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:
-
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.
-
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.
-
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.
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.
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
Recent Topics
【Zoho CRM】インポート機能のアップデート:既存データへのタグ追加が可能に!
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」の中のインポート機能のアップデートをご紹介します。 Zoho CRMのタグは、データを効率的に分類、認識するためのラベルです。 タグ付けは次の3つの方法で行えます: 個別タグ付け:少数のデータを手動でタグ付け 自動化:特定のタイミングで繰り返しタグ付け 一括更新:インポート機能でタグを追加または更新 今回のアップデートでは、インポート時に既存のタグを残したまま、新しいタグの追加、既存タグを置き換えできるようになりました。
Link to Desk tickets
Hello, We are using Analytics to analyze data in Desk. Is there a way to embed a link to a ticket in reports? We'd love to be able to see the drill down data, and click a value in a result row that would launch the Desk Ticket in another window/tab. Thanks in advance for any ideas!
Bluerprints: How to connect the created record back?
I've a blueprint which creates another record as part of an 'After' transition. But the two records don't seem to be linked together. If it's not automatic - how do I get the created record ID to link it to the original record? Thanks!
Populate a Related List Item based on a Stage
I would like to know if I can populate a CLOSED DEAL section in a contact that populates only when a Deal (something in the Deal Module) is listed as Closed - Won. I'd like another section that is just called deals, which shows me all other deals that
Being able to draw inside a module ?
I was wondering if anyone know of a solution for this request. We would like to be able to draw directly from one module in the CRM and have it attached to that record. Here is an example. Paul would go to the customer once he as done the measuring, he
2 serial numbers for 1 item (Mac address and Serial number)
There is a way to track 2 serial number type for 1 Item. Ex: Some electronic devices have a MAC address and a serial number. I need to track those 2 numbers
Holidays
Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and we
Delete a department or category
How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.
Remove or hide default views
I'm looking to only have the views pertinent to my organization. Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...
Analytics Module: Can you move items from one dashboard to another?
Is there a way to move items from one dashboard to another? I want to rearrange my dashboard now that I know what i'm doing but i don't want to remake my various widgets? Edit: Hey Zoho, This would be a good feature: to be able to move/copy widgets to
Copy Widget to another Dashboard
I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?
Is there a way to print the dashboard?
I would like the capability of printing the dashboard - is that possible?
Custom Deal Name in Lead Conversion Mapping
I know there are ways to change the name of a Deal after conversion using a custom function, so no need to repost that information. I would like to see the CRM Improved with Deal Name Customisation and I think the Lead Conversion Mapping page would be
Build custom AI solutions with Catalyst’s QuickML capabilities in CRM
Hello everyone, We’re thrilled to announce an improvement for our Zoho CRM Enterprise users: the ability to create custom AI solutions using Catalyst’s QuickML directly from Zoho CRM. As you may already know, Zia, Zoho CRM’s AI-powered assistant, offers
Introducing Record Summary: smarter insights at your fingertips
Hello everyone, Building on the recent launch of Zoho's in-house Zia Large Language Model (Zia LLM)—a major milestone in Zoho CRM’s AI capabilities—we’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia LLM to simplify
Suppress "spreadsheet will not be saved" message on published sheet
I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheet
Missing "Email Authentication" tab
Backstage is alerting users about "Unauthenticated Domains" with a large prompt in the backend. It adds a link to learn more. On this tutorial page, it shows where to find the "Email Authentication" tab in this screenshot. However, in our Backstage, that
Show item Cost value on Item screen
The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the item
Zoho Analytics to Zoho Sheets - automatic update?
Hi all, If I create a zoho sheet from an Analytics Report or Analytics Data, is there a way for the zoho sheet to automatically update as the Report / Data in analytics updates?
