Hi all,
We're excited to be back with the latest updates and developments on the Creator platform. Here's what we're going over this month:
- Deluge AI assistance
- Rapid error messages in Deluge editor
- QR code & barcode generator
- Expandable RTF and multi line fields in reports
- Report export customization
- Extended localization
- - - - - - - - - -
Now let's explore each of these updates in more detail!
Deluge AI assistance
We’ll be redefining your scripting experience in Deluge by integrating AI capabilities directly within the Deluge editor. Our intelligent assistant, Zia, will be available within the Deluge editor, ready to make your life easier.
Here’s how Zia can help:
- Generate scripts: Simply type your requirements and Zia will instantly produce a production-ready script. Zia smartly analyzes your application's data and provides scripts with context relevant to your app.
- Optimize scripts: Zia can also make your existing code much better. Copy any section or the entire script and prompt Zia to “optimize the script", and Zia will provide you with a refined version.
How does it work?
Once the feature is released, you’ll see a Zia button at the top of the Deluge editor. Clicking it will open the Zia Deluge Assistant, where you can type in your prompts.
How do I benefit from this?
Deluge's AI assistance will not only accelerate app development but also enhance the quality and performance of your final product. More importantly, Deluge AI empowers citizen developers to produce complex code, boosting productivity and reducing costs in app development.
Applicable for: C6
Availability: All DCs
- - - - - - - - - -
Rapid error messages in Deluge editor
We've come up with a new enhanced Deluge editor to further improve your coding experience. Our Deluge editor now detects coding errors as you type. These real-time intuitive error messages will highlight issues right when they occur. No more holding your breath and playing the guessing game with your code!
Note: This is a beta feature, and rollout will happen gradually over time.
Where do I find them?
The new rapid error messages will be displayed in all places (workflow actions, page scripts, and the like) where the Deluge editor is currently available within Creator.
How do I benefit from this?
By providing you with an at-a-glance breakdown of what went wrong, the enhanced Deluge editor will result in less time spent on debugging and ensure your scripting experience will be more intuitive, efficient, and streamlined.
Applicable for: C5, C6
Availability: All DCs
- - - - - - - - - -
QR code and barcode generator
We’re introducing a built-in QR code and barcode generator, allowing you to easily create QR and barcodes based on the data input in fields.
Use case: For example, in an inventory management system, you can automatically generate a QR code or barcode for each product based on its unique ID or serial number entered into the system. When data is entered into the relevant fields, a corresponding QR code or barcode can be instantly generated, which can then be viewed in reports, printed, or sent in emails. This will enable easier scanning for tracking or accessing product information.
How do I benefit from this?
This feature streamlines processes in numerous use cases, helping to reduce manual work and increase efficiency. Additionally, this feature eliminates the need for any third-party tools to generate QR codes.
Applicable for: C5, C6
- - - - - - - - - -
Expandable RTF and multi line fields in reports
Long content in rich text and multi line fields can sometimes disrupt the flow in reports. To improve readability in such scenarios, we’re introducing an expandable option for these fields. When enabled, users will see a content preview with a Show more option to view the full text and a Show less option to collapse it back. Instead of scrolling through long text fields, you can preview essential information and expand it only when needed. This feature will be available in both the quick view and detail view of list and spreadsheet reports.
Where do I find them?
Once this feature is live, you can find it under Configure Fields in the report builder. Under the Display tab for multi line and rich text fields, you’ll find an option labelled Fold Content.
How do I benefit from this?
With this new expandable content feature, you’ll enjoy a cleaner, more organized view of your reports. This enhances the overall user experience by keeping your reports streamlined and easy to navigate.
Applicable for: C5, C6
Availability: All DCs
- - - - - - - - - -
Report export customization
To improve the readability of subform data and composite field data, we’re introducing enhancements that provide more customization options when exporting reports. These options give you the flexibility to choose how the data should be exported.
Going forward, when exporting reports as XLSX files, you'll have enhanced options for where you can choose how to export subform fields and what subfields to export.
You can choose from the below three choices:
- Single column (Default): All subform data is exported in a single column.
- Separate column: Each subform column appears as a separate column within the same sheet.
- Separate sheet: All subform records are exported to a new sheet in the XLSX file, with references to the parent ID.
Additionally, you’ll have the same flexibility to configure how fields like Name and Address are exported, also allowing you to choose specific subfields present in them. This customization option will be available across all export formats.
For such fields, you can choose to export them as:
- Single column: The subfields will be in the same column.
- Separate columns: Each subfield will be in a separate column within the same sheet.
How do I benefit from this?
This allows for better organization and improved readability, ensuring your data is presented in a more structured and easily analyzable format.
Applicable for: C5, C6
Availability: All DCs
- - - - - - - - - -
Enhanced Localization
We'll be expanding the localization options for Edit mode and Admin Dashboard when the User’s browser language option is selected. We'll be adding support for 5 new languages (Indonesian, Thai, Vietnamese, Hungarian, and Dutch). Further, going forward, we'll also support all regional variants of Spanish.
