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

      • Apply transaction rules to multiple banks

        Is there any way to make transaction rules for one bank apply to other banks? It seems cumbersome to have to re-enter the same date for every account.
      • How to bulk update records with Data Enrichment by Zia

        Hi, I want to bulk update my records with Data Enrichment by Zia. How can I do this?
      • Need Guidance on SPF Flattening for Zoho Mail Configuration

        Hi everyone, I'm hoping to get some advice on optimizing my SPF record for a Zoho Mail setup. I use Zoho Mail along with several other Zoho services, and as a result, my current SPF record has grown to include multiple include mechanisms. My Cloudflare
      • How do I split a large CSV file into smaller parts for import into Zoho?

        Hi everyone, I’m trying to upload a CSV file into Zoho, but the file is very large (millions of rows), and Zoho keeps giving me errors or takes forever to process. I think the file size is too big for a single import. Manually breaking the CSV into smaller
      • Client Script Payload Size Bug

        var createParams = { "data": [{ "Name": "PS for PR 4050082000024714556", "Price_Request": { "id": "4050082000024714556" }, "Account": { "id": "4050082000021345001" }, "Deal": { "id": "4050082000023972001" }, "Owner": { "id": "4050082000007223004" }, "Approval_Status":
      • Sync Issue Between Zoho Notebook Web App on Firefox (PC) and Android App

        Hi Zoho Notebook Community, I'm facing a sync problem with Zoho Notebook. When I use the web version on Mozilla Firefox browser on my PC, I create and save new notes, and I've synced them successfully. However, these new notes aren't showing up in my
      • Messages not displayed from personal LinkedIn profile

        Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,
      • lead convert between modules

        Hello, The workflow we set up to automatically transfer leads registered via Zapier into the Patients module to the Leads module started to malfunction unexpectedly on September 25, 2025, at 11:00 AM. Under normal circumstances, all fields filled in the
      • Flow Task Limits - How to Monitor, Understand Consumption?

        So, I got an email last night saying that I've exhausted 70% of my tasks for this month, and encouraging me to buy more tasks. I started to dig into this, and I cannot for the life of me figure out where to find any useful information for understanding,
      • Cross References Do Not Update Correctly

        I am using cross references to reference Figures and current am just using the label and number, i.e. Figure #. As seen here: When I need to update the field, I use the update field button. But it will change the cross reference to no longer only including
      • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

        Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions
      • How to Track and Manage Schedule Changes in Zoho Projects

        Keeping projects on track requires meticulous planning. However, unforeseen circumstances can cause changes to schedules, leading to delays. It becomes important to capture the reason for such changes to avoid them in the future. Zoho Projects acknowledges
      • Is there a notification API when a new note is addeding

        Trying to push to Cliq, or email notification when there's a new note added in module. How to implement this?
      • Collaborate Feature doesn't work

        Hello Team. It seems that the collaborate section is broken? I can post something but it all appears in "Discussions". In there is no way how I would mark something as Draft, Approval, post or any of the other filter categories? Also if I draft a post
      • Edit Permission during and after approval?

        When a record is sent for approval Can a user request for edit permission from the approver? We don't want to give edit permissions for all the records under approval Only on a case-by-case basis How can we achieve this?
      • Zoho web and mobile application not workingn

        Both zoho forms web and mobile application aren't working. I have checked my network connections and they are fine.
      • Introducing the revamped What's New page

        Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main
      • Bulk Moving Images into Folders in the Library

        I can't seem to select multiple images to move into a folder in order to clean up my image library and organize it. Instead, I have to move each individual image into the folder and sometimes it takes MULTIPLE tries to get it to go in there. Am I missing
      • Latest updates in Zoho Meeting | Breakout rooms and End to end encryption

        Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's what we've been working on lately: Introducing Breakout Rooms for enhanced collaboration in your online meetings and End-to-end encryption to ensure that the data is encrypted
      • Systematic SPF alignment issues with Zoho subdomains

        Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due
      • Accidentally deleted a meeting recording -- can it be recovered?

        Hi, I accidentally deleted the recording for a meeting I had today. Is there a way I can recover it?
      • To Zoho customers and partners: how do you use Linked Workspaces?

