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 #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.Celebrating 200 posts of Kaizen! Share your ideas for the milestone post
Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQsKaizen #193: Creating different fields in Zoho CRM through API
🎊 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.Client Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands
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
integration zoho form - drive
I integrated my form with Google Drive. The report of user submissions from the Google Form becomes a Google Sheets table. When I used Google Forms for the same task, the summary sheet adapted to the form. For example, if I added a new field to the form,Revenue Management: #9 Revenue Recognition in Media & Publishing
Media & Publishing industry has evolved in recent times. It offers subscriptions, bundles digital and print access, runs sponsored content, and sometimes even sells ad spaces. If you run a media or publishing business, you will always get into a situationZoho CRM Community Digest - July 2025 | Part 2:
Hello, Everyone! We’re closing out July with a can’t-miss highlight: Zoholics Europe 2025! Happening from September to October, it’s your chance to level up your CRM skills, covering everything from automation and CPQ to dashboards and advanced workflows.How can I trigger a flow action only once while updating contact?
Hi, we have a trigger to merge&mail file when the field YYY is filled out. For this acion I used "Create or update module entry". But unfortunately we get tens of email on a day with this merged file, because the contact is being regularly updated. TheCopy a Record Template from one Form to another
I have a Creator application with several forms. I developed a record template for one of the reports/forms but want to use most of it for another of the form/report combinations in the application. Is there a way to copy the template (code or otherwise) to another form?Tip of the Week #70 – Create common team signatures for your shared inboxes
Did you know that a small detail, such as an email signature, can make a big difference in how your brand is perceived? One simple yet smart way to enhance your team’s communication is by creating common team signatures for your shared inboxes. InsteadEnhanced data export features: XLSX format, custom character encoding, and selective record export
Greetings all, Here are a few enhancements related to exporting CRM data, including the ability to export data in XLSX file format now. The Export feature under Data Administration now offers new options that expand its flexibility and enable users toInvalid value passed for file_name
System generated file name does not send file anymore - what is the problem?Tip #42 – How to manage data security with Privacy Settings – 'Insider Insights'
Data privacy is a cornerstone of trust in remote support. Through Privacy Settings in Zoho Assist, you can set up how data is gathered, stored, and handled in your organization. These settings ensure compliance, data protection for sensitive details,Zoho DataPrep and File Pattern configuration
I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regexCustom Function for Estimates
Hey everyone, I was wondering if there was a way to automate the Subject of an estimate whenever one is created or edited: * the green box using following infos: * Customer Name and Estimate Date. My Goal is to change the Subject to have this format "<MyFirm>-EstimateIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forQuick Item Search & Auto-suggestion for Invoices
Hi Team, I am facing an issue while creating invoices in Zoho Books. Currently, I have to type the full item name in the correct sequence and spelling for it to appear. For example, my item name is: "Distemper Acri Silk Special White 10kg" If I type somethingTicketbai! en el Pais Vasco
Hola a todos, En enero de 2.022 se va a implantar en el país vasco un nuevo sistema de facturación, denominado ticketbai!, ¿hay alguna previsión de realizar las adaptaciones en zoho books o zoho invoices? Ignoro la cantidad de clientes que tienen estasZoho CRM mobile app feature update: home page widgets, field tooltips and user image upload
Hello everyone! Your business doesn't pause when you're on the move, and neither should your CRM. That's why in our latest update, we've introduced a few new features to make your mobile CRM experience smoother and more efficient. Let's take a quick lookZoho CRM Plain Text Template: Line Breaks and Formatting Issue
Hello, I'm following the instructions to create email templates in Zoho CRM, but I'm having a problem with the plain text version. https://help.zoho.com/portal/en/kb/zoho-sign/integrations/zoho-apps/zoho-crm/articles/zoho-crm-email-templates#Steps_to_create_a_custom_email_templateOptimizing Task Handling: Auto-Remove Recurrence for cancelled Tasks.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:Important updates to your connectors
Hello everyone, Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of theCreate, collaborate, and manage agreements with Zoho Sign
Agreements drive business. We launched Zoho Sign in 2017 as a simple digital signature tool to sign agreements from anywhere, at any time. Over the years, we've learned that most agreements go through last-minute changes before they're signed. Our usersFunction #25: Automatically generate purchase orders from a sales order
We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it isHas Anyone successfully integrated Zoho and Sage Intact?
Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)
ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▷▷参加登録はこちら：https://us02web.zoom.us/meeting/register/6OSF2Bh6TumsMIlDwaY_PQ ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zohohiding a topic from all but one segment (or list)
My organization sends out a number of newsletters using Zoho Campaigns. One of those newsletters is for volunteers. In order to become a volunteer, a person has to first go through our volunteer orientation (training). After that, they can receive newslettersHow do I set up this automation correctly?
When contacts enter my Subscribers list, I want it to reference a custom field to see if it is empty. Then I want it to do two things: If empty: Assign a tag based on a different custom field. If that custom field is empty, assign a different tag. IfFunction #62: Display associated Quote on Invoice details screen
Hello everyone! Today, we are sharing a Related List script that makes it easy to view and access the quote from which an invoice was created right from the invoice details screen. This Related List displays the Quote number and Amount, allowing you toCustom confirmation message
How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but ratherDesk x CRM Integration
Howdy! We currently use SalesIQ but we are considering moving across to Desk as it seems to have more functionality that we want. One of the pulls is the ability for our customers to self serve. But, I might be getting over excited and not actually needFunction #53: Transaction Level Profitability for Invoices
Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.Issue with Save & Share Link – Works for Others but Not Creator
I’ve enabled the "Save and Share" feature in Zoho Forms, and it works correctly for all users accessing the public link—except for me (the form creator). Issue Details: When I save and share the link, recipients see a “no permission” error. The form isSave the pdf report from a registration form in a Folder
Through Zoho Forms I created a registration form with quite a lot of rules to handle different variables (TEAM types, payment in installments, etc.), and the result is pretty good. The automatic PDF that is sent to the respondent upon submission is alreadyzoho forms integration to zoho work drive
Scenario: A user fills out a Zoho Form, entering details such as email, mobile number, and other required information, and uploads supporting documents like PAN, Aadhaar, etc. Upon submission, the data is available in Zoho Forms Reports. Requirement:Zoho Forms to Zoho CRM Integration failed - can I restart it?
The integration of Zoho Form to Zoho CRM has failed. Is there a way for me to restart it for the impacted entry?insert an equation, but in document, it shows an image not available.
I'm new to Zoho writer and used Zoho writer in desktop app version . When I inserted an equation, I got an image not available sign. Any help is appreciated. Thanks, CharlesZoho Desk Android app update - Swipe action customization
Hello everyone! We have brought in support for the swipe action customization in latest version(v2.9.13) of the Zoho Desk Android app update, enabling you to configure left and right swipe gestures on tickets to carry out the actions swiftly without openingImport KB template OR Export template for zoho desk?
Greetings. Can you tell me if there is a way to get an EXPORT of my KB articles? OR is there a template you supply for importing KB articles into my zoho desk? I am looking for a method of understanding what fields can be imported, and what their possibleXML format to import knowledgebase into Zoho Desk
Hi, We just started to use Zoho Desk and want to import our knowledgebase from our old support system (Freshdesk) to Zoho Desk. Can anyone give us information about the format of xml file to import? There is no explanation on the related page.Zoho Desk integration with Power BI
Hi, I want to be able to create a Power BI report which has live updates of ticket data from zoho desk, is this possile at all? Thanks JackArranging Ticket Templates
Is there any way to arrange our ticket templates? It doesn't look very organised when it's just arranged according to when they were created. We want the list to look more organised, by arranging/grouping them by topics, or even just by alphabeticalWhat they mean with "Portal"?
I just downloaded this app to take my personal notes on digital art studio because it seemed to me the most comfortable app to do it, I use it very often, what do they mean by “no activity on your portal”? I have about 1 year of work here and I don'tInactive User Auto Response
We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similarNext Page