Zoho Developer Community Monthly Digest - April 2024

Zoho Developer Community Monthly Digest - April 2024



Hello everyone,

April was an action-packed month for the Zoho Developer Community! From insightful sessions on strategic software development to the conclusion of the exciting bootcamps in India, there's plenty to catch up on. Explore upcoming events, valuable resources, and engaging community discussions in this month's digest. Dive in for a dose of inspiration and stay connected with the latest updates!

April Highlights

Zoho Developer Hangout 15

This session was all about exploring how to strategically develop software that drives business growth. @David Afolabi–Group Program Manager, Systems, Analytics & Solutions Architecture/Engineering, Boost Media Group—gave practical insights into value chain architecture and learn how to align your solutions with evolving business processes. Watch the recording of this session here.

Extensions - India Bootcamps

We wrapped up the Zoho Developer Community Bootcamps in India! The bootcamps were all about building connections, getting expert tips from Zoho pros, and feeling the power of the community. Big thanks to the Zoho experts who shared their knowledge and to everyone who participated. This is just the beginning – stay tuned for even more opportunities to learn, connect, and collaborate in the next round of bootcamps! Here's a small recap from the Chennai bootcamp.

Upcoming Events

Note: To stay on top of the upcoming developer community events, keep an eye on this page.
  1. Zoho Extensions 101 – Extensions for Zoho Finance Suite: This series offers a comprehensive exploration of developing extensions and widgets for the Zoho Finance suite. Did you know that we have a dedicated portal in Sigma with which you can create extensions for a range of applications in the Zoho Finance Suite, including Zoho Books, Zoho Billing, Zoho Expense, Zoho Inventory, and Zoho Invoice? Starting with an introduction to Sigma and the Zoho Books platform, subsequent sessions cover creating extensions, testing, publishing, and listing apps in the Zoho Marketplace. Registration and more details here.

  2. Zoho QEngine 101: This series aims to enable attendees to create test cases from scratch, manage them under modules, and execute them for three different platforms—web, mobile, and API—using Zoho QEngine. With three sessions already completed, our focus will now shift to Mobile testing in the upcoming session slated for June 6. Register here.

  3. eSignatures with Zoho Sign: Discover how to create legally binding documents and seamlessly integrate Zoho Sign into your website or mobile application using Zoho Sign APIs and SDKs. Join us on May 16 to learn the importance of integrating a digital signature solution into your website, get a product walkthrough of Zoho Sign, and gain insights into utilizing Zoho Sign's APIs effectively. Register here.

  4. Zoho CRM APIs: In this series, you will learn about OAuth2.0 authorization used by Zoho CRM APIs, CRUD operations for retrieving, creating, updating, and deleting records, efficient search/query methods, data synchronization techniques for consistency across platforms, and working with SDKs for seamless integration of Zoho CRM functionality into applications. Check out part 2 of this series where we discussed Python SDK and the API credit system. In the upcoming session on May 29, we'll be covering Search API & COQL API. Register here.

  5. Zoho Apptics 101: In this series starting June 11, we’ll dive deep into every aspect of application analytics to help you understand how Zoho Apptics aids in measuring important KPIs that reflect your app's performance, growth, and engagement. Click here to register.

  6. Learning Table SeriesWe 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 Education Industry was a success, and during the upcoming session, we'll be exploring Creator for the Manufacturing Industry.

    Title: Creator For the Manufacturing Industry
    Date: June 6, 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


  7. Creator Tech ConnectCreator'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 conducting a three-month series on mobile applications in Zoho Creator. The recent session of the series focused on rebranding mobile applications in Zoho Creator, while the upcoming session in the series will be about Mobile SDK in Zoho Creator.

    Title: Mobile SDK in Zoho Creator
    Date: June 13, 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

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

  • This post is a goldmine for anyone working with Deluge scripting! @Rodger shares a struggle many face (confusing variable names) and nailed down a simple yet effective naming convention for variables and objects, making scripts way easier to read and manage. It's clear he's put a lot of thought into this, and kudos to him for generously passing on the knowledge.
  • Stuck with duplicate leads due to address variations in Zoho CRM? This community forum thread can help!
  • Look no further than this forum discussion if you're grappling with generating invoices from quotes in Zoho CRM, particularly with custom fields and API restrictions. Check out the code snippet shared by our MVP @Bhoomi to assist @Lili.
  • @Jean wants to nudge employees to fill a non-mandatory field in Zoho CRM. Our MVP @Hugh steps in with a clever client script that triggers a pop-up reminder upon saving. As @Jean digs deeper with follow-up questions, the conversation evolves with @Javier and @Subhash joining the mix to explore advanced options. Check it out here.

