Creating, testing, and editing Zoho Projects extensions - cloud editor|Community|Zoho Projects

Creating, testing, and editing Zoho Projects extensions - cloud editor|Community|Zoho Projects

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




                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day



                                        Zoho Marketing Automation


                                                Manage your brands on social media



                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns 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 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

                                                                                                  • Is the Contacts sync between Campaigns and CRM bi-directional?

                                                                                                    Is the Contacts sync between Campaigns and CRM bi-directional?
                                                                                                  • Task does not syncing to google calendar shedual

                                                                                                    Hi why does the tasks activities do not syncing with the google calendar like the event option does?
                                                                                                  • Bug with Zobot Human transfer

                                                                                                    I have configured the brand, the operator, and the Zobot in Spanish. However, no matter what I do, it always says "YES" instead of "Sí" or "Sure, why not " instead of "Claro, ¿por qué no?" when asking if the user wants to contact a human operator. The
                                                                                                  • This mobile number has been marked spam. Please contact support.

                                                                                                    Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?
                                                                                                  • Something went wrong. One or more fields contain errors

                                                                                                    I am getting this error but there is no way to debug what field is causing the issue . I have over 100 fields. Everything was working fine and then i fixed some fields that should have the same field names but had a typo and i am getting this error. It
                                                                                                  • Integrating Zoho Desk Instances from two separate organizations

                                                                                                    Is it possible to integrate Zoho Desk with an instance from another organization? For example, creating a ticket in one organization can cause the creation of a ticket in the second organization? Or certain tickets from one organization be viewable by
                                                                                                  • Knowledge base bug - Error: Article couldn't be updated.

                                                                                                    It took me a while to figure this out, truly one of the most irritating bugs in Zoho. I hope you find this information helpful. When using the knowledge base to create articles, make sure your keywords are in lowercase and separated by commas. Otherwise,
                                                                                                  • Is this possible with Campaigns?

                                                                                                    My company is currently moving CRM's from Monday to Zoho One. Currently, our marketing lead process is send out 7 sms messages over 14 days if the lead is in a certain status. If we don't get a response the lead is put into a "Closed" status. Do we buy
                                                                                                  • How to view two portals (Zoho CRM & Zoho Books) in single login

                                                                                                    Hello there, I need to create a portal access for the Customers. Customer data present in two applications namely Zoho CRM & Zoho Books. My requirement is to show the two different portals(Zoho CRM Portal & Zoho books Portal) in single login. I could
                                                                                                  • Updating Bounced Contacts in Campaigns to the CRM

                                                                                                    The article explains how to update Opt-outs from Campaigns to CRM, but not bounces. While Campaigns will automatically remove any bounced emails from future campaigns, is there a process by which a bounce will update or make a notification in the CRM
                                                                                                  • Bandwidth, voice and poor video

                                                                                                    Dear Team, The webinar has made things quite easy and convenient for educators around the world. We are an art & culture-based organization where students and researchers are our major audience.  While using the Zoho webinar platform, we have observed that the audio lags and the video is of poor quality and often freezes. Some participants don't hear what is being spoken.  We also found that even a slightly slow internet connection disrupts the webinar while it should be working well even on lower
                                                                                                  • Zoho books and venmo

                                                                                                    Hi, Is there a way to hook Venmo into zoho books? I have a Venmo business account and want to be able to sync that. I know you can do it with the paypal integration but I dont want to use paypal for the fees and that doesnt allow me use/integrate my current
                                                                                                  • Global Sets for Multi-Select pick lists

                                                                                                    When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
                                                                                                  • 550 5.4.6 Unusual sending activity detected. Please try after sometime. <a href=https://www.zoho.com/mail/help/usage-policy.html target=_blank>Learn more.</a>

                                                                                                    Please help me with this. Sending of mails is blocked.
                                                                                                  • The Social Wall: November 2024

                                                                                                    Hey everyone, As we move into December, we're excited to share all the updates that went live in Social during November. View, monitor, and respond to your WhatsApp and Telegram messages from Inbox Take your communication a step further by integrating
                                                                                                  • Segmenting Contacts Based on Product Purchased

                                                                                                    I am trying to organize our main Marketing Automation email list in a way that segments contacts based on products they have purchased (for example in this case it is 3 different products). To my knowledge, this would require the sync from Zoho CRM to
                                                                                                  • Urgent Assistance Needed with DKIM Verification

                                                                                                    Hi, I have been trying to verify the DKIM for the past month using your instructions as well as other resources. Unfortunately, I have not been able to resolve the issue, and it remains persistent. I need to address this problem as soon as possible so
                                                                                                  • How do I attach tasks from one task to other tasks in the same project

                                                                                                    How do I attach tasks from one task to other tasks in the same project
                                                                                                  • Incorrect Handling of XLSX data

                                                                                                    Trying to import an XLSX schedule of bills into Zoho Books I ran across the problem of date formatting. To replicate: Build a CSV file with bill dates in whatever format you like and import it - this should work if you match the "dd/MM/yyy" etc. format
                                                                                                  • Zoho Books Invoice Salesperson: requires ID but there is no "Fetch salesperson" action

