Zoho Developer Community Monthly Digest - December 2023
Hello everyone,
As we close out 2023's eventful journey, we're here to wrap up the latest news, updates, and inspirations from the Zoho Developer Community and peek ahead at the exciting possibilities in the new year. Let's dive right in.
December Highlights
Year-end Git-Together
It was an absolute pleasure to unwind, connect, and swap stories with some incredible minds from our community. Each tech-story was unique and captivating, weaving a tapestry of experience and passion that solidified one thing: this community is truly special! We also got a glimpse of the community's aspirations for 2024. The sheer enthusiasm and ambition in the room were contagious, leaving us all excited for what the new year holds. A huge thank you to everyone who joined us.
Extensions 101 (Cont.)
The first five sessions of this series provided an overview of several key features within Sigma platform, such as building extensions, authentication mechanisms, authorization methods, and creating widgets. The recently concluded sessions delved into the authentication mechanism and the corresponding authorization strategy, particularly in the context of integrating Zoho CRM with other applications. Check out this playlist for all the session recordings.
Zoho Cliq Developer Platform
Explore how to custom-build and deploy cross-platform business applications and workflows with Zoho Cliq's Developer Platform in this blog post. For a detailed video guide, watch the recordings of the Zoho Cliq for Developers 101 series - a Zoho Developer Community learning initiative. Be sure not to overlook the fascinating use cases implemented by the Zoho Cliq team for our staff.
Upcoming Events
- 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. In 2023, we adopted the 12 Months 12 Industries concept. We received an overwhelming response from the attendees of the session and we are planning to continue the same in 2024 as well. 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.
Title: Creator For Retail Industry
Date: January 11, 2023
APAC & ANZ: 11 AM to 12 PM IST - Registration Link
Americas & EMEA: 9 PM to 10 PM IST - Registration Link - 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. We are planning to conduct a three-month series on Custom widgets: Extension in Zoho Creator and its development process. The first session will be on the concept of creating a widget along with the JS API in Creator.
Title: Developing Widgets in Zoho Creator
Date: January 18, 2023
APAC & ANZ: 11 AM to 12 PM IST - Registration Link
Americas & EMEA: 9 PM to 10 PM IST - Registration Link - Zoho Writer Webinar: Join this webinar to learn how to use custom functions to extend Zoho Writer's document automation capabilities. Registration and more details here.
Psst... That's not all! Keep tabs on this space while we're brewing up some amazing events for the Developer Community in the coming days. Anticipate engaging in-person meetups and bootcamps with fellow developers and Zoho experts in your city soon. Want us to make your city one of our stops? Drop your city name in the comments!
Community Discussions
Zoho Developer Forum
- @Haiku Technical Support is back with killer suggestions to access CRM data using API from external applications without the mandatory OAuth authentication.
- Learn how to update CRM Variables in Zoho CRM with this comprehensive guide! It features step-by-step walkthrough to set up a Standalone Function with Deluge code by @Daniel L and an alternative method using invokeConnector, shared by @Haiku Technical Support.
- This discussion involves a scenario in Zoho CRM where a field is automatically calculated using a client script triggered by an onChange event. @Taha wanted to disable user input for this field without disrupting the auto-calculation. Check ou the solution suggested by @Andres to maintain the auto-calculation while preventing user edits.
Developers ZUG Cliq Channel
Note: These conversations are confined to the Developers ZUG Cliq channel members. If you're keen on becoming a part of this space, please fill in this onboarding form to receive your invitation to join the channel.
- After our Extensions 101 series, we are seeing increased interest in building extensions amongst the Zoho Developer Community members. One of the commonly asked questions is about listing the extensions with two or multi-pricing. Mike Simpson from Caret Growth Strategies shares the solution which was backed by Jeff Osness, the owner of Phoneburner extension.
- As Zoho Form doesn't have an API, Michel and Jordan suggested a few workarounds for fetching records from the Zoho Forms using Sheet, Analytics, CRM or Webhooks and Flow as well.
- Check out the script shared by Piyush Goyal for clearing the DateTime field using Client Script in CRM..
