Zoho Developer Community Monthly Digest - April 2024

Zoho Developer Community Monthly Digest - April 2024



Hello everyone,

April was an action-packed month for the Zoho Developer Community! From insightful sessions on strategic software development to the conclusion of the exciting bootcamps in India, there's plenty to catch up on. Explore upcoming events, valuable resources, and engaging community discussions in this month's digest. Dive in for a dose of inspiration and stay connected with the latest updates!

April Highlights

Zoho Developer Hangout 15

This session was all about exploring how to strategically develop software that drives business growth. @David Afolabi–Group Program Manager, Systems, Analytics & Solutions Architecture/Engineering, Boost Media Group—gave practical insights into value chain architecture and learn how to align your solutions with evolving business processes. Watch the recording of this session here.

Extensions - India Bootcamps

We wrapped up the Zoho Developer Community Bootcamps in India! The bootcamps were all about building connections, getting expert tips from Zoho pros, and feeling the power of the community. Big thanks to the Zoho experts who shared their knowledge and to everyone who participated. This is just the beginning – stay tuned for even more opportunities to learn, connect, and collaborate in the next round of bootcamps! Here's a small recap from the Chennai bootcamp.

Upcoming Events

Note: To stay on top of the upcoming developer community events, keep an eye on this page.
  1. 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.

  2. Zoho QEngine 101: This series aims to enable attendees to create test cases from scratch, manage them under modules, and execute them for three different platforms—web, mobile, and API—using Zoho QEngine. With three sessions already completed, our focus will now shift to Mobile testing in the upcoming session slated for June 6. Register here.

  3. eSignatures with Zoho Sign: Discover how to create legally binding documents and seamlessly integrate Zoho Sign into your website or mobile application using Zoho Sign APIs and SDKs. Join us on May 16 to learn the importance of integrating a digital signature solution into your website, get a product walkthrough of Zoho Sign, and gain insights into utilizing Zoho Sign's APIs effectively. Register here.

  4. Zoho CRM APIs: In this series, you will learn about OAuth2.0 authorization used by Zoho CRM APIs, CRUD operations for retrieving, creating, updating, and deleting records, efficient search/query methods, data synchronization techniques for consistency across platforms, and working with SDKs for seamless integration of Zoho CRM functionality into applications. Check out part 2 of this series where we discussed Python SDK and the API credit system. In the upcoming session on May 29, we'll be covering Search API & COQL API. Register here.

  5. Zoho Apptics 101: In this series starting June 11, 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. Click here to register.

  6. Learning Table SeriesWe 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 Education Industry was a success, and during the upcoming session, we'll be exploring Creator for the Manufacturing Industry.

    Title: Creator For the Manufacturing Industry
    Date: June 6, 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


  7. Creator Tech ConnectCreator'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. We are conducting a three-month series on mobile applications in Zoho Creator. The recent session of the series focused on rebranding mobile applications in Zoho Creator, while the upcoming session in the series will be about Mobile SDK in Zoho Creator.

    Title: Mobile SDK in Zoho Creator
    Date: June 13, 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

Resource Spotlight

We've consolidated all the resources from the developer community learning series into a centralized hub for your convenient access. Consider bookmarking the Zoho Developer Community website to stay informed about the latest updates in the developer community.

Community Discussions

Zoho Developer Forum

  • This post is a goldmine for anyone working with Deluge scripting! @Rodger shares a struggle many face (confusing variable names) and nailed down a simple yet effective naming convention for variables and objects, making scripts way easier to read and manage. It's clear he's put a lot of thought into this, and kudos to him for generously passing on the knowledge.
  • Stuck with duplicate leads due to address variations in Zoho CRM? This community forum thread can help!
  • Look no further than this forum discussion if you're grappling with generating invoices from quotes in Zoho CRM, particularly with custom fields and API restrictions. Check out the code snippet shared by our MVP @Bhoomi to assist @Lili.
  • @Jean wants to nudge employees to fill a non-mandatory field in Zoho CRM. Our MVP @Hugh steps in with a clever client script that triggers a pop-up reminder upon saving. As @Jean digs deeper with follow-up questions, the conversation evolves with @Javier and @Subhash joining the mix to explore advanced options. Check it out here.