Business value
Extended localization enhances user experience by enabling you to interact with Creator in your preferred language.
Applicable for: C5, C6
- - - - - - - - - -
With that, we conclude this month's updates. Your continued support keeps us motivated, and we're gearing up to introduce even more exciting enhancements in the upcoming months!
Regards,
The Zoho Creator Team
Recent Topics
All notes disappeared
I've been using the notebook app for over five years on my phone without being logged into an account. A few days ago I opened the app and all my notes had disappeared. Since then I tried restarting my phone, updating the app and logging into my account,
How to add tags to a record with jS SDK 1.2/ZohoEmbededAppSDK
Hello Is it possible to add tags to a record with jS SDK : https://live.zwidgets.com/js-sdk/1.2/ZohoEmbededAppSDK.min.js ZOHO.CRM.API.updateRecord Thanks for insights
URGENT: Zoho Forms reCAPTCHA v2 Spam Issue
Hello Everyone, We are encountering a critical issue with Zoho Forms despite having reCAPTCHA v2 enabled. Our business is accessibility-focused, and we are receiving a high volume of spam submissions, which is significantly affecting our workflow and
View all Products by pipeline deal
Very good CRM I use it everyday only problem is modules not being interconnected especially products module. The main problem of products module are separated from contacts and company modules and only being connected to the Deals module. This way there's
Add "Lead Image" in Bulk?
Each of our Leads is accompanied with a URL containing a photo of the lead when they come in. We currently have to manually download then upload the photo to the lead. This is a HUGE waste of time. Is there any way to AUTOMATICALLY add the photos to the
Map fields from CRM record to Finance Suite/Books Invoice fields
I'm trying to auto-fill unique record specific field inputs that I have in my Contacts and Deals modules onto Invoices created from the record's finance suite related list upon creation. One example is a field called "Job Number" that I have in my Contact
Add and Remove Agents from Departments and Groups in Zoho One
Hi Zoho Flow Team, We hope you're doing well. Currently, Zoho Flow provides an action to add an agent to a group in zoho one, but there is no action to remove an agent from a group or a department. Another action that we find missing is the option to
Zoho CRM - best way to search an account and assign to a deal
Hi Everyone I am looking for some advice. I want to find the best way to complete the below steps. We have a deal and once it reaches a certain stage we need to allocate a supplier / vendor to this deal along with the salesperson. I want to add (ideally
What's New in Zoho Analytics - December 2024
Hello Users! We’re excited to bring you a roundup of the latest features and improvements in Zoho Analytics. These updates are designed to elevate your data analytics experience, making it more powerful, interactive, and seamless. Let’s dive in! Expanded
trying to access CRM Variables with JS SDK
Hello i built a widget with Sigma, i create CRM VARIABLES in custom properties. I try to access them in function : ZOHO.embeddedApp.on("PageLoad",function(data) with : ZOHO.CRM.CONFIG.getVariable("mycrmvariable").then(function(data){ console.log("mycrmvariable
How to Assign Record Ownership in a Custom Form via API?
Hello everyone, I’ve created a custom form in Zoho People and I’m using the API to manage its records. I would like to know how I can assign ownership of these records to specific users via the API. Is there a specific parameter or field in the API request
Writing on sketch cards is bugged when zoomed in
When zoomed in, it writes a noticeable distance above or to the side of where you're actually trying to write. The further you're zoomed in, the more noticeable it is. Zooming is also entirely absent on the desktop version.
Private Project
Hi, I would like to know if a user can create a Private project that only he's able to see it. Not even the ADMIN user. Thanks
Apple Messages for Business in Omnichannel communications?
Hello, Apple launched "Apple Messages for Business" but Zoho CRM or Zoho Desk don't appear in the list of possible integrators. Zoho already promotes https://www.zoho.com/crm/omnichannel.html Omni Channel integration, but Apple Messages does not yet appear.
Accordion in tabs to create FAQs, etc.
Accordion elements do not seem to be able to be placed in the tabs. It would be useful to be able to do this. Thank you.
Which are the IP addresses to use for 'split delivery' with Office 365? (Zoho mail inbound gateway)
Hi, I'm trying to set up 'split delivery' (email routing) with Office 365. I'm following the instructions to set up Office 365 as the primary server (https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html) One of the prerequisites
Zoho Projects 2024 Recap
Dear Users, As we conclude another remarkable year, it's the time to reflect on the journey we've just completed. The year 2024, defined by significant milestones, challenges, achievements, and important lessons. Every moment has contributed to the story
Custom Fields at Line Level
Hi, is there an ability to add custom fields at line level? I need to track the start and the end date for each product within an invoice and I can't seem to find an option to do this.
Zoho API Error Code 7019 when adding job.
