Relational data is fully supported within Creator and is simple to configure - by simply adding a Lookup field to a child record for example. The employee listing below, for example, has leavers greed out and some buttons which perform 'custom actions': There are many more options for your reports including which users can access them, conditional formatting, 'custom actions' (more later), etc. When the report is run, users can choose to apply the filter: If you wanted to provide a custom filter for your users which would limit the report to only Current Employees (assuming you had a tick box for this) you would do this: In the Filter section, you can enable and disable default filtering options available to users of the application and also build custom filters for the report: Here, for example, I am grouping by 'Organisation Unit' and sorting by Full Name. In design view you can also add grouping, sorting and selection criteria: You have a number of ways to customise this - for example you can hide fields by either removing them from the report in design view or, using the Eye symbol top left you can remove them in runtime. This is effectively the default report for this Form - and includes all fields in the form. Here is a screenshot of a basic list report based upon Employees:Īnd this is what it looks like at runtime: Reports can also be displayed in a number of formats (Lists, Calendars, Charts, etc) and you can perform groupings, selections and so on. When you create a 'form' the system also creates an associated Report which are used to navigate through records, select records for single or batch edits, delete, etc. There's plenty of flexibility here to store all your data! In run mode this form looks like this: Some of these are mobile enabled - you can capture signatures and take photos on your device for example. Hopefully, you can see the wide range of options available for the form overall - as well as the number of different field types including file upload, images, formula fields, signatures etc. Let's have a look at the Employee 'Form': Here is an example of the dashboard within Creator where you can see all the forms and other items in the app: This process creates both a form which is used for adding and editing data and also the underlying database table and all its fields. With Zoho, you start by building 'Forms'. As with some of the previous reviews, I am going to base this review on an HR app - one, in fact, that I am actively working on for the Zoho Marketplace - which I've named KasPer HR. Getting Started - Building your first AppĬreating a new app starts from the Creator home page - from where you can click New Application. There are a huge number of options in Creator and I will only be able to scratch the surface in this review but I hope that, by the end, you will have a good idea of its capabilities. Within the Zoho suite, Creator is the tool you would use to build solutions which are specific for your business - and where simply customising one of their other services wouldn't meet your needs. Zoho's intention is to become 'the Operating System for Business'. Zoho Creator is a tool designed to "build apps that are perfect for your business" and has been around for a while now as part of Zoho Corporation's suite of Apps (which include CRM, Finance, HR, Collaboration, Help Desk etc).
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