Zoho Developer Community Monthly Digest - October 2024

Zoho Developer Community Monthly Digest - October 2024



Hello everyone,

This edition highlights October's product updates, upcoming community events, engaging discussions that sparked inspiration, and celebrates the top contributors who drove progress. Grab your favorite beverage and dive in!

Upcoming Events

Alert
We're super excited to announce our first-ever Zoho Developer Community Hackathon, coming your way this November. Get ready to innovate and compete on a global scale! Registration opens soon, so stay tuned for more details!

Zoho Apptics 101 

Date: November 12, 2024
Time: 12:30 pm IST & 9:30 PM IST
Title: Sessions, Screens, and APIs

In this series, we’ll dive deep into every aspect of application analytics to help you understand how Zoho Apptics aids in measuring important KPIs that reflect your app's performance, growth, and engagement. The last session of the series this year, focuses on Sessions, Screens, and API tracking. Registration and more details here.

Creator Tech Connect:

Title: Directory stores and device management in Zoho Creator using Zoho Directory.
Date: November 14, 2024
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. The previous session focused on managing domains, controls, and security policies in Zoho Creator using Zoho Directory and in the upcoming session, we will explore directory stores and device management in Zoho Creator using Zoho Directory.

Catalyst Webinar

Title: Boost eCommerce Efficiency by Automating PDF and Invoice Generation at Scale
Date: November 21, 2024
Time: 8:30 pm - 9:30 pm IST or 8 AM - 9AM PT
 
Are manual processes slowing down your ecommerce business? Join this webinar to discover how automation can revolutionize your operations. Learn how to generate invoices and PDFs seamlessly, reduce errors, and scale your business effortlessly.

Agenda:
  • The Power of Automation: Understand how automating invoices and PDFs can drive efficiency and enhance your ecommerce operations.
  • Seamless Integration: Learn how to implement automated PDF generation into your existing systems with ease.
  • Scaling for Growth: Explore strategies to optimize your processes and scale your ecommerce business effortlessly.

Learning Table Series:

Title: Creator for the Finance Industry
Date: December 5, 2024
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, 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 previous webinar on Creator for the NGO Industry was a success, and in the upcoming session, we'll be exploring Creator for the finance industry.

Feature Spotlight

Zoho Creator

We're thrilled to announce the launch of the revamped Zoho Creator Developer Console—a dedicated platform designed specifically for Creator developers and partners to build, test, and distribute apps to your clients. The revamped Zoho Creator Developer Console introduces a more streamlined, intuitive experience designed to empower developers at every stage of their app-building journey. Key updates include testing environments, seamless update deployment, the ability to publish apps for monetization in the Marketplace or distribute them privately with specific clients, and much more. Overall, the Zoho Creator Developer Console is an indispensable toolkit, enabling developers to innovate faster and deliver tailored, robust solutions to their clients.

Read more about this new launch in this community post or the partner network post.

Zoho Finance Platform: External Lookup Data Type in Custom Fields

We've added the External Lookup data to custom fields. Using this data type, you can select one of the available Zoho apps and look up data from one of its fields. Currently, you can look up data from Zoho CRM and Zoho Desk. After selecting the Zoho app, you need to select the organization, module, and field to lookup. For example, if you want to view the meetings you've had with your customers, you can create an external lookup for Zoho CRM, choose the CRM organization, select the Meetings module, and select the field to lookup (say Title). Learn More.

Products supported: Zoho Books, Zoho Inventory, and Zoho Billing.

Keep an eye out for our ongoing Custom Function Series!
 
For any queries related to the Zoho Finance development platform, reach out to our tech team at devsupport@zohofinance.com

