Zoho Developer Community Monthly Digest - November 2024

Zoho Developer Community Monthly Digest - November 2024



Hello everyone!

Welcome back to the November edition of the Developer Community Monthly Digest. Dive in to explore the upcoming events, hands-on training sessions, exciting product updates, insightful discussions, and more to keep you informed and inspired!

Upcoming Events

Creator Tech Connect

Title: Creator Tech Connect – Product Release Updates.
Date: December 12, 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

Creator's tech connect series would comprise 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. The previous session focused on directory stores and device management in Zoho Creator using Zoho Directory and in the upcoming session, we will explore some of the key product release updates in Zoho Creator.

Zoho Flow

This 3-day training includes an introductory session on Zoho Flow followed by an exclusive online training.
 
Title: Get to know Zoho Flow
Date: December 10, 2024
APAC & EMEA: 3 PM to 4 PM IST – Registration Link
Americas: 9 PM to 10 PM IST – Registration Link

In this one-hour session, we'll guide you through the different features of Zoho Flow and show you how they can be used in various industry-specific scenarios. We'll also provide a live demonstration on how to manage and configure your flows effectively and address any questions you may have regarding Zoho Flow.
 
Title: Zoho Flow training: Mastering integration workflows
Date: December 11-12, 2024
Duration: 2 Hours per day
APAC &EMEA: 3 PM to 5 PM IST – Registration Link
Americas: 9 PM to 11 PM IST – Registration Link

In this exclusive two-day training, you'll learn how Zoho Flow can transform your business by integrating with multiple applications to enhance productivity. Over the course of these sessions, you'll experience live demonstrations where we'll build customized integration flows tailored to meet specific business needs, highlighting the full power and flexibility of Zoho Flow in real-time. Don’t miss out on this chance to gain valuable insights and practical skills!

Catalyst Webinar

We are excited to invite you to our upcoming webinar showcasing two powerful new features in early access: Pipelines and Job Scheduling. As a valued participant who has previously engaged with our early access features, your insights and feedback are incredibly important to us. In the upcoming webinars, we will delve into the functionalities of Pipelines and Job Scheduling, designed to enhance your software development lifecycle:

Pipelines: Discover how to create and manage customizable sequences of stages—from compiling code to deploying applications—using our intuitive Catalyst console. Learn about integrating with version control systems like GitLab, GitHub, and Bitbucket, and explore the YAML configuration options that allow you to tailor your pipeline to meet specific needs.

The webinar shall be conducted at the times mentioned below, you can join at your convenience:
Time Slot 1 – 11 Dec 2024 – 10 AM Indian Standard Time (GMT + 05:30)
Time Slot 2 – 12 Dec 2024 – 10:00 AM US Central Time (GMT - 05:00)
Job Scheduling: Uncover the components that enable you to create jobs and job pools, executing them seamlessly to trigger Job Functions, Circuits, Webhooks, and AppSail services. We will also demonstrate how to configure cron jobs for efficient scheduling directly through the console or via code.

The webinar shall be conducted at the times mentioned below, you can join at your convenience:
Time Slot 1 – 16 Dec 2024 – 10 AM Indian Standard Time (GMT + 05:30)
Time Slot 2 – 17 Dec 2024 – 10:00 AM US Central Time (GMT - 05:00)

This is a fantastic opportunity to gain hands-on knowledge about these features and ask any questions you may have.

Resource Spotlight

Info
We've consolidated all the resources from the developer community learning series into a centralized hub for your convenient access. Consider bookmarking our Zoho Developer Community website to stay informed about the latest updates in the developer community.
  • Zoho CRM Developer Updates
    • Introducing Queries in Zoho CRM: We are thrilled to announce Queries, a powerful feature that allows you to dynamically retrieve data from Zoho CRM as well as third-party services directly within our platform. With Queries, you can streamline your workflow, gain deeper insights, and make data-driven decisions without leaving the product. leverage the power of data retrieval using REST API and COQL, along with schema management, serialization of responses, and other functionalities in data handling. Refer to our help documentation to learn more.
    • SDKs:
      • Upgraded Java SDK supporting V7 APIs to version 5.0.0
      •  Upgraded PHP SDK supporting V6 APIs to version 7.0.0

    • Kaizen Posts:
      • Kaizen 162 – Explore how to add tags and open pre-filled email drafts via client scripts
      • Kaizen 163 – Learn about the significance, types, and practical uses of Extension Widgets in Zoho CRM.

      • Kaizen 164 – Learn about the Client Credentials Flow in OAuth2.0 and when you can use it.

      • Kaizen 165 – Learn how to call Zoho CRM APIs using Client Script

      • Kaizen 166 – Learn how to handle variables in Zoho CRM Queries and associate it in Kiosk to dynamically retrieve data.

