Zoho Developer Community Monthly Digest

Zoho Developer Community Monthly Digest



Hello everyone!

Welcome to our inaugural edition of the monthly Zoho Developer Community digest. Each month, we curate the best community discussions, share helpful resources, and keep you informed about upcoming events. We hope you find this post valuable and enjoy reading it.

Table of Contents

Upcoming Events

Recent Highlights

Community Discussions

Feature Spotlight

Community Spotlight

Upcoming Events

We have some exciting events lined up for you in the coming weeks:
  1. Zobot 101: In this five-part online webinar series that started on August 24, learn all about Zobot – Zoho SalesIQ's AI-powered chatbot builder platform – and explore the ways to leverage its capabilities effectively. For registration and more details, click here.
  2. Zoho Developer Hangout 8: Our developer community member, Jayesh – Founder and CEO of Incquet Solutions – will share his take on the great possibilities of JavaScript widgets in Zoho Creator on August 29. He will also showcase some use cases he has developed with his team, such as ChatGPT-based voice assistants, real-time POS systems, and IoT applications and more. Click here for registration.
  3. Zoho Creator Developers Meetup: A great opportunity for the developer folks in and around Chennai to participate in a meetup focused on Zoho Creator and also celebrate Developers' day with Zoho on September 12. For registration and more details, click here.

Recent Highlights 

The best part about last month was a captivating presentation by Dr. Joseph Sweeney on "Infusing AI into Zoho CRM." If you couldn't attend the live session, don't worry! You can catch the recording of the presentation here . We promise it will be worth your time.

Community Discussions

Our community is thriving with insightful discussions and helpful exchanges. Read through some of the most engaging discussions that took place last month. It's the perfect way to stay updated and learn from fellow developers.

Zoho Developer Forum 

  • Want to know how to access subform data to get and/or update a list of line items using Client Script? Check out this post for the technical know-how and a sample code.
  • Check out this announcement to explore the great features and enhancements of Zoho CRM's V5 APIs.
  • Have a look at the suggestion given by @Bhoomi Joshi on the possibility of setting a custom mandatory field on schema level for REST API operations in Zoho CRM.
  • Check out how @Peter Mienes and others got their Relation name issue with getRelatedRecords resolved with the community's help.

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 Cliq channel.
  • Have you ever wondered how to integrate WhatsApp with Zoho Creator? Explore the numerous options suggested by our community members in this discussion .
  • Read this conversation to learn how to process JSON data received from an AWS Lambda function within a Deluge function that has been turned into a REST API.
  • Curious to know how to create layout rule for fields from two modules? Then, this conversation is for you.
  • Looking for a way to add extra lookup fields in CRM? Go through this discussion to find out.
  • Explore how to get CRM user data using an integration task here.
  • This conversation helps you learn the process of attaching a file stored in the Workdrive while sending an email by Deluge.

Feature Spotlight

We are always looking for ways to make developers' life easier, and that's why we're glad to bring you the Kaizen (continuous improvement) series. The posts under five different streams such as API v2.0, Functions, SDK, Mobile Development, and Widgets, target to benefit the CRM developers. Based on your area of expertise, you can follow the stream of your choice in the CRM forum. Check out the latest post, and learn how you can render Widgets using Client Script. 

Community Spotlight

A community is nothing without its extraordinary members, and we are thankful to all the outstanding contributors. 

Zoho Developer Hangout (ZDH) Speakers

ZDH aims to provide a platform for developers to share their expertise and learn from the community. These monthly virtual sessions are presented by our Developer Community members themselves, along with our product experts. This format offers community members a chance to engage in interactive discussions, share their own experiences, and gain valuable insights into innovative problem-solving strategies employed by their peers.

We are grateful for the contributions of the presenters in making the ZDH segment a big success among the community members. By sharing their knowledge and expertise with the community, they have significantly expedited learning and facilitated avenues for aspiring developers to explore creative solutions. 

Each month, we will showcase the work of early enablers. This month, we would like to start with our first ZDH presenter, Jorge Alonso. Check out this post to know what he had to share 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 discussions. Here are our top three contributors who went above and beyond to support and help the Zoho Developer Community on the official community chat channel:



To all our other community contributors, thank you! Your time, effort, and expertise are invaluable to us. Your contributions make our community more vibrant, helpful, and dynamic. Keep up the great work, and know that you are making a difference!

For those who are new to the Zoho Developers Community, check out this post to get started. 

Stay connected, keep learning, and let's build a thriving Zoho developer ecosystem together.

Happy networking!

