Zoho Developer Community Monthly Digest - March 2024

Zoho Developer Community Monthly Digest - March 2024



Hello everyone,

In this digest, we've brought you a roundup of the highlights, community discussions, resources, and updates from March to keep you in the loop. Let's get right to it!

March Highlights

Zoho Developer Hangout 13

Zoho CRM offers flexibility for businesses to tailor it precisely according to their unique requirements. However, even the best suits may need a few extra accessories. That's where Zoho Creator steps in. When integrated with Zoho CRM, it extends the platform's capabilities, allowing you to build custom applications, forms, and views, transforming them into custom tabs within the CRM interface. Think of it as the stylish pocket square that completes the look. In this session, our MVP @Damien Cregan provided an introduction to Deluge scripting and its role in creating integrations between Zoho Creator and Zoho CRM. He also delved into the intricacies of fetching records from Creator within CRM and vice versa, as well as creating and updating records in both platforms. Watch the recording here.

Zoho Developer Hangout 14

By serving as gateways for accessing and sharing functionalities and data across applications, APIs empower developers to tap into external resources and services that enrich their applications with enhanced features and solutions. Eric, a consistent top contributor in the Zoho Developer Community, says, "Zoho APIs can be fun to use. For core applications like CRM, Desk, and Books, there is an abundance of API endpoints to use and play with. Whether you are developing in or out of Zoho, there is a lot of commonality." In this episode, he discussed the API documentation, limitations, and gotchas, using the API in Deluge, and then demonstrated a use case outside of Zoho with a Ruby application. Watch the recording here.

Upcoming Events

Note: To stay on top of the upcoming developer community events, keep an eye on this page.
  1. Zoho Developer Community Bootcamps - India: We're excited to announce a line-up of Zoho Developer Community Bootcamps in India. These bootcamps focus on empowering developers of all skill levels to learn and build extensions for Zoho products and potentially monetize them by listing them on Zoho Marketplace. 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. Read through the details here and register for the meetup in your city.

  2. Zoho QEngine 101: We are happy to announce Zoho QEngine 101 series for the developer community consisting of five sessions in total. This series aims to enable attendees to create test cases from scratch, manage them under modules, and execute them for three different platforms—web, mobile, and API—using Zoho QEngine. Registration and more details here. We also have the Get to know Zoho QEngine webinar series to enhance your understanding of how to leverage QEngine for efficient application testing, particularly through automation. 

  3. Zoho CRM APIs: In this series, you will learn about OAuth2.0 authorization used by Zoho CRM APIs, CRUD operations for retrieving, creating, updating, and deleting records, efficient search/query methods, data synchronization techniques for consistency across platforms, and working with SDKs for seamless integration of Zoho CRM functionality into applications. Register for this multi-part series and start using developer-centric CRM features like a pro!

  4. Zoho Extensions 101 – Extensions for Zoho Finance Suite: This series offers a comprehensive exploration of developing extensions and widgets for the Zoho Finance suite. 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. Click here for the detailed agenda and registration.

  5. eSignatures with Zoho Sign: Discover how to create legally binding documents and seamlessly integrate Zoho Sign into your website or mobile application using Zoho Sign APIs and SDKs. Join us to learn the importance of integrating a digital signature solution into your website, get a product walkthrough of Zoho Sign, and gain insights into utilizing Zoho Sign's APIs effectively. Register here.

  6. Catalyst Masterclass – Build next-gen bots with NLP capabilities using ConvoKraft: Join us for an exclusive webinar on Catalyst ConvoKraft with industry experts to learn how to build next-gen bots with advanced Natural Language Processing (NLP) capabilities. Catalyst ConvoKraft is an open platform on which third-party, non-AI developers can build chatbots. Developers can easily embed bots built on ConvoKraft into their application's front end for end-users to interact with.

  7. 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 Logistics Industry was a success, and during the upcoming session, we'll be exploring Creator for the Education Industry.

