Best practices for logging - Custom Scripts/Functions [How do you do it / Survey]
Hi @all , I would be very interested to know how you log your functions and client scripts. Until now, I have always sent error messages and relevant logs to a central e-mail address, but this quickly becomes confusing and can clutter up my mailbox. HowZOHO CRM and Make.com integration, Search records API Call
Hello, I am trying to use the search records api call through make.com however I keep getting the "Invalid Query" error even though I am sure I have formatted the query correctly. I have uploaded a screenshot of the query, could anyone please let me knowBulk Write APIs: Step 3 returns "FILE_NOT_SUPPORTED" 400 Bad Request
Hello. I am trying to upload data to Zoho using the Bulk Write APIs. So far, I've successfully uploaded zipped .csv file and received the file ID. When I try to implement Step 3: Create a bulk write job, I get 400 response: { "status": "error", "code": "FILE_NOT_SUPPORTED", "message": "File not supported for bulk write", "details": {} } What I do wrong? Here is the request I send: { "operation" : "insert", "callback" : { "url" : <my callback URL>, "method" : "post" }, "resource"Kaizen 185 - Subqueries in COQL API
Hello everyone!! Welcome to another Kaizen week, where we discuss developer centric topics every Friday. This week, we have picked an interesting topic to discuss - Subqueries in COQL API. Zoho CRM's CRM Object Query Language (COQL) is a powerful wayFILE_NOT_SUPPORTED Error making Bulk Write request
Hello, I am trying to perform a Bulk Write request to the Leads module of Zoho CRM. I am able to successfully upload a zipped CSV file but I get the following error when I initiate the bulk write job: 400 - {"status":"error","code":"FILE_NOT_SUPPORTED","message":"FileCan't access to a Custom Module in Client Script
I just created a new Module few hours ago. Now I'm trying to fetch data from this module in a client script but I cant't. When I write ZDK.Apps.CRM. it doesn't recognize the new module. It recognize all other modules (from Zoho and custom) but not theAPI - Pulling next 10 records from Emails endpoint
We are attempting to pull Emails from Accounts using the API (/Accounts/ID/Emails). The call works fine, but we are trying to implement the paging. Documentation seems to suggest using the index parameter with the next_index value returned, but we haveinvokeUrl - send body with GET request
Hello, I am trying to utilize the invokeUrl Deluge function to send a GET request with JSON request details in the body to my Node.js (Express) API. Request information is sent in the body because the request data can exceed URL parameter length and becausejsonarray.
Zoho CRM says "Invalid input for Product_Details. The expected input type is jsonarray."Client Script - getBlueprintTransitions returns array of empty objects
Just like the title says, when I'm getting the Blueprint transitions via client script, the function returns an array of empty objects. It does correctly get the number of blueprint transitions on the page, however all the objects are completely empty.Zoho API COQL authorization problem
Hello! I am encountering a problem while executing a COQL endpoint request. I'd like to execute a simple COQL request, but whenever I try sending a POST request I get this response: {'code': 'OAUTH_SCOPE_MISMATCH', 'details': {}, 'message': 'invalid oauthFetch extra products data from invoice in one query with invoice record
Hello, community Is it possible to fetch extra products data from invoice in one query with invoice record? With /crm/v6/Invoices/{some_invoice_id} we could get Invoiced_Items with some products data in Invoiced_Items field If we need extra data we shouldInvalid OAuth Token
Hi, I'm currently attempting to retrieve Contacts field metadata for testing as documented here: https://www.zoho.com/crm/developer/docs/api/v7/field-meta.html At https://api-console.zoho.com/, I have created a Self Client application, and generated aMessage Id of emails from IMAP is not the same as Gmail's message id
Hi, I'm working in deluge functions that get all emails of a module (zoho.crm.getRelatedRecords("Emails","Contacts",contact_id,1,200,{"type":5});), but the response message id of the email is not the same as Gmail's message id, Can you explain to me whyChronic Bugs in their search API
Hi, I'd like to hear from other developers who are having problems using the Zoho CRM API. Very simple things, universally accepted search practices, simply don't work in the Zoho API. For instance, If you have a CRM Account with the name "My__Account"Kaizen #184 : Using Widgets in ZET CLI and ZDK CLI
Hello all, Welcome back to the Kaizen Series! ZDK CLI is a set of command tools that you can use to manipulate Zoho CRM metadata including widgets. ZET CLI helps developers build and package widgets in Zoho CRM. In this Kaizen post, we will explore usingHow can i get parameters using Zoho Widget?
