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

        • How to see history on Bulk send of Customer Statements

          Hi, We bulk send statements to customers every month via Books - every month we have customers emailing requesting a statement. Currently I have no visibility on if a customer was sent the statement or not and if our process is being followed or overlooked
        • Guided Conversations - Ticket Creation

          Hi there, Using Guided Conversations to Take Customer Data and apply it into a Support Ticket for internal use, Is there a way to take multiple Textual Variables Inputs (A series of questions), and have the answers all appear in the Description of the
        • How to add buttons elements in the Header

          I am trying to add CTA (Call to Action) buttons in the right side of the main navigation menu. This is a common practice for sites but I can't seem to figure this out for Zoho Sites. Is there a custom workflow that could be shared with me? 
        • Automatic back up - Zoho Recruit, books, people,crm, analytics

          Hello, Has anyone found a good way of automatically backing up Zoho (CRM, expense, recruit, people, books, analytics).? I have found with tool that does, but it doesn't include recruit or analytics It's a bit annoying and time consuming having to go to
        • delete departments on zoho desk

          I created test departments on zoho desk. how can i delete them now?
        • Validation, checking if a file has been attached to the ticket

          A very useful option would be to allow checking, under specific conditions, whether the user has attached a file to the application, e.g., a bug report. Some applications require files to be attached, and the system could enforce this after the system
        • AI & Zoho Recruit

          Hello, I guess we all are using AI in our personal and professional lives. Now, let's imagine. Recruitment is just a succession of stages and steps. For which step would you like to see AI implemented into Zoho Recruit ? I'll start : - Automatic translation
        • Zoho Flow not handling Boolean properly

          Hi, I have a checkbox in one system that I'm trying to sync with a checkbox in Zoho CRM. The value from the source system comes in as blank (unticked) or 1 (ticked). I've written the following custom function to convert the output to either boolean false
        • Quotes Module - import data

          Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it?
        • Balance Sheet - Zoho Analytics

          Hi Team, I’m looking to implement a feature that captures the conversion rate based on the filters applied. By default, it should fetch the most recent conversion rate, and when a filter (such as a timeline filter) is applied, it should return the conversion
        • files sent will not open for recipient

          work files (done in writer) which previously opened will not open for the recipient
        • How to Print the Data Model Zoho CRM

          I have created the data model in Zoho CRM and I want the ability to Print this. How do we do this please? I want the diagram exported to a PDF. There doesnt appear to be an option to do this. Thanks Andrew
        • Cisco Webex Calling Intergration

          Hi Guys, Our organisation is looking at a move from Salesforce to Zoho. We have found there is no support for Cisco Webex Calling however? Is there a way to enable this or are there any apps which can provide this? Thanks!
        • Migration of Mails from Pipedrive

          Hi, so far the migration from Pipedrive to ZOHO works pretty good. For full completeness of the migration we miss all the mails linked to Deals, Contacts, Customers, ... What possibilities do we have to have Pipedrive fully migrated to ZOHO? Best Regards,
        • Published sheets don't work anymore

          Hi, Published sheets don't work anymore. The display of values is very very slow and calculations are not displayed at all. Thanks!
        • WorkDrive TrueSync for macOS 26 (Tahoe) Beta

          Hello everyone, With Apple unveiling the macOS 26 (Tahoe) Beta, we know many of you are eager to explore the latest features and enhancements. We’re excited to support your enthusiasm! As part of our commitment to delivering seamless cross-platform experiences,
        • Limited layout rules in a module

          There is a limit of 10 layout rules per module. Is there a way to get that functionality through different customization or workflow + custom function (easily accessible), etc. Having just 10 is limiting especially if module contains a lot of data. Are
        • #1 Zoho Billing vs. Zoho Books: Which one should I choose?

          Managing your business finances isn't just about sending invoices. It's about keeping everything organized, accurate, and moving towards your organization's goals. At Zoho, we understand the complexity, which is why we offer two powerful yet distinct
        • Is Zoho tables still being developed?

          Has this product been abandoned? I haven't seen any useful new features or stability improvements over the past six months or more. I think Tables is a great concept, filling a niche between spreadsheets and full database tools, but the current implementation
        • How to connect oracle ADW with Analytics

          I want to add Oracle ADW as a data source in Zoho Analytics, but I couldn't find any relevant documentation. Can anyone suggest how to do it, or let me know if it's even possible? Thanks!!
        • RAG (Retrieval Augmented Generation) Type Q+A Environment with Zoho Learn

          Hi All, Given the ability of Zoho Learn to function as a knowledge base / document repository type solution and given the rapid advancements that Zoho is making with Zia LLM, agentic capabilities etc. (not to mention the rapid progress in the broader
        • add attachments to automated emails?

          Hi, I'm looking for a way to have documents saved under an account, be grabbed and sent to an email address once a specific status has been updated.  For example we have a tab we've labeled as sales orders, when the status is changed to shipped, it emails the customer the tracking number and estimated delivery date.  I'd like it to also grab pdf docs (COA, BOL, etc) from that order and send in that email.   Currently we have to go into zoho change the status to shipped, then email all the docs to
        • [Action Required] Zendesk - Zoho Analytics integration requires re-authentication

          Dear Zendesk integration users, Zendesk is transitioning to a new OAuth model that uses refresh tokens for improved security and stability (read more). As a result, all Zendesk users in Zoho Analytics must re-authenticate their Zendesk connections on
        • Rerun Migration?

