Zoho Developer Community Monthly Digest – May 2025

Zoho Developer Community Monthly Digest – May 2025



Hello everyone,

Welcome to this month’s Zoho Developer Community Digest! From fresh product insights to hands-on tech sessions and standout community threads, there's plenty here to keep your ideas flowing and your skills sharp. Be sure to explore our updated resource hub for even more learning. Grab your coffee and dive into the latest from the Zoho developer community!

The developer community chat room is shifting from Zoho Cliq to a new space on Zoho CommunitySpaces, and it comes with a iOS and Android mobile apps! Or sign up here and use the web version. (Using Zoho credentials? Just sign in—no need to fill the form.)

Why the change? This new space brings all Zoho users together, lets you follow threads and people, sends personalized notifications, and has a much smoother experience overall. We’ve been envisioning this for a while, so we’re thrilled it’s live.

Check out these videos to get started!

Upcoming Events

Extensions 101

Title: Zoho Books – Custom Actions
Date: Jun 12, 2025
Time: 10:00 AM IST & 8:00 PM IST – Registration link

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 CRM, Books, and Desk.

Zoho Community Developer Bootcamps 2025 – India

We're bringing two sets of in-person developer bootcamps across 7 cities in India—one for Catalyst by Zoho, and another for building Extensions using the Sigma platform! We're super excited to meet you in person... and some of you, once again!

Creator Tech Connect:

Title: Building Data Relationships using Subforms in Zoho Creator
Date: June 12, 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 about lookup fields in Zoho Creator. In the upcoming session, we will explore building data relationships using Subforms in Zoho Creator.

Zoho Developer Hangout – Episode 23

Topic: Custom Logs – A Developer’s Ally in Zohosphere
Date: Jun 17, 2025
Time: 10 AM IST – Registration link

How do you debug when a client says, “I clicked something… and now it’s not working”, but can’t explain what happened? In this session, Deepa, a self-taught Zoho developer and homepreneur, will walk you through how she builds custom logs inside client accounts to capture real-time activity, make issues easier to trace, and reduce stress. This session is perfect for any developer working in client automations or eager to learn best practices while coding.

Zoho CRM APIs

Title: Part 7 – OpenAPI Specification 3.0.0
Date: Jun 19, 2025
Time: 10 AM & 9 PM IST – Registration link

Zoho CRM now provides an official OpenAPI 3.0 specification for its REST APIs, designed for developers and solution architects. In this session, you’ll learn how to instantly generate client SDKs in multiple programming languages, test APIs visually through Swagger UI, maintain consistent integrations with auto-generated, versioned requests and responses, and explore modules, operations, request/response formats, and error codes — all in a single, machine-readable file.

Zoho CRM Developer Series – Queries

Date: June 26, 2025
Time: 10 AM IST & 9 PM IST – Registration link

In this session, you'll learn how to create a query in CRM and use variables, serialization and schema management, along with a use case demo.

Building AI-powered, low-code apps with Zoho Creator

Title: CoCreator – Generative AI-Assisted Application Development
Date: July 3, 2025 – Registration link

Learn how Zoho Creator’s AI-powered assistant, CoCreator (powered by Zia), helps you build apps, automate workflows, and optimize code rapidly—so you can focus on creating impactful business solutions faster.

Learning Table Series

Title: Zoho Creator for Logistics Management
Date: July 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. This year as well, 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 recent webinar on Creator for visitor management was a success, and during the upcoming session we'll be exploring Creator for Logistics Management.

Resource Spotlight

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.

Community Discussions

Zoho Developer Forum

  • A developer wanted to extract just the first word from a name like “David Beckham” in Deluge. Some suggested using getPrefix, others went the list-splitting route. The beauty? Each approach worked—with its own twist. What made one method stand out more than the others? The community had thoughts…

  • Looking for clarity on field types and criteria for zoho.cr.searchRecords, @Charles-Adrien noticed the official docs left out quite a bit. @Anonymous User quickly filled the gap, and fellow devs jumped in with practical insights—especially around API version differences. One reply, in particular, offered a lightbulb moment...

