Zoho Creator Upcoming Updates — March 2024

Zoho Creator Upcoming Updates — March 2024

Hello all!

Zoho Creator remains committed to enhancing your productivity and efficiency, and this month's update reflects that dedication. Here are the improvements coming your way this month!
  • Voluminous data processing using batch workflows
  • Importing Figma designs as widgets
  • Device type Deluge variable
  • Screen Record by Quartz on mobile
  • Image rendering enhancements
- - - - - - - - - -

Voluminous data processing using batch workflows

We're excited to announce the launch of Batch Workflows, a powerful feature to help process large sets of data by splitting them into batches and processing them at off-peak hours, ensuring that the performance of other workflows remains unaffected.
 
Use case
Consider an organization that issues credit cards. They can use batch workflows to generate and send statements on the 1st of every month. Further, they can utilize variables for dynamic calculations, like total bill amounts. Upon successful execution, the monthly statements can then be sent via email.
 
How will it work?
Once the feature has been rolled out, you'll see a Batch Workflows option under the Workflows section.
  1. When creating a new batch workflow, you can choose the form which it should be based on and the event when it should be triggered. It can either be on a specific date and time or upon successful import.
  2. Next, under the Execution Configuration section, you write a Deluge script that is executed for each batch block. You can also choose to split the bulk records into smaller batches of 10, 50, 100, 500, and 1,000 (default).
  3. Then, you'll be shown the Before and After section, where you can specify the actions to be triggered before and after the execution of the above Deluge script.


The batch workflow processes tasks in batches during off-peak hours, such as at the end of the day or overnight, optimizing computing resource utilization. The progress of the workflow can be tracked in the Logs section under Application Settings.
 
Business value
Batch workflows streamline repetitive jobs, automate tasks, and enhance operational efficiency, resulting in increased productivity for your organization.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 15-Apr-24
Reference: Understand Batch Workflows
 
- - - - - - - - - -

Importing Figma designs as widgets

We'll be taking our widgets to the next level by bringing significant enhancements, allowing you to harness the power of Figma to create more visually appealing widgets. As of now, you can only create widgets by providing a .zip file containing HTML. However, in an upcoming update, you'll have the option to import directly from Figma by providing the Figma frame link and Figma access token.
 
Additionally, in order to make the widgets interactive, we've also introduced a range of syntaxes, like text elements, rating fields, range sliders, tabs, and more. These can used while designing your widgets in Figma. For example, the syntax "zc_input?linkname=<fieldlinkname>" can be used to render the text element as an input box.
 
For more information, visit our Zoho Creator - Widgets Kit help doc.
 
How does it work?
  1. While creating a widget you'll see a new option: Import from Figma.

  2. Then just provide the required information about your Figma design. 

 
Business value
This empowers you to unleash your creativity by leveraging Figma to build attractive and engaging designs and then seamlessly import them as widgets.
 
Applicable for: C5, C6
Availability: All DCs
Reference: Create a widget from Figma
 
- - - - - - - - - -

Screen Record by Quartz on mobile

Screen Record powered by Quartz is a feature that facilitates screen recording of issues and communication with our support team. With help from the detailed diagnostics it provides, our support team has been able to effectively reduce overall ticket turnaround time. We're delighted to announce that we'll also be rolling out the Screen Record feature to our iOS and Android apps too!
 
How will it work?
We plan on introducing a new section called Support under the Settings pane of the mobile apps, with two options: Support & Feedback and Screen Record.

 
From there, the process is nearly the same as for the web version. You can record the issue, add annotations, mask sensitive information, and much more.
 
Business value
Building on the success of Screen Record in enhancing the support experience on the web, we aim to achieve the same with our mobile apps too.
 
Applicable for: iOS and Android
Availability: All DCs
 
- - - - - - - - - -

Device type Deluge variable

We'll be introducing a new device type Deluge variable, capable of detecting device types—be it mobile, tablet, or website. Based on the value returned by this variable, you can customize Creator for different devices and open up numerous opportunities, specifically ZML page design and report criteria adjustments. For example, you'll be able to hide specific fields on mobile or tablet devices, to prevent UI breakage from lengthy fields.
 
Syntax
info zoho.device.type; //returns  'web' or 'phone' or 'tablet'

Use case
Consider a customer support application built on Creator. Leveraging the device type variable, the system can identify the user's access device—be it a web browser, mobile phone, or tablet. For example, for users accessing the app via a web browser, notifications can be directed through email, while those using mobile or tablet devices can receive notifications via SMS.
 
