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 Series: We 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

        • [Free Webinar] Learning Table Series - AI-Enhanced Logistics Management in Zoho Creator

          Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About Learning Table Series Learning Table Series is a free, 45-60

        • WhatsApp pricing changes: Pay per message starting July 1, 2025

          Starting July 1, 2025, WhatsApp is shifting from conversation-based pricing to per-message billing. That means every business-initiated message you send will count. Not just the first one in a 24-hour window. Pricing updates on the WhatsApp Business Platform

        • Create a button that converts Sales Order into a Custom Module

          I am looking for a way of creating a button on Sales Orders that would automatically create a record in a custom module I have created called Contracts. The custom destination module "Contracts"  has the following fields that I would need to populate [Contracts Name] populate with SalesOrderID [Account Name] populate with related Account Name [Contract Start Date] populate with the date that the record was created Could someone help or point me in the right direction? Thanks

        • Remove all of the junk data that comes with the trial

          How would I go about removing all of the junk data that comes with the trial of zoho crm?

        • Video Interview Feature

          Please add a text option as well while sending invitations to candidates for video interviews, candidates are missing out on the email. They are more convenient in text and it really helps Hope you would understand, thanks

        • Singapore DBS Bank

          Is there any schedule corresponding to DBS of Singapore? 

        • Including Contact and Account Information in Zoho Projects.

          In Zoho Projects I have created a custom layout which already includes a 'Client Information' section. The 'Client Information' section already includes integrated fields (integrated with CRM) for various account and contact details. Here's what I want

        • Unable to Download CRM Contact Data: WorkDrive Integration Issues

          ## Problem Description We need to let users download contact information from CRM as CSV files to their local computers. Since we couldn't implement a direct download option, we're trying to use WorkDrive as a workaround - but we're encountering issues

        • App Spotlight : PagerDuty for Zoho Cliq

          App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all of our apps, integrations, and extensions. In today's fast-paced world, seizing every moment is essential for operational

        • Campaigns going to spam folder, how to build so that it goes to inbox

          Hello, New to campaigns, now have it functioning correctly. In my test group of 10 email addresses 100% of the emails went to spam/junk folder and/or were blocked/captured by spam filters. What is the process to building a message or format that does

        • Integrate QuickBooks with Bigin and streamline your sales and accounting!

          If your business relies on Bigin for customer management and QuickBooks for accounting and invoicing, this new integration is here to make your operations more efficient. By connecting these two platforms, you can now manage your CRM and financial processes

        • When a ticket is merged, the merged ticket's link should redirect to the remaining ticket.

          Zoho Desk deletes merged tickets. Which is not ideal. The issue is if you have a link bookmarked, or even in your inbox from a ticket that was merged, when you visit you receive an error because merging tickets actually deletes the ticket that was merged.

        • Pass data from a Zoho Desk ticket to a Zoho Form as pre-fill data?

          Hello, I'm trying to pre-fill a Zoho form with client data based on the Zoho Desk ticket data that would be associated. Work flow i'm trying to create: 1. Ticket created for a sales order 2. order requires a site survey 3. link inside ticket links to

        • Goods total weight in Sales Orders

          Hello everyone, We want to automatically calculate the total weight in Sales Orders based on the weight data specified in the Items. Could you please suggest the simplest way to achieve this in Zoho Inventory? I would greatly appreciate any advice and

        • Problem with pagination in Zoho Inventory API

          Hello, I'm having an issue with the  Zoho Inventory API when I try to use the pagination. When I send a request to https://inventory.zoho.com/api/v1/items?authtoken=XXXXXXXXXX&organization_id=YYYYYY&page=1&per_page=50, I get back 200 items. And when I send the same request for the second page, https://inventory.zoho.com/api/v1/items?authtoken=XXXXXXXXXX&organization_id=YYYYYY&page=2&per_page=50 I'm getting back the same 200 items I get with the first request.  So I think neither the page parameter

        • Can a user be assigned to an Account based on email domain?

          Hi ZohoDesk, If I have a customer Account already configured is there any way I can use a domain matching rule to assign a new user to the correct account when logging a ticket by email? Many thanks Rich

        • Can't track conversions using GTM

          We had to move the installation of the SalesIQ widget from GTM to directly do it in our wordpress site. The SalesIQ widget was being blocked by Adblockers which caused a lot of our visitors to not be able to see it. This issue was fixed from deleting

        • WhatsApp Message Pricing Changes (Effective July 1, 2025)

          Starting July 1, 2025, Meta will introduce a per-message pricing model on the WhatsApp Business Platform, replacing the current conversation-based billing. This update affects all WhatsApp messages sent through Zoho Marketing Automation. We’ve broken

        • Parent-Child Tickets using API or Deluge

          Hi Everyone, We are looking at the parent-child ticketing features in Zoho Desk. We want to be able to create a parent ticket at customer level and nest child tickets underneath. The issue we are facing is to be able to automate this. I'm checking the

        • Blueprint transitions on locked records

          We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.

