Zoho Developer Community Monthly Digest – March 2025

Zoho Developer Community Monthly Digest – March 2025



Hello everyone,

This month is packed with exciting product updates, learning sessions, and powerful community conversations that remind us: sometimes, the best solutions come from a single shared question. From quick workarounds to upcoming training events and product releases, there's something here for everyone.

Let's dive in!

Upcoming Events

Creator Tech Connect

Title: Product release updates in Zoho Creator
Date: April 9–10, 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 comprises 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 advanced UI/UX customizations in Zoho Creator. In the upcoming session, we will explore the recent product release updates in Zoho Creator.

ZDK CLI (Zoho Development Kit Command Line Interface)

Date: April 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 – Data Storage
Date: April 17
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 extensionsRegister for the upcoming sessions, where we'll delve deep into developing extensions for Zoho products like Projects, CRM, Books, and Desk.

Zoho Developer Hangout – Episode 21

Title: Zoho System Integration: Collect, Manage, and Utilize Data
Date: April 23

Time: 8:00 PM IST (GMT+5:30)

In this session, we’re featuring a ZDC Hackathon 2024 winner from the Zoho Creator Category who tackled one of the biggest business bottlenecks—hiring—and turned it into a fully streamlined, automated system. Wonderboy, Sourcing Coordinator & Junior Developer at WeThinkCode_, built this project using Zoho Creator, CRM, and Forms, simplifying the entire recruitment process—from collecting applications to sending updates via WhatsApp and email. It’s smart, practical, and something you could absolutely build on. Register here.

Catalyst 101

Title: Data & File Management and Querying
Date: April 29
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.

Learning Table Series

Title: Creator for the Property Management
Date: May 8, 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 of Creator's capabilities in various business use cases and applications. This year as well, 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 Asset Management was a success, and during the upcoming session, we'll be exploring Creator for the Property Management.

Zoholics USA 2025

Date: May 13–15
Location
GRB Convention Center in Houston

Join us for three days of inspiration, innovation, and invaluable connections. Whether you’re attending breakout tracks, scheduling 1-on-1 expert sessions, or mingling in networking lounges, we promise you’ll leave with actionable insights and a refreshed perspective on your business. More details here.

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.
Alert
Postman’s 2025 Developers’ Choice Awards at POSTCON ’25

If you’ve found our Zoho CRM Developers API collection on Postman helpful, we’d be honored to have your support! This collection is regularly updated with a focus on simplifying your development experience and helping you work with our APIs effortlessly. We’re excited to be a part of this contest and your vote could help us win. Your support not only motivates us but also drives us to improve and deliver more value to our developer community.

Please cast your vote here and share our profile. Voting lines are open until April 18, 2025. 
  • Zoho Creator
    Get access to the previous Zoho Creator Session recordings from Youtube & Zoho Creator Studio below:
  • Zoho Analytics
    Let's explore how the integration between Zoho Analytics and Zoho Desk can transform customer support, helping teams move from basic reporting to data-driven decision making in this blog.

  • Zoho Flow
    One of the biggest advantages of using Zoho Flow is that all your workflows are in one place, making it easy to make changes, switch them on or off, and monitor how every step is performing. 
    Now we're making it even easier for you to keep track of your flows and perform quick operations. Say hello to the Zoho Flow mobile app for iPhone!

  • Zoho Notebook
    AI is advancing rapidly and becoming a staple in our daily lives. From boosting our writing skills to enhancing productivity, AI tech is all around us. Because AI is so impactful and becoming the future of advanced technology, we thought, why not implement it in Zoho Notebook to make your writing experience a piece of cake? I
    ntroducing Notebook AI, our powerful AI writing assistant in Zoho Notebook.

  • Zoho Directory – Always Verify #09
    As we march ahead into April 2025, you have on your screens yet another edition of Always VerifyWe have searched the internet far and wide to bring you impactful Identity and Access Management stories- MFA mandates, ransomware attacks, crazy authentication workflows and of course, the Oracle Cloud breach.

Community Discussions

It’s a great reminder that in the right community, every challenge is just one conversation away from a breakthrough.

