Zoho Developer Community Monthly Digest – February 2025

Zoho Developer Community Monthly Digest – February 2025



Hello everyone,

First of all, an apology is in order—our January digest got swept away by a whirlwind of hackathon madness. But fear not, February's digest is here to make up for lost time! We’ve got everything from upcoming events like the Zoho Developer Hangout (with a special focus on Catalyst!) to our new Client Script Commands session. We also dive into resources like the latest Zoho CRM Developer updates and Kaizen posts to help you stay ahead. Plus, the community spotlight showcases real developer problem-solving moments, and some of the best insights shared in our Cliq channel.

So, without further ado, grab your favorite beverage, settle in, and let’s jump into the updates!

Previous Month Highlights

Before we dive into this month's updates, let's take a moment to celebrate the grand success of the ZDC Hackathon 2024. After 46 days of innovation, intense competition, and collaboration, we wrapped up the first-ever Zoho Developer Community Hackathon with a bang!

With over 1,000 participants, 797 teams, and representation from 45 countries, this truly was a global event. A special shout-out to all our participants—students, independent developers, customers, and partners—who brought their A-game to the table.

The judges had their work cut out, but after thorough evaluation, we're proud to announce the winners:



A massive thank you to everyone who participated and made this hackathon a tremendous success! You can check out all the category-wise winners on our website. Until next time, keep the innovation rolling and stay tuned for the next challenge!

Upcoming Events

Client Script

Title: Part 5: Introduction to Client Script Commands 
Date: March 11, 2025
Time: 10:00 AM IST & 8:00 PM IST (GMT+5:30)

In this session, we'll explore a new dimension of Client Script that enables users to trigger them anytime and anywhere in CRM, extending their event-driven functionality beyond just specific modules and pages. Using Client Script Commands, the user can either use custom keyboard shortcuts or command palette to execute Client Scripts. Click here for registration and more details.

Zoho Developer Hangout: Episode 19

Title: Catalyst for Zoho Developers
Date: March 13, 2025
Time: 8:30 AM CT / 8:00 PM IST

This session, presented by our power user @Christopher Mowers, is for Zoho developers who are familiar with typical approaches to working in the Deluge environment and who would like to learn to adapt to the approach that Catalyst requires. We will cover the Catalyst services that are most relevant to you as a Zoho developer and the fastest and most reliable ways to integrate your Catalyst layer with other Zoho applications. We will also cover important factors to consider when planning to use Catalyst as a part of your Zoho solution. Register now to get tips from the expert!

Zoho Community Developer Bootcamp – Deluge

Date: March 15 & March 29
Time: 9:00 AM – 5:00 PM IST
Place: New Delhi & Mumbai

All applications must be automated to improve themselves as well as the businesses they serve. Zoho provides a plethora of relevant solutions for all your application needs. However, to cater to specific requirements and handle more complex business logic, we use our in-house scripting language—Deluge. Save your spot to immerse yourself in our engaging hands-on bootcamp, designed to equip you with the skills and knowledge to harness the full potential of Deluge for Zoho applications.

Catalyst 101

Title: Introduction to Catalyst
Date: March 18, 2025
Time10:00 AM IST & 8:00 PM IST (GMT+5:30)

Catalyst is a full-stack cloud development platform that simplifies the complex. Build, test, host, deploy, and optimize solutions like never before. Its easy learning curve eliminates complexities, empowering you to craft bold innovations at the lowest total cost of ownership (TCO). This is a four-part learning initiative that focuses on offering a thorough understanding of Catalyst—Zoho's cloud computing platform. Click here for registration and more details.

ZDK CLI (Zoho Development Kit Command Line Interface)

Date: Mar 20 | Apr 10
Time: 10:00 AM IST & 8:00 PM IST (GMT+5:30)

Managing metadata in Zoho CRM shouldn’t feel like navigating a maze. Yet, the endless clicks to modify profiles, roles, modules, or layouts—and the challenges of version control—can quickly become overwhelming. What if you could skip the hassle and manage your metadata effortlessly? Introducing ZDK CLI—your one-stop solution for streamlining metadata modifications, pushing changes directly from the command line, and tracking updates seamlessly with your preferred Version Control System (VCS). Register now to discover how to take control of your CRM workflow with ZDK CLI.

Extensions 101

TitleZoho Projects – Modal Boxes
Date: March 27, 2025
Time: 10:00 AM IST & 8:00 PM IST (GMT+5:30)

This series aims to guide developers through the process of building extensions for various Zoho products using the Zoho Developer platform, Sigma. Our previous sessions in this series covered extension development for multiple Zoho products and highlighted the platform's key capabilities for developing efficient extensions. Register for the upcoming sessions, where we'll delve deep into developing extensions for Zoho products like Projects, CRM, Books, and Desk.

Learning Table Series

Title: Creator for the Logistics industry
Date: April 3, 2025
APAC & ANZ: 11 AM to 12 PM IST - Registration Link
EMEA: 4 PM to 5 PM IST - Registration Link
Americas: 9 PM to 10 PM IST - Registration Link

We designed this series to provide users with valuable insights and knowledge about Creator's capabilities in various business use cases and applications. We have adopted the 12 Months 12 Industries concept. Every month, we will focus on a specific industry, illustrating its unique processes with real-time business scenarios and how to make best use of Creator for that industry. Our previous webinar on Creator for the Manufacturing Industry was a success, and in the upcoming session, we'll be exploring Creator for the Logistics industry.
 
Creator Tech Connect

Title: Product Release Updates in Zoho Creator
Date: April 10, 2025
APAC & ANZ: 11 AM to 12 PM IST - Registration Link
EMEA: 4 PM to 5 PM IST - Registration Link
Americas: 9 PM to 10 PM IST - Registration Link

Creator's tech connect series would comprise of technical sessions that provide immersive training on the key essentials and technical nuances of building a solution in Zoho Creator. This is a great opportunity for our developer community to stay informed about Creator's new feature releases, product roadmap, best practices to follow while scripting in deluge, new deluge concepts, and cloud functions. In our previous session, we discussed enhancing dashboards with Javascript widgets in Zoho Creator. In the upcoming session, we will explore the recent product release updates in Zoho Creator.

Resource Spotlight

Info
We've consolidated all the resources from the developer community learning series into a centralized hub for your convenient access. Consider bookmarking our Zoho Developer Community website to stay informed about the latest updates in the developer community.
  • Zoho CRM Developer Updates:
    • Introducing Catalyst Solutions to streamline automation at scale with minimal effort. 
    • The Bulk Data Processor CodeLib, powered by Catalyst, offers a ready-to-use solution for bulk reading, processing, and writing large datasets. It automatically handles the setup with pre-configured resources. Simply add your custom processing logic, and let the solution do the heavy lifting for you!
    • Refer to our Getting Started guide for setting up and the GitHub Repository for Code Samples.
Fill out this Early Access Form to get this feature enabled for your account. This feature will tentatively be opened in the second week of April, 2025.
    • Client Script support for Subforms is now available across all DCs.
Subform events are triggered from user actions, such as adding or deleting rows or updating data in subform.
These events allow you to run Client scripts for validation, automation, or dynamic updates.
By leveraging Subform Events, you gain precise control over subform behaviour. Click here to view the announcement post. Click here to view the updated help document.
    • Client Script functionality is extended to Zoho CRM Portals, allowing businesses to enhance portal interactions without creating new scripts. We understand that many of you have been eagerly awaiting this enhancement, and we are pleased to inform you that this support is now live for US DC. We will update once its rolled out for other DCs. Click here to view the announcement post.
    • Python SDK - Upgraded python SDK supporting V7 APIs to version 4.0.0. GitHub, pypi.
    • Upgraded NodeJS SDK supporting V7 APIs to version 4.0.0.
    • Kaizen Posts

      • Kaizen 171 - Check out the frequently asked questions on the Zoho CRM COQL API in the Zoho Community Forum with answers.
      • Kaizen 172 - This post discusses how you can use the 'crmAPIResponse' object in a standalone function and use that REST API-enabled function as a Source in Queries.
      • Kaizen 173 - Comparing Zoho CRM REST APIs and Zoho CRM GraphQL APIs.
      • Kaizen 174 - Learn how to trigger Client Scripts anywhere within Zoho CRM, extending the scope of Client Script beyond standard pages and events.
      • Kaizen 175 - Learn how to configure a Settings Widget for your Zoho CRM extension to enable key configurations and enhance user experience.
      • Kaizen 176 - Learn how you can optimize your queries in different ways using record ID as a variable.

