Zoho Developer Community Monthly Digest – March 2025

Zoho Developer Community Monthly Digest – March 2025



Hello everyone,

This month is packed with exciting product updates, learning sessions, and powerful community conversations that remind us: sometimes, the best solutions come from a single shared question. From quick workarounds to upcoming training events and product releases, there's something here for everyone.

Let's dive in!

Upcoming Events

Creator Tech Connect

Title: Product release updates in Zoho Creator
Date: April 9–10, 2025
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 comprises 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. In our previous session, we discussed advanced UI/UX customizations in Zoho Creator. In the upcoming session, we will explore the recent product release updates in Zoho Creator.

ZDK CLI (Zoho Development Kit Command Line Interface)

Date: April 10
Time: 10:00 AM IST & 8:00 PM IST (GMT+5:30)

Managing metadata in Zoho CRM shouldn’t feel like navigating a maze. Yet, the endless clicks to modify profiles, roles, modules, or layouts—and the challenges of version control—can quickly become overwhelming. What if you could skip the hassle and manage your metadata effortlessly? Introducing ZDK CLI—your one-stop solution for streamlining metadata modifications, pushing changes directly from the command line, and tracking updates seamlessly with your preferred Version Control System (VCS). Register now to discover how to take control of your CRM workflow with ZDK CLI.

Extensions 101

TitleZoho Projects – Data Storage
Date: April 17
Time: 10:00 AM IST & 8:00 PM IST (GMT+5:30)

This series aims to guide developers through the process of building extensions for various Zoho products using the Zoho Developer platform, Sigma. Our previous sessions in this series covered extension development for multiple Zoho products and highlighted the platform's key capabilities for developing efficient extensionsRegister for the upcoming sessions, where we'll delve deep into developing extensions for Zoho products like Projects, CRM, Books, and Desk.

Zoho Developer Hangout – Episode 21

Title: Zoho System Integration: Collect, Manage, and Utilize Data
Date: April 23

Time: 8:00 PM IST (GMT+5:30)

In this session, we’re featuring a ZDC Hackathon 2024 winner from the Zoho Creator Category who tackled one of the biggest business bottlenecks—hiring—and turned it into a fully streamlined, automated system. Wonderboy, Sourcing Coordinator & Junior Developer at WeThinkCode_, built this project using Zoho Creator, CRM, and Forms, simplifying the entire recruitment process—from collecting applications to sending updates via WhatsApp and email. It’s smart, practical, and something you could absolutely build on. Register here.

Catalyst 101

Title: Data & File Management and Querying
Date: April 29
Time10:00 AM IST & 8:00 PM IST (GMT+5:30)

Catalyst is a full-stack cloud development platform that simplifies the complex. Build, test, host, deploy, and optimize solutions like never before. Its easy learning curve eliminates complexities, empowering you to craft bold innovations at the lowest total cost of ownership (TCO). This is a four-part learning initiative that focuses on offering a thorough understanding of Catalyst—Zoho's cloud computing platform. Click here for registration and more details.

Learning Table Series

Title: Creator for the Property Management
Date: May 8, 2025
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 of Creator's capabilities in various business use cases and applications. This year as well, 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 Asset Management was a success, and during the upcoming session, we'll be exploring Creator for the Property Management.

Zoholics USA 2025

Date: May 13–15
Location
GRB Convention Center in Houston

Join us for three days of inspiration, innovation, and invaluable connections. Whether you’re attending breakout tracks, scheduling 1-on-1 expert sessions, or mingling in networking lounges, we promise you’ll leave with actionable insights and a refreshed perspective on your business. More details here.

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.
Alert
Postman’s 2025 Developers’ Choice Awards at POSTCON ’25

If you’ve found our Zoho CRM Developers API collection on Postman helpful, we’d be honored to have your support! This collection is regularly updated with a focus on simplifying your development experience and helping you work with our APIs effortlessly. We’re excited to be a part of this contest and your vote could help us win. Your support not only motivates us but also drives us to improve and deliver more value to our developer community.

Please cast your vote here and share our profile. Voting lines are open until April 18, 2025. 
  • Zoho Creator
    Get access to the previous Zoho Creator Session recordings from Youtube & Zoho Creator Studio below:
  • Zoho Analytics
    Let's explore how the integration between Zoho Analytics and Zoho Desk can transform customer support, helping teams move from basic reporting to data-driven decision making in this blog.

