Zoho Developer Community Monthly Digest - August 2024

Zoho Developer Community Monthly Digest - August 2024



Hello everyone,

Get ready for another exciting month of Zoho development! Our August digest is packed with events, resources, and community discussions to empower you as a Zoho developer. Let's dive right in!

Upcoming Events

To stay on top of the upcoming developer community events, keep an eye on this page.

Zoho RPA

Zoho RPA is a Robotic Process Automation platform that helps automate manual, repetitive, and tasks that follow specific rules in businesses and helps in streamlining processes, reducing errors, and increasing efficiency. Whether you're just getting started with Zoho RPA or looking to deepen your knowledge, this training is designed to help you optimize your automation efforts. This is a 3-day training with each day offering a one-hour session, accommodating various time zones.

Title: Get to Know Zoho RPA - Optimize, Accelerate & Transform your Automation Journey
Dates: Sept 10 – Sept 12, 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

Zoho Creator Developers' Month

It’s that time of the year again! September is Creator Developers’ Month, where we devote the entire month to empowering developers worldwide through low-code. Join our exclusive September campaign and enjoy a 50% discount on our Zoho Creator online trainings. Learn everything from the basics to advanced concepts in Zoho Creator, including Deluge scripting, integrations, automations, and mobile features.

Stage 1- Basic concepts in Creator - building applications using different components in Zoho Creator (for Business Users)
Stage 2 - Advanced concepts in deluge, integration, automations in applications, and mobile features (for Developers)

APAC, ANZ & EMEA  (1:30 PM to 5:30 PM IST)
Sept 9 – 11: Stage 2 - Registration Link

Americas (9:30 pm to 1:30 am IST)
Sept 16 – 18: Stage 1 - Registration Link
Sept 23 – 25: Stage 2 - Registration Link

Bonus: After completing the training, you will be provided an opportunity to take the Zoho Creator Certification exam to validate your skills.

Zobot Bootcamps - India

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!

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.

Zoho Apptics 101

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.

Zoho CRM Client Script 

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

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 recent series focussed on SAML and Active Directory in Zoho Creator and during the upcoming session we will explore about Managing users and applications in Zoho Creator with Zoho Directory.

Title: SAML and Active Directory in Zoho Creator
Date: September 12, 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 our Zoho Developer Community website to stay informed about the latest updates in the developer community.

Community Discussions

Zoho Developer Forum

  • @Anonymous User was struggling to add Google Click Identifier (GCLID) to Zoho CRM Leads using the UPSERT API and was considering a complicated workaround. Thanks to a quick response from @Anonymous User, Andrew realized it was just a small testing oversight—problem solved in no time! 
  • @Anonymous User was trying to set up email reminders for Zoho CRM tasks based on the "Due_Date" field but kept running into errors. After a little tweak here and a nudge there with the help of the community, everything fell into place—combining email and popup reminders, they got everything working smoothly, thanks to good ol' teamwork!
  • The power of community? When your code’s giving you a headache, they’ve got the aspirin ready! Here's a classic example of such a case - When @Anonymous User couldn't get a variable to work with the search function, @Anonymous User swooped in with a quick code fix that did the job.

Developers ZUG Cliq Channel

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.
  • Widgets are one way to make your work a lot simpler, and launching them on Zoho Marketplace is one way to help others as well make their work simpler. Check out this awesome (yet free!) widget launched by @Puneet chandhok, which autocompletes addresses in Zoho CRM!
  • And speaking of widgets, check out this template Doug created for building widgets, with support for dynamic configurations!
  • Who doesn't like a good GitHub repository that simplifies their work?! Take a look at thesesCatalyst Node JS functions compiled and shared by Nagarajan. Now that deserves a round of applause!
  •  If there's one thing that makes integrating Zoho products easier, it's to use Deluge—Zoho's proprietary scripting language. And a great starting point is this Deluge Roadmap shared by Rafi (who, btw, just got his Zoho Creator certification, followed by a deluge of appreciation from the community folks!) If you'd like to go more into detail, check out our Deluge 101 series. Also, stay tuned for our in-person Deluge bootcamps coming up pretty soon!
  • The first step of anything coding-related in any Zoho product is the authentication; a seemingly simple yet uber-crucial step. Venessa lends Buddy a helping hand with the same, which results in the longest conversation thread in the history of the Zoho Developer User Group Cliq channel!
  • Sometimes the simplest solutions are right under the nose! Doug faced an issue which was ultimately solved by the oldest solution known to man: turning it off and back again! But, there's more than that to this conversation! It's a classic example of the kind of knowledge exchange that happens within the Zoho Developer Community!

Community Spotlight

ZDH Speakers

As a continuation of featuring a ZDH presenter each month, this time, we are delighted to introduce the 13th episode presenter @Anonymous User. 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 to be featured in the upcoming month's digest. Wishing you an amazing month ahead!


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                                                                                                                • Recent Topics

                                                                                                                • Bookings duration - days

                                                                                                                  Hi team, Is there any way to setup services/bookings that span multiple days? I am using Zoho Bookings for meeting room bookings. Clients may wish to book a room for more than one day, for up to a month.  If not, is there a plan to allow services to be setup with durations of Days as well as hours and minutes? Many thanks, Anna.

