Fundamental features of a Zoho Projects extension | Community | Zoho Projects

Fundamental features of a Zoho Projects extension | Community | Zoho Projects

Hello everyone!

Thank you for visiting our Building Extensions series. As part of this series, we've already covered how to use the Sigma cloud editor and the ZET CLI to create, test, and publish extensions for Zoho Projects. You can refer to our earlier posts for more details. We will now explore the core functionalities available to customize Zoho Projects extensions using the Sigma cloud editor approach.

Extension development: Broad objective

The comprehensive goal of extension development is generally to build tight integrations that can provide additional capabilities and make end users' work simpler and more productive. By integrating functional and technical provisions at the development end, extensions can subsequently be installed as part of the end user's Zoho Projects portal, allowing them to carry out additional functionalities while ensuring a seamless user experience.
So far, we've learned how to develop, test, and publish an extension. Now, let's look at the fundamental features of a Zoho Projects extension developed using the Sigma cloud editor.

Core features for customizing a Zoho Projects extension

In general, apps require data to function properly and carry out organizational tasks. This data must be acquired from reliable sources, analyzed, modified using logic functionalities when needed, and finally saved in order to be retrieved for future operations or business reports.

Some of the fundamental elements for customizing Zoho Projects extensions to carry out the tasks outlined above are:
  1. Tightly coupled integration
  2. Customized user interface
  3. Logical functionalities
  4. Event-based executions
  5. Data storage management
  6. Handling dialog box/pop window
Tightly coupled integration: A tightly coupled integration allows applications to be dependent on each other while ensuring a seamless and optimal exchange of information.

How it can be achieved: Connections
  • The Connections feature is essential when looking to develop an integration between Zoho Projects and another application through an extension.
  • You can connect with third-party applications or other Zoho products to perform activities that use data from other applications.
  • You can also establish connections for many applications and utilize them as part of a single extension. This creates a safe connection between Zoho Projects and other applications, allowing for seamless data functionality.
Customized user interface: A customized user interface with personalized features and components allows for a more simplified and direct approach to the end user.

How it can be achieved: Widgets
  • Widgets are graphical user interface components that help users easily access a product and perform functionalities.
  • You can create custom widgets and have them embedded in different locations in your extension. View the multiple locations where you can embed a widget here.
  • Zoho Projects also offers JS SDK for your javascript widget code to communicate with your extension.


Logical functionalities: Implementing an ideal concept requires the execution of a few to several fundamental blocks of logical functions.

How it can be achieved: Functions

  • Functions are blocks of code that help you perform a functionality.
  • You could write functions, leverage connections as part of functions to perform third-party operations, or utilize Deluge integration tasks to fulfill your functionality.
  • Finally, the function must be associated with the extension in order to be used in the extension.
Event-based executions: Executing logical functionalities based on an event enables the execution of triggers, the automation of work, and the avoidance of manual supervision.

How it can be achieved: Triggers
  • Triggers help execute functions in the occurrence of an event.
  • You can create triggers, associate it with an event, and then associate a function to the trigger to have it executed on occurrence of that event.
  • Check out the list of available trigger events here.
Data storage management: Managing and storing data plays a vital role in carrying out any operation smoothly and efficiently.

How it can be achieved: Data storage
  • Data storage allows you to save data or properties of an extension or entity.
  • The extension property can be used to store app/extension-level data, and the entity property can be used to store entity-level data.
  • Data storage is accomplished through the use of key-value pairs. The keys must be unique, and the values must be in JSON format.
Handling dialog box/pop window: Modal boxes are useful in instances where you need to prompt a dialog box that communicates data from the main application while holding control until the user completes an operation.

How it can be achieved: Modal box
  • Using the modal box, you can create a new iframe instance of the extension.
  • You can use modal boxes to send and receive data from one widget to another, allowing for inter-widget communication.
  • To create a new instance for the widget, send data to a widget, and receive or listen to data from a widget, Zoho Projects provides many methods such as instance, emit, and so on.
In this post, we looked at the major features that may be achieved using a Zoho Projects extension. We hope you found this information useful. In our upcoming posts, we will explain each feature in detail with example use cases. Continue to monitor this space for updates!

Sign up for a Zoho Developer account and start developing extensions for Zoho products using Sigma.

