Zoho Developer Community Monthly Digest – May 2025

Zoho Developer Community Monthly Digest – May 2025



Hello everyone,

Welcome to this month’s Zoho Developer Community Digest! From fresh product insights to hands-on tech sessions and standout community threads, there's plenty here to keep your ideas flowing and your skills sharp. Be sure to explore our updated resource hub for even more learning. Grab your coffee and dive into the latest from the Zoho developer community!

The developer community chat room is shifting from Zoho Cliq to a new space on Zoho CommunitySpaces, and it comes with a iOS and Android mobile apps! Or sign up here and use the web version. (Using Zoho credentials? Just sign in—no need to fill the form.)

Why the change? This new space brings all Zoho users together, lets you follow threads and people, sends personalized notifications, and has a much smoother experience overall. We’ve been envisioning this for a while, so we’re thrilled it’s live.

Check out these videos to get started!

Upcoming Events

Extensions 101

Title: Zoho Books – Custom Actions
Date: Jun 12, 2025
Time: 10:00 AM IST & 8:00 PM IST – Registration link

This series aims to guide developers through the process of building extensions for various Zoho products using the Zoho Developer platform, Sigma. Our previous sessions in this series covered extension development for multiple Zoho products and highlighted the platform's key capabilities for developing efficient extensions. Register for the upcoming sessions, where we'll delve deep into developing extensions for Zoho products like CRM, Books, and Desk.

Zoho Community Developer Bootcamps 2025 – India

We're bringing two sets of in-person developer bootcamps across 7 cities in India—one for Catalyst by Zoho, and another for building Extensions using the Sigma platform! We're super excited to meet you in person... and some of you, once again!

Creator Tech Connect:

Title: Building Data Relationships using Subforms in Zoho Creator
Date: June 12, 2025
APAC & ANZ: 11 AM to 12 PM IST - Registration Link
EMEA: 4 PM to 5 PM IST - Registration Link
Americas: 9 PM to 10 PM IST - Registration Link

Creator's tech connect series would comprise of technical sessions that provide immersive training on the key essentials and technical nuances of building a solution in Zoho Creator. This is a great opportunity for our developer community to stay informed about Creator's new feature releases, product roadmap, best practices to follow while scripting in deluge, new deluge concepts, and cloud functions. In our previous session, we discussed about lookup fields in Zoho Creator. In the upcoming session, we will explore building data relationships using Subforms in Zoho Creator.

Zoho Developer Hangout – Episode 23

Topic: Custom Logs – A Developer’s Ally in Zohosphere
Date: Jun 17, 2025
Time: 10 AM IST – Registration link

How do you debug when a client says, “I clicked something… and now it’s not working”, but can’t explain what happened? In this session, Deepa, a self-taught Zoho developer and homepreneur, will walk you through how she builds custom logs inside client accounts to capture real-time activity, make issues easier to trace, and reduce stress. This session is perfect for any developer working in client automations or eager to learn best practices while coding.

Zoho CRM APIs

Title: Part 7 – OpenAPI Specification 3.0.0
Date: Jun 19, 2025
Time: 10 AM & 9 PM IST – Registration link

Zoho CRM now provides an official OpenAPI 3.0 specification for its REST APIs, designed for developers and solution architects. In this session, you’ll learn how to instantly generate client SDKs in multiple programming languages, test APIs visually through Swagger UI, maintain consistent integrations with auto-generated, versioned requests and responses, and explore modules, operations, request/response formats, and error codes — all in a single, machine-readable file.

Zoho CRM Developer Series – Queries

Date: June 26, 2025
Time: 10 AM IST & 9 PM IST – Registration link

In this session, you'll learn how to create a query in CRM and use variables, serialization and schema management, along with a use case demo.

Building AI-powered, low-code apps with Zoho Creator

Title: CoCreator – Generative AI-Assisted Application Development
Date: July 3, 2025 – Registration link

Learn how Zoho Creator’s AI-powered assistant, CoCreator (powered by Zia), helps you build apps, automate workflows, and optimize code rapidly—so you can focus on creating impactful business solutions faster.

Learning Table Series

Title: Zoho Creator for Logistics Management
Date: July 3, 2025
APAC & ANZ: 11 AM to 12 PM IST - Registration Link
EMEA: 4 PM to 5 PM IST - Registration Link
Americas: 9 PM to 10 PM IST - Registration Link 

We designed this series to provide users with valuable insights and knowledge about Creator's capabilities in various business use cases and applications. This year as well, we have adopted the 12 Months 12 Industries concept. Every month, we will focus on a specific industry, illustrating its unique processes with real-time business scenarios and how to make best use of Creator for that industry. Our recent webinar on Creator for visitor management was a success, and during the upcoming session we'll be exploring Creator for Logistics Management.

