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Zoho Creator
Build Powerful Custom Business Applications

Develop custom applications using forms, workflows, reports, dashboards, Deluge scripting, pages, portals, widgets, approvals, integrations, and enterprise application architecture to automate business processes.

Course Modules

Zoho Creator Development

Application Architecture in Zoho Creator

  • The Component Model
  • Creating Applications
  • Application Settings

Form Design Fundamentals

  • Creating Forms
  • Form Layout and Structure
  • Stateful vs. Stateless Forms

Field Types and Configuration

  • Basic Fields
  • Choice Fields
  • Advanced Fields
  • AI and Integration Fields
  • Field Properties

Subforms: Collecting Repeating Data

  • Adding a Subform
  • Managing Subform Fields
  • Subform Scripts

Step-by-Step: Building an Invoice Application

  • Step 1: Plan the Data Model
  • Step 2: Create the Master Data Forms
  • Step 3: Create the Invoice Form with Subform
  • Step 4: Configure Workflows
  • Step 5: Configure Reports
  • Step 6: Create a Dashboard Page

Form Validation Rules

  • Built-in Validation
  • Custom Validation with Deluge
  • Field Rules

Reports: Visualizing Data

  • List Report
  • Summary Report
  • Calendar Report
  • Kanban Report
  • Pivot Table Report
  • Map Report
  • Timeline Report
  • Spreadsheet Report
  • Report Properties

Data Relationships

  • Lookup Fields
  • Multi-Select Lookup Fields
  • Subform Relationships

Statuses and Blueprints

  • Configuring Statuses
  • Blueprint Overview
  • Blueprint Design Best Practices

Page Navigation and Application Structure

  • Navigation Panel
  • URL-Based Navigation
  • Boards

Zoho CRM Development

Introduction to Deluge

Where Deluge Runs

Language Fundamentals

  • Data Types
  • Variables and Operators
  • Control Flow

Built-in Functions

  • String Functions
  • Date and Time Functions
  • Math Functions
  • List Functions
  • Map Functions

CRM-Specific Deluge Functions

  • Fetching Records: zoho.crm.getRecordById
  • Creating Records: zoho.crm.createRecord
  • Updating Records: zoho.crm.updateRecord
  • Searching Records: zoho.crm.searchRecords
  • Deleting Records: zoho.crm.deleteRecord
  • Getting Related Records

Custom Functions

  • Creating a Custom Function
  • Function Parameters
  • Return Values
  • Scheduling Custom Functions
  • Debugging Custom Functions

Client Scripts

  • Form Events
  • Creating Client Scripts
  • On Load: Page Load Event
  • On Change: Field Change Event
  • On Save: Form Save Event
  • On Submit: Form Submit Event

Server Scripts and Workflow Functions

  • Associating Functions with Workflow Rules
  • Workflow Trigger Scenarios

Server Scripts and Workflow Functions

  • Associating Functions with Workflow Rules
  • Workflow Trigger Scenarios

Working with Subforms and Lookups

  • Subform Operations
  • Lookup Field Operations

Email Operations

  • Sending Emails

Zoho Desk Development

The Ticket Lifecycle

  • How Tickets Are Created
  • Ticket Properties and Fields
  • Ticket Statuses and Transitions
  • Custom Ticket Statuses
  • Ticket Priority Framework
  • The Complete Ticket Lifecycle Flow

The Agent Workspace

  • Agent Dashboard and Workspace Layout
  • Ticket Views and Filters
  • Work Modes: Dynamic Ticket Categorization
  • Agent Collision Detection
  • Time Tracking
  • Working with Individual Tickets
  • Snippets and Response Templates
  • The Reply Editor Deep Dive
  • Ticket Read Receipts

Macros

  • Creating Macros

Departments, Products, and Support Structure

  • Organizing Support with Departments
  • Teams in Zoho Desk

Module, Layout, and Field Customization

  • Understanding Layouts
  • Creating and Customizing Layouts
  • Layout Rules
  • Custom Fields
  • Validation Rules on Layouts
  • Advanced Layout Customization
  • Ticket Templates

