Zoho Developer Community Monthly Digest - November 2024

Zoho Developer Community Monthly Digest - November 2024



Hello everyone!

Welcome back to the November edition of the Developer Community Monthly Digest. Dive in to explore the upcoming events, hands-on training sessions, exciting product updates, insightful discussions, and more to keep you informed and inspired!

Upcoming Events

Creator Tech Connect

Title: Creator Tech Connect – Product Release Updates.
Date: December 12, 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

Creator's tech connect series would comprise 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. The previous session focused on directory stores and device management in Zoho Creator using Zoho Directory and in the upcoming session, we will explore some of the key product release updates in Zoho Creator.

Zoho Flow

This 3-day training includes an introductory session on Zoho Flow followed by an exclusive online training.
 
Title: Get to know Zoho Flow
Date: December 10, 2024
APAC & EMEA: 3 PM to 4 PM IST – Registration Link
Americas: 9 PM to 10 PM IST – Registration Link

In this one-hour session, we'll guide you through the different features of Zoho Flow and show you how they can be used in various industry-specific scenarios. We'll also provide a live demonstration on how to manage and configure your flows effectively and address any questions you may have regarding Zoho Flow.
 
Title: Zoho Flow training: Mastering integration workflows
Date: December 11-12, 2024
Duration: 2 Hours per day
APAC &EMEA: 3 PM to 5 PM IST – Registration Link
Americas: 9 PM to 11 PM IST – Registration Link

In this exclusive two-day training, you'll learn how Zoho Flow can transform your business by integrating with multiple applications to enhance productivity. Over the course of these sessions, you'll experience live demonstrations where we'll build customized integration flows tailored to meet specific business needs, highlighting the full power and flexibility of Zoho Flow in real-time. Don’t miss out on this chance to gain valuable insights and practical skills!

Catalyst Webinar

We are excited to invite you to our upcoming webinar showcasing two powerful new features in early access: Pipelines and Job Scheduling. As a valued participant who has previously engaged with our early access features, your insights and feedback are incredibly important to us. In the upcoming webinars, we will delve into the functionalities of Pipelines and Job Scheduling, designed to enhance your software development lifecycle:

Pipelines: Discover how to create and manage customizable sequences of stages—from compiling code to deploying applications—using our intuitive Catalyst console. Learn about integrating with version control systems like GitLab, GitHub, and Bitbucket, and explore the YAML configuration options that allow you to tailor your pipeline to meet specific needs.

The webinar shall be conducted at the times mentioned below, you can join at your convenience:
Time Slot 1 – 11 Dec 2024 – 10 AM Indian Standard Time (GMT + 05:30)
Time Slot 2 – 12 Dec 2024 – 10:00 AM US Central Time (GMT - 05:00)
Job Scheduling: Uncover the components that enable you to create jobs and job pools, executing them seamlessly to trigger Job Functions, Circuits, Webhooks, and AppSail services. We will also demonstrate how to configure cron jobs for efficient scheduling directly through the console or via code.

The webinar shall be conducted at the times mentioned below, you can join at your convenience:
Time Slot 1 – 16 Dec 2024 – 10 AM Indian Standard Time (GMT + 05:30)
Time Slot 2 – 17 Dec 2024 – 10:00 AM US Central Time (GMT - 05:00)

This is a fantastic opportunity to gain hands-on knowledge about these features and ask any questions you may have.

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 Queries in Zoho CRM: We are thrilled to announce Queries, a powerful feature that allows you to dynamically retrieve data from Zoho CRM as well as third-party services directly within our platform. With Queries, you can streamline your workflow, gain deeper insights, and make data-driven decisions without leaving the product. leverage the power of data retrieval using REST API and COQL, along with schema management, serialization of responses, and other functionalities in data handling. Refer to our help documentation to learn more.
    • SDKs:
      • Upgraded Java SDK supporting V7 APIs to version 5.0.0
      •  Upgraded PHP SDK supporting V6 APIs to version 7.0.0

    • Kaizen Posts:
      • Kaizen 162 – Explore how to add tags and open pre-filled email drafts via client scripts
      • Kaizen 163 – Learn about the significance, types, and practical uses of Extension Widgets in Zoho CRM.

