Zoho Developer Community Monthly Digest - October 2023

Zoho Developer Community Monthly Digest - October 2023



Hello everyone!

Welcome to the spooktacular October edition of the Zoho Developer Community Digest. October is a month when technology and cybersecurity awareness take center stage, as it is globally recognized as Cybersecurity Awareness Month. It's a time when developers don their virtual capes, not only to embrace the eerie vibes of Halloween but also to stand guard against ghoulish hackers. We'll be exploring how to stay safe in the digital realm and unveil some exciting updates in the developer world at Zoho. Let's get down to business!

Techtober Highlights

Cybersecurity Awareness Month

With the emergence of a multitude of cyber threats, it's paramount to reinforce the importance of cyber safety and decipher the malicious threats and vulnerabilities. Zoho's dedication to data security and privacy is widely known. To uphold this commitment, Zoho participated in the Cybersecurity Awareness Month campaign. Read through this blog to understand the history of Cybersecurity Awareness Month, Zoho's theme this year, and how to leverage tools and practices to improve online security.

Zoho Developer Hangout - Episode 10

In this episode, our community member @Anonymous User, CRM Engineer at Vaspian, offers insights on developing maintainable applications, and imparts a great deal of  knowledge from his experiences in handling errors in Deluge. He goes on to talk about different scenarios where tools like Zoho Catalyst, GCP, AWS, and other serverless functions come in handy, and their effective utilization for different business use cases. 

Zoho QEngine

We're thrilled to introduce a test automation software to run your entire testing lifecycle. Check out what's in store for developers and quality teams as the beta version of Zoho QEngine is now open to public. 

Catalyst 2.0

The all-new Catalyst brings you a host of services that are designed to fuel your ideas and accelerate your app development. From powerful AI/ML tools, to browser automation, to seamless application hosting, there's a solution for your every need. Read more about it here.
​
Zoho Cliq 5.0

An enterprise-ready and AI-driven solution designed to make your communication smarter and more efficient. Cliq 5.0 is tailored for enterprises with advanced AI features to make work effortless including additional features for smarter meetings, and a revamped developer platform. Check out what's new here.

Upcoming Events

Here are the exciting events lined up for the community in the coming weeks:
  1. Zoho Cliq for Developers 101: In this season's Developers 101 series, we're focusing on Zoho Cliq developer platform. This is a three-part series, curated to provide a comprehensive understanding of the various Cliq Platform components, such as slash commands, bots, widgets, and more. Beyond that, it elucidates specific business problems these features address. For registration and more details, click here.

  2. Zoho Developer Hangout 11: In this episode, Zoho MVP @Bhoomi Joshi and her teammate @Ram Adarasupally, are set to share their take on the significance of custom portals, integration of Zoho applications with third-party web portals, and the technology stack involved in the underlying architecture. They will also review the business process of a custom portal in a demo that focuses on banking integrations and custom API. Register here and know more.

  3. Extensions 101 (continued): The first five sessions of this series provided an overview of several key features within the Sigma platform, such as building extensions, authentication mechanisms, authorization methods, and creating widgets. The next two sessions in this series will focus on an authentication mechanism and its relevant authorization approach for integrating Zoho CRM with other applications. Register here to participate in this exciting series.

  4. Creator Tech Connect Series: 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. Click here for more information. 

    Date: November 16th, 2023

    Topic: Catchup and Release Updates in Zoho Creator

    APAC & ANZ: 11 AM to 12 PM IST - Registration Link

    Americas & EMEA: 9 PM to 10 PM IST - Registration Link


  5. Creator Learning Table Series: This series is designed to provide users with valuable insights and knowledge about Creator's capabilities in various business use cases and applications. This year we've adopted the "12 Months, 12 Industries" concept. Each 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.

