Zoho Developer Community Monthly Digest - September 2023

Zoho Developer Community Monthly Digest - September 2023



Hello everyone!

As we step into the crisp and colorful month of October, it's time to take a step back to reflect on the fantastic month of September. In this month's issue, we have curated exciting updates, insightful articles, interesting community discussions, and helpful resources to keep you at the forefront of the Zoho Developer Community. Let's dive right in!

One of the major developments in the Developer Community arena is the newly revamped Zoho Developer Community website, where we've consolidated all the resources from the developer community learning series into a centralized hub for your convenient access. Consider bookmarking this site to stay informed about the latest updates in the developer community.

International Programmers' Day

September is special for us tech enthusiasts, as it hosts a significant day that celebrates something near and dear to our hearts - International Programmers' Day!

Zoho Creator Developers' Summit

At Zoho, we celebrated Programmers in style by hosting the Zoho Creator Developers' Meetup in our Chennai HQ. This meetup left a profound impact on all who attended. Developers were treated to a deep dive into the world of low-code development, gaining insights from our Developer Community members and Zoho Creator Champions @Deepa Govind and @Radha R. This celebration empowered developers with both knowledge and valuable connections poised to drive innovation.

Developers' Ask Me Anything

We organized an exclusive AMA session on LinkedIn to commemorate International Programmers' Day, featuring our CEO Sridhar Vembu. He provided detailed and insightful answers to a wide range of questions on all things technology and low-code development. Watch the enlightening conversation here.

Upcoming Events

Here are the exciting events lined up for the community in the coming weeks:
  1. Zobot 101: In this five-part online webinar series that started on August 24, learn all about Zobot – Zoho SalesIQ's AI -powered chatbot builder platform – and explore the ways to leverage its capabilities effectively for your business. For registration and more details, click here.

  2. Zoho Developer Hangout 10: Our Developer Community member, @Eric Chrobak - CRM Engineer at Vaspian - will delve into error handling in Deluge, debugging and testing on October 17. He will also discuss best practices when using services such as Zoho Catalyst, GCP, AWS, and other serverless functions with an API. To register and know more about this meetup, click here.

  3. Zoho Cliq for Developers 101: Zoho Cliq for Developers 101 is a three-part webinar series starting October 19, curated to provide a comprehensive understanding of Zoho Cliq's Development platform and its various components such as slash commands, bots, widgets, and more. Click here for registration and more details.

  4. Creator Tech Connect Series: 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, cloud functions and the most awaited feature "Canvas Builder." Click here for more information. 

    Date: October 12th, 2023

    Topic: Technical Series - Cloud Functions in Zoho Creator

    APAC & ANZ - 11 AM to 12 PM IST - Registration Link

    Americas & EMEA - 9 PM to 10 PM IST - Registration Link

  5. Creator Learning Table Series: This series is designed to provide users with valuable insights and knowledge about Creator's capabilities in various business use cases and applications. This year we've adopted the "12 Months, 12 Industries" concept. Each 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.

Date: October 5th, 2023

Topic: Learning Table Series For Insurance 

APAC & ANZ - 11 AM to 12 PM IST - Registration Link

Americas & EMEA - 9 PM to 10 PM IST - Registration Link

September Highlights

Besides International Programmers' Day celebrations, September also brought forth other notable events.


Zoho in Sync with Apple's Latest Updates

Zoho is always quick to embrace latest Apple tech in our Mobile apps, making it a breeze for our users to manage their businesses on their devices. Discover our latest and high-quality updates here.

Zoho Developer Hangout - Episode 9

Our community member @cmowers, Developer and Zoho Team Lead at AspenTech CRM, shared expert tips on Client Script implementation in Zoho CRM. Client Script is a dynamic feature introduced within Zoho CRM designed to achieve and extend real-time business cases through customization. 

Zobot 101

In the third session of the Zobot 101 series, @Radha R, Founder & CEO of Spikra - Zoho's Premium Partner, graciously shared her bot-building journey. She provided valuable insights into the do's and don'ts, shared best practices, some handy hacks, and expertly addressed all questions, aiding the community to kick-start their own Zobot journeys.

