Zoho Developer Community Monthly Digest – May 2025

Zoho Developer Community Monthly Digest – May 2025



Hello everyone,

Welcome to this month’s Zoho Developer Community Digest! From fresh product insights to hands-on tech sessions and standout community threads, there's plenty here to keep your ideas flowing and your skills sharp. Be sure to explore our updated resource hub for even more learning. Grab your coffee and dive into the latest from the Zoho developer community!

The developer community chat room is shifting from Zoho Cliq to a new space on Zoho CommunitySpaces, and it comes with a iOS and Android mobile apps! Or sign up here and use the web version. (Using Zoho credentials? Just sign in—no need to fill the form.)

Why the change? This new space brings all Zoho users together, lets you follow threads and people, sends personalized notifications, and has a much smoother experience overall. We’ve been envisioning this for a while, so we’re thrilled it’s live.

Check out these videos to get started!

Upcoming Events

Extensions 101

Title: Zoho Books – Custom Actions
Date: Jun 12, 2025
Time: 10:00 AM IST & 8:00 PM IST – Registration link

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 extensions. Register for the upcoming sessions, where we'll delve deep into developing extensions for Zoho products like CRM, Books, and Desk.

Zoho Community Developer Bootcamps 2025 – India

We're bringing two sets of in-person developer bootcamps across 7 cities in India—one for Catalyst by Zoho, and another for building Extensions using the Sigma platform! We're super excited to meet you in person... and some of you, once again!

Creator Tech Connect:

Title: Building Data Relationships using Subforms in Zoho Creator
Date: June 12, 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 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. In our previous session, we discussed about lookup fields in Zoho Creator. In the upcoming session, we will explore building data relationships using Subforms in Zoho Creator.

Zoho Developer Hangout – Episode 23

Topic: Custom Logs – A Developer’s Ally in Zohosphere
Date: Jun 17, 2025
Time: 10 AM IST – Registration link

How do you debug when a client says, “I clicked something… and now it’s not working”, but can’t explain what happened? In this session, Deepa, a self-taught Zoho developer and homepreneur, will walk you through how she builds custom logs inside client accounts to capture real-time activity, make issues easier to trace, and reduce stress. This session is perfect for any developer working in client automations or eager to learn best practices while coding.

Zoho CRM APIs

Title: Part 7 – OpenAPI Specification 3.0.0
Date: Jun 19, 2025
Time: 10 AM & 9 PM IST – Registration link

Zoho CRM now provides an official OpenAPI 3.0 specification for its REST APIs, designed for developers and solution architects. In this session, you’ll learn how to instantly generate client SDKs in multiple programming languages, test APIs visually through Swagger UI, maintain consistent integrations with auto-generated, versioned requests and responses, and explore modules, operations, request/response formats, and error codes — all in a single, machine-readable file.

Zoho CRM Developer Series – Queries

Date: June 26, 2025
Time: 10 AM IST & 9 PM IST – Registration link

In this session, you'll learn how to create a query in CRM and use variables, serialization and schema management, along with a use case demo.

Building AI-powered, low-code apps with Zoho Creator

Title: CoCreator – Generative AI-Assisted Application Development
Date: July 3, 2025 – Registration link

Learn how Zoho Creator’s AI-powered assistant, CoCreator (powered by Zia), helps you build apps, automate workflows, and optimize code rapidly—so you can focus on creating impactful business solutions faster.

Learning Table Series

Title: Zoho Creator for Logistics Management
Date: July 3, 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 about 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 recent webinar on Creator for visitor management was a success, and during the upcoming session we'll be exploring Creator for Logistics Management.

Resource Spotlight

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

  • A developer wanted to extract just the first word from a name like “David Beckham” in Deluge. Some suggested using getPrefix, others went the list-splitting route. The beauty? Each approach worked—with its own twist. What made one method stand out more than the others? The community had thoughts…

  • Looking for clarity on field types and criteria for zoho.cr.searchRecords, @Charles-Adrien noticed the official docs left out quite a bit. @Anonymous User quickly filled the gap, and fellow devs jumped in with practical insights—especially around API version differences. One reply, in particular, offered a lightbulb moment...

  • @Jesus needed to update a date field from the 'Cargo' module to the 'Deals' module in Zoho CRM. With step-by-step help from @Ishwarya SG, a fix from our MVP @Nik, and a surprise twist involving Rollup fields for a similar case, this thread became a great showcase of layered problem-solving. But it’s the final solution that made many devs stop and take notes...

  • @Michele's workflow was being... stubborn. One rule updated a field, but the next rule didn’t even blink. After some helpful nudges from @Anonymous User and a sharp fix from MVP Nik, the floodgates opened—more devs, more automation drama, and a treasure chest of workarounds. The final fix was so simple, it almost felt like the CRM was just being petty.

