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

                                                                                                            • 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

                                                                                                            • Reverse payment on accidentally closed invoice.

                                                                                                              An invoice was closed accidentally with the full payment added. However, only partial payment was paid. How can I reopen the invoice and reverse this to update it to show partial payment?

                                                                                                            • New integration: Track booking page appointments in Google Analytics 4

                                                                                                              Hello all, Greetings from the Zoho Bookings team! We’re excited to introduce our new Google Analytics 4 (GA4) integration designed to help you track booking activity, understand customer behavior, and measure marketing performance, all in one place. What

                                                                                                            • How to list emails in a folder, e.g. Inbox, on multiple pages when using Zoho mail webpage?

                                                                                                              Something as shown in the figure. There are totally 50 emails in Sent folder. If "Mail per page" equals 20, then the Sent folder is split into 3 pages. When I wander through Sent folder, I can just select a specific page to jump to. BTW, it seems that

                                                                                                            • How to add image to items list in Invoice or Estimate?

                                                                                                              Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just because

                                                                                                            • Zoho Calendar soft bounce on @hotmail.com and @yahoo.com email addresses

                                                                                                              Hello, our Zoho calendar recently does not send the calendar invites to emails with hotmail and yahoo domains and comes back with a "soft bounce". other domains like Gmail works fine. Also sending "email" to the same emails to the above domains work well

                                                                                                            • How can I filter a field integration?

                                                                                                              Hi,  I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.

                                                                                                            • ERROR CODE :512 - 5.4.4 DNS error:NXDOMAIN.

                                                                                                              Suddenly we cant send mail, we are getting this error for all outbound mail to multiple domains.

                                                                                                            • Can Zoho Flows repeat Actions more than once?

                                                                                                              I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actions

                                                                                                            • Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

                                                                                                              Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's

                                                                                                            • customer data security

                                                                                                              We are exploring ways to enhance our within Zoho CRM. Our Goal: We want to fully integrate RingCentral with Zoho CRM to enable click-to-call functionality for our sales team. However, to comply with data privacy regulations and protect customer contact

                                                                                                            • Zoho Cliq not working on airplanes

                                                                                                              Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly

                                                                                                            • Sync CRM inventory data with Zoho Books

                                                                                                              I just switched everything over to ZoHo books, but I am trying to find out why the CRM Estimates, Invoices, and Sales Orders created in ZoHo CRM are not then duplicated in ZoHo Books? I had Quickbooks before, and had to do everything twice, I thought

                                                                                                            • mask Customer phone number and agents cant see customer phone number

                                                                                                              Is there any way we can integrate Zoom Phone with Zoho CRM while ensuring that customer phone numbers remain masked? We need a solution where agents can make outbound calls but cannot see customer phone numbers. Please let us know if there is any solution

                                                                                                            • Email Reminders on Shared Calendars

                                                                                                              How do we turn off the setting that emails reminders to everyone who has accepted or declined a calendar invite? If 8 of us have been invited to the same meeting, we receive 8 notifications for every step of the process, from invitation to decision.

                                                                                                            • Default Sorting on Related Lists

                                                                                                              Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created

                                                                                                            • One Contact with Multiple Accounts with Portal enabled

                                                                                                              I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

                                                                                                            • WebDAV / FTP / SFTP protocols for syncing

                                                                                                              I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful if you implemented standard protocols such as WebDAV / FTP / SFTP so that alternative inc clients can be used.

                                                                                                            • What's New in Zoho Inventory | Q2 2025

                                                                                                              Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting

                                                                                                            • How to refresh a ticket view ?

                                                                                                              I am doing a widget where I send a rest api call to make a new draft to the ticket I am viewing. The issue is sometimes it refresh a ticket view and I can see inserted draft right away, but sometimes I do not see it even if it is inserted correctly and

                                                                                                            • Ugh! - Text Box (Single Line) Not Enough - Text Box (Multi-line) Unavailable in PDF!

                                                                                                              I provide services, I do not sell items. In each estimate I send I provide a customized job description. A two or three sentence summary of the job to be performed. I need to be able to include this job description on each estimate I send as it's a critical

                                                                                                            • Merge Items

                                                                                                              Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.

