Building extensions #1: Creating, testing, and editing Zoho Projects extensions using the cloud editor

Building extensions #1: Creating, testing, and editing Zoho Projects extensions using the cloud editor

Hello!! We're happy to announce the beginning of a new series called "Building Extensions," which aims to help guide developers in creating and developing extensions for Zoho Projects. The goal of this series is to assist developers with the extension creation process, as well as to explore the features and functionalities that are available in the developer platform to build extensions for Zoho Projects.

Extensions are essentially plugins or add-ons that extend a Zoho product's existing functionality by either enhancing itsexisting features or integrating with other applications and performing third-party actions from within the Zoho product itself. Zoho offers a developer platform named Sigma, which is intended exclusively for building extensions for various Zoho products.

In our first post of this new series, we'll look at how to create, test, and edit a Zoho Projects extension. Let's take a look at each of these topics individually.

Creating an extension using the Sigma cloud editor
  • Go to Sigma and access your workspace.
  • Once you enter your workspace in Sigma, you will be taken to the Extensions section in Sigma.
  • You may either build a new extension entirely from scratch, or use one of Sigma's current templates to begin your extension development process.
  • To begin creating an extension using a template, simply select the Extensions Gallery option in your workspace.

  • Choose an extension from the options available in Zoho Projects to begin creating one with a template. When you select an extension, you will be taken to the Sigma cloud editor, where you will find a template for that extension.
  • Alternatively, you can also start building an extension entirely on your own. To do this, click the New Extension button to start creating and building an extension.
  • Enter a Name and Description for the extension. Choose the service as Zoho Projects.

  • There are two ways you can create an extension for Zoho Projects:
➤ Using the cloud editor
➤ Using the command line interface (CLI)
  • Toggle Upload Existing File to YES to build your extension using CLI, and NO to develop it using the cloud editor.
  • In this post, we'll look at how to create an extension with the cloud editor. So toggle to NO, accept the terms and conditions, then click Create.
Note: We'll be exploring building extensions using CLI in our next post.

  • You'll be redirected to the cloud editor for the extension you've created, where an app folder and a plugin-manifest.json file will be available by default.
  • The app folder will have a defined directory structure populated automatically for the sample Zoho Projects extension. This app folder can be used to manage all of the important resources that are required for your extension.
  • The plugin-manifest.json will help with the configuration of your extension. It contains a set of keys and values that determine your extension's settings.
Note: We'll go over most of these keys in detail when we get into the related feature and functionality in upcoming posts.

  • When you examine the default plugin-manifest json file populated in the cloud editor, you'll find the widgets key being configured with these details for a default sample widget:
➤ A name key mapped with the sample widget name as "Projects Extension."
➤ A location key mapped with the default location as "task_tab." This key determines the location to load thewidget. Zoho Projects supports multiple locations where you can load widgets. You can select the location based on your requirements; however, the default location is the task details tab.
➤ An URL key that holds the path or location of the HTML file that will be loaded as the widget UI. By default, the path is defined as: /app/index.html.
  • The cloud editor also includes a pre-populated index.html file in the app folder that will be loaded as the widget UI in the task details tab.


Now that we've looked at the folders and files that are created by default when an extension is created, let's now explore how you can test this extension in a testing environment.

Testing an extension using the cloud editor
  • The Sigma cloud editor allows you to test your extension functionalities in a testing environment before publishing the extensions and installing them in a Zoho Projects portal.
  • To test the extension, click Run in the cloud editor.

  • You'll be taken directly to a specific portal in your Zoho Projects account. If you only have one portal, you'll be landing directly in that portal. If you have multiple portals, you'll be prompted to select the portal where you wish to test your extension.
Note: The extension's components (for example, widgets) can be tested in the portal by selecting the Run option; however, no instance of the component will be reflected on the portal until the extension is published and installed in that portal.

  • Once you've entered the testing environment, click on a task to enter the task details page, because the extension you've created has a sample widget named Projects Extension in the task details tab.

