Zoho Developer Community Monthly Digest – April 2025

Zoho Developer Community Monthly Digest – April 2025



Hello everyone,

Welcome to this month’s Zoho Developer Community Digest! We’ve lined up an exciting series of technical sessions, product deep-dives, and community conversations to keep you informed and inspired. Don’t forget to check out our resource hub and join the ongoing discussions in the new developer space (More on this under Community Discussions section!). 

Let’s dive in!

Upcoming Events

Creator Tech Connect:

Title: Building Data Relationships using Lookups in Zoho Creator
Date: May 15, 2025
APAC & ANZ: 11 AM to 12 PM IST – Registration Link
EMEA: 4 PM to 5 PM IST – Registration Link
Americas: 9 PM to 10 PM IST – Registration Link

Creator's tech connect series would comprise of technical sessions that provide immersive training on the key essentials and technical nuances of building a solution in Zoho Creator. This is a great opportunity for our developer community to stay informed about Creator's new feature releases, product roadmap, best practices to follow while scripting in deluge, new deluge concepts, and cloud functions. In our previous session, we discussed the recent product release updates in Zoho Creator. In the upcoming session, we will explore building data relationships using Lookups in Zoho Creator.

Zoho Developer Hangout – Episode 22

Date: May 14, 2025
Time: 8 PM IST – Registration link

Join @Onur Gülay, CEO of Smile Center Turkey and Zoho CRM Custom Functions category winner at ZDC Hackathon 2024, as he shares how he built Quoter—an AI-powered quoting system using Zoho CRM and Zoho Cliq. His solution slashes quote creation time from request to approved deal in under 30 seconds! Learn how real-time product matching, dynamic data mapping, and user-validated CRM record creation can drastically improve efficiency and streamline operations. He'll walk you through the full automation journey—from receiving a user’s initial request to finalizing a deal, while revealing the scripts, best practices, and future enhancements, all rooted in the belief that "Time is a Golden Key."

Catalyst 101

Title: Part 4 – User Authentication and Application Security
Date: May 20, 2025
Time: 10:00 AM IST & 8:00 PM IST – Registration link

Catalyst is a full-stack cloud development platform that simplifies the complex. Build, test, host, deploy, and optimize solutions like never before. Its easy learning curve eliminates complexities, empowering you to craft bold innovations at the lowest total cost of ownership (TCO). This is a four-part learning initiative that focuses on offering a thorough understanding of Catalyst—Zoho's cloud computing platform. 

Zoho CRM APIs

Title: Part 6 – Mastering COQL
Date: May 22, 2025
Time: 10 AM & 9 PM IST – Registration link

COQL (CRM Object Query Language) lets you write SQL-like queries to retrieve records from Zoho CRM, including across related modules. In this session, we'll cover how to use Dot-notation in COQL to establish implicit joins and fetch records linked via lookup fields and subqueries as a smart alternative to joins — allowing dynamic filtering based on related data while improving performance and memory efficiency.

Zoho CRM Developer Series – Client Script

Title: Part 7 – Client Script in Custom Buttons and Canvas List View
Date: May 27, 2025
Time: 10 AM & 9 PM IST – Registration link

In this session, we explore the latest enhancements to Zoho CRM’s Client Script feature, with a focus on Custom Buttons and the Canvas List View. You'll learn when and why to use scripts with Custom Buttons, how to set them up, and see a live walkthrough in action. We'll also explore Canvas List View, where another hands-on demo illustrates how Client Scripts can bring interactivity and smarter actions directly into your list views, helping you create a more dynamic and efficient CRM experience.

Extensions 101

Title: Zoho CRM – Webhooks & Signals
Date: May 29, 2025
Time: 10:00 AM IST & 8:00 PM IST – Registration link

This series aims to guide developers through the process of building extensions for various Zoho products using the Zoho Developer platform, Sigma. Our previous sessions in this series covered extension development for multiple Zoho products and highlighted the platform's key capabilities for developing efficient extensions. Register for the upcoming sessions, where we'll delve deep into developing extensions for Zoho products like CRM, Books, and Desk.

Zoho CRM Developer Series – Queries

Title: Introduction to Queries
Date: June 5, 2025
Time: 10 AM IST & 9 PM IST – Registration link

In this session, we’ll introduce Queries—a powerful feature that lets you dynamically retrieve data from Zoho CRM or third-party services using REST APIs and COQL. You’ll learn when and where to use Queries and the types of data sources they support. 

