Zoho Developer Community Monthly Digest - October 2024

Zoho Developer Community Monthly Digest - October 2024



Hello everyone,

This edition highlights October's product updates, upcoming community events, engaging discussions that sparked inspiration, and celebrates the top contributors who drove progress. Grab your favorite beverage and dive in!

Upcoming Events

Alert
We're super excited to announce our first-ever Zoho Developer Community Hackathon, coming your way this November. Get ready to innovate and compete on a global scale! Registration opens soon, so stay tuned for more details!

Zoho Apptics 101 

Date: November 12, 2024
Time: 12:30 pm IST & 9:30 PM IST
Title: Sessions, Screens, and APIs

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. The last session of the series this year, focuses on Sessions, Screens, and API tracking. Registration and more details here.

Creator Tech Connect:

Title: Directory stores and device management in Zoho Creator using Zoho Directory.
Date: November 14, 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

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 previous session focused on managing domains, controls, and security policies in Zoho Creator using Zoho Directory and in the upcoming session, we will explore directory stores and device management in Zoho Creator using Zoho Directory.

Catalyst Webinar

Title: Boost eCommerce Efficiency by Automating PDF and Invoice Generation at Scale
Date: November 21, 2024
Time: 8:30 pm - 9:30 pm IST or 8 AM - 9AM PT
 
Are manual processes slowing down your ecommerce business? Join this webinar to discover how automation can revolutionize your operations. Learn how to generate invoices and PDFs seamlessly, reduce errors, and scale your business effortlessly.

Agenda:
  • The Power of Automation: Understand how automating invoices and PDFs can drive efficiency and enhance your ecommerce operations.
  • Seamless Integration: Learn how to implement automated PDF generation into your existing systems with ease.
  • Scaling for Growth: Explore strategies to optimize your processes and scale your ecommerce business effortlessly.

Learning Table Series:

Title: Creator for the Finance Industry
Date: December 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

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 previous webinar on Creator for the NGO Industry was a success, and in the upcoming session, we'll be exploring Creator for the finance industry.

Feature Spotlight

Zoho Creator

We're thrilled to announce the launch of the revamped Zoho Creator Developer Console—a dedicated platform designed specifically for Creator developers and partners to build, test, and distribute apps to your clients. The revamped Zoho Creator Developer Console introduces a more streamlined, intuitive experience designed to empower developers at every stage of their app-building journey. Key updates include testing environments, seamless update deployment, the ability to publish apps for monetization in the Marketplace or distribute them privately with specific clients, and much more. Overall, the Zoho Creator Developer Console is an indispensable toolkit, enabling developers to innovate faster and deliver tailored, robust solutions to their clients.

Read more about this new launch in this community post or the partner network post.

Zoho Finance Platform: External Lookup Data Type in Custom Fields

We've added the External Lookup data to custom fields. Using this data type, you can select one of the available Zoho apps and look up data from one of its fields. Currently, you can look up data from Zoho CRM and Zoho Desk. After selecting the Zoho app, you need to select the organization, module, and field to lookup. For example, if you want to view the meetings you've had with your customers, you can create an external lookup for Zoho CRM, choose the CRM organization, select the Meetings module, and select the field to lookup (say Title). Learn More.

Products supported: Zoho Books, Zoho Inventory, and Zoho Billing.

Keep an eye out for our ongoing Custom Function Series!
 
For any queries related to the Zoho Finance development platform, reach out to our tech team at devsupport@zohofinance.com

Resource Spotlight

Info
We've consolidated all the resources from the developer community learning series into a centralized hub for your convenient access. Consider bookmarking our Zoho Developer Community website to stay informed about the latest updates in the developer community.

Community Discussions

Zoho Developer Forum

  • Sometimes, choosing the right data structure can make a big difference. @Ilja wanted to know the best way to compare a list of countries with their corresponding ISO codes. While a long chain of if-else statements might seem like a simple solution, it gets slow and hard to manage with a large number of countries. @Anonymous User, @Abhishek , and @Anonymous User jumped in and explained that a Map approach is superior. Go through this conversation to know why!
  • @Anonymous User encountered a roadblock in their client script where changes to a specific field weren't triggering updates in other fields. Find out how they resolved the issue as this thread underscores the importance of understanding the appropriate methods for field updates in different contexts.
  • @Anonymous User sought a way to send emails to each contact listed in a Zoho CRM subform. @Anonymous User suggested using Zoho Flow to automate this process, while @Anonymous User offered a more direct approach with a custom Deluge code snippet. This conversation underscores the flexibility of Zoho CRM, with both low-code and custom coding options available to fulfill specific needs.
  • @Anonymous User wanted to automate a field update based on user data. @Anonymous User, a dedicated Zoho MVP, went above and beyond, providing a detailed client script solution and even offering a personalized debugging session. This thread showcases the power of community support and the importance of clear communication in resolving technical hurdles.

