Kaizen #183 - COQL API's Enhancements in Zoho CRM API Version 7
Hello everybody!
Welcome back to another post in our Kaizen series.
COQL API
Query API lets you query for records based on queries using the CRM Object Query Language(COQL). COQL is based on the SQL query syntax, and supports the SELECT query to fetch records. Using this API, you can query for data across different modules that are linked using lookup fields.
1. Enhanced Field Limits in the SELECT Clause
You can now retrieve up to 500 fields in a single query. Previously, the limit was 50. This allows you to fetch more data in a single request, reducing the number of API calls and improving performance.
Sample query:
{ "select_query": "select Last_Name, Email, Phone, Industry, Revenue, ... (500 fields) from Leads where id is not null" } |
2. Enhanced Value Limits for IN and NOT IN Operators
The IN and NOT IN operators now support up to 100 values each, doubling the previous limit of 50. This enhancement allows for more comprehensive filtering in your queries. Users can now include a larger set of criteria in a single query, making it easier to retrieve your data without needing multiple queries.
Sample query for IN:
{ "select_query": "select Account_Name from Accounts where Industry in ('IT', 'Finance', 'Healthcare', ... (100 values))" } |
Sample query for NOT IN:
{ "select_query": "select Account_Name from Accounts where Industry not in ('IT', 'Finance', 'Healthcare', ... (100 values))" } |
3. Custom View support in COQL API
No more manual filtering! Simply use a custom view ID directly in the FROM clause. Retrieve custom view IDs using the Custom View API and include them in your queries to retrieve specific-custom view data.
Unsupported Custom Views
- Custom View in Other Modules : The following custom views are not supported in any module.
- Shared By Me
- Co-owner
- Shared To Me
Example : Shared By Me
Key and Value Structure | "system_name": "{module_name}SHAREDBYME" |
Example | "system_name": "LEADSSHAREDBYME" |
COQL supports CVID in the following format: FROM {module_API_name}#{CVID}.
See the sample query below for reference.
Sample query:
{ "select_query": "select Lead_Status from Leads#5725767000000087501 WHERE id is not null" } //CVID: 5725767000000087501 - This is the Custom View ID in the Leads module. |
4. Retrieve Corresponding Field Metadata via COQL
Need to retrieve field details? You can fetch both the required data and field metadata in a single query. Just add "include_meta" key to your query to retrieve field metadata. This key fetches metadata for the fields specified only in the SELECT column. Also, it eliminates making an additional GET - Fields Metadata API call to know the field metadata and save API credits.
Sample query:
{ "select_query": "select Lead_Status, Phone from Leads where id is not null", "include_meta": [ "fields" ] } |
Ensure you have the ZohoCRM.settings.fields.READ scope to avoid an OAUTH_SCOPE_MISMATCH error.
Sample Response:
{ "data": [ { "Lead_Status": "Attempted to Contact", "Phone": "555-555-5555", "id": "5725767000000420480" }, { "Lead_Status": "Contact in Future", "Phone": "555-555-5555", "id": "5725767000000420481" }, . . . ], "fields": { "Lead_Status": { "webhook": true, "operation_type": { "web_update": true, "api_create": true, "web_create": true, "api_update": true }, "colour_code_enabled_by_system": false, "field_label": "Lead Status", "tooltip": null, "type": "used", "table_name": "CrmLeadDetails", "field_read_only": false, "required": false, "display_label": "Lead Status", "read_only": false, "association_details": null, "multi_module_lookup": {}, "id": "5725767000000002611", "created_time": null, "filterable": true, "visible": true, "refer_from_field": null "auto_number": {} } }, "info": { "count": 200, "more_records": true } } |
5. Field Limit Restriction in the ORDER BY Clause
The fields limit has been restricted in the ORDER BY clause. You can specify up to 10 fields in the ORDER BY clause for more precise sorting. Previously, there was no limit. This restriction helps improve query performance.
sample query:
{ "select_query" : "select Last_Name from Leads where id is not null order by Lead_Source, Lead_Status, Email, ... (up to 10 fields)" } |
6. Duplicate fields restriction
Duplicate fields are restricted in ORDER BY, GROUP BY, and AGGREGATE clauses. That is, if the same field is specified multiple times within the same clause, leading to unnecessary repetition and potential errors. This ensures cleaner and more accurate query results. Previously, this restriction applied only to the SELECT column.
Bad query:
{ "select_query":"select id from Contacts where id is not null order by id,id" } |
Duplicate aggregate fields in a query will result in a "DUPLICATE_DATA" error in the response.
7. Retrieve territory information
You can now retrieve territory information from a module by including the territory field API name in the SELECT column. This is useful to understand where your data has been distributed in various geographical locations.
Sample query 1 :
{ "select_query": "select Account_Name, Territories from Accounts where id is not null" } |
Sample query 2 :
{ "select_query" : "select Territories, Account_Name.Territories from Contacts where id is not null" } |
Sample response:
{ "data": [ { "Account_Name.Territories": [ { "name": "USA", "id": "5725767000000454003" } ], "id": "5725767000000420261", "Territories": [ { "name": "China", "id": "5725767000000454981" } ] }, . . . ], "info": { "count": 174, "more_records": false } } |
Supported modules to retrieve territory details: Contacts, Accounts, Leads, and Deals.
Note:
The territory field API names differ by module:
- Accounts, Contacts, and Leads : Territories
- Deals : Territory
8. "Full_Name" retrieval based on user preferences
The full name can be retrieved based on the current user's display name pattern, as set in their preferences. This ensures that the full name format aligns with the user's settings.
The "Full_Name" field contains the concatenated values of the First_Name and Last_Name fields. This is a read-only field available only in the Leads and Contacts modules.
Sample query:
{ "select_query": "select Full_Name from Contacts where id is not null" } |
9. Support for Multiple Modules in "what_id"
A Multi-Module Lookup (MML) field is a special type of lookup field that allows you to establish a relationship between a record in one module and records from multiple other modules. Unlike a standard lookup field that references a single module, an MML field can point to multiple module types.
Currently, an MML field is available in the Appointments module. The Appointment_For field is an MML field that can reference multiple modules, such as Leads and Contacts.
Sample query:
{ "select_query": "select 'What_Id->Leads.Company','What_Id->Accounts.Account_Type' from Calls where id is not null" } |
9.1 Support to query Multi-module Lookup (MML)'s inner field
You can now retrieve inner fields of linked modules within the MML field. This provides deeper insights into related fields data in a module.
For example, you can now query specific fields from a related module that is linked through a Multi-Module Lookup, making your data retrieval more precise and informative.
{ "select_query": "select 'Appointment_For->Contacts.Lead_Source' from Appointments__s where id is not null" } |
9.2 Support for Querying Multi-Module Lookup Module Name
Retrieve the module name associated with each record in a Multi-Module Lookup (MML) field. This helps in identifying the source module of the linked records, providing a better context for your data.
{ "select_query": "select Appointment_For.module.api_name, Appointment_For from Appointments__s where id is not null" } |
10. Retrieving Consent-Related Information
You can now retrieve consent-related information using the Consents Lookup fields in a module. This is particularly useful for GDPR compliance, ensuring you have consent records.
For more details, refer to the Consent Management documentation. This is particularly useful for GDPR compliance, ensuring you have all necessary consent information.
Note:
- Once GDPR is enabled and configured for a module, a new Data Processing Basis Details field will be created in the respective module with the data type consent_lookup ("data_type": "consent_lookup").
- You can retrieve the Data Processing Basis Details field created in the module using the GET Fields Metadata API.
- To know all available fields in the Consents module, make another GET Fields Metadata API call.
Sample query:
{ "select_query": "select Data_Processing_Basis_Details.Contact_Through_Survey, Data_Processing_Basis_Details.Data_Processing_Basis from Leads where Data_Processing_Basis_Details is not null" } |
11. Enhanced Lookup Field Response
Previously, when a lookup field was included in the SELECT column JOIN, only the lookup field’s ID was displayed. From V7, the corresponding display field value is also provided. Now, when you specify a lookup field in the SELECT column, the response includes the id of the Lookup record ID and the display field value of the lookup record.
This eliminates the need for an additional SELECT column JOIN to fetch the display value (e.g., Owner.last_name).
Sample query:
{ "select_query" : "select Owner from Accounts where id is not null" } |
Sample response
V6 | V7 |
{ "data": [ { "Owner": { "id": "5725767000000411001" }, "id": "5725767000000420169" }, { "Owner": { "id": "5725767000000411001" }, "id": "5725767000000420170" }, . . . ], "info": { "count": 23, "more_records": false } } | { "data": [ { "Owner": { "name": "Boyle", "id": "5725767000000411001" }, "id": "5725767000000420169" }, { "Owner": { "name": "Kate", "id": "5725767000000411482" }, "id": "5725767000000420170" }, . . . ], "info": { "count": 23, "more_records": false } } |
Note:
- If you query the Users lookup field in the SELECT column, the corresponding record’s last name (display field) will be displayed in the name key of the corresponding lookup JSON (e.g. Owner) response, from V7.
- Display field value will not be available for Consent Lookup and Multi-Module Lookup (MML) fields.
12. Increasing "Profile Image" field comparators
The Profile Image field now supports additional comparators.
V6 | V7 |
is null, is not null | is null, is not null, =, !=, in, not in, like, not like |
You can use a record image's ID to fetch related data. For example, if you only have a record image's ID and want to retrieve the respective record's last name, you can include the record image ID in your query.
Refer to the COQL document for more details.
Sample query:
{ "select_query" : "select Record_Image from Leads where Record_Image = 'siwz79472749456ff433f8b88d0a795ae9855' " } |
13. Enhanced "Rollup Summary" field comparators
The Rollup Summary field now supports additional comparators, making it easier to filter and analyze your data with more precision.
| V6 | V7 |
is null, is not null | =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null |
Sample query:
{ "select_query" : "select Last_Name from Leads where Total_Calls between 5 and 10" } |
13.1 Enhanced response for the Date and Datetime return types of the Rollup Summary
The Date and Datetime return types in the Rollup Summary field are now provided in ISO date and ISO datetime formats based on the user's time zone.
Sample query:
{ "select_query": "select Last_Note_Added from Leads where id is not null" } |
Response
| V6 | V7 |
{ "data": [ { "Last_Note_Added": "1721302770000", "id": "5725767000003160016" }, . . . ], "info": { "count": 200, "more_records": true } } | { "data": [ { "Last_Note_Added": "2024-07-04T03:49:48-07:00", "id": "5725767000003160016" }, . . . ], "info": { "count": 200, "more_records": true } } |
14. Enhanced LIMIT and OFFSET Value Limit
You can now retrieve up to 100,000 records using pagination with the LIMIT and OFFSET clauses. This significantly increases the amount of data you can handle in a single query, making it easier to work with large datasets. Previously, the maximum limit was 10,000. For the next set of records, add another criteria id > {1,00,000th record ID} with the "AND" operator, and go on to fetch the next 1,00,000 records.
Sample query:
{ "select_query" : "select Last_Name, Created_Time from Leads where (Last_Name is not null and id > 5725767000003160016)" } |
15. Enhanced JOIN Support Limit
Base Column JOIN
If a query contains any lookup_field.{any_field} in any clause other than the SELECT column such as ORDER BY, GROUP BY, or AGGREGATE columns, then it will be treated as Base JOIN. The Base JOIN support limit has been increased from two to five. This enhancement enables more complex queries across multiple modules, improving data retrieval flexibility.
Sample query:
{ "select_query" : "select id from Contacts where id is not null order by Owner.role, Created_By.profile" } |
Refer to the Base JOIN section in the COQL API document for more details.
15.1 Introducing the SELECT Column JOIN
A new SELECT column JOIN has been introduced, with a maximum limit of 15.
Advantages of SELECT Column JOIN
- If a lookup field is included in the SELECT column and another lookup field is used in the Base column JOIN, they will be treated as separate JOINs. This ensures that the SELECT column JOIN does not affect the Base JOIN.
- Previously, when two lookup fields in the SELECT pointed to the same module (e.g., Users), they were treated as separate JOINs. From V7, they are now considered a single JOIN, optimizing query performance and reducing redundancy.
Sample query:
{ "select_query" : "select Owner.last_name, Created_By.role from Contacts where id is not null" } |
Refer to the JOINs in COQL Queries for more details on both the JOINs.
16. Subquery in COQL
A subquery support has been given in COQL. A subquery is a child query that is nested or embedded within a parent query i.e., outer query. Subqueries can be used as an alternative to JOINs in a query. Use subqueries when a JOIN field is only needed in the criteria, i.e., in the WHERE clause. The primary reason for using subqueries is to improve performance by saving time and memory.
Sample query:
{ "select_query" : "select Lead_Source,Email from Leads where Contacts in (select id from Contacts where Email='patricia@mail.com')" } |
You can retrieve up to 100 records per subquery in a single query. A maximum of 5 subqueries can be queried in a parent query.
Refer to the Subquery documentation for more details. A detailed post on Subquery will be covered in an upcoming Kaizen post.
We trust that this post meets your needs and is helpful. Let us know your thoughts in the comment section or reach out to us at support@zohocrm.com.
Stay tuned for more insights in our upcoming Kaizen posts!
Topic Participants
Subramanian K
Sticky Posts
Kaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.Kaizen #216 - Actions APIs : Email Notifications
Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes areKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achievedKaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI
Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the
Recent Topics
Split functionality - Admins need ability to do this
Admins should be able to split an expense at any point of the process prior to approval. The split is very helpful for our account coding, but to have to go back to a user and ask them to split an invoice that they simply want paid is a bit of an inDelegates - Access to approved reports
We realized that delegates do not have access to reports after they are approved. Many users ask questions of their delegates about past expense reports and the delegates can't see this information. Please allow delegates see all expense report activity,How to include total km for multiple trips in expense report.
Whenever I create a mileage report it only shows the total dollar amount to be reimbursed. The mileage for each individual trip is included but I also need to see the total distance for all trips in a report? How do I do this?I didn't receive my domain verification mail
I didn't receive my domain verification mailGet logged in user ID in Deluge script
Hello all, How do I get the id of the logged-in user in a deluge script? the "zoho.loginuserid" function actually returns the users email address or whatever the user id they use to login to zoho with and not the id of the user record, and given thatItem Details Field - New Barcode / Document option?
Is this a new feature??? its in both books and inventory.Shared Mailbox - Mark as read for all users
Hi all, Maybe someone can help me out. At the moment we have a shared mailbox without streams. When a users reads an mail or marks it as read other users will not see this. How can we resolve this? We now archive the mails when read and followed up. HoweverCan I export to PDF in Zoho Learn
I have seen help pages where export to pdf options are available but I do not see that option available from the application. I see that exprt is available in my free trial version but that is only to html pages. I need to be able to export my manualsStaff rules
Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.Add Image Upload Field to Zoho Bookings Registration Form
Hi, We would like to request the addition of an image upload field to the Zoho Bookings registration form. Currently, Zoho Bookings only supports text-based fields (e.g., Single Line, Multi-Line, Email, Checkbox, Dropdown, Radio Button, and Date), butMerge Tags Output Incorrect Placeholder Text After CRM Sync
Hi everyone, I’m experiencing an issue with merge tags in Zoho Campaigns after last sync of contacts and leads from Zoho CRM (days before everything worked perfectly). Here’s the situation (seems like a default configuration in Campaigns) : My leads haveUI Improvement - Ability to Collapse Flow
The UI for Flow is generally pretty good. However, when multiple decision trees are used, the layout can get pretty convoluted and hard-to-follow (see one of my Flows below): In these cases, even the auto-arrange fails to make this something that a normalWindows agent 2025_M02 release notes
Agent Version: 111.0.3.300 Release date: 24 February, 2025 Various Major enhancements to improve overall performance and optimize the user experience. Squashed a few bugs to improve overall product quality.Windows agent 2025_M01 release notes
Agent Version: 111.0.3.299 Release date: 05 February, 2025 Major Enhancement: Live Monitor feature compatibility released. Major Enhancement: Updated Scaling for multi technician cases with Android and Web based viewers. Various other bug fixes and performancehow to record deferred revenue?
Dear Zoho Team, We issue invoices relating to 12-month web hosting service. When we issue the invoice, we should record the entire amount of the invoice as DEFERRED REVENUE (ie. $10 x 12 mths = $120, balance sheet item). After the particular month of the hosting service, $10 of revenue has been earned and deferred revenue amount will be $110. We must keep adjusting the balance sheet and income statement over the course of the service until the company has fulfilled its obligation of services andNarrative 13: Importing your data
Behind the scenes of a successful ticketing system: BTS Series Narrative 13: Importing your data When importing data into an application, it is crucial to prevent data loss or duplication. These types of errors can hinder the development of a clean andBlueprint Not Triggering When Lead Status Is Updated by Workflow (IndiaMART Integration)
I have set up a blueprint that triggers when a lead’s status is “New Lead.” Our CRM is integrated with IndiaMART, and when leads are created from IndiaMART, their Lead Status is initially set to None. To handle this, I created a workflow that automaticallyUpdate Subform in specific field(Status) without affecting other fields in Zoho CRM using Deluge?
Scenario: PRODUCT Module(change name Plot) in any product status change From Available to Booked then on PROJECT Custom Module have Subform So, Subform name is Property Details now in that Subform 1 field is STATUS that update according to product statusYouTube Live #2: Agreement Intelligence with Zoho Sign's eSign AI assistant
Hi there, We're back again with our YouTube live series and this time, we'll take you through our holistic agreement intelligence powered signature workflows. Struggling to draft an agreement? Need help double-checking clauses and going through complicatedCan I Build a POS using ZOHO creator and integrate it with ZOHO Books?
Hello, I have a Zoho Books account and I was wondering if I can have a POS system that integrates with it. Primarily with Inventory, Customers and Payment and ofcourse Create invoices and credit notes. So, would Zoho creator provide me with this solution? Thank you,An important update for Zoho Cliq desktop users
The latest version of the Zoho Cliq desktop app (v1.8.0) will no longer be supported on macOS 10.15 Catalina and earlier versions. This is because the framework we use (Electron) no longer supports some older macOS versions. If you’re using macOS 10.15New Toolbar in Zoho Sheet
We have revamped our toolbar design in this new version of Zoho Sheet. Below are some screenshots to help you get accustomed to this new interface. Click on the picture below to view the animated image in its original size. Scroll down this post to learn about the changes. Highlight of Changes: The previous format tab is now split into 2 tabs - Home and Format. The Home tab contains the commonly used functions and the Format tab holds formatting related options. Under the Home tab towards the farZoho inbuilt Telephony made a lot of issues!
Hi there, I am a user that I am working with zoho inbuilt telephony around 1 month. Non of my colleagues are happy with this app! most of the time customer cannot hear my customer service team, customers say our voice is breaking. whenever Telephony supportSending workflow notifications using popular chat services
Hello everyone, We have introduced instant and scheduled notifications on some of the most popular chat platforms to facilitate easy collaboration, quick action, and wider reach. Workflow notifications can be sent to the following chat platforms: ZohoWebhook not firing.
I created a webhook using the Web UI, it looks very nice and the testing worked without an issue, but when i save/ update a ticket, the webhook is not firing. Here are the details of the web-hook i get from using the API "modifiedTime": "2019-10-22T09:23:37.380Z",Adding Images to a Quote in Zoho CRM
We are currently preparing to use Quotes in Zoho CRM and we are building out our Quote templates. We came across an issue of not being to add Images of the products to the Quote - specifically in the body of the Quote templates. This is a problem,Applications built with Zoho Creator
Hi, I’m really interested in seeing how others have built their application using Zoho Creator, especially those designed for external users (clients, vendors, or the public). If you’ve developed something along those lines and don’t mind sharing, I’dIs it posssible to add Asap Widget on Wordpress?
I have tried to add the ASAP widget so users could iniciate chats and see the KB information but nothings seems to work. I have tried to add the script using a php snippet that adds the to the footers and also tried one for the header in the functioRequire ticket resolution
Hi Zoho team, Is there a way to require resolution even if an agent did not use a blueprint? for example, our blueprint has a "resolve" transition but what if agent revoked blueprint and manually set the status of ticket to closed? Is there a way whereTables from ZohoSheets remove images when updated from source
I have a few tables from a ZohoSheet in a ZohoWriter document that will remove the images in the cells when I refresh from the source. The source still has the images in the table when I go to refresh. After updating from the source, as you can see theAPI Pagination Error: 'from' Parameter Limit
Hello, I am encountering an error while paging through the Zoho Desk API results: Status code: 422 - {"errorCode":"UNPROCESSABLE_ENTITY","message":"The value passed for field 'from' exceeds the range of '0-4999'."} Is 5000 the maximum number of recordsHow to go to the next open ticket in the queue when agents closes ticket
Zoho Desk When agent closes a ticket - eg when they choose 'Send and Close" - where is the setting that automatically redirects them to the next open ticket in the queue?CRM verify details pop-up
Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make itCustom templates for calendar report
What about being able to design custom templates for the calendar report, as well as for other types of reports? I think more users are waiting for this.Disable payment thank-you emails
Hello, can someone please tell me how to disable sending of the "Payment Thank-You" emails?Maximum tags possible in Contacts Records
I read in some documentation that Zoho allows a total of 200 tags across all records. Is this correct? So is it not possible to have one tag per record for 500 records?Any way to "Pay with Check" or "Refund with Check" for Credit Notes?
When we have a Bill in Zoho Books, we can select the "Pay with Check" option which then allows us to print/cut the check directly out of Zoho Books. When we created a Credit Note and want to refund the customer, is there any way to Refund with Check,CRM Mobile reports
When our engineers finish a job they like to email the customer a job report. This is best done todate as an email template but we can find no way to include an image field from that module. Is there any other options?When Zoho Tables Beta will be open to EU data center
Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!Start Form on a different page (i.e., hide form pages)?
I have a Zoho form that uses the `Field Alias - Prefill URL` feature. My goal is to have a pre-filled field that directs the user to a specific starting page in the form. For example: The URL will have a field alias that will auto-populate a field withNext Page