Community Learning Webinar: Delve deep into the core concepts of Zoho Creator | 17th June, 2021

Community Learning Webinar: Delve deep into the core concepts of Zoho Creator | 17th June, 2021

Dear developers,

Every customer has unique business needs and unique problems to solve. To be able to give solutions to these problems, to get over any stumbling blocks and to be able to build applications expeditiously that tailor to specific needs, one should gain deep understanding of the core concepts of the any tool/platform/product.

Specializing in the core concepts of Zoho Creator, and gaining an in-depth understanding of these features not only helps in boosting your confidence but also helps in spotting business opportunities.

So our next community webinar is designed as a training session that will elucidate the core concepts of Creator.

What will be covered during the session?

-> Establishing a relationship between two forms using Lookup
-> Types of lookup-Unidirectional, Bidirectional and Self lookup
-> Use cases and demonstration
-> Creating Sub forms to relate forms
-> Features of Subform
-> Unidirectional and bidirectional concepts in Subform
-> Use cases and demonstrations
-> Creating combined reports from the related forms
-> Creating and designing Record templates
-> Use cases and demonstration
-> Customer Portal to access applications in Zoho Creator


Delve deep into the core concepts of Zoho Creator

Date: 17th June 2021
Click here to register for

Presented by: Creator training team

Be a part of the webinar, reinforce your knowledge and get a dynamic learning experience.

Hoping to e-meet you all in the Training Series! Happy Learning!




        • Recent Topics

        • Viewing Live data

          Where can I see the live data that is sent from the device?

        • "In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."

          @Dr Saurabh Joshi @Haiku Technical Support @Ishwarya SG @Sparrow Hill President @Hugh Marshall "In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."

        • Canvas templates can now be shared with different CRM organizations

          ----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help

        • Formatting Mailing Labels

          I want to use the "Print Mailing Labels" function on the drop down list, but I am not seeing a way to change the formatting on the mailing labels. At the moment, the information that appears on the mailing labels ARE NOT mailing addresses, but random information.  I would also like to change be able to change the size of the labels.  At the very least I would like to know what type of labels I can get that would be the correct size.  

        • Zoho Creator Populate radio field with values with all the created rows subfor

          I have Main Form where i have a lookup field where i get brewery names and the number of tanks as a multiline text field with a list of beer names Based Brewery selected and bbt_tanks number i create rows in the subform and now i want to populate list

        • CRM to Writer Mail Merge Preview not working

          When performing a mail merge from CRM to writer the preview function does not work. I get the following error. I am a Zoho one user on a ChromeOS. I have been successfully using mail merge from CRM to Writer about 4 years. This error seemed to coincide

        • Best practice : when to convert lead to Deal

          Hello, I'm new to Zoho and run my own business. To make sure I'm using Zoho correctly, when do I press convert, from Lead to Deal, at what stage in the conversion funnel/conversation. I want to make sure I can a) monitor status of all pending lead or

        • Show Call History During a Blueprint Transition in Leads Module

          Hi all, I have a Blueprint set up in the Leads module with a transition to Reattempt Call, which updates the lead status to Attempted Contact. I’d like to know if there’s a way to show the call history or at least a summary of how many call attempts have

        • Múltiple Deals when converting a Lead

          Hello!!! I hope someone can help me figure out the best way to handle this scenario. I have a multi-select field named “Service” in the Leads module that captures either Service A, Service B, or both. When converting a lead, Zoho CRM currently creates

        • How do I filter contacts by account parameters?

          Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already

        • How to delete more than 100 leads at a time.

          We are a call center and we need to upload fresh leads daily.  Is there any way to delete all leads only at once.  Currently we are deleting 100 at a time. Please anyone who can help. Thank you.

        • The Next Chapter for CRM for Everyone: Moving from Early Access to Phased Rollout for Customers

          #CRM25Q1 Hello Everyone, Until now, CRM for Everyone has been available in early access mode exclusively for users who opted to try the new version. We are now transitioning to a phased release, starting with the basic edition. We are thrilled to announce

        • Canvas for related lists

          Hey, we would like to customize our related lists. For us, it would make more sense to present the data from an assigned record vertical instead of horizontal. Can we get a related list Canvas view?

        • Standalone custom function not generating logs

          Why dont't standalone custom functions generate logs when the're called from another function? I have some functions (workflow, buttons and blueprint) that have common parts, so I put that part in a standalone function which is called from the others.

        • Show Zoho Books Retainer Invoice in Zoho CRM

          Hi Support, How can I get Retainer Invoices created in Zoho Books to show in Zoho CRM? If a sales person needs to collect an upfront deposit, they should be able to see that the retainer invoice has been created and paid. Thanks, Ashley

        • Feature Request - Zoho Books - Add Retainer Invoices to CRM/Books integration

          Hi Books Team, My feature request is to include Retainer Invoices in the finance suite integration with Zoho CRM. This way we will be able to see if retainer invoices have been issued and paid. I have also noticed that when the generate retainer invoice

        • ACR Phone mobile app for logging phone calls into Zoho CRM

          ACR Phone is an Android app recording voice calls with additional features such as blacklist, cloud upload, call log and more. Use the ACR Phone extension for Zoho CRM to generate Leads and Contacts with the voice recording attached right after your phone

        • New in Zoho Sign: Allow recipients to review and change associated recipients

          Greetings! We are happy to announce the addition of a new recipient role, Manages recipients, in our signature workflows. This role enables a recipient to review, modify, or add details for any recipients associated with them in the workflow. This ensures

        • How can I throw an error / terminate the flow from within a custom function?

