Zoho Developer Community Monthly Digest - September 2023

Zoho Developer Community Monthly Digest - September 2023



Hello everyone!

As we step into the crisp and colorful month of October, it's time to take a step back to reflect on the fantastic month of September. In this month's issue, we have curated exciting updates, insightful articles, interesting community discussions, and helpful resources to keep you at the forefront of the Zoho Developer Community. Let's dive right in!

One of the major developments in the Developer Community arena is the newly revamped Zoho Developer Community website, where we've consolidated all the resources from the developer community learning series into a centralized hub for your convenient access. Consider bookmarking this site to stay informed about the latest updates in the developer community.

International Programmers' Day

September is special for us tech enthusiasts, as it hosts a significant day that celebrates something near and dear to our hearts - International Programmers' Day!

Zoho Creator Developers' Summit

At Zoho, we celebrated Programmers in style by hosting the Zoho Creator Developers' Meetup in our Chennai HQ. This meetup left a profound impact on all who attended. Developers were treated to a deep dive into the world of low-code development, gaining insights from our Developer Community members and Zoho Creator Champions @Deepa Govind and @Radha R. This celebration empowered developers with both knowledge and valuable connections poised to drive innovation.

Developers' Ask Me Anything

We organized an exclusive AMA session on LinkedIn to commemorate International Programmers' Day, featuring our CEO Sridhar Vembu. He provided detailed and insightful answers to a wide range of questions on all things technology and low-code development. Watch the enlightening conversation here.

Upcoming Events

Here are the exciting events lined up for the community in the coming weeks:
  1. Zobot 101: In this five-part online webinar series that started on August 24, learn all about Zobot – Zoho SalesIQ's AI -powered chatbot builder platform – and explore the ways to leverage its capabilities effectively for your business. For registration and more details, click here.

  2. Zoho Developer Hangout 10: Our Developer Community member, @Anonymous User - CRM Engineer at Vaspian - will delve into error handling in Deluge, debugging and testing on October 17. He will also discuss best practices when using services such as Zoho Catalyst, GCP, AWS, and other serverless functions with an API. To register and know more about this meetup, click here.

  3. Zoho Cliq for Developers 101: Zoho Cliq for Developers 101 is a three-part webinar series starting October 19, curated to provide a comprehensive understanding of Zoho Cliq's Development platform and its various components such as slash commands, bots, widgets, and more. Click here for registration and more details.

  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, cloud functions and the most awaited feature "Canvas Builder." Click here for more information. 

    Date: October 12th, 2023

    Topic: Technical Series - Cloud Functions 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: October 5th, 2023

Topic: Learning Table Series For Insurance 

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

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

September Highlights

Besides International Programmers' Day celebrations, September also brought forth other notable events.


Zoho in Sync with Apple's Latest Updates

Zoho is always quick to embrace latest Apple tech in our Mobile apps, making it a breeze for our users to manage their businesses on their devices. Discover our latest and high-quality updates here.

Zoho Developer Hangout - Episode 9

Our community member @Anonymous User, Developer and Zoho Team Lead at AspenTech CRM, shared expert tips on Client Script implementation in Zoho CRM. Client Script is a dynamic feature introduced within Zoho CRM designed to achieve and extend real-time business cases through customization. 

Zobot 101

In the third session of the Zobot 101 series, @Anonymous User, Founder & CEO of Spikra - Zoho's Premium Partner, graciously shared her bot-building journey. She provided valuable insights into the do's and don'ts, shared best practices, some handy hacks, and expertly addressed all questions, aiding the community to kick-start their own Zobot journeys.

Community Discussions

Zoho Developer Forum

  • Discussions about the implementation of Client Scripts are continuing within the Zoho CRM Developer Series: Client Script announcement post. This post serves as a valuable resource for developers who are exploring Client Scripts in Zoho CRM.

  • Wondering how to update date/time field with the current time on page load using Client Script? @Anonymous User and @Anonymous User has got you covered in this post.

  • When @Anonymous User encountered difficulties while attempting to set up a custom function to auto update Deal name on create/edit, our MVP @Hugh Marshall identified the problem and provided assistance in resolving it in this post.

  • Take a look at the suggestions and codes shared by @Anonymous User and @Anonymous User to tackle date format discrepancies in @Anonymous User's Client Script use case. 

