Zoho Developer Community Monthly Digest - June 2024

Zoho Developer Community Monthly Digest - June 2024



Hello everyone,

This month's Developer Community Digest is packed with everything you need to stay on top of your game! We've got a lineup of events you won't want to miss, valuable resources, important updates, and a glimpse into what's buzzing in the community.

Upcoming Events

To stay on top of the upcoming developer community events, keep an eye on this page

Zobot Bootcamps - India

We're excited to announce a line-up of Zoho Developer Community Bootcamps in India. These bootcamps equip you to build fully functional AI chatbots for your business or as a service for your clients using Zoho SalesIQ's Zobot platform. This is a great opportunity to network with fellow developers and Zoho users, interact with Zoho experts, share ideas and experiences, and grow together as a community. 

Zoho Extensions 101 – Extensions for Zoho Finance Suite 

This series offers a comprehensive exploration of developing extensions and widgets for the Zoho Finance suite. Did you know that we have a dedicated portal in Sigma with which you can create extensions for a range of applications in the Zoho Finance Suite, including Zoho Books, Zoho Billing, Zoho Expense, Zoho Inventory, and Zoho Invoice? Starting with an introduction to Sigma and the Zoho Books platform, subsequent sessions cover creating extensions, testing, publishing, and listing apps in the Zoho Marketplace. Registration and more details here.

Zoho Apptics 101

In this series, we’ll dive deep into every aspect of application analytics to help you understand how Zoho Apptics aids in measuring important KPIs that reflect your app's performance, growth, and engagement. Registration and more details here.

Zoho CRM APIs 

In this series, you will learn about OAuth2.0 authorization used by Zoho CRM APIs, CRUD operations for retrieving, creating, updating, and deleting records, efficient search/query methods, data synchronization techniques for consistency across platforms, and working with SDKs for seamless integration of Zoho CRM functionality into applications. In the upcoming session scheduled for June 26, we'll be covering Bulk Read API, Notification API and Data syncRegistration and more details here.

Zoho CRM Client Script 

Fueled by popular demand, we're back with a line-up of sessions in the Client Script series, focusing on advanced features and real-time business applications. Learn how to tailor Zoho CRM by defining highly interactive and responsive interfaces to cater to real-time business needs as our experts and guest speakers from the community walk you through the basics of Client Scripts and showcase various use case implementations. Registration and more details here. If you're interested to showcase your Client Script projects to the community in one of these sessions, write to us at developer-community@zohocorp.com

Creator Tech Connect

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. The recently concluded session focused on customizing and rebranding mobile applications in Zoho Creator, while the upcoming session is about the recent product release updates in Zoho Creator where we will showcase a few key feature releases in Zoho Creator.

Title: Zoho Creator - Product Release Updates - Part 1
Date: July 11, 2024
Title: Mobile SDK in Zoho Creator for iOS
Date: June 20, 2024
The registration links given below are common for both the sessions 
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

Learning Table Series

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 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 the Professional services Industry was a success, and during the upcoming session we'll be exploring Creator for the food industry.

Title: Creator for the Food Industry
Date: August 1, 2024
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

Catalyst Bootcamp : Build a sales report generator using Python in AppSail

Catalyst AppSail is a one-stop solution you need to turn your ideas into modern apps at lightning speed.  Join our bootcamp to build a sales report generator using Python in AppSail. Discover how to harness AppSail's powerful serverless environment to create dynamic sales reports. Gain hands-on experience with code examples and best practices, and learn how to scale your applications seamlessly.

Date: July 25, 2024
Time: 8:30 pm to 9:30 pm IST | 8 AM - 9AM PT - Registration link

Zoho QEngine

The training program spans for three days, with each day featuring three 4-hour sessions where we'll delve into the features of the QEngine platform, as well as its cross-platform testing capabilities. The key focus of this session is to enhance understanding of how to leverage QEngine for efficient application testing, particularly through automation. Attendees will gain comprehensive insights into both automation and manual testing approaches, equipping them with valuable expertise in testing methodologies.

APAC & EMEA: July 15-17, 2024 | 9 AM to 1 PM BST - Registration Link
Americas: July 22-24, 2024 | 9 AM to 1 PM PDT - Registration Link

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 newly revamped Zoho Developer Community website to stay informed about the latest updates in the developer community.

Community Corner

Not only did they create the implementations and showcase them, they've also shared it with the entire developer community and extended a hand to anyone who needs help with the implementation. Now that deserves a round of applause!

Community Discussions

Zoho Developer Forum

  • Don't miss @Rodger's ingenious approach to automating file management with Zoho WorkDrive and Zoho CRM! His latest post offers a step-by-step guide with code snippets, allowing you to simplify workflows for a more efficient CRM experience.
  • Our MVP @Kevin Flynn's post discusses how to enhance quote creation in Zoho CRM by using client scripts instead of Deluge. He introduces a custom module for Product Packages to streamline the selection and inclusion of bundled products with accurate pricing and details. This method not only speeds up the quoting process but also ensures accuracy in applying promotions and discounts, improving sales efficiency for sales reps handling complex product bundles.
  • Check out the suggestions given by our power users @James and @Andres when @Yasser sought advice on adding custom text to a related list in Zoho CRM's Deals module. While Deluge functions were a starting point, the discussion shifted to widget-based options like Flyout Widgets and Kiosk Studio for a more flexible and dynamic approach to managing scripts.
  • @Alex needed to use a single custom function across multiple schedules in Zoho CRM for sending reports at different times. The community came to his aid advising him to schedule functions more frequently and using Zoho's REST API. Head over to the discussion and see which solution did the trick!

Developers ZUG Cliq Channel

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.
  • Are you looking for dashboard templates? Our power users from the Zoho Developer Community have plenty of suggestions. This thread helps you understand the options. If you've got your own, go ahead and share them with the community!
  • To a developer, there's only a few things as interesting as processing invaluable data with a powerful data-processing tool. Check out this conversation which started when Richard needed help with updating organization variables in Zoho CRM, using a widget in Javascript.
  • Zoho's inter-product integrations are known for being as easy as copy-paste, but things can get a little complicated when powerful features such as multi-select lookup fields and integration tasks enter the scene. Thankfully, when Jorge needed a hand with the same, Buddy was ready to help!
  • Working on subforms in CRM can be tricky and even time-consuming, especially when creating records. Check out this noteworthy conversation, which included not just more than one way to simplify the process, but also pitfalls to be avoided on the way!
  • If you still need convincing that the Zoho Developer Community is home to a Zoho user-cum-developer, check this conversation out. Members of the community come forward with different solutions that worked for them when Mohamed needed help to create a dashboard.

Community Spotlight

ZDH Speakers

As a continuation of featuring a ZDH presenter each month, this time, we are delighted to introduce the 12th episode presenter @Tasha Willows-Staples. Explore this post to discover the knowledge and insights he shared with the community.

Cliq Contributors

Here are our top contributors who have gone the extra mile to support and assist the community:



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

We appreciate you dedicating your time to peruse this month's digest. Make sure to follow the digest each month for the most recent updates and conversations. Stay connected and participate in the forums to be featured in the upcoming month's digest. Wishing you an amazing month ahead!


SEE ALSO


    • Sticky Posts

    • Zoho Developer Community Monthly Digest - December 2024

      Hello everyone! As we step into the new year, let’s reflect on the strides we’ve made together and gear up for the exciting opportunities 2025 holds. This month’s digest highlights key updates, engaging discussions, and upcoming events designed to keep
    • Zoho Developer Community Monthly Digest - November 2024

      Hello everyone! Welcome back to the November edition of the Developer Community Monthly Digest. Dive in to explore the upcoming events, hands-on training sessions, exciting product updates, insightful discussions, and more to keep you informed and inspired!
    • Zoho Developer Community Monthly Digest - October 2024

      Hello everyone, This edition highlights October's product updates, upcoming community events, engaging discussions that sparked inspiration, and celebrates the top contributors who drove progress. Grab your favorite beverage and dive in! Upcoming Events
    • Zoho Developer Community Monthly Digest - September 2024

      Hello everyone, This month's Developer Digest is packed with resources to help you build powerful applications. Learn how to leverage Zoho CRM's new features, explore the latest in Zoho Finance and Catalyst, and join exciting bootcamps, webinars, and
    • Zoho Developer Community Monthly Digest - August 2024

      Hello everyone, Get ready for another exciting month of Zoho development! Our August digest is packed with events, resources, and community discussions to empower you as a Zoho developer. Let's dive right in! Upcoming Events To stay on top of the upcoming
    • Recent Topics

    • [Important announcement] Zoho Writer will mandate DKIM configuration for automation users

      Hi all, Effective Dec. 31, 2024, configuring DKIM for From addresses will be mandatory to send emails via Zoho Writer. DKIM configuration allows recipient email servers to identify your emails as valid and not spam. Emails sent from domains without DKIM
    • Create workflow rules based on notes

      Last modified on 17/04/2023: Creating Workflow rules based on notes is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. As of April 13, 2023, it is rolled out for al Zoho CRM accounts.
    • Workflow sync between zoho books and zoho inventory

      Hello, While the custom fields, validation rules and even custom buttons are sync'd between zoho books and zoho inventory, the workflow rules do not. Not sure if this is an intentional purpose of zoho team for some good reason or if it's in the development
    • Item sales account via api

      Hey everyone, I’m making an invoice using the create invoice endpoint on the api. Is it possible to set a sales account in the line_items attributes?
    • Zoho Please change your ways

      I started using Your new Zoho bookings in earnest 3 days ago. What a mistake.  Once again, everything is backwards and upside down.  I had to spend 5 hours testing how the thing works in order for me to understand how to acutally use it.  When i started using google calendar years ago.  it took seconds to figure out how it works. Why is that. bc they put everything in places where it makes sense.  Today, I needed to add an appointment as well as a time off.  Stupid me i added the time off first,
    • Make a ticket visible in the Community

      Hi there, It is possible to have a conversation with a customer via a ticket and eventually the proposed solution isn't possible yet. Therefore you want to add it as an idea in the Community, available and open to everyone that is in the community, so
    • Zoho email folders gone

      Hi, All my email folders are gone, i cant found any email, except sent. Also before folder rulesas was changed and i didnt fixed them, could you please check it?
    • Pause/Resume Subscrtiption API

      I don't see the option to Pause/Resume a subscription using the API, is it in the pipeline?
    • Update Department on Ticket (with applied Blueprint)

      Hello, Is it possible to update the Department of a ticket which is dictated by a blueprint, e.g. I would like to change departments at different states in the Blueprint. I do not see this is an option in workflow rules or blueprint transition actions,
    • ERROR_CODE :554, ERROR_CODE :rejected due to spam

      Please verify bounce message: This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. xxx@thalesesec.com Error, ERROR_CODE :554, ERROR_CODE
    • Can't verify domain with AWS Route53

      I have a domain successfully transferred to AWS Route53 from NameCheap. When I try to CNAME or TXT Records as suggested, they are added in AWS console however zohomail does not verify them. For the TXT record zohomail says the value is wrong, whereas
    • Sent emails not going and showing "Processing"

      Hello Team, Could you please assist with sent emails showing "processing" and not actually going through? Many thanks and regards, Cycology
    • LinkedIn verification link and otp not receiving

      For the last 2 to 3 weeks I'm trying to verify my LinkedIn account to access my company's LinkedIn page, Linkedin is sending verification links and codes to this email address but I have not received any codes or links. Please help me here. Looking forward
    • send file to ftp or another external service

      i'v created a zoho creator application for take a picture and rename it by phone. Now i need to send Each renamed pictures to my ftp or to specific folder on google drive...then, delete it from creator. (every picture recived it will processed by another program and stored on my Erp) HOW CAN I DO ??
    • Mass pdfs into OCR field

      I am working on a Creator app that my org will use internally. Is there any way to mass upload pfs through a form with an OCR file upload field? Is Creator capable of this, or would I need to use Catalyst?
    • How to upload a file to form file upload field from deluge script.

      Hi guys, I need to store API response into Form File upload field . I'm not getting any errors but PDF file is not assigned to file upload field. You can check possibilities using below details: Method: POST URL: https://v2.convertapi.com/convert/web/to/pdf?Secret=<<SecretKey>>&Token=<<APIKey>>&Url=https://www.google.com You need to generate secretKey and APIKey by Login to https://www.convertapi.com/a/su Response: { "ConversionCost": 4, "Files": { "FileName": "www_google_com.pdf", "FileSize": 68342,
    • Export view via deluge.

      Hi, Is it possible to export a view (as a spreadsheet) via deluge? I would like to be able to export a view as a spreadsheet when a user clicks a button. Thanks     
    • Subform Time field showing as null in script.

      Good Afternoon everyone. I am trying to take the information from my subform and populate it into a multiline field in the CRM. The code below works with no errors. The problem is, it shows that the Open and Close (Time fields) are null. But they are
    • Is there a way to sort report on record template by a specific field like date field

      Hi, Is it possible to sort the report on the record template by the date field and not the default Added Time. Please check the example bellow: The records are sorting by the added time I wand to change that by the date field,
    • Shared subfolders

      Am I right in thinking that there is no Zoho email application that allows me to create a shared inbox and then add additional folders/subfolders under that inbox? If so, this is really quite incredible and probably a deal breaker for us to start using
    • Update Multi select field values to another form table as individual record

      Hi, I am new to coding and do basics within deluge. I need help with the deluge script to meet the following requirement. Form Student Attendance The fields are : Attendance Date Course (Lookup to Course Form) Class (Lookup to Class Form) Students (Multi
    • Shared Mailbox - Mark as read for all users

