Zoho Developer Community Monthly Digest - December 2023

Zoho Developer Community Monthly Digest - December 2023



Hello everyone,

As we close out 2023's eventful journey, we're here to wrap up the latest news, updates, and inspirations from the Zoho Developer Community and peek ahead at the exciting possibilities in the new year. Let's dive right in.

December Highlights

Year-end Git-Together

It was an absolute pleasure to unwind, connect, and swap stories with some incredible minds from our community.  Each tech-story was unique and captivating, weaving a tapestry of experience and passion that solidified one thing: this community is truly special! We also got a glimpse of the community's aspirations for 2024. The sheer enthusiasm and ambition in the room were contagious, leaving us all excited for what the new year holds. A huge thank you to everyone who joined us. 

Extensions 101 (Cont.)

The first five sessions of this series provided an overview of several key features within Sigma platform, such as building extensions, authentication mechanisms, authorization methods, and creating widgets. The recently concluded sessions delved into the authentication mechanism and the corresponding authorization strategy, particularly in the context of integrating Zoho CRM with other applications. Check out this playlist for all the session recordings.

Zoho Cliq Developer Platform

Explore how to custom-build and deploy cross-platform business applications and workflows with Zoho Cliq's Developer Platform in this blog post. For a detailed video guide, watch the recordings of the Zoho Cliq for Developers 101 series - a Zoho Developer Community learning initiative. Be sure not to overlook the fascinating use cases implemented by the Zoho Cliq team for our staff.

Upcoming Events

  1. 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. In 2023, we adopted the 12 Months 12 Industries concept. We received an overwhelming response from the attendees of the session and we are planning to continue the same in 2024 as well.  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.

    Title: Creator For Retail Industry
    Date: January 11, 2023
    APAC & ANZ: 11 AM to 12 PM IST - Registration Link
    Americas & EMEA: 9 PM to 10 PM IST - Registration Link

  2. 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. We are planning to conduct a three-month series on Custom widgets: Extension in Zoho Creator and its development process. The first session will be on the concept of creating a widget along with the JS API in Creator.

    Title: Developing Widgets in Zoho Creator
    Date: January 18, 2023
    APAC & ANZ: 11 AM to 12 PM IST - Registration Link
    Americas & EMEA: 9 PM to 10 PM IST - Registration Link

  3. Zoho Writer Webinar: Join this webinar to learn how to use custom functions to extend Zoho Writer's document automation capabilities. Registration and more details here.
Psst... That's not all! Keep tabs on this space while we're brewing up some amazing events for the Developer Community in the coming days. Anticipate engaging in-person meetups and bootcamps with fellow developers and Zoho experts in your city soon. Want us to make your city one of our stops? Drop your city name in the comments!

Community Discussions

Zoho Developer Forum

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.

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.

We've taken a leap into transforming the digest into a video to simplify things for you. We kicked things off with the November edition. Check it out and share your thoughts and feedback with us!

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 fifth ZDH presenter, Mike Simpson. Explore this post to discover the knowledge and insights he shared with the community.

Cliq Channel 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 every 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

        • Manual Invoice

          How to create a Manual invoice, I need to enter Amount directly instead of (qty*Rate). our company is a service sector
        • Effective Inbox Organization: Folders vs Tags in Zoho Mail?

          I'm exploring the best ways to organize a busy inbox, especially when managing multiple clients or project using Zoho Mail. I’d love to know what works best for others: 1. Do you prefer **folders** (possibly with sub-folders) for each client or project?
        • Merging contacts and or accounts

          Hello, In a prior CRM we were able to merge contacts and or accounts.  We have turned on the function to stop multiple contacts with the same email, so we can prevent multiple contacts from happening, however, we now have multiple contacts that have the
        • Capture Reason for absence next to Campaign Member Status. Is there a reasonable workaround?