  • Zoho Creator Webinars: Get access to the previous Zoho Creator Session recordings from Youtube & Zoho Creator Studio below:
  • Zoho Cliq 6.0: Meet Cliq's newest upgrades: bot calls, schedulers, and charts and graphs. Each addition is designed to give you a better way to access data with the help of automation. Learn more.

  • Generative AI for Customer Experience: Generative AI is transforming the way businesses connect with their customers, yet amidst all the hype, it’s easy to miss how this cutting-edge technology is reshaping customer experiences. Curious about what the excitement is all about? Dive into this blog to find out!

Community Discussions

Zoho Developer Forum

Developers ZUG Cliq Channel

Info
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.
  • To quote our community member @Emuobosa, "After years of building solutions, some challenges come to humble you." He faced a relatively simple but hard-to-spot issue when integrating Zoho Writer with Zoho Sign. Thankfully, a second set of eyes—@Venessa's—another community member, helped track down the issue and got his code working! Take a look at the conversation here.
  • Sometimes, one might get the code to work successfully, but the end result may not be what was expected. @Emuobosa, from the previous conversation, faced a similar dilemma where the result of his successful API calls weren't working. Again, another group of community members come to his rescue and help solve the issue. Check out that conversation here!
  • This next conversation is a classic example of members of the community joining forces to help squash a pesky bug in Deluge code. Take a look at it here.

Community Spotlight

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. 

Make sure to follow the digest each month for the most recent updates and conversations. Stay connected and participate in the forums and the Cliq channel to be featured in the upcoming month's digest. Wishing you an amazing month ahead!

Oh, you've made it all the way here? We’re flattered! We know that this edition is a little lighter than usual—looks like everyone is in full holiday mode, leaving us to hold down the fort ;) Don’t worry, though; we’ll be back next month with even more exciting updates, events, and spotlights to kickstart the new year. Until then, happy holidays and see you in the next one!


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

                                                                                                            • Prevent stripping of custom CSS when creating an email template?

                                                                                                              Anyone have a workaround for this? Zoho really needs to hire new designers - templates are terrible. A custom template has been created, but every time we try to use it, it strips out all the CSS from the head.  IE, we'll define the styles right in the <head> (simple example below) and everything gets stripped (initially, it saves fine, but when you browse away and come back to the template, all the custom css is removed). <style type="text/css"> .footerContent a{display:block !important;} </style>
                                                                                                            • Workdrive 5.0 / API Documentation Workflows

                                                                                                              Hi Zoho, When will the API documentation of the workflows be published? We are interested in using it to trigger manual workflows from an external application. Greetings, Justin
                                                                                                            • Error: Unsupported content type: text/html;charset=UTF-8 after tryeing to get the token for n8n automation

                                                                                                              I am working on ZOHO Desk automation and need to get the ZOHO auth token for n8n I have created the app in ZOHO Desk API, got client id and client secret. Added all data required to get a token in n8n. After I sign in with my ZOHO credentials in ZOHO
                                                                                                            • Replace Lookup fields ID value with their actual name and adding inormation from subforms

                                                                                                              Hi everyone,  I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below.  To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when giving
                                                                                                            • Webhook from Zobot to Zoho Flow fails

                                                                                                              I'm trying to connect from zobot to zoho flow. When testing in zflow, I am receiving all entered data from the connector correctly. The SalesIQ connector's "outputreaction" is {} (is this normal or is there a problem?). But as soon as I try my chat bot
                                                                                                            • Transition from Sole Proprietorship to GmbH (Limited Liability Company) – Best Approach in Zoho Books / Zoho One

                                                                                                              Hello everyone, I am currently operating under a Zoho One plan with a sole proprietorship in Switzerland. As of January 1st, 2026, I will be incorporating a new legal entity – a GmbH (Swiss equivalent of a Limited Liability Company). While the business
                                                                                                            • 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
                                                                                                            • Best way to display complex Bookings Consultation Descriptions on Zoho Site?

                                                                                                              I am a new user so apologies if this has been asked before. I couldn't find any answers in the forum. We offer 18 complex Consultations to our subscribers. Our current platform lets me put detail on these Consultations thoroughly (200-300 words) during
                                                                                                            • No Response from Zoho Support in 8 Days - Typical?