Developers ZUG Cliq Channel

InfoThese 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.
  • Redundant work can get pretty tiresome. Our top contributor, @Anonymous User, tried to overcome such a task through auto-populating fields in Zoho Desk. Check out this conversation where the community members bring together different pieces of the puzzle to get the complete picture. @Carter shares the logical flow, and @Anonymous User shares the coding solution with @Venessa and @Dr. Joe Sweeney backing it up with their thoughts.
  • Almost always, someone from the Community has the answer to another's question. Sometimes, a member ventures into something unventured. @Anonymous User found himself in such a situation. Needing to convert a byte array to PDF, he turned to the community for help. While the community offered various suggestions, the perfect solution remained elusive. Check out the conversation to see if you might have a solution to his problem. Who knows, you might even find any of the offered solutions beneficial to your business!
  • Each integration between products gives any business an additional dimension of functionality. It's even more pivotal when that integration deals with the final step of the sales cycle—creating and delivering the invoice for a completed deal. @Buddy Quaid faced an issue while creating an invoice with Zoho Writer and storing & sending it from Zoho Workdrive. This month's top Cliq contributor, Vivek Rai, joins Buddy on quite a journey of issues and stumbling blocks, before reaching the solution. Check it out here!

Community Spotlight

ZDH Speakers

As a continuation of featuring a ZDH presenter each month, this time, we are delighted to introduce the 16th episode presenter 
@Vigneshwaran K
. 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 and the Cliq channel to be featured in the upcoming month's digest. Wishing you an amazing month ahead!



SEE ALSO




        • Recent Topics

        • MCP no longer works with Claude

          Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.

        • Image Compression Options

          Much better if we have level of options to compress the image [20%, 40%...] We are dealing with service reports daily that has before and after photos (image field)- the file size too large and one thing, the current limit is 10mb or 15mb for report

        • WhatsApp IM in Zoho Desk always routes to Admin instead of assigned agent

          Hello Zoho Experts, I connected WhatsApp IM to my Zoho Desk account. I only assigned my Customer Service (CS) agent to the WhatsApp channel, and I did NOT include Admin in this channel. However, every new WhatsApp conversation automatically gets assigned

        • Zoho CRM || Unable to Bulk Assignment of Territories for Contacts

          Dear Zoho CRM Support Team, I hope this email finds you well. We recently performed a bulk upload of Contacts into Zoho CRM using the official sample Excel template downloaded from the CRM. The upload itself was completed successfully; however, we encountered

        • Blocklist candidates in Zoho Recruit

          We’re introducing Block Candidate, which helps recruiters to permanently restrict a candidate from applying to current/future job openings. Once the candidate is blocked, they will no longer be able to participate in the recruitment process. This will

        • Pass shipping info to payment gateway Zoho Books to Authorize.net

          For some reason the integration from Zoho books to Authorize.net does not pass the shipping address. Authorize.net is ready to receive it, but zoho books does not send it

        • Knowledgebase SEO

          We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search

        • Power Pivot and Data Modeling functionality in Zoho Sheet

          When will MS Excel functionalities like Power Pivot and Data Modeling functionalities be available in Zoho Sheet?

        • Problem with CRM Connection not Refreshing Token

          I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to

        • New Features: Repeat Last Action, Insert Cut/Copied Rows/Columns and Hyperlink

          You might have noticed the constant updates to Zoho Sheet of late. Here are 3 more features that have been added to Zoho Sheet recently: F4 - Repeat Last Action Insert Cut/Copied Rows and Columns Insert Hyperlink Here is a screen cast demonstrating each of these features. Read further below to learn more about these new features. F4 - Repeat Last Action: You can now repeat the last action you made on your spreadsheet by using the keyboard shortcut, F4. It is quite handy and helps you get your work

        • Need help getting my mail on iPhone and Tablet

          I need to access my Zoho mail via the iPhone Mail app. I have entered the login name, password and the incoming and outgoing servers, which my Mail Settings page says are imappro.zoho.com and smtppro.zoho.com. The iPhone keeps saying it cannot authenticate.

        • Cliq iOS can't see shared screen

          Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

        • Add an background image to an email template in CRM

          Hi all, We wants to put an background image behind all our email templates. Is there a way to import this thru html. If i put the option background image in <body style="background-image:...</body> and i look to the preview it shows our background, but

        • Is there a way to show contact emails in the Account?

          I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

        • How do I bulk archive my projects in ZOHO projects

          Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil

        • Copy contents of File Upload Field into Workdrive

          Hello, I have set up our CRM so that a Workdrive folder is automatically created for each Deal via workflow, this adds the id of the folder into a dedicated field. We also have a field on each Deal called 'Approved Layout', which is a file upload field.

        • Kaizen #198: Using Client Script for Custom Validation in Blueprint

          Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

        • Deleting a memorized email address

          How can I delete a memorized email address? Even though the address has been deleted from Contacts, Zoho mail still auto suggests the address when typing it into the TO field. Thanks!

        • Multiple Cover Letters

          We are using the staffing firm edition of Recruit and we have noticed that candidates cannot add more than one cover letter. This is a problem as they might be applying for multiple jobs on our career site and when we submit their application to a client,

        • Introducing Record Category in CRM: Group options to see record status at a glance.

