Zoho Developer Community Monthly Digest - July 2024

Zoho Developer Community Monthly Digest - July 2024



Hello everyone,

We're here again with July month's digest packed with exciting events, resources, updates, and community discussions to empower you as a Zoho developer. Dive right in!

Upcoming Events

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

Zobot Bootcamps - India

We're thrilled by the support and reception we've had so far for the Zobot Bootcamps in the first four 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!

A Glimpse of our Zobot bootcamps across cities in India

Deluge Bootcamp - Chennai

Are you looking to add a new programming language to your arsenal? Then, this bootcamp is written 'you' all over it! We're starting with our home turf—Zoho Corp office, Chennai, India. Learn the ins and outs of Deluge—Zoho's proprietary scripting language—with interesting hands-on exercises and explore how you can use it to automate your applications. Learn more and register now.

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

Learning Table Series

We designed this series to provide users with valuable insights and knowledge about Creator's capabilities in various business use cases and applications. This year we have adopted the 12 Months 12 Industries concept.   Every month, we will focus on a specific industry, illustrating its unique processes with real-time business scenarios and how to make best use of Creator for that industry.  Our recent webinar on Creator for the Food Industry was a success, and during the upcoming session we'll be exploring Creator for the Healthcare industry.

Title: Creator for the Healthcare industry
Date: September 5, 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

Catalyst Bootcamp: Overcome Lead Scoring Challenges with No-Code ML

Are you ready to transform your lead management? Join us to learn how to automate lead scoring and prioritization using Catalyst QuickML. Understand how to set up custom ML models, integrate lead scores into your CRM, and streamline your sales processes for maximum efficiency and improved conversion rates.

Date: August 29, 2024
Time: 8:30 pm - 9:30 pm IST or 8 AM - 9AM PT - 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 newly revamped Zoho Developer Community website to stay informed about the latest updates in the developer community.

Community Discussions

Zoho Developer Forum

  • Want to create a custom function in Zoho CRM that allows one Quotation to be associated with multiple sales orders? Check out the code snippet shared by @Ishwarya SG that does the trick.
  • Stuck refreshing the API access tokens? This forum thread cracks the code on "invalid_code" errors. Learn to identify the culprit and follow the steps (with handy documentation links!) to keep your connection running smoothly.
  • @Haiku Technical Support uncovered a bug with ZDK.Client.navigateTo(). Zoho acknowledged the issue and swiftly rolled out a fix across all data centers. Join the conversation to learn how this community member's diligence led to a smoother CRM experience for everyone! 

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.
  • Our community members' (@Nagarajan M, @Rafiullah Nikzad@Pranit) Deluge expertise came in handy when @Anjani wanted help in creating a custom function in Zoho Books. Check out their solutions here.
  • @Eric Chrobak, one of our consistent community contributors, needed a solution to validate a subform data in CRM via mobile app, for the sales team to use on the field. Before the community came up with answers, in true Eric fashion, he found a solution and shared it with everyone. This truly embodies the spirit of growing together with the community. Please check out his requirement and the solution here. If you have an alternative solution, feel free to share it in the same thread to benefit the community.
  • When @SYED was trying to figure out a solution to get related records list through a custom function, @Mike - caretgrowth.com pitched in with two methods with its pros and cons.
  • This is a classic case of how one can utilize the power of community. As Sharan sought for solutions to address the 'run time error' in Deluge, @John Pia@Mike - caretgrowth.com, and @Eric Chrobak shared their tips and best practices. If you are using Zoho Deluge, please set aside a few minutes to understand these solutions. If you have a better alternative, go ahead and share yours in the same thread.

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 @Damien Cregan - bccloudtech.com. 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!


SEE ALSO


    Access your files securely from anywhere







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner






                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ








                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Desk Email reply - set default font / use custom font

                                                                                                              Hello, in our e-mails, which we send to our customers, a certain font must be used (Corporate Design): Segoe UI https://en.wikipedia.org/wiki/Segoe#Segoe_UI How can this be included? How can this be set as the default font to ensure that this font is
                                                                                                            • Is there a way to set Document Owner/Sender via the API

                                                                                                              When sending requests for zoho sign, it would seem zoho uses the id of the person that created the zoho api cred to determine the owner_id, is there a way to set a default for this?
                                                                                                            • Zoho CRM's custom views are now deployable from sandboxes

                                                                                                              This feature is now available for users in the AU, JP, and CN DCs. New update: This feature is now available for users in CA and SA DCs. Hello everyone, We're excited to announce that you can now deploy custom views from sandboxes to your production environment
                                                                                                            • 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
                                                                                                            • Generate a link for Zoho Sign we can copy and use in a separate email

                                                                                                              Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
                                                                                                            • 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
                                                                                                            • Settings Icon No Longer in ZOHO Desk?

                                                                                                              In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again. Anybody else experiecing this?
                                                                                                            • How to display historical ticket information of the total time spent in each status

                                                                                                              Hi All, Hoping someone can help me, as I am new to Zoho Analytics, and I am a little stuck. I am looking to create a bar chart that looks back over tickets raised in the previous month and displays how much time was spent in each status (With Customer,
                                                                                                            • Introducing the all-new email parser!

