Zoho Developer Community Monthly Digest - June 2024

Zoho Developer Community Monthly Digest - June 2024



Hello everyone,

This month's Developer Community Digest is packed with everything you need to stay on top of your game! We've got a lineup of events you won't want to miss, valuable resources, important updates, and a glimpse into what's buzzing in the community.

Upcoming Events

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

Zobot Bootcamps - India

We're excited to announce a line-up of Zoho Developer Community Bootcamps in India. These bootcamps 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. 

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 APIs 

In this series, you will learn about OAuth2.0 authorization used by Zoho CRM APIs, CRUD operations for retrieving, creating, updating, and deleting records, efficient search/query methods, data synchronization techniques for consistency across platforms, and working with SDKs for seamless integration of Zoho CRM functionality into applications. In the upcoming session scheduled for June 26, we'll be covering Bulk Read API, Notification API and Data syncRegistration 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

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. The recently concluded session focused on customizing and rebranding mobile applications in Zoho Creator, while the upcoming session is about the recent product release updates in Zoho Creator where we will showcase a few key feature releases in Zoho Creator.

Title: Zoho Creator - Product Release Updates - Part 1
Date: July 11, 2024
Title: Mobile SDK in Zoho Creator for iOS
Date: June 20, 2024
The registration links given below are common for both the sessions 
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

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 Professional services Industry was a success, and during the upcoming session we'll be exploring Creator for the food industry.

Title: Creator for the Food Industry
Date: August 1, 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 : Build a sales report generator using Python in AppSail

Catalyst AppSail is a one-stop solution you need to turn your ideas into modern apps at lightning speed.  Join our bootcamp to build a sales report generator using Python in AppSail. Discover how to harness AppSail's powerful serverless environment to create dynamic sales reports. Gain hands-on experience with code examples and best practices, and learn how to scale your applications seamlessly.

Date: July 25, 2024
Time: 8:30 pm to 9:30 pm IST | 8 AM - 9AM PT - Registration link

Zoho QEngine

The training program spans for three days, with each day featuring three 4-hour sessions where we'll delve into the features of the QEngine platform, as well as its cross-platform testing capabilities. The key focus of this session is to enhance understanding of how to leverage QEngine for efficient application testing, particularly through automation. Attendees will gain comprehensive insights into both automation and manual testing approaches, equipping them with valuable expertise in testing methodologies.

APAC & EMEA: July 15-17, 2024 | 9 AM to 1 PM BST - Registration Link
Americas: July 22-24, 2024 | 9 AM to 1 PM PDT - 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 Corner

Not only did they create the implementations and showcase them, they've also shared it with the entire developer community and extended a hand to anyone who needs help with the implementation. Now that deserves a round of applause!

Community Discussions

Zoho Developer Forum

  • Don't miss @Rodger's ingenious approach to automating file management with Zoho WorkDrive and Zoho CRM! His latest post offers a step-by-step guide with code snippets, allowing you to simplify workflows for a more efficient CRM experience.
  • Our MVP @Kevin Flynn's post discusses how to enhance quote creation in Zoho CRM by using client scripts instead of Deluge. He introduces a custom module for Product Packages to streamline the selection and inclusion of bundled products with accurate pricing and details. This method not only speeds up the quoting process but also ensures accuracy in applying promotions and discounts, improving sales efficiency for sales reps handling complex product bundles.
  • Check out the suggestions given by our power users @James and @Andres when @Yasser sought advice on adding custom text to a related list in Zoho CRM's Deals module. While Deluge functions were a starting point, the discussion shifted to widget-based options like Flyout Widgets and Kiosk Studio for a more flexible and dynamic approach to managing scripts.
  • @Alex needed to use a single custom function across multiple schedules in Zoho CRM for sending reports at different times. The community came to his aid advising him to schedule functions more frequently and using Zoho's REST API. Head over to the discussion and see which solution did the trick!

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.
  • Are you looking for dashboard templates? Our power users from the Zoho Developer Community have plenty of suggestions. This thread helps you understand the options. If you've got your own, go ahead and share them with the community!
  • To a developer, there's only a few things as interesting as processing invaluable data with a powerful data-processing tool. Check out this conversation which started when Richard needed help with updating organization variables in Zoho CRM, using a widget in Javascript.
  • Zoho's inter-product integrations are known for being as easy as copy-paste, but things can get a little complicated when powerful features such as multi-select lookup fields and integration tasks enter the scene. Thankfully, when Jorge needed a hand with the same, Buddy was ready to help!
  • Working on subforms in CRM can be tricky and even time-consuming, especially when creating records. Check out this noteworthy conversation, which included not just more than one way to simplify the process, but also pitfalls to be avoided on the way!
  • If you still need convincing that the Zoho Developer Community is home to a Zoho user-cum-developer, check this conversation out. Members of the community come forward with different solutions that worked for them when Mohamed needed help to create a dashboard.

Community Spotlight

ZDH Speakers

As a continuation of featuring a ZDH presenter each month, this time, we are delighted to introduce the 12th episode presenter @Tasha Willows-Staples. 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

        • Why Sharing Rules do Not support relative date comparison???

          I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static
        • Workflow rule only allows 10 workflow per module

          Apparently a Zoho professional edition only allows 10 workflow rules per module. This makes workflow allocation literally impossible while allocating potential to different members of the team. I have 15 licenses. Is there a way in which related alerts can be varied? In other words, is it possible to have different related alerts be triggered with different rule criteria. so if I say, if potential is 'x' then trigger related alert 'x' and if potential is 'y' then trigger related alert 'y' Thanks,
        • IF Statement in Zoho CRM Formula Field

          Hi, I am attempting to write a formula field that will give me one result if one statement AND another statement are true, then a different value if the first statement AND a different statement are true, else 0. Stated differently: if account = destination
        • CRM Percent custom fields: When will it show the % symbol and behave like %?

          1. Actually Percent custom fields fail to show the % symbol. 2. When in formulas Percent fields work like number: 100 x 5% = 5 ideal world 100 x 5% = 500 what happens actually 3. When importing Percent fields the % symbol has to be removed and the data
        • Editing the Ticket Properties column

          This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this
        • "Total Hours" on Employee Attendance Report

          I'm learning that in Zoho jargon, "total hours" does not include paid breaks. Or at least not the way that my setup is working. That seems a little weird to me, since most jurisdictions in the US don't differentiate between time spent on paid break and
        • Fixed assets in Zoho One?

          Hi, We use Zoho Books and have the fixed asset option in it. I started a trial for Zoho One and I do not see that as an option. Is the books that is part of zoho one equivalent to Zoho Books Elite subscription or is it a lesser version? Thanks, Matt
        • Integration with...

          Dear Zoho Commerce team, Please could you consider the integration within Zoho Commerce / Inventory and Qapla'? (https://www.qapla.it/en/) This app is better than Aftership in many ways: - Aftership integration require PRO plan and price start from more
        • Generate leads from instagram

          hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead
        • Adding Markdown text using Zoho Desk API into the Knowledge Base

          Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality
        • Create case via email

          Good Afternoon, I have just registered and am taking a look around the system. Is it possible to create a case via email.  I.e. an employee/client/supplier emails a certain address and that auto generates the case which then prompts a member of staff
        • Need a Universal Search Option in Zohobooks

          Hello Zoho, Need a Universal Search Option in Zohobooks to search across all transactions in our books of accounts. Please do the needful Thanks
        • Locked Notebook

          Hi, I hadn't used my Notebook in some time and was refamiliarizing myself with it. I clicked a lock icon and now I can't unlock. When I hit the information or unlock icons I'm taken to a page with the notebook icon and a keyboard. When I type, nothing
        • Hide fields only for creation

          Hello, I'd like to hide some fields only during the creation of a contact in Zoho CRM. In fact I have some fields that are automatically calculated thanks to an automation, so when my users create a contact I don't want them to fill those fields. I know
        • Issues with Zoho Sheet in Mac

          I have downloaded the Zoho App from App Store but It is failing to Save As, Open & Download Operations. App Store
        • Weekly Sales Summary

          Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generated
        • OpenAPI Specs are just plain wrong

          The provided yml files for generating the OpenAPI specs are absolutely riddled with errors and inconsistencies. From missing fields on the objects, to just incorrectly named resource objects. I'm having to go through and manually changing the spec to
        • Add Account column to Invoice screen

          Please show the account column on Invoice creation screen. It is an unnecessary step to have to click add additional info and then select the account for line item. Example : on the bill creation screen when entering description we can easily code it against an account. On the invoice screen it requires additional click. Adding the column on the Invoice screen will make it faster to enter transactions. We currently have 5-6 different accounts that we code line items against, You can imagine the extra
        • Custom Footer – Zoho Writer Document

          Hello everyone, I’m having an issue adding a custom footer in a Zoho Writer document. I would like to insert my company information (including a logo + address) in the footer. The problem is that when I add these elements, the main content of my pages
        • Report grouping

          I have added a grouping in a report but it is not working how i had expected. I wanted to group a summary on a field named Size but when i add the grouping the report is still showing me each record and making a summary at the bottom of the report. What
        • Social Media Simplified with Zoho Social: Preview your Instagram grid before posting

          For a platform like Instagram that relies on visual appeal, it's important that you plan your image and video content in a way that holds your audience's attention. Planning your grid ahead of time gives you the benefit of understanding how your posts
        • Error code 1000

          Can you please tell me why the following, occasionally causes this error via the api, not every time ?... zoho.books.updateRecord("salesorders",organizationID,salesorderID,{"template_id":"#################069","custom_fields":[{"label":"DelDate","value":"Tuesday,
        • VAT rates - exempt and out of scope

          Good Evening, UK based company here. I am a bit confused in respect of setting up VAT rates for exempt goods and services; at present I am simply leaving the VAT rate blank in the transactions in order to prevent any VAT appearing in the VAT return. When
        • How to loop through Multiple Upload and Display Actual File Name

          I have been reading the help on the File Upload Control and reviewed the Deluge help on files and I can not figure out how to loop through the uploaded files and do anything but get the automatically created file names. The code below will run but each
        • abou arattai

          I want to use the Arattai app for business purposes, so please convert my account to a business account.I have my own invoice app, and I want to link it with the Arattai app for direct messaging.
        • vendors / customers with 2 different address and gst no

          Why can't we have option for more than one address and depending on the state option for more than 1 GST no. ? We have customers / vendors PAN india with different addresses and GST no. for different states.
        • Configurable Zoho Cliq Notifications for Zoho People Alerts

          Hello Zoho People Product Team, Greetings and hope you are doing well. We would like to request an enhancement to Zoho People notifications, enabling a native delivery via Zoho Cliq with admin-level control, similar to the notification settings available
        • Looking back at Zoho Calendar in 2025

          Hello Zoho Calendar Community, As we step into a brand-new year, we’d like to take a moment to thank you for being an active and valued part of the Zoho Calendar community. Your trust, feedback, and continued engagement motivate us to keep evolving and
        • There was an error while connecting to GSTN

          I am trying to file GSTR1. Everything flows smoothly until I reach the final step of filing the return. After I enter the PAN and OTP for filing it raises the error "There was an error while connecting to GSTN"
        • Zoho Books Extension: What Happens If Custom Fields Already Exist?

          When developing Zoho Books extensions, what happens if the target Zoho Books organization already has a custom field with the same API name as one defined in the extension? I’m asking because we originally created an on-Books version of this functionality,
        • Internal Server Error (500) When Attempting to View Banking Transactions

          I am experiencing an Internal Server Error (500) when attempting to view transactions across all of my banking accounts. Despite multiple attempts to resolve this, I have received little more than runaround from support, and the issue remains unresolved.
        • How do I add a blank line to the Organisation Address Format?

          I'd like to have my VAT number, for example, shown prominently by having a clear gap between it and the address block above, but any blank lines in the address format get ignored in PDF outputs.
        • Automatic Invoice Number generation for createRecord

          Hello, while testing some custom Buttons in my Zoho Books application, I noticed that I get an error that previously did not occur. After some further digging I found that the automatic transaction numbering of invoices no longer work in my organization.
        • Adding number of days to an estimate.

          I need both QTY of item and "number of days hire" in my estimates at the line item level. Any clues as to how this is done would be greatly appreciated. It needs to calculate. Thanks J
        • Books Api: listing expenses created after certain dates

          Is there any parameter I can add to the List Expenses endpoint that will let me look up expenses by when they were created?
        • Why can't we change the Account type from an Expense to an Asset?

          Like the question. Why in QuickBooks for example if I mistakenly created an account as an expenses and I already captured information in those accounts, I can just change the account type from expense to asset
        • Is it possible to do validation for the Actions added to Reports?

          We have an all-around On Validate function that checks all the possibilities before the Created/Edited form submissions. We want to have a button in the report view, so we can change records without entering. We are able to add this button, and it does
        • Ability to Edit Ticket Subject when Splitting a Ticket

          Often someone will make an additional or new request within an existing ticket that requires we split the ticket. The annoying part is that the new ticket maintains the subject of the original ticket after the split so when the new ticket email notification
        • [Free Webinar] Environments in Zoho Creator - Creator Tech Connect

          Hello Everyone, We’re delighted to kick off the 2026 edition of the Zoho Creator Tech Connect Series and are excited to continue this learning journey with you. The Creator Tech Connect series is a free monthly webinar featuring deep-dive technical sessions
        • Zoho Voice API SMS

          I made a post request in Zapier to try to send an SMS. Authentication appears to be configured correctly. I followed the documentation and I'm getting a 400 Error "Internal Server Error". Not helpful at all. Anyways, I could not find any information on
        • Next Page