Kaizen #107 - Field Trackers in ZOHO CRM
Hey folks! Welcome to a fresh week of Kaizen.
In this post, we will be looking at the Field Trackers in ZOHO CRM APIs. Currently, this support is provided to all the picklist fields (system-defined and custom) and is available by default for a picklist field (Stage) in the Deals module and a datetime field (Rescheduled_To) in the Appointments module.
Field Trackers
Field trackers in ZOHO CRM help you to monitor the changes made to a specific field. It ensures data integrity and compliance as it helps in maintaining the history of changes applied to the critical data.
It captures the details such as who made the change, when the change occurred, the previous and current values of the field. Users can use this data to analyse how a field's value evolved and identify the important patterns/trends in the business.
Picklist Field Trackers
Both system-defined and custom picklist fields support Field Tracker. The history details of the field will be available in a related list with five default fields - picklist values, duration, modified time, modified by, and moved to.
To enable this support for a picklist, follow these steps.
- Go to Setup > Customization > Modules and Fields in your ZOHO CRM account.
- Select your desired module in which you want to create a picklist field tracker.
- Select the settings icon (...) of the required picklist field and click Edit Properties.
- In the Picklist properties page, select the Enable history tracking for picklist values checkbox.
Refer to this help guide to learn more about picklist trackers and how to add additional fields that you want to view in the picklist history related list. At most, only one picklist field can be tracked within a module.
Consider you are a Manager and you have enabled field tracking for the Lead Status picklist field within the Leads module to trace the timeline of your leads' status changes. Now, take the following steps to obtain the picklist history details:
STEP 1: Make a GET Fields Metadata API call to the Leads module.
STEP 2: In the response, check for the history_tracking key in the Lead Status field.
In the history_tracking key,
- the module key, provides both the api_name and id of the new module responsible for tracking picklist history details. As a result, it naturally establishes a relationship with the Leads module, and it will be accessible as a new related list within the same module.
- the duration_configured_field key provides the field api_name and id of the key which contains the duration of the picklist values in that picklist tracking module.
STEP 3: With the api_name of new picklist tracking module, you can fetch the history details in two ways.
(i) Fetching picklist changes of all the leads records from that new module
As we already know that picklist tracking details are maintained in a new module, make a GET Records API call with the following details.
Replace the module_api_name with the api_name of the picklist tracking module(Lead_Status_History), which is obtained from the fields metadata of the Leads module.
Request URL: {api-domain}/crm/{version}/{module_api_name}
For our case, it will be provided as https://www.zohoapis.com/crm/v5/Lead_Status_History.
Request Method: GET
Possible Parameters: fields, page, per_page, sort_by and sort_order.
For our case, make a GET Fields Metadata API call to the related list (Lead_Status_History). The response will give you the list of fields available in the related list.
Scope: ZohoCRM.modules.ALL (or) ZohoCRM.modules.{module_name}.READ
Sample Response:
To fetch individual history records, use this {api-domain}/crm/{version}/{module_api_name}/{record_id} request url and replace the record_id with the id fetched in this response.
(ii) Fetching the history details of a particular lead
This approach fetches the related list data of a particular record in a module (here it is Leads).
Make a GET Related Records Data API call with these details.
Request URL: {api-domain}/crm/{version}/{module_api_name}/{record_id}/{related_list_api_name}
For our case, it will be given as https://www.zohoapis.com/crm/v5/Leads/5545974000004023008/Lead_Status_History.
Request Method: GET
Possible Parameters: fields, page, per_page, sort_by and sort_order.
Scope: ZohoCRM.modules.ALL (or) ZohoCRM.modules.{module_name}.READ
Sample Response:
To fetch individual history records, use this {api-domain}/crm/{version}/{module_api_name}/{record_id}/{related_list_api_name}/{related_record_id} request url and replace the related_record_id with the id fetched in this response.
Stage History
In the Deals module, a picklist field called Stage acts as a default field tracker. The history details of this picklist are recorded in a new module called DealHistory. In this module, there are four default fields followed from the Deals module which cannot be unfollowed. They are Expected Revenue, Amount, Probability and Closing date. You can add additional fields from the Deals module to this list based on your requirement.
The module's relationship with the Deals module identifies it as a related list within the Deals module as Stage History. You can retrieve the history details of this default picklist field tracker in those aforementioned two ways.
Let us show you a sample of each way for better understanding.
(i) Fetching picklist changes of all the deals records from DealHistory
Make a GET Records API call to the DealHistory module with the following details.
