Zoho Developer Community Monthly Digest - September 2023

Zoho Developer Community Monthly Digest - September 2023



Hello everyone!

As we step into the crisp and colorful month of October, it's time to take a step back to reflect on the fantastic month of September. In this month's issue, we have curated exciting updates, insightful articles, interesting community discussions, and helpful resources to keep you at the forefront of the Zoho Developer Community. Let's dive right in!

One of the major developments in the Developer Community arena is the newly revamped Zoho Developer Community websitewhere we've consolidated all the resources from the developer community learning series into a centralized hub for your convenient access. Consider bookmarking this site to stay informed about the latest updates in the developer community.

International Programmers' Day

September is special for us tech enthusiasts, as it hosts a significant day that celebrates something near and dear to our hearts - International Programmers' Day!

Zoho Creator Developers' Summit

At Zoho, we celebrated Programmers in style by hosting the Zoho Creator Developers' Meetup in our Chennai HQ. This meetup left a profound impact on all who attended. Developers were treated to a deep dive into the world of low-code development, gaining insights from our Developer Community members and Zoho Creator Champions @Deepa Govind and @Radha R. This celebration empowered developers with both knowledge and valuable connections poised to drive innovation.

Developers' Ask Me Anything

We organized an exclusive AMA session on LinkedIn to commemorate International Programmers' Day, featuring our CEO Sridhar Vembu. He provided detailed and insightful answers to a wide range of questions on all things technology and low-code development. Watch the enlightening conversation here.

Upcoming Events

Here are the exciting events lined up for the community in the coming weeks:
  1. Zobot 101In this five-part online webinar series that started on August 24, learn all about Zobot – Zoho SalesIQ's AI -powered chatbot builder platform – and explore the ways to leverage its capabilities effectively for your business. For registration and more details, click here.

  2. Zoho Developer Hangout 10: Our Developer Community member, @Eric Chrobak - CRM Engineer at Vaspian - will delve into error handling in Deluge, debugging and testing on October 17. He will also discuss best practices when using services such as Zoho Catalyst, GCP, AWS, and other serverless functions with an API. To register and know more about this meetup, click here.

  3. Zoho Cliq for Developers 101: Zoho Cliq for Developers 101 is a three-part webinar series starting October 19, curated to provide a comprehensive understanding of Zoho Cliq's Development platform and its various components such as slash commands, bots, widgets, and more. Click here for registration and more details.

  4. 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, cloud functions and the most awaited feature "Canvas Builder." Click here for more information

    Date: October 12th, 2023

    Topic: Technical Series - Cloud Functions in Zoho Creator

    APAC & ANZ - 11 AM to 12 PM IST - Registration Link

    Americas & EMEA - 9 PM to 10 PM IST - Registration Link

  5. Creator Learning Table Series: This series is designed to provide users with valuable insights and knowledge about Creator's capabilities in various business use cases and applications. This year we've adopted the "12 Months, 12 Industries" concept. Each 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.

Date: October 5th, 2023

Topic: Learning Table Series For Insurance 

APAC & ANZ - 11 AM to 12 PM IST - Registration Link

Americas & EMEA - 9 PM to 10 PM IST - Registration Link

September Highlights

Besides International Programmers' Day celebrations, September also brought forth other notable events.


Zoho in Sync with Apple's Latest Updates

Zoho is always quick to embrace latest Apple tech in our Mobile apps, making it a breeze for our users to manage their businesses on their devices. Discover our latest and high-quality updates here.

Zoho Developer Hangout - Episode 9

Our community member @cmowers, Developer and Zoho Team Lead at AspenTech CRM, shared expert tips on Client Script implementation in Zoho CRM. Client Script is a dynamic feature introduced within Zoho CRM designed to achieve and extend real-time business cases through customization. 