  • @Jesus needed to update a date field from the 'Cargo' module to the 'Deals' module in Zoho CRM. With step-by-step help from @Ishwarya SG, a fix from our MVP @Nik, and a surprise twist involving Rollup fields for a similar case, this thread became a great showcase of layered problem-solving. But it’s the final solution that made many devs stop and take notes...

  • @Michele's workflow was being... stubborn. One rule updated a field, but the next rule didn’t even blink. After some helpful nudges from @Anonymous User and a sharp fix from MVP Nik, the floodgates opened—more devs, more automation drama, and a treasure chest of workarounds. The final fix was so simple, it almost felt like the CRM was just being petty.

Developers ZUG Conversations

Community Spotlight

Zoho Developer Hangout

As a continuation of featuring a ZDH presenter each month, this time, we are delighted to introduce and appreciate the 19th episode presenter @Christopher Mowers. Explore this post to discover the knowledge and insights he shared with the community.

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. 



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!

      • Recent Topics

      • Ask the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk

        Hello Everyone! Welcome back to the Ask the Experts(ATE) series! We were so focused on our Autumn 2025 release that we didn't host an ATE session last month. In this month's ATE, we'd like to expand our areas for discussion: we'd like to listen to your

      • Add Webhook Response Module to Zoho Flow

        Hi Zoho Flow Team, We’d like to request a Webhook Response capability for Zoho Flow that can return a dynamic, computed reply to the original webhook caller after / during the flow runs. What exists today Zoho Flow’s webhook trigger can send custom acknowledgements

      • Your bot just got smarter: AI-Powered routing that reads between the lines

        What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing

      • Tips & tricks: Make SalesIQ automations work for you

        Every day, thousands of visitors land on your website. Some browse, some buy, and some leave without a word. But, wouldn’t it be great if you could automatically know who’s interested, engage them at the right moment, and never miss a lead, and all this

      • Zoho Analytics & SQL Server - Live connect

        Below are the steps I did Created a fresh database and table in my own virtual server Created a new data source connection with live connect I was able to select the tables and created the data source successfully I am getting the error when I try to

      • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

        Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

      • Good news! Calendar in Zoho CRM gets a face lift

        Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

      • Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,

        Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available

      • Unified customer portal login

        As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

      • Microsoft Teams now available as an online meeting provider

        Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

      • Zoho Projects - Task Owner filter at Project level

        Hi Projects Team, The feature requests I would like to raise is the ability to create a custom view at the project level for projects with tasks owned by a user or users. For example "Ashley's Projects" custom view might contain a list of project in which

      • How to display Motivator components in Zoho CRM home page ?

        Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home page ? Has someone any idea ? Thanks for your help.

      • Cadences

        I have just started using Cadences for follow-up up email pipeline. Is it just me or do you find the functionality very basic? For example, it will tell me (if I go looking for it) if someone has replied to a follow-up and been unenrolled; but it won't

      • Zoho Books-Accounting on the Go Series!

        Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.

      • Custom Fonts in Zoho CRM Template Builder

        Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

      • Would be really awesome to have Created Time and Modified Time showing for custom functions list

        It would be SO HELPFUL to be able to sort custom functions by created time/ modified time. Also seeing a created by/ modified by with the little profile picture would be supremely helpful as well. Just really hard sometimes to find a function you were

      • What's New in Zoho Analytics - October 2025

        Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme

      • Ticket Export Does Not Include Ticket Threads

        Dear Zoho Desk Support Team, I hope you’re doing well. I would like to report an issue regarding the ticket export functionality in Zoho Desk. Currently, when exporting tickets, the ticket threads or conversation history are not included — only the ticket

      • Payments made notification

        This is a really wonderful feature but we can only use it for about 50% of payments made & have to revert to sending statements which is a real chore. Credits applied to the bills paid in the notification aren't included & this causes great confusion in the accounts receivable departments. Please, please add this required feature asap ! .....

      • Ability to add VAT to Retainer Invoices

        Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices.  It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe!   So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes

      • Multi-Page Forms in Zoho Creator!

