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


    • Sticky Posts

    • Zoho Developer Community Monthly Digest - November 2024

      Hello everyone! Welcome back to the November edition of the Developer Community Monthly Digest. Dive in to explore the upcoming events, hands-on training sessions, exciting product updates, insightful discussions, and more to keep you informed and inspired!
    • Zoho Developer Community Monthly Digest - October 2024

      Hello everyone, This edition highlights October's product updates, upcoming community events, engaging discussions that sparked inspiration, and celebrates the top contributors who drove progress. Grab your favorite beverage and dive in! Upcoming Events
    • Zoho Developer Community Monthly Digest - September 2024

      Hello everyone, This month's Developer Digest is packed with resources to help you build powerful applications. Learn how to leverage Zoho CRM's new features, explore the latest in Zoho Finance and Catalyst, and join exciting bootcamps, webinars, and
    • Zoho Developer Community Monthly Digest - August 2024

      Hello everyone, Get ready for another exciting month of Zoho development! Our August digest is packed with events, resources, and community discussions to empower you as a Zoho developer. Let's dive right in! Upcoming Events To stay on top of the upcoming
    • Extensions 101: Build Extensions for Zoho Finance suite

      Hello Developers! We are thrilled to announce our 5-day webinar series on building extensions for Zoho Finance Suite products. Our first session was a resounding success, introducing Extensions, Zoho Developer, Zoho Marketplace, and the Zoho Books Developer
    • Recent Topics

    • Callback URLs

      I need to connect to an external service through an API that requires me to provide a Callback URL so that a status update can be sent back when the API request has been processed. Is there a way to do this in Creator without having to use a middleware
    • Email signature not being included if user creates ticket / sends email

      When I create a ticket (send email), the signature doesn't appear to be added to the ticket. Can you confirm if this is the case? It would obviously be useful to include the user's signature even when sending a client an email and not only on replie
    • Zoho Notebook window ignores taskbar

      When maximized to full screen, the Zoho Notebook window ignores the presence of the taskbar and overlaps it. What could be the problem? Linux Mint 22 Cinnamon. Zoho Notebook 3.2.0
    • Document images

      We used to be able to rotate the images but this has now been removed ???
    • VENDORS ARE NOT SYNCHED WITH CONTACTS IN CRM

      Hello, While the ACCOUNTS and CONTACTS (Including the primary contact) are synced with the CONTACTS module in CRM, the vendor's CONTACTS are not synced with CRM - which basically forces the users to re-enter all vendor's contacts twice and then update
    • Involved account types are not applicable when create journals

      { "journal_date": "2016-01-31", "reference_number": "20160131", "notes": "SimplePay Payroll", "line_items": [{ "account_id": "538624000000035003", "description": "Net Pay", "amount": 26690.09, "debit_or_credit": "credit" }, { "account_id": "538624000000000403", "description": "Gross", "amount": 32000, "debit_or_credit": "debit" }, { "account_id": "538624000000000427", "description": "CPP", "amount": 1295.64, "debit_or_credit": "debit" }, { "account_id": "538624000000000376", "description":
    • KB Templates

      * It would be nice if Zoho can provide users an option to create custom templates for KB articles. Also, it would be nice as well if the users can have an option to 1.) select a default template and 2.) declare default tag/tags, for KB articles created through Ticket's resolution.
    • Zoho CRM Reports Module on Mobil App

      I have the mobile app and the reports module doesn't appear in the sidebar for some reason. I saw a Youtube video where the user had the Reports module on mobile. Is there a setting to show it on mobile? Thanks.
    • Contacts Don't Always Populate

      I've noticed that some contacts can easily be added to an email when I type their name. Other times, a contact doesn't appear even though I KNOW it is in my contact list. It is possible the ones I loaded from a spreadsheet are not an issue and the ones
    • Zoho Projects Android app update - List view enhancement

      Hello, everyone! In the latest android version(v3.9.15) of the Zoho Projects app update, we have enhanced the List view of tasks. We have also introduced a complete scroll of the tasks in the list view without scrolling the task fields(status, start date,
    • Print PO receipt

      Hi I would like to print the PO receipt. There does not seem to be any way to do this. I track batch numbers and printing the PO does not show this. Only the receipt would show the details of the receipt. Currently I print the screen which does not have
    • On the US Data Centre rather than the UK but dont know how to migrate it

      We have a new staff member with an external email address and cant add them to Zoho chat - we have been told its becuase we are in the UK but on a US Data centre - we therefore need to change it but no idea how to can anyone else as we are going round
    • Zoho Sheet Custom function column showing Error #EVAL!

      Hello I have a custom function in Zoho Sheet developed to convert a date time from one time zone to another. The custom function takes date and time columns and then using subHour( ) converts the time to PST time. However, though the custom function works,
    • How to add a Data Updated As Of: dynamically in text?

