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
Unable to produce monthly P&L reports for previous years
My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot create
Bulk Editing Multiple Invoices with Overwriting at time of upload
Hello, I would like to edit a few 100 invoices. Only the HSN needs to be updated. When I am trying to upload the excel sheet with the data updated, I get an error: The Invoices are skipped as they already exist. I know the invoices exist but I would only
Change format of quantity format
Hi, I would like to change the qunatity format from 1,00 to 1. Is this possible? thanks!
Oauth Redirects me to sign in page
I am developing a postman script for me to securely get my credentials via Zoho Vault. With that, I need to authorize my postman to be able to access Zoho Vault. I am currently on Step 1 in this Zoho Vault | API Reference which redirects me to this guide
Not able to change colors help center
Hi. How can I change the orange color in the help center? You can change everything besides this font color And how can I remove the part on the bottom?
Here's why you should refrain from using EasyShip
This is a screen recording which shows EasyShip performance issues. Note well! While we do use the Zoho-to-Easyship integration, the problems are wholly on the EasyShip side. The actual integration of data to EasyShip, and status updates back to Inventory,
How can I create a billable expense.?
Hi, I've a bill of an expenses related to printing and stationary account but it recorded in non-billable expense category. How can I record this expense in billable category. Below is the pathway I've used to record the expense. Purchases. Expenses Click
Introducing Sub-Accounts in Zoho Books!
Hello Everyone, Sub-Accounts is LIVE! Yes, you read it right. The much needed and most requested feature is now live in Zoho Books. The sub-accounts feature in Zoho Books will help you to classify your accounts further which will give you a more detailed view of your accounts while running reports. You can create sub-accounts for the below Accounts: Asset Cost of Goods Sold Expense Liability Fixed Asset Other Asset Other Current Asset Long Term Liability Other Current Liability Other Liability Other
How can I insert and update field data of a sub-form without adding data into the main form’s mandatory fields.
1. I have a main form that contains a sub-form. I need to update the data of the sub-form from a function, but I am unable to do so. How can I achieve this in Zoho Creator? 2. How can I insert data into a sub-form without inserting data into the mandatory
How to autorespond for inactive users?
Hi, we have a few inactive users that we would like to set up an autorespond to the sender telling that the email addresses are no longer active. How can we do that?
Cannot view or interact with polls on IOS
When testing with Android the user will receive a pop up message when a poll is started and be able to access polls via the more menu. This is not the case when using IOS phones, there seems to be no way to view or interact at all.
Calendar view not working in Zoho Projects
Hello Zoho team! Since this morning, clicking on the "Calendar" link in the Projects Menu doesn't do anything. It seems to refresh the page, but it doesn't open the calendar view for tasks. It affects every user in my company. Closing and opening the
Multi Select Filter off comma separated values
Hey friends! I have a query table for a couple of dashboards/ charts. In one of the dashboards, I'm trying to create a multi select filter for the service that is being sold. The way we look at services is by a CRM field titled, "Mail Lead Entities,"
Dashboard filter applied to all reports but not visible on report
Hi, I have two reports which shows sales transactions data - one is graph and the other a pivot table. Both reports use the same base table. There are no filters on the reports so it shows all transactions for the last 6 months. I want to create a dashboard that includes the graph and the pivot table report. However, I want the dashboard to have a fixed date filter that only shows the last 30 days of data i.e. filtering the underlying graph and pivot table to show the last 30 days of order data.
Equipment Scheduling for Efficient Field Service Operations
Zoho FSM helps you nail the critical aspect of field service management, i.e., scheduling the right technicians to the service appointments. Ensuring that technicians have access to the right tools and machinery for their job is also of paramount importance.
Chat issues
I am having a couple problems with the zoho chat feature. When I use Chat from the App bar, not everyone is getting messages (these are to different accounts, Yahoo & Gmail). I did finally get the Users to show up correctly. However, when in an active chat with someone, I only get one sound notification. No other notifications, pop up or otherwise, come through to alert if another message was sent. Also, the bottom Chat bar that shows Active chats while I am in email does not show any online contacts
Problem with multiple pages record template
Hi, I have a record template with multiple pages. When I print, it has gaps between pages. How can i fix it?
