Zoho Developer Community Monthly Digest - January 2024

Zoho Developer Community Monthly Digest - January 2024



Hello everyone!

Welcome to the latest edition of the Zoho Developer Community Digest. As we begin the year with renewed vigor, we're thrilled to present a roundup of engaging discussions, valuable resources, and noteworthy community highlights from January. Dive in to stay updated on the latest developments in Zoho and join us in fostering collaboration within the developer community.

Upcoming Events

  1. Zoho Developer Hangout 13: Zoho CRM offers flexibility for businesses to tailor it precisely according to their unique requirements. However, even the best suits may need a few extra accessories. That's where Zoho Creator steps in. When integrated with Zoho CRM, it extends the platform's capabilities, allowing you to build custom applications, forms, and views, transforming them into custom tabs within the CRM interface. Think of it as the stylish pocket square that completes the look. In this session, our MVP @Anonymous User, will provide an introduction to Deluge scripting and its role in creating integrations between Zoho Creator and Zoho CRM. He will delve into the intricacies of fetching records from Creator within CRM and vice versa, as well as creating and updating records in both platforms. Click here for registration.

  2. Zoho Developer Community Bootcamp (In-Person): This has been long overdue! We're hosting our first-ever in-person developer meetup, and we're doing it right here in our home base. If you're in Chennai, you're in for a special treat. The bootcamp is designed to empower developers of all skill levels, guiding them to learn and create extensions for Zoho products. Participants also have the opportunity to potentially monetize their creations by listing them on the Zoho Marketplace. Registration and more details here.

  3. Creator Learning Table Series: 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, 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 Agriculture Industry was a success, and during the upcoming session, we'll be exploring Creator for the Real Estate Industry.

    Title: Creator For Real Estate Industry
    Date: March 7, 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

  4. Creator Tech Connect: 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. We are planning to conduct a three-month series on Custom widgets: Extension in Zoho Creator and its development process. While the first session of the series focused on developing widgets with JS API in Zoho Creator, the upcoming session will be about using Widgets from Zoho Marketplace as Extensions in Zoho Creator.

    Title: Developing Widgets in Zoho Creator
    Date: February 15, 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

  5. Application Development Bootcamp: Application Development Bootcamp is a three-day webinar on Zoho Creator features and the application-building process. During these sessions, users get to learn how to turn their ideas into fully functional applications through live sessions and exercises. The webinars, each lasting an hour, cover sessions on ideating, structuring, developing, and managing solutions in Zoho Creator.

    Title: Application Development Bootcamp 1.0
    Date:  March 19, 20, and 21, 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

  6. Catalyst Webinar: Turn Ideas into Modern Apps with Ease using Catalyst AppSail
    Catalyst AppSail is a highly scalable platform that allows you to quickly build apps using popular programming languages such as Java, Node.js, or Python, and your favorite frameworks like Spring, SpringBoot, Flutter, Angular, Django, Flask, and many more. Tune into our webinar to gain insights on using AppSail from our in-house industry experts. Registration and more details yet.
Having hosted many meetups and events in the past, we've witnessed the value of networking, shared learning, and collaboration among the developer community members. As we look forward to 2024, an exclusive series of events is on the horizon, and we invite developers from all corners to join us. Embrace the community experience with Zoho, and let's make the most of these opportunities together. Take a moment to review the details of each event listed in this forum post and complete the form by indicating your preferred events. Feel free to select all that pique your interest – there's no need to hold back; we'll ensure you receive the invitations accordingly.

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

  • When @Federico needed help with dynamically adjusting a webhook to distinguish calls from production and sandbox environments, @Hugh Marshall and @Ishwarya SG offered three methods to accomplish this task in this discussion. 
  • When @Scholfield's code logic didn't meet his requirements of identifying accounts in Zoho CRM without any scheduled calls or calls altogether, @Ishwarya SG stepped in with a solution, offering advice on scaling it and providing a code snippet for implementation.
  • @Federico sought help in the community forum to add a "Ask for a quote" button to the Deals Detail page that opens a form to collect data. @Haiku technical support stepped in and suggested the best ways to implement this scenario effectively. Check out the conversation here.
  • Check out the code snippet shared by @Pheranda Nongpiur to fetch values from a Subform in one module and display those values for comparison in another module in Zoho CRM. 
  • Do you want to get the ID of a CRM record created using Client Script? Then this post is for you. When @Serge Piskarev was finding it difficult, @Maadhari M provided guidance with creating a record successfully and getting the ID. She also went the extra mile and suggested @Serge to use ZDK.Apps.CRM.Contacts.Models.Contacts() model, as it has more extensive features.

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.

