Zoho Developer Community Monthly Digest – May 2025

Zoho Developer Community Monthly Digest – May 2025



Hello everyone,

Welcome to this month’s Zoho Developer Community Digest! From fresh product insights to hands-on tech sessions and standout community threads, there's plenty here to keep your ideas flowing and your skills sharp. Be sure to explore our updated resource hub for even more learning. Grab your coffee and dive into the latest from the Zoho developer community!

The developer community chat room is shifting from Zoho Cliq to a new space on Zoho CommunitySpaces, and it comes with a iOS and Android mobile apps! Or 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.

Check out these videos to get started!

Upcoming Events

Extensions 101

TitleZoho Books – Custom Actions
Date: Jun 12, 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 Community Developer Bootcamps 2025 – India

We're bringing two sets of in-person developer bootcamps across 7 cities in India—one for Catalyst by Zoho, and another for building Extensions using the Sigma platform! We're super excited to meet you in person... and some of you, once again!

Creator Tech Connect:

Title: Building Data Relationships using Subforms in Zoho Creator
Date: June 12, 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 about lookup fields in Zoho Creator. In the upcoming session, we will explore building data relationships using Subforms in Zoho Creator.

Zoho Developer Hangout – Episode 23

Topic: Custom Logs – A Developer’s Ally in Zohosphere
Date: Jun 17, 2025
Time: 10 AM IST – Registration link

How do you debug when a client says, “I clicked something… and now it’s not working”, but can’t explain what happened? In this session, Deepa, a self-taught Zoho developer and homepreneur, will walk you through how she builds custom logs inside client accounts to capture real-time activity, make issues easier to trace, and reduce stress. This session is perfect for any developer working in client automations or eager to learn best practices while coding.

Zoho CRM APIs

Title: Part 7 – OpenAPI Specification 3.0.0
Date: Jun 19, 2025
Time: 10 AM & 9 PM IST – Registration link

Zoho CRM now provides an official OpenAPI 3.0 specification for its REST APIs, designed for developers and solution architects. In this session, you’ll learn how to instantly generate client SDKs in multiple programming languages, test APIs visually through Swagger UI, maintain consistent integrations with auto-generated, versioned requests and responses, and explore modules, operations, request/response formats, and error codes — all in a single, machine-readable file.

Zoho CRM Developer Series – Queries

Date: June 26, 2025
Time: 10 AM IST & 9 PM IST – Registration link

In this session, you'll learn how to create a query in CRM and use variables, serialization and schema management, along with a use case demo.

Building AI-powered, low-code apps with Zoho Creator

Title: CoCreator – Generative AI-Assisted Application Development
Date: July 3, 2025 – Registration link

Learn how Zoho Creator’s AI-powered assistant, CoCreator (powered by Zia), helps you build apps, automate workflows, and optimize code rapidly—so you can focus on creating impactful business solutions faster.

Learning Table Series

Title: Zoho Creator for Logistics Management
Date: July 3, 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 visitor management was a success, and during the upcoming session we'll be exploring Creator for Logistics Management.

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 Zoho Developer Community website to stay informed about the latest updates in the developer community.

Community Discussions

Zoho Developer Forum

  • A developer wanted to extract just the first word from a name like “David Beckham” in Deluge. Some suggested using getPrefix, others went the list-splitting route. The beauty? Each approach worked—with its own twist. What made one method stand out more than the others? The community had thoughts…

  • Looking for clarity on field types and criteria for zoho.cr.searchRecords, @Charles-Adrien noticed the official docs left out quite a bit. @Anonymous User quickly filled the gap, and fellow devs jumped in with practical insights—especially around API version differences. One reply, in particular, offered a lightbulb moment...

  • @Jesus needed to update a date field from the 'Cargo' module to the 'Deals' module in Zoho CRM. With step-by-step help from @Ishwarya SG, a fix from our MVP @Nik, and a surprise twist involving Rollup fields for a similar case, this thread became a great showcase of layered problem-solving. But it’s the final solution that made many devs stop and take notes...
  • @Michele's workflow was being... stubborn. One rule updated a field, but the next rule didn’t even blink. After some helpful nudges from @Anonymous User and a sharp fix from MVP Nik, the floodgates opened—more devs, more automation drama, and a treasure chest of workarounds. The final fix was so simple, it almost felt like the CRM was just being petty.

Developers ZUG Conversations

Community Spotlight

Zoho Developer Hangout

As a continuation of featuring a ZDH presenter each month, this time, we are delighted to introduce and appreciate the 19th episode presenter @Christopher Mowers. 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. 



