Creating extensions for Zoho Projects using a CLI | Community | Zoho Projects

Creating extensions for Zoho Projects using a CLI | Community | Zoho Projects

In our previous post, we noted the two ways to create extensions for Zoho Projects— using the cloud editor and using the command line interface (CLI). We also shared how to create an extension using the Sigma cloud editor. In this post, we'll take a closer look at creating an extension using the CLI.

You'll learn how to create an extension project template with the CLI, test it, upload the zipped project while creating an extension, and then edit or change it. Let's go over each of these steps in detail.

Building an extension project using the CLI
  • To create an extension project, we must first set up the development environment, which involves:
➤ Downloading Node.js: Node.js acts as the base platform as well as the JavaScript environment in which the JavaScript code is executed.
➤ Installing ZET CLI: Zoho offers a command line interface called Zoho Extension Toolkit (ZET) which enables you to build, test, and pack your extension project.
Please follow the steps in this link to download Node.js and install ZET CLI.
  • Once the development environment is ready, use the basic ZET commands to create, validate, pack, and test your extension project.
➤ zet init: Create a new project and add the necessary folder structure and resources
➤ zet validate: Validate the entire project
➤ zet pack: Pack the project to get a zipped file that will later be associated as the connected app
➤ zet run: Run the internal Zoho server to test the project locally
Now, let's use these commands to create and manage an extension project.
  • First, use the zet init command. Select Zoho Projects as the Zoho service from the dropdown list.

  • Enter a name for the extension. An extension with the directory structure required for a sample Zoho Projects extension is created automatically.

  • This directory structure contains an app folder and a plugin-manifest.json file, both of which are similar to those created by the Sigma cloud editor detailed in the last post.

  • The app folder can be used to manage all the important resources required for your extension. By default, itincludes an index.html file, which serves as the UI for a sample widget.
  • The plugin-manifest.json file helps with extension configuration. It includes a widgets key configured with a default sample widget named, "Projects Extension" in the default location as the task details tab, along with the URL as the location of the index.html file.
Now that the extension project has been created, lets go ahead and test it in the Zoho Projects portal.
Testing an extension project using the CLI
  • To test a sample Zoho Projects extension created with the ZET CLI, use the Change Directory command to navigate to the project folder. Then, run the zet run command.

  • This command starts a local server and enables you to test your extension locally.
  • Now, navigate to your Zoho Projects portal. Click the Setup icon.
  • Select Developer Space from the left panel. Click Enable Developer Mode.

  • Developer Mode will be enabled and the page will automatically refresh.
  • You may now test your extension functionalities in the Zoho Projects portal.
  • Since the sample extension had a default widget called, "Projects Extension" configured on the Task Details page, choose and enter a project task in your portal.

  • Click on the Projects Extension tab on the Task Details page, and you will see that the widget has loaded.

  • Once you have finished testing your extension's functionality, use the zet pack command. This command adds a dist folder to the directory structure, zips the extension project, and places the zipped file inside the newly created dist folder.
Uploading the zipped file to your Sigma extension

Now that we have created the extension project and tested its functionalities locally, lets go ahead and create an extension in Sigma.
  • Once you enter your Sigma workspace, click the New Extension button to build a new extension.
  • Enter a name and description for the extension. Choose Zoho Projects for the service.
  • Toggle Upload Existing File to Yes.

  • Click Browse to locate and upload the extension project's zipped file, accept the terms and conditions, and click Create.

  • You will be redirected to the cloud editor. The directory structure of your CLI extension project will be automatically populated with the project's contents.
Editing an extension created with the CLI
  • You can make edits or changes to your extension code directly from the cloud editor.
  • If you wish to make changes to a file or its contents in the directory structure of your CLI extension project, please be sure to pack the extension project again using the zet pack CLI command.
  • Go to Sigma. Click the Extension Details icon of the extension you wish to edit.

  • Click the Edit icon under the extension name.

  • Browse for and upload the new zipped file, accept the terms and conditions, and click Update.

