Zoho Creator native app for iPad offers mobile access to your Zoho Creator applications available on the web. The app is available in the following site for download.
You can access your creator apps from the panel which slides in, when you tap on the top left icon. This contains Personal Apps, Shared Apps and Workspace Apps.
Panel showing Personal, Shared and Workspace Apps
Once you touch open the required section, say "Personal Apps", all your personal apps get listed under the Personal Apps header. Tap on the app you wish to access which will load all the forms along with reports of that app. From here, you can view records or access forms to submit records.
Screenshot of creator mobile app displaying an application with list of forms and reports (Android)
To open a form or a view/report, just tap on the respective tab. For example, tap on "Sales" to open the Sales Form .
Screenshot showing a creator form
It is possible to view records of a particular application just by tapping on the respective report of that application. Lets say, you tap on "Sales Data" Application to view its records. This will display all the forms and reports of that application.
Screenshot of creator mobile app displaying an application with list of forms and reports
Now tap on the respective report to view its records. For example, when you tap on "Sales Report", it will display all the records of that report in a list view
Screenshot showing records in a list view
When you tap on a record, the record details get displayed. For example, when you click on the record "Mathew Reese", it will display all the details of that record.
Screenshot showing record details
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To open a particular view/report, tap on the corresponding view/report. All the records containing in that report get dispayed in a list format. On the top right, you have options to "Search" and "Filter" the records. For grouping and sorting, tap on the respective field header to perform the action.
Screenshot showing "Search" and "Filter" options
When you open reports, you will find all the records listed with a checkbox beside each record. The checkbox enables you to select the records and Edit, Delete or Duplicate them. Also when you open a particular record, the icon on the top right of the screen allows you to edit, delete or duplicate the selected record.
Bulk Edit/Delete/Duplicate: As the name suggests, this feature allows you to edit, delete or duplicate more than 1 record at a time. Once you select the edit, delete or duplicate option, it gives you the option to select more than one record to perform the action.
Individual Edit/Delete/Duplicate: Apart from bulk edit/delete/duplicate, you also have the option perform the action on individual records. This includes selecting just one record at a time and performing the required action.
Note:
Personal Apps always have the bulk edit/delete/duplicate option enabled as you are the owner of the app. But shared apps need to have the Bulk option enabled by the app owner for you to use it.The native mobile app also supports Custom Actions. Any functions that have been configured as custom actions can be invoked from the reports page. Selecting the records using the checkbox gives you the option to perform the custom actions. You can choose to invoke the custom actions for one or multiple records at a time. Also when you open a particular record, the icon on the top right of the screen allows you to perform the configured custom actions on the selected record.
Calendar Views are also supported in the native app. If you have created a report with calendar type for an application, it gets displayed in the native mobile app. You can choose to set day view, week view, month view or list view by selecting the required option from the top of the screen.
Screenshot displaying a "Calendar view"
While viewing a record in the "day-view", date-time fields are displayed along with the time and date fields are considered to be full events. For example, if an event starts at 10:00 AM on 1st May and ends at 10:00 PM on 3rd May, then 2nd May is shown as a full event while 1st May and 3rd May are displayed as starting and ending with 10:00 AM and 10:00 PM respectively.
Zoho allows a maximum of 10 simultaneous logins for every unique email address with which you login to Zoho Creator Mobile Apps. To remove the unused sessions, please follow the steps given below: