Zoho Creator Upcoming Updates - October 2023

Zoho Creator Upcoming Updates - October 2023

Hello all!
 
As we step into the final quarter of this year, we're ushering in a fresh wave of improvements and new features to supercharge your experience with  Zoho Creator. Join us today as we present the newest updates and enhancements for this month:
  • App menu builder
  • Notification preferences
- - - - - - - - - -

Without further ado, let's delve in and explore each of the updates!

App menu builder

We’re excited to announce our newest addition: the App menu builder. This tool will soon be your one-stop shop for creating easy-to-use, multi-level menus for your apps. With this powerful tool, you can control how your components are organized and make user navigation easier than ever.
  • Intuitive drag-and-drop interface: This lets you effortlessly organize your components by simply dragging and dropping them to start crafting your design for the desired menu structure.

  • Hierarchical menus: Create categorized menus with ease, enabling users to explore your application's depth seamlessly.

  • Customization options: Make accessing the various sections of your app a breeze by customizing them based on your needs. Add elements (which include existing sections) and components (your forms, reports, pages) to come up with the structure.

  • We listened to your feedback and allowed the approvals menu to be rearranged. We refer to this as a system component and introduced a few others to make menu listing more flexible for the application model.

  • Finally, we'll also be launching the new Favourites option. This lets you mark your most frequently used forms, reports, and pages as favourites and easily access them.
How do I access it?
Navigate to the Design tab in the edit mode of the application and click the App Menu Builder option.

 
How does it work?
Here's a sample of how a customized menu would look in Live mode.


Illustration of a multi-level menu


A glimpse into the new Favourites section within the App Menu

 
How do I benefit from this?
The flexible app menu builder will provide your users with customized menus for an exceptional user experience.
 
Applicable for: C5, C6
Availability: All DCs
 
- - - - - - - - - -

Notification preferences

The soon-to-be launched Notification preferences feature will be a nifty addition that provides you with complete control over customizing your notifications. You'll now have the power to fine-tune your notifications by enabling/disabling the alerts on Record comments, Approval actions, and Transition actions. This helps in preventing unwanted notifications from bombarding you.

Moreover, you'll also have the option to completely turn off notifications.
 
How do I access it?
Navigate to the Notifications pane and click the Settings icon.

 
How do I benefit from this?
The Notification preferences feature offers a range of valuable benefits—enhanced relevance, minimized interruptions, improved productivity, and more—to make your user experience more pleasant.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 2-Nov-23
Reference: Notifications
 
- - - - - - - - - -
 
With that, we conclude this month's updates. Your continued support keeps us motivated, and we're gearing up to introduce even more thrilling enhancements in the upcoming months.
 
Regards,
The 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

      • [Important announcement] Zoho Writer will mandate DKIM configuration for automation users

        Hi all, Effective Dec. 31, 2024, configuring DKIM for From addresses will be mandatory to send emails via Zoho Writer. DKIM configuration allows recipient email servers to identify your emails as valid and not spam. Emails sent from domains without DKIM

      • 【Zoho Backstage】2025年7月のアップデート紹介

        本投稿は、本社のZoho Desk コミュニティに投稿された以下の記事を翻訳し、一部抜粋したものです。 What's New - July 2025 | Zoho Backstage ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 本投稿では、Zoho Backstage の直近のアップデートを3点抜粋して、ご紹介します。 目次 1.参加可否の確認：RSVP 2.証明書作成ツール：Certificate Builder 3.登録の承認 ：Registration Approval 1.参加可否の確認：RSVP

      • Can we have Backorder Management ?

        Can we have Backorder Management ?

      • Display a field of an Account on the Ticket view

        Hi there, We would like to display of the Account of the user submitting a ticket on the ticket view. See for example: How can this be achieved? It doesn't really matter where it will be placed as long as it is shown there. Thanks, Snir

      • Insurance Agencies

        I am reaching out to see if anyone has any experience in the Insurance Agency world with using Zoho exclusively for the CRM and commissions side of things. Lots of strong features like drip campaigns, meeting, calendars, emails, can all be found in here.