Developers ZUG Conversations

Community Spotlight

Zoho Developer Hangout

As a continuation of featuring a ZDH presenter each month, this time, we are delighted to introduce and appreciate the 19th episode presenter @Christopher Mowers. Explore this post to discover the knowledge and insights he shared with the community.

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. 



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!

    • Recent Topics

    • External lookup fields to synchronise with Analytics

      Hello. I suggest adding external lookup custom fields to the Zoho Analytics integration settings. Currently, these types of fields are not available for synchronisation, so they cannot be used to generate reports with related tables in Analytics. Thank

    • We should have an option to Toggle Off KB Article Links in AI Answer Bot Replies

      Hi everyone, I'm creating this topic to share a feature idea that I think would improve the customer experience when using the AI Answer Bot for self-service. The Current Behavior (The Problem) Currently, when the AI Answer Bot generates a summary or

    • Boot Loop After Removing Service from Client via Admin

      We have multiple laptops experiencing a boot loop / unable to login after the Zoho Remote service was removed from their machine remotely via the desktop client. The Windows sign-in screen is not available, and users are unable to login. This seems like

    • Request Backend Correction — Domains Mapped to Same Help Center (Multi-Brand Setup Failure)

      Hello Zoho Desk Support Team, I need assistance correcting a domain-to-brand mapping issue in our Zoho Desk instance (The Blue Ribbon Project). Both of our verified domains currently point to the same Help Center instead of separate brand portals. Current

    • is there any option to enable the participants interact - can write on the screen, while the screen is shared by the host?

      this is most expected features - for teaching children. is there any option to enable the participants interact - can write on the screen, while the screen is shared by the host?

    • How to disable the Login button in Desk Helpcenter

      Hey there, I'm testing out whether the help center within Zoho Desk could replace our existing Customer FAQ. I tried to customize the themes for the public help center frontend, but stumbled across the login button in the navigation bar. Is there any

    • Subforms in stateless forms

      I think the title says it all. We need to be able to add subforms to stateless forms. Currently the only workaround is to create a Form and delete each record upon submission of the form. I need to build an interface to update our inventory. Basically

    • Standard Payment Term is not pulled from account to quotation

      Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get the

    • Best way to display complex Bookings Consultation Descriptions on Zoho Site?

      I am a new user so apologies if this has been asked before. I couldn't find any answers in the forum. We offer 18 complex Consultations to our subscribers. Our current platform lets me put detail on these Consultations thoroughly (200-300 words) during

    • Gmail is ramping up its email sender policy as of November 2025

      Hello marketers, As you may be aware, Gmail introduced a guideline for bulk senders starting February 2024. If not, here's a quick refresher straight from Google: After this policy was announced first in 2023 and soft-implemented in February 2024, we

    • Modifying iframe data of Zoho booking iframe

      Hello, I have integrated a Zoho Bookings embedded iframe into my website. Currently, I am pre-filling the booking form with default values as part of our process flow. However, I want to ensure that if an input field is already populated with a default

    • Zoho CRM Workflow and Function Backup Options

      Hi everyone! I have been able to make several backups of my CRM data and noticed that the Workflows and Functions are not included in these backups. To my knowledge, there is no backup feature for workflows and functions, which is problematic in of itself.

    • Enhance Sign CRM integration

      Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign

    • YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.

      YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.

    • Is or will be possible to associate meeting transcription and summary, made by Zia, to meeting/contact/account record in CRM?

      Would be useful to keep context and track jobs, better if it will be auto

    • Desk Field Not Showing in Analytics

      Hi there, I recently added a field to our Zoho Desk Ticket Information. I went and added the data retrospectively to the tickets. It is also marked as required, so all new tickets cannot be closed off without it being filled in. When I try to run a report

    • Export data using advanced export options and customizable settings

      Hello everyone, The user interface for exporting data has been revamped with updates to make data exports more flexible and efficient for users. These updates not only enhance usability but also bring advanced capabilities to help users extract precise

    • Moving data from one pipeline to another

      Hey all, I've got some complex pipelines to build and I'd like to seperate them into seperate pipelines rather than have one mammoth one. If I create 2 pipelines, is there any easy way to use the output of Pipeline1 to be the input into Pipeline2? Or

    • How to export/find all deluge code.

      Hi, I have a large app wich contains several forms, reports, html views, I need to find thow my application if any contains specific word, I could find it manually by editing app and see on every section(field code, on succes, on load, etc) but I would like to do it faster. Is there a way to at least export it to a file the whole deluge code on my application?