  • Zoho Flow
    One of the biggest advantages of using Zoho Flow is that all your workflows are in one place, making it easy to make changes, switch them on or off, and monitor how every step is performing. 
    Now we're making it even easier for you to keep track of your flows and perform quick operations. Say hello to the Zoho Flow mobile app for iPhone!

  • Zoho Notebook
    AI is advancing rapidly and becoming a staple in our daily lives. From boosting our writing skills to enhancing productivity, AI tech is all around us. Because AI is so impactful and becoming the future of advanced technology, we thought, why not implement it in Zoho Notebook to make your writing experience a piece of cake? I
    ntroducing Notebook AI, our powerful AI writing assistant in Zoho Notebook.

  • Zoho Directory – Always Verify #09
    As we march ahead into April 2025, you have on your screens yet another edition of Always VerifyWe have searched the internet far and wide to bring you impactful Identity and Access Management stories- MFA mandates, ransomware attacks, crazy authentication workflows and of course, the Oracle Cloud breach.

Community Discussions

It’s a great reminder that in the right community, every challenge is just one conversation away from a breakthrough.

Zoho Developer Forum

  • @Nik ran into a snag trying to remove backslashes from a string in Deluge, so he came up with a quick workaround—bit of a hack, but hey, it did the trick. Then @Andres stepped in with a much cleaner fix that made things way easier. Want to know what the fix was? You’ll have to check out the post! Just goes to show, even a messy workaround can lead to a solid solution when you share it with the right crowd.
  • @Federico ran into a workflow hiccup while creating a related record in Zoho CRM—every time he hit “Save,” it would bounce him right back to the parent record. He wanted to stay on the newly created record instead. What followed was a thoughtful exchange around client scripts, potential workarounds, and platform limitations. While there's no one-click fix (yet), the conversation shed light on the why behind this behavior—and sparked ideas that might just lead to a future product tweak. Curious how others are handling it? The post’s worth a read.
  • When @Richard ran into a frustrating error in his Zoho Books Deluge script, the error message wasn’t giving him much to work with. He reached out to the community, and @Bhoomi, our MVP, stepped in to help, spotting a small but crucial syntax issue—something as simple as a missing semicolon. It’s a reminder of how sometimes the smallest detail can cause the biggest roadblock. Check out the post for the full solution!
  • @Taryn noticed something strange—values entered into a custom field on the Lead form in Zoho CRM weren’t saving, and the field just lit up yellow with no error message in sight. It was one of those head-scratcher moments until @Anonymous User stepped in with a simple but spot-on suggestion: check the field’s permissions. Sure enough, that was the culprit. Just another example of how a fresh pair of eyes in the community can help uncover what you might’ve missed.
  • When @ebizness set out to automatically create a new Contact every time a custom CRM module received a new record, things seemed straightforward—until the workflow threw an error. While @Ishwarya guided them through the workflow setup, it was @Max Tyack who shared a golden tip that turned the tide. The moment @ebizness tried it, everything clicked into place. Curious what that magic tip was? Head to the thread to see the clever trick that made the automation work seamlessly!
  • @Hayden’s post casually introduces the concept of the Levenshtein Distance algorithm—measuring how many edits it takes to turn one word into another—while showing how he built a working fuzzy matching system in Deluge. Using maps to mimic 2D arrays and a quirky recursive helper, he proved that with a bit of creativity, even compact scripting tools can be stretched to do pretty impressive things. A fun read that’s both educational, entertaining, and super cool!

Developers ZUG Cliq Channel

Info
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.
  • This thread explores a real-world use case that pushes readers to think beyond the UI. By sharing her situation, Trish uncovered a workaround others can benefit from. Conversations like these empower developers to dive deeper into Deluge, workflows, and modular automation—things the docs might not cover, but the community certainly does!
  • When the documentation doesn’t cover a unique use case, conversations with peers help fill the gaps. When @LaVerne set out to trigger a custom function from the Zoho Cliq check-in (without using Zoho People), @Mike helped highlight some platform boundaries, while @Pranit offered practical insights and opened up the idea of using Cliq Widgets as a potential custom solution.
  • @Mangesh faced a common developer pain point: missing custom fields in the Zoho Books API response. His precise question led to a straightforward and helpful answer from @Pranit, who offered a simple tip that now makes API calls more predictable. It’s proof that asking clear questions gets you closer to clean solutions—especially when the right folks are listening.

Community Spotlight

Cliq Contributors

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. 

Make sure to follow the digest every 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 all an amazing month ahead!


