Hello everyone!
Welcome to our inaugural edition of the monthly Zoho Developer Community digest. Each month, we curate the best community discussions, share helpful resources, and keep you informed about upcoming events. We hope you find this post valuable and enjoy reading it.
Table of Contents
Upcoming Events
Recent Highlights
Community Discussions
Feature Spotlight
Community Spotlight
Upcoming Events
We have some exciting events lined up for you in the coming weeks:
-
Zobot 101:
In this five-part online webinar series that started on August 24, learn all about Zobot – Zoho SalesIQ's AI-powered chatbot builder platform – and explore the ways to leverage its capabilities effectively. For registration and more details,
click here.
-
Zoho Developer Hangout 8:
Our developer community member, Jayesh – Founder and CEO of Incquet Solutions – will share his take on the great possibilities of JavaScript widgets in Zoho Creator on August 29. He will also showcase some use cases he has developed with his team, such as ChatGPT-based voice assistants, real-time POS systems, and IoT applications and more.
Click here
for registration.
-
Zoho Creator Developers Meetup:
A great opportunity for the developer folks in and around Chennai to participate in a meetup focused on Zoho Creator and also celebrate Developers' day with Zoho on September 12. For registration and more details,
click here.
Recent Highlights
The best part about last month was a captivating presentation by Dr. Joseph Sweeney on "Infusing AI into Zoho CRM." If you couldn't attend the live session, don't worry! You can catch the recording of the presentation
here
. We promise it will be worth your time.
Our community is thriving with insightful discussions and helpful exchanges. Read through some of the most engaging discussions that took place last month. It's the perfect way to stay updated and learn from fellow developers.
Zoho Developer Forum
-
Want to know how to access subform data to get and/or update a list of line items using Client Script? Check out
this post
for the technical know-how and a sample code.
-
Check out
this announcement
to explore the great features and enhancements of Zoho CRM's V5 APIs.
-
Have a look at the
suggestion
given by
@Bhoomi Joshi on the possibility of setting a custom mandatory field on schema level for REST API operations in Zoho CRM.
-
Check out how
@Peter Mienes and others got their
Relation name issue with getRelatedRecords
resolved with the community's help.
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 Cliq channel.
-
Have you ever wondered how to integrate WhatsApp with Zoho Creator? Explore the numerous options suggested by our community members in
this discussion
.
-
Read
this conversation
to learn how to process JSON data received from an AWS Lambda function within a Deluge function that has been turned into a REST API.
-
Curious to know how to create layout rule for fields from two modules? Then,
this conversation
is for you.
-
Looking for a way to add extra lookup fields in CRM? Go through
this discussion
to find out.
-
Explore how to get CRM user data using an integration task
here.
-
This conversation
helps you learn the process of attaching a file stored in the Workdrive while sending an email by Deluge.
Feature Spotlight
We are always looking for ways to make developers' life easier, and that's why we're glad to bring you the Kaizen (continuous improvement) series. The posts under five different streams such as API v2.0, Functions, SDK, Mobile Development, and Widgets, target to benefit the CRM developers. Based on your area of expertise, you can follow the stream of your choice in the
CRM forum. Check out the
latest post, and learn how you can render Widgets using Client Script.
A community is nothing without its extraordinary members, and we are thankful to all the outstanding contributors.
Zoho Developer Hangout (ZDH) Speakers
ZDH aims to provide a platform for developers to share their expertise and learn from the community. These monthly virtual sessions are presented by our Developer Community members themselves, along with our product experts. This format offers community members a chance to engage in interactive discussions, share their own experiences, and gain valuable insights into innovative problem-solving strategies employed by their peers.
We are grateful for the contributions of the presenters in making the ZDH segment a big success among the community members. By sharing their knowledge and expertise with the community, they have significantly expedited learning and facilitated avenues for aspiring developers to explore creative solutions.
Each month, we will showcase the work of early enablers. This month, we would like to start with our first ZDH presenter,
Jorge Alonso. Check out
this post
to know what he had to share 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 discussions. Here are our top three contributors who went above and beyond to support and help the Zoho Developer Community on the official community chat channel:
To all our other community contributors, thank you! Your time, effort, and expertise are invaluable to us. Your contributions make our community more vibrant, helpful, and dynamic. Keep up the great work, and know that you are making a difference!
For those who are new to the Zoho Developers Community, check out
this post
to get started.
Stay connected, keep learning, and let's build a thriving Zoho developer ecosystem together.