          I migrated a mailbox a few days ago, but didn't do the cutover on the MX records until today.  How can I rerun the migration to sync the mailboxes?  The old account has had a fair amount of activity since the first migration. I am used to other systems
        • طلب حذف الدومين والمؤسسة من حساب zoho

          السلام عليكم، أود طلب حذف الدومين التالي من حسابي في Zoho، حيث لا يظهر لي خيار الحذف في لوحة التحكم: اسم الدومين: hudajstore.com البريد المرتبط: [contact@hudajstore.com] علمًا بأنني المسؤول عن المؤسسة، ولا أستخدم الدومين حاليًا، وأرغب في إلغاء ربطه وحذف
        • Microsoft Outlook Add-in Update: Enhancing Efficiency for Recruiters

          We've released an update to the Zoho Recruit Microsoft Outlook Add-in, which brings a host of features designed to streamline your recruiting process and boost productivity. Let's delve into the details: Associate Emails with records in Zoho Recruit You
        • New integration: Zoho Books + Zoho Forms

          Hello Zoho Forms community! We are thrilled to announce the addition of another integration that brings speed and efficiency to your financial workflows. Zoho Forms can now be integrated with Zoho Books! Here’s a quick rundown on Zoho Books! For anyone
        • Witness Sign - Automation with Zoho Creator

          Hi there, I used to be able do automatically send a Zoho Sign document from Zoho Creator where each signer had one witness. The action code was as follows for each signer and witness:       // CLIENT eachActionMap1 = Map(); eachActionMap1.put("signing_order","1");
        • Announcing: custom color palette + free workshop

          Hello everyone, We're excited to share new feature in Zoho Bookings—a color palette within booking page themes. You'll find this option under Manage Bookings > Workspaces > Booking Page Themes. You can customize the color of every element in your booking page and even alter the transparency of your background image. Please note that this is a paid feature included in the Basic and Premium plans. At the moment, it's available only under the Modern Web theme. This means you can create billions (7,
        • Removing To or CC Addresses from Desk Ticket

          I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email. For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This results
        • Ability to Export Field Dependency Structure in Zoho Desk

          Hi Zoho Team, We’d like to request a feature enhancement in Zoho Desk that would greatly improve configuration management for organizations like ours: Requested Feature: The ability to export the full structure of Field Dependencies, especially for multi-level
        • [URGENT] Allow reorder (drag&drop) of subform record

          Very simple user case: a wedding planning app where you want to send your client a form to fill with information about their wedding. Form includes some field for general purpose information and a subform for event pacing/schedule. Clients are invited to create a new row (When? - What? - Where? - Who?) for each thing happening during their wedding chronologically. Ex: When                  What 10h                      Something TBD                    Speech After speech      Yet another thing happening
        • Departments in Zoho

          I'm trying to set up a department. It looks like Departments have been removed from Zoho One. Is there another option? We have our main account setup, but want to set up a separate small department that can't see our tabs.
        • Add Timer for Agent Status Duration in Zoho Desk Dashboard

          Hello Zoho Desk Team, We hope you're doing well. We would like to submit a feature request to further enhance the agent status tracking functionality within the Zoho Desk Dashboard. 🎯 Current Functionality As it stands, Zoho Desk allows us to view the
        • [Beta Feature] Parent-Child Ticketing

          Hello there, a beta parent-child ticketing feature has recently been made available for some, read more here: https://help.zoho.com/portal/en/kb/desk/ticket-management/articles/understanding-parent-child-ticketing-system#Business_scenarios I would like
        • Enable Sorting by Ticket Count in Category Reports

          Hi Zoho Desk Product Team, I hope you're doing well. We would like to submit a feature request to improve the reporting capabilities in Zoho Desk. 🎯 Feature Request: Sorting by Ticket Count in Category Reports Currently, category-based reports in Zoho
        • Reactivating a CRM user...

          I'm a 1-man business primarily using CRM under my Zoho1 subscription (I have NO other employees or users). I wish to re-activate a prior user (my son, once more working with me) but when changing his status from inactive to active I receive this message:
        • Zohoサポートにスコープ開放を依頼する

          お世話になっております。 現在、弊社にてZoho DeskのナレッジベースをAPI経由で取得し、AIツール(NotebookLM等)に連携する仕組みの構築を検討しています。 つきましては、ZohoDesk.articles.READ スコープを使用したOAuth認証の許可をいただけますでしょうか。 API Console から Server-based アプリを作成済みですが、認可URLにアクセスすると「スコープが登録されていません」と表示されます。 お手数をおかけしますが、スコープの開放をご
        • Where can I configure the notifications for everything KB-related?

          Hi all, I'm receiving notifications for some actions happening in our Knowledge Base (e.g. someone leaving a feedback) and I would like to customise the template or have the choice to enable/disable such notifications like it is possible for ticket notification
        • Increase Round Robin Scheduler Frequency in Zoho Desk

          Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates
        • Next Page