Community Discussions

Zoho Developer Forum

  • Discussions about the implementation of Client Scripts are continuing within the Zoho CRM Developer Series: Client Script announcement post. This post serves as a valuable resource for developers who are exploring Client Scripts in Zoho CRM.

  • Wondering how to update date/time field with the current time on page load using Client Script? @Bhoomi Joshi and @Haiku Technical Support has got you covered in this post.

  • When @Benjamin Höhner encountered difficulties while attempting to set up a custom function to auto update Deal name on create/edit, our MVP @Hugh Marshall identified the problem and provided assistance in resolving it in this post.

  • Take a look at the suggestions and codes shared by @Haiku Technical Support and @Nik to tackle date format discrepancies in @Frederik Samberg's Client Script use case. 

  • Want to know how to store data between events using Client Script? Check how @Federico got a solution from @Haiku Technical Support.

Developers ZUG Cliq Channel

Note: These conversations are confined to the Developers ZUG Cliq channel members. If you're keen on becoming a part of this space, please fill in this onboarding form to receive your invitation to join the channel.
  • Learn how to add validation to the user field to restrict record ownership to specific users using Client Script in this conversation.

  • Can you use Zoho as an Identity Provider for third-party websites? Explore the possibility in this discussion.

  • Looking for a way to fetch the actual "true available stock" that accounts for committed stock using the Zoho Inventory API? Go through this discussion to find out how.

Resource Spotlight

  • #Simple yet significant pointers - Check out these posts for simple fixes for some common mistakes that are frequently made while building Zoho CRM extensions.
  • Zoho CRM Developer Updates: 
  • Kaizen: This series aims to benefit developers to gain insights into the various developer tools available in CRM.
    • Kaizen #100: A significant landmark calls for a special Q & A post. This post contains responses from our product experts to the queries posed by the community members.
    • Kaizen #101: This post is the extended version of the previous Kaizen post and contains answers to the questions on Assignment Rules and Widgets. 
    • Kaizen #102: To accommodate the myriad of queries, this post is also dedicated to the responses for all the remaining questions posed by the community members.
    • Kaizen #103: This post explores Bulk Write API in detail, and how to implement it using Zoho CRM PHP SDK.
    • Kaizen #104: As a continuation of the previous Kaizen post, this post guides you to create a bulk write job, fetch the job status, and download the results.
    • Kaizen #105: This post discusses Functions, Integration Tasks and API Credits.

Community Spotlight

ZDH Speakers

The contributions of our ZDH presenters have been instrumental in the success of the this segment. We extend our heartfelt appreciation for their efforts.


As a continuation of featuring a ZDH presenter each month, this time, we would like to introduce our second ZDH presenter, Jesus Sosa. Explore this post to discover the knowledge and insights he shared with the community. 

Cliq Contributors

The Developers ZUG Cliq channel has consistently served as the primary hub for community members seeking technical assistance and engaging in savvy discussions. Here are our top contributors who have gone the extra mile to support and assist the Zoho Developer 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 insights and conversations. Stay connected and participate in the forums to be featured in the upcoming month's digest. Wishing you a fantastic month ahead!


Happy coding!

SEE ALSO


    • Sticky Posts

    • 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

    • Extensions 101: Build Extensions for Zoho Finance suite

      Hello Developers! We are thrilled to announce our 5-day webinar series on building extensions for Zoho Finance Suite products. Our first session was a resounding success, introducing Extensions, Zoho Developer, Zoho Marketplace, and the Zoho Books Developer

    • Recent Topics

    • Ticket Views: filter criteria -> dynamic date values in relation to the current date

      Hello all, It would be very helpful if you could build custom views in such a way that you do not have to adjust the criteria daily or at whatever interval in order to change the fixed date value as needed. For example, I would like to create a view that,

    • Captchas: No support for Google reCAPTCHA or similar

      Hi all, The current captcha integrated into Creator is very basic, and often near-impossible to read. I'm building an app for a charity which includes a couple of public-facing forms, and this is a real issue for people with dyslexia and related conditions - it's effectively excluding them if you want any form of spam protection at all on your published forms (and that being said, the current captcha doesn't even seem very effective - bots can often read it more easily than humans). I've raised this

    • Maintain consistency in ticket responses with shared snippets

      Hello everyone! We are excited to announce that our highly anticipated snippet sharing feature is now available to all users. As you know, snippets are pre-defined message templates, or canned messages, that help agents respond to tickets with efficiency.

