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
Time: 10:00 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

Title: Zoho 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 Automation: Are 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 Analytics: This 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

      • ZOHOLICS Japan 2025 開催のお知らせ（再投稿）

        【コミュニティユーザーの皆さまへお知らせ】 Zoho 最大のユーザーイベント「ZOHOLICS Japan 2025」を9月19日（金）に開催します。 AI活用に関する特別講演、ユーザー事例、Zoho 製品の活用例のご紹介など、Zoholicsならではのセッションをご用意しています。 Zoho コミュニティ開催のMeetupとはまた違った雰囲気のイベントです。 ご都合のつく方はお気軽にご参加ください✨ 詳細はこちら https://events.zoho.jp/zoholics2025#/?affl=forumpost2

      • Phone Number format for Bulk Upload via csv for Zoho Sign

        What is the phone number format that we need to use for a bulk recipient upload via csv in zoho sign, should the country code be included for ex if its US should it be +18889007865 ior 18889007865 or without country code 8889007865? the sample csv provided

      • Filter Page Elements By Selectable Date Range

        I have created a basic Page that will serve as a client dashboard with elements that will provide simple counts & sums of data in reports. There are no reports or forms added to the page, just elements. It currently functions as needed, but shows the

      • Can’t Enter my Notebook is Locked

        I’ve been using Notebook for taking notes at my college for a month and I never signed in and I never established a password. Today I tried to enter the app after the update and it asked me for a password. I need to access to my notes urgently and I can’t

      • Send Email Directly to Channel

        Hi, We are coming from Slack. In Slack each channel has a unique Email address that you can send emails too. I currently forward a specific type of email from my Gmail InBox directly do this channel for Verification Codes so my team doesn't have to ask

      • Secure your external sharing process with OTP Authentication

        For any business, it's crucial to share files externally in a way that is both secure and controlled. Let's say you want to share confidential data with your partners and vendors. You must ensure that only your intended recipients can access the shared

      • Items attribute questions

        Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on the

      • Is there a way to search mail for items you haven't yet responded to?

        I'm trying to create a search to show emails that haven't been responded to and that have also been assigned a tag or label. Is there a way to search for the inverse of replied?

      • Subtotals per Header

        Hey, we would like to display subtotals per header in our invoices:

      • upgrade storage

        how to upgrade my storage

      • Linking items from books and subscription

        Linking books and subscription It is a pity that it is not possible to associate with a product an article present in ZohoBooks This would make it possible to manage products composed of a nomenclature of articles of books

      • Add the ability to view number of hours planned for a workorder while in the Dispatch Console

        Hi Zoho, When dispatching a work order through the Dispatch Console, there's currently no way to view the number of planned hours for the service tasks associated with that specific work order. Having to click into the details each time to check planned

      • Uploading Files from uploads api

        I tried uploading the image from the API call but its giving me unauthorized error even i have given valid token in header. After uploading i need that id to pass in create ticket api uploads but its not uploading that file. Please help me out in th

      • Categorize Items with Item Headers

        Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title.  Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates.  To add an item header: Go to the Estimates, Invoices

      • Change format of quantity format

        Hi,  I would like to change the qunatity format from 1,00 to 1.  Is this possible?   thanks!

      • square up and Zoho books

        Since we set up the app connection between square up and Zoho books we have realised that when the amounts are getting transferred Zoho is adding VAT again making the numbers 20% more than they should be. We have checked our settings and they VAT/ Tax

      • How to provide Access rights to specific Bank accounts

        We have several bank accounts. I want to provide certain members access to only 2-3 accounts. It appears that when I give permissions, they are for ALL bank accounts. How do I do that?

      • Errors Getting a Bank Transaction

        Using Postman(for testing), I am receiving errors when attempting to get a single bank transaction. I am able to receive the list of bank transactions with https://www.zohoapis.com/books/v3/banktransactions/?organization_id={org_id} but when I try to

      • Subscriptions Plans and CRM Products Integration?

        Is there any way to set up plans and pricing in Zoho Subscriptions and have those available as Products in the CRM? We are trying to set up the CRM and the Products seem to be more geared toward selling products that are not subscription based.  So if we sell annual or monthly contracts which are $10/seat/month, I can set this up as a plan in Subscriptions, but how can I set the same thing up in the CRM for the salespeople to sell/quote? What is the best practice for setting up the CRM Products to

      • Mapping Zoho Subscription Plans and Products to CRM and Books

        We have products that are one time products and subscription products.   1) We would like to have the ability to create an opportunity in CRM that includes both one-time charge products and subscription products.  Currently the only way of creating a subscription product is by defining a "Product->Plan" hierarchy in Zoho Subscription.  It appears that the only SYNC between Subscription and CRM is around contacts and the Product->Plan hierarchy doesn't sync to CRM, thus, you would need a duplicate

      • Bulk update fields based on date

        Hi! I need all the quotes with "Quote Stage" set to "Next Year" to update to "Draft" every January 8 (every year). Can you help?

