Zoho Developer Community Monthly Digest - January 2024

Zoho Developer Community Monthly Digest - January 2024



Hello everyone!

Welcome to the latest edition of the Zoho Developer Community Digest. As we begin the year with renewed vigor, we're thrilled to present a roundup of engaging discussions, valuable resources, and noteworthy community highlights from January. Dive in to stay updated on the latest developments in Zoho and join us in fostering collaboration within the developer community.

Upcoming Events

  1. Zoho Developer Hangout 13: Zoho CRM offers flexibility for businesses to tailor it precisely according to their unique requirements. However, even the best suits may need a few extra accessories. That's where Zoho Creator steps in. When integrated with Zoho CRM, it extends the platform's capabilities, allowing you to build custom applications, forms, and views, transforming them into custom tabs within the CRM interface. Think of it as the stylish pocket square that completes the look. In this session, our MVP @Anonymous User, will provide an introduction to Deluge scripting and its role in creating integrations between Zoho Creator and Zoho CRM. He will delve into the intricacies of fetching records from Creator within CRM and vice versa, as well as creating and updating records in both platforms. Click here for registration.

  2. Zoho Developer Community Bootcamp (In-Person): This has been long overdue! We're hosting our first-ever in-person developer meetup, and we're doing it right here in our home base. If you're in Chennai, you're in for a special treat. The bootcamp is designed to empower developers of all skill levels, guiding them to learn and create extensions for Zoho products. Participants also have the opportunity to potentially monetize their creations by listing them on the Zoho Marketplace. Registration and more details here.

  3. Creator 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. 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 Agriculture Industry was a success, and during the upcoming session, we'll be exploring Creator for the Real Estate Industry.

    Title: Creator For Real Estate Industry
    Date: March 7, 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

  4. 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. While the first session of the series focused on developing widgets with JS API in Zoho Creator, the upcoming session will be about using Widgets from Zoho Marketplace as Extensions in Zoho Creator.

    Title: Developing Widgets in Zoho Creator
    Date: February 15, 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

  5. Application Development Bootcamp: Application Development Bootcamp is a three-day webinar on Zoho Creator features and the application-building process. During these sessions, users get to learn how to turn their ideas into fully functional applications through live sessions and exercises. The webinars, each lasting an hour, cover sessions on ideating, structuring, developing, and managing solutions in Zoho Creator.

    Title: Application Development Bootcamp 1.0
    Date:  March 19, 20, and 21, 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

  6. Catalyst Webinar: Turn Ideas into Modern Apps with Ease using Catalyst AppSail
    Catalyst AppSail is a highly scalable platform that allows you to quickly build apps using popular programming languages such as Java, Node.js, or Python, and your favorite frameworks like Spring, SpringBoot, Flutter, Angular, Django, Flask, and many more. Tune into our webinar to gain insights on using AppSail from our in-house industry experts. Registration and more details yet.
Having hosted many meetups and events in the past, we've witnessed the value of networking, shared learning, and collaboration among the developer community members. As we look forward to 2024, an exclusive series of events is on the horizon, and we invite developers from all corners to join us. Embrace the community experience with Zoho, and let's make the most of these opportunities together. Take a moment to review the details of each event listed in this forum post and complete the form by indicating your preferred events. Feel free to select all that pique your interest – there's no need to hold back; we'll ensure you receive the invitations accordingly.

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

  • When @Federico needed help with dynamically adjusting a webhook to distinguish calls from production and sandbox environments, @Hugh Marshall and @Ishwarya SG offered three methods to accomplish this task in this discussion. 
  • When @Scholfield's code logic didn't meet his requirements of identifying accounts in Zoho CRM without any scheduled calls or calls altogether, @Ishwarya SG stepped in with a solution, offering advice on scaling it and providing a code snippet for implementation.
  • @Federico sought help in the community forum to add a "Ask for a quote" button to the Deals Detail page that opens a form to collect data. @Haiku technical support stepped in and suggested the best ways to implement this scenario effectively. Check out the conversation here.
  • Check out the code snippet shared by @Pheranda Nongpiur to fetch values from a Subform in one module and display those values for comparison in another module in Zoho CRM. 
  • Do you want to get the ID of a CRM record created using Client Script? Then this post is for you. When @Serge Piskarev was finding it difficult, @Maadhari M provided guidance with creating a record successfully and getting the ID. She also went the extra mile and suggested @Serge to use ZDK.Apps.CRM.Contacts.Models.Contacts() model, as it has more extensive features.

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.

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 sixth ZDH presenter, @Anonymous User. 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 features in the upcoming month's digest. Wishing you an amazing month ahead!

