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

      • Zoho Analytics + Facebook Ads: Performance Alerts for Active Campaigns

        Is it possible with integration of Zoho Analytics with Facebook Ads and set up alerts or notifications for active campaigns when performance drops? For example, triggering a notification if CTR goes below a defined threshold or if other key metrics (like

      • Multiple upload field CRM

        I desperately need the functionality to add more than one upload field to web to contacts form. How can I do this?

      • Sort by age

        It would be very helpful if there was a way to sort by age in the Age column. Please add this function if possible. Thanks!

      • Lookup Field Option Not Available in Customization

        Hello, I am trying to customize different modules (e.g., Work Orders, Systems, and others), but I am unable to find the Lookup field option in the layout customization. When I go to: Setup → Customization → Modules and Fields → Add Field The Lookup field

      • Scheduled sending of a poll and its results

        Is there a way to schedule sending a poll to all my users and have the results sent separately to the team?

      • Canvas View bug

        I would like to report a bug. When clone a canvas view from an existing canvas view, if the original canvas view have canvas button with client script. Then the new create canvas view will have canvas button, it is make sense. But when I try to delete

      • Integrating Zoho Suite and apps more with Linux

        I just got introduced with Zoho just couple of months ago, and I've already planned to contribute to it, even though it's not an open-source software. Still I have found it's potential to beat the tech giants and still being respective towards data privacy

      • Store Submitted Forms as PDF

        Hi there, Is there a method to store Form submissions as a PDF in workdrive for archival? I set the form to email the submission to the user and an internal inbox but I'd really love to store the final form as PDF in workdrive automatically. I can't seem

      • System Components menu not available for Tablet to select language

        I have attached a screenshot of my desktop, mobile, and tablet menu builder options. I am using 2 languages in my application. Language Selection is an option under the System Components part of the menu, but only for my desktop and phone(mobile). My

      • Separate Items & Services

        Hi, please separate items and services into different categories. Thank you

      • CRM->INVENTORY, sync products as composite items

        We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,

      • 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

      • What's new in Zoho Sheet: Simplify data entry and collaboration

        Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally

      • Zoho Creator Developer Console | Improved Distribution and Lifecycle Management for apps

        Hello everyone, We're excited to introduce new enhancements now in the Zoho Creator Developer Console. These updates strengthen private app distribution through licensing controls and extend environment support across all installed apps, helping teams

      • [Webinar] Solving business challenges- Handling the challenge of transitioning to Zoho Writer from legacy tools

        Moving to Zoho Writer is a great way to consolidate your business tools and become more agile. With multiple accessibility modes, no-code automation, and extensive integration with business apps and content platforms, Zoho Writer helps solve your organization's

      • Feature Request - Gift Cards or Gift Voucher Capability in Zoho Commerce

        Hi Zoho Commerce team, I'm comming accross more and more retail businesses who sell gift cards. As there is currently no way to manage this in Zoho Commerce, it is a blocker to addoption. This is particularly popular in Europe and North America. I recently

      • Highlight a candidate who is "off limits"

        Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,

      • Closing off tasks automatically based on project status

        Is there a way to close off all open tasks when a project is set as Cancelled?

      • [Free webinar] Understanding connections and datasources in Zoho Creator - Creator Tech Connect

        Hello everyone, We’re excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar featuring in-depth technical sessions designed for developers, administrators,

      • Bridge the Gap Between your Service and Finance Teams

        In field service, the most expensive distance isn’t the drive to a customer’s home—it’s the gap between a finished job and a paid invoice. Zoho FSM leverages the power of Zoho Invoice to handle and manage billing operations. It enables you to: Instantly

      • Direct URL to "View Record"

        I would like to create a button (Deluge Script) to jump to the "view record" without passing by the record menu, but I can not aford to find the right url. I don't want the "view record" as a single page. I want the "view record" in the application like the picture below: Thanks in advance for your help