    Title: Creator For the Education Industry
    Date: May 2, 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

  8. Creator Tech Connect Series: 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 conducting a three-month series on mobile applications in Zoho Creator. The recently concluded session focused on customizing mobile applications in Zoho Creator, while the upcoming session in the series will be about Rebranding mobile applications in Zoho Creator.

    Title: Rebranding Mobile Applications in Zoho Creator
    Date: May 9, 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 the Zoho Developer Community website to stay informed about the latest updates in the developer community.

Community Discussions

Zoho Developer Forum

  • At times, even the tiniest syntax slip-up can be vexing. That's where community support comes through, as members have likely encountered similar challenges. In this instance, @Philip sought assistance on our forum for a WHERE clause issue in a COQL query, and as usual, @Haiku Technical Support swiftly offered helpful tips to guide @Philip and @DataWarehouse.
  • More often than not, minor script glitches can escalate into significant time drains for developers. @Jason's struggle with transferring subform records highlights the frustration such issues can bring. Our MVP @Hugh Marshall's timely intervention not only resolved the problem but also underscored the invaluable support network within the community.
  • @Emmanuel struggled to update a multi-select field in Zoho CRM, prompting other community members to jump into the discussion with similar challenges. @Sunderjan and @Pheranda pitched in with code snippets to help them through their predicaments.
  • Identifying the cause of a problem is key to resolving it, which is precisely what @Hugh Marshall aided in with @Jorge's situation. While attempting to parse an XML file in Zoho CRM, @Jorge Andrés faced challenges in isolating and processing details from the XML, despite exploring different solutions. Go through this conversation to understand how community can be your go-to when you’re stuck in coding conundrums.

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.
  • Does it spark your interest when I say that it's possible to search email ID in Leads and Contacts modules at the same time? Go through this discussion where @Venessa West shares how.
  • @Nhivethasre comes to @Piyush's rescue with the steps involved in publishing his Zoho Creator app on Google Play Store and Apple's App Store. Make sure to bookmark this thread for future reference when you're ready to publish your own app!
  • Our champions Tasha and Puneeth offered step-by-step solution to Fatih in this discussion to fetch data from a website (specifically, YouTube) using Deluge and funnel it into Zoho Desk via an app developed with Zoho Catalyst.
  • Check out this lovely conversation that shows the pros coming together to help each other out with great camaraderie!
  • @Haiku Technical Support helped @Danny save some time by suggesting a more straighforward solution to his requirement, avoiding the need to integrate more products than needed.

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 ninth presenter Christopher Mowers. Explore this post to discover the knowledge and insights he shared with the community.

Cliq 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 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



                                Bootcamp
                                Community
                                Pricing
                                Webinars
                                What's New
                                Integrations
                                Contact Support
                                Contact Sales
                                  Zoho Survey Resources
                                    Features
                                    Survey Templates
                                    Integrations
                                    Community
                                    iOS Mobile Surveys
                                    Pricing
                                    Android Mobile Surveys
                                    Insurvey Blogs
                                    Insight Blogs
                                    Tips & Tricks





                                                Latest Feature Updates

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts




                                                      Zoho SalesIQ Resources


                                                            Manage your brands on social media
                                                            Access Zoho Social

                                                              Zoho Pagesense Resources


                                                                  Zoho TeamInbox Resources

                                                                    Zoho DataPrep 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

                                                                                              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

                                                                                                              • Drag and Drop in Creator Application

                                                                                                                Hi, I am in the planning phase of a new application and I would like to use 'Drag and Drop' in the user interface of my new Creator application that I am sketching out, but I don't seem to be able to find any reference that this is available to developers. In my instance I have table of entries and I would like to be able to allow users to move an entry to another table (much like you do in your own interface when creating a Pivot Table report. In addition, I would like the user to be able to re-order

                                                                                                              • Resend Client Portal Invitation + View Email Delivery Status

                                                                                                                Hi Zoho Team, We hope you are doing well. We would like to request two important enhancements related to the Zoho Creator Client Portal invitation process. At the moment, when we add a user to the Client Portal, Zoho Creator automatically sends an invitation

                                                                                                              • Get user last login

                                                                                                                1. Is there a way to programmatically get the last user login to trigger certain workflows? 2. Is there a way to programmatically access the custom fields on a user's account?

