Event Management System using ZDK CLI

Event Management System using ZDK CLI



Hello Everyone,

Welcome back to yet another post in the Kaizen Series!

As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the past few weeks. One of the feedbacks asked us to cover "more on ZDK CLI". In this post, we will discuss building an Event Management System in Zoho CRM Using ZDK CLI.

Consider the case of Zenith, a Zoho CRM partner who is also partner for Zoho's competing products. Zenith is hosting a conference in which their representatives are inviting speakers from Zoho and also other competing products. The attendees of the conference will be either external attendees or leads or contacts of Zenith. For this purpose existing meetings module of Zoho CRM (previously called Events) can not be used as it is not a good fit for this case. Custom modules and fields are required for this. In this post, we’ll discuss how to create a Event Management System that is complimentary to Zoho CRM using ZDK CLI. 

Why Use ZDK CLI?
ZDK CLI allows developers to:
  1. Create and edit CRM metadata (modules, fields, roles, profiles, and widgets)
  2. Define relationships between modules (lookups, multi-select lookups)
  3. Push and sync metadata changes to sandbox.
  4. Resolve conflicts when multiple users work on the same metadata.

This makes it ideal for building reusable CRM systems such as event management.

Initial Setup

As the initial setup, initialize the ZDK CLI project directory using zdk init command and create a new ZDK Project folder "Zenith". 

     zdk init




Then, login to the sandbox environment for Zenith using zdk auth:login command. 

     zdk auth:login


When you execute zdk auth:login, you can either select any org that is already signed in or select NEW LOGIN to visit the login page and select the sandbox org you will be working on.




After logging in to Zoho select the sandbox environment and give required permissions.
Notes
For the current beta release, ZDK CLI is exclusively available for Sandbox environment and is not operational in Production environments. 



You will be redirected to the terminal after successful login and you can start working on ZDK CLI.



Notes
Change the api_version to 8 in zdk-project.json file.

Step 1: Define the Modules

For an event management use case, we will need the following custom modules:
  1. Conference – Stores details of each event.
  2. Attendees – Tracks participants, whether leads, contacts, or external.
  3. ConferenceAttendees (Linking Module, not created) – Connects conferences and attendees with registration status.
  4. Venues – Captures details of event locations.
  5. Speakers – Stores details of invited speakers.

This has been visualized in the data model below.


To create a module, use the command

     zdk meta:create modules




This creates the json file for module metadata : Conference.modules-meta.json  in the path Zenith/crm/meta/modules/Conference 

Conference.modules-meta.json content

{
    "singular_label": "Conference",
    "plural_label": "Conferences",
    "api_name": "Conference",
    "profiles": [
        {
            "api_name": "Administrator"
        }
    ],
    "display_field": {
        "api_name": "Conferences"
    },
    "show_as_tab": true
}

Similarly create modules Attendees , Venues, and Speakers modules

Step 2: Customize Fields

To create a field, use the command

     zdk meta:create fields

Conference module:

Conference modules's fields are:

  1. Attendees (multiselectlookup to Attendee module) 
  2. Speakers (multiselectlookup to Speakers module) 
  3. Venue (lookup to Venue module) 
  4. Date (datetime) 
  5. Duration(double) 
  6. Description (textarea) 
  7. Status (picklist: Planned, Ongoing, Completed)


Attendees field
Let us check how to create the field attendees of type multi-select lookup (to Attendee module)




The json file Attendees.fields-meta.json created in the path Zenith/crm/meta/modules/Conference/fields will look like this


To provide dependent details for the multi select lookup, add the multiselectlookup json object to the Attendees.fields-meta.json file as below:

{
    "field_label": "Attendees",
    "display_name": "Attendees",
    "api_name": "Attendees",
    "type": "used",
    "data_type": "multiselectlookup",
    "multiselectlookup": {
        "connected_details": {
            "module": {
                "api_name": "Attendee"
            },
            "field": {
                "field_label": "AttendingConference"
            }
        },
        "linking_details": {
            "module": {
                "plural_label": "Conferences_X_attendees"
            }
        }
 }
}

Speakers (multi-select lookup to Speakers module)
Similar to Attendees field, create Speakers field and modify the json file Speaker.fields-meta.json created in the path Zenith/crm/meta/modules/Conference/fields:

{
    "field_label": "Speaker",
    "display_name": "Speakers",
    "api_name": "Speakers",
    "type": "used",
    "data_type": "multiselectlookup",
    "multiselectlookup": {
        "connected_details": {
            "module": {
                "api_name": "Speaker"
            },
            "field": {
                "field_label": "AttendingConference"
            }
        },
        "linking_details": {
            "module": {
                "plural_label": "Speakers_X_attendees"
            }
        }
 }
}

Venue (lookup field to Venue module)
Similarly, create the Venue field with type as "lookup" The json file Venue.fields-meta.json created in the path Zenith/crm/meta/modules/Conference/fields will look like this


To provide dependent details for the lookup, add the lookup json object to the json as below.
{
    "field_label": "Venue",
    "display_name": "Venue",
    "api_name": "Venue",
    "type": "used",
    "data_type": "lookup"
    "lookup": {
        "display_label": "Venue",
        "api_name": "Venue",
        "module": {
          "api_name": "Venue"
        }
      }
}

Description (textarea)
After create a textarea field Description using zdk meta:create fields command, add textarea json object to the field meta json file as below :

{
        "field_label": "Description",
                "display_name": "Description",
                "api_name": "Description",
                "type": "used",
                "data_type": "textarea",
                "textarea": {
                        "type": "rich_text"
                }
}

The possible values for text area are small, large and rich_text.

Status (picklist)
After create a picklist field Status using zdk meta:create fields command, add pick_list_values json array to the field meta json file as below:

{
    "field_label": "Status",
    "display_name": "Status",
    "api_name": "Status",
    "type": "used",
    "data_type": "picklist",
  "pick_list_values": [
    {
      "display_value": "Planned",
      "actual_value": "Planned"
    },
    {
      "display_value": "Ongoing",
      "actual_value": "Ongoing"
    },
    {
      "display_value": "Completed",
      "actual_value": "Completed"
    }
  ]
}

Date and duration fields of type datetime and double does not require any edits to the created meta.json file.




Attendees Module

Similarly, add fields for attendees modules
  1. Phone (phone)
  2. Company (text)
  3. EventsAttended (multi-select lookup to Conference module)
  4. Attendee Type (picklist with options Lead, Contact, External)
  5. Leads (lookup to Lead module)
  6. Contacts (lookup to Contact module

Venue Module

  1. Location (text)
  2. Capacity (integer)
  3. Contact erson (text)
  4. ContactNumber(phone)
  5. Description(textarea)

Speakers Module
  1. Phone (phone)
  2. Company (text)
  3. SpeakerStatus (picklist with options Confirmed, Pending, Canceled)

Step 3: Create a Custom Role


To create a field, use the command

     zdk meta:create roles


This ensures event managers have the right access without interfering with other CRM operations.

Pushing changes to the sandbox environment

Once all changes are done execute zdk org:push and zdk org:push result --{jobId} command to deploy the changes to the sandbox environment. Once the changes are verified in your sandbox environment you can deploy it to the production environment.




You can extract this metadata zip file, that is created using zdk org:export command to your own ZDK project directory and try pushing the changes to your sandbox environment.

Building the Event Management System for "Zenith" illustrates the core strength of ZDK CLI. It brings software engineering best practices to Zoho CRM customization. By defining modules/fields/roles as json files directly or creating them using the command, the source truth of the metadata is available in local system. The same can be tracked via version control systems like GIT for better collaboration among the team.

    • Recent Topics

    • Rich text Merge field - Not using font specified in HTML

      I have a rich text merge field in a writer template which is creating a table. I have chosen to use this method instead of a repeat region because I need to specify specific cell background colours which change every time the document is created. The

    • Can't change form's original name in URL

      Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

    • ヒートマップ詳細設定について

      はじめまして マーケティング担当の浅田です。 PageSenceのヒートマップ設定について質問です。 単一ページ毎の設定は上手くできるのですが 詳細設定にて、トップページのURLを含ませ全体のヒートマップを計測できないか試したところ お知らせ：データを受信していません。と表示されてしまいます。 トップページURLで始まるページの条件も試しております。 全頁を反映させたいと思い、詳細設定を上手く設定できたらと考えております。 どなたか詳しい方がいらっしゃいましたら、教えて頂けませんでしょうか 宜

    • Automatic category assignment

      Hi, I’d like to ask if there is a way to automatically assign an expense category based on the recognized Merchant. What would be the simplest way to set up automatic category assignment? Alternatively, is there an option to first choose the category

    • Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it

      Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it. I get leads from our website and we need to make sure those are not junk. So we are using proactive chat bot and we need mobile OTPs to

    • Experience with Zoho Vertical Studio

      I'm considering Zoho Vertical and would love to hear from some devs who've been using it. The Zoho ecosystem is pretty solid, so I assume the experience has been pretty good, but sometimes Zoho has its quirks. Overall, has your experience been positive?

