Zoho Developer Community Monthly Digest - January 2024

Zoho Developer Community Monthly Digest - January 2024



Hello everyone!

Welcome to the latest edition of the Zoho Developer Community Digest. As we begin the year with renewed vigor, we're thrilled to present a roundup of engaging discussions, valuable resources, and noteworthy community highlights from January. Dive in to stay updated on the latest developments in Zoho and join us in fostering collaboration within the developer community.

Upcoming Events

  1. Zoho Developer Hangout 13: Zoho CRM offers flexibility for businesses to tailor it precisely according to their unique requirements. However, even the best suits may need a few extra accessories. That's where Zoho Creator steps in. When integrated with Zoho CRM, it extends the platform's capabilities, allowing you to build custom applications, forms, and views, transforming them into custom tabs within the CRM interface. Think of it as the stylish pocket square that completes the look. In this session, our MVP @Damien Cregan, will provide an introduction to Deluge scripting and its role in creating integrations between Zoho Creator and Zoho CRM. He will delve into the intricacies of fetching records from Creator within CRM and vice versa, as well as creating and updating records in both platforms. Click here for registration.

  2. Zoho Developer Community Bootcamp (In-Person): This has been long overdue! We're hosting our first-ever in-person developer meetup, and we're doing it right here in our home base. If you're in Chennai, you're in for a special treat. The bootcamp is designed to empower developers of all skill levels, guiding them to learn and create extensions for Zoho products. Participants also have the opportunity to potentially monetize their creations by listing them on the Zoho Marketplace. Registration and more details here.

  3. Creator Learning Table Series: 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 recent webinar on Creator for the Agriculture Industry was a success, and during the upcoming session, we'll be exploring Creator for the Real Estate Industry.

    Title: Creator For Real Estate Industry
    Date: March 7, 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

  4. Creator Tech Connect: 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. We are planning to conduct a three-month series on Custom widgets: Extension in Zoho Creator and its development process. While the first session of the series focused on developing widgets with JS API in Zoho Creator, the upcoming session will be about using Widgets from Zoho Marketplace as Extensions in Zoho Creator.

    Title: Developing Widgets in Zoho Creator
    Date: February 15, 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

  5. Application Development Bootcamp: Application Development Bootcamp is a three-day webinar on Zoho Creator features and the application-building process. During these sessions, users get to learn how to turn their ideas into fully functional applications through live sessions and exercises. The webinars, each lasting an hour, cover sessions on ideating, structuring, developing, and managing solutions in Zoho Creator.

    Title: Application Development Bootcamp 1.0
    Date:  March 19, 20, and 21, 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

  6. Catalyst Webinar: Turn Ideas into Modern Apps with Ease using Catalyst AppSail
    Catalyst AppSail is a highly scalable platform that allows you to quickly build apps using popular programming languages such as Java, Node.js, or Python, and your favorite frameworks like Spring, SpringBoot, Flutter, Angular, Django, Flask, and many more. Tune into our webinar to gain insights on using AppSail from our in-house industry experts. Registration and more details yet.

Having hosted many meetups and events in the past, we've witnessed the value of networking, shared learning, and collaboration among the developer community 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. Take a moment to review the details of each event listed in this forum post and complete the form by indicating your preferred events. Feel free to select all that pique your interest – there's no need to hold back; we'll ensure you receive the invitations accordingly.

Resource Spotlight

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

Community Discussions

Zoho Developer Forum

  • When @Federico needed help with dynamically adjusting a webhook to distinguish calls from production and sandbox environments, @Hugh Marshall and @Ishwarya SG offered three methods to accomplish this task in this discussion
  • When @Scholfield's code logic didn't meet his requirements of identifying accounts in Zoho CRM without any scheduled calls or calls altogether, @Ishwarya SG stepped in with a solution, offering advice on scaling it and providing a code snippet for implementation.
  • @Federico sought help in the community forum to add a "Ask for a quote" button to the Deals Detail page that opens a form to collect data. @Haiku technical support stepped in and suggested the best ways to implement this scenario effectively. Check out the conversation here.
  • Check out the code snippet shared by @Pheranda Nongpiur to fetch values from a Subform in one module and display those values for comparison in another module in Zoho CRM. 
  • Do you want to get the ID of a CRM record created using Client Script? Then this post is for you. When @Serge Piskarev was finding it difficult, @Maadhari M provided guidance with creating a record successfully and getting the ID. She also went the extra mile and suggested @Serge to use ZDK.Apps.CRM.Contacts.Models.Contacts() model, as it has more extensive features.

Developers ZUG Cliq Channel

Note: These conversations are confined to the Developers ZUG Cliq channel members. If you're keen on becoming a part of this space, please fill in this onboarding form to receive your invitation to join the channel.

Community Spotlight

ZDH Speakers

The contributions of our ZDH presenters have been instrumental in the success of the this segment. We extend our heartfelt appreciation for their efforts.

As a continuation of featuring a ZDH presenter each month, this time, we would like to introduce our sixth ZDH presenter, @Greg Belnap. Explore this post to discover the knowledge and insights he shared with the community.