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!

    • Recent Topics

    • This will be long, Please bear with me - Next Gen Layout - Search

      In general, I think that Zoho are going in the right direction with the Next Gen UI. The latest update brings some nice improvements and all-in-all from a user's perspective I think the improvements are generally very good. However, there are some areas
    • Selecting all notes in a notebook

      In Windows11, I select a notebook and I get a list of notes, but only 30 notes. If I scroll down to the end, I get an additional 30 notes (and at the top it now shows 60 notes). I can keep doing this to eventually see all my notes but this is a real pain.
    • Update latitude & longitude address field API

      How do I update the coordinates of an address field from a widget? I can't modify the latitude and longitude of the address field. I think the problem is how I'm writing formdata variable. zoho_init.then(function (data) { var queryParams = ZOHO.CREATOR.UTIL.getQueryParams();
    • Filter Records in CRM API

      Hi Team, I’m currently working on a task to retrieve expired deals from the CRM. By “expired deals,” I mean deals where the closing date has already passed and the stage is not “Closed Won” or “Closed Lost” (i.e., all other stages). I tried using both
    • User Name in Zoho Cliq Not Updating Across Apps?

      We updated the name of a user in Zoho. (From Sue to Taylor) Her name has not been updated in Cliq on all apps. When in Zoho One, if I go to Cliq directly, it is correct, but if I am in another app, and the Cliq bar pops up on the bottom, it will be the
    • Ability to Use Both AND and OR When Creating Rules (Advanced Conditions)

      I'd like to be able to use more complicated logic when setting up rules. E.g. in Zoho Mail, I can choose "Advanced conditions (AND/OR) to create a rule that can be applied to multiple subject lines from the same sender. But in Zoho TeamInbox, I will have
    • Attaching files to emails within CRM Deals.

      Hello, We have recently started using the extension "Workdrive for CRM" (Related List) to view/store our documents for each Deal, instead of using Attachments. Overall it feels like a better way to go but the user experience is not so great when it comes
    • Why I can't map Account Name from lead module to Account module?

      When I qualify a lead in the bluerprint, I use automated conversion in Blueprint to automatically create Contact, Account and Deal. the Deal record and contact record has been successfully created automatically as I expect, but I can't see any account
    • Pause(1);

      I'm using scheduler to invoke an interaction via http post with an external service. The schedule code uses a for-each loop that runs so fast my external application's log files get messed-up (they are named by date-time stamp). What I'm suggesting is
    • Release Notes | February 2026

      We have rolled out another set of enhancements in Vertical Studio during February 2026, bringing improvements to Canvas customization, reporting capabilities, and data access controls. Here is a summary of what was released during February 2026: Canvas
    • Agentic Engineering with Zoho: The Next Evolution of Intelligent Systems

      The concept of Agentic Engineering is reshaping how modern systems are designed. It introduces a new layer to the way we think about artificial intelligence and system architecture. For years, most software systems have operated in a reactive way — responding
    • Engenharia Agêntica e as soluções da Zoho

      O conceito de engenharia agêntica impacta diretamente como os sistemas são projetos. Este tema inseri mais uma camada a nossa idéia de inteligência artificial. Antes o desenvolvimento de sistemas operavam de forma reativa e dependente de comandos diretos,
    • Beyond Task Lists #1 Effective project and task customization with CodeX

      Dear users, Beyond Task Lists is a series of articles aimed at showcasing the various customization capabilities of Zoho Projects. We'll discuss real life project management scenarios, use cases, and requirements that needs combining multiple features.
    • Is Zoho Sites still actively being developed?

      Hello, Is Zoho Sites still actively being developed as part of the Zoho ecosystem? I noticed that the What's New page (https://www.zoho.com/sites/whats-new.html) does not show any updates since Q1 2025. We were considering migrating our website from Squarespace
    • Set expiration date on document and send reminder

      We have many company documents( for example business registration), work VISA documents. It will be nice if we can set a expiry date and set reminders ( for example 90 days, 60 days, 30 days etc.,) Does Zoho workdrive provide that option?
    • Depositing funds to account

      Hello, I have been using Quickbooks for many years but am considering moving to Zoho Books so I am currently running through various workflows and am working on the Invoicing aspect. In QB, the process is to create an invoice, receive payment and then
    • Debit opening balances of vendors

      Dear colleagues: I am looking at the trial balance as on 31st March 2024, and punching opening balances (1st April 2024) in Zoho Books. Vendors have credit balances, by its nature, but some of our vendors have debit balances as well (e.g., we have paid
    • Zoho Books emails suddenly going to Spam since 11 Nov 2025 (Gmail + now Outlook) — anyone else?

