Zoho Developer Community Monthly Digest – March 2025

Zoho Developer Community Monthly Digest – March 2025



Hello everyone,

This month is packed with exciting product updates, learning sessions, and powerful community conversations that remind us: sometimes, the best solutions come from a single shared question. From quick workarounds to upcoming training events and product releases, there's something here for everyone.

Let's dive in!

Upcoming Events

Creator Tech Connect

Title: Product release updates in Zoho Creator
Date: April 9–10, 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 advanced UI/UX customizations in Zoho Creator. In the upcoming session, we will explore the recent product release updates in Zoho Creator.

ZDK CLI (Zoho Development Kit Command Line Interface)

Date: April 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 to discover how to take control of your CRM workflow with ZDK CLI.

Extensions 101

TitleZoho Projects – Data Storage
Date: April 17
Time: 10:00 AM IST & 8:00 PM IST (GMT+5:30)

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 extensionsRegister for the upcoming sessions, where we'll delve deep into developing extensions for Zoho products like Projects, CRM, Books, and Desk.

Zoho Developer Hangout – Episode 21

Title: Zoho System Integration: Collect, Manage, and Utilize Data
Date: April 23

Time: 8:00 PM IST (GMT+5:30)

In this session, we’re featuring a ZDC Hackathon 2024 winner from the Zoho Creator Category who tackled one of the biggest business bottlenecks—hiring—and turned it into a fully streamlined, automated system. Wonderboy, Sourcing Coordinator & Junior Developer at WeThinkCode_, built this project using Zoho Creator, CRM, and Forms, simplifying the entire recruitment process—from collecting applications to sending updates via WhatsApp and email. It’s smart, practical, and something you could absolutely build on. Register here.

Catalyst 101

Title: Data & File Management and Querying
Date: April 29
Time10:00 AM IST & 8:00 PM IST (GMT+5:30)

Catalyst is a full-stack cloud development platform that simplifies the complex. Build, test, host, deploy, and optimize solutions like never before. Its easy learning curve eliminates complexities, empowering you to craft bold innovations at the lowest total cost of ownership (TCO). This is a four-part learning initiative that focuses on offering a thorough understanding of Catalyst—Zoho's cloud computing platform. Click here for registration and more details.

Learning Table Series

Title: Creator for the Property Management
Date: May 8, 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 of 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 previous webinar on Creator for the Asset Management was a success, and during the upcoming session, we'll be exploring Creator for the Property Management.

Zoholics USA 2025

Date: May 13–15
Location
GRB Convention Center in Houston

Join us for three days of inspiration, innovation, and invaluable connections. Whether you’re attending breakout tracks, scheduling 1-on-1 expert sessions, or mingling in networking lounges, we promise you’ll leave with actionable insights and a refreshed perspective on your business. More details here.

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.
Alert
Postman’s 2025 Developers’ Choice Awards at POSTCON ’25

If you’ve found our Zoho CRM Developers API collection on Postman helpful, we’d be honored to have your support! This collection is regularly updated with a focus on simplifying your development experience and helping you work with our APIs effortlessly. We’re excited to be a part of this contest and your vote could help us win. Your support not only motivates us but also drives us to improve and deliver more value to our developer community.

Please cast your vote here and share our profile. Voting lines are open until April 18, 2025. 
  • Zoho Creator
    Get access to the previous Zoho Creator Session recordings from Youtube & Zoho Creator Studio below:
  • Zoho Analytics
    Let's explore how the integration between Zoho Analytics and Zoho Desk can transform customer support, helping teams move from basic reporting to data-driven decision making in this blog.

  • Zoho Flow
    One of the biggest advantages of using Zoho Flow is that all your workflows are in one place, making it easy to make changes, switch them on or off, and monitor how every step is performing. 
    Now we're making it even easier for you to keep track of your flows and perform quick operations. Say hello to the Zoho Flow mobile app for iPhone!

  • Zoho Notebook
    AI is advancing rapidly and becoming a staple in our daily lives. From boosting our writing skills to enhancing productivity, AI tech is all around us. Because AI is so impactful and becoming the future of advanced technology, we thought, why not implement it in Zoho Notebook to make your writing experience a piece of cake? I
    ntroducing Notebook AI, our powerful AI writing assistant in Zoho Notebook.