    • LinkedIn Chrome Extension

      Hello - I believe it is a known issue that the LinkedIn extension Resume Extractor has stopped working and they are working on potential fixes. Wondering how others users are finding this issue and if there are any better workarounds for this issue? It

    • Advance PDF creation from CRM data

      I'm trying to create a PDF export of data in the CRM. My problem is I want a pretty complicated format for the data. I'm trying to export multiple modules worth of data, with nested one-to-many relationships between the modules. Along with that, I want

    • Where does this report come from in the Zoho One ecosystems?

      Is this directly from MA, Analytics or ??? ???

    • 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

    • More Formula Functions

      Hi, I would ike for example to be able to have a Date Field and Formula Fields, and then in the Formula Fields I would like to grab just the Month of the above Date Field or the Week Number of the above Date Field. So more "Functions" than the current

    • File upload size limits

      I am designing a contact form in Zoho Creator with File upload facility. I am not sure where and how to set the following properties for the same: Allowed File Types Maximum Size of the Attachment Number of Attachments

    • Composite Services and Account Tracking

      I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the

    • All operation codes getting Not applied in WO-TT22J1025WOR0471, SR-TT22J1025PRE0423,FOR VIN-W1K6G2AB2SL005130.

      Dear Support Team, Please refer attached screenshot. All operation codes getting not applied in work order. Request you to please check and update ASAP.

    • Customer Grouping

      Hi, how can I group multiple customers into single group. So that I can have idea of accounts receivables of all the customers in single group. Like if there are multiple subsidiaries of same company we have having a business with, and want to view the

    • Bank Receipt Catagorization

      Hi, how can I match a bank deposit to multiple customer's invoices ? For e.g. A single person paid to us on behalf of different five customers. I need to keep the separated invoices for each customer

    • "Performed changes in the query is not allowed due to following reason" when adding columns or reordering data

      I'm trying to make changes to a query but every time i try to save it i get this error message.  I'm not touching the data it's flagging.  All I've tried to do is reorder a couple of fields and add a new one.  Why won't it let me do this?  It's a core

    • Exclude Segment from Campaign Recipients

      I've created two Segments in order to separate Non-Marketing Contacts from Marketing Contacts. I'd like to send an Eblast to all Marketing contacts in my lists, but when I go to select Recipients, I have two options: 1. To Choose Lists to Send to; 2.

    • Reschedule Multiple/Mass Calls at Once

      When we go into a Call record, we have the option to "Reschedule Call." How can we select multiple Calls at once from the Activities tab and Reschedule them? The big use case for us: We have many leads that our reps are supposed to call on a daily basis.

    • Option to Empty Entire Mailbox or Folder in Zoho Mail

      Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail only

    • I want to Make the due date of the project appears automatically

      hello everyone I want to know if the zoho projects app can add automatically the END DATE of the project I added the duration, start after dates of each tasks in the project template & the starting date of the project itself and the end date of it doesn't

    • Drag 'n' Drop Fields to a Sub-Form and "Move Field To" Option

      Hi, I would like to be able to move fields from the Main Page to a Sub-Form or from a Sub-Form to either the Main Page or another Sub-Form. Today if you change the design you have to delete and recreate every field, not just move them. Would be nice to

    • Get Zoho Mail API working (including DRE Connector, Oauth Token, ZUID, ZOID & ACCOUNT_ID)

      Disclaimer: I’m not a professional coder! Do you need to use Zoho Mail API? Me too. It lets you do all sorts of things — like reading the complete header of an email, or forwarding an email with its attachments — which is what I wanted to do. But setting

