Zoho Developer Community Monthly Digest - December 2024

Zoho Developer Community Monthly Digest - December 2024



Hello everyone!

As we step into the new year, let’s reflect on the strides we’ve made together and gear up for the exciting opportunities 2025 holds. This month’s digest highlights key updates, engaging discussions, and upcoming events designed to keep you informed and empowered in your development journey. Let's dive right in!

Upcoming Events

ZDK CLI (Zoho Development Kit Command Line Interface)

Date: Jan 16 | Feb 6 | Feb 27 | Mar 20 | Apr 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 and join this five-session virtual learning series to discover how to take control of your CRM workflow with ZDK CLI.

Creator Tech Connect

Title: Building Intuitive UI/UX with HTML & ZML in Zoho Creator
Date: January 16, 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 the most recent improvements and updates in the Zoho Creator product release. In the upcoming session, we will explore how to leverage HTML and ZML to build custom and dynamic UI/UX in Zoho Creator.

Get to know Zoho Deluge:

Title: Get to know Zoho Deluge series
Dates: January 28–30, 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

To help users unlock the potential of Deluge, we’ve launched the Get to Know Deluge series. This program serves as an introduction to Deluge's foundational concepts while offering a glimpse into its advanced capabilities. This three-day series is designed to help participants understand the capabilities of Deluge and learn how to apply them effectively in their operations. By the end of the series, we believe participants will gain a strong understanding of Deluge’s purpose, its role across Zoho products, and its basic concepts, setting the stage for mastering its advanced features.

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

Zoho Developer Forum

  • We all have things we prefer to do in our own unique way, even in the way a business is run. When @Ben needed to modify the default design of Zoho CRM to suit his unique preference of displaying data, @Hugh steps in with his suggestion. Check out this post which also links to @Hugh's article AND his video that walks us through the process.
  • They say two heads are better than one. That sure is the case with a seemingly simple issue @George faced. A couple of our community members step in with solutions of their own to try and help solve the problem. 
  • Updating data accurately in a CRM has to be one of the cornerstones of a good business. The possibility of errors grows exponentially, especially when data is spread across multiple modules. @Jean needed help with the same, to save time and to reduce the risk of human error as well. Check out the solution that was suggested to him by @Pheranda.
  • Two-way communication is critical for any relationship. It's no different between two servers. In these days demanding data security and privacy, certain IP restrictions need to be implemented. If your business server has such limitations, take a look at this post which specifies the public IP addresses used by some Zoho DCs. 
  • Setting up APIs using different languages too can be a hassle at times. If, like @Dimitri, you too are facing issues with API calls working in one coding language but not in another, the suggestions offered by our specialist could help you out. Check it out here!

  • The way different coding languages work doesn't stop with just API calls. @Dmitri faced another issue with accessing data stored in his CRM when using two different languages. Check out the solution that fixed his issue in this post.

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 BE PART OF COMMUNITY and complete the form to get an invite to the channel.
  • Maintaining redundant code snippets can be a huge pain. Thankfully, Zoho CRM has a feature to reduce unnecessary code redundancy. Check out this conversation where Mike suggests the same to Morgan, which will now save @Morgan from a ton of headaches in the future!
  • Sometimes, the tiniest bugs take the most time to squash. And what can make all the difference is an extra set of eyes, which is the essence of the Developers ZUG Cliq channel. Check out this conversation where @Ryan faced a deal-breaking but microscopic issue, and all it took was for him to post it in the Cliq channel for another community member to fix!
  • So far, we've seen a number of examples how the Developers ZUG Cliq channel enables Zoho developers to squash bugs faced by someone else on the other side of the globe. At times, that's not enough, and we'll have to bring out the big guns. Check out this conversation where @Pablo uses AI to solve @Jason's data-type conversion issue.
  • While the Cliq channel is for Zoho developers, not all issues faced by the community are coding-related. Since Zoho's services can be better than those of its competitors, many like @Shantanu prefer switching ecosystems. But not all such big jobs need to be complicated! Check out this conversation where @Subhash suggests he try one of Zoho's migration tools! You too might need it in the future ;)

Community Spotlight

ZDH Speakers

As a continuation of featuring a ZDH presenter each month, this time, we are delighted to introduce the 17th episode presenter @Olivier Anh. Explore this post to discover the knowledge and insights he shared with the community.

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 a very happy new year and an amazing month ahead!



SEE ALSO

    • Recent Topics

    • migrating from HelpScout

      I am attempting to import a conversation file from helpscout into desk and am receiving size errors. What is the current file size restriction. Does anyone have any tips for a successful migration?

    • Layout Rules Don't Apply To Blueprints

      Hi Zoho the conditional layout rules for fields and making fields required don't work well with with Blueprints if those same fields are called DURING a Blueprint. Example. I have field A that is used in layout rule. If value of field A is "1" it is supposed to show and make required field B. If the value to field A is "2" it is supposed to show and make required field C. Now I have a Blueprint that says when last stage moves to "Closed," during the transition, the agent must fill out field A. Now

    • Article Name Sorting in Zoho Desk Knowledge Base (agent / admin side)

      Dear Zoho Desk Support, We are writing to request an enhancement to the Knowledge Base management feature within Zoho Desk. Currently, there is no option to sort articles by their name, which significantly hinders efficient article management, especially

    • How to parse JSON data with SQL in Zoho Analytics?

