Zoho Developer Community Monthly Digest - October 2024

Zoho Developer Community Monthly Digest - October 2024



Hello everyone,

This edition highlights October's product updates, upcoming community events, engaging discussions that sparked inspiration, and celebrates the top contributors who drove progress. Grab your favorite beverage and dive in!

Upcoming Events

Alert
We're super excited to announce our first-ever Zoho Developer Community Hackathon, coming your way this November. Get ready to innovate and compete on a global scale! Registration opens soon, so stay tuned for more details!

Zoho Apptics 101 

Date: November 12, 2024
Time: 12:30 pm IST & 9:30 PM IST
Title: Sessions, Screens, and APIs

In this series, we’ll dive deep into every aspect of application analytics to help you understand how Zoho Apptics aids in measuring important KPIs that reflect your app's performance, growth, and engagement. The last session of the series this year, focuses on Sessions, Screens, and API tracking. Registration and more details here.

Creator Tech Connect:

Title: Directory stores and device management in Zoho Creator using Zoho Directory.
Date: November 14, 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 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. The previous session focused on managing domains, controls, and security policies in Zoho Creator using Zoho Directory and in the upcoming session, we will explore directory stores and device management in Zoho Creator using Zoho Directory.

Catalyst Webinar

Title: Boost eCommerce Efficiency by Automating PDF and Invoice Generation at Scale
Date: November 21, 2024
Time: 8:30 pm - 9:30 pm IST or 8 AM - 9AM PT
 
Are manual processes slowing down your ecommerce business? Join this webinar to discover how automation can revolutionize your operations. Learn how to generate invoices and PDFs seamlessly, reduce errors, and scale your business effortlessly.

Agenda:
  • The Power of Automation: Understand how automating invoices and PDFs can drive efficiency and enhance your ecommerce operations.
  • Seamless Integration: Learn how to implement automated PDF generation into your existing systems with ease.
  • Scaling for Growth: Explore strategies to optimize your processes and scale your ecommerce business effortlessly.

Learning Table Series:

Title: Creator for the Finance Industry
Date: December 5, 2024
APAC & ANZ: 11 AM to 12 PM IST - Registration Link
EMEA: 4 PM to 5 PM IST - Registration Link
Americas: 9 PM to 10 PM IST - Registration Link

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 previous webinar on Creator for the NGO Industry was a success, and in the upcoming session, we'll be exploring Creator for the finance industry.

Feature Spotlight

Zoho Creator

We're thrilled to announce the launch of the revamped Zoho Creator Developer Console—a dedicated platform designed specifically for Creator developers and partners to build, test, and distribute apps to your clients. The revamped Zoho Creator Developer Console introduces a more streamlined, intuitive experience designed to empower developers at every stage of their app-building journey. Key updates include testing environments, seamless update deployment, the ability to publish apps for monetization in the Marketplace or distribute them privately with specific clients, and much more. Overall, the Zoho Creator Developer Console is an indispensable toolkit, enabling developers to innovate faster and deliver tailored, robust solutions to their clients.

Read more about this new launch in this community post or the partner network post.

Zoho Finance Platform: External Lookup Data Type in Custom Fields

We've added the External Lookup data to custom fields. Using this data type, you can select one of the available Zoho apps and look up data from one of its fields. Currently, you can look up data from Zoho CRM and Zoho Desk. After selecting the Zoho app, you need to select the organization, module, and field to lookup. For example, if you want to view the meetings you've had with your customers, you can create an external lookup for Zoho CRM, choose the CRM organization, select the Meetings module, and select the field to lookup (say Title). Learn More.

Products supported: Zoho Books, Zoho Inventory, and Zoho Billing.

Keep an eye out for our ongoing Custom Function Series!
 
For any queries related to the Zoho Finance development platform, reach out to our tech team at devsupport@zohofinance.com

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.

