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.
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.
Zoho Cliq integration via automation
Keep your team in the loop automatically—no manual updates needed. Trigger instant Zoho Cliq messages based on specific triggers in Zoho Tables.
Use case: A marketing team can automatically notify the campaign owner in Zoho Cliq when a campaign status changes or when a new asset is added for review.
New color themes
Give your tables and bases a visual refresh. Our new color themes help you organize, distinguish, and personalize your data with ease.
Zoho Tables on Zapier
Connect Zoho Tables with 6,000+ apps using Zapier. Push or pull data across your tools and build end-to-end workflows.
Use case: A market research team can automatically sync survey responses from a survey tool like SurevyMonkey into a central Zoho Tables base for streamlined analysis and reporting.
Version history with restore
With this feature, you can view past versions of your bases and restore to any point in time with precision.
Use case: Let's say a teammate accidentally updates multiple records with the wrong data. Instead of manually fixing each one, you can roll back to a previous version and continue working without disruption.
Group mail alias
Collaborating with your teams has never been easier. Directly share a base with your team by entering your group email alias instead of entering each member's email. Afterward, your team members can access the base through their email addresses.
Embed view
Share live data with the world. Embed grid and kanban views from Zoho Tables into your website, allowing your visitors to navigate and explore up-to-date information.
Use case: A project manager can share a real-time project tracker with clients, reducing the need for back-and-forth updates.
Report Generation
Create custom reports in various formats such as charts, KPIs, grids, and text to visualize and summarize your data in Zoho Tables.
Use case: A sales team can generate reports to track monthly revenue and customer acquisition, enabling them to identify trends and performance gaps.
Scheduler in automation
Set up automated workflows for predefined intervals, such as hourly, daily, weekly, monthly, or yearly. 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.
Zoho Cliq notifications for collaborator field
Get notified on Zoho Cliq whenever 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 added to any record, they get instant notification on Zoho Cliq. This ensures conversations are on track and you don’t miss any key updates.
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.
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