                                                                                                    Hi, I am trying to attach a Salesperson to a Zoho Books invoice. In Zoho Flow, the salesperson field required an ID. However, I only have the salesperson name, I need to fetch salesperson by name and then provide the ID. There is no option to fetch salesperson...
                                                                                                  • Change format of quantity format

                                                                                                    Hi,  I would like to change the qunatity format from 1,00 to 1.  Is this possible?   thanks!
                                                                                                  • Ticket Views: filter criteria -> dynamic date values in relation to the current date

                                                                                                    Hello all, It would be very helpful if you could build custom views in such a way that you do not have to adjust the criteria daily or at whatever interval in order to change the fixed date value as needed. For example, I would like to create a view that,
                                                                                                  • Captchas: No support for Google reCAPTCHA or similar

                                                                                                    Hi all, The current captcha integrated into Creator is very basic, and often near-impossible to read. I'm building an app for a charity which includes a couple of public-facing forms, and this is a real issue for people with dyslexia and related conditions - it's effectively excluding them if you want any form of spam protection at all on your published forms (and that being said, the current captcha doesn't even seem very effective - bots can often read it more easily than humans). I've raised this
                                                                                                  • Maintain consistency in ticket responses with shared snippets

                                                                                                    Hello everyone! We are excited to announce that our highly anticipated snippet sharing feature is now available to all users. As you know, snippets are pre-defined message templates, or canned messages, that help agents respond to tickets with efficiency.
                                                                                                  • Tickets - Zoho Desk

                                                                                                    Hi Team, My Clients need to see their tickets created and the status of the ticket in the Zoho Support Desk itself. How can I do this? My Client doesn't have a Zoho Account. They need to access the ticket by the provided link without signing in.
                                                                                                  • Automatically assign Contacts to Account owners

                                                                                                    Hi, I have a finite number of accounts set up in the CRM, and each new contact that comes in is automatically assigned to an Account according to a rule I set up. I want the Contact owner in the Contacts module to be assigned to the relevant Account owner.
                                                                                                  • Making Copies/Duplicates of Zoho Forms (Shared)

                                                                                                    Question to the community: is there a way to take a 'shared form' , make a duplicate copy and save under My Forms, so that i can use that which was already created as a template to make updates to and use as a test form and be able to have full access,
                                                                                                  • Using IMAP configuration for shared email inboxes

                                                                                                    Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
                                                                                                  • Can you help us creating a customised form with payment link?

                                                                                                    I would like to create a customised Transport form where the user will be asked to make payment basis the drop/ pick up they select.
                                                                                                  • Deleting or disabeling predefined ticket list views

                                                                                                    Is it possible to delete or disable predefined views or is this still not possible? For instance, we are not using the chat function and therefore have no use for the "Missed Chats" view. Thanks!
                                                                                                  • Email an Invoice from API

                                                                                                    When calling the API to email an invoice, it seems it does not actually send it. Below is a screen shot where I used an API call for the bottom record, and it updated its' status to "Due Today", but no email was actually sent. The top record, I hit the
                                                                                                  • Unable to load your extension. Please check your plugin-manifest or Resources.json.

                                                                                                    Hi Team, I am using the config module with multiple fields of different types, such as checkboxes and picklists. However, I am encountering the following issues: Error Message: When loading the extension, I get the error: "Unable to load your extension.
                                                                                                  • Layout Rules / Quick create

                                                                                                    Hello, is there a way to create a layout rule for quick create option? Regards, Katarzyna
                                                                                                  • Issue with Create Note Button and Popup Form in Leads Module

                                                                                                    Hello Zoho Community, I am trying to implement a "Create Note" button in the Leads module with the following functionality: 1. When the button is clicked, a form should pop up with fields to add notes. 2. After filling out the form and clicking Send,
                                                                                                  • Finding draft ticket replies

                                                                                                    Is there a way to see all tickets which have draft replies?
                                                                                                  • Guidance on Making Zoho Desk Connections Available for All Data Centers

                                                                                                    Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on
                                                                                                  • Able to change project on timelog entries

                                                                                                    Ability to move the timesheet entry from one project to another. When a user adds a wrong entry a manager can change/update the timesheet entry to the correct project.
                                                                                                  • Caso de Uso | Menos trámites, más salud: Clínicum optimiza sus recursos con Zoho One

                                                                                                    "La automatización del proceso de solicitud de bajas y su trazabilidad a través de Zoho nos ha supuesto una mejora en el ROI." - Carol Rodríguez, Responsable de Experiencia del Cliente interno y externo en Clínicum ¡Hola a todos! Estamos emocionados de
                                                                                                  • How do I stop getting notified about upgrading to Upgrade now and save big!

                                                                                                    How do I stop getting notified about upgrading to Upgrade now and save big! There is no way to clear this notification, and EVERY Day I get alerted to upgrade, but there is no permanent way to dismiss this alert! How can I permanently dismiss this a
                                                                                                  • Double opt-in notifications and customizable confirmation messages for your webforms

                                                                                                    Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit
                                                                                                  • Next Page