  • Want to know how to store data between events using Client Script? Check how @Federico got a solution from @Haiku Technical Support.

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.
  • Learn how to add validation to the user field to restrict record ownership to specific users using Client Script in this conversation.

  • Can you use Zoho as an Identity Provider for third-party websites? Explore the possibility in this discussion.

  • Looking for a way to fetch the actual "true available stock" that accounts for committed stock using the Zoho Inventory API? Go through this discussion to find out how.

Resource Spotlight

  • #Simple yet significant pointers - Check out these posts for simple fixes for some common mistakes that are frequently made while building Zoho CRM extensions.
  • Zoho CRM Developer Updates: 
  • Kaizen: This series aims to benefit developers to gain insights into the various developer tools available in CRM.
    • Kaizen #100: A significant landmark calls for a special Q & A post. This post contains responses from our product experts to the queries posed by the community members.
    • Kaizen #101: This post is the extended version of the previous Kaizen post and contains answers to the questions on Assignment Rules and Widgets. 
    • Kaizen #102: To accommodate the myriad of queries, this post is also dedicated to the responses for all the remaining questions posed by the community members.
    • Kaizen #103: This post explores Bulk Write API in detail, and how to implement it using Zoho CRM PHP SDK.
    • Kaizen #104: As a continuation of the previous Kaizen post, this post guides you to create a bulk write job, fetch the job status, and download the results.
    • Kaizen #105: This post discusses Functions, Integration Tasks and API Credits.

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 second ZDH presenter, Jesus Sosa. 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 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

        • Territory Assignment Issues (Lead to Account + Contact)

          1. Lead → Account & Contact Territory Assignment on Conversion A Lead is automatically assigned one or more territories using a workflow and Lead Assignment Rules. This works as expected, and we are able to assign multiple territories to a Lead automatically.

        • Marketer's Space: Proven tips to improve open rates – Part II

          Hello Marketers! Welcome back to another post in Marketer's Space! We're continuing from where we left off a fortnight ago. We ended the previous post discussing the subject line, and we'll continue from there. Let's dive right in. Pre-header Pre-header

        • SQL Table slowed to a crawl

          Hi all - I seem to have noticed an update. Now whenever I am typing in the script field for the SQL tables there is a huge delay and it is all very slow. This has never been the case for me in over 5 years of using Analytics - I really hope it's fixed

        • Deluge Events/search API works in user environment but not in sandbox – why?

          I am creating an Extension for Zoho CRM using Zoho Sigma Platform I’m using the following Deluge code to search Events in Zoho CRM based on Start_DateTime: criteria = "(Start_DateTime:greater_than:2025-12-20T00:00:00+00:00)"; url = "crm/v8/Events/search?criteria="

        • What are Zoho Meeting capabilities included in Zoho Workplace Standard?

          I am evaluating using Zoho Meeting for my organization, but it is not clear what Zoho Meeting capabilities are already included in Zoho Workplace Standard. - Are meeting recordings included in Workplace Standard? - Can we invite external meeting participants

        • How can I get the participant list of a reoccurring meeting afterwards?

          I'm trying to use the Meeting Participant Report from the API docs but when I call it on a reoccurring meeting it returns that there are no participants because it thinks I'm talking about the meeting in the future. Is there a way to use webhooks or some

        • Function #50: Send Mass emails to your customers

          Hello everyone, and welcome back to our series! We have reached a milestone of 50 Functions, which means that we have automated 50 different tasks in Zoho Books. Every Friday, we have shared a nifty function aimed at either automating a task or streamlining

        • Full Hebrew Language Support for Client-Side Zoho Assist Interface

          Dear Zoho Assist Team, We would like to request an enhancement to Zoho Assist's client-side interface to support full Hebrew language customization, including all popups, notifications, and session-related messages. Current Limitation The Join page allows

        • Add Hebrew & RTL Support to Feedback Widget

          Hello Zoho Desk Team, How are you? We are using Zoho Desk and would like to utilize the Feedback Widget. While Zoho Desk itself supports Hebrew and RTL, the Feedback Widget unfortunately does not. We kindly request that Hebrew and full RTL support be

