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Zoho Creator Help: 6 Tips for Getting Started

By March 27, 2019 April 18th, 2019 No Comments

Zoho Creator HelpIf you just signed up for Zoho Creator and you’re looking for Zoho Creator help and a Zoho Creator tutorial, you’ve come to right place! Not knowing where to begin can be overwhelming, but we’ve got some tips that can help.

Back in the day, people would build their databases using products like Microsoft Access or Filemaker. This evolved. Now software companies like Intuit makes QuickBase and Zoho makes Zoho Creator. These do the same things with one huge difference: They’re in the cloud.

Because Zoho Creator is a cloud-based app creator, you can build your own systems completely from scratch in a hosted environment that can then be accessed by whoever you want, wherever they are, and the app can be integrated into other cloud-based applications—particularly, Zoho applications.

You don’t need to be a programmer to do this. You just need to learn how the application works and to leverage its tools to help you create forms, views, reports, etc.

Can you just use Zoho Creator without using any other Zoho applications? Absolutely.  If you’ve got a need that requires a very specific application built for it, then you could use the Zoho Creator platform entirely on its own. However, most of our clients don’t do that.

Zoho training videos

Instead, they use Zoho Creator to build add-ons to their Zoho apps and to fill in the gaps of what Zoho is not doing. Our clients have used it to create custom applications for managing their bar coding, quality assurance, inventory, projects, trucks or employee time and materials.

So, where do you begin if you need Zoho Creator help? Here are the steps:

Determine your need with Zoho Creator

Look ahead six months and ask yourself this: What do you want to make sure this application is doing when it’s up and running and all the clouds clear? List out the specific objectives of this application, along with dates when you plan on achieving. Make sure when you list the objectives that they are addressing a specific business problem. Ask if there are any other out-of-the-box features in your other Zoho apps that may meet some of these objectives and therefore reduce the work you have to do in Zoho Creator.

Plan out the application

Based on the above objectives, create a project plan. List all the tasks that need to be done related to each objective and a timeline for getting those tasks completed. Use a project management tool with reminders. Ensure that you’ve got the right tools in place for integration. Run the plan by others and make sure you’re not forgetting critical workflows.

List out all of tour fields

In the end, you are using your Zoho Creator application to create a database. I’ve found that when creating a database, it’s good to start with the end first. That is, consider all the fields of data that will be needed for the system to do what you want it to do.

Build forms with Zoho Creator

Now that you’ve figured out what data you want to collect, it’s time to build the forms. Building a form is another thing you’ll have to learn, but a Zoho Creator tutorial can help.

When you build the forms, Zoho Creator will give you the ability to link the fields on the form to fields in other Zoho systems, like Zoho CRM. That will help you integrate your application with another Zoho application.

Build reports with Zoho Creator

A database is only as good as the data you’re getting out of it. As part of your plan, you determined what reports you’d like to see coming out of the system. You’ve created the fields and forms.  Now you want to design these reports.

Build workflow and integration

Every good system has workflow behind it.  When you build workflows, you’ll have the ability to move data between your Zoho Creator built system and other Zoho applications.

Sign up for our Zoho Creator tutorial videos

If you need Zoho Creator help, I recommend checking out Zoho’s excellent Quick Start Guide. Having said that, I also strongly suggest you consider bringing on a partner to help. At the Marks Group ,we have dedicated Zoho Creator experts that can build and support your applications likely in a fraction of the time it would take you to do it on your own. Learn more about our membership and sign up today!