Zobot 101

In the third session of the Zobot 101 series, @Radha RFounder & CEO of Spikra - Zoho's Premium Partner, graciously shared her bot-building journeyShe provided valuable insights into the do's and don'ts, shared best practices, some handy hacks, and expertly addressed all questions, aiding the community to kick-start their own Zobot journeys.

Community Discussions

Zoho Developer Forum

  • Discussions about the implementation of Client Scripts are continuing within the Zoho CRM Developer Series: Client Script announcement post. This post serves as a valuable resource for developers who are exploring Client Scripts in Zoho CRM.

  • Wondering how to update date/time field with the current time on page load using Client Script? @Bhoomi Joshi and @Haiku Technical Support has got you covered in this post.

  • When @Benjamin Höhner encountered difficulties while attempting to set up a custom function to auto update Deal name on create/edit, our MVP @Hugh Marshall identified the problem and provided assistance in resolving it in this post.

  • Take a look at the suggestions and codes shared by @Haiku Technical Support and @Nik to tackle date format discrepancies in @Frederik Samberg's Client Script use case. 

  • Want to know how to store data between events using Client Script? Check how @Federico got a solution from @Haiku Technical Support.

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.
  • Learn how to add validation to the user field to restrict record ownership to specific users using Client Script in this conversation.
  • Can you use Zoho as an Identity Provider for third-party websites? Explore the possibility in this discussion.

  • Looking for a way to fetch the actual "true available stock" that accounts for committed stock using the Zoho Inventory API? Go through this discussion to find out how.

Resource Spotlight

  • #Simple yet significant pointers Check out these posts for simple fixes for some common mistakes that are frequently made while building Zoho CRM extensions.
  • Zoho CRM Developer Updates: 
  • Kaizen: This series aims to benefit developers to gain insights into the various developer tools available in CRM.
    • Kaizen #100: A significant landmark calls for a special Q & A post. This post contains responses from our product experts to the queries posed by the community members.
    • Kaizen #101: This post is the extended version of the previous Kaizen post and contains answers to the questions on Assignment Rules and Widgets
    • Kaizen #102: To accommodate the myriad of queries, this post is also dedicated to the responses for all the remaining questions posed by the community members.
    • Kaizen #103: This post explores Bulk Write API in detail, and how to implement it using Zoho CRM PHP SDK.
    • Kaizen #104As a continuation of the previous Kaizen post, this post guides you to create a bulk write job, fetch the job status, and download the results.
    • Kaizen #105: This post discusses Functions, Integration Tasks and API Credits.

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 second ZDH presenter, Jesus Sosa. Explore this post to discover the knowledge and insights he shared with the community. 

Cliq Contributors

The Developers ZUG Cliq channel has consistently served as the primary hub for community members seeking technical assistance and engaging in savvy discussions. Here are our top contributors who have gone the extra mile to support and assist the Zoho Developer Community:



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


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

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


Happy coding!

SEE ALSO


    Access your files securely from anywhere


            Zoho Developer Community




                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day



                                          Zoho Marketing Automation
                                                  • Sticky Posts

                                                  • 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!
                                                  • 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
                                                  • Zoho Developer Community Monthly Digest - September 2024

                                                    Hello everyone, This month's Developer Digest is packed with resources to help you build powerful applications. Learn how to leverage Zoho CRM's new features, explore the latest in Zoho Finance and Catalyst, and join exciting bootcamps, webinars, and
                                                  • Zoho Developer Community Monthly Digest - August 2024

                                                    Hello everyone, Get ready for another exciting month of Zoho development! Our August digest is packed with events, resources, and community discussions to empower you as a Zoho developer. Let's dive right in! Upcoming Events To stay on top of the upcoming
                                                  • Extensions 101: Build Extensions for Zoho Finance suite

                                                    Hello Developers! We are thrilled to announce our 5-day webinar series on building extensions for Zoho Finance Suite products. Our first session was a resounding success, introducing Extensions, Zoho Developer, Zoho Marketplace, and the Zoho Books Developer


