Zoho Developer Community Monthly Digest - January 2024

Zoho Developer Community Monthly Digest - January 2024



Hello everyone!

Welcome to the latest edition of the Zoho Developer Community Digest. As we begin the year with renewed vigor, we're thrilled to present a roundup of engaging discussions, valuable resources, and noteworthy community highlights from January. Dive in to stay updated on the latest developments in Zoho and join us in fostering collaboration within the developer community.

Upcoming Events

  1. Zoho Developer Hangout 13: Zoho CRM offers flexibility for businesses to tailor it precisely according to their unique requirements. However, even the best suits may need a few extra accessories. That's where Zoho Creator steps in. When integrated with Zoho CRM, it extends the platform's capabilities, allowing you to build custom applications, forms, and views, transforming them into custom tabs within the CRM interface. Think of it as the stylish pocket square that completes the look. In this session, our MVP @Anonymous User, will provide an introduction to Deluge scripting and its role in creating integrations between Zoho Creator and Zoho CRM. He will delve into the intricacies of fetching records from Creator within CRM and vice versa, as well as creating and updating records in both platforms. Click here for registration.

  2. Zoho Developer Community Bootcamp (In-Person): This has been long overdue! We're hosting our first-ever in-person developer meetup, and we're doing it right here in our home base. If you're in Chennai, you're in for a special treat. The bootcamp is designed to empower developers of all skill levels, guiding them to learn and create extensions for Zoho products. Participants also have the opportunity to potentially monetize their creations by listing them on the Zoho Marketplace. Registration and more details here.

  3. Creator 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 Agriculture Industry was a success, and during the upcoming session, we'll be exploring Creator for the Real Estate Industry.

    Title: Creator For Real Estate Industry
    Date: March 7, 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

  4. Creator Tech Connect: 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. We are planning to conduct a three-month series on Custom widgets: Extension in Zoho Creator and its development process. While the first session of the series focused on developing widgets with JS API in Zoho Creator, the upcoming session will be about using Widgets from Zoho Marketplace as Extensions in Zoho Creator.

    Title: Developing Widgets in Zoho Creator
    Date: February 15, 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

  5. Application Development Bootcamp: Application Development Bootcamp is a three-day webinar on Zoho Creator features and the application-building process. During these sessions, users get to learn how to turn their ideas into fully functional applications through live sessions and exercises. The webinars, each lasting an hour, cover sessions on ideating, structuring, developing, and managing solutions in Zoho Creator.

    Title: Application Development Bootcamp 1.0
    Date:  March 19, 20, and 21, 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

  6. Catalyst Webinar: Turn Ideas into Modern Apps with Ease using Catalyst AppSail
    Catalyst AppSail is a highly scalable platform that allows you to quickly build apps using popular programming languages such as Java, Node.js, or Python, and your favorite frameworks like Spring, SpringBoot, Flutter, Angular, Django, Flask, and many more. Tune into our webinar to gain insights on using AppSail from our in-house industry experts. Registration and more details yet.

Having hosted many meetups and events in the past, we've witnessed the value of networking, shared learning, and collaboration among the developer community members. As we look forward to 2024, an exclusive series of events is on the horizon, and we invite developers from all corners to join us. Embrace the community experience with Zoho, and let's make the most of these opportunities together. Take a moment to review the details of each event listed in this forum post and complete the form by indicating your preferred events. Feel free to select all that pique your interest – there's no need to hold back; we'll ensure you receive the invitations accordingly.

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

  • When @Federico needed help with dynamically adjusting a webhook to distinguish calls from production and sandbox environments, @Hugh Marshall and @Ishwarya SG offered three methods to accomplish this task in this discussion
  • When @Scholfield's code logic didn't meet his requirements of identifying accounts in Zoho CRM without any scheduled calls or calls altogether, @Ishwarya SG stepped in with a solution, offering advice on scaling it and providing a code snippet for implementation.
  • @Federico sought help in the community forum to add a "Ask for a quote" button to the Deals Detail page that opens a form to collect data. @Haiku technical support stepped in and suggested the best ways to implement this scenario effectively. Check out the conversation here.
  • Check out the code snippet shared by @Pheranda Nongpiur to fetch values from a Subform in one module and display those values for comparison in another module in Zoho CRM. 
  • Do you want to get the ID of a CRM record created using Client Script? Then this post is for you. When @Serge Piskarev was finding it difficult, @Maadhari M provided guidance with creating a record successfully and getting the ID. She also went the extra mile and suggested @Serge to use ZDK.Apps.CRM.Contacts.Models.Contacts() model, as it has more extensive features.

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.

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 sixth ZDH presenter, @Anonymous User. 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 features in the upcoming month's digest. Wishing you an amazing month ahead!

