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
Search Records returning different values than actually present
Hey! I have this following line in my deluge script: accountSearch = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:" + rsid + ")",1,200,{"cvid":864868001088693817}); info "Account search size: " + accountSearch.size(); listOfAccounts = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:"Making digital signatures accessible to all: Introducing accessibility controls in Zoho Sign
Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will goSuper Admin Access to All Courses and Spaces in Zoho Learn
Dear Zoho Learn Team, We hope this message finds you well. We are using Zoho Learn extensively for internal and agent training. While managing our courses and spaces, we encountered a significant limitation regarding admin access and course management.Print checks for owner's draw
Hi. Can I use Zoho check printing for draws to Owner's Equity? This may be a specific case of the missing Pay expenses via Check feature. If it's not available, are there plans to add this feature?[New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool
[Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your callRevenue Management: #10 Common Mistakes while Recognizing Revenue
We are at the end of the series on Revenue Management, covering how different businesses recognise revenue. Even with clear standards like ASC 606 and IFRS 15 in practice, businesses often struggle with the nuances of revenue recognition. Especially growingWindows Desktop App - request to add minimization/startup options
Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menusintegarting attachments from crm to creator
when i tried to integrate pdf attachments from crm to creator via deluge i am getting this error {"code":2945,"description":"UPLOAD_RULE_NOT_CONFIGURED"} the code i used is attachments = zoho.crm.getRelatedRecords("Attachments","Sales_Orders",203489100020279XXX8);Search Option
🚫 Current Limitation: As of now (September 2025), Zoho FSM lacks a global search functionality, which makes it difficult to quickly: Find specific Work Orders by number or keyword Search for customer records or contact info Locate assets, jobs, or serviceMobile Chat Window - Full Screen
Hello, The mobile chat window takes up the full screen, which is highly confusing for most customers! Using a desktop machine, I see the same happens when reducing the browser width to 800px or below. This suggests that it responsive web design, causing the switch to full screen. Can we fix this very annoying behaviour ourselves using a custom css file? If so, can you please let me know how? ThanksIs it possible to customize ZC Themes?
I understand you can choose a layout and customize Brand Color, App Header, Menu, and Sub-Menu components, but can you override some of the default theme settings with CSS or a config file? For example, - Table highlight color - Listview auto filter highlightIs it possible to create Custom function-based Lookup field in Zoho CRM
Is it possible to create a custom function-based lookup field in Zoho CRM? If so, how? Use case: Need to fetch users from Zoho Projects into a dropdown field in Zoho CRM.@mention in comments no notification
Hi, hope someone can help. When we @mention someone in the comments in Zoho Creator, how is that user notifed as we don't get anything on email or in the app notifications.Zoho unified inbox
The new changes have definitely improved things for switching between accounts. But zoho still desperately needs a unified inbox. It sucks to have to enter filters and folders for each and every inbox. This seems like such a simple thing, i wonder why Zoho hasn't done it?Add "Running Balance" column to Account Transaction Reports
Hello, Currently Zoho Account Transaction Reports give you the opening balance, then lists the transactions, then provides the closing balance. It would be great if you could add a column on the far right that shows the "Running Balance" on the account after each transaction. There are many times when analyzing or tie-ing out transactions that this would be very helpful. I currently have to frequently run a tape on my adding machine to get balance totals after a specific transaction on the list.IMAP Server not responding.
Trying to connect a phone via IMAP and getting "imap.zoho.com not responding." Is the server down, for maintenance or otherwise? I've tried this on two different devices and got the same error on both.Unified customer portal login
As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is thatWhatsApp Channels in Zoho Campaigns
Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.error : Object code : 6500
b3 = map(); b3.put("name", "Test Project Name"); updateprojects2 = invokeurl [ url :"https://projectsapi.zoho.eu/restapi/portal/era0130/projects/169495000000928007/" type :PUT parameters: b3 connection:"in2" ]; info b3 ; info updateprojects2; ------------How to book GST paid in zoho books
hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharthI got unknown charge from Zoho
Good day, I need help disputing a charge I don't know from, zoho. I have ZohoMail and ZeptoMail. I purchase credits for ZeptoMail, and for ZohoMail I am not subcribed.How can I see content of system generated mails from zBooks?
System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.Function 56: Automatically enable the option for customers to pay via bank account
Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment trackingAttach Files to Your Notecards and share them on the go!
Hey everyone! We’re excited to share a feature many of you have been asking for — you can now attach files directly to your text notecards and share with ease! 🙌 This update was built with your feedback in mind, especially for those who wanted a simpleCan i connect 2 instagram accounts to 1 brand?
Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?Workdrive on Android - Gallery Photo Backups
Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. EmmaIntegración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)
Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? GraciasHow to add a % Growth column for year-over-year comparison (2024 vs 2025)
Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,How to searchByCriteria records that are under approval?
I need to search for both approved and pending approval records Is that possible with this method? Or I need to a different method? var priceReqID = $Page.record_id; log(priceReqID); var records = ZDK.Apps.CRM.Price_List_Item.searchByCriteria("Price_Request:equals:"How to add Simple Analytics to Zoho Pages?
I have a website with Zoho Pages, how do I add Simple Analytics on it? They seem to have code they need to be embedded https://docs.simpleanalytics.com/scriptEnd Date in Zoho Bookings
When I give my appointments a 30 minutes time I would expect the software not to even show the End Time. But it actually makes the user pick an End Time. Did I just miss a setting?Cant seem to delete an email account
Hello, I have researching for 4 days how to delete an email account and I am absolutely without a clue. The email account I am trying to delete is support<AT>fyshoes<dot>com. It's the first email account I made and it (is???) was associated with the super user (me). I have since changed it to adming<AT>fychoes<dot>com and I see the support email in my list but I just cant seem to get rid of it. Ultimately I want to associate that email account with another user that I want to add. This is reallyCommerce Order as Invoice instead of Sales Order?
I need a purchase made on my Commerce Site to result in an Invoice for services instead of a Sales Order that will be pushed to Books. My customers don't pay until I after I add some details to their transaction. Can I change the settings to make thisImport data into Multi-Select lookup field from CSV/Excel
How to import data into a multi-select lookup field from the CSV/Excel Sheet? Let's say I have an Accounts multi-select lookup field in the Deals module and I want to import the Deals with Accounts field. Steps:- 1. Create/edit a multi-select lookup fieldSync desktop folders instantly with WorkDrive TrueSync (Beta)
Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:Script that deletes a record?
We're using WP Plugin "Integration for WooCommerce and Zoho Pro", and have created a couple of Feeds to send data to Zoho. We are trying to create Contact records, but only based upon condition. Tried to make it with small Deluge function and Workflow,A formula that capitalises the first letter of each word
Hi all, is there a zoho formula that can capitalise the first letter of each word in a string? INITCAP only capitalises the first letter of the first word.Quotes in Commerce?
In Zoho Ecommerce, I need to be able to generate quotes, negotiate with customers, and then generate invoices. Currently, I plan to integrate Zoho CRM to generate quotes. After negotiation and confirmation, I will push the details to Zoho Ecommerce toZoho Commerce - Mobile Application
Does Zoho Commerce have a mobile application for customers to place an order?Register user through Phone Number by Generating OTP
In zoho commerce , I am developing website on online food store Inilialy the user get verification code to their email for registering there account for login. But I need to login using phone number by generating OTP automatically rather than verificationNext Page