New Application Builder - Zoho Creator

Intro

New Application Builder

Our radical new interface aims to be easier to use and provide better user experience. This page lists the changes made in the new version of application builder and the user dashboard.

User Dashboard

User Dashboard
  • User Dashboard lists all your personal apps, shared apps and workspace apps.
  • Manage Users, Manage Groups, Usage Limit, Rebranding and Backup Apps are moved inside a single page called "Setup" (placed at top).
  • Upgrade/Subscription details are moved to the top link called "Subscription" (for Free and Trial users it will be "Upgrade Now")
  • "Update Credit Card" page moved inside subscription page (placed at bottom of the page)
  • Usage Logs are moved inside "App Dashboard"
  • "My Account" is placed inside Profile Profile Icon popup. In addition "My Account" now holds Schedules and Functions along with "Personal Info" & "Email Address" etc.
  • Note: Schedules & Functions linked will not be available (deprecated) for users who haven't tried it before (including newly signed up users)
Account Setup

App Dashboard

App Dashboard
  • App Dashboard offers a bird's eye view of all the components, backups and usage logs associated with an application.
  • Forms are listed under the Forms section of the dashboard.
  • Views and Reports created for each form are listed under Reports.
  • A HTML view will be known as a "Page" from now on, and listed under the Pages section in the dashboard.
  • Share, publish, access or delete any specific form/report/page right from the dashboard.

Scripts & Schedules

Script is now Workflow
  • Scripts, schedules and functions - together constitute the Workflow of an application.
  • Specify Form and Field action scripts from the Forms tab.
  • Create Form, Report and Custom Schedules from the Schedules tab.
  • Create and execute functions from the Functions tab.

HTML Views as Pages

Hello Pages!
  • HTML Views now have their own identity - Renamed Pages, they are now accessible from the dashboard itself.
  • HTML Views will not be listed along with the other views anymore.

Views & Reports

Consolidated Reports
  • Views created from the Views tab (List, Summary, Calendar and Grid) and Reports created from the Reports tab (Pivot tables and Pivot charts) are now consolidated as Reports.
  • Click on the Reports link listed below each form, to see all the views and reports associated with that form.

Settings → Share & Customize

Settings
  • All configurations specific to an application are now found in a single page - Application Settings.
  • The settings include application details, sharing details, customization of layout and themes.
  • You can also rearrange the components in your application using Sections.
  • Note 1: You can no longer make the whole application as Public however you can continue to make the components form/report/page as Public through "Share".
  • Note 2: Custom theme has been deprecated in the new builder. However custom theme built using old builder will be accessible in new builder but cannot be modified.

Auto Save & Search

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  • Any change made in a form or report, is now auto saved. You need not manually save the changes every time.
  • A search box makes an appearance on the top right corner of the dashboard. Here you can type the name of any component of the application to find it with ease.
  • You can also search for the help pages using this search box.

Changes in Form Builder

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  • Modify form properties and configure email notification from the Form properties section on the right pane.
  • Field properties can now be modified from the right pane itself, instead of the pop up dialogue.
  • No more pressing Done or Save button. Changes will be saved automatically.
  • Payment Module, Form Actions and our new addition Security are placed in Form Settings section on the right pane. (use  Form Settings  icon).
  • By default, a form is set to single column layout. You can change it two column layout using  layout switch  icon.
  • Use the  layout switch  icon to navigate to a report based on this form.
  • Fields toolbar can be minimized or expanded using the  toolbar toggle  |  layout switch  icon placed on top of the fields toolbar.

Fields

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  • The Auto Number field automatically adds sequential numbers against each record added to the form.
  • You can create new subforms from scratch and add fields right from within the form builder itself.
  • The revamped Radio and Drop down fields, come with the "Allow Other Choice" setting, that lets users add new options to your existing lists.
  • From now on new Lookups created from the new application builder will always refer to the ID column.
    • To refer to a particular field's value, you need to use "Lookup.ReferenceField" (eg: Employee.Name).
    • Lookup fields created previously will continue to work with the existing behaviour, only change being the reference field displayed under "Display Fields".
    • "Advance Display Options" has been renamed as "Display Fields".
    • "Set Criteria" has been renamed as "Set Filter".
    • As it will refer only the ID field, it is not possible to get the reference field in Formulas.
  • Add Buttons by using + icon and remove them by selecting the corresponding button and clicking on the X icon.
  • Similarly to remove fields, select the corresponding field and click the trash icon.
  • Switching back to old app builder has some limitations. The fields listed below, can be edited only in the new builder.
    • Auto Number
    • Newly added Radio & Drop Down fields.
    • Subforms which are created from scratch and not by referencing an existing form.
  • Other notable changes
    • The width of each field can be changed using "Appearance" -> "Field Size".
    • To change the deluge name of a field use "Field Properties" -> "Script Settings" (scroll to the bottom).
    • Field type change (eg: Single Line to Multi Line) are not supported right now, will be supported soon.
    • Field level action links "On User Input" & "On Update" have been moved to "Script Settings" -> "Configure field actions".
    • In single line field when you enable "No Duplicate Values", it will automatically enable "Allow multiple empty values" (no separate configuration required).

Changes in Report Builder

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  • Display properties and Preview have been merged under "Summary".
  • Mouse over/click on the display or link name of the Report to rename it.
  • Drag & Drop Interface
    • Columns in reports can be added, removed or rearranged by just dragging and dropping - all in a single section [Column Properties].
    • Related fields of a lookup field also use the Column Properties screen. From the left pane, click on the "Select Related Form" section, to get all the related form fields. Choose the related fields that you'd like to display from here.
    • Drag and Drop fields into the Grouping and Sorting sections, click and rearrange to change the order.
    • Similarly to rearrange the filters just click, drag and drop.
  • Pivot Table and Pivot Chart:
    • Like creating List, Summary, Calendar and Grid Views, you can also create Pivot Table & Pivot Chart, directly from the form itself (instead of creating them based on a View).
    • By default the Report builder will have all the fields of its parent form.
    • To add related fields of a Lookup, in the report, use the "Column Properties" button top right corner of the Report Builder.
    • Under the Settings section, of the Report you can rename the report display name, enable users to export data and control other settings.
    • Specifying criteria to a report has moved to the report builder screen. In order to restrict records being displayed, please use the Filters.
    • To use only logged in user records, enable the same in the "Settings" dialog.
  • Other notable changes
    • Adjust the width and height of an image field using "Column Properties" -> "Field Settings" (use  Field Settings  icon).
    • Numerical fields can have Minimum and Maximum values set, in addition to Summation (use field settings). However, if the Report contains any grouping, this feature is not supported for now.
    • View Definition has moved from the "Script" tab to the Report builder page itself. To access the definition, use the "Definition" link on the left pane.
    • Newly created subform will not have an option link to parent Report since it doesn't have any parent Report/Form to refer to.
    • Old Chart View - as we integrated Zoho Reports to create Pivot Table and Pivot Chart we no longer support editing Chart Views in new app builder.

Record Summary

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  • Create a customized summary view for each record, by just dragging and dropping the fields required.
  • You can also insert images and description to the record summary you create.
  • To create a record summary, navigate to the respective Report and click "Record Summary" from the right pane on the report settings page.
  • Once you have designed the record summary, click "Save".
  • To view the record summary with the actual data, access the report for which you have created the record summary. Mouse over the record you want to view and click on "Edit -> View Record". The Summary for the record will be displayed as you have created.
  • You can even use this record summary in email notifications (send it as inline or as a PDF attachment) configure this under "Form Settings" -> "Mail Notification" -> "Include user submitted data" -> "Choose Template".