                                                                                                            • Supervisor Rules - Zoho Desk

                                                                                                              Hi, I have set up a Supervisor Rule in Zoho Desk to send an email alert when a ticket has been on hold for 48 hours. Is there a way to change it so that the alert only sends once and not on an hourly basis? Thank you Laura

                                                                                                            • ResponseCode 421, 4.7.0 [TSS04] Messages from 136.143.188.51 temporarily deferred due to user complaints

                                                                                                              Had email bounce. Let me know if you can fix this. Thanks. Michael

                                                                                                            • Zoho Canvas - Custom templates for related lists

                                                                                                              Hi, I see that the example pages load always one of our related lists in a custom template, but I dont know how to work with that:  1) How can i make my own custom templates for related lists?  2) Where and how can i check out existing custom templates?

                                                                                                            • Automation #15: Automatically Adding Static Secondary Contacts

                                                                                                              Rockel is a top-tier client of Zylker traders. Marcus handles communications with Rockel and would like to add Terence, the CTO of Zylker traders to the email conversations. In this case, the emails coming from user address rockel.com should have Terence

                                                                                                            • New Zoho triggers Google Dangerous flag due toabnormal charcters

                                                                                                              Just signed up and doing my first email test. I sent it to my google email account but it got flagged as Dangerous" due abnormal characters. My DNS setup looks ok. Page snips attached Help Please Thanks, Rick DC PowerWorld

                                                                                                            • Is there a API to fetch tasks in a Board/Section

                                                                                                              I am writing a scheduled function that retrieves all the tasks and send an reminder on cliq. I cannot seem to find a API to fetch tasks (by user / board / section) What are the way to fetch tasks?

                                                                                                            • Having trouble fetching contents of Zoho Connect Feeds using the API, requesting alternative API documentation.

                                                                                                              I'm trying to retrieve feed/post data from Zoho Connect using the API but facing challenges with the current documentation. What I've tried: OAuth authentication is working correctly (getting 200 OK responses) Tested multiple endpoints: /pulse/nativeapi/v2/feeds,

                                                                                                            • Adding an Account Name to Tasks/Reminders

                                                                                                              Does anyone know how to add the related account name to a task?  When we look at the list of activities and when the reminders pop up, there is no way of quickly seeing who the account is. 

                                                                                                            • Top Bar Shifting issue still not fixed yet

                                                                                                              I mentioned in a previous ticket that on Android, the top bar shifts up when you view collections or when you're in the settings. That issue still hasn't been fixed yet. I don't wanna have to reinstall the app as I've noticed for some reason, reinstalling

                                                                                                            • Triggering Zoho Flow on Workdrive File Label

                                                                                                              Right now Im trying to have a zoho flow trigger on the labeling/classification of a file in a folder. Looking at the trigger options they arent great for something like this. File event occurred is probably the most applicable, but the events it has arent

                                                                                                            • SendMail to multiple recipients

                                                                                                              Hi, I'm trying to send an email to a list of recipients.  Right now the "to" field is directed to a string variable. (List variables won't work here). In the string variable, how can I make it work? trying "user@app.com;user2@app.com" or "user@app.com; user2@app.com" just failed to send the emails. Ravid

                                                                                                            • Populate drop down field from another form's subform

                                                                                                              Hello, I found how to do that, but not in case of a subform. I have a Product form that has a subform for unit and prices. A product might have more than one unit. For example, the product "Brocoli" can be sold in unit at 3$ or in box of 10 at 25 $. Both

                                                                                                            • Usar o Inventory ou módulo customizado no CRM para Gestão de Estoque ?

                                                                                                              Minha maior dor hoje em usar o zoho é a gestão do meu estoque. Sou uma empresa de varejo e essa gestão é fundamental pra mim. Obviamente preciso que esse estoque seja visível no CRM, Inicialmente fiz através de módulos personalizados no próprio Zoho CRM,

                                                                                                            • Signup forms behaviour : Same email & multiple submissions

                                                                                                              My use case is that I have a signup form (FormA) that I use in several places on my website, with a hidden field so I can see where the contact has been made from. I also have a couple of other signup forms (FormB and FormC) that slight differences. All

                                                                                                            • getting error in project users api

                                                                                                              Hello, I'm getting a "Given URL is wrong" error when trying to use the Zoho Projects V3 API endpoint for adding users to a project. The URL I'm using is https://projectsapi.zoho.com/api/v3/portal/{portalid}/projects/{projectid}/projectusers/ and it's

                                                                                                            • Change total display format in weekly time logs

                                                                                                              Hi! Would it be possible to display the total of the value entered in the weekly time log in the same format that the user input? This could be an option in the general settings -> display daily timesheet total in XX.XX format or XX:XX.

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