What is meant by extensions in Zoho People?

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Introduction

An extension in Zoho People is a software add-on that enhances or customizes the application’s functionality. Built using technologies like HTML, CSS, JavaScript, and server-side logic via Zoho Sigma, extensions let you integrate third-party services and fulfill unique business requirements without starting from scratch.

Whether you’re creating internal tools or offering functionality to others via the Zoho Marketplace, extensions are a powerful way to expand Zoho People.

Step-by-Step Instructions:

Step 1: Access the Developer Console via Zoho Sigma

For Existing Zoho Users

  • Go to Zoho Sigma and log in using your Zoho credentials.

For New Users

  • Visit Zoho Sigma and create a workspace by entering your workspace name and details.
  • Check your registered email for the confirmation link and complete your registration.

Once set up, you can access the Zoho Developer Console and begin building your extension.

Step 2: Plan Your Extension

Before development, outline your goals and plan the structure of your extension:

  • What services will it connect with?
  • What forms or data structures will it need?

Will you require automation, workflows, or third-party integrations?

Step 3: Create a New Extension

  1. Go to Zoho Sigma.
  2. Click on the Extensions tab and then New Extension.
  3. Enter:
    • Extension Name (a unique namespace will be generated automatically)
    • Description
    • Select Zoho People as the service.
    • Agree to the terms and click Create.

The extension will be saved in Draft status.

Step 4: Set Up Your Extension

  1. From the Extensions list, click the Edit (pencil) icon on your draft extension.
  2. Perform the following configurations:
    • Add a service: Choose an existing service or create a new one.
    • Add forms: Edit existing forms or create new forms with required fields.
    • Set up automation: Add workflows such as webhooks, tasks, email alerts, field updates, or Deluge custom functions.
    • Add integrations: Use Connections to link third-party apps.
    • Customize branding: Modify the extension name, description, and upload a logo under Publish > Edit.

Step 5: Publish the Extension

  1. After setting everything up, click Save.
  2. Go to Publish and click Publish again to confirm.
  3. A public or private install link will be generated.
    • Use Share Privately to send the install link to specific email addresses.
    • Recipients can install the extension by selecting the target portal and clicking Continue to Install.
  4. Once installed, admins can view it under Settings > Marketplace > Installed.

Step 6: Submit to Zoho Marketplace


To list your extension publicly in the Zoho Marketplace:

  1. Go to Zoho Sigma and open the Extensions tab.
  2. Hover over your extension and click Extension Details.
  3. Under the Version tab, click Submit to Marketplace next to the desired version.
  4. Provide:
    • Company name
    • App category
    • Privacy policy URL and Terms of use URL
  5. Click Next, and under Prerequisites, choose the supported editions.
  6. Upload the extension’s:
    • Icon
    • Thumbnail
    • Screenshots
  7. Add a Summary including:
    • Tagline
    • Description
    • Key features
    • Help links or videos
  8. Specify:
    • Availability (global or restricted)
    • Pricing details (free or paid, trial info, annual discounts)
    • Add multiple pricing plans if needed
  9. Click Submit

The extension will undergo validation by the Zoho Marketplace team. Once approved, it will be publicly listed.

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