Cliq Contributors

The Developers ZUG Cliq channel has consistently served as the primary hub for community members seeking technical assistance and engaging in savvy discussions. Here are our top contributors who have gone the extra mile to support and assist the Zoho Developer 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 to be features in the upcoming month's digest. Wishing you an amazing month ahead!

SEE ALSO

    • Sticky Posts

    • Zoho Developer Community Monthly Digest - November 2024

      Hello everyone! Welcome back to the November edition of the Developer Community Monthly Digest. Dive in to explore the upcoming events, hands-on training sessions, exciting product updates, insightful discussions, and more to keep you informed and inspired!
    • 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
    • Zoho Developer Community Monthly Digest - September 2024

      Hello everyone, This month's Developer Digest is packed with resources to help you build powerful applications. Learn how to leverage Zoho CRM's new features, explore the latest in Zoho Finance and Catalyst, and join exciting bootcamps, webinars, and
    • Zoho Developer Community Monthly Digest - August 2024

      Hello everyone, Get ready for another exciting month of Zoho development! Our August digest is packed with events, resources, and community discussions to empower you as a Zoho developer. Let's dive right in! Upcoming Events To stay on top of the upcoming
    • Extensions 101: Build Extensions for Zoho Finance suite

      Hello Developers! We are thrilled to announce our 5-day webinar series on building extensions for Zoho Finance Suite products. Our first session was a resounding success, introducing Extensions, Zoho Developer, Zoho Marketplace, and the Zoho Books Developer
    • Recent Topics

    • Ticket Views: filter criteria -> dynamic date values in relation to the current date

      Hello all, It would be very helpful if you could build custom views in such a way that you do not have to adjust the criteria daily or at whatever interval in order to change the fixed date value as needed. For example, I would like to create a view that,
    • Captchas: No support for Google reCAPTCHA or similar

      Hi all, The current captcha integrated into Creator is very basic, and often near-impossible to read. I'm building an app for a charity which includes a couple of public-facing forms, and this is a real issue for people with dyslexia and related conditions - it's effectively excluding them if you want any form of spam protection at all on your published forms (and that being said, the current captcha doesn't even seem very effective - bots can often read it more easily than humans). I've raised this
    • Maintain consistency in ticket responses with shared snippets

      Hello everyone! We are excited to announce that our highly anticipated snippet sharing feature is now available to all users. As you know, snippets are pre-defined message templates, or canned messages, that help agents respond to tickets with efficiency.
    • Tickets - Zoho Desk

      Hi Team, My Clients need to see their tickets created and the status of the ticket in the Zoho Support Desk itself. How can I do this? My Client doesn't have a Zoho Account. They need to access the ticket by the provided link without signing in.
    • Automatically assign Contacts to Account owners

      Hi, I have a finite number of accounts set up in the CRM, and each new contact that comes in is automatically assigned to an Account according to a rule I set up. I want the Contact owner in the Contacts module to be assigned to the relevant Account owner.
    • Making Copies/Duplicates of Zoho Forms (Shared)

      Question to the community: is there a way to take a 'shared form' , make a duplicate copy and save under My Forms, so that i can use that which was already created as a template to make updates to and use as a test form and be able to have full access,
    • 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
    • Can you help us creating a customised form with payment link?

      I would like to create a customised Transport form where the user will be asked to make payment basis the drop/ pick up they select.
    • Deleting or disabeling predefined ticket list views

      Is it possible to delete or disable predefined views or is this still not possible? For instance, we are not using the chat function and therefore have no use for the "Missed Chats" view. Thanks!
    • How to restore deleted Field

      I edited a field in zoho form and by accident I deleted a field (email address). The form is ongoing to be filled by respondent. Then, when I checked to the all entries and report, the email address is gone. I checked in audit log, there is a record that
    • Unable to load your extension. Please check your plugin-manifest or Resources.json.

      Hi Team, I am using the config module with multiple fields of different types, such as checkboxes and picklists. However, I am encountering the following issues: Error Message: When loading the extension, I get the error: "Unable to load your extension.
    • Remove or hide default views

      I'm looking to only have the views pertinent to my organization.  Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...
    • No Sales Returns on SO's with Dropped Shipped items + Inventory Items

      We have encountered an issue in Zoho related to sales orders that include both dropshipped items and inventory items. Specifically, it is currently not possible to create sales returns for the company’s own inventory items from these sales orders. This
    • Layout Rules / Quick create

      Hello, is there a way to create a layout rule for quick create option? Regards, Katarzyna
    • Issue with Create Note Button and Popup Form in Leads Module

      Hello Zoho Community, I am trying to implement a "Create Note" button in the Leads module with the following functionality: 1. When the button is clicked, a form should pop up with fields to add notes. 2. After filling out the form and clicking Send,
    • Finding draft ticket replies

      Is there a way to see all tickets which have draft replies?
    • Guidance on Making Zoho Desk Connections Available for All Data Centers

      Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on
    • Caso de Uso | Menos trámites, más salud: Clínicum optimiza sus recursos con Zoho One

      "La automatización del proceso de solicitud de bajas y su trazabilidad a través de Zoho nos ha supuesto una mejora en el ROI." - Carol Rodríguez, Responsable de Experiencia del Cliente interno y externo en Clínicum ¡Hola a todos! Estamos emocionados de
    • Is it possible to disable Chat Waiting Time, or to make it indefinite?