      Hi all, Maybe someone can help me out. At the moment we have a shared mailbox without streams. When a users reads an mail or marks it as read other users will not see this. How can we resolve this? We now archive the mails when read and followed up. However
    • Allocate emails to user in a shared mailbox

      Hi, This might be obvious, but I cannot find the answer. I have 3 shared mailboxes so any team member can see the emails. Is there a way of allocating a specific email to a user so that it is their responsibility to deal with it? Thanks in advance.
    • How to view shared mailbox in Outlook

      How to view shared mailbox in Outlook or in another software
    • Customising the approval email

      Is there anyway to customise the Approval email or to add further fields as the default looks so basic and unlike any of the other email notifications from Desk. My users just thought it was spam.
    • Pushing GCLID info from Gravity Forms to ZohoCRM

      We are switching to Gravity Forms from Zoho Forms and I cannot find any good info on how to make sure my GCLID tracking info is pushed through to the CRM through my new forms. There was an article in the documentation about placing something within the
    • Issue Configuring SSO Integration with Cognito in Zoho Help Center

      Dear Zoho Support Team, We have been working on configuring SSO integration for our Zoho Help Center using Amazon Cognito. While the setup appears to be completed successfully, we are encountering an issue when attempting to access the Help Center. The
    • Need manual aggregate column pathing help

      See linked video here: https://workdrive.zohoexternal.com/external/a5bef0f0889c18a02f722e59399979c604ce0660a1caf50b5fdc61d92166b3e7
    • Merging contacts does fail because of help center membership

      I'm trying to merge two contact records (they are the same contact) where one of them is a member on the help center. The system warns me about this situation and then I de-activate this contact as an "End User" for the help center. Right now the system
    • Duplicate Contacts - how to get merge or delete

      I have noticed that our list of contacts in Zoho Desk duplicates contacts periodically.  I have yet to identify when or why.  How do I merge or delete them?  I see there is a "Deduplicate" but I am unable to find anything that explains this feature.
    • "Mark as Spam" not working as expected

      Dear support, in the below scenario, clicking on "Mark as spam" identifies only the first of the checked emails as spam, removes that email from the visible list and leaves the rest of the list still visible & unchecked. I've tried check-marking them
    • Massive price increase for user licenses of Zoho Portal

      This actually a complaint about this announcement: https://help.zoho.com/portal/en/community/topic/free-user-licenses-across-all-portal-user-types You present this as an enhancement. And, yes, while reading the main part, I'd agree that (for smaller companies),
    • Calendar - "super compact" week view

      every time i go to my calendar i have to re-engage the "super-compact view" for the week view...is there a way to make "super-compact" a default view so I dont have to keep on setting it manually?
    • Calendar - "pop up" locations

      One of the attractive features of google calendar and outlook calendar is that locations for events will start to automatically populate the location drop down menu as you type. Adding this feature to zoho calendar would be the final feature i need.
    • Using Zia in Zoho Sheet data to research the internet and return answer to a cell in Zoho Sheet

      I'm trying to see if Zia (connected with OpenAI key) can take data parameters stored in a Zoho Sheet to conduct research out on the internet then return an answer into the same Sheet. I'm trying to do the equivalent of using something like the =AI() function
    • [Free Webinar] Learning Table Series - Creator for the Education Industry

      Hello Everyone! We're thrilled to invite you to the Learning Table Series—a year-long initiative to demonstrate how Zoho Creator can transform industries with innovative and automated solutions. Each month focuses on a specific industry, and this time,
    • Remove the [## XXXX ###] from subject replies

      For our organisation we would like to have the [## XXXX ###] removed from subject replies. Cheers, Jurgen 365VitaalWerken
    • Self Client Authorization Issue

      Hi. Trying to test the api integration for Zoho Desk with the Self Client - Client Credintials flow method. I've created the self client, obtained the client id and secret, inputted "Desk.tickets.ALL" as my scope, and "ZohoDesk.[My Zoho Desk Org ID]"
    • How Can I Easily Access and Manage My GEPCO Online Bill Using Zoho Sheets?

      Hello everyone, I'm looking for an efficient way to access and manage my GEPCO online bills. I've heard that Zoho Sheets can be a powerful tool for organizing and tracking bills, but I'm not sure how to set it up for this specific purpose. Does anyone
    • All notes disappeared

      I've been using the notebook app for over five years on my phone without being logged into an account. A few days ago I opened the app and all my notes had disappeared. Since then I tried restarting my phone, updating the app and logging into my account,
    • Next Page