  • On the task details page, you can view the widget named Projects Extensions as an individual task tab. Click on the Projects Extensions tab.

  • The widget will be loaded with the UI as available in the index.html file.

  • Once you are done with testing your extension functionalities, switch to the cloud editor tab and click Stop.

  • In what situations can we use the Run option?
➤ To run the extension for the first time in the testing environment.
➤ Whenever the plugin-manifest.json file is modified, you have to use the Run option again.
Note: If you make modifications to any other files, simply refresh the extension to see the changes; there's no need to use Stop and Run again.
➤ When you use the Stop option to end a test and then want to retest the extension, the Run option has to be used.
Editing an extension using cloud editor
  • Whenever you want to make changes to your extension code, choose the Extensions section in the left panel of your Sigma workspace.
  • Hover over the extension to which you want to make changes. Click on Edit Builder icon.

  • You'll be taken to the cloud editor of that particular extension, then you can go ahead and make your edits.
  • Alternatively, you can also click on the Extension Details icon.

  • Then, click Edit Extension.
  • This method will also take you to the cloud editor of the extension where you can make necessary changes.
In this post, we've covered creating an extension, testing it, and making changes to it. We hope you found this information useful. Keep following us for more information!

Sign up for a Zoho Developer account ans start developing extensions for Zoho products using Sigma.

    Access your files securely from anywhere








                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts





                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ




                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方







                                                                                                              • Recent Topics

                                                                                                              • Zoho CRM Portal Field Level Permission Issue

                                                                                                                Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for
                                                                                                              • WebDAV / FTP / SFTP protocols for syncing

                                                                                                                I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful if you implemented standard protocols such as WebDAV / FTP / SFTP so that alternative inc clients can be used.
                                                                                                              • Different MRP / Pricing for same product but different batches

                                                                                                                We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 
                                                                                                              • Zoho Site pages not displaying in iframes

                                                                                                                I simply want to show a Zoho Site page inside an iframe on another non Zoho website. When testing this across many browsers, the iframe content simply does not appear. IE reports that the host does not allow their content to be displayed in iframes. Very disappointing. Is there a way around this please? Here is the URL of the page I would like to appear in an iframe. http://ips-properties-to-rent.zohosites.com
                                                                                                              • 'Statement of Accounts does not exist' error received, when creating PO using api in Zoho Inventory

                                                                                                                Here is request json -- JSONString = { "date": "2019-09-24", "purchaseorder_number": "PO-6-1", "delivery_date": null, "delivery_org_address_id": 36221200000056XXX, "vendor_id": 362212000000564XXX, "attention": "Testing", "line_items": [{ "unit": "Pieces", "account_id": 36221200000003XXX, "quantity": 1, "item_id": 362212000000049XXX, "tax_type": "", "tax_name": "", "name": "One HD", "purchase_rate": 85, "tax_percentage": 0, "item_total": 85.00, "tax_id": "", "warehouse_id": 362212000000564XXX }] }
                                                                                                              • Zoho Projects API 100 requests/2 min. Limit

                                                                                                                Hi Requesting clarification on the API documentation. "You can invoke or call an API for 100 times in a span of two minutes. If you invoke more than 100 times, the particular API request will be locked for the next 30 minutes. " Does this limit apply
                                                                                                              • Unveiling Zoho Sites 2.0 - A new dimension in website building

                                                                                                                Dear Zoho Sites Users, We are thrilled to announce the launch of Zoho Sites 2.0 today! This refresh represents a significant step forward in the capabilities of Zoho Sites and is crucial for creating a lasting and positive impact on our customers' businesses.
                                                                                                              • Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API

                                                                                                                Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s
                                                                                                              • PO Based Advance payment to Vendor

                                                                                                                We recommend to introduce a provision at PO to make advance payment to vendors and auto apply that advance paid later at the time of Vendor Bill submission for that PO. This will help us track PO-wise Total Payments.
                                                                                                              • Zoho Projects - Attachments added to Task and Bug emails are not saved

                                                                                                                Hi Projects team, I have been experimenting with emails into projects to create tasks and bugs. I have noticed that attachments added to the emails are not saved to the task or bug. Is this normal behaviour? Thanks, Ashley
                                                                                                              • Zoho Inventory's latest shipping integration updates at a glance.