      • Target for a campaign

        Hi, Hope you can help me. I need to create a report (for a marketing campaign) that combines Deals and Contacts to export all the contacts with closed deals. I can easily do that, what I cannot do is to remove from the target the contacts that have more

      • Zoho Desk + Jira integration - Email notifications and comments posted by administrator instead of real user

        Dear All, I set up the integration under my admin account, and now when users leave comments in Jira (to created tickets in Zoho Desk), the email notifications show that the ‘Administrator’ left a comment, not a real user. The same happens in the ticket

      • Celebrating the power of visuals

        On World Photography Day, we would like to highlight the power of visuals in customer service. Visuals promote learning and understanding in less time. A photograph can rekindle a memory, convey more than words, and give a fresh perspective. How does

      • Customer address in Zoho Bookings

        Hello,  Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps.  It would also be advantageous for the "list view" to show appointment times instead of just duration and booking

      • Blocking / black listing customers

        Hi, We have a situation, we observed that certain customers are blocking multiple appointments with our advsiors but not showing up. Some of these are repeat offenders. This leads to those service hours getting blocked and not available for genuine customers.

      • Feature Request: Email Templates for notifications accross all services

        Currently in Zoho Bookings, email notifications (such as booking confirmations, reminders, and cancellations) must be customized individually for each service. This becomes time-consuming and error-prone when managing multiple services that require consistent

      • Approval-based booking with Zoho Creator and Zoho Bookings

        Hi community members, We have developed a workaround for approval-based booking using Zoho Creator and Zoho Bookings! This provides a temporary solution as we work on the native feature, and it's useful for anyone needing an approval workflow when confirming

      • Member Accounts in Related List

        Hi Team, Currently, when a parent account is associated with an account in FSM, there is no related list displaying the associated member accounts under the parent account’s related list section. To view member accounts, I have to manually search using

      • how do i remove a specific Zoho Service from my account

        I no longer need Zoho CRM, ZRM Assist nor ZRM BugTracker. How do I remove them from the list of apps for my account?

      • I Want migarte all invoice details to zoho sheets

        I want to migrate all existing invoice details to Zoho Sheet, and automatically update the sheet whenever a new invoice is created.

      • were can i find my invoices i need this for my accountant

        were can i find my invoices i need this for my accountant, how can i get id direct to my email?

      • ONLY email field not populating Writer fillable document (randomly)

        I have a Zoho Writer fillable document that has pulled all my data from my Zoho Sheets file, EXCEPT the email column. It pulled every data before and after that column with no issues. Screenshots attached. It's not my first time using the app or the feature,

      • My number is marked as spam

        Hello Zoho Mail Support, My phone number was incorrectly flagged as “spam” during sign-up. This is my personal number, and I have not engaged in any spam activities. Kindly review and verify my account so I can proceed with my email setup. Thanks.

      • Personnalisation des paramètres dans Zoho Mail

        Pourquoi cela compte-t-il ? La personnalisation des paramètres dans Zoho Mail permet aux administrateurs de configurer l’environnement de messagerie en fonction des besoins spécifiques de leur organisation. Que ce soit pour alléger l’interface pour certaines

      • How To Save Data Into Zoho CRM Sandbox

        Hi Community, I want to save data into my zoho sandbox , for this I am using this api endpoint - https://www.zohoapis.com/crm/v8/Patients but I am getting this error - { "success": false, "message": "Zoho API request failed", "error": { "code": "INVALID_MODULE",

      • Automate pushing Zoho CRM backups into Zoho WorkDrive

        Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They

      • Question about retrieving unsubscribed contacts (outside of lists) via API

        Hello, I am currently using Zoho Marketing Automation and would like to integrate it with our company’s core system. For this purpose, I am exploring the API options available to retrieve contact information. Specifically, I would like to know if there

      • Getting “mandatory field missing: Service_Line_Items” When Creating Work Order via Zoho Flow Deluge

        Hi Team, I’m trying to create a Work Order in Zoho FSM with only a Service Line Item (no Parts). However, I keep getting this error: Work Order Response: {"code":"MANDATORY_NOT_FOUND","details":{"api_name":"Service_Line_Items"},"message":"required field

      • How to customize the colors of the Client Portal login screen and add the company logo?

        As title, how to customize the colors of the Client Portal login screen and add the company logo?

      • Next Page