Integration with Moodle
Greetings, I hope find all doing well and safe. I've recently returned to using Zoho Flow after a break and was hoping to connect my WooCommerce store with Moodle, the world's most widely used learning management system. My goal was to automatically enroll
How to Record Loan with interest
I have received loans from friend he give me like 2 loans so far one is one year repayment and one short, how to properly record his payment, and repayment and give him statement for each loan he give me
Task status - completed - other options
I have a dumb question I know i can make custom statuses for the tasks - but is there anyway to make additional "completed" statuses like for instance if i have a task "call back customer" and i leave a vm for them to call back marking it "completed -
Task module and related-to field
In modules other than the Task Module I can add several lookup fields to provide a variety of relationships. In the Task module lookup fields are not available. There is only one "related to" field which I want to use for Company. But I want to relate
Add Lookup Field in Tasks Module
Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).
migrating from Zoho Invoices (CRM) to Zoho Books
Good day, I was wondering if there was a easy way to migrate all the quotes and invoices from Zoho Invoices CRM to Zoho Books. We plan to move to using Zoho Books in a few weeks and would like to have all the quotes and invoices from the past 3 years
Zoho MA and Custom Module
I am trying to create a sync between Markting Automation and Zoho CRM. I am mapping a custom module from the CRM. The custom module has email field mobile phone field However I cannot finish the integration since the system keeps asking me for email or
When is partial reimbursement going to be launched?
Hi there. I saw somewhere that the partial reimbursement feature is in the work. What is the update and ETA of that? Our clients and prospects have been asking us and we agree that that is an important feature to have.
Year-End Wrap: Declutter Your Inbox Using Email Filters
Ping!—an email drops in. And another. And another! It's finally that time of the year when your inbox will be bursting with messages from team members, clients, and marketing agents, leaving you feeling overwhelmed and distracted. Sounds familiar? Now
Unified Notes View For Seamless Collaboration
To facilitate better coordination among different departments and team members, the notes added to a record can now be accessed in all its associated records. With this, team members, from customer service representatives to field technicians, can easily
Q4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveraging
Formula fields - Request for dynamic recalculation / proper implementation
Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved. As an example: I have a formula
Items attribute questions
Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on the
Organize and Track Phases with Phase Custom Views
Phase Custom Views let you filter and display phases based on specific criteria. This helps you focus on what’s most relevant for you and your team. Filter phases using criteria such as budget, status, and more. Share views with specific users or teams
Record Asset Received as Payment
How exactly would you account for this in books? For example, I receive a mini computer for a review and I get to keep it after the video is published. Would debit my normal asset account (e.g. Computers) and credit an income account (e.g. Other Income).
Invoice Line Item Report
Is it possible to run an 'Invoice Line Item Report'? The 'Invoice Details Report' shows one row per invoice. I would like one row per Invoice Line Item.
Transform Your Customer Support with AI-Powered Chatbots in Zoho SalesIQ
Ever wondered how some companies seem to have superhuman customer support? Let's uncover their secret! In the digital age, customer expectations are skyrocketing. Did you know that according to McKinsey, 75% of consumers expect a response within five
Progressive Invoicing
Progressing invoicing is needed for many industries. It would be great to see it implemented into Zoho Books as well. Set up and send progress invoices in QuickBooks Desktop (intuit.com)
Client Script - mapping data from different module
Dear ZOHO Team Firstly I need to describe the need - I need to have data from Contacts module based on lookup field - the 5 map limit is not enough for me because I have almost 20 fields to copy So I have decided to make a Customer Script - and from unknown
DORA compliance
For DORA (Digital Operational Resilience Act) compliance, I’ll want to check if Zoho provides specific features or policies aligned with DORA requirements, particularly for managing ICT risk, incident reporting, and ensuring operational resilience in
Files Uploaded to Zoho WorkDrive Not Being Indexed by Search Engines
Hello, I have noticed that the files I upload to Zoho WorkDrive are not being indexed by search engines, including Google. I’d like to understand why this might be happening and what steps I can take to resolve it. Here are the details of my issue: File
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