Zoho Developer Community Monthly Digest - July 2024

Zoho Developer Community Monthly Digest - July 2024



Hello everyone,

We're here again with July month's digest packed with exciting events, resources, updates, and community discussions to empower you as a Zoho developer. Dive right in!

Upcoming Events

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

Zobot Bootcamps - India

We're thrilled by the support and reception we've had so far for the Zobot Bootcamps in the first four 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!

A Glimpse of our Zobot bootcamps across cities in India

Deluge Bootcamp - Chennai

Are you looking to add a new programming language to your arsenal? Then, this bootcamp is written 'you' all over it! We're starting with our home turf—Zoho Corp office, Chennai, India. Learn the ins and outs of Deluge—Zoho's proprietary scripting language—with interesting hands-on exercises and explore how you can use it to automate your applications. Learn more and register now.

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

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 Food Industry was a success, and during the upcoming session we'll be exploring Creator for the Healthcare industry.

Title: Creator for the Healthcare industry
Date: September 5, 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

Catalyst Bootcamp: Overcome Lead Scoring Challenges with No-Code ML

Are you ready to transform your lead management? Join us to learn how to automate lead scoring and prioritization using Catalyst QuickML. Understand how to set up custom ML models, integrate lead scores into your CRM, and streamline your sales processes for maximum efficiency and improved conversion rates.

Date: August 29, 2024
Time: 8:30 pm - 9:30 pm IST or 8 AM - 9AM PT - 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 newly revamped Zoho Developer Community website to stay informed about the latest updates in the developer community.

Community Discussions

Zoho Developer Forum

  • Want to create a custom function in Zoho CRM that allows one Quotation to be associated with multiple sales orders? Check out the code snippet shared by @Ishwarya SG that does the trick.
  • Stuck refreshing the API access tokens? This forum thread cracks the code on "invalid_code" errors. Learn to identify the culprit and follow the steps (with handy documentation links!) to keep your connection running smoothly.
  • @Haiku Technical Support uncovered a bug with ZDK.Client.navigateTo(). Zoho acknowledged the issue and swiftly rolled out a fix across all data centers. Join the conversation to learn how this community member's diligence led to a smoother CRM experience for everyone! 

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.
  • Our community members' (@Nagarajan M, @Rafiullah Nikzad@Pranit) Deluge expertise came in handy when @Anjani wanted help in creating a custom function in Zoho Books. Check out their solutions here.
  • @Eric Chrobak, one of our consistent community contributors, needed a solution to validate a subform data in CRM via mobile app, for the sales team to use on the field. Before the community came up with answers, in true Eric fashion, he found a solution and shared it with everyone. This truly embodies the spirit of growing together with the community. Please check out his requirement and the solution here. If you have an alternative solution, feel free to share it in the same thread to benefit the community.
  • When @SYED was trying to figure out a solution to get related records list through a custom function, @Mike - caretgrowth.com pitched in with two methods with its pros and cons.
  • This is a classic case of how one can utilize the power of community. As Sharan sought for solutions to address the 'run time error' in Deluge, @John Pia@Mike - caretgrowth.com, and @Eric Chrobak shared their tips and best practices. If you are using Zoho Deluge, please set aside a few minutes to understand these solutions. If you have a better alternative, go ahead and share yours in the same thread.

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 @Damien Cregan - bccloudtech.com. 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

        • Est-il possible d'annuler l'envoi d'un mail automatique ?

          Bonjour, Lorsque je refuse un candidat, il reçois un mail dans les 24h pour l'informer que sa candidature n'est pas retenue. J'ai rejeté un candidat par erreur. Savez-vous s'il possible d'annuler l'envoi de ce mail ? Merci d'avance pour votre aide.
        • Is it possible to hide fields in a Subform?

          Since layout rules cannot be used with Subforms, is there another way, or is it even possible, to hide fields in a subform based on a picklist fields within said subform? For example, if the Service Provided is Internet, then I do not want to see the
        • New in Cadences: Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria

          Managing follow-ups effectively involves understanding the appropriate timing for reaching out, as well as knowing when to take a break and resume later, or deciding if it's necessary to start the follow-up process anew. With two significant enhancements
        • embed a form in an email

          Hello, how to embed a form in an email that populates Zoho CRM cases? I would like to send emails to a selected audience offering something. In the same email the recipients - if interested - instead of replying to can fill in a Zoho CRM form that creates
        • Systematic SPF alignment issues with Zoho subdomains

          Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due
        • Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

          Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's
        • Zoho Bookings - Reserve with Google

          Does Zoho Bookings plan to to integrate with Reserve with Google?
        • How to add Zoho demo site page designs to my Zoho Sites website

          Hi, I would like to add the design from the following demo URLs into my current Zoho website. I have already created two new pages on my site, named “Menu2” and “Menu3.” For the “Menu2” page, I want to use the design from this demo: https://naturestjuice-demo.zohosites.com/menu
        • Digest Août - Un résumé de ce qui s'est passé le mois dernier sur Community

          Bonjour chère communauté ! Voici le résumé tant attendu de tout ce qui a marqué Zoho le mois dernier : contenus utiles, échanges inspirants et moments forts. 🎉 Découvrez Zoho Backstage 3.0 : une version repensée pour offrir encore plus de flexibilité,
        • Zoho Books - Include Payment Terms as a Custom View filter

          It would be great if you could created a custom view based on Payment Terms. This would be really handy for seeing a list of customers who have credit terms. A workaround is not required. I could do something with a creditor checkbox, but it would be
        • Global Sets for Multi-Select pick lists

          When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
        • Text snippet

          There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that
        • Kaizen #206 - Answering your Questions | Displaying Related Purchase Orders from Zoho Books in CRM Deals using Queries

          Hello everyone! We're back with another post in the Kaizen series. We're grateful for the feedback we received from all of you! One of the questions we received was "I would like to see the list of Purchase Orders in Zoho Books for a Deal in CRM." We
        • Add Analytics function for Title case (capitalising each word in a string)

          At present, you can only capitalise each word in a string in Analytics during data import. It would be really useful to be able to do this with a formula column, but there is no Title Case function.
        • How to conditionally embed an own internal widget with parameters in an html snippet?

          Hello everyone, I'm trying to create a dynamic view in a page using an HTML snippet. The goal is to display different content based on a URL parameter (input.step). I have successfully managed to conditionally display different forms using the following
        • Introducing AI-powered Assessments & Zoho's native LLM, Zia

          We’ve shipped a cleaner, faster way to create assessments in Zoho Recruit. 🚀 Instead of manually building question banks or copying old templates, you can now generate ready-to-use assessments in just a few clicks, all tailored to the role you’re hiring
        • Sync more than one Workdrive

          Hello Please I'm facing some difficulties since some days. In my company we have many zoho accounts in different organisations. And I have to find a way to sync all these Workdrives. I spend many hours to search it on zoho Workdrive but no solution. Could someone help me ? Any idea how I can achieve it ? Thanks in advance. Regards
        • Cannot update Recurring_Activity on Tasks – RRULE not accepted

          Hello, I am trying to update Tasks in Zoho CRM to make them recurring yearly, but I cannot find the correct recurrence pattern or way to update the Recurring_Activity field via API or Deluge. I have tried: Sending a string like "RRULE:FREQ=YEARLY;INTERVAL=1"
        • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

          I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very
        • Unable to enable tax checkboxes

          Hi Zoho Commerce Support, I'm writing to report an issue I'm having with the tax settings in my Zoho Commerce store. I've created several tax rates under Settings > Taxes, but all of them appear with the checkbox disabled. When I try to enable a checkbox,
        • Zoho Projects app update: Voice notes for Tasks and Bugs module

          Hello everyone! In the latest version(v3.9.37) of the Zoho Projects Android app update, we have introduced voice notes for the Tasks and Bugs module. The voice notes can be added as an attachment or can be transcribed into text. Recording and attaching
        • Search Records returning different values than actually present

          Hey! I have this following line in my deluge script: accountSearch = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:" + rsid + ")",1,200,{"cvid":864868001088693817}); info "Account search size: " + accountSearch.size(); listOfAccounts = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:"
        • Making digital signatures accessible to all: Introducing accessibility controls in Zoho Sign

          Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will go
        • Super Admin Access to All Courses and Spaces in Zoho Learn

          Dear Zoho Learn Team, We hope this message finds you well. We are using Zoho Learn extensively for internal and agent training. While managing our courses and spaces, we encountered a significant limitation regarding admin access and course management.
        • Updating Subform Record from other Form

          Just wanted to ask how to properly approach this. I have 2 forms and would like to trigger an auto update on the subform once record submitted. block below only updates 1 row for each recordRow in input.AV_System { AssetRecord = Site_Asset_Services[SOR_No
        • Print checks for owner's draw

          Hi.  Can I use Zoho check printing for draws to Owner's Equity?  This may be a specific case of the missing Pay expenses via Check feature.  If it's not available, are there plans to add this feature?
        • Introducing Profile Summary: Faster Candidate Insights with Zia

          We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring
        • [New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

          [Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call
        • Revenue Management: #10 Common Mistakes while Recognizing Revenue

          We are at the end of the series on Revenue Management, covering how different businesses recognise revenue. Even with clear standards like ASC 606 and IFRS 15 in practice, businesses often struggle with the nuances of revenue recognition. Especially growing
        • Zoho Projects MCP Feedback

          I've started using the MCP connector with Zoho Projects, and the features that exist really do work quite well - I feel this is going to be a major update to the Zoho Ecosystem. In projects a major missing feature is the ability to manage, (especially
        • Windows Desktop App - request to add minimization/startup options

          Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus
        • integarting attachments from crm to creator

          when i tried to integrate pdf attachments from crm to creator via deluge i am getting this error {"code":2945,"description":"UPLOAD_RULE_NOT_CONFIGURED"} the code i used is attachments = zoho.crm.getRelatedRecords("Attachments","Sales_Orders",203489100020279XXX8);
        • Product details removed during update from other system

          We maintain our product details in an other system. These details are synchronized with Zoho at the end of each day, through an API. This has worked perfectly sofar. But last Monday, all product codes and some other product data have been wiped during
        • Search Option

          🚫 Current Limitation: As of now (September 2025), Zoho FSM lacks a global search functionality, which makes it difficult to quickly: Find specific Work Orders by number or keyword Search for customer records or contact info Locate assets, jobs, or service
        • Mobile Chat Window - Full Screen

          Hello, The mobile chat window takes up the full screen, which is highly confusing for most customers! Using a desktop machine, I see the same happens when reducing the browser width to 800px or below. This suggests that it responsive web design, causing the switch to full screen. Can we fix this very annoying behaviour ourselves using a custom css file? If so, can you please let me know how? Thanks
        • Is it possible to customize ZC Themes?

          I understand you can choose a layout and customize Brand Color, App Header, Menu, and Sub-Menu components, but can you override some of the default theme settings with CSS or a config file? For example, - Table highlight color - Listview auto filter highlight
        • Is it possible to create Custom function-based Lookup field in Zoho CRM

          Is it possible to create a custom function-based lookup field in Zoho CRM? If so, how? Use case: Need to fetch users from Zoho Projects into a dropdown field in Zoho CRM.
        • @mention in comments no notification

          Hi, hope someone can help. When we @mention someone in the comments in Zoho Creator, how is that user notifed as we don't get anything on email or in the app notifications. 
        • Add "Running Balance" column to Account Transaction Reports

          Hello, Currently Zoho Account Transaction Reports give you the opening balance, then lists the transactions, then provides the closing balance.  It would be great if you could add a column on the far right that shows the "Running Balance" on the account after each transaction.  There are many times when analyzing or tie-ing out transactions that this would be very helpful.  I currently have to frequently run a tape on my adding machine to get balance totals after a specific transaction on the list.
        • Unified customer portal login

          As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that
        • Next Page