Resource Spotlight

Info
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

  • Sometimes, choosing the right data structure can make a big difference. @Ilja wanted to know the best way to compare a list of countries with their corresponding ISO codes. While a long chain of if-else statements might seem like a simple solution, it gets slow and hard to manage with a large number of countries. @Anonymous User, @Abhishek , and @Anonymous User jumped in and explained that a Map approach is superior. Go through this conversation to know why!
  • @Anonymous User encountered a roadblock in their client script where changes to a specific field weren't triggering updates in other fields. Find out how they resolved the issue as this thread underscores the importance of understanding the appropriate methods for field updates in different contexts.
  • @Anonymous User sought a way to send emails to each contact listed in a Zoho CRM subform. @Anonymous User suggested using Zoho Flow to automate this process, while @Anonymous User offered a more direct approach with a custom Deluge code snippet. This conversation underscores the flexibility of Zoho CRM, with both low-code and custom coding options available to fulfill specific needs.
  • @Anonymous User wanted to automate a field update based on user data. @Anonymous User, a dedicated Zoho MVP, went above and beyond, providing a detailed client script solution and even offering a personalized debugging session. This thread showcases the power of community support and the importance of clear communication in resolving technical hurdles.

Developers ZUG Cliq Channel

InfoThese conversations are confined to the Developers ZUG Cliq channel members. If you're keen on becoming a part of this space, visit our website, click JOIN NOW, and complete the form to get an invite to the channel.
  • Redundant work can get pretty tiresome. Our top contributor, @Anonymous User, tried to overcome such a task through auto-populating fields in Zoho Desk. Check out this conversation where the community members bring together different pieces of the puzzle to get the complete picture. @Carter shares the logical flow, and @Anonymous User shares the coding solution with @Venessa and @Dr. Joe Sweeney backing it up with their thoughts.
  • Almost always, someone from the Community has the answer to another's question. Sometimes, a member ventures into something unventured. @Anonymous User found himself in such a situation. Needing to convert a byte array to PDF, he turned to the community for help. While the community offered various suggestions, the perfect solution remained elusive. Check out the conversation to see if you might have a solution to his problem. Who knows, you might even find any of the offered solutions beneficial to your business!
  • Each integration between products gives any business an additional dimension of functionality. It's even more pivotal when that integration deals with the final step of the sales cycle—creating and delivering the invoice for a completed deal. @Buddy Quaid faced an issue while creating an invoice with Zoho Writer and storing & sending it from Zoho Workdrive. This month's top Cliq contributor, Vivek Rai, joins Buddy on quite a journey of issues and stumbling blocks, before reaching the solution. Check it out here!

Community Spotlight

ZDH Speakers

As a continuation of featuring a ZDH presenter each month, this time, we are delighted to introduce the 16th episode presenter . Explore this post to discover the knowledge and insights he shared with the community.

Cliq Contributors

Here are our top contributors who have gone the extra mile to support and assist the community:


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. 

For those who are new to the Zoho Developer Community, check out this post to get started

We appreciate you dedicating your time to peruse this month's digest. Make sure to follow the digest each 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 an amazing month ahead!



SEE ALSO

    • Recent Topics

    • Welcome to the Zoho Show Community Forums page!

      Hello everyone, The Zoho Show community is a place for you to discuss and share anything and everything related to Zoho Show Presentations, our online presentation software. It includes users from all over the globe and all walks of life. Our community helps answer your Zoho Show questions with responses from other knowledgeable community members to give you the best experience creating and designing exciting presentations. Along the way, you'll meet recognized experts from our software team and
    • How can I convert an existing contact into a lead?

      I imported many contacts into ZOHO CRM. In order to select a few of them as leads, I want to mark or convert a few hundred as Leads. Who can I do that?
    • Price book functionality enhancement

      A common use of price books is to create a price book for a given customer level or contract with a specific company. Given that this is done at a company/customer level it would be great to see a way to associate a price book to a given customer and
    • Can we have 24x7 live support for Zohobooks ?

      Can we have 24x7 live support for Zohobooks ?
    • Important update about notification security in Business Messaging SDK

      As part of our ongoing effort to strengthen the security of notification data, we have enhanced how notifications are processed and protected in our applications. These improvements ensure that all notification related data follows the most up-to-date
    • Sync Zoho Marketing Automation with Zoho Forms

      I can't find a section where the integration between Zoho Marketing Automation and Zoho form is explained. And how form subscription works with opt-in and consents.
    • What is the difference between Zoho Campaigns and marketing hub?

      Zoho Campaigns is a permission-based email marketing tool for sending marketing emails and mass emails. Marketing Automation is a multichannel marketing automation tool that caters to organizations looking for tools to engage their users across multiple
    • Webhook not firing.