      We have used many online chat services over the years. However, Zoho's SalesIQ appears to be the only one we've tried that has a mandatory time limit where we must respond to new customer queries. We are a small business so we have no dedicated staff to monitor incoming chats, which makes this requirement very undesirable. (There have been no complaints from our clients when we're slower to follow up.) Is there an option I'm missing to turn Chat Waiting Time off, or to allow an infinite wait time?
    • Double opt-in notifications and customizable confirmation messages for your webforms

      Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit
    • Bulk create tasks - Zoho Projects API

      Hi Zoho/Community, I am trying to create multiple tasks in a single API call, is there a way we can combine multiple request bodies into one single payload? The issue I am facing is the rate limiting on the API, I wanted to create certain amount of tasks
    • Task Due dates and Reminder Date & Time

      I like to have a reminder on many tasks in Zoho Recruit. I find the process cumbersome in that each task requires the following: 1. click and select due date 2. Click the reminder box 3. Click on (Reminder) Start Date 4. Click on (Reminder )Time If one
    • Unable to Access Admin Console and Email Sending Issues

      Hello Zoho Support Team and Community, I hope this post finds you well. I am currently facing two significant issues with Zoho services: Admin Console Access Issue: Every time I try to access the Zoho Admin Console, it gets stuck on the loading screen
    • Tracking new lead response time

      Hi, I have a team of Sales Development Reps, who have a KPI of responding to a lead within 20 mins or less once it hits the system.  I seem to recall that Zoho CRM had the capability to track this in a previous version, but don't see it anywhere.   It's
    • Getting The Following Error.. 550 5.4.6 Unusual sending activity detected

      I just launched a marketing campaign and I got this error. Everything was working fine previously. This is a big launch so need to fix it asap. Can anyone help?
    • mail

      Frequent sending of this email, what does this mean? How to solve it
    • Printing on 80mm bluetooth Pos Printer

      Hello. I am trying to print receipts and invoices using my 80mm bluetooth connectivity Pos printer. I have configured the Templates to Retail so that it matches the paper width of the Pos printer. However, when I click Print in zoho, first it opens the
    • Trying to integrate gmail but google keeps blocking Zoho access for integration??

      hi i am trying to integrate a gmail account so can track/access business emails this way. I have followed the instructions but after selecting my email account it gets re-routed to this message (screengrab below) Can anyone advise a way around this or
    • Which attribute in Zoho books invoice api represent branch attached to the invoice?

      Hi Zoho Team, We have done the integration with Zoho Books API. While fetching data from Invoice API we want to get branch value attached to the invoice. We could not figure out which field in "Get an Invoice" api represents branch value attribute. Thanks
    • How to Billed from two different GST Numbers

      How to Billed from two different GST Numbers. Suppose ABC & Co had GST registration in Delhi and Haryana and Zoho account is created with Delhi GST Registration number. Now i also want to issue invoice from Haryana GST Registration number. How can i proceed ?
    • How to hide Predefined views

      Hi, I would like to know how to hide: Predefined views and Recent views or some records from this list. If I'm using it form iPad I have to scroll to see User created views. Or maybe it's possibility to move User created views on the top. All the best,
    • Is it possible to trigger the review process when a record is edited?

      Hello, I need to trigger a review process whenever a field is updated to a specific value. This field is empty when the record is created and is only filled later. I know the approval process exists, but that's not what I'm looking for in this case. What
    • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

      Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.
    • Deleting Views

      How do you delete views? Please syd
    • Fixed Assets

      Where would I manage my fixed assets
    • Create a purchase order in vendor's currency

      I am having a problem working this out and would appreciate some suggestions. We have Books and Inventory working in tandem. We are in Australia, our product is sold in Australia in $A and obviously all our invoices, accounts and reports need to be in
    • Report on Assets

      Hi,  Is it possible to report purchased assets on a specific year? The Balance Sheet shows everything up to the current date, and the expense reports will not show purchased assets because they are assets not expenses. If it is not possible, then is it possible to setup an API connection with Books to extract data from to another Reporting application?
    • Purchase of Fixed Assets

      How can I record the purchase of assets using zoho books? For example, I purchased 4 laptop for 100000 $ each and paid it through my bank account. How can I record this transaction and maintain track of how much of the assets I bought?
    • Where is the Fixed Asset Register?

      I am a Zoho One user for 18 months, using invoicing and CRM and now ready to migrate my books to Zoho Books. Where do I keep the fixed asset register for the equipment that I use in my business? I have a service based business with a lot of gear and business
    • Fixed assets recording

      Hello there, I recorded a bill for a vendor contain (Computer) so the PC is a fixed assets, do I need to do a manual journal to include this PC under the fixed assets category (furniture & equipment)? If yes, please take me through the manual journal
    • Next Page