      Hi everyone, We migrated to Zoho Books in July 2025 and everything worked fine until 11 Nov 2025. Since then, Zoho Books system emails are landing in customers’ Spam (first Gmail, and now we’re seeing Outlook/Office 365 also starting to spam them). Impacted
    • Tasks in hours rather than days.

      Hi there, I was wondering whether or not its possible to create a workflow task that has a timer based on hours rather than days? I'm looking to create a workflow task which, when a request field is changed, creates a task for the support desk to call the customer within an hour. However, the workflow task due dates only seem to work in days. Is this possible? Thanks
    • Client Portal ZOHO ONE

      Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would
    • The Social Wall: February 2026

      Hello everyone, This month, we’re bringing you a mix of exciting toolkit enhancements and a few improvements across the web and iOS app, all designed to make your social media management simpler and smoother. File converter Images come in different formats,
    • Zoho Mail and SalesInbox doesn't link to CRM record using Reply-To

      Hi, I've just set up SalesInbox, with the intention of using it for sales enquiries (instead of Desk, which I have been using until now). I've noticed that, unlike Desk, SalesInbox only uses the 'From' email address to attempt to link to a CRM contact
    • Service line items

      Hello Latha, Could you please let me know the maximum number of service line items that can be added to a single work order? Thanks, Chethiya.
    • Subforms and automation

      If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM
    • Poor Search Results on Zoho CRM

      The search on Zoho CRM is quite poor. Salesforce has now published a new search, when will get this on Zoho? https://help.salesforce.com/s/articleView?id=data.c360_a_hybridsearch_index.htm&type=5
    • How to use filters on all products page? Or even a category page?

      Hello, I am trying to create some filters so users can use filters to find products they are looking for. So what i am trying is to create a filter according to price lets say. So if i define it this way i am expecting to see this filter option on category
    • Capture Last check-in date & days since

      I have two custom fields on my Account form, these are "Date of Last Check-In" and "Days Since Last Contact" Using a custom function how can I pull the date from the last check-in and display it in the field "Date of Last Check-In"? and then also display the number of days since last check-in in the "Days SInce Last Contact" field? I tried following a couple of examples but got myself into a bit of a muddle!
    • Pasted Images not being embedded in custom mail

      Hi, I'm making a custom report by email based on commentaries. I have the email ready, all working great except for images that are being pasted in the commentaries. Zoho deals with them as temp images and so it requires authentication to view them, something
    • AI Bot and Advanced Automation for WhatsApp

      Most small businesses "live" on WhatsApp, and while Bigin’s current integration is helpful, users need more automation to keep up with volume. We are requesting features based on our customer Feedbacks AI Bot: For auto-replying to FAQs. Keyword Triggers:
    • Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

      Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass
    • Select CRM Custom Module in Zoho Creator

      I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?
    • Zoho CRM Quotes – Subform and PDF/Writer Limitations

      Hello, I am encountering the following limitations in Zoho CRM Quotes: Custom product images cannot be uploaded in the subform – the image upload field cannot be added; only the file upload field is available. File upload placeholders cannot be used in
    • Introducing Workqueue: your all-in-one view to manage daily work

      Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales
    • Archiving Contacts

      How do I archive a list of contacts, or individual contacts?
    • Every time an event is updated, all participants receive an update email. How can I deactivate this?

      Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening
    • 3/18 オンライン勉強会のお知らせ Zoho ワークアウト (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中野です。 3月開催のZoho ワークアウトの開催が決定しましたのでご案内します。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら(無料) https://us02web.zoom.us/meeting/register/BoNTN7zYR8OvOPGShqBY0A ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベントです。
    • Zoho Sheet for Desktop

      Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
    • Conversion Rate – Won Deals over Assigned Prospects

      Hello, I would like assistance configuring a KPI in Zoho Analytics titled: Objective of the calculation: Number of Won Deals divided by Total number of assigned prospects (not only converted prospects). Important clarification: The denominator must include
    • Perfomance Management - Zoho People

      Hi team, I am looking for performance management data such as KRA, goals, feedback, appraisals, etc., in Zoho Analytics. However, I am unable to find these metrics while editing the setup. Could you please confirm whether these fields are available in
    • Feature Request – Conditional Visitor Information Request in Zoho SalesIQ

      We would like to request the ability to conditionally ask for visitor details based on the communication channel used in Zoho SalesIQ. Specifically: When a visitor initiates a conversation through the live chat widget on the website, we want to continue
    • Next Page