Publishing, sharing, and installing an extension | Community | Zoho Projects

Publishing, sharing, and installing an extension | Community | Zoho Projects

The primary objective of developing an extension is to have it bundled and published as a plugin—either privately within an organization or publicly in Zoho Marketplace—so that users can benefit from the extension's functionality. In previous posts, we described how to create and test an extension. In this post, we'll look at how to publish an extension after it's been developed and have it installed in a Zoho Projects portal.

Publishing an extension
  • Go to Sigma. Click the Extension Details  icon of the extension you wish to publish.
Note: You can refer to our previous posts on using sigma cloud editor and ZET CLI to develop extensions.

  • Click Publish.

  • Depending on your requirements, choose the extension's visibility: Private or Public.

  • Private:
➤ To publish the extension privately, choose Private and click Publish.
➤ The extension will be successfully published and you'll be redirected to the All Extensions page in your Sigma workspace. Click the Extension Details icon of the published extension, and an installation URL will be available in General Details section.
➤ This installation URL can be shared with the users you want to use your extension functionalities.


Public:

➤ To publish the extension publicly, choose Public, enter a Company Name and click Publish.



➤ You'll be directed to a Marketplace details page where you must enter details related to your extension. The Zoho Marketplace approval team will validate and approve the extension. If the extension validation is successful, it will be listed on Zoho Marketplace.
Note: You can refer to this link for detailed steps on extension submission and listing in Zoho Marketplace.



Sharing and installing a private extension
  • When it comes to a private extension, as stated in the previous section, the installation URL you've obtained can be offered to the users who wish to access and use your extension.
  • However, before providing the installation URL to users, the extension must be shared with the portal where it will be installed. If the extension is not shared and the user simply accesses the installation URL to install it on their Zoho Projects portal, the error shown in the screenshot below will appear.

  • To share the extension with a user's Zoho Projects portal, click the Extension Details icon for the extension you want to share.
  • Select the Share section and then click Share Extension.

  • Enter the name and the administrator's email address of the portal with which you would like to share your extension. Click Share.

  • The extension is now shared with the portal.

  • The installation URL can now be shared with users, who can then use it to install the extension in their Zoho Projects portal.
  • As a user, you only need to use the URL, which will redirect you to your Zoho Projects account and prompt you to select the portal in which you want the extension installed. Select the portal, then click the Continue button.

  • You'll be directed to the general details settings page of the extension on your chosen Zoho Projects portal. Select your preferences, then click Save & Proceed.

  • The extension will be installed successfully. You can go ahead and use the extension functionalities as part of your Zoho Projects portal.
In this post, we saw how to publish an extension, share a private extension with a user, and then install the extension. We hope you found this information useful. Keep following this space for more information!

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

SEE ALSO

Creating, testing, and editing Zoho Projects extensions using the cloud editor








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