Zoho Developer Community Monthly Digest - May 2024

Zoho Developer Community Monthly Digest - May 2024



Hello everyone,

Welcome to the May edition of the Zoho Developer Community Digest. Let's explore the upcoming events, valuable resources, and insightful community discussions. Dive in for a dose of inspiration and stay connected with the latest updates!

May Highlights

eSignatures with Zoho Sign

Discover how to create legally binding documents and seamlessly integrate Zoho Sign into your website or mobile application using Zoho Sign APIs and SDKs in this blog. In the recently concluded developer community meetup, we discussed the importance of integrating a digital signature solution into your website, along with a product walkthrough of Zoho Sign, and how to utilize Zoho Sign's APIs effectively. Watch the recording here.

Zoho QEngine 101 - Web Application Testing

Did you know that Zoho QEngine can help also test web applications built with HTML, CSS, JavaScript, etc.? In the third session of this series, we explored how Zoho QEngine can help test various use cases on web applications and ensure they function as intended. Watch the recording here.

Extensions for Zoho Finance Suite - Zoho Books Developer Platform

In this session, our product expert discusses the need for Extensions, walks through Zoho Marketplace, takes a quick peek into Zoho Developer Console, introduces Sigma—Zoho's Extension development platform, and briefly outlines the components available in the Zoho Books developer portal for building extensions. To know more, watch the recording here.

Upcoming Events

To stay on top of the upcoming developer community events, keep an eye on this page
  1. Zoho Apptics 101: In this series starting June 11, 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.

  2. 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.

  3. 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 sync. Registration and more details here.

  4. Zoho QEngine 101: This series aims to enable attendees to create test cases from scratch, manage them under modules, and execute them for three different platforms—web, mobile, and API—using Zoho QEngine. With four sessions already completed, our focus will now shift to API testing in the upcoming session slated for July 9. Click here to register.

  5. 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.

  6. Creator Tech Connect Series: This series comprises 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 conducting a three-month series on mobile applications in Zoho Creator. The recently concluded session focused on rebranding mobile applications in Zoho Creator, and the upcoming session in the series will be about Mobile SDK in Zoho Creator, where we will showcase the different libraries for customizing your Android/iOS mobile application.

    Title: Mobile SDK in Zoho Creator for Android
    Date: June 13, 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

  7. 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 Manufacturing Industry was a success, and in the upcoming session, we'll be exploring Creator for Professional Services.

    Title: Creator for Professional Services
    Date: July 4, 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

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

This section covers the contributions from the developers in the community

Community Discussions

Zoho Developer Forum

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.
  • Widgets are used in various Zoho products and can be extremely useful. But creating them could get tricky at times. @Pavithra and @Will faced issues during the process, but help was swift to arrive! Check out their conversations here and here, respectively! If you'd like to know more about Widgets and its API, check out the upcoming session of the Zoho Extensions 101: Finance Suite series exclusively dedicated to Widgets.
  • Popups are a critical UI element, not just to display errors, but also for a multitude of other purposes. See how the community came to the aid of @Pavithra when she needed help with displaying data in a pop-up in this conversation. If you'd like to learn more, make sure to register for the upcoming Zoho CRM: Client Script series.
  • To balance the ever-increasing load of API calls, limits need to be put in place. This requires implementing workarounds to ensure that code and apps work seamlessly. Rahul needed help in adding a delay between consecutive API calls to ensure projects are created without hitting the API limit. As always, the community came through with solutions.
  • Sometimes, API responses need to be limited to ensure quicker responses, and in turn, smoother applications. What if a specific requirement demands fetching all the records? @Ibrahime seeked the community's help with the such a scenario, and a working solution was found. Check it out here!

Community Spotlight

ZDH Speakers

The contributions of our ZDH presenters have been instrumental in the success of 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 11th episode presenters @Ram Adarasupally and our MVP @Bhoomi Joshi. 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 featured in the upcoming month's digest. Wishing you an amazing month ahead!


SEE ALSO





        • Recent Topics

        • Announcing new features in Trident for Mac (1.32.0)

          Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to reinforce email security and protect your inbox from evolving threats. Let’s take a quick look at what’s new. Deliver quarantined emails. Organization admins
        • Marketing Tip #5: Improve store speed with optimized images

          Slow-loading websites can turn visitors away. One of the biggest culprits? Large, uncompressed images. By optimizing your images, your store loads faster and creates a smoother shopping experience leading to higher sales. It also indirectly improves SEO.
        • SMS to customers from within Bigin

          Hi All, Is there anyone else crying out for Bigin SMS capability to send an SMS to customers directly from the Bigin interface? We have inbuilt telephony already with call recordings which works well. What's lacking is the ability to send and receive
        • Admins cannot see each others' Scheduled Reports?!

          Very frustrating that as an admin I cannot see what my reports my fellow admins have created and scheduled.  After asking about this on the help chat, I was told the issue is trust and security.  By giving someone Admin status, it means we trust them with those responsibilities. Please change this, it is not a good process to have to bother other users to change a report or change users within a report.
        • Writer update results in BitDefender blocking it as malware

          After updating Writer to latest update, Bitdefender blocked the app and writer no longer runs.
        • Missing Import Options

          Hello, do I miss something or is there no space import option inside of this application? In ClickUp, you can import from every common application. We don't want to go through every page and export them one by one. That wastes time. We want to centralize
        • Zoho CRM Portal Field Level Permission Issue

          Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for
        • Custom Fonts in Zoho CRM Template Builder

          Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
        • Collaboration with customers made easy with Zoom Meeting and Zoho Desk integration

          Hello everyone! We are happy to announce that you can now integrate your Zoho Desk account with Zoom Meeting. The integration bridges the gap between digital communication and human connection, empowering teams to deliver timely support when it matters
        • CRM Canvas - Upload Attachments

          I am in the process of changing my screens to Canvas.  On one screen, I have tabs with related lists, one of which is attachments.  There doesn't appear to be a way to upload documents though.  Am I missing something really obvious?  Does anyone have
        • TrueSync regularly filling up my local disk

          Seems that WorkDrive's TrueSync randomly starts filling up my local hard drive space. None of the folders have been set as "Make Offline" but still it seems to randomly start making file offline. The settings of the app is so minimal and is of no real
        • Kaizen #194 : Trigger Client Script via Custom buttons

          Hello everyone! Welcome back to another interesting and useful Kaizen post. We know that Client Scripts can be triggered with Canvas buttons and we discussed this with a use case in Kaizen#180. Today, let us discuss how to trigger Client Script when a
        • Picklist field shows "none" as default

          Hello, Is there an option to avoid showing "none" as the default value in a picklist field? I also don't want to see any option displayed. My expectation is to have a blank bar, and then when I display the drop-down list, I can choose whichever I wa
        • Stage-probability mapping feature in custom module

          Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?
        • Field Description is very small

          Hello, The field Description in the activity is very small. Why don't try open a new window, or a bigger popup, or increase the width of the "popup". Example:
        • StatusIQ

          Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten
        • In Zoho People, the Operations buttons are frequently not visible or do not appear consistently.

          In Zoho People, the Operations buttons are frequently not visible or do not appear consistently. We request you to please investigate and address this issue, as it is affecting daily HR operations and user access.
        • Marketing Tip #14: Increase cart value with product bundles

          Bundling products is a great way to increase average order value while giving customers more convenience. Think “camera + tripod + memory card” or “soap + lotion + bath salts.” Bundles make shopping easier and feel like a better deal. It’s a win-win for
        • Problem with Workdrive folders

          I'm having a problem a problem accessing files in a Zoho work drive folder when using the Zoho writer app. The problem folder appears grayed out in the Zoho work drive window in both the online and writer application. However I can open the folder in
        • Pre-orders at Zoho Commerce

          We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery will
        • Can multiple agents be assigned to one ticket on purpose?

          Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently
        • Edit default "We are here to help you" text in chat SalesIQ widget

          Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!
        • Feature Request: Sync Leave Tracker to Zoho Mail / Calendar or provide option to download information

          Zoho Leave Tracker offers the option to sync the leave Calendar to Microsoft 365 and Google Calendar. Adding an option to sync to Zoho-Mail Calendar would avoid duplication and add significant value for users. An alternative would be to allow users to
        • Compensation | Salary Packages - Hourly Wage Needed

          The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.
        • Multiple currencies - doesn’t seem to work for site visitors / customers

          I am trying to understand how the multiple currency feature works from the perspective of the website visitor who is shopping on my Zoho Commerce site. My site’s base currency is US Dollars (USD) but my store is for customers in Costa Rica and I would
        • Archiving Contacts

          How do I archive a list of contacts, or individual contacts?
        • How do people handle using Outlook and Zoho Project calendar at the same time?

          We have an ongoing problem in our organisation where we use Zoho Projects to plan all of our projects tasks and that also allows us to look forward using the workload report to see which of our consultants are overstretched etc and which are available.
        • 10GB Email Storage Limits in Zoho CRM

          We’ve had Zoho One for almost 5 years and have always synced our emails from Gmail via IMAP… As of late, we’ve run into issues with our emails not syncing, due to being over the 10GB storage cap… What’s very odd is that we haven’t changed a thing? I know
        • How to set page defaults in zoho writer?

          hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the document
        • Enable History Tracking for Picklist Values Not Available

          When I create a custom picklist field in Deals, the "Enable History Tracking for Picklist Values" option is not available in the Edit Properties area of the picklist. When I create a picklist in any other Module, that option is available. Is there a specific reason why this isn't available for fields in the Deals Module?
        • Vault crashes on Android Devices

          Vault is continuously closing after entering the master password on my Android device. After several attempts I get a system message that says there is a bug in the app. I've uninstalled and reinstalled the app, and cleared the app cache, but nothing
        • ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes?

          ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes? La razón por la cual contraseña estas no deben caducar es porque su actualización depende de mi cliente y no de mí.
        • Camera access

          My picture doesn't appear in a group discussion. (The audio is fine.) The guide says "Click the lock icon on address bar," but I can't find it. Advise, please
        • Are static links available

          I'm still using Zoho Meeting in trial mode. My previous webinar software provided a static link, and I made the mistaken assumption that I could send out my link and start a meeting later. Mass confusion, but my fault. With a paid version do you get a
        • Why is Zoho Meeting quality so poor?

          I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on
        • Integration between "Zoho Sprints Stories" and "Zoho Projects Tasks/Subtasks"

          We have two separate teams in our organization using Zoho for project management: The Development team uses Zoho Sprints and follows Agile/Scrum methodology. The Infrastructure team uses Zoho Projects for traditional task-based project management. In
        • Where can we specify custom CSS in Zoho Forms custom theme ?

          I'm using a form with a dark theme. The OTP popup window is unreadable, because for some reason, the OTP popup background fixes color to white, but still takes the font color specified in the custom theme. This ends up as white on white for me, rendering
        • Team Gamification

          Would love to motivate, engage and encourage our team with our social media posts. Would like to include Gamification features of Social Media in Zoho Social or Marketing Automation. And also bring in Social Advocacy tools/tracking/management to these,
        • Sync Data from MA to CRM

          Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a
        • Update CRM record action

          Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM module
        • Next Page