I would like to know how I can pass parameters (for example: the ID of a financial proposal), to a Widget? I intend to host the widget externally, however I need to obtain the Proposal ID so that it can react dynamically.Automate Zoho CRM Export to pdf
Is there any way to automate through Deluge or another language the 'Export to PDF' or the 'Send Email' task? When the individual in charge of invoices marks the invoice as 'Finished', there would be a process enabled to download the PDF or email theUnable to create custom functions in Node.JS / Java in Zoho CRM
Pretty much the title I'd like to create Node/Java functions to automate and process some actions. Done that in Deluge but I would like to switch. The docs say there's a way, but the cold reality of using CRM through Zoho One with org/app admin rightsFalse Positive Responses When Creating Leads via API
I’ve integrated my website with Zoho CRM to create Leads when new accounts are registered. However, some users aren’t being created as Leads, even though the API returns a success response. I added error logging, but these missing Leads don’t appear inQuerying COQL Multi-Select field
Hello, I added to the Price_Books module 2 simple multi-select fields: Countries and Devices, and a few other fields. I tried the following COQL queries: select id,Price_Book_Name,Active,Countries,Devices,Link,Created_Time from Price_Books where CountriesKaizen #183 - COQL API's Enhancements in Zoho CRM API Version 7
Hello everybody! Welcome back to another post in our Kaizen series. In this post, we will discuss the latest COQL API enhancements introduced in Zoho CRM Version 7. COQL API Query API lets you query for records based on queries using the CRM Object QueryCustom Module missing SDK function fetchRelatedRecords(...) in a Client Script
Good day, We have added a new module with a Multi-Lookup relation to Contacts. When we tried to use the fetchRelatedRecords(id, related_list_api_name) function to get Related Records it is missing for our new custom module. https://js.zohocdn.com/crm/5124797/documentation/DotSDK/Modules.htmlClient Script field.setCriteria need the list of possible operators for criteria or the opposite of "equal"
The gist is to just filter the lookup the countries not listed in the multiselect field. I've been using a client script and this time I would like to set this criteria for the lookup: op.setCriteria("((Specialty_Requirement:equals:" + spec + ")and(Countries_Excluded:not_equal:"CRM Quotes- Delete tasks when status is changed
Hello. We have our quotes setup for approval process. We would like however to delete the tasks that are made when a different quote stage is selected. So when a quote stage is setup for "sent for review" we have the automation process to send out anCRM
I have a portal set up where a contact can see other contacts within an account automatically. When a contact in the portal enters a deal, how do I make sure that deal is assigned to the account so other contacts in the account can see the deal was generated?Merge field support in Field Update
Hi, We have a use case that requires values of certain custom fields in Deals to be copied back to corresponding custom fields in Contacts module whenever those fields are changed in Deals. The field update action on Workflow rules doesn't allow specifyingCircuite fail because www.zohoapis.com:443 refuse conection
Is anyone else experiencing this issue? A few weeks ago, I started having issues with circuits failing due to www.zohoapis.com:443 refusing the connection. The error message is quite clear and points to a problem on Zoho's API server, rather than withCustom Related List anchor tag with tel protocol
The following code worked great for about a year to create clickable tel and mailto links in a related list in the Deals module. Just this morning, it started displaying the HTML as text. For example: <a href='tel:8882490100'>8882490100</a> Zoho supportKaizen #182 - Queries in Canvas List View
Hello everyone! Welcome to another week of Kaizen! We're back with another post in this series on Queries in Canvas List View. Queries in Zoho CRM allow you to dynamically retrieve data from CRM as well as third-party services directly within the CRMIssue with Zoho CRM DELUGE Search – No Results Returned
Hi, I’m trying to run the following code, but it returns nothing. I have 4 records where the Next_Date field has the value "OK". I tried changing the date format to different types, like "2025-01-01", but I still get no results. Can you help me understandProblem with currency field in Zoho CRM
Hi Guys Zoho Books has a feature in currency fields that automatically converts decimal numbers with commas ( , ) to period format ( . ) when pasting them. For example: R$ 2,50 --> R$ 2.50 Is this behavior available in Zoho CRM? I couldn't find any configurationLevenshtein Distance in Zoho Deluge (Because Why Not?)
