Hello everyone!
Thank you for visiting our Building Extensions series. As part of this series, we've already covered how to use the Sigma cloud editor and the ZET CLI to create, test, and publish extensions for Zoho Projects. You can refer to our earlier posts for more details. We will now explore the core functionalities available to customize Zoho Projects extensions using the Sigma cloud editor approach.
Extension development: Broad objective
The comprehensive goal of extension development is generally to build tight integrations that can provide additional capabilities and make end users' work simpler and more productive. By integrating functional and technical provisions at the development end, extensions can subsequently be installed as part of the end user's Zoho Projects portal, allowing them to carry out additional functionalities while ensuring a seamless user experience.
So far, we've learned how to develop, test, and publish an extension. Now, let's look at the fundamental features of a Zoho Projects extension developed using the Sigma cloud editor.
Core features for customizing a Zoho Projects extension
In general, apps require data to function properly and carry out organizational tasks. This data must be acquired from reliable sources, analyzed, modified using logic functionalities when needed, and finally saved in order to be retrieved for future operations or business reports.
Some of the fundamental elements for customizing Zoho Projects extensions to carry out the tasks outlined above are:
- Tightly coupled integration
- Customized user interface
- Logical functionalities
- Event-based executions
- Data storage management
- Handling dialog box/pop window
Tightly coupled integration: A tightly coupled integration allows applications to be dependent on each other while ensuring a seamless and optimal exchange of information.
- The Connections feature is essential when looking to develop an integration between Zoho Projects and another application through an extension.
- You can connect with third-party applications or other Zoho products to perform activities that use data from other applications.
- You can also establish connections for many applications and utilize them as part of a single extension. This creates a safe connection between Zoho Projects and other applications, allowing for seamless data functionality.
Customized user interface: A customized user interface with personalized features and components allows for a more simplified and direct approach to the end user.
- Widgets are graphical user interface components that help users easily access a product and perform functionalities.
- You can create custom widgets and have them embedded in different locations in your extension. View the multiple locations where you can embed a widget here.
- Zoho Projects also offers JS SDK for your javascript widget code to communicate with your extension.
Logical functionalities: Implementing an ideal concept requires the execution of a few to several fundamental blocks of logical functions.
- Functions are blocks of code that help you perform a functionality.
- You could write functions, leverage connections as part of functions to perform third-party operations, or utilize Deluge integration tasks to fulfill your functionality.
- Finally, the function must be associated with the extension in order to be used in the extension.
Event-based executions: Executing logical functionalities based on an event enables the execution of triggers, the automation of work, and the avoidance of manual supervision.
- Triggers help execute functions in the occurrence of an event.
- You can create triggers, associate it with an event, and then associate a function to the trigger to have it executed on occurrence of that event.
- Check out the list of available trigger events here.
Data storage management: Managing and storing data plays a vital role in carrying out any operation smoothly and efficiently.
- Data storage allows you to save data or properties of an extension or entity.
- The extension property can be used to store app/extension-level data, and the entity property can be used to store entity-level data.
- Data storage is accomplished through the use of key-value pairs. The keys must be unique, and the values must be in JSON format.
Handling dialog box/pop window: Modal boxes are useful in instances where you need to prompt a dialog box that communicates data from the main application while holding control until the user completes an operation.
- Using the modal box, you can create a new iframe instance of the extension.
- You can use modal boxes to send and receive data from one widget to another, allowing for inter-widget communication.
- To create a new instance for the widget, send data to a widget, and receive or listen to data from a widget, Zoho Projects provides many methods such as instance, emit, and so on.
In this post, we looked at the major features that may be achieved using a Zoho Projects extension. We hope you found this information useful. In our upcoming posts, we will explain each feature in detail with example use cases. Continue to monitor this space for updates!

Sign up for a
Zoho Developer account and start developing extensions for Zoho products using Sigma.
SEE ALSO:
Recent Topics
Decimal places settings for exchange rates
Hello, We are facing issues while matching vendor payments with banking feeds. As we often import products/services exchange rate comes into play. Currently, ZOHO allows only six digits for decimal places. We feel that conversions like JPY to INR require
Zoho removed ability to see all Scheduled Reports!
If you are not the owner of a scheduled report, Zoho recently removed the capability to see each scheduled report. As an admin who relies on seeing all scheduled reports being sent, this is a terrible update. Now I cannot see ANY scheduled reports...even the ones I am being sent!! This should be a setting for admins to control. This is a bad update.
Please can the open tasks be shown in each customer account at the top.
Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature
Automate Backups
This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.
GCLID and Zoho Bookings
Is there anyway to embed a Zoho Bookings signup on a landing page and pass the GCLID information? More specifically, can this be done using auto-tagging and not manual tagging the GCLID? I know Zappier has an integration to do this but is there a better
Merge Items
Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.
Create PO from an invoice
We are a hardware and software sales company which receives orders over the internet. We drop ship most of our products from a warehouse outside of our company. Our orders get sync'd into Zoho from our store via onesaas as invoices. It would be great
Blueprint or Validation Rules for Invoices in Zoho Books
Can I implement Blueprint or Validation Rules for Invoices in Zoho Books? Example, use case could be, Agent confirms from client that payment is done, but bank only syncs transactions tomorrow. in this case, Agent can update invoice status to done, and
Resetting auto-number on new year
Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!