                                                                                                              • Seeking Zoho Creator Expert (Delivery Management App / Logistics Ops) — Built & Deployed Before

                                                                                                                Hi everyone, We’re building a Delivery Management App (focused on delivery operations for now) using Zoho Creator. We’re looking for a Zoho Creator expert who has already developed and deployed a similar delivery/workflow system and can assist us with

                                                                                                              • Automating Employee Birthday Notifications in Zoho Cliq

                                                                                                                Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

                                                                                                              • Cliq iOS can't see shared screen

                                                                                                                Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

                                                                                                              • Spotlight #7 - Automatic Transitions in Blueprint

                                                                                                                Previously, records could not be moved from one state to another without user intervention. With automatic transitions, move records from one state to another automatically, when it elapses its pre-defined time. This Spotlight discusses how automatic

                                                                                                              • Whatsapp Connection Status still "Pending" after migration

                                                                                                                Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?

                                                                                                              • Adding Multiple Files to a Zoho Vault Entry

                                                                                                                There is a old blog post talking about adding multiple file attachments to one Zoho Vault Secret: https://www.zoho.com/blog/vault/introducing-new-features-in-zoho-vault-powerful-password-sharing-wider-storing.html Is that still possible, I can see how

                                                                                                              • Dropshipping Address - Does Not Show on Invoice Correctly

                                                                                                                When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being

                                                                                                              • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

                                                                                                                Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,

                                                                                                              • Zoho Invoice Customer Login Portal

                                                                                                                Are there any plans for a customer portal to Zoho Invoice, ala Freshbooks?  I would like customers that I invoice to be able to login to review invoices and invoice history.  I have not switched from Freshbooks for this very reason.

                                                                                                              • the custom domain forwards by default to the old career site / how to switch it off??

                                                                                                                dear friends, how to switch off the old version of the career site?? The set up custom domain forwards directly to the old site, so that I cant publish it... Any ideas? Thank you! KR, Victoria

                                                                                                              • Partner with HDFC And Sbi Bank.

                                                                                                                Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

                                                                                                              • 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

                                                                                                              • What KPIs Do You Use to Measure Your Support Team’s Performance in Zoho Desk?

                                                                                                                Hi everyone, We hope you’re all doing well. We are trying to improve how we measure the performance and effectiveness of our support department, and we would really appreciate learning from the community. We assume there are several common and widely-used

                                                                                                              • Preserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects

                                                                                                                Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We use

                                                                                                              • CRM iOS App Missing Tags support

                                                                                                                Hi, I remember reading either a tread on iOS (Maybe Later) & Android (i believe Now Supported) regarding “Tags” in the mobile apps unfortunately I can’t seem to find either. Could we clarify are “Tags” support coming to CRM iOS app as searching the forums

                                                                                                              • Imported contacts succesful but contacts do not show up in Contacts

                                                                                                                I imported +300 contacts. I can see them in import history. When clicking on a contact in import history I see all the imported contact details for any given contact. So import seems to be successful.   However the imported contacts do not show up in the contacts tab. Not in All contacts, and not in a filtered view where they absolutely should show up. The search function also does not find any imported contact.   Help?