Ever wanted to run a Levenshtein Distance algorithm inside Zoho Deluge? No? Me neither, but I did it anyway. I built a fully functional fuzzy matching system inside Zoho, brute-forcing a dynamic programming solution using Maps and recursive list generation.Difference between the 'field_read_only' and 'read_only' fields exposed by the Fields Meta Data API.
The API documentation describes the 'field_read_only' field to indicate that a field is read-only always, implying that no user can ever get the write access for this field. The 'read_only' field's description states that its value can change dependingZOHO CRM API Python SDK Convert Quote to Sales Order
I can see footprints that this may be possible through Inventory Conversion. But I am unable to locate any specific details or samples on how to do this. I am using the most current Python SDK. Any support or even sample code would be much appreciatedKaizen #181 - Mandating Subform Data for Blueprint Transitions using Widget
Hello Developers! Welcome back to another week of Kaizen! This time, we are tackling a common challenge on how to enforce subform data from a different module before allowing a blueprint transition in Zoho CRM Deals module. Many CRM workflows requireClient Script $Crm.user.role returning undefined
Hey all! I have a client script I'm trying to run based off of the user's role. I'm able to use the following: var fname = $Crm.user.first_name; To properly return a first name when logging in the console, but whenever I try the same with $Crm.user.rolebrackets to be used in COQL's Where.
I use version 7 COQL to get Deals. It seems that I need to properly enclose the criteria in brackets in the Where, but I don't know the criteria to enclose them. I need to specify quite a few criteria in Where, so I would like a clear explanation. I amKaizen #2 - OAuth2.0 and Self Client #API
Hi everyone! Welcome back to another week of Kaizen! In this post, we will shed some light on the OAuth2.0 protocol and how you can use Zoho's Self Client option to authenticate your application and generate the tokens. What is OAuth2.0? OAuth 2.0 is an industry standard protocol specification that enables third-party applications (clients) to gain delegated access to protected resources in Zoho via an API. Why should we use OAuth2.0? Clients are not required to support password authentication orKaizen #91: Dynamic Lookup filters using Client Script
Hello everyone! Welcome back to another captivating Kaizen post. In this post, we will explore the process of implementing lookup filters using Client Script. What is a dynamic lookup filter? A dynamic lookup filter is a feature that allows you to specifyNext Page
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Introducing Query Workbench in Zoho CRM
Hello everyone! We’re excited to announce the Query Workbench, a brand-new interface designed to improve developer experience of building Queries in Zoho CRM faster, simpler, and more intuitive. In the past, constructing queries required navigating acrossEnroll, Script, Win: Hackathon 2025!
Hello CRM Developers! Are you ready to create some magic with Client Script, Widgets and Functions in Zoho CRM? Let’s make Hackathon 2025 an unforgettable adventure! The Zoho Developer Community Hackathon 2025 is here, and it’s your time to shine! REGISTERClient Script | Update - Support for List Page (Canvas) and Notes
Hello everyone! We are glad to announce two exciting updates in Client Script. Client Script support for List Page (Canvas) Client Script support for Notes These open the door to more dynamic and interactive customizations! 1. Client Script support forIntroducing the Workflow and Actions APIs for Zoho CRM
We are absolutely thrilled to announce the release of Workflow APIs and Actions APIs in Zoho CRM’s v8 API suite! This powerful new set of endpoints gives developers unprecedented programmatic control over business automation. For years, Workflow RulesAttention API Users: Upcoming Support for Renaming System Fields
Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label properties
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Change in Zoho CRM API?
Hello, I am using the Zoho API trough the PHP SDK v2.1 Since few days, I noticed that I have to change the way I pass the data to the API when I create, update, or upsert a record. Dates Before I was passing a PHP date object to "$record->addKeyValue(...)",Kaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.My go to On Load Client Script - Fast, efficient, and works for ALL profiles; Hides everything except initial fields
This is my on Load client script that I use for Create pages. I use a modified version for Edit and Display pages which you can create yourself using the same basic structure that I will give you below. First up, the script. Below that will be an explanation
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Kaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.Kaizen #216 - Actions APIs : Email Notifications
Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes areKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achievedKaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI
Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the
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