Kaizen #11 - The $Properties in Zoho CRM #API
Hello everyone!
Welcome back to yet another post in the Kaizen series!
This week, we will discuss the $Properties in Zoho CRM .
What will you learn from this post?
- What are $properties?
- $properties common to all the modules
- Module-specific $properties
1. What are the $properties?
The $properties represent the derived properties of a record in Zoho CRM. They are not available as fields in Zoho CRM. For instance, $converted —It represents the state of a lead or a quote. If you convert a lead or a quote into a contact/account (or) a sales order/invoice, the value for $converted becomes true.
Since they are derived, you cannot set these properties while creating or updating leads/quotes.
2. $properties common to all the modules
All the $properties are read-only keys.
$Property | Description |
$currency_symbol string | Represents the corresponding currency symbol of the currency chosen. For instance, for Dollars, the currency symbol would be— "$currency_symbol": "USD" |
$review_process JSON object | Represents the current state of the record in the review process. For instance, if the record is resubmitted— "$review_process": { "approve": false, "reject": false, "resubmit": true } |
$review string | Represents the review status of the record. null - The record does not come under the review process. approved - The record is approved. unreviewed - The record is yet to be reviewed. |
$process_flow boolean | Represents if the record is in blueprint data. true - The record is a blueprint data. false - The record is not associated with any blueprint. |
$approved boolean | Represents if the record is approved or not. true - The record is approved. false - The record is not approved. |
$approval JSON object | Represents if the current user can approve the record in approval. For instance, if the current user can approve the record— "$approval": { "delegate": true, "approve": true, "reject": true, "resubmit": false } |
$editable boolean | Represents if the record is editable or not. true - Record can be edited. false - Record cannot be edited. |
3. Module-Specific $properties
Except $send_notification and $line_tax, all the other module-specific $properties are read-only keys.
Property Details | Description |
$converted boolean | Represents the state of a lead/quote. true - The record is converted. false - The record is not converted. Modules - Leads, Quotes HTTP Method - GET |
$converted_detail JSON object | Represents conversion details of a lead. "$converted_detail": { "deal": null, "convert_date": "2019-12-17T01:58:25+05:30", "contact": "4150868000000939001", "converted_by": "4150868000000225013", "account": "4150868000000413103" } Modules - Leads HTTP Method - GET |
$followers JSON Array | Represents the details of the followers of that deal. "$followers": [ { "name": "User_1901", "id": "4150868000000225013" } ] Modules - Deals HTTP Method - GET |
$followed boolean | Represents if the current user is following that particular deal or not. true - The current user is following the deal. false - The current user is not following the deal. Modules - Deals HTTP Method - GET |
$se_module string | Represents to which module a task, event, or call is related to. It depends on the value stored in the "Related to" field. "$se_module": "Leads" Modules - Tasks, Events, Calls HTTP Method - GET |
$calender_booking_event boolean | Represents if the event is a calendar booking event. true - It is a calendar booking event. false - It is not a calendar booking event. Modules - Events HTTP Method - GET |
$recurrence_id string | Represents the unique ID of the recurrence rule. "$recurrence_id": "4150868000000383036" Modules - Events HTTP Method - GET |
$u_id string | Represents the unique ID of the recurring event. "$u_id": "4150868000000383036" Modules - Events HTTP Method - GET |
$meeting_details JSON object | Represents the details of the online meeting. "$meeting_details": { "tool_name": "ZohoMeeting", } Modules - Events HTTP Method - GET |
$send_notification boolean | You can set if an email notification has to be sent to all the participants of the event or not. true - Send notification to all the participants of the event. false - Do not send a notification to all the participants of the event. Modules - Events HTTP Method - GET, POST, PUT |
$calender_booking_call boolean | Represents if the call is a calendar booking call. true - It is a calendar booking call. false - It is not a calendar booking call. Modules - Calls HTTP Methods - GET |
$taxable boolean | true - The inventory line item is taxable. false - The inventory line item is not taxable. Modules - Products HTTP Methods - GET |
$line_tax JSON Array | "$line_tax": [ { "percentage": 0, "name": "Sales Tax", "id": null, "value": 0 }, { "percentage": 0, "name": "Vat", "id": null, "value": 0 } ] Modules - Quotes, Invoices, Sales Orders, Purchase Orders HTTP Method - GET, POST |
We hope you found this post useful. Please reach out to us if you have any questions, or let us know in the comment section.
We wish you all a happy new year!
Cheers!
Previous 'Kaizen' - Search Records API and Query API
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