SEE ALSO

    • Recent Topics

    • Zoho Wont Login

      Can anyone tell me why my password stops logging in all the time? Is it a ploy to make you change your password? I have to use OTP all the time. I dont want to change passwords all the time. Over the last couple of years I've found myself using Zoho (as
    • Collapsible Sections & Section Navigation Needed

      The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.
    • Global Sets for Multi-Select pick lists

      When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
    • Specific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified

      I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if that
    • New UI - Color Preference Not Saving Permanently

      Small, not very urgent problem I'd like to share regarding the new UI theme color. I've changed my theme preference to the default blue color around 20 times by now. It always reverts to a green color theme. I've followed the instructions of changing
    • Cannot See Available Deal States in Zoho Blueprint

      I am trying to create a blueprint to manage our sales pipeline and ensure data accuracy at each stage. I have already created a similar blueprint for handling leads. However, when I attempt to create the 'Deal Management' blueprint, the different stages
    • Is there a CRM Deluge function available to convert an RTF (rich text field) to plain text (with no formatting tags)?

      I know that we can run reports so that RTF fields can either show as plain text or the text or the text with the formatting fields included (which is wonderful, btw, as it helps me adjust tags when I need to troubleshoot and just see what I need to see
    • Como conectar a API de Conversões da Meta com a Zoho (Analytics, CRM e SalesIQ)?

      Não estou conseguindo saber de quais anúncios são os leads que chegam pelo SalesIQ e nem como retornar a informação pra Meta dos leads que tiveram conversão em venda.
    • IMAP Migration — Map Sent Items to Sent....

      Here's a common problem. The Sent folder on the other email service is called Sent Items. Rather than put those into the Sent folder on migration, it creates a separate folder. Is there any way I can have this done as part of the migration process. One of the Sent Items on an account I expect to migrate shortly has 25,000 messages. Manually moving them would be time-consuming and work against the migration feature. Solutions? Peace, Gene Steinberg
    • Tips & Tricks Series - #3 Setting question weights in quiz questions

      Hello everyone! Welcome back to our Tips & Tricks series, where we share useful features and best practices to help you get the most out of Zoho Learn. Today, we’ll be looking at question weights in quizzes. Not all questions in a quiz need to carry the
    • TimeBro/Memtime Time Tracking Import Errors

      Our staff use Memtime (formerly TimeBro) to track working time, and we have the Zoho Projects integration installed, so that the entries are mapped to Projects/Tasks/Issues automatically. Today, we've started getting the following error when attempting
    • Zoho Visual Editor Not Opening

      Hello There I am trying to build a website using zoho and I can't open the visual editor. It keep saying Loading...  Do you know why it is happening. Thanks in Advance Regards Rajat
    • Automate Backups

      This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.
    • Tip #85 – Never Lose Track of What Happened in a Session with Session Recording – 'Insider Insights'

      Tip #85 – Never Lose Track of What Happened in a Session with Session Recording – 'Insider Insights' Hello Zoho Assist Community! A technician wraps up a complex remote session. The issue is fixed, the customer is happy, and everyone moves on. But three
    • LinkedIn RSC is now live in Zoho Recruit

      LinkedIn Recruiter System Connect (RSC) is here. Your Zoho Recruit data (candidates, jobs, notes, stage updates, resume attachments, and more) now syncs with LinkedIn in real time. Note: LinkedIn RSC is included with your LinkedIn Recruiter Corporate
    • Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters

      Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced
    • Turn off workflow Applied pop-up

      hi We are new to Desk. I have a rule to set to "waiting for customer" when agent sends reply. This comes up every time. How to i turn off? Or am i seeing as admin.
    • Make your IM workflows smarter: Automate sessions and personalize responses

      There are two simple ways to make IM workflows more efficient: automate how sessions are handled and personalize how agents communicate. Here's a look at both. 1. Automate IM session updates with the API The Update an IM Session API lets you update session
    • Discover related products for contacts and companies with new topping

      Greetings! We hope you're all doing well. We've heard your request for an easier way to view products associated with a contact or company—without having to open and go through every deal individually. To help you achieve this, we're happy to introduce
    • What’s New in IM: Shared Phone Number and 1,000 Templates

      Instant Messaging continues to evolve in Zoho Desk, giving teams more flexibility in how they manage WhatsApp conversations and messaging workflows. Here are two capabilities worth exploring. 1. Manage WhatsApp conversations across Zoho services using
    • 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
    • CLIENT PORTAL (If clients can place orders directly on the portal)

      Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.
    • Exceed Limit Execution

