Zoho Developer Community Monthly Digest - November 2023
Hello everyone,
Welcome to the November edition of the Zoho Developer Community Digest. We are back with some exciting updates and noteworthy discussions within our developer community. Let's get started!
November Highlights
Zoho Developer Hangout - Episode 11
In this episode, Zoho MVP @Bhoomi Joshi and her teammate @Ram Adarasupally from Intovex LLP, shared their insights into the importance of custom portals, the integration of Zoho applications with third-party web portals, and the technology stack utilized in the underlying architecture. Additionally, they reviewed the business process of a custom portal through a demonstration focusing on banking integrations and custom API. Watch the recording of the meetup here.
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 Finance Developer Portal
We're excited to introduce an exclusive platform designed to enable developers and businesses alike in creating extensions for Zoho Finance applications. Read through this blog and explore all the features of the developer portal.
Upcoming Events
- Year-end Git-Together: It's time to unwind, connect, and share. We're excited to invite you to an exclusive virtual coffee chat (BYOC - Bring Your Own Coffee!) with the developer community on December 15 at 3:30 PM AEDT & 8:00 AM PST. We want to hear your journey, the challenges you conquered, and the lessons that made you the developer that you are today. This is a no-agenda meetup curated to create a space for you to share your tech-story and aspirations for 2024. Register here for fun and inspiring conversations with your peers.
- 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.
Date: December 14, 2023
Topic: Release Updates and Recap Series in Zoho Creator - Part 3
APAC & ANZ: 11 AM to 12 PM IST - Registration Link
Americas & EMEA: 9 PM to 10 PM IST - Registration Link - Zoho Writer Webinar: In this webinar, you will learn to create interactive forms or turn PDFs into fillable forms, generate documents in bulk and share them for negotiation, review, approval, or signature, and automate routine tasks with document workflow tools. Registration and more details here.
Community Discussions
Zoho Developer Forum
- Is there a way to control the JSON response returned by the CRM function REST API? @Emranul Hassan sure has a solution, and he has elaborated it in detail with a code snippet in this conversation.
- Modifying field names can often create confusion with its corresponding API names. Check out the different approaches suggested by the community to @Philip when he sought help to find API name of a field.
- Here's a solution from @Anant Garg for invalid_client error while fetching access token from grant token.
- This is how @Pheranda Nongpiur helped @Jin Yeh with the functions to use when trying to validate the account status as "Success" or "Inactive" when the opportunity's stage changes to "Closed Won" or "Closed Lost."
- Check out this solution suggested by @Sunderjan Siddharth for implementing a counter on CRM records to monitor the frequency of actions taken on a record.
- Go through the solution suggested by our MVP @Bhoomi Joshi for attaching a file to a field in CRM.
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.
- Follow the suggestions by @Mike Simpson and @Steve Slothouber to download all records from a View in CRM.
- Check this thread to understand the solutions provided by @Greg Belnap and @Maureen to @LaVerne Cox about her use case for triggering email to contacts in her custom module.
- Here's an interesting conversation regarding converting language when adding a lead to your CRM from an external website. The focus was on translating the date field into French, and various workarounds were suggested. For more details on this topic, check out the link, especially if you're working on a similar task.
- Wondering how to retrieve messages from a specific time and a way to forward messages on Cliq? Then this thread is for you.
- If you also faced the bug while using an invokeurl task to send_mail, then this is the chat you should take a look at and participate too. The solution is to set the org_email to true.
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.
- Zoho Cliq for Developers 101: Get an overview of the tools available in the Cliq Developer Platform and their optimal use for automating daily tasks, integrating Cliq with other apps, and creating custom solutions for your business operations. Be sure not to overlook the fascinating use cases implemented by the Zoho Cliq team for our staff.
