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

    • Facing Issues with Sites Mobile font sizes

      my page renediaz.com is facing issues mobile view, when i try to lower font sizes in home page, instead of changing the size, it changes the line space
    • Zoho Books Payroll

      How am I supposed to do payroll and pay my employees with Zoho Books? I think it's pretty strange that an accounting software doesn't have the ability to perform one of the most common functions in business; paying your employees. Am I missing something,
    • 60 Days Into Zoho - Tiktok Branding Startup -7 Questions?!

      Wsp Everybody I co-own a TikTok Branding / Consulting Startup & have been using Zoho for the past 60 days - Am now looking to make our overall operations & processes more Efficient & Effective! Curious to know how others are using the platform & what's
    • Notifications in Cliq client for Linux

      If I got it right, Cliq desktop client for Linux does not use the generally accepted notification method via org.freedesktop.Notification interface. For this reason, Cliq notifications do not look and behave as all other notifications. Is it possible
    • Report Template - How to remove page break after each record?

      Hi, We have report template for a list report. It looks good at screen. But when printing, it creates a page break after each record. How to remove the it? So we can print multiple records in same page. Please look at the attached screenshots. Report Template Report Print Preview
    • 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
    • Change Last Name to not required in Leads

      I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
    • creating an alias

      your instructions for creating an alias are wrong. there is no add alias in my mail account. also i dont have a control panel link just a settings link how do i really make an alias
    • Reply to Email for SO/PO

      Hello, We are new to Zoho Books and running into an issue. Our support@ email is our integration user. When our team is sending out PO/SO's we are updating the sender email, but for some reason many of our responses are coming back to our support@ email
    • ZOHO Payroll Canada

      Any plans on the roadmap for Canada?
    • Zoho Books Sandbox environment

      Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a
    • Multi-currency and Products

      One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. There
    • Custom Module Missing from Roles & Permissions List

      Hi Zoho Community, I created a new Custom Module in Zoho Expense. The module is fully built and I can see it in the Module Builder (Settings > Customization > Modules). However, I am unable to deploy this to my users because the module does not appear
    • ZOHO Writer Folders

      Hi We would love to have ability to create folders on the left hand side. We would then be able create and store our documents within each folder Hope you can provide this feature soon ! dux.centra
    • How can Data Enrichment be automatically triggered when a new Lead is created in Zoho CRM?

      Hi, I have a pipeline where a Lead is created automatically through the Zoho API and I've been trying to look for a way to automatically apply Data Enrichment on this created lead. 1) I did not find any way to do this through the Zoho API; it seems like
    • Escalation request: organization merge and data export (Ticket [154609577])

      Hello Zoho Team, I am posting here because my support ticket has not received substantive responses through the usual channels. Summary of the issue (ongoing for three weeks): I requested assistance with a data migration and a merge of two Zoho organizations.
    • Different form submission results for submitter and internal users

      I'm looking for suggestions on how to show an external submitter a few results while sending internal users all the results from the answers provided by the external user. The final page of our form has a section with detailed results and a section with
    • Help Desk Services Solution

      I am here looking for Help Desk services solution for organization. I also searched this on many different website and found many solutions. We are bit confused to which one to choose. One of my friend suggest me this platform, and i am hoping i will
    • Formatting and slow

      Creating campaigns are difficult.  I'm fairly computer literate but some of the way Zoho Campaigns formatting works is painful.  Images fail to upload or are very slow. To top it off, syncing the contacts is a pain as well as temperamental links to create Segments. At this rate I'm afraid we might need to migrate back to Mailchimp.
    • Boost your Zoho Desk's performance by archiving tickets!

      The longer your help desk operations are, the more likely it is to accumulate tickets that are no longer relevant. For example, ticket records from a year ago are typically less relevant than currently open tickets. Such old tickets may eventually lead
    • Paste emails to create segment

      We are moving over from Mailchimp to ZOHO. However Mailchimp allows me to create a segment by pasting in emails from excel (or importing a .csv) can I do the same in Mailchimp?
    • Getting the Record ID of a form once it is submitted - so that form can be edited later

      In Zoho Forms, where can I access the record ID of a form once the form is submitted? - Record ID is not available in webhook payloads - It is not available to form fields, including in formulas - It is not available as a parameter in a thankyou page
    • Auto-Generate Line Numbers in Item Table Using HTML & CSS Counters (Zoho Books & Zoho Inventory Custom Templates)

      <div> <style> /* Start counter from 0 inside tbody */ tbody#lineitem { counter-reset: rowNumber; } /* Increment counter for each row */ tbody#lineitem tr { counter-increment: rowNumber; } /* Show counter value in first column */ tbody#lineitem tr td:first-child::before
    • Possible to define default font and size in Zoho Campaigns?

