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

  • @Andrew Garcia 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 @Jeganprabhu S, Andrew realized it was just a small testing oversight—problem solved in no time! 
  • @WM Yeo 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 @WM Yeo couldn't get a variable to work with the search function, @Arthur de neuville 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 @Eric Chrobak. 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

                                                                                                            • Zoho Commerce - Enable Company Name and Tax Number collection for B2B orders in Global Edition

                                                                                                              Please enable Company Name and Tax Details option on checkout settings in Zoho Commerce Global Edition. It is still important to collect Company Name and Tax Number for B2B sales in many countries. My business is based in Ireland (in the EU) and I have

                                                                                                            • ZohoSign and ZohoBooks Integration/Workflow

                                                                                                              Hello All, We utilize ZohoSign for signatures on tax eFiles. We utilize Dynamic KBA. Additionally, we use ZohoBooks for invoicing for these services. Is there a way to accomplish the following: Send a copy of the Tax Return, Invoice and eFiles in one

                                                                                                            • Manage monthly tasks with projectsf

                                                                                                              Hi All I run a finance and operations team where we need both teams to complete monthly tasks to ensure we hit our deadlines. Can Zoho projects be used for this. There many finance focused tools but we have Zoho one so want to explore Thanks Will

                                                                                                            • Zoho Suite is very slow

                                                                                                              Since today Zoho is incredibly slow over all applications! What's going on?

                                                                                                            • How can I track which zoho users are actively using Zoho CRM

                                                                                                              I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activity

                                                                                                            • Is anyone else having trouble saving a custom image in their email signature, or is it just me?

                                                                                                              When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t working

                                                                                                            • Combine and hide invoice lines

                                                                                                              In quickbooks we are able to create a invoice line that combines and hides invoices lines below. eg. Brochure design         $1000 (total of lines below, the client can see this line) Graphic Design           $600 (hidden but entered to reporting and

                                                                                                            • Option to Disable Knowledge Base Section in Feedback Widget Popup Hello Zoho Desk Team

                                                                                                              Hello Zoho Desk Team, How are you? We are actively using Zoho Desk and would like to make more use of the Feedback Widget. One of the ways we implement it is through the popup option. At the moment, the popup always displays the Knowledge Base section,

                                                                                                            • The Social Wall: August 2025

                                                                                                              Hello everyone, As summer ends, Zoho Social is gearing up for some exciting, bigger updates lined up for the months ahead. While those are in the works, we rolled out a few handy feature updates in August to keep your social media management running smoothly.

                                                                                                            • Transaction Locking with the dynamic date

                                                                                                              Is it possible to dynamically update dates on transaction locking. We want to lock transaction x days from today

                                                                                                            • Zoho Devops

                                                                                                              We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billing

                                                                                                            • Fuel up your sales with the Zoho SalesIQ + Bigin integration

                                                                                                              Hi everyone! We’re happy to bring you the all-new Zoho SalesIQ + Bigin integration. With this, every prospect from your website instantly becomes a contact in Bigin, complete with transcripts and follow-up tasks, so you never lose a lead again. Let's

                                                                                                            • Introducing AI-powered Assessments & Zoho's native LLM, Zia

                                                                                                              We’ve shipped a cleaner, faster way to create assessments in Zoho Recruit. 🚀 Instead of manually building question banks or copying old templates, you can now generate ready-to-use assessments in just a few clicks, all tailored to the role you’re hiring

                                                                                                            • Ability to Reset Visitor Fields During an Active Chat Flow

                                                                                                              Hello Zoho SalesIQ Team, We hope you are doing well. We would like to propose a feature enhancement to Zoho SalesIQ regarding the management of visitor fields within Zobot flows. Use Case: Our bot asks the visitor to provide information about a 3rd person

                                                                                                            • External ID in Zoho CRM

                                                                                                              Hello everyone! We know that Zoho CRM allows you to integrate third-party apps and manipulate data through APIs. While you integrate a third-party application, you may want to store the third-party reference IDs in Zoho CRM's records. To meet this need

                                                                                                            • Some emails are not being delivered

                                                                                                              I have this problem where some of my mail just seems to disappear. When I send it, it appears as sent with no mention of any problem, but my recipient never gets it, not even in the Spam folder. Same for receiving, I have a secondary e-mail address, and

                                                                                                            • New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.

                                                                                                              With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers.   Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find

                                                                                                            • Template modifiactions

                                                                                                              Hello, I am struggling with the templates in ZOHO Books. Especially with the placement of some items, like company address, ship to, bill to etc.  For example: One item I like from template X (placement of ship to and bill to next to each other in the

                                                                                                            • Aggregating the First Value in the Group By of a dataset

                                                                                                              Hi I am trying to get the following Aggregate Formula to work in my chart, but cannot seem to get the right format. I have a series of data that I am running an include_groupby and want to SUM only a column in the first row of each group. So for example.