      I need to add a "Data Updated As Of" in the dashboard to show when was the last date the data was updated. I tried to create a widget but it does not look really good, see below. Is there a way I can do this through the text widget and update it automatically
    • Create Your Own Issue Management System

      Effective issue management is a cornerstone of project success. Every bug or issue, no matter how small, needs to be tracked and resolved in time to maintain project momentum. In this post, we’ll explore how an issue management system in Zoho Projects
    • Resource utlisation

      Dear Team, We use the excel for the weekly predicted people utilization how the resource are allocated , is there any way that i can use any of the zoho products.
    • Ask the experts - A live Q & A discussion on Zoho Recruit

      We are delighted to come back with another edition of Ask the Experts community series. This edition, we'll be focusing on everything about Zoho Recruit. The topics will focus on the features that are used/asked by the majority of users and also based
    • Bug - OTP (email) and No Duplicates

      Scenario: Form with an email field, Validation: "No Duplicates" (because I want to ensure 1 entry per email). Embedded form into website (JS option). Enabled email based OTP. 1st test (via my website) - entered my email address - sent OTP - entered pin,
    • Personal Facebook page posting instead of Business Page

      I have a Facebook page that is associated with my Personal Profile and I am the Admin of that Page. I would like to schedule and Post to my Personal Page not the Business Page. Each time I try to connect to the "Page" it takes me to the Business Page. Is there a way of connecting to my personal page?
    • Fixed asset management

      I want to know if there is any individual module for fixed assets management
    • Recording depreciation of fixed assets as a percentage of residual value

      In India, fixed assets are depreciated as a percentage of their residual value at the beginning of each fiscal year. I went through the documentation for creating recurring journal entries, but could only find ways to depreciate by a fixed rupee amount
    • Function #28: Automatically calculate Customer Loyalty points

      Hello everyone, and welcome back to our series! Today, we're excited to share a workflow designed to streamline the management of loyalty points. Many businesses offer incentives or rewards in the form of loyalty points to their customers as a way to
    • Function #6: Calculate Commissions for paid invoices

      Zoho Books helps you automate the process of calculating and recording commissions paid to sales persons using custom functions. We've written a script that computes the commission amount based on the percentage of commission you enter and creates an
    • How to Add Product SKU in Invoice?

      How to Add Product SKU in Invoice?
    • Tracking movement between departments

      I've been developing a reporting system in Zoho and one of the groups I want to develop a report on primarily moves tickets from department to another. Is there a way to set up the reporting on Zoho (or Zoho Reports) that can tell me the number of tickets
    • Zoho CRM Calendar View

      Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we choose
    • Update Zoho Flow on Sprint Work Item Status Change

      Hello, I've contacted Zoho One support but have been unable to help in a timely manner, so I'm asking the community. I want to start using sprints, but I'm having an issue. I need to post updates to Slack when a Work Item has a status change. My understanding
    • Call transcrition working for ringcentral?

      I don't see anything about what telephony providers can be used. The Zoho support person A said that RingCentral isn't supported. Zoho support person B said that it works, just make sure the call recording link works. Excellent instructions here: Call
    • What is syntax to call creator function (or trigger a creator workflow) from CRM deluge?

      What is syntax to call creator function (or trigger a creator workflow) from CRM deluge?
    • WhatsApp and Zoho Creator Integration

      How we have integrate WhatsApp App with Zoho Creator without using external application ?
    • Improve Creator Calendar Report

      Please can you improve the Creator Calendar Report General There is no way to highlight certain days, for example weekends or public holidays. There is no way to hide certain days, for example weekends. There is no way to modify the day header, it just
    • Important updates to Zoho CRM's email deliverability

      Last modified on: Jul 24, 2024 These enhancements are released for all users across all data centers. Modified on: Oct 30, 2023 Organisations that are in the Enterprise and above editions of Zoho CRM, and have not authenticated their email-sending domains
    • Custom modules not showing in developer console

      I'm trying to create a custom summing function for a custom module I made in my CRM. When I go to create the function, my module isnt showing up. Do I need to share the custom moldule with my developer console or something of the like?
    • Chart with Filtered Data vs Unfiltered Data

      I am looking to create a chart view that displays the full data set vs a subset of the data filtered by user filter. However I do not seem to find any method by which to exclude a plot from the applied filter or any other method by which to display the
    • Meetups Gratuitos Junio 2024 - Profundiza en las funcionalidades de tu Zoho CRM

      Este junio, aprende a sacar el máximo provecho de tu Zoho CRM en la segunda edición de los Zoho Meetups 2024. Los días 18 a 21 de junio, Zoho organiza los Meetups gratuitos para usuarios de Zoho CRM en Valencia, Barcelona, Madrid y Sevilla, donde expertos
    • How to get the Dashboard page to be the first page when you open the app

      So when it opens on a tablet or phone it opens on the welcome page, thanks.
    • Integration between Zoho CRM and Zoho WorkDrive

      I'd like to search Zoho for an invoice I've added as an attachment (pdf) to an account. The name of the invoice is 1388-advertiserx-July.pdf - but I can't find it using the search function for any of these terms: 1388 1388-advertiserx 1388-advertiserx-July.pdf
    • Tip #17: How to mandate partial payment for your appointments

      When you require partial payments during the booking process, customers can only schedule with you after paying a certain amount in advance. This deposit acts as a commitment between both parties. Apart from that, it has many more advantages. Benefits
    • Why option for 'include form submission in the body of the email' check box is missing

      Hi In all our forms we have configured an <Email Notification> (<Rules> <Form Rules>) In some forms, there is an option to <include form submission in the body of the email> in the <Additional Options> section, however, this option is not available in
    • Mozilla Vault extension will not Unlock even once.

      I have been using the Vault extension in Chrome based browsers for years, yet after installing the Mozilla Extension in Firefox, it will not unlock. Initially it did redirect me to log into my account, and then enter the master password. However, it did
    • Next Page