Learning Table Series:

Title: Smart Visitor Management with Zoho Creator – Built for Every Industry
Date: June 5, 2025
APAC & ANZ: 11 AM to 12 PM IST – Registration Link
EMEA: 4 PM to 5 PM IST – Registration Link
Americas: 9 PM to 10 PM IST – Registration Link

We designed this series to provide users with valuable insights and knowledge about Creator's capabilities in various business use cases and applications. This year as well, we have adopted the 12 Months 12 Industries concept. Every month, we will focus on a specific industry, illustrating its unique processes with real-time business scenarios and how to make best use of Creator for that industry. Our recent webinar on Creator for the property management was a success, and during the upcoming session we'll be exploring Creator for the Visitors Management.

Resource Spotlight

Info
We've consolidated all the resources from the developer community learning series into a centralized hub for your convenient access. Consider bookmarking our Zoho Developer Community website to stay informed about the latest updates in the developer community.

Community Discussions

Big news—we're moving! The developer discussion channel is shifting from Zoho Cliq to a new space on Zoho CommunitySpaces, and it comes with a mobile app! iOS folks, grab it from the App Store. Android users, hang tight—the app’s on its way. Until then, sign up here and use the web version. (Using Zoho credentials? Just sign in—no need to fill the form.)

Why the change? This new space brings all Zoho users together, lets you follow threads and people, sends personalized notifications, and has a much smoother experience overall. We’ve been envisioning this for a while, so we’re thrilled it’s live.

Developers ZUG Cliq Channel

  • Are you a Zoho developer? A blog with solutions featuring various Zoho products and features could be refreshing to scroll through. Check out miningwebs.in—Vishal's blog solely dedicated to Zoho-related coding content.
  • Usually, one asks a question and another posts the answer. Check out this interesting conversation with the roles reversed! A community member asks questions trying to understand OP's problem, and that leads OP to figure out the answer themself.
  • Newly released features are great, yes! But at times, features that are still in the works could fit your requirements perfectly. One such feature was what fit Evonne's needs. Check out the conversation here, and learn about ZDK CLI in more detail in this 4-part virtual series we concluded recently.
  • Populating data can be tiresome, but bulk-importing can make it a piece of cake. @Mike not only shows @Thameem how to do it, but goes beyond and warns him of some pitfalls and how to avoid them. If you're prepping your own data for importing, you might find Mike's advice useful.
  • Sometimes, the solution you're looking for is right under your nose! And all it takes is a fresh set of eyes, and in this case, @Sohib's.

Community Spotlight

Cliq Contributors

We want to express our sincere appreciation to all our community contributors. Your commitment, expertise, and the time you invest are invaluable to the community. 



For those who are new to the Zoho Developer Community, check out this post to get started. 

Make sure to follow the digest every month for the most recent updates and conversations. Stay connected and participate in the forums and the Cliq channel to be featured in the upcoming month's digest. Wishing you all an amazing month ahead!


SEE ALSO


    Access your files securely from anywhere








                            Zoho Developer Community



                                Bootcamp
                                Community
                                Pricing
                                Webinars
                                What's New
                                Integrations
                                Contact Support
                                Contact Sales
                                  Zoho Survey Resources
                                    Features
                                    Survey Templates
                                    Integrations
                                    Community
                                    iOS Mobile Surveys
                                    Pricing
                                    Android Mobile Surveys
                                    Insurvey Blogs
                                    Insight Blogs
                                    Tips & Tricks





                                                Latest Feature Updates

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts




                                                      Zoho SalesIQ Resources


                                                            Manage your brands on social media
                                                            Access Zoho Social

                                                              Zoho Pagesense Resources


                                                                  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 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

                                                                                              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

                                                                                                              • Books Api: listing expenses created after certain dates

                                                                                                                Is there any parameter I can add to the List Expenses endpoint that will let me look up expenses by when they were created?

                                                                                                              • Why can't we change the Account type from an Expense to an Asset?

                                                                                                                Like the question. Why in QuickBooks for example if I mistakenly created an account as an expenses and I already captured information in those accounts, I can just change the account type from expense to asset

                                                                                                              • Is it possible to do validation for the Actions added to Reports?

