Zoho Developer Community Monthly Digest – April 2025

Zoho Developer Community Monthly Digest – April 2025



Hello everyone,

Welcome to this month’s Zoho Developer Community Digest! We’ve lined up an exciting series of technical sessions, product deep-dives, and community conversations to keep you informed and inspired. Don’t forget to check out our resource hub and join the ongoing discussions in the new developer space (More on this under Community Discussions section!). 

Let’s dive in!

Upcoming Events

Creator Tech Connect:

Title: Building Data Relationships using Lookups in Zoho Creator
Date: May 15, 2025
APAC & ANZ: 11 AM to 12 PM IST – Registration Link
EMEA: 4 PM to 5 PM IST – Registration Link
Americas: 9 PM to 10 PM IST – Registration Link

Creator's tech connect series would comprise of technical sessions that provide immersive training on the key essentials and technical nuances of building a solution in Zoho Creator. This is a great opportunity for our developer community to stay informed about Creator's new feature releases, product roadmap, best practices to follow while scripting in deluge, new deluge concepts, and cloud functions. In our previous session, we discussed the recent product release updates in Zoho Creator. In the upcoming session, we will explore building data relationships using Lookups in Zoho Creator.

Zoho Developer Hangout – Episode 22

Date: May 14, 2025
Time: 8 PM IST – Registration link

Join @Onur Gülay, CEO of Smile Center Turkey and Zoho CRM Custom Functions category winner at ZDC Hackathon 2024, as he shares how he built Quoter—an AI-powered quoting system using Zoho CRM and Zoho Cliq. His solution slashes quote creation time from request to approved deal in under 30 seconds! Learn how real-time product matching, dynamic data mapping, and user-validated CRM record creation can drastically improve efficiency and streamline operations. He'll walk you through the full automation journey—from receiving a user’s initial request to finalizing a deal, while revealing the scripts, best practices, and future enhancements, all rooted in the belief that "Time is a Golden Key."

Catalyst 101

Title: Part 4 – User Authentication and Application Security
Date: May 20, 2025
Time: 10:00 AM IST & 8:00 PM IST – Registration link

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. 

Zoho CRM APIs

Title: Part 6 – Mastering COQL
Date: May 22, 2025
Time: 10 AM & 9 PM IST – Registration link

COQL (CRM Object Query Language) lets you write SQL-like queries to retrieve records from Zoho CRM, including across related modules. In this session, we'll cover how to use Dot-notation in COQL to establish implicit joins and fetch records linked via lookup fields and subqueries as a smart alternative to joins — allowing dynamic filtering based on related data while improving performance and memory efficiency.

Zoho CRM Developer Series – Client Script

Title: Part 7 – Client Script in Custom Buttons and Canvas List View
Date: May 27, 2025
Time: 10 AM & 9 PM IST – Registration link

In this session, we explore the latest enhancements to Zoho CRM’s Client Script feature, with a focus on Custom Buttons and the Canvas List View. You'll learn when and why to use scripts with Custom Buttons, how to set them up, and see a live walkthrough in action. We'll also explore Canvas List View, where another hands-on demo illustrates how Client Scripts can bring interactivity and smarter actions directly into your list views, helping you create a more dynamic and efficient CRM experience.

Extensions 101

Title: Zoho CRM – Webhooks & Signals
Date: May 29, 2025
Time: 10:00 AM IST & 8:00 PM IST – Registration link

This series aims to guide developers through the process of building extensions for various Zoho products using the Zoho Developer platform, Sigma. Our previous sessions in this series covered extension development for multiple Zoho products and highlighted the platform's key capabilities for developing efficient extensions. Register for the upcoming sessions, where we'll delve deep into developing extensions for Zoho products like CRM, Books, and Desk.

Zoho CRM Developer Series – Queries

Title: Introduction to Queries
Date: June 5, 2025
Time: 10 AM IST & 9 PM IST – Registration link

In this session, we’ll introduce Queries—a powerful feature that lets you dynamically retrieve data from Zoho CRM or third-party services using REST APIs and COQL. You’ll learn when and where to use Queries and the types of data sources they support. 

Learning Table Series:

Title: Smart Visitor Management with Zoho Creator – Built for Every Industry
Date: June 5, 2025
APAC & ANZ: 11 AM to 12 PM IST – Registration Link
EMEA: 4 PM to 5 PM IST – Registration Link
Americas: 9 PM to 10 PM IST – Registration Link

We designed this series to provide users with valuable insights and knowledge about Creator's capabilities in various business use cases and applications. 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 recent webinar on Creator for the property management was a success, and during the upcoming session we'll be exploring Creator for the Visitors Management.

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.

Community Discussions

Big news—we're moving! The developer discussion channel is shifting from Zoho Cliq to a new space on Zoho CommunitySpaces, and it comes with a mobile app! iOS folks, grab it from the App Store. Android users, hang tight—the app’s on its way. Until then, sign up here and use the web version. (Using Zoho credentials? Just sign in—no need to fill the form.)

Why the change? This new space brings all Zoho users together, lets you follow threads and people, sends personalized notifications, and has a much smoother experience overall. We’ve been envisioning this for a while, so we’re thrilled it’s live.

