Zoho Creator Upcoming Updates — May 2024

Zoho Creator Upcoming Updates — May 2024

Hello all!

We're back after a brief break with our latest monthly post, packed with exciting new features:
  • During actions in Blueprint
  • Widget configuration
  • Subform column freeze
  • Data types in formula fields
  • Maximum character limits
- - - - - - - - - -

During actions in Blueprint

Adding to the customization options available in blueprints, we'll be introducing a new during section that enables the collection of data from the transition owner when performing transitions. Under this new section, you can choose to either update fields or open a form.

Update fields - This enables you to select specific form fields to display during a transition. You also have the option to skip on-edit workflows while updating these fields.

Open a form - This allows you to specify which form should be opened during the transition. This form opens as a pop-up, and only after successful form submission will the transition be completed.
 

 
Business value 
You'll be able to mandate data that needs to be collected from a transition owner while performing a transition and this data entry can also be used to trigger workflows.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 02-Jul-24
Reference: Understand stages and transitions
 
- - - - - - - - - -

Widget configuration

We're thrilled to announce enhanced customization capabilities for widgets in Zoho Creator. With the all-new widget configuration feature, you can have complete control over customizing the components within a widget, specific to an application.

The latest update allows for configuring widget fields in the manifest.json file during the widget creation process. This means you can define variable fields within the widget to accommodate dynamic values and make use of a single widget across multiple applications.

How will it work?
  1. While creating a widget, you can edit the config section in the manifest.json file to name the fields and specify the component type.
  2. When you add the widget to your page, the Widget Configuration menu will slide in from the right, listing out the configurable fields.
 
Use case
Let's assume you have two software applications, an employee management application and an HR management application. It's essential to maintain records on both application dashboards whenever an employee checks in or out of the organization. To streamline this process, a unified widget can be created, and its fields can be configured dynamically using the manifest.json file.

Business value
Widget configuration opens up a world of possibilities for adding a personalized touch to your applications. In addition to its adaptability to various contexts, this feature fosters reusability, allowing the widget to be utilized across multiple applications.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 11-Jul-24
Reference: Understand Widgets
 
- - - - - - - - - -

Subform column freeze 

We'll be rolling out a new enhancement aimed at improving the editing experience within subforms containing a large number of fields. We understand the horizontal scrolling in these subforms can cause a disorienting experience, leading to a loss of focus.

To address this, we've implemented a solution: column freezing. Now, when editing subforms, the first one or two columns will automatically freeze depending on the view port, providing a stable reference point as you navigate through the remaining fields. Typically, the first two fields will be easily identifiable ones, like name and email, and therefore serve as suitable references.

Going forward, this new behavior will become the default setting and be automatically applied to all users.

See how it works

 
Note: This new behavior will be applicable only for forms, embedded forms, and published forms. It won't be available in PWAs or on mobile.
 
Business value 
This behavior change will result in smoother data entry processes, minimized errors, and improved productivity.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 12-Jul-24
Reference: Understand popup subform
 
- - - - - - - - - -

Data types in formula fields

Our formula field is a powerful feature that allows you to automatically generate a value for each record in your form, based on a predefined expression. Now, we're launching a new field type property with two options: single line (supports up to 255 characters) and multi line (supports more than 255 characters).

Going forward, the single line data type will be the default option for newly created formula fields after the rollout. Existing fields will be assigned the multi line option. However, if you switch an existing field to the single line option, only the first 255 characters will be saved.

Note: The new changes will not affect the current behavior of existing formula fields unless their 'field type' property is changed. Henceforth, any newly created formula field with the multi line data type will come with certain limitations, such as that it cannot be searched or used in pages. Therefore, if you need to use the formula field in these instances, we recommend using the single line field.

Where can I find it?
Once the rollout is complete, you'll find the data type option under the field properties of the formula field.


Business value 
The new updates enhance functionality by making it easier to handle and display data, particularly for larger values, expanding the range of use cases.
 
Applicable for: C5, C6
Availability: All DCs
Released on: 02-Jul-24
Reference: Understand formula field
 
- - - - - - - - - - 

Maximum character limits in fields 

Zoho Creator supports a wide range of fields, each designed to collect a specific type of data. While many of these fields come with maximum limits, such as the 255 character limit for the single line field, others, like the rich text field, have no maximum limits.
In our ongoing efforts to standardize character limits and optimize backend performance, we're introducing limits on fields that were previously unrestricted. Going forward, these fields will support up to 64KB(i.e 65,535 characters).

The new limit will be applicable for the Rich Text and Multi line fields.

These limits are scheduled to be implemented by mid-June 2024. We understand that this change may be significant for you, so we're providing ample time for adjustment to the new limit. We request that you update your fields accordingly, to prevent any errors.

Following the rollout, exceeding the maximum limit will result in an error, and you won't be able to proceed with the form submission. Please be aware that this adjustment will also impact rich text automation conducted using the Creator API.
 
Applicable for: C5, C6
Availability: All DCs
 
- - - - - - - - - -
 
And that wraps up this month's updates! If you'd like to receive email notifications when these features are rolled out, just subscribe to our Release Notes page. Please feel free to share your thoughts on these updates in the comment section below.
 
