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!
Upcoming Events
Creator Tech Connect
Title: Creator Tech Connect – Product Release Updates.
Date: December 12, 2024
Creator's tech connect series would comprise 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. The previous session focused on directory stores and device management in Zoho Creator using Zoho Directory and in the upcoming session, we will explore some of the key product release updates in Zoho Creator.
Zoho Flow
This 3-day training includes an introductory session on Zoho Flow followed by an exclusive online training.
Title: Get to know Zoho Flow
Date: December 10, 2024
In this one-hour session, we'll guide you through the different features of Zoho Flow and show you how they can be used in various industry-specific scenarios. We'll also provide a live demonstration on how to manage and configure your flows effectively and address any questions you may have regarding Zoho Flow.
Title: Zoho Flow training: Mastering integration workflows
Date: December 11-12, 2024
Duration: 2 Hours per day
In this exclusive two-day training, you'll learn how Zoho Flow can transform your business by integrating with multiple applications to enhance productivity. Over the course of these sessions, you'll experience live demonstrations where we'll build customized integration flows tailored to meet specific business needs, highlighting the full power and flexibility of Zoho Flow in real-time. Don’t miss out on this chance to gain valuable insights and practical skills!
Catalyst Webinar
We are excited to invite you to our upcoming webinar showcasing two powerful new features in early access: Pipelines and Job Scheduling. As a valued participant who has previously engaged with our early access features, your insights and feedback are incredibly important to us. In the upcoming webinars, we will delve into the functionalities of Pipelines and Job Scheduling, designed to enhance your software development lifecycle:
Pipelines: Discover how to create and manage customizable sequences of stages—from compiling code to deploying applications—using our intuitive Catalyst console. Learn about integrating with version control systems like GitLab, GitHub, and Bitbucket, and explore the YAML configuration options that allow you to tailor your pipeline to meet specific needs.
The webinar shall be conducted at the times mentioned below, you can join at your convenience:
Time Slot 1 – 11 Dec 2024 – 10 AM Indian Standard Time (GMT + 05:30)
Time Slot 2 – 12 Dec 2024 – 10:00 AM US Central Time (GMT - 05:00)
Job Scheduling: Uncover the components that enable you to create jobs and job pools, executing them seamlessly to trigger Job Functions, Circuits, Webhooks, and AppSail services. We will also demonstrate how to configure cron jobs for efficient scheduling directly through the console or via code.
The webinar shall be conducted at the times mentioned below, you can join at your convenience:
Time Slot 1 – 16 Dec 2024 – 10 AM Indian Standard Time (GMT + 05:30)
Time Slot 2 – 17 Dec 2024 – 10:00 AM US Central Time (GMT - 05:00)
This is a fantastic opportunity to gain hands-on knowledge about these features and ask any questions you may have.
Resource Spotlight

We've consolidated all the resources from the developer community learning series into a centralized hub for your convenient access. Consider bookmarking our Zoho Developer Community website to stay informed about the latest updates in the developer community. - Zoho CRM Developer Updates
- Introducing Queries in Zoho CRM: We are thrilled to announce Queries, a powerful feature that allows you to dynamically retrieve data from Zoho CRM as well as third-party services directly within our platform. With Queries, you can streamline your workflow, gain deeper insights, and make data-driven decisions without leaving the product. leverage the power of data retrieval using REST API and COQL, along with schema management, serialization of responses, and other functionalities in data handling. Refer to our help documentation to learn more.
- SDKs:
- Upgraded Java SDK supporting V7 APIs to version 5.0.0
- Upgraded PHP SDK supporting V6 APIs to version 7.0.0
- Kaizen Posts:
- Kaizen 162 – Explore how to add tags and open pre-filled email drafts via client scripts
- Kaizen 163 – Learn about the significance, types, and practical uses of Extension Widgets in Zoho CRM.
- Kaizen 164 – Learn about the Client Credentials Flow in OAuth2.0 and when you can use it.
- Kaizen 165 – Learn how to call Zoho CRM APIs using Client Script
- Kaizen 166 – Learn how to handle variables in Zoho CRM Queries and associate it in Kiosk to dynamically retrieve data.
- Zoho Creator Webinars: Get access to the previous Zoho Creator Session recordings from Youtube & Zoho Creator Studio below:
- Playlist Links (Youtube):
- Playlist Links (Zoho Creator Studio):
- Zoho Cliq 6.0: Meet Cliq's newest upgrades: bot calls, schedulers, and charts and graphs. Each addition is designed to give you a better way to access data with the help of automation. Learn more.