        • Merge Tickets Directly from Contact Page in Zoho Desk

          Dear Zoho Desk Support Team, We are writing to request a new feature that would allow users to easily merge tickets directly from the contact page in Zoho Desk. Currently, the only option to merge tickets is from the Tickets list view page, which can

        • Different languages for users

          Hello, Do you plan to enable individual users to select their languages for interface? Currently language can be changed for everyone - it looks like a settings for a whole portal, which is not good when you are working internationally. Best regards,

        • Kaizen #222 - Client Script Support for Notes Related List

          Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

        • 2025年 Zoho コミュニティ 活動の振り返り 🎉

          ユーザーの皆さん、こんにちは！コミュニティチームの中野です。 2025年も多くの学びと出会いがあったZoho コミュニティ。 本記事では今年の活動を振り返りながら、フォーラムの投稿・参加者の皆さん・イベントのハイライトをご紹介していきます。 目次 フォーラム：注目の投稿 フォーラム：多くの貢献をしてくださった方々 ユーザー交流会振り返り ワークアウト振り返り その他のトピックス 1. フォーラム：注目の投稿 本フォーラムでは様々な議論と知識の共有が行われました。 ユーザーの皆さんが日々の業務で直面する課題を投稿し、経験豊富なユーザーさん達が実践的な解決策を提供してくださいました。

        • Customer Management: #3 Giving Customers Control & Privilege

          Rio, the founder of RenoTech Solutions, a fast-growing digital service company, found itself juggling a dozen different services for its clients. They handled one-time setup fees, recurring monthly invoices, and custom milestone-based billing for projects.

        • Can I use a Standalone CRM Function as the Callback URL For Async Export Data API?

          I am creating an export job using this API https://www.zoho.com/analytics/api/v2/bulk-api/export-data-async/create-export/view-id.html There is a "callbackUrl" key in the CONFIG object. I tried copying the URL for a standalone function in CRM which can

        • Add RTL (Right-to-Left) Text Direction Support Across All Zoho Learn Editing Interfaces

          Hi Zoho Learn Team, Hope you're doing well. We would like to request an important enhancement to Zoho Learn regarding support for right-to-left (RTL) languages such as Hebrew and Arabic. 🔹 Current Issue While the Knowledge Base Article editor provides

        • Add Hebrew Support for Meeting Transcripts Provided by ZIA in Zoho Cliq

          Hi Zoho Cliq Team, Hope you're doing well. We would like to request the addition of Hebrew language support for the Meeting Transcript and Summary feature in Zoho Cliq. Currently the transcript and summary feature is available for recorded meetings and

        • Remote Control Functionality During Screen Sharing in Zoho Cliq

          Hello Zoho Cliq Team, We would like to request the addition of remote control functionality during screen sharing sessions in Zoho Cliq. Currently, while screen sharing in Cliq is very useful, it lacks the ability for another participant to take control

        • Centralized Organization Information Management in Zoho One

          Dear Zoho One Support, I'm writing to propose a feature that would significantly improve the user experience and streamline data management within Zoho One. Current Challenge: Currently, managing organization information across various Zoho One apps requires

        • Enhance Zoho One Conditional Assignment to Fully Reassign App Settings When Changing Departments

          Hi Zoho Team, We’d like to submit a feature request regarding the current behavior of Zoho One’s conditional assignment logic when moving a user between departments. 🔧 Current Limitation As it stands, Zoho One’s conditional assignment does not remove

        • Ability to Filter Alias Mailboxes in Zoho Recruit

          Dear Zoho Recruit Team, I hope you are doing well. We would like to request a feature enhancement regarding the handling of alias mailboxes in Zoho Recruit. Currently, when we connect an alias mailbox (e.g., jobs@domain.com) from our Zoho One account

        • Automatic Department and Employee Sync Between Zoho One and Zoho People

          Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.

        • Prefered Bin Missing in android APP

          Andoroid app dosent show preferred bin in the picklist. The workaround support reccomend is to use the computre to create the picklist. it shuld be information to be shown aas basic for the pciker.

        • Open Sans Font in Zoho Books is not Open Sans.

          Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real

        • Function #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books

          As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimates

        • Reusable Jira Connection for Multiple Zoho Projects Imports

          Hello Zoho Projects Team, We would like to raise a concern and submit a feature request regarding the Jira → Zoho Projects migration process, specifically around how Jira connections are handled. Current Behavior: When setting up a Jira connection for

        • Zoho invoice doesn't support Arabic language

          I added a clause in the terms & conditions section in Arabic but it doesn't appear when I sent or print it.

        • Recurring Invoice Placeholder Not Updating Billing Period

          Hi, I’m using Zoho Invoice Free and want the billing period to update automatically in recurring invoices. In Item Description I tried: Billing Period: %(m-6)% %(y)% to %(m-1)% %(y)% but even if the invoice date is in 2026, it still shows the period based

        • Related list Mobile Device

          Hello, We use an the Zoho creator application to make reports linked to Accounts. On the computer: it's easy to go the Account and see all the created reports in the related list below On iPad/Phone ZOHO CRM APP: we cannot see the reports on those accounts

        • Can't update the company address in zoho invoice

          Dear Sir/Madam, I want to update the company address in Zoho Invoice but failed. It popped out a sentence "Invalid value passed for Website". Please advice how to solve this problem. Thank you.

        • Is there a plan to allow for the hierarchical organization of Customers / Companies in Zoho Billing?

          We have a few customers who have organizational structures that we haven't quite found a way to deal with in Zoho Billing. In CRM, these sub-companies (or subsidiaries or whatever you want to call them) all have another CRM account as the parent account.

        • 【Zoho CRM】作業リスト機能リリースのお知らせ

          ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、作業リスト機能リリースのお知らせ情報をご紹介します。 目次 作業リスト機能　概要 機能①　自分の未完了の活動 機能②　処理待ち 機能③　自分の作業リスト 作業リスト機能　概要 営業チームでは、CRM内に業務やデータが分散しているため、管理が煩雑になりがちです。この断片化は、機会の見逃しや生産性の低下につながります。 作業リスト機能は、タブを横断する業務項目をひとつのカスタマイズ可能なダッシュボードに集約し、業務を効率的に管理できるようにします。

        • SalesIQとPageSenseの利用について

          初めての投稿で場違いだったらすいません。 弊社ではSalesIQを運用しているのですが、追加でPageSenseの導入もしたいと現場からの声があります。 両サービスともクッキー同意バナーが必要なサービスなのですが 弊社では同意無しに情報はとりませんという方針なので 2つ入れると2つバナーを出す必要がでてきます・・・ 両サービスを運用されてる方があれば運用状況とか教えてほしいです。 PageSenseについては詳細まで機能を理解してないなかでの質問です。

        • Parent-Child Tickets using API or Deluge

          Hi Everyone, We are looking at the parent-child ticketing features in Zoho Desk. We want to be able to create a parent ticket at customer level and nest child tickets underneath. The issue we are facing is to be able to automate this. I'm checking the

        • Closing connected ticket after closing WA conversation

          Hi, At the moment, once someone sends a message to our WA number, a corresponding ticket is automatically created. After the question is answered, our support department closes the chat/conversation. However, after that, the connected ticket is still

        • Note sync turn off

          Hi, Is it possible to turn off notes sync between task notes and the parent module? (Account/Deal)

        • Basic Plan Active but Survey Creation Still Limited to 3 Surveys

          I have an active Basic (Monthly) subscription (valid period: Dec 24, 2025 – Jan 24, 2026), but the system still limits survey creation to only 3 surveys, which matches Free plan behavior. The subscription appears active in Portal Information, however

        • 2025 in Review: Powering Field Services Forward—One Feature at a Time

          As 2025 draws to a close, it’s time to pause and reflect on a year of meaningful progress at Zoho FSM. This year was all about listening closely to our customers and partners, building with purpose, and continuously improving the way field service teams

        • API Support for Creating Invoices with Batch-Tracked Items

          Hi Zoho Community, I am working on an integration where we create invoices in ERPNext and push them to Zoho Books. I need to send batch-tracked items (batch numbers) when creating invoices. I could not find any reference in the Zoho Books API documentation.

        • New to automation - please help

          Hi there! We are new to automations in Zoho. We built out one automation campaign and it seems to be firing off for some people but others not. Please advise what's the best practice or if anything we should tweak. Thank you so much!

        • Next Page