    • Kaizen #129 : Client Script Support for Blueprints

      Hello everyone! Welcome to another week of Kaizen. Today, let us discuss about how you can use Client Script during a Blueprint transtion to meet your requirements. This Kaizen post will provide solution for the post - Need non-mandatory fields in blueprint

    • Deluge Tips & Tricks: Mastering dates and times

      Hello everyone! We're bringing back our Deluge Tips & Tricks series, where we show you how to make the most of Deluge for achieving a wide range of use cases. Working with dates and times is a fundamental part of almost any business application. Whether

    • Adding a Button in a Form in Zoho Creator App

      Hi I want to know how can I add a Button in Zoho Creator form. I have options that I select from a multiselect options and I want the button to add those selected options in a Subform. I do not want to add on a Page Builder I want it inside a specific

    • Feature Enhancement Request – Text Formatting Options in Item Description (Zoho Books/Quotes Module)

      Dear Zoho Development Team, Greetings from Radiant360 Integrated Technical Services LLC. We would like to bring to your attention a functional limitation we've encountered within the Item Table / Quote Description section of Zoho Books (and Zoho CRM Quotes).

    • Internal Exception for Creator function

      I have been running a script successfully for several days using the scheduler in my application. Now today it suddenly creates and Internal Exception error. Nothing has changed about the script. The data is still retrievable from the web service it is using. Why would this suddenly be happening for no apparent reason? Also noticed that my usage logs are not up to date. Is something changing behind the scenes?

    • How to Set Up a Custom Domain and Customize Homepage

      Hello, I am experimenting with Zoho Creator to build applications for my own use case and have encountered a couple of issues: 1. Custom Domain Access: Is it possible to access my Zoho Creator application through a domain that I own? If so, how does the

    • Announcing new features in Trident for Mac (1.26.0)

      Hello everyone! Trident for macOS (v1.26.0) is here with new updates to securely manage your passwords, locally save your emails, and protect against emails with suspicious URLs. Let's take a quick look at them. Manage passwords with Zoho Vault eWidget.

    • Cadence reports as front-end reports

      Hello everyone, We have built a cadence which is connected to the Leads module. There are 11 steps in total, 7 are automatic emails and 4 are tasks for the Lead owners. As admins, we have access to this (very nicely made) 'View Reports' tab where we can

    • Default Value on a Number

      Hi, I would be nice to also be able to set the Default Value for a Number Field, not just the Initial Value shown, so if not on the screen so not enetred it can have a value of 0 for example. Thanks Dan

    • Having trouble fetching contents of Zoho Connect Feeds using the API, requesting alternative API documentation.

      I'm trying to retrieve feed/post data from Zoho Connect using the API but facing challenges with the current documentation. What I've tried: OAuth authentication is working correctly (getting 200 OK responses) Tested multiple endpoints: /pulse/nativeapi/v2/feeds,

    • Tip#45: Custom Tags and Cluster Tags

      Tagging your work items helps categorize and label work items within your Zoho Sprints workspace. Now, this feature is expanded across multiple modules, along with the introduction of cluster tags that offer an advanced tagging mechanism. Manage Tags

    • Extensions 101 webinar series: Build, integrate, and monetize with extensions

      Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last

    • When using "locations" in zoho books, can you keep the two locations totally separate from each other?

      I am looking to add a location but I don't want to intermingle the banking or other accounts. I want that to be like two separate independent branches that use different banking accounts, accounts payable, and accounts receivable. The people who are in

    • [Free Webinar] User Management in Zoho Creator - Creator Tech Connect

      Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

    • A couple of minor enhancements to Workflows

      Last updated on September 17, 2024: These enhancements were initially available for early access, and we've now enabled them for all users. We are elated to announce a couple of enhancements to custom functions in our Workflows! Say hello to: "Source"

    • Business Continuity - Disaster Recovery

      I know about the Zoho CRM backup .zip files, however, this doesn't include any of the infrastructure with like custom fields or custom modules. I am curious on what everyone has in place for a true backup or what your plan is if your Zoho instance were

    • Free webinar alert on October 16 - Less Complexity, More Security: Workplace + Directory

      Hello Zoho Workplace Community! Security and productivity shouldn't be at odds—and with Zoho, they're not. Discover how Zoho Workplace + Directory delivers seamless collaboration with enterprise-grade security, all in one integrated ecosystem. Join our

    • Next Page