Hello everyone!
We're thrilled to share the highlights from February, including our recent in-person Bootcamp and exciting news about our growing extension library. Don't miss out on upcoming events, insightful resources and community discussions. Let's get started!
February Highlights
Zoho Developer Community Bootcamp (In-Person)
We had a blast hosting our very first in-person Developer Community Bootcamp at Zoho Campus in Chennai! It was exciting to see everyone dive into hands-on learning sessions, building extensions for Zoho products. Our goal was to empower developers of any skill level, help them learn the ropes, and potentially earn by listing their extensions on the Zoho Marketplace.
Zoho Extensions Chennai Bootcamp: A snapshot of radiant faces Zoho Extensions
Big news! We're celebrating reaching 2000+ extensions in 40+ categories on Zoho Marketplace! 800,000+ Zoho users are using extensions to improve customer experiences, boost collaboration, break data silos, improve ROI, and much more. Learn more about this milestone here. If you're new to extensions and eager to explore, check out our Extensions 101 series. Upcoming Events
- Zoho Developer Hangout 14: By serving as gateways for accessing and sharing functionalities and data across applications, APIs empower developers to tap into external resources and services that enrich their applications with enhanced features and solutions. Eric, a consistent top contributor in the Zoho Developer Community, says, "Zoho APIs can be fun to use. For core applications like CRM, Desk, and Books, there is an abundance of API endpoints to use and play with. Whether you are developing in or out of Zoho, there is a lot of commonality."In this episode, he will discuss the API documentation, limitations, and gotchas, using the API in Deluge, and then a demonstration of a use case outside of Zoho with a Ruby application. Registration and more details here.
- Zoho QEngine 101: We are happy to announce Zoho QEngine 101 series for the developer community consisting of five webinars in total. This webinar series aims to enable attendees to create test cases from scratch, manage them under modules, and execute them for three different platforms—web, mobile, and API—using Zoho QEngine. 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. Registration and more details here.
- 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 conducting a three-month series on Custom widgets: Extension in Zoho Creator and its development process. The recent session of the series focused on widgets from Marketplace as Extensions in Zoho Creator, while the upcoming session will be about using Widget extension development for Zoho Creator.
Title: Widget extension development for Zoho Creator
Date: March 14, 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
- 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
- Streamline workflows with Zoho CRM Event Listeners in Catalyst: Join us for an exclusive deep dive into the revolutionary Zoho CRM Event Listener in Zoho Catalyst! As a tech enthusiast, you know the power of seamless integrations and real-time data updates. With Catalyst's Event Listeners, streamlining workflows and amplifying efficiency of your Zoho CRM events is a breeze. Uncover how Zoho Catalyst's Event Listeners empower your applications to scale effortlessly. Whether it's handling a surge in activity or adapting to changing business needs, Catalyst has you covered. Registration and more details here.
- 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 Real Estate Industry was a success, and in the upcoming session we'll be exploring Creator for the Logistics Industry.
Title: Creator for the Logistics Industry
Date: Apr 4, 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
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
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. - Imagine you have set up a user portal with auto-populate using Client Script. However, it is taking time to load the data, and the end-user has already started to work around the application. That actually confuses the system, and the data is messed up. How do you address this? There may be many methods, but here is the suggestion by Jordan, a simple yet effective one. Read and share your approach too.
- This is the longest discussion and the highest community involvement yet! We had a great exchange of codes. Of course, we've taken in all the feedback and passed it along to our Zoho Books API documentation team. This thread is definitely worth checking out.
- There's no clear-cut solution to this situation, but it's definitely worth checking out the suggestions from the community's power users. Dealing with API limitations can be a nightmare for every developer. Take a peek at the suggestions, and if you've got an alternative solution in mind, feel free to jump in and continue the conversation or start a new discussion.
- Community is not just for exchanging code snippets but also for sharing the work opportunity.
- Here's a prime example of working smart with community support. There are a hundred ways to crack a problem, but bouncing your ideas off the community is a brilliant move. Zoho Developer Community has amazing developers who have been there and done that. In this case, Adam posted his query, and Mike promptly came through with a solution.
- Michel shared a use case about ways to hide a related list from certain users Zoho CRM without axing it entirely (since it's still needed for the RelatedRecords API). Dive into this discussion where our power users are brainstorming various options. If you have a better solution, post it in the Zoho Developer Forum along with your solution; we would love to feature it in our upcoming digest.
- Read through the detailed flow on writing a custom function to fetch details from CRM to Books. Our MVP @Bhoomi Joshi explained it very well by asking the right questions.
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.
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.
