Zoho Developer Community Monthly Digest - August 2024

Zoho Developer Community Monthly Digest - August 2024



Hello everyone,

Get ready for another exciting month of Zoho development! Our August digest is packed with events, resources, and community discussions to empower you as a Zoho developer. Let's dive right in!

Upcoming Events

To stay on top of the upcoming developer community events, keep an eye on this page.

Zoho RPA

Zoho RPA is a Robotic Process Automation platform that helps automate manual, repetitive, and tasks that follow specific rules in businesses and helps in streamlining processes, reducing errors, and increasing efficiency. Whether you're just getting started with Zoho RPA or looking to deepen your knowledge, this training is designed to help you optimize your automation efforts. This is a 3-day training with each day offering a one-hour session, accommodating various time zones.

Title: Get to Know Zoho RPA - Optimize, Accelerate & Transform your Automation Journey
Dates: Sept 10 – Sept 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

Zoho Creator Developers' Month

It’s that time of the year again! September is Creator Developers’ Month, where we devote the entire month to empowering developers worldwide through low-code. Join our exclusive September campaign and enjoy a 50% discount on our Zoho Creator online trainings. Learn everything from the basics to advanced concepts in Zoho Creator, including Deluge scripting, integrations, automations, and mobile features.

Stage 1- Basic concepts in Creator - building applications using different components in Zoho Creator (for Business Users)
Stage 2 - Advanced concepts in deluge, integration, automations in applications, and mobile features (for Developers)

APAC, ANZ & EMEA  (1:30 PM to 5:30 PM IST)
Sept 9 – 11: Stage 2Registration Link

Americas (9:30 pm to 1:30 am IST)
Sept 16 – 18: Stage 1 - Registration Link
Sept 23 – 25: Stage 2 - Registration Link

Bonus: After completing the training, you will be provided an opportunity to take the Zoho Creator Certification exam to validate your skills.

Zobot Bootcamps - India

We're thrilled by the support and reception we've had so far for the Zobot Bootcamps in the first six cities on our schedule. We can't be more excited to meet you all in your cities soon and equip you to build fully functional AI chatbots for your business or as a service for your clients using Zoho SalesIQ's Zobot platform. This is a great opportunity to network with fellow developers and Zoho users, interact with Zoho experts, share ideas and experiences, and grow together as a community. Register for a bootcamp in a city near you!

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.

Zoho Apptics 101

In this series, 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. Registration and more details here.

Zoho CRM Client Script 

Fueled by popular demand, we're back with a line-up of sessions in the Client Script series, focusing on advanced features and real-time business applications. Learn how to tailor Zoho CRM by defining highly interactive and responsive interfaces to cater to real-time business needs as our experts and guest speakers from the community walk you through the basics of Client Scripts and showcase various use case implementations. Registration and more details here. If you're interested to showcase your Client Script projects to the community in one of these sessions, write to us at developer-community@zohocorp.com

Creator Tech Connect:

Creator'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. The recent series focussed on SAML and Active Directory in Zoho Creator and during the upcoming session we will explore about Managing users and applications in Zoho Creator with Zoho Directory.

Title: SAML and Active Directory in Zoho Creator
Date: September 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

Resource Spotlight

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.

Community Discussions

Zoho Developer Forum

  • @Anonymous User was struggling to add Google Click Identifier (GCLID) to Zoho CRM Leads using the UPSERT API and was considering a complicated workaround. Thanks to a quick response from @Anonymous User, Andrew realized it was just a small testing oversight—problem solved in no time! 
  • @Anonymous User was trying to set up email reminders for Zoho CRM tasks based on the "Due_Date" field but kept running into errors. After a little tweak here and a nudge there with the help of the community, everything fell into place—combining email and popup reminders, they got everything working smoothly, thanks to good ol' teamwork!
  • The power of community? When your code’s giving you a headache, they’ve got the aspirin ready! Here's a classic example of such a case - When @Anonymous User couldn't get a variable to work with the search function, @Anonymous User swooped in with a quick code fix that did the job.

Developers ZUG Cliq Channel

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.
  • Widgets are one way to make your work a lot simpler, and launching them on Zoho Marketplace is one way to help others as well make their work simpler. Check out this awesome (yet free!) widget launched by @Puneet chandhok, which autocompletes addresses in Zoho CRM!
  • And speaking of widgets, check out this template Doug created for building widgets, with support for dynamic configurations!
  • Who doesn't like a good GitHub repository that simplifies their work?! Take a look at thesesCatalyst Node JS functions compiled and shared by Nagarajan. Now that deserves a round of applause!
  •  If there's one thing that makes integrating Zoho products easier, it's to use Deluge—Zoho's proprietary scripting language. And a great starting point is this Deluge Roadmap shared by Rafi (who, btw, just got his Zoho Creator certification, followed by a deluge of appreciation from the community folks!) If you'd like to go more into detail, check out our Deluge 101 series. Also, stay tuned for our in-person Deluge bootcamps coming up pretty soon!
  • The first step of anything coding-related in any Zoho product is the authentication; a seemingly simple yet uber-crucial step. Venessa lends Buddy a helping hand with the same, which results in the longest conversation thread in the history of the Zoho Developer User Group Cliq channel!
  • Sometimes the simplest solutions are right under the nose! Doug faced an issue which was ultimately solved by the oldest solution known to man: turning it off and back again! But, there's more than that to this conversation! It's a classic example of the kind of knowledge exchange that happens within the Zoho Developer Community!

