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

        • Sub-Form Padding in CSV Export

          Hi, When you use the Sub-Form, and for example you have a Date Field on the Main Page, then Option 1 and Option 2 fields on the Subform, when you export this to CSV the Date column will only have the Date in 1 row, the first row, it would be nice to pad

        • Dependent / Dynamic DropDown in ZohoSheets

          Has anyone figured out a way to create a Dropdown, the values of which is dependent on Values entered in the other cell ?

        • How do I change the order of fields in the new Task screen?

          I have gone into the Task module layout, and moving the fields around does not seem to move them in the Create Task screen. Screenshot below. I have a field (Description) that we want to use frequently, but it is inconveniently placed within the More

        • Zoho → ShipStation Integration – Sales Order–Driven Fulfilment Workflow

          Hello All, I’m reaching out to explore the best way to integrate a shipping tool into our inventory which will speed our process up. We are looking to integrate ShipStation into our existing order-to-fulfilment workflow, as we’re keen to standardise on

        • IA ou je peux trouver comment utiliser IA

          Je voudrais utiliser IA dans l'interface zoho pour m'aider quand j'ai des questions de rôle partage ou autre configuration d'automatisation, j'utiliser ChatGPT externe mais il ne connait pas toujours l'interface zoho et les réponses sont parfois longue

        • Data Processing Basis

          Hi, Is there a way to automate the data processing for a candidate every time an application arrives from job boards, without requiring manual intervention? That is, to automatically acquire consent for data processing. I've seen a workflow that allows

        • Disable Zoho Inventory Tracking / Delink Zoho Books & Inventory

          We have integrated zoho inventory with zoho books? Now after a long time, we want to disable inventory tracking and delink these 2 modules. Zoho says we cant do it. Anybody else going thru the same ? Any possibility at all? Why does zoho not allow to

        • Zoho vault instal on windows

          I am trying to use Zoho Vault Desktop for Windows, but I am unable to complete the sign-in process. Problem description After logging in to my Zoho account and clicking Accept on the authorization page, nothing happens. The application does not proceed

        • ZOHO GLITCHES

          Ok, you guys have done a great job at building a platform that has the potential to surmount the competition but these glitches are becoming more than frustrating! This is beyond annoying, I'm trying draft lawsuits and type up privacy and refund policies

        • Notification to customers when I use a Zoho function

          Hi all, I tried searching the community but couldn't find anything about it. I noticed that the customer receives the notification of reopening the old ticket but does not receive the notification of opening a new ticket when I use the function: "separate

        • Date Filters in Zoho Desk Dashboard

          Hello Team, Currently, in the Zoho Desk dashboard, the date filter is available only for daily, weekly, and monthly views. Could we also add a yearly date filter to allow filtering by an entire year? Additionally, in the custom date filter, it is currently

        • Mobile app - offline

          If I made a couple of forms and my field guys had the mobile app and were somewhere without signal, could they open the app, complete and sumbit a form and have it upload when they are back in signal (we need different info at different jobs and I'm trying

        • Zoho Survey reminder settings are extremely confusing

          Hi, I just want to set 3 reminders, one week apart from the first email out. Your form is too confusing and I don't understand. Can you simplify and be more specific regarding the language used on the form ?

        • Zobot drop down list

          Hi, I am trying to create a drop down list in Zobot by creating a plug. I think I am close but I just can't get it over the line and was hoping that someone could help me. I had a little bit of help getting the script started (hence the comments) // Deluge

        • How to compare a subform lookup field that allows multiple entries when edited

          I have a form with a subform with multiple fields. One of the fields is a lookup field that allows a multi select. On edit validation, I want a workflow to execute only when the entries in that subform field has changed. The old. function is not working

        • Translation of Tooltip Messages

          The descriptive help messages should be available to provide translations for.

