Kaizen 144 - Assigning values to different field types using Zoho CRM SDKs - Part II

Kaizen 144 - Assigning values to different field types using Zoho CRM SDKs - Part II



Welcome to another week of our Kaizen series! 

In our last week's Kaizen post, we explored the various field types in Zoho CRM and their typical uses. We also discussed the utility of our SDK sample codes available in our GitHub repositories and how they can be tailored to meet your specific needs. For effective implementation, understanding how to assign values to these different field types using the SDK is crucial, which remains our primary focus in this series.

Last week, we covered this topic using our JAVA SDK. This week, we will discuss assigning values using PHP SDK. To make sure you are all caught up, please revisit Part I before proceeding further.

2. PHP SDK

For more details, please refer to the GitHub repository for our latest PHP SDK. Check out the sample codes here.

Standard Fields:

a. Import the Field Class:
  1. use com\zoho\crm\api\record\{module_api_name};
b. Assign Values to Standard Fields: The syntax for assigning values to standard fields uses the addFieldValue method of the Record object:
  1. $record->addFieldValue({module_api_name}::{field_api_name}(), value);
Replace {module_api_name} and {field_api_name} with the appropriate values for your specific use case. 

Assigning values to Standard Fields:

Field Type
JSON Type		 Assign Values Assign Null Value
text (single line)
string  		$record->addFieldValue(Leads::LastName(), "Boyle"); $record->addFieldValue(Leads::LastName(), null);
textarea (multiline)
string 		$record->addFieldValue(Leads::Description(), "Specify your description") $record->addFieldValue(Leads::Description(), null);
email
string 		$record->addFieldValue(Leads::Email(), "abc@zoho.com"); $record->addFieldValue(Leads::Email(), null);
phone
string 		$record->addFieldValue(Leads::Phone(), "91(987)654321"); $record->addFieldValue(Leads::Phone(), null);
picklist
string 		$record->addFieldValue(Leads::LeadStatus(), new Choice("Not Contacted")); --
date
string		 $record->addFieldValue(Products::Sales_Start_Date(), new DateTime(2024, 6, 13).Date); $record->addFieldValue(Products::Sales_Start_Date(), null);
integer (number)
integer		 $record->addFieldValue(Accounts::Employees(), 100); $record->addFieldValue(Accounts::Employees(), 100);
currency (double)
double 		$record->addFieldValue(Leads::AnnualRevenue(), 10.00); $record->addFieldValue(Leads::AnnualRevenue(), null);
boolean (checkbox) boolean $record->addFieldValue(Leads::EmailOptOut(), true); --
website (URL)
string		 $record->addFieldValue(Leads::Website(), "https://www.zoho.com"); $record->addFieldValue(Leads::Website(), null);

Custom Fields:

To manage custom fields using PHP SDK: a. Import the Record Class:
  1. use com\zoho\crm\api\record\Record;
  2. $record = new Record();
b. Assign Values to Custom Fields: The syntax for assigning values to standard fields uses the AddKeyValue method of the Record object:
  1. $record->addKeyValue("{field_api_name}", value);
Replace {field_api_name} with the appropriate values for your specific use case. 

Assigning values to Custom Fields:

Field Type
JSON Type
Assign Value
Assign Null Value
text (single line)
string 
$record->addKeyValue("Single_Line_Field", "Text Single Line");
$record->addKeyValue("Single_Line_Field", null);
textarea (multiline)
string
$record->addKeyValue("Multi_Line_Field", "Text Multi Line");
$record->addKeyValue("Multi_Line_Field", null);
email
string
$record->addKeyValue("Email_Field", "abc@zoho.com");
$record->addKeyValue("Email_Field", null);
phone
string
$record->addKeyValue("Phone_Field", "9900000000");
$record->addKeyValue("Phone_Field", null);
picklist
string
$record->addKeyValue("Pick_List_Field", new Choice("Option 1"));
$record->addKeyValue("Pick_List_Field", null);
multiselectpicklist
JSON array
$record->addKeyValue("Multi_Select_Field", [new Choice("Option 1"), new Choice("Option 2")]);
$record->addKeyValue("Multi_Select_Field", null);
date
string
$record->addKeyValue("Date_Field", (new \DateTime('2024-06-13')));
$record->addKeyValue("Date_Field", null);
datetime
string
$record->addKeyValue("Date_Time_Field", date_create("2024-06-20T11:10:00+05:30")->setTimezone(new \DateTimeZone(date_default_timezone_get())));
$record->addKeyValue("Date_Time_Field", null);
integer (number)
integer
$record->addKeyValue("Number_Field", 12);
$record->addKeyValue("Number_Field", null);
currency (double)
double
$record->addKeyValue("Currency_Field", 10.25);
$record->addKeyValue("Currency_Field", null);
double
double
$record->addKeyValue("Decimal_Field", 12.25);
$record->addKeyValue("Decimal_Field", null);
percent 
double
$record->addKeyValue("Percent_Field", 12.25);
$record->addKeyValue("Percent_Field", null);
bigint (long integer)
string
$record->addKeyValue("Long_Integer_Field", "12345678");
$record->addKeyValue("Long_Integer_Field", null);
boolean (checkbox)
boolean
$record->addKeyValue("Checkbox_Field", true);
--
website (URL)
string
$record->addKeyValue("URL_Field", "https://www.zoho.com");
$record->addKeyValue("URL_Field", null);
lookup
JSON Object
$account = new Record();
$account->setId("3477061000023362051");
$record->addKeyValue("Lookup_Field", $account);
$record->addKeyValue("Lookup_Field", null);
multiselectlookup
JSON array
$record1 = new Record();
$linkingRecord = new Record();
$record1->addKeyValue("id", "3477061000023362051");
$linkingRecord->addKeyValue("Multi_Select_Lookup_Field", $record1);
$record->addKeyValue("Multi_Select_Lookup_Field", [$linkingRecord]);
$linkingRecord = new Record();
$linkingRecord->addKeyValue("_delete", true);
$linkingRecord->addKeyValue("id", "3477061000023557067");
$record->addKeyValue("Multi_Select_Lookup_Field", [$linkingRecord]);
userlookup
JSON object
$user = new MinifiedUser();
$user->setId("3477061000005791024");
$record->addKeyValue("User_Field", $user);
$record->addKeyValue("User_Field", null);
multiuserlookup
JSON array
$record1= new Record();
$linkingRecord = new MinifiedUser();
$linkingRecord->setId("3477061000005791024");
$record1->addKeyValue("MultiUser", $linkingRecord);
$record->addKeyValue("MultiUser", [$record1]);
$record1 = new Record();
$record1->addKeyValue("_delete", true);
$record1->setId("3477061000023553042");
$record->addKeyValue("MultiUser", [$record1]);
subform
JSON array
$subform = new Record();
$subform->addKeyValue("Name", "SDK");
$user1 = new MinifiedUser();
$user1->setId("3477061000018959001");
$subform->addKeyValue("User_Field", $user1);
$record->addKeyValue("Subform_Field", [$subform]);
$subform = new Record();
$subform->addKeyValue("_delete", true);
$subform->setId("3477061000023557086");
$record->addKeyValue("Subform_Field", [$subform]);
imageupload
JSON array
$imageUpload = new ImageUpload();
$imageUpload->setFileIdS("138ef2d9af5");
$record->addKeyValue("Image_Upload", [$imageUpload]);
$imageUpload = new ImageUpload();
$imageUpload->setDelete(null);
$imageUpload->setId("3477061000023579023");
$record->addKeyValue("Image_Upload", [$imageUpload]);
fileupload
JSON array
$fileDetail1 = new FileDetails();
$fileDetail1->setFileIdS("54957bcbc8fa685");
$record->addKeyValue("File_Upload", [$fileDetail1]);
$fileDetail1 = new FileDetails();
$fileDetail1->setDelete(null);
$fileDetail1->setId("3477061000023551042");
$record->addKeyValue("File_Upload", [$fileDetail1]);
multi_module_lookup
JSON Object
$record1 = new Record();
$record1->setId("3477061000021552002");
$module = array();
$module["id"] = "3477061000000002179";
$module["api_name"] = "Contacts";
$record1->addKeyValue("module", $module);
$record->addKeyValue("Appointment_For", $record1);
--


We trust this post has given you a better understanding of managing field data types in Zoho CRM using our PHP SDK. Remember that this learning does not end here. We have more posts coming up where we will explore handling field data types with our remaining SDK offerings. And do not forget to check out our Github for code samples.

As we strive for continuous improvement, we would love to hear your feedback. What topics would you like to see covered in our Kaizen series? Let us know in the comments or reach out to our support team at support@zohocrm.com.

Thank you for joining us this week. Happy coding and until next time!

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