Community Spotlight

ZDH Speakers

As a continuation of featuring a ZDH presenter each month, this time, we are delighted to introduce the 13th episode presenter @Anonymous User. Explore this post to discover the knowledge and insights he shared with the community.

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

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

        • Disable Zoho Inventory Tracking / Delink Zoho Books & Inventory

          We have integrated zoho inventory with zoho books? Now after a long time, we want to disable inventory tracking and delink these 2 modules. Zoho says we cant do it. Anybody else going thru the same ? Any possibility at all? Why does zoho not allow to
        • Zoho vault instal on windows

          I am trying to use Zoho Vault Desktop for Windows, but I am unable to complete the sign-in process. Problem description After logging in to my Zoho account and clicking Accept on the authorization page, nothing happens. The application does not proceed
        • ZOHO GLITCHES

          Ok, you guys have done a great job at building a platform that has the potential to surmount the competition but these glitches are becoming more than frustrating! This is beyond annoying, I'm trying draft lawsuits and type up privacy and refund policies
        • Notification to customers when I use a Zoho function

          Hi all, I tried searching the community but couldn't find anything about it. I noticed that the customer receives the notification of reopening the old ticket but does not receive the notification of opening a new ticket when I use the function: "separate
        • Date Filters in Zoho Desk Dashboard

          Hello Team, Currently, in the Zoho Desk dashboard, the date filter is available only for daily, weekly, and monthly views. Could we also add a yearly date filter to allow filtering by an entire year? Additionally, in the custom date filter, it is currently
        • Mobile app - offline

          If I made a couple of forms and my field guys had the mobile app and were somewhere without signal, could they open the app, complete and sumbit a form and have it upload when they are back in signal (we need different info at different jobs and I'm trying
        • Zoho Survey reminder settings are extremely confusing

          Hi, I just want to set 3 reminders, one week apart from the first email out. Your form is too confusing and I don't understand. Can you simplify and be more specific regarding the language used on the form ?
        • Zobot drop down list

          Hi, I am trying to create a drop down list in Zobot by creating a plug. I think I am close but I just can't get it over the line and was hoping that someone could help me. I had a little bit of help getting the script started (hence the comments) // Deluge
        • How to compare a subform lookup field that allows multiple entries when edited

          I have a form with a subform with multiple fields. One of the fields is a lookup field that allows a multi select. On edit validation, I want a workflow to execute only when the entries in that subform field has changed. The old. function is not working
        • Translation of Tooltip Messages

          The descriptive help messages should be available to provide translations for.
        • Business Day Logic Update: More Accurate Scheduling for Your Workflows

          Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable
        • Lead Blueprint transition in custom list view

          Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed
        • Email Notifications not pushing through

          Hi, Notifications from CRM are not reaching my users as they trigger.  We have several workflow triggers set up that send emails to staff as well as the notifications users get when a task is created for them or a user is tagged in the notes.  For the past 6 days these haven't been coming through in real time, instead users are receiving 30-40 notifications in one push several hours later.  This is beginning to impact our daily usage of CRM and is having a negative effect on our productivity because
        • Debit opening balances of vendors

          Dear colleagues: I am looking at the trial balance as on 31st March 2024, and punching opening balances (1st April 2024) in Zoho Books. Vendors have credit balances, by its nature, but some of our vendors have debit balances as well (e.g., we have paid
        • Is there an equivalent to the radius search in RECRUIT available in the CRM

          We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT
        • Allow Text within a Formula

          Hi, I would like to be able to use this for others things like taking an existing Date Field and copying its value, so by entering getDay(Date)&"-"&getMonth(Date)&"-"&getYear(Date) it results in 01-02-2026. And then when the Date is changed so is this
        • Change Number Field to Decimal Field

          Hi, It would be nice to be able to change the field type without having to delete it and create a new one, messing up the database and history. Thanks Dan
        • Pipeline.Company Name field shows up as numbers! [Bigin Developer Console > Component > URL]

          Hi there, I am setting up to invoke URL to send infromation zoho bigin > zoho forms with company name pre-fill in the form. however when I use : ${Pipelines.Company Name} field it shows up as a string of number instead of words. Help.
        • Add specific field value to URL

          Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there is
        • How to Move Behavior, Acquisition, Polls & Forms Data from Zoho PageSense to Zoho Analytics?