Community Discussions

Zoho Developer Forum

  • Sometimes, choosing the right data structure can make a big difference. @Ilja wanted to know the best way to compare a list of countries with their corresponding ISO codes. While a long chain of if-else statements might seem like a simple solution, it gets slow and hard to manage with a large number of countries. @Sakis Oikonomou, @Abhishek , and @Eric Chrobak jumped in and explained that a Map approach is superior. Go through this conversation to know why!
  • @WM Yeo encountered a roadblock in their client script where changes to a specific field weren't triggering updates in other fields. Find out how they resolved the issue as this thread underscores the importance of understanding the appropriate methods for field updates in different contexts.
  • @Clarke sought a way to send emails to each contact listed in a Zoho CRM subform. @MaxKnowsZoho suggested using Zoho Flow to automate this process, while @Pheranda Nongpiur offered a more direct approach with a custom Deluge code snippet. This conversation underscores the flexibility of Zoho CRM, with both low-code and custom coding options available to fulfill specific needs.
  • @yongmeng.tay wanted to automate a field update based on user data. @Bhoomi Joshi, a dedicated Zoho MVP, went above and beyond, providing a detailed client script solution and even offering a personalized debugging session. This thread showcases the power of community support and the importance of clear communication in resolving technical hurdles.

Developers ZUG Cliq Channel

InfoThese 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.
  • Redundant work can get pretty tiresome. Our top contributor, @Pranit, tried to overcome such a task through auto-populating fields in Zoho Desk. Check out this conversation where the community members bring together different pieces of the puzzle to get the complete picture. @Carter shares the logical flow, and @Vivek shares the coding solution with @Venessa and @Dr. Joe Sweeney backing it up with their thoughts.
  • Almost always, someone from the Community has the answer to another's question. Sometimes, a member ventures into something unventured. @Pranit found himself in such a situation. Needing to convert a byte array to PDF, he turned to the community for help. While the community offered various suggestions, the perfect solution remained elusive. Check out the conversation to see if you might have a solution to his problem. Who knows, you might even find any of the offered solutions beneficial to your business!
  • Each integration between products gives any business an additional dimension of functionality. It's even more pivotal when that integration deals with the final step of the sales cycle—creating and delivering the invoice for a completed deal. @Buddy Quaid faced an issue while creating an invoice with Zoho Writer and storing & sending it from Zoho Workdrive. This month's top Cliq contributor, Vivek Rai, joins Buddy on quite a journey of issues and stumbling blocks, before reaching the solution. Check it out here!

Community Spotlight

ZDH Speakers

As a continuation of featuring a ZDH presenter each month, this time, we are delighted to introduce the 16th episode presenter . Explore this post to discover the knowledge and insights he shared with the community.

Cliq Contributors

Here are our top contributors who have gone the extra mile to support and assist the community:


We want to express our sincere appreciation to all our community contributors. Your commitment, expertise, and the time you invest are invaluable to the community. 

For those who are new to the Zoho Developer Community, check out this post to get started

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



SEE ALSO

    Access your files securely from anywhere







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

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

                                                   
                                                    

                                                  Videos

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

                                                   
                                                    

                                                  Webinar

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

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner






                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

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

                                                                                                Zoho CRM コンテンツ








                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Please add an “Auto-Apply Unused Credits” toggle

                                                                                                              Hello — please add a simple org-level option to automatically apply unused credits (credit notes, excess payments, retainers) to new invoices and/or bills. An ON/OFF toggle with choices “invoices”, “bills”, or “both” would save lots of manual work for
                                                                                                            • Zoho Books not working/loading

                                                                                                              Hi! I haven't been able to access/load Zoho Books for the past hours. I get a time out (and it is not due to my internet connection). Could you please check this asap? Thank you!
                                                                                                            • Custom Fields with Data Types for Expense and Payments Received in Zoho Books

                                                                                                              Hi all, We are glad to present to you, the option to create Custom Fields for the Expense and Payments received modules in Zoho Books. This also comes with an icing on top of it - Yes, the custom fields can now be created with different data types. Types like Text, Number, Decimal, Amount, Auto Number and Check Box are supported as of now. Rush to the gear icon at the top right corner, select 'More Settings', choose 'Preferences' in the left pane. Click the Expense/Payment preferences where you can
                                                                                                            • Zoho Cliq - Incident alert (Server outage - IN DC) | August 28

                                                                                                              We've received server down alerts and are currently investigating the issue (IN DC) to find the root cause. Our team is actively working to restore normal operations at the earliest. Status: Under investigation Start time: 09:44:21 AM IST Affected location:
                                                                                                            • Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation

                                                                                                              Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responses
                                                                                                            • 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.
                                                                                                            • Limitations on editing a message in Cliq

                                                                                                              Hi I've checked the documentations and there's no mention of how many times a message can be edited. When trying with code, I get various numbers such as ~1000 edits or so. Please mention if there's a limit on how many times one can change a message via
                                                                                                            • Narrative 10: Assignment Rules - Streamlining Ticket Management

                                                                                                              Behind the scenes of a successful ticketing system: BTS Series Narrative 10: Assignment Rules - Streamlining Ticket Management In the complex world of customer support, a flood of incoming tickets can hit the help desk in seconds. Businesses must do more
                                                                                                            • Free webinar! Digitize recruitment and onboarding with Zoho Sign and Zoho Recruit

                                                                                                              Hello, Tired of being buried in onboarding paperwork? With the integration between Zoho Sign and Zoho Recruit, a powerful applicant tracking system, you can digitize and streamline the entire recruitment and onboarding process, all from one platform.
                                                                                                            • Custom form - Duplicate Value Present

                                                                                                              I am new to Zoho People. I create a new form on Zoho People quite simple. A date (by default the current date) and a radio button with 3 options (Yes, No, Not applicable) I defined the date as ‘No duplicate’ as only one entry by date is allowed. I added:
                                                                                                            • Zoho API connection issues

                                                                                                              Hi, Today at around 1930 GMT our application started experiencing intermittent timeouts from the Zoho API. These intermittent timeouts are not enabling our app to work properly. The API connection was working just fine before. HTTPSConnectionPool(host='www.zohoapis.com',
                                                                                                            • Query Regarding our Partnership between AIC-JKLU and Zoho

                                                                                                              Dear Zoho Team, I am writing to raise a concern on behalf of AIC-JKLU, one of Zoho’s incubator partners. Recently, our startups have been facing difficulties while trying to get themselves onboarded on Zoho through our dedicated partner link. Unfortunately,
                                                                                                            • Disputed Purchase Invoices

                                                                                                              We have recently moved to Zoho Books from Sage. In Sage we were able to post a purchase/vendor invoice but mark it as on dispute. This would usually be a pricing query or if something was damaged. It would show in their ledger, so we could agree their
                                                                                                            • Getting events in the future

                                                                                                              Hi I am trying to get events in the future by calling this API Endpoint https://www.zohoapis.eu/crm/v8/Events?fields=Event_Title,Created_By,Created_Time,Start_DateTime But that gives me all events in the database. How do I make a query that returns all
                                                                                                            • Created Date/Invalid Fields

                                                                                                              Since Saturday we have suddenly had issues with our webhooks and data retrieval from CRM. Specifically how Created Date is handled. It appears there was some sort of change within CRM that broke a lot of our code that has been in place for several years.
                                                                                                            • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

                                                                                                              Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to
                                                                                                            • 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
                                                                                                            • integration zoho form - drive

                                                                                                              I integrated my form with Google Drive. The report of user submissions from the Google Form becomes a Google Sheets table. When I used Google Forms for the same task, the summary sheet adapted to the form. For example, if I added a new field to the form,
                                                                                                            • add employees and customiz

                                                                                                              I want a Zoho software to track employees record. I logged in a demo so now I tried adding employee, first thing when I click on add employee it takes me to a page where it says add user maximum 10 users, my first doubt why users I don't want employees
                                                                                                            • Revenue Management: #9 Revenue Recognition in Media & Publishing

                                                                                                              Media & Publishing industry has evolved in recent times. It offers subscriptions, bundles digital and print access, runs sponsored content, and sometimes even sells ad spaces. If you run a media or publishing business, you will always get into a situation
                                                                                                            • Zoho CRM Community Digest - July 2025 | Part 2:

                                                                                                              Hello, Everyone! We’re closing out July with a can’t-miss highlight: Zoholics Europe 2025! Happening from September to October, it’s your chance to level up your CRM skills, covering everything from automation and CPQ to dashboards and advanced workflows.
                                                                                                            • How can I trigger a flow action only once while updating contact?