      • Problem with Egyptian internet ISP

        Dears,  We have problem with our ADSL internet SP, That your site not working with. So, we contact them and they asking us to contact you to solve this problem.  The problem that when we are connecting to Tedata ADSL your website not working (Business Email).  BR,, Mohamed Omar 

      • Mail Not Showing In Inbox or Sent Box

        Hi, there are mails that are not displaying in both my inbox and sent box. I just tried the iPad app and it is the same but there is a blank field where a mail should be and it refers to a server error. Please fix this.

      • Marketing Automation List Entry Criteria is no longer an option

        For a couple of years now we have used the "List Entry Criteria" option to filter our Journey recipient list. All of a suddent the option no longer exists for New Lists and I can only delete the option from existing lists but can no longer edit it. Anyone

      • GCLID arrives not in CRM with iframe integrated ZOHO Form

        Hello amazing community, I enabled Adwords integration in ZOHO CRM. I have a ZOHO Form integrated in a wordpress. I tested iframe and Javascript. I enabled the "handover" GCLID in the ZOHO Form. When I add a GLID with http://www.example.com/?gclid=TeSter-123.

      • Bidirectional sync between Zoho Bookings and Zoho CRM - Part 1

        Hey, community members! The default integration between Zoho CRM and Zoho Bookings is unidirectional, which means that any appointments booked, rescheduled, or deleted in Zoho Bookings will be reflected in Zoho CRM. However, any modifications made to

      • Is it possible to edit placeholder text?

        In the master slides I want to make sure my templates have more meaning for the users and want to replace the standard placeholder text with something more instructional. Instead of "Click to edit Mast subtitle styles" I want to have "Click to enter reporting

      • Delay function execute

        I've got a workflow which uses a webhook to send information to Flow, which in return updates a record in Creator. Problem is, by the time this has executed, the rest of my script has run and can't find the (yet to be) updated info in the record. Is there

      • How to allow download of a file AFTER information is collected?

        I can't find this anywhere. Can someone help with what seems to be a pretty basic web function today? - File is stored in Workdrive - Prospect goes to a URL where the file is located - System requests prospect to enter "Name" and "Email" - An email is

      • Add Baseline methods to API

        There are no API methods for creating or querying baselines,  Use case: Customer is notified of the current project start date according to plan via another product/integration. We would like to auto create a baseline (Automated via API) at the point

      • Bulk Fill In & Edit PO/Bill/SO/Invoice

        Hello, I am adding stock in bulk on a PO, the system is automatically populating the Rate (price) and Tax from the item data. Problem is that the bill rate is different from the rate on the item data, so I have to manually erase each and enter the price.

      • Fixed Assets beg balance

        Hello, I trust you are well I'm a new zoho books user and I find it difficult to plug in the fixed assets balance and here's what I have done: 1- I imported the fixed assets data into the fixed assets module as per the instructions 2- the import process

      • Syncing with Google calendar, Tasks and Events

        Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning

      • CRM Deluge how can link attach file with workdrive file.

        Hi, We have create file at workdrive and would like to link to attachment at crm module by deluge. Right now can only upload it to attachment but can not link the file from workdrive. Thank you

      • Feature announcement: AI-powered document generator in Zoho Sign

        Hi there! We recently announced manual document creation by offering an editor within Zoho Sign. Today, we are excited to announce AI-powered document generation to help you draft agreements, purchase orders, and other important business documents in

      • Permanently deleted files

        Is there a way to get back permanently deleted files from your account if they were accidentally deleted and no longer recoverable from the recycling bin? I know I am probably screwed but I just figured I would ask.

