Zoho Developer Community Monthly Digest - March 2024

Zoho Developer Community Monthly Digest - March 2024



Hello everyone,

In this digest, we've brought you a roundup of the highlights, community discussions, resources, and updates from March to keep you in the loop. Let's get right to it!

March Highlights

Zoho Developer Hangout 13

Zoho CRM offers flexibility for businesses to tailor it precisely according to their unique requirements. However, even the best suits may need a few extra accessories. That's where Zoho Creator steps in. When integrated with Zoho CRM, it extends the platform's capabilities, allowing you to build custom applications, forms, and views, transforming them into custom tabs within the CRM interface. Think of it as the stylish pocket square that completes the look. In this session, our MVP @Damien Cregan provided an introduction to Deluge scripting and its role in creating integrations between Zoho Creator and Zoho CRM. He also delved into the intricacies of fetching records from Creator within CRM and vice versa, as well as creating and updating records in both platforms. Watch the recording here.

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 discussed the API documentation, limitations, and gotchas, using the API in Deluge, and then demonstrated a use case outside of Zoho with a Ruby application. Watch the recording here.

Upcoming Events

Note: To stay on top of the upcoming developer community events, keep an eye on this page.
  1. Zoho Developer Community Bootcamps - India: We're excited to announce a line-up of Zoho Developer Community Bootcamps in India. These bootcamps focus on empowering developers of all skill levels to learn and build extensions for Zoho products and potentially monetize them by listing them on Zoho Marketplace. 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. Read through the details here and register for the meetup in your city.

  2. Zoho QEngine 101: We are happy to announce Zoho QEngine 101 series for the developer community consisting of five sessions in total. This 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. We also have the Get to know Zoho QEngine webinar series to enhance your understanding of how to leverage QEngine for efficient application testing, particularly through automation. 

  3. 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. Register for this multi-part series and start using developer-centric CRM features like a pro!

  4. Zoho Extensions 101 – Extensions for Zoho Finance Suite: This series offers a comprehensive exploration of developing extensions and widgets for the Zoho Finance suite. 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. Click here for the detailed agenda and registration.

  5. eSignatures with Zoho Sign: Discover how to create legally binding documents and seamlessly integrate Zoho Sign into your website or mobile application using Zoho Sign APIs and SDKs. Join us to learn the importance of integrating a digital signature solution into your website, get a product walkthrough of Zoho Sign, and gain insights into utilizing Zoho Sign's APIs effectively. Register here.

  6. Catalyst Masterclass – Build next-gen bots with NLP capabilities using ConvoKraft: Join us for an exclusive webinar on Catalyst ConvoKraft with industry experts to learn how to build next-gen bots with advanced Natural Language Processing (NLP) capabilities. Catalyst ConvoKraft is an open platform on which third-party, non-AI developers can build chatbots. Developers can easily embed bots built on ConvoKraft into their application's front end for end-users to interact with.

  7. 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 Logistics Industry was a success, and during the upcoming session, we'll be exploring Creator for the Education Industry.

    Title: Creator For the Education Industry
    Date: May 2, 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

  8. Creator Tech Connect Series: 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 mobile applications in Zoho Creator. The recently concluded session focused on customizing mobile applications in Zoho Creator, while the upcoming session in the series will be about Rebranding mobile applications in Zoho Creator.

    Title: Rebranding Mobile Applications in Zoho Creator
    Date: May 9, 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

  • At times, even the tiniest syntax slip-up can be vexing. That's where community support comes through, as members have likely encountered similar challenges. In this instance, @Philip sought assistance on our forum for a WHERE clause issue in a COQL query, and as usual, @Haiku Technical Support swiftly offered helpful tips to guide @Philip and @DataWarehouse.
  • More often than not, minor script glitches can escalate into significant time drains for developers. @Jason's struggle with transferring subform records highlights the frustration such issues can bring. Our MVP @Hugh Marshall's timely intervention not only resolved the problem but also underscored the invaluable support network within the community.
  • @Emmanuel struggled to update a multi-select field in Zoho CRM, prompting other community members to jump into the discussion with similar challenges. @Sunderjan and @Pheranda pitched in with code snippets to help them through their predicaments.
  • Identifying the cause of a problem is key to resolving it, which is precisely what @Hugh Marshall aided in with @Jorge's situation. While attempting to parse an XML file in Zoho CRM, @Jorge Andrés faced challenges in isolating and processing details from the XML, despite exploring different solutions. Go through this conversation to understand how community can be your go-to when you’re stuck in coding conundrums.