Happy networking!
Best regards,
Zoho Developer Community
Recent Topics
Track Contact's Employment/Account History
Thank you in advance for all of your help! Is there a way, within Zoho, to keep track of a contact's employment history? For example, if John Doe is my contact at Account 1, but leaves the company and is hired by Account 2, can I... ...maintain John Doe
CRM became very slow
Plz check asap. image failed to upload , workflow doesn't run
ZohoCRM Workflows Not Triggering After Tool Recovery
I noticed that ZohoCRM experienced an issue earlier, and according to the status webpage (https://status.zoho.com/), all tools were reported to be fully restored as of 03:00 (PST) on December 30, 2024. However, ZohoCRM workflows are still not triggering
API to post drafts for social media
I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon
What do the color presents represent on the parts of the website?
I would like to customize my color palette, but I have no idea how each color relates to the parts of the website. It is labeled as uno, duo, trio, etc... Could somehow tell me how they're related or name them more intuitively? Thanks
Switch to enable or disable sent notification when close a ticket
Some time you need to turn off the notification email on closing a ticket. But the only way is in the Settings of Zoho Desk. It would be great to have a switch in the ticket just to disbale for once the notification mail when close the ticket.
Deluge upload to upload file field
Trying to upload a file to a field type Upload File. I believe I have most correct. I have a merge and download from writer. I have this same script in many other functions and it works fine. I then upload the file to ZFS and get a success response However,
Alternatives to using multi-select lookup field for a 1-many module relationship?
I have 2 modules where I only need multi-select lookup option on one of them and the other always has a 1-1 relationship. Do I have to use a multi-select lookup field in this case? Is there another way to solve this? Am asking because I've hit the limit
O que é o Code Studio no Zoho Analytics?
Olá Pessoal, Colocando um pouco de informação sobre uma feature do Zoho Analytics chamada Code Studio. O Code Studio é: Funcionalidade que permite desbloquear recursos de Data Science e Machine Learning (DSML) no Zoho Analytics. Utiliza código Python
Sobre qual tema você gostaria de falar em 2025?
Olá Pessoal, Quais temas que gostariamos de explorar em 2025? - Zoho CRM Customizações Básicas - Zoho CRM Funções Personalizadas - Zoho Desk Básico - Zoho Desk Avançado - Zoho Analytics - Zoho Creator Deixe a sua opinião
Sobre qual tema você gostaria de falar em 2025?
Olá Pessoal, Quais temas que gostariamos de explorar em 2025? - Zoho CRM Customizações Básicas - Zoho CRM Funções Personalizadas - Zoho Desk Básico - Zoho Desk Avançado - Zoho Analytics - Zoho Creator Deixe a sua opinião
Automatic Updates for Zoho Desk Extensions
Dear Zoho Desk Team, I hope you're doing well. We would like to request the addition of an automatic update feature for Zoho Desk extensions. Currently, updating extensions requires manually searching for updates and clicking the update button. This process
How to view all departments on one dashboard or ticket view?
Hi guys, We've just started using Zoho Support and found a very weird quirk. It seems that you need to click into each deparment to view the new tickets instead of just seeing a global dashboard of all tickets across all departments. Seems very odd, is this correct or are we missing something? If this is currently not possible, can someone from Zoho let us know if a global dashboard view is going to be developed soon? How soon? This is going to be a dealbreaker for us as we have lots of departments...
Is Drawing feature supported in zoho Sheets?
Is there any option to draw arrows and some basic shapes such as circle , rectangle etc in zoho sheets? if so, can someone help me find it
Is there a way to sync Tags between CRM and Campaigns/Marketing Hub?
I wonder if there is a way to synch the tags between CRM and Marketing-Hub / Campaigns?
IP Addresses for Whitelist
Hi, Where can I get a list of the IP addresses I need to whitelist for accessing Zoho Desk? TIA
We would like to make a separate, internal-only knowledge base. Is it possible to have a public department but not display it in the help center?
It seems like it is not possible to display/hide the knowledge base from the help center per department. Is there a way to do this? It looks like all department knowledge bases are displayed if they are public, and there is no way to hide one from the help center while keeping it accessible via a permalink URL. For example, lets say I have one KB for Clients and one for Employees. I want to keep my Clients KB public, and also want the Employees KB to be public, but NOT displayed in the help center.