Notification Rules

  • Configuring Notification Rules
  • Notification Channels and Delivery Methods
  • Notification Template Customization

Workflow Automation

  • Understanding Workflow Rules
  • Advanced Workflow Patterns
  • Workflow Examples
  • Scheduled Workflows
  • Custom Functions in Workflows
  • Scoring Rules

SLA Policies

  • Understanding SLAs in Zoho Desk
  • Creating SLAs
  • SLA Best Practices and Business Scenarios
  • SLA Dashboard and Monitoring

Assignment Rules

  • Direct Assignment Rules
  • Round-Robin Assignment
  • Skill-Based Routing Deep Dive
  • Assignment Rule Evaluation Order

Blueprints

  • Understanding Blueprints
  • Blueprint Transition Configuration Details
  • Blueprints Dashboard

Zoho Flow: Workflow Automation

Introduction to Zoho Flow

  • What is Zoho Flow?
  • Key Concepts
  • How Zoho Flow Works

Navigating the Zoho Flow Interface

  • My Flows
  • Flow Detail Views
  • Settings
  • Organizing Flows with Folders

Building Flows from Scratch

  • Creating a New Flow
  • Configuring Triggers
  • Adding Actions
  • Data Mapping
  • Advanced Data Mapping Techniques

Logic Elements

  • Decision
  • Delay
  • Loops
  • Custom Functions
  • Send Email
  • Set Variable

Data Manipulation and Expressions

  • Field Mapping Expressions
  • Working with JSON Data
  • Working with Arrays

Zoho Ecosystem Flows

  • Understanding Zoho Ecosystem Integration Architecture
  • Projects + CRM Flows
  • Projects + Desk Flows
  • Projects + Campaigns Flows
  • Sprints + Communication Platform Flows

Third-Party Integrations

  • Google Workspace
  • Microsoft 365
  • Communication Platforms
  • Developer Tools
  • E-Commerce Platforms
  • Other Integrations

Multi-Step and Complex Flow Patterns

  • Sequential Multi-Step Flows
  • Conditional Branch Flows
  • Subflows
  • Error Handling Patterns: Deep Dive
  • Parallel Branches

The Flow Builder Tools

  • Test and Debug
  • Notes
  • Version History
  • Builder Keyboard Shortcuts
  • Step Context Menu

Monitoring and Troubleshooting

  • Flow History
  • Error Alerts
  • Common Error Types and Solutions
  • Debugging Techniques
  • Advanced Debugging with Custom Function Logging
  • Proactive Flow Monitoring Strategy
  • Rerun and Recovery Procedures

Best Practices for Development

Application Design Patterns

  • Data Model Design
  • Application Structure Patterns

Deluge Coding Standards

  • Script Organization
  • Variable Naming
  • Error Handling Standards
  • Script Documentation

Performance Optimization

  • Script Performance
  • Form Performance
  • Report Performance

Security Best Practices

Testing Strategies

  • Development Environment Testing
  • Stage Environment Testing
  • Testing Checklist

Deluge Testing Patterns

  • Unit Testing Deluge Functions
  • Integration Test Pattern

Documentation Practices

  • Application Documentation
  • Changelog Management

Scalability Considerations

  • Data Volume Planning
  • Multi-Tenant Design

Deployment Workflow

  • Recommended Deployment Process

Common Pitfalls and How to Avoid Them

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Course Bundle Fees
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What You'll Get
  • Hands-on Development Across Zoho Creator, CRM, Desk and Flow
  • Practical Deluge Programming Experience
  • REST API and OAuth Integration Skills
  • Enterprise Workflow Automation Techniques
  • Widget and Marketplace Development Knowledge
  • Real-World Business Application Development Experience
  • Deployment, Security and Governance Best Practices
  • Blue Ocean Academy Mobile Learning Access
  • Industry-Ready Skills for Zoho Developer and Technical Consultant Roles
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