      • Kaizen 164 – Learn about the Client Credentials Flow in OAuth2.0 and when you can use it.

      • Kaizen 165 – Learn how to call Zoho CRM APIs using Client Script

      • Kaizen 166 – Learn how to handle variables in Zoho CRM Queries and associate it in Kiosk to dynamically retrieve data.

  • Zoho Creator Webinars: Get access to the previous Zoho Creator Session recordings from Youtube & Zoho Creator Studio below:
  • Zoho Cliq 6.0: Meet Cliq's newest upgrades: bot calls, schedulers, and charts and graphs. Each addition is designed to give you a better way to access data with the help of automation. Learn more.

  • Generative AI for Customer Experience: Generative AI is transforming the way businesses connect with their customers, yet amidst all the hype, it’s easy to miss how this cutting-edge technology is reshaping customer experiences. Curious about what the excitement is all about? Dive into this blog to find out!

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.
  • To quote our community member @Emuobosa, "After years of building solutions, some challenges come to humble you." He faced a relatively simple but hard-to-spot issue when integrating Zoho Writer with Zoho Sign. Thankfully, a second set of eyes—@Venessa's—another community member, helped track down the issue and got his code working! Take a look at the conversation here.
  • Sometimes, one might get the code to work successfully, but the end result may not be what was expected. @Emuobosa, from the previous conversation, faced a similar dilemma where the result of his successful API calls weren't working. Again, another group of community members come to his rescue and help solve the issue. Check out that conversation here!
  • This next conversation is a classic example of members of the community joining forces to help squash a pesky bug in Deluge code. Take a look at it here.

Community Spotlight

Cliq Contributors

Here are our top contributors who have gone the extra mile to support and assist the 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. 

Make sure to follow the digest each 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 an amazing month ahead!

Oh, you've made it all the way here? We’re flattered! We know that this edition is a little lighter than usual—looks like everyone is in full holiday mode, leaving us to hold down the fort ;) Don’t worry, though; we’ll be back next month with even more exciting updates, events, and spotlights to kickstart the new year. Until then, happy holidays and see you in the next one!


SEE ALSO

      • Recent Topics

      • Auto shapes in Zoho sheet.

        Does Zoho sheet supports inserting auto shapes (rectangle, circle...). I did not see any option to do so.  If its not supported currently, is there any plans on bring in this features. Any timelines ?
      • I Can't Clone Webinar that I Co-Organize

        How do i get our account admin to give me permission to clone our webinars? I am a co-organizer
      • I want to Make the due date of the project appears automatically

        hello everyone I want to know if the zoho projects app can add automatically the END DATE of the project I added the duration, start after dates of each tasks in the project template & the starting date of the project itself and the end date of it doesn't
      • Introducing Profile Summary: Faster Candidate Insights with Zia

        We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring
      • How to get the call recording external ID via desk API

        I have enabled phonbridge integration with Zoom Call. I am trying to access the call recording in Zoom by calling Zoom API. I have built a Desk workflow to trigger on a new call, to call a custom function. when calling the API, the response doesn't contain
      • Can't View Project Names in Mobile App

        I can't view project names on PO's in the app, nor can I add that as a viewable PDF field in inventory on the computer. I've attached screenshots showing that in the mobile version whether you are on the PO, editing the PO, or viewing the PO line items,
      • How do you print a refund check to customer?

        Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.
      • Notebook

        I have purchased the monthly pro subscription of Notebook. But it does not support my XP-Pen to write something in it. So it is not useful to me. Hence I am requesting you to help me to discontinue this subscription.
      • Domain Mapping & Image Publishing Issues on Zoho Sites

        Hello, I am facing two issues with my Zoho Sites account: 1. Images not visible after publishing. 2. Domain mapping error: "Domain already exists". I am a paid customer. Please connect me with Live Chat Support or Zoho Assist so I can show my issue
      • Prevent duplicate with custom fields?