Zoho Developer Forum

  • @Nik ran into a snag trying to remove backslashes from a string in Deluge, so he came up with a quick workaround—bit of a hack, but hey, it did the trick. Then @Andres stepped in with a much cleaner fix that made things way easier. Want to know what the fix was? You’ll have to check out the post! Just goes to show, even a messy workaround can lead to a solid solution when you share it with the right crowd.
  • @Federico ran into a workflow hiccup while creating a related record in Zoho CRM—every time he hit “Save,” it would bounce him right back to the parent record. He wanted to stay on the newly created record instead. What followed was a thoughtful exchange around client scripts, potential workarounds, and platform limitations. While there's no one-click fix (yet), the conversation shed light on the why behind this behavior—and sparked ideas that might just lead to a future product tweak. Curious how others are handling it? The post’s worth a read.
  • When @Richard ran into a frustrating error in his Zoho Books Deluge script, the error message wasn’t giving him much to work with. He reached out to the community, and @Bhoomi, our MVP, stepped in to help, spotting a small but crucial syntax issue—something as simple as a missing semicolon. It’s a reminder of how sometimes the smallest detail can cause the biggest roadblock. Check out the post for the full solution!
  • @Taryn noticed something strange—values entered into a custom field on the Lead form in Zoho CRM weren’t saving, and the field just lit up yellow with no error message in sight. It was one of those head-scratcher moments until @Anonymous User stepped in with a simple but spot-on suggestion: check the field’s permissions. Sure enough, that was the culprit. Just another example of how a fresh pair of eyes in the community can help uncover what you might’ve missed.
  • When @ebizness set out to automatically create a new Contact every time a custom CRM module received a new record, things seemed straightforward—until the workflow threw an error. While @Ishwarya guided them through the workflow setup, it was @Max Tyack who shared a golden tip that turned the tide. The moment @ebizness tried it, everything clicked into place. Curious what that magic tip was? Head to the thread to see the clever trick that made the automation work seamlessly!
  • @Hayden’s post casually introduces the concept of the Levenshtein Distance algorithm—measuring how many edits it takes to turn one word into another—while showing how he built a working fuzzy matching system in Deluge. Using maps to mimic 2D arrays and a quirky recursive helper, he proved that with a bit of creativity, even compact scripting tools can be stretched to do pretty impressive things. A fun read that’s both educational, entertaining, and super cool!

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.
  • This thread explores a real-world use case that pushes readers to think beyond the UI. By sharing her situation, Trish uncovered a workaround others can benefit from. Conversations like these empower developers to dive deeper into Deluge, workflows, and modular automation—things the docs might not cover, but the community certainly does!
  • When the documentation doesn’t cover a unique use case, conversations with peers help fill the gaps. When @LaVerne set out to trigger a custom function from the Zoho Cliq check-in (without using Zoho People), @Mike helped highlight some platform boundaries, while @Pranit offered practical insights and opened up the idea of using Cliq Widgets as a potential custom solution.
  • @Mangesh faced a common developer pain point: missing custom fields in the Zoho Books API response. His precise question led to a straightforward and helpful answer from @Pranit, who offered a simple tip that now makes API calls more predictable. It’s proof that asking clear questions gets you closer to clean solutions—especially when the right folks are listening.

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

    Nederlandse Hulpbronnen


      • Recent Topics

      • Radio button data won't update

        Wondering if anyone is experiencing the same problem. I tried bulk updating our data on Zoho Creator using API and noticed that the radio button field wasn't updated. I have tried updating it manually, it didn't work. When I tried updating a text field
      • Register the 'Contact Role' addition and change as a Potential edition so it can trigger Workflows

        We are trying to use "Contact Roles" in Potentials. Contact Roles are special and different than the other Related lists, so, it may have a special behavior. Something to keep in mind is that you will never have 100 Contact Roles as you can have 100 Tasks, Calls, or any other Related list. In our case we will have 2 in average and up to 4 or 5 maximum. The problem is that we need to bring information from 3 key Contact Roles to the Potential and adding a Contact to the Contacts Roles area never trigger
      • Synchronise item image between Zoho Commerce and Zoho Books/Inventory/CRM

        Here is a blindingly simple idea to tie several Zoho products together. Zoho - please include a method to synchronise the item image (or images) from one Zoho application to another. For example, if you upload an item image in Zoho Inventory, a user should
      • Accessing shared mailboxes through Trident (Windows)

        Hi, I have a created a couple of shared mailboxes. The mailboxes are showing up on the browser based Zoho workplace, but I cannot seem to figure out how to access my shared inboxes through Trident (Windows). Am I missing something or is this feature not
      • Introducing Global Sets for easy management of similar picklists in CRM

        Latest update (December 2025): You can now apply color coding to the values inside a global set, the same way you color code values in regular picklist fields. Update (Sep 2024): We've increased the maximum count limit for global sets. These new limits
      • Uploading a signed template from Sign to Creator

        Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach
      • No Ability to Rename Record Template PDFs in SendMail Task

        As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and
      • New in CPQ: Smarter suggestions for Product Configurator by Zia, and additional criteria in Price Rules

        Hello everyone! CPQ's Product Configurator in Zoho CRM allows sales teams to define structured product bundles through configuration rules, ensuring that the right product combinations are applied consistently in quotes. Admins set up these configurations
      • Feature Request: Dynamic Dimension Control for zc_LoadIn Popups

        As detailed in this community discussion, Zoho Creator's zc_LoadIn parameter is a vital tool for opening components (forms, reports, or pages) in modal dialogs via HTML snippets, Notes, or Rich Text Fields. While powerful, this feature suffers from a
      • Process between CRM and Campaigns to ensure double opt-in contacts?