      • Shared Mailbox in iOS app

        Hi, On the desktop I am using a Shared mailbox for our company's general mailbox that somebody else should be able to view. In the iOS app however I can't find it? Old sources on the internet says this isn't possible but that can't be right? Somebody

      • Tip #41- Simplify Compliance and Efficiency with Zoho Assist’s Data Cleanup Feature- 'Insider Insights'

        Managing device data efficiently is just as important as securing remote access. With Zoho Assist’s Data Cleanup feature, admins can easily remove outdated or unnecessary device records, keeping the console organized and secure. This action is carried

      • Revenue Management: #6 Revenue Recognition in Professional Services Industry

        If you run a consulting firm, agency, or any service-based business, you have a situation where you have signed the contract, maybe even sent the invoice, and have received some initial payments. So, can you consider this as revenue? What if the project

      • Zoho fsm scheduled maintenance dispatch

        Hi, I'm reaching out regarding an issue I'm encountering with the Scheduled Maintenance feature in Zoho FSM. I’m trying to configure it so that it automatically dispatches all maintenance jobs scheduled within the next 150 days, starting from today. However,

      • zoho.inventory.getRecords returns no records

        I running a custom function (Deluge) in Zoho Flow with a connection to Zoho Inventory. To debug the problem, I created the test function below. It returns "Number of contacts fetched: 0". This confirms that there's no issue with the org ID or connection

      • Feature announcement - Simplifying document creation with Zoho Sign

        Hi there, We are pleased to announce the release of our document creation feature, enabling you to create, edit, and finalize documents like agreements, purchase orders, and contracts without relying on external tools or applications. <br> This

      • Integrating File Attachments in Zoho Flow Email Notifications

        Hi, I would like to be able to send an email once an entry is made in a form, and in this email, I would like to attach a file that has been added to the form using the ImageUpload (or FileUpload) widget. So, I started by creating a flow that will trigger

      • Zoho project purchases

        Hi Folks, I think having a purchase module in projects will help in putting together a project p and L. Project wise purchases and expenses.  Do let me know your thoughts.

      • Create Tasklist with Tasklist Template using API v3

        In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to

      • How can I restore all the deleted Time entries of a Task in Zoho Projects

        How can I restore all the deleted Time entries of a Task in Zoho Projects? Query: In Zoho Projects, I cloned a task and deleted the time entries from the cloned task. However, this also deleted the time entries from the original task. How can I restore

      • Is there a way to make an account inactive in ZoHo Desk

        We have a few Clients "Accounts" that we no longer do business with. It would be beneficial for them to not show up in lists. However, we want to go back and view tickets, time, etc.

      • How to set the value of the Phone field importing contacts in Zoho Desk

        Hi everyone, i'm new in Zoho Desk, we're setting up the environment and i'm importing contacts from another CRM using a file CSV and i'm getting a problem with phone numbers (italian): the leading zero is cut away, also if the value is inside double quotes.

      • Deprecation Notice: OpenAI Assistants API will be shut down on August 26, 2026

        I recieved this email from openAI what does it means for us that are using the integration and what should we do? Earlier this year, we shared our plan to deprecate the Assistants API once the Responses API reached feature parity. With the launch of Conversations,

      • How to center a field inside a section?

        I’ve been trying to center a field inside a section in Zoho Canvas. When I align it visually, it looks centered in the editor, but after clicking Save, the field appears misaligned on the actual canvas. I also tried setting the field to full width, but

      • Kaizen #192 - Implementing Custom Token Persistence in Python SDK

        Welcome back to another week of Kaizen! Last week, we discussed how to implement Login with Zoho using OAuth 2.0 and saw how to bring it to life in a real-world application with the Zoho CRM Python SDK. We also discussed how Zylker Academy built a custom

      • Showing the map along with mileage expense

        When you use the GPS to track mileage, it shows you the map of the actual path travelled. It would be very useful and practical to save that map with the mileage expense, so that when the report is created, it provides a map of each mileage expense associated

      • Enable Validation Rule for Multi-Select Picklist Field

        Zoho, Please allow validation rules for multi-select fields.

      • File Upload field not showing in workflow

        Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?

      • CRM Custom function updating a module record shows the Super Admin user as the record modifier

        Dear Zoho CRM Team, Is there any way to update this so that when a custom function has updated a record the Super Admin user doesn't become the modifier? This happens on the record as a modifier and shows up in the audit logs. It would be more useful

      • Best practice importing items and matching assemblies

        Hi, I was wondering what would be the best practice to import items and composite items (assemblies) From my backup, what should I import first? The items or the composite items? I am on Zoho one, using inventory and books. Kind regards, Sabine

      • Next Page