Zoho Developer Community Monthly Digest - March 2024

Zoho Developer Community Monthly Digest - March 2024



Hello everyone,

In this digest, we've brought you a roundup of the highlights, community discussions, resources, and updates from March to keep you in the loop. Let's get right to it!

March Highlights

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 provided an introduction to Deluge scripting and its role in creating integrations between Zoho Creator and Zoho CRM. He also delved into the intricacies of fetching records from Creator within CRM and vice versa, as well as creating and updating records in both platforms. Watch the recording here.

Zoho Developer Hangout 14

By serving as gateways for accessing and sharing functionalities and data across applications, APIs empower developers to tap into external resources and services that enrich their applications with enhanced features and solutions. Eric, a consistent top contributor in the Zoho Developer Community, says, "Zoho APIs can be fun to use. For core applications like CRM, Desk, and Books, there is an abundance of API endpoints to use and play with. Whether you are developing in or out of Zoho, there is a lot of commonality." In this episode, he discussed the API documentation, limitations, and gotchas, using the API in Deluge, and then demonstrated a use case outside of Zoho with a Ruby application. Watch the recording here.

Upcoming Events

Note: To stay on top of the upcoming developer community events, keep an eye on this page.
  1. Zoho Developer Community Bootcamps - India: We're excited to announce a line-up of Zoho Developer Community Bootcamps in India. These bootcamps focus on empowering developers of all skill levels to learn and build extensions for Zoho products and potentially monetize them by listing them on Zoho Marketplace. This is a great opportunity to network with fellow developers and Zoho users, interact with Zoho experts, share ideas and experiences, and grow together as a community. Read through the details here and register for the meetup in your city.

  2. Zoho QEngine 101: We are happy to announce Zoho QEngine 101 series for the developer community consisting of five sessions in total. This series aims to enable attendees to create test cases from scratch, manage them under modules, and execute them for three different platforms—web, mobile, and API—using Zoho QEngine. Registration and more details here. We also have the Get to know Zoho QEngine webinar series to enhance your understanding of how to leverage QEngine for efficient application testing, particularly through automation. 

  3. Zoho CRM APIs: In this series, you will learn about OAuth2.0 authorization used by Zoho CRM APIs, CRUD operations for retrieving, creating, updating, and deleting records, efficient search/query methods, data synchronization techniques for consistency across platforms, and working with SDKs for seamless integration of Zoho CRM functionality into applications. Register for this multi-part series and start using developer-centric CRM features like a pro!

  4. Zoho Extensions 101 – Extensions for Zoho Finance Suite: This series offers a comprehensive exploration of developing extensions and widgets for the Zoho Finance suite. Starting with an introduction to Sigma and the Zoho Books platform, subsequent sessions cover creating extensions, testing, publishing, and listing apps in the Zoho Marketplace. Click here for the detailed agenda and registration.

  5. eSignatures with Zoho Sign: Discover how to create legally binding documents and seamlessly integrate Zoho Sign into your website or mobile application using Zoho Sign APIs and SDKs. Join us to learn the importance of integrating a digital signature solution into your website, get a product walkthrough of Zoho Sign, and gain insights into utilizing Zoho Sign's APIs effectively. Register here.

  6. Catalyst Masterclass – Build next-gen bots with NLP capabilities using ConvoKraft: Join us for an exclusive webinar on Catalyst ConvoKraft with industry experts to learn how to build next-gen bots with advanced Natural Language Processing (NLP) capabilities. Catalyst ConvoKraft is an open platform on which third-party, non-AI developers can build chatbots. Developers can easily embed bots built on ConvoKraft into their application's front end for end-users to interact with.

  7. 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 Logistics Industry was a success, and during the upcoming session, we'll be exploring Creator for the Education Industry.

    Title: Creator For the Education Industry
    Date: May 2, 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

  8. Creator Tech Connect Series: 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 conducting a three-month series on mobile applications in Zoho Creator. The recently concluded session focused on customizing mobile applications in Zoho Creator, while the upcoming session in the series will be about Rebranding mobile applications in Zoho Creator.

    Title: Rebranding Mobile Applications in Zoho Creator
    Date: May 9, 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

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

  • At times, even the tiniest syntax slip-up can be vexing. That's where community support comes through, as members have likely encountered similar challenges. In this instance, @Philip sought assistance on our forum for a WHERE clause issue in a COQL query, and as usual, @Haiku Technical Support swiftly offered helpful tips to guide @Philip and @DataWarehouse.
  • More often than not, minor script glitches can escalate into significant time drains for developers. @Jason's struggle with transferring subform records highlights the frustration such issues can bring. Our MVP @Hugh Marshall's timely intervention not only resolved the problem but also underscored the invaluable support network within the community.
  • @Emmanuel struggled to update a multi-select field in Zoho CRM, prompting other community members to jump into the discussion with similar challenges. @Sunderjan and @Pheranda pitched in with code snippets to help them through their predicaments.
  • Identifying the cause of a problem is key to resolving it, which is precisely what @Hugh Marshall aided in with @Jorge's situation. While attempting to parse an XML file in Zoho CRM, @Jorge Andrés faced challenges in isolating and processing details from the XML, despite exploring different solutions. Go through this conversation to understand how community can be your go-to when you’re stuck in coding conundrums.