        I would like to ask for a few clarifications to ensure we fully comply with best practices and legal requirements: According to the documentation (Zoho Campaigns CRM sync – Default option), the best and recommended way to sync contacts is by using the
      • Zoho Books - New Interface keep details with PDF View

        Hello, The Zoho Books Interface has changed for estimates etc... One thing is causing issues though. Before the change, in PDF view you could see the detail information including custom fields entered for the estimate. Now, you have to switch between
      • Tip #52- Zoho Assist Downloads: Everything You Need in One Place- 'Insider Insights'

        Looking to start remote support sessions faster, manage unattended devices effortlessly, or join sessions without any hassle? The Zoho Assist Downloads Center has all the tools you need—across desktop, mobile, IoT, and browser environments. With our range
      • Condition based aggregate fields in subforms

        Hello everyone, We're excited to inform you about the latest enhancements made to our aggregate field capabilities in subforms; create aggregate fields based on conditions! An aggregate field is a column on which a mathematical function has been applied.
      • SalesInbox

        Sorry for saying this but SalesInbox is a really mess. BIG FAIL. Bad UX and VERY bad IMAP sync. I don't know how can someone use this to be more productive. It's just the oposite. I'm trying to use SalesInbox for a while but sales people do not have just sales activities so we still have to came back to the mail app anyway. Folders of SalesInbox are not in sync with folders of mail server (wich syncs Ok to mobile) and vice-versa wich leads to double work as now you have to cleanup 3 inboxes (Mail
      • Print labels on selected view

        How can I print labels for select view. Always defaults to ALL contacts when I select View = Mailing Labels. Thanks!!
      • Update CRM Price Books to include volume discounts as per Zoho Books/Inventory

        Once again, Zoho has 3 great products that all store information in different ways (which is not helpful when you attempt to integrate the 3 products - one of the best features of Zoho). Zoho CRM Price Books are basic at best. Zoho Books/Inventory Price
      • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

        The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update
      • Tip #40- Strengthen Remote Support with IP-based Restrictions in Zoho Assist– ‘Insider Insights’

        Protecting sensitive data and preventing unauthorized access is a top priority for any organization. With IP-based restrictions in Zoho Assist, you can ensure that only users from trusted networks can initiate remote support sessions. Say your IT team
      • Printing Client Lists

        I was looking for a way to print out client lists based on the account. For example if I want all my contacts from company A on one sheet, how would I do this. Moderation Update (3rd December 2025): There are two challenges discussed in this thread. 1.
      • Qwen to be the default open source Generative AI model in Zoho Desk

        Hello everyone, At Zoho Desk, we will make the latest Qwen (30B parameters) the default LLM for our Generative AI features, including Answer Bot, Reply Assistant, and others. As a subsequent step, we will discontinue support for Llama (8B parameters).
      • ZOHO Blueprint and Workflow

        Hi, Correct me if i'm wrong, Blueprint triggers when a record that meets the criteria is created. It follows a specific transition that you will be setting up. Does blueprint work if the first state was triggered by a workflow? For example, In my custom module 1, I have a field named status. The statuses are 1, 2, 3 and 4. As soon as I create a new record, a workflow triggers that updates the status field to 1. Can a blueprint start from 2? My other concern is, can blueprint transitions work at the
      • Is it possible to sync data every 5–10 minutes in Zoho Analytics (CRM or Excel imports)?

        Hello Team, I want to know if Zoho Analytics supports near real-time syncing of data from different sources. My requirements: I am importing data from Zoho CRM → Zoho Analytics I also have some datasets maintained in Excel/CSV I want both data sources
      • Zoho CRM Participants Automatic - Invite Using Deluge

        Hi Zoho! Is there a way to make the invitations automatic via API? I'm using this one but it doesn't work or reflect in the CRM: participantUser = Map(); participantUser.put("type","email"); participantUser.put("participant",email); participantUser.put("invited",
      • Work Order Assignment for Engineers Handling Their Own Requests

        I’m setting up FSM for a business where there are multiple engineers, but each engineer handles their own process end-to-end receiving the service request, creating the work order, and completing the field service job. I noticed that I must create an
      • Experience Zoho Show on Mac now!