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.
  • Does it spark your interest when I say that it's possible to search email ID in Leads and Contacts modules at the same time? Go through this discussion where @Venessa West shares how.
  • @Nhivethasre comes to @Piyush's rescue with the steps involved in publishing his Zoho Creator app on Google Play Store and Apple's App Store. Make sure to bookmark this thread for future reference when you're ready to publish your own app!
  • Our champions Tasha and Puneeth offered step-by-step solution to Fatih in this discussion to fetch data from a website (specifically, YouTube) using Deluge and funnel it into Zoho Desk via an app developed with Zoho Catalyst.
  • Check out this lovely conversation that shows the pros coming together to help each other out with great camaraderie!
  • @Haiku Technical Support helped @Danny save some time by suggesting a more straighforward solution to his requirement, avoiding the need to integrate more products than needed.

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.

As a continuation of featuring a ZDH presenter each month, this time, we would like to introduce our ninth presenter Christopher Mowers. Explore this post to discover the knowledge and insights he shared with the community.

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. 

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 - December 2024

      Hello everyone! As we step into the new year, let’s reflect on the strides we’ve made together and gear up for the exciting opportunities 2025 holds. This month’s digest highlights key updates, engaging discussions, and upcoming events designed to keep

    • 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

    • Recent Topics

    • Add Owner to deluge-created module record note

      Is it possible to include the "owner" aka "creator", of a Note when creating it via delulge? This sets "superadmin" as the Note creator. I need to override it. notemap = Map(); notemap.put("Parent_Id",program_contact_id); notemap.put("Note_Content",program_contact_data.get('Note'));

    • Directly Edit, Filter, and Sort Subforms on the Details Page

      Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

    • Unique and Random IDs in Zoho Forms: Organize and Secure Your Data Efficiently

      When it comes to form submissions, organizing and identifying entries effectively is crucial. Zoho Forms offers two versatile ID generation options for submissions: Unique ID and Random ID. Each serves distinct purposes, providing flexibility to meet

    • Sort By Date - Deluge

      I have the following code, which normally works to sort calls by created time. Every once in a while, it doesn't work and something sneaks through in the wrong order and I can't figure out why. calls = zoho.crm.searchRecords("Calls","(Owner:equals:" +

    • Iteration through a list - Coming up against a "Failure to update function" error

      Hi there! I've been attempting to get a deluge script working and am running into an error that I have been unable to resolve. The error I am getting is Failed to update function Error at line :18. Improper Statement. Error might be due to missing ';'

    • Can you modify "Last Activity Time" in deluge? If so what's the field name?

      I need to perform some bulk modifications on records in the Leads module, but I need to avoid changing the "last activity time" or "date modified" because I am using those fields to filter and sort leads for follow-up action. I cannot find an answer anywhere

    • How do I define a weekend

      I noticed the default for weekends does not seem to include Saturdays. How can i define weekends to include both Saturdays and Sundays? Thank you.

    • 【Zoho CRM】ポータル機能のアップデート

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からポータル機能のアップデートをご紹介します。 今回の機能アップデートにより、CRMのポータルへのログインがより簡単にできるようになりました。 【目次】 SAMLベースのシングルサインオンについて ポータルへのアクセスリンク送付について 今回のアップデートにより、アイデンティティプロバイダー（IdP）を利用している組織において、SAMLベースのSSO（シングルサインオン）を有効化できるようになりました！

    • Getting error during inserting a record in form of zoho people using zoho api

      import requests import json # Set your access token and Zoho People API base URL access_token = '1000.XXXXXXXXXXXXXXX.XXXXXXXXXXXXXXXXXXXXX' api_base_url = 'https://people.zoho.in/people/api/' # Set the form name and data to be inserted form_link_name

    • UI Arabic

      can i change the member portal UI to arabic in zoho community?