SEE ALSO




        • Recent Topics

        • Add Reporting feature to display variance/change columns when comparing periods

          When running reports to compare periods (for example, Profit and Loss comparing current year to previous), I would like to be able to display variance columns in both (a) amount or (b) percentage.

        • Link Contacts to Billed Accounts

          Hello, I want to do a survey on all my customers of 2025. For that I want to select all contacts linked to accounts who where billed in 2025. How to I create this link to I can then use Zoho Survey with this database of contacts?

        • Pre-Zoho Sales Info - Best Way to Add to Desk / CRM

          My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usually

        • CRM function REST API response format

          Is there a way to control the JSON response returned by the CRM function REST API? If I call a function using either OAuth or an API key it returns a 200 OK response with a string in the format shown below. I am using a particular feature of an external

        • Using MPN across multiple SKUs and inventory tracking

          I have several different SKU's that share a common MPN and would like to track inventory by MPN. SKU1 has MPN1 assigned SKU2 has MPN1 assigned Here is an example If I start with 5 of MPN 1 in stock I want each SKU1 and SKU2 to show as 5 in stock, If I

        • Unable to Access Application:

          Whenever I try to access my application from the desktop, say I am editing it and want to test something in the desktop environment I get: An error has occurred. An internal error has occurred. Please check the URL , or try refreshing the page I can edit

        • Evernote (ENEX) import limitations

          I have been with Evernote since 2010, but the latest price increase is ridiculous. I am currently testing Zoho Notebook as a replacement. I am impressed so far - if it were not for critical need to import legacy Evernote notes, I would 100% migrate to

        • Cannot see Application from Lookup field

          Hi all, I am trying to access data for an application on our account via a lookup field; however, the application doesn't appear in the dropdown at all. Can anyone shed any light on this, please? I have asked Zoho support; however, they're just as confused,

        • Zoho CRM Meetings Module Issues

          We have a use-case that is very common in today's world, but won't work in Zoho CRM. We have an SDR (Sales Development Rep) who makes many calls per day to Leads and Contacts, and schedules meetings for our primary Sales Reps. He does this by logging

        • Zoho Books integration sync from Zoho CRM does not work

          Hi Zoho Community & Zoho Support We just tried to get a sync some products into Zoho Books from CRM using the native sync and we're getting an error: "It looks like some mandatory fields you're trying to map are empty. Please provide valid field names

        • Disable Auto Send Email Notification in Invoice Creation

          Here is what I am facing Make payment via Razor Pay (All Good) Capture payload data on my webapp Send this data, along with other data to Zoho books to create the invoice However in this step - An email goes to the client + The Invoice remains as draft

        • P & L Sub-categorized accounts

          How can I show sub-categorized Income and Expense accounts on the P & L report?

        • Report showing Bill Details with Project and Sales Invoice Number

          Hi There, I am hoping that someone can help, I am looking for report that can show the bill and expense details along with project its as assigned to and the invoice number that the sales has been raised in. The goal is I can filter a customer/project

        • Advanced Payment for Inventory Items with serial numbers

          Hello, We sell equipment that we track the unique serial numbers on using Sales Orders. We can charge the customers an advanced payment, then the balance on delivery. We cannot figure out a way to do this in Books/Inventory: - Cannot part invoice a SO

        • Is it possible to restrict ZCRM user to see only custom views created by administrator

          I have segmented data in my CRM and I want to allow different users to be able to see only parts of it based on some criteria. I've tried to create and share a custom view, but then there is always an option for user to see all open lead for example.

        • Issues Logging into ZOHO

          Hello, one of my coworkers is having issues logging into ZOHO, she has requested a code when entering and the email is correct but she has not received the code. can you help us with this?

        • Google Fonts Integration in Pagesense Popup Editor

          Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts

        • Add Popup Rejection Metrics to Reports

          Hello Zoho PageSense Team, We would like to request improved reporting for popup interactions. Current Limitation: PageSense currently provides conversion data, but there is no clear visibility into: Popup rejections Popup closes (✕ button clicks) Dismissals

        • Ability to Reset / Reinitialize Popup Cookies

          Hello Zoho PageSense Team, We would like to request the ability to manually reset popup cookies. Current Limitation: At the moment, it is not possible to initiate a new popup cookie from the our side. Visitors who rejected or closed a popup will not see

        • Control Popup Cookie Expiration Duration

          Hello Zoho PageSense Team, We would like to request an enhancement related to popup cookie management. Current Limitation: Currently, PageSense popup cookies remain active for 365 days, and this duration cannot be modified by us. If a visitor closes or

        • Clone / Export Popup Design Across PageSense Projects

          Hello Zoho PageSense Team, We hope you’re doing well. We would like to request an enhancement that allows popup designs to be reused across different PageSense projects. Problem Statement: Currently, Zoho PageSense allows popups to be duplicated only

        • Are there settings for hyperlinks?

          Clicking a hyperlinked cell in Sheet creates this little pop-up with the actual hyperlink inside. Is it possible to have a 1-click link where if you click the cell it opens the link directly with no pop-up?

        • Automatically include all ticket attachments in the ticket resolution email

          Hello Zoho Community, We are implementing Zoho Desk in a real customer-facing production environment and have run into a limitation that is becoming a blocking requirement for our clients. The problem When a ticket is closed or resolved, Zoho Desk sends

        • Keep Zoho People Feature Requests in the Zoho People Forum

          Hello Zoho People Product Team, Greetings. We would like to submit a feature request regarding the handling of feature requests themselves, specifically for Zoho People. Issue: Feature Requests Being Moved to Zoho One Zoho People feature requests are

        • Can I write a check in Zoho Books with no associated bill?

          This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply. 

        • Finding text within a ticket: Expand All or Search this Ticket

          The auto-collapse feature within a ticket is nice for screen scrolling, however it makes it difficult to find text within the ticket if the email is collapsed. In fact you cannot find text if it is collapsed. I would like to propose a feature that allows

        • Books & Desk. Client mapping

          Hi, I’ve been using Zoho Books for several years and am now looking to improve my customer service. I'm experimenting with Zoho Desk and want to sync and map my client data from Zoho Books. However, it seems that mapping requires both contacts to have

        • String handling

          If I cut a currency string from a quote and try and paste it into the Deal "Amount", it will fail unless I manually delete any commas. Dollar signs are no problem, but comma's seem to fail. Please correct this Input Validation error.

        • Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.

          I need to be able to pick at the invoice level whether Stripe Credit Card and/or Stripe ACH payment methods are available. Currently, I'm not able to select from the two Stripe payment methods individually on an invoice. However, there are some larger

        • SKUs for Invoices, POs, etc.

          It doesn't appear that one can enable SKU display on invoices, POs, etc. This is problematic, and I don't see a good reason why this shouldn't be an option. Some of our vendors and customers use this in their system. Every other identifier code is available

        • Feature Request - Allow Customers To Pick Meeting Duration

          Hi Bookings Team, It would be great if there was an option to allow customers to pick a duration based on a max and minimum amount of time defined by me and in increments defined by me. For example, I have some slots which are available for customers

        • YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.

          YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.

        • Feature Request - A Way To Search Item Groups

          Hi Inventory Team, I can't find any way to filter or search by fields of Item Groups. It would be great to see that functionality added. I have a use case where a single product might come from 5 or more suppliers and each supplier's item is an Item in

        • Feature Reqeust - Include MPN In Selectable FIelds

          I have noticed that the MPN is not available to show in the list view of Items. Please consider adding it as EAN, UPC and ISBN are all available, so it doesn't make much sense to exclude this similar option. Thanks for considering my feedback.

        • Feature Request - Option To Hide Default System Fields on Items

          Hi Zoho Inventory Team, As far as I know it is not possible to hid some of the defult system fields on Items, such as UPC, MPN, EAN, ISBN. A good use case is that in many cases ISBN is not relevant and it would be an improved user experience if we could

        • Making an email campaign into a Template

          I used a Zoho Campaign Template to create an email. Now I want to use this email and make it a new template, but this seems to be not possible. Am I missing something?

        • Campaigns does not work!

          I am running into so many problems trying to use Zoho Campaigns, that I am seriously considering dropping the app from my (shrinking) list of Zoho applications I actually use. Apart from having to fight the software trying to create a design and email,

        • Feature Request - Make Available "Alias Name" Field In Item List View

          Hi Zoho Inventory Team, I have noticed that the "Alias Name" field does not appear on the list of selectable columns in the Customise Columns feature in the Items module. This would be very useful to see for businesses who are using the Alias Name field

        • product name field issue-n8n

          Hey guys, I have a question. I want to create a new product using the workflow. The problem is with the product name field; I don't know how to fill it in. The workflow starts with retrieving information from the leads table, retrieving links to scrape

        • How to filter Packages in zoho inventory api

          Hi Team, I want to perform some tasks in a schedular on the packages which are in "Shipped" state. I tried to use filter_by in my api call but in return I get response as {"code":-1,"message":"Given filter is not configured"} My Api request is as follows

        • Next Page