Zoho Developer Community Monthly Digest - July 2024

Zoho Developer Community Monthly Digest - July 2024



Hello everyone,

We're here again with July month's digest packed with exciting events, resources, updates, and community discussions to empower you as a Zoho developer. Dive right in!

Upcoming Events

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

Zobot Bootcamps - India

We're thrilled by the support and reception we've had so far for the Zobot Bootcamps in the first four cities on our schedule. We can't be more excited to meet you all in your cities soon and 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. Register for a bootcamp in a city near you!

A Glimpse of our Zobot bootcamps across cities in India

Deluge Bootcamp - Chennai

Are you looking to add a new programming language to your arsenal? Then, this bootcamp is written 'you' all over it! We're starting with our home turf—Zoho Corp office, Chennai, India. Learn the ins and outs of Deluge—Zoho's proprietary scripting language—with interesting hands-on exercises and explore how you can use it to automate your applications. Learn more and register now.

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 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

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 Food Industry was a success, and during the upcoming session we'll be exploring Creator for the Healthcare industry.

Title: Creator for the Healthcare industry
Date: September 5, 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: Overcome Lead Scoring Challenges with No-Code ML

Are you ready to transform your lead management? Join us to learn how to automate lead scoring and prioritization using Catalyst QuickML. Understand how to set up custom ML models, integrate lead scores into your CRM, and streamline your sales processes for maximum efficiency and improved conversion rates.

Date: August 29, 2024
Time: 8:30 pm - 9:30 pm IST or 8 AM - 9AM PT - 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 Discussions

Zoho Developer Forum

  • Want to create a custom function in Zoho CRM that allows one Quotation to be associated with multiple sales orders? Check out the code snippet shared by @Ishwarya SG that does the trick.
  • Stuck refreshing the API access tokens? This forum thread cracks the code on "invalid_code" errors. Learn to identify the culprit and follow the steps (with handy documentation links!) to keep your connection running smoothly.
  • @Haiku Technical Support uncovered a bug with ZDK.Client.navigateTo(). Zoho acknowledged the issue and swiftly rolled out a fix across all data centers. Join the conversation to learn how this community member's diligence led to a smoother CRM experience for everyone! 

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.
  • Our community members' (@Nagarajan M, @Rafiullah Nikzad@Pranit) Deluge expertise came in handy when @Anjani wanted help in creating a custom function in Zoho Books. Check out their solutions here.
  • @Eric Chrobak, one of our consistent community contributors, needed a solution to validate a subform data in CRM via mobile app, for the sales team to use on the field. Before the community came up with answers, in true Eric fashion, he found a solution and shared it with everyone. This truly embodies the spirit of growing together with the community. Please check out his requirement and the solution here. If you have an alternative solution, feel free to share it in the same thread to benefit the community.
  • When @SYED was trying to figure out a solution to get related records list through a custom function, @Mike - caretgrowth.com pitched in with two methods with its pros and cons.
  • This is a classic case of how one can utilize the power of community. As Sharan sought for solutions to address the 'run time error' in Deluge, @John Pia@Mike - caretgrowth.com, and @Eric Chrobak shared their tips and best practices. If you are using Zoho Deluge, please set aside a few minutes to understand these solutions. If you have a better alternative, go ahead and share yours in the same thread.

Community Spotlight

ZDH Speakers

As a continuation of featuring a ZDH presenter each month, this time, we are delighted to introduce the 13th episode presenter @Damien Cregan - bccloudtech.com. 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


    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      • 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

      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ






                              ご検討中の方

                                • Recent Topics

                                • Questions about To Do

                                  1. I created a To Do note on Android and there is a line sorting option in the options drop down menu. But I didn’t find such an option in the PC client. I really need this option. 2. Why is there no scrollbar in To Do? When there are many lines, it is
                                • Tip of the week 03 - Sending emails in batches

                                  Today's marketers not only want their email marketing to be efficient, but also smart. For an email campaign, you may think you have all the essential elements for lead conversion—a big mailing list, an attractive template design, and the most-engaging message content, but after hitting the ‘send’ button, you may not get the expected conversions. Wondering why? Here’s one of the major reasons. Many marketers miss out on sending the email campaign the right way. Did you know that you should not be
                                • Sites Speed and Performance Grades

                                  I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,
                                • Feature Request - Configurable Payment Icons + Pay Now link in email.