SEE ALSO

    • Recent Topics

    • Per Level Approval for admins

      We need Process admins like Zoho CRM in Zoho Books for per stage approval Currently in books, admins only have the option for Final Approval But for example, in cases like when an employee is on leave, we can't just approval one level we only have option
    • Billing Management: #7 Usage Billing in Telecom & Internet Service Provider

      Telecom and Internet Service Providers operate in markets where usage varies drastically from one customer to another. While flexible, usage-based models align revenue directly with consumption, they also introduce operational challenges like real-time
    • Zoho Sprints - Q3 updates for 2025

      The updates for the third quarter of 2025 are out. A few significant features and enhancements have been rolled out to improve user experience and product capabilities. The following are the updates: Manage tags and cluster tags Record and maintain project
    • Kaizen #208 - Answering your Questions | Functions, AI and Extensions

      Hello Developers! Welcome back to a fresh week of Kaizen! We are grateful for your active participation in sharing feedback and queries for our 200th milestone. This week, we will answer the queries related to Functions and Extensions in Zoho CRM. 1.
    • Zoho CRM still doesn't let you manage timezones (yearly reminder)

      This is something I have asked repeatedly. I'll ask once again. Suppose that you work in France. Next month you have a trip to Guatemala. You call a contact there, close a meeting, record that meeting in CRM. On the phone, your contact said: "meet me
    • Creating Restaurant Inventory Management on Zoho

      Hi,  We run a small cloud kitchen and are interested to use Zoho for Inventory and Composite Item tracking for our food served and supplied procured to make food items.  Our model is basically like subway where the customer can choose breads, veggies,
    • To Zoho customers and partners: how do you use Linked Workspaces?

      Hello, I'm exploring how we can set up and use Linked Workspaces and would like to hear from customers and partners about your use cases and experience with them. I have a Zoho ticket open, because my workspace creation fails. In the meantime, how is
    • Zoho Forms to Zoho CRM : First/Last Name to just Name ?

      When integrating a Zoho Form into the Accounts menu of the CRM I'm having trouble with how names are formatted ; In Forms the data is available as First Name or Last Name In the CRM there is only one field called Name How can I ensure that "John" "Smith"
    • Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

      Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With
    • This festive season, offer discounts with coupon code support in Stripe Checkout

      Hello form builders! It’s the festive season, the perfect time to spread joy and great deals! Now, with Zoho Forms’ latest enhancement for Stripe Checkout, you can do exactly that with coupon codes! Your payment forms integrated with Stripe Checkout can
    • Cómo creo una factura negativa o de abono?

      NEcesito anular una factura y crear una nueva igual pero en negativo. El sistema no me lo permite
    • Power of Automation::Streamline log hours to work hours upon task completion.

      Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
    • Is CRM On Premise available

      Hi Zoho team, Can you please let me know that CRM Zoho is available for On Premise as well? Thanks, Devashish
    • Last activity time is acting like last modified time

      When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like
    • CRM : Function to add user name to text field

      I have a lookup field in a module that is linked to the CRM users so we can assign a Project Lead to the customer. Sadly Zoho Marketing Automation doesn't sync Lookup fields so I need to extract information from the lookup to text fields: Lookup field
    • Zoho CRM - Restrict Login based on work hours

      Hi there, I'm wondering if we can restrict users to login during works - For example the users would be able to login from 8am to 5pm. I have seen the IP address restriction - the only downfall is what if the customer has dynamic IP. thanks Jiri
    • Tips and Tricks #46: Customize themes and templates using Show's Master View

      Hi All!  Let's say you want to revamp your presentation and make changes to its visual design. You can do this easily using the Master Slide and its associated layouts. The Master Slide stores information about all the layouts used in the presentation.
    • Sheet View in CRM portal

      Hi, When will it be possible for my CRM portal users to edit/add records with Sheet View? George
    • What's New in Zoho Invoice | July - September 2025

      Hello everyone! We’re back with the latest updates and enhancements we’ve rolled out in Zoho Invoice from July to September 2025. Here’s what’s new this quarter: Introducing the Singapore Edition in Zoho Invoice Share Invoices through WhatsApp GST 2.0
    • Alert: Audio Call Support to be discontinued for Old Live Chat Widget from December 31, 2025

      Action Required: Upgrade to the New SalesIQ Live Chat Widget We're reaching out with an important update regarding the SalesIQ Live Chat Widget that requires your immediate attention. Effective December 31, 2025, audio call functionality will no longer
    • 【開催間近 - 10/17】東京 ユーザー交流会 Vol.3 参加登録 受付中!(参加無料)