                                                                                                              • Hotmail is STILL blocking the zoho mail IP

                                                                                                                Greetings, as I already mentioned in my last message, my Zoho IP has been blocked by Hotmail for more than 15 days. Although someone said that the issue was "solved," it still isn't, and this amount of time seems neither normal for a "serious" company,

                                                                                                              • Pre-fill webforms in Recruit

                                                                                                                I don't want to use the career site portal (as I have my own already), but I would like to direct users to the application forms for each role, from my website job pages. Is there a way to pre-fill fields in Recruit application forms, so that I only have

                                                                                                              • Zia Actions: AI-powered Workflow Automation for Faster and Smarter Execution

                                                                                                                Hello everyone, Workflows got a notch better with AI-based actions. Actions such as field extraction, prediction, auto reply, and content generation facilitate quick execution with improved speed and accuracy. Zia can intercept useful details in newly

                                                                                                              • Import KB template OR Export template for zoho desk?

                                                                                                                Greetings. Can you tell me if there is a way to get an EXPORT of my KB articles? OR is there a template you supply for importing KB articles into my zoho desk? I am looking for a method of understanding what fields can be imported, and what their possible

                                                                                                              • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

                                                                                                                Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

                                                                                                              • XML format to import knowledgebase into Zoho Desk

                                                                                                                Hi, We just started to use Zoho Desk and want to import our knowledgebase from our old support system (Freshdesk) to Zoho Desk. Can anyone give us information about the format of xml file to import? There is no explanation on the related page.

                                                                                                              • Can we add custom fields to portal community profiles?

                                                                                                                How do we add custom fields to our profile pages in our portal community? If we have the ability to add custom fields, will we be able to access those fields via API? We want to use our Desk community in our help portal as our primary community and would

                                                                                                              • Weekly Sales Summary

                                                                                                                Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generated

                                                                                                              • Client Portal ZOHO ONE

                                                                                                                Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would

                                                                                                              • Restrict Addresses in Zoho Forms?

                                                                                                                In the address field, is there a way to restrict the addresses that auto populate (via Zoho Maps or Google Maps) to a specific state (I know it's possible with the country). Additionally, how often does the address in Zoho Maps get updated? Certain addresses

                                                                                                              • Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed?

                                                                                                                Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed? If not, can anyone share a work-around that could help me get an RSS feed for individual category forums?

                                                                                                              • ASAP Widget Not showing "My Tickets"ed

                                                                                                                Hello Team, I have created a ZOHO ASAP Widget and embedded to my portal app.clearvuiq.com , widget renders ok and I can open tickets from widget. However I want my opened tickets to be visible in the widget. How can I achieve that?

                                                                                                              • Add Zoho Forms to Zoho CRM Plus bundle

                                                                                                                Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and

                                                                                                              • How to view CRM Sales Orders in Desk

                                                                                                                What's the usual way to view all CRM sales orders linked to a contact, when viewing a ticket in Desk? I don't want to have to open a new tab to see the order in CRM. And the Desk CRM sidebar doesn't seem to be configurable. Would I have to use an extension

                                                                                                              • Kaizen #219: Actions API - Webhooks APIs - Part 1

                                                                                                                Hello all!! Welcome back to a fresh Kaizen week. In the previous weeks, we covered Workflow Rules APIs, Actions APIs - Email Notification APIs, Tasks Update API, and Field Update API. This week, we will continue with another Actions API - Webhooks API

                                                                                                              • Pricing Strategies: #3 Services never Stop with just Plans

                                                                                                                "Hey, while you're here, could you also take a look at the vegetable patch?" Aaron hears that line almost every week. He runs a small gardening service, the kind where customers subscribe to a simple monthly plan that includes basic maintenance, mowing,

                                                                                                              • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

                                                                                                                Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers

                                                                                                              • Lead Blueprint transition in custom list view

                                                                                                                Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed

                                                                                                              • Cropping Photos for Zoho Sites

                                                                                                                Hi, I'm wondering if there is a built in crop tool for zoho sites for my photos so I can crop them and see what the crop looks like on the site?

                                                                                                              • Deluge scripts

                                                                                                                Why is there not a search function to make it easier to find the script of interest when modifications are required.

                                                                                                              • WorkDrive and CRM not in sync

                                                                                                                1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here

                                                                                                              • Next Page