    • Resume template to include profile photo

      Hi, We would love the Resume Template to be able to include their profile photo. How can this be done? Miriam

    • Marking a form as 'done'?

      Hi! I've got a form that staff fill in when moving stock from location to location. I see the entries they've sent across and I input them into my stock control system. Is there a way to mark a form as 'done'? So that I know which entries I've input,

    • Zoho CRM - best way to search an account and assign to a deal

      Hi Everyone I am looking for some advice. I want to find the best way to complete the below steps. We have a deal and once it reaches a certain stage we need to allocate a supplier / vendor to this deal along with the salesperson. I want to add (ideally

    • How to easy change layout in existing records in Deals?

      Hello, So far i have used only 1 layout in Deals. I have about 1000 records. Now i want to make new layout. So i have 2 layouts: Layout Old (1000 records) Layout New (0 records) How to easy change layout from Layout Old into Layout New for existing records?

    • Zoho Rating

      When I close a ticket, the zoho system automatically sends an email to the customer for them to leave a rating. When they leave a rating, the ticket re-opens and I have to close it again. When I close it again, the zoho system sends the customer an email

    • Zoho GC Flow is not showing in IM Channels

      I have added my social IM channels in zoho desk. Created a GC Flow to automate conversations. But Guided conversations are not showing in any platforms I have chosen; WhatsApp Instagram Messenger Web (Business Messaging) In the flow I mentioned these

    • Sharing Knowledge Base articles across multiple departments

      It would be useful to share some Knowledge Base articles across multiple departments where they are applicable, rather than having to go into other departments to find the article you're looking for. For example. Our reception uses the 'Admin' desk whereas our IT guys use the 'Support' desk, however both divisions would find KB articles about our company intranet useful. Reception does not have access to the support desk, so cannot see articles created in the Support KB. Perhaps you could install

    • Contacts marked as Spam are shown as Contacts in tickets.

      Hi Zoho, If a ticket is marked manually as Spam you get an option to set the contact as Spam as well. It would be great if there was another option to delete this Contact. This would be based on the understanding that it wouldn't be marked automatically

    • Is possible to use ${webhookTrigger.payload.street==null?"No street":${webhookTrigger.payload.street}} for to detect inline a null parameter

      Hi Team I need to know if it's possible to evaluate inline the following parameter, with the objetive to detect a null value ? I would like to use ${webhookTrigger.payload.street==null?"No street":${webhookTrigger.payload.street}} Regards, Pablo

    • Real Estate CRM

      How can I tailor my CRM for real estate? I had seen an image where the CRM included property tabs.

    • Issue with Bulk Edit Triggering Function Multiple Times in Zoho Report

      In our Zoho report, we have observed an issue where executing a function during a bulk edit operation runs the function multiple times—once for each selected report entry. This behavior is causing errors due to overlapping or redundant executions. Our

    • Is there a Kanban view of Tasks across all Projects?

      As the title indicates, I could use a Kanban view of my Tasks across my Projects. If it's there, I don't see it. If it isn't there, I'd like to submit this as a feature request. Thx.

    • Set recurring tasks in Zoho Support?

      Hello,   We use the task function in Zoho Support to set reminders for "due dates" of important events, such as lease expirations, etc. Is it possible to set some of these as recurring yearly? As of now, we have to reset every task manually after one year. Is there a way to have it reset automatically?   Additionally, is there a way to import a list of tasks and their dates into Zoho Calendar? I have not been able to do it from Zoho Support to Calendar. I tried exporting tasks from Zoho Support,

    • Help - How Can I Enter a Hourly Rate (Global Cost) for our Team for Profitability Reporting?

      Hi everyone, I'm hoping someone can help as I am at a loss and am quite shocked (if true) at the lack of functionality in Zoho Books. We run a company in which we do hourly jobs for clients and we bill based on the hours of work completed. Projects are

    • Schedule a regular backup

      In CRM I have a regular backup setup. I cannot find an option to backup Desk? I would like to take a backup before I test syncing products between CMR and Desk.