- Zoho Creator Webinar: Get access to the previous Zoho Creator Session Recordings below:
- Previous Session Links (Youtube):
- Learning Table Series: Creator for Hospitality
- Creator Tech Connect: Zoho Creator Release Updates - Part 1
- Creator Tech Connect: Zoho Creator Release Updates - Part 2
- Playlist Links (Youtube):
- Previous Session Links (Zoho Creator Studio):
- Playlist Links (Zoho Creator Studio):
- Building Extensions for Zoho Projects #3: In this post, learn how to publish and install an extension, and share a private extension with a user.
- Kaizen: This series aims to benefit developers to gain insights into the various developer tools available in CRM.
- Kaizen #110: Learn all about locking records through APIs.
- Kaizen #111: Learn how to set default values for fields based on different layouts using Client Script.
- Kaizen #112: Learn how to raise Signals in Zoho CRM through functions.
- Kaizen #113: Learn how to raise Signals in Zoho CRM using Zoho Flow.
- Zoho CRM Developer:
- We have released the Data Model feature that helps you understand and visualize the overall structure of your CRM data, and identify the relationships between different entities.
- We have updated our Services APIs where you can create and update “Not in Use “services outside business hours/days.
- You can now bulk import data to modules that have children like subforms, multi-select lookup, and multi-user lookup fields in a single job. Refer to this doc for more details.
- Circuits in Zoho CRM is now available to all users in the US, EU, and IN DCs(all editions except Zoho One). Check out this announcement for more details.
- We have increased the maximum available daily credits for the Enterprise and Professional editions of Zoho CRM. Refer to this announcement to know more.
- SDK updates:
- Zoho Creator: This post contains the latest updates and developments in Zoho Creator.
- Deluge: This post features the highlights from the past month.
- Zoho Writer: Discover the upcoming improvements to the Merge and Store API, including the introduction of v2 and the phase-out of v1.
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 fourth ZDH presenter, Jeremy Nagel. 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.
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 features in the upcoming month's digest. Wishing you an amazing month ahead!
SEE ALSO
Access your files securely from anywhere
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
Greg Belnap
Sticky Posts
Extensions 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 helpZoho Developer Community Monthly Digest – March 2025
Hello everyone, This month is packed with exciting product updates, learning sessions, and powerful community conversations that remind us: sometimes, the best solutions come from a single shared question. From quick workarounds to upcoming training events
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
The way that Users can view the ticket
I have created users. What I would like to achieve is the following: All users under the same company account should be able to view each other’s tickets.Zoho UAE SMS/WHATSAPP
Hello everyone, so I have a question as regards DC and their impact on automation, integration and app usage. For example I am working with a UAE clientniw but each time I tried to connect their WhatsApp and sms then automate their process I tend to receiveLooking to Flag or Tag contacts/ accounts on Zoho Desk?
I am looking for a way to flag certain accounts and make it obvious on the views pages. So for example if a has a certain package or needs extra attention it is clear before even clicking on the ticket. This could be via adding a tag or flag onto an account,setting date-time field from string
hello everyone, i hope someone could help me. i have a date-time field in a form that i want to fill in from two separate fields of date, and time. i need to combine the two fields to a one date-time field but can make it work. i tried to convert theCalendars and CRM Contacts
I'm finding having multiple calendars in Zoho One so confusing. I have a few questions so I can get this straight. We have a meeting room that we have set up as a resource in Calendar. Can this be set up in Bookings and the CRM Calendar? Using Zoho Calendar,Announcing new features in Trident for Mac (v1.23.0)
Hello everyone! Trident for macOS (v.1.23.0) is here with interesting features and thoughtful enhancements to elevate your workplace communication and productivity. Here's a quick look at what's new. Record your meetings. You can now record audio andApplying a record template
Hi all, I can't figure this out. I hope you can help. The scenario: We have learners who have to complete a 'digital' journal with tasks in order to qualify. Those tasks, once completed, need a final signature from their 'Mentor', which will trigger theirQuickbooks invoice with Zoho Creator
Is it possible to push data from Zoho Creator directly to an invoice on QuickBooks? If so, where can I find information on how to do this?Help: Capture full page URL in hidden field when same Zoho Form is embedded on multiple pages (iframe)
Hi all, Goal Use one Zoho Form across multiple pages and record the exact page URL (incl. subdomain + path + hash) where the user submitted it. Example pages: https://www.example.com/cargo/ https://www.example.com/cargo/containers/#contact https://cargo.example.com/auto/Automatically Populate fields - HELP!