                                                  Manage your brands on social media



                                                        Zoho TeamInbox Resources

                                                          Zoho DataPrep Resources



                                                            Zoho CRM Plus Resources

                                                              Zoho Books Resources


                                                                Zoho Subscriptions Resources

                                                                  Zoho Projects Resources


                                                                    Zoho Sprints Resources


                                                                      Qntrl Resources


                                                                        Zoho Creator Resources



                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer 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

                                                                                                  • workflow for bounced email gets triggered, but email is status = opened

                                                                                                    Hello, I have a workflow that sends me an email if outgoing email are bounced. Now I got some kind of this emails, but the corrosponding contacts have status = open at the email. Why this bounce-workflow is triggered? Reports > Email Reports > Bounce
                                                                                                  • Power of Automation :: Automatically start / pause / stop timer on task status update.

                                                                                                    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:-
                                                                                                  • Website Access Blocked (from one pc only) when attempting unattended access to any device

                                                                                                    Hello From one of my laptops I cannot access any remote device using unattended access. A Zoho Assist error page didplays 'Website Access Blocked. See attached.
                                                                                                  • Zoho Analytics to Zoho Sheets - automatic update?

                                                                                                    Hi all, If I create a zoho sheet from an Analytics Report or Analytics Data, is there a way for the zoho sheet to automatically update as the Report / Data in analytics updates?
                                                                                                  • Fixed Assets Register

                                                                                                    Thank you Zoho Books for adding fixed assets register. BUT there are certian tweeks that needs to be implemented. I found the following issues and seek improvements. 1) Fixed Asset Register Report in the Report Section has columns which are so much confusing.
                                                                                                  • Link to Desk tickets

                                                                                                    Hello, We are using Analytics to analyze data in Desk. Is there a way to embed a link to a ticket in reports? We'd love to be able to see the drill down data, and click a value in a result row that would launch the Desk Ticket in another window/tab. Thanks
                                                                                                  • Announcing new features in Trident for macOS (v.1.11.0)

                                                                                                    Hello everyone! Trident for macOS (v.1.11.0) is here with interesting features and enhancements to elevate your workplace communication and productivity. Let's take a quick look at them. Export emails. You can now export emails in the .eml file format
                                                                                                  • 【Zoho CRM】Webフォームに関するアップデート

                                                                                                    ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 「Zoho CRM アップデート情報」の中からWebフォームに関するアップデートについて紹介します。 今回、以下2点のアップデートがありました。 ダブルオプトイン(2段階の同意確認)後の確認メッセージのカスタマイズ 登録から確認まで一貫したユーザーエクスペリエンスを顧客に提供するために、カスタマイズされた確認メッセージを作成できるようになりました。 ダブルオプトイン認証メールのカスタマイズ 顧客に最初から興味を持ってもらえるよう、パーソナライズされたメールを作成できるようになりました。ユーザーのブランドに合った本文を作成し、パーソナライズすることで、様々な顧客に対応することができます。
                                                                                                  • Converting Time and Time Zones

                                                                                                    Hi Everyone I am trying to convert a time Zone to the local time of the user. I am fetching some data from an API, and it is coming back in this format: 2024-12-09T16:49:23Z This is in UTC/GMTZulu time. I am looking to convert it to the user time. In
                                                                                                  • Tip of the week 34 - 5 ways to maintain your email list

                                                                                                    A proper email list often reflects the reach of an institution. This reach is coveted by all but achieved by some. We often forget about drawbacks and incline towards numbers. Success is often reflected by quality and not quantity. This simple message reverberates in maintaining a hygienic email list. Here are five tips which will help you maintain a proper email list.    Organic email lists   Non-stop competition can make us susceptible to shortcuts like buying and renting lists from third party
                                                                                                  • 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
                                                                                                  • Can not send campaign

                                                                                                    Hi, I'm trying to send a newsletter to my subscribers, but seems is not working - or maybe I did some wrong steps re. upgrades. I'm the admin for this account, no other person is using Zoho for my campaigns and I did not access the platform during last
                                                                                                  • Multilingual Newsletter

                                                                                                    Hi, Can Zoho campaign give the possibility to create and send a campaign in English and French, giving the possibility to the person receiving it to switch from default language chosen for a campaign? thnaks
                                                                                                  • Why is Zoho support so terrible?

                                                                                                    I've spent the last week trying to get zoho to fix sudden SSL certificate issues with our desk and project portals. I've raised a ticket and constantly been told the issue is on our side despite it being exceedingly obvious it's not. After finally convincing
                                                                                                  • Add Comment/Notes to Each Action in Zoho Flow for Internal Documentation

                                                                                                    It would be great if Zoho Flow could introduce a field to every action where we can make an internal note about why we are doing something with a specific action. This is especially helpful if more than one person from the organization handles automation
                                                                                                  • Sites Speed and Performance Grades

                                                                                                    I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,
                                                                                                  • Feature Request - Configurable Payment Icons + Pay Now link in email.

                                                                                                    The PAY NOW buttons (icons) on invoices are really small. It would be great if we could make that a big, colored icon. Better would be to add a button to emails as well. 
                                                                                                  • Survey end date extension

                                                                                                    Hi, Is there any way to extend the end date of my survey? I needed more time in finding respondents that is why I need to extend the end date of my survey. Help. Thanks
                                                                                                  • AI read notes or explanation

                                                                                                    It would be such a great feature to have AI voices be able to read our Notes or Explanation If not having the AI speak the notes at run time, how about a feature where inside of Zoho Show you can have it look at all the notes of all the slides and have
                                                                                                  • Help with technical problem

                                                                                                    Hello, I want to make it so I can say how many days are left until a date is reached, and for it to give me a status on if its VALID, EXPIRED, or ABOUT TO EXPIRE, but the problem I'm having is I want it to be compared to the date every day, not just the
                                                                                                  • Create Invoice and Invoice Items from Sales Order via API

                                                                                                    Currently, when creating an Invoice associated with a Sales Order via the API, it appears that I must manually include all of the items (line_items) even though they are already part of the Sales Order. My question is this: is it possible to raise an Invoice via the API based on all of the information associated with a Sales Order--such as the  items? In other words, do I always have to manually include the items (line_items) when raising an Invoice via the API when the Invoice is associated with
                                                                                                  • Managing Prepaid Hours for Consulting

                                                                                                    We are a consulting firm that bills clients a flat upfront annual fee plus an hourly rate and offer a discount for pre-paying a block of hours. Hours that surpass the pre-paid block are billed monthly at the normal rate. If there are any pre-paid hours remaining at the end of the project they are banked for future use. I'm not seeing a method of doing this in Projects/Books/CRM... thoughts?
                                                                                                  • Email Verification Tool

                                                                                                    Hi there, just came across this tool for Google Sheets https://www.producthunt.com/posts/email-verification-tool-for-google-sheets-2 How would one do to automatically verify/validate email addresses entered on the CRM in a similar way?
                                                                                                  • Get DealID when Deal Created?

                                                                                                    Hi What's the easiest way to grab the DealID when a deal is created?  I want to add it to a custom field on the deal. Thanks
                                                                                                  • ZOHO Widget SDK not loading in html

                                                                                                    I have this code below, I have imported the widgetsdk however I get the error shown in the image, I have tried many different ways of importing and initiating the function ZOHO but nothing is working. can someone explain what I'm doing wrong, if I am
                                                                                                  • Enhancements to Zoho Corp Help Center "Team Requests" View

                                                                                                    Dear Zoho Team, I hope this message finds you well. The ability to view both my tickets and my team’s tickets in the Zoho Corp Help Center is a fantastic feature, especially as the focal point for Zoho in our organization. However, we’ve encountered a
                                                                                                  • WorkDrive API Documentation

                                                                                                    WorkDrive provides users and developers an extensive set of APIs to help integrate functionalities of Zoho WorkDrive with other Zoho applications and third-party tools. We have published the official WorkDrive API Documentation page for all external users.
                                                                                                  • Inadequate Customer Support

                                                                                                    Hello & Greetings! I have been a pro Zoho user since the last 2 years and I would admit that the apps that are being offered are good, however the support we receive has a lot more to achieve. This being a design issue rather than a staff issue. Being
                                                                                                  • Who can see draft replies on tickets?

                                                                                                    We have noticed that we are able to see draft replies made by other agents. Which settings can limit this visibility? It makes sense to me that admins and the agent who created the draft would be able to see the draft, but no one else. How can we make
                                                                                                  • Major iOS issues when accessing forms via the browser

                                                                                                    Hi, We have been using forms for some time, while the office staff are accessing the forms via the app on Android mobiles, we have a fleet of sub contractors that we would not like them having access to the main app as some of the forms are confidential
                                                                                                  • How to Iterate a Function in Zoho Desk Workflow with Delay Between Calls?

                                                                                                    Hi everyone, I’m working on a function in Zoho Desk that searches for a specific ticket record. If the ticket is not found, I need to retry the search multiple times with a delay between each attempt until the ticket is located or a maximum number of
                                                                                                  • Knowledge base: The nitty-gritty of SEO tags

                                                                                                    A well-optimized knowledge base with great SEO can benefit your company by allowing customers to find help articles and support resources using search engines. This enables customers to quickly and efficiently find the information they need without direct
                                                                                                  • Social Media Simplified with Zoho Social: Make the best out of the publishing calendar

                                                                                                    Are you a marketer who likes visualizing your plan of action before you start social media posting? Are you part of a team that works on social media on a rotational basis, so the most important task is to collaborate to avoid overlap and confusion? Or
                                                                                                  • Custom function daily limit and procedural programming

                                                                                                    Dearest Zoho Today, support confirmed that if I call a custom function from another custom function then I will use up two, with regards to my daily limit. A few times, we have blown our daily limit and that means that ordinary business processes don't run for the rest of the day. I have to mop these up the following day and there is no guarantee that I will get it right. Therefore, I can't afford to waste any. Procedural programming has been around for over 50 years now and it greatly simplifies
                                                                                                  • New enhancements: Changing portal users' email addresses and new customization options for templates

                                                                                                    Dear All, Portals have enabled organizations to extend access to various CRM modules to their customers, vendors, partners, and end users, per their business requirements. When a portal is created, an invitation email is sent to portal users with a link
                                                                                                  • Granular Time Frame Settings for Message Deletion and Editing in Zoho Cliq

                                                                                                    Dear Zoho Team, I hope you're doing well. Currently, the settings for message deletion and editing in Zoho Cliq are configured globally under: Admin Panel > Organisation > Configurations > Conversations Delete messages: Time frame to allow message deletion
                                                                                                  • Zoho One. Client Script

                                                                                                    Hi, I would like to know if the Client Script feature is available in Zoho One. If it's, how can I enable it?
                                                                                                  • Delete / Modify Default Career Site - Zoho Recruit

                                                                                                    Hello, It would be very useful if we could delete a default career site or change which of our career site is the default. Our Career site was created when there were issues with Zoho Recruit creating English CTA buttons on French Career sites. The only
                                                                                                  • Introducing automation and utility conversations in WhatsApp marketing

                                                                                                    We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automating
                                                                                                  • Você já viu os cursos do Zoho Mind?

                                                                                                    Pessoal, Tem uma plataforma da Zoho chamada Zoho Mind, muito interessante os cursos e vídeos tutoriais que lá possui. Para a turma do Zoho Creator, tem uma dica de Buscar dados em Formulário, segue o link e clique em Zoho Creator. https://www.zohomind.com.br/#/videostutoriais
                                                                                                  • Next Page