Best regards,
Zoho Developer Community


    • 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

    • Dúvidas do Zoho Creator

      Pessoal, Estou colocando um tópico para dúvidas do Zoho Creator. Um abraço, Leandro

    • Tropicalize Books

      Books is an incredibly powerful tool that works well in many countries. But I feel that it is a product that is not yet "tropicalized" for Brazil as we speak (this would be like adapting the local reality). We have many strong competitors who do more

    • Automatic Sitemap Generation

      Guys are all right? Doesn't make sense for me to have to generate a map site and upload it... because it's not automatically generated just as it is done in WIX? where the customer doesn’t have to worry about this.

    • SEO improvements with ZIA

      Are you okay? I would like to bring an idea that would be amazing to improve the product that is the possibility of being able to improve the SEO of the pages (this of each page or each article on the blog) through ZIA so that it could create page Summary

    • Automatically updating field(s) of lookup module

      I have a lookup field, which also pulls through the Status field from the linked record. When the lookup is first done, the Status is pulled through - this works perfectly. If that Status is later updated, the lookup field does not update as well. As

    • Initiating a SalesIQ Zobot from a custom button on Zoho Sites

      I have created a Zobot set to initiate on a custom action called "Fast_Answers". On Zoho Sites, I created a code snippet button and set it to on-click run the event called "Fast_Answers". I installed the SalesIQ integration code into the Zoho Sites Page

    • Zoho Desk -> Zoho Analytics : Where is the field for "Layout" ?

      I have many different layouts on my helpdesks and I want to be able to identify the stats for each one, however I can not file the field in the raw data from the Zoho Desk datasource. I thought it might be under "Tickets" but there is nothing. There is

    • Set resolution mandatory field

      Hi,  i have 2 questions:) : - i want to set the resolution field mandatory before close the ticket. Because for now, i can close the ticket without writing how i solve it - how can i setup zoho desk to receive ticket by email(e.g. clients sent email to support@mydomain.com) and it create a ticket in zoho desk

    • Impuesto automatico en cotizaciones

      Buen dia Mi pregunta es como se puede poner alguna operacion para que las cotizaciones me salgan automaticamente con impuestos ya que uno al cargarla al final tienen que añadir el porcentaje de impuesto Saludos

    • Zoho Assist "Agree and Download" Button "Greyed Out" ("Light Blued" Out)

      Anyone else having issue where support clients are unable to click "Agree and Download" to access the client so that we can provide remote support? This is for "on demand" support via accessing the support page and entering the support key and name. This

    • Project Billing with the Staff Hours Method in Zoho Projects

      The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and service

    • Creator Subform to CRM Subform

      Hello all, Has anyone successfully written data from a Creator Subform into CRM subform? I have been able to get the rows to populate but none of the data will come through. I'll add my code and the result in CRM. Creator Subform is 'Delivery_Receiving_Hours'.

    • custom fields not populating from deluge script into invoice

      Hello, I've created some Deluge script that is meant to take a few inputted invoice custom fields and calculate a few others. I can see when I execute the function that my inputted custom fields are being passed, yet im still ending up with all "null"

    • tax summation function - getting error

      Hello, I'm trying to create a function that adds all of individual tax rates from a few jurisdictions. I'm getting an error on line 9 - Value is empty and 'get' function cannot be applied. I've checked that I have data in each of the required fields,

    • Backstage / Zoho Books integration

      Hello. We have Zoho One and have slowly started using Backstage. Loving it. Problem is, we have ZERO accounting control over what is sold through this product. When will we be able to connect it to our existing Zoho Books tenant? Thank you very much!

    • Getting list of calendar events over api for zoho mail calendar

      Hi, I am using just Zoho mail without using Zoho CRM. I wanted to get all events booked in my zoho mail calendar through an api at regular intervals. I could find such API support for Zoho CRM calendar but not for zoho mail calendar. Can you kindly let

    • Allocate emails to user in a shared mailbox

      Hi, This might be obvious, but I cannot find the answer. I have 3 shared mailboxes so any team member can see the emails. Is there a way of allocating a specific email to a user so that it is their responsibility to deal with it? Thanks in advance.

    • Introducing Zoho Campaigns' own gateway for SMS campaigns

      We are excited to announce the launch of our SMS Gateway to send SMS through Zoho Campaigns. We have also made a few other changes in our current SMS Campaign model to improve your over all user experience. These updates are planned with an aim to expand

    • Update a lookup field in CRM from Creator using deluge

      I have a Creator form that creates a new account. When it creates the new account in the Accounts Module, I need it to also populate the Parent Account, which is a lookup field coming from the Module Parent Accounts, field Parent Account Name. I have

    • SMS Keyword Tracking in Zoho CRM From Zoho Campaigns

      Is there a way to track SMS leads in campaigns by associating them with specific keywords or codes? Additionally, can these leads be pushed to the CRM while retaining the keyword for tracking and reporting purposes?