      Hi all, I have a column with JSON data. I want to show this column in a chart, but it is very messy, and no JSON parsing function is supported on Zoho Analytics. data example: {"id": 5, "status": "false", "date": "15/10/22"} what I want to do in SQL is

    • Add an Equation Field (Or update the Formula Field)

      Hi, I would like to be able to have one field as a Text Field with QR Code, and then have multiple Equation/Formula Fields that then take parts of that fields data with LEFT, MID, RIGHT, REGEX, etc. Thanks Dan

    • How to parse column having JSON data using SQL?

      We have a daily sync from a PostgreSQL database that brings data into Zoho Analytics. Some of the columns store raw JSON data. We need to build SQL queries on top to parse data from JSON and store them in discrete columns. There is no option for "Data

    • Enable report button based on the current user role

      Greetings  i have a report that contains action buttons, i want these buttons to appear as enabled only when the current logged in user has a certain role, for example only CEO role users will be able to use this button. but when setting the conditions

    • 500 Internal Error In Mail API

      I'm getting 500 Internal Error when using mail API. I'm getting this error for this one account, it works fine for other Account IDs which I have in my system.

    • Zoho live chat widget in React Js

      I am trying to test Zoho live chat widget code in react js, below is the sample code void(0)} onClick={()=>window.$zoho.salesiq.floatwindow.visible("show")}>LIVE CHAT window.$zoho = window.$zoho || {};window.$zoho.salesiq = window.$zoho.salesiq

    • Are there any plans to add Triggers for Subform edits?

      By The Grace of G-D.  Hi, How are you? Can you tell me if you have any plans to support subform edit as a workflow trigger? And what about have them trigger an "onChange" client script?

    • Zoho commerce

      i am facing issue with order summary emails.i am getting 1 continuous email for order received yesterday and today.ideally 1 email should be received for a particular date ie for 02/08 i should received 1 email from 12.01am till 11.59pm but it is being

    • Feature Request: Improve Category Page Sorting for "Out of Stock" Products

      Hi there, I'm writing to request a new feature that I believe would significantly improve the user experience in my online store. Currently, on category pages, products are sorted by popularity. However, when a popular product goes "Out of Stock," it

    • POSTMAN - There was an error in evaluating the Pre-request Script:Error: Cannot read properties of undefined (reading 'json')

      I am beginning the journey to learn how to use the API for Zoho Sign. I am getting the following error when I try to use postman. To walk you through how I am getting this error... I wanted to start with a simple GET and expand my learning from there.

    • How do i integrate shipstation with zoho inventory

      Wanting to set up my own delivery driver in ship station so we can get real time tracking of where the package is but then i want it to automatically update zoho inventory packages/shipments how can i do this

    • Invalid value passed for salesorder_id

      Hi, I am using sales return API, details are given below: API: https://inventory.zoho.com/api/v1/salesreturns?organization_id=700571811 Post Json Data: { "salesreturn_number": "", "date": "2020-11-12", "reason": "Testing from API", "line_items": [ { "item_id":

    • Create Invoice and Invoice Items from Sales Order via API

      Currently, when creating an Invoice associated with a Sales Order via the API, it appears that I must manually include all of the items (line_items) even though they are already part of the Sales Order. My question is this: is it possible to raise an Invoice via the API based on all of the information associated with a Sales Order--such as the  items? In other words, do I always have to manually include the items (line_items) when raising an Invoice via the API when the Invoice is associated with

    • Outlook 2013 Calendar Syncs but "Related To" Field in Zoho is blank

      Outlook 2013 Calendar Syncs but Related To Field in Zoho is blank I expect the "Realted To" field to be populated with the calendar participants

    • Export a Course

      Is it possible to export a course from Zoho Learn to a SCORM file?

    • Add and Remove Agents from Departments and Groups in Zoho One

      Hi Zoho Flow Team, We hope you're doing well. Currently, Zoho Flow provides an action to add an agent to a group in zoho one, but there is no action to remove an agent from a group or a department. Another action that we find missing is the option to

    • Zoho learn Custom portal - networkurl & CustomPortalId

      I want to get my individual account’s networkurl and customportalId to use in this API: https://learn.zoho.com/learn/api/v1/portal/<networkurl>/customportal/<customportalId>/manual How can I retrieve the networkurl and customportalId using the API? I

    • Consumer Financing

      Does Zoho currently have a payment gateway (such as Stripe, Square, etc) which offers financing for customers? So, let's say the estimate we give the customer is greater than what they can afford at the time, but we can sell the service now, letting them