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

    • Unable to remove the “Automatically Assigned” territory from existing records

      Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the Automatically
    • Track online, in-office, and client location meetings separately with the new meeting venue option

      Hello everyone! We’re excited to announce meeting enhancements in Zoho CRM that bring more clarity and structure to how meetings are categorized. You can now specify the meeting venue to clearly indicate whether a meeting is being held online, at the
    • Google Fonts Integration in Pagesense Popup Editor

      Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts
    • Improved Contact Sync flow in Google Integration with Zoho CRM

      Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this
    • Pro Lite Upgrade - Quick Access Tray

      Hello, I was going to upgrade to Pro Lite but the Quick Access Tray feature isn't available for Windows. Of the four features not available for Windows, the QAT is what I'm most interested in. Are there plans to add this feature for Windows anytime soon?
    • Custom Fonts in Zoho CRM Template Builder

      Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
    • Improved Functionality PO Bill SO Invoice

      Hello, I need to enter over 100 items, it's frustrating to scroll a few item rows and wait for more to load, then scroll again. It would be nice to have buttons that scroll to the top or bottom with one click. Furthermore, these items I'm adding are VAT
    • Wishes for 2026

      Hello, and a happy new year 2026! Let's hope it's better for everyone. I'd like to share some thoughts on Zoho One and what could be useful in the short, medium, and long term. Some things are already there, but not applied to Zoho One. Others seem like
    • How to Integrate Zoho Books with Xero (No Native Connection Available)

      Hi everyone, I’m currently facing an issue with integrating Zoho Books invoices with Xero, as I’ve noticed Zoho does not provide a native integration with Xero at this time. I would like to ask: What are the common or recommended solutions for syncing
    • How to install Widget in inventory module

      Hi, I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?
    • 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
    • error while listing mails

      I can't access email in any of my folders: Oops, an error occurred - retry produces the second error response: error while listing mails (cannot parse null string). I've signed in and out of Zoho, restarted my iMac.
    • Unlocking New Levels: Zoho Payroll's Journey in 2025

      Every year brings its own set of challenges and opportunities to rethink how payroll works across regulations and teams. In 2025, Zoho Payroll continued to evolve with one clear focus: giving businesses more flexibility, clarity, and control as they grow.
    • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

      Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to
    • Send Supervisor Rule Emails Within Ticket Context in Zoho Desk

      Dear Zoho Desk Team, I hope this message finds you well. Currently, emails sent via Supervisor Rules in Zoho Desk are sent outside of the ticket context. As a result, if a client replies to such emails, their response creates a new ticket instead of appending
    • form data load issue when saving as duplicate record is made

      Hello. I have a form with a lookup when a value is selected the data from the corresponding record is filled into all of the fields in the form. But the form is loaded in such a state that if any value is changed it will take all of the values pre loaded
    • 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
    • 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  
    • Where can we specify custom CSS in Zoho Forms custom theme ?

      I'm using a form with a dark theme. The OTP popup window is unreadable, because for some reason, the OTP popup background fixes color to white, but still takes the font color specified in the custom theme. This ends up as white on white for me, rendering
    • 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.
    • Enable History Tracking for Picklist Values Not Available

      When I create a custom picklist field in Deals, the "Enable History Tracking for Picklist Values" option is not available in the Edit Properties area of the picklist. When I create a picklist in any other Module, that option is available. Is there a specific reason why this isn't available for fields in the Deals Module?
    • The reason I switched away from Zoho Notebook

      My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital
    • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

      Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site
    • Ability to Edit YouTube Video Title, Description & Thumbnail After Publishing

      Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing the
    • Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics

      Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. Learn
    • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

      Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted
    • Hide/Show Subform Fields On User Input

      Hello, Are there any future updates in Hide/Show Subform Fields "On User Input"?
    • Cloning Item With Images Or The Option With Images

      Hello, when I clone an item, I expect the images to carry over to the cloned item, however this is not the case in Inventory. Please make it possible for the images to get cloned or at least can we get a pop up asking if we want to clone the images as
    • Archiving Contacts

      How do I archive a list of contacts, or individual contacts?
    • WorkDrive and CRM not in sync

      1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here
    • Custom validation in CRM schema

      Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'
    • Adding Default Module Image into mail merge field

      As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevant
    • Sync Data from MA to CRM

      Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a
    • Is it possible to roll up all Contact emails to the Account view?

      Is there a way to track all emails associated with an Account in one single view? Currently, email history is visible when opening an individual Contact record. However, since multiple Contacts are often associated with a single Account, it would be beneficial
    • Update CRM record action

      Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM module
    • Notes badge as a quick action in the list view

      Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated
    • What's new in Zoho One 2025

      Greetings! We hope you have all had a chance by now to get hands-on with the new features and updates released as part of ZO25. Yes, we understand that you may have questions and feedback. To ensure you gain a comprehensive understanding of these updates,
    • Good news! Calendar in Zoho CRM gets a face lift

      Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
    • Add deluge function to shorten URLs

      Zoho Social contains a nice feature to shorten URLs using zurl.co. It would be really helpful to have similar functionality in a Deluge call please, either as an inbuilt function or a standard integration. My Creator app sends an email with a personalised
    • Edit default "We are here to help you" text in chat SalesIQ widget

      Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!
    • Next Page