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.
  • A little delay is needed at times, only when it's a part of the code! @Labiol needed help with hard-coding a delay in his Deluge code, and thankfully, there was no delay in @Richard and @Mike coming to his aid with an effective, documented solution. Check it out here.
  • Sometimes the answer is right under the nose! @Eric Chrobak faced an issue spanning various Zoho Products, which required work with SQL, and @Ed jumped in with the simplest solution one can imagine. Check it out for yourself here!
  • They say there's more than one way to skin a cat. Apparently, there were also mutiple ways to solve @Reid's need to filter contacts and deals based on different stages in communication. Check out the different solutions offered by Mike and Sayali here!
  • Syncing data between applications lets users manipulate data in specific ways for specific needs. That's what Ram needed help with; syncing contacts between Zoho CRM and Zoho Books. Janani jumped in with sample code that saved Ram's day!
  • Calculating geographical distances is an integral part of a multitude of businesses, such as Real Estate, eCommerce, and so on, for varied use cases. When @Ron needed help, @Puneet took him a lot closer to solving his query on calculating geographical distances using Zoho Creator
  • Not all code that is written in Zoho's suite of products has to be in Deluge, Zoho's own coding language! Check out this interaction that happened when Vigneshwaran needed help with Javascript to retrieve records from Zoho Creator. 

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 10th presenter @Eric Chrobak. 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 featured in the upcoming month's digest. Wishing you an amazing month ahead!

SEE ALSO






        • Recent Topics

        • Adding a threshold to a line chart based on date range

          I have a line chart that is tracking a percentage over time. It also has a filter for 50 different clients. I would like to create a threshold that is based on a portion of the date range. As I understand it, this would be done by adding a column to the
        • Resize Signature field dynamically

          On the tablet, it is perfect. But on smaller mobile devices and PCs, both web and application, it is too small for people to sign. Is there any plan to make the signature field size dynamically in the future update?
        • Super Admin Logging in as another User

          How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
        • Zoho Creator Application - New User Not able to access the application

          In Zoho Creator, The newly added user not able to access the " Added Application" - User has received the Invitation Email, but while clicking "confirm Account" in the invitation Email, the following error message has appeared. "Sorry! you cannot accept
        • Deleting Salutation Field

          We have updated our lead input screen and 'Salutation' has appeared. This is not visible in the 'Edit Pgae Layout' screen so cannot be moved to 'List of Removed Fields'  Salutation is visible in the list in 'Customization - Fields' however I can only 'Edit' or 'Replace' I cannot delete and I do not need this field on my lead input screen.  Please can you advise how to get rid of this.  Screen shots can be provided if needed.  Thank you Tasha
        • Auto-Generate & Update Asset Serial Numbers using a custom function (Assets Module)

          Hello Team, I’ve been working on a script to automate one of our processes in Zoho FSM, and the core functionality has been successfully implemented. However, I’m encountering an issue related to serial number allocation, which is not working as expected.
        • Zoho Mail iOS app update: Access Delegated Mailbox.

          Hello everyone! You can now access the delegated mailbox from within the iOS version of the Zoho Mail app. To access the delegated mailbox: Open the Zoho Mail app. Go on to the 'Email' module. Tap the profile picture. Choose the delegated mailbox Please
        • How to convert Lead's country field from Text to Pick List

          Hi, I would like to change the default country field in ZCRM from text to pick list. It looks like not I can't delete default country field and recreate it as pick list nor can i create an new custom field country because such a label belong to default field. So what do I have to do? Any ideas? L
        • How create a draft via workflow?

          I wish to create a workflow rule for specific emails that creates a draft response - not an automatic email reply, but just a draft with a set response ready to be verified by an agent who can then manually select recipients. Alternatively, the workflow
        • Function #51: Transaction Level Profitability for Quotes

          Hello everyone, and welcome back to our series! In a previous post, we shared a custom function that could determine the profitability of a Sales Order. Today, we are presenting a similar function that calculates the profitability of a Quote. The setup
        • New feature: Invite additional guests for your bookings

          Hello everyone, Greetings from Zoho Bookings! We are happy to announce the much-awaited feature Guest Invite, which enhances your booking experience like never before. This feature allows additional participants to be invited for the bookings to make
        • Improved Contact Sync flow in Google Integration with Zoho CRM

          Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this
        • الخصم على مستوى فاتورة المبيعات

          السلام عليكم ورحمة الله وبركاته مطلوب في إنشاء خصم على مستوى فاتورة المبيعات وليس على مستوى البند أريد معرفة الطريقة؟
        • VAT and Taxes option not available

          Dear ZOHO Team , The VAT and Taxes options in my ZOHO books account not available,I tried to find how to enable or check the way to use this option but unfortunately couldn't find it anywhere ,I'm in UAE ,kindly let me know what to do to solve this issue
        • Default Tagging on API-generated Transactions

          If one assigns tags to an Item or Customer, those tags get auto-populated in each line item of an Invoice or Sales Order when one creates those documents. However, if one creates the Sales Order or Invoice via the API (either directly coding or using
        • Direct Feed (Bank)

          Is Direct feed integration for AlRajhi and ADCB bank supported by Zoho Books in GCC/Saudi
        • Sales Order, Invoice and Payment numbers

          Hi zoho friends, it is me again, the slow learner. I'm wondering if there is a way to have it so the Sales order, invoice and payment numbers are all the same? It would be easier for me if they were the same number so there is not so many reference numbers
        • Customer Satisfaction (CSAT) Report

          From data to decisions: A deep dive into ticketing system reports The customer satisfaction (CSAT) report helps teams understand how customers feel about their support experience, identify service gaps, and continuously improve the help desk. It turns
        • 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.
        • Shifts in Zoho People vs Zoho Shifts?