        Let’s make long applications easier to handle by dividing them into pages, adding a progress bar, and guiding users step by step through complex data entry. This would be a total game-changer for the user experience and could significantly boost completion

      • How to I get checkboxes on a subform to update via deluge

        Hello, would someone be able to tell me what I'm doing wrong here? I am trying to take the contents of a Deals subform and add them to an invoice then update the checkbox on each row so that 'add to invoice' is unticked and 'invoiced' is ticked. The output

      • ZOHO DESK link with Power BI

        HI, I am using ZOHO Desk for last two years and now my client is asking to integrate ZOHO desk data to Power BI so that they can use Data for reporting. Kindly guide in details so that i can give access to ZOHO desk export data for more visibility.

      • URLs being masked despite disabling tracking

        Hey, We had disabled click tracking from an email update we are sharing with our users. Despite this, the URL the end user is receiving is masked, and looks like "https://qksyl-cmpzourl.maillist-manage.net/click/1d8e72714515cda6/1d8e72714515ca70" instead

      • Zoho CRM - Calendar Cards View - Let Users Decide What Is Displayed On Calendar Entries

        Imagine planning your week of face-to-face meetings across three counties. You’re trying to group appointments by location to make the best use of your time, but Zoho CRM’s calendar doesn’t show where each meeting is happening. You’re left trying to remember

      • Set to Review for all

        We are testing the use of Writer as part of an internal review process for statement of work documents and have found that when the document is changed from Compose to Review by one person, that is not reflected for all others who view the document. Is

      • Dashboard Autorefesh

        Good day, I am a dashboard that displays the number of tickets based on "Product Name". This dashboard is displayed on a big TV for the team to monitor. Can the dashboard auto-refresh every few minutes to display the new values? Currently, we have closed

      • Alerts for mentions in comments

        We are testing the use of Writer internally and found that when a user is mentioned in a comment, there is no email alert for the mention. Is this something that's configurable, and if so, where can we enable this option?

      • Deferred/ Unearned revenue

        Dear Zoho Team, Just in case you have missed out my query posted few days ago: We issue invoices relating to 12-month web hosting service. When we issue the invoice, we should record the entire amount of the invoice as DEFERRED/UNEARNED REVENUE (ie. $10

      • CRM Related list table in Zoho analytics

        In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.

      • Report Hover Setting

        Would be great if we will able to show information to the user while hovering a record in a report.

      • Bigin Android app update: Zoho Books integration

        Hello everyone! We’re excited to introduce Zoho Books integration on the latest version(v1.8.5) Bigin Android app. Once the integration is completed in the web(bigin.zoho.com), the Zoho Books tab will be visible in detail View of Contacts, Companies,

      • Agent assignment filter?

        Godo day, We are starting to play with FSM to see if it's going to work for our needs. Now so far we have found that it's very restrcitve in the field department you you have layout rules or can't even hide fields depending on the users roles. We can't

      • Audit Log enhancements: Increased retention period, better user visibility, and more

        Hello everyone, The Audit Log brings in the following enhancements which improve the overall ability to manage data. Why did we make these updates? Extended Data Retention: Audit data can now be filtered and exported for a 60-day period, doubling the

      • Question Regarding Managing Sale Items in Zoho Books

        Good day, I was wondering about something. Right now, Zoho Books doesn’t seem to have a way to flag certain items as being on sale. For example, if I want a list of specific items to be on sale from October 1 to October 12, the user would have to export

      • [WEBINAR] Smooth year-end closure with Zoho Books (KENYA)

        Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho

      • System flaws and lack of response from Zoho

        I have had to go on here as no-one is replying to my emails regarding my problem (been 10 days and no email reply) and your chat facility online through your Zoho Books software opens and closes immediately, so not functioning properly. I actually called

      • Customer Grouping

        Hi, how can I group multiple customers into single group. So that I can have idea of accounts receivables of all the customers in single group. Like if there are multiple subsidiaries of same company we have having a business with, and want to view the

      • Two currencies

        More and more I am finding that internattional payments' fees are unpredictable. I would like, on my invoices that are in a foreign currency (eg. USD$ or EUR€) for there to be a GBP£ TOTAL display alongside the invoice's currency total. This would make

      • Zoho Books | Product updates | September 2025

        Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate

      • Next Page