  • The extension will be updated to reflect the changes you have made.
In this post, we have covered the process of creating an extension for Zoho Projects through ZET CLI. We hope you found this information useful. Keep following this space for more information!

Sign up for a Zoho Developer account and start developing extensions for Zoho products using Sigma.

SEE ALSO




Next>>


    • Recent Topics

    • 【Zoho CRM】CRM for Everyoneに関するアップデート：関連データ機能

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、CRM for Everyoneの新機能「関連データ機能」をご紹介します。 関連データ機能は、あるタブのデータを別のタブに柔軟に関連付け、異なるタブで管理されている情報を1か所にまとめて表示できます。 たとえば、組織タブとチームタブのデータを関連付けることで、必要な情報に効率よくアクセスでき、顧客理解を深めながら他チームとの連携もスムーズに行えます。 目次 1. 関連データの設定方法

    • Inventory to Xero Invocie Sync Issues

      Has anyone had an issue with Invoices not syncing to Xero. It seems to be an issue when there is VAT on a shipping cost, but I cannot be 100% as the error is vague: "Unable to export Invoice 'INV-000053' as the account mapped with some items does not

    • How to activate RFQ? What if a price list has ladder price for items?

      Where can I find the option to activate request for quotation? How does it work? If the item has ladder price, does it gets calculated depending on how many items are in the cart?

    • Cannot access KB within Help Center

      Im working with my boss to customize our knowledge base, but for some reason I can see the KB tab, and see the KB categories, but I cannot access the articles within the KB. We have been troubleshooting for weeks, and we have all permissions set up, customers

    • Can't join canal Developers Zoho User

      Hello, I received an invitation to join this channel, but I get an error when I try to join it, and I get the same error when I go to the Zoho Cliq interface > Search for a channel. Is this because I don't have a license linked to this email address?

    • Desk Email reply - set default font / use custom font

      Hello, in our e-mails, which we send to our customers, a certain font must be used (Corporate Design): Segoe UI https://en.wikipedia.org/wiki/Segoe#Segoe_UI How can this be included? How can this be set as the default font to ensure that this font is

    • Notes created in mobile can no longer be accessed in desktop

      Working with a 2013 Mac running OS 10.14.6; Desktop Notebook version 4.5.3. Using Motorola Moto G Power 5G - 2024; Android app version 6.7 I have been using Notebook for some years. Starting several weeks ago, the notes newly created ion the phone can

    • PDF Templates - Checkbox Borders

      Is there a way to remove the border of a radio/checkbox on a PDF? I'd like to use the function of checkbox but if there's no easy way to remove the border (the PDF form already has a rectangle so it gets cluttered), then I'm forced to create a single

    • Zoho CRM's custom views are now deployable from sandboxes

      This feature is now available for users in the AU, JP, and CN DCs. New update: This feature is now available for users in CA and SA DCs. Hello everyone, We're excited to announce that you can now deploy custom views from sandboxes to your production environment

    • Generate a link for Zoho Sign we can copy and use in a separate email

      Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to

    • Settings Icon No Longer in ZOHO Desk?

      In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again. Anybody else experiecing this?

    • Introducing the all-new email parser!

      Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,

    • Tip #43 - Track, Review, and Analyze Your Assist Sessions with Reports-'Insider Insights'

      Did you know you can generate detailed reports for both remote support sessions and unattended access sessions in Zoho Assist? This makes it easy to monitor technician activity, measure efficiency, and review customer interactions. Let us now take a closer

    • Can we generate APK and IOS app?

      Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app  and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanks 

    • Simplified Call Logging

      Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following

    • Sub form doesn't as formula field

      Is it possible to get formula field in sub form in futures?

    • Week date range in pivot table

      Hello, I need to create a report that breakouts the data by week.  I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 1 2014' format.  Is there anyway to get the actual dates in there? ex. 1/6/2014-1/12/2014 Thanks,

    • How do I get Status History data of my Projects?

