Fundamental features of a Zoho Projects extension | Community | Zoho Projects
Hello everyone!
Thank you for visiting our Building Extensions series. As part of this series, we've already covered how to use the Sigma cloud editor and the ZET CLI to create, test, and publish extensions for Zoho Projects. You can refer to our earlier posts for more details. We will now explore the core functionalities available to customize Zoho Projects extensions using the Sigma cloud editor approach.
Extension development: Broad objective
The comprehensive goal of extension development is generally to build tight integrations that can provide additional capabilities and make end users' work simpler and more productive. By integrating functional and technical provisions at the development end, extensions can subsequently be installed as part of the end user's Zoho Projects portal, allowing them to carry out additional functionalities while ensuring a seamless user experience.
So far, we've learned how to develop, test, and publish an extension. Now, let's look at the fundamental features of a Zoho Projects extension developed using the Sigma cloud editor.
Core features for customizing a Zoho Projects extension
In general, apps require data to function properly and carry out organizational tasks. This data must be acquired from reliable sources, analyzed, modified using logic functionalities when needed, and finally saved in order to be retrieved for future operations or business reports.
Some of the fundamental elements for customizing Zoho Projects extensions to carry out the tasks outlined above are:
- Tightly coupled integration
- Customized user interface
- Logical functionalities
- Event-based executions
- Data storage management
- Handling dialog box/pop window
Tightly coupled integration: A tightly coupled integration allows applications to be dependent on each other while ensuring a seamless and optimal exchange of information.
How it can be achieved: Connections
- The Connections feature is essential when looking to develop an integration between Zoho Projects and another application through an extension.
- You can connect with third-party applications or other Zoho products to perform activities that use data from other applications.
- You can also establish connections for many applications and utilize them as part of a single extension. This creates a safe connection between Zoho Projects and other applications, allowing for seamless data functionality.
Customized user interface: A customized user interface with personalized features and components allows for a more simplified and direct approach to the end user.
How it can be achieved: Widgets
- Widgets are graphical user interface components that help users easily access a product and perform functionalities.
- You can create custom widgets and have them embedded in different locations in your extension. View the multiple locations where you can embed a widget here.
- Zoho Projects also offers JS SDK for your javascript widget code to communicate with your extension.
Logical functionalities: Implementing an ideal concept requires the execution of a few to several fundamental blocks of logical functions.
- Functions are blocks of code that help you perform a functionality.
- You could write functions, leverage connections as part of functions to perform third-party operations, or utilize Deluge integration tasks to fulfill your functionality.
- Finally, the function must be associated with the extension in order to be used in the extension.
Event-based executions: Executing logical functionalities based on an event enables the execution of triggers, the automation of work, and the avoidance of manual supervision.
How it can be achieved: Triggers
- Triggers help execute functions in the occurrence of an event.
- You can create triggers, associate it with an event, and then associate a function to the trigger to have it executed on occurrence of that event.
- Check out the list of available trigger events here.
Data storage management: Managing and storing data plays a vital role in carrying out any operation smoothly and efficiently.
- Data storage allows you to save data or properties of an extension or entity.
- The extension property can be used to store app/extension-level data, and the entity property can be used to store entity-level data.
- Data storage is accomplished through the use of key-value pairs. The keys must be unique, and the values must be in JSON format.
Handling dialog box/pop window: Modal boxes are useful in instances where you need to prompt a dialog box that communicates data from the main application while holding control until the user completes an operation.
How it can be achieved: Modal box
- Using the modal box, you can create a new iframe instance of the extension.
- You can use modal boxes to send and receive data from one widget to another, allowing for inter-widget communication.
- To create a new instance for the widget, send data to a widget, and receive or listen to data from a widget, Zoho Projects provides many methods such as instance, emit, and so on.
In this post, we looked at the major features that may be achieved using a Zoho Projects extension. We hope you found this information useful. In our upcoming posts, we will explain each feature in detail with example use cases. Continue to monitor this space for updates!
Sign up for a Zoho Developer account and start developing extensions for Zoho products using Sigma.
SEE ALSO:
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Nanditha Somasundaram Somasundaram
Sticky Posts
Building extensions #10: Fetch customized user inputs, store them globally at the app level, and access them across entities
This data storage concept enables you to store data related to your extension for both entity properties and extension properties. In our previous piece, we looked at how to store data for entities using entity properties. In this post, we'll look atBuilding extensions #9: Store, retrieve, and access entity-specific data in widgets using data storage
Data storage - Overview Storing data related to the extension you are working on is essential. It can be saved as key-value pairs for an entity or extension, known as entity and extension properties, respectively. Data can be saved for the following entitiesBuilding extensions #7: Create custom widgets for a simplified end-user experience
Discover the benefits of using widgets! We explored the significance of widgets, prerequisites, and the availability of JS SDK methods as part of our previous post. In this post, let's go over a detailed example of using widgets along with certain ZohoBuilding extensions #6: Custom user interfaces with Widgets
Welcome to our post on Widgets for Zoho Projects! In our last post, we explored the significance of the connections feature, showed how to use it, and provided an example use case. In this article, we'll look at the importance of widgets, another featureBuilding extensions #5: Integrating applications with Zoho Projects through Connections
In our last post, we discussed the essential features that a Zoho Projects extension can provide. Starting with this post andin every subsequent post going forward, we'll go through each of those features in depth, one by one, with an example use case.