Business value
This Deluge function offers you the flexibility to further customize Creator for different device types, tailoring its functionality to cater to each specific device.
 
Applicable for: C5,C6
Availability: All DCs
Released on: 22-Apr-24
Reference: System Variables
 
- - - - - - - - - -

Image rendering enhancements

We'll soon be coming out with backend enhancements aimed at refining the rendering of uploaded images. Currently, image compression takes place synchronously during uploads. However, we're transitioning this process to an asynchronous method to bolster performance and efficiency.
 
Who does it benefit?
This enhancement will be highly useful for users who access different qualities of uploaded images via Deluge script.
 
Advantages
  • More supported formats: Deluge URLs will now offer three different quality options (low, medium, and download qualities) for additional image formats, such as tif, tiff, bmp, psd, webp, heic, gif, and svg, along with the currently supported jpeg and png formats. 
  • Improved image previews: Users can now access different quality levels for images uploaded via web, as well as via APIs and mobile apps. The image previews will also be noticeably better, and this reduces report loading time.
  • Faster uploads: The transition to asynchronous compression facilitates faster image uploads, ensuring swift execution of the Add Record action.
Note:
  • These compressed copies are different from the Image Compression property, in which the original file will be compressed. Learn more
  • Due to this switch to asynchronous workflows, the compressed quality images will be accessed only upon the completion of the process. Till then, images available from on-success scripts will return in original quality.
Business value
These enhancements bring you improved format support, enhanced image previews, and faster uploads, with the aim of providing you with a smoother experience while working with Creator.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 28-Mar-24
Reference: Understand image field
 
- - - - - - - - - -
 
That wraps up this month's updates. Don't forget to subscribe to our Release Notes to receive email notifications when these features are rolled out—and feel free to share your thoughts on these updates in the comments section below.
 
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

    • Multiple Vendor SKUs

      One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for

    • Zoho LandingPage is integrated with Zoho One!

      Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,

    • Android app sync problem - multiple devices have same problem

      Hello, I am having a problem with synchronization in the Android app. When I create a drawing, the data does not sync correctly—only a blank note is created without the drawing. I tested this on multiple devices, including phones and tablets, and the

    • How can i resend a campaign to only one of the recipients on the original campaign

      How can i resend a campaign to only one of the recipients on the original campaign ? Sincererly, Mike

    • How to show branch instead of org name on invoice template?

      Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?

    • Create CRM Deal from Books Quote and Auto Update Deal Stage

      I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted

    • Marketing Automation Requirements Questions

      I would like to set up a multi-email drip campaign- please see the structure below and confirm if I can achieve this set up in Zoho marketing automation. Where applicable, highlight gaps and workarounds. Thanks Drip email campaign- Can I create one drip

    • Zoho CRM for Gmail Extension Not Working in Brave Browser?

      Is anyone able to get the Zoho CRM Chrome Extension working in the Brave browser? They're both built on the Chromium platform and every other Chrome Extension works with the exception of Zoho CRM for Gmail so any ideas here?

    • Sharing URLs and direct access

      Hello, I am storing my team's email signature images on Workdrive. I am creating a public image download share and adding “?directDownload=true” so that the image can be accessed without the Workdrive interface. A few questions: 1) Can we generate friendly

    • how to change the page signers see after signing a document in zoho sign

      Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!

    • Question about using custom_fields in Storefront Add-to-Cart API (error 2003 – required details)

      Hi everyone, I’m working with the Zoho Commerce Storefront API, specifically the Add to Cart endpoint: POST /storefront/api/v1/cart According to the documentation, this endpoint supports a custom_fields parameter for adding line-item custom data. I’m

    • Can a project be cloned?

      Good afternoon, greetings. I would like to ask if it's possible to clone a project in Microsoft Project. I found a way to do it using templates, but I'm not sure if there's a direct way to clone a project. Thank you in advance for your attention, and

    • Timesheet Tasks in Zoho Books: associate to service item

      How do we associate a service item to timesheet tasks in Zoho Books? For example: Joe spent 5 hours on project:task1 which is Service Item#1 (Income:Service1). When the invoice is issued thru the Project Invoice section, this is not available. When the

    • Why Sharing Rules do Not support relative date comparison???

      I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static

    • Task/Activity indicator in SalesPipeline overview has disappeared

      I Just logged in my ZOHO CRM first 2026 checking my salespipeline overview , Every record card used to show an indication that there was an open task (Yellow if the expiry date was close, red if the expiry date was today and grey when it had expired).

