Zoho Developer Community Monthly Digest - April 2024

Zoho Developer Community Monthly Digest - April 2024



Hello everyone,

April was an action-packed month for the Zoho Developer Community! From insightful sessions on strategic software development to the conclusion of the exciting bootcamps in India, there's plenty to catch up on. Explore upcoming events, valuable resources, and engaging community discussions in this month's digest. Dive in for a dose of inspiration and stay connected with the latest updates!

April Highlights

Zoho Developer Hangout 15

This session was all about exploring how to strategically develop software that drives business growth. @David Afolabi–Group Program Manager, Systems, Analytics & Solutions Architecture/Engineering, Boost Media Group—gave practical insights into value chain architecture and learn how to align your solutions with evolving business processes. Watch the recording of this session here.

Extensions - India Bootcamps

We wrapped up the Zoho Developer Community Bootcamps in India! The bootcamps were all about building connections, getting expert tips from Zoho pros, and feeling the power of the community. Big thanks to the Zoho experts who shared their knowledge and to everyone who participated. This is just the beginning – stay tuned for even more opportunities to learn, connect, and collaborate in the next round of bootcamps! Here's a small recap from the Chennai bootcamp.

Upcoming Events

Note: To stay on top of the upcoming developer community events, keep an eye on this page.
  1. Zoho Extensions 101 – Extensions for Zoho Finance Suite: This series offers a comprehensive exploration of developing extensions and widgets for the Zoho Finance suite. Did you know that we have a dedicated portal in Sigma with which you can create extensions for a range of applications in the Zoho Finance Suite, including Zoho Books, Zoho Billing, Zoho Expense, Zoho Inventory, and Zoho Invoice? Starting with an introduction to Sigma and the Zoho Books platform, subsequent sessions cover creating extensions, testing, publishing, and listing apps in the Zoho Marketplace. Registration and more details here.

  2. Zoho QEngine 101: This series aims to enable attendees to create test cases from scratch, manage them under modules, and execute them for three different platforms—web, mobile, and API—using Zoho QEngine. With three sessions already completed, our focus will now shift to Mobile testing in the upcoming session slated for June 6. Register here.

  3. eSignatures with Zoho Sign: Discover how to create legally binding documents and seamlessly integrate Zoho Sign into your website or mobile application using Zoho Sign APIs and SDKs. Join us on May 16 to learn the importance of integrating a digital signature solution into your website, get a product walkthrough of Zoho Sign, and gain insights into utilizing Zoho Sign's APIs effectively. Register here.

  4. Zoho CRM APIs: In this series, you will learn about OAuth2.0 authorization used by Zoho CRM APIs, CRUD operations for retrieving, creating, updating, and deleting records, efficient search/query methods, data synchronization techniques for consistency across platforms, and working with SDKs for seamless integration of Zoho CRM functionality into applications. Check out part 2 of this series where we discussed Python SDK and the API credit system. In the upcoming session on May 29, we'll be covering Search API & COQL API. Register here.

  5. Zoho Apptics 101: In this series starting June 11, we’ll dive deep into every aspect of application analytics to help you understand how Zoho Apptics aids in measuring important KPIs that reflect your app's performance, growth, and engagement. Click here to register.

  6. Learning Table SeriesWe designed this series to provide users with valuable insights and knowledge about Creator's capabilities in various business use cases and applications. This year, 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 the Education Industry was a success, and during the upcoming session, we'll be exploring Creator for the Manufacturing Industry.

    Title: Creator For the Manufacturing Industry
    Date: June 6, 2024
    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


  7. Creator Tech ConnectCreator'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. We are conducting a three-month series on mobile applications in Zoho Creator. The recent session of the series focused on rebranding mobile applications in Zoho Creator, while the upcoming session in the series will be about Mobile SDK in Zoho Creator.

    Title: Mobile SDK in Zoho Creator
    Date: June 13, 2024
    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

Resource Spotlight

We've consolidated all the resources from the developer community learning series into a centralized hub for your convenient access. Consider bookmarking the Zoho Developer Community website to stay informed about the latest updates in the developer community.