Developers ZUG Cliq Channel

  • Are you a Zoho developer? A blog with solutions featuring various Zoho products and features could be refreshing to scroll through. Check out miningwebs.in—Vishal's blog solely dedicated to Zoho-related coding content.
  • Usually, one asks a question and another posts the answer. Check out this interesting conversation with the roles reversed! A community member asks questions trying to understand OP's problem, and that leads OP to figure out the answer themself.
  • Newly released features are great, yes! But at times, features that are still in the works could fit your requirements perfectly. One such feature was what fit Evonne's needs. Check out the conversation here, and learn about ZDK CLI in more detail in this 4-part virtual series we concluded recently.
  • Populating data can be tiresome, but bulk-importing can make it a piece of cake. @Mike not only shows @Thameem how to do it, but goes beyond and warns him of some pitfalls and how to avoid them. If you're prepping your own data for importing, you might find Mike's advice useful.
  • Sometimes, the solution you're looking for is right under your nose! And all it takes is a fresh set of eyes, and in this case, @Sohib's.

Community Spotlight

Cliq Contributors

We want to express our sincere appreciation to all our community contributors. Your commitment, expertise, and the time you invest are invaluable to the community. 



For those who are new to the Zoho Developer Community, check out this post to get started. 

Make sure to follow the digest every month for the most recent updates and conversations. Stay connected and participate in the forums and the Cliq channel to be featured in the upcoming month's digest. Wishing you all an amazing month ahead!


SEE ALSO


    • Recent Topics

    • CRM Custom function updating a module record shows the Super Admin user as the record modifier

      Dear Zoho CRM Team, Is there any way to update this so that when a custom function has updated a record the Super Admin user doesn't become the modifier? This happens on the record as a modifier and shows up in the audit logs. It would be more useful

    • Best practice importing items and matching assemblies

      Hi, I was wondering what would be the best practice to import items and composite items (assemblies) From my backup, what should I import first? The items or the composite items? I am on Zoho one, using inventory and books. Kind regards, Sabine

    • Best way to fetch employee names from Zoho People into Zoho Creator Inventory Stock Form field Employee Name Lookup

      Hi Team, I have a requirement in my Zoho Creator application (Inventory Stock Adjustment) where I need to fetch employee names from Zoho People and use them as a lookup in a form. Currently, I am considering using an integration field to fetch this data

    • get file api is returning Junk data

      I am working on extension development where at one point I need to retrieve attachments on records I found out I can use only invokeconnection and not invokeurl in extension development The invoke connection returns the image in raw binary format. When

    • Need help with message box

      End user updates many records at once. Each have unique serial number. They want a confirmation box that says starting number, ending number and qty. Is there any way to do this? I been searching and asking support but seems like no great solution.

    • [Webinar] The Transformative Power of Gen BI

      Traditional decision-making tools are no longer enough. The integration of generative AI into business intelligence (BI) is proving to be a true game changer—enabling businesses to make faster, smarter, and better informed decisions. Early adopters of

    • Backorder process review - Automating Removal of Sales Order from "On Hold" When PO is Received

      Hello Zoho Inventory Team, Currently, sales orders in On Hold status are released only when the bill for the purchase order is created. In our workflow, it would be much more efficient if the sales order could automatically move out of On Hold as soon

    • How to access the saved Query using API?

      I have created a query in setting. Is it possible to access it from a API? What's the endpoint? I tried /v8/queries/important_deals but didnt' work.

    • création d'une base de données

      base de donnee d'un lycée

    • User Session variables to recall after form submit & redirect to menu

      Hey, Forgive me if this is a simple answer I have overlooked. I have built a big onboarding process for my SAAS platform which is built and managed by an external Dev team. I am hoping to embed my new creator app on the SAAS platform. I have a menu page

    • Zoho Writer Merge Template with data from Zoho Analytics Views

      Hello, Is there any way to pull information from Zoho Analytics and put it into a Merge Template? I am trying to create a bulk export of one report that filters on a field to create a single document for each of the filter fields.

    • Having to enter bill before stock shows as available.

      Hi, Am I right in thinking you must create a bill from the purchase order receipt before the goods are available for shipping?

    • Agent Availability report

      From data to decisions: A deep dive into ticketing system reports Businesses need to track when their support agents check in and check out from work. This report, titled Agent Availability, is one of the static reports that helps managers track the number

    • Writing by Hand in "Write" Notes

      Hi there! I just downloaded this app a few moments ago, and I was wondering if there was a way to write things by hand in "Write" mode instead of just typing in the keyboard. It would make things a bit more efficient for me in this moment. Thanks!

    • AI-driven construction analytics using Zoho Projects Plus

      Construction projects thrive on timelines; if a project is completed on or before the expected time, it makes headlines, but if it gets delayed, the company’s credibility will be at risk. Such projects require precise planning and constant monitoring,

    • Canadian payroll

      Hello ZOHO, is any updates on when payroll for Canada will be available?

    • Unified customer view: Bringing product intelligence into your CRM data

      For businesses today, applications and digital interfaces are the main touch points in the customer journey. While Zoho CRM data already tells who your customers are and what they buy, Zoho Apptics tells you how they interact and engage with your product.