Template Email Reset Password
Hi It is possible to customize the email that comes to a Customer Portal user? It comes in English and need this in Spanish. Esteban Elias Preventa Tecnica - Educacion Xpears.com
URL_ROLLING_THROTTLES_LIMIT_EXCEEDED
Hello, for several times now we are getting URL_ROLLING_THROTTLES_LIMIT_EXCEEDED in the Failure tab. What does it mean, and how can we solve this? Thanks, M.
Link Purchase Order to Deal
Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoices
Possible to customise list of file attachment options?
Is it possible to customise (disable/remove) the list of file attachment options (see screenshot below)? I would like the users to only use the options "Link (URL)" and "Other Cloud Drives". I have super admin rights to customise the CRM.
Automating CRM backup storage?
Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
Adding custom_field to the items when creating item groups
I am migrating products from my existing db to zoho inventory. So when grouping the products and creating items with the groups, I want to store my old skus in custom_field to be able to trace back the products. Isn't it possible to add custom_fields
URL for downloading uploaded file - THE SOLUTION
Hi, I would like to share the solution for downloading uploaded files using url. There is no documentation for it and there are multiple forum threads with old solutions that didn't work for me. Here is the updated url - tested and works! fet = form_name[ID
All Tasks Queued for Last 3+ Hours
How does one resolve this? All of my tasks, from many different Flows, are stuck in the "Queued" status. This is interrupting my business processes, which depend on the timely execution of automations.
Why can't I connect to the software suddenly? Network error, internal error, unable to contact you
Why can't I connect to the software suddenly? Network error, internal error, unable to contact you
Auto Generated Invoice number YEAR
Auto Generated Invoice number shows transaction year as 25 even though it's 24 still.
The Social Wall: December 2024
Hey everyone, As the year comes to an end, and the festive spirit fills the air, we're thrilled to bring to you the final edition of the Social Wall for 2024. Let's see what updates went live during December, and then go on with planning the new year!
Not displaying a newly created window within an application
On a specific stock trading application (see image below), when a newly created full screen operation is invoked (File->New) oft times it is invisible (the mouse input is correctly routed to the new window but the hover over contents shows the invisible
Last payroll of the year gives me an error
Trying to run the last payroll of the year. The payment doesn't get to the employee until 1/1/25, which is correct. However when I try to process it I get the following error: Tax calculation is not supported for the year 2025. Please change the Pay date.
Global Outage - Please Update Current Status
It looks like Zoho Mail services are down everywhere. Please update with current status and time-to-resolution.
Is the filename of an attachment restricted to only certain languages?
Hi, I tried to create a file card in a notebook, but I encountered an issue: when the filename of an attachment is in languages other than the main ones (such as English, Japanese, or Simplified Chinese......), syncing stops or the filenames become garbled
Odd Authorization warnings
I'm a superadmin for Zoho One and double-checed that I was an Admin role in Teams. Every once in awhile, I'll get a strange notification that I can't do something (usually deleting something although I am under the 250 thread limit). Is there somewhere
Zoho und die Art, Dinge zu tun
Zoho und die Art, Dinge zu tun Ich habe Zoho seit über zehn Jahren in verschiedenen Projekten implementiert – einige groß, andere sehr groß – und habe sogar für einen der weltweit führenden Zoho-Partner gearbeitet. Jedes Mal, wenn ich ein Zoho-Implementierungsprojekt
Free webinar: Zoho Sign 2024 wrap-up - Everything that is new and has changed
Hello, Are you looking up to catch up on all the updates made to Zoho Sign in 2024? Or are you still figuring out how you can use Zoho Sign better to get business paperwork done more efficiently? If so, we invite you to join us this Thursday, December
View of all Leads (+converted)
Hi, Is there a View of all Leads this month includung converted? If not how can I create one? Thanks
Zoho Projects is down
Is anyone else having problems getting to Zoho Projects? We are getting a Zoho server error, impacting our business.... I thought Zoho had HA for their Applications!?
Develop and publish a Zoho Recruit extension on the marketplace
Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.
Zoho Payroll [India Edition] - ICICI Bank Integration
It seems that ICICI integration with Payroll (and other Zoho apps) has become progressively more difficult this year. It was great until last year but then some apps started requiring a token generated on ICICI website. The whole point of Direct Deposit
Issue with EU MArketplace
Hi It's super frustrating that many CRM / Zoho (whatever) extensions are not available in the EU Market place Example: https://marketplace.zoho.com/app/crm/time-tracker-extension-for-zoho-crm For now, can the team address the extension above, but on the
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