This series aims to equip developers with all they need to build extensions for Zoho Desk in Zoho Sigma and publish them in Zoho Marketplace.
Welcome back, Developers!
Following up on our previous post on building and testing new extensions for Zoho Desk, this post will guide you through the steps to bundle and publish them in Zoho Sigma, either as private or public extensions based on your requirements.
To publish your extension, the extension project must be validated and packed as a zip file. After validation, it needs to be uploaded in Sigma, a unified developer platform from Zoho. In Zoho Sigma, every developer will be allocated a designated workspace to build and host their apps developed for Zoho products. Validating the extension
The validation process checks that the extension complies with the configuration requirements of Zoho Desk. If there are any violations, they will be detected when you execute the validate command.
You can follow these steps to validate your extension.
- Open the terminal/command prompt.
- Navigate to your project folder.
Execute the following command.
$ zet validate
The results of the validation process will appear. Make changes, if required. Otherwise, you can proceed with packaging.
Packaging the extension
It's important to bundle all the relevant files of the extension project for proper execution. By invoking the pack command, a distribution folder (dist) including a ZIP file will be created that holds all the static assets generated by the developer. The ZIP file will be unpacked on Zoho's servers when the html widget in rendered in the iframe.
To package your extension as a zip file, follow the below steps:
- Open the terminal/command prompt.
- Navigate to your project folder.
Execute the following command.
$ zet pack
The zip file for your extension will be created in the dist folder of your project.
Uploading and publishing the extension
Once the extension is validated and packed, the zip file for the extension must be uploaded to Sigma. Extensions in Sigma can be published either as Public or Private extensions. Public extensions are hosted for a wider audience, and private extensions are limited to users who have the direct URL of the extension.
Private extensions can be installed and used only with the private installation URL. This URL will be generated once the extension is published privately in Sigma. Private extensions are readily available for use and do not undergo any review and approval process by our team of experts at Zoho. Sigma will do an automated validation when publishing the extension.
Public extensions are hosted through Zoho Marketplace, where users can see your extension along with other public extensions. From Zoho Marketplace, users will be able to view, install, and use your extension. You can track the usage statistics of your extension from Sigma.
To upload the zip file for your extension project:
- Go to Sigma.
Click the New Extension button.
The upload process flow begins.
- Provide the required details.
- Name: Name of the extension
- Description: A small brief on what the extension does
- Service: Choose Zoho Desk
- Upload File: Browse and upload the packaged zip file
- Agree to the terms and conditions.
Click Save as Draft.
The extension details page will be displayed.
- Verify the details, and click Publish.
- In the Extension Visibility pop-up, choose Private or Public.
- If you choose Private, click Publish.
If you choose Public.
The Marketplace details page will open. Fill in the details required for publishing the extension in Zoho Marketplace.
After you upload your extension on the Sigma site, the Zoho Marketplace team reviews it for functionality and usability and provides you with feedback if any enhancements are required. Once it passes the review and functions as intended, an installation URL will be generated and the extension is made available on Zoho Marketplace.
Updating your extension
Whenever you come up with new features, enhancements to existing extensions, or bug fixes, you can update your extension and improve its functionality and performance. Each update increments the version of the extension. The zip file for the updated extension has to be submitted in Sigma again to go through the review process.
To upload the updated version of your extension, perform the following steps:
- Go to Sigma.
Hover over your extension and click the Extension Details button.
The extension information form with previously filled data appears.
- Click the icon under the extension name.
- Browse and upload the zip file for the updated extension project.
Once uploaded, one of these two events happens:
- If the extension is public, the updated version will be published in Zoho Marketplace.
- If the extension is private, the updated version is approved and the installation URL is displayed on the extension details page.
We hope you found this post useful. Try it out and let us know your feedback! We really appreciate hearing from you.
Stay tuned!
Recent Topics
Zoho Desk Validation Rule Using Custom Function
Hi all, I tried to find the way to validate fields using custom function just like in Zoho CRM but to no avail. Is there a way to do this?
Is there a way to request a password?
We add customers info into the vaults and I wanted to see if we could do some sort of "file request" like how dropbox offers with files. It would be awesome if a customer could go to a link and input a "title, username, password, url" all securely and it then shows up in our team vault or something. Not sure if that is safe, but it's the best I can think of to be semi scalable and obviously better than sending emails. I am open to another idea, just thought this would be a great feature. Thanks,
How to easy change layout in existing records in Deals?