Resource Spotlight

We've consolidated all the resources from the developer community learning series into a centralized hub for your convenient access. Consider bookmarking our Zoho Developer Community website to stay informed about the latest updates in the developer community.

Community Discussions

Zoho Developer Forum

  • A developer wanted to extract just the first word from a name like “David Beckham” in Deluge. Some suggested using getPrefix, others went the list-splitting route. The beauty? Each approach worked—with its own twist. What made one method stand out more than the others? The community had thoughts…

  • Looking for clarity on field types and criteria for zoho.cr.searchRecords, @Charles-Adrien noticed the official docs left out quite a bit. @Anonymous User quickly filled the gap, and fellow devs jumped in with practical insights—especially around API version differences. One reply, in particular, offered a lightbulb moment...

  • @Jesus needed to update a date field from the 'Cargo' module to the 'Deals' module in Zoho CRM. With step-by-step help from @Ishwarya SG, a fix from our MVP @Nik, and a surprise twist involving Rollup fields for a similar case, this thread became a great showcase of layered problem-solving. But it’s the final solution that made many devs stop and take notes...

  • @Michele's workflow was being... stubborn. One rule updated a field, but the next rule didn’t even blink. After some helpful nudges from @Anonymous User and a sharp fix from MVP Nik, the floodgates opened—more devs, more automation drama, and a treasure chest of workarounds. The final fix was so simple, it almost felt like the CRM was just being petty.

Developers ZUG Conversations

Community Spotlight

Zoho Developer Hangout

As a continuation of featuring a ZDH presenter each month, this time, we are delighted to introduce and appreciate the 19th episode presenter @Christopher Mowers. Explore this post to discover the knowledge and insights he shared with the community.

Cliq Contributors

We want to express our sincere appreciation to all our community contributors. Your commitment, expertise, and the time you invest are invaluable to the community. 



Make sure to follow the digest every month for the most recent updates and conversations. Stay connected and participate in the forums and the Cliq channel to be featured in the upcoming month's digest. Wishing you all an amazing month ahead!

    • Recent Topics

    • スマホでキャンペンメールを見ると正しく表示されない

      キャンペーンのメール（HTML）を作成しましたが、スマホ表示に切り替えると正しく表示されません（添付参照）過去に作成したキャンペーンでは特に意識してませんでしたが、問題なく表示されていたようです。うまく表示される場合とされない場合の違いは何でしょうか？

    • Zoho Calendar Integrated Into CRM?

      I've searched around the forums but couldn't find anything addressing this . . .  Is there a plan to integrate Zoho's stand alone calendar solution into Zoho CRM?  The CRM calendar does an OK job but is very basic and the Zoho calendar is great, but I've only figured out to subscribe to my CRM calendar within ZCalendar - there is no 2-way sync. My preferred solution would be for ZCal to become the default calendar/event solution within Z CRM. Is this on the roadmap? Thanks

    • Can I Create Different Page Layouts Based on a Specified Module Pick List Field

      I am trying to work out how to create different page layouts based on a specified module pick list field value, like the Salesforce feature where you can define multiple record types and then create custom page layouts for each record type. This is a super important feature as for almost all the modules we are using (Leads, Potentials, Accounts) we need to be able only show fields relevant to the record type. E.g. We need a very different page layout for a consumer lead Vs a commercial lead, same

    • Scheduling Tasks in Relation to Project End Date

      I use Zoho project  to help manage tasks that relate to a number of specific business events that take place.  I would like to be able to have my project end date be the date of the event and then work "back" from that date to say...   Add a task 2 weeks before the project end date to remind me to XYZ.  Does anyone know if there is a way to base task timings back from a project due date rather than a project start date?