        Hello, I'm exploring how we can set up and use Linked Workspaces and would like to hear from customers and partners about your use cases and experience with them. I have a Zoho ticket open, because my workspace creation fails. In the meantime, how is
      • How to access email templates using Desk API?

        Trying to send an email to the customer associated to the ticket for an after hours notification and can't find the API endpoint to grab the email template. Found an example stating it should be: "https://desk.zoho.com/api/v1/emailtemplates/" + templateID;
      • Update Portal User Name using Deluge?

        Hey everyone. I have a basic intake form that gathers some general information. Our team then has a consultation with the person. If the person wants to move forward, the team pushes a CRM button that adds the user to a creator portal. That process is
      • Unable to retrieve Contact_Name field contents using Web API in javascript function

        Hello, I've added a field in the Purchase Order form to select and associate a Sales Order (Orden_de_venta, lookup field). I've also created a client script to complete some fields from the Sales Order (and the Quote), when the user specifies the related
      • Updating Woocommerce Variation Products Prices Via Zoho CRM

        I can update product prices with this flow: But I can't update variant products. I got a code from Zoho for this, but I couldn't get it to work. It needs to find the product in the CRM from the SKU field and update the variation with the price there.
      • Emails Disappearing From Inbox

        I am experiencing the unnerving problem of having some of the messages in my inbox just disappear.  It seems to happen to messages that have been in there for longer than a certain amount of time (not sure how long exactly). They are usually messages that I have flagged and know I need to act on, but have not gotten around to doing so yet.  I leave them in my inbox so I will see them and be reminded that I still need to do something about them, but at least twice now I have opened my inbox and found
      • Power of Automation :: Automatic removal of project users once the project status is changed.

        A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and
      • Customizing Form Questions per Recipient Group in Zoho Campaigns/Forms

        Hello everyone, I would like to ask if it’s possible in Zoho Campaigns or Zoho Forms to send out a campaign where the form questions can be customized based on the group of recipients. Use case example: I have prepared 20 questionnaire questions. For
      • Automatic category assignment

        Hi, I’d like to ask if there is a way to automatically assign an expense category based on the recognized Merchant. What would be the simplest way to set up automatic category assignment? Alternatively, is there an option to first choose the category
      • Every time an event is updated, all participants receive an update email. How can I deactivate this?

        Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening
      • Having Trouble Opening The Candidate Portal

        Recently am having trouble opening the Candidate Portal. It keeps loading but cannot display any widgets. Tried Safari, Chrome and Edge. Non of them work. Please solve the problem ASAP.
      • Forms - Notification When Response Submitted

        How do I set it up to generate an email notification when a response (class request) is submitted?
      • How to disable user entry on Answer Bot in Zobot

        Hi, I have an Answer Bot in my Zobot, here is the configuration: I only want the user to choose 1 of the 4 the options I have provided: When no answer found, user chooses 'I'll rephrase the question' or 'Ask a different question When answer is found,
      • More admin control over user profiles

        It's important for our company, and I'm sure many others, to keep our users inline with our branding and professional appearance. It would be useful for administrators to have more control over profile aspects such as: Profile image User names Email signatures
      • Please Make Zoho CRM Cadences Flexible: Allow Inserting and Reordering Follow-Up Steps

        Sales processes are not static. We test, learn, and adapt as customers respond differently than expected. Right now, Zoho Cadences do not support inserting a new step between existing follow-ups or changing the type of an existing primary step. If I realize
      • Changing the Default Search Criteria for Finding Duplicates

        Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.
      • Clear Tag & Linking Between Quotes and Sales Orders

        Hi Zoho Team, In Zoho Books, when a quote is converted into a sales order, it would be extremely useful to have: A clear tag/indicator on the quote showing that it has been converted into a sales order. A direct link in the sales order back to the originating
      • 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
      • Add Direct Ticket Link to Zoho Help Center Portal in Email Replies

        Hi Zoho Support Team, We hope you're doing well. We’d like to request a small but valuable improvement to enhance the usability of the Zoho Help Center portal (https://help.zoho.com/portal/en/myarea). Currently, when someone from Zoho replies to a support
      • Next Page