Zoho Developer Community Monthly Digest - September 2024

Zoho Developer Community Monthly Digest - September 2024



Hello everyone,

This month's Developer Digest is packed with resources to help you build powerful applications. Learn how to leverage Zoho CRM's new features, explore the latest in Zoho Finance and Catalyst, and join exciting bootcamps, webinars, and insightful conversations to become a pro Zoho Developer!

Upcoming Events

Creator Tech Connect 

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. The previous session focused on managing users and applications in Zoho Creator with Zoho directory, and in the upcoming session, we will explore managing domains, controls, and security policies in Zoho Creator using Zoho Directory.

Title: Domains, controls, and security policies in Zoho Creator using Zoho Directory
Date: October 10, 2024
APAC & ANZ: 11 AM to 12 PM IST - Register here
EMEA: 4 PM to 5 PM IST - Register here
Americas: 9 PM to 10 PM IST - Register here

Zoho Apptics 101 

Date: October 15, 2024
Time: 12:30 pm IST & 9:30 PM IST
Title: Bug Reporting and In-App Feedback

In this series, 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. Registration and more details here.

Zobot Bootcamps - India

Location
Date
Time
Ahmedabad
Oct 19
9:30 am to 5 pm IST
Madurai
Oct 26
9:30 am to 5 pm IST
Coimbatore
Nov 09
9:30 am to 5 pm IST

We're thrilled by the support and reception we've had so far for the Zobot Bootcamps in the first six cities on our schedule. We can't be more excited to meet you all in your cities soon and equip you to build fully functional AI chatbots for your business or as a service for your clients using Zoho SalesIQ's Zobot platform. This is a great opportunity to network with fellow developers and Zoho users, interact with Zoho experts, share ideas and experiences, and grow together as a community. Register for a bootcamp in a city near you!

Catalyst Bootcamp: Build an NLP-powered ecommerce bot

Date & Time: October 24, 2024
Time: 8:30 pm - 9:30 pm IST or 8 AM - 9AM PT

Is your ecommerce store struggling with customer service overload and missed sales opportunities? Transform your ecommerce store with a custom AI-powered chatbot. Learn how to create a custom AI chatbot that handles inquiries 24/7, recommends products, and boosts conversions. Our webinar shows you how to build your own chatbot, tailored to your unique business needs that enhances customer experience and drives sales growth. Join us to unlock AI's potential for your online store in just 10 simple steps.

Zoho CRM Client Script 

Date: October 24, 2024
Time: 9:30 pm IST / 9:00 am PDT

Fueled by popular demand, we're back with a line-up of sessions in the Client Script series, focusing on advanced features and real-time business applications. Learn how to tailor Zoho CRM by defining highly interactive and responsive interfaces to cater to real-time business needs as our experts and guest speakers from the community walk you through the basics of Client Scripts and showcase various use case implementations. Registration and more details here. If you're interested to showcase your Client Script projects to the community in one of these sessions, write to us at developer-community@zohocorp.com

Learning Table Series

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 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 Healthcare Industry was a success, and during the upcoming session we'll be exploring Creator for the Technology industry.

Title: Creator for the Technology industry
Date: November 7, 2024
APAC & ANZ: 11 AM to 12 PM IST - Register here
EMEA: 4 PM to 5 PM IST - Register here
Americas: 9 PM to 10 PM IST - Register here

Feature Spotlight

Announcing Early Access to Catalyst's Newest Features

We're thrilled to announce the early access launch of Catalyst's newest powerhouse features designed to supercharge your application development!

Catalyst Signals: Elevate your event-driven architecture with Catalyst Signals, the event bus service that routes events in real-time across Zoho services and platforms like Shopify. Forget traditional webhooks! Signals seamlessly integrates events without consuming webhook API calls, reducing latency and saving costs. Automate workflows, kick off analytics, and create dynamic event-based systems effortlessly.

Catalyst NoSQL Database: Experience the power of a fully managed NoSQL storage solution! Now, store structured, semi-structured, and unstructured data with ease. Perform CRUD operations using Catalyst SDKs in Java, Node.js, and Python or through APIs. Plus, seamlessly migrate your existing AWS DynamoDB databases with just a few clicks.

Stratus: The ultimate cloud object storage solution! Store unlimited data in any format with built-in caching, encryption, and versioning. Effortlessly migrate from GCP, Amazon S3, or Azure Blob Storage into Catalyst. Stratus is here to fulfill all your storage needs with unmatched flexibility.

Job Scheduling: Our new job scheduling feature lets you handle tasks with minute-level precision using advanced cron expressions. Manage everything from a comprehensive dashboard, ensuring smooth, automated workflows.

Register now for early access and take your development to the next level! 

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

Zoho Developer Forum

Developers ZUG Cliq Channel

Info
These conversations are confined to the Developers ZUG Cliq channel members. If you're keen on becoming a part of this space, visit our website, click JOIN NOW, and complete the form to get an invite to the channel.

Community Spotlight

ZDH Speakers

As a continuation of featuring a ZDH presenter each month, this time, we are delighted to introduce the 15th episode presenter @David Afolabi. Explore this post to discover the knowledge and insights he shared with the community.

Cliq Contributors

Here are our top contributors who have gone the extra mile to support and assist the 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 and the Cliq channel to be featured in the upcoming month's digest. Wishing you an amazing month ahead!

SEE ALSO


    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.






                              Zoho Developer Community




                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts





                                                              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

                                                                                                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

                                                                                                                • Work Orders / Bundle Requests

                                                                                                                  Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of
                                                                                                                • Izettle or Sumup Integration for Zoho Books.

                                                                                                                  The Stripe & Square clearing works great in Zoho Books. Any further integrations planned in the future for Izettle or Sumup? These card processors are very common for taking payments with a card reader.
                                                                                                                • Train Zoho Answer Bot Based on Customer

                                                                                                                  Hi all, Is it currently possible to mark Help Centre articles to a specific customer, and restrict the answer bot to only use relevant information if it is either marked as "General", or tagged for the specific customer in question? We currently have
                                                                                                                • Detailed list of scoring rules in Zoho CRM

                                                                                                                  Good morning Zoho community, warm greetings The reason for my message today is that I have a problem with my CRM, which I will explain below: Our organization has scoring rules designed to rate our potential customers or leads in the application based
                                                                                                                • Trying to access records in a custom module in Zoho Desk and not having luck

                                                                                                                  I've built a custom module in Zoho Desk and am using a custom function to query the records in the module and I'm not having any luck. The only way I have found to retreive a record is by getting it by its recordID (the long zoho assigned one). The function
                                                                                                                • Composite items inside of composite items; bill of materials needed

                                                                                                                  Hi Zoho and Everyone, I am evaluating whether Zoho Inventory will work for my small business. I grow and harvest herbs and spices but also get from wholesalers. I use all these items to make herbal teas, but also sell them as individual items on my Shopify store and Etsy. I discovered the composite item bundling and am wondering if I could get some assistance since there is no bill of materials: Our herbal company's best selling tea is a sleepytime tea. Sleepytime Tea can be purchased in three weights
                                                                                                                • ZOHO Books Smart Accounting Software for Travel Agency

                                                                                                                  Dear Travel partner, Contact for Travel Agency Accounting Setup & Training Vansh Travel (ZOHO Books Authorised partner) Email: info@vanshtravel.com Mo: +91 98984 95155 Please find PDF   
                                                                                                                • 452 Mailbox delivery restricted by policy error

                                                                                                                  We have been testing Zoho desk for about a week now and have been forwarding emails in via an Exchange Online Mail flow rule without issue until yesterday. Suddenly yesterday morning we started getting the vast majority of the emails stuck in Pending
                                                                                                                • Send Email reply on behalf of Agent

                                                                                                                  Hi, When using the send email reply via the API I can set the reply on behalf of the customer by using impersonatedUserId in the header of the API call. Is there a way to do this for Agents too? I need to be able to send an email reply on behalf of an
                                                                                                                • Sharing Tickets to a team within a department

                                                                                                                  Hi there, We have a need for one department to be able to share tickets to a specific team within a department, I'm wondering if this is possible? All the shared tickets are going into the 'Shared Tickets' view for the whole department but is there a
                                                                                                                • Removing To or CC Addresses from Desk Ticket

                                                                                                                  I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email. For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This results
                                                                                                                • Do not use isnull()

                                                                                                                  Does not always return booleans. Can also return null. Never use this function. Just use var==null instead.
                                                                                                                • Organization wide Account and Contacts Visibility/Sharing Capabilities?

                                                                                                                  Has anyone figured out a way to make visibility or sharing of Accounts and Contacts to be available across the entire organization without having to have every individual user edit their Sharing permissions? For our sales folks they need to be able to
                                                                                                                • Is there a way to configure dark mode for Campaigns emails that go out to customers?

                                                                                                                  I've found a lot of information on how to configure dark mode for my (The user) personal Zoho workspace and email, but is there any way to edit dark mode settings on emails that we send out to customers via campaigns?  We sent out a test email the other
                                                                                                                • When Does WorkDrive integrate with Books?

                                                                                                                  When Does WorkDrive integrate with Books?
                                                                                                                • How do I import Connected Records for a Deal?

                                                                                                                  Can you point me to an example of the CSV file that would add related records to an existing CRM Deal? I imported a Deal, then tried importing a connected record using a unique ID that references the Deal ID, but it doesn't attach it to the Deal rec
                                                                                                                • FSM integration with Books

                                                                                                                  Hi, I have spent a few months working with FSM and have come across a critical gap in the functionality, which I find almost shocking....either that, or I am an idiot. The lack of bi-directional sync between Books and FSM on Sales Orders/ Work Orders
                                                                                                                • How to close an estimate ?

                                                                                                                  Hello, I have created estimates, and converted them to invoices to get 50% payment. Now I have 2 cases where the estimate stills shows status partially invoiced, however: 1. for one of them, project stopped half way, so the remaining part will never be
                                                                                                                • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

                                                                                                                  Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient
                                                                                                                • How do you print out the invoices comments

                                                                                                                  I have some invoices where i need to print out the comments that show when reminders and etc were sent how do we print those out in Zoho Books.
                                                                                                                • Unable to load a specific image

                                                                                                                  Hi I am trying to upload an svg file, which reports that there is "a problem with the file", but does not say what sort of problem. I can't find anything which says which files are supported, so it may be it does not support svg. (which would be a real shame) The file itself will open in either Firefox or Chrome without problem. For the moment I am using a png file, which does not zoom well of course. David
                                                                                                                • Why does the Address field show the wrong map location even with a correct Pincode?

                                                                                                                  I am noticing an issue with the Address field map in Zoho Creator. When I enter a city name that exists in multiple locations within the same state, the map sometimes points to the wrong area even if I have entered the correct Pincode. Currently, it seems
                                                                                                                • Uploaded files are not included when using "Include user submitted data" in Email Notification

                                                                                                                  In Send Email notification workflow in Zoho Creator, there is an option called "Include user submitted data" which allows the email to contain all the form submission details. However, when this option is enabled, files or images uploaded through File
                                                                                                                • Books <-> CRM synchronisation with custom Fields

                                                                                                                  Hello, We are synchronising Books Customers with CRM Accounts. In CRM Accounts I set up last year a "segments" multiselect field shown below In Books, I set up a custom multi-select field with the same value as in the CRM And set up the synchronisation inside Books. Want to synchronise the Books Segments with the CRM Segments, but the later doesn't exist, and another non-existing is there ?! First, I don't understand where the field Segmentation is coming from. Second, I set CRM Segmentation to sync
                                                                                                                • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

                                                                                                                  Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage
                                                                                                                • Archive Option in Conversation View