There have been many discussions on this but I still can't seem to get it to work for me. I am trying to create a lookup field and have other fields automatically populate. Based on the instructions in the Help Center, I should be using the "on user input". It's just not working, here is the layout... Both forms are in the same application. Current form is called Add Note, form to fetch records from is called Add Client. Lookup field is called Select_Client_ID related field in fetch form is calledPush notifications to portal users
Hi all, it is possible to send push notifications to portal users?Rename the attachment from record template pdf in the sendmail deluge script
Hello Zoho, I urgently need a feature to rename record templates that I send via the sendmail feature. The program I created sends emails to clients with an invoices that have been created in the invoice database. If the user selects 3 invoice numbers,Alt Text On Multiple Images
I'm using Zoho Social to post to a charity website. Often the posts have multiple images, but it seems there is only one field for Alt Text. Does that mean I can only include it for the first image? Or is there a way to add alt text for all the imag[SOLVED] Getting 401 when trying to download ticket attachment via API
I'm able to use the API just fine to access ticket content. But I cannot download ticket attachment, keep getting 401 Client Error. Example: https://desk.zoho.com.au/api/v1/tickets/{ticket_id}/attachments/{attachment_id}/content?orgId={org_id} For headers,Zoho project – Workdrive integration.
Hello everyone, I was wondering something, we did the Zoho projects integration with Zoho Workdrive but nowhere during this integration we could set the location of the folders that would be automatically created in Workdrive. As I understand it, it createsScriptを埋め込みたくてOn User Inputを探しているのですが・・・
編集モードで、Scriptを埋め込みたい項目を選択し、「項目のプロパティ」パネルで、その下のほうに「フィールドアクション（Field Actions）」という見出しがあると聞いたのですが、そもそも、それが見つかりません。そのために、On User Inputなどのイベントが選べません。 画面の英語を日本語に訳しているためにわけわからん状態になっているのかも知れませんが、わかる方、いらっしゃいますか？Problem with cloud query exceeded
When making a call I get this error, It is associated with a function in node that calls external APIs This is the code //tokenConsultar = thisapp.ObtenerToken(); //input.token = tokenConsultar.get("output").toMap().get("token");Showing Total of Funnel Chart Legend (With Values) Items
Hi, We are using the funnel type chart for displaying our zCRM sales pipeline stages and associated sum of deals in each stage. We have configured the legend to show the associated value (Deal Amount (Sum)) for each stage adjacent to the legend items (Stages). Is there a way to display the total of the values in the same chart? For example, at the bottom of the legend or maybe as a #merge placeholder in the legend title?How to Convert VCF Contacts to CSV using Excel
Many users switch from traditional address books to digital formats like vCard and CSV. These formats allow users to easily manage their contacts. However, a difficulty comes when you need to transfer your contact information to another application orField authorization for Linking module in Zoho CRM portal
Hi guys! Currently building a customer portal for one of my clients, and I ran into a bit of a roadblock while using a multi-select lookup field. The issue is that there is no way to hide or define access in the linking module created by this multi-selectKaizen #63 - Layout Rules in Zoho CRM
Hello and welcome to another week of Kaizen! This week, we will be discussing Layout Rules in Zoho CRM. If you need to modify the layout of a module based on user inputs, or to show or hide sections based on the value of a specific field, we have gotZoho CRM Portals - allow access per account
Hello all, I am trying to set up a portal for our customer but I seem to be hitting an obstacle and I am not sure if it is my problem or a limitation in the software. So basically the way I understand the portal Contact Email > Each Record or RelatedAndroid - Writer não acentua em Português com teclado bluetooth
Gosto muito do Zoho, tanto o Note quando o Writer. Infelizmente, o Writer sofre de um problema sério: ao usar um teclado bluetooth, forma mais cômoda de lidar com um processador de texto, os acentos (todos!) da Língua Portuguesa não são aceitos. TodosSet File Upload fields as mandatory