    • Limit who can submit a support ticket to your site?

      Does anyone have a use case for needing to limit who can submit tickets via your help portal? Some of our customers want to have end-users view our knowledge base articles and see tickets their IT groups have submitted but they do not want end-users to

    • Is there a way to request a password?

      We add customers info into the vaults and I wanted to see if we could do some sort of "file request" like how dropbox offers with files. It would be awesome if a customer could go to a link and input a "title, username, password, url" all securely and it then shows up in our team vault or something. Not sure if that is safe, but it's the best I can think of to be semi scalable and obviously better than sending emails. I am open to another idea, just thought this would be a great feature.  Thanks,

    • Allow us to disable the Reopen Ticket button after a ticket is closed

      Disabling the Reopen Ticket will allow us to have more control over the ticket's flow. According to support, this is currently not possible. Please add this to let us, the customers, mold the ticketing system into something that we can use for our business

    • How to Enforce Mandatory Fields (Category/Sub-category) Before Closing a Ticket?

      Hi, I'm currently using Zoho Desk and encountering an issue where agents are able to close tickets without filling out mandatory fields, specifically Category and Sub-category. I’ve already set them both as a mandatory field, but it can still be bypassed

    • Admin Control for Default Email Templates in Zoho Desk

      Hi Zoho Desk Team, We would like to request a feature enhancement related to default email templates. Currently, agents can select and set their own default email templates when replying to tickets. However, we believe this setting should be managed centrally

    • Lock out of account after password update

      This is a bit of a catch 22 situation. I updated my account password using password generator in ZohoValut. Now I am locked out of everything, as I cannot get into OneAuth for 2FA, as the password is randomly generated, without getting into ZohoValut,

    • Guidance on Making Zoho Desk Connections Available for All Data Centers

      Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on

    • Multibrand Help Center - Share knowledge base catgories between multiple departments

      Hello, I would like to know if it is possible to share categories between multiple departments when the multi brand feature is enabled. So that then one portal exists per department, but certain categories are visible in multiple portals. After all, we

    • Unable to upload document error on zoho sign

      i am creating a document using laravel php and here is my code and i get this reponse {"code":2005,"message":"Unable to upload the document","status":"failure"} $path = storage_path($file); $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, 'https://sign.zoho.com/api/v1/requests');

    • Cloud to cloud folder migration from Sharepoint to Workdrive

      I am aware of OneDrive migration: https://help.zoho.com/portal/en/kb/workdrive/migrations/microsoft/articles/migrate-from-onedrive-to-zoho-workdrive#Whats_migrated would this cover a Sharepoint migration meaning I can move a whole Sharepoint (team) folder

    • Zoho Sign / Prefill By You - Editable by Them!

      Zoho Sign seems to have two field options available - an empty field for signer(s) to complete or a field that has been prefilled by you, that becomes read only once sent.  What I would like is an option on the pre-filled by you fields, to leave them

    • How to sort a data in summary report with Monthly ?

      Hi Team, Can any one help me out how to sort a data based on monthly, Month was shuffled based on aliphatic order. i want to sort the below data monthy?

    • Kiosk Studio wrap-up | How our community used kiosks in 2024

      Hello, everyone! Happy new year! The end of 2024 has been busy, and 2025 promises to be bigger and better. As we ring in the new year, let's rewind and look at Kiosk Studio, our no-code customization tool. The past 300 days have seen the CRM community

    • Zoho Crm - Inventory Integration

      Hello, I need help about Map Fields between CRM and Inventory. For Example, I can't match amount of stock between these 2. I can put opening stock number  in Inventory but I can't see it on CRM. Also I want to see categories and parent categories on Inventory, in CRM too. Best Regards.

    • Inventory Valuation Method Feature

      Zoho added another feature so called Inventory Valuation Method of each Item. This is actually good to see and it will benefit us so much but I have a question on this. For Existing Items that already have transactions, Zoho made it a default and assumed

    • Next Page