                                                                                                              I have a couple of issues I'm trying to work through. Initially, I was getting support from support@zohofsm.com, but I have not received a response in 8 days (11 on another question). Is this typical? Can I pay for support? For context, I am not spamming
                                                                                                            • 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
                                                                                                            • Age Calculation

                                                                                                              I've attempted to calculate the age of someone based on their birthday input by using the formula field. It works but I don't want all those decimals on there. I then tried to use "set variable" after birthday input but I get a field type mismatch, long vs. floating. Any ideas would be wonderful.
                                                                                                            • Access Denied

                                                                                                              I am iOS Developer and updating our clients project and shifted ZohoDeskPortalCore SDKs from cocoapods to SPM and changed few lines of code but now i am get access denied, the help center app is unavailable. please contact administrator.
                                                                                                            • Using Zoho Desk to support ISMS process

                                                                                                              Hi, I am evaluating using Zoho Desk for security incident management. This seems to be aligned with Zoho Desk purpose as its just another type of incident. However in security incident management, ideally I can link incidents (tickets) with a risk from
                                                                                                            • Filtering Tickets based on Email headers

                                                                                                              We're starting to get a lot more junk coming into our Zoho Desk, which is then triggering unnecessary email alerts to agents. Once thing we could do to cut this junk in half, is to filter tickets based on email headers. Any email containing the `List-Unsubscribe`
                                                                                                            • Field Dependency Not Working on Detail Page in Zoho Desk

                                                                                                              Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear
                                                                                                            • TaxJar vs Avalara

                                                                                                              Hi, I'm evaluating adoption of a sales-tax service for US based business. Anyone else have experience with TaxJar and Zoho Books? I am a Zoho One subscriber so anticipate needing to use Flow to make this work. It seems like Avalara are simply too expensive
                                                                                                            • How to check Leads with no Task (open activity)

                                                                                                              Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.
                                                                                                            • What can we do on our end to improve the Answer bot answers?

                                                                                                              Hi, I'm using the Answer bot card in the Codeless bot builder. I've input several questions and their answers in the FAQ section to feed the Answer bot. The text is all in French, as this is the language our customers communicate in. I've tried testing
                                                                                                            • Zoho Books Sandbox environment

                                                                                                              Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a
                                                                                                            • Taxes for EU B2B Transactions

                                                                                                              Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid.  This is essential for all inter EU B2B trade.
                                                                                                            • Zoho Down

                                                                                                              I have a drop in my Zoho One services.
                                                                                                            • Customer Parent Account or Sub-Customer Account

                                                                                                              Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
                                                                                                            • Issue with Inline Images in Email Reply via Zoho Desk API

                                                                                                              Hi, I am attempting to send inline images in an email reply using the Zoho Desk API, but the images are not being displayed inline for the recipient. I have followed this documentation: https://desk.zoho.com/DeskAPIDocument#Uploads https://desk.zoho.com/DeskAPIDocument#Threads#Threads_SendEmailReply
                                                                                                            • How to upload file to Connect using API?

                                                                                                              Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.
                                                                                                            • Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions

                                                                                                              Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authentication
                                                                                                            • How can I setup Zoho MCP with Chat GPT

                                                                                                              I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?
                                                                                                            • Group Tax in Service Line Items

                                                                                                              Hi FSM Team! I noticed that when you update a tax in the service line item the group tax is not showing up as an option. Let me know what can be done thank you!
                                                                                                            • Zoho Campaigns - Why do contacts have owners?

                                                                                                              When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have
                                                                                                            • FSM Improvement Idea - Show an Import button when there is no data

                                                                                                              I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import
                                                                                                            • Whatsapp Limitation Questions

                                                                                                              Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
                                                                                                            • Zoho FSM API Delete Record

                                                                                                              Hi FSM Team, It would be great if you could delete a record via API. Thank you,
                                                                                                            • Insert auto number from main form into subform rows

                                                                                                              Hello. I'm trying to take from my main form "order number" which i have setup as an auto generated number into every line created in my subform. So when a row is created in my subform i want the "order number " from the main form to be inserted automatically.
                                                                                                            • Adding a developer for editing the client application with a single user license

                                                                                                              Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer
                                                                                                            • Function #4: Schedule Customer Statements

                                                                                                              Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over
                                                                                                            • Limiting search or dependencies with an asterisk "*".

                                                                                                              I have a form with several dependency fields with options still developing for each field. Since these options were developing and not yet ready to be a selection in the field, I placed a filter for the dropdown field. In this filter, I selected fields
                                                                                                            • Collaps Notes

                                                                                                              There are times when long/large notes are added to a record i.e. Accounts or Deals etc. Currently, the full note is displayed in the notes related list section. It would be great if by default only 5 to 10 rows of the note are displayed when the note
                                                                                                            • Improved RingCentral Integration

                                                                                                              We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.
                                                                                                            • How to overcome limitations in meetings

                                                                                                              As a company, one of our deliverables is a meeting between two other companies, where we act as facilitators. So, if we recorded this meeting  in Zoho CRM, it should be connected to 2 accounts, 2 contacts, and 1 campaign (a campaign, in our use, is the
                                                                                                            • Cross Data Center Support for 1:1 Chats with External Users

                                                                                                              Hello Zoho Cliq Team, We hope you're doing well. We appreciate the recent enhancement that enables cross data center collaboration in external channels, which has already improved communication across distributed teams. However, we’ve noticed that this
                                                                                                            • Support Bots and Automations in External Channels

                                                                                                              Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels
                                                                                                            • Next Page