Delivery and handling of documents e-stamped using Zoho Sign
Hello everyone! Zoho Sign makes it easy to pay non judicial stamp duty online and automatically attach the digitally generated e-stamp challan to electronic documents. We also manage the delivery of physical e-stamped papers. We periodically receive these
The Social Wall: December 2025
Hello everyone! As we wrap up the final edition of the Social Wall for 2025, it’s the perfect time to look at what went live during December. QR code generator From paying for coffee to scanning metro tickets, QR codes are everywhere and have made everyday
Custom AI solutions with QuickML for Zoho CRM
Hello everyone, Earlier, we introduced Custom AI Solutions in CRM that let you access QuickML for your custom AI needs. Building on that foundation, we’ve now enabled a deeper integration: QuickML models can be seamlessly integrated into CRM, and surface
Helper Functions and DRY principle
Hello everyone, I believe Deluge should be able to use 'Helper functions' inside the main function. I know I can create different standalones, but this is not helpful and confusing. I don't want 10000 different standalones, and I dont want to have to
Add specific field value to URL
Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there is
Introducing workflow automation for the Products module
Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's Products module. The Products module in Bigin now supports Workflows, enabling you to automate routine actions. Along with this update,
Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!
Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient
Zia Formula Expression Generator for Formula fields
Hello everyone! Formula fields are super useful when you want your CRM to calculate things for you but writing the expression is where most people slow down. You know what you want, but you’re not fully sure which function to use, how the syntax should
Where is the settings option in zoho writer?
hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards
CRM project association via deluge
I have created a workflow in my Zoho CRM for closing a deal. Part of this workflow leverages a deluge script to create a project for our delivery team. Creating the project works great however, after or during the project creation, I would like to associate
Issue with Zoho Creator Form Full-Screen View in CRM Related List Integration
Hi Team, We have created a custom application in Zoho Creator and integrated it into Zoho CRM as a related list under the Vendor module, which we have renamed as Consignors. Within the Creator application, there is a form named “Pickup Request.” Inside
Wrapping up 2025 on a high note: CRM Release Highlights of the year
Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you
Directly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
Customer Parent Account or Sub-Customer Account
Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
Drop Down Value
Hi, May I know why Zoho Flow treat this drop down as number and not as string. If so, how can I fetch the right value for filtering. This field is from Creator, in Creator upon checking by default it is a string since it's not a lookup field.
Projects custom colors replaced by default orange
Since yesterday, projects uploaded to Zoho, to which I had assigned a custom color, have lost the customization and reverted to the default color (orange). Has anyone else had the same problem? If so, how did you resolve it?
How to manage task lists in Zoho Desk?
Hello, I use Zoho Desk for IT customer support. I have a list of standard operating procedures (SOPs), including SOPs for onboarding new users, offboarding users, losing a device, etc. These are lists of tasks to be performed depending on the situation.
Creating a Chart from a Report
In Zoho Analytics, is it possible to create a chart from a Pivot View report? We are looking to use Zoho Analytics to replace Excel for Sales reports and would like to be able to show both the table and the chart together.
Restrict Users access to login into CRM?
I’m wanting my employees to be able to utilize the Zoho CRM Lookup field within Zoho Forms. For them to use lookup field in Zoho Forms it is my understanding that they need to be licensed for Forms and the CRM. However, I don’t want them to be able to
Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone
Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to
Unknown table or alias 'A1'
I would like to create a subquery but i am getting the following error: Unknown table or alias 'A1' used in select query. This is the sql statement: SELECT A1.active_paying_customers, A1.active_trial_customers, A1.new_paying_signup, date(A1.date_active_customers),
in the Zoho creator i have address field based the customer lookup im selecting the addresss , some times the customer address getting as null i want to show as blank
in the Zoho creator i have address field based the customer lookup im selecting the addresss , some times the customer address getting as null ,i want to show as blank instead of showing null. input.Billing_Address.address_line_1 = ifNUll(input.Customers_Name.Address.address_line_1,"");
Question about upgrade and storage space Zoho Notebook
After upgarding my Zoho Notebook plan, I am running into the following issue. I just upgraded from a free Zoho Notebook subscription to Pro Lite after I got a notification in my Window Zoho Notebook desktop app saying that I had run out of space. However,
how to add email to existing organization i w
I am already registered my organization and i have an email id. I need one more email id but i can't find anywhere .i want the cheapest email id . how to add ?
add zoho account
How to add a zoho mail to previous zoho account? I have two
Name changed in settings for mailbox but still not changed when typed in To field
In the email account secretary@ i have updaetd the new staff members details but the old members name still appears when I type secretary@ in the To field. I cant work out where Zoho is finding the old name from. I have deleted the browser cache. If I
Printing to a brother label maker
I see allot of really old unanswered posts asking how to print to a label maker from a zoho creator app. Has their been any progress on providing the capability to create a customized height & width page or print template or whatever to print labels?
Sync desktop folders instantly with WorkDrive TrueSync (Beta)
Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
Track online, in-office, and client location meetings separately with the new meeting venue option
Hello everyone! We’re excited to announce meeting enhancements in Zoho CRM that bring more clarity and structure to how meetings are categorized. You can now specify the meeting venue to clearly indicate whether a meeting is being held online, at the
Calling the new 'Custom API' feature from within a Custom Widget
From what I've learned it is not possible to call an endpoint from the new "Custom API" feature within a Creator Widget. The SDK's doesn't support it yet, when calling it natively you end up with CORS issues or at least I couldn't get it working even
Announcing new features in Trident for Mac (1.32.0)
Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to reinforce email security and protect your inbox from evolving threats. Let’s take a quick look at what’s new. Deliver quarantined emails. Organization admins
Next Page