    • Notes of Tasks in Zoho CRM

      Hello, Is there a way to filter the Notes that appear on a Task to only show the notes related to that specific Task and not display all the Notes of the objects related to that Task (Accounts, Contacts, Deal, etc). In essence, our team struggles to understand

    • Passing the CRM

      Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

    • How to next stage blueprint in Zoho Creator

      Hello, I have question, its possible to next stage blueprint? in case, Start - (first stage) Leader 1 (with condition 1) - (second stage) Leader 2 (with condition 2) - (third stage) Leader 3 (with condition 3) - (fourth stage) After first stage, i want

    • Feature Request: Email Follow-Up Sequences Similar to Zoho CRM

      I’m wondering if Zoho Recruit is planning to introduce a feature similar to the Email Automation – Follow-Up Sequences that is available in Zoho CRM. In CRM, this allows users to send a series of timed follow-up emails triggered by specific actions (for

    • Currency limitation when integrating Zoho CRM & Zoho Books

      Brief Video of Problem: https://www.loom.com/share/d61d1d07d0904e149d80c1901a22418e. Background ·       Our business is based in Australia and we have to have Zoho Books in AUD to comply with tax and reporting regulations in Australia. ·       We sell

    • Multi-select Lookup does not have Advanced filter options in CRM

      With much fanfare Zoho announced the advanced filter options for CRM lookup fields which was a nice addition. This feature is not available for Multi-Select lookup fields. Will it be rolled out in the next 3-6 months, considering the standard lookup filter

    • Experience effortless record management in CRM For Everyone with the all-new Grid View!

      Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and

    • Kaizen #157: Flyouts in Client Script

      Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script

    • Admin Control Over Profile Picture Visibility in Zoho One

      Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile Picture

    • Published Course Not Reflecting In Hub

      Hi! I am trying to create micro-learning courses for our team to be available for self-guided learning. I have published the courses with enrollment settings open to all users of the hub, but they don't appear to be available for enrollment. Am I missing

    • Unlock Locked Users via Zoho One Mobile App

      Hello Zoho One Team, We have noticed that in the Zoho One web admin panel, we can unlock a locked user when needed. However, when using the Zoho One mobile app, there is no indication that a user is locked, nor is there an unlock button similar to what

    • Tip #47- Stay Ahead with Automated Scheduled Reports in Zoho Assist- 'Insider Insights'

      We’ve made it easier for you to stay informed, even when you’re busy managing remote sessions! With Scheduled Reports in Zoho Assist, you can now automatically receive detailed insights about your remote support and unattended access activities directly

    • Colour Coded Flags in Tasks Module List View

      I really like the colour coded flags indicating the status of the tasks assigned to a Contact/Deal in the module list view. It would be a great addition to have this feature available in the list view of activities/tasks. I understand you have the Due

    • Uploading data to S3

      Has anyone successfully uploaded data from Creator to S3 using the InvokeURL command or any other method in Deluge? (keywords: S3, AWS, Amazon, bucket)

    • UPS Label size when generated via Zoho

      We've integrated UPS with Zoho inventory. When creating and downloading the shipping labels they are created in a larger paper size. I'd like them to be generated to print on a 4x6 printer. Zoho have told me I need to do this within our UPS portal. UPS

    • Credit Management: #4 Credits on Unused Period

      Recall a familiar situation. You sign up for a monthly gym membership. You pay the subscription fee upfront, get motivated, and show up consistently for the first week. Then, suddenly, you get caught up in work deadlines, travel plans, or a dip in motivation.

    • Zoho Analytics Automatically Deletes Queries and Reports When a Synced CRM Field Is Removed

      We’ve encountered a serious and recurring issue that poses a massive data integrity risk for any Zoho Analytics customer using Zoho CRM integration. When a field is deleted in Zoho CRM — even an unused one — Zoho Analytics automatically deletes every

    • Prevent new Record Association

      Hello all, We have a small sales organization therefore, it's helpful for everyone on the sales team to be able to view the full list of accounts to assist in preventing duplicate accounts from being created. However we want to prevent people from creating

    • Tip of the Week #73– Automate workflow with Make integration.

      Make is a no-code workflow automation platform designed to connect your favorite apps and automate repetitive tasks across services. By integrating Make with Zoho TeamInbox, you can streamline everyday inbox management and save valuable time. With this

    • Viewing attachments

      I'm using a Web Form integrated in my web site to collect Leads several info, including a image upload. In order to to approve each lead, we have to view the image uploaded. Unfortunately, in the Leads view, the Attachments can only be downloaded, not

    • Kaizen #89 - Color Coding using Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. Today let us see how you can apply color codes to the List and Detail Pages of Zoho CRM using Client Script. Need for color code in Zoho CRM When you mark things with different colors as a

    • Instant Sync of Zoho CRM Data?

