Zoho Developer Community Monthly Digest – February 2025

Zoho Developer Community Monthly Digest – February 2025



Hello everyone,

First of all, an apology is in order—our January digest got swept away by a whirlwind of hackathon madness. But fear not, February's digest is here to make up for lost time! We’ve got everything from upcoming events like the Zoho Developer Hangout (with a special focus on Catalyst!) to our new Client Script Commands session. We also dive into resources like the latest Zoho CRM Developer updates and Kaizen posts to help you stay ahead. Plus, the community spotlight showcases real developer problem-solving moments, and some of the best insights shared in our Cliq channel.

So, without further ado, grab your favorite beverage, settle in, and let’s jump into the updates!

Previous Month Highlights

Before we dive into this month's updates, let's take a moment to celebrate the grand success of the ZDC Hackathon 2024. After 46 days of innovation, intense competition, and collaboration, we wrapped up the first-ever Zoho Developer Community Hackathon with a bang!

With over 1,000 participants, 797 teams, and representation from 45 countries, this truly was a global event. A special shout-out to all our participants—students, independent developers, customers, and partners—who brought their A-game to the table.

The judges had their work cut out, but after thorough evaluation, we're proud to announce the winners:



A massive thank you to everyone who participated and made this hackathon a tremendous success! You can check out all the category-wise winners on our website. Until next time, keep the innovation rolling and stay tuned for the next challenge!

Upcoming Events

Client Script

Title: Part 5: Introduction to Client Script Commands 
Date: March 11, 2025
Time: 10:00 AM IST & 8:00 PM IST (GMT+5:30)

In this session, we'll explore a new dimension of Client Script that enables users to trigger them anytime and anywhere in CRM, extending their event-driven functionality beyond just specific modules and pages. Using Client Script Commands, the user can either use custom keyboard shortcuts or command palette to execute Client Scripts. Click here for registration and more details.

Zoho Developer Hangout: Episode 19

Title: Catalyst for Zoho Developers
Date: March 13, 2025
Time: 8:30 AM CT / 8:00 PM IST

This session, presented by our power user @Christopher Mowers, is for Zoho developers who are familiar with typical approaches to working in the Deluge environment and who would like to learn to adapt to the approach that Catalyst requires. We will cover the Catalyst services that are most relevant to you as a Zoho developer and the fastest and most reliable ways to integrate your Catalyst layer with other Zoho applications. We will also cover important factors to consider when planning to use Catalyst as a part of your Zoho solution. Register now to get tips from the expert!

Zoho Community Developer Bootcamp – Deluge

Date: March 15 & March 29
Time: 9:00 AM – 5:00 PM IST
Place: New Delhi & Mumbai

All applications must be automated to improve themselves as well as the businesses they serve. Zoho provides a plethora of relevant solutions for all your application needs. However, to cater to specific requirements and handle more complex business logic, we use our in-house scripting language—Deluge. Save your spot to immerse yourself in our engaging hands-on bootcamp, designed to equip you with the skills and knowledge to harness the full potential of Deluge for Zoho applications.

Catalyst 101

Title: Introduction to Catalyst
Date: March 18, 2025
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.

ZDK CLI (Zoho Development Kit Command Line Interface)

Date: Mar 20 | Apr 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 – Modal Boxes
Date: March 27, 2025
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 extensions. Register for the upcoming sessions, where we'll delve deep into developing extensions for Zoho products like Projects, CRM, Books, and Desk.

Learning Table Series

Title: Creator for the Logistics industry
Date: April 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. 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 Manufacturing Industry was a success, and in the upcoming session, we'll be exploring Creator for the Logistics industry.
 
Creator Tech Connect

Title: Product Release Updates in Zoho Creator
Date: April 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 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 enhancing dashboards with Javascript widgets in Zoho Creator. In the upcoming session, we will explore the recent product release updates in Zoho Creator.

