Zoho Developer Community Monthly Digest - June 2024

Zoho Developer Community Monthly Digest - June 2024



Hello everyone,

This month's Developer Community Digest is packed with everything you need to stay on top of your game! We've got a lineup of events you won't want to miss, valuable resources, important updates, and a glimpse into what's buzzing in the community.

Upcoming Events

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

Zobot Bootcamps - India

We're excited to announce a line-up of Zoho Developer Community Bootcamps in India. These bootcamps equip you to build fully functional AI chatbots for your business or as a service for your clients using Zoho SalesIQ's Zobot platform. This is a great opportunity to network with fellow developers and Zoho users, interact with Zoho experts, share ideas and experiences, and grow together as a community. 

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.

Zoho Apptics 101

In this series, 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. Registration and more details here.

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. In the upcoming session scheduled for June 26, we'll be covering Bulk Read API, Notification API and Data syncRegistration and more details here.

Zoho CRM Client Script 

Fueled by popular demand, we're back with a line-up of sessions in the Client Script series, focusing on advanced features and real-time business applications. Learn how to tailor Zoho CRM by defining highly interactive and responsive interfaces to cater to real-time business needs as our experts and guest speakers from the community walk you through the basics of Client Scripts and showcase various use case implementations. Registration and more details here. If you're interested to showcase your Client Script projects to the community in one of these sessions, write to us at developer-community@zohocorp.com

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. The recently concluded session focused on customizing and rebranding mobile applications in Zoho Creator, while the upcoming session is about the recent product release updates in Zoho Creator where we will showcase a few key feature releases in Zoho Creator.

Title: Zoho Creator - Product Release Updates - Part 1
Date: July 11, 2024
Title: Mobile SDK in Zoho Creator for iOS
Date: June 20, 2024
The registration links given below are common for both the sessions 
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

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 Professional services Industry was a success, and during the upcoming session we'll be exploring Creator for the food industry.

Title: Creator for the Food Industry
Date: August 1, 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

Catalyst Bootcamp : Build a sales report generator using Python in AppSail

Catalyst AppSail is a one-stop solution you need to turn your ideas into modern apps at lightning speed.  Join our bootcamp to build a sales report generator using Python in AppSail. Discover how to harness AppSail's powerful serverless environment to create dynamic sales reports. Gain hands-on experience with code examples and best practices, and learn how to scale your applications seamlessly.

Date: July 25, 2024
Time: 8:30 pm to 9:30 pm IST | 8 AM - 9AM PT - Registration link

Zoho QEngine

The training program spans for three days, with each day featuring three 4-hour sessions where we'll delve into the features of the QEngine platform, as well as its cross-platform testing capabilities. The key focus of this session is to enhance understanding of how to leverage QEngine for efficient application testing, particularly through automation. Attendees will gain comprehensive insights into both automation and manual testing approaches, equipping them with valuable expertise in testing methodologies.

APAC & EMEA: July 15-17, 2024 | 9 AM to 1 PM BST - Registration Link
Americas: July 22-24, 2024 | 9 AM to 1 PM PDT - 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 our newly revamped Zoho Developer Community website to stay informed about the latest updates in the developer community.

Community Corner

Not only did they create the implementations and showcase them, they've also shared it with the entire developer community and extended a hand to anyone who needs help with the implementation. Now that deserves a round of applause!

Community Discussions

Zoho Developer Forum

  • Don't miss @Rodger's ingenious approach to automating file management with Zoho WorkDrive and Zoho CRM! His latest post offers a step-by-step guide with code snippets, allowing you to simplify workflows for a more efficient CRM experience.
  • Our MVP @Kevin Flynn's post discusses how to enhance quote creation in Zoho CRM by using client scripts instead of Deluge. He introduces a custom module for Product Packages to streamline the selection and inclusion of bundled products with accurate pricing and details. This method not only speeds up the quoting process but also ensures accuracy in applying promotions and discounts, improving sales efficiency for sales reps handling complex product bundles.
  • Check out the suggestions given by our power users @James and @Andres when @Yasser sought advice on adding custom text to a related list in Zoho CRM's Deals module. While Deluge functions were a starting point, the discussion shifted to widget-based options like Flyout Widgets and Kiosk Studio for a more flexible and dynamic approach to managing scripts.
  • @Alex needed to use a single custom function across multiple schedules in Zoho CRM for sending reports at different times. The community came to his aid advising him to schedule functions more frequently and using Zoho's REST API. Head over to the discussion and see which solution did the trick!