Community Discussions

Zoho Developer Forum

  • This post is a goldmine for anyone working with Deluge scripting! @Rodger shares a struggle many face (confusing variable names) and nailed down a simple yet effective naming convention for variables and objects, making scripts way easier to read and manage. It's clear he's put a lot of thought into this, and kudos to him for generously passing on the knowledge.
  • Stuck with duplicate leads due to address variations in Zoho CRM? This community forum thread can help!
  • Look no further than this forum discussion if you're grappling with generating invoices from quotes in Zoho CRM, particularly with custom fields and API restrictions. Check out the code snippet shared by our MVP @Bhoomi to assist @Lili.
  • @Jean wants to nudge employees to fill a non-mandatory field in Zoho CRM. Our MVP @Hugh steps in with a clever client script that triggers a pop-up reminder upon saving. As @Jean digs deeper with follow-up questions, the conversation evolves with @Javier and @Subhash joining the mix to explore advanced options. Check it out here.

Developers ZUG Cliq Channel

Note: These conversations are confined to the Developers ZUG Cliq channel members. If you're keen on becoming a part of this space, please fill in this onboarding form to receive your invitation to join the channel.
  • A little delay is needed at times, only when it's a part of the code! @Labiol needed help with hard-coding a delay in his Deluge code, and thankfully, there was no delay in @Richard and @Mike coming to his aid with an effective, documented solution. Check it out here.
  • Sometimes the answer is right under the nose! @Eric Chrobak faced an issue spanning various Zoho Products, which required work with SQL, and @Ed jumped in with the simplest solution one can imagine. Check it out for yourself here!
  • They say there's more than one way to skin a cat. Apparently, there were also mutiple ways to solve @Reid's need to filter contacts and deals based on different stages in communication. Check out the different solutions offered by Mike and Sayali here!
  • Syncing data between applications lets users manipulate data in specific ways for specific needs. That's what Ram needed help with; syncing contacts between Zoho CRM and Zoho Books. Janani jumped in with sample code that saved Ram's day!
  • Calculating geographical distances is an integral part of a multitude of businesses, such as Real Estate, eCommerce, and so on, for varied use cases. When @Ron needed help, @Puneet took him a lot closer to solving his query on calculating geographical distances using Zoho Creator
  • Not all code that is written in Zoho's suite of products has to be in Deluge, Zoho's own coding language! Check out this interaction that happened when Vigneshwaran needed help with Javascript to retrieve records from Zoho Creator. 

Community Spotlight

ZDH Speakers

The contributions of our ZDH presenters have been instrumental in the success of the this segment. We extend our heartfelt appreciation for their efforts.

As a continuation of featuring a ZDH presenter each month, this time, we would like to introduce our 10th presenter @Eric Chrobak. Explore this post to discover the knowledge and insights he shared with the community.

Cliq Contributors

The Developers ZUG Cliq channel has consistently served as the primary hub for community members seeking technical assistance and engaging in savvy discussions. Here are our top contributors who have gone the extra mile to support and assist the Zoho Developer Community:



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

We appreciate you dedicating your time to peruse this month's digest. Make sure to follow the digest each month for the most recent updates and conversations. Stay connected and participate in the forums to be featured in the upcoming month's digest. Wishing you an amazing month ahead!

SEE ALSO




      • Recent Topics

      • Introducing swipe actions in the Zoho CRM Android app

        Hello everyone, How much time do you spend each day on your list view? Probably quite a lot. Since it's such an important part of your work, wouldn't it be easier if you could take action directly from your list view instead of opening each record one
      • Content Security Policy

        Is there a place in ZOHO CRM to add a Content Security Policy to allow for a call to a google.com map, from inside our current app? Or, how do I resolve the issue below?? jquery.js:1 Refused to load the script 'https://maps.google.com/maps/api/js?v=3.41&libraries=places&sensor=true&key=AIzaSyAyQzKeKSbLci4LwZhn9oXvtCkbUo1Ae4g&callback=map_loader'
      • Option to select location?

        As a business coach, I meet with clients at various public locations. I have two or three pre-determined locations that I meet at. I would like the client to choose the location when booking an appointment. Is there a way to do that with a single service, or is the best way to accomplish this by creating one service for each location offered?
      • Unified WhatsApp Number Management in Zoho Desk and SalesIQ

        Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers
      • Provide a standard structure to your content using article templates

        Hello everyone, When multiple writers work on different documents, maintaining a standard structure can be challenging as each of the writer follows a different writing style. However, when the structure, tone, and format of every document is different,
      • How to update custom multi-user field in Zoho Projects?