                                  The PAY NOW buttons (icons) on invoices are really small. It would be great if we could make that a big, colored icon. Better would be to add a button to emails as well. 
                                • Website Access Blocked (from one pc only) when attempting unattended access to any device

                                  Hello From one of my laptops I cannot access any remote device using unattended access. A Zoho Assist error page didplays 'Website Access Blocked. See attached.
                                • AI read notes or explanation

                                  It would be such a great feature to have AI voices be able to read our Notes or Explanation If not having the AI speak the notes at run time, how about a feature where inside of Zoho Show you can have it look at all the notes of all the slides and have
                                • Top Menu Disappeared from Blog Page

                                  Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.
                                • Managing Prepaid Hours for Consulting

                                  We are a consulting firm that bills clients a flat upfront annual fee plus an hourly rate and offer a discount for pre-paying a block of hours. Hours that surpass the pre-paid block are billed monthly at the normal rate. If there are any pre-paid hours remaining at the end of the project they are banked for future use. I'm not seeing a method of doing this in Projects/Books/CRM... thoughts?
                                • ZOHO Widget SDK not loading in html

                                  I have this code below, I have imported the widgetsdk however I get the error shown in the image, I have tried many different ways of importing and initiating the function ZOHO but nothing is working. can someone explain what I'm doing wrong, if I am
                                • Enhancements to Zoho Corp Help Center "Team Requests" View

                                  Dear Zoho Team, I hope this message finds you well. The ability to view both my tickets and my team’s tickets in the Zoho Corp Help Center is a fantastic feature, especially as the focal point for Zoho in our organization. However, we’ve encountered a
                                • Allow Multiple Scheduled Appointments with Zoho Support

                                  Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when scheduling
                                • Projectwise budget ---

                                  Can we have a Project wise subject in addition to the Monthly, and quarterly ACCOUNT LEVEL budget?
                                • WorkDrive API Documentation

                                  WorkDrive provides users and developers an extensive set of APIs to help integrate functionalities of Zoho WorkDrive with other Zoho applications and third-party tools. We have published the official WorkDrive API Documentation page for all external users.
                                • Error 403: Forbidden When Updating Email Signature via API

                                  Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden
                                • Who can see draft replies on tickets?

                                  We have noticed that we are able to see draft replies made by other agents. Which settings can limit this visibility? It makes sense to me that admins and the agent who created the draft would be able to see the draft, but no one else. How can we make
                                • Serious question: Are there actually "solo-preneurs"/small business owners who made Zoho-one work well for them?

                                  L.S. After already many years of continued struggle with Zoho-One, I am seriously wondering if there are actually solo-preneurs (one person small business owners - without a large, dedicated IT dept.) who got it (Zoho-One) to work well for their businesses.
                                • Major iOS issues when accessing forms via the browser

                                  Hi, We have been using forms for some time, while the office staff are accessing the forms via the app on Android mobiles, we have a fleet of sub contractors that we would not like them having access to the main app as some of the forms are confidential
                                • 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,
                                • How to Iterate a Function in Zoho Desk Workflow with Delay Between Calls?

                                  Hi everyone, I’m working on a function in Zoho Desk that searches for a specific ticket record. If the ticket is not found, I need to retry the search multiple times with a delay between each attempt until the ticket is located or a maximum number of
                                • How to Iterate a Function in Zoho Desk Workflow with Delay Between Calls?

                                  Hi everyone, I’m working on a function in Zoho Desk that searches for a specific ticket record. If the ticket is not found, I need to retry the search multiple times with a delay between each attempt until the ticket is located or a maximum number of
                                • Work Orders / Bundle Requests

                                  Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of
                                • Zoho Books API Limit Is RIDICULOUS!!!!!!!!!!!!!

                                  The 2,500 API call limit in Zoho Books is about as useful as AOL dialup.  Seriously Zoho, not only can I use up 2,500 API calls in no time with my own app but YOUR OWN STUPID IPAD APP blows through them super fast too, so if any one of my clients wants
                                • QR codes in templates

                                  I'm excited about the new QR code generator. I have included a QR code that contains the record ID setting "${ID}" as input data. In the report detail it works perfectly but when printing it in a template the code is not shown.
                                • Button Display Conditions

                                  Hi Guys, Is it at all possible to have extra button conditions? Context: We have data in our deals module which has a custom button which converts the deal into contacts + set up relationships between them. At the end of the conversion we set a field
                                • Knowledge base: The nitty-gritty of SEO tags

                                  A well-optimized knowledge base with great SEO can benefit your company by allowing customers to find help articles and support resources using search engines. This enables customers to quickly and efficiently find the information they need without direct
                                • Social Media Simplified with Zoho Social: Make the best out of the publishing calendar

                                  Are you a marketer who likes visualizing your plan of action before you start social media posting? Are you part of a team that works on social media on a rotational basis, so the most important task is to collaborate to avoid overlap and confusion? Or
                                • Custom function daily limit and procedural programming

                                  Dearest Zoho Today, support confirmed that if I call a custom function from another custom function then I will use up two, with regards to my daily limit. A few times, we have blown our daily limit and that means that ordinary business processes don't run for the rest of the day. I have to mop these up the following day and there is no guarantee that I will get it right. Therefore, I can't afford to waste any. Procedural programming has been around for over 50 years now and it greatly simplifies
                                • Unified customer portal login

                                  As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that
                                • Welcome Link Expired

                                  Hi The links sent to the users didn't get clicked on in time and now all the links have expired. Is there a way to send a new link without deleting them and re-adding them>
                                • New enhancements: Changing portal users' email addresses and new customization options for templates

                                  Dear All, Portals have enabled organizations to extend access to various CRM modules to their customers, vendors, partners, and end users, per their business requirements. When a portal is created, an invitation email is sent to portal users with a link
                                • Granular Time Frame Settings for Message Deletion and Editing in Zoho Cliq

                                  Dear Zoho Team, I hope you're doing well. Currently, the settings for message deletion and editing in Zoho Cliq are configured globally under: Admin Panel > Organisation > Configurations > Conversations Delete messages: Time frame to allow message deletion
                                • New Built In QR/Barcode Generator Print Settings

                                  I'm trying out the new QR/Barcode generator field in Creator. I would think most people will want to print these, like I do. I am not seeing any way to control the height or width of the barcode for printing (inside the print/pdf template builder). The
                                • Zoho One. Client Script

                                  Hi, I would like to know if the Client Script feature is available in Zoho One. If it's, how can I enable it?
                                • Calendar View for Zoho Tickets

                                  Is there a way to view your tickets with due dates on a calendar view? I can not find a way to merge my Zoho Calendar and Tickets. This would be extremely helpful to my team.
                                • Delete / Modify Default Career Site - Zoho Recruit

                                  Hello, It would be very useful if we could delete a default career site or change which of our career site is the default. Our Career site was created when there were issues with Zoho Recruit creating English CTA buttons on French Career sites. The only
                                • Workflows for Timesheet

                                  Good day, Any way to have timesheet as triggers? I looked into Zoho Flow and into Zoho Project automation but no where can I have timesheet as a trigger. Basically, I would like to trigger something upon timesheet approval. Right now, the only way to
                                • Is it possible to hide Developer Space for all user in Zoho Projects

                                  Hello! I am Zoho admin in a company and we want to use Zoho Project to manage projects, but after a few days of testing we are not able to "hide" the Developer Space from all kind of users except the admin. To sum up, I want to hide this for all users.
                                • Introducing automation and utility conversations in WhatsApp marketing

                                  We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automating
                                • Extracting data from cells in zoho sheets for zoho books

                                  I am currently uploading my bank statment in excel format to zoho workdrive. I would like flow to extract certain data and send it to zoho books. Would scripting in zoho flow be able to help me with this? By this I mean should I attempt this in zoho flow
                                • Within the Basic KPI component in Analytics, it is impossible to set "next" day range as a filter

                                  Hi there, I am currently setting up a deal dashboard for the Sales team. While it is possible to filter deal records to show records that were created LAST X days only, it looks like a NEXT X days Closing date filter is not available. Would it be possible
                                • Next Page