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.
  • Zoho CRM Developer Updates:
    • Introducing Catalyst Solutions to streamline automation at scale with minimal effort. 
    • The Bulk Data Processor CodeLib, powered by Catalyst, offers a ready-to-use solution for bulk reading, processing, and writing large datasets. It automatically handles the setup with pre-configured resources. Simply add your custom processing logic, and let the solution do the heavy lifting for you!
    • Refer to our Getting Started guide for setting up and the GitHub Repository for Code Samples.
Fill out this Early Access Form to get this feature enabled for your account. This feature will tentatively be opened in the second week of April, 2025.
    • Client Script support for Subforms is now available across all DCs.
Subform events are triggered from user actions, such as adding or deleting rows or updating data in subform.
These events allow you to run Client scripts for validation, automation, or dynamic updates.
By leveraging Subform Events, you gain precise control over subform behaviour. Click here to view the announcement post. Click here to view the updated help document.
    • Client Script functionality is extended to Zoho CRM Portals, allowing businesses to enhance portal interactions without creating new scripts. We understand that many of you have been eagerly awaiting this enhancement, and we are pleased to inform you that this support is now live for US DC. We will update once its rolled out for other DCs. Click here to view the announcement post.
    • Python SDK - Upgraded python SDK supporting V7 APIs to version 4.0.0. GitHub, pypi.
    • Upgraded NodeJS SDK supporting V7 APIs to version 4.0.0.
    • Kaizen Posts

      • Kaizen 171 - Check out the frequently asked questions on the Zoho CRM COQL API in the Zoho Community Forum with answers.
      • Kaizen 172 - This post discusses how you can use the 'crmAPIResponse' object in a standalone function and use that REST API-enabled function as a Source in Queries.
      • Kaizen 173 - Comparing Zoho CRM REST APIs and Zoho CRM GraphQL APIs.
      • Kaizen 174 - Learn how to trigger Client Scripts anywhere within Zoho CRM, extending the scope of Client Script beyond standard pages and events.
      • Kaizen 175 - Learn how to configure a Settings Widget for your Zoho CRM extension to enable key configurations and enhance user experience.
      • Kaizen 176 - Learn how you can optimize your queries in different ways using record ID as a variable.

      • Kaizen 177 - This post explains the Duplicate Check Preferences API, the Upsert API, and their differences, along with real-time scenario.

      • Kaizen 178 - Learn in detail about Criteria and Filter support in Zoho CRM APIs, how to construct them, and explore the various comparators supported for different field types.

      • Kaizen 179 - Discover when to use ZDK CLI vs. Zoho CRM UI for CRM customization. Learn the best practices while using ZDK CLI.

  • Building extensions for Zoho Finance Suite applications
  • Zoho Finance: We've supported new SDK methods in widgets. You can now include a confirmation modal and display success and failure messages in your widgets. Additionally, we have created a separate help document for the widget locations supported in Zoho Books.

  • Zoho IoT: The Internet of Things is no longer a futuristic concept—it’s a driving force for innovation across industries. Zoho IoT simplifies the complexity of IoT, offering a low-code platform that empowers businesses to harness the full potential of their data. Learn all about how you can build, visualize, and automate your workflows with Zoho IoT.

  • The Ultimate Guide to AutomationAre you tired of spending time on repetitive tasks? Automating routine processes not only boosts efficiency but also frees up your team to focus on what truly matters. Discover how automation can streamline workflows, reduce errors, and drive business growth

  • Zoho Cliq: Stay ahead of the game with Cliq Bot Calls! Automate alerts, speed up decision-making, and keep your team in sync—all without lifting a finger. Find out how this feature can transform your workflow.

  • Zoho DataPrep: Data preparation is evolving, and 2025 is set to bring smarter, faster, and more automated solutions! From AI-powered cleaning to real-time data enrichment, stay ahead of the trends shaping the future of data. Explore the top data preparation trends for 2025.

  • Zoho RPA: Not all tasks are created equal—some are perfect for automation! Discover which business processes are best suited for Robotic Process Automation (RPA) and how automating them can save time and reduce errors.

  • Zoho AnalyticsThis article explores how Zia can help you leverage advanced analytics, helping businesses identify trends, predict outcomes, automate insights like never before, and make smarter business decisions.

Community Discussions

Zoho Developer Forum

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.