          Release update: Currently available for CN, JP, and AU DCs (all paid editions). It will be made available to other DCs by mid-March. Hello everyone, We are pleased to introduce Record Category in Zoho CRM - a new capability where the user can get an overview

        • 553 Relaying disallowed. Invalid Domain - gzkcompany.ro

          Hi there, Can you please assist me in getting the right domain settings? I just renewed my domain subscription, after expired and i got error: 553 Relaying disallowed. Invalid Domain - gzkcompany.ro Zoho mail can receive emails, but its impossible to

        • Not able to receive emails for a while

          I am not able to receive emails for a while now.

        • Confirmation requested: eligibility and process to downgrade to Forever Free — tenant bigbanghawking.com

          Thank you for your reply. I am testing Zoho Mail from Brazil with the tenant bigbanghawking.com (endpoint: mail.zoho.com) and we are currently on the Premium trial that expires 21/01/2026. Before deciding whether to pay or cancel, I need written confirmation

        • Create Tasklist with Tasklist Template using API v3

          In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to

        • Zoho API v2.0 - get ALL users from ALL projects

          Hello,        I've been trying to work on an automatization project lately and I find it difficult to work with this strict structure. To be more explicit, if i would like to get all users participating in a project i would need to get all projects first.       Same thing with projects. If i want to get all projects, I would need to get all portals first.        The problem with this aproach is that it consumes a lot of time and resources.             I want to ask if there is another way of getting

        • [Webinar] Solving business challenges by transitioning to Zoho Writer from legacy tools

          Moving to Zoho Writer is a great way to consolidate your business tools and become more agile. With multiple accessibility modes, no-code automation, and extensive integration with business apps and content platforms, Zoho Writer helps solve your organization's

        • الموقع لا يقوم بالسداد

          السلام عليكم ورحمة الله وبركاته وبعد من أمس وانا احاول السداد للدومين YELLOWLIGHT ولا اتمكن من السداد اقوم بتعبئة جميع البيانات ولكن دون جدوى يطلع لى حدث خطأ ما

        • New in Office Integrator: Enhanced document navigation with captions and cross references

          Hi users, We're pleased to introduce captions, table of tables and figures, and cross-references in the document editor in Zoho Office Integrator. This allows you to structure documents efficiently and simplify document navigation for your readers from

        • Where Do I set 24h time format in Cliq?

          Where Do I set 24h time format? Thanks

        • 🎉 ¡Seguimos trayendo novedades a Español Zoho Community! 🎉 Confirmada la agenda y ubicación para los Workshops Certificados

          Si todavía no te has hecho con tu entrada para nuestros Workshops Certificados del próximo 26 y 27 de marzo o, por el contrario, estabas esperando que confirmáramos dónde los celebraremos, ¡este post es para ti! 📍¿Dónde nos vemos?📍 Nuestros Workshops

        • User is already present in another account error in assigning users to marketing automation

          Hello everyone Greeting, I had a problem in assigning user in marketing automation, when I try to add it I see this error: (User is already present in another account error) what should I do?

        • How do I get complete email addresses to show?

          I opened a free personal Zoho email account and am concerned that when I enter an email address in the "To", "CC", fields, it changes to a simple first name. This might work well for most people however I do need to see the actual email addresses showing

        • What's New in Zoho POS - January 2026

          Hello everyone, Welcome to Zoho POS’s monthly updates, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how January went. Sort and resolve conflicts Conflicts are issues that may arise when registers and

        • Removing Tables from HTML Inventory Templates - headers, footers and page number tags only?

          I'm a bit confused by the update that is coming to HTML Inventory Templates https://help.zoho.com/portal/en/kb/crm-nextgen/customize-crm-account/customizing-templates/articles/nextgen-update-your-html-inventory-templates-for-pdf-generator-upgrade It says

        • Outlook is blocking incoming mail

          Outlook is blocking all emails sent from the Zoho server. ERROR CODE :550 - 5.7.1 Unfortunately, messages from [136.143.169.51] weren't sent. Please contact your Internet service provider since part of their network is on our block list (S3150). It looks

        • Not receiving email from customers and suppliers

          I am getting error . most of the customers tell me not able to send me email please check i have attached screenshot

        • Create user

          Hello I want to create user, but i get this error Unusual activity detected from this IP. Please try again after some time.

        • File emails in Shared email folder

          Hi, I am unable to allow users to collaborate in Shared email folders: User 1 shares a folder let's say "SharedTopic" with full permissions Users 2 and 3 can see this folder but are unable to add emails to this folder or search in this folder. For example,

        • Consolidated report for multi-organisation

          I'm hoping to see this feature to be available but couldn't locate in anywhere in the trial version. Is this supported? The main aim to go to ERP is to have visibility of the multi-organisation in once place. I'm hopeful for this.

        • Integrating Zoho Suite and apps more with Linux

          I just got introduced with Zoho just couple of months ago, and I've already planned to contribute to it, even though it's not an open-source software. Still I have found it's potential to beat the tech giants and still being respective towards data privacy

        • Next Page