          Hello Zoho People Team, We hope you are doing well. We are evaluating the Shifts functionality within Zoho People and comparing it to the standalone Zoho Shifts product. We’ve encountered comments and discussions suggesting that the Shifts feature inside
        • Disable fields in During action in Blueprint?

          Hi there. I've tried field disable (setReadOnly(true)) using client script and the event is onMandatoryFormLoad on detail page, assuming it'll work on blueprint fields, but it bears no result. Is this the expected behaviour? That we can't do this yet?
        • Develop and publish a Zoho Recruit extension on the marketplace

          Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.
        • Subforms and automation

          If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM
        • Allow Managers to Create Shifts for Their Departments in Zoho People

          Hello Zoho People Product Team, Greetings and hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We would like to submit a feature request regarding shift management permissions in Zoho People.
        • Zoho Learn and Zoho CRM integration

          I would like to see an integration between Zoho Learn and Zoho CRM. 1. To be able to add articles in a related list in all modules 2. Zia to suggest related articles in a Deal or Case or Lead 3. Ability to read / search articles during a call / follow
        • Maintain steady traffic to your domain: How Domain Aliasing helps

          Consider this scenario: An organization has its primary domain as administrator.com. Now it wants to shorten its domain to admin.com because it's simpler and easier to remember. However, changing the domain completely can cause the following problems:
        • Why Sharing Rules do Not support relative date comparison???

          I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static
        • Workflow rule only allows 10 workflow per module

          Apparently a Zoho professional edition only allows 10 workflow rules per module. This makes workflow allocation literally impossible while allocating potential to different members of the team. I have 15 licenses. Is there a way in which related alerts can be varied? In other words, is it possible to have different related alerts be triggered with different rule criteria. so if I say, if potential is 'x' then trigger related alert 'x' and if potential is 'y' then trigger related alert 'y' Thanks,
        • IF Statement in Zoho CRM Formula Field

          Hi, I am attempting to write a formula field that will give me one result if one statement AND another statement are true, then a different value if the first statement AND a different statement are true, else 0. Stated differently: if account = destination
        • CRM Percent custom fields: When will it show the % symbol and behave like %?

          1. Actually Percent custom fields fail to show the % symbol. 2. When in formulas Percent fields work like number: 100 x 5% = 5 ideal world 100 x 5% = 500 what happens actually 3. When importing Percent fields the % symbol has to be removed and the data
        • Editing the Ticket Properties column

          This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this
        • "Total Hours" on Employee Attendance Report

          I'm learning that in Zoho jargon, "total hours" does not include paid breaks. Or at least not the way that my setup is working. That seems a little weird to me, since most jurisdictions in the US don't differentiate between time spent on paid break and
        • Fixed assets in Zoho One?

          Hi, We use Zoho Books and have the fixed asset option in it. I started a trial for Zoho One and I do not see that as an option. Is the books that is part of zoho one equivalent to Zoho Books Elite subscription or is it a lesser version? Thanks, Matt
        • Integration with...

          Dear Zoho Commerce team, Please could you consider the integration within Zoho Commerce / Inventory and Qapla'? (https://www.qapla.it/en/) This app is better than Aftership in many ways: - Aftership integration require PRO plan and price start from more
        • 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
        • Adding Markdown text using Zoho Desk API into the Knowledge Base

          Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality
        • Create case via email

          Good Afternoon, I have just registered and am taking a look around the system. Is it possible to create a case via email.  I.e. an employee/client/supplier emails a certain address and that auto generates the case which then prompts a member of staff
        • Need a Universal Search Option in Zohobooks

          Hello Zoho, Need a Universal Search Option in Zohobooks to search across all transactions in our books of accounts. Please do the needful Thanks
        • Locked Notebook

          Hi, I hadn't used my Notebook in some time and was refamiliarizing myself with it. I clicked a lock icon and now I can't unlock. When I hit the information or unlock icons I'm taken to a page with the notebook icon and a keyboard. When I type, nothing
        • Hide fields only for creation

          Hello, I'd like to hide some fields only during the creation of a contact in Zoho CRM. In fact I have some fields that are automatically calculated thanks to an automation, so when my users create a contact I don't want them to fill those fields. I know
        • Next Page