Zoho Creator Upcoming Updates - December 2024

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
Released on: 31-Jan-25
Reference: Generate Deluge Scripts Using Zia Assistance

- - - - - - - - - -

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

Availability: All DCs
Released on: 12-Dec-24
Reference: Understanding QR/Barcode field

 

- - - - - - - - - -

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
Released on: 20-Jan-25
Reference: Set fold content property

 

- - - - - - - - - -

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
Released on: 20-Jan-25
Reference: Export data from reports

 

- - - - - - - - - -

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

Availability: All DCs
Released on: 05-Dec-24
Reference: Understand Localization

 

- - - - - - - - - -

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

• Topic Participants

• Ashwin Vishal R

  

• Ram Freedman

  

• Ben Norman

• naveh lev

  

• Maurizio Bolognani

• 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

• Simplified Call Logging

  Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following

• Sub form doesn't as formula field

  Is it possible to get formula field in sub form in futures?

• Week date range in pivot table

  Hello, I need to create a report that breakouts the data by week.  I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 1 2014' format.  Is there anyway to get the actual dates in there? ex. 1/6/2014-1/12/2014 Thanks,

• How do I get Status History data of my Projects?

  I want to build a table in Zoho Analytics that Groups by Date, when Projects entered a certain status. I cannot find Status History or any such useful data available in the Setup of my Data Source sync. Please advise how I can achieve this?

• Is it possible to hide fields in a Subform?

  Since layout rules cannot be used with Subforms, is there another way, or is it even possible, to hide fields in a subform based on a picklist fields within said subform? For example, if the Service Provided is Internet, then I do not want to see the

• Weekly Tips :Instantly find what you need with Attachment Viewer

  Your inbox must be packed with project emails, shared notes, and scattered attachments. You are looking for one specific file—a presentation slide or maybe a media clip from a team update—but don’t want to dig through endless email threads or switch between

• Missing Zoho Desk integration option for form workflows

  According to the help page "Configure Zoho Desk integration in form workflows" we should be able to select Zoho Desk as an integration target but when I open the integrations list then Zoho Desk is not being listed in it. We are on the Premium plan which should already support Zoho Desk integrations.

• Gantt for 2 or more projects

  Hello, I'm trying the free version of your produtc. It is veryyy good!!!! I don't know if in the Standard plan, I can overview a Gantt Graph for 2 or more Projects Milestone. This would be very helpfull for managing teams and taking decisions about who I will assign a task to. In the paid plan Do I have this possibility? Thank you.

• Integrating a Zoho Project Gantt Chart into Reports

  Is is possible to integrate a Zoho Project Gantt Chart into a Zoho Report Dashboard. I am in the process of creating Project Status Dashboards for the projects that we track in Zoho Projects and I would like to incorporate the gantt chart within Reports.  Please let me know! Thanks

• ZOHO BOOKS - EXCESSIVELY SLOW TODAY

  Dear Zoho Books This is not the first time but it seems to be 3 times per week now that the system is extremely slow. I work on Zoho Books 95% of my day so this is very frustrating. Zoho you need to do something about this. I have had my IT guy check

• Gantt Chart - Zoho Analytics

  Are there any plans to add Gantt Charts capabilities to Zoho Analytics?

• Displaying related quotes in sales order and back

  Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank

• Tip of the Week #71–Auto-move incoming messages to the right inboxes with keywords

  We all know that customer-facing teams, especially your sales and support teams, can’t afford to miss even a single customer conversation. But sometimes, sales queries or support requests can easily get lost in a crowded inbox or even end up in the wrong

• Clearing Fields using MACROS?

  How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.

• Migrating a Zoho Forms form into Zoho Creator

  Hi, How can I migrate my Zoho Forms form into Zoho Creator? Thanks. Truly, Emad

• Is there any way to recall an email sent using Zoho CRM?

  If an email is sent using Zoho Mail, there is a recall option/functionality that is available to the sender. Is there any way to recall an email if it was sent using Zoho CRM? I can't seem to find that option. Any help would be appreciated.

• Problem with reports due to "Connected" items change - Yes this IS a problem

  Now that the change has been made to use "connected" items I can no longer run the reporting I need in CRM. I should be able to start with Deals as the parent, connect down to the Account (Account_Name) on the deal as the child, then to any child items

• Introducing notifications in the vendor portal

  Imagine this: You're a recruiter working with multiple vendors on a high-volume hiring project. You’ve just updated a job description after a last-minute change from the hiring manager. One of your vendors, however, is still working off the older version

• CRM limit reached: only 2 subforms can be created

  we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.