      Hi Everyone, I begin to encounter some execution limit hit, The 1st part wherein when a record was being submitted, it checks and patch existing rows (Site Asset Services) matching the submitted row (PMS form) error: row1.Serial_N=Final_Rec.AV_Serial_N;
    • [For info] As CRM administrators its important to be aware that potentially sensitive business logic & operational parameters are available via unauthenticated URLs

      There are a collection of files within Zoho CRM that COULD contain potentially sensitive commercial parameters and logic in them, and that can be accessed without authentication. This includes the CRM Data Model, Custom Picklist values, Custom Role /
    • WhatsApp Calling Integration via Zoho Desk

      Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional
    • View Products (items) in Contact and Company

      Hi, I would like to know if there is an option to view all the products /(items) that were inserted in the pipeline deal stage for exemple "Win Pipeline" within the company and contacts module section? For instance, view with the option filter for the
    • zoho desk

      Hello, Did Zoho Desk have any issues today? Are tickets coming in late? I have an email account linked, and messages seem to be arriving with a delay—some email threads aren't coming through completely, and so on.
    • Transform your line of items into line items: ICR can now record your table values as subform values

      Enhancement in Zoho CRM Dear Customers, We hope you're well! Zia Vision’s ICR capability can now recognize, extract, and store tabulated values in your subforms. An ideal example is a university application form. It has printed fields and handwritten
    • Minor enhancements in Zoho CRM Dashboards: drill-down for Funnels, flexible Duration settings, and more

      Dashboards in Zoho CRM help you visualize data across modules, track performance, and make informed decisions. Components like charts, KPIs, and funnels bring together key metrics in a single view, making it easier to spot trends and take action. Over
    • Get a realistic picture of your revenue with Forecast Adjustments in Zoho CRM

      #crm25q1 Dear Customers, We hope you're doing well! Today, we're here with an important enhancement for business decision makers: forecast adjustments. Let's get straight to it! With technology on the rise and CX at its core, businesses are constantly
    • Three new ways to manage Instant Messaging in Zoho Desk

      Managing IM conversations isn't just about responding to customers. It's also about getting each conversation to the right team. Here are three updates in Zoho Desk that can help with exactly that. 1. Transfer IM tickets across departments Sometimes a
    • Ask the Experts 32: Managing Privacy, Security, and Data Administration in Zoho Desk

      Hello everyone, As organizations increasingly rely on AI, machine learning, and automation, there are pressing questions around privacy, security, and data governance. Every customer interaction involves sensitive business information, whether it's troubleshooting
    • Zoho Cliq 7.0: Built for Uninterrupted Work

      Work today moves fast, but follow-ups, meetings, and coordination still get messy more than we often like to admit. Zoho Cliq 7.0 is all about making everyday work feel a little lighter—better collaboration, smoother workflows, more helpful assistance,
    • Zoho CRM Functions: Redesigned Interface, Rich Analytics, and Multi-Language Support

      Hello everyone! We have given Functions in Zoho CRM a major overhaul with a new interface that makes it easier to build, organize, monitor, and troubleshoot your functions throughout their lifecycle. As part of this revamp, we have also introduced a unified
    • Native SMS and MMS Channel Support

      89% of US consumers say they prefer to communicate with businesses via SMS / MMS (aka "texting"). (link) Unfortunately, Zoho Desk does not currently support the most popular channel for consumer communications in the United States. For those of us in
    • Smarter holiday planning with yearly-specific Holiday Lists

      Hello everyone! Managing holidays and business hours is now easier and more efficient. Holiday Lists now support holidays that fall on different dates every year, while business hours now supports more than one holiday list. This helps businesses manage
    • Api de conversão da Meta

      Como conectar a Zoho com a api de conversão do Meta Ads?
    • Side-panel “Quick Preview & Edit” for Deals and Tasks (Web)

      Hi all, I’d like to submit a feature request to improve record navigation and data entry speed in Zoho CRM. NOTE: This feature exists on Pipedrive, HubSpot, and Bigin by Zoho. Requested Feature: Add a side-panel / slide-in “quick preview” for records
    • Why can't we choose Fixed Asset account for Purchased Items? (eTims issue?)

      Hello, When the company purchase items not for sale and not supposed to be in the inventory stock, like equipment for operational use, there is no way to access the Fixed Asset accounts in the drop down list. Is that an eTims limitation again? Or something
    • "Track Inventory for this item" is forced checked by default for goods items (eTims issue?)

      Hello, Since connecting our Zoho books to eTims (Kenya) the "Track Inventory for this item" is forced checked by default (eTims issue?) in the Item creation page for any type of goods. So when purchasing anything that the company does not intend to sale,
    • Next Page