      Is it possible to define a default font (font, size and colour) for the text, H1 and H2 in Zoho Campaigns? For example: In a campaign, I add a text block, and the text is automatically century gothic, size 11, grey (6f6f6e) by default? Thank you!
    • Zoho Sites - General Feedback

      Hi Everyone-- Quick question for discussion: is it me or is working with Zoho Sites like entering the Twilight Zone? I've built many sites over the years, but this platform seems impossible. I've spent an entire day and a half trying to get a simple one-color
    • Zoho People & Zoho CRM Calendar

      Hi, Does anyone know if it is possible to link Zoho People and the calendar in CRM? I would like when holidays are approved they automatically appear in the calendar on CRM. Thanks 
    • 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?
    • You cannot send this email campaign as it doesn't have any eligible contacts in the selected mailing list. You can try adding contacts or choose other mailing lists.

      please help
    • Strengthening the capabilities of CommandCenter in Zoho CRM Plus

      When you look at the prospect-to-customer journey in most businesses 10 to 15 years ago, it was relatively straightforward. Many of us remember walking into a store, sharing our requirements with a sales associate, reviewing a few options, and making
    • World date & time format

      Hello, Is there a timeline to get the worldwide used date and time format ? I mean not the american one... I mean day month year, and 24 hours clock. Regards
    • Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

      Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,
    • Any recommendations for Australian Telephony Integration providers?

      HI,  I am looking for some advice on phone providers as we are looking to upgrade our phone system, does anybody have experience with any of the Australian providers that integrate with CRM Telephony? So far we are looking at RingCentral and Amazon Connect, and would love to hear feedback on any of the other providers you might have tried.  Thank you
    • Zoho Campaigns Workspaces

      Hi, I’m currently working on a Zoho CRM + Zoho Campaigns setup for a franchisee-based organization, where each franchise must only see and use its own contacts. At the moment, franchisees cannot properly access their contact lists in Zoho Campaigns unless
    • Limited System because of Limited Number of Fields for Car Dealership

      Dear Zoho Support, we want to have all the information about a car inside of a car record. We want to have Zoho CRM as our single source of truth for our data, but the limited number of fields are not allowing that. The data consist of: technical data
    • Newsletter in multiple languages

      Hi We are planning on starting to use Zoho Campaigns for our newsletters. Since we send our newsletters in three languages, I would need the "unsubscribe page" and other pages related to the NL (Thank you page and so on) to be available in different languages
    • Fixed assets in Zoho One?

      Hi, We use Zoho Books and have the fixed asset option in it. I started a trial for Zoho One and I do not see that as an option. Is the books that is part of zoho one equivalent to Zoho Books Elite subscription or is it a lesser version? Thanks, Matt
    • Set Default Status of Assembly to "Assembled" When Entered in UI

      I've just discovered the new "confirmed" status of Assemblies within Inventory. While I understand the intent of this (allowing for manufacturing planning and raw material stock allocation), it was initially confusing to me when manually entering some
    • I need to Record Vatable amount and non vatable amount separately in zoho books in a single line

      I need to Record Vatable amount and non vatable amount separately in zoho books in a single line give me the customisation option and in invoice copy to customer the total amount should be inclusive 5%vat and no need to show the vatable and non vatable
    • Sort Legend & stacked bar chart by value

      I'd love to see an option added to sort the legend of graphs by the value that is being represented. This way the items with the largest value in the graph are displayed top down in the legend. For example, let's say I have a large sales team and I create
    • Scanned Doc - selecting Item overwrites Rate

      I have a Vendor Invoice which was uploaded to Documents. I select Add To > New Bill. The OCR is actually quite good, but it is reading an Item Description instead of an Item Number. I remove the description and select the correct Item Number... and it
    • Next Page