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







                            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

                                                                                                              • Ticket Status email

                                                                                                                Good day, This was discussed in the past, but it would be helpful if we could have the system assign a custom response to a status. We have various statuses for tickets, e.g. "closed due to no response", or "Pending Status", it would be helpful for the
                                                                                                              • Is there an API to "File a Ticket" in Desk

                                                                                                                Hi, Is there an API to "File a Ticket" in Desk to zoho projects?
                                                                                                              • Zoho Desk View Open Tickets and Open Shared Tickets

                                                                                                                Hi, I would like to create a custom view so that an agent can view all the open tickets he has access to, including the shared tickets created by a different department. Currently my team has to swich between two views (Open Tickets and Shared Open Tickets).
                                                                                                              • Keyboard UX for Assemblies

                                                                                                                The new Assembly module has a counter-intuitive behavior that ought to be corrected. When an Assembly is ready to be entered, there are two options given, the blue-highlighted "Assemble" and the gray "Save as Draft". This correctly implies that the normal
                                                                                                              • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

                                                                                                                Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able
                                                                                                              • Cliq iOS can't see shared screen

                                                                                                                Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
                                                                                                              • Zoho Desk API - Influence which layout is used

                                                                                                                Hello, how can the ticket layout be changed using the API? I would like to choose the layout directly when creating the ticket. If this is not possible, my question would be how can I change it afterwards? Best regards, Sven
                                                                                                              • How to Move Behavior, Acquisition, Polls & Forms Data from Zoho PageSense to Zoho Analytics?

                                                                                                                Hi Zoho Community, I'm looking for a way to transfer data from Zoho PageSense to Zoho Analytics, specifically: Behavioral data (clicks, scrolls, heatmaps, etc.) Acquisition data (traffic sources, campaigns, etc.) Polls and forms data As far as I can tell:
                                                                                                              • Why can't I see images uploaded by other users in the Library for Campaigns

                                                                                                                We are several users of zoho Campaign. I have uploaded visuals of our company, but my team members can't see them.
                                                                                                              • zoho sheet stuck

                                                                                                                I Need help. ZOHO sheets stuck on the loading screen. I've already deleted the system cache and cookies of my browser (google chrome) but it's still not opening. 
                                                                                                              • Turn off Knowlege Base Follow options and Follower lists

                                                                                                                Is there a way to hide or turn off the option in the Knowledge Base for users to follow specific departments/categories/sections/articles? If not, is there a way to turn off the public list of followers for each of those things? Otherwise, customer names
                                                                                                              • Future Orders - Due Date

                                                                                                                Hi In my role, I can receive tickets where the work required is requested months in advance. Using a Future Orders option, which I believe was setup under the On Hold status type, hides the Due Date, in all views/ticket etc. Whilst I understand the reasoning
                                                                                                              • Tip of the Week #78 – Cut response time with multichannel shared inboxes

                                                                                                                If you’ve ever felt your team juggling between multiple email accounts, social pages, and chat apps just to reply to customers, you’re not alone. Managing conversations in multiple channels can quickly turn messy. Important messages across inboxes, replies
                                                                                                              • Need a way to run a client script longet than 10 seconds

                                                                                                                By The Grace of G-D. Hi, Currently, Client Scripts are Timing out at 10 seconds. We have complex logics that needs more time. Can you add a feature request to increase the timeout?
                                                                                                              • FSM - Associating and selecting Contacts based on Service Addresses

                                                                                                                Hi FSM team, I've come across an FSM limitation I wanted to share for improvement. I'm currently configuring FSM for a client who provides heating system install and maintenance services. The are often sub contracted by building management companies to
                                                                                                              • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

                                                                                                                Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful
                                                                                                              • FSM Improvement Idea - Show an Import button when there is no data

                                                                                                                I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import
                                                                                                              • Duplicate customers being created in Desk

                                                                                                                Hi I've trying to work out why I've getting duplicated customers being created in my desk. I have an external booking system that generates an email when I get a customer booking a job. A booking email gets sent to Desk where I manage the booking and
                                                                                                              • Unable to Send Different Email Templates for Different Documents in Zoho Sign

                                                                                                                Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer
                                                                                                              • Timeline Tracking Support for records updates via module import and bulk write api

                                                                                                                Note: This update is currently available in Early Access and will soon be rolled out across all data centers (DCs) and for all editions of Zoho CRM. The update will be available to all users within your organization, regardless of their profiles or roles.
                                                                                                              • How to change position button transtition of Blueprint?

