Kaizen #145 - Assigning values to different field types using Zoho CRM SDKs - Part III
Welcome to another Kaizen week!
3. Python SDK
Standard Fields:
Custom Fields:
Recommended Reads:
In Part I of our series, we explored the various field types in Zoho CRM in detail and demonstrated how to assign values to these fields using our Java SDK. In Part II, we continued by showing you how to work with these field types using our PHP SDK.
This week, in Part III, we will discuss in detail on assigning values to different field types using our Python SDK. If you missed our previous posts, we recommend checking out Part I and Part II before moving forward.
3. Python SDK
For more details on Python SDK, please refer to the GitHub repository for our latest Python SDK. Check out the sample codes here.
Standard Fields:
a. Import the Field Class:
- from zohocrmsdk.src.com.zoho.crm.api.record import Record
- record = Record()
b. Assign Values to Standard Fields: The syntax uses the add_field_value method of the Record object:
- record.add_field_value(Field.{module_api_name}.{field_api_name},value);
Field Type JSON Type | Assign Value | Assign Null Value |
text (single line) string | record.add_field_value(Field.Leads.last_name(), "Last Name"); | record.add_field_value(Field.Leads.last_name(), None); |
textarea (multiline) string | record.add_field_value(Field.Leads.description(), "Add your description here"); | record.add_field_value(Field.Leads.description(), None); |
email string | record.add_field_value(Field.Leads.email(), None); | |
phone string | record.add_field_value(Field.Leads.phone(), "91(987)654321"); | record.add_field_value(Field.Leads.phone(), None); |
picklist string | record.add_field_value(Field.Leads.lead_status(), Choice("Not Contacted")); | record.add_field_value(Field.Leads.lead_status(), None); |
date string | record.add_field_value(Field.Products.support_start_date(), datetime.date(2023, 6, 20)); | record.add_field_value(Field.Products.support_start_date(), None); |
datetime string | record.add_field_value(Field.Calls.call_start_time(), datetime.datetime(2023, 11, 20, 10, 00, 1)); | record.add_field_value(Field.Calls.call_start_time(), None); |
integer (number) integer | record.add_field_value(Field.Accounts.employees(), 100); | record.add_field_value(Field.Accounts.employees(), None); |
currency (double) double | record.add_field_value(Field.Leads.annual_revenue(), 10.00); | record.add_field_value(Field.Leads.annual_revenue(), None); |
boolean (checkbox) boolean | record.add_field_value(Field.Leads.email_opt_out(), True); | record.add_field_value(Field.Leads.email_opt_out(), None); |
website (URL) string | record.add_field_value(Field.Leads.website(), "https://www.zoho.com"); | record.add_field_value(Field.Leads.website(), None); |
Custom Fields:
To manage custom fields using Python SDK:
a. Import the Record Class:
- from zohocrmsdk.src.com.zoho.crm.api.record import Record
- record = Record()
b. Assign Values to Custom Fields: The syntax for assigning values to standard fields uses the add_key_value method of the Record object:
- record.add_key_value("{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.add_key_value("Single_Line_Field", "Text Single Line 15"); | record.add_key_value("Single_Line_Field", None); |
textarea (multiline) string | record.add_key_value("Multi_Line_Field", "Text Multi Line Field"); | record.add_key_value("Multi_Line_Field", None); |
email string | record.add_key_value("Email_Field", "abc@zoho.com"); | record.add_key_value("Email_Field", None); |
phone string | record.add_key_value("Phone_Field", "9900000000"); | record.add_key_value("Phone_Field", None); |
picklist string | record.add_key_value("Pick_List_Field", Choice("Option 1")); | record.add_key_value("Pick_List_Field", None); |
multiselectpicklist JSON array | record.add_key_value("Multiselect_Field", [Choice("Option 1"), Choice("Option 2")]) | record.add_key_value("Multi_Select_Field", None); |
date string | record.add_key_value("Date_Field", datetime.date(2023, 6, 20)); | record.add_key_value("Date_Field", None); |
datetime string | record.add_key_value("Date_Time_Field", datetime.datetime(2023, 11, 20, 10, 00, 1)); | record.add_key_value("Date_Time_Field", None); |
