Zoho Creator Upcoming Updates - August 2023

Zoho Creator Upcoming Updates - August 2023

Hello all!
 
We're excited to be here again, bringing you the latest updates and enhancements for this month:
  • API v2.1
  • Custom sorting/grouping of records
  • Enhanced navigation in forms
  • QR and barcode scanning for PWAs
- - - - - - - - - -

Now let’s dive into each of this month’s updates:

API v2.1

We'll be releasing a slew of new APIs that are essentially an upgraded and improved version of the existing v2 APIs.
 
Get records and Get records by ID
  • The number of records that can be fetched by the v2.1 API can be 200, 500 or 1000(Default). In comparison, the v2 API can only handle 200.
  • The entire content of records can be fetched using the v2.1 API. In comparison, the v2 API can only fetch the Quick view or detail view.
Add records, Update records, and Delete records
  • These v2.1 APIs records will come with a new attribute that enables you to skip workflows. For example, form and schedule actions will not be executed if this attribute is used.
 
Note: Even after the introduction of the new v2.1 APIs, their corresponding v2 APIs will continue to be available. Both will co-exist and you can just pick the one that works best for you.
 
How do I benefit?
The new v2.1 APIs bring enhanced functionalities, improved performance, and increased flexibility, so you can meet a wide range of business requirements.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 01-Sep-23
Reference: Zoho Creator v2.1 API
 
- - - - - - - - - -

Custom sorting/grouping of records

We'll be reintroducing custom sorting and custom grouping of records, giving you greater control and flexibility over how your data is arranged and displayed in live mode. With this nifty feature, you can simply drag and drop the records as needed to get a specific view of your information based on your sorting/grouping needs.
 
Where to find them
  1. Navigate to the Report Properties in the edit mode of the required report. Then within the Sorting/Grouping section, choose the Custom order option.
  2. Now, switch to the live mode of the report. Then click the Configure custom order button. 
  3. Then in the popup, you can add items the required items for Sorting/Grouping.
How do I benefit?
Custom sorting allows you to decide how your records are displayed, as well as narrow down and access crucial information, resulting in a more efficient data management process.
 
Applicable for: C6
Availability: All DCs
Released on: 03-Oct-23
Reference: Perform Custom Sorting and Grouping in Common Reports
 
- - - - - - - - - -

Enhanced navigation in forms

With the aim of making form filling a breeze, we've come up with two new enhancements for navigation within forms. These are designed keeping in mind the various navigational needs that may arise out of different scenarios.
 
Tab key indexing - This new capability in form field navigation will allow you to change the tab order of form fields, making navigating more efficient and intuitive. The tab order can be configured to be vertical or horizontal . Users can now go forward or right between fields by using the Tab key, and backward or left by using the Shift+Tab combination. Crucially, when utilizing a multi-column layout, form field navigation is determined by the arrangement of fields in the form builder, rather than their appearance in live mode.
 
Four-way navigation - Going forward, you can move between fields in all four directions: up, down, left, and right. You can do this simply by combining the up/down arrow keys or the left/right arrow keys with special keys, such as the Alt key on Windows or the Option key on Mac. This new update aims to provide an additional method of navigating between form fields, allowing users to move across the form more quickly and efficiently. 
 
How do I benefit?
These updates enhance the user experience by providing seamless navigation, better accessibility, greater convenience, and increased efficiency in the form-filling process, resulting in faster data entry.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 26-Sep-23
Reference: Understand field navigation
 
- - - - - - - - - -

QR and barcode scanning for PWAs

QR code and barcode scanning, which were so far available only on our mobiles apps, will soon be launched on our progressive web apps (PWAs) too. This powerful functionality opens up a world of convenience and possibilities for you.

Where to find them
  • Launch our PWA on your smartphone or tablet. Navigate to the required form.
    Note: You need to enable QR code/Barcode under the User Input (for mobile) section in Field properties.
  • You'll see the scan button adjacent to the fields for which you enabled the property. Click on it to start scanning.

How do I benefit?
Scanning capabilities enrich your experience, offering new ways to access information and enter content into your Creator forms.

Applicable for: iOS and Android
Availability: All DCs
Released on: 01-Sep-23
Reference: Understand scanning QR codes and bar codes

- - - - - - - - - -
 
With that, we wrap up this month's updates. We're truly grateful for your continuous support, and we're committed to delivering even more exciting updates in the coming months!
 
Regards,
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

    • 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
    • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

      Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
    • Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One

      Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their products
    • Editing the Ticket Properties column

      This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this
    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
    • What's New in Zoho Inventory | Q2 2025

      Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting
    • Zoho POS App Hanging Issue – Sales Becoming Difficult

      The Zoho POS app frequently hangs and becomes unresponsive during billing, making it very difficult to complete sales smoothly. This commonly happens while adding items, during checkout, or at payment time, especially during peak hours. These issues cause
    • Please, make writer into a content creation tool

      I'm tired of relying on Google Docs. I'm actually considering moving to ClickUp, but if Writer were a good content creation tool instead of just a word processor, I would finally be able to move all my development within the Zoho ecosystem, rather than
    • Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options

      Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When
    • Allow Attaching Quartz Recordings to Existing Zoho Support Tickets

      Hi Zoho Team, We would like to request an enhancement to how Zoho Quartz recordings integrate with Zoho Support tickets. Current Behavior: At the moment, each Quartz recording automatically creates a new support ticket. However, in many real-world scenarios:
    • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

      Greetings, We hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available,
    • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

      Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the same
    • Sync Issue

      My Current plan only allows me with 10,000 rows and it is getting sync failure how to control it without upgrading my plan
    • Notification to customers when I use a Zoho function

      Hi all, I tried searching the community but couldn't find anything about it. I noticed that the customer receives the notification of reopening the old ticket but does not receive the notification of opening a new ticket when I use the function: "separate
    • Desk DMARC forwarding failure for some senders

      I am not receiving important emails into Desk, because of DMARC errors. Here's what's happening: 1. email is sent from customer e.g. john@doe.com, to my email address, e.g info@acme.com 2. email is delivered successfully to info@acme.com (a shared inbox
    • "Spreadsheet Mode" for Fast Bulk Edits

      One of the challenges with using Zoho Inventory is when bulk edits need to be done via the UI, and each value that needs to be changed is different. A very common use case here is price changes. Often, a price increase will need to be implemented, and
    • Email Notifications not pushing through

      Hi, Notifications from CRM are not reaching my users as they trigger.  We have several workflow triggers set up that send emails to staff as well as the notifications users get when a task is created for them or a user is tagged in the notes.  For the past 6 days these haven't been coming through in real time, instead users are receiving 30-40 notifications in one push several hours later.  This is beginning to impact our daily usage of CRM and is having a negative effect on our productivity because
    • Ticket layout based on field or contact

      Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup
    • Syncing Bills in Zoho Books to Zoho CRM

      Is there any way to sync the Bills in Zoho Books in Zoho CRM
    • SAML in Zoho One vs Zoho Accounts

      What is the difference between setting up SAML in Zoho Accounts: https://help.zoho.com/portal/en/kb/accounts/manage-your-organization/saml/articles/configure-saml-in-zoho-accounts ... vs SAML in Zoho One?: https://help.zoho.com/portal/en/kb/one/admin-guide/custom-authentication/setting-up-custom-authentication-with-popular-idps/articles/zohoone-customauthentication-azure
    • How do I change the order of fields in the new Task screen?

      I have gone into the Task module layout, and moving the fields around does not seem to move them in the Create Task screen. Screenshot below. I have a field (Description) that we want to use frequently, but it is inconveniently placed within the More
    • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

      Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to
    • Deactivated Zoho One account can sign in

      I am concerned by the fact that deactivated users in Zoho One have the ability to sign in even after their account has been deactivated (not deleted). these inactive identities have no access to individual Zoho apps or data. based on my experience they
    • How can I reset the password for a user in Zoho Projects

      We need to reset the password for a user in Zoho Projects. I am the admin portal owner and there was nothing to be found to do this. very confusing.
    • No funcionan correctamente el calculo de las horas laborales para informe de tickets

      Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de
    • How can I add a comment to an existing ticket via API?

      I need to add comments/notes to the history of an existing ticket using the API without overwriting the original ticket description. Thanks!
    • Internal Error When Accessing Team Inbox.

      All our users are seeing this error in teaminbox. Because its a critical tool kindly resolve this issue ASAP.
    • Marketer's Space: Proven tips to improve open rates – Part III

      Hello Marketers! Welcome back to another post in Marketer's Space! This is the final post in the "open rate series". In the first and second parts, we discussed topics ranging from sender domains to pre-headers—but we're not done yet. A few more important
    • MCP no longer works with Claude

      Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.
    • Change Number Field to Decimal Field

      Hi, It would be nice to be able to change the field type without having to delete it and create a new one, messing up the database and history. Thanks Dan
    • Allow Text within a Formula

      Hi, I would like to be able to use this for others things like taking an existing Date Field and copying its value, so by entering getDay(Date)&"-"&getMonth(Date)&"-"&getYear(Date) it results in 01-02-2026. And then when the Date is changed so is this
    • Zoho Social - Feature Request - Reviewer Role

      Hi Social Team, I've come across this with a couple of clients, where they need a role which can review and comment on posts but who has no access to create content. This is a kind of reviewer role. They just need to be able to see what content is scheduled
    • Zoho Books/Inventory - Update Marketplace Sales Order via API

      Hi everyone, Does anyone know if there is a way to update Sales Orders created from a marketplace intigration (Shopify in this case) via API? I'm trying to cover a scenario where an order is changed on the Shopify end and the changes must be reflected
    • Zoho Inventory / Finance Suite - Add feature to prevent duplicate values in Item Unit field

      I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.
    • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

      Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
    • Kaizen #224 - Quote-driven Deal Reconciliation Using Zoho CRM Functions and Automation

      Hello everyone! Welcome back to another instalment in the Kaizen series. This post covers quote-driven deal reconciliation, emphasizing Functions and Automation to address practical sales challenges. Business Challenge Sales organizations often mark deals
    • Dependent / Dynamic DropDown in ZohoSheets

      Has anyone figured out a way to create a Dropdown, the values of which is dependent on Values entered in the other cell ?
    • Directly Edit, Filter, and Sort Subforms on the Details Page

      Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
    • BARCODE PICKLIST

      Hello! Does anyone know how the Picklist module works? I tried scanning the barcode using the UPC and EAN codes I added to the item, but it doesn’t work. Which barcode format does this module use for scanning?
    • Zoho Inventory - Allow Update of Marketplace Generated Sales Orders via API

      Hi Inventory Team, I was recently asked by a client to create an automation which updated a Zoho Inventory Sales Order if a Shopify Order was updated. I have created the script but I found that the request is blocked as the Sales Order was generated by
    • Next Page