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

                                                                                                  • Client Script: $Client.refresh({ triggerOnLoad: true }); not triggering onLoad Client Scripts

                                                                                                    Hey friends! I'm trying to store a temporary var, refresh the page for the user, then check that temporary var and do some actions. Theoretically using the title's code: $Client.refresh({ triggerOnLoad: true }); should refresh the page and trigger on
                                                                                                  • Calculate months and years between 2 dates on subform

                                                                                                    I am looking for a function syntax for an employment candidate to calculate the number of years and months (decimal format. eg 1.2 years) they are employed. I have their start date entered, but if the end date is blank, that tells me they are still employed
                                                                                                  • Combine related grouping values into categories in CRM analytical components

                                                                                                    Hello everyone, Analyzing large datasets can be challenging when dealing with numerous individual data points. It's often difficult to extract meaningful insights when information is scattered and ungrouped. To address this, we're adding options to create
                                                                                                  • How Kiosk Studio can simplify sales for bank employees | Kiosk Studio Session #4

                                                                                                    Hello everyone, Banks can boost revenue by cross-selling to their current customers. For example, they can sell credit cards, personal loans, and more to existing account holders. To do this, bank employees move all around the CRM, open and close records,
                                                                                                  • Tip #19 - Create checkbox tracker in your spreadsheet

                                                                                                    Hello Sheet users! We are here with yet another tip to help you get the most out of Zoho Sheet. Spreadsheets can be used to handle a variety of tasks, but ever tried using checkboxes to track the progress of your action items dynamically? Here's a sample
                                                                                                  • Integrate Oracle with ZOHO CRM

                                                                                                                         Please let me know if its possible to Integrate Oracle with ZOHO CRM. If yes then help me in doing it. 
                                                                                                  • UUIDs

                                                                                                    Has anyone coded a Universal Unique Identifier (UUID) generator in Deluge?
                                                                                                  • Introducing signer groups: Streamline signature collection and make it even faster

                                                                                                    Hello everyone, We're excited to introduce signer groups, a feature designed to make your signing process quicker, more efficient, and collaborative. With signer groups, you can send an envelope to a group of people, and any member of the group can open
                                                                                                  • Calendar - Recurring Event - End of Month and Last Weekday of Month

                                                                                                    How do I set a calendar event to recur on the last day of every month? How do I set a calendar event to recur on the last weekday of the month?
                                                                                                  • Duplicate Zoho Invoices and Sales Receipts

                                                                                                    We have been running into an issue where upon saving an invoice or a sales receipt, we get a duplicate: same information saved twice but with a different invoice id/number and sales receipt id/number. I have logged a ticket but so far no response. It
                                                                                                  • Introducing revamped Zoho Creator Developer Console—a powerful platform for developing and distributing apps

                                                                                                    Hello everyone! We're thrilled to announce the launch of the revamped Zoho Creator Developer Console—a dedicated platform designed specifically for Creator developers and Partners to build, test, and distribute apps to your clients. Developer Console
                                                                                                  • Phone App of CRM doesn't find contacts

                                                                                                    I open the crm to and do a contact search but nothing comes up. If I do a full zia search it will find an old note that is attached to a contact and I can open the contact. BUT I still can't enter notes of calls, set appointments, etc. It requests I go
                                                                                                  • [Product Update] Deprecation of 'Inbound Transport Details' module in Zoho Analytics - Amazon Seller Central integration

                                                                                                    Dear Customers, Please be informed that the Amazon Seller Central will be deprecating the 'Inbound Transport Details' module APIs effective December 20, 2024. As a result, this module will no longer be supported in the Amazon Seller Central - Zoho Analytics
                                                                                                  • Is there any support for Drivers license and other forms of ID scanning capabilities?

                                                                                                    When scanning a drivers license barcode for data input to a Form, the scanning tool receives all the raw data but there doesnt seem to be a function to limit or remove the unnecessary fragmrnts, like a prefix. Is there any support or info in the help
                                                                                                  • Exciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!

                                                                                                    We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each under
                                                                                                  • Gravity Forms plugin not passing some fields

                                                                                                    I use the gravity form zoho plugin to push data from my lead form into my lead page in Zoho CRM. Everything was working file for about 6 months. Suddenly on Oct 1st, some of the fields are no longer getting passed to Zoho. The fields with the problem
                                                                                                  • Can't delete bank transactions (i changed from 14 days trail to free just now)

                                                                                                    Hi, I manually added one bank transaction When i try to delete it, it say below: What should I do?
                                                                                                  • Feature Request: Search in the PC client. Some thoughts about the search.

                                                                                                    Hi all. I'm really excited to start using Zoho Notebook, but I'm missing some of the search capabilities on my desktop. There are also some thoughts on improving search in general. Search is very important to me, without it it is difficult for me to use
                                                                                                  • Leave Policy for Brazil

                                                                                                    Hi, Brazil asked us to configure Zoho People to apply the following policy: · To block starting vacations 2 business days before holidays or weekends; Employees cannot start their vacations 2 days before holidays or weekends. Example: If December 25th
                                                                                                  • Adding date field to each individual Items when creating Invoices?

                                                                                                    When adding items into an invoice I need to be able to have a date for each item. Example below: Date Item Description Qty Rate Discount(%) Tax Amount 31/07/13 Brown Sugar Performance 1.00 3,000.00 0.00 10% $3300 Is this possible or will it be in the
                                                                                                  • Auto-Create OneDrive Folder Structure Upon Lead Creation

                                                                                                    Hello, New to Zoho and looking for help on a critical process automation I'm looking to implement. My company currently utilizes OneDrive for file management and the folder structure is Proposals -> Client Name -> Address (where I need to initially create
                                                                                                  • Profile Page View Customization

                                                                                                    I need to change the fields, sections from the profile view of an emplyoyee.
                                                                                                  • What do the Image Sizes mean in Zoho CRM Email Templates?

