Zoho Creator

Deliver Professional Events with Power, Precision, and Simplicity

Course Brief

The Zoho Creator onboarding course from Pinnacle Business & Marketing Consulting is designed to give you everything you need to confidently build and manage applications. Whether you are new to low-code development or looking to expand your use of Zoho Creator, this course provides clear, practical guidance every step of the way.

You will begin by learning the basics of app creation, including working with the drag-and-drop builder and understanding how to structure data. From there, the course covers workflow automation, reporting and analytics, role-based access controls, and integration with other Zoho and third-party tools. Each lesson includes real-world examples and actionable steps to ensure you can apply what you learn directly to your business.

The course is self-paced, allowing you to progress at your convenience while gaining valuable knowledge on customizing applications, scaling solutions, and maintaining data security. Our goal is to ensure you not only learn how to use Zoho Creator but also understand how to align it with your unique business goals.

By the end of this course, you will be equipped to build applications that save time, reduce manual work, and drive growth across your organization.

Curriculum

Chapter 1: Introduction to Zoho Creator

Lesson 1.1: What is Zoho Creator and How It Fits into Zoho One

Lesson 1.2: Key Concepts: Apps, Forms, Reports, Pages, Workflows

Lesson 1.3: Understanding the Zoho Creator Ecosystem (Web, Mobile, API)

Lesson 1.4: Navigating the Interface: Builder, Settings, and Admin Panel

Chapter 2: Setting Up Your First Application

Lesson 2.1: Creating an Application from Scratch

Lesson 2.2: Using Pre-Built Templates and Accelerators

Lesson 2.3: Importing Spreadsheets to Auto-Generate Apps

Lesson 2.4: Structuring Your App: Modules, Relationships, and Workflow Planning

Chapter 3: Forms – The Foundation of Data Collection

Lesson 3.1: Creating Forms with the Drag-and-Drop Builder

Lesson 3.2: Understanding Field Types and When to Use Them

Lesson 3.3: Adding Field Validations, Dependencies, and Conditional Rules

Lesson 3.4: Advanced Field Settings: Lookup, Subforms, and Formula Fields

Lesson 3.5: Embedding and Sharing Forms on Websites

Chapter 4: Reports – Turning Data into Insights

Lesson 4.1: Report Types: List, Calendar, Pivot, Kanban, and More

Lesson 4.2: Creating Custom Views and Filters

Lesson 4.3: Sorting, Grouping, and Conditional Formatting

Lesson 4.4: Linking Reports for Drill-Down Analysis

Lesson 4.5: Exporting and Sharing Reports with Stakeholders

Chapter 5: Pages and Dashboards – Designing User Interfaces

Lesson 5.1: Creating Custom Pages Using the Page Builder

Lesson 5.2: Adding Widgets: Text, Buttons, Images, and Rich Media

Lesson 5.3: Designing Dashboards with Charts, Gauges, and KPIs

Lesson 5.4: Best Practices for Designing User-Friendly Interfaces

Lesson 5.5: Real-World Case Study: Sales Dashboard for a Retail Business

Chapter 6: Introduction to Deluge Scripting

Lesson 6.1: What is Deluge and Why It Matters in Zoho Creator

Lesson 6.2: Understanding Deluge Syntax, Variables, and Functions

Lesson 6.3: Writing Your First Script: Form Field Validations

Lesson 6.4: Using Deluge for Data Manipulation and Updates

Lesson 6.5: Debugging and Error Handling in Deluge

Chapter 7: Workflow Automation – Powering Business Processes

Lesson 7.1: Creating Workflows for Forms and Reports

Lesson 7.2: Setting Triggers: On Submit, On Load, On Update

Lesson 7.3: Sending Automated Notifications and Emails

Lesson 7.4: Scheduling Actions and Recurring Jobs

Lesson 7.5: Designing Multi-Step Approval Workflows

Chapter 8: Advanced Deluge for Complex Scenarios

Lesson 8.1: Writing Custom Functions and Reusable Code

Lesson 8.2: Working with APIs Inside Deluge

Lesson 8.3: Using Deluge to Integrate Multiple Modules

Lesson 8.4: Performance Optimization and Code Best Practices

Chapter 9: User Management and Security

Lesson 9.1: Adding Users and Assigning Roles

Lesson 9.2: Managing Data Access and Field-Level Permissions

Lesson 9.3: Setting Up IP Restrictions and Audit Logs

Lesson 9.4: Sharing Apps with Customers, Vendors, and External Users

Chapter 10: Integrations and Extensibility

Lesson 10.1: Native Integrations with Zoho Apps (CRM, Books, Desk, etc.)

Lesson 10.2: Using Zoho Flow for Advanced Workflow Automations

Lesson 10.3: Connecting with Third-Party Applications via REST APIs

Lesson 10.4: Embedding Zoho Creator Apps into Websites and Portals

Lesson 10.5: Case Study: Automating Invoice Processing with Zoho Books

Chapter 11: Mobile App Development

Lesson 11.1: Understanding Mobile-First Development in Zoho Creator

Lesson 11.2: Configuring Mobile-Specific Features: Camera, GPS, and Push Notifications

Lesson 11.3: Offline Access: Designing for Remote Teams

Lesson 11.4: Publishing and Managing Mobile Apps on App Stores

Chapter 12: Final Setup, Maintenance, and Continuous Improvement

Lesson 12.1: Final Setup Checklist Before Going Live

Lesson 12.2: Best Practices for Scaling Apps Across Departments

Lesson 12.3: Performance Optimization and Monitoring

Lesson 12.4: Continuous Improvement and Ongoing Support

Chapter 13: Getting Support from Zoho and Pinnacle

Lesson 13.1: Support Resources from Zoho Corporation

Lesson 13.2: Pinnacle’s Consulting and Training Services

Lesson 13.3: Combining Zoho Support with Pinnacle’s Expertise

Lesson 13.4: Building a Long-Term Success Plan

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Legal Notice

The content of this onboarding course is provided for educational and instructional purposes only. All information is based on the current functionality of Zoho products at the time of development. Zoho frequently updates its solutions, and while we strive to keep course content accurate and up to date, Pinnacle Business & Marketing Consulting, LLC is not responsible for any discrepancies, changes, or feature updates made by Zoho Corporation Pvt. Ltd. after course publication.

“Zoho” and all related product names and logos are trademarks of Zoho Corporation Pvt. Ltd., used here under fair use for training purposes. This course has been independently developed by Pinnacle Business & Marketing Consulting, LLC, an authorized Zoho Partner since 2020, and is not directly affiliated with or endorsed by Zoho Corporation Pvt. Ltd.

By using this course, you acknowledge that all materials are protected by copyright and may not be copied, distributed, or reused without written permission from Pinnacle.

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