Zoho Developer Community Monthly Digest

Zoho Developer Community Monthly Digest



Hello everyone!

Welcome to our inaugural edition of the monthly Zoho Developer Community digest. Each month, we curate the best community discussions, share helpful resources, and keep you informed about upcoming events. We hope you find this post valuable and enjoy reading it.

Table of Contents

Upcoming Events

Recent Highlights

Community Discussions

Feature Spotlight

Community Spotlight

Upcoming Events

We have some exciting events lined up for you in the coming weeks:
  1. Zobot 101: In 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 registration and more details, click here.
  2. Zoho Developer Hangout 8: Our developer community member, Jayesh – Founder and CEO of Incquet Solutions – will share his take on the great possibilities of JavaScript widgets in Zoho Creator on August 29. He will also showcase some use cases he has developed with his team, such as ChatGPT-based voice assistants, real-time POS systems, and IoT applications and more. Click here for registration.
  3. Zoho Creator Developers Meetup: A great opportunity for the developer folks in and around Chennai to participate in a meetup focused on Zoho Creator and also celebrate Developers' day with Zoho on September 12. For registration and more details, click here.

Recent Highlights 

The best part about last month was a captivating presentation by Dr. Joseph Sweeney on "Infusing AI into Zoho CRM." If you couldn't attend the live session, don't worry! You can catch the recording of the presentation here . We promise it will be worth your time.

Community Discussions

Our community is thriving with insightful discussions and helpful exchanges. Read through some of the most engaging discussions that took place last month. It's the perfect way to stay updated and learn from fellow developers.

Zoho Developer Forum 

  • Want to know how to access subform data to get and/or update a list of line items using Client Script? Check out this post for the technical know-how and a sample code.
  • Check out this announcement to explore the great features and enhancements of Zoho CRM's V5 APIs.
  • Have a look at the suggestion given by @Anonymous User on the possibility of setting a custom mandatory field on schema level for REST API operations in Zoho CRM.
  • Check out how @Anonymous User and others got their Relation name issue with getRelatedRecords resolved with the community's help.

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 Cliq channel.
  • Have you ever wondered how to integrate WhatsApp with Zoho Creator? Explore the numerous options suggested by our community members in this discussion .
  • Read this conversation to learn how to process JSON data received from an AWS Lambda function within a Deluge function that has been turned into a REST API.
  • Curious to know how to create layout rule for fields from two modules? Then, this conversation is for you.
  • Looking for a way to add extra lookup fields in CRM? Go through this discussion to find out.
  • Explore how to get CRM user data using an integration task here.
  • This conversation helps you learn the process of attaching a file stored in the Workdrive while sending an email by Deluge.

Feature Spotlight

We are always looking for ways to make developers' life easier, and that's why we're glad to bring you the Kaizen (continuous improvement) series. The posts under five different streams such as API v2.0, Functions, SDK, Mobile Development, and Widgets, target to benefit the CRM developers. Based on your area of expertise, you can follow the stream of your choice in the CRM forum. Check out the latest post, and learn how you can render Widgets using Client Script. 

Community Spotlight

A community is nothing without its extraordinary members, and we are thankful to all the outstanding contributors. 

Zoho Developer Hangout (ZDH) Speakers

ZDH aims to provide a platform for developers to share their expertise and learn from the community. These monthly virtual sessions are presented by our Developer Community members themselves, along with our product experts. This format offers community members a chance to engage in interactive discussions, share their own experiences, and gain valuable insights into innovative problem-solving strategies employed by their peers.

We are grateful for the contributions of the presenters in making the ZDH segment a big success among the community members. By sharing their knowledge and expertise with the community, they have significantly expedited learning and facilitated avenues for aspiring developers to explore creative solutions. 

Each month, we will showcase the work of early enablers. This month, we would like to start with our first ZDH presenter, Jorge Alonso. Check out this post to know what he had to share 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 discussions. Here are our top three contributors who went above and beyond to support and help the Zoho Developer Community on the official community chat channel:



To all our other community contributors, thank you! Your time, effort, and expertise are invaluable to us. Your contributions make our community more vibrant, helpful, and dynamic. Keep up the great work, and know that you are making a difference!

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

Stay connected, keep learning, and let's build a thriving Zoho developer ecosystem together.

Happy networking!

Best regards,
Zoho Developer Community


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                                                                                                              • Recent Topics

                                                                                                              • Integrating Zoho CRM EmbeddedApp SDK with Next.js — Initialization and Data Fetching Issues

                                                                                                                You can get an idea from my code I have given in end: First, I worked on a React project and tried the same thing — it worked. My goal was to import the Zoho script and then load contacts using the Zoho Widget SDK, which was successful in React. Now,
                                                                                                              • monetizing the courses

                                                                                                                Can I add a price for course enrollment ?
                                                                                                              • Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?

