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

      • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

        Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these
      • CC and/or BCC users in email templates

        I would like the ability to automatically assign a CC and BCC "User (company employee)" into email templates. Specifically, I would like to be able to add the "User who owns the client" as a CC automatically on any interview scheduled or candidate submitted
      • Trying to export a report to Excel via a deluge script

        I have this code from other posts but it gives me an error of improper statement, due to missing ; at end of line or incomplete expression. Tried lots of variations to no avail. openUrl(https://creatorapp.zoho.com/<username>/<app name>/XLSX/#Report:<reportname>,"same
      • Need help to create a attach file api

        https://www.zoho.com/crm/developer/docs/api/v8/upload-attachment.html Please help me to create it... It's not working for while. Do you have some example?
      • Export view via deluge.

        Hi, Is it possible to export a view (as a spreadsheet) via deluge? I would like to be able to export a view as a spreadsheet when a user clicks a button. Thanks     
      • Outdated state in mexico

        Hello Zoho team, the drop down to add the state for customers, when they introduce their state in mexico has a city named “Distrito Federal” that name changed many years ago to “ciudad de mexico”. could you please update this so my clients can find the
      • Possible to generate/download Quote PDF using REST API?

        See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?
      • Creating an invoice to be paid in two installments?

        Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their
      • Bug in allowing the user to buy out of stock items

        Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any
      • Replace Lookup fields ID value with their actual name and adding inormation from subforms

        Hi everyone,  I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below.  To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when giving
      • Can a Zoho Sites page be embedded into another website (outside Zoho)

        Hi All, We have a request from a client - they'd like to take one of our information pages created in Zoho Sites and embed it into their own website? I was told through an email with Zoho that this was possible >>Thank you for your patience regarding
      • Bug in allowing the user to buy out of stock items

        Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any
      • Transition Criteria Appearing on Blueprint Transitions

        On Monday, Sept. 8th, the Transition criteria started appearing on our Blueprints when users hover over a Transition button. See image. We contacted Zoho support because it's confusing our users (there's really no reason for them to see it), but we haven't
      • Zoho CRM Sales Targets for Individual Salespeople

        Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.
      • Transfer all Related Data to new Account Owner

        Currently when I change the account Owner I only see the option to change only the open deals But I want the new account owner to take over all the related modules and all the deal stages Is it not possible right now? Am I missing something? Do I really
      • Can i connect 2 instagram accounts to 1 brand?

        Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?
      • How to Calculate MTTR (Mean Time to Resolve)

        We want to calculate MTTR (Mean Time to Resolve) in our Zoho Analytics report under Tickets. Currently, we are using the following fields: Ticket ID Ticket Created Time Ticket Closed Time Ticket On Hold Time We are planning to calculate MTTR (in days)
      • How to export project tasks, including the comments

        Hi, how can I export the project tasks, whereby I can also see the comments associated to a specific task? The use-case is that often we use comments to discuss or update a task related ideas. I would like to export the tasks, where we can also see the
      • Does Zoho Sheet Supports https://n8n.io ?

        Does Zoho Sheet Supports https://n8n.io ? If not, can we take this as an idea and deploy in future please? Thanks
      • Bigin Android app update: User management

        Hello everyone! In the most recent Bigin Android app update, we have brought in support for the 'Users and Controls' section. You can now manage the users in your organization within the mobile app. There are three tabs in the 'Users and Controls' section:
      • Share records with your customers and let them track their statuses in real time.

        Greetings, I hope everyone is doing well! We're excited to introduce the external sharing feature for pipeline records. This new enhancement enables you to share pipeline records with your customers via a shareable link and thereby track the status of
      • Live webinar: Discover Zoho Show: A complete walkthrough

        Hello everyone, We’re excited to invite you to our upcoming live webinar, Discover Zoho Show: A Complete Walkthrough. Whether you’re just getting started with Show or eager to explore advanced capabilities, this session will show you useful tips and features
      • Deal Stage component/widget/whatever it is... event

        Deal Stages I am trying to access the event and value of this component. I can do it by changing the Stage field but users can also change a Deal Stage via this component and I need to be able to capture both values. Clicking on 'Verbal' for instance,
      • Create advanced slideshows with hybrid reports using Zoho Projects Plus

        Are your quarterly meetings coming up? It’s time to pull up metrics, generate reports, and juggle between slides yet again. While this may be easier for smaller projects, large organizations that run multiple projects may experience the pressure when
      • Add an option to disable ZIA suggestions

        Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflow
      • Email Integration - Zoho CRM - OAuth and IMAP

        Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have
      • Formula field with IF statement based on picklist field and string output to copy/paste in multi-line field via function

        Hello there, I am working on a formula field based on a 3-item picklist field (i.e. *empty value*, 'Progress payment', 'Letter of credit'). Depending on the picked item, the formula field shall give a specific multi-line string (say 'XXX' in case of 'Progress
      • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

        Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
      • Zoho CRMの流入元について

        Zoho CRMとZoho formsを連携し、 formsで作成したフォームをサイトに埋め込み運用中です。 UTMパラメータの取得をformsを行い、Zoho CRMの見込み客タブにカスタム項目で反映される状況になっています。 広告に関してはUTMパラメータで取得できているため問題ないのですが、オーガニック流入でフォーム送信の場合も計測したいです。メールやGoogle、Yahoo、directなどの流入元のチャネルが反映されるようにしたいのですが、どのように設定したら良いでしょうか。 また、
      • Error While Sign in on Zoho Work Drive

        Dear Team, I hope this email finds you well. I have recently created a Zoho account and started using it. But while I am trying to log in to Zoho work drive it won't log me in its crashing every time I try it. I have tried it on android app, phone browser
      • Choosing a portal option and the "Unified customer portal"?

        I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might best
      • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

        Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow
      • Unified Directory : How to Access ?

        I signed in to Zoho One this morning and was met with the pop up about the upgraded directory (yay!) I watched the video and pressed "Get Started" ... and it took me back to the standard interface. How do I actually access the new portal/directory ?
      • Translation support expanded for Modules, Subforms and Related Lists

        Hello Everyone!   The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended
      • Unified task view

        Possible to enable the unified task view in Trident, that is currently available in Mail?
      • Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

        Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass
      • Importing data into Assets

        So we have a module in Zoho CRM called customers equipments. It links to customers modules, accounts (if needed) and products. I made a sample export and created extra fields in zoho fsm assets module. The import fails. Could not find a matching parent
      • Allow instruction field in Job Sheets

        Hello, I would like to know if it is possible to have an instruction field (multi line text) in a job sheet or if there is a workaround to be able to do it. Currently we are pretty limited in terms of fields in job sheets which makes it a bit of a struggle
      • Streamlining Work Order Automation with Zoho Projects, Writer & WorkDrive

        Hello Community, Here is the first post in 'Integration & Automation' Series. Use Case :: Create, Merge, Sign & Store Documents in Zoho WorkDrive. Scenario :: You have a standard Work Order template created in Zoho Writer. When a task status is chosen
      • The dimensions of multilingual power

        Hola, saludos de Zoho Desk. Bonjour, salutations de Zoho Desk. Hallo, Grüße von Zoho Desk. Ciao, saluti da Zoho Desk. Olá, saudações da Zoho Desk. வணக்கம், Zoho Desk இலிருந்து வாழ்த்துகள். 你好,来自 Zoho Desk 的问候。 مرحباً، تحيات من Zoho Desk. नमस्ते, Zoho
      • Next Page