      I created a webhook using the Web UI, it looks very nice and the testing worked without an issue, but when i save/ update a ticket, the webhook is not firing. Here are the details of the web-hook i get from using the API "modifiedTime": "2019-10-22T09:23:37.380Z",
    • Duplicate customers being created in Desk

      Hi I've trying to work out why I've getting duplicated customers being created in my desk. I have an external booking system that generates an email when I get a customer booking a job. A booking email gets sent to Desk where I manage the booking and
    • Creating a custom CSV file using deluge script/

      I have an application I have developed and the client wants us to place an export file in csv onto an ftp server daily. Now I don't see au options in creator to change the separator to anything else. The client wants the separator to be the pipe symbol "|"  I think i would be able to create schedule with some code to create the appropriate data in a string using deluge script but I haven't seen any functionality that would allow me to deposit that data as a file anywhere or attach it to an email
    • Can we add custom fields to portal community profiles?

      How do we add custom fields to our profile pages in our portal community? If we have the ability to add custom fields, will we be able to access those fields via API? We want to use our Desk community in our help portal as our primary community and would
    • E-Invoicing in Belgium with Zoho Billing

      Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. Invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing works
    • delayed: host mx2.zoho.com (136.143.183.44): Network error: Unexpectedly disconnected (STARTTLS)

      Hi Team, I'm not receiving any email. Seems to be an issue. Sender sent me the error message they received: "delayed: host mx2.zoho.com (136.143.183.44): Network error: Unexpectedly disconnected (STARTTLS)" Please advise.
    • Additional Address - Company Name

      It would be very helpful to have a "Company Name" field in the Additional Address shipping section.  In a situation where you drop-ship orders to a different address or different company entirely, it may be necessary to list the company name of the receiver. I understand that the Attention field can be used for that purpose, but that's not really the intended purpose of that field.
    • Incorrect Email Notifications for Product Reviews

      Dear Zoho Commerce Support Team, I am writing to report a technical issue that occurs frequently on our platform. Problem Description: We regularly receive email notifications informing us of new product reviews awaiting approval. However, when we access
    • How to Rank Tables by Row Count in Descending Order

      I am trying to understand the consume of lines that grow up so fast in the last week. Is there any way to create a pivot table or query to get TABLE NAME LINES in descending order?
    • Can we do Image swatches for color variants?

      We want to do something like the attached screenshot on our new zoho store. We need image swatches instead of normal text selection. We want to user to select an image as color option. Is this doable? I don't see any option on zoho backend. Please h
    • Export your notes from Notebook!

      Dear users, The long awaited feature is now live. Yes, you can now export your notes from Notebook app in bulk. But the feature has just started with web app alone for now. You can try the export feature as mentioned below: Go to our web app, https://notebook.zoho.com Go to 'Settings' > 'Export' Now, select the format: You can select either ZNote or HTML Once done, you can use the same to import or can have this a local backup of your notes. Note: Export for other platforms are in development and
    • Prepopulating Fields

      Hello, I have a form (Assets) with 2 lookup fields: Client (from Clients) Site (from Client Sites) I modified the code (highlighted in red below), so the Site dropdown shows the list of sites related to the Client. must have Client_Site ( type = picklist
    • REPORT THAT SHOWS SOH FOR ITEMS THAT HAVE ZERO SALES

      When we started Zoho we imported a lot of inventory lines directly off our suppliers price list and have never ordered / sold. I want to clean up our data base and remove all these lines. What reeport will show me what lines have zero sales as well as
    • Automation series : Close all tasks once the project is completed

      When a project is marked as Completed, it might still have open tasks such as recurring tasks that were not marked as complete, tasks that are no longer relevant, or tasks that no longer need attention after closure. To ensure the project reflects its
    • Converting Sales Order to Purchase Order

      Hi All, Firstly, this code works to convert a sales order(SO) to a purchase order (PO) via a button, however I am running into an issue when I convert the SO where the values from the line items are not pulled across from the SO to the PO. The ones in
    • Horrible Connectivity!