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 sixth ZDH presenter, @Anonymous User. 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 features in the upcoming month's digest. Wishing you an amazing month ahead!

SEE ALSO

      • Recent Topics

      • Automatically Add Recurring Zoho Meeting Events to Zoho Calendar / Zoho Meeting Calendar

        Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement regarding recurring meetings created inside Zoho Meeting. At the moment, when we schedule a recurring meeting in Zoho Meeting, it does not appear in Zoho Calendar

      • Credit Management: #6 Tackling Common Mistakes in Credit Based Billing

        Businesses extend credit to build relationships, make buying easy, and drive more sales. But somewhere between extending and collecting, things begin to slip. A few late payments here and there, an overlooked invoice, and a backlog make cash flow feel

      • Tasks Statuses

        Hi, The task status "Completed" is a final status which closes the task. We need to have a status "Cancelled". However, when the status is set to "Cancelled", the task prompt still has a blue button to Close Task. When the customer clicks that and closes

      • Updating Blueprint stage from my Deluge function

        Hi all, I need to update the blueprint stage. Its almost working, but ONLY if the current Deal stage is 'Closed Lost'. On any of my custom stages that Ive specified in the pipeline it doesnt work! My code: dealmap = Map(); deal_stage = deal.get("Stage");

      • Canvas: is it possible to have a fixed header?

        Hello. Does Canvas provide the option to have a fixed header, similar to the standard view? It would also be interesting for other parts of the interface, like the header or sidebar of the tab section. Thanks!

      • Replacing email ID,

        In zoho sheets If I am sending it as an email attachments can I replace sender email ID from notifications to my email ID.

      • Limited layout rules in a module

        There is a limit of 10 layout rules per module. Is there a way to get that functionality through different customization or workflow + custom function (easily accessible), etc. Having just 10 is limiting especially if module contains a lot of data. Are

      • Introducing Lead Capture: Empower exhibitors to capture leads effortlessly

        Events provide a great opportunity for exhibitors to generate awareness and engage with potential customers. Efficiently distributing attendee information to exhibitors through a seamless and secure way is of paramount importance. Introducing Lead Capture

      • dealing with post dated cheques

        Hi, can you help me please the best way to deal with this We sell an item of three months duration that is paid for with post dated cheques in monthly stages example - item is sold £3000 Cheque 1 is for £1000 due at time of sale (say Sept) cheque 2 is dated 25th of next month (Oct) cheque 3 is dated 25th of next month +1 (Nov) Now, with invoice number one it's simple - i send a standard invoice as usual But with the other two here's what i want zoho to do next month i want it to send an invoice on

      • Using Contains as a filter

        We are using Zoho Reports, ServiceDesk Plus analytics. I do not see how to create a report filter using Contains comparison of a string values, is one string contained in another. For example, Task Title contains the word Monitor. Is this possible in Zoho Reports?  This reporting feature is available in SDP reporting. Thanks in advance, Craig Rice

      • Mass import of documents into Zoho Writer

        I'm using Google's word processor at the moment but feel that Zoho does a better job (on the online apps market). Iwant to move my documents (about 50-70) to Zoho but it seems to me that I have to import them seperately. Is it already possible to upload several documents at a time or is this a forthcoming feature? Cheers Rolli :?:

      • Set off Unearned Revenue

        Hi, I would like to get a clarification on the below. I have an opening balance of BD.725/- in my Unearned Revenue A/c which includes the overpayments of 6 clients. No One of my clients settled his invoices by paying the value of the invoice less the

      • How Zoho Desk contributes to the art of savings

        Remember the first time your grandmother gave you cash for a birthday or New Year's gift, Christmas gift, or any special day? You probably tucked that money safely into a piggy bank, waiting for the day you could buy something precious or something you

      • 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

      • Installing EMAIL Setup in New Domain

        Respected Support team, I'm facing an issue with cloudflare in Pakistan, I want to setup Zoho Mail Setup but I Don't know how to enable Zoho mail setup without cloudflare. My Website https://stumbleguyzzapk.com/, https://fakservices.com/ is using CF,

      • Fill Colors

        Hello, Just curious, is it possible to manage the Used and standard colors in the fill drop down menu ? I would like to change/edit them is possible to colors I frequently use. Thanks for you reply, Bruce

      • When moments in customer support get "spooky"

        It’s Halloween again! Halloween is celebrated with spooky symbols and meanings based on history and traditions, with each region adding its own special touch. While we were kids, we would dress up in costumes along with friends, attend parties, and enjoy

      • How can I delete duplicate transactions?