        • CC from mail client to Zoho CRM

          Hi,  Is it possible to have emails sent outside of CRM use a CC that sends them into the CRM and attaches to the record?  Thanks

        • Department e-mail signatures

          Hello everyone, We're just in the process of evaluating various help desk software alternatives and Zoho is looking pretty good to us at the moment. Our set up is a bit strange and I was wondering if this is possible. We have one tech who looks after

        • How can I hide "My Requests" and "Marketplace" icon from the side menu

          Hello everybody, We recently started using the new Zoho CRM for Everyone. How can I hide "My Requests" and "Marketplace" from the side menu? We don't use these features at the moment, and I couldn't find a way to disable or remove them. Best regards,

        • WhatsApp Calling Integration via Zoho Desk

          Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional

        • Sites Speed and Performance Grades

          I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,

        • Include Audio in Zoho Assist Session Recordings

          Hello Zoho Assist Team, We hope you're doing well. We’d like to formally submit a feature request regarding session recordings in Zoho Assist. 🎯 Current Limitation When conducting a Zoho Assist session that includes voice and/or video chatting, the recording

        • Unable to update Created Date/Time even via upsert

          hi all --- running a demo version and "recreating" some data from hubspot. I had tried the method to automatically move data over but it missed A TON of fields and some stuff wouldn't even map correctly so i am simply creating new Deal records to test

        • Blockchain Feature?

          Since I'm not an expert in this technology, is there any reason why you would not want to add this option to your Zoho SIgn documents? Is there a downside?

        • Kaizen #196 - Zoho CRM Queries - Best Practices

          Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone. Got

        • Best way to account for shipping charges to customer

          I have been allocating all our shipping expenses to the "postage" account, but I realise that is probably incorrect, as for the most part, we pass on shipping charges to our customers. So I should probably add the shipping charges into the "shipping charges"

        • Zoho Flow s’enrichit avec les subflows et les actions Webhook

          Nous sommes ravis d’annoncer deux ajouts importantsà Zoho Flow : les subflows et les webhooks sortants. Ces nouvelles fonctionnalités ont été conçues pour vous aider à créer des workflows plus facilement et à automatiser davantage de tâches répétitives.

        • How to assign canvas view for portal user

          Hi , as a portal user, I can switch to another canvas view, however, I cannot find any field to configure a default canvas view for portal user. May I ask how to set it up in CRM? And if I can view list by sheet view as a portal user?

        • Restrict Leave Application Based on Attendance Cycle (24th to 23rd)

          Hi Zoho Team, Our organization follows a custom attendance cycle from 24th of the current month to 23rd of the next month. I would like to configure the system so that: Employees should not be able to apply backdated leave for any date after the attendance

        • How do I assign a parent to an existing campaign?

          I created a campaign but now I'd like to make that existing campaign a child of another.  How can I do this?

        • Categorize Tickets Through The App

          I used to be able to categorize and assign tickets through the app without any issues. However, for the past year, whenever I try to edit a ticket, select a category, and click save, it doesn’t actually save the changes. As a result, I haven’t been able

        • Can't add picture to email template. Says I'm over the character limit.

          I tried creating an email template with a picture and it says I'm over the character limit. The picture is pretty small. What can I do?

        • Allow breakdown of per diem for meals provided

          Would it be possible to break the per diem down into what you get for each meal. The reason for this is we want to offer per diem but if a meal is provided by a customer or sales we need to remove this from the per diem bucket for that day. We break down

        • Automatically moving Leads into their corresponding buckets

          Hi, I have developed a lead pipeline and created different cadences for various lead segments. After enrolling leads into their respective cadences, each lead goes through a series of follow-ups (in my case, three emails). If a lead does not respond after

        • Tracking Email Template usage

          I'd like to be able to track how many times agents/users send an email from Templates. This is so we can track their activity in relation to Campaigns in CRM. Thanks

        • Get employee id of authenticated user via API

          Hi, For adding timetracking records an employee id is required. Is there an API Route available to get the employee ID of the current authenticated user? or something like /users/me Currently using https://people.zoho.com/people/api/forms/employee/getRecords

        • Next Page