    • Have Some Bugs in Zoho CRM Ask Zia Assistant

      Hi Support Team, I have found some bugs in Zoho CRM Ask Zia Feature Please Check below screenshot, insight option is showing twice i think its in early access that's why its have some bugs .

    • COD with Partial payment

      Two reasons why we need COD with partial payment option. 1) Since we deal heavy weight products our shipping costs are too high. If shipment is rejected by customer we incur huge loss. 2) Some competitors place fake orders with different names and return

    • Slicers are now available in Zoho Sheet—filter your data interactively

      At Zoho Sheet, we diligently track user requests and feedback. In line with this, based on extensive user requests, we've integrated Slicers to pivot tables and are delighted to announce its release. Slicers are interactive visual filters that have add,

    • Resizing a Record Template Background Inage

      Hi everyone, I have an issue which I can't seem to resolve: Basically, I'm designing a record template in certificate form. I've specified A5 landscape. I've set my background image the same dimensions with total pixels at 443,520. Whatever I try, when

    • Updated font library: New font styles and custom font options in Zoho Sheet

      Zoho Sheet's font library now supports 500+ font styles in 60+ languages! The updated font library is stacked with new font styles, and some of the previously available font styles have been replaced with equivalent options. There are two ways you can

    • Introducing Data Bars: Graphically represent changes in data within the cells

      Conditional formatting has helped millions of spreadsheet users analyze and highlight their data more efficiently. In addition to the classic rules, color scales, and icon sets available in Zoho Sheet, you can now apply Data Bars, a convenient method

    • Default Font Size in Desk

      How do I set my default font size in Desk? It takes me about 45 minutes to find the place to set it, then, when I sign out of Zoho and log back in, it's back to font 10 again. Seems like this would be simple, but like everything with Zoho, it's buried

    • Tip #19 - Create checkbox tracker in your spreadsheet

      Hello Sheet users! We are here with yet another tip to help you get the most out of Zoho Sheet. Spreadsheets can be used to handle a variety of tasks, but ever tried using checkboxes to track the progress of your action items dynamically? Here's a sample

    • Tip #20 - Three things you probably didn't know you can do with picklists

      Hello Zoho Sheet users! We’re back with another quick tip to help you make your spreadsheets smarter. Picklists are a great tool to maintain consistency in your spreadsheet. Manually entering data is time-consuming and often leaves typos and irregular

    • Per Level Approval for admins

      We need Process admins like Zoho CRM in Zoho Books for per stage approval Currently in books, admins only have the option for Final Approval But for example, in cases like when an employee is on leave, we can't just approval one level we only have option

    • Need to set workflow or journey wait time (time delay) in minutes, not hours

      Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer

    • Feature enhancement: Highlight rows based on a cell value

      Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to draw

    • Updating custom fields in Zoho Projects

      Hi I am wondering if anyone has experience with custom fields in Zoho Projects. I am struggling to update the field using either deluge or the api endpoint. My code is: //custom_Map = map(); custom_Map = {"UDF_DOUBLE_1":"0.27"}; update_Map = map(); update_Map.put("custom_fields",custom_Map.toList());

    • Markdown for Desk?

      Hi, my company wants to use markdown for formatting text in Desk (in all modules there, especially Tickets and Helpcenter). Zoho already offers use of markdown in several products (see https://help.zoho.com/portal/en/kb/backstage/microsite-guide/formatting-with-markdown/articles/formatting-with-markdo)

    • Change Currency symbol

      I would like to change the way our currency displays when printed on quotes, invoices and purchase orders. Currently, we have Australian Dollars AUD as our Home Currency. The only two symbol choices available for this currency are "AU $" or "AUD". I would

    • Calendar not working

      Are we the only ones. On any browser we cannot click on any of our calendar appointments and get them to open. They just make the browser loop. WE have reached out and have been told they are working on it. The office staff are really stuck. The point

    • Tip of the week #16 - Search and filter threads based on criteria

      Zoho TeamInbox lets you search and filter threads with any information that you have about the thread. You just have to input the criteria and Zoho TeamInbox will list all the threads that match the condition.   Firstly, there is a global search you can

    • WhatsApp Message Template Quick Reply Buttons

      Hello, I created my first Message Template to overcome the 24-hr messaging window and it was approved by WhatsApp/Meta. When I go to Meta, I also see that template brought from Zoho Desk, and used it via Zoho Desk IM. However, I notice that when in Meta's

    • Account in Quick View Filter

      I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes any

    • 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.

    • Set Display for Numbers/Currency/etc with Client Script/Customization in Canvas List Page

      Is it possible to set a display mask for a number/currency field using Client Script or customization? I have custom fields that I would like to keep the decimal places for calculation purposes, but do not need them displayed to the user. So 101.3568

    • Next Page