    • Tickets - Zoho Desk

      Hi Team, My Clients need to see their tickets created and the status of the ticket in the Zoho Support Desk itself. How can I do this? My Client doesn't have a Zoho Account. They need to access the ticket by the provided link without signing in.

    • Automatically assign Contacts to Account owners

      Hi, I have a finite number of accounts set up in the CRM, and each new contact that comes in is automatically assigned to an Account according to a rule I set up. I want the Contact owner in the Contacts module to be assigned to the relevant Account owner.

    • Making Copies/Duplicates of Zoho Forms (Shared)

      Question to the community: is there a way to take a 'shared form' , make a duplicate copy and save under My Forms, so that i can use that which was already created as a template to make updates to and use as a test form and be able to have full access,

    • Using IMAP configuration for shared email inboxes

      Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure

    • Can you help us creating a customised form with payment link?

      I would like to create a customised Transport form where the user will be asked to make payment basis the drop/ pick up they select.

    • Deleting or disabeling predefined ticket list views

      Is it possible to delete or disable predefined views or is this still not possible? For instance, we are not using the chat function and therefore have no use for the "Missed Chats" view. Thanks!

    • How to restore deleted Field

      I edited a field in zoho form and by accident I deleted a field (email address). The form is ongoing to be filled by respondent. Then, when I checked to the all entries and report, the email address is gone. I checked in audit log, there is a record that

    • Unable to load your extension. Please check your plugin-manifest or Resources.json.

      Hi Team, I am using the config module with multiple fields of different types, such as checkboxes and picklists. However, I am encountering the following issues: Error Message: When loading the extension, I get the error: "Unable to load your extension.

    • Remove or hide default views

      I'm looking to only have the views pertinent to my organization.  Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...

    • No Sales Returns on SO's with Dropped Shipped items + Inventory Items

      We have encountered an issue in Zoho related to sales orders that include both dropshipped items and inventory items. Specifically, it is currently not possible to create sales returns for the company’s own inventory items from these sales orders. This

    • Layout Rules / Quick create

      Hello, is there a way to create a layout rule for quick create option? Regards, Katarzyna

    • Issue with Create Note Button and Popup Form in Leads Module

      Hello Zoho Community, I am trying to implement a "Create Note" button in the Leads module with the following functionality: 1. When the button is clicked, a form should pop up with fields to add notes. 2. After filling out the form and clicking Send,

    • Finding draft ticket replies

      Is there a way to see all tickets which have draft replies?

    • Guidance on Making Zoho Desk Connections Available for All Data Centers

      Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on

    • Caso de Uso | Menos trámites, más salud: Clínicum optimiza sus recursos con Zoho One

      "La automatización del proceso de solicitud de bajas y su trazabilidad a través de Zoho nos ha supuesto una mejora en el ROI." - Carol Rodríguez, Responsable de Experiencia del Cliente interno y externo en Clínicum ¡Hola a todos! Estamos emocionados de

    • Is it possible to disable Chat Waiting Time, or to make it indefinite?

      We have used many online chat services over the years. However, Zoho's SalesIQ appears to be the only one we've tried that has a mandatory time limit where we must respond to new customer queries. We are a small business so we have no dedicated staff to monitor incoming chats, which makes this requirement very undesirable. (There have been no complaints from our clients when we're slower to follow up.) Is there an option I'm missing to turn Chat Waiting Time off, or to allow an infinite wait time?