        I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.
      • Accessibility Spotlight Series - 1

        Every user interacts with products differently, what feels intuitive to one may be challenging for another. Addressing this, accessibility is built into Zoho Project's design philosophy. This helps users navigate and perform actions with ease irrespective
      • Projects Tasks Not Showing Dependencies

        I'm clicking on tasks and the popup to add dependencies isn't showing. I can't disconnect the nodes either. For some reason when I slide a task backwards it says it cannot go before a predecessor, even though there is not predecessor. Double clicking
      • Deprecation of C4 endpoint URLs

        Note: This post is only for users who are still using the C4 endpoints. Hello everyone, At Zoho Creator, we're committed to continuously enhancing the security, performance, and capabilities of our platform. As part of this ongoing effort, we'll be deprecating
      • Introducing AWS authentication for connections in Deluge

        Hello everyone, We're incredibly excited to announce the all-new AWS authentication for connections in Deluge! This highly anticipated feature simplifies connecting to Amazon Web Services, opening up a world of possibilities and allowing you to seamlessly
      • Timeline Tracking Support for records updates via module import and bulk write api

        Note: This update is currently available in Early Access and will soon be rolled out across all data centers (DCs) and for all editions of Zoho CRM. The update will be available to all users within your organization, regardless of their profiles or roles.
      • Customize User Invites with Invitation Templates

        Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align with
      • ListObjects is recognized by VBA

        Sub addNewRow() Dim ws As Worksheet ' Set your worksheet name Set ws = ThisWorkbook.Sheets("Invoice") ' Set your table name (change "Table1" to your actual table name) ws.ListObjects("InvItems").ListRows.Add End Sub I am getting Unknown function: Li
      • KPI Widget dashboard select periods

        I have a problem with selecting periods as a user filter. In the beste scenario I would like to have to have a period filter like Google Analytics has of Datastudio (see attachment). In the KPI widget I "Group by "inquiry_date" on week&Year". It selects
      • Need a way to secure Prefill URLs in Zoho Forms (hide or encrypt prefilled values)

        Hi everyone, I often use Zoho Forms with prefilled URLs to simplify the user experience — for example: https://forms.zohopublic.com/.../form?Name=David&Amount=300 However, the problem is that all prefilled values are visible and editable in the link.
      • Can’t send emails from Zoho CRM after adding a new user — verification codes not received

        Hi everyone, We recently added a new user to our Zoho CRM account and purchased an additional license. Since then, we haven’t been able to send any emails from Zoho CRM. Our Zoho Mail accounts are working perfectly, we can send and receive emails directly
      • CRM for email in Outlook: how to ignore addresses?

        We’re using the "Zoho CRM for email" add-in for Outlook. When opening an email, the add-in displays all email addresses from the message and allows me to add them to the CRM or shows if they’re already contacts. However, sometimes people listed in To
      • Scheduling Calls in CommandCenter / Blueprints

        I would love it if you could add a function to schedule a call in the lead's record for a future date. I know you can add a Task by going to Instant Actions > Task and completing the form: These tasks go into the lead's record under Open Actions. But
      • Workflow Creation with Zia gets stuck

        It gets stuck here:
      • Quickly send emails and sync conversations with custom email addresses in CRM

        Editions: All editions DCs: All DCs Release plan: This enhancement has been released for customers in all DCs except IN and US. We will be enabling it for IN and US DC customers soon. [Update on 22 May 2024] This enhancement has been released for all
      • Zoho製品と生成AIツールの活用について

        いつもありがとうございます。 弊社では、Zoho Oneを契約し、CRMを軸として、見込み客の管理から商談、その後の受注や請求の管理、サポート業務(Desk)、業務データのレポーティング(Analytics)などを行っております。 Zohoサービス自体には、Ziaというツールが搭載されているかと存じますが、それ以外の外部の生成AIツールと連携した活用などもできるのでしょうか?具体的には、CopilotなどがZohoに登録されているデータや情報を見て、対話型で必要なデータを提示してくれたり、商談や蓄積されたメモなどを分析してユーザが知見を得られるような活用ができないか、と考えております。
      • Work with Contacts who use multiple Emails / Manage obsolete Email addresses without loosing Emails in Context