- Generative AI for Customer Experience: Generative AI is transforming the way businesses connect with their customers, yet amidst all the hype, it’s easy to miss how this cutting-edge technology is reshaping customer experiences. Curious about what the excitement is all about? Dive into this blog to find out!
Community Discussions
Zoho Developer Forum
Product features are often developed based on how many customers would find that product beneficial. Hence, some features like the one our CRM user @dkvagency needed are yet to be developed. That's when another community member @Haiku stepped in with a solution he developed himself! Take a look at it here.
Developers ZUG Cliq Channel

These conversations are confined to the Developers ZUG Cliq channel members. If you're keen on becoming a part of this space, visit our website, click JOIN NOW, and complete the form to get an invite to the channel. - To quote our community member @Emuobosa, "After years of building solutions, some challenges come to humble you." He faced a relatively simple but hard-to-spot issue when integrating Zoho Writer with Zoho Sign. Thankfully, a second set of eyes—@Venessa's—another community member, helped track down the issue and got his code working! Take a look at the conversation here.
- Sometimes, one might get the code to work successfully, but the end result may not be what was expected. @Emuobosa, from the previous conversation, faced a similar dilemma where the result of his successful API calls weren't working. Again, another group of community members come to his rescue and help solve the issue. Check out that conversation here!
- This next conversation is a classic example of members of the community joining forces to help squash a pesky bug in Deluge code. Take a look at it here.
Community Spotlight
Cliq Contributors
Here are our top contributors who have gone the extra mile to support and assist the 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.
Make sure to follow the digest each month for the most recent updates and conversations. Stay connected and participate in the forums and the Cliq channel to be featured in the upcoming month's digest. Wishing you an amazing month ahead!
Oh, you've made it all the way here? We’re flattered! We know that this edition is a little lighter than usual—looks like everyone is in full holiday mode, leaving us to hold down the fort ;) Don’t worry, though; we’ll be back next month with even more exciting updates, events, and spotlights to kickstart the new year. Until then, happy holidays and see you in the next one!
SEE ALSO
Recent Topics
Zoho Finance Suite - Customer Custom Tabs - Dynamic Link
Hi Finance Suite team, When creating a Custom Tab for a Client Portal, there is no option to add dynamic parameters. This would be very helpful for adding Zoho Analytics dashboards which can be dynamically filtered through the URL to only show information
Feature Request - Insert URL Links in Folders
I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create
FSM trying again
have not linked FSM yet to the rest of out Zoho suit. It certainly looks like the apointment and service part is more manageable for our staff. The question is that our engineers multi task examples 1. deliver products to customers not fitted 2. Service
Possible to bold or indent text in the description field?
As part of one item, I often have a detailed description that would be much easier to read if there was the ability to have a bulleted list or bold text and the like. Is this possible? My last invoicing software allowed markup in the field so, for example, an asterisk meant a bullet. I haven't been able to find any documentation related to this. Any information would be appreciated. Thank you.
How can I setup Zoho MCP with Chat GPT
I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?
Formatting of Balance Sheet and Profit & Loss Reports
The default format of the Balance Sheet and P&L Reports are based on the Account Types and then the individual accounts within the Chart of Accounts. These are then ordered alphabetically under these sub-headings and one is unable to re-order these or
UK MTD reports concerning turnover and cerash accounting
Hi I am a sole trader, and I have just started with Zoho Books in order to comply with the new HMRC requirements. I use 'cash basis' - which I understand to mean that income is when the cash comes in (not the invoice date) and expenses are when they are
Retainer Invoice.
Why ZOHO not have facilities to deduct partially advance payment from an invoice.
Collaborate Feature doesn't work
Hello Team. It seems that the collaborate section is broken? I can post something but it all appears in "Discussions". In there is no way how I would mark something as Draft, Approval, post or any of the other filter categories? Also if I draft a post
IMAP Server not responding.
Trying to connect a phone via IMAP and getting "imap.zoho.com not responding." Is the server down, for maintenance or otherwise? I've tried this on two different devices and got the same error on both.
Share saved filters between others
Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks
GST Slabs Redefined: Stay Compliant Using Zoho Books!
Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special
Kanban view on Zoho CRM mobile app!