                                                                                                              Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,
                                                                                                            • 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?
                                                                                                            • Tip #43 - Track, Review, and Analyze Your Assist Sessions with Reports-'Insider Insights'

                                                                                                              Did you know you can generate detailed reports for both remote support sessions and unattended access sessions in Zoho Assist? This makes it easy to monitor technician activity, measure efficiency, and review customer interactions. Let us now take a closer
                                                                                                            • Cannot access KB within Help Center

                                                                                                              Im working with my boss to customize our knowledge base, but for some reason I can see the KB tab, and see the KB categories, but I cannot access the articles within the KB. We have been troubleshooting for weeks, and we have all permissions set up, customers
                                                                                                            • 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
                                                                                                            • Search in module lists has detiorated

                                                                                                              Every module has a problem with the search function :-/
                                                                                                            • Can we generate APK and IOS app?

                                                                                                              Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app  and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanks 
                                                                                                            • 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
                                                                                                            • Simplified Call Logging

                                                                                                              Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following
                                                                                                            • Sub form doesn't as formula field

                                                                                                              Is it possible to get formula field in sub form in futures?
                                                                                                            • 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
                                                                                                            • 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
                                                                                                            • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

                                                                                                              Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
                                                                                                            • 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
                                                                                                            • Week date range in pivot table

                                                                                                              Hello, I need to create a report that breakouts the data by week.  I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 1 2014' format.  Is there anyway to get the actual dates in there? ex. 1/6/2014-1/12/2014 Thanks,
                                                                                                            • How do I get Status History data of my Projects?

                                                                                                              I want to build a table in Zoho Analytics that Groups by Date, when Projects entered a certain status. I cannot find Status History or any such useful data available in the Setup of my Data Source sync. Please advise how I can achieve this?
                                                                                                            • Is it possible to hide fields in a Subform?

                                                                                                              Since layout rules cannot be used with Subforms, is there another way, or is it even possible, to hide fields in a subform based on a picklist fields within said subform? For example, if the Service Provided is Internet, then I do not want to see the
                                                                                                            • Single Task Report

                                                                                                              I'd like a report or a way to print to PDF the task detail page. I'd like at least the Task Information section but I'd also like to see the Activity Stream, Status Timeline and Comments. I'd like to export the record and save it as a PDF. I'd like the
                                                                                                            • RingCentral/Zoho CRM integration

                                                                                                              Hi I would like to know if our RingCentral/Zoho CRM integration will record incoming calls from clients to my mobile number. I have both Ringcenral and Zoho CRM apps on my iPhone. I know it records the outgoing calls I make and shows them in Zoho CRM
                                                                                                            • Weekly Tips :Instantly find what you need with Attachment Viewer

                                                                                                              Your inbox must be packed with project emails, shared notes, and scattered attachments. You are looking for one specific file—a presentation slide or maybe a media clip from a team update—but don’t want to dig through endless email threads or switch between
                                                                                                            • Has Zoho changed the way it searches Items?

                                                                                                              Right now all of our searches have broken and we can no longer search using the SKU or alias. It was fine last night and we came in this morning to broken.....this is impacting our operations now.
                                                                                                            • Missing Zoho Desk integration option for form workflows

                                                                                                              According to the help page "Configure Zoho Desk integration in form workflows" we should be able to select Zoho Desk as an integration target but when I open the integrations list then Zoho Desk is not being listed in it. We are on the Premium plan which should already support Zoho Desk integrations.
                                                                                                            • Search in module lists has detiorated

                                                                                                              Every module has a problem with the search function :-/
                                                                                                            • CRM 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 files
                                                                                                            • Gantt for 2 or more projects

                                                                                                              Hello, I'm trying the free version of your produtc. It is veryyy good!!!! I don't know if in the Standard plan, I can overview a Gantt Graph for 2 or more Projects Milestone. This would be very helpfull for managing teams and taking decisions about who I will assign a task to. In the paid plan Do I have this possibility? Thank you.
                                                                                                            • Integrating a Zoho Project Gantt Chart into Reports

                                                                                                              Is is possible to integrate a Zoho Project Gantt Chart into a Zoho Report Dashboard. I am in the process of creating Project Status Dashboards for the projects that we track in Zoho Projects and I would like to incorporate the gantt chart within Reports.  Please let me know! Thanks
                                                                                                            • ZOHO BOOKS - EXCESSIVELY SLOW TODAY

                                                                                                              Dear Zoho Books This is not the first time but it seems to be 3 times per week now that the system is extremely slow. I work on Zoho Books 95% of my day so this is very frustrating. Zoho you need to do something about this. I have had my IT guy check
                                                                                                            • Gantt Chart - Zoho Analytics

                                                                                                              Are there any plans to add Gantt Charts capabilities to Zoho Analytics?
                                                                                                            • Displaying related quotes in sales order and back

                                                                                                              Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank
                                                                                                            • Tip of the Week #71–Auto-move incoming messages to the right inboxes with keywords

                                                                                                              We all know that customer-facing teams, especially your sales and support teams, can’t afford to miss even a single customer conversation. But sometimes, sales queries or support requests can easily get lost in a crowded inbox or even end up in the wrong
                                                                                                            • Clearing Fields using MACROS?

                                                                                                              How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.
                                                                                                            • Bigin: filter Contacts by Company fields

                                                                                                              Hello, I was wondering if there's a way to filter the contacts based on a field belonging to their company. I.e.: - filter contacts by Company Annual Revenue field - filter contacts by Company Employee No. field In case this is not possibile, what workaround
                                                                                                            • Next Page