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
HubSpot CRM to Zoho Creator Integration
I'm trying to create an integration between HubSpot CRM and Zoho Creator with HubSpot being the push source (if a contact is created or updated in HubSpot, it pushes the information to Zoho Creator). I have two questions: 1- Is it best to use Zoho Flow
Contact data removes Account data when creating a quote
Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add
Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
Converting Sales Order to Purchase Order
Hi All, Firstly, this code works to convert a sales order(SO) to a purchase order (PO) via a button, however I am running into an issue when I convert the SO where the values from the line items are not pulled across from the SO to the PO. The ones in
Best-practice setup in Zoho One for managing combined candidate pools and exporting anonymised CVs
We are new users of the Zoho One bundle and operate a consulting and engineering company. Our workforce model includes a mix of permanent employees, active job applicants, and freelance/independent consultants. All three groups need to be searchable,
Meet Canvas' Grid component: Your easiest way to build responsive record templates
Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.
hard-bounced email list
Hi, Below pops up when I try to send an Email to some of my customer. Please guide me how to take it out from hard-bounced list? I am not sure how they were marked in hard-bounced list
Register the 'Contact Role' addition and change as a Potential edition so it can trigger Workflows
We are trying to use "Contact Roles" in Potentials. Contact Roles are special and different than the other Related lists, so, it may have a special behavior. Something to keep in mind is that you will never have 100 Contact Roles as you can have 100 Tasks, Calls, or any other Related list. In our case we will have 2 in average and up to 4 or 5 maximum. The problem is that we need to bring information from 3 key Contact Roles to the Potential and adding a Contact to the Contacts Roles area never trigger
Can I change the format of the buttons in the email templates?
Hi all! We have been working hard trying to brand our email templates, and have some way to go yet. One of the things we can't seem to edit is the green ${Cases.CUSTOMER_PORTAL_BUTTON} button and the font of the View Ticket text. Is there any way of doing
Best practice to structure reporting to include events covering multiple months / quarters.
Hi, I'm new to Zoho, have some experience of more "enterprise" tools, looking for some input from the community. I'm looking to create a report that includes events that cover a long period, each event has a start / end date and I'm struggling undertanding
All new Address Field in Zoho CRM: maintain structured and accurate address inputs
The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update
Marketing Tip #11: Turn features into benefits that sell
We all love talking about our products, but here’s a secret: customers don’t just buy features, they buy benefits. Instead of just saying "Made from 100% organic cotton," try "Soft, breathable comfort that lasts all day." Benefits tell shoppers how your
Zoho Sheet - Printing - Page Breaks and Printing Customization
I think the title is descriptive enough in that I cannot find help documentation on a simple task of adding in page brakes for separating pages on print. Thanks
Synchronise item image between Zoho Commerce and Zoho Books/Inventory/CRM
Here is a blindingly simple idea to tie several Zoho products together. Zoho - please include a method to synchronise the item image (or images) from one Zoho application to another. For example, if you upload an item image in Zoho Inventory, a user should
How do I migrate from zoho mail to Office 365?
The manual migration of Zoho Mail to Microsoft 365 typically requires using IMAP to move emails and configuring Microsoft Outlook to sync Zoho Mail. This approach can be error-prone, especially if there are multiple accounts or large email archives. Moreover,
Horrible Connectivity!
I have used Meetings several times, but most of the time the connection is horrible. The video freezes, the audio freezes, and we end up cancelling the meeting. I am on a high speed internet connection, and Zoom works fine, so I know it's not a problem
Exciting Updates to the Kiosk Studio Feature in Zoho CRM!
Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful
New Update: Convert External Users in Bulk in Zoho Directory
Greetings to all Zoho Directory users out there! We’re excited to introduce a new update that makes user management in Zoho Directory even more efficient; you can now convert external users in bulk! Earlier, admins could convert only one external user
New Update: Convert External Users in Bulk in Zoho One
Greetings to all Zoho One users out there! We’re excited to introduce a new update that makes user management in Zoho One even more efficient; you can now convert external users in bulk! Earlier, admins could convert only one external user at a time.
How to edit form layout for extension
I am working on extension development. I have created all the fields. I want to rearrange the layout in Sigma platform. But there is no layout module in Sigma. How can I achieve this for extensions other than Zet CLI and putting the fields into widget
Website not properly connecting with Zoho Creator app portal (embed & data sync issue)
Hello Zoho Community, I’m currently facing an issue while trying to connect my external website with a Zoho Creator app portal. I have a tool-based website ( https://mygardencalculator.com/ ) where users interact with calculators and dynamic content.
日本語フォントの選択肢拡充についての要望
日本語フォントの選択肢がとても少ないと感じたことはありませんか? 多くのアプリ(たとえば Invoice)ではフォントが1種類しかなく、正直あまり使いやすい・見た目が良いとも言えません。 そろそろ、もっと多くの日本語フォントを追加してほしい、そしてすべてのアプリで同じフォント選択肢を使えるようにしてほしいと、私たちユーザーが声を上げる時期だと思います。 ご存じのとおり、現状ではアプリごとにフォント周りの仕様にほとんど一貫性がありません。 みなさん、一緒に要望を出していきましょう!
