Kaizen 81 - COQL API - Part II

Kaizen 81 - COQL API - Part II

Hello everyone! 
Welcome to another week of Kaizen! 
In continuation to last week's post on COQL API, we will discuss the rest of the field types and their supported operators with detailed examples in this post. 

Supported field types and Operators

Please refer to the COQL API - Part I Kaizen post for the first three field types and their supported operators.

4) Boolean

The supported operator for Boolean field is =. You should provide the value as either true or false.

Sample Query

{
 "select_query" : "select Product_Name, Product_Code from Products where Product_Active = 'false' limit 2"
}

This sample query selects the Product_Name and Product_Code fields from the Products module where Product_Active is false, and limits the result to only 2 records.
Sample Response:
{
    "data": [
        {
            "Product_Code": "SR-001",
            "Product_Name": "Sigma",
            "id": "4876876000001036109"
        },
        {
            "Product_Code": "SR-003",
            "Product_Name": "Alpha",
            "id": "4876876000001039006"
        }
    ],
    "info": {
        "count": 2,
        "more_records": false
    }
}

what_Id support in COQL

=, !=, in, not in, is null, is not null are the supported operators. what_Id support is extended only to Tasks, Calls and Events. The what_Id field could be a lead or a contact.

Sample Query

{
    "select_query": "select 'What_Id->Leads.Last_Name' from Tasks where (('What_Id->Leads.id' in ('4876876000000900134','4876678000000900987')) AND ('What_Id->Leads.Industry' != 'ERP'))"
}

This sample query queries for the last name of leads associated with tasks where the lead ID is either '4876876000000900134' or '4876678000000900987', and the lead's industry is not 'ERP'.
Sample Response:
{
    "data": [
        {
            "What_Id->Leads.Last_Name": "Perry",
            "id": "4876876000001103044"
        }
    ],
    "info": {
        "count": 1,
        "more_records": false
    }
}

Roles and Profiles support in COQL

COQL supports roles and profiles lookup fields, allowing users to retrieve the owner's profile details such as ID, name etc, and the owner's role details using COQL queries. The supported comparators are =, !=, in, not in, is null, is not null.

Sample Query

{
    "select_query": "select Owner.role.id,Owner.role.name,Owner.role.reporting_to, Owner.role.share_data_with_peers, Owner.role.description, Owner.profile.id from Leads where Last_Name is not null LIMIT 1"
}

This query fetches the Profile details and Role details of the owner of one record from the Leads module. 

Sample Response:
{
    "data": [
        {
            "Owner.role.reporting_to": null,
            "Owner.profile.id": "4876876000000026011",
            "Owner.role.name": "CEO",
            "Owner.role.description": "crm.security.role.admin.desc",
            "Owner.role.share_data_with_peers": true,
            "Owner.role.id": "4876876000000026005",
            "id": "4876876000000333403"
        }
    ],
    "info": {
        "count": 1,
        "more_records": true
    }
}

Alias support

Supported operators : =, !=, in, not in, is null, is not null
Alias support in COQL allows users to simplify complex SELECT field names by giving them custom names or aliases. Using aliases in the SELECT column and ORDER BY class can make column names easier to understand and remember. For instance,  What_Id->Leads.Last_Name from our previous example can be given an alias in the SELECT query as follows.

Sample Query

{
    "select_query": "select 'What_Id->Leads.Last_Name' AS 'Lead Name' from Tasks where (('What_Id->Leads.id' in ('4876876000000900134','4876678000000900987')) AND ('What_Id->Leads.Industry' != 'ERP'))"
}

Sample Response:
{
    "data": [
        {
            "id": "4876876000001103044",
            "Lead Name": "Perry"
        }
    ],
    "info": {
        "count": 1,
        "more_records": false
    }
}

If you compare this response with the sample response in the what_Id section above, you can see that the key 'What_Id->Leads.Last_Name'  is replaced with the Alias 'Lead Name'  in here. 

Aggregate Function Support in COQL

Aggregate functions in COQL allow you to perform calculations on groups of records in a module. The available aggregate functions include SUM, MIN, MAX, AVG, and COUNT.