integer (number) integer | record.add_key_value("Number_Field", 12); | record.add_key_value("Number_Field", None); |
currency (double) double | record.add_key_value("Currency_Field", 10.25); | record.add_key_value("Currency_Field", None); |
double double | record.add_key_value("Decimal_Field", 12.25); | record.add_key_value("Decimal_Field", None); |
percent double | record.add_key_value("Percent_Field", 12.25); | record.add_key_value("Percent_Field", None); |
bigint (long integer) string | record.add_key_value("Long_Integer_Field", 12345678); | record.add_key_value("Long_Integer_Field", None); |
boolean (checkbox) boolean | record.add_key_value("Checkbox_Field", True); | record.add_key_value("Checkbox_Field", None); |
website (URL) string | record.add_key_value("URL_Field", "https://www.zoho.com"); | record.add_key_value("URL_Field", None); |
lookup JSON Object | account =.Record(); account.set_id(3477061000023362051); record.add_key_value("Lookup_Field", account); | record.add_key_value("Lookup_Field", None); |
multiselectlookup JSON array | multi_select_list = [] record = Record() record.add_key_value("id", 44024800152) linking_record = Record() linking_record.add_key_value("MultiSelectLookup", record) multi_select_list.append(linking_record) record.add_key_value("MultiSelectLookup", multi_select_list) | multi_select_list = [] record = Record() record.add_key_value("id", 4402493052) linking_record = Record() linking_record.add_key_value("MultiSelectLookup", record) multi_select_list.append(linking_record) record.add_key_value("MultiSelectLookup", None) |
userlookup JSON object | user = MinifiedUser() user.set_id(3477061005791024) record.add_key_value("User_Field", user) | record.add_key_value("User_Field", None) |
multiuserlookup JSON array | multiuser = [] record = Record(); linking_record = MinifiedUser() linking_record.set_id(34770005791024) record.add_key_value("MultiUser", linking_record) multiuser.append(record) record.add_key_value("MultiUser", multiuser) | multiuser = [] record = Record() linking_record = MinifiedUser() linking_record.set_id(347700005791024) record.add_key_value("MultiUser", linking_record) multiuser.append(record) record.add_key_value("MultiUser", None) |
subform JSON array | subformList = [] subform = Record() subform.add_key_value("Name", "SDK") user1 = MinifiedUser(); user1.set_id(3477061000018959001) subform.add_key_value("User_Field", user1) subformList.append(subform) record.add_key_value("Subform_Field", subformList) | subformList = [] subform = Record() subform.add_key_value("Name", "SDK") user1 = MinifiedUser(); user1.set_id(3477061000018959001) subform.add_key_value("User_Field", user1) subformList.append(subform) record.add_key_value("Subform_Field", None) |
imageupload JSON array | image_upload = ImageUpload() image_upload.set_file_id__s("ae94shudf7") record.add_key_value("Image_Upload", [image_upload]) | image_upload = ImageUpload() image_upload.set_file_id__s("a184e4b87") record.add_key_value("Image_Upload", None) |
fileupload JSON array | fileDetails = [] fileDetail1 = FileDetails() fileDetail1.set_file_id__s("ed425d797bc"); fileDetails.append(fileDetail1) record.add_key_value("File_Upload", fileDetails); | fileDetails = [] fileDetail1 = FileDetails() fileDetail1.set_file_id__s("ed45d797bc"); fileDetails.append(fileDetail1) record.add_key_value("File_Upload", None); |
multi_module_lookup JSON Object | record1 = Record() record1.set_id(3477061000021552002) module = dict() module["id"] = "3477061000000002179" module["api_name"] = "Contacts" record1.add_key_value("module", module) record.add_key_value("Appointment_For", record1) | -- |
We hope that this series has helped you gain a deeper understanding of managing different field types in Zoho CRM using our Java, PHP and Python SDKs. In the next part of this series, we will discuss about managing fields using our remaining SDK offerings.
In the meantime, if you have any questions regarding field management with our SDKs, feel free to share them in the comments below, or send us an email at support@zohocrm.com. Your feedback is invaluable to us.
We appreciate you joining us on this learning journey. