.
 
Applicable for: C6
Availability: All DCs
Released on: 11-May-23
 
- - - - - - - - - -

Screen Record in Zia Help Assistant

Pushing the boundaries of contemporary support tools, we'll be launching Screen Record by Quartz, an error debugging and virtual diagnostic tool.  This privacy-first tool will be introduced as a built-in functionality within Zoho Creator, and will be incorporated within the new Zia Help Assistant.
 
There may be certain cases that can be better conveyed to our support team via a video rather than other options. Instead of writing it all out, you can just record your screen, replicate the issue, and send the video to us without breaking a sweat.
 
What it means for you
The tool doesn't stop at just letting you record your screen. It comes with an easy video editor which provides quick provisions to further describe your issues, like adding annotations, augmenting a recording with voice overlays, and much more. Most importantly, for privacy purposes, you can trim the video or blur out sensitive portions of the recording to hide important data (like email addresses, etc).
 
What it means for us
Apart from providing visuals to our support team, this tool is powerful enough to collect, upon you granting consent, relevant data—like client-side and server-side diagnostic metrics, application logs, and network diagnostics—to help us understand the issue better and pinpoint the problem at hand more swiftly.
 
How does it benefit you?
You can now promptly convey the issue you are facing using Screen Record by Quartz and get accelerated ticket resolution times with no compromise on your privacy, security, or productivity.
 
Applicable for: C6
Availability: US, EU, AU and IN
Release on: 11-May-23
 
- - - - - - - - - -

Activity-based user filter

Users logging in to their accounts may seem like a trivial everyday occurrence. But keeping track of user login activities enables an organization to monitor behavior exhibited by its users, and helps in performing analysis and bulk actions on users for smoother user management.
 
Further adding on to the existing filter options (based on application and user status) under Users, we'll be adding a new option, based on Last login.
 
How to do it?
Navigate to Users-> Filter . Then click on Last access and choose the required filter criteria from the dropdown.
 
How do I benefit?
The filter can help you monitor and audit users based on their login activity in your account, and get actionable information to accelerate the user management process.
 
Applicable for:  C5, C6
Availability: All DCs
 
- - - - - - - - - -
 
We'll notify you as these features are rolled out. In the meantime, let us know what you think about these updates in the comments below!
 
That's all we have for March! We'll be back soon with another set of updates.
 
Regards,
Zoho Creator Team

    • Sticky Posts

    • Introducing Zoho Creator's 2025 Release Projection 2

      Hello Creators! I'm Prakash, from the Creator product management team, and today I'm delighted to unveil our next set of features as part of Release Projection 2 for 2025. With thoughtful analysis and planning, we've curated powerful new capabilities

    • Zoho Creator - 2023 Release Projection 1

      Hello everyone! A very Happy New Year to you and your family. Hope you're all good and having a great time using Zoho Creator to make your lives easier and your businesses prosper. 2022 was an action-packed year for us at Creator, and we hope to continue

    • Zoho Creator User Group meetups in a city near you! - Oct - Nov, 2023

      Greetings from the Zoho Creator team! We're hosting a series of Zoho Creator meetups in various cities across the globe, and we'd love to meet you there! Our meetups are a great opportunity to network with industry peers, exchange ideas and best practices,

    • Zoho Creator - 2023 Release Projection 2

      Hello everyone! Time truly flies when you're having an incredible journey, and today we mark the completion of an eventful and action-packed six months. It feels like just yesterday when we embarked on this adventure together with the launch of our new

    • Upcoming Updates - August 2022

      Hi all, Greetings from the Zoho Creator team! Today we've got news for you on some exciting updates. And rest assured— there’s more to come! In this post, we'll be going over the upcoming features and improvements for this month as mentioned below. A

      • Recent Topics

      • filtering lookup field options based on information in another module.

        In our CRM system. We have the standard Accounts and Deals modules. We would like to introduce the ability to classify Accounts by Sector. Our desired functionality is to have a global list of all sectors that an Account can select, with the ability to

      • Service op locatie organiseren met Zoho FSM: waar lopen organisaties tegenaan?

        Bij organisaties met service teams op locatie merken we vaak dat de complexiteit niet zozeer in de planning zelf zit, maar in wat er rond die planning gebeurt. Denk aan opvolging na interventies, consistente servicerapporten, en het bijhouden van installaties

      • Introducing Assemblies and Kits in Zoho Inventory

        Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

      • Does the ability exist to make tax on the customer profile mandatory?

        I am reaching out to inquire about the possibility of making the "Customer Tax" field mandatory when creating a new customer in Zoho. We want to ensure that all customers have their tax information recorded to maintain compliance with our internal processes.

      • email association with CRM

        Why is it 2024 (almost 2025) and Zoho has not figured out how to integrate email with CRM? It is so inconsistent at associating emails within CRM. I am an attorney. I have clients and work with other attorneys. Attorney John Doe is associated with multiple

      • Fix the speed

        It takes ages to load on every step even though my dataset is quite small.

      • Credit Note for Shipped and Fatoora pushed invoices

        We have shipped a Sales Order and created an Invoice. The Invoice is also pushed to Fatoora Now we need to create a credit note for the invoice When we try it, it says we need to create a Sales Return in the Zoho Books, we have already created a Sales

      • FSM - Timesheet entires for Internal Work

        Hi FSM Team, Several of my clients have asked how they can manage internal timesheets within Zoho FSM. Since their technicians already spend most of their day working in FSM, it would be ideal if they could log all working hours directly in the FSM app.

      • Add a way of clearing fields values in Flow actions

        It would be great if there was an option to set a field as Null when creating flows. I had an instance today where I just wanted to clear a long integer field in the CRM based on an action in Projects but I had to write a custom function. It would be

      • Role Management

        I am creating an analytics dashboard for a company that will be utilized by its various departments such as Finance, Marketing, and HR. My goal is to design the dashboard with separate tabs for each department. Additionally, I plan to implement role-based

      • Highlight a candidate who is "off limits"

        Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,

      • Announcing new features in Trident for Windows (v.1.37.5.0)

        Hello Community! Trident for Windows just received a major update, with a range of capabilities that strengthen email security and enhance communication. This update focuses on making your mailbox safer and your overall email experience more reliable.

      • Early Payment Discount customize Text

        Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.html

      • Deprecation of SMS-based multi-factor authentication (MFA) mode

        Overview of SMS-based OTP MFA mode The SMS-based OTP MFA method involves the delivery of a one-time password to a user's mobile phone via SMS. The user receives the OTP on their mobile phone and enters it to sign into their account. SMS-based OTPs offer

      • DKIM Now Mandatory - Changes to Zoho Forms Email Policies

        Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering

      • Call description in notes

        When completing a call, we type in the result of the call in the description. However, that does not show up under the notes history on the contact. We want to be able to see all the calls that have taken place for a contact wihtout having to go into

      • Email Address for Contact not Populating

        When I click "Send Mail" from a Contact's page, their email address does not auto populate the "To" field. How do I make this happen?

      • New in CRM: Dynamic filters for lookup fields

        Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this form

      • Why hybrid project management might be the best fit for you?

        Project management techniques are designed to equip teams with proven methods for easy and efficient project execution. While management teams may have apprehensions about adopting the hybrid method of project management, we’ve compiled the top reasons

      • Allow all Company Users to view all projects, but only owner/admins can change projects

        I was wondering if there was a permission setting I could adjust to allow all our company users to see all projects created. Then, only the project owners and admins with the change permission. Thanks

      • Fail to send Email by deluge

        Hi， today I gonna update some email include details in deluge, while this msg pops up and restrict me to save but my rules has run for one year. can you tell me how to use one of our admin account or super admin account to send the email? I tried to update

      • Seeking help to be able to search on all custom functions that are defined

        Hello I have a lot of custom functions defined (around 200) and i would like to search some specific strings in the content of those. Is there a way to accomplish that? If not, is there a way to download all existing custom functions in some files locally

      • Totals for Sales Tax Report

        On the sales tax report, the column totals aren't shown for any column other than Total Tax. I can't think of a good reason that they shouldn't be included for the other columns, as well. It would help me with my returns, for sure. It seems ludicrous

      • Add Bulk Section / Grid Layout Duplicate Feature in Zoho Forms Builder

        Currently in Zoho Forms, users can only duplicate individual fields. There is no option to duplicate an entire section or two-column/grid layout with all internal fields. This becomes inefficient when building structured forms such as Family Details,

      • Leistungsdatum in Rechnungen (Zoho Books)

        Hallo, ist es irgendwie möglich den Leistungszeitraum in der Rechnung aufzuführen? Beste Grüße Aleks

      • Zoho Trident Windows - Streams Not Visible

        Namaste We’re having an issue with Streams not being visible in Trident (Windows), which is important for us as we share many emails internally. It appears that the feature to show Streams above the Inbox folder, as seen in the default mailbox view, is

      • Sales IQ Chat Widget is Only Displaying Last Name

        Can anyone suggest why the widget is only displaying "last name"?! We have the latest version of the wordpress plugin installed. Thanks Thanks!

      • Shopify - Item sync from Zoho Inventory

        Hi team, We’ve connected Shopify with Zoho Inventory. We want that when an item is created in Zoho Inventory, it must create a product in Shopify. But currently, new items created in Zoho Inventory are not getting created in Shopify even after clicking

      • Bulk upload image option in Zoho Commerce

        I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enter

      • Is it possible to setup bin locations WITHOUT mandating batch tracking?

        Hi fellow zoho users, I'm wondering if anyone else has a similar issue to me? I only have some products batch tracked (items with shelf life expiry dates) but I am trying to setup bin locations for my entire inventory so we can do stock counting easier.

      • Kill zoho meeting

        Saying the quiet part out loud. Can zoho please just give up on the idea that they can make a meeting platform and just make our workplace licenses cheaper when you remove it so people can switch to zoom or teams. Tired of the excuses, you guys cant make

      • Utilisation de Zoho en conformité avec l’article 286 du Code général des impôts (CGI)

        Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.

      • Unable to Create Task as a Support Administrator

        Hello! I want to ask for help regarding creating tasks within the tickets. I am by default the Support Admin. I should be able to create tasks or activities right? But there's a prompt that I need to contact the Administrator. See photos for reference.

      • Introducing Forms in Zoho Sheet

        We hereby bring you the power of ​forms in Zoho Sheet. ​Now, build and create your own customized forms using Zoho Sheet. Be it compiling a questionnaire or rolling out a survey, Zoho Sheet can do it all for you. Forms is an excellent feature that helps you collect information in the simplest of ways and having it in Zoho Sheet takes it a notch higher. Build Simple yet Powerful forms Building forms using Zoho Sheet is fairly simple. The exclusive 'Form' tab lets you create one quickly. Whether you

      • Layout one survey question in a time & redirect next Page based on previous response

        I have doubt while, I am scripting survey on the Zoho where I redirecting to next page based on my previous response but didn’t get success on this. Please help me on this and tell me how I layout one survey questions in a time when I submit response

      • Zoho Bookings form pre-filled with Zoho Forms in

        Hi, I've got a contact page on my website and I'd like to have the option to book an appointment (redirected to zoho bookings page) after an option is submitted on the contact form. how would I go about doing this? thanks

      • Support “Other” Option with Free Text in Dropdown Fields

        Hello Zoho Bookings Team, Greetings, We would like to request an enhancement to the registration form fields in Zoho Bookings, specifically for dropdown fields. Current Limitation: At the moment, dropdown fields do not support an “Other” option that allows

      • Sending automated messages that appear in the ticket's conversation thread

        Good morning, esteemed Zoho Desk community, warm greetings Today I am here to raise the following problem, seeking a solution that I can implement: I need to implement an automation that allows me to send reminder messages to customers when I am waiting

      • Introducing parent-child ticketing in Zoho Desk [Early access]

        Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

      • Payment Card or Identity form-fill from Vault?

        Hello! I'm working on replacing Bitwarden with Vault and one issue I've run into is that I can't find any option to fill address and payment forms from Payment Card or Identity info that has been saved in Vault. Is there a way to do this? Is it a planned

      • Next Page