• LESS_THAN_MIN_OCCURANCE - code 2945

  Hi I'm trying to post a customer record to creator API and getting this error message. So cryptic. Can someone please help? Thanks Varun

• Analytics for notes created

  Is there a way I can see how many notes were created per day? Via reporting or analytics?

• Cannot update Recurring_Activity on Tasks – RRULE not accepted

  Hello, I am trying to update Tasks in Zoho CRM to make them recurring yearly, but I cannot find the correct recurrence pattern or way to update the Recurring_Activity field via API or Deluge. I have tried: Sending a string like "RRULE:FREQ=YEARLY;INTERVAL=1"

• Add image to report...

  Greetings, I send a weekly color coded report via Creator email. I would like to add the legend somewhere in the report. Header, footer where ever. I have the legend saved on Google Drive and can access it via shared link. Sure someone has wanted to add

• More controls for User Fields in CRM

  Dear All, We are here with a minor but crucial enhancement to the user fields—now set accessibility permissions to the records for user field. User field allows you to extend co-ownership of records to your peers. You can collaborate with them for certain

• Calls to accounts rather than leads or contacts?

  So..... We have a dilemma and I'm hoping someone has encountered this before and figured out a fix. We have just migrated to Zoho. It's great.....expect for how "Calls" are handled.... We are B2B. We do not use the leads module. A "Lead/Prospect" for

• Image Upload Field | Zoho Canvas

  I'm working on making a custom view for one of our team's modules. It's an image upload field (Placement Photo) that would allow our sales reps to upload a picture of the house their working on. However, I don't see that field as a opinion when building

• Power of Automation :: Automated 'Delayed & Closed' Status Update Based on Due Date

  Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

• Lead Blueprint transition in custom list view

  Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed

• Range names in Zoho Sheet are BROKEN!

  Hi - you've pushed an update that has broken range names. A previously working spreadsheet now returns errors because the range names are not updating the values correctly. I've shared a video with the support desk to illustrate the problem. This spreadsheet

• populate email address and name in zoho desk?

  Is it possible to populate the email address and name in the zoho desk widget? We only use it in the context of an authenticated user, so we already know the user's name and email. Thanks,

• Are there default/pre-built dashboards in Zoho Desk?

  Hi, I am looking for some pre-built dashboard templates in Zoho Desk, similar to what we can find in CRM/Projects, etc Thank you

• SAP S/4 HANA to CRM Integration - change the SAP Client ID

  Hi I am trying to push the business partners from SAP S/4 HANA to ZOHO CRM module. The SAP Client ID is 421 in my case....kindly let me know how do I specify the sap client because it's a dropdown with specific values as of now. Thanks Ravi Aswani

• Adding branded signature to tickets reply

  Hi, i am unable to figure out how to add signatures with logo to tickets reply. please advice .

• How to share ticket numbers across different ticket types

  I'm running an event and have three different ticket types. Add on Event + Main Event - Early bird Main Event only - Early bird Add on Event only - Early bird And Standard class - shown but not available until early bird finishes Add on Event + Main Event

• Adding Social Media Buttons to Basic Campaigns

  Hi, I'm quote new to using Zoho Campaigns and I can't work out how to add Social Media Buttons into my basic campaign? In MailChimp there's a button that brings the icons into your campaign for you. I've tried adding the social media icons as 'buttons' in Zoho but it's not looking great. Can anyone help? Thanks!

• Hide Inactive Social Sign-In Providers from Login Screen

  Hello Zoho Team, We hope you are doing well. Currently, Zoho One allows admins to configure security policies and enable or disable Social Sign-In options for third-party providers such as Apple, Google, Microsoft, LinkedIn, Yahoo, Twitter, Facebook,

• [Free Webinar] AI Agents in Zoho Creator - Creator Tech Connect

  Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

• Download All Attached Files

  It would be extremely useful to have "download-all" functionality for downloading files attached to a task, subtask, comment, forum post or hosted in the "Documents" section etc. We've instructed our users to zip multiple files prior to uploading, but of course they forget all the time. Having to download lots of files one-at-a-time off a comment or task wastes a lot of time.

• Ship via Carrier Not Working Since Commerce Update

  Since the recent update to the Commerce platform, I can no longer use the ship via carrier function. It will take me to the address screen and let me verify them but when I go to save and move tot he next screen it will not do anything. This is happening

• automations: Can I execute a step on a specific date?

  I have created a form in Zoho forms, and created a contacts list. I have also begun setting up an automation with the intention of sending the form to the contact list on a specific date every month (via email) for the entire year (essentially sending

• Next Page