Hello, I am following the documentation found here. https://www.zoho.com/people/api/timesheet/adding-jobs.html Regardless of how I try and post the data (including just using the example requests), I receive back the response {'response': {'message':
How to see changes with ZOHO.CRM.API.updateRecord(config) without reload page
hello got a widget in account, trigger with a button i copy data to account when click on a button, in my popup All is working well. But i need to reload the page to see the update. How can i see the changes without reloading page, only when close the
How to call a Creator function which is in a different Creator application?
How to call a Creator function which is in a different Creator application?
Unable to send message; Reason: 554 5.1.8 Email Outgoing Blocked
My account is mino@flawless-frames.com, or flawlessframesstudio@gmail.com Could you please unblock my account, I've got restricted from sending more emails
Stock Count
The stock count is a nice new feature, but we cannot figure out how to: 1. Use it without assigning to a person, we have a team or one of multiple do stock counts as do most any company. 2. Add any extra fields to what the "counter" sees. The most important
If I turn off the Task Prefix & ID in the Portal Configuration section, will it remove the dependencies in my projects?
Hi all, basically the title, I am new to zoho projects and trying to get my head around some basic principles. Unfortunately I have not found this information via the search option and after deleting yesterday some Phases I had created in the Phases tab,
Move a Contact from Current Account to a NEW Account
I do not believe the functionality to Move a Contact from a Current Account to a New Account is not available. Please someone tell me I am missing something! I have been through designing, developing, using and selling CRM systems for over 25 years and had this functionality20+ years ago in other CRMs. In the real world people move from one organisation to another. In the sales, finance and technical world it is nice to see the communication history with that person in their old account and also
Force Specific Layout for CRM Contacts Portal
Hello: We're in trial on ZOHO One and looking at the CRM Portal (just for the contacts module). We have a client layout set up for Contacts that is working well for our internally, but for the portal we don't want to require (make mandatory) some of the
Automatic Removal of Departments and Groups for Inactive Employees in Zoho One
Hi Zoho One Team, We hope you're doing well. Currently, when an employee is marked as inactive in Zoho One, they remain listed as a member of their department and associated groups. This creates a challenge in maintaining accurate records and ensuring
Zoho Sheets not compatible with Excel/Google Sheets
In order to share a copy of a Zoho sheet with someone that does not use Zoho, it must be downloaded as MS Excel format and then added to an email. This is a labor intensive, and frankly confusing process. I have forgotten to do this before, only to
Change eMail Template for Event-Invitations
Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you for your answer. Regards, Juerg
Zoho Social integration with Zoho Flow
Is there any plans for Zoho Social integration with Zoho Flow?
Zoho CRM Widget and translations
Hi everyone! We're building a Widget with zoho-extension-toolkit, how is localization supposed to work? "zet init" created a translations/en.json file, but what should go inside it and how is it supposed to be accessed from the Widget/javascript? Thanks
Bienvenue à Zoho FSM : l'optimisation des opérations locales qui offre une expérience de service impeccable
Nous sommes ravis de vous présenter Zoho FSM, la plateforme de gestion des services terrain de bout en bout. Les solutions de gestion des services locaux s'adressent aux organisations qui effectuent des activités d'installation, de réparation et de maintenance
Adding tag to specific record as an acion in a workflow
Hi! I've created the following workflow in the module 'Leads'. When a record meets the criteria, there should be a tag added to the specific record in the module 'Contacts'. In the module 'Leads', there is a look-up field named 'Kandidaat' which is connected
Trying to catch error with ZOHO.CRM.HTTP.get (Response Code)
Hello, I'm trying to get response header from ZOHO.CRM.HTTP.get, in order to catch error like 404 or something else but it seems that ZOHO.CRM.HTTP.get() method only returns the body of the response, and I see no way to access the headers returned. Is
FSM - How to ADD PHOTOS to Estimates & Invoices
How can you add photos to estimates and invoices that are being emailed to the client so the can see what you are estimating and your completed work?
Free developer edition of Zoho CRM
A question for Zoho and other developers: How can you set up a demonstration version of a Zoho CRM implementation to show employers/clients what can be achieved? Do you pay for Zoho CRM Enterprise/Zoho One for this purpose? Does Zoho offer a free version
Can I add Conditional merge tags on my Templates?
Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
Where are scheduled emails stored?
After you schedule an email to go out through the CRM, how do you go about changing that scheduled email? Or even where can I see the list of emails scheduled to go out? They are not listed in my Zoho Mail account in Outbox which has been the only answer
CRM Home Page Dashboard, how can i add zoho desk cases?
How can i see which tickets are in my group as a dashboard component on the home tab in zoho crm? I don't see any way of adding this.
Frontal interview scheduling - room availability in office using Google Workspace?
Hi, We're using Zoho Recruit as our ATS and Google Workspace as our email, calendar and resources management. We want to use the interview feature to schedule an in-person (frontal) interview with the applicants. How can we sync the room resources availability
Next Page