                                                                                                    Below you can see the image options in email templates: Banner, Fit, Small, Medium, Original, Custom. Can someone from Zoho please share with me: What each is/means? How each will look on desktop AND mobile? How to edit "custom"?  If I choose "Custom"
                                                                                                  • Translate any published presentation to the language of your choice

                                                                                                    As part of our constant effort to enrich your presentation experience, Zoho Show has rolled out a new feature for translating published presentations. Consider the following scenario: Zylker IT services, a multinational corporation, has announced product
                                                                                                  • Blueprint: multi-select lookup field not available in the criteria option

                                                                                                    I read this old forum post which stated that multi-select lookup fields are now selectable as an option in a Blueprint transition configuration: https://help.zoho.com/portal/en/community/topic/blueprint-multi-select-lookup-field-not-available-within-blueprint-transition
                                                                                                  • Apply Credit Note Automatically

                                                                                                    We need the ability to apply open Credit Notes toward invoices generated by recurring invoice as the first, priority payment. This should be an option that we can enable/disable in the recurring profile and/or the Credit Note. Other invoicing systems can do this. I'm not sure why Zoho Invoice doesn't have it. Here's an example for a Recurring Invoice... If a customer has open Credit Notes, and a saved credit card set for auto-pay, once an invoice goes out, the credit balance gets automatically applied
                                                                                                  • Workflow for "Expenses" module?

                                                                                                    Hi there, over the last 2 years, Zoho Expense has seen tremendous growth and we are happy with it. But, sometimes it is frustrating to see things are being implemented halfheartedly, or so it seems. For example, There is the possibility to create workflows
                                                                                                  • Record Template - Conditionally printing sections

                                                                                                    Is there a way to conditionally print a section of a Record Template? More specifically I am printing records from a Form "Invoice". That Form has 3 SubForms. I'd like to print the content of those SubForms using a Record Template but only if they have at least one line item. If they have no line items, I'd like to hide the headers for that section on the printout.
                                                                                                  • User can choose the PDF report

                                                                                                    Hi. I would like to find out if a user (Creator or customer portal) to choose from the different PDF customised reports that have been built?
                                                                                                  • Query table pull last 12 months

                                                                                                    I am tying to pull the following criteria and the date is always what causes me the issue. I want to pull people (pco_id) who have entries of "event_id" being these 2 events and whos "kind" is Regular or Guest and where the event_starts_at (date column)
                                                                                                  • PLEASE FIX Search options and consider a Global seach option

                                                                                                    A recent update has removed the ability to search for addresses and phone numbers under contacts. We cannot find where this moved to (If it is still available). Please put these options back as we cannot locate specific projects anymore. Also please consider allowing for a Global search. This would really improve the search engine. For example: If I search for "Sally Jones" then all invoices , estimates, vendors etc.. would populate.. Please let me know if you need any more information. Thank You....
                                                                                                  • Customize your calendar based on personal preferences

                                                                                                    Greetings, We're happy to introduce a few new capabilities to the Activities module's Calendar View! Now you can tailor your calendar's appearance and notification settings to suit your needs. In the past, the Calendar View lacked customization options
                                                                                                  • BUG ALERT: Client Script + Commands -> $Page contextual data is not updated

                                                                                                    When using the new Client Script Commands feature, there is an issue with the Client Script $Page contextual data not accurately being updated each time a Command is run. Assuming a Client Script Command called "Client Script Command Bug" with the following
                                                                                                  • Show iFrame of related List inside of Blueprint Transition

                                                                                                    Hey, is it possible to show an iFrame of a related list like this inside of a Blueprint transition?
                                                                                                  • Lookup Fields not Converting

                                                                                                    I manage holiday properties. I have a lookup to the Accounts (Properties) in the Leads module. The lookup is connected to the property address field. When I convert it the lookup field does not update in Deals, although the property address does. There
                                                                                                  • 2024: A Year of Transformation with Zoho Forms

                                                                                                    As we close the curtain on another exciting year, it’s time to reflect on the strides Zoho Forms has taken in 2024. From empowering businesses with advanced tools to simplifying workflows and enhancing user experiences, our updates this year were all
                                                                                                  • Stop selling out of stock Items.

                                                                                                    Hi I have been using Zohobooks for a around 8 month now. I am not involved in selling process but my staff cant stop selling product which they do not hold in stock, this is a big headache for me as physical count never matches what is shown on the books. 
                                                                                                  • Bigin API Token Request ("invalid_client")

                                                                                                    Hi people, I tried to connect to the API without success, I've read all of the documentation multiple time and tried just about everything. I tried to do it with Python Request module and with Postman, passing the information through both the URL parameter
                                                                                                  • Customer Happiness not clickable when using API

                                                                                                    Is there a way to automatically add the Customer Feedback links when generating email drafts via the API? Currently, the feedback links are only added when generating an email draft using the UI. I tried using the endpoint described in https://desk.zoho.com/DeskAPIDocument#CustomerFeedback#CustomerFeedback_Getthecustomerfeedbackplaceholderlink
                                                                                                  • Send To Zoho Sign not Showing

                                                                                                    The button send to Zoho sign is not showing on my Zoho CRM . Is there additional steps I need to take after installing Zoho Sign to CRM ?
                                                                                                  • Next Page