      With how valuable Zoho Analytics is to actually creating data driven dashboards/reports, we are surprised that there is no instant or near instant sync between Zoho CRM and Zoho Analytics. Waiting 3 hours is okay for most of our reports, but there are

    • Is it possibly to directly set the tax amount on order instead of indirectly via tax rates?

      We own an eCommerce application and want to funnel submitted orders from that system into Zoho. We're already calculating tax in our application and just need a way to set it in Zoho. We tried to use Zoho's tax objects for tax by setting the rates to

    • Zoho account sign in with passkey

      Hello, I am trying to sign in using passkey, but the option doesn't show up in the web and is disabled in Oneauth on mobile, saying the admin has restricted the use. On the Admin page in Security MFA I can find no option for passkey. Help would be greatly

    • Rescheduled US meetups: Zoho Desk user meetups are coming to seven U.S. cities in October and November, 2025

      Hello to our Zoho Desk users in the United States, We're excited to share the revised dates for the upcoming Zoho User Groups happening across the US this summer. Our product experts are heading to seven cities throughout the country, and for the first

    • Checklists as templates

      Is it possible to save checklists as templates to reuse them in other tasks? Example: I have a web project. I maintain individual web URLs as tasks. Within the tasks the same checklist should be used again and again: - Page created in CMS - Properties

    • Send mass email using my secondary email

      Hello, When I send an email to just one person from Zoho CRM, a complete email editor appears, where I can choose which of my email addresses I want to use in the From field. When I send a mass email, there is not such option. I can only select the email

    • ZOHO TEAM INBOX Calendar Integration

      The Problem: Clients send meeting invitations to our TeamInbox address. TeamInbox receives these invites, but we cannot accept them. We do not use individual inboxes for transparency purposes. Ideal Solution: A way to accept calendar invites sent to our

    • Why Can't I add unicode emoji's to my signature?

      Why would Zoho Mail prevent me from adding unicode emojis to my email signature? Every time I try to save the signature, Zoho Mail erases the emoji and any nearby content. Every time I setup something with Zoho, I know I'm going to run into some incredibly

    • Unearned / Deferred Revenue Automatic Calculation for Subscriptions

      As a SaaS business, we have multiple active subscriptions with varying dates and amounts. Is there a way to have a monthly automatic calculation for all of them that debits or credits the unearned revenue and revenue accounts accordingly? Alternatively,

    • Zoho Desk Limit for Comma Separated Queries

      Hi, I have just discovered a limit that I believed is not mentioned in any of Zoho's documentations. My search query looks like so: "query: {"accountId":"786050000091629966,786050000163589273,786050000163589427,786050000162753705,786050000162112971,786050000161987643,786050000160752868,786050000167089504,786050000167089378,786050000167089024,786050000167070005,786050000166295256,786050000128153693,786050000110560021,786050000046594575,786050000039106461,786050000002225356,786050000076889093,786050000047895103,786050000043365354,786050000044765191,786050000041790249,786050000040359116,786050000037945198,786050000024605077,786050000000525015,786050000155333895,786050000157741437,786050000000718125,786050000011574353,","departmentId":"786050000042648070","status":"Finished","sortBy":"createdTime","customField2":"cf_completion_date:2025-01-28T03:00:00.000Z,2025-10-28T03:00:00.000Z","customField3":"cf_billed:false"}"

    • Module Name doesn't exist

      I am trying to create a module named Activity, with plural Activities, but I have an error that module name already exists. This module is doesn't exist, and I don't have a single field called Activity or Activities.

    • Zoho Desk iOS and Android app update: AI powered: Reply Assistance and Refine Messages on IM module.

      Hello everyone! We are excited to introduce new AI powered features on the IM module of the Zoho Desk app. Reply Assistance: Reply Assistance generates suggested responses for incoming chat messages, which you can directly insert into the conversation

    • Is it possible to embed Youtube shorts?

      Hi Zoho desk support, This is Ryan from Accuver America. While I'm trying to create a knowledge base article with embed video, I ran into this issue. "www.youtube.com refuse to connect" A little bit background is that because this video is recorded on

    • Split functionality - Admins need ability to do this

      Admins should be able to split an expense at any point of the process prior to approval. The split is very helpful for our account coding, but to have to go back to a user and ask them to split an invoice that they simply want paid is a bit of an in

    • Delegates - Access to approved reports

      We realized that delegates do not have access to reports after they are approved. Many users ask questions of their delegates about past expense reports and the delegates can't see this information. Please allow delegates see all expense report activity,

    • Next Page