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.
  • Does it spark your interest when I say that it's possible to search email ID in Leads and Contacts modules at the same time? Go through this discussion where @Venessa West shares how.
  • @Nhivethasre comes to @Piyush's rescue with the steps involved in publishing his Zoho Creator app on Google Play Store and Apple's App Store. Make sure to bookmark this thread for future reference when you're ready to publish your own app!
  • Our champions Tasha and Puneeth offered step-by-step solution to Fatih in this discussion to fetch data from a website (specifically, YouTube) using Deluge and funnel it into Zoho Desk via an app developed with Zoho Catalyst.
  • Check out this lovely conversation that shows the pros coming together to help each other out with great camaraderie!
  • @Haiku Technical Support helped @Danny save some time by suggesting a more straighforward solution to his requirement, avoiding the need to integrate more products than needed.

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 ninth presenter Christopher Mowers. 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 featured in the upcoming month's digest. Wishing you an amazing month ahead!

SEE ALSO


    • Recent Topics

    • How do I sync multiple Google calendars?

      I'm brand new to Zoho and I figured out how to sync my business Google calendar but I would also like to sync my personal Google calendar. How can I do this so that, at the very least, when I have personal engagements like doctor's appointments, I can

    • Need to extract date from datetime field

      I have a datetime field and need only the date part from it. I am unable to find a built-in function that would be <DateTime>.Date(). I don't think I want to go the string conversion route of converting the datetime to string and then parsing out values and create a date out of it. Any one out there has a better solution to this? Thanks in adavnce. Regards Moiz Tankiwala Smart Training & IT Solutions

    • How to Hide Article Links in SalesIQ Answer Bot Responses

      I have published an article in SalesIQ, and the Answer Bot is fetching the data and responding correctly. However, it is also displaying the article link, which I don’t want. How can I remove the link so that only the message is shown?

    • New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons

      Hello everyone, We're rolling out two key updates to help you engage better and scale smarter with Cadences in Zoho CRM. Reach customers on WhatsApp, directly from Cadences Previously, Cadences have enabled you to automate follow-ups through emails, calls,

    • additional accounts

      If I brought 5 emails to my account. Can I later buy additional emails.

    • Issue in Zoho People Regularization – Incorrect Hour Calculation

      I have noticed that when applying attendance regularization in Zoho People for previous dates, the total working hours are not calculated correctly. For example, even if the check-in is 10:00 AM and check-out is 6:00 PM, the system shows an incorrect

    • Why I am unable to configure Zoho Voice with my Zoho CRM account?

      I have installed Zoho Voice in my Zoho CRM, but as per the message there is some config needed in Zoho Voice interface. But when I click on the link given in the above message, I get an access denied page.

    • Issue with Hour Calculation in Zoho People Attendance Module

      I have noticed an issue in the attendance regularization feature of Zoho People. When trying to regularize past dates, the total working hours are not calculated correctly. For example, if I enter a check-in and check-out time for a previous day, the

    • Cliq Meeting Calls No Audio and Screen Share

      When in a Cliq channel meeting, the audio does not work at all on pc. When i use my phone as audio source, screen share on pc does not work. I have updated audio drivers but the strangest thing is that during a 1 on 1 call, it works well. Therefore the

    • Bug in Total Hour Calculation in Regularization for past dates

      There is a bug in Zoho People Regularization For example today is the date is 10 if I choose a previous Date like 9 and add the Check in and Check out time The total hours aren't calculated properly, in the example the check in time is 10:40 AM check

    • Work anniversary and birthdays on connect

      Hello, I like the idea of having employee's work anniversary and birthdays on the dashbaord. Do you have to have the employee complete this information themselves in connect settings, or does it pull from their directory settings? (ie. we use Zoho one

    • Alias Email Id already exists

      Hi I'm trying to create an alias : contact @ yoavarielevy.co.il but i get the message  Alias Email Id already exists I had an account with the same name but I deleted it. Can you help? Thanx Yoav

    • BANK FEED - MAYBANK , provider from YODLEE IS NOT WORKING

      As per topic, the provider YODLEE is not working for the BANK FEED. It have been reported since 2023 Q3, and second report on 2023 Q4. now almost end of 2024 Q1, and coming to 2024 Q2. Malaysia Bank Maybank is NOT working. can anyone check on this issue?

    • Feature Request: Ability to Set a Custom List View as Default for All Users

      Dear Zoho CRM Support Team, We would like to request a new feature in Zoho CRM regarding List Views. Currently, each user has to manually select or favorite a custom list view in order to make it their default. However, as administrators, we would like

    • Adding Multiple Products (Package) to a Quote

      I've searched the forums and found several people asking this question, but never found an answer. Is ti possible to add multiple products to a quote at once, like a package deal? This seems like a very basic function of a CRM that does quotes but I can't

    • Zoho Commerce in multiple languages

      When will you be able to offer Zoho Commerce in more languages? We sell in multiple markets and want to be able to offer a local version of our webshop. What does the roadmap look like?