        I want to delete the duplicates not simply exclude them. I have duplicates, because I had automatic bank feeds turned on (had to make sure this critical functionality was working before migrating to Zoho). Now when I import my csv's exported from Wave,

      • Python - code studio

        Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already

      • Multiple email addresses

        Multiple email addresses: I understand there is the ability to add an additional email field to a contact, but the functionality here needs to be drastically revised. Currently, this second email address does not log under the contact email history, nor is it available as a send address when using the Send Mail button within CRM. We recently migrated from GoldMine. I hate GoldMine, but there is one thing they did well: Email. I suggest copying them. Change the email field to an editable picklist,

      • ViewID and Zoho Desk API

        I'm looking at the documentation for Listing contacts and it looks like you can filter by ViewID. I assume this is views created in a department or all departments. Is this correct? And if so, how do I find the ViewID for that view? EDIT: I see the view

      • Ability to Link Reported Issues from Zoho Desk to Specific Tasks or Subtasks in Zoho Projects

        Hi Zoho Desk Team, Hope you're doing well. When reporting a bug from Zoho Desk to Zoho Projects, we’ve noticed that it’s currently not possible to select an existing task or subtask to associate the issue with. However, when working directly inside Zoho

      • Print Tickets

        We have field engineers who visit customers. We would like the option to print a job sheet with full details of the job and account/contact details.

      • Zoho Desk integration with Power BI

        Hi, I want to be able to create a Power BI report which has live updates of ticket data from zoho desk, is this possile at all? Thanks Jack

      • Ability to Attach Images When Reporting Issues to Zoho Projects from Zoho Desk

        Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to report bugs directly from support tickets into the Zoho Projects issue tracker. This integration is extremely useful and helps us maintain smooth coordination

      • Ability to Choose Task List and Add Subtasks When Creating Tasks from Zoho Desk

        Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to seamlessly connect customer tickets with project tasks. While the integration works great overall, we noticed two important limitations that affect our workflow

      • Sync Task Status from Zoho Projects to Zoho Desk

        Hi Zoho Desk Team, Hope you’re doing well. We’re actively using the Zoho Desk–Zoho Projects integration, which helps our support and project teams stay aligned. However, we noticed that when we change a task’s status in Zoho Projects, the change is not

      • Default/Private Departments in Zoho Desk

        1) How does one configure a department to be private? 2) Also, how does one change the default department? 1) On the list of my company's Zoho Departments, I see that we have a default department, but I am unable to choose which department should be default. 2) From the Zoho documentation I see that in order to create a private department, one should uncheck "Display in customer portal" on the Add Department screen. However, is there a way to change this setting after the department has been created?

      • Zoho CRM IP Addresses to Whitelist

        We were told to whitelist IP addresses from Zoho CRM.  (CRM, not Zoho Mail.) What is the current list of IP Addresses to whitelist for outbound mail? Is there a website where these IP addresses are published and updated?  Everything I could find is over

      • Color of Text Box Changes

        Sometimes I find the color of text boxes changed to a different color. This seems to happen when I reopen the same slide deck later. In the image that I am attaching, you see that the colors of the whole "virus," the "irology" part of "virology," and

      • The difference between Zoho Marketing Automation and Zoho Campaigns

        Greetings Marketers! This post aims to differentiate between Zoho Marketing Automation and Zoho Campaigns. By the time you get to the end of the post, you will be able to choose a product that objectively suits you. What is Zoho Marketing Automation?

      • How to use Rollup Summary in a Formula Field?

        I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible

      • Zoho Mail Android app update - View emails shared via Permalink on the app.

        Hello everyone! In the latest version(v2.8.2) of the Zoho Mail Android app update, we have brought in support to access the emails shared via permalink within the app. Earlier, when you click the permalink of an email, you'll be redirected to a mobile

      • Let us view and export the full price books data from CRM

        I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for

      • Weekly Tips: Manage External Images in Zoho Mail

        When you receive emails every day, whether from clients, newsletters, or services, many of them contain external images that automatically load when you open the message. While this can make emails look more engaging, it can also impact your privacy and

      • 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.

      • Introducing Record Summary: smarter insights at your fingertips

        Hello everyone, We’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia to simplify how you interact with your CRM data, providing a seamless, consolidated view of critical record information. Scrolling through the

      • Account in Quick View Filter

        I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes any

      • Unable to confirm Super Admin assignment — confirmation button not working

        I’m trying to change the roles within my organization. I am currently a super admin and would like to add another user as a super admin. When I attempt to confirm the action, a screen appears asking for my password to verify my identity. However, when

      • Delegates should be able to delete expenses

        I understand the data integrity of this request. It would be nice if there was a toggle switch in the Policy setting that would allow a delegate to delete expenses from their managers account. Some managers here never touch their expense reports, and

      • Next Page