Zoho Developer Community is a hive of innovative minds, where collaboration and knowledge sharing reign supreme. This platform offers a variety of avenues to support your development journey in Zoho, including the Developer Forum, Developers Zoho User Group (ZUG) Cliq channel, and the Developers ZUG Meetups.
Feel free to dive into conversations, seek guidance, or even offer your expertise to fellow developers. Remember, we're all in this together, driven by a shared passion for innovation and problem-solving. We can't wait to witness the unique perspectives and contributions you'll bring to the table.
Having hosted many meetups and events in the past, we've witnessed the value of networking, shared learning, and collaboration among members. As we look forward to 2024, an exclusive series of events is on the horizon, and we invite developers from all corners to join us. Embrace the community experience with Zoho, and let's make the most of these opportunities together.
Zoho Developer Hangout (ZDH)
We believe that by sharing our knowledge and experiences, we can accelerate our learning and formulate better solutions. Through ZDH, we aim to provide a platform for the developer community members to share their expertise and learn from each other. This format enables the community to engage in interactive discussions, share their own experiences, and gain valuable insights into innovative problem-solving strategies employed by their peers. Extensions for Finance 101
Extensions augment the functionality of Zoho products and integrate Zoho products with other business applications. We had extensively covered the nitty-gritty of building and publishing extensions on the Zoho Marketplace in the first two segments of this series. This time, we're focusing on the most-sought after area - Extensions for Zoho Finance Suite.
Client Script 101
The Client Script feature provides a platform to customize Zoho CRM with your business logic, allowing you to achieve and extend your business cases. It involves a piece of JavaScript code that operates on your web browser, not the server. Following a survey among the developer community members, we've gathered compelling use cases for implementing Client Script, all of which will be covered in this series along with live demonstrations. API 101
API is the messenger that delivers your request to the provider, and then delivers the response back to you. APIs are employed to enhance efficiency, streamline data sharing in a controlled manner, and manage data effectively. Use Zoho CRM's APIs to connect multiple data sources, enhance your workflows with additional data, and maintain a single point of truth. Stay tuned for the upcoming sessions in our API 101 series, where we will delve into the essential topics of Zoho CRM APIs.
Zoho Circuit 101
Zoho Circuit is a platform for integrating microservices to create automated workflows, allowing users to build applications with or without code. You can build by selecting controls and entering values or opt for using simple JSON codes in Code View. Zoho Circuit also provides developing environments for creating functions. This Function as a Service(FaaS) supports languages such as Deluge, Go, Java, Node JS, and Python. In this series, we will discuss the key functionalities of Zoho Circuit and their benefits, and live demonstrations from experts.
Zoho QEngine 101
Zoho QEngine is a powerful and versatile test automation software that supports Single-click switching of testing across web, mobile, and API platforms, No-code, low-code, and pro-code for test creation, and so much more. In the ZQEngine 101 series, we'll be discussing the capabilities of ZQEngine, industry-specific solutions, and role-specific demonstrations – the whole nine yards. Registration and more details here. Zoho Apptics 101
Zoho Apptics is a privacy-by-design application analytics, in-app feedback, usage, and performance monitoring solution built to suit the analytical needs of everyone involved in the app development lifecycle. It offers lightweight and modular SDKs for multiple platforms that are easy to integrate. In this series, we will dive deep into every nook and corner of application analytics and explore how Zoho Apptics can help you measure key performance indicators for your app, leverage actionable in-app insights, and make data-backed decisions.
Catalyst 101
Catalyst by Zoho is a cloud-based, scalable platform for developing software services and applications. It lets developers focus on user experience and business logic without the hassle of managing server-side components. Catalyst 101 is set to explore the Catalyst development platform, its services, and components.
In-Person Bootcamps
Zoho Developer Community in-person bootcamps offer hands-on learning experience, expert guidance, and networking opportunities. With practical sessions led by experts, the bootcamps enable participants to actively engage with Zoho's development tools and APIs, fuel creativity in a supportive environment, showcase their projects, and gather insightful feedback from seasoned developers.
If you know of other developers who would benefit from becoming a part of our community or taking part in our events, we urge you to guide them towards completing this onboarding form. This will ensure they receive updates on all the upcoming developer community events and an invitation to join the official Cliq channel. Alternatively, they can also get in touch with us via email at developer-community@zohocorp.com.
Recent Topics
Change of Blog Author
Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan
Consultant-Only Booking Page
Zoho Bookings does not allow for Meeting Type OR Workspace-Wide booking pages to be turned off. This is detrimental to organizations that have territory-based or assigned accounts, because if prospects can go to these booking pages and either select the
Zoho Desk API - Influence which layout is used
Hello, how can the ticket layout be changed using the API? I would like to choose the layout directly when creating the ticket. If this is not possible, my question would be how can I change it afterwards? Best regards, Sven
Auto-Invite Users to Portals in Zoho CRM based on Conditions
Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users to
Ticket Status email
Good day, This was discussed in the past, but it would be helpful if we could have the system assign a custom response to a status. We have various statuses for tickets, e.g. "closed due to no response", or "Pending Status", it would be helpful for the
Has CSS Changed for Common Elements?
I noticed today that the standard title headings on my Forms and Reports display smaller in size than before. Google Dev Tools (attached), seems to confirm my suspicion. Something appears to be overriding the 1.375rem to 1.125rem. The font size on the
Text field alignment
Is it possible to align text in the text field? Or even better, is there a possibility to have a field which accepts only numbers?
email moderation issue when email is sent in the name of a mail group
Symptom: an email that is sent by a mail group moderator in the name of a moderated mail group is held back for approval. Reproduction: Create a moderated mail group with members and moderators. Allow that mails can be sent in the name of the group (extended
Pipeline in Custom Modules
I love the way the Sales Pipeline looks and functions with reports. I would like to add the save pipeline features and visualization to a custom module, however, I only see that these pipelines are only available for the Deals module. Is there a way to add pipelines to custom modules?