    • Compensation | Salary Packages - Hourly Wage Needed

      The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.

    • webinar registration confirmation are landing in SPMA folders

      I am trialing zoho webinar and do not have access to custom domains. When I test user registrations, they are working but the resulting confirmation email is landing in a spam folder. How can I avoid this?

    • Making digital signatures accessible to all: Introducing accessibility controls in Zoho Sign

      Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will go

    • Is there a way to set Document Owner/Sender via the API

      When sending requests for zoho sign, it would seem zoho uses the id of the person that created the zoho api cred to determine the owner_id, is there a way to set a default for this?

    • Transition Criteria Appearing on Blueprint Transitions

      On Monday, Sept. 8th, the Transition criteria started appearing on our Blueprints when users hover over a Transition button. See image. We contacted Zoho support because it's confusing our users (there's really no reason for them to see it), but we haven't

    • Delegates should be able to delete expenses

      I understand the data integrity of this request. It would be nice if there was a toggle switch in the Policy setting that would allow a delegate to delete expenses from their managers account. Some managers here never touch their expense reports, and

    • Add Save button to Expense form

      A save button would be very helpful on the expense form. Currently there is a Save and Close button. When we want to itemize an expense, this option would be very helpful. For example, if we have a hotel expense that also has room service, which is a

    • Multiple organizations under Zoho One

      Hello. I have a long and complicated question. I have a Zoho One account and want to set it up to serve the needs of 6 organizations under the same company. Some of the Zoho One users need to be able to work in more than 1 organization’s CRM and other

    • Error AS101 when adding new email alias

      Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

    • Unbundle feature for composite items

      We receive composite items from our vendors and sell them either individually or create other composite items out of them. So, there is a lot of bundling and unbundling involved with our composite items. Previously, this feature was supported in form

    • Regarding the integration of Apollo.io with Zoho crm.

      I have been seeing for the last 3 months that your Apollo.io beta version is available in Zoho Flow, and this application has not gone live yet. We requested this 2 months ago, but you guys said that 'we are working on it,' and when we search on Google

    • How do you print a refund check to customer?

      Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.

    • MTD SA in the UK

      Hello ID 20106048857 The Inland Revenue have confirmed that this tax account is registered as Cash Basis In Settings>Profile I have set ‘Report Basis’ as “Cash" However, I see on Zoho on Settings>Taxes>Income Tax that the ‘Tax Basis’ is marked ‘Accrual'

    • workflow not working in subform

      I have the following code in a subform which works perfectly when i use the form alone but when i use the form as a subform within another main form it does not work. I have read something about using row but i just cant seem to figure out what to change

    • Fetch data from another table into a form field

      I have spent the day trying to work this out so i thought i would use the forum for the first time. I have two forms in the same application and when a user selects a customer name from a drop down field and would like the customer number field in the

    • Record comment filter

      Hi - I have a calendar app that we use to track tasks. I have the calendar view set up so that the logged in user only sees the record if they are assigned to the task. BUT there are instances when someone is @ mentioned in the record when they are not

    • How to View Part Inventory and Warehouse Location When Creating a Work Order in Zoho FSM

      Hi everyone, We’re currently setting up Zoho FSM and would like to improve how our team selects parts when creating a Work Order. Right now, when we add a part or item to a Work Order, we can select it from our Zoho Inventory list but we don’t see any

    • FSM too slow today !!

      Anybody else with problem today to loading FSM (WO, AP etc.)?

    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

    • Not able to Sign In in Zoho OneAuth in Windows 10

      I recently reset my Windows 10 system, after the reset when I downloaded the OAuth app and tried to Sign In It threw an error at me. Error: Token Fetch Error. Message: Object Reference not set to an instance of an object I have attached the screenshot

    • Mapping a custom preferred date field in the estimate with the native field in the workorder

      Hi Zoho, I created a field in the estimate : "Preferred Date 1", to give the ability to my support agent to add a preferred date while viewing the client's estimate. However, in the conversion mapping (Estimate to Workorder), I'm unable to map my custom

    • The sending IP (136.143.188.15) is listed on spamrl.com as a source of spam.

      Hi, it just two day when i am using zoho mail for my business domain, today i was sending email and found that message "The sending IP (136.143.188.15) is listed on https://spamrl.com as a source of spam" I hope to know how this will affect the delivery

    • Delegates - Access to approved reports

      We realized that delegates do not have access to reports after they are approved. Many users ask questions of their delegates about past expense reports and the delegates can't see this information. Please allow delegates see all expense report activity,

    • Split functionality - Admins need ability to do this

      Admins should be able to split an expense at any point of the process prior to approval. The split is very helpful for our account coding, but to have to go back to a user and ask them to split an invoice that they simply want paid is a bit of an in

    • Next Page