      • Live Chat for user

        Hi everyone, I’m new to Zoho Creator and wanted to ask if it’s possible to add a live chat option for all logged-in portal users so they can chat internally. I’m trying to create a customer portal similar to a service desk, but for vehicle breakdowns,

      • SalesIQ Chat Owner to CRM Lead Owner Mapping

        There is no proper mapping between the SalesIQ chat owner and the CRM lead owner. When a chat is assigned to an agent, the lead created in CRM is often assigned to a different user, forcing admins to manually change ownership every time. This creates

      • Product line search in quotes

        Is there a way to change the search setting when you add a product line to a quote. We have created a field in products called 'Part Number' and I would like when I'm adding a product line to the quote that I can search on that field. At the moment it only searches on product description. In products I can search on the 'Part Number' field Any help welcome.

      • Storage Limits

        Hello, What is the storage limitations for each user on professional edition?  Thanks, Mekki

      • Zoho Recruit Community Meetup - London 🇬🇧

        Hello Recruiters! We’re excited to announce that the Zoho Recruit team is coming to the UK for an in-person Zoho User Group (ZUG) Meetup in London! This is your chance to connect with fellow Zoho users, learn from experts, and walk away with actionable

      • Power Pivot and Data Modeling functionality in Zoho Sheet

        When will MS Excel functionalities like Power Pivot and Data Modeling functionalities be available in Zoho Sheet?

      • Global Search placement in the new UI

        Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI has

      • What's New - January 2026 | Zoho Backstage

        Welcome to 2026! If you thought last year was big, buckle up. We’re stepping into this year with a singular focus: unimaginable growth, elite scalability, and performance benchmarks that leave the old ways of event management in the rearview mirror. As

      • Cliq on your mobile phone

        Some of the employees in my company get their cliq on their mobile phones but it will not let them answer the call. The employee has to go to their laptop to access it. 

      • Bulk Delete Messages in Cliq

        Isn't it possible to bulk delete messages in Cliq? I have them delivered to me as notifications from another service but most of them need to be deleted as not of value. I get dozens of them per day, and deleting them is already difficult is the "Delete"

      • stock movement report by each transaction for each item

        Dear Sir we are using zoho inventory for foodstuff and we lack the transaction report which clearly shows movement of an item from Opening balance of the month to Goods received in, Supplier return out, Invoice out, Sales return In, Transfer out and Transfer

      • Select the task view on the board in the Zoho Connect iPhone app

        Hello. How do I select the task view on the board in the Zoho Connect iPhone app? The Android app has this functionality.

      • Unable to change Company Logo

        Hi Guys, I have an issue where I've uploaded a Company image in Gif format and the logo has now got a black background whereas the logo is supposed to be black not the background. I didn't think it would be an issue so I created a PNG version to upload

      • Metadata API Access to Functions

        I think it would be incredibly helpful to have api access to every function's code. Our team primarily uses deluge functions to update fields across modules according to business logic. I would like to create a visual dependancy model for our CRM, but

      • Historical Sales Info - Blend with Finance Invoice Line Items, Access in CRM and Desk

        My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usually

      • Introducing Record Category in CRM: Group options to see record status at a glance.

        Release update: Currently available for CN, JP, and AU, CA, Sa, and UAE DCs (all editions); EU, US, and IN (Standard and Professional editions). It will be made available to other DCs by mid-March. Hello everyone, We are pleased to introduce Record Category

      • Service disruption in Zoho Cliq (EU Region) – February 9, 2026

        Hello everyone, We’d like to inform you about a brief service disruption that affected Zoho Cliq users in the EU region earlier today. The issue has been resolved, and all services are now operating normally. Summary On February 9, 2026, Zoho Cliq experienced

      • Spotlight series #26 - Build slides with visual clarity using Diagram

        Hello all! The feature in the spotlight this month is Diagram. Let's say you are a part of a project kickoff meeting and your teammate starts explaining the project life cycle like this: "First we ideate, then we create an initial prototype and share

      • Client scripts for Zoho Books ?

        Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having function

      • Next Page