                                                                                                                Hi Everyone, Look at my screenshoot, it is possible move the reject button to the right? I couldn't find that setting in the blueprint. Thank you.
                                                                                                              • Record history and ticket interaction tab in contacts and accounts

                                                                                                                Hello everyone! We have improved the History tab to help users trace updates in the interaction activity logs of the Contacts and Accounts detail pages in the Customer Module. This enhancement make it easier to get clear details about who made each update,
                                                                                                              • UI Improvement - Ability to Collapse Flow

                                                                                                                The UI for Flow is generally pretty good. However, when multiple decision trees are used, the layout can get pretty convoluted and hard-to-follow (see one of my Flows below): In these cases, even the auto-arrange fails to make this something that a normal
                                                                                                              • Tasks Statuses

                                                                                                                Hi, The task status "Completed" is a final status which closes the task. We need to have a status "Cancelled". However, when the status is set to "Cancelled", the task prompt still has a blue button to Close Task. When the customer clicks that and closes
                                                                                                              • Add Lookup Field in Tasks Module

                                                                                                                Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (
                                                                                                              • Create New Tasks Layout in CRM

                                                                                                                I am able to do this in Leads, Contacts, Meetings, Calls - every other module, but cannot create a new layout in tasks. I have the appropriate access but it's simply not appearing as an option. Only "Standard" option shows. Please help!
                                                                                                              • Whatsapp Connection Status still "Pending" after migration

                                                                                                                Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?
                                                                                                              • Meet Canvas' Grid component: Your easiest way to build responsive record templates

                                                                                                                Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.
                                                                                                              • Multi file upload

                                                                                                                Hi, I just wonder if one could upload multiple files in one shot, say between one and three files, without adding multiple File Upload fields? Thanks, Alalbany
                                                                                                              • Using IMAP configuration for shared email inboxes

                                                                                                                Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
                                                                                                              • Auto-Invite Users to Portals in Zoho CRM based on Conditions

                                                                                                                Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users to
                                                                                                              • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

                                                                                                                Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
                                                                                                              • Auto-sync field of lookup value

                                                                                                                This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.
                                                                                                              • Zoho Recruit Subscription

                                                                                                                Hello Zoho Recruit Team, Good day! I would like to inquire about your recruitment subscription plans and would also like to verify the current subscription our company is enrolled in under Zoho Recruit. Thank you, and I look forward to your response.
                                                                                                              • Keyboard shortcut M key

                                                                                                                I'm trying to customize my keyboard shortcuts and assign the "m" key. But it says the key is already assigned. I've looked through all my shortcuts and can't see any assigned "m". When I select an email and press the M key, nothing happens. What is the
                                                                                                              • Is it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?

                                                                                                                We are using Google's own "Zoho CRM for Google" integration and also Zoho's "Google Apps Sync" tools, but none of them provide us with the ability to create a meeting in Zoho CRM that then adds a Google Meet link into the meeting. Is this something that
                                                                                                              • Ensure Consistent Service Delivery with Comprehensive Job Sheets

                                                                                                                We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on
                                                                                                              • Automatic Portal invite

                                                                                                                We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow? Latest Update (December 2025): The option to automate portal invitations
                                                                                                              • Marketer's Space: Why mobile optimization deserves a place in your email strategy

                                                                                                                Hello Marketers, Welcome back to Marketer's Space! Today, we'll talk about the importance of creating mobile-friendly email designs. While mobile phones were once used only to make phone calls, today they're used for almost everything, including texting,
                                                                                                              • Enhancements in Canvas

                                                                                                                Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! Reusable
                                                                                                              • Next Page