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
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 theUnable 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, KatarzynaIssue 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 onAble 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 deHow 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 aDouble 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 submitBulk create tasks - Zoho Projects API
Hi Zoho/Community, I am trying to create multiple tasks in a single API call, is there a way we can combine multiple request bodies into one single payload? The issue I am facing is the rate limiting on the API, I wanted to create certain amount of tasksTask Due dates and Reminder Date & Time
I like to have a reminder on many tasks in Zoho Recruit. I find the process cumbersome in that each task requires the following: 1. click and select due date 2. Click the reminder box 3. Click on (Reminder) Start Date 4. Click on (Reminder )Time If oneUnable to Access Admin Console and Email Sending Issues
Hello Zoho Support Team and Community, I hope this post finds you well. I am currently facing two significant issues with Zoho services: Admin Console Access Issue: Every time I try to access the Zoho Admin Console, it gets stuck on the loading screenTracking new lead response time
Hi, I have a team of Sales Development Reps, who have a KPI of responding to a lead within 20 mins or less once it hits the system. I seem to recall that Zoho CRM had the capability to track this in a previous version, but don't see it anywhere. It'sGetting The Following Error.. 550 5.4.6 Unusual sending activity detected
I just launched a marketing campaign and I got this error. Everything was working fine previously. This is a big launch so need to fix it asap. Can anyone help?Printing on 80mm bluetooth Pos Printer
Hello. I am trying to print receipts and invoices using my 80mm bluetooth connectivity Pos printer. I have configured the Templates to Retail so that it matches the paper width of the Pos printer. However, when I click Print in zoho, first it opens theTrying to integrate gmail but google keeps blocking Zoho access for integration??
hi i am trying to integrate a gmail account so can track/access business emails this way. I have followed the instructions but after selecting my email account it gets re-routed to this message (screengrab below) Can anyone advise a way around this orWhich attribute in Zoho books invoice api represent branch attached to the invoice?
Hi Zoho Team, We have done the integration with Zoho Books API. While fetching data from Invoice API we want to get branch value attached to the invoice. We could not figure out which field in "Get an Invoice" api represents branch value attribute. ThanksHow to Billed from two different GST Numbers
How to Billed from two different GST Numbers. Suppose ABC & Co had GST registration in Delhi and Haryana and Zoho account is created with Delhi GST Registration number. Now i also want to issue invoice from Haryana GST Registration number. How can i proceed ?How to hide Predefined views
Hi, I would like to know how to hide: Predefined views and Recent views or some records from this list. If I'm using it form iPad I have to scroll to see User created views. Or maybe it's possibility to move User created views on the top. All the best,Deleting Views
How do you delete views? Please sydFixed Assets
Where would I manage my fixed assetsReport on Assets
Hi, Is it possible to report purchased assets on a specific year? The Balance Sheet shows everything up to the current date, and the expense reports will not show purchased assets because they are assets not expenses. If it is not possible, then is it possible to setup an API connection with Books to extract data from to another Reporting application?Purchase of Fixed Assets
How can I record the purchase of assets using zoho books? For example, I purchased 4 laptop for 100000 $ each and paid it through my bank account. How can I record this transaction and maintain track of how much of the assets I bought?Where is the Fixed Asset Register?
I am a Zoho One user for 18 months, using invoicing and CRM and now ready to migrate my books to Zoho Books. Where do I keep the fixed asset register for the equipment that I use in my business? I have a service based business with a lot of gear and businessKaizen #168 - Incremental Authorization
Welcome to this week's post in the Kaizen series. In this post, we will discuss Incremental Authorization. What is Incremental Authorization? Incremental Authorization is an OAuth strategy that allows a client to request specific authorization scopesConfigure Notes Title for Blueprint Transition
It'd be very helpful to be able to configure note titles on blueprint transitions when requiring notes. This would help tie back the history of notes to the blueprint actions. We have some approval processes in our blueprint and require notes for theAn update to improve email delivery | Email Authentication & Relay
Dear Zoho Recruit Community, We hope this message finds you well. This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Recruit account. Effective 31st December, 2024, emails sent using emailStop adding Default ID column to xls exports
When anything is exported to xls, Zoho adds a column with an ID. WE DO NOT WANT THIS COLUMN. We use an automated report to a team. We have our own tracking number. 1. This makes the report messy, it just pushes OUR data off to the right. 2. We haveZoho cases and remote work api
How to use zoho cases listing api? When i try to hit the endpoint specified in the docs , i get the error : the page you are looking for does not exist with a 401.Calendly does not show scheduled Meetings
I use Calendly as my standard booking tool, but no matter what I am doing, Calendly shows any appointment as free (when in fact there already is an appointment in CRM Calendar or Zoho Calendar). Drives me nuts - cannot go away from Calendly due to variousI want the currency in my account to be Mexican pesos.
Hello, I am a Mexican citizen and live in Ukraine. When I registered to your system, it was seen that I was from Ukraine, so the default currency is Euro. This is causing me a problem. Please change the standard currency in my account to Mexican PesYear-End Wrap: Don't rewrite - Switch to Email Templates
As we're half-way through December, now is the perfect time to start sending out festive greetings. Whether it is to your clients or your team, it is important that every mail is tailored to the recipient and feels genuine, which allows you to make betterElevating Email Security on Zoho Desk: DKIM Now Mandatory
Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we prepare to welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatoryHow to view shared mailbox in Outlook
How to view shared mailbox in Outlook or in another softwareNecesito el código ZB para mi cuenta
Hice cambio de servidor y no encuentro el codigo unico de cname.Privacy error
Privacy error on Chrome for all embedded forms and reports, this is a huge issue: "Your connection is not private Attackers might be trying to steal your information from creator.zohopublic.com (for example, passwords, messages, or credit cards). NET::ERR_CERT_COMMON_NAME_INVALID"Automate Backups
This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.Customise Search Bar in CRM
Is there a way to customise this search bar in the CRM to add fields?Counting downloads of a file
Hello Could anyone help me, I would like to use a custom script to count how many times a file contained in a record has been downloaded. Is that something that is possible in Creator? Thanks EstelleNext Page