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
Turn off Knowlege Base Follow options and Follower lists
Is there a way to hide or turn off the option in the Knowledge Base for users to follow specific departments/categories/sections/articles? If not, is there a way to turn off the public list of followers for each of those things? Otherwise, customer names
Tip #53- Remote Billing: Your End-to-End Billing Solution in Zoho Assist- 'Insider Insights'
Manual invoicing, after every remote support session, can be time-consuming and often error-prone. As an MSP, IT admin, or even a freelance support technician, it may become overwhelming to keep track of session time, service rates, and client invoices.
Record history and ticket interaction tab in contacts and accounts
Hello everyone! We have improved the History tab to help users trace updates in the interaction activity logs of the Contacts and Accounts detail pages in the Customer Module. This enhancement make it easier to get clear details about who made each update,
issue with deluge script
i used chat gpt to build this script and I am getting 2 errors which I cannot figure out how to fix: void monthly_sales_order_generation() { try { // ---------------- CONFIG ------------------- analytics_url_1 = "https://analytics.zoho.com/api/<workspaceID>/report/<reportID1>/data";
Is there an API to "File a Ticket" in Desk
Hi, Is there an API to "File a Ticket" in Desk to zoho projects?
Zoho Desk View Open Tickets and Open Shared Tickets
Hi, I would like to create a custom view so that an agent can view all the open tickets he has access to, including the shared tickets created by a different department. Currently my team has to swich between two views (Open Tickets and Shared Open Tickets).
Keyboard UX for Assemblies
The new Assembly module has a counter-intuitive behavior that ought to be corrected. When an Assembly is ready to be entered, there are two options given, the blue-highlighted "Assemble" and the gray "Save as Draft". This correctly implies that the normal
Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually
Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able
Cliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
How to Move Behavior, Acquisition, Polls & Forms Data from Zoho PageSense to Zoho Analytics?
Hi Zoho Community, I'm looking for a way to transfer data from Zoho PageSense to Zoho Analytics, specifically: Behavioral data (clicks, scrolls, heatmaps, etc.) Acquisition data (traffic sources, campaigns, etc.) Polls and forms data As far as I can tell:
Why can't I see images uploaded by other users in the Library for Campaigns
We are several users of zoho Campaign. I have uploaded visuals of our company, but my team members can't see them.
zoho sheet stuck
I Need help. ZOHO sheets stuck on the loading screen. I've already deleted the system cache and cookies of my browser (google chrome) but it's still not opening.
Future Orders - Due Date
Hi In my role, I can receive tickets where the work required is requested months in advance. Using a Future Orders option, which I believe was setup under the On Hold status type, hides the Due Date, in all views/ticket etc. Whilst I understand the reasoning
Tip of the Week #78 – Cut response time with multichannel shared inboxes
If you’ve ever felt your team juggling between multiple email accounts, social pages, and chat apps just to reply to customers, you’re not alone. Managing conversations in multiple channels can quickly turn messy. Important messages across inboxes, replies
Need a way to run a client script longet than 10 seconds
By The Grace of G-D. Hi, Currently, Client Scripts are Timing out at 10 seconds. We have complex logics that needs more time. Can you add a feature request to increase the timeout?
FSM - Associating and selecting Contacts based on Service Addresses
Hi FSM team, I've come across an FSM limitation I wanted to share for improvement. I'm currently configuring FSM for a client who provides heating system install and maintenance services. The are often sub contracted by building management companies to
Exciting Updates to the Kiosk Studio Feature in Zoho CRM!
Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful
FSM Improvement Idea - Show an Import button when there is no data
I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import
Unable to Send Different Email Templates for Different Documents in Zoho Sign
Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer
Timeline Tracking Support for records updates via module import and bulk write api
Note: This update is currently available in Early Access and will soon be rolled out across all data centers (DCs) and for all editions of Zoho CRM. The update will be available to all users within your organization, regardless of their profiles or roles.
How to change position button transtition of Blueprint?
Hi Everyone, Look at my screenshoot, it is possible move the reject button to the right? I couldn't find that setting in the blueprint. Thank you.
UI Improvement - Ability to Collapse Flow
The UI for Flow is generally pretty good. However, when multiple decision trees are used, the layout can get pretty convoluted and hard-to-follow (see one of my Flows below): In these cases, even the auto-arrange fails to make this something that a normal
Tasks Statuses
Hi, The task status "Completed" is a final status which closes the task. We need to have a status "Cancelled". However, when the status is set to "Cancelled", the task prompt still has a blue button to Close Task. When the customer clicks that and closes
Add Lookup Field in Tasks Module
Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (
Create New Tasks Layout in CRM
I am able to do this in Leads, Contacts, Meetings, Calls - every other module, but cannot create a new layout in tasks. I have the appropriate access but it's simply not appearing as an option. Only "Standard" option shows. Please help!
Whatsapp Connection Status still "Pending" after migration
Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?
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.
Multi file upload
Hi, I just wonder if one could upload multiple files in one shot, say between one and three files, without adding multiple File Upload fields? Thanks, Alalbany
Using IMAP configuration for shared email inboxes
Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
Zoho CRM for Everyone's NextGen UI Gets an Upgrade
Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
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