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

      • 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
      • [Webinar] Deluge Learning Series - AI-Powered Automation using Zoho Deluge and Gemini

        We’re excited to invite you to an exclusive 1-hour webinar where we’ll demonstrate how to bring the power of Google’s Gemini AI into your Zoho ecosystem using Deluge scripting. Whether you're looking to automate data extraction from PDFs or dynamically
      • Connecting Zoho Inventory to ShipStation

        we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri
      • Subform edits don't appear in parent record timeline?

        Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
      • New in Cadences: Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria

        Managing follow-ups effectively involves understanding the appropriate timing for reaching out, as well as knowing when to take a break and resume later, or deciding if it's necessary to start the follow-up process anew. With two significant enhancements
      • Im Stuck in an EDIT ONLY WITH WIZARD issue

        So I found Wizards to be a really helpful tool in minimizing the exposure of redundant, superfluous fields to staff that would never otherwise have to edit those fields. My issue is, that when the record (in this case a lead) is created with a wizard,
      • Account upgrade

        Good evening, I upgraded my account and paid for it. From standard to professional. Unfortunately after the paiment my account was not upgraded. Please your advise. Best Regards Erik van Staverden
      • How to set ALL default dates of my organization to DD-MM-YYYY format?

        All replies to this question comes from a time where the UI was different. It's extremely frustrating not being able to find how to do this simple setting change. I want everything and everyone in my organizations to have DD-MM-YYYY date format by default.
      • How can I sync from Zoho Projects into an existing Zoho Sprints project?

        Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that
      • Can we generate APK and IOS app?

        Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app  and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanks 
      • Zoho Subform Workflows onAdd of Row

        Suppose I have a form with attached workflows onLoad. If I use the form as a subform, will it inherit the workflows or do I need to create new ones onAdd of row?
      • Session Expired

        I constantly get "Session Expired" and need to relogin or close and open the application again. This gets really frustrating during the day. Is this something that can be solved? This really makes me want to leave the app as it is no go to need to reopen
      • Super Admin removal

        I brought a sub, and I gave the Super admin rights to a person who is no longer with us, so I need to change, and I need to make myself the Super admin
      • Better Notes Commenting

        Hi, I'd like to suggest better collaboration tools for NOTES. The current notes section for Accounts, Contacts and Deals is not ideally suitable for any degree of communication or collaboration. When responding to a note, there is no ability to leave
      • Exporting Templates

        I have just spent 2 hours creating a project template for a Netsuite configuration, and want to share it with other Zoho Projects users - who have a different account. Is there any way to do this?
      • Power of Automation:: Streamline Associated Teams based on the Task Owner update.

        Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:
      • No Response from Zoho Support in 8 Days - Typical?

        I have a couple of issues I'm trying to work through. Initially, I was getting support from support@zohofsm.com, but I have not received a response in 8 days (11 on another question). Is this typical? Can I pay for support? For context, I am not spamming
      • Add QUOTE OWNER profile image to a Quote Template

        I can add their email address.. phone number, DOB. I need to add a users profile picture so when they assign a template to a quote they own it adds their picture to the cover page. I've tried hacking a solution together but there has to be an easier way.
      • Zoho Connections Desk API relative URL PATTERN_NOT_MATCHED

        While i am trying to do this: async function fetchTicketsFromDesk(timeFilter = 'current_month') { try { const response = await ZOHO.CRM.CONNECTION.invoke("desk_connection", { url: "/api/v1/tickets", method: "GET", }); const data = response.details ? JSON.parse(response.details)
      • Zoho CRM - Custom Views for Portal Users

        I'm looking for an option to customise custom views for portal users in CRM. It would be great if "portal user" was a permission on custom views.
      • 【参加無料】10/17(金) 東京 ユーザ交流会 Vol.3 参加登録 受付開始!

        ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 10/17(金)に、東京・新橋で「東京 ユーザー交流会 Vol.3」を開催します! 今回のユーザー事例セッションのテーマは、「Zoho Flowを活用した他社の決済サービスとの連携事例」です。 さらに、Zoho Flowに限らず、Analytics や Campaigns などの多彩なZohoサービスの活用方法について、豊富なご経験をもとにご紹介いただきます。 また、Zoho社員セッションでは、Zoho CRMを活用して日々の営業業務を効率化する具体的な事例をお話しします。業界を問わず、幅広い方にご参考いただける内容となっています!
      • Zoho Meeting Plug compatibility with newer versions of Outlook

        Documentation states that the zoho meeting plug in for outlook is only compatible with versions up to Outlook 2019 What is available to users of more up to date versions of outlook/office 365?
      • Getting Attachments in Zoho Desk via API

        Is there a way to get attachments into Zoho Desk via an API?      We have a process by which a zoho survey gets sent to the user as a link in a notification.    The survey has several upload fields where they can upload pdf documents.    I've created
      • Introducing Zoho's own SMS gateway

        We're thrilled to announce the launch of our own SMS gateway feature within Zoho Marketing Automation! This new feature enables seamless SMS campaign management alongside your email marketing initiatives, providing a more integrated and efficient way
      • Embedding in Desk articles

        We would like to embed documents in our Desk articles. When we use an iframe for the embed, we get scrollbars and a frame border. Neither of those is acceptable. I've spoken with the Desk Support team about what we want and they tell me that it cannot
      • Zoho CRM button to download images from image upload field

        Hello, I am trying to create a button in Zoho CRM that I can place in my record details view for each record and use it to download all images in the image upload fields. I tried deluge, client scripts and even with a widget, but feel lost, could not
      • Mass Update Contacts In Zoho Campaigns

        Is there a way to mass update contacts in zoho campaigns? I want to be able to change the content of a field for a few hundred contacts, and can't go through all of them individually.
      • report showing assignment type

        Hi, We've created a number of workflows to allow us to auto assign tickets to agents based on keywords and other criteria. I'm struggling to create a report that would show me what is the percentage of tickets that are assigned automatically via workflows
      • Option to Disable Knowledge Base Section in Feedback Widget Popup Hello Zoho Desk Team

        Hello Zoho Desk Team, How are you? We are actively using Zoho Desk and would like to make more use of the Feedback Widget. One of the ways we implement it is through the popup option. At the moment, the popup always displays the Knowledge Base section,
      • Placeholders in Ticket Templates

        We should be able to use placeholders in ticket templates. When we create a new ticket, our description field is shown to the client in the email they receive.  It would be very handy to be able to personalize that description field in our ticket templates to pull in the name of the client that the ticket is for. Using them in the subject field as well, so we can auto populate Account Names, etc. 
      • when the record is created the tag want to Show as Opportunity how i achive this using Deluge Script

        In the quotation i have the work flow schedule for create opportunity record in the module , on that time the quotation tag select as opportunity created. How i achive this using Deluge Script . this like i want to Do tag1 = Map(); tag1.put("name","Nurturing
      • Delete a channel

        I need delete a channel in tickets.
      • Copy / Duplicate Workflow

        I have workflows setup that are very similar to each other. We have a monitoring system watching servers, and all notifications - no matter what client it is about - will come from a  noreply@ address which is not very helpful in having it auto assigned to the right account. I have setup a workflow that will change the contact name of the ticket (currently it would say noreply@) to the correct customer which is based on the subject line, as that mentions which server the alert it is about. I need
      • Subtasks don't update parent task's times

        Hi there: I've recently upgraded to premium and check that subtasks completion % don't update the proportional completion of the parent tasks related to it.  We've been challenging with the problem of having to update twice or sometimes 3 times the completion of the related tasks. I've seen posts similar to this, of 3 years old.  Is there any roadmap for making this happen in a future release? Thanx César Ratto Lima, Perú.
      • Should I Use DMARC?

        When I configure Zoho Mail's DMARC settings, it's mandatory to fill in the RUA and RUF (Aggregate notification email address*, Forensic notification email address*) addresses. When we enter an email address in these fields, we receive reports from the
      • Mail ToDo & Tasks Webhooks

        Our company uses Zoho ToDo inside Mail to manage our tasks. When I create a task and assign it to a team member it does not notify them unless I add a reminder via mail. I'm trying to create a webhook for when a task is created to send a cliq message
      • Can't upload attachments.

        I can't upload attachment in Zoho Mail.
      • Next Page