    • Zoho Creator SaaS app with multiple client AND multiple users

      I am close to finalizing a Zoho Creator app that will be used by different companies to manage sale info, and each company can have multiple users using the app. Things were going perfectly until I tried a search on a report. I use a database field in each table to separate the data for each company, which works great. BUT when I do a search, I get to see ALL the data. This means that Company A could easily see the data from Companies B and C via the built-in search. Is there a way to set up the

    • Project Change Orders and Additions

      We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure out

    • Track online, in-office, and client location meetings separately with the new meeting venue option

      Hello everyone! We’re excited to announce meeting enhancements in Zoho CRM that bring more clarity and structure to how meetings are categorized. You can now specify the meeting venue to clearly indicate whether a meeting is being held online, at the

    • Create custom rollup summary fields in Zoho CRM

      Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

    • Possible to send Zoom AI Companion transcripts and summaries to contacts in CRM?

      Title says it all. Is it possible to send Zoom AI Companion transcripts and summaries to contacts in Zoho CRM?

    • Introducing segments for targeted user engagement

      Hello everyone, We’re excited to announce Segments in Zoho Apptics, a new way to group users based on their behavior, preferences, and app activity. With Segments, you can deliver more meaningful, timely, and relevant experiences to your users. When combined

    • How do I edit the Calendar Invite notifications for Interviews in Recruit?

      I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sent

    • Posibility to add Emoticons on the Email Subject of Templates

      Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also show

    • Clarity on extended contract status

      Clarity on “extended” status- How does Zoho “extend” a contract?  E.g. if client extends by 1 month, can the “end date” be adjusted accordingly in Zoho and tagged as “Extended” with a clear audit trail that also captures the client’s email? Note- Email

    • Customizing contract status

      Can we customize/add/remove status on Zoho contracts ourselves or does Zoho needs to do this? Context- There is a long list of status on Zoho but not all of them are relevant for us . There are few status which are missing and needs to be added. E.g-

    • Set Custom Business Calendars and Holidays for Global Teams

      Managing a project across diverse teams means accounting for more than just tasks and deadlines; it means acknowledging how and when each team actually works. Users might follow different working days or observe region-specific holidays that cannot be

    • [Integration edition] Deluge learning series - Integrations between Zoho apps and Third-party services with Deluge | 28 August 2025

      We’re excited to welcome you to the Deluge learning series: Integration edition! The Integration edition will run for three months: Session 1 – Integrating Zoho Apps with Deluge using inbuilt integration tasks Session 2 – Integrating Zoho Apps with Deluge

    • Critical Vulnerability in all major password manager plugins - is Zoho Vault affected?

      Hi Zoho, a security researcher found a critical clickjacking vulnerability in all major browser password managers: DOM-based Extension Clickjacking: Your Password Manager Data at Risk | Marek Tóth Is Zoho Vault affected as well? Apparently the Vault extension

    • Introducing SecureForms in Zoho Vault

      Hey everyone, Let’s face it—asking someone to send over a password or other sensitive data is rarely straightforward. You wait. You nudge. You follow up once, twice—maybe more. And when the information finally arrives, it shows up in the worst possible

    • Tables from ZohoSheets remove images when updated from source

      I have a few tables from a ZohoSheet in a ZohoWriter document that will remove the images in the cells when I refresh from the source. The source still has the images in the table when I go to refresh. After updating from the source, as you can see the

    • Change eMail Template for Event-Invitations

      Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you for your answer. Regards, Juerg

    • Inventory Adjustments

      Hi, How to transfer the material from one head to another ? Like materials purchased for manufacturing the laptop need to transfer from consumption inventory (Quantity of raw materials reduced) to destination inventory ( Quantity of Laptop increased)

    • Need Your Insights

      Hi Zoho, I'm confused why the flow only sends to one output. setVariable15 is from a list. It doesn't consider the 2nd entry. Any thoughts?

    • Map Dependency Fields - How can can I limit picklist values from a multi-select Parent field?

      I know the "Map Dependency Fields" feature doesn't allow a multi-select parent field. However, I need the functionality. Can I do it through a deluge function, and would it still support color coding picklists? We need the color coding for quick scanning

    • DYK 1 - Color Palette for Enhanced Visual Identification of Status

      Introducing the Did You Know series of posts. The goal of this series is to familiarize users with certain features or enhancements in Zoho Projects that may not be evident at first glance. The first post in this series deals with color palettes for indicating

    • Invalid field in the COQL query

      Dear Zoho Support! I believe that you already helped me with a similar problem a few years ago. One of my clients has a custom field named "LOB" in the "Deals" Module (see the field's metadata below). The COQL query using this field: : "select id, Deal_Name,

    • Automating Employee Birthday Notifications in Zoho Cliq

      Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

    • Transferring domain registration to new registrar and switching email hosting at the same time?

      I need to transfer an existing domain uv cure adhesive that's currently with SiteGround to Porkbun. I also need to move the existing custom email addresses from SiteGround to Zoho Mail. I'm not sure if I should transfer the domain first and then tackle

    • Next Page