1. SUM

Use this function to sum up the values of an aggregate field in a module. 

Sample Query 1

{
    "select_query":"select SUM(Grand_Total) from Quotes WHERE Quote_Stage = 'Draft' "
}

This Query uses the SUM function to calculate the total value of the Grand_Total field for all quotes in the Draft stage in the Quotes module.
Sample Response:
{
    "data": [
        {
            "SUM(Grand_Total)": 1073660
        }
    ],
    "info": {
        "count": 1,
        "more_records": false
    }
}

Sample Query 2

{
    "select_query": "select SUM(Grand_Total), Account_Name.Account_Name AS 'Account Name', Billing_Country from Invoices where ((Status != 'Paid') and ((Billing_Country ='USA') OR (Billing_Country = 'Canada'))) GROUP BY Account_Name.Account_Name, Billing_Country ORDER BY 'Account Name' ASC"
}

This query retrieves the total SUM of the Grand_Total field, along with the Account_Name and Billing_Country from the Invoices module for those records whose Status field is not equal to 'Paid' and the Billing_Country field is either 'USA' or 'Canada'. The results are grouped by the Account_Name and Billing_Country fields and ordered in ascending order based on the 'Account Name' field.

Note that the 'Account Name' field is specified using the AS keyword to provide an alias for the Account_Name.Account_Name field. We have used the alias for the ORDER BY clause.
Sample Response:
{
    "data": [
        {
            "Account Name": "SR Systems",
            "Billing_Country": "USA",
            "SUM(Grand_Total)": 2430000
        },
        {
            "Account Name": "SR Systems",
            "Billing_Country": "Canada",
            "SUM(Grand_Total)": 60000
        },
        {
            "Account Name": "Zylker systems",
            "Billing_Country": "Canada",
            "SUM(Grand_Total)": 378000
        }
    ],
    "info": {
        "count": 3,
        "more_records": false
    }
}

The response JSON contains the SUM of the Grand_Total fields, Account Name and Billing_Country for each unique combination of Account Name and Billing Country fields that satisfies the filter criteria specified in the query. 

2. MAX

Use this aggregate function to find the largest value of a field in a module. 

Sample Query

{
    "select_query": "select MAX(Amount) AS 'Maximum Deal Amount', Account_Name.Account_Name from Deals where ((Stage = 'Closed Won') AND  (Type = 'Existing Business')) Group by Account_Name.Account_Name"
}

This Query selects the maximum Deal Amount for each account from the Deals module where the stage is Closed Won and the type is Existing Business.
Sample Response:
{
    "data": [
        {
            "Maximum Deal Amount": 6750000,
            "Account_Name.Account_Name": "Benton"
        },
        {
            "Maximum Deal Amount": null,
            "Account_Name.Account_Name": "King"
        },
        {
            "Maximum Deal Amount": 945000,
            "Account_Name.Account_Name": "Morlong Associates"
        }
    ],
    "info": {
        "count": 3,
        "more_records": false
    }
}

3. MIN

Use this aggregate function to find the smallest value of a field in a module. For example, you can use this function to find the Lowest Annual Revenue in the Leads module.

Sample Query: 1:

{
        "select_query": "select MIN(Annual_Revenue) from Leads where Annual_Revenue is not null"
}

Sample Response:
{
    "data": [
        {
            "MIN(Annual_Revenue)": 348.3
        }
    ],
    "info": {
        "count": 1,
        "more_records": false
    }
}

4. AVG

Use this aggregate function to find the average value of a field in a module. 

Sample Query

{
    "select_query": "SELECT AVG(Amount) AS 'Average Deal Amount' FROM Deals WHERE Type = 'New Business'"
}

This query calculates the average deal amount for all new business deals in the "Deals" module. 
Sample Response:
{
    "data": [
        {
            "Average Deal Amount": 877366.8359999999
        }
    ],
    "info": {
        "count": 1,
        "more_records": false
    }
}

5. COUNT

Use this aggregate function to count the number of records in a module satisfying a certain criteria. You can use this aggregate function only for number, lookup, and picklist fields.

Sample Query:

{
    "select_query": "SELECT COUNT(Product_Category) FROM Products WHERE Product_Active = 'false'"
}
This sample query queries for the total number of inactive products in the Product module. Please be aware that if there are any products with no value for the product category field, they will not be included in the count.

Important points to remember

  • COQL keywords are not case-sensitive.
  • To prevent ambiguity, the criteria listed in the WHERE clause must be properly enclosed in brackets. If WHERE has more than two criteria such as A, B, and C, use them as either of the following:
    • (A and (B and C))
    • ((A and B) and C)
    • A and (B and C)
    • (A and B) and C.
  • COQL supports only SELECT queries with WHERE, FROM, ORDER BY, LIMIT, and OFFSET clauses and aggregate functions SUM(), MAX(), MIN(), AVG(), and COUNT().
  • The default sort order is ascending based on record ID if ORDER BY is not specified.
  • Use the following format for :
    • Date : YYYY-MM-DD
    • DateTime : YYYY-MM-DDTHH:mm:ss+/-HH:mm
  • The default value for LIMIT is 200 and OFFSET is 0.
  • A maximum of 10,000 records can be fetched using the API.
  • Multi-line fields cannot be used in criteria.
  • COQL doesn't support consent_lookup, subform, profileimage, multiselectlookup, fileupload datatypes.
  • A maximum of 25 criteria can be included in the WHERE clause.
  • A maximum of 50 field API names can be used in the SELECT column of the query.

     Data Type
     Supported Operators
     text
     =, !=, like, not like, in, not in, is null, is not null
     picklist
     =, !=, like, not like, in, not in, is null, is not null
     ownerlookup
     =, !=, in, not in, is null, is not null
     lookup
     =, !=, in, not in, is null, is not null
     date
     =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null
     datetime
     =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null
     currency
     =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null
     boolean
     =
     email
     =, !=, like, not like, in, not in, is null, is not null
     phone
     =, !=, like, not like, in, not in, is null, is not null
     website
     =, !=, like, not like, in, not in, is null, is not null
     double
     =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null
     bigint
     =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null
     integer
     =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null
     formula
     If the return type is:
          Decimal/Currency/Date/Datetime : =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null
          String : =, !=, like, not like, in, not in, is null, is not null
          Boolean : =
     autonumber
     =, !=, like, not like, in, not in, is null, is not null
We hope you found this post useful. We will meet you next week with another interesting topic.

If you have any questions or feedback, please let us know in the comments below, or write to us at support@zohocrm.com. We would love to hear from you! 


Additional Reading:








    • Recent Topics

    • Knowledge base: The nitty-gritty of SEO tags

      A well-optimized knowledge base with great SEO can benefit your company by allowing customers to find help articles and support resources using search engines. This enables customers to quickly and efficiently find the information they need without direct

    • Social Media Simplified with Zoho Social: Make the best out of the publishing calendar

      Are you a marketer who likes visualizing your plan of action before you start social media posting? Are you part of a team that works on social media on a rotational basis, so the most important task is to collaborate to avoid overlap and confusion? Or

    • Custom function daily limit and procedural programming

      Dearest Zoho Today, support confirmed that if I call a custom function from another custom function then I will use up two, with regards to my daily limit. A few times, we have blown our daily limit and that means that ordinary business processes don't run for the rest of the day. I have to mop these up the following day and there is no guarantee that I will get it right. Therefore, I can't afford to waste any. Procedural programming has been around for over 50 years now and it greatly simplifies

    • Unified customer portal login

      As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

    • Access CRM Variables from Formula field

      Is it possible to use a CRM variable (defined in Developer Space -> CRM Variables) in a formula field for calculations ?

    • New enhancements: Changing portal users' email addresses and new customization options for templates

      Dear All, Portals have enabled organizations to extend access to various CRM modules to their customers, vendors, partners, and end users, per their business requirements. When a portal is created, an invitation email is sent to portal users with a link

    • Granular Time Frame Settings for Message Deletion and Editing in Zoho Cliq

      Dear Zoho Team, I hope you're doing well. Currently, the settings for message deletion and editing in Zoho Cliq are configured globally under: Admin Panel > Organisation > Configurations > Conversations Delete messages: Time frame to allow message deletion

    • New Built In QR/Barcode Generator Print Settings

      I'm trying out the new QR/Barcode generator field in Creator. I would think most people will want to print these, like I do. I am not seeing any way to control the height or width of the barcode for printing (inside the print/pdf template builder). The

    • Zoho One. Client Script

      Hi, I would like to know if the Client Script feature is available in Zoho One. If it's, how can I enable it?

    • Calendar View for Zoho Tickets

      Is there a way to view your tickets with due dates on a calendar view? I can not find a way to merge my Zoho Calendar and Tickets. This would be extremely helpful to my team.

    • Delete / Modify Default Career Site - Zoho Recruit

      Hello, It would be very useful if we could delete a default career site or change which of our career site is the default. Our Career site was created when there were issues with Zoho Recruit creating English CTA buttons on French Career sites. The only

    • Workflows for Timesheet

      Good day, Any way to have timesheet as triggers? I looked into Zoho Flow and into Zoho Project automation but no where can I have timesheet as a trigger. Basically, I would like to trigger something upon timesheet approval. Right now, the only way to

    • Is it possible to hide Developer Space for all user in Zoho Projects

      Hello! I am Zoho admin in a company and we want to use Zoho Project to manage projects, but after a few days of testing we are not able to "hide" the Developer Space from all kind of users except the admin. To sum up, I want to hide this for all users.

    • Automatic Portal invite

      We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?

    • Introducing automation and utility conversations in WhatsApp marketing

      We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automating

    • Extracting data from cells in zoho sheets for zoho books

      I am currently uploading my bank statment in excel format to zoho workdrive. I would like flow to extract certain data and send it to zoho books. Would scripting in zoho flow be able to help me with this? By this I mean should I attempt this in zoho flow

    • Within the Basic KPI component in Analytics, it is impossible to set "next" day range as a filter

      Hi there, I am currently setting up a deal dashboard for the Sales team. While it is possible to filter deal records to show records that were created LAST X days only, it looks like a NEXT X days Closing date filter is not available. Would it be possible

    • 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

    • Você já viu os cursos do Zoho Mind?

      Pessoal, Tem uma plataforma da Zoho chamada Zoho Mind, muito interessante os cursos e vídeos tutoriais que lá possui. Para a turma do Zoho Creator, tem uma dica de Buscar dados em Formulário, segue o link e clique em Zoho Creator. https://www.zohomind.com.br/#/videostutoriais

    • Como gerar gatilhos para pagamento de impostos no Zoho Books?

      Olá Pessoal, boa tarde! Gostaria de saber como vocês estão escriturando os impostos a pagar no Zoho Books. Vi que temos a opção de Bills, porém se eu escriturar nesta aba do Zoho Books para gerar lembretes de tempo de vencimento por exemplo vai refletir

    • Subform Time field to string.

      Good afternoon All. I have a Subform 'Delivery_Receiving_Hours' that captures Day (Dropdown), Time_Open (Time), and Time_Close (Time). I need to capture this data and send it to a multiline field in the CRM. The code, posted below, below will capture

    • workflow for bounced email gets triggered, but email is status = opened

      Hello, I have a workflow that sends me an email if outgoing email are bounced. Now I got some kind of this emails, but the corrosponding contacts have status = open at the email. Why this bounce-workflow is triggered? Reports > Email Reports > Bounce

    • Data export

      I need to export our customer's data and projects' data for our purpose but am unable to export full data i only get around 3160 projects and around 2k customer can you please help me to get full data, please

    • Adjusting Physical Inventory

      Not getting very far with support on this one, they say they are going to fix it but nothings happened since November. Please give this a thumbs up if you would like to see this feature or comment if you have some insight. Use Case: Inventory set to be

    • Zoho Marketing Plus : Un outil tout-en-un pour la création de pages, la collaboration et la gestion du calendrier marketing

      Nous sommes ravis de vous présenter trois nouvelles fonctionnalités puissantes de Zoho Marketing Plus s’enrichit désormais d’un page web (l'éditeur de pages), qui vous permet de créer des pages attrayantes et à fort taux de conversion pour vos campagnes

    • Grouping payments to match deposits

      Is there a way to group multiple invoice payments together so they match credit card batches and grouped deposits in the bank account? Basically, we are creating invoices for each of our transactions, and applying a payment to each of the invoices. Our payments are either credit cards or checks. We want to be able to group payments together so when our bank account reflects a credit card batch made up of many transactions, or the deposit we took to the bank that has multiple checks from different

    • Employees can not add some expenses suddenly

      Zoho expense was working fine and whenever there was a new merchant, it would automatically add and also the same auto added in Zoho Books (due to merchant-vendor sync) untill now. From today, it is having problems in searching the existing vendors and

    • Zoho email setup in office365

      When i am trying to setup zoho mail setup using my domain in office365 and it is not working and it says that we couldn't log on to the incoming (IMAP) server and please check your email address and password and try again. I was able to login using my

    • iOS 10: Caller ID new feature?

      Hi, in the update history of the iOS App (for iOS10) - v.3.2 - i found the point "caller identification" has this feature been deactivated again? i cannot find anything on my iphone on how to activate this feature. or does it just work from the beginning?

    • Recommendations to store meeting notes for easy access from Contacts, Accounts & Deals module records?

      I would like your advice on how to achieve this use case for my organization. It’s related to where/how best to store meeting notes from a conversation with Contact(s) working at an Account (Company) in the context of a Deal. The ideal solution (from

    • Bank reconciliation. Match Transaction -filter

      When matching an imported bank statement file we only get a match if it is an excact match on both amount and date. Then a suggestions comes up with a very broad selection regarding amount, and no default "between" dates. I can then go an manually adjust the filter, and have to put in from-to amounts and dates. How do I set a default from-to date?  As an example, I would like the date to be +- 3 days, Thanks.

    • Added new staff but does not appear in other organization list

      Hi, I added the new staff under Sales Manager in the contacts, but it does not appear in the other organization list where I need to create a contact, and I can't select the newly added Sales Manager

    • Integrating Calendly with Zoho Calendar in Zoho Mail

      I moved my office into a business incubator space that uses Calendly for meeting management and events. Calendly doesn't have a integration with Zoho Calendar and vice versa. I was directed to Zapier for integration but it doesn't have an integration

    • Map fields from module X to a lookup field in subform in module Y

      Hi there In the 1st screenshot attached, you can see a subform in myLeads module. You can see that there is a number already filled there - that is the 'Property ID' and it is a single line field. It is the 'Property ID' of an entry I have in another

    • 🎄 Jingle, Mingle, and Automate: Spread Christmas Cheer with Zoho Desk Auto-Replies! 🎄

      Hello Everyone! Welcome to this week's episode of the Community Learning Series. Christmas is in the air, and I’m sure we can all feel the jingle and the mingle of the season! The folks at Zylker Techfix are no exception—they’re busy with holiday plans

    • how to create a new line in string in Client Script?

      I want to show an alert using client script, I need to add a new line in String, I assume I can use \n\n inside a string, but unfortunately it doesnt work ZDK.Client.showAlert("First Line \n\nI expect this is in second line");

    • Surely it's time Inline editing from views

      I think the first request I found for in-line editing from grids was approximately 12 years ago - that post was locked because it was suggested Zoho sheetview solved the problem. However, it's now 2024, and in-line editing from grids is just a basic expectation.

    • Multi branding issue with sender addresses

      Hello, I'm currently working on a project involving two (seperate) brands. Named 'Windeck' and 'Prolance'. They've chosen CRM Plus and I'm currently working on CRM, SalesIQ, Social and Marketing Automation. So far, I'm able to make enough separations

    • How to Replace an Assessment in a Job Opening on Zoho Recruit

      Hi everyone, I’m currently using Zoho Recruit and would like to replace the assessment linked to a specific job opening. I want to remove the existing assessment and add a new one. What is the best way to do this without losing any important data or affecting

    • Is there API Doc for Zoho Survey?

      Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than

    • Next Page