          I've reviewed the topics I could find to do with this but still couldn't find anything that satisfies our requirements: We would like to track a *reason* (picklist or text, doesn't matter which) why a Campaign Member (Lead or Contact associated with a
        • Zoho Learning Management System - Certificate Upload by Employees

          We are planning to enroll employees in courses which are hosted by coursera or similar sites. I want to share the links of those courses and also want employees to upload their completion certificate once they are done. Is this function possible in
        • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

          Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site
        • Button or Links order

          Is there a way to re-order the buttons or links that are created?
        • Adding Multiple Products (Package) to a Quote

          I've searched the forums and found several people asking this question, but never found an answer. Is ti possible to add multiple products to a quote at once, like a package deal? This seems like a very basic function of a CRM that does quotes but I can't
        • 'Pin' notes, so that specific ones are always visible at the top of the 'notes' tab.

          It doesn't appear Bigin has the functionality to 'pin' a note to then have it always show at the top of the notes tab section of a record. Often times we have a large number of records, but key information we may want to have easily visible to all at
        • Request for Subform Support in Zoho CRM Webforms

          Hi Team, I hope you're doing well. I would like to bring to your attention that currently, Zoho CRM Webforms do not support Subforms, which limits our ability to send forms that mirror the actual structure used within Zoho CRM. This feature is extremely
        • Formatting Mailing Labels

          I want to use the "Print Mailing Labels" function on the drop down list, but I am not seeing a way to change the formatting on the mailing labels. At the moment, the information that appears on the mailing labels ARE NOT mailing addresses, but random
        • Maxima Address on FSM Customer

          Im trying to add probably 50 customers from one company but couldn't make it since it has limit..how do i add the limit?
        • How to Track Inventory Usage from Zoho FSM to Zoho Inventory?

          Hi everyone, We’re currently working on integrating Zoho FSM with Zoho Inventory, and we’ve encountered a challenge we’re hoping the community can help us understand better. Here’s the context: When we create a Work Order in Zoho FSM that involves parts
        • View subform entries without viewing a record in Zoho CRM | Kiosk Studio Session #8

          In a nutshell Have you ever wanted to take a quick peek at a record's subform? Examples might be invoiced items in an invoice, ordered items in a sales order, or purchased items in a purchase order. Let's say you're viewing your list of invoices in Zoho
        • How to Create a YTD vs Last YTD Comparison Report in Zoho Analytics?

          Hi everyone, I'm trying to build a report that compares Year-to-Date (YTD) metrics from this year to last year. I’m struggling to get accurate results using custom formulas or aggregate functions. Has anyone successfully created a YTD vs LYTD comparison
        • Transforma tu Inventario: Control Inteligente y Funciones Clave en Zoho Inventory (Spanish Webinar)

          ¿Tu empresa necesita mayor trazabilidad y control en almacenes? Conoce cómo gestionar tu inventario con eficiencia y automatización... ¡y descubre las sorpresas que trae Zoho Analytics! Participa en nuestro webinar gratuito en español, este 19 de agosto
        • Dashlane discontinued its free plan: Here's why Zoho Vault's free plan is worth the switch

          Hey everyone, Dashlane password manager has officially announced that its free plan will be discontinued starting September 16, 2025. This change means that current free users will need to either upgrade to a paid subscription or export their data and
        • Mails are not being sent from custom Deluge function

          We are having troubles to implement sending Invoices / Sales_Orders etc. automatically using following deluge script: attachment_template_id = "aaaa"; record_id = "bbbb"; mail_template_id = "cccc"; //NEW aproach fileUrl = "https://www.zohoapis.com/crm/v8/settings/inventory_templates/"
        • Currency transition

          We are using Zoho CRM in Curacao, Dutch Caribbean. Our currency is currently the ANG. Curacao will be transition ing from using the ANG (Antillean Guilder) to using the XCG currency (Caribbean Guilder) on March 31st 2025, see: https://www.mcb-bank.com/caribbean-guilder.
        • Notes and Attachments visibility can now be restricted based on profiles

          Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
        • Zoho webinar--hard for agencies

          So, this is just a dive into our use case, and why we've been disappointed in Zoho webinar. We are a small marketing agency, and we wanted to add webinars to the services we provide, as many of our clients want to learn to use them as part of their content
        • Celebrating Raksha Bandhan with Zoho Desk: A Bond of Trust, Protection, and Service

          Raksha Bandhan, celebrated across India, symbolizes the sacred bond of protection and affection between siblings. “Raksha” means protection, “Bandhan” means bond or knot: together, it represents a knot of care and security. On this occasion, we'd like
        • Banking > Import statements with a csv file

          Good morning, I am regularly using the "import statement" option to match my transactions. I've been using csv files produced by my bank online and was able to import my transactions. Until now. Thank you for your help for fixing this ! Alex.
        • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

          Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 
        • Has anyone successfully added Microsoft Graph API Oauth2 as a connection?