  • Zoho Directory – Always Verify #09
    As we march ahead into April 2025, you have on your screens yet another edition of Always VerifyWe have searched the internet far and wide to bring you impactful Identity and Access Management stories- MFA mandates, ransomware attacks, crazy authentication workflows and of course, the Oracle Cloud breach.

Community Discussions

It’s a great reminder that in the right community, every challenge is just one conversation away from a breakthrough.

Zoho Developer Forum

  • @Nik ran into a snag trying to remove backslashes from a string in Deluge, so he came up with a quick workaround—bit of a hack, but hey, it did the trick. Then @Andres stepped in with a much cleaner fix that made things way easier. Want to know what the fix was? You’ll have to check out the post! Just goes to show, even a messy workaround can lead to a solid solution when you share it with the right crowd.
  • @Federico ran into a workflow hiccup while creating a related record in Zoho CRM—every time he hit “Save,” it would bounce him right back to the parent record. He wanted to stay on the newly created record instead. What followed was a thoughtful exchange around client scripts, potential workarounds, and platform limitations. While there's no one-click fix (yet), the conversation shed light on the why behind this behavior—and sparked ideas that might just lead to a future product tweak. Curious how others are handling it? The post’s worth a read.
  • When @Richard ran into a frustrating error in his Zoho Books Deluge script, the error message wasn’t giving him much to work with. He reached out to the community, and @Bhoomi, our MVP, stepped in to help, spotting a small but crucial syntax issue—something as simple as a missing semicolon. It’s a reminder of how sometimes the smallest detail can cause the biggest roadblock. Check out the post for the full solution!
  • @Taryn noticed something strange—values entered into a custom field on the Lead form in Zoho CRM weren’t saving, and the field just lit up yellow with no error message in sight. It was one of those head-scratcher moments until @Hugh Marshall stepped in with a simple but spot-on suggestion: check the field’s permissions. Sure enough, that was the culprit. Just another example of how a fresh pair of eyes in the community can help uncover what you might’ve missed.
  • When @ebizness set out to automatically create a new Contact every time a custom CRM module received a new record, things seemed straightforward—until the workflow threw an error. While @Ishwarya guided them through the workflow setup, it was @Max Tyack who shared a golden tip that turned the tide. The moment @ebizness tried it, everything clicked into place. Curious what that magic tip was? Head to the thread to see the clever trick that made the automation work seamlessly!
  • @Hayden’s post casually introduces the concept of the Levenshtein Distance algorithm—measuring how many edits it takes to turn one word into another—while showing how he built a working fuzzy matching system in Deluge. Using maps to mimic 2D arrays and a quirky recursive helper, he proved that with a bit of creativity, even compact scripting tools can be stretched to do pretty impressive things. A fun read that’s both educational, entertaining, and super cool!

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 JOIN NOW, and complete the form to get an invite to the channel.
  • This thread explores a real-world use case that pushes readers to think beyond the UI. By sharing her situation, Trish uncovered a workaround others can benefit from. Conversations like these empower developers to dive deeper into Deluge, workflows, and modular automation—things the docs might not cover, but the community certainly does!
  • When the documentation doesn’t cover a unique use case, conversations with peers help fill the gaps. When @LaVerne set out to trigger a custom function from the Zoho Cliq check-in (without using Zoho People), @Mike helped highlight some platform boundaries, while @Pranit offered practical insights and opened up the idea of using Cliq Widgets as a potential custom solution.
  • @Mangesh faced a common developer pain point: missing custom fields in the Zoho Books API response. His precise question led to a straightforward and helpful answer from @Pranit, who offered a simple tip that now makes API calls more predictable. It’s proof that asking clear questions gets you closer to clean solutions—especially when the right folks are listening.

Community Spotlight

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 an amazing month ahead!