      I want to build a table in Zoho Analytics that Groups by Date, when Projects entered a certain status. I cannot find Status History or any such useful data available in the Setup of my Data Source sync. Please advise how I can achieve this?

    • Is it possible to hide fields in a Subform?

      Since layout rules cannot be used with Subforms, is there another way, or is it even possible, to hide fields in a subform based on a picklist fields within said subform? For example, if the Service Provided is Internet, then I do not want to see the

    • Single Task Report

      I'd like a report or a way to print to PDF the task detail page. I'd like at least the Task Information section but I'd also like to see the Activity Stream, Status Timeline and Comments. I'd like to export the record and save it as a PDF. I'd like the

    • Weekly Tips :Instantly find what you need with Attachment Viewer

      Your inbox must be packed with project emails, shared notes, and scattered attachments. You are looking for one specific file—a presentation slide or maybe a media clip from a team update—but don’t want to dig through endless email threads or switch between

    • Putting Watermark on Zoho Sheet

      Can this be done?

    • Missing Zoho Desk integration option for form workflows

      According to the help page "Configure Zoho Desk integration in form workflows" we should be able to select Zoho Desk as an integration target but when I open the integrations list then Zoho Desk is not being listed in it. We are on the Premium plan which should already support Zoho Desk integrations.

    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

    • Gantt for 2 or more projects

      Hello, I'm trying the free version of your produtc. It is veryyy good!!!! I don't know if in the Standard plan, I can overview a Gantt Graph for 2 or more Projects Milestone. This would be very helpfull for managing teams and taking decisions about who I will assign a task to. In the paid plan Do I have this possibility? Thank you.

    • Integrating a Zoho Project Gantt Chart into Reports

      Is is possible to integrate a Zoho Project Gantt Chart into a Zoho Report Dashboard. I am in the process of creating Project Status Dashboards for the projects that we track in Zoho Projects and I would like to incorporate the gantt chart within Reports.  Please let me know! Thanks

    • ZOHO BOOKS - EXCESSIVELY SLOW TODAY

      Dear Zoho Books This is not the first time but it seems to be 3 times per week now that the system is extremely slow. I work on Zoho Books 95% of my day so this is very frustrating. Zoho you need to do something about this. I have had my IT guy check

    • Gantt Chart - Zoho Analytics

      Are there any plans to add Gantt Charts capabilities to Zoho Analytics?

    • Displaying related quotes in sales order and back

      Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank

    • Tip of the Week #71–Auto-move incoming messages to the right inboxes with keywords

      We all know that customer-facing teams, especially your sales and support teams, can’t afford to miss even a single customer conversation. But sometimes, sales queries or support requests can easily get lost in a crowded inbox or even end up in the wrong

    • Clearing Fields using MACROS?

      How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.

    • Migrating a Zoho Forms form into Zoho Creator

      Hi, How can I migrate my Zoho Forms form into Zoho Creator? Thanks. Truly, Emad

    • Is there any way to recall an email sent using Zoho CRM?

      If an email is sent using Zoho Mail, there is a recall option/functionality that is available to the sender. Is there any way to recall an email if it was sent using Zoho CRM? I can't seem to find that option. Any help would be appreciated.

    • Quick Create needs Client Script support

      As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

    • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

      so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

    • Problem with reports due to "Connected" items change - Yes this IS a problem

      Now that the change has been made to use "connected" items I can no longer run the reporting I need in CRM. I should be able to start with Deals as the parent, connect down to the Account (Account_Name) on the deal as the child, then to any child items

    • Zoho sheet desktop version

      Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.

    • Introducing notifications in the vendor portal

      Imagine this: You're a recruiter working with multiple vendors on a high-volume hiring project. You’ve just updated a job description after a last-minute change from the hiring manager. One of your vendors, however, is still working off the older version

    • CRM limit reached: only 2 subforms can be created

      we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.

    • LESS_THAN_MIN_OCCURANCE - code 2945

      Hi I'm trying to post a customer record to creator API and getting this error message. So cryptic. Can someone please help? Thanks Varun

    • Next Page