What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given
Presenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers
No practical examples of how survey data is analyzed
There are no examples of analysis with analytics of zoho survey data. Only survey meta data is analyzed, such as number of completes, not actual analysis of responses, such as the % in each gender, cross-tabulations of survey responses. One strange characteristic of Zoho analytics is that does not seem aware of how Zoho Survey codes 'multiple response' questions. These are questions where more than one option can be selected from a list. Zoho Survey stores this data as text, separated by commas within
Zoho Creator as LMS and Membership Solution
My client is interested in using Zoho One apps to deploy their membership academy offer. Zoho Creator was an option that came up in my research: Here are the components of the program/offer: 1. Membership portal - individual login credentials for each
Adding Chargebee as a Data Connector
Is it possible to get Chargebee added as a Zoho Analytics data connector?
Zoho CRM - Custom Views for Portal Users
I'm looking for an option to customise custom views for portal users in CRM. It would be great if "portal user" was a permission on custom views.
Webform & spam
Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the amount of false new leads we added the captcha field and new enquieries are send to the Approval Leads list. However we still get some spam. Is there any "anti spam" mechanism built in Zoho CRM, or how is the best way to avoid these kind of spam ? Thanks
Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow
Dropbox to Workdrive
Namaste, Trust you all are doing well. Wanted to check how this can be done with Zoho flow. I typically receive dropbox links from my clients. Is there a way where I can provide the link to Zoho flow and it downloads the files from dropbox link to a work
Deals by Stages Funnel not showing in correct order
Using the Stage-Probability Mapping for the Deals module we have created a steps our deals will pass through, RFQ, Closed/Lost, Declined/No-Go, Pricing, Submitted, Negotiations, Won. However when I view the Deal By Stages Funnel it does not show in the
Adding a developer for editing the client application with a single user license
Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer
Turning off the new UI
Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?
Message "...does not support more than 100 distinct values..." WHY????
I get this message on one of my reports: Sorry, Zoho Reports currently does not support more than 100 distinct values in columns. 'Account Name * Sum(Amount),Count(Amount Tier)' contains more than 100 distinct values. Possibly, you can apply filter to reduce the number of distinct values in 'Account Name' or drop the 'Account Name' field in Rows. I want to list all ACCOUNT NAMES (about 500) with SALES BY ACCOUNT. What is blocking this?
Attention API Users: Upcoming Support for Renaming System Fields
Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label properties
Confirmation prompt before a custom button action is triggered
Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is
Cost of good field
Is there a way we can have cost of good sold as a field added to the back end of the invoicing procedure and available in reports?
How to create auto populate field based on custom module in Zoho CRM?
Hello, i'm still new to Zoho CRM and work as administrator in my company. Currently, I'm configuring layout for Quotes Module. So, the idea is, I've created a read-only field in Quotes called "Spec". I want this field automatically filled with Specification
Rich Text For Notes in Zoho CRM
Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using
Date triggering Workflow rule
I have a function triggered by a workflow rule. The function takes a date and creates a task for that date and fills in a field with the name of the day for that date. It also updates the status field of the record. The workflow rule is set to run whenever
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
Office 365 and CRM mail integration: permission required
Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying
Tables improvement ideas / features
Heya, I've been using Zoho Tables for a few months now and wanted to post some features that I think will be greatly beneficial for the tool: 1. Ability to delete a record in automation or move a record in automation. - Usecase: I move a record from one
Deluge - Can't get phone number SalesIQ
Hey folks, I’m building a custom plug for SalesIQ that’s supposed to register leads into Zoho CRM. The SalesIQ chat is being implemented on WhatsApp, and in my plug I’m using this line: mobile_clean = session.get("phone").get("value"); From what I understand,
Zoho CRM button to download images from image upload field
Hello, I am trying to create a button in Zoho CRM that I can place in my record details view for each record and use it to download all images in the image upload fields. I tried deluge, client scripts and even with a widget, but feel lost, could not
how to differentiate if whatsapp comes from certain landing page?
I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp
Zoho Desk - Community
As a regular user of Zoho Cares Community I would really love to see the publish date of articles. For example, when I look at Announcements, it would be very beneficial to see which ones were posted recently, over those which have just and a recent comment.
access to quartz for my customers
Hi how can I have access to the application quartz you use for us to send you screen rocording, this feature would be immensely useful for our customers support https://quartz.zoho.com/
Issue with Inline Images in Email Reply via Zoho Desk API
Hi, I am attempting to send inline images in an email reply using the Zoho Desk API, but the images are not being displayed inline for the recipient. I have followed this documentation: https://desk.zoho.com/DeskAPIDocument#Uploads https://desk.zoho.com/DeskAPIDocument#Threads#Threads_SendEmailReply
Next Page