Ever feel like you're banging your head against a wall trying to figure out a tech problem? Well, you're not alone! This month, we saw some awesome examples of how a community of Zoho users can turn those frustrating moments into "aha!" moments.
  • Real People, Real Problems, Real Solutions:
    • Imagine you're coding a script, and suddenly, it just...stops working. That's what happened to @Andre. Instead of spending hours pulling his hair out, he asked for help. And guess what? @Mike spotted a potential cause right away—a sneaky change behind the scenes. That's the power of having experienced folks around!
    • Or picture this: you're trying to connect two apps, but you keep getting an error message. @Buddy Quaid ran into this with Zoho Writer and CRM. Thankfully, @Mike (again, our resident superhero!) explained the missing piece, and boom, problem solved.
    • And it's not just about fixing errors. @Himali was trying to figure out a tricky workflow in Zoho Inventory. The community jumped in, explained the process, and @Bijoy even suggested a workaround to make things smoother. That's how we learn from each other!
    • We also had a great chat about keeping track of all those automations and workflows. Anyone else feel like you're herding cats sometimes? It was awesome to see everyone sharing their tips and tricks.
  • Unlocking the Power of Zoho Together:
  • Why this matters? (especially if you're new here):
    • You're never alone: Tech can be confusing, but in a community like this, you'll always find someone willing to help. So, the next time you're stuck, just ask the community—someone might just have the answer (or three)!
    • Learn by doing: Seeing how others solve problems is a fantastic way to learn something new. 
    • Discover hidden gems: You might stumble upon a clever trick or workaround you never knew existed.
    • We talk about the practical stuff: Like how to manage and keep track of your automations and workflows across the Zoho platform.

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

    • Introducing Assemblies and Kits in Zoho Inventory

      Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
    • Automate pushing Zoho CRM backups into Zoho WorkDrive

      Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They
    • Does the ability exist to make tax on the customer profile mandatory?

      I am reaching out to inquire about the possibility of making the "Customer Tax" field mandatory when creating a new customer in Zoho. We want to ensure that all customers have their tax information recorded to maintain compliance with our internal processes.
    • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

      Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
    • How to apply customized Zoho Crm Home Page to all users?

      I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has
    • Send Whatsapp with API including custom placeholders

      Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number
    • IMAP mail after specify date

      Hi My customer's mail server is on premise and mail storage is very huge. So It never finish sync. and finally stop sync. Cloud CRM have a option like zoho mail sync mail after some date.
    • email association with CRM

      Why is it 2024 (almost 2025) and Zoho has not figured out how to integrate email with CRM? It is so inconsistent at associating emails within CRM. I am an attorney. I have clients and work with other attorneys. Attorney John Doe is associated with multiple
    • Fix the speed

      It takes ages to load on every step even though my dataset is quite small.
    • Credit Note for Shipped and Fatoora pushed invoices

      We have shipped a Sales Order and created an Invoice. The Invoice is also pushed to Fatoora Now we need to create a credit note for the invoice When we try it, it says we need to create a Sales Return in the Zoho Books, we have already created a Sales
    • Whatsapp Connection Status still "Pending" after migration

      Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?
    • FSM - Timesheet entires for Internal Work

      Hi FSM Team, Several of my clients have asked how they can manage internal timesheets within Zoho FSM. Since their technicians already spend most of their day working in FSM, it would be ideal if they could log all working hours directly in the FSM app.
    • Add a way of clearing fields values in Flow actions

      It would be great if there was an option to set a field as Null when creating flows. I had an instance today where I just wanted to clear a long integer field in the CRM based on an action in Projects but I had to write a custom function. It would be
    • Role Management

      I am creating an analytics dashboard for a company that will be utilized by its various departments such as Finance, Marketing, and HR. My goal is to design the dashboard with separate tabs for each department. Additionally, I plan to implement role-based
    • Link Contacts to Billed Accounts

      Hello, I want to do a survey on all my customers of 2025. For that I want to select all contacts linked to accounts who where billed in 2025. How to I create this link to I can then use Zoho Survey with this database of contacts?
    • Highlight a candidate who is "off limits"

      Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,
    • Announcing new features in Trident for Windows (v.1.37.5.0)

      Hello Community! Trident for Windows just received a major update, with a range of capabilities that strengthen email security and enhance communication. This update focuses on making your mailbox safer and your overall email experience more reliable.
    • Early Payment Discount customize Text

      Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.html
    • Automatic Matching from Bank Statements / Feeds

      Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
    • Deprecation of SMS-based multi-factor authentication (MFA) mode

      Overview of SMS-based OTP MFA mode The SMS-based OTP MFA method involves the delivery of a one-time password to a user's mobile phone via SMS. The user receives the OTP on their mobile phone and enters it to sign into their account. SMS-based OTPs offer
    • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

      Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.
    • DKIM Now Mandatory - Changes to Zoho Forms Email Policies

      Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering
    • Ability to assign Invoice Ownership through Deluge in FSM

      Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This
    • Workflow Down/Bug

      We have a workflow that sends an email to one of our internal departments 10 minutes after a record is created in a custom module. The workflow actually works correctly. However, we have now noticed that on January 8, between 3:55 p.m. and 4:33 p.m.,
    • Call description in notes

      When completing a call, we type in the result of the call in the description. However, that does not show up under the notes history on the contact. We want to be able to see all the calls that have taken place for a contact wihtout having to go into
    • Please can the open tasks be shown in each customer account at the top.

      Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature
    • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

      Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able
    • Email Address for Contact not Populating

      When I click "Send Mail" from a Contact's page, their email address does not auto populate the "To" field. How do I make this happen?
    • New in CRM: Dynamic filters for lookup fields

      Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this form
    • Why hybrid project management might be the best fit for you?

      Project management techniques are designed to equip teams with proven methods for easy and efficient project execution. While management teams may have apprehensions about adopting the hybrid method of project management, we’ve compiled the top reasons
    • Allow all Company Users to view all projects, but only owner/admins can change projects

      I was wondering if there was a permission setting I could adjust to allow all our company users to see all projects created. Then, only the project owners and admins with the change permission. Thanks
    • Fail to send Email by deluge

      Hi, today I gonna update some email include details in deluge, while this msg pops up and restrict me to save but my rules has run for one year. I dont care why zoho suddenly add this useless limit, but can you tell me how to use one of our admin account
    • Seeking help to be able to search on all custom functions that are defined

      Hello I have a lot of custom functions defined (around 200) and i would like to search some specific strings in the content of those. Is there a way to accomplish that? If not, is there a way to download all existing custom functions in some files locally
    • Totals for Sales Tax Report

      On the sales tax report, the column totals aren't shown for any column other than Total Tax. I can't think of a good reason that they shouldn't be included for the other columns, as well. It would help me with my returns, for sure. It seems ludicrous
    • Add Bulk Section / Grid Layout Duplicate Feature in Zoho Forms Builder

      Currently in Zoho Forms, users can only duplicate individual fields. There is no option to duplicate an entire section or two-column/grid layout with all internal fields. This becomes inefficient when building structured forms such as Family Details,
    • Leistungsdatum in Rechnungen (Zoho Books)

      Hallo, ist es irgendwie möglich den Leistungszeitraum in der Rechnung aufzuführen? Beste Grüße Aleks
    • Zoho Trident Windows - Streams Not Visible

      Namaste We’re having an issue with Streams not being visible in Trident (Windows), which is important for us as we share many emails internally. It appears that the feature to show Streams above the Inbox folder, as seen in the default mailbox view, is
    • Sales IQ Chat Widget is Only Displaying Last Name

      Can anyone suggest why the widget is only displaying "last name"?! We have the latest version of the wordpress plugin installed. Thanks Thanks!
    • Shopify - Item sync from Zoho Inventory

      Hi team, We’ve connected Shopify with Zoho Inventory. We want that when an item is created in Zoho Inventory, it must create a product in Shopify. But currently, new items created in Zoho Inventory are not getting created in Shopify even after clicking
    • Bulk upload image option in Zoho Commerce

      I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enter
    • Next Page