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
New to Zoho Recruit?
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 CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator 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
The Social Wall: August 2025
Hello everyone, As summer ends, Zoho Social is gearing up for some exciting, bigger updates lined up for the months ahead. While those are in the works, we rolled out a few handy feature updates in August to keep your social media management running smoothly.Transaction Locking with the dynamic date
Is it possible to dynamically update dates on transaction locking. We want to lock transaction x days from todayZoho Devops
We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billingFuel up your sales with the Zoho SalesIQ + Bigin integration
Hi everyone! We’re happy to bring you the all-new Zoho SalesIQ + Bigin integration. With this, every prospect from your website instantly becomes a contact in Bigin, complete with transcripts and follow-up tasks, so you never lose a lead again. Let'sIntroducing AI-powered Assessments & Zoho's native LLM, Zia
We’ve shipped a cleaner, faster way to create assessments in Zoho Recruit. 🚀 Instead of manually building question banks or copying old templates, you can now generate ready-to-use assessments in just a few clicks, all tailored to the role you’re hiringAbility to Reset Visitor Fields During an Active Chat Flow
Hello Zoho SalesIQ Team, We hope you are doing well. We would like to propose a feature enhancement to Zoho SalesIQ regarding the management of visitor fields within Zobot flows. Use Case: Our bot asks the visitor to provide information about a 3rd personExternal ID in Zoho CRM
Hello everyone! We know that Zoho CRM allows you to integrate third-party apps and manipulate data through APIs. While you integrate a third-party application, you may want to store the third-party reference IDs in Zoho CRM's records. To meet this needSome emails are not being delivered
I have this problem where some of my mail just seems to disappear. When I send it, it appears as sent with no mention of any problem, but my recipient never gets it, not even in the Spam folder. Same for receiving, I have a secondary e-mail address, andNew in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.
With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers. Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to findTemplate modifiactions
Hello, I am struggling with the templates in ZOHO Books. Especially with the placement of some items, like company address, ship to, bill to etc. For example: One item I like from template X (placement of ship to and bill to next to each other in theAggregating the First Value in the Group By of a dataset
Hi I am trying to get the following Aggregate Formula to work in my chart, but cannot seem to get the right format. I have a series of data that I am running an include_groupby and want to SUM only a column in the first row of each group. So for example.Admin Control Over Profile Picture Visibility in Zoho One
Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile PictureTrack Zoho Campaign and Workflow sales impact
I am attempting to measure the performance of our marketing workflows and campaigns by comparing the date each campaign was sent to a contact with the purchase date of the contact. For example, if Contact A was sent Email A on 9/1 and made a purchaseTables for Europe Datacenter customers?
It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?What is a line break code for zoho?
Hi, I am archiving data by adding values from a single line field from one form to a multi-line field in another form. So I need a code/function that starts a new line on that multi-line field so it does not just keep adding it on the same line. Example, doing something like this means that it will be on a same line. archive.field1 = archive.field1 + input.Field1 I need a code so the input.Field1 can just start on the next line. Instead of "value 1, 2,3,4,5" It will be: "1 2 3 4 etc.". somethingAutomatic Project Owner change
Is there a way to change Project Owner automatically once a specific Milestone in a project is marked as completed. Different Teams are working on projects in our Org, they have their own Milestones to complete and so we transfer the project from teamButton to add product to cart
Is there a way to have a button on a page, that when clicked, will add Qty 1 of a product to the cart?Problem with Submit Button Design
I have made a template to apply to my forms and under the button controls, I have it set to "standard" and yet it's still filling the container. This is super frustrating and looks weird. Why do we not have full control over button size? How can I fixZoho CRM- Authorize your Microsoft Teams account issue
Hi, I tried to link Zoho CRM with Teams and I got the following message: Clicking "Authorize now" sent me to the following page, Microsoft tried to start a session but, after 3 seconds the page closed and nothing happened. I get the same message eachPassing the CRM
Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine whenIs there a way to associate an email in ZOHO Main to a Vendor record in ZOHO CRM
My situation is as below, I have a vendor in ZOHO CRM lets say "Vend A" and an associated contact, "Cont A" If Cont A sends me an email using the email I've registered in the contact record the standard OOTB email sync will work. But the vendor has someBank charges are applied. Please select a bank account.