Request URL: {api-domain}/crm/{version}/Stage_History or {api-domain}/crm/{version}/DealHistory/{record_id}
Request Method: GET
Possible Parameters: fields, page, per_page, sort_by and sort_order.
Make a GET Fields Metadata API call to DealHistory to get the list of fields.
Scope: ZohoCRM.modules.ALL (or) ZohoCRM.modules.DealHistory.READ
Sample Response:
(ii) Fetching the history details of a particular deal
Make a GET Related Records Data API call with these details.
Request URL: {api-domain}/crm/{version}/Deals/{record_id}/Stage_History or {api-domain}/crm/{version}/Deals/{record_id}/Stage_History/{related_record_id}
Request Method: GET
Possible Parameters: fields, page, per_page, sort_by and sort_order.
Scope: ZohoCRM.modules.ALL (or) ZohoCRM.modules.Deals.READ
Sample Response:
Appointments' Rescheduled History
In the Appointments module, a datetime field named Rescheduled_To acts as a default field tracker. The history details of this particular field are stored in a separate module with the API Name Appointments_Rescheduled_History__s. It is also accessible as a related list under the Appointments module with the same module API name as the related lists API name. Only the recent 20 rescheduled data of an appointment will be available in this tracker module.
This module has six default fields - Appointment_Name, Rescheduled_Time, Rescheduled_By, Rescheduled_From, Rescheduled_To, Reschedule_Note and Reschedule_Reason. You cannot remove the existing fields or add new fields to this module. The lookup field with display label Appointment Name and API name Appointment_Name points to the corresponding appointment to which the history data belongs.
Apart from fetching the rescheduled history data, Zoho CRM also helps you to CREATE, UPDATE and DELETE the history records for this field. This helps you to synchronise the rescheduled history when importing the Appointments records from a third party application.
Let us look into a few scenarios in which the use of each of the Appointments Rescheduled History CRUD operations.
Scenario 1
As a Manager, you might want to retrieve all the rescheduled appointment history data to determine the most common reasons for rescheduling.
Use the GET Appointments Rescheduled History API with the following details.
Request URL: {api-domain}/crm/{version}/Appointments_Rescheduled_History__s (or)
{api-domain}/crm/{version}/Appointments__s/{appointment_id}/Appointments_Rescheduled_History__s
Request Method: GET
Scope: ZohoCRM.modules.appointments_rescheduled_history.READ
Possible Parameters: fields, page, per_page, sort_by and sort_order
Sample Response:
The '204 - No Content' response will be thrown if the reschedule count of the specific appointment is 1. This response will not include the current appointment time, which is the last rescheduling of the appointment. You can retrieve it only using the GET Appointments API.
Scenario 2
For instance, you are using a third party application for booking appointments and have decided to move to ZOHO CRM. But, losing the rescheduled history data for "not completed" appointments can be a major concern. In such a scenario, you can seamlessly transfer and incorporate the rescheduled data for these appointments with the help of Add Appointments Rescheduled History API.
In this context, we are just adding new records of rescheduled data to the tracking module(Appointments_Rescheduled_History__s), which records the details of the Rescheduled_To field. Given that Appointments_Rescheduled_History__s is a module, it also allows us to execute UPDATE and DELETE operations, as elaborated in the forthcoming scenarios.
Following are the details of the API:
Request URL: {api-domain}/crm/{version}/Appointments_Rescheduled_History__s
Request Method: POST
Scope: ZohoCRM.modules.appointments_rescheduled_history.CREATE
Sample Request Body:
{ "data": [ { "Rescheduled_From": "2023-09-19T15:00:00+05:30", "Rescheduled_To": "2023-09-22T10:30:00+05:30", "Appointment_Name": { "name": "AC Service - Leota Dilliard (Sample)", "id": "5545974000004330038" }, "Rescheduled_Time": "2023-09-19T15:30:00+05:30", "Rescheduled_By": { "name": "Patricia Boyle", "id": "5545974000000393001" }, "Reschedule_Note": "Customer unavailable", "Reschedule_Reason": "By Customer" } ] } |
You can add up to 100 records in a single API call, with a limit of 20 rescheduled history records allowed for a single appointment.
Scenario 3
To ensure accuracy and completeness, you may want to update the reason and other details for rescheduling the appointment. At times you would even want to insert additional information to the existing history data. In situations like these, use the Update Appointments Rescheduled History API.