Hello, So far i have used only 1 layout in Deals. I have about 1000 records. Now i want to make new layout. So i have 2 layouts: Layout Old (1000 records) Layout New (0 records) How to easy change layout from Layout Old into Layout New for existing records?
How can I understand in the search results which collection a note is in and how to immediately go to this collection?
How can I understand in the search results which collection a note is in and how to immediately go to this collection? You can call the note properties window, but only the notepad is listed there. This is very inconvenient, especially when there are
Link Images to a Excel Report
When I export to a spreadsheet. How do I get it to create a link that goes to my image. Right now it shows up in Excel as: /sharedBy/appLinkName/viewLinkName/fieldName/image/1510098844838_Image_07-Nov-2017_18_54_03.jpg
Possible to change Deal Stage via Deluge function in a Workflow automation when there's a Blueprint implemented for the pipeline?
I've configured a Blueprint for my Deals module pipeline. I want to change the Stage value for a Deals module record through a Deluge function in a Workflow Rule, but I get this error message: "Deals record update response = {"code":"RECORD_IN_BLUEPRINT","details":{"api_name":"Stage"},"message":"Stage
Alert for Back Navigation in Zoho Creator Widgets on Mobile Apps
In Zoho Creator widgets, when a user navigates back on mobile devices, the data within the widget is reset. This leads to a loss of any unsaved changes or inputs, causing frustration for users. To enhance user experience, we need to implement a confirmation
Limit excceding issue in zoho creator
I am transferring data from Zoho Books to Zoho Creator using a Deluge script. However, I am frequently encountering a "limit exceeding error," which seems to be related to the Deluge statements limit. I reached out to Zoho Support, and they informed me
Explication sur comment mettre en place des règles d'affichage ou "layout Rules"
J'ai passé plus d'une heure hier avec le support et je n'ai rien compris !! Je suis lecteur assidu des guides (je "RTFM") qui ne sont absolument pas orienté "client" chez Zoho, et je tiens à le rappeler ici . Dans la documentation on m'indique un cas
Create custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
Matching ZOHO Payments in Banking
Our company has recently integrated ZOHO Payments into our system. This seemed really convenient at first because our customers could pay their account balance by clicking on a link imbedded in the emailed invoice. Unfortunately, we can't figure out how
Projectic Specific Calendar Dates
We are trying to create a project request form. One of the first fields is a multiple choice field that requests the user to select the type of project they are requesting. We are wanting to have a calendar view that changes the allowable dates to be
Off cycle pay run 10 day
How would I go about running an off cycle pay run for 10 days? (Jan 1-10)? I have been trying to be in contact with support and we keep paying phone tag. I need to change my pay period from bi-weekly to weekly. This should be much easier than they are
Set another Layout as Standard
We created a few layouts and we want to set another one to standard:
Values in multi pick list are not copied to copied deal
Hi, After a deal is completed in our sales funnel we copy the deal to an automatically created new deal in our project funnel. All fields are copied properly, but only a Multi Pick List is not copied. How can we copy the selected values in this field
Change Last Name to not required in Leads
I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
Creation of Path and subpath
In order to improve the structure of the website for better organization, I would like to consider that when publishing a page, it can be within a section and sub-section. For example, if I have an events option in the menu, I can put past events and
Kaizen #172 - Leveraging the 'crmAPIResponse' Object in Queries
Hello everyone! Welcome back to another week of Kaizen! We released the Queries feature sometime back and hope you have tried it out. A little gist about this feature before we move on to our post. Zoho CRM's Queries feature enables dynamic data retrieval
"We’ve fine-tuned Zoho Inventory..."
Every day I have this message at the top of my screen. I hit refresh everyday and then the next I see it again. What is being "fine-tuned" on a daily basis?
Default Sort Order in Project Tasks View
It should be possible to specify a default sort order (or have the last explicit sort order restored upon reload) for the tasks in the project tasks view. Currently the sort order must be manually re-selected for each sub-group whenever any changes are
BIN Locations
Hi, I’m new to Zoho inventory and unless Im missing something, I cannot find BIN locations anywhere in ‘items’? please tell me it’s there somewhere?!? Thanks
How to query for Deals record based on Pipeline?