      I have used Meetings several times, but most of the time the connection is horrible. The video freezes, the audio freezes, and we end up cancelling the meeting. I am on a high speed internet connection, and Zoom works fine, so I know it's not a problem
    • Is it really true that I can't set the default 'deposit to' account in 2025?

      I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4
    • Zoho DataPrep switching Date Format

      When using a pipeline that is importing Zoho Analytics data into Zoho DataPrep, the month and day of date fields are switched for some columns. For example, a Zoho Analytics record of "Nov. 8, 2025" will appear in Zoho DataPrep as "2025/08/11" in "yyyy/MM/dd"
    • Using Another Field Value for Workflow Field Update

      I'm trying to setup a Workflow with a "Field Update" action on the Lead module, but I would like the new value to actually be taken from a DIFFERENT Field's on the Lead record (vs just defining some static value..) Is this possible? Could I simply use
    • Tax information

      Hello, I need help/guidance on how to add my organization's Tax/VAT information. Thank you Pavly
    • Build smarter Guided Conversations with Fork Blocks

      When your customers arrive on your support channel, they're not there to explore. They are usually confused and stuck while trying to fix something important. We understand how stressful that moment can feel and we want your bot to make things easier,
    • Custom item field won't allow decimal.

      Hello, I have a custom item field that needs to be able to have a value with a decimal place such as 6.7 or 6.18. I have tried custom formatting the input format but can not get the correct syntax to allow this. Is this possible in Zoho?
    • Free webinar: Zoho Sign unwrapped – 2025 in review

      Hey there! 2025 is coming to an end, and this year has been all about AI. Join our exclusive year-end webinar, where we'll walk you through the features that went live in 2025, provide answers to your questions, and give you a sneak peek on what to expect
    • HubSpot CRM to Zoho Creator Integration

      I'm trying to create an integration between HubSpot CRM and Zoho Creator with HubSpot being the push source (if a contact is created or updated in HubSpot, it pushes the information to Zoho Creator). I have two questions: 1- Is it best to use Zoho Flow
    • Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure

      Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
    • Best-practice setup in Zoho One for managing combined candidate pools and exporting anonymised CVs

      We are new users of the Zoho One bundle and operate a consulting and engineering company. Our workforce model includes a mix of permanent employees, active job applicants, and freelance/independent consultants. All three groups need to be searchable,
    • Meet Canvas' Grid component: Your easiest way to build responsive record templates

      Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.
    • hard-bounced email list

      Hi, Below pops up when I try to send an Email to some of my customer. Please guide me how to take it out from hard-bounced list? I am not sure how they were marked in hard-bounced list
    • Register the 'Contact Role' addition and change as a Potential edition so it can trigger Workflows

      We are trying to use "Contact Roles" in Potentials. Contact Roles are special and different than the other Related lists, so, it may have a special behavior. Something to keep in mind is that you will never have 100 Contact Roles as you can have 100 Tasks, Calls, or any other Related list. In our case we will have 2 in average and up to 4 or 5 maximum. The problem is that we need to bring information from 3 key Contact Roles to the Potential and adding a Contact to the Contacts Roles area never trigger
    • Can I change the format of the buttons in the email templates?

      Hi all! We have been working hard trying to brand our email templates, and have some way to go yet. One of the things we can't seem to edit is the green ${Cases.CUSTOMER_PORTAL_BUTTON} button and the font of the View Ticket text. Is there any way of doing
    • Best practice to structure reporting to include events covering multiple months / quarters.

      Hi, I'm new to Zoho, have some experience of more "enterprise" tools, looking for some input from the community. I'm looking to create a report that includes events that cover a long period, each event has a start / end date and I'm struggling undertanding
    • Marketing Tip #11: Turn features into benefits that sell

      We all love talking about our products, but here’s a secret: customers don’t just buy features, they buy benefits. Instead of just saying "Made from 100% organic cotton," try "Soft, breathable comfort that lasts all day." Benefits tell shoppers how your
    • Synchronise item image between Zoho Commerce and Zoho Books/Inventory/CRM

      Here is a blindingly simple idea to tie several Zoho products together. Zoho - please include a method to synchronise the item image (or images) from one Zoho application to another. For example, if you upload an item image in Zoho Inventory, a user should
    • Next Page