Zoho Developer Community Monthly Digest

Zoho Developer Community Monthly Digest



Hello everyone!

Welcome to our inaugural edition of the monthly Zoho Developer Community digest. Each month, we curate the best community discussions, share helpful resources, and keep you informed about upcoming events. We hope you find this post valuable and enjoy reading it.

Table of Contents

Upcoming Events

Recent Highlights

Community Discussions

Feature Spotlight

Community Spotlight

Upcoming Events

We have some exciting events lined up for you in the coming weeks:
  1. Zobot 101: In this five-part online webinar series that started on August 24, learn all about Zobot – Zoho SalesIQ's AI-powered chatbot builder platform – and explore the ways to leverage its capabilities effectively. For registration and more details, click here.
  2. Zoho Developer Hangout 8: Our developer community member, Jayesh – Founder and CEO of Incquet Solutions – will share his take on the great possibilities of JavaScript widgets in Zoho Creator on August 29. He will also showcase some use cases he has developed with his team, such as ChatGPT-based voice assistants, real-time POS systems, and IoT applications and more. Click here for registration.
  3. Zoho Creator Developers Meetup: A great opportunity for the developer folks in and around Chennai to participate in a meetup focused on Zoho Creator and also celebrate Developers' day with Zoho on September 12. For registration and more details, click here.

Recent Highlights 

The best part about last month was a captivating presentation by Dr. Joseph Sweeney on "Infusing AI into Zoho CRM." If you couldn't attend the live session, don't worry! You can catch the recording of the presentation here . We promise it will be worth your time.

Community Discussions

Our community is thriving with insightful discussions and helpful exchanges. Read through some of the most engaging discussions that took place last month. It's the perfect way to stay updated and learn from fellow developers.

Zoho Developer Forum 

  • Want to know how to access subform data to get and/or update a list of line items using Client Script? Check out this post for the technical know-how and a sample code.
  • Check out this announcement to explore the great features and enhancements of Zoho CRM's V5 APIs.
  • Have a look at the suggestion given by @Anonymous User on the possibility of setting a custom mandatory field on schema level for REST API operations in Zoho CRM.
  • Check out how @Anonymous User and others got their Relation name issue with getRelatedRecords resolved with the community's help.

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 Cliq channel.
  • Have you ever wondered how to integrate WhatsApp with Zoho Creator? Explore the numerous options suggested by our community members in this discussion .
  • Read this conversation to learn how to process JSON data received from an AWS Lambda function within a Deluge function that has been turned into a REST API.
  • Curious to know how to create layout rule for fields from two modules? Then, this conversation is for you.
  • Looking for a way to add extra lookup fields in CRM? Go through this discussion to find out.
  • Explore how to get CRM user data using an integration task here.
  • This conversation helps you learn the process of attaching a file stored in the Workdrive while sending an email by Deluge.

Feature Spotlight

We are always looking for ways to make developers' life easier, and that's why we're glad to bring you the Kaizen (continuous improvement) series. The posts under five different streams such as API v2.0, Functions, SDK, Mobile Development, and Widgets, target to benefit the CRM developers. Based on your area of expertise, you can follow the stream of your choice in the CRM forum. Check out the latest post, and learn how you can render Widgets using Client Script. 

Community Spotlight

A community is nothing without its extraordinary members, and we are thankful to all the outstanding contributors. 

Zoho Developer Hangout (ZDH) Speakers

ZDH aims to provide a platform for developers to share their expertise and learn from the community. These monthly virtual sessions are presented by our Developer Community members themselves, along with our product experts. This format offers community members a chance to engage in interactive discussions, share their own experiences, and gain valuable insights into innovative problem-solving strategies employed by their peers.

We are grateful for the contributions of the presenters in making the ZDH segment a big success among the community members. By sharing their knowledge and expertise with the community, they have significantly expedited learning and facilitated avenues for aspiring developers to explore creative solutions. 

Each month, we will showcase the work of early enablers. This month, we would like to start with our first ZDH presenter, Jorge Alonso. Check out this post to know what he had to share 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 discussions. Here are our top three contributors who went above and beyond to support and help the Zoho Developer Community on the official community chat channel:



To all our other community contributors, thank you! Your time, effort, and expertise are invaluable to us. Your contributions make our community more vibrant, helpful, and dynamic. Keep up the great work, and know that you are making a difference!

For those who are new to the Zoho Developers Community, check out this post to get started. 

Stay connected, keep learning, and let's build a thriving Zoho developer ecosystem together.

Happy networking!

Best regards,
Zoho Developer Community


      • Recent Topics

      • i cannot use <b></b> to bold the message in Creator C6!!!!???What?

        Dear experts and friends, Now Creator 6 blocking us from using <b></b> Anyone facing this issue? I faced it on Creator C6 Previously, it used to work. Now failed to work. Faint~ Seek guidance from everyone on how to bold the message. The super simple

      • Knowledge base: The nitty-gritty of SEO tags

        A well-optimized knowledge base with great SEO can benefit your company by allowing customers to find help articles and support resources using search engines. This enables customers to quickly and efficiently find the information they need without direct

      • 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.

      • Next Page