          Hi Zoho Community, I'm looking for a way to transfer data from Zoho PageSense to Zoho Analytics, specifically: Behavioral data (clicks, scrolls, heatmaps, etc.) Acquisition data (traffic sources, campaigns, etc.) Polls and forms data As far as I can tell:
        • Zoho Social - Feature Request - Non-US Date Format

          Hi Social Team, I have noticed that there is no option to change the date format from US mm/dd/yyyy to others like dd/mm/yyyy. It would be great to see this added as the platform matures. Thanks for considering this feedback.
        • In arattai received message can't be deleted

          The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a received
        • Zoho CRM Community Digest - December 2025 | Part 1

          Hello Everyone! In the first half of December, Zoho CRM rolled out auto-invite for portals, smarter CPQ with Zia suggestions and price rules, and Query Workbench for faster query building. We also highlight other noteworthy conversations you shouldn’t
        • Zoho Flow Credits

          Hi , I would like to ask the reason why every time I added plus credit but few days later I will return back to default? (as below I add credit to 3000 but today It change back to 1000) Most important is, when the credit fully used, not any reminder to
        • Custom Module Send Email not filling To automatically after adding Email field also

          I create custom module in zohoCRM but problem is in custom module when i click send email there in popup To is filling automatic its coming empty which i need to manually add an email there. How can I fix it? I already added the Email field there, but
        • Introducing Intake Forms

          We are excited to announce the release of Intake Forms, a new feature in Zoho Contracts designed to make contract requests simple, structured, and efficient. Intake Forms allow organization members to request new contracts through a web form instead of
        • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

          Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions
        • eIDAS 2.0: What's changed for digital trust in Europe, and where Zoho Sign stands

          Hi there! It's that time of year when many of us get our ducks in a row. A new year often makes us reassess priorities, and for businesses in the EU, it means taking a closer look at how digital identities and electronic signatures work across borders,
        • Directly Edit, Filter, and Sort Subforms on the Details Page

          Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
        • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

          Greetings, We hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available,
        • Any update on much requested feature, to delete attachments without deleting the e-mail body?

          People have been requesting the ability to delete e-mail attachments without deleting the e-mail for more than ten years now. The latest I see is marked "Working On It" and a year ago it was supposedly being added, see here: https://help.zoho.com/portal/en/community/topic/is-there-a-way-to-delete-mail-attachments-without-deleting-the-text
        • How to delete attachments form Zoho mail accounts

          I can't find a way to delete attachments from Zoho mail messages, either individually or in bulk. Searches here are providing conflicting results and often talk about workspace, whereas I am only interested in how to delete attachments that are seen with
        • Unable to fetch ticket by custom field value

          I'm trying to set up a Flow to fetch a ticket based on a custom field value. This seems like it should be pretty straightforward, but it's not working for me. I keep getting an error saying Zoho Desk says "Extra query parameter 'cf_creator_record_id'
        • Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One

          Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their products
        • What's New in Zoho Inventory | Q2 2025

          Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting
        • Zoho POS App Hanging Issue – Sales Becoming Difficult

          The Zoho POS app frequently hangs and becomes unresponsive during billing, making it very difficult to complete sales smoothly. This commonly happens while adding items, during checkout, or at payment time, especially during peak hours. These issues cause
        • Writing by Hand in "Write" Notes

          Hi there! I just downloaded this app a few moments ago, and I was wondering if there was a way to write things by hand in "Write" mode instead of just typing in the keyboard. It would make things a bit more efficient for me in this moment. Thanks!
        • Zoho Mail Verification Following DNS Switch from Cloudflare to Hosting Provider

          I initially configured my domain’s ( https://roblozapk.com/ ) email with Zoho Mail while using Cloudflare to manage my DNS records such as MX, SPF, and DKIM. At that time, all email services were working correctly without any issues. Recently, I removed
        • "Spreadsheet Mode" for Fast Bulk Edits

          One of the challenges with using Zoho Inventory is when bulk edits need to be done via the UI, and each value that needs to be changed is different. A very common use case here is price changes. Often, a price increase will need to be implemented, and
        • SAML in Zoho One vs Zoho Accounts

          What is the difference between setting up SAML in Zoho Accounts: https://help.zoho.com/portal/en/kb/accounts/manage-your-organization/saml/articles/configure-saml-in-zoho-accounts ... vs SAML in Zoho One?: https://help.zoho.com/portal/en/kb/one/admin-guide/custom-authentication/setting-up-custom-authentication-with-popular-idps/articles/zohoone-customauthentication-azure
        • Next Page