Build intelligence into your Zoho Creator forms

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If there’s one feature we had to pick in Zoho Creator that could help you achieve the most, with the least amount of effort, it’s Form Automation.

Form automation is a time-saving addition to Zoho Creator that can make your everyday work easier. It allows you to define your business rules and workflows. The best part is you can do this without any coding.

With this feature, your app can now show/hide fields or sub-forms or complete a set of tasks when a form rule is met while the user fills, submits or modifies a form. You can trigger actions such as displaying custom confirmation messages, redirecting users to different web pages, sending predefined email/SMS notifications based on different rules that are met.

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Easily generate brochures, payslips, contracts and more with Zoho Creator’s Custom Record Summary function

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Recently, our facilities team was looking for a simple way to manage purchase orders. They decided to try the Custom Record Summary feature in Zoho Creator and instantly, the tedious task of generating and managing purchase orders was a thing of the past. Needless to say, they were able to retire the old time-consuming purchase order system and process. And, more importantly, now it just takes a few clicks for our facilities team to create beautiful and accurate purchase orders (Print/PDF Version).

Sample Templates created using Custom Record Summary

In case you missed it, the Custom Record Summary was recently released in Zoho Creator.  This versatile feature allows you to create nearly any type of customized template for your business. Once the template is created, Zoho Creator automatically populates the template with your data.

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Localize custom business apps with Zoho Creator

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Zoho Creator App TranslationZoho Creator customers don’t just speak many different languages, but they also collaborate with co-workers, customers and vendors who speak several other languages. App translation is important to our customers. And, here it is.

We’re excited to announce that you can now easily translate your Zoho Creator apps into multiple languages.

Got coworkerscustomers, vendors speaking different languages?

Want to share the business app with colleagues in French and Chinese? We’ve made that easy. Create your app in any language and users accessing the app can view it in their preferred language. Break down the language barrier quickly and efficiently, as both speak in your native language. 

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5 questions you should ask yourself before you build your custom business app

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The difficult part of building a custom business app is not the programming. After all, with Zoho Creator you don’t need to be a programmer. The tougher part is being clear about what your app should do and how it must be structured. Answering the following 5 questions helps you achieve exactly that. So let’s get started. 

1) What does this app need to achieve?

Begin by defining the process that you need to automate. Do you need to manage the inventory, sales pipeline, registrations or a more complex set of processes? Note down the process step by step and list out the key pain points that you want your app to solve. Most importantly, determine the different groups of users and keep their requirements in mind.

For example, if you’re building an Order Management application, it would typically consist of order placement, modification & cancellation; inventory check-in/out; and payment processing. The different stakeholders would be the inventory manager, the customer, the delivery team etc.

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New Addition: Record Level Security & Permission

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Great news for those who share Zoho Creator apps with multiple people. On the Enterprise Plan, you can now provide access to specific data only to the people you choose. Assign and control access permission to any information in the application, down to every record & field.

Safely share reports or forms

Share your app with internal teams, customers, partners or resellers. Signed-into the same app each of them will only view/edit the data that they are authorized to. With user roles & profile settings, users can view or work with the whole application or only the reports or forms you chose to show.

User Role Creation

Record-Level Security

You can set the access permission for every field in the form or record in the report. Simply create roles, decide what users will be allowed to see and assign them to the roles created. Choose exactly what they see, what they can edit or delete in any application. Zoho Creator offers user authentication and security for all the information on the app.

Record level Permission 

Take an inventory management application, for example. You want the Senior Manager to see the custom dashboard with monthly report of orders fulfilled, quarter on quarter revenue numbers etc. In the same application, the dispatch team can view and update the dispatch related information. Your store manager can order an item or edit the order requests. And you could enable all the vendors to check out the information pertaining to them without access to other data or reports through a customer portal.

Managing the data set that each user or group of users can view/modify not just impacts data security but makes data sharing and access convenient.

To manage the data access permissions for your Enterprise Plan, click here

Working with Zoho Creator? This is the event for you.

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Zoholics DevelopersWe are very excited to be organizing our first conference focusing on our developers. Zoholics Developers is a conference featuring sessions that deep-dive into Zoho Creator, the app building process and showcases the latest and the next on-the-charts from Zoho Creator. The event is scheduled for March 20-21 at Burlingame, California.

Be ready to grasp the tips & tricks from the experts and go back with your own Zoho Creator cheatsheet. Interact with your peers and learn from the remarkable apps they have built. Come prepared to transform your business processes and discuss your ideas or challenges one-on-one with the people who know Zoho Creator best. (You would have to book your slot right away, though.)

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SMS Notifications on Zoho Creator: Helps you reach out

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Does your business feel the need to reach out to your customers with intimations, updates or alerts? For instance, you may want to notify your customers about a change in tariff, send them a confirmation, communicate new/enhanced offerings or it could just be to build a rapport with the customers.

As evident as it is, you need good communication and engagement practices for your products/services for the customers to build/retain faith in you. The method of communication used plays a key role besides the message itself. And each unique situation is best complemented by a specific channel of communication.

As a product, Zoho Creator is constantly evolving. We are finding new ways to make it easier for our customers to do effective business with their customers. Since communication has become an important facet of a business, we are bringing in new solutions that cater to such requirements of our customers. One such offering which we have recently developed is the SMS notification.

As per statistics, 97% of the text messages are opened compared to only 5% of emails, while 83% of the text messages are opened immediately or within 3 minutes of their arrival, emails have a much larger gap period. Needless to say, SMS has penetrated as a preferred channel of communication for the short & important messages.

Now it is easy to send a “Thank you” SMS when a customer fills out an order form. You could select the notification option when records are modified. The next requirement that pops up commonly in businesses is to notify when a condition/criteria is met. For this, we have a Rule Builder, which makes it easy to set the conditions and invoke an SMS notification. The combined power of the SMS notification and Rule Builder empowers you to meet many business requirements easily. To make it more convenient for you, Zoho Creator has integrated with popular services like Clickatell and Twilio.

Yet, there maybe requirements that may not be solved with both. For instance, you may want to remind your users at a particular time, like on the day of appointment. In such a scenario, you could simply schedule the SMS notification. For similar and other more complex requirements, we have provided predefined deluge script functions. Just create a schedule with an appropriate configuration and write a single line of code and the appointment reminder workflow is ready.

Want to take a spin, just checkout the SMS Notification and Rule Builder.