                                                                                                                Hello Users, We would like to share some important news about our latest improvements in the Shipping integration capabilities of Zoho Inventory that we achieved in 2024 with some of our major integration partners in key editions across APAC, North America,
                                                                                                              • Issue with Creator's IF logic

                                                                                                                Hi, I found the following code produces unexpected results: if(-1.0 < 0.0000000) {       info "True"; } else {       info "False"; } if(-1.0 < 0.000000) {       info "True"; } else {       info "False"; } The output returned is: False True However, the
                                                                                                              • Assign multiple departments to multiple helpcenters

                                                                                                                Hi there! I have a reseller company for a software and I'm using Zoho Desk as my helpcenter and ticket management system. The software is great and I would like to make a suggestion! With multi-branding activated, your departments that visible in help
                                                                                                              • Identify long running sync jobs/tables

                                                                                                                My sync process causes strain on my production database and I'd love some tools/alerts to help me identify which tables are taking the longest. The current screen only shows 3 tables at a time and truncates the last fetch time so that it is very cumbersome
                                                                                                              • Send Zoho Forms Link using Zoho CRM Email Templates

                                                                                                                I have set up Zoho Forms and CRM integration to pre-populate data from Zoho CRM to Zoho Forms. The setup is working fine. I have also created an email template in the Zoho CRM deals module to send Zoho forms links. So when I send an email using that template
                                                                                                              • Sorting a list of record acquired from the zoho.crm.searchRecords function.

                                                                                                                This is something for which I'm trying to figure out a straightforward way to do. The searchRecords does a great job fetching me the records that I want. However, in some cases, where it returns multiple records, I want it to sort the returned list by date of creation of that record, so that when I do records.get(0), I get the most recent record.  As an example, here's my sample pseudo code: records = zoho.crm.searchRecords("Clients", "Office_Number:equals:123456"); Now the "records" list above contains
                                                                                                              • Zoho Inventory Custom Field Update

                                                                                                                Hello All, In this post I am describing how can we Update the Custom Field Value in Zoho Inventory. // Get Org ID orgid = organization.get("organization_id"); // Field Value resvp = ifnull(item.get("purchase_rate"),null); // Record ID iid = item.get("item_id");
                                                                                                              • Deprecation of the Zoho OAuth connector

                                                                                                                Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connector
                                                                                                              • Alphabetically

                                                                                                                How can i arrange alphabetically - (Manage Manufacturer) Field in Item Master 
                                                                                                              • Can i set a default value for country and state in address field in zoho creator?

                                                                                                                Can i set a default value for country and state in address field in zoho creator?
                                                                                                              • Using gift vouchers

                                                                                                                We would like to be able to offer a limited number of gift vouchers, of varying values, to our customers, and are looking for the best way to do this. We have looked at Coupons and Gift Certificates, but neither seem to fit the bill perfectly. Coupons:
                                                                                                              • Convert HTML to PDF & Send as Email Attachments in Zoho Creator (Deluge)

                                                                                                                This approach is useful for sending welcome letters, instructions, or promotional offers after order creation. // 1. Define the variables using the submitted input customerName = input.Customer_Name1; orderID = input.ID; customerEmail = input.Email_Address; //
                                                                                                              • Redirect after submission is not working after a few submission

                                                                                                                I have setup redirect url correctly and everything works as expected. However, it seems that there's a limit to the number of submissions before the redirect stops working. After the "limit" is reached, the page redirects to a seemingly zoho hosted page,
                                                                                                              • Enhancement Request for Multi-Asset Work Order Feature

                                                                                                                Hello Latha, Thank you for your continued support. The multi-asset Work Order feature is extremely helpful. I did some testing based on our requirements, and during the process, I noticed a few areas where we need your team’s support to improve the feature
                                                                                                              • Marketing Tip #8: Run limited-time offers

                                                                                                                Exclusive offers that don't last long make shoppers purchase right away instead of waiting. Run a flash sale or limited-time discount to convert interest into sales. Try this today: Set up a "Buy X Get Y" coupon in Zoho Commerce valid for a limited time
                                                                                                              • Is there any way to send an Excel received by email to Dataprep?

                                                                                                                Every day I receive an email alert with an Excel file that I want to process through a Dataprep pipeline. To do this, I need to: -Save the file to disk -Open the pipeline -Run the pipeline -Update the source -Several clicks to select and open the saved
                                                                                                              • Add Option to Mass Dispatch by User

                                                                                                                Hello! We are using the dispatch console to dispatch service appointments to our service ressources. Right now, the process is our dispatcher verifies each ressource's route for the day and dispatches it after validation. Sadly, there doesn't seem to
                                                                                                              • Zoho Desk Training

                                                                                                                Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?
                                                                                                              • Free webinar: Zoho Sign unwrapped – 2025 in review

                                                                                                                Hey there! 2025 is coming to an end, and this year has been all about AI. Join our exclusive year-end webinar, where we'll walk you through the features that went live in 2025, provide answers to your questions, and give you a sneak peek on what to expect
                                                                                                              • Zoho Projects - Email notification relabelling of modules not present on default templates

                                                                                                                Hi Projects Team, I noticed that in the default email template notification, the word "bug" was not renamed to the lable I am using in my system. As many users may used the Bugs modules for various purposes including Changes, Revisions, Issues, etc...
                                                                                                              • Publish to LinkedIn via API

                                                                                                                Hi, Is it possible to publish a job opening to LinkedIn (paid job slots) if creating a job opening via api / deluge function? Or is the user required to manually publish via the job boards process? Many Thanks Adrian
                                                                                                              • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

                                                                                                                Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would
                                                                                                              • Tips for Organizing Workflows and Improving Team Coordination in Zoho

                                                                                                                Hi everyone, I’m looking for some general advice on how different teams are organizing their daily work within Zoho’s apps. Our team recently expanded, and we’re trying to streamline how tasks, discussions, and documents are shared so everything stays
                                                                                                              • Include the "Added Email ID" to the Filters of a Report

                                                                                                                Hi, With a Report and lots of entries, a normal thing is to filter entries by the submitter, but that is not included in the Auto Filter of Reports and you can't add a custom filter to a Report without specifying the actual value. I would like to be able
                                                                                                              • Loops in Deluge

                                                                                                                Hi, Can someone tell me how I do a simple loop in deluge? For example, if i have a variable "X" containing a number of loops to perform, i would like to perform an action X amount of times. X = 10; do while (Y < X){       // ... do something } to further explain, the equivalent in PHP of what i am trying to acheive would be: $X = 20; for($Y = 1; $Y < $X; $Y++ ){       // ... do something } Thanks
                                                                                                              • I am facing a problem with an if-else condition

                                                                                                                If I use if, else if, and else conditions in Deluge with the same variable name, sometimes the variable causes an error because the same variable name is present in every block
                                                                                                              • Mass Update of Lookup Fields not possible

                                                                                                                Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a
                                                                                                              • Zoho Projects - Reply by email to @ mentions posted on the Feed.

                                                                                                                When mentioning someone on the Feed (Status), it would be great if that mentioned person could reply to the email notification to update the Feed thread.
                                                                                                              • Add home page or dashboard in CRM customer portal

                                                                                                                is it possible to add home page or dashboard in CRM customer portal?
                                                                                                              • Zoho Analytics Bulk Api Import json Data

                                                                                                                HI, I’m trying to bulk-update rows in Zoho Analytics, and below are the request and response details. I’d like to understand the required parameters for constructing a bulk API request to import or update data in a table using Deluge. Any guidance on
                                                                                                              • Next Page