- Here's another code snippet from Mike! It shows how to export an estimate from Zoho Books and then upload it as a PDF within a Zoho CRM deal. Check it out if you need this functionality.
- If you are working on Zoho Analytics and trying to create a comprehensive report by consolidating data from multiple modules linked to a Customer Module via lookup fields, please don't miss the suggestion given by Janani from raysandreach.com
Resource Spotlight
We've consolidated all the resources from the developer community learning series into a centralized hub for your convenient access. Consider bookmarking the Zoho Developer Community website to stay informed about the latest updates in the developer community.
We've taken a leap into transforming the digest into a video to simplify things for you. We kicked things off with the November edition. Check it out and share your thoughts and feedback with us!
- Building Extensions for Zoho CRM: Want to establish a connection with another Zoho service? Check out our posts that go over the detailed steps with an example use case.
- Building Extensions for Zoho Projects #4: Explore the core functionalities to customize Zoho Projects extensions using the Sigma cloud editor approach in this post.
- Zoho Creator Webinar: Get access to the previous Zoho Creator Session recordings below
- Previous Session Links (Youtube):
- Playlist Links (Youtube):
- Previous Session Links (Zoho Creator Studio):
- Playlist Links (Zoho Creator Studio):
- Zoho CRM Developer
- CRM’s version 6 APIs are here! This version packs with it a wide range of exciting and powerful new APIs and some important updates to the existing ones. Our What’s New and Changelogs pages have all the details!
- The following SDKs are released for version 6 of Zoho CRM APIs- Java, Python, PHP, Typescript, NodeJs, C# and Ruby.
- Java SDK using V5 APIs is updated to version 6.0.0
- Our Kaizen post on Geocoding Leads' Addresses in Zoho CRM discusses how to create a Related List Widget map in Zoho CRM's Lead detail page.
- Learn how to customize standard and custom buttons using Client Script in this Kaizen post.
- Our 116th Kaizen post discusses the different client types in the Zoho Developer Console and when to use each.
- Follow this Kaizen post and learn how to configure Mass Delete action for records across different modules in your Zoho CRM org.
- You can mass delete records across different modules in a single click using loops in Deluge script as discussed in our 118th Kaizen post.
- Zoho Writer: Explore the new features such as payment field support, dynamic signer assignment, conditional attachments etc. to power up your Zoho Writer's merge templates in this blog post.
Community Spotlight
ZDH Speakers
The contributions of our ZDH presenters have been instrumental in the success of the this segment. We extend our heartfelt appreciation for their efforts.
As a continuation of featuring a ZDH presenter each month, this time, we would like to introduce our fifth ZDH presenter, Mike Simpson. Explore this post to discover the knowledge and insights he shared with the community.
Cliq Channel Contributors
The Developers ZUG Cliq channel has consistently served as the primary hub for community members seeking technical assistance and engaging in savvy discussions. Here are our top contributors who have gone the extra mile to support and assist the Zoho Developer 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 every 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!
SEE ALSO
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Divya Krishnan
Sticky Posts
Zoho Developer Community Hackathon 2025 is LIVE!