      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。 10/17(金)に、東京・新橋で「東京 ユーザー交流会 Vol.3」を開催します! ZOHOLICSよりも小規模なイベントですので、「リアル開催はちょっと緊張する…」という方も、安心してご参加いただけます✨ 当日は、初公開の事例を2つご紹介予定です! なお、セッション映像のアーカイブ配信は予定していないため、会場にお越しいただいた方だけが、登壇者へ直接質問したり、リアルな声を聞いたりできる貴重な機会となっています。 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー
    • multiple contacts for one account

      We currently use Zoho CRM where each Account represents a club or organization, and each Contact represents a manager or owner. However, some of our managers own or manage multiple clubs, and Zoho only allows a contact to be linked to one account at a
    • Rich text Merge field - Not using font specified in HTML

      I have a rich text merge field in a writer template which is creating a table. I have chosen to use this method instead of a repeat region because I need to specify specific cell background colours which change every time the document is created. The
    • Can't change form's original name in URL

      Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new
    • ヒートマップ詳細設定について

      はじめまして マーケティング担当の浅田です。 PageSenceのヒートマップ設定について質問です。 単一ページ毎の設定は上手くできるのですが 詳細設定にて、トップページのURLを含ませ全体のヒートマップを計測できないか試したところ お知らせ:データを受信していません。と表示されてしまいます。 トップページURLで始まるページの条件も試しております。 全頁を反映させたいと思い、詳細設定を上手く設定できたらと考えております。 どなたか詳しい方がいらっしゃいましたら、教えて頂けませんでしょうか 宜
    • Automatic category assignment

      Hi, I’d like to ask if there is a way to automatically assign an expense category based on the recognized Merchant. What would be the simplest way to set up automatic category assignment? Alternatively, is there an option to first choose the category
    • Experience with Zoho Vertical Studio

      I'm considering Zoho Vertical and would love to hear from some devs who've been using it. The Zoho ecosystem is pretty solid, so I assume the experience has been pretty good, but sometimes Zoho has its quirks. Overall, has your experience been positive?
    • LinkedIn Chrome Extension

      Hello - I believe it is a known issue that the LinkedIn extension Resume Extractor has stopped working and they are working on potential fixes. Wondering how others users are finding this issue and if there are any better workarounds for this issue? It
    • Advance PDF creation from CRM data

      I'm trying to create a PDF export of data in the CRM. My problem is I want a pretty complicated format for the data. I'm trying to export multiple modules worth of data, with nested one-to-many relationships between the modules. Along with that, I want
    • Where does this report come from in the Zoho One ecosystems?

      Is this directly from MA, Analytics or ??? ???
    • Sub-Form Padding in CSV Export

      Hi, When you use the Sub-Form, and for example you have a Date Field on the Main Page, then Option 1 and Option 2 fields on the Subform, when you export this to CSV the Date column will only have the Date in 1 row, the first row, it would be nice to pad
    • More Formula Functions

      Hi, I would ike for example to be able to have a Date Field and Formula Fields, and then in the Formula Fields I would like to grab just the Month of the above Date Field or the Week Number of the above Date Field. So more "Functions" than the current
    • File upload size limits

      I am designing a contact form in Zoho Creator with File upload facility. I am not sure where and how to set the following properties for the same: Allowed File Types Maximum Size of the Attachment Number of Attachments
    • Composite Services and Account Tracking

      I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the
    • All operation codes getting Not applied in WO-TT22J1025WOR0471, SR-TT22J1025PRE0423,FOR VIN-W1K6G2AB2SL005130.

      Dear Support Team, Please refer attached screenshot. All operation codes getting not applied in work order. Request you to please check and update ASAP.
    • Customer Grouping

      Hi, how can I group multiple customers into single group. So that I can have idea of accounts receivables of all the customers in single group. Like if there are multiple subsidiaries of same company we have having a business with, and want to view the
    • Bank Receipt Catagorization

      Hi, how can I match a bank deposit to multiple customer's invoices ? For e.g. A single person paid to us on behalf of different five customers. I need to keep the separated invoices for each customer
    • "Performed changes in the query is not allowed due to following reason" when adding columns or reordering data

      I'm trying to make changes to a query but every time i try to save it i get this error message.  I'm not touching the data it's flagging.  All I've tried to do is reorder a couple of fields and add a new one.  Why won't it let me do this?  It's a core
    • Exclude Segment from Campaign Recipients

      I've created two Segments in order to separate Non-Marketing Contacts from Marketing Contacts. I'd like to send an Eblast to all Marketing contacts in my lists, but when I go to select Recipients, I have two options: 1. To Choose Lists to Send to; 2.
    • Reschedule Multiple/Mass Calls at Once

      When we go into a Call record, we have the option to "Reschedule Call." How can we select multiple Calls at once from the Activities tab and Reschedule them? The big use case for us: We have many leads that our reps are supposed to call on a daily basis.
    • Next Page