        I was wondering something about custom field/custom modules in Zoho Desk. For some reason you can make a custom field mandatory but not unique? For example, if I create a custom module to manage equipment and renewal and make a field serial number no
      • Round robin

        Hi, I'm trying to set up a round robin to automatically distribute tickets between agents in my team but only those tickets that are not otherwise distributed by other workflows or direct assignments. Is that possible and if so which criteria should I
      • "Is Zoho CRM customer" vs "Is linked with Zoho CRM"

        Recently while building a Flow, I was setting up a Decision action following a Zoho Invoice Fetch record action. There were 2 choices that I had not seen as something I could manually action in Zoho Invoice: "Is Zoho CRM customer" and "Is linked with
      • 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
      • Automatic Matching from Bank Statements / Feeds

        Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
      • Generate leads from instagram

        hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead
      • Where is the desktop app for Zoho Projects???

        As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where
      • How to Automate Monthly PDF Reports with Filters in Zoho Creator

        Hi everyone, I’m trying to build an automated monthly reporting process in Zoho Creator and would appreciate suggestions or best practices from anyone who has done something similar. What I’m trying to do: I have a form called New_Customer with fields
      • Feedback: Streamlining Note Management in Zoho Notebook

        Dear Team/Support, I would like to share some feedback regarding the note management system that could help improve usability and accessibility for users like myself. Notebook 1 (screenshot attached): Currently, the system does not allow selecting and
      • showing Limit exceeded

        Good afternoon...trust you're good. I've been having issues working with but it's not responding. it's showing Limit exceeded, sorry it seems like too many people are working on the sheet right now please try again later. meanwhile no one is working on
      • Converting Sales Order to Invoice via API; Problem with decimal places tax

        We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed in
      • Sorting columns in Zoho Projects

        Hi, In project management best practice, sorting columns (ascending, descending) is an important tool. Sorting dates to see the order of tasks starting, sorting on priority or even on planned hours is a must for an efficient project control. Currently,
      • Business Continuity - Disaster Recovery

        I know about the Zoho CRM backup .zip files, however, this doesn't include any of the infrastructure with like custom fields or custom modules. I am curious on what everyone has in place for a true backup or what your plan is if your Zoho instance were
      • Upload API

        I'm trying to use the Upload API to upload some images and attach them to comments (https://desk.zoho.com/DeskAPIDocument#Uploads#Uploads_Uploadfile) - however I can only ever get a 401 or bad request back. I'm using an OAuth token with the Desk.tickets.ALL
      • Losing description after merging tickets

        Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.
      • update linked contacts when update happens in account

        Hi, I have a custom field called Licence in the Accounts module. When someone buys a licence, I’d like to update a custom field in the related Contacts. How can I achieve this? I noticed that workflows triggered on Accounts only allow me to update fields
      • Problem Management Module

        I am looking for a Problem Management module within Zoho Desk. I saw in some training videos that this is available, and some even provided an annual price for it. I want an official confirmation on whether this is indeed available. This is not a particularly
      • Unable to explore desk.zoho.com

        Greetings, I have an account with zoho which already has a survey subscription. I would like to explore desk.zoho.com, but when I visit it while logged in (https://desk.zoho.com/agent?action=CreatePortal) I just get a blank page. I have tried different
      • Offline support for mobile app

        Accessing your files and folders from your mobile devices is now quicker and simpler, thanks to the power of offline support. Whether on an Android or iOS device, you can use the Offline function to save files and folders, so you can review them even
      • Zoho Desk KB article embedded on another site.

        We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to
      • Transitioning to API Credits in Zoho Desk

        At Zoho Desk, we’re always looking for ways to help keep your business operations running smoothly. This includes empowering teams that rely on APIs for essential integrations, functions and extensions. We’ve reimagined how API usage is measured to give
      • List of packaged components and if they are upgradable

        Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?
      • Does Attari Messaging app have Bot option and APIB

        Hi, Does Attari also have Bot and API as we use in WhatsApp??
      • How to add application logo

        I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writing
      • Introducing Keyboard Shortcuts for Zoho CRM

        Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules
      • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

        Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
      • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

        Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use
      • Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider

        I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's
      • Zoho Analytics Regex Support

        When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.
      • Change of Blog Author

        Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan
      • Show Attachments in the customer portal

        Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.
      • Next Page