Developers ZUG Cliq Channel

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.
  • Are you looking for dashboard templates? Our power users from the Zoho Developer Community have plenty of suggestions. This thread helps you understand the options. If you've got your own, go ahead and share them with the community!
  • To a developer, there's only a few things as interesting as processing invaluable data with a powerful data-processing tool. Check out this conversation which started when Richard needed help with updating organization variables in Zoho CRM, using a widget in Javascript.
  • Zoho's inter-product integrations are known for being as easy as copy-paste, but things can get a little complicated when powerful features such as multi-select lookup fields and integration tasks enter the scene. Thankfully, when Jorge needed a hand with the same, Buddy was ready to help!
  • Working on subforms in CRM can be tricky and even time-consuming, especially when creating records. Check out this noteworthy conversation, which included not just more than one way to simplify the process, but also pitfalls to be avoided on the way!
  • If you still need convincing that the Zoho Developer Community is home to a Zoho user-cum-developer, check this conversation out. Members of the community come forward with different solutions that worked for them when Mohamed needed help to create a dashboard.

Community Spotlight

ZDH Speakers

As a continuation of featuring a ZDH presenter each month, this time, we are delighted to introduce the 12th episode presenter @Tasha Willows-Staples. Explore this post to discover the knowledge and insights he shared with the community.

Cliq Contributors

Here are our top contributors who have gone the extra mile to support and assist the 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

    • Automatically Add Recurring Zoho Meeting Events to Zoho Calendar / Zoho Meeting Calendar

      Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement regarding recurring meetings created inside Zoho Meeting. At the moment, when we schedule a recurring meeting in Zoho Meeting, it does not appear in Zoho Calendar
    • When moments in customer support get "spooky"

      It’s Halloween again! Halloween is celebrated with spooky symbols and meanings based on history and traditions, with each region adding its own special touch. While we were kids, we would dress up in costumes along with friends, attend parties, and enjoy
    • How Zoho Desk contributes to the art of savings

      Remember the first time your grandmother gave you cash for a birthday or New Year's gift, Christmas gift, or any special day? You probably tucked that money safely into a piggy bank, waiting for the day you could buy something precious or something you
    • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

      Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
    • How can I delete duplicate transactions?

      I want to delete the duplicates not simply exclude them. I have duplicates, because I had automatic bank feeds turned on (had to make sure this critical functionality was working before migrating to Zoho). Now when I import my csv's exported from Wave,
    • Limited layout rules in a module

      There is a limit of 10 layout rules per module. Is there a way to get that functionality through different customization or workflow + custom function (easily accessible), etc. Having just 10 is limiting especially if module contains a lot of data. Are
    • Enhance Sign CRM integration

      Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign
    • Python - code studio

      Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already
    • Good news! Calendar in Zoho CRM gets a face lift

      Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
    • Replacing email ID,

      In zoho sheets If I am sending it as an email attachments can I replace sender email ID from notifications to my email ID.
    • Move orders scan ISBN

      Hi We have ISBN setup to be searched in items zoho but move orders dissent recognize the ISBN is there q missing configuration? regards, JS
    • ViewID and Zoho Desk API

      I'm looking at the documentation for Listing contacts and it looks like you can filter by ViewID. I assume this is views created in a department or all departments. Is this correct? And if so, how do I find the ViewID for that view? EDIT: I see the view
    • Ability to Link Reported Issues from Zoho Desk to Specific Tasks or Subtasks in Zoho Projects

      Hi Zoho Desk Team, Hope you're doing well. When reporting a bug from Zoho Desk to Zoho Projects, we’ve noticed that it’s currently not possible to select an existing task or subtask to associate the issue with. However, when working directly inside Zoho
    • Automatically Update Ticket Status in Zoho Desk Based on Actions in Zoho Projects

      Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to manage tasks related to customer tickets, and it works well for linking and tracking progress. However, there are a few important automation capabilities
    • Print Tickets

      We have field engineers who visit customers. We would like the option to print a job sheet with full details of the job and account/contact details.
    • Zoho Desk integration with Power BI

      Hi, I want to be able to create a Power BI report which has live updates of ticket data from zoho desk, is this possile at all? Thanks Jack
    • Ability to Attach Images When Reporting Issues to Zoho Projects from Zoho Desk

      Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to report bugs directly from support tickets into the Zoho Projects issue tracker. This integration is extremely useful and helps us maintain smooth coordination
    • Ability to Choose Task List and Add Subtasks When Creating Tasks from Zoho Desk

      Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to seamlessly connect customer tickets with project tasks. While the integration works great overall, we noticed two important limitations that affect our workflow
    • Sync Task Status from Zoho Projects to Zoho Desk

