Zoho Creator Upcoming Updates - November 2023

Zoho Creator Upcoming Updates - November 2023

Hello all!
 
Improvement is a constant pursuit at Zoho Creator, and we're excited to bring you the latest developments and progress in our journey. Let's look at the features you can expect this month:
  • Schedules settings in environments
  • Image compression
  • Set values while adding new entries to lookup fields
  • Deprecation of non-standard URIs 
- - - - - - - - - -
Now, let's dive in and explore each of the updates in more detail:

Schedules settings in environments

Schedules empower you to create timed actions that run periodically, either based on date and time values in your form or fixed date and time settings.

While testing in development and stage environments, currently there isn't an option to suspend the configured schedules for specific environments for each application. To resolve this, we're introducing the option to manage the execution of schedules for environment-enabled applications.
 
How will it work?
Navigate to the Environment Settings of the Development or Stage environment. Then switch to the Workflow Schedules tab.
Suspend All Schedules - Choosing this option will suspend the execution of all schedules for each application.
Application Specific - Only schedules that have an enabled status on the Workflows page will be executed. 
 
How does it benefit you?
This nifty feature is particularly useful during testing—where you may want to suspend all schedules in the environment—and also in effectively managing the schedule limits for that environment.
 
Applicable for: C6
Availability: All DCs
Released on: 18-Dec-23
Reference: Manage development environment and Manage stage environment
 
- - - - - - - - - -

Image compression

As cameras get more powerful, we've witnessed an unintended consequence: increasingly large image files. Unfortunately, these large images have been causing performance hiccups (like larger mail merge template attachments and larger image file uploads) during the loading of reports and pages, and this issue has been a source of frustration for many Creator users. We hear you, and we've come up with a dedicated solution to address this challenge.

How do we plan on implementing it?
We'll be introducing a Compression option under the Field Properties of the Image field.
When disabled - The original size of the image will be used.
When enabled - The image will be compressed to a smaller resolution (2560 pixels).

Note that only the compressed images will be retained if the Image Compression property is enabled, and the original images will not be retained.
 
Which images will be compressed, and what is the output size?
If an uploaded image exceeds 2560 pixels, it will be compressed to fit within that size limit, resulting in a final file size approximately between 500 KB and 1.5 MB.
 
Where will the compressed image be used?
  • Image preview thumbnails in reports
  • Print templates
  • Mail merge templates (Zoho Writer)
  • Mail attachments
  • Export data
  • PDF generation
How does it benefit you?
This allows you to compress images without compromising their quality and without depending on external tools. This means faster loading times and an enhanced user experience.

Applicable for: C5, C6, Android, and iOS
Availability: All DCs
Released on: 13-Dec-23
Reference: Image Properties
 
- - - - - - - - - -

Set value while adding new entries to lookup fields

With this new capability, you can pass parameters from a parent form to a lookup form with ease. Going forward, you can easily set values in the pop-up that's displayed when you click the Add new button in lookup fields. With this update, we aim to resolve the scenario where passing values from a main form to a pop-up form would result in repeated pain points.


 
Use case
Consider a form that contains fields named "Department manager" and "Department name", which is a lookup field with the Allow New Entries property enabled. Now, in the Department name field, when you click the Add New option, the name of the department manager can be passed to the pop-up from the parent using this functionality. Similarly, you can configure any required field's value to be passed to the pop-up form.

How does it benefit you?
The ability to set values for fields when adding new parent records will ensure more dynamic data handling within your applications.

Applicable for: C5, C6
Availability: All DCs
Released on: 20-Dec-23
Reference: Allow New Entries and Set Value While Adding New Entries
 
- - - - - - - - - -

Deprecation of non-standard URIs 

Over the past few months, we've made concerted efforts to remind you about the impending deprecation of non-standard URIs by sending multiple emails. Starting 01-Jan-2024, we will no longer be supporting non-standard URLs. This means that, after the deadline, any attempt to access the non-standard URL will not return a webpage and instead an error will be displayed.

What's the existing behavior?
Until now, using a forward slash "/" to place the parameters and their values in the query string portion of the URL was allowed.