    • Intégration de la gestion des Passkeys dans Zoho Vault

      Zoho Vault est depuis plus d’une décennie une solution fiable pour les entreprises : pour la gestion, le partage et le stockage des mots de passe. En 2018, nous avons fait un pas en avant en proposant la connexion unique (SSO). Nous sommes fiers de franchir

    • Scan & Fill with double quote key/value pairs

      Hi, An old Ticket moved to a Topic/Idea: I love the idea of the new Scan & Fill as it nearly covers my previous request for a QR Scanner to read a multi-part QR Code. My QR Codes are hard-coded as below: {"key1":"value1","key2":"value2","key3":"value3"}

    • Analytics SQL Queries should allow # as comment

      # and // are very common for commenting in SQL. Not sure why analytics only allows /* and */ for commenting. Especially when # grays the line as if it's being commented out. This should be added for sure.

    • SalesIQ Operator Activity Reports in Zoho Analytics

      I'm busy building a dashboard in Zoho Analytics and I want to include SalesIQ stats in the dashboard, but I'm unable to get the statistics mentioned in the attached image. Any idea where I can get the stats for Operator Activity?

    • No longer can indent

      Hey there! Is it just me or were we used to be allowed to used tab or indent when writing. It’s not working right now, has this always been the case?

    • Free webinar alert! Seamless Transition with Lossless Migration: Zoho One + Zoho Mail

      Hello Zoho Mail Community! 🚀 Attention IT Admins and Email Administrators! Are you planning to migrate your organization's email to Zoho Mail within the Zoho One ecosystem? 📧 Join our exclusive webinar, Seamless Transition with Lossless Migration: Zoho

    • Add Resource to Export

      The Export Data feature does not include a column for the Resource field. Without this column, Zoho Bookings cannot be used by any business for resource-based services or event types e.g. room bookings, equipment bookings. It seems to be an oversight,

    • Client Script | Update - Client Script Support For Custom Buttons

      Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.

    • Mandatory field via deluge code

      I would like to ask you if it is possible to make a field mandatory via deluge script. For example, if I have a decision box and I click on it then I want a single line field to be mandatory. If uncheck the decision box then to do the single line as optional. I think it is not possible to do that and I have to do it via validation in 'on validate' field. 

    • Revenue Management: #1 What does it mean to "recognize" revenue?

      Earning revenue isn't just about collecting cash from your customers. It's about recording the income correctly and consistently. Revenue recognition is the process of deciding when and how to record revenue in financial statements so that they reflect

    • Power of Automation :: Auto-Populate Integration Field in Projects with CRM Account Data

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

    • Zoho Forms and ChatGPT - populating a field using AI.

      I have a form where I would like the user to enter a response or query, and have another field populated using AI. For example, user enters Field 1, AI populates Field 2 in response. I want to be able to wrap some additional instruction text around the

    • campo tag para api

      debo conectarme a una api de zoho inventory y ocupo tomar el campo tag para poder asi jalar el articulo que cuente con el campo correcto en tag ejemplo que tag existen carro y avion que cuando busque los articulo con tag carro arroje solo estos por mas

    • Uploading file as attachment to Zoho CRM

             Hi,   I am trying to attach a file to a Zoho CRM contact using Zoho Flow. Right now, I try to do it through the “Upload File” field in Zoho CRM (In my screenshots, it’s called Téléchargement du fichier 1).   Here is what I tried:   Case 1: Webmerge document The Flow is called “Custom Function” (see screenshot 101).   Step  1: Creating a Webmerge document (screenshot 99)   Step 2: I use “Update module entry” to upload the created file. I upload Webmerge’s “Document” in my “Téléchargemet du

    • Zia Answer Bot - Create Ticket

      Surprisingly, the current iteration of Zia will try to answer a question and unless you have "transfer to SalesIQ chat" enabled, it won't create a ticket for the user or offer them a method to create a ticket. We don't want it to create chats for us,

    • meassure leads phases

      Hi, I need to create a table to meassure the time that a lead stay in blueprint phases. the phases are first contact, second contact, lead spam, contacted, appointment. any idea? I have attached an example

    • Zoho Desk API Documentation missing a required field

      We are trying to create a section using this information. Even after preparing everything based on that page, we still get an error. The error we get is this: {"errorCode":"INVALID_DATA","message":"The data is invalid due to validation restrictions","errors":[{"fieldName":"/translations","errorType":"missing","errorMessage":""}]}

    • In the Custom Module I have 500 Records , this 500 record only want to view to the specific user only example user A ,

      In the Custom Module, I have 500 Old records that should only be visible to a specific user, for example, User A. Any new records created from today onwards should be visible to Record owner in the Custom Module. Pls help how i achive this .

    • Invoice template, how to change the text under "Notes" and "Terms and Conditions"

      In "Invoice templates", there are two text/info sections at the bottom:"Notes" and "Terms and Conditions". It is possible to change the names of these two headings, but how is it possible to change/alter the text under it. As a standard it says "Thank you for your business" under Notes - I need to change it into something different- How? Thank you.

    • Next Page