SEE ALSO:




      • Recent Topics

      • Zoho Marketing Campaign

        I want a details report of marketing API . which API i can use to get a full flexed detail of email campaign , sms , social media ,and all other campaigns ?

      • Zoho Marketing Automation APIs

        When I want to create New lead in marketing automation , I want to add First Name and Last Name as well along with Email but there is no option like this in API . Can you please give me the API which will fulfill my condition ?

      • Adding Folders in Android App

        Is it possible to create a new email folder within the Zoho Mail Android app?  Or can this only be done from the desktop version of Zoho Mail? Cheers!

      • Collaborative editing of spreadsheets by multiple users simultaneously - Is it really possible?

        I work in a SharePoint 2010/SharePoint Server 2010 environment and we use MS Office 2007(Excel 2007) . I have been trying to create a MS Office document which will allow multiple users to work on a spreadsheet simultaneously. For that I have: 1) Created a excel workbook and published as a workspace as suggested by Andrea Kalli in her link: http://www.wonderhowto.com/how-to-collaborate-files-between-sharepoint-and-office-2007-182172/ 2) Set up and saved the Excel Workbook as "Shared" and made it available

      • Ability for customer to give feedback after receipt of an order

        Is there any way we can receive feedback from customers regarding their order after delivery (other than just an email, obviuosly)? This is not the same as product reviews, as it may concern other points, but would ideally have an inbuilt reference to

      • Issue with EU MArketplace

        Hi It's super frustrating that many CRM / Zoho (whatever) extensions are not available in the EU Market place Example: https://marketplace.zoho.com/app/crm/time-tracker-extension-for-zoho-crm For now, can the team address the extension above, but on the

      • Conversion of functions from Google Spreadsheets

        Hello! I use this formula "=QUERY(ResumoOrdemVencimento!A3:O38;"SELECT A,B,C,D,E,F,G,H,I,J,K,L,M,N,O WHERE C != '' ORDER BY C,G")" in Google Sheets but when importing my spreadsheet into Zoho Sheets the formula was not converted. The QUERY function brings data from another spreadsheet, and then I sort and apply conditional formatting. The order of data will change automatically as I update the source spreadsheet. What Zoho Sheets function is equivalent to QUERY? I have some other spreadsheets to

      • Zoho Books Sandbox environment

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

      • Zoho Books | Product Updates | November 2024

        Hello users, We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift. Attach XRechnung to Invoices

      • Spell check sucks

        Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.

      • Signature image logo not displaying in recipient mail clients

        Whenever I send an email to another person the image that forms part of my logo is not displayed just a broken link to: https://mail.zoho.com/mail/ImageSignature?fileName=Email-log.jpg&accountId=47238000000007001&storeName=NN1:-3205531763309921492 I can see the logo because I've got a zoho account and I'm logged on but others without a zoho account can't see it. How do I fix this? Thanks -Martin

      • Sales Order, what are the statuses under Confirmed and Closed

        Hi, I have to build a workflow in Deluge which should be triggered when Sales Order status is Confirmed or Closed. But these 2 states don't exist when you fetch a sales order. Which of the statuses are considered as Confirmed or Closed ? Here is a list

      • Notifications for calendar meetings

        So we have been happy users for a few months now. This is an important problem we face, since I have forgotten meetings already cause of lack of notifications. The problem: I have notifications (email, popup and notifications) set for my calendar by default.

      • Reusuable Sections & Universal Brand Settings

        Zoho Email Campaign setups take longer than other software I've used because it doesn't have reusable sections or universal brand settings (fonts and colors). These enhancements should be added to help us create our campaigns more easily.

      • Blockchain technology

        Blockchain technology is being used to revolutionize accounting and financial reporting. With blockchain, financial transactions are recorded on a decentralized ledger, making tracking transactions and verifying their accuracy easier. This technology

      • Este domínio já está associado a esta conta

        Fui fazer meu cadastro na zoho e quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso? Atenciosamente, Anderson Souza.

      • not able to hit inventory api

        when i hit the api with my account keys and the access is provide by the client

      • 553 Relaying disallowed error

        Hi, I am receiving a "553 Relaying disallowed" error when sending emails to my domain email address which I have configured in Zoho. However, I am able to receive emails from my domain email to my gmail account. The SPF and MX entries are all configured

      • !! URGENT My sent mail goes to spam

        I tested a few times and every time I send mail out it goes the recipients spam box.  Why is it marking my mail as spam? please help me ! thanks

      • Event Time Zone in meeting invites are confusing users

        When sending calendar invites to internal and external users, the first section "Event Time Zone" is confusing people and they are automatically declining events. Can this section please be removed??? It already shows the correct time zone next to the

      • Request For Quotation (RFQ) module

        Hello, Do you have any plans to implement a RFQ module in to ZOHO Inventory? I would like to chose items that I require a price for, select a number of different suppliers to e-mail and have them submit there pricing online. I would then like to see a

      • Constant Sync Errors 🙄

        I'm constantly getting sync error notifications with no actual resolution. Also... I have folders and files with a (!) on the cloud icon, indicating it's not accessible. This has also led to the complete loss of certain folders. Like... the go missing!

      • In Zoho Projects, is there a way to create a folders template under documents that can be used once a project is created?

        We have a specific folder structure that we would like to use that is standard across every project. Instead of having to create this structure every time a project is created, is there a way to create a template for the folders that can be added?

      • javax.mail.authenticationfailedexception 535 authentication failed

        Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha

      • Out of Office not working

        I have set up out of office on zoho mail, however, it does not reply to every mail sent to it. I have tested it by sending several test messages from multiple different email accounts, I will get a response to some of them, but not all of them this is

      • Always display images from this sender – Is this feature available?

        In Zoho mail, I had my "Load external images" setting set to "Ask me", and that's fine. That's the setting I prefer. What's not fine though is I always need to tick "Display now" for each email I get, regardless if I've done that multiple times from several

      • Some emails are not being delivered

        I have this problem where some of my mail just seems to disappear. When I send it, it appears as sent with no mention of any problem, but my recipient never gets it, not even in the Spam folder. Same for receiving, I have a secondary e-mail address, and

      • Unbilled Items Report?

        Hello! Is there any way to display a list of items that remain unbilled, without creating an invoice for each customer to see if the unbilled items box is displayed? ;-) Ben

      • Making Calls Using ZDialer on Zoho Creator Widgets

        The Zdialer Browser Extension does not seem to recognize phone numbers on custom widgets. What is the best way to work around this?

      • ALL sent mails from my zoho email id go to spam

        when we send emails out of Zoho as like Gmail , ALL mails go to spam... more than urgent to get a solution !!!!!!

      • Não consigo enviar e nem receber e-mails

        Estou com problemas pra enviar e receber e-mails. Não consigo enviar (recebo uma mensagem de domínio inválido) e os e-mails que recebo estão voltando. Como devo proceder?

      • Time Field

        Good Day, I have a question, when I save a draft and reload it. Why does the time field format keeps goes from hh:mm to hh:mm:ss? Is there a way I can force it to load to hh:mm only? I have tried example = totime(input.TimeField, "hh:mm") in the -created

      • Receiving email problem

        I can send an email but can't receive from other platform like Gmail

      • Mas de 48 horas sin correo

        Estimados, llevamos más de 48 horas sin poder recibir correo y en este periodo hemos recibido información confusa y lo mas relevante es que Zoho dice que esta todo bien y no encuentra el error. Como deben comprender el perjuicio de no contar con un correo

      • Your account has been blocked due to security reasons.

        Hi everyone. Faced a problem that is wreaking havoc on my business! On December 14, blocked login via WEB, IMAP and POP3 with the reason of unusual activity, allegedly because of VPN/Proxy and suspicion that my account was hacked. I created a ticket to

      • Displaying related quotes in sales order and back

        Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank

      • Details & Limitations of the Free Forever Plan

        I cannot find any comparison/details about the Free Forever Plan. Can you please publish details of what are its limitations?

      • Missing Folders on iPhone Zoho Mail

        Under mailboxes on my iPhone, I don't have an inbox, sent folder, deleted photo, etc. See pics.

      • Query table pull last 12 months

        I am tying to pull the following criteria and the date is always what causes me the issue. I want to pull people (pco_id) who have entries of "event_id" being these 2 events and whos "kind" is Regular or Guest and where the event_starts_at (date column)

      • ChatGPT only summarize in English

        Hello i' v enabled chatgpt in salesIQ, it works great inside conversation (revise, Rephrase etc) add tags works well with another language than English. But when I want to summarize it render only in English, despite sales IQ is set to another language.

      • Next Page