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.
  • A little delay is needed at times, only when it's a part of the code! @Labiol needed help with hard-coding a delay in his Deluge code, and thankfully, there was no delay in @Richard and @Mike coming to his aid with an effective, documented solution. Check it out here.
  • Sometimes the answer is right under the nose! @Eric Chrobak faced an issue spanning various Zoho Products, which required work with SQL, and @Ed jumped in with the simplest solution one can imagine. Check it out for yourself here!
  • They say there's more than one way to skin a cat. Apparently, there were also mutiple ways to solve @Reid's need to filter contacts and deals based on different stages in communication. Check out the different solutions offered by Mike and Sayali here!
  • Syncing data between applications lets users manipulate data in specific ways for specific needs. That's what Ram needed help with; syncing contacts between Zoho CRM and Zoho Books. Janani jumped in with sample code that saved Ram's day!
  • Calculating geographical distances is an integral part of a multitude of businesses, such as Real Estate, eCommerce, and so on, for varied use cases. When @Ron needed help, @Puneet took him a lot closer to solving his query on calculating geographical distances using Zoho Creator
  • Not all code that is written in Zoho's suite of products has to be in Deluge, Zoho's own coding language! Check out this interaction that happened when Vigneshwaran needed help with Javascript to retrieve records from Zoho Creator. 

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 10th presenter @Eric Chrobak. 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 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




    • Recent Topics

    • Incorrect “correct” password on email client apple mail

      I have troubleshot this account several times. I have deleted and re added account. It keeps saying incorrect password. Can you check that it is not locked on your end?
    • Is it possible to lock editing subform rows?

      Ideally editing would only be locked after the form has been updated but I still want them to be able to add new subform records at any time and they should be able to delete rows from the subform. It is a named subform if that's relevant however the
    • "Spreadsheet Mode" for Fast Bulk Edits

      One of the challenges with using Zoho Inventory is when bulk edits need to be done via the UI, and each value that needs to be changed is different. A very common use case here is price changes. Often, a price increase will need to be implemented, and
    • What is the maximum file size of a video upload in Zoho chat?

      Can I upload a 20 mb video file and share it with my colleagues? 
    • Update a field in ALL all calls under a contact

      HI guys! I have written some deluge code to update a field in my calls after i have comepleted the call, i need this field to update in all my scheduled calls as well that are comeing up. I just cant seem to get it to work, i have put teh code below,
    • MS Teams Meeting to Zoho CRM

      Has anyone figured out a good way to push MS Teams meeting info on a trigger of "meeting end" to Zoho CRM? We're looking for a way to take attendees of a meeting and meeting duration and push it into Zoho CRM after the meeting has ended. If I can just
    • In place field editing for candidates

      Wondering about any insight/best practices for efficiently updating candidate records while reviewing them in a Job Opening pipeline. We can do in-field editing (e.g. update job title or City) only when we have the full candidate record open, however
    • Automatic Matching from Bank Statements / Feeds

      Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
    • Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider

      I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's
    • Fat Download of Ulaa Browser

      I just observed that Ulaa Browser is offering an one-capsule big download. These days it is a custom to offer a small bootstrap downloader and based on user customization options an appropriate download completes. And this is particularly common with
    • Cancelled Transfer order problem

      Hello, We've canceled a transfer order, and we can't add the related items to a new Transfer Order. The system tells us that the bin doesn't have the required quantity, but when we check the item, it indicates that there are 2 units in the bin. It also
    • Zoho Creator customer portal limitation | Zoho One

      I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)
    • Changing the Default Search Criteria for Finding Duplicates

      Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.
    • Billing Management: #8 Usage Billing in Logistics & Delivery Services

      The logistics and delivery industry thrives on movement and precision. Every delivery completed, every kilometre driven, and every ton transported is a measurable activity. However, billing often lags behind. Many logistics companies still rely on fixed-rate
    • 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
    • Zoho sheet for desktop

      Hi is zoho sheets available for desktop version for windows
    • Tags for New Tickets

      Hi there, When creating a new ticket, there is currently no way to choose a tag you would like to associate with the new ticket. Being able to associate a tag while creating a new ticket will be very beneficial as it will save time and flow well with
    • Experience effortless record management in CRM For Everyone with the all-new Grid View!

      Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and
    • Zoho Desk: No Incoming email

      Is Zoho Desk services down? No incoming email reflect to desk tickets.
    • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

      Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able
    • Zoho CRM - Widgets | Update #3 : Introducing SDK V1.5 along with new ZDK Methods and ZRC Support

      Hello everyone! Widgets in Zoho CRM just got a big upgrade! With the release of SDK v1.5, developers can now create more immersive widget experiences. This update elevates Widget development with new ZDK methods for easier interactivity and ZRC support
    • Unusual activity detected, account blocked

      I am unable to send emails and am getting the error "Outgoing blocked: Unusual activity detected. To unblock your account, please and submit a request. Learn more.". I am unsure as to why this is happening since all my activity is legitimate, mainly confirmation
    • Unlock agreement intelligence with Zoho Sign's latest AI updates

      Hello! If you've been struggling with long, complex agreements and spending way too much time on them, here's exactly what you'll want to hear: Zoho Sign now integrates with OpenAI's ChatGPT to make agreement management smarter and simpler. Acting like
    • Unable to Send Emails – Outgoing Mail Blocked (Error 554 5.1.8)

      Description: Hello Zoho Support Team, I am facing an issue with my Zoho Mail account ( admin@osamarahmani.tech ). Whenever I try to send an email, I get the following error: 554 5.1.8 Email Outgoing Blocked I would like to clarify that I have not done
    • Issue connecting Zoho Mail to Thunderbird (IMAP/SMTP authentication error)

      Dear Zoho Support, I am trying to configure my Zoho Mail account on Thunderbird, but I keep getting authentication errors. Account: info@baktradingtn.com Domain: baktradingtn.com Settings used: IMAP: imap.zoho.com, Port 993, SSL/TLS, Normal Password SMTP:
    • Payment issue with Mail Lite plan – personal NIF not accepted as payment info

      Hello, I have already contacted Zoho Support by email regarding this, but since I haven’t received any reply yet, I’m sharing it here as well to see if the community can help. I’m facing a payment issue for my Mail Lite plan. I have a personal account
    • Customer payment alerts in Zoho Cliq

      For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,
    • Figma in Zoho Creator

      Hi Team, I’m creating a form using Figma and would like to know how to add workflows like scheduling, custom validation, and other logic to it. Can anyone help me understand how to set this up for a Figma-based Creator UI form?
    • How to Delete Personal Account Linked with My Mobile Number in past or by someone else

      How to Delete Account Created with My Mobile Number in past or by someone else This is creating issues in making or sync with my credentials mobile and email address..
    • Enable / show scroll bar when Mega Menu is opened

      Hey there I am using the mega menu add-on and experience a "flicker" whenever the mega menu opens. The reason is, that the scrollbar, which has a width of a few pixels, stops showing when the mega menu opens. As the scrollbar disappears the whole page
    • Restore lost Invoice!

      Some time ago I tried to Upgrade from Invoice to Books. I not upgraded and staid n Invoice. Now i tried again and first i deleted the old trial of books. But now all is gone, PLEASE HELP!! i have no backup and i have to have at least 7 years data retention by law. 
    • Zoho Desk Down

      Not loading
    • lookup and integrated forms

      I might be misunderstanding things but I wanted to integrate our zoho crm contacts into creator. I imagined that when I used the integration it would mirror into creator. It did brilliant. BUT We have a ticket form in creator that we want to use a lookup
    • Partially receive PO without partial Bill?

      Most of our inventory is pre-paid. Let's say we purchase 30 pieces of 3 different items for a total of 90 pieces. It is common for our supplier to send us the items as they are ready. So we will receive 30 pieces at a time. How can I partially receive
    • 2 users editing the same record - loose changes

      Hello, I'm very new to Zoho so apology if this has been addressed somewhere i can't find. I have noticed the following: If we have 2 users put an inventory item in edit mode at the same time: say user1 click on edit and user2 while user1 is still in edit,
    • How to get the Dashboard page to be the first page when you open the app

      So when it opens on a tablet or phone it opens on the welcome page, thanks.
    • How I set default email addresses for Sales Orders and Invoices

      I have customers that have different departments that handle Sales Orders and Invoices. How can i set a default email for Sales Orders that's different than the default email for Invoices? Is there a way I can automate this using the Contact Persons Departments
    • Adding hyperlinks in CRM emails time automatically

      It may just be me, but when I am writing an email to a lead, I find inserting a hyperlink very time consuming. Granted, I can use templates but there are a ton of scenarios where I might want to put a link in to an website that wouldnt require me to go though the effort of creating a template.  Ideally, the crm would identify that I that a string of text is a URL and insert the hyperlink automatically, just like microsoft outlook or gmail. Has anyone else had this same experience and found a way
    • Notes Attachments

      Two things it would be nice to have the attachment size the same as the attachments sections and it would be nice to be able to attach links like you can in the attachments section. Thank you
    • Formula fields not refreshing until page is reloaded

      I need help/advice about the formula fields and how I can refresh the information in real-time. We have two formula fields on our deals page which show calculated prices: One formula is in a subform which calculates the subform total + 1 other field amount
    • Next Page