Hello, I'm trying to add bank charges to a customer payment, but I get the error message "Bank charges are applied. Please select a bank account." I found this old thread, where it says that I need to "select a Bank account for the 'Deposit To' dropdownKaizen #207 - Answering your Questions | Advanced Queries using COQL API
Hi everyone, and welcome to another Kaizen week! As part of Kaizen #200 milestone, many of you shared topics you would like us to cover, and we have been addressing them one by one over the past few weeks. Today, we are picking up one of those requestsPrésentation de SecureForms dans Zoho Vault
Soyons francs : demander à quelqu’un de transmettre un mot de passe ou des informations sensibles n’est jamais une tâche facile. On attend, on relance, parfois de nombreuses fois. Et quand l’information arrive, elle se retrouve souvent dispersée dansIntroducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone
Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform toGranular Email Forwarding Controls in Zoho Mail (Admin Console and Zoho One)
Hello Zoho Mail Team, How are you? At present, the Zoho Mail Admin Console allows administrators to configure email forwarding for an entire mailbox, forwarding all incoming emails to another address. This is helpful for delegation or backup purposes,Sales order & purchase order item links for item details
This is fantastic for checking lots of things, I use it a lot. It would be great to see it extended to invoices & bills On another note, may as well throw in my favourite whinge ..... Wish you guys would get the PO receive differences sorted urgently,Custom Fonts in Zoho CRM Template Builder
Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities ifZoho Workdrive - Communication / Chat Bar
Hi Team, Please consider adding an option to allow admins to turn on or off the Zoho Communication Bar. Example of what I mean by Communication Bar: It's such a pain sometimes when I'm in WorkDrive and I want to share a link to a file with a colleagueIntroducing Profile Summary: Faster Candidate Insights with Zia
We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiringKaizen #190 - Queries in Custom Related Lists
Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss yet another interesting enhancement to Queries. As you all know, Queries allow you to dynamically retrieve data from CRM as well as third-party services directly withinNeed the ability to have read only fields on a form.
There needs to be functionality in Creator that allows a field on a form to be read only. Most screen building software applications have this capability. I know you can hide certain fields from specific users and that you can also make the whole form read only but that's not the functionality I need. I want to be able to create a form where certain fields are editable and other are for display purposes only (read only). For example if the form was displaying information on an item that the userReverse payment on accidentally closed invoice.
An invoice was closed accidentally with the full payment added. However, only partial payment was paid. How can I reopen the invoice and reverse this to update it to show partial payment?New integration: Track booking page appointments in Google Analytics 4
Hello all, Greetings from the Zoho Bookings team! We’re excited to introduce our new Google Analytics 4 (GA4) integration designed to help you track booking activity, understand customer behavior, and measure marketing performance, all in one place. WhatHow to list emails in a folder, e.g. Inbox, on multiple pages when using Zoho mail webpage?
Something as shown in the figure. There are totally 50 emails in Sent folder. If "Mail per page" equals 20, then the Sent folder is split into 3 pages. When I wander through Sent folder, I can just select a specific page to jump to. BTW, it seems thatHow to add image to items list in Invoice or Estimate?
Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just becauseZoho Calendar soft bounce on @hotmail.com and @yahoo.com email addresses
Hello, our Zoho calendar recently does not send the calendar invites to emails with hotmail and yahoo domains and comes back with a "soft bounce". other domains like Gmail works fine. Also sending "email" to the same emails to the above domains work wellHow can I filter a field integration?
Hi, I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.ERROR CODE :512 - 5.4.4 DNS error:NXDOMAIN.
Suddenly we cant send mail, we are getting this error for all outbound mail to multiple domains.Can Zoho Flows repeat Actions more than once?
I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actionsNext Page