        Hello List Work with Contacts who use multiple Emails Only after 1 week in using Zoho CRM productively we have contacts which randomly use 2 different email addresses. From the concept I've understood that Zoho CRM offers two email fields which are recognized
      • New Field in CRM Product Module Not Visible in Zoho Creator for Mapping

        I created a new single-line field in the Products module in Zoho CRM. Zoho CRM and Zoho Creator are integrated, but the newly created field in CRM is not visible in Zoho Creator when I try to map fields.
      • Send WhatsApp voice messages from Bigin

        Greetings, I hope all of you are doing well. We're happy to announce this enhancement we've made to Bigin. Bigin's WhatsApp integration now supports audio messages, so you can record and send voice messages. This makes it easier to handle customer questions
      • 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
      • I want to subscribe 1 professional user but the email only 250 per day?

        When I subscribe 1 professional user, I am only able to send 250 email per day? So less? Or is it typo, 2500 rather than 250? Any sale agent or friends can clear my doubt? Thank You
      • How to add a % Growth column for year-over-year comparison (2024 vs 2025)

        Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,
      • How do you map a user picklist field to another user picklist field.

        In Zoho Projects, I'm trying to map a custom field (user picklist) in Task Details to a field (user picklist) in the Project Details. How do you get the two to map to each other? This is what I currently have that works for my other fields but doesn't
      • Explore Competitive 3D Scanner Prices at Protomont Technologies

        The genesis of Protomont Technologies emerged from the collaborative efforts of the founders in 2019, both the founders shoulder an enormous experience in the world of 3D Printing. Protomont Technology aims to craft your vision with creativity, empowering
      • New and improved API resources for Zoho Sign Developers

        Hello, Developers community! We know that for you, an API's real value depends on how quickly, easily, and reliably you can integrate the it with your application. That's why we're excited to talk about the recent improvements to our developer resources,
      • stock

        bom/bse : stock details or price =STOCK(C14;"price") not showing issue is #N/A! kindly resolve this problem
      • Project Approval Process Workflow

        Issue: When a new Project is created, there is lack of process/workflow that provides their manager a process to approve or review. Suggestion/Idea: Similar to “Workflow”, we need “Workflow” ability at Project level, where based on the criteria of the
      • Marketing Tip #5: Improve store speed with optimized images

        Slow-loading websites can turn visitors away. One of the biggest culprits? Large, uncompressed images. By optimizing your images, your store loads faster and creates a smoother shopping experience leading to higher sales. It also indirectly improves SEO.
      • Why can I not choose Unearned Revenue as an account on items?

        Hello, I do not understand why we don't have the ability to code an item to unearned revenue. It is not an uncommon situation to have in business. I understand that there is the Retainer invoice as an option, however that doesn't really work for us. Our
      • Form Submission Emails

        Is there a current delay with submission emails being sent? We've had 10-20 forms completed today but only a handful of emails.
      • Rules not working properly

        I created a rule to display certain fields on certain states. But it seems to be not working. It hides the fields even when I selected California, (which is a state that should show the fields when selected)
      • Notebook font size issue

        If I copy something from somewhere and paste it in my notebook, the font size becomes smaller.
      • Sign in process is beyond stupid. I'd rather plug my phone into USB and copy files than sign in to this POS.

        792 clicks and fields to fill in just to get into a 3rd rate app is too stupid for me.
      • Ampersand in URL parameter // EncodeURL does not work

        Hi Zoho, I have a url link with a parameter. The parameter is including ampersand in some cases (Can be "H&M" or "P&I") When trying to use %26 instead of "&"  (the result I get using EncodeURL()) I get H%26M instead of H&M in the parameter field. How can I solve this? Thanks! Ravid
      • how can we create in zoho crm a new contact when the looup does not find a similar existing one

        In forms/integrations/zoho crm / ne w record tab, contact name is to be mapped with my form contact name. When I go in biew edit/lookup configuration, I don t get the options (help dedicated page simply repeat the same info you get in the app) and does
      • Next Page