        • Business Day Logic Update: More Accurate Scheduling for Your Workflows

          Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable

        • Lead Blueprint transition in custom list view

          Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed

        • Email Notifications not pushing through

          Hi, Notifications from CRM are not reaching my users as they trigger.  We have several workflow triggers set up that send emails to staff as well as the notifications users get when a task is created for them or a user is tagged in the notes.  For the past 6 days these haven't been coming through in real time, instead users are receiving 30-40 notifications in one push several hours later.  This is beginning to impact our daily usage of CRM and is having a negative effect on our productivity because

        • Debit opening balances of vendors

          Dear colleagues: I am looking at the trial balance as on 31st March 2024, and punching opening balances (1st April 2024) in Zoho Books. Vendors have credit balances, by its nature, but some of our vendors have debit balances as well (e.g., we have paid

        • Is there an equivalent to the radius search in RECRUIT available in the CRM

          We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT

        • Allow Text within a Formula

          Hi, I would like to be able to use this for others things like taking an existing Date Field and copying its value, so by entering getDay(Date)&"-"&getMonth(Date)&"-"&getYear(Date) it results in 01-02-2026. And then when the Date is changed so is this

        • Change Number Field to Decimal Field

          Hi, It would be nice to be able to change the field type without having to delete it and create a new one, messing up the database and history. Thanks Dan

        • Pipeline.Company Name field shows up as numbers! [Bigin Developer Console > Component > URL]

          Hi there, I am setting up to invoke URL to send infromation zoho bigin > zoho forms with company name pre-fill in the form. however when I use : ${Pipelines.Company Name} field it shows up as a string of number instead of words. Help.

        • Add specific field value to URL

          Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there is

        • How to Move Behavior, Acquisition, Polls & Forms Data from Zoho PageSense to Zoho Analytics?

          Hi Zoho Community, I'm looking for a way to transfer data from Zoho PageSense to Zoho Analytics, specifically: Behavioral data (clicks, scrolls, heatmaps, etc.) Acquisition data (traffic sources, campaigns, etc.) Polls and forms data As far as I can tell:

        • Zoho Social - Feature Request - Non-US Date Format

          Hi Social Team, I have noticed that there is no option to change the date format from US mm/dd/yyyy to others like dd/mm/yyyy. It would be great to see this added as the platform matures. Thanks for considering this feedback.

        • In arattai received message can't be deleted

          The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a received

        • Zoho CRM Community Digest - December 2025 | Part 1

          Hello Everyone! In the first half of December, Zoho CRM rolled out auto-invite for portals, smarter CPQ with Zia suggestions and price rules, and Query Workbench for faster query building. We also highlight other noteworthy conversations you shouldn’t

        • Zoho Flow Credits

          Hi , I would like to ask the reason why every time I added plus credit but few days later I will return back to default? (as below I add credit to 3000 but today It change back to 1000) Most important is, when the credit fully used, not any reminder to

        • Custom Module Send Email not filling To automatically after adding Email field also

          I create custom module in zohoCRM but problem is in custom module when i click send email there in popup To is filling automatic its coming empty which i need to manually add an email there. How can I fix it? I already added the Email field there, but

        • Introducing Intake Forms

          We are excited to announce the release of Intake Forms, a new feature in Zoho Contracts designed to make contract requests simple, structured, and efficient. Intake Forms allow organization members to request new contracts through a web form instead of

        • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

          Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions

        • eIDAS 2.0: What's changed for digital trust in Europe, and where Zoho Sign stands

          Hi there! It's that time of year when many of us get our ducks in a row. A new year often makes us reassess priorities, and for businesses in the EU, it means taking a closer look at how digital identities and electronic signatures work across borders,

        • Directly Edit, Filter, and Sort Subforms on the Details Page

          Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

        • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

          Greetings, We hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available,

        • Any update on much requested feature, to delete attachments without deleting the e-mail body?

          People have been requesting the ability to delete e-mail attachments without deleting the e-mail for more than ten years now. The latest I see is marked "Working On It" and a year ago it was supposedly being added, see here: https://help.zoho.com/portal/en/community/topic/is-there-a-way-to-delete-mail-attachments-without-deleting-the-text

        • How to delete attachments form Zoho mail accounts

          I can't find a way to delete attachments from Zoho mail messages, either individually or in bulk. Searches here are providing conflicting results and often talk about workspace, whereas I am only interested in how to delete attachments that are seen with

        • Unable to fetch ticket by custom field value

          I'm trying to set up a Flow to fetch a ticket based on a custom field value. This seems like it should be pretty straightforward, but it's not working for me. I keep getting an error saying Zoho Desk says "Extra query parameter 'cf_creator_record_id'

        • Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One

          Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their products

        • Next Page