    • Double opt-in notifications and customizable confirmation messages for your webforms

      Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit

    • Bulk create tasks - Zoho Projects API

      Hi Zoho/Community, I am trying to create multiple tasks in a single API call, is there a way we can combine multiple request bodies into one single payload? The issue I am facing is the rate limiting on the API, I wanted to create certain amount of tasks

    • Task Due dates and Reminder Date & Time

      I like to have a reminder on many tasks in Zoho Recruit. I find the process cumbersome in that each task requires the following: 1. click and select due date 2. Click the reminder box 3. Click on (Reminder) Start Date 4. Click on (Reminder )Time If one

    • Unable to Access Admin Console and Email Sending Issues

      Hello Zoho Support Team and Community, I hope this post finds you well. I am currently facing two significant issues with Zoho services: Admin Console Access Issue: Every time I try to access the Zoho Admin Console, it gets stuck on the loading screen

    • Tracking new lead response time

      Hi, I have a team of Sales Development Reps, who have a KPI of responding to a lead within 20 mins or less once it hits the system.  I seem to recall that Zoho CRM had the capability to track this in a previous version, but don't see it anywhere.   It's

    • Getting The Following Error.. 550 5.4.6 Unusual sending activity detected

      I just launched a marketing campaign and I got this error. Everything was working fine previously. This is a big launch so need to fix it asap. Can anyone help?

    • mail

      Frequent sending of this email, what does this mean? How to solve it

    • Printing on 80mm bluetooth Pos Printer

      Hello. I am trying to print receipts and invoices using my 80mm bluetooth connectivity Pos printer. I have configured the Templates to Retail so that it matches the paper width of the Pos printer. However, when I click Print in zoho, first it opens the

    • Trying to integrate gmail but google keeps blocking Zoho access for integration??

      hi i am trying to integrate a gmail account so can track/access business emails this way. I have followed the instructions but after selecting my email account it gets re-routed to this message (screengrab below) Can anyone advise a way around this or

    • Which attribute in Zoho books invoice api represent branch attached to the invoice?

      Hi Zoho Team, We have done the integration with Zoho Books API. While fetching data from Invoice API we want to get branch value attached to the invoice. We could not figure out which field in "Get an Invoice" api represents branch value attribute. Thanks

    • How to Billed from two different GST Numbers

      How to Billed from two different GST Numbers. Suppose ABC & Co had GST registration in Delhi and Haryana and Zoho account is created with Delhi GST Registration number. Now i also want to issue invoice from Haryana GST Registration number. How can i proceed ?

    • How to hide Predefined views

      Hi, I would like to know how to hide: Predefined views and Recent views or some records from this list. If I'm using it form iPad I have to scroll to see User created views. Or maybe it's possibility to move User created views on the top. All the best,

    • Is it possible to trigger the review process when a record is edited?

      Hello, I need to trigger a review process whenever a field is updated to a specific value. This field is empty when the record is created and is only filled later. I know the approval process exists, but that's not what I'm looking for in this case. What

    • 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.

    • Deleting Views

      How do you delete views? Please syd

    • Fixed Assets

      Where would I manage my fixed assets

    • Create a purchase order in vendor's currency

      I am having a problem working this out and would appreciate some suggestions. We have Books and Inventory working in tandem. We are in Australia, our product is sold in Australia in $A and obviously all our invoices, accounts and reports need to be in

    • Report on Assets

      Hi,  Is it possible to report purchased assets on a specific year? The Balance Sheet shows everything up to the current date, and the expense reports will not show purchased assets because they are assets not expenses. If it is not possible, then is it possible to setup an API connection with Books to extract data from to another Reporting application?

    • Purchase of Fixed Assets

      How can I record the purchase of assets using zoho books? For example, I purchased 4 laptop for 100000 $ each and paid it through my bank account. How can I record this transaction and maintain track of how much of the assets I bought?

    • Where is the Fixed Asset Register?

      I am a Zoho One user for 18 months, using invoicing and CRM and now ready to migrate my books to Zoho Books. Where do I keep the fixed asset register for the equipment that I use in my business? I have a service based business with a lot of gear and business

    • Fixed assets recording

      Hello there, I recorded a bill for a vendor contain (Computer) so the PC is a fixed assets, do I need to do a manual journal to include this PC under the fixed assets category (furniture & equipment)? If yes, please take me through the manual journal

    • Next Page