I want to query for Deals records that matches a specified Pipeline using a Deluge function. When I call zoho.crm.searchRecords("Deals","(Pipeline:equals:" + myPipeline + ")"), I get this error: { code: 'INVALID_QUERY' , details: {...} , message: 'Invalid
Status properties
Hello, I created a new status called "Hold", but I want Zoho to recognize that when a project is on "Hold" the tasks will not appear as open and the deadlines will not show as delinquent. Basically, freezing the project until it's ready to start up again.
Need to change author's name in blog post
My colleague wrote a blog post for our blog but when I put it on our site, the author's name automatically populated as mine. I contacted ZohoSupport and was told to change the Nickname in my profile. Well, I did and then ALL the blog posts were listed as being written by my colleague! Is there any way to simply change one blog post with the correct author's name?
Getting 401 Unauthorized while creating Ticket
I'm getting 401 UnAuthorized when I try to create a ticket using the Zoho Desk API. I am using using OAuth2.0 for getting access token and generated accesstoken and used Desk.tickets.ALL as a SCOPE . Kindly help me to resolve this issue while creating
Rich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile
What do the Image Sizes mean in Zoho CRM Email Templates?
Below you can see the image options in email templates: Banner, Fit, Small, Medium, Original, Custom. Can someone from Zoho please share with me: What each is/means? How each will look on desktop AND mobile? How to edit "custom"? If I choose "Custom"
Marketing Automation : Adding to existing Lead Score
I want to be able to add a score to an existing ZMA lead however I can't find the field in the "Fetch Lead" action that contains the existing score. There is an action for Add lead score, but that's not clear if it overwrites the existing value or adds
Zoho developer edition does not work for us
Hi Is anyone else having this problem? I'm signed in with our admin/super user account. When I click on the link on this page: https://www.zoho.com/crm/developer/docs/dev-edition.html I am asked to agree to Terms and Conditions. Clicking Agree to Terms
Option to specify or disable "Idle" times in preferences
It seems strange to me that my Cliq shows me as "Idle" when I'm using the PC and available just because I haven't interacted with Cliq in a while. I'm far from "Idle" so we're just treating "Idle" and "Available" to mean the same thing. I'd like to suggest a setting to change the timeout or even disable the automatic "Idle" mode.
Changing Color Theme of Guided Conversations
Hello, We have recently added Guided Conversations to one of our websites, but I am wondering if there is a way to customize the color scheme so it matches the appearance of the website? Thank you in advance!
Is there a Kanban view of Tasks across all Projects?
As the title indicates, I could use a Kanban view of my Tasks across my Projects. If it's there, I don't see it. If it isn't there, I'd like to submit this as a feature request. Thx.
Create Invoice and Invoice Items from Sales Order via API
Currently, when creating an Invoice associated with a Sales Order via the API, it appears that I must manually include all of the items (line_items) even though they are already part of the Sales Order. My question is this: is it possible to raise an Invoice via the API based on all of the information associated with a Sales Order--such as the items? In other words, do I always have to manually include the items (line_items) when raising an Invoice via the API when the Invoice is associated with
Stock Count - Does it really work?
We have been trying to use the new Zoho Inventory stock count feature. It seems great at first glance.. ..but what we can't get our heads around is if a count doesn't match you can't simply set up a recount of those that are unmatched, which just seems
Working with keywords
Hello everyone, first time here so I will try to be brief. I am working on my company's data set. I have a table with all the images we have on line. For each image we hava a cell tha contains all keywords related to that image. I would like to explore
Microsoft Phone Link
Does anyone know if you can use Microsoft Phone Link to make calls through Zoho?
Free user licenses across all Portal user types
Greetings everyone, We're here with some exciting and extensive changes to the availability of free user licenses in CRM Portals. This update provides users with access to all Portal user types for free to help them diversify their user licenses and explore
Zoho Books - France
L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
Need warehouse listed on packing slips
We ship from several locations, and have a separate warehouse set up for each location in Zoho. I need the warehouse related to each SO to show up on the packing list. How do I make that happen?
CRM Calendar Sync Not Working
I can't get any meetings where I am a participant to sync with either Bookings or Office 365. It syncs fine when I am the host, but as a participant, it just ignores the event. I have clients booking meetings when agents are in training or OOO or any
Next Page