      • Kaizen 177 - This post explains the Duplicate Check Preferences API, the Upsert API, and their differences, along with real-time scenario.

      • Kaizen 178 - Learn in detail about Criteria and Filter support in Zoho CRM APIs, how to construct them, and explore the various comparators supported for different field types.

      • Kaizen 179 - Discover when to use ZDK CLI vs. Zoho CRM UI for CRM customization. Learn the best practices while using ZDK CLI.

  • Building extensions for Zoho Finance Suite applications
  • Zoho Finance: We've supported new SDK methods in widgets. You can now include a confirmation modal and display success and failure messages in your widgets. Additionally, we have created a separate help document for the widget locations supported in Zoho Books.

  • Zoho IoT: The Internet of Things is no longer a futuristic concept—it’s a driving force for innovation across industries. Zoho IoT simplifies the complexity of IoT, offering a low-code platform that empowers businesses to harness the full potential of their data. Learn all about how you can build, visualize, and automate your workflows with Zoho IoT.

  • The Ultimate Guide to AutomationAre you tired of spending time on repetitive tasks? Automating routine processes not only boosts efficiency but also frees up your team to focus on what truly matters. Discover how automation can streamline workflows, reduce errors, and drive business growth

  • Zoho Cliq: Stay ahead of the game with Cliq Bot Calls! Automate alerts, speed up decision-making, and keep your team in sync—all without lifting a finger. Find out how this feature can transform your workflow.

  • Zoho DataPrep: Data preparation is evolving, and 2025 is set to bring smarter, faster, and more automated solutions! From AI-powered cleaning to real-time data enrichment, stay ahead of the trends shaping the future of data. Explore the top data preparation trends for 2025.

  • Zoho RPA: Not all tasks are created equal—some are perfect for automation! Discover which business processes are best suited for Robotic Process Automation (RPA) and how automating them can save time and reduce errors.

  • Zoho AnalyticsThis article explores how Zia can help you leverage advanced analytics, helping businesses identify trends, predict outcomes, automate insights like never before, and make smarter business decisions.

Community Discussions

Zoho Developer Forum

Developers ZUG Cliq Channel

Info
These conversations are confined to the Developers ZUG Cliq channel members. If you're keen on becoming a part of this space, visit our website, click JOIN NOW, and complete the form to get an invite to the channel.

Ever feel like you're banging your head against a wall trying to figure out a tech problem? Well, you're not alone! This month, we saw some awesome examples of how a community of Zoho users can turn those frustrating moments into "aha!" moments.
  • Real People, Real Problems, Real Solutions:
    • Imagine you're coding a script, and suddenly, it just...stops working. That's what happened to @Andre. Instead of spending hours pulling his hair out, he asked for help. And guess what? @Mike spotted a potential cause right away—a sneaky change behind the scenes. That's the power of having experienced folks around!
    • Or picture this: you're trying to connect two apps, but you keep getting an error message. @Buddy Quaid ran into this with Zoho Writer and CRM. Thankfully, @Mike (again, our resident superhero!) explained the missing piece, and boom, problem solved.
    • And it's not just about fixing errors. @Himali was trying to figure out a tricky workflow in Zoho Inventory. The community jumped in, explained the process, and @Bijoy even suggested a workaround to make things smoother. That's how we learn from each other!
    • We also had a great chat about keeping track of all those automations and workflows. Anyone else feel like you're herding cats sometimes? It was awesome to see everyone sharing their tips and tricks.
  • Unlocking the Power of Zoho Together:
  • Why this matters? (especially if you're new here):
    • You're never alone: Tech can be confusing, but in a community like this, you'll always find someone willing to help. So, the next time you're stuck, just ask the community—someone might just have the answer (or three)!
    • Learn by doing: Seeing how others solve problems is a fantastic way to learn something new. 
    • Discover hidden gems: You might stumble upon a clever trick or workaround you never knew existed.
    • We talk about the practical stuff: Like how to manage and keep track of your automations and workflows across the Zoho platform.