Following are the particulars about this API,
Request URL: {api-domain}/crm/{version}/Appointments_Rescheduled_History__s (or) {api-domain}/crm/v5/Appointments_Rescheduled_History__s/{record_id}
Request Method: PUT
Scope: ZohoCRM.modules.appointments_rescheduled_history.UPDATE
Sample Request Body:
{ "data": [ { "id": "5545974000004365002", "Reschedule_Note": "Team unavailable", "Reschedule_Reason": "By Team" } ] } |
You can update all the POST request JSON keys except the Appointment_Name key. Using this API, you can update a maximum of 100 rescheduled history records per API call.
Scenario 4
As a Manager, you may want to delete certain history entries that contain sensitive or outdated information to comply with the data privacy regulations. You can use the Delete Appointments Rescheduled History API to remove sensitive/outdated and even duplicate entries.
Following are the details of this API:
Request URL: {api-domain}/crm/{version}/Appointments_Rescheduled_History__s/{record_id}
Request Method: DELETE
Scope: ZohoCRM.modules.appointments_rescheduled_history.DELETE
Sample Response:
You can delete only one rescheduled history record per API call. The rescheduled history records of an appointment in the recycle bin will still be available in the related list. To remove them, you have to delete the appointment from the recycle bin.
We trust you found this post both beneficial and informative!
Your thoughts and perspectives matter to us. If there is a topic you would like us to delve into or if you have any questions, please feel free to drop a comment below or send us an email at support@zohocrm.com.
Stay tuned until we circle back to you on next Friday!
Cheers!
Previous Post: Kaizen #107 - Functions and Invoke URLs
Head over here to refer to our Kaizen collection on Zoho CRM developer tools.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Kiruthiga G
Sticky Posts
Kaizen #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 theKaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Free webinar alert on October 16 - Less Complexity, More Security: Workplace + Directory
Hello Zoho Workplace Community! Security and productivity shouldn't be at odds—and with Zoho, they're not. Discover how Zoho Workplace + Directory delivers seamless collaboration with enterprise-grade security, all in one integrated ecosystem. Join ourEmail Recall Feature In Zoho Mail Which Should Also Work For Outside Organisation Members
Add a feature to recall or undo sending an email within a configurable short time window (e.g., 30 seconds to 2 minutes) after hitting send, similar to Gmail’s undo send. Currently the sent email can not be recall If the recipient is not from within yourWorkdrive and ChatGPT Team Synced Connectors
Hi, we want to be able to integrate Zoho Workdrive with OpenAI’s ChatGPT Team plan. Google Drive and OneDrive both offer this, zoho please catch up asap. We dont want to have to put our company files in google drive, we want to allow chatgpt Team editionAlias Name (on items) use case in Zoho inventory
Hey, Hope everyone is well. Wondering if anyone can shed some light on the use case of Alias Names on Products in Zoho Inventory? Cheers, ChrisUpdating an Invoice Line Item's Discount Account via API Call / Deluge Custom Function
I need help updating an invoice line item's discount account via API. Below is a screenshot of the line item field I am referring to. Now the field to the left of the highlighted field (discount account) is the sales income account. I am able to modifySend e-mail with attachments
Dear Zoho, How is that possible in Zoho Flow to send an e-mail with attachment? Just a simple example: Zoho Flow checks my Zoho mails and if the conditions starts the trigger then I would like to send an email with the original email's attachment. Any idea? BR, AdamHow to I get checkboxes on a subform to update via deluge
Hello, would someone be able to tell me what I'm doing wrong here? I am trying to take the contents of a Deals subform and add them to an invoice then update the checkbox on each row so that 'add to invoice' is unticked and 'invoiced' is ticked. The outputYour bot just got smarter: AI-Powered routing that reads between the lines
What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missingUrgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,
Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) availableUnified 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 thatZoho Projects - Task Owner filter at Project level
Hi Projects Team, The feature requests I would like to raise is the ability to create a custom view at the project level for projects with tasks owned by a user or users. For example "Ashley's Projects" custom view might contain a list of project in whichCadences
I have just started using Cadences for follow-up up email pipeline. Is it just me or do you find the functionality very basic? For example, it will tell me (if I go looking for it) if someone has replied to a follow-up and been unenrolled; but it won'tZoho Books-Accounting on the Go Series!
Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.Custom Fonts in Zoho CRM Template Builder
Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities ifWould be really awesome to have Created Time and Modified Time showing for custom functions list
It would be SO HELPFUL to be able to sort custom functions by created time/ modified time. Also seeing a created by/ modified by with the little profile picture would be supremely helpful as well. Just really hard sometimes to find a function you wereWhat's New in Zoho Analytics - October 2025
Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! ExtremeTicket Export Does Not Include Ticket Threads
Dear Zoho Desk Support Team, I hope you’re doing well. I would like to report an issue regarding the ticket export functionality in Zoho Desk. Currently, when exporting tickets, the ticket threads or conversation history are not included — only the ticketPayments made notification
This is a really wonderful feature but we can only use it for about 50% of payments made & have to revert to sending statements which is a real chore. Credits applied to the bills paid in the notification aren't included & this causes great confusion in the accounts receivable departments. Please, please add this required feature asap ! .....Ability to add VAT to Retainer Invoices
Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices. It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe! So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomesZOHO DESK link with Power BI
HI, I am using ZOHO Desk for last two years and now my client is asking to integrate ZOHO desk data to Power BI so that they can use Data for reporting. Kindly guide in details so that i can give access to ZOHO desk export data for more visibility.Introducing AWS authentication for connections in Deluge
Hello everyone, We're incredibly excited to announce the all-new AWS authentication for connections in Deluge! This highly anticipated feature simplifies connecting to Amazon Web Services, opening up a world of possibilities and allowing you to seamlesslyURLs being masked despite disabling tracking
Hey, We had disabled click tracking from an email update we are sharing with our users. Despite this, the URL the end user is receiving is masked, and looks like "https://qksyl-cmpzourl.maillist-manage.net/click/1d8e72714515cda6/1d8e72714515ca70" insteadZoho CRM - Calendar Cards View - Let Users Decide What Is Displayed On Calendar Entries
Imagine planning your week of face-to-face meetings across three counties. You’re trying to group appointments by location to make the best use of your time, but Zoho CRM’s calendar doesn’t show where each meeting is happening. You’re left trying to rememberSet to Review for all
We are testing the use of Writer as part of an internal review process for statement of work documents and have found that when the document is changed from Compose to Review by one person, that is not reflected for all others who view the document. IsDashboard Autorefesh
Good day, I am a dashboard that displays the number of tickets based on "Product Name". This dashboard is displayed on a big TV for the team to monitor. Can the dashboard auto-refresh every few minutes to display the new values? Currently, we have closedDeferred/ Unearned revenue
Dear Zoho Team, Just in case you have missed out my query posted few days ago: 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/UNEARNED REVENUE (ie. $10Report Hover Setting
Would be great if we will able to show information to the user while hovering a record in a report.Bigin Android app update: Zoho Books integration
Hello everyone! We’re excited to introduce Zoho Books integration on the latest version(v1.8.5) Bigin Android app. Once the integration is completed in the web(bigin.zoho.com), the Zoho Books tab will be visible in detail View of Contacts, Companies,Audit Log enhancements: Increased retention period, better user visibility, and more
Hello everyone, The Audit Log brings in the following enhancements which improve the overall ability to manage data. Why did we make these updates? Extended Data Retention: Audit data can now be filtered and exported for a 60-day period, doubling theQuestion Regarding Managing Sale Items in Zoho Books
Good day, I was wondering about something. Right now, Zoho Books doesn’t seem to have a way to flag certain items as being on sale. For example, if I want a list of specific items to be on sale from October 1 to October 12, the user would have to export[WEBINAR] Smooth year-end closure with Zoho Books (KENYA)
Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in ZohoSystem flaws and lack of response from Zoho
I have had to go on here as no-one is replying to my emails regarding my problem (been 10 days and no email reply) and your chat facility online through your Zoho Books software opens and closes immediately, so not functioning properly. I actually calledCustomer Grouping
Hi, how can I group multiple customers into single group. So that I can have idea of accounts receivables of all the customers in single group. Like if there are multiple subsidiaries of same company we have having a business with, and want to view theTwo currencies
More and more I am finding that internattional payments' fees are unpredictable. I would like, on my invoices that are in a foreign currency (eg. USD$ or EUR€) for there to be a GBP£ TOTAL display alongside the invoice's currency total. This would makeZoho Books | Product updates | September 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. IntegrateGST Slabs Redefined: Stay Compliant Using Zoho Books!
Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a specialZoho Books | Product updates | October 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, AppleNeed Inactive accounts to be visible in Reports in Zoho Books
I N=need Inactive accounts to be visible in Reports in Zoho Books to do recons of the accounts but when i see the same they are not visible in the Accountant - Account Transactions reportEdit item custom fields
Getting this error : Transactions have been created with the custom field. Hence it cannot be deleted. Not trying to delete it, just trying to change which modules to show in or to not show at all in transactions !Zoho Books - How to Invoke a Custom Function in Schedulers
We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom functionNext Page