Hey developers! It’s that time of the year again — the Zoho Developer Community Hackathon 2025 is officially open for registrations! If you’ve been waiting for a chance to stretch your skills, try something new, or finally bring that idea to life, thisExtensions 101 webinar series: Build, integrate, and monetize with extensions
Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. LastZoho Developer Community Monthly Digest – May 2025
Hello everyone, Welcome to this month’s Zoho Developer Community Digest! From fresh product insights to hands-on tech sessions and standout community threads, there's plenty here to keep your ideas flowing and your skills sharp. Be sure to explore ourZoho Developer Community Monthly Digest – April 2025
Hello everyone, Welcome to this month’s Zoho Developer Community Digest! We’ve lined up an exciting series of technical sessions, product deep-dives, and community conversations to keep you informed and inspired. Don’t forget to check out our resourceZoho Developer Hangout (ZDH) – Episode 18 | Zoho CRM Client Script for Efficient Sales Process
Hello everyone, A streamlined sales process isn’t just a nice-to-have—it’s the engine that powers lead generation, builds stronger customer relationships, and closes deals faster. But what if you could take your CRM beyond the basics to actually help
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Using data fields in Zoho Show presentations to extract key numbers from Zia insights based on a report created
Is it possible to use data fields in Zoho Show presentations along with Zoho Analytics to extract key numbers from Zia insights based on a report created? For example, using this text below: (note that the numbers in bold would be from Zia Insights) RevenueFree webinar: AI-powered agreement management with Zoho Sign
Hi there! Does preparing an agreement feel like more work than actually signing it? You're definitely not alone. Between drafting the document, managing revisions, securing internal approvals, and rereading clauses to make sure everything still reflectsWhatsApp Channels in Zoho Campaigns
Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.CRM For Everyone - Bring Back Settings Tile View
I've been using CRM for Everyone since it was in early access and I just can't stand the single list settings menu down the left-hand side. It takes so much longer to find the setting I need. Please give users the option to make the old sytle tile viewLets have Dynamics 365 integration with Zohobooks
Lets have Dynamics 365 integration with ZohobooksAdd notes in spreadsheet view
It would be great if we could Add/edit notes in the spreadsheet view of contacts/leads. This would enable my sales teams to greatly increase their number of calls. Also viewing the most recent note in the Contact module would also be helpful.Opening balances - Accounts Receivable and Payable
Our accounting year starts on 1st August 2013 and I have a Trial Balance as at that date, including Accounts Receivableand Accounts Payable balances, broken down by each customer and supplier. Q1 - do I show my opening balance date as 31st July 2013 orCancel Subscription
Hi , Im want to cancel my account but without success please help me to do itMaking an email campaign into a Template
I used a Zoho Campaign Template to create an email. Now I want to use this email and make it a new template, but this seems to be not possible. Am I missing something?Direct Access and Better Search for Zoho Quartz Recordings
Hi Zoho Team, We would like to request a few enhancements to improve how Zoho Quartz recordings are accessed and managed after being submitted to Zoho Support. Current Limitation: After submitting a Quartz recording, the related Zoho Support ticket displaysMultiple Cover Letters
We are using the staffing firm edition of Recruit and we have noticed that candidates cannot add more than one cover letter. This is a problem as they might be applying for multiple jobs on our career site and when we submit their application to a client,URGENT: Deluge issue with Arabic text Inbox
Dear Deluge Support, We are facing an issue that started on 12/Feb/2026 with custom functions written using Deluge within Qntrl platform. Currently, custom functions do not accept Arabic content; it is replaced with (???) characters. Scenario 1: If weFile Conversion from PDF to JPG/PNG
Hi, I have a question did anyone every tried using custom function to convert a PDF file to JPG/PNG format? Any possibility by using the custom function to achieve this within zoho apps. I do know there are many third parties API provide this withNow in Zoho One: Orchestrate customer journeys across apps with Zoho CommandCenter
Hello Zoho One Community! We’re excited to introduce Zoho CommandCenter as a new capability available in Zoho One. For the whole customer journey As Zoho One customers adopt more apps across sales, marketing, finance, and support, a common challenge emerges:annualy customer report
we need a report per customer that looks like this invoic number cleaning laundry repair management 01 january xxx euro xx euro xx euro xxx euro 02 february xxx euro xxx euro x euro xxxx euro and so on the years 12 months is that possible to make andTotals for Sales Tax Report
On the sales tax report, the column totals aren't shown for any column other than Total Tax. I can't think of a good reason that they shouldn't be included for the other columns, as well. It would help me with my returns, for sure. It seems ludicrousFree Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures
Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. JoinExported Report File Name
Hi, We often export reports for information. It is time consuming to rename all the reports we export on a weekly basis, as when exported their default name is a seemingly random string of numbers. These numbers may be important, I'm not sure, but I amAutomatic Refresh on Page?
Hi everyone, We use a page as a dashboard which shows data for the laboratory and tasks pending etc. Is there a way to set the page to automatically refresh on a X time? Many thanks TOGHow do I edit the Calendar Invite notifications for Interviews in Recruit?
