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

        • Share saved filters between others

          Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks

        • Webinar Alert: Learn how to decode your landing page performance with analytics

          Every click, scroll, and drop-off tells a story. Are you listening? Join our Landing Page Analytics webinar to understand how data can reveal what’s working and what’s costing you conversions. In this session, you'll discover The most important metrics

        • Campaign Status Field in CRM

          I'm wanting to create a custom view in CRM that shows all those who have recently hard bounced in past campaigns so we can clean up the database. An old Zoho article said it was possible, but I don't see the option to push campaign status field to CRM,

        • Zoho Forms for Vertical Studio Subscriber Organizations

          We’re excited to introduce the Zoho Forms integration with Vertical Studio. This allows you to capture data using forms and send it directly to your Vertical Studio modules. With this integration, form submissions can be used to create or update records,

        • Zoho Flow not handling Boolean properly

          Hi, I have a checkbox in one system that I'm trying to sync with a checkbox in Zoho CRM. The value from the source system comes in as blank (unticked) or 1 (ticked). I've written the following custom function to convert the output to either boolean false

        • Printing invoice from creator using writer

          Hello. I have created my invoices using Zoho Writer and i'm sending data to them from Zoho Creator by selecting a row in a report and then clicking a button which has workflow connected to it to send the date to the invoice in writer. This is working

        • How to Initiate WhatsApp Message on SalesIQ?

          I've just activated a Business WhatsApp phone number through SalesIQ because of its touted omnichannel chat approach. Sounds exciting. I understand that when a customer sends me a WA message, I can reply to it on SalesIQ and keep the chat going, perfect.

        • i want to delete organization or tranfer ownership

          I accidentally created a Zoho organisation and now I cannot accept an invite from another organisation. I am the Super Admin and cannot leave. Please either delete my organisation or transfer ownership so I can leave.

        • Bulk upload images and specifications to products

          Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.

        • Zoho FSM API Delete Record

          Hi FSM Team, It would be great if you could delete a record via API. Thank you,

        • Marketing Tip #26: Optimize product images for SEO

          Product images can do more than make your store look good. They can also help customers discover your products through search. Since search engines can’t "see" images, they rely on text signals to understand what an image is about. Two small actions make

        • Allow rejected records (Approval process) to re-enter Blueprints

          Cannot seem to get my head around the key differences between the Blueprints and the Approval Process. For me it seems like different flavours of more or less the same thing - especially now that we have the option of Record Locking. Have a quote to sales

        • Every time an event is updated, all participants receive an update email. How can I deactivate this?

          Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening

        • Streamlining E-commerce Photography with AI Background Tools

          Hey Zoho Community, I’ve been messing around with ways to make product images less of a headache for fashion brands on Zoho Commerce. You know how boring generic backdrops can get, and how much time traditional photoshoots eat up, right? I tried out this

        • Add @Mention Notifications in Zoho Cliq for Zoho Project Mentions

          Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding "Projects Bot" Cliq bot notifications for @mentions inside Zoho Projects comments (Tasks and Issues). Current Behavior: At the moment, when someone

        • WO Completion Status Not Updating Automatically

          Hello Latha, Hope you are doing well. Over the past few days, we have been facing an issue with WO completion. When an AP is marked as complete, the work order status is not automatically updating to “Completed,” and we have to mark it manually. Could

        • Is it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?

          We are using Google's own "Zoho CRM for Google" integration and also Zoho's "Google Apps Sync" tools, but none of them provide us with the ability to create a meeting in Zoho CRM that then adds a Google Meet link into the meeting. Is this something that

        • Customer Message Edit/Delete Function & Backend Visibility Inquiry

          目前客服已发送的对话支持编辑和删除功能，请问在 Zoho 系统后台，是否可以查看客服具体发送了什么内容，以及删除或修改了哪些信息？如果无法查看，这个功能是否可以通过设置关闭客服的编辑和删除权限？如可以，请告知具体设置路径。 Currently, customer service agents are able to edit and delete messages after sending them. In the Zoho system backend, is it possible to view

        • In App Auto Refresh/Update Features

          Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the

        • Sync Task Status from Zoho Projects to Zoho Desk

          Hi Zoho Desk Team, Hope you’re doing well. We’re actively using the Zoho Desk–Zoho Projects integration, which helps our support and project teams stay aligned. However, we noticed that when we change a task’s status in Zoho Projects, the change is not

        • Lost the ability to sort by ticket owner

          Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?