                                                                                                                  Hello, I have a suggestion\request to add an "Archive Thread" button in conversation view of Zoho Mail. The best suggestion I have is to put an "Archive Thread" button next to the "Label Entire Thread" button in conversation view. Most users don't just
                                                                                                                • Outlook/Hotmail Blocking Zoho SMTP IPs (S3150)

                                                                                                                  We are currently facing a serious deliverability issue with Zoho SMTP while sending transactional OTP emails for our production application. Emails sent to Outlook / Hotmail addresses are being rejected with the following error: 550 - 5.7.1 Unfortunately,
                                                                                                                • Outlook is blocking incoming mail

                                                                                                                  Outlook is blocking all emails sent from the Zoho server. ERROR CODE :550 - 5.7.1 Unfortunately, messages from [136.143.169.51] weren't sent. Please contact your Internet service provider since part of their network is on our block list (S3150). It looks
                                                                                                                • Track Marketing Automation Campaigns in Zoho CRM

                                                                                                                  Hello, I've been searching but haven't found the exact answer to this question. I am looking to track Marketing Automation email campaigns and activities inside of Zoho CRM. Use Case: Action: Prospect Submits A Lead Form Outcomes: Prospect created in
                                                                                                                • Zoho Social API for generating draft posts from a third-party app ?

                                                                                                                  Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.
                                                                                                                • Temporarily rate limited due to IP reputation.

                                                                                                                  We have suddenly started receiving the following Mail Delivery Status Notification: Diagnostic-Code: 4.7.650 The mail server [136.143.184.12] has been temporarily rate limited due to IP reputation. For e-mail delivery information, see https://aka.ms/postmaster
                                                                                                                • Incorrect Functioning of Time Logs API (Version 3)

                                                                                                                  We need to fetch the list of time logs for each task for our company internal usage. We are trying to achieve it by using the next endpoint: https://projects.zoho.com/api-docs#bulk-time-logs#get-all-project-time-logs Firstly, in the documentation the
                                                                                                                • IMPORTANT: It doesn´t search for letters with portuguese characters.

                                                                                                                  Some of my articles have for example the word "vídeo". But if I search for "vídeo" it doesn´t find them. If I search for "video" it does find them. Idealy, it should find the articles either way. But if I have to choose, it would be better to find the
                                                                                                                • IMPORTANT: It doens´t show full article name on search - Should add line break

                                                                                                                  When we search for articles, it doesn´t show the full name. There should be a line break so the user can see the full article name, otherwise the user can´t know if that´s the article he/she is looking for. This is very important, otherwise the user has
                                                                                                                • Zoho Books - Payment Gateway - Revolut

                                                                                                                  Hi Books Team, My feature request if to include the popular platform Revolut as a payment collection option on invoices in Zoho Books. Please upvote if you are also looking for this option.
                                                                                                                • Zoho Books | Product updates | January 2026

                                                                                                                  Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With the
                                                                                                                • Kaizen #233 - Generating AI-powered Follow-up Emails Using CRM Functions and Widgets

                                                                                                                  Hey everyone! Welcome back to another interesting post in the Kaizen series! Sales teams regularly capture interaction notes in CRM after speaking with prospects. However, drafting a follow-up email that reflects the conversation context can be repetitive
                                                                                                                • Connect Bank in Zoho Books

                                                                                                                  Can I connect UOB or Ariwallex in Zoho Books?
                                                                                                                • Using MPN across multiple SKUs and inventory tracking

                                                                                                                  I have several different SKU's that share a common MPN and would like to track inventory by MPN. SKU1 has MPN1 assigned SKU2 has MPN1 assigned Here is an example If I start with 5 of MPN 1 in stock I want each SKU1 and SKU2 to show as 5 in stock, If I
                                                                                                                • Extend Zoho Canvas Customization to Zoho Creator Forms and Reports

                                                                                                                  Currently, Zoho Canvas allows users to design and customize the UI of Zoho CRM modules with a much better visual experience. This helps organizations create cleaner layouts, improve usability, and design interfaces that match their workflows. However,
                                                                                                                • Next Page