I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sentAdd RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)
Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career SiteCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesIntroducing Workqueue: your all-in-one view to manage daily work
Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? SalesDefault Reminder Time in New Tasks or New Event?
Any way to change this from 1:00am? Thanks, Gary Moderation Update (February 2026): With the Calendar preferences, the default reminder time for Meetings, Appointments and All-Day Meetings can be set. Read more: Calendar preferences in Zoho CRM RegardingDynamic Field Folders in OneDrive
Hi, With the 2 options today we have either a Dynamic Parent Folder and lots of attachments all in that one folder with only the ability to set the file name (Which is also not incremented so if I upload 5 photos to one field they are all named the sameRight Shift key not sending to Zoho Assist environments
I'm unable to use Right Shift key in Zoho environments. Zoho environments are Win10. Computer I access from is Win 11. Issue started when I changed to Win 11. Have tried: - Multiple browsers - web client AND desktop client - 3rd party mapping tools toUnable to Filter Retail Sales Orders & Need Paid/Unpaid Filter – Zoho Books
Hi Zoho Team, Recently you introduced Retail – Standard and Retail – Premium templates for Sales Orders. However, in the Sales Order module we still cannot filter or segregate Retail Sales Orders separately from normal B2B sales orders. Because of this,About Meetings (Events module)
I was working on an automation to cancel appointments in zoho flow , and in our case, we're using the Meetings module (which is called Events in API terms). But while working with it, I'm wondering what information I can display in the image where thePDF Annotation is here - Mark Up PDFs Your Way!
Reviewing PDFs just got a whole lot easier. You can now annotate PDFs directly in Zoho Notebook. Highlight important sections, add text, insert images, apply watermarks, and mark up documents in detail without leaving your notes. No app switching. NoAbility to assign Invoice Ownership through Deluge in FSM
Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. ThisHow do you do ticket add ons in Backstage?
Hi Everyone, If you wanted to have general admin tickets and allow for add ons, like camping, or car or Carbon offset. What would you do? Peace RobinFrom Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View
Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world withvalidation rules doesn't work in Blueprint when it is validated using function?
I have tried to create a validation rule in the deal module. it works if I try to create a deal manually or if I try to update the empty field inside a deal. but when I try to update the field via the blueprint mandatory field, it seems the validationPull cells from one sheet onto another
Hello all! I have created an ingredients database where i have pricing and information and i want to pull from that database into a recipe calculator. I want it to pull based on what ingredient I choose. The ingredients database has an idea and i wantEmails Failing with “Relaying Issues – Mail Sending Blocked” in ZeptoMail
Hello ZeptoMail Support Team, We are facing an email delivery issue in our ZeptoMail account where emails are failing with the status “Process failed” and the reason “Relaying issues – Mail sending blocked.” Issue Details Agent Name: mail_agent_iwwa FromHow does Zoho handle support operations for our EU users?
Dear Zoho users, We have some news and reminders about how we handle support operations for Zoho users in the EU Data Center. This is part of our broader commitment to ensuring GDPR compliance and providing secure data handling for all users. We'd likeLayout Adjustment.
Hello Latha, Hope you are doing well. I wanted to check with you about adjusting the layout columns in the Service Report from the backend, as currently there is no capability for us to customize the layout from our end. Below is the output that I amAnyone in Australia using Zoho Books AND has their account with NAB?
Hi I have an account with both NAB and Suncorp. Suncorp transaction come in the next day however NAB transactions take 4-5 business days to appear. eg: A deposit made today in my Suncorp will be imported into Zoho tomorrow. A deposit made today to the NAB account will be imported maybe Saturday (Friday overnight). I have contacted both Zoho and NAB but noone seems to know why. I was just wondering if anyone else in Australia uses NAB and has this issue (or doesn't) maybe we could compare notes andZoho Often Lag
Desk Team, We've noticed that Desk, Creator & other apps seems to lag more these days. We often refresh multiple times.Offer already made- but I withdrew it
I made an offer letter, but made a mistake on it. I withdrew the offer but now I can't recreate the correct offer. Zoho keeps saying that "A same offer has already been made". I look in the "offers" and there are NO offers (this is the first time I'veNext Page