        • Placeholder doesnt work in email tempalate

          Hi Team,  I have put in the customer happiness rating place holder in my email template but when I pick the template in my ticket and send it to client, the place holder doesnt get generated. What am I missing here? screenshot attached. 

        • Search API filter/sort ignores comment-triggered modifiedTime updates

          Summary When a comment is added to a Call or Account, the parent record's modifiedTime is correctly bumped. This bumped value is visible in: GET /api/v1/calls/{id} ✅ GET /api/v1/calls/search without a filter ✅ — the record's response body shows the new

        • Automation#17: Auto-Create Tasks in Zoho Projects Upon Ticket Creation in Zoho Desk

          Hello Everyone, This edition delivers the solution to automatically create a task in Zoho Projects when a ticket is created in Zoho Desk. Zylker Resorts uses Zoho Desk for bookings and handling guest requests. Zylker resorts outsources cab bookings to

        • 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

        • Remove Bounced email addresses from CRM after running a campaign

          HI, Is there a simple way to remove bounced leads in the CRM where there email doesn't exist anymore after running a campaign?

        • Building a custom site

          do we have an option in Zoho to build custom sites like adding custom functionalities? want to make a site like jumble puzzle answers for today. Is it doable? Please assist.

        • How to Automate an Unsubscribe based on Scoring

          I automatically assign a negative point score to bounced emails and would like to automate unsubscription of these emails from our Campaigns, without losing the contact data. (Oftentimes the lead is no longer at a business, but I want to keep the business

        • Recurring Addons

          Hi, I know you can set the pricing interval for addons to weekly, monthly and yearly & set it for one off or recurring, which these are fine as a base addon item. It really would be helpful if when creating a subscription when you add on the addon item

        • Start Workflow from Deluge Script

          I have developed a customized process from our CRM that leverages a deluge script to create a statement of work document. Once the document has been created via the merge and store function, I would like the ability to start a workdrive review & approve

        • Option+C shortcut conflict

          In the latest Cliq release, you introduced `Option+C` shortcut to start a new audio call. In Polish, `option+C` is used for letter `ć`. I changed this button combo but `Option+C` is still being blocked and doesn't allow me to write letter `ć`.

        • Need Easy Way to Update Item Prices in Bulk

          Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices

        • Items Landed Cost and Profit?

          Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide the

        • How to set custom Sales Order numbers

          I am trying to create Sales Orders with data from Jotform submissions. Auto number generation is disabled within Books. Whereas the flow Input recognizes the number (40732 in this example), the Output does not. How can I fix this? I'd like the number

        • Displaying Rate Inclusive of GST per unit

          Hello, Currently when I enter the pricing of a line item it shows the overall amount (price including tax * quantity). I would like to see price/unit inclusive of GST. Is there any way to simplify this and to be able to view it? I've attached my current

        • RouteIQ user Licensefor Non–Zoho One User

          Zoho RouteIQ needs to be purchased for Zoho CRM. The current setup uses the Zoho One plan, but RouteIQ is required for a different user who is not part of Zoho One. However, they need access to routes and customer details within RouteIQ for planning their

        • Introducing the New Applications Module

          We're excited to introduce the Applications module, a powerful new feature designed to revolutionize how you manage job applications. This module offers a more streamlined, efficient approach to tracking and processing candidates throughout your recruitment

        • Zoho Browser??

          hai guys, this sounds awkward but can v get a ZOHO BROWSER same as zoho writer, etc. where i can browse websites @ home and continue browsing the same websites @ my office, as v have the option in Firefox, once i save and close the browser and again when i open it i will be getting the same sites. If u people r not clear with my explanation, plz let me know. Thanks, Sandeep  

        • since the new interface of ZOHO writer can't turn of automatic reminder option for merge documents

          Since the new interface of ZOHO writer I have this problem. I have a large set of templates that I use to send documents to ZOHO Sign. But now in all those templates the box for Sending reminders is ticked, which i don't want. But even if I untick the

        • Sales Allowed Beyond Available Stock and Payment Recorded Without Restriction

          Hi, While testing in Zoho Inventory, I noticed that a sales order can be created with a quantity exceeding the available stock in the selected warehouse. In my case: Available stock: 5 units Ordered quantity: 6 units Despite this: I was able to convert

        • Next Page