Community Spotlight

Cliq Contributors

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. 

Make sure to follow the digest every month for the most recent updates and conversations. Stay connected and participate in the forums and the Cliq channel to be featured in the upcoming month's digest. Wishing you all an amazing month ahead!


SEE ALSO



      • Recent Topics

      • Zoho CRM Calendar | Custom Buttons

        I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meeting
      • Default Sorting on Related Lists

        Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created
      • Directly Edit, Filter, and Sort Subforms on the Details Page

        Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
      • Create custom rollup summary fields in Zoho CRM

        Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
      • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

        Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
      • Create Lead Button in Zoho CRM Dashboard

        Right now to create Leads in the CRM our team is going into the Lead module, selecting the "Create Lead" button, then building out the lead. Is there anyway to add the "Create Lead" button or some sort of short cut to the Zoho CRM Dashboard to cut out
      • Searching customer field

        Hello, When entering a receipt, we select customer information. The customer information is synced with Zoho CRM. However, we can't find the customer information because it searches for words that begin with the entered value. It needs to search for words
      • Introducing Version-3 APIs - Explore New APIs & Enhancements

        Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,
      • Rotate an Image in Workdrive Image Editor

        I don't know if I'm just missing something, but my team needs a way to rotate images in Workdrive and save them at that new orientation. For example one of our ground crew members will take photos of job sites vertically (9:16) on his phone and upload
      • Resume Harvester: New Enhancements for Faster Sourcing

        We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built
      • WIDGET in related record list ZOHO CRM; how to get and put data to subform custom fields?

        he need: Read and write two custom subform line-item fields on Quotes: Segment_wyceny (picklist/text) and W_pakiecie (number). Write works; read does not return these fields via SDK. Environment Zoho CRM Widget Zoho Embedded App SDK v1.2 Module: Quotes
      • Cliq iOS can't see shared screen

        Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
      • Zoho CRM Tracking Google Enhanced Conversions

        Can anyone @Zoho, consultants, or users help me understand if Zoho CRM is going to support Google's Enhanced Conversions? I included some information from Google below about it. We use Google Adwords for our pay per click advertising for lead generation,
      • zoho click, and nord VPN

        Unfortunately, we've been having problems with Zoho Click, where essentially the line cuts off after about a minute's worth of conversation every time we are on VPN. Is there a way we can change this within the settings so it does not cut the line off
      • Connecting Portals from different Zoho apps

        Hi, I note that Zoho has functionality for customer portals for several of the Zoho apps, like CRM, Projects, Desk etc. Is there any way to connect these portals?  It would be great if we could give our customers access to a portal in which they could
      • Billing Management: #5 Usage Billing

        After understanding the nuances of Advance Billing and Retainers, we will explore one of the booming billing models. Long ago, villagers drew water from a shared well in a small village. The well was a lifeline for the entire community. Ravi, the well
      • Function #10: Update item prices automatically based on the last transaction created

        In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you custom
      • Inventory Adjustments

        Hi, How to transfer the material from one head to another ? Like materials purchased for manufacturing the laptop need to transfer from consumption inventory (Quantity of raw materials reduced) to destination inventory ( Quantity of Laptop increased)
      • Zoho CRM Community Digest - Aug 2025 | Part 1

        Hey everyone! The first half of August went by, and we have a few announcements and some good noteworthy discussions. So, let's take a look at them! Product Updates: Introducing Connected Records feature: Zoho CRM’s Next-Gen UI now includes Connected
      • Problems with email templates (HTML - Outlook)

        Hi there, I've been trying to create a newsletter from the template "Business 4". Everything looks great in the preview, but when I send it to my Outlook inbox, the layout doesn't seems to stick. More particularly: - The line-height is way more reduced, even though I used the line-height tool from the template - Columns but they are sometimes misaligned - Font size is not always the one I've selected. Could you help? Thanks!
      • Please make it easier to Pause syncing

        right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.
      • How to create a Zoho CRM report with 2 child modules

        Hi all, Is it possible to create a Zoho CRM report or chart with 2 child modules? After I add the first child module, the + button only adds another parent module. It won't let me add multiple child modules at once. We don't have Zoho Analytics and would
      • SalesIQとPageSenseの利用について

        初めての投稿で場違いだったらすいません。 弊社ではSalesIQを運用しているのですが、追加でPageSenseの導入もしたいと現場からの声があります。 両サービスともクッキー同意バナーが必要なサービスなのですが 弊社では同意無しに情報はとりませんという方針なので 2つ入れると2つバナーを出す必要がでてきます・・・ 両サービスを運用されてる方があれば運用状況とか教えてほしいです。 PageSenseについては詳細まで機能を理解してないなかでの質問です。
      • How to integrate Zoho Forms with Zoho CRM on Standard Plan

        Hello Zoho Support Team, I am using the Standard Zoho Forms plan (USD 30/user) and I would like to integrate Zoho Forms with Zoho CRM so that certain fields in my forms can be automatically prefilled using data from Deals in CRM. Specifically, I want
      • CRM : Function to add user name to text field

        I have a lookup field in a module that is linked to the CRM users so we can assign a Project Lead to the customer. Sadly Zoho Marketing Automation doesn't sync Lookup fields so I need to extract information from the lookup to text fields: Lookup field
      • Export PDF File Name

        Is it possible to change the default Zoho .pdf naming scheme for inventory items like quotations? Would like to use the the Subject as the default quote name. Is this possible?
      • How to change the from address from 'no reply' for an email template in CRM

        Hi, We have our CRM set up with the from field as sales@XXX. I have just created a series of email templates and sent a test and they are sending from noreply@zoho I have tried searching for how to change the email template but don't have the options
      • Zoho CRM Client Script - SetCriteria in lookup Field

        Hello All One More Zoho CRM Client Script Tips & Trick. Now you can Set the Criteria on Your lookup in zoho CRM, It Comes With a Create Page, Edit Page, and Details Page (Standard). Example:- We have a Room Module that includes Room Name, Status, Campus,
      • Kaizen #71 - Client Script ZDKs for Detail (Canvas) Page

        Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss Client Script ZDKs support for Detail (Canvas) Page. What is Detail (Canvas) Page? A Detail(Canvas) Page allows you to customize the record detail page to your
      • 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
      • Rich-text fields in Zoho CRM

        Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile
      • Zoho Reports Duplicating Entries

        I have a custom costing tab with a table where we entre invoices. These are under a Heading (PO Subject) and notes added in the form with different line items. In the reports, I have organised the report to group per PO Subject, with the total of the
      • Validation Rule Not Working for Mandatory Field in Zoho Blueprint

        As a Zoho user, we created a validation rule for a specific field. However, we noticed that when we made the same field mandatory within a Blueprint, the validation rule we defined did not work. When we reported this issue to Zoho Support, they stated
      • Notes Issues

        Been having issues with Notes in the CRM. Yesterday it wasn't showing the notes, but it got resolved after a few minutes., Now I have been having a hard time saving notes the whole day. Notes can't be saved by the save button. it's grayed out or not grayed
      • Export from Contacts module to Products module in Zoho CRM

        Good afternoon, I would like to send a number of contact info from the Contacts module into the customized module (tickets to an event) in one operation. I have selected several contacts in the Contact module (people who I have labelled as people I want
      • Zoho Commerce

        Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not
      • Can’t receive emailI c

        I have generated a basic for but when I submit it I don’t get a email, I’ve been in the settings and tested me email, all appears correct, can you please help me
      • Data Capture for Historical Activity (Especially One Lead Downloading Variois reports without Overwriting the info)

        Is there a better way in Zoho CRM to capture and archive a lead’s historical activity—specifically whenever they download reports—so that the data is stored without being overwritten?”
      • Client Script - Updating Field Value in Detail Page of a Lead

        Hello, I'm trying to use Client Script To enrich some data of the Lead when one of my User fill the "City" field in the detail page of the Lead. This is my Script: log (value); var response = ZDK.Apps.CRM.Functions.execute("getInfoCitta", { "nomeCitta":
      • Auto shapes in Zoho sheet.

        Does Zoho sheet supports inserting auto shapes (rectangle, circle...). I did not see any option to do so.  If its not supported currently, is there any plans on bring in this features. Any timelines ?
      • Next Page