      Hi Zoho Desk Team, Hope you’re doing well. We’re actively using the Zoho Desk–Zoho Projects integration, which helps our support and project teams stay aligned. However, we noticed that when we change a task’s status in Zoho Projects, the change is not
    • Default/Private Departments in Zoho Desk

      1) How does one configure a department to be private? 2) Also, how does one change the default department? 1) On the list of my company's Zoho Departments, I see that we have a default department, but I am unable to choose which department should be default. 2) From the Zoho documentation I see that in order to create a private department, one should uncheck "Display in customer portal" on the Add Department screen. However, is there a way to change this setting after the department has been created?
    • Retainer invoice in Zoho Finance modlue

      Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.
    • Can we do Image swatches for color variants?

      We want to do something like the attached screenshot on our new zoho store. We need image swatches instead of normal text selection. We want to user to select an image as color option. Is this doable? I don't see any option on zoho backend. Please h
    • Zoho CRM IP Addresses to Whitelist

      We were told to whitelist IP addresses from Zoho CRM.  (CRM, not Zoho Mail.) What is the current list of IP Addresses to whitelist for outbound mail? Is there a website where these IP addresses are published and updated?  Everything I could find is over
    • Color of Text Box Changes

      Sometimes I find the color of text boxes changed to a different color. This seems to happen when I reopen the same slide deck later. In the image that I am attaching, you see that the colors of the whole "virus," the "irology" part of "virology," and
    • The difference between Zoho Marketing Automation and Zoho Campaigns

      Greetings Marketers! This post aims to differentiate between Zoho Marketing Automation and Zoho Campaigns. By the time you get to the end of the post, you will be able to choose a product that objectively suits you. What is Zoho Marketing Automation?
    • How to use Rollup Summary in a Formula Field?

      I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible
    • Zoho Mail Android app update - View emails shared via Permalink on the app.

      Hello everyone! In the latest version(v2.8.2) of the Zoho Mail Android app update, we have brought in support to access the emails shared via permalink within the app. Earlier, when you click the permalink of an email, you'll be redirected to a mobile
    • Let us view and export the full price books data from CRM

      I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for
    • Weekly Tips: Manage External Images in Zoho Mail

      When you receive emails every day, whether from clients, newsletters, or services, many of them contain external images that automatically load when you open the message. While this can make emails look more engaging, it can also impact your privacy and
    • How to display Motivator components in Zoho CRM home page ?

      Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home page ? Has someone any idea ? Thanks for your help.
    • Introducing Record Summary: smarter insights at your fingertips

      Hello everyone, We’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia to simplify how you interact with your CRM data, providing a seamless, consolidated view of critical record information. Scrolling through the
    • Account in Quick View Filter

      I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes any
    • Insert Cookie Policy in Zoho Sites

      Hello, i need to insert a banner on my site because i'm in Italy so i have to respect EU laws for Cookie Policy and Privacy Policy. I see that i need to insert a code in <head> section of my site to show a banner/popup with cookie info. How i can do this? Thank you Luca
    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
    • Unable to confirm Super Admin assignment — confirmation button not working

      I’m trying to change the roles within my organization. I am currently a super admin and would like to add another user as a super admin. When I attempt to confirm the action, a screen appears asking for my password to verify my identity. However, when
    • Delegates should be able to delete expenses

      I understand the data integrity of this request. It would be nice if there was a toggle switch in the Policy setting that would allow a delegate to delete expenses from their managers account. Some managers here never touch their expense reports, and
    • Let's Talk Recruit: Meet Zia, your all-in-one AI assistant (Part-2)

      Welcome back to Let’s Talk Recruit series. In Part 1, we introduced Zia and how AI is reshaping the way recruiters work. This time, we’re taking a closer look at how far Zia has come and how each update continues to simplify your everyday tasks. When
    • Function #9: Copy attachments of Sales Order to Purchase Order on conversion

      This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: Hit
    • stock

      bom/bse : stock details or price =STOCK(C14;"price") not showing issue is #N/A! kindly resolve this problem
    • Kaizen #8 - Handling Recurrence and Participants in the Events Module via API

      Hello everyone! We are back this week with an exciting post—Handling recurrence and participants in the Events module through API. First things first—What is the Events module? "Events" is a part of the Activities module in Zoho CRM.  An event is an activity that happens at a given place and time. You can find Events on the user's Zoho CRM's home page, Activities home page, Calendar, and in other related records. What are the types of Events? Events are of two types—Recurring and non-recurring events.
    • Next Page