    • Tip #56- Accessibility Controls in Zoho Assist: Hearing- 'Insider Insights'

      As we begin the new year, it’s a great time to focus on making our tools more inclusive and accessible for everyone. Remote support often involves long hours in front of screens, varying lighting conditions, and users with diverse accessibility needs.

    • Zoho Desk Android app update: Table view for All Departments view, custom button

      Hello everyone! In the latest version(v2.9.25) of the Zoho Desk Android app update, we have introduced Table view for the 'All Departments' view in the ticket module. We also have supported an option that allows tickets in the Table view to be sorted

    • What's New - December 2025 | Zoho Backstage

      In December, Backstage introduced a focused set of updates that improve how you manage registrations, communicate with attendees, and track participation. These enhancements are designed to give organizers greater flexibility and clearer control across

    • Need code format to specify default values

      Can someone please direct me to the code syntax or the proper translation per the instructions circled below. These instructions don't seem correct.

    • Problem with CRM Connection not Refreshing Token

      I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to

    • Add multiple users to a task

      When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman

    • A Roundup of Zoho Sprints 2025

    • Sorting Custom Date in API isn't working w pagination limit

      How can we sort a custom field with DATE using pagination? Starting at page=1 then moving to page=2 with a limit of 10 each, its all messed up and even shows some of the same records as page 1? https://www.zohoapis.com/crm/v2/INVOICE_MODULE/search?criteria=(FM_Contact_ID:equals:1234)&sort_by=Invoice_Date&sort_order=desc&per_page=10&page='

    • SAP Business One(B1) integration is now live in Zoho Flow

      We’re excited to share that SAP Business One (B1) is now available in Zoho Flow! This means you can now build workflows that connect SAP B1 with other apps and automate routine processes without relying on custom code. Note: SAP Business One integration

    • Enhancement in Role and Profile mapping of agents in Sandbox

      Hello everyone! We have brought in a modification in the way users are mapped to a particular role and profile in Sandbox. What has changed? When agents are copied from production to Sandbox: If a user's current role and profile is available in Sandbox,

    • The reason I switched away from Zoho Notebook

      My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital

    • Decimal places settings for exchange rates

      Hello, We are facing issues while matching vendor payments with banking feeds. As we often import products/services exchange rate comes into play. Currently, ZOHO allows only six digits for decimal places. We feel that conversions like JPY to INR require

    • Zoho removed ability to see all Scheduled Reports!

      If you are not the owner of a scheduled report, Zoho recently removed the capability to see each scheduled report. As an admin who relies on seeing all scheduled reports being sent, this is a terrible update. Now I cannot see ANY scheduled reports...even the ones I am being sent!!  This should be a setting for admins to control.  This is a bad update.

    • Automate Backups

      This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.

    • GCLID and Zoho Bookings

      Is there anyway to embed a Zoho Bookings signup on a landing page and pass the GCLID information? More specifically, can this be done using auto-tagging and not manual tagging the GCLID? I know Zappier has an integration to do this but is there a better

    • Merge Items

      Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.

    • Create PO from an invoice

      We are a hardware and software sales company which receives orders over the internet. We drop ship most of our products from a warehouse outside of our company. Our orders get sync'd into Zoho from our store via onesaas as invoices. It would be great

    • Blueprint or Validation Rules for Invoices in Zoho Books

      Can I implement Blueprint or Validation Rules for Invoices in Zoho Books? Example, use case could be, Agent confirms from client that payment is done, but bank only syncs transactions tomorrow. in this case, Agent can update invoice status to done, and

    • Resetting auto-number on new year

      Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!

    • The Social Wall: December 2025

      Hello everyone! As we wrap up the final edition of the Social Wall for 2025, it’s the perfect time to look at what went live during December. QR code generator From paying for coffee to scanning metro tickets, QR codes are everywhere and have made everyday

    • Custom AI solutions with QuickML for Zoho CRM

      Hello everyone, Earlier, we introduced Custom AI Solutions in CRM that let you access QuickML for your custom AI needs. Building on that foundation, we’ve now enabled a deeper integration: QuickML models can be seamlessly integrated into CRM, and surface

    • Helper Functions and DRY principle

      Hello everyone, I believe Deluge should be able to use 'Helper functions' inside the main function. I know I can create different standalones, but this is not helpful and confusing. I don't want 10000 different standalones, and I dont want to have to

    • Add specific field value to URL

      Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there is

    • Introducing workflow automation for the Products module

      Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's Products module. The Products module in Bigin now supports Workflows, enabling you to automate routine actions. Along with this update,

    • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

      Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient

    • Next Page