Field Update: can't find a custom multi-line text field in the options list
I want to update a custom text field (large size multi-line: 32000 characters) that I have added in the Accounts module using this functionality https://help.zoho.com/portal/en/kb/crm/automate-business-processes/actions/articles/field-updates , but I
Ask the experts - A live Q & A discussion on Zoho Recruit
We are delighted to come back with another edition of Ask the Experts community series. This edition, we'll be focusing on everything about Zoho Recruit. The topics will focus on the features that are used/asked by the majority of users and also based
No Sales Returns on SO's with Dropped Shipped items + Inventory Items
We have encountered an issue in Zoho related to sales orders that include both dropshipped items and inventory items. Specifically, it is currently not possible to create sales returns for the company’s own inventory items from these sales orders. This
Task Due dates and Reminder Date & Time
I like to have a reminder on many tasks in Zoho Recruit. I find the process cumbersome in that each task requires the following: 1. click and select due date 2. Click the reminder box 3. Click on (Reminder) Start Date 4. Click on (Reminder )Time If one
Bug - OTP (email) and No Duplicates
Scenario: Form with an email field, Validation: "No Duplicates" (because I want to ensure 1 entry per email). Embedded form into website (JS option). Enabled email based OTP. 1st test (via my website) - entered my email address - sent OTP - entered pin,
Zoho One Datensicherung möglich
Gibt es eine Zoho One Datensicherung über alle Apps mit eindeutigen Datensatz-Id´s eines Kontaktes in allen Apps und mit allen Bildern (insbesondere Artikel-Bilder)? Wir haben festgestellt, dass die Zoho Books Datensicherung keine Bilder sichert. Und
Note not being pulled for other modules in email template
Hi there, Currently i am creating an email template that is able to pull the data from notes field in estimate module and email it to procurement team where they will be able to receive the email with the contents of the note, i am unable to replicate
Pop Up
Hello, I want to automatically display the information of the attached data in the product module in the related list section of my data in the lead module when the current time matches the "Call Time" field of my data in the leads module. How can I achieve
New feature alert: Witness signing is now available in Zoho Sign
Hello! Getting documents signed with confidence in Zoho Sign just got a major boost! We're delighted to introduce witness signing, where other individuals or entities can be designated as witnesses to observe the signing process and add their signatures
How to report and analyze a multi-select field entries distinctly ?
As many of CRM users I have many multi-select fields that allows me to choose more than one chose in one cell for a specific filed Like: Field A - A;BC - A;C -B;C But when reporting the field it will handle each cell as a "String" not multiple entries
Get the capability to convert documents to different formats
Hello users, In this article, we'll be exploring the Conversion API in Zoho Office Integrator to understand how it can be used to convert documents to different formats right from your web app. Before we get to the details of the Conversion API, here's
Is the Contacts sync between Campaigns and CRM bi-directional?
Is the Contacts sync between Campaigns and CRM bi-directional?
Guidance on Making Zoho Desk Connections Available for All Data Centers
Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on
Issues with certain CRM, Desk & webhook blocks in Guided Conversations
Good day I have been attempting to add a block on our guided conversations, which give our customers relavent information based on their queries. The issue is that when I attempt to use a block that fetches data I get the following error popup: Cannot
Unable to load your extension. Please check your plugin-manifest or Resources.json.
Hi Team, I am using the config module with multiple fields of different types, such as checkboxes and picklists. However, I am encountering the following issues: Error Message: When loading the extension, I get the error: "Unable to load your extension.
Use Zoho Creator as a source for merge templates in Zoho Writer
Hello all! We're excited to share that we've enhanced Zoho Creator's integration with Zoho Writer to make this combination even more powerful. You can now use Zoho Creator as a data source for mail merge templates in Zoho Writer. Making more data from
Analytics Module: Can you move items from one dashboard to another?
Is there a way to move items from one dashboard to another? I want to rearrange my dashboard now that I know what i'm doing but i don't want to remake my various widgets? Edit: Hey Zoho, This would be a good feature: to be able to move/copy widgets to
Can't delete/hide related lists
Hi, Maybe I'm missing something, but I can't seem to find where I delete or hide related lists in a module. When I go to a record and click the little arrow on the right next to the related list, I only get the option to select what fields in that list
Make Widgets Clickable or Copiable
Hi, I created a KPI Widget in Zoho Analytics whose content I would like the users that see my dashboard could copy or click and be redirected elsewhere. Yes, I'm aware I can create a Text Box for that instead of a Widget, but the problem is that the link
Custom API - Need to create a string return value, not only MAP
@Support: When creating a Custom API it only allows a return from a function of MAP type. The service I'm using requires a string return, how can this be achieved?
I trying to connect our PM tool but API shows failure
Hi All, in ZOHO CRM when an enquiry stage is moved to WON then I have created a rule to trigger POST URL to thrid party AP and then create a function for mapping with below code void automation.kytesfunctions(String enquiryId) { // Fetch enquiry details
Automate data upload process like reports
I'll start with the end in mind. I want to basically keep certain creator tables updated with data that are in a sql database/tables in our office (employees, active jobs, employee positions) so I can reference that data and not have to duplicate it by hand every time someone adds a new job or employee in the office desktop software. Here are some thoughts I had about how to do this, but am unsure as to whether any of them are actually possible and how to go about it from there: Is there any way
Automatically assign Contacts to Account owners
Hi, I have a finite number of accounts set up in the CRM, and each new contact that comes in is automatically assigned to an Account according to a rule I set up. I want the Contact owner in the Contacts module to be assigned to the relevant Account owner.
Next Page