    • Projects Multiselect API

      Having troubles setting a mutli select field via API. updateMap = map(); updateMap.put("UDF_MULTI1","picklist_id1,picklist_id2"); updateProjectRes = invokeurl [ url :"https://projects.zoho.com/restapi/portal/XXXX/projects/" + projectID + "/" type :POST

    • Bill quantity received / PO quantity

      PO's are raised & often the quantity received is greater than the PO quantity, so when we receive the bill & adjust the quantity on the bill we get.... Quantity recorded cannot be more than quantity ordered. This necessitates the adjustment of the PO

    • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

      Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 

    • Adding Bluesky channel

      Hello, Is Bluesky (AT protocol) soon added on Social ? Bluesky is being developped and is now open to anyone (no more invitation) Thank you

    • Using Queries with dynamic parameters in Kiosk Studio

      Hi, I'm pretty new when it comes to developing within Zoho (I'm really a .NET developer), as it was just added to my responsibilities. For a new feature in the CRM, I'm trying to develop a Kiosk function to show a list of records (retrieved by the new

    • Unused items should not count into the available number of custom fields

      Hey, I realized that unused Items reduce the number of available custom fields. I can't see a case where that makes sense. Especially in our case where we have two different layouts in Deals with a lot of different fields, this causes problems.

    • Introducing Bot Filtering for Accurate Email Campaign Analytics

      Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaign analytics: bot filtering. This feature helps you filter out bot-generated opens and clicks, ensuring your campaign reports reflect genuine

    • Tip 37: Time Log Restriction in Zoho Projects

      Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enable

    • Chart showing schedule

      I want to be able to create a chart for everyday to check and which of which driver is available on the timeframe. Here's my table Name City Day Start Time End Time Driver1 Medicine Hat Monday 11:45 AM 4:45 PM Driver 2 Medicine Hat Tuesday 11:00 AM 7:00

    • Multiple Vendor SKUs

      One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for

    • In Zoho Projects, is there a way to create a folders template under documents that can be used once a project is created?

      We have a specific folder structure that we would like to use that is standard across every project. Instead of having to create this structure every time a project is created, is there a way to create a template for the folders that can be added?

    • Zoho Payroll in France

      When will Zoho Payroll be available in France ?

    • Blueprint - 'On hold' state with an automatic transition?

      I think I'm missing something here so I'm hoping if I explain what I'm trying to achieve someone might be able to give me a way around it. We sometimes get request far in advance but we don't want to action them unless it is 7 days from when they are

    • HOW TO VIEW INDIVIDUAL COST OF NEWLY PURCHASED GOODS AFTER ALLOCATING LANDED COSTS

      Hello, I have been able to allocate landed costs to the purchase cost of the new products. however, what i need to see now is the actual cost price (original cost plus landed cost), of only my newly purchased products to enable me set a selling price

    • Client Script: $Client.refresh({ triggerOnLoad: true }); not triggering onLoad Client Scripts

      Hey friends! I'm trying to store a temporary var, refresh the page for the user, then check that temporary var and do some actions. Theoretically using the title's code: $Client.refresh({ triggerOnLoad: true }); should refresh the page and trigger on

    • Calculate months and years between 2 dates on subform

      I am looking for a function syntax for an employment candidate to calculate the number of years and months (decimal format. eg 1.2 years) they are employed. I have their start date entered, but if the end date is blank, that tells me they are still employed

    • Combine related grouping values into categories in CRM analytical components

      Hello everyone, Analyzing large datasets can be challenging when dealing with numerous individual data points. It's often difficult to extract meaningful insights when information is scattered and ungrouped. To address this, we're adding options to create

    • How Kiosk Studio can simplify sales for bank employees | Kiosk Studio Session #4

      Hello everyone, Banks can boost revenue by cross-selling to their current customers. For example, they can sell credit cards, personal loans, and more to existing account holders. To do this, bank employees move all around the CRM, open and close records,

    • Tip #19 - Create checkbox tracker in your spreadsheet

      Hello Sheet users! We are here with yet another tip to help you get the most out of Zoho Sheet. Spreadsheets can be used to handle a variety of tasks, but ever tried using checkboxes to track the progress of your action items dynamically? Here's a sample

    • Integrate Oracle with ZOHO CRM

                           Please let me know if its possible to Integrate Oracle with ZOHO CRM. If yes then help me in doing it. 

    • Next Page