                                                                                                                • Customer address in Zoho Bookings

                                                                                                                  Hello,  Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps.  It would also be advantageous for the "list view" to show appointment times instead of just duration and booking

                                                                                                                • Organize and manage PDFs with Zoho PDF Editor's dashboard

                                                                                                                  Hello users, Zoho PDF Editor's dashboard is a one-stop place to upload, sort, share PDF files, and more. This article will explore the various capabilities that Zoho PDF Editor's dashboard offers. A few highlights of Zoho PDF Editor's dashboard: Upload

                                                                                                                • Feature Request - Allow Customers To Pick Meeting Duration

                                                                                                                  Hi Bookings Team, It would be great if there was an option to allow customers to pick a duration based on a max and minimum amount of time defined by me and in increments defined by me. For example, I have some slots which are available for customers

                                                                                                                • New feature: Invite additional guests for your bookings

                                                                                                                  Hello everyone, Greetings from Zoho Bookings! We are happy to announce the much-awaited feature Guest Invite, which enhances your booking experience like never before. This feature allows additional participants to be invited for the bookings to make

                                                                                                                • Changing the owner of a call

                                                                                                                  Am I correct in my conclusion that I cannot change the owner of a call in Zoho? The field does not show up in the screen, nor can I make it show up as the systems does not give me that option. I cannot "mass update" it either. I tried it, but Zoho refuses to change the name of the owner. Please help out: how do I change the owner of a call.

                                                                                                                • Unified Notes View For Seamless Collaboration

                                                                                                                  To facilitate better coordination among different departments and team members, the notes added to a record can now be accessed in all its associated records. With this, team members, from customer service representatives to field technicians, can easily

                                                                                                                • Remove Profiles from "Forecast" Module

                                                                                                                  How can I remove Profiles from My forecast Module? Image Below The only revenue generators are the VP's, and the Estimation Managers, and the Estimators subordinate to the Est. Managers. How can I remove the unused Profiles? Its frustrating to see them

                                                                                                                • Integrate Excel or Zoho Sheet functions / calculations to CRM product module

                                                                                                                  Hello Community, I hope someone more experienced can help me with this question. Our price / payment plan calculations are in an Excel spreadsheet and I would like to use all those functions / calculations in my Products module. So when we send a quote

                                                                                                                • Sync CRM Contacts to USER'S contacts on Office 365

                                                                                                                  I can see that the O365 sync is transferring contacts backwards and forwards between Zoho CRM and Office365. But it has created a separate address book in Office 365 called "Zoho CRM Contacts". This address book is not used by Office/Outlook's email function

                                                                                                                • Uplifted homepage experience

                                                                                                                  Editions: All editions. Availability update: 17th February 2026: All editions in the CA and SA DC | JP DC (Free, Standard and Professional editions) 23 February 2026: JP (All Editions) | AU, CN (Free, Standard, Professional editions) 27 February 2026:

                                                                                                                • Logging Out of FSM

                                                                                                                  I have tried to log out of FSM app of the last person and it will not let me do so. I need to log in to my account.

                                                                                                                • Restoring records from the recycle bin programatically

                                                                                                                  Background I'm working on a piece of software to automate conversion of Leads into Deals based on order status from my company's website. The process is mostly complete, right now I'm just working on handling a few edge cases to ensure data integrity.

                                                                                                                • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

                                                                                                                  Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?

                                                                                                                • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                                                                                                  Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. Latest

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

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

                                                                                                                • SalesIQ Identity Update for Logged In Wordpress User

                                                                                                                  Hey folks, SalesIQ does not automatically detect when a visitor logs in to WordPress and update their identity to match. For example, if a client of ours visits the site and logs in, SalesIQ will not track them correctly by default. The Solution The solution

                                                                                                                • Feature Request – Conditional Visitor Information Request in Zoho SalesIQ

                                                                                                                  We would like to request the ability to conditionally ask for visitor details based on the communication channel used in Zoho SalesIQ. Specifically: When a visitor initiates a conversation through the live chat widget on the website, we want to continue

                                                                                                                • Zoho Sign Not Delivering

                                                                                                                  I have sent several contracts out via Zoho Sign.   They do not seem to be getting delivered.  I had one person receive it, but the others have not.   I had one person tell me they sent it back to me and never got it and doesn't show as signed.  I've sent

                                                                                                                • Add zoho calendar to google calendar

                                                                                                                  Hi I keep seeing instructions on how to sync Zoho CRM calendar with google calendar but no instructions on how to view Zoho calendar in my google calendar.

                                                                                                                • Promote a layout to standard so I can delete one layout

                                                                                                                  Similar to this and many other topics: https://help.zoho.com/portal/en/community/topic/set-layout-as-standard The problem, every model has a standard layout, which is what we use most of the time... But as the business grows and evolves we may have to

                                                                                                                • Workdrive on Android - Gallery Photo Backups

                                                                                                                  Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma

                                                                                                                • Auto sync Photo storage

                                                                                                                  Hello I am new to Zoho Workdrive and was wondering if the is a way of automatically syncing photos on my Android phone to my workdrive as want to move away from Google? Thanks

                                                                                                                • Is anyone experience missing functions in the new UI until hard refresh?