SEE ALSO

    • Recent Topics

    • Getting events in the future

      Hi I am trying to get events in the future by calling this API Endpoint https://www.zohoapis.eu/crm/v8/Events?fields=Event_Title,Created_By,Created_Time,Start_DateTime But that gives me all events in the database. How do I make a query that returns all
    • Created Date/Invalid Fields

      Since Saturday we have suddenly had issues with our webhooks and data retrieval from CRM. Specifically how Created Date is handled. It appears there was some sort of change within CRM that broke a lot of our code that has been in place for several years.
    • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

      Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to
    • integration zoho form - drive

      I integrated my form with Google Drive. The report of user submissions from the Google Form becomes a Google Sheets table. When I used Google Forms for the same task, the summary sheet adapted to the form. For example, if I added a new field to the form,
    • add employees and customiz

      I want a Zoho software to track employees record. I logged in a demo so now I tried adding employee, first thing when I click on add employee it takes me to a page where it says add user maximum 10 users, my first doubt why users I don't want employees
    • Revenue Management: #9 Revenue Recognition in Media & Publishing

      Media & Publishing industry has evolved in recent times. It offers subscriptions, bundles digital and print access, runs sponsored content, and sometimes even sells ad spaces. If you run a media or publishing business, you will always get into a situation
    • Zoho CRM Community Digest - July 2025 | Part 2:

      Hello, Everyone! We’re closing out July with a can’t-miss highlight: Zoholics Europe 2025! Happening from September to October, it’s your chance to level up your CRM skills, covering everything from automation and CPQ to dashboards and advanced workflows.
    • How can I trigger a flow action only once while updating contact?

      Hi, we have a trigger to merge&mail file when the field YYY is filled out. For this acion I used "Create or update module entry". But unfortunately we get tens of email on a day with this merged file, because the contact is being regularly updated. The
    • Copy a Record Template from one Form to another

      I have a Creator application with several forms.  I developed a record template for one of the reports/forms but want to use most of it for another of the form/report combinations in the application. Is there a way to copy the template (code or otherwise) to another form?
    • Tip of the Week #70 – Create common team signatures for your shared inboxes

      Did you know that a small detail, such as an email signature, can make a big difference in how your brand is perceived? One simple yet smart way to enhance your team’s communication is by creating common team signatures for your shared inboxes. Instead
    • Enhanced data export features: XLSX format, custom character encoding, and selective record export

      Greetings all, Here are a few enhancements related to exporting CRM data, including the ability to export data in XLSX file format now. The Export feature under Data Administration now offers new options that expand its flexibility and enable users to
    • Tip #42 – How to manage data security with Privacy Settings – 'Insider Insights'

      Data privacy is a cornerstone of trust in remote support. Through Privacy Settings in Zoho Assist, you can set up how data is gathered, stored, and handled in your organization. These settings ensure compliance, data protection for sensitive details,
    • Zoho DataPrep and File Pattern configuration

      I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex
    • Introducing Dark Mode / Light Mode : A New Look For Your CRM

      Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for
    • Quick Item Search & Auto-suggestion for Invoices

      Hi Team, I am facing an issue while creating invoices in Zoho Books. Currently, I have to type the full item name in the correct sequence and spelling for it to appear. For example, my item name is: "Distemper Acri Silk Special White 10kg" If I type something
    • Ticketbai! en el Pais Vasco

      Hola a todos, En enero de 2.022 se va a implantar en el país vasco un nuevo sistema de facturación, denominado ticketbai!, ¿hay alguna previsión de realizar las adaptaciones en zoho books o zoho invoices? Ignoro la cantidad de clientes que tienen estas
    • Zoho CRM mobile app feature update: home page widgets, field tooltips and user image upload

      Hello everyone! Your business doesn't pause when you're on the move, and neither should your CRM. That's why in our latest update, we've introduced a few new features to make your mobile CRM experience smoother and more efficient. Let's take a quick look
    • Zoho CRM Plain Text Template: Line Breaks and Formatting Issue

      Hello, I'm following the instructions to create email templates in Zoho CRM, but I'm having a problem with the plain text version. https://help.zoho.com/portal/en/kb/zoho-sign/integrations/zoho-apps/zoho-crm/articles/zoho-crm-email-templates#Steps_to_create_a_custom_email_template
    • Optimizing Task Handling: Auto-Remove Recurrence for cancelled Tasks.

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

      Hello everyone, Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of the
    • Create, collaborate, and manage agreements with Zoho Sign

      Agreements drive business. We launched Zoho Sign in 2017 as a simple digital signature tool to sign agreements from anywhere, at any time. Over the years, we've learned that most agreements go through last-minute changes before they're signed. Our users
    • Function #25: Automatically generate purchase orders from a sales order

      We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is
    • DNS set up

      I want to create an email with my company domain. When I tried to add new record with cloudflare it didn't work. The DNS record can't be manually added. I followed the instruction but still can't add it. Could you help?
    • hiding a topic from all but one segment (or list)

      My organization sends out a number of newsletters using Zoho Campaigns. One of those newsletters is for volunteers. In order to become a volunteer, a person has to first go through our volunteer orientation (training). After that, they can receive newsletters
    • How do I set up this automation correctly?

      When contacts enter my Subscribers list, I want it to reference a custom field to see if it is empty. Then I want it to do two things: If empty: Assign a tag based on a different custom field. If that custom field is empty, assign a different tag. If
    • Function #62: Display associated Quote on Invoice details screen

      Hello everyone! Today, we are sharing a Related List script that makes it easy to view and access the quote from which an invoice was created right from the invoice details screen. This Related List displays the Quote number and Amount, allowing you to
    • Custom confirmation message

      How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but rather
    • email forwarding not working

      Your email forwarding service does not work. I received the confirmation email and completed the confirmation, after that nothing and nothing since no matter what I have tried. Shame as everything else was smooth. I spose it's harder to run one of these web based internet mail services than you guys thought!!! can you fix the email forwarding asap PLEASE!
    • Desk x CRM Integration

      Howdy! We currently use SalesIQ but we are considering moving across to Desk as it seems to have more functionality that we want. One of the pulls is the ability for our customers to self serve. But, I might be getting over excited and not actually need
    • Function #53: Transaction Level Profitability for Invoices

      Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.
    • Issue with Save & Share Link – Works for Others but Not Creator

      I’ve enabled the "Save and Share" feature in Zoho Forms, and it works correctly for all users accessing the public link—except for me (the form creator). Issue Details: When I save and share the link, recipients see a “no permission” error. The form is
    • Save the pdf report from a registration form in a Folder

      Through Zoho Forms I created a registration form with quite a lot of rules to handle different variables (TEAM types, payment in installments, etc.), and the result is pretty good. The automatic PDF that is sent to the respondent upon submission is already
    • zoho forms integration to zoho work drive

      Scenario: A user fills out a Zoho Form, entering details such as email, mobile number, and other required information, and uploads supporting documents like PAN, Aadhaar, etc. Upon submission, the data is available in Zoho Forms Reports. Requirement:
    • Zoho Forms to Zoho CRM Integration failed - can I restart it?

      The integration of Zoho Form to Zoho CRM has failed. Is there a way for me to restart it for the impacted entry?
    • insert an equation, but in document, it shows an image not available.

      I'm new to Zoho writer and used Zoho writer in desktop app version . When I inserted an equation, I got an image not available sign. Any help is appreciated. Thanks, Charles
    • Zoho Desk Android app update - Swipe action customization

      Hello everyone! We have brought in support for the swipe action customization in latest version(v2.9.13) of the Zoho Desk Android app update, enabling you to configure left and right swipe gestures on tickets to carry out the actions swiftly without opening
    • Import KB template OR Export template for zoho desk?

      Greetings. Can you tell me if there is a way to get an EXPORT of my KB articles? OR is there a template you supply for importing KB articles into my zoho desk? I am looking for a method of understanding what fields can be imported, and what their possible
    • XML format to import knowledgebase into Zoho Desk

      Hi, We just started to use Zoho Desk and want to import our knowledgebase from our old support system (Freshdesk) to Zoho Desk. Can anyone give us information about the format of xml file to import? There is no explanation on the related page.
    • 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
    • Arranging Ticket Templates

      Is there any way to arrange our ticket templates? It doesn't look very organised when it's just arranged according to when they were created. We want the list to look more organised, by arranging/grouping them by topics, or even just by alphabetical
    • Next Page