Extension Pointers - Simple yet significant pointers #7: Resizing a widget
Setting widget dimensions Creating a widget involves customizing your UI to the way you want it displayed. Along with customizing the appearance of the elements inside the widget, it's also possible to customize the dimensions, such as the width and
Extension pointers - Simple yet significant pointers #13: On change of field value for CRM variables
CRM variables provide global access to a variable across an entire extension. They also help in the storage of user-specific data provided by the user at the time of installation, which can later be fetched to perform data functionalities. Additionally,
Extension pointers - Simple yet significant pointers #12: Functions for Zoho CRM extensions
Functions are essential in achieving logical functionality for an extension. You can easily code your functions in Deluge using drag-and-drop tools to meet your requirements. How to create functions for Zoho CRM extensions in Sigma Go to Sigma and select
Extension pointers - Simple yet significant pointers #11: Testing an extension in sandbox
After developing an extension using the Zoho developer platform, developers will want to test it before publishing it and making it available to end-users/customers. The Zoho developer platform includes a sandbox testing environment, which is a simulated
Extension pointers - Simple yet significant pointers #10: Publishing
Publishing an extension An extension can be created for an internal organizational purpose or to meet a common business need. In either case, an extension can only be made available to users after it has been published. Types of extension publishing Private:
Extension Pointers - Simple yet significant pointers #9: Module visibility
Controlling the visibility of custom modules in an extension The Zoho Developer Console allows you to create custom modules via an extension that will be integrated into the user's Zoho CRM account. Along with this support, the platform allows the developer
Extension Pointers - Simple yet significant pointers #8: CRM variables
Getting and setting CRM variable values in an extension CRM variables come in handy when you need global access to a variable across an entire extension. There may also be a need for user-specific data, which the user must provide at the time of installation.
Extension Pointers - Simple yet significant pointers #6: Adding and deleting developers
Adding and deleting developers in an extension To perform different functionalities with different applications, it may be necessary to create multiple extensions on the Zoho Developer platform, Sigma. You may develop an entire extension on your own,
Extension Pointers - Simple yet significant pointers #5: Deleting developers from workspace
Deleting developers from Sigma workspace As a continuation to our previous post in this series, let's see how you can remove developers from your workspace. Similar to adding developers to your workspace, you can remove developers in order to revoke
Extension Pointers - Simple yet significant pointers: Adding developers to workspace #4
Adding developers to Sigma workspace A user may be a part of multiple workspaces in Sigma, including their own, and have access to their own extensions as well as other workspace extensions to which they have been added. When you are added as a developer
Extension Pointers - Simple yet significant pointers #3: Connected Apps
Setting the data access permissions for Connected Apps What are Connected Apps? Connected apps help bring Zoho CRM together with third-party applications and services through APIs. Widgets are one of the many ways in which Connected Apps provide integration
Extension Pointers - Simple yet significant pointers #2: Connectors
Updating a published connector and the associated API details with the extension Updating a published connector Once a connector is published, any changes made in the connector, such as adding a new API, editing an existing API, or making changes
Extension Pointers - Simple yet significant pointers #1: Connectors
Publishing and associating connectors in an extension The Connectors feature is available in the Zoho Developer platform when building extensions in order to establish a connection between Zoho CRM and another application that supports the OAuth authentication