Does anyone know how to setup Zoho Desk or Zoho CRM as a custom outgoing/incoming Call Centre?
I need to setup a call center so I can setup agents to make phone calls across Canada to market our services. I am trying to figure out the most reliable and cost efficient way to do this? I am currently paying for two phone services and neither seem
Display actual mileage on an invoice
My users are creating expenses in Zoho expense. For example, they expense 10 miles and get paid 7 dollars (10 miles * IRS rate of .70). If I look at the expenses in Zoho Books, it does show them at 10 miles at .70 cent When I add these expense to an invoice
Using Another Field Value for Workflow Field Update
I'm trying to setup a Workflow with a "Field Update" action on the Lead module, but I would like the new value to actually be taken from a DIFFERENT Field's on the Lead record (vs just defining some static value..) Is this possible? Could I simply use
Prevent Unapproved Quotes from Exporting to Zoho CRM Finance Module
Is it possible to prevent unapproved quotes in Zoho Books from being exported from Zoho Finance module inside Zoho CRM?
Zoho Flow + QuickBooks Estimates – Line items not created from CRM subform
Hi everyone, I’m trying to create QuickBooks Estimates from Zoho CRM Quotes using Zoho Flow. I’m aware that Zoho Flow’s native “Create Estimate” action does not support multiple line items, so I followed the community guidance for Invoices using a custom
Integration with...
Dear Zoho Commerce team, Please could you consider the integration within Zoho Commerce / Inventory and Qapla'? (https://www.qapla.it/en/) This app is better than Aftership in many ways: - Aftership integration require PRO plan and price start from more
Zoho Sign - Zoho CRM extension upgrade
Hi everyone, We've updated Zoho Sign extension for Zoho CRM with significant internal changes. Impact on existing Zoho Sign extension users Users using the extension without customization If you are using the integration without implementing Zoho Sign's
Consultant-Only Booking Page
Zoho Bookings does not allow for Meeting Type OR Workspace-Wide booking pages to be turned off. This is detrimental to organizations that have territory-based or assigned accounts, because if prospects can go to these booking pages and either select the
Start Workflow from Deluge Script
I have developed a customized process from our CRM that leverages a deluge script to create a statement of work document. Once the document has been created via the merge and store function, I would like the ability to start a workdrive review & approve
Request for Auto PO - Min–Max based Automated Purchase Feature
Dear Zoho POS Team, I’m writing to request a feature enhancement that would significantly streamline inventory management for businesses using Zoho POS — particularly supermarkets, FMCG retail, and multi-store operations like ours. Feature Requested:
Masters in UK – Experiences, Universities, and Career Outcomes
This forum discussion is for students who are planning or considering a Masters in UK and want to gain practical insights beyond official university websites. The UK attracts international students due to its globally recognized universities, diverse
Export your notes from Notebook!
Dear users, The long awaited feature is now live. Yes, you can now export your notes from Notebook app in bulk. But the feature has just started with web app alone for now. You can try the export feature as mentioned below: Go to our web app, https://notebook.zoho.com Go to 'Settings' > 'Export' Now, select the format: You can select either ZNote or HTML Once done, you can use the same to import or can have this a local backup of your notes. Note: Export for other platforms are in development and
Prepopulating Fields
Hello, I have a form (Assets) with 2 lookup fields: Client (from Clients) Site (from Client Sites) I modified the code (highlighted in red below), so the Site dropdown shows the list of sites related to the Client. must have Client_Site ( type = picklist
Unable to sort as Descending order
Trying to change the sort order for a lookup field (checkboxes) from Ascending to Descending and keep getting an error in Deluge that the order must be Ascending Did anyone ran into this? Thanks Eyal
Export Invoices to XML file
Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities
issue with deluge script
i used chat gpt to build this script and I am getting 2 errors which I cannot figure out how to fix: void monthly_sales_order_generation() { try { // ---------------- CONFIG ------------------- analytics_url_1 = "https://analytics.zoho.com/api/<workspaceID>/report/<reportID1>/data";
Introducing LinkedIn Apply Connect for Zoho Recruit
Attract up to 3x more qualified candidates and hire more efficiently with LinkedIn Apply Connect. Let candidates fill-in job applications without any redirections, gain deeper insights with applicant highlights within Zoho Recruit, and keep candidates
Recruit paid support?
Hi all, Could anyone who has paid support package advise if it provides value for money with regards to support response times? Exploring the idea as unfortunately when we have faced issues with Recruit it has been a 7+ day timescale from reporting to
Next Page