                                                                                                                  The set of functions including search is almost always missing upon loading an app in the new UI. If you refresh, the functions return. (see second screenshot) Anyone else experiencing this?

                                                                                                                • Conversion Rate – Won Deals over Assigned Prospects

                                                                                                                  Hello, I would like assistance configuring a KPI in Zoho Analytics titled: Objective of the calculation: Number of Won Deals divided by Total number of assigned prospects (not only converted prospects). Important clarification: The denominator must include

                                                                                                                • Not receiving New Ticket Emails

                                                                                                                  Hello! The company I work for uses the Zoho ticketing system, however, I've noticed I'm not receiving email notifications when new tickets are published. I have admin rights to see these tickets on Zoho Desk and respond to them, but am not receiving the

                                                                                                                • Can't update a field on a parent form from a child form's On Success workflow

                                                                                                                  Title: Can't update a field on a parent form from a child form's On Success workflow Hi everyone, I'm building a simple Golf Lesson Tracker app and I'm stuck on what should be a basic operation — updating a number field on a parent form when a child form

                                                                                                                • Approvals in Zoho Creator

                                                                                                                  Hi, This is Surya, in one of  my creator application I have a form called job posting, and I created an approval process for that form. When a user submits that form the record directly adding to that form's report, even it is in the review for approval.

                                                                                                                • Upload from Zoho Creator File Upload field to OpenAI Vector Store

                                                                                                                  I’ve struggled for quite a while to get this working properly. For a long time we relied on Azure Functions as a workaround to handle file transfers between Zoho Creator and OpenAI Vector Stores. It worked, but added unnecessary infrastructure and complexity.

                                                                                                                • Allow Admin to Configure Report > More Options Button

                                                                                                                  As an Admin, I want to configure the options of the Report > More Options button to improve UX and reduce Developer overhead. See attached screenshot. Original question posted here: https://help.zoho.com/portal/en/community/topic/modify-standard-rep

                                                                                                                • Calendar start time limit

                                                                                                                  Hi all, Has anyone found a magical way to filter calendar reports to start from, let's say 8:00, and not 0:00? Or at least to auto scroll there like Google Calendar for example?

                                                                                                                • Enable Free External Collaboration on Notecards in Zoho Notebook

                                                                                                                  Hi Zoho Notebook Team, I would like to suggest a feature enhancement regarding external collaboration in Zoho Notebook. Currently, we can share notes with external users, and they are able to view the content without any issue. However, when these external

                                                                                                                • EU Problem

                                                                                                                  Hi all, we've been facing issues with the Europe data center for two days. It's starting to disrupt our daily workflow. Any word on when this will be resolved?

                                                                                                                • How can I clone my website in order to try new templates?

                                                                                                                  I want to try a new template for my existing Zoho website without the risk of changing the current site or accidentally publishing the wrong template. Therefore I thought a 'clone website'-option should be somewhere, but I can't find it. How do I try

                                                                                                                • Is it possible to update multiple work items at once?

                                                                                                                  Hi, Is it possible to update the statuses/release tags of multiple work items at once? I came across this thread that says it's not possible at the moment, but it was related to the Sprints mobile app. Does this feature not exist in the website as well?

                                                                                                                • Custom Module Missing from Roles & Permissions List

                                                                                                                  Hi Zoho Community, I created a new Custom Module in Zoho Expense. The module is fully built and I can see it in the Module Builder (Settings > Customization > Modules). However, I am unable to deploy this to my users because the module does not appear

                                                                                                                • Need Customer Item Inward Module along with QC

                                                                                                                  Need Customer Item Inward Module along with QC 1. Using Transfer Orders hit the item balance sheet 2. Items without inventory it becomes difficult for tracking purpose. 3. Custom Modules become tedious to capture multiple items, item subforms are not

                                                                                                                • Zoho CRM Quotes – Subform and PDF/Writer Limitations

                                                                                                                  Hello, I am encountering the following limitations in Zoho CRM Quotes: Custom product images cannot be uploaded in the subform – the image upload field cannot be added; only the file upload field is available. File upload placeholders cannot be used in

                                                                                                                • Apple Messages for Business in Omnichannel communications?

                                                                                                                  Hello, Apple launched "Apple Messages for Business" but Zoho CRM or Zoho Desk don't appear in the list of possible integrators. Zoho already promotes https://www.zoho.com/crm/omnichannel.html Omni Channel integration, but Apple Messages does not yet appear.

                                                                                                                • Possible to Turn Off Automatic Notifications for Approvals?

                                                                                                                  Hello, This is another question regarding the approval process. First a bit of background: Each of our accounts is assigned a rank based on potential sales. In Zoho, the account rank field is a drop-down with the 5 rank levels and is located on the account

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