        Work today isn’t tied to a single place, time, or routine. It happens in cafes between meetings, on flights, or late at night when ideas strike. And when ins, your tools need to be ready, wherever you are. That’s why we built the Zoho Show app for Mac.
      • 【開催報告】東京 ユーザー交流会 Vol.4 | Zoho CRM 自動化のコツ ・Bookings のビジネス活用シーンとおすすめ機能を紹介

        ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 11月28日(金)に新橋で「東京 ユーザー交流会 Vol.4」を開催しました。ご参加くださったユーザーの皆さま、ありがとうございました。ユーザー交流会の年内開催は、今回が最後でした。 この投稿では、当日のセッションの様子や使用した資料を紹介しています。残念ながら当日お越しいただけなかった方も、ぜひチェックしてみてください😊 ユーザー活用事例セッション:関数やクライアントスクリプトまで、CRMをもっと便利に Zoho CRM には、ワークフローやブループリントなど、さまざまな自動化に役立つ標準機能が備わっています。さらに、関数(Deluge)のようにスクリプトを記述して高度な自動化を実現することもできます。
      • Kiosk Button Actions

        I need to add an action to a Kiosk Button to loop me back to start the kiosk again and I am not sure what that looks like (function, etc.).
      • [Webinar] Automate generation of wills, trusts, POAs, and other estate planning documents with Zoho Writer

        Managing the lifecycle of the estate planning documents such as wills, trusts, and POAs, from client intake to final storage, can be complex and time-consuming. Join our live webinar to learn how Zoho Writer transforms this process by automating document
      • Dependent drop-downs... how?

        Good day. I have 2 different situations where I need a dependent drop-down field. First is for a subform, where I want to show related fields for a specific customer on the main form. In my case it is a parent whose children make use of our school transport
      • Reporting Limitation on Lead–Product Relation in Zoho CRM

        I noticed that Zoho CRM has a default Products related list under Leads. However, when I try to create a report for Lead–Product association, I’m facing some limitations. To fix this, I’m considering adding a multi-lookup field along with a custom related
      • Series Label in the Legend

        My legend reads 'Series 1' and 'Series 2'. From everything I read online, Zoho is supposed to change the data names if it's formatted correctly. I have the proper labels on the top of the columns and the right range selected. I assume it's something in
      • Dynamic Signature - Record owner

        Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to reference
      • Set Warehouse based on Vendor

        Greetings. I would like to set automaticaly the Warehouse based on the Vendor. Context: I am working on an adaptation of a Purchase Order to be used as a Quotation. I have defined that when a user has to raise a quote the Vendor will be "PROCUREMENT" I would like to set the Warehouse to a predefined value when "PROCUREMENT" is set as Vendor. I have tried to do with the Automation feature using the Field Update option, but Warehouse does not is listed as a field. Can you help? Thanks in advance.
      • Printing from Zoho Creator hosted on my own server to printers hosted on my clients local network

        Hello. Fairly new to Zoho Creator and looking for best options to be able to print from my application hosted on my own server to any printer hosted on my clients own local network. Any advice is welcome. Thank you.
      • Add System Pre-Defined Lookup Field to Subform?

        Hi there! New to using Zoho, so this may already exist, but I'm having trouble figuring it out. Is there a way to get the system pre-defined Account Lookup field (in our case, renamed to Company Name), as the starting point for a subform? In our company,
      • Numbered / bullet point List in Zho Cliq

        Hi, is there a way to format chat messages in Cliq like this Topic 1 Hey, I finished this project yesterday etc... Topic 2 I am still working on this etc...
      • Cannot Access Subform Display Order in Deluge

        As highlighted in this community post, we still have to deal with the significant limitation of not being able to access the user-sorted order of subform rows through Deluge. This creates a major disconnect between the UI capabilities and backend automation,
      • How many groups in Zoho Mail can I make?

        I'm currently on the free plan, which has a limit of 10 users. Does that limit includes groups too? If not, what is the limit for groups? Thanks!
      • Feature Suggestion for Zoho Social: Auto-reply to Comments or Keywords

        Hi Zoho team, I'd like to suggest a very specific feature that would be extremely helpful for customer engagement: the ability to automatically send a reply to comments on posts — either all comments or those containing specific keywords. For example,
      • My domain did not activate

        Hi, my domain (apsaindustrial.com.ar) did not activate, and the phone verification message never arrived. Please would you solve this problem? Thanks.
      • Next Page