Scheduler in automation
Set up automated workflows for predefined intervals, such as hourly, daily, weekly, monthly, or yearly. When you have date fields in your table, you can also set up automated time-based workflows. This ensures that tasks recurring in regular intervals or due on a specific date are automated.
Use case: Consider a team that manages their monthly tasks on Zoho Tables. Every month an email is triggered to the manager with the list of tasks along with the respective statuses.
Base creation with AI
Create a base in Zoho Tables with the help of AI. When you add a prompt, Zia will automatically create a base by analyzing your needs and creating relevant tables, field types, and views.
Use case: Consider setting up a base from scratch for the prompt "Sales Projection". The AI engine will automatically create a base with the necessary fields, saving you time and effort. You can then further customize it and start using the base right away.
Record grouping - Group by
Organize and categorize records based on the values in one or more fields. By grouping records and summarizing data, you can identify trends, patterns, and relationships between data.
Use case: Consider a base of sales data with fields like Salesperson, Region, Product category, and Total sales value. By grouping records based on region, you can easily get regional sales insights.
Zoho Cliq notifications for record comments and collaborator field
Get notified on Zoho Cliq whenever a collaborator tags you in a record comment. You’ll also be notified on Cliq when someone assigns you to a record in a collaborator field. This will significantly improve collaboration by providing real-time updates to relevant parties.
Use case: Consider a team managing their work in a base. When a collaborator is tagged in a conversation about a work item, they get instant notification on Zoho Cliq. This ensures conversations are on track and you don’t miss any key updates.
Content generation field type
Automatically create text content by providing specific inputs, such as field data, keywords, style, or tone. This reduces the time and effort spent on manual typing.
Use case: Consider an ecommerce business that stores product details with fields like Product name, Product type, Features, and Price. The content generation field will create a product description based on the data in these fields.
Lock fields in tables
Restrict access to certain fields in your base to prevent collaborators from modifying or deleting them. This ensures that critical information remains unchanged, maintaining data integrity and preventing unauthorized edits.
Use case: Consider an HR team that manages employee data in Zoho Tables. Details like Employee ID and Date of Birth are constant and should remain unchanged. With this feature, these fields can be locked, ensuring that this critical information stays unmodified.
Save as template
Create and save a base in Zoho Tables as a template for later use. This makes it easy to replicate base structures for future use without needing to start from scratch.
Use case: Consider a team organizing a workshop every month. For each event, they need a detailed plan, including tasks, deadlines, POCs, and logistics. Instead of creating this layout from scratch every month, they can set up the initial base and save it as a template.
Guest mode for mobile apps
Users can try the basic features using our mobile app without signing up for Zoho Tables. This is helpful when users need a quick look into how the product works without the hassle of creating/setting up an account.
Form builder for mobile apps
Create, edit, and manage forms from the Zoho Tables mobile app. This makes data collection and form management more efficient and convenient.
Use case: Consider an operations team that inspects equipment and updates the status of their inspections. A form builder in a mobile app can help the manager create forms from anywhere at any time so the team can instantly update data in real time.