Currently the CRM for some reason lacks the ability to set a file upload field as mandatory So we have an issue We have a requirement that before a Deal stage is set as Deal is Won the member needs to upload a file Now for some weird reason in Zoho IEditing HTML in Zoho CRM Email Template
I am trying to create a template within the CRM email option, but need to be able to use custom HTML. There does not seem to be a way to do so.Ability to CC on a mass email
Ability to CC someone on a mass email.How to make attachments mandatory
I want the user to be unable to mark an opportunity as Closed – Won if it doesn’t have any attachments. I’ve already tried client scripts and functions, but nothing worked.SLA Ticket Report
From data to decisions: A deep dive into ticketing system reports Service level agreement (SLA) ticket reports in a help desk system are crucial for ensuring that services are delivered according to established commitments. They help maintain accountabilityZoho Backstage - PCI Compliance / Web Security
I have a couple of questions related to Backstage and payment processing.... 1. my purchasing division is not giving approval to use Backstage yet because of some security issues. In order for us to take payments via a payment gateway like Authorize.netZoho Tables August 2025 Update: Faster and Smoother
We’ve been working behind the scenes to make Zoho Tables faster, lighter, and more reliable. Here are the highlights: Faster Response Times Optimised the way responses are generated. Reduced memory consumption by 20–25%, leading to smoother performanceVideo Upload from app says "unsupported aspect ratio" but is verified to be correct.
I and my social media person are experiencing a problem where Social will not accept video uploads to Instagram. The error we receive is "unsupported aspect ratio" but looking directly at the file in question we see that the width and ratio both matchDisposable Email Addresses
Dear zMail Team, Can you also bring out a few disposable email addresses for each accounts? That way occasional registrations and imminent spam from them can be largely solved right? ---- Deepak Vasudevan http://thamizhththendral.blogspot.com/Zoho sheet - Zoho expense
I want to schedule to create an expense using Zoho Sheet and flow. That is the EMI that I pay on a particular date to the bank and should be itemised, like principal and interest on the loan. Can someone help me in this regard??Ability to configure a schedule/shift for each user and/or crew in Zoho FSM
Hello, In our team of Field Agents, we have different shifts. Some field agent always work from 7:00 AM to 4:00 PM while others work the evening shift like 4:00 PM to 11:00 PM. Sometime shift are on weekdays only or on weekend. It would be great to beFree webinar: Streamlining customer service paperwork with the Zoho Sign extension for Zoho Desk
Hello Everyone! Have you been wondering about bridging the gap between digitised customer service and business paperwork? Join our free webinar to learn how you can do this by connecting Zoho Sign, our digital signature app, with Zoho Desk, our onlineZoho Books | Product updates | July 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in ZohoMail Search should allow grouping by conversation like Gmail.
Having switched from gmail I have found the search function hard to use. Mostly because mail is not grouped by conversation in search. If I search for a word when looking for a conversation had with someone then sometimes 10 emails will come up from theImprove Zoho Learn updated article notifications
I noticed today while updating an article, that the notification users get says "[User Name] has published article [Article Name]..." My feedback to the product team is that it would be really helpful for an end user, if the system notification differentiatedSafari Support
Safari, the world's second largest browser, zoho desk does not officially or fully support. That needs to change.Can I get images from an "Image Upload" field in a webhook?
I want to send images from 2 "image upload" fields via a webhook. Is this possible?Next Page