                                                                                                            • Admin Control Over Profile Picture Visibility in Zoho One

                                                                                                              Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile Picture

                                                                                                            • Track Zoho Campaign and Workflow sales impact

                                                                                                              I am attempting to measure the performance of our marketing workflows and campaigns by comparing the date each campaign was sent to a contact with the purchase date of the contact. For example, if Contact A was sent Email A on 9/1 and made a purchase

                                                                                                            • Tables for Europe Datacenter customers?

                                                                                                              It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?

                                                                                                            • What is a line break code for zoho?

                                                                                                              Hi, I am archiving data by adding values from a single line field from one form to a multi-line field in another form. So I need a code/function that starts a new line on that multi-line field so it does not just keep adding it on the same line. Example, doing something like this means that it will be on a same line. archive.field1 = archive.field1 + input.Field1 I need a code so the input.Field1 can just start on the next line. Instead of "value 1, 2,3,4,5" It will be: "1 2 3 4 etc.".  something

                                                                                                            • Automatic Project Owner change

                                                                                                              Is there a way to change Project Owner automatically once a specific Milestone in a project is marked as completed. Different Teams are working on projects in our Org, they have their own Milestones to complete and so we transfer the project from team

                                                                                                            • Button to add product to cart

                                                                                                              Is there a way to have a button on a page, that when clicked, will add Qty 1 of a product to the cart?

                                                                                                            • Problem with Submit Button Design

                                                                                                              I have made a template to apply to my forms and under the button controls, I have it set to "standard" and yet it's still filling the container. This is super frustrating and looks weird. Why do we not have full control over button size? How can I fix

                                                                                                            • Zoho CRM- Authorize your Microsoft Teams account issue

                                                                                                              Hi, I tried to link Zoho CRM with Teams and I got the following message: Clicking "Authorize now" sent me to the following page, Microsoft tried to start a session but, after 3 seconds the page closed and nothing happened. I get the same message each

                                                                                                            • Passing the CRM

                                                                                                              Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

                                                                                                            • Is there a way to associate an email in ZOHO Main to a Vendor record in ZOHO CRM

                                                                                                              My situation is as below, I have a vendor in ZOHO CRM lets say "Vend A" and an associated contact, "Cont A" If Cont A sends me an email using the email I've registered in the contact record the standard OOTB email sync will work. But the vendor has some

                                                                                                            • Bank charges are applied. Please select a bank account.

                                                                                                              Hello, I'm trying to add bank charges to a customer payment, but I get the error message "Bank charges are applied. Please select a bank account." I found this old thread, where it says that I need to "select a Bank account for the 'Deposit To' dropdown

                                                                                                            • Kaizen #207 - Answering your Questions | Advanced Queries using COQL API

                                                                                                              Hi everyone, and welcome to another Kaizen week! As part of Kaizen #200 milestone, many of you shared topics you would like us to cover, and we have been addressing them one by one over the past few weeks. Today, we are picking up one of those requests

                                                                                                            • Présentation de SecureForms dans Zoho Vault

                                                                                                              Soyons francs : demander à quelqu’un de transmettre un mot de passe ou des informations sensibles n’est jamais une tâche facile. On attend, on relance, parfois de nombreuses fois. Et quand l’information arrive, elle se retrouve souvent dispersée dans

                                                                                                            • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

                                                                                                              Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to

                                                                                                            • Granular Email Forwarding Controls in Zoho Mail (Admin Console and Zoho One)

                                                                                                              Hello Zoho Mail Team, How are you? At present, the Zoho Mail Admin Console allows administrators to configure email forwarding for an entire mailbox, forwarding all incoming emails to another address. This is helpful for delegation or backup purposes,

                                                                                                            • Sales order & purchase order item links for item details

                                                                                                              This is fantastic for checking lots of things, I use it a lot. It would be great to see it extended to invoices & bills On another note, may as well throw in my favourite whinge ..... Wish you guys would get the PO receive differences sorted urgently,

                                                                                                            • Custom Fonts in Zoho CRM Template Builder

                                                                                                              Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

                                                                                                            • Zoho Workdrive - Communication / Chat Bar

                                                                                                              Hi Team, Please consider adding an option to allow admins to turn on or off the Zoho Communication Bar. Example of what I mean by Communication Bar: It's such a pain sometimes when I'm in WorkDrive and I want to share a link to a file with a colleague

                                                                                                            • Introducing Profile Summary: Faster Candidate Insights with Zia

                                                                                                              We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring

                                                                                                            • Kaizen #190 - Queries in Custom Related Lists

                                                                                                              Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss yet another interesting enhancement to Queries. As you all know, Queries allow you to dynamically retrieve data from CRM as well as third-party services directly within

                                                                                                            • Need the ability to have read only fields on a form.

                                                                                                              There needs to be functionality in Creator that allows a field on a form to be read only. Most screen building software applications have this capability. I know you can hide certain fields from specific users and that you can also make the whole form read only but that's not the functionality I need. I want to be able to create a form where certain fields are editable and other are for display purposes only (read only). For example if the form was displaying information on an item that the user

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