          As the subject says. I would like to be able to terminate a flow from within a custom function if certain conditions are not met. I know I could hook a decision box to the output of my custom function and check return variable, but hoping there is a more

        • Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

          We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

        • Multiple Zoho Attendees in a Customer meeting

          We are having constraints with having to log duplicate meetings when we have 2 Zoho users attending a customer meeting. What are the options to resolve this? You can add participants, but you cannot report on them. What can be done to avoid creating so

        • iOS 18 is here! Discover the enhanced Bigin app with iOS 18, iPadOS 18 and macOS Sequoia.

          Hello, everyone! We are excited to be back with new features and enhancements for the Bigin app. Let us take a look at the new iOS 18 and iPadOS 18 features. The following is the list of features covered in this update: Control widgets. New app icons.

        • Multi-Select lookup field has reached its maximum??

          Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

        • NOW Zoho Creator still cannot bulk download Image or File Upload Field

          The filedownloader has been deprecated for 5 years. Until now, we still cannot have a replacement tool. How can we bulk download the file that we uploaded to Zoho Creator. Previously, it was so simple to bulk download all those files. But now failed to

        • CRM API Search Record for Last Name equals "."

          When using the CRM API to look for all contacts with a lastname = "." The API returns an Invalid Query Reponse I have tried (Last_Name:equals:.) (Last_Name:equals:%5C.) (Last_Name:equals:\.) We have a scenario where the Last Name may not be known for

        • MS PowerApps Custom Connector

          Has anyone successfully connected to the API from MS PowerApps? The OAuth2 seems impossible to use from a platform like this.

        • Zdk-cli

          As i have tried to login to zdk cli as it returns this error ✔ Success! Logged in as JAYANTHAN ✖ Error during initialization of zdk api supported only in sandbox environment

        • Se puede mover un Cliente de un modulo a otro personalizado

          Hola, tengo una duda que me gustaría resolver: Actualmente trabajo con dos módulos: Seguimiento de Venta y Cierre de Ventas . Mi objetivo es que, cuando desde el módulo de Seguimiento se marca una venta como "Venta Efectiva" , el cliente sea movido al

        • Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later

          I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely useful

        • If Problema Formula

          Ceil(Datecomp(${Seguimiento de Venta.Fecha de la proxima visita},Now())/1440) Tengo porblema al plantear el If Quiero que si el valor es dega

        • Trying to do commission tracking with zoho crm, can i do a Lookup against multiple fields in a module?

          So i'm still designing my zoho one crm as i come over from salesforce. One of the things i'm trying to build is a commission tracking module. At some point i'll probably hire someone to help with custom code, I'm just proof of concepting it. I"m not sure

        • How to Move OST to PST without Outlook

          MailsDaddy OST to PST Converter is an outstanding solution that help users to complete the conversion task without hassle. It offers users to convert multiple OST files into PST format with complete data security. Here users can open and access the complete

        • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

          Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

        • Commerce service

          If I am selling a service in Commerce, how do I turn off shipping?

        • Customer Portal Zoho Desk | Sort ticket list

          Hello, If you view the ticket list inside the desk portal (https://xyc.zohodesk.eu/portal/de/myarea?departmentId=xyz) all tickets are displayed depending on the filters: department "my tickets" / "team tickets" status group/type channel My questions:

        • Train Zia answer bot on only part of Knowledge Base?

          We are trialing Zia answer bot and hope to use it on the knowledge base to help our users find the information they are looking for. I have found how to train Zia on the entirety of our knowledge base. But is there a way to train it on only certain categories

        • Customer/item(s) bought view

          Hello In Inventory/Customers/Transactions tab, how do I see what it is the customer actually ordered/bought without having to open each SO? Our customers buy a number of items thoughout the year. I've look at each transactions drop down, and no-where

        • ERROR: Product type cannot be changed for Items having transactions.

          I have mistakenly added a product type as goods for an item that was a digital service. Now when HSN/SAC became mandatory, this brought my attention to this error I did. So I tried changing the product type but it displayed this error message Product

        • Inventory Asset vs Finish Goods vs Work in Progress please explain or help me choose

          New to this so please if you can help in any way I would really appreciate it. So here we go. I make and sell and item which is made out of bunch of other items. (Composite Item). Now one of the parts that the item is made from is also a composite item.

        • WorkFlow to Update Custom Field in Sales Order with Tracking Information from Shipment of that Sales Order

          Hello All- I'd like to update the sales orders with the tracking information I enter in the shipping document. What is the proper variable to get the tracking information out of the shipping document? See attached.

        • Next Page