                                                                                                                We have an all-around On Validate function that checks all the possibilities before the Created/Edited form submissions. We want to have a button in the report view, so we can change records without entering. We are able to add this button, and it does

                                                                                                              • Ability to Edit Ticket Subject when Splitting a Ticket

                                                                                                                Often someone will make an additional or new request within an existing ticket that requires we split the ticket. The annoying part is that the new ticket maintains the subject of the original ticket after the split so when the new ticket email notification

                                                                                                              • [Free Webinar] Environments in Zoho Creator - Creator Tech Connect

                                                                                                                Hello Everyone, We’re delighted to kick off the 2026 edition of the Zoho Creator Tech Connect Series and are excited to continue this learning journey with you. The Creator Tech Connect series is a free monthly webinar featuring deep-dive technical sessions

                                                                                                              • Zoho Voice API SMS

                                                                                                                I made a post request in Zapier to try to send an SMS. Authentication appears to be configured correctly. I followed the documentation and I'm getting a 400 Error "Internal Server Error". Not helpful at all. Anyways, I could not find any information on

                                                                                                              • How do I change (error) display messages

                                                                                                                Hi! I would like to edit display messages like "invalid entries" and "enter a value for Nome" and so on into Italian language messages. How can I do that? Already tried on Validate on form submit. Where I am failing? Thanks in advance.

                                                                                                              • Record Overseas Transactions Along with CC charges

                                                                                                                Hi All, We receive payments via stripe in multiple currencies and stripe takes around 2.5% fees. The amount is settled in INR into our local bank. What should be the currency of the income account used for Stripe payments? Here is a sample flow that we

                                                                                                              • Easier onboarding for new users with stage descriptions

                                                                                                                Greetings, I hope all of you are doing well. We're happy to announce a recent enhancement we've made to Bigin. You can now add descriptions to the stages in your pipeline. Previously, when creating a pipeline, you could only add stages. With this update,

                                                                                                              • Pieds de page personnalisé - Document Zoho Writer

                                                                                                                Bonjour à tous, Je rencontre un souci avec l’ajout d’un pied de page personnalisé dans un document Zoho Writer. Je souhaite insérer les informations de mon entreprise (notamment un logo + adresse) dans le pied de page. Le problème, c’est que lorsque j’ajoute

                                                                                                              • Permissions on Views

                                                                                                                Having the option of any agent creating custom views is firing back and got a situation where there are a hundred different views across the team and tickets are not being dealt in the most efficient of ways. Tickets seems to be missed by some agents,

                                                                                                              • Credit card transactions are backwards after importing statements

                                                                                                                I am new to Zoho Books so I'm importing my firm's bank and credit card statements in. My credit card statements have a single column with negative numbers so that is the option I chose. But when I went to categorize the credit card transactions, I can

                                                                                                              • import data from Apollo.ai into zoho crm via zoho flow

                                                                                                                I might be asking this question in the wrong forum. We use Apollo.ai to find potential new leads for our business, there are around 10000 leads that we have initially found. We have an Apollo.ai account but just to do searches, we dont use it as a crm.

                                                                                                              • Knowledgebase SEO

                                                                                                                We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search

                                                                                                              • VIsual maindmaps in Zoho notebook Ai

                                                                                                                Can I create and export VIsual maindmaps in Zoho notebook Ai

                                                                                                              • 1stDibs Integration to Zoho Inventory

                                                                                                                Hello is it possible to integrate my Zoho inventory and 1stDibs?

                                                                                                              • Community Question: Renewal vs Invoicing

                                                                                                                This is a question for the community. Does anyone else consider there to be a difference between a subscription renewal event and sending out a recurring invoice for a subscription? For example, let's say customer XYZ purchases a 1-year subscription to

                                                                                                              • cloud console support for music websites

                                                                                                                Hi Friends, I am not from a very technical background.. So need support from the Zoho family. I want to build a e-commerce website which is in Musical Niche. It will help people learn music & play instruments of all types. There are a few players in the market like Chordify , Guitaa, Guitar Dashboard, ChordU & few others. But I all these websites allow only a few instruments  to play. So I want to build a better  website than the one I mentioned. So wnated to know what UI & AI should I use so that

                                                                                                              • Scheduled Reports - Do not send empty report

                                                                                                                Hello, We are intensively using reports in the CRM, especially for sales managers. When data is empty, they still receive an email. Can you add an option to avoid sending the report when data is empty?

                                                                                                              • Is Zoho One Desktop more secure than Zoho One Web SaaS?

                                                                                                                Is Zoho One Desktop more secure than using Zoho One in browser? Inherently, it seems desktop would be unless you don't do things like share your pw or leave pc on. I am concerned about data being on the cloud or someone else's server and database.

                                                                                                              • Reminder Settings - Time Tracker

                                                                                                                On the time tracker in Reminder Settings I created a reminder according to the Zoho manual. But a manager asked me to change the message that goes in the email. Is it possible to change the message? I didn't find that in the Zoho manual. Another question: I configured to receive the reminder everyone who logged in less than 40 hours. Does Zoho consider less than 40 hours of the current week or the whole month? Another situation, I put it so that I and another specific user would receive the notification,

                                                                                                              • Create Item group from a composite Item

                                                                                                                I have applied my mind for hours but cannot figure this out. Can you have a composite item in an item group?. E.g. We bundle different color and size SKU's together as composite items. Also Using composite items as Bill of Materials. We want to create

                                                                                                              • Main difference of Zoho Recruit Corporte version and Staffing HR vesion

                                                                                                                Hi Zoho, I need help to fully understand what is the main key point differences of Recruit Corporate version versus the Staffing HR version? We are currently using Corporate HR version and we are looking on having an insightful automated reporting, does

                                                                                                              • Out of Stock items showing in Commerce

                                                                                                                I have over 6000 items and most are not in stock, but all items are showing up in Commerce whether they are inventory or not. What option or feature can you use to hide items in Commerce at zero or negative quantities? I currently am using Commerce for

                                                                                                              • Is it possible to transfer data from one related list to another within the same module ?

                                                                                                                In the Leads module, there is an existing default Product related list that already contains data. Recently, I added a custom multi-lookup field, which created a new related list in the same Leads module. Now, I need to move the existing data from the

                                                                                                              • How to implement new online payment gateway?

                                                                                                                Hello, Can you tell me how to proceed to implement my local payment gateway? DIBS has an open avaiable API that should be easy to implement into ZOHO BOOKS. http://tech.dibspayment.com/dibs_payment_window

                                                                                                              • Formula working in MS Excel , is not working in Zoho Sheets, Filter fuction which is working in MS sheets per the attached workbook / Daily update.

                                                                                                                Filter function , which is working in MS Excel is not working in Zoho sheets. Please help on function of filter of particular class sheets and extract students name who has more than 3.5 hours of study hours on particular day depending on date in D7 cell.

                                                                                                              • New in Smart Prompt: Record Assistant for contextual assistance, and support for new AI models

                                                                                                                Smart Prompt helps teams stay informed and move faster by providing relevant suggestions where work happens in CRM. With this update, Smart Prompt becomes more adaptable to your organization’s AI preferences. You can now choose which Large Language Model

                                                                                                              • Improved Integration Failure Information (And Notification Options)

                                                                                                                Hi, When an attachment service for example fails, you just get "Field x - Error", I can check the field it is failing on and find nothing wrong, same file size, type, dimensions, etc. so more information as to the actual issue would be helpful. And an

                                                                                                              • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

                                                                                                                Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

                                                                                                              • Change User Role in a Form

                                                                                                                Hi, When in a form, it would be good (And consistent) to be able to change the user role/permission like you can with Shared Reports, All Entries or the actual User itself, rather than having to delete the users permission and then add it back again with

                                                                                                              • Reassign Partially Saved Entries

                                                                                                                Hi, I would like to be able to go to Partially Saved Entries and like the option to delete them I would like the option to multi-select and be able to reassign them to another user to complete (Such as when a user has left the company). Thanks Dan

                                                                                                              • Increase the "Maximum Saved Entries per User" Options Limit

                                                                                                                Hi, You can create lots of saved entries, yet the Limit when you apply one is 25, we may often expect 32 to be in draft, and therefore want to enforce that, can we increase the limit of this field from 25 to 100 (As you can just turn it off and have more

                                                                                                              • Dynamic Field Folders in OneDrive

                                                                                                                Hi, With the 2 options today we have either a Dynamic Parent Folder and lots of attachments all in that one folder with only the ability to set the file name (Which is also not incremented so if I upload 5 photos to one field they are all named the same

                                                                                                              • Product Updates in Zoho Workplace applications | December 2025

                                                                                                                Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this December. Zoho Mail Block emails without notifying the sender Block emails without sending a rejection notification

                                                                                                              • Zoho CRM for Gmail Extension Not Working in Brave Browser?

                                                                                                                Is anyone able to get the Zoho CRM Chrome Extension working in the Brave browser? They're both built on the Chromium platform and every other Chrome Extension works with the exception of Zoho CRM for Gmail so any ideas here?

                                                                                                              • Set Frozen Cells in the Report Settings

                                                                                                                Hi, It would be nice to be able to set the frozen cells in the report Settings, and have an option if this is fixed or can be changed after loading (On the next load it still goes back to the Settings). Thanks Dan

                                                                                                              • Microsoft Teams now available as an online meeting provider

                                                                                                                Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

                                                                                                              • Tip of the week #26: Import/ Export calendars in Zoho Calendar.

                                                                                                                Any calendar on the web or calendars that you create in any other calendar application can be imported in to Zoho Calendar. This will help you to add the events from the calendars that you import to your Zoho Calendar. You also have the option to export

                                                                                                              • Add Zoho Forms to Zoho CRM Plus bundle

                                                                                                                Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and

                                                                                                              • Next Page