                                                                                                                Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?
                                                                                                              • Copy paste from word document deletes random spaces

                                                                                                                Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without
                                                                                                              • 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.
                                                                                                              • Unable to Receive Emails on Zoho Mail After Office 365 Coexistence Setup – Error: 553 Relaying Disallowed

                                                                                                                Hello, My domain name is bigniter.com, and I’ve been using Zoho Mail as my email service provider without any issues. Recently, I followed the steps outlined in the Zoho documentation to enable Coexistence with Office 365: 🔗 https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html#multi-server
                                                                                                              • CRM Related list table in Zoho analytics

                                                                                                                In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.
                                                                                                              • Candidate Registration/Invitation

                                                                                                                It would be great to include the 'invite' candidate functionality into some of the automation functions - ether through a custom function trigger or webhook or accessible through an email template.  Currently there is no way to add this functionality into any workflows or blueprint steps which, I find limits the ability to invite candidates to engage with us directly through our candidate portal. 
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                                                                                                                Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About the Learning Table Series The Learning Table Series is a free,
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                                                                                                                Hi, we changed our logo, and the image that appear in preview (ex : when we post a appointment link somewhere) is still our old logo. I did change our logo in the org setting. https://bookings.zoho.com/app/#/home/dashboard/settings/basic-info?clview=false
                                                                                                              • I have error AS101 when I try to add paypal@mydomain.com to Zoho

                                                                                                                Please help me with this. I tried to call the help line 4 times but don't get any response.
                                                                                                              • VAT on Multiple Expenses

                                                                                                                Firstly, might I say I am based in Ireland, and I'm not an accountant, and therefore my understanding of procedures could be somewhat limited. Scenario. An employee pays for items throughout a month, and therefore their claim for expenses includes multiple items - some of the items are VAT deductible (eg, an IT product) and some are not (eg, a client lunch). Discovery The odd thing in ZBooks, is that whilst it seems possible to add a VAT rate to a one-off item of expense, it is not possible to add
                                                                                                              • Agent assignment filter?

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                                                                                                              • DKIM Now Mandatory - Changes to Zoho Forms Email Policies

                                                                                                                Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering
                                                                                                              • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

                                                                                                                so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
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                                                                                                                We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when
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                                                                                                                Every day, thousands of visitors land on your website. Some browse, some buy, and some leave without a word. But, wouldn’t it be great if you could automatically know who’s interested, engage them at the right moment, and never miss a lead, and all this
                                                                                                              • Add Custom Reports To Dashboard or Home Tab

                                                                                                                Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad
                                                                                                              • Digest Octobre - Un résumé de ce qui s'est passé le mois dernier sur Community

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                                                                                                                Hi, I have two old accounts on my CRM which are inactive and show as 'Closed' in the list of users. BUT they are basically still there. How do I fully delete these accounts? They appear in some parts of CRM still such as the on the contact record emails
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                                                                                                                Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement regarding recurring meetings created inside Zoho Meeting. At the moment, when we schedule a recurring meeting in Zoho Meeting, it does not appear in Zoho Calendar
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                                                                                                                Businesses extend credit to build relationships, make buying easy, and drive more sales. But somewhere between extending and collecting, things begin to slip. A few late payments here and there, an overlooked invoice, and a backlog make cash flow feel
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                                                                                                                Hi, The task status "Completed" is a final status which closes the task. We need to have a status "Cancelled". However, when the status is set to "Cancelled", the task prompt still has a blue button to Close Task. When the customer clicks that and closes
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                                                                                                                Hi all, I need to update the blueprint stage. Its almost working, but ONLY if the current Deal stage is 'Closed Lost'. On any of my custom stages that Ive specified in the pipeline it doesnt work! My code: dealmap = Map(); deal_stage = deal.get("Stage");
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                                                                                                                Hello. Does Canvas provide the option to have a fixed header, similar to the standard view? It would also be interesting for other parts of the interface, like the header or sidebar of the tab section. Thanks!
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                                                                                                                There is a limit of 10 layout rules per module. Is there a way to get that functionality through different customization or workflow + custom function (easily accessible), etc. Having just 10 is limiting especially if module contains a lot of data. Are
                                                                                                              • dealing with post dated cheques

                                                                                                                Hi, can you help me please the best way to deal with this We sell an item of three months duration that is paid for with post dated cheques in monthly stages example - item is sold £3000 Cheque 1 is for £1000 due at time of sale (say Sept) cheque 2 is dated 25th of next month (Oct) cheque 3 is dated 25th of next month +1 (Nov) Now, with invoice number one it's simple - i send a standard invoice as usual But with the other two here's what i want zoho to do next month i want it to send an invoice on
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                                                                                                                We are using Zoho Reports, ServiceDesk Plus analytics. I do not see how to create a report filter using Contains comparison of a string values, is one string contained in another. For example, Task Title contains the word Monitor. Is this possible in Zoho Reports?  This reporting feature is available in SDP reporting. Thanks in advance, Craig Rice
                                                                                                              • Mass import of documents into Zoho Writer

                                                                                                                I'm using Google's word processor at the moment but feel that Zoho does a better job (on the online apps market). Iwant to move my documents (about 50-70) to Zoho but it seems to me that I have to import them seperately. Is it already possible to upload several documents at a time or is this a forthcoming feature? Cheers Rolli :?:
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                                                                                                                Hi, I would like to get a clarification on the below. I have an opening balance of BD.725/- in my Unearned Revenue A/c which includes the overpayments of 6 clients. No One of my clients settled his invoices by paying the value of the invoice less the
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                                                                                                                Remember the first time your grandmother gave you cash for a birthday or New Year's gift, Christmas gift, or any special day? You probably tucked that money safely into a piggy bank, waiting for the day you could buy something precious or something you
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                                                                                                              • When moments in customer support get "spooky"

                                                                                                                It’s Halloween again! Halloween is celebrated with spooky symbols and meanings based on history and traditions, with each region adding its own special touch. While we were kids, we would dress up in costumes along with friends, attend parties, and enjoy
                                                                                                              • email moderation issue when email is sent in the name of a mail group

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                                                                                                                Hello, I had up until recently, the free version. I got a warning message that said, "The user account (Redacted email address) 6.02 GB in your organization is almost nearing the allocated storage of 5.00 GB. If the storage exceeds the allowed limit,
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                                                                                                              • Print Tickets

                                                                                                                We have field engineers who visit customers. We would like the option to print a job sheet with full details of the job and account/contact details.
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