                                                                                                              Hi, we have a trigger to merge&mail file when the field YYY is filled out. For this acion I used "Create or update module entry". But unfortunately we get tens of email on a day with this merged file, because the contact is being regularly updated. The
                                                                                                            • Copy a Record Template from one Form to another

                                                                                                              I have a Creator application with several forms.  I developed a record template for one of the reports/forms but want to use most of it for another of the form/report combinations in the application. Is there a way to copy the template (code or otherwise) to another form?
                                                                                                            • Tip of the Week #70 – Create common team signatures for your shared inboxes

                                                                                                              Did you know that a small detail, such as an email signature, can make a big difference in how your brand is perceived? One simple yet smart way to enhance your team’s communication is by creating common team signatures for your shared inboxes. Instead
                                                                                                            • Enhanced data export features: XLSX format, custom character encoding, and selective record export

                                                                                                              Greetings all, Here are a few enhancements related to exporting CRM data, including the ability to export data in XLSX file format now. The Export feature under Data Administration now offers new options that expand its flexibility and enable users to
                                                                                                            • Tip #42 – How to manage data security with Privacy Settings – 'Insider Insights'

                                                                                                              Data privacy is a cornerstone of trust in remote support. Through Privacy Settings in Zoho Assist, you can set up how data is gathered, stored, and handled in your organization. These settings ensure compliance, data protection for sensitive details,
                                                                                                            • Zoho DataPrep and File Pattern configuration

                                                                                                              I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex
                                                                                                            • Introducing Dark Mode / Light Mode : A New Look For Your CRM

                                                                                                              Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for
                                                                                                            • Quick Item Search & Auto-suggestion for Invoices

                                                                                                              Hi Team, I am facing an issue while creating invoices in Zoho Books. Currently, I have to type the full item name in the correct sequence and spelling for it to appear. For example, my item name is: "Distemper Acri Silk Special White 10kg" If I type something
                                                                                                            • Ticketbai! en el Pais Vasco

                                                                                                              Hola a todos, En enero de 2.022 se va a implantar en el país vasco un nuevo sistema de facturación, denominado ticketbai!, ¿hay alguna previsión de realizar las adaptaciones en zoho books o zoho invoices? Ignoro la cantidad de clientes que tienen estas
                                                                                                            • Zoho CRM mobile app feature update: home page widgets, field tooltips and user image upload

                                                                                                              Hello everyone! Your business doesn't pause when you're on the move, and neither should your CRM. That's why in our latest update, we've introduced a few new features to make your mobile CRM experience smoother and more efficient. Let's take a quick look
                                                                                                            • Zoho CRM Plain Text Template: Line Breaks and Formatting Issue

                                                                                                              Hello, I'm following the instructions to create email templates in Zoho CRM, but I'm having a problem with the plain text version. https://help.zoho.com/portal/en/kb/zoho-sign/integrations/zoho-apps/zoho-crm/articles/zoho-crm-email-templates#Steps_to_create_a_custom_email_template
                                                                                                            • Optimizing Task Handling: Auto-Remove Recurrence for cancelled Tasks.

                                                                                                              Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:
                                                                                                            • Important updates to your connectors

                                                                                                              Hello everyone, Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of the
                                                                                                            • Create, collaborate, and manage agreements with Zoho Sign

                                                                                                              Agreements drive business. We launched Zoho Sign in 2017 as a simple digital signature tool to sign agreements from anywhere, at any time. Over the years, we've learned that most agreements go through last-minute changes before they're signed. Our users
                                                                                                            • Function #25: Automatically generate purchase orders from a sales order

                                                                                                              We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is
                                                                                                            • Has Anyone successfully integrated Zoho and Sage Intact?

                                                                                                              Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,
                                                                                                            • DNS set up

                                                                                                              I want to create an email with my company domain. When I tried to add new record with cloudflare it didn't work. The DNS record can't be manually added. I followed the instruction but still can't add it. Could you help?
                                                                                                            • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

                                                                                                              ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▷▷参加登録はこちら:https://us02web.zoom.us/meeting/register/6OSF2Bh6TumsMIlDwaY_PQ ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho
                                                                                                            • hiding a topic from all but one segment (or list)

                                                                                                              My organization sends out a number of newsletters using Zoho Campaigns. One of those newsletters is for volunteers. In order to become a volunteer, a person has to first go through our volunteer orientation (training). After that, they can receive newsletters
                                                                                                            • Next Page