    Date: November 9th, 2023

    Topic: Learning Table Series: Creator For Hospitality

    APAC & ANZ: 11 AM to 12 PM IST - Registration Link

    Americas & EMEA: 9 PM to 10 PM IST - Registration Link

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.
  • Following the Zoho Developer Hangout - Episode 9, @Anonymous User shared an article that explains how to send JSON parameters from Client Script to a Deluge function when using ZDK.Apps.CRM.Functions.execute(). Get access to the well-regarded article here.
  • When @Anonymous User encountered difficulties updating an integration field in Zoho Projects using API (Deluge scripts), Tasha Willows-Staples stepped in and pointed him in the right direction in this conversation.
  • Take a look at the suggestions given by @Anonymous User, @Anonymous User, and @Anonymous User when Anthony wanted to trigger a notification in Zoho CRM when the current owner changes from a specific set of owners.
  • @Anonymous User was experiencing issues with Zoho CRM Client Script's "setValue" function on the Detail Page, and @Anonymous User provided a helpful workaround, which you can find in this conversation. 
  • Looking for a way to add alerts when users click the cancel or submit buttons in Zoho Creator and understand how to call these buttons in Deluge? Find the solution in this conversation.
  • @Anonymous User thoughtfully curated a repository of support email addresses for various products that would prove beneficial to the community. Click here to access the sheet.
  • Wondering what's the best approach to setup sales territories based on Zip Codes? You're in good company! When Brian reached out for advice, Jessica provided a starting point.
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.
  • Zoho CRM Developer Updates:
    • Record Locking APIs were released in versions 3, 4, and 5, that allow you to lock, unlock records, view and edit locking information of locked records.
    • Upgraded the PHP SDK supporting v5 APIs to version 3.0.0.
    • Upgraded the Java SDK supporting v5 APIs to version 4.0.0.
    • Upgraded the NodeJS SDK supporting v5 APIs to version 3.0.0.
    • Released the Python SDK supporting v5 APIs, with support for new APIs.

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 third ZDH presenter, Christopher Mowers. 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 each month for the most recent insights and conversations. Stay connected and participate in the forums to be featured in the upcoming month's digest. Wishing you a fantastic month ahead!


Happy coding!


SEE ALSO




        • Recent Topics

        • Button to Reapply Filters on Sheet(s)

          I wrote a macro that I attached to a button to reapply the filters on all my sheets and it says it works, but it doesn't actually do anything. What is wrong with it? Is there another way? Or even make it work for one sheet? Sub UniversalFilterRefresh()

        • Integrate Multiple ZohoBooks organization with zoho projects

          We have successfully connected our Zoho Books with Zoho Projects for synronizing timesheet data. Our Business specialty is, that the staff of the Main company (A) is working on several projects, but the Clients are sometimes contracted and paying to a

        • Zoho OAuth Connector Deprecation and Its Impact on Zoho Desk

          Hello everyone, Zoho believes in continuously refining its integrations to uphold the highest standards of security, reliability, and compliance. As part of this ongoing improvement, the Zoho OAuth default connector will be deprecated for all Zoho services

        • Flexible Partial-Use Coupons (Stored Value Credits)

          Subject: Feature Request: Ability for users to apply partial coupon balances per transaction Problem Statement Currently, our coupons are "one-and-done." If a user has a $50 coupon but only spends $30, they either lose the remaining $20 or are forced

        • Unable to Assign Multiple Categories to a Single Product in Zoho Commerce

          Hello Zoho Commerce Support Team, I am facing an issue while assigning categories to products in Zoho Commerce. I want to assign multiple categories to a single product, but in the Item edit page, the Category field allows selecting only one category

        • How do I add todays date to merge field

          I don't see any selection of todays date when creating a letter. Surely the date option of printing is standard? John

        • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

          Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site

        • Uplifted homepage experience

          Hello everyone, Creating your homepage is now much easier, more visual, and more impactful. Until now, your homepage allowed you to display custom views, widgets, analytic components, and Kiosk. With the following improvements, the homepage is now a smarter,

        • Tracking Emails sent through Outlook

          All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But

        • Whats that

          Price?

        • Crossbeam

          Does anyone use Crossbeam with their Zoho CRM? I'm looking for a way to import Crossbeam partner leads into Zoho CRM. If so: - What's your experience been like? - Are you able to automatically import Crossbeam leads > Zoho CRM? How? - What doesn't work

        • The same Contact associated to multiple Companies - Deals

          Hi, I would like to know if there is an option to associate the same contact with multiple companies (two or more) deals, using the same contact details for all. This is because we have contacts who are linked to different companies or branches of the

        • Convert invoice from zoho to xml with all details

          How to convert an Invoice to XML format with all details

        • Portals-Adjust Column Sizes

          I am trying to adjust the column widths in Portals tabs. Columns that don't need to be wide are wide and longer ones are very short. I thought adding more to the digits box in Edit would widen them, but it doesn't. Anyone know how to adjust these?

        • Add link/button to open approved record from approval list and detail views?

          Hi, How do I allow users to click on an approval record and open that submission? For example, userA submits a quotation then userB approves/rejects. They both can see the quotation on "completed task" list & detail views, but there's no way for them

        • record submitted from creator and invoice is creating in books , but the workflow of books is not tiggering on create of record in books

          record submitted from creator and invoice is creating in books , but the workflow of books is not tiggering on create of record in books headermap = Map(); headermap.put("X-ZOHO-Execute-CustomFunction","true"); response_inv = invokeurl [ url :"https://www.zohoapis.com/books/v3/invoices/fromsalesorder?salesorder_id="

        • Prevent editing of a record after getting approved/rejectedr

          Hi, I'd like to block any user from editing a record after it was approved or rejected, how can I do that?

        • Formula Field/Campo de Fórmula

          Hello everyone, I have a purchase requisition form in which each department submits a request, and the request is automatically routed to the person responsible for that department. In this form, I have several fields with the following link names: Quantidade1,

        • Free Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures

          Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. Join

        • Formatting Problem | Export to Zoho Sheet View

          When I export data to Zoho Sheet View, ID columns are automatically formatted as scientific notation. Reformatting them to text changes the actual ID values. For example, 6557000335603071 becomes 6557000335603070. I have attached screenshots showing this

        • Introducing Workqueue: your all-in-one view to manage daily work

          Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales

        • Feature Request - The Ability to Link A Customer with a Vendor

          Hi Finance Suite Team, Many businesses buy and sell products from the same companies or individuals. For example, a car sales business may buy a car from a member of the public, and that member of the public may also buy a new car from us. This makes

        • Long table name (sync from Zoho Creator)

          Dears, How can I remove the suffix in parentheses? These tables are synced from Zoho Creator and are treated as system tables, so their names cannot be changed. This issue makes the aggregation formulas look awful.

        • [Free Webinar] Learning Table Series - Streamlining incident management process with Zoho Creator

          Hello everyone, We’re excited to invite you to another edition of the Learning Table Series webinar. As you may already know, we've moved to a purpose-based approach in the Learning Table Series this year. Each session now focuses on how a Zoho Creator

        • Unattended - Silent

          How can I hide the tray icon / pop up window during unattended remote access for silent unattended remote access?

        • Importing into Multiselect Picklist

          Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,

        • 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

        • Marketing Tip #18: Make your online store mobile-friendly to improve traffic

          Most online shoppers browse on their phones first. If your store is hard to read, slow to load, or tricky to navigate on mobile, they’ll bounce fast. A mobile-friendly store doesn’t just look nice; it improves engagement, reduces drop-offs, and helps

        • [Need help] Form closed. Please contact your form administrator for further assistance.

          https://forms.zohopublic.com/cceinfoifly1/form/CCE2025CCEFocusGroupRegistrationForm2025Fall/formperma/s_8XcLETTbFxZ_TAS4r_W6W5UBl8o5oxEnIX35IBKg4 I checked we didn't exceed the usage limit and form availability is enabled, Please help us enable this form

        • Zoho People. Updating TabularData

          I am trying to update tabular data in the record. I always have the same response. I have checked many times. Section ID is correct. May be something wrong with request structure itself. Can someone help me. Body content type: form urlencoded query params

        • Automatically CC an address using Zoho CRM Email Templates

          Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our

        • Unable to Send Different Email Templates for Different Documents in Zoho Sign

          Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer

        • Reminder needs 0 minute choice

          I most use 0 minute reminders.  Every other calender service has this choice.  If I create an event in my Android calendar with 0 minute reminder it will change to 5 minute.  Please ad 0 as a reminder choice, this should be a 5 minute fix.  Thanks.

        • Customer ticket creation via Microsoft Teams

          Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within

        • Is there a way to update all the start and end dates of tasks of a project after a calendar change?

          Hi! Here's my situation. I've built a complete project planning. All its tasks have start dates and due dates. After completing the planning, I've realized that the project calendar was not the right one. So I changed the project calendar. I now have

        • How to update task start date when project start date changes?

          Hi there, When the start date of a project changes, it's important to update the start dates of the tasks associated with that project to reflect the new timeline. Is there a way to shift the start date of all project tasks when the start date of a project

        • Issue with Picklist Dropdown Not Opening on Mobile

          Hello I am experiencing an issue with picklist values on mobile. While the arrow is visible, the dropdown to scroll through the available values often does not open. This issue occurs sporadically, it has worked occasionally, but it is very rare and quite

        • using the client script based on the look up filed i wnat to fetch the record details like service number , service rate

          based on selected service look up field iwant to fetch the service serial number in the serice form how i achive using client script also how i get the current date in the date field in the on load of the form

        • Zoho Books/Square integration, using 2 Square 'locations' with new Books 'locations'?

          Hello! I saw some old threads about this but wasn't sure if there were any updates. Is there a way to integrate the Square locations feature with the Books locations feature? As in, transactions from separate Books locations go to separate Square locations

        • Zoho Commerce - How To Change Blog Published Date and Author

          Hi Commerce Team, I'm discussing a project with a client who wants to move from Woo Commerce / Wordpress to Zoho Commerce. They have around 620 blog posts which will need to be migrated. I am now aware of the blog import feature and I have run some tests.

        • Next Page