Non-standard URIs
Standard URIs
Change
https://creatorapp.zoho.com/scope_name/
app_name/component_name/field_name=value
https://creatorapp.zoho.com/scope_name/
app_name/component_name?field_name=value
A query string parameter should start with a '?' symbol.
https://creatorapp.zoho.com/scope_name/
app_name/view-embed//component_name
https://creatorapp.zoho.com/scope_name/
app_name/view-embed/component_name
Use only a single slash "/" as a separator in the URL path.

We request that you update all the instances of incorrect URLs used in your applications as soon as possible. If you're having any difficulty in figuring out where you're using them, just reach out to us at support@zohocreator.com and we'll gladly provide you with a list of the instances where non-standard URLs are present in your applications.

Note: This change applies for both Zoho Creator and Zoho One users.
 
Applicable for: C5, C6
Availability: All DCs
 
- - - - - - - - - -
 
That wraps up this month's updates. Your continued support is our driving force and we hope to be back with more updates soon!
 
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

    • 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

    • How do I create an update to the Cost Price from landed costs?

      Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the product

    • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

      Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions

    • Zoho OAuth Connector Deprecation and Its Impact on Zoho Desk

      Hello everyone, Zoho believes in continuously refining its integrations to uphold the highest standards of security, reliability, and compliance. As part of this ongoing improvement, the Zoho OAuth default connector will be deprecated for all Zoho services

    • VoC in Zoho CRM is now data savvy: Explore response drilldown, summary components and participation in CRM criteria

      VoC has all the goods when it comes to customer intelligence—which is why we're constantly enhancing it. We recently added the following: A customer drilldown component that shows you the list of prospects and customers behind a chart's attribute Expanded

    • How do I bulk archive my projects in ZOHO projects

      Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil

    • Error 0x800CCC0F Outlook

      Hello, i cannot send or receive email in outlook. can you please help. 'Sending' reported error (0x800CCC0F) : 'The connection to the server was interrupted. If this problem continues, contact your server administrator or Internet service provider (ISP).'

    • Passing the CRM

      Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

    • 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

    • Zoho vault instal on windows

      I am trying to use Zoho Vault Desktop for Windows, but I am unable to complete the sign-in process. Problem description After logging in to my Zoho account and clicking Accept on the authorization page, nothing happens. The application does not proceed

    • Zoho Browser??

      hai guys, this sounds awkward but can v get a ZOHO BROWSER same as zoho writer, etc. where i can browse websites @ home and continue browsing the same websites @ my office, as v have the option in Firefox, once i save and close the browser and again when i open it i will be getting the same sites. If u people r not clear with my explanation, plz let me know. Thanks, Sandeep  

    • Let’s Talk Recruit: LinkedIn Cheatsheet

      Welcome to the first edition of Let’s Talk Recruit for 2026. We are kicking off the year by revisiting one of the most asked about topics in Zoho Recruit. How our LinkedIn integrations actually work and how recruiters can get the most value from them.

    • Zoho Forms API

      Is there any way to get all form entry list using API? Looking forward to hear from you

    • Creating a Chart from a Report

      In Zoho Analytics, is it possible to create a chart from a Pivot View report? We are looking to use Zoho Analytics to replace Excel for Sales reports and would like to be able to show both the table and the chart together.

    • Ability to Set Client Name During Portal Invitation

      Hi Zoho Team, We would like to suggest an important enhancement to the Zoho Creator Client Portal functionality. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for creating

    • Move email between inboxes?

      Is it possible to move emails from one team inbox to another? We would like to be able to have a single "catch-all" inbox for incoming requests, and then move the email to the appropriate department inbox. I was hoping we would be able to accomplish this

    • PDF Attachment Option for Service Reports

      Hello Team, I would like to check with you all if there is an option to attach PDF documents to the service reports. When I try to attach a file, the system only allows the following formats: JPEG, JPG, and PNG. Could you please confirm whether PDF attachments

    • 【Zoho CRM】データ一覧画面でのメモのバッジ機能リリースのお知らせ

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。2026年度もゾーホーユーザーコミュニティをどうぞよろしくお願いいたします！ 今回は「Zoho CRM アップデート情報」の中から、新機能のデータ一覧画面でのメモのバッジ機能をご紹介します。 目次 概要　メモのバッジ機能について メモの作成について メモに関する様々な処理について 最近追加したメモについて メモのバッジの非表示について クライアントスクリプトの対応 概要　 メモのバッジ機能について 既存の活動バッジに加えて、すべてのタブのデータ一覧表示画面に、各データごとに利用できる「メモのバッジ」（キャプチャ内の赤枠部分）が新たに導入されました。

    • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

      so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

    • Can’t find fsm in zoho one

      Every other app is available to me in Zoho one except fsm

    • Posibility to add Emoticons on the Email Subject of Templates

      Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also show

    • Task Deletion Restriction & Strict Stage Control

      Hello Zoho Community, We have the following two issues currently pending and under testing, for which we require a workable and reliable solution: 1. Task Deletion Restriction We are testing ways to ensure that staff users are not able to delete tasks

    • Unable to mass update a picklist field

      Hello, I have the records within our Accounts module divided between two account types: Parent Accounts & Member Accounts. I am attempting to mass update accounts from one picklist value to the other (within other specific criteria in our custom fields)

    • Process checklist in CRM

      Hi We've created a new sales process that I'm mapping into the CRM - issue I have is that some of the tasks / milestones I would like to capture require very simple tick box responses but there are quite a few under a variety of sub categories so I don't

    • CRM project association via deluge

      I have created a workflow in my Zoho CRM for closing a deal. Part of this workflow leverages a deluge script to create a project for our delivery team. Creating the project works great however, after or during the project creation, I would like to associate

    • Holidays - Cannot Enter Two Holidays on Same Day

      I have a fairly common setup, where part-time employees receive 1/2 day's pay on a holiday and full-time employees receive a full day's pay. Historically, I've been able to accommodate this by entering two separate holidays, one that covers full-time

    • Where is the settings option in zoho writer?

      hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards

    • File emails in Shared email folder

      Hi, I am unable to allow users to collaborate in Shared email folders: User 1 shares a folder let's say "SharedTopic" with full permissions Users 2 and 3 can see this folder but are unable to add emails to this folder or search in this folder. For example,

    • How create a draft via workflow?

      I wish to create a workflow rule for specific emails that creates a draft response - not an automatic email reply, but just a draft with a set response ready to be verified by an agent who can then manually select recipients. Alternatively, the workflow

    • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

      Hi Team, when I,m trying to create a email account (imagixmidia.com.br) it's showing this error >>  This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details plz help me  thanks

    • How to manage task lists in Zoho Desk?

      Hello, I use Zoho Desk for IT customer support. I have a list of standard operating procedures (SOPs), including SOPs for onboarding new users, offboarding users, losing a device, etc. These are lists of tasks to be performed depending on the situation.

    • Zoho → ShipStation Integration – Sales Order–Driven Fulfilment Workflow

      Hello All, I’m reaching out to explore the best way to integrate a shipping tool into our inventory which will speed our process up. We are looking to integrate ShipStation into our existing order-to-fulfilment workflow, as we’re keen to standardise on

    • Business Day Logic Update: More Accurate Scheduling for Your Workflows

      Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable

    • Convert Lead Automation Trigger

      Currently, there is only a convert lead action available in workflow rules and blueprints. Also, there is a Convert Lead button available but it doesn't trigger any automations. Once the lead is converted to a Contact/Account the dataset that can be fetched

    • Default Tagging on API-generated Transactions

      If one assigns tags to an Item or Customer, those tags get auto-populated in each line item of an Invoice or Sales Order when one creates those documents. However, if one creates the Sales Order or Invoice via the API (either directly coding or using

    • User

      If user is already part of manage engine endpoint central , what hapens when i try to add them to another Zoho org / directory? Are these users added as external users?

    • Adding a new section to the related details sidebar when creating a new ticket.

      Hello, I was wondering if you can add a new section to the related details sidebar when creating a new ticket. I was wanting to have it to where it also shows the account information related to the contact chosen as well. This is the section I am referring

    • Displaying only unread tickets in ticket view

      Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that

    • How to compare a subform lookup field that allows multiple entries when edited

      I have a form with a subform with multiple fields. One of the fields is a lookup field that allows a multi select. On edit validation, I want a workflow to execute only when the entries in that subform field has changed. The old. function is not working

    • Next Page