          I'm having trouble getting Microsoft Graph API created as a connection in zoho crm. Has anyone successfully added Microsoft Graph API Oauth2 as a connection? My issue is not necessarily on the Zoho side, but understanding how to set up the Microsoft side
        • Syncing Timesheets between Projects and Desk

          All users able to see their own timelog entries from all apps in one place, synced immediately. All managers able to view total/all time entries from one place. This is something that has come up for us and multiple clients. Example: we have a client
        • Spell Check default language

          Hello All, Is it possible to set the Spell Check default language? I can't find it in the settings. Thanks a lot! Levente
        • Zoho Backstage 3.0 - Boostez vos événements avec des outils malins

          Zoho Backstage vous accompagne dans l’organisation d’événements réussis, avec des outils qui simplifient la planification, optimisent l’exécution et renforcent la connexion avec votre public. La version 2.0 a apporté une nouvelle interface, plus de flexibilité
        • Portal user activity reporting

          Aside from the metrics section in the admin dashboard, is there a way to view/create reports for portal user activity? Im looking for a more granular option to see exactly what users are utilizing the portal. Thanks!
        • Automation #11 - Auto Update Custom Fields with Values from Emails

          This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize
        • Admins to set Agents Picture

          Admins should not have to rely on agents to set a nice profile picture for them. Admins get the headshot pictures from HR and should be able to upload and set their picture, not rely on them to: 1) upload a picture at all 2) upload a good picture 3) upload
        • Time Tracking Reporting and Billing

          I wish for the time tracking module to be enhanced further. Currently it is independent of Support Plans and Contracts. Support Plans and Contracts are also mostly separate. We need a better dashboard of this with the ability to natively mark billed or
        • Enhanced Email Signature Folding

          We have departmental signatures setup which are great, however, when viewing ticket details, it gets very overwhelming when scrolling though threads and conversations where you scroll past ten different signatures of your own team, then ten signatures
        • How to add formatting in zoho.cliq.postToUser(...) message?

          In a CRM Deluge function, I'm trying to use the message formatting guidelines given here: https://www.zoho.com/deluge/help/cliq/posting-to-zoho-cliq.html#message-formats My message is: message: #Title text. The result in Cliq is: #Title text. (no large
        • How to add line breaks in zoho.cliq.postToUser(...) message?

          In a CRM function using Deluge I'm sending this message and attempting to add some line breaks but they are ignored. Is there another way to add these breaks? My message: message: New urgent task\nDescription \nThis is a fake description.\n A new line?
        • Zia Agents/End of Day Reports

          As a manager or owner it would be nice if Zia analyzed today's (or this week's tickets) and gave an end of the day report to management team. - what important tickets were worked on or submitted today? - what agents were unproductive today and answered
        • Project Cost Tracking

          I see there are questions/concerns that Zoho doesn't track costs to a tasks in a project. We are a manufacturer and are in the early stages of tracking costs to project. I would like to expand out the COGS Chart of accounts in Books and record costs via
        • How to record if the payment made is return due to transaction failed.

          So there is Bill of $2000, and a payments made transaction to clear the bill. The amount is actually deducted from bank account. However, a few days later, I found the bank returned only $1750 cause there are $250 bank service charge for this failed transaction.
        • Help Center Customization UI

          The customization screens for the help center needs the UI improved. It looks straight out of 2004. The Zoho Desk normal UI is great. All it takes is uniform fonts and colors across all parts of the tool... I compare this to Zendesk Guide.
        • Este domínio já está associado a esta conta

          Fui fazer meu cadastro na zoho e quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso? Atenciosamente, Anderson Souza.
        • Next Page