Creator Help

Overview

About Zoho Creator

Zoho Creator is that software that helps you create applications on your own - online. You can configure custom workflow that add business intelligence to your apps, use schedulers to automate redundant tasks, generate Pivot tables and charts to interpret data and share the collected data with Users, with controlled access to the data. Users can access real-time data from anywhere, anytime even on their mobile phone.

The Zoho Creator user interface supports two different roles : Application Creator who creates the application to meet his requirement (for eg: Project Manager who needs to keep track of his projects, creates ‘Project Tracker’ application) and the User (for eg: team members of the project) who access the application. 

Create the Application

A Zoho Creator application basically comprises of one or more Forms, Reports and Pages. The basic steps involved in creating and accessing a Zoho Creator application are explained below.

Add Forms/Tables

A Form is made up of one or more fields that allow the user to enter information. The Form Builder helps you create Forms easily with simple drag-and-drop of the required fields. By default, when a Form is created, Zoho Creator will have a table generated at the back-end to store data submitted through the Form.

Form Builder

Form Builder

Relate Forms/Tables

Forms are self-contained. They can function alone and need no other form's aid to collect data. An application is a collection of forms that are closely associated with one another. The lookup field and the subform field help to establish this relationship between Forms.

A lookup field on one Form fetches data entered into a field that resides on another Form. One-to-one and Many-to-many relationships can be established using single-select and multi-select lookup fields. The relationship can be established between forms in the same application or in different applications.

One-to-many relationship is created using Subform fields. You can add an existing form as subform or directly create the required subform in your parent Form.

Create Reports

Zoho Creator supports multiple Report formats to display the data collected via Forms. You can display data as a List, Calendar, Summary, Grid, Pivot table or graphically as Pivot charts. In addition, you can sort or filter data on any column and isolate the required data alone from the large repository.

Report Builder

Report builder

Create Pages

Pages are the customized HTML Views that can be designed using a combination of HTML and application data. You can make excellent dashboards, presenting dynamic Reports using Pages.

HTML Page Builder

HTML Editor

Add WorkFlow

Add business workflows, automated tasks and custom actions to your Forms and Reports to make your application more powerful and robust. The script builder provides a drag-and-drop user interface to define the workflows and tasks easily, without any errors.

Script Builder

workflow

Share Application with Users/Groups

The Share page displays the layout of the application on the left side with the Forms and Reports arranged under each tab. The application owner can share the entire application or only specific Forms and Reports, with specific users or user groups. 

Using Application Settings, the owner of the app can configure the overall application (application name, date format, time zone, etc.), customize the layout and theme, and rearrange the components and sections in the application.

Application Settings - Share 

share

Access the Application

Shared users can access the Forms, Reports and Pages in your application based on the access permissions provided by the application owner. Here is a screen-shot of the Form, Report and Page when accessed from live mode. 

Form

Access mode of a Form where data is entered

Form Livemode

Report

Access mode of a Report where data is displayed as a list.

View Livemode

Page

Access mode of a HTML page where data is displayed dynamically based on user input

HTML Pages

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