Zoho Developer Community Monthly Digest - April 2024

Zoho Developer Community Monthly Digest - April 2024



Hello everyone,

April was an action-packed month for the Zoho Developer Community! From insightful sessions on strategic software development to the conclusion of the exciting bootcamps in India, there's plenty to catch up on. Explore upcoming events, valuable resources, and engaging community discussions in this month's digest. Dive in for a dose of inspiration and stay connected with the latest updates!

April Highlights

Zoho Developer Hangout 15

This session was all about exploring how to strategically develop software that drives business growth. @David Afolabi–Group Program Manager, Systems, Analytics & Solutions Architecture/Engineering, Boost Media Group—gave practical insights into value chain architecture and learn how to align your solutions with evolving business processes. Watch the recording of this session here.

Extensions - India Bootcamps

We wrapped up the Zoho Developer Community Bootcamps in India! The bootcamps were all about building connections, getting expert tips from Zoho pros, and feeling the power of the community. Big thanks to the Zoho experts who shared their knowledge and to everyone who participated. This is just the beginning – stay tuned for even more opportunities to learn, connect, and collaborate in the next round of bootcamps! Here's a small recap from the Chennai bootcamp.

Upcoming Events

Note: To stay on top of the upcoming developer community events, keep an eye on this page.
  1. Zoho Extensions 101 – Extensions for Zoho Finance Suite: This series offers a comprehensive exploration of developing extensions and widgets for the Zoho Finance suite. Did you know that we have a dedicated portal in Sigma with which you can create extensions for a range of applications in the Zoho Finance Suite, including Zoho Books, Zoho Billing, Zoho Expense, Zoho Inventory, and Zoho Invoice? Starting with an introduction to Sigma and the Zoho Books platform, subsequent sessions cover creating extensions, testing, publishing, and listing apps in the Zoho Marketplace. Registration and more details here.

  2. Zoho QEngine 101: This series aims to enable attendees to create test cases from scratch, manage them under modules, and execute them for three different platforms—web, mobile, and API—using Zoho QEngine. With three sessions already completed, our focus will now shift to Mobile testing in the upcoming session slated for June 6. Register here.

  3. eSignatures with Zoho Sign: Discover how to create legally binding documents and seamlessly integrate Zoho Sign into your website or mobile application using Zoho Sign APIs and SDKs. Join us on May 16 to learn the importance of integrating a digital signature solution into your website, get a product walkthrough of Zoho Sign, and gain insights into utilizing Zoho Sign's APIs effectively. Register here.

  4. Zoho CRM APIs: In this series, you will learn about OAuth2.0 authorization used by Zoho CRM APIs, CRUD operations for retrieving, creating, updating, and deleting records, efficient search/query methods, data synchronization techniques for consistency across platforms, and working with SDKs for seamless integration of Zoho CRM functionality into applications. Check out part 2 of this series where we discussed Python SDK and the API credit system. In the upcoming session on May 29, we'll be covering Search API & COQL API. Register here.

  5. Zoho Apptics 101: In this series starting June 11, we’ll dive deep into every aspect of application analytics to help you understand how Zoho Apptics aids in measuring important KPIs that reflect your app's performance, growth, and engagement. Click here to register.

  6. Learning Table SeriesWe designed this series to provide users with valuable insights and knowledge about Creator's capabilities in various business use cases and applications. This year, 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 Education Industry was a success, and during the upcoming session, we'll be exploring Creator for the Manufacturing Industry.

    Title: Creator For the Manufacturing Industry
    Date: June 6, 2024
    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


  7. Creator Tech ConnectCreator'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. We are conducting a three-month series on mobile applications in Zoho Creator. The recent session of the series focused on rebranding mobile applications in Zoho Creator, while the upcoming session in the series will be about Mobile SDK in Zoho Creator.

    Title: Mobile SDK in Zoho Creator
    Date: June 13, 2024
    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

Resource Spotlight

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

Community Discussions

Zoho Developer Forum

  • This post is a goldmine for anyone working with Deluge scripting! @Rodger shares a struggle many face (confusing variable names) and nailed down a simple yet effective naming convention for variables and objects, making scripts way easier to read and manage. It's clear he's put a lot of thought into this, and kudos to him for generously passing on the knowledge.
  • Stuck with duplicate leads due to address variations in Zoho CRM? This community forum thread can help!
  • Look no further than this forum discussion if you're grappling with generating invoices from quotes in Zoho CRM, particularly with custom fields and API restrictions. Check out the code snippet shared by our MVP @Bhoomi to assist @Lili.
  • @Jean wants to nudge employees to fill a non-mandatory field in Zoho CRM. Our MVP @Hugh steps in with a clever client script that triggers a pop-up reminder upon saving. As @Jean digs deeper with follow-up questions, the conversation evolves with @Javier and @Subhash joining the mix to explore advanced options. Check it out here.

Developers ZUG Cliq Channel

Note: These conversations are confined to the Developers ZUG Cliq channel members. If you're keen on becoming a part of this space, please fill in this onboarding form to receive your invitation to join the channel.
  • A little delay is needed at times, only when it's a part of the code! @Labiol needed help with hard-coding a delay in his Deluge code, and thankfully, there was no delay in @Richard and @Mike coming to his aid with an effective, documented solution. Check it out here.
  • Sometimes the answer is right under the nose! @Eric Chrobak faced an issue spanning various Zoho Products, which required work with SQL, and @Ed jumped in with the simplest solution one can imagine. Check it out for yourself here!
  • They say there's more than one way to skin a cat. Apparently, there were also mutiple ways to solve @Reid's need to filter contacts and deals based on different stages in communication. Check out the different solutions offered by Mike and Sayali here!
  • Syncing data between applications lets users manipulate data in specific ways for specific needs. That's what Ram needed help with; syncing contacts between Zoho CRM and Zoho Books. Janani jumped in with sample code that saved Ram's day!
  • Calculating geographical distances is an integral part of a multitude of businesses, such as Real Estate, eCommerce, and so on, for varied use cases. When @Ron needed help, @Puneet took him a lot closer to solving his query on calculating geographical distances using Zoho Creator
  • Not all code that is written in Zoho's suite of products has to be in Deluge, Zoho's own coding language! Check out this interaction that happened when Vigneshwaran needed help with Javascript to retrieve records from Zoho Creator. 

Community Spotlight

ZDH Speakers

The contributions of our ZDH presenters have been instrumental in the success of the this segment. We extend our heartfelt appreciation for their efforts.

As a continuation of featuring a ZDH presenter each month, this time, we would like to introduce our 10th presenter @Eric Chrobak. Explore this post to discover the knowledge and insights he shared with the community.

Cliq Contributors

The Developers ZUG Cliq channel has consistently served as the primary hub for community members seeking technical assistance and engaging in savvy discussions. Here are our top contributors who have gone the extra mile to support and assist the Zoho Developer Community:



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

We appreciate you dedicating your time to peruse this month's digest. Make sure to follow the digest each month for the most recent updates and conversations. Stay connected and participate in the forums to be featured in the upcoming month's digest. Wishing you an amazing month ahead!

SEE ALSO




    Access your files securely from anywhere







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner






                                                            Manage your brands on social media



                                                                  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

                                                                                      • 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

                                                                                                            • Zoho API connection issues

                                                                                                              Hi, Today at around 1930 GMT our application started experiencing intermittent timeouts from the Zoho API. These intermittent timeouts are not enabling our app to work properly. The API connection was working just fine before. HTTPSConnectionPool(host='www.zohoapis.com',
                                                                                                            • Query Regarding our Partnership between AIC-JKLU and Zoho

                                                                                                              Dear Zoho Team, I am writing to raise a concern on behalf of AIC-JKLU, one of Zoho’s incubator partners. Recently, our startups have been facing difficulties while trying to get themselves onboarded on Zoho through our dedicated partner link. Unfortunately,
                                                                                                            • Disputed Purchase Invoices

                                                                                                              We have recently moved to Zoho Books from Sage. In Sage we were able to post a purchase/vendor invoice but mark it as on dispute. This would usually be a pricing query or if something was damaged. It would show in their ledger, so we could agree their
                                                                                                            • Getting events in the future

                                                                                                              Hi I am trying to get events in the future by calling this API Endpoint https://www.zohoapis.eu/crm/v8/Events?fields=Event_Title,Created_By,Created_Time,Start_DateTime But that gives me all events in the database. How do I make a query that returns all
                                                                                                            • Created Date/Invalid Fields

                                                                                                              Since Saturday we have suddenly had issues with our webhooks and data retrieval from CRM. Specifically how Created Date is handled. It appears there was some sort of change within CRM that broke a lot of our code that has been in place for several years.
                                                                                                            • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

                                                                                                              Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to
                                                                                                            • Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions

                                                                                                              Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authentication
                                                                                                            • integration zoho form - drive

                                                                                                              I integrated my form with Google Drive. The report of user submissions from the Google Form becomes a Google Sheets table. When I used Google Forms for the same task, the summary sheet adapted to the form. For example, if I added a new field to the form,
                                                                                                            • add employees and customiz

                                                                                                              I want a Zoho software to track employees record. I logged in a demo so now I tried adding employee, first thing when I click on add employee it takes me to a page where it says add user maximum 10 users, my first doubt why users I don't want employees
                                                                                                            • Revenue Management: #9 Revenue Recognition in Media & Publishing

                                                                                                              Media & Publishing industry has evolved in recent times. It offers subscriptions, bundles digital and print access, runs sponsored content, and sometimes even sells ad spaces. If you run a media or publishing business, you will always get into a situation
                                                                                                            • Zoho CRM Community Digest - July 2025 | Part 2:

                                                                                                              Hello, Everyone! We’re closing out July with a can’t-miss highlight: Zoholics Europe 2025! Happening from September to October, it’s your chance to level up your CRM skills, covering everything from automation and CPQ to dashboards and advanced workflows.
                                                                                                            • How can I trigger a flow action only once while updating contact?

                                                                                                              Hi, we have a trigger to merge&mail file when the field YYY is filled out. For this acion I used "Create or update module entry". But unfortunately we get tens of email on a day with this merged file, because the contact is being regularly updated. The
                                                                                                            • Copy a Record Template from one Form to another

                                                                                                              I have a Creator application with several forms.  I developed a record template for one of the reports/forms but want to use most of it for another of the form/report combinations in the application. Is there a way to copy the template (code or otherwise) to another form?
                                                                                                            • Tip of the Week #70 – Create common team signatures for your shared inboxes

                                                                                                              Did you know that a small detail, such as an email signature, can make a big difference in how your brand is perceived? One simple yet smart way to enhance your team’s communication is by creating common team signatures for your shared inboxes. Instead
                                                                                                            • Enhanced data export features: XLSX format, custom character encoding, and selective record export

                                                                                                              Greetings all, Here are a few enhancements related to exporting CRM data, including the ability to export data in XLSX file format now. The Export feature under Data Administration now offers new options that expand its flexibility and enable users to
                                                                                                            • Tip #42 – How to manage data security with Privacy Settings – 'Insider Insights'

                                                                                                              Data privacy is a cornerstone of trust in remote support. Through Privacy Settings in Zoho Assist, you can set up how data is gathered, stored, and handled in your organization. These settings ensure compliance, data protection for sensitive details,
                                                                                                            • Zoho DataPrep and File Pattern configuration

                                                                                                              I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex
                                                                                                            • Introducing Dark Mode / Light Mode : A New Look For Your CRM

                                                                                                              Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for
                                                                                                            • Quick Item Search & Auto-suggestion for Invoices

                                                                                                              Hi Team, I am facing an issue while creating invoices in Zoho Books. Currently, I have to type the full item name in the correct sequence and spelling for it to appear. For example, my item name is: "Distemper Acri Silk Special White 10kg" If I type something
                                                                                                            • Ticketbai! en el Pais Vasco

                                                                                                              Hola a todos, En enero de 2.022 se va a implantar en el país vasco un nuevo sistema de facturación, denominado ticketbai!, ¿hay alguna previsión de realizar las adaptaciones en zoho books o zoho invoices? Ignoro la cantidad de clientes que tienen estas
                                                                                                            • Zoho CRM mobile app feature update: home page widgets, field tooltips and user image upload

                                                                                                              Hello everyone! Your business doesn't pause when you're on the move, and neither should your CRM. That's why in our latest update, we've introduced a few new features to make your mobile CRM experience smoother and more efficient. Let's take a quick look
                                                                                                            • Zoho CRM Plain Text Template: Line Breaks and Formatting Issue

                                                                                                              Hello, I'm following the instructions to create email templates in Zoho CRM, but I'm having a problem with the plain text version. https://help.zoho.com/portal/en/kb/zoho-sign/integrations/zoho-apps/zoho-crm/articles/zoho-crm-email-templates#Steps_to_create_a_custom_email_template
                                                                                                            • Optimizing Task Handling: Auto-Remove Recurrence for cancelled Tasks.

                                                                                                              Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:
                                                                                                            • Important updates to your connectors

                                                                                                              Hello everyone, Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of the
                                                                                                            • Create, collaborate, and manage agreements with Zoho Sign

                                                                                                              Agreements drive business. We launched Zoho Sign in 2017 as a simple digital signature tool to sign agreements from anywhere, at any time. Over the years, we've learned that most agreements go through last-minute changes before they're signed. Our users
                                                                                                            • Function #25: Automatically generate purchase orders from a sales order

                                                                                                              We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is
                                                                                                            • Has Anyone successfully integrated Zoho and Sage Intact?

                                                                                                              Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,
                                                                                                            • DNS set up

                                                                                                              I want to create an email with my company domain. When I tried to add new record with cloudflare it didn't work. The DNS record can't be manually added. I followed the instruction but still can't add it. Could you help?
                                                                                                            • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

                                                                                                              ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▷▷参加登録はこちら:https://us02web.zoom.us/meeting/register/6OSF2Bh6TumsMIlDwaY_PQ ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho
                                                                                                            • hiding a topic from all but one segment (or list)

                                                                                                              My organization sends out a number of newsletters using Zoho Campaigns. One of those newsletters is for volunteers. In order to become a volunteer, a person has to first go through our volunteer orientation (training). After that, they can receive newsletters
                                                                                                            • How do I set up this automation correctly?

                                                                                                              When contacts enter my Subscribers list, I want it to reference a custom field to see if it is empty. Then I want it to do two things: If empty: Assign a tag based on a different custom field. If that custom field is empty, assign a different tag. If
                                                                                                            • Function #62: Display associated Quote on Invoice details screen

                                                                                                              Hello everyone! Today, we are sharing a Related List script that makes it easy to view and access the quote from which an invoice was created right from the invoice details screen. This Related List displays the Quote number and Amount, allowing you to
                                                                                                            • Custom confirmation message

                                                                                                              How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but rather
                                                                                                            • email forwarding not working

                                                                                                              Your email forwarding service does not work. I received the confirmation email and completed the confirmation, after that nothing and nothing since no matter what I have tried. Shame as everything else was smooth. I spose it's harder to run one of these web based internet mail services than you guys thought!!! can you fix the email forwarding asap PLEASE!
                                                                                                            • Desk x CRM Integration

                                                                                                              Howdy! We currently use SalesIQ but we are considering moving across to Desk as it seems to have more functionality that we want. One of the pulls is the ability for our customers to self serve. But, I might be getting over excited and not actually need
                                                                                                            • Function #53: Transaction Level Profitability for Invoices

                                                                                                              Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.
                                                                                                            • Issue with Save & Share Link – Works for Others but Not Creator

                                                                                                              I’ve enabled the "Save and Share" feature in Zoho Forms, and it works correctly for all users accessing the public link—except for me (the form creator). Issue Details: When I save and share the link, recipients see a “no permission” error. The form is
                                                                                                            • Save the pdf report from a registration form in a Folder

                                                                                                              Through Zoho Forms I created a registration form with quite a lot of rules to handle different variables (TEAM types, payment in installments, etc.), and the result is pretty good. The automatic PDF that is sent to the respondent upon submission is already
                                                                                                            • zoho forms integration to zoho work drive

                                                                                                              Scenario: A user fills out a Zoho Form, entering details such as email, mobile number, and other required information, and uploads supporting documents like PAN, Aadhaar, etc. Upon submission, the data is available in Zoho Forms Reports. Requirement:
                                                                                                            • Zoho Forms to Zoho CRM Integration failed - can I restart it?

                                                                                                              The integration of Zoho Form to Zoho CRM has failed. Is there a way for me to restart it for the impacted entry?
                                                                                                            • Next Page