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

        All-in-one knowledge management and training platform for your employees and customers.






                              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

                                                                                                                • Accepting Event from Outlook Client

                                                                                                                  I've noticed this behavior for a few years now. If an Event is created from CRM and sent to participants and the participant accepts the invitation using Outlook client, Zoho event won't be updated as "Going" it only works if the recipient accepts it
                                                                                                                • Is there an API endpoint to retrieve the remaining email credit balance?

                                                                                                                  Hi everyone, Is there any way to retrieve the remaining email credit balance programmatically through the API? I've gone through the full API documentation and it seems like there's no endpoint for this — everything related to credits is only visible
                                                                                                                • Switch between multiple LLMs instantly for tailored Zia experiences

                                                                                                                  Availability Editions: Professional , Enterprise, Ultimate , CRMPlus , ZohoOne Release Plan: Available for all DCs Hello everyone, Previously, the multi-LLM feature supported only one LLM at a time for Zia Record Assistant, which restricted users' flexibility
                                                                                                                • Zoho CRM Community Digest - April 2026 | Part 2

                                                                                                                  Hello Everyone! We're back with Part 2 of the April Zoho CRM Community Digest to wrap up our monthly roundup. This week, the spotlight is on smart database connections, proactive error tracking, and optimizing subform line items without breaking your
                                                                                                                • 【西日本初開催】「AI and DX Summit 2026」のご案内

                                                                                                                  ユーザーの皆さま、こんにちは! 西日本初開催となるZoho ユーザー / 検討中の方々向けイベントのご紹介です。 AI・DX大型カンファレンス「AI and DX Summit 2026」を、2026年7月16日(木)に開催します。 会場は、ウォルドーフ・アストリア大阪。 グラングリーン大阪直結のラグジュアリーな空間で、AIとDXの最新トレンド、実践事例、 展示、ネットワーキングが集結する、特別な1日をお届けします。 👉イベントページを見る ━━━━━━━━━━━━━━━ AIとDXの“今”を、体感。
                                                                                                                • Zoho Desk MCP doesn't expose all functions

                                                                                                                  Hello, I'd like to be able to draft (rather than send) ticket replies using Claude Cowork. However, the Zoho Desk MCP doesn't currently offer that, despite it being available in the API (https://desk.zoho.com/DeskAPIDocument#Threads#Threads_DraftEmailReply).
                                                                                                                • Stop by and explore our six updates in ABM for Zoho CRM

                                                                                                                  Dear Customers, We hope you're well! ABM for Zoho CRM is built to sharpen your database so that you engage with the right set of customer accounts. To fine-tune it further, we have six new updates: New access location for ABM Refined account entry criteria
                                                                                                                • Tracking Emails sent through Outlook

                                                                                                                  All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But
                                                                                                                • Enhancement in Zoho CRM: Introducing New Return Types for String Fields Based on Character Length

                                                                                                                  Dear Customers, We hope you’re well! In Zoho CRM, formula field with string return type is used in various scenarios where text is involved like concatenating customers’ first and last names, trimming characters from texts, performing find and replace
                                                                                                                • Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters

                                                                                                                  Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced
                                                                                                                • Incoming Rules: Define how incoming emails are evaluated and handled

                                                                                                                  As organizations grow, managing incoming emails manually becomes increasingly difficult. Administrators often need more control than what a standard spam filtering can provide. Whether that's enforcing company-wide email policies, handling messages from
                                                                                                                • Zia Emails Summary: Instant context from past emails

                                                                                                                  Hello all, Reading all of the past emails associated with a specific record can be tedious, which in turn makes it difficult to understand the context quickly, as these messages often include irrelevant details that waste time. This is true for everyone
                                                                                                                • Boost your CRM communication with new font types, sizes, and default reply-to options while composing emails

                                                                                                                  Hello Everyone, We’re excited to introduce a series of impactful enhancements to the email composer settings in Zoho CRM. These updates enable you to personalize and optimize your customer interactions with greater efficiency. So what's new? Add custom
                                                                                                                • Custom Portal URL causing SAMEORIGIN error with embedded Page snippet

                                                                                                                  In my app, I have a page that embeds another page. The URL that I have for the embedded page starts with https://creatorapp.zoho.com but the custom domain I have set up is https://kors.kerndell.com. Because the user logged into the app at https://kors.kerndell.com,
                                                                                                                • 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,
                                                                                                                • Bing ads integration and tracking

                                                                                                                  Hi, Is there any way to track Bing ads in the same way that we are able to track google adwords?  It is important for us to be able to determine the conversion rate of our Bing ads.  If this is not possible now, will this feature be added in the future?
                                                                                                                • Zoho Creator Calendar - Sorting Events

                                                                                                                  Hi, I have a calendar view to hold the schedule for a group of engineers. I have created a formula field to show the combination of fields I want visible as the title of the event, but I need to be able to sort the list by something other than the event
                                                                                                                • Create a "My saved custom themes" section in Zoho Forms

                                                                                                                  Hi! I created lots of forms for my company that we embed on the website with a custon design. It is a pain not to be able to save a custom layout as a template and just not to have to do it again! So could you add a gallery like : "My saved themes" ?
                                                                                                                • Upcoming Update: Disposition Sync for Indeed

                                                                                                                  We’re updating our Indeed integration to support Disposition Sync, improving how candidate application statuses are communicated. This change is scheduled to go live on 15 June, 2026. What’s changing? Once enabled, this allows candidate application statuses
                                                                                                                • Joining Two Tables on Multiple Ids

                                                                                                                  Hello all, I'm guessing there is an obvious solution for this, but definitely not an expert in sql. On our Deals module, we have two user lookup fields. In Analytics, those fields have the user's ids in those table rows, and I'm trying to create a query
                                                                                                                • auto update of item purchase cost

                                                                                                                  Would be nice if, when entering bills, the price of the item varied from the stored item price, we could have a user dialogue "Update item price" | "yes / no". Simple, but saves a lot of additional work !
                                                                                                                • Journeys - How to set up a webhook that triggers when a contact meets the goal criteria?

                                                                                                                  Hi there, I'm setting up a journey on Marketing Automation. The main goal of the journey is to get the leads to reply our emails. Is there a way to trigger a webhook when that goal is met? The webhook would then trigger a notification. Is that possible?
                                                                                                                • Latest updates in Zoho Meeting | Personal Meeting Rooms and Zoho Meeting Annotator

                                                                                                                  Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's what we've been working on lately: Introducing Personal Meeting Rooms - Tailored for private discussions, this secure meeting space is yours alone, accessible via a unique link.
                                                                                                                • Canvases Auto-Skewing/Adding Scroll Bars When They Were Not There Prior

                                                                                                                  Is anyone else noticing rendering issues in their canvases today? It seems to be mainly icons which now have scroll bars added which makes them all look off, though some fields seemed to revert to squished length as well. Were the icons replaced with
                                                                                                                • New UI for Writer - Disappointed

                                                                                                                  I've been enjoying Zoho Writer as a new user for about 6 months, and I really like it. One of my favorite things about it is the menu bar, which you can hide or leave out while still seeing most of your page because it is off to the left. I think this
                                                                                                                • The reason I switched away from Zoho Notebook

                                                                                                                  My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital
                                                                                                                • Introducing the enhanced Zoho People integration

                                                                                                                  We're excited to announce an enhancement to the integration between Zoho Recruit and Zoho People, designed to streamline your data management processes and boost efficiency across your recruitment and HR workflows. With this latest update, you can now
                                                                                                                • Zia should track how customer relationships evolve over time

                                                                                                                  Here's a feature idea that I've been thinking about The Problem Zia is great at analyzing individual interactions email sentiment, call transcription, best time to contact. But here's what it can't do: tell you how a relationship has evolved over time.
                                                                                                                • Add an option to disable ZIA suggestions

                                                                                                                  Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflow
                                                                                                                • Filter our rejected quote items from the inventory quote template

                                                                                                                  Hello, I am trying to have rejections at the line level on my quotes so I can track what items are often removed, I do not want to claim the whole quote as lost just the individual items for better data tracking. However I cannot figure out how to filter
                                                                                                                • 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.
                                                                                                                • Gamescope is leveling upto Motivator for Zoho CRM

                                                                                                                  Hello,   As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th
                                                                                                                • Print JV of an Expenses in ZohoBooks

                                                                                                                  When an expense is created in Zoho Books, the related journal entry can be viewed at the bottom of the expense record. However, when printing the expense, the journal entry is not included in the printed document, and there does not appear to be an option
                                                                                                                • Kiosk waiting for completion breaks previous field updates from occurring, yet timeline of record show changes

                                                                                                                  hi 1) I set to statuses on a Get record . 2) Next i run a function and capture the result i.e. wait for completion 3) Then a Screen The record's timeline show the status changes. Yet the record has not changed. I can repeat this. I had another route in
                                                                                                                • Write-Off multiple invoices and tax calculation

                                                                                                                  Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,
                                                                                                                • Partner with HDFC And Sbi Bank.

                                                                                                                  Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.
                                                                                                                • Print shipping label on Zebra Label printer from ZOHO Creator deluge

                                                                                                                  Hi All, Allow me to guide you through the process of printing a shipping label from ZOHO Creator to a Zebra label printer (ZD421D). Step 1: To start, configure the SendFileToPrinter API, which enables the transmission of a file to a Zebra Link-OS printer.
                                                                                                                • Zoho Books Placeholder: Inventory Counts

                                                                                                                  I was hoping to figure out how to find the placeholders for inventory counts by item. We use Location based inventory tracking, so I dont know if that affects things. I want my PDF and Printed PICK LISTS to show the Quantity Available to Pick. I have
                                                                                                                • Can't delete shared mailbox emails from mobile app

                                                                                                                  I have the mobile app on iOS and cannot seem to find a way to delete an email from a shared mailbox. Is there something I'm missing here? Michael
                                                                                                                • Simple Custom Function to Update Candidate status

                                                                                                                  Hi folks, We are currently using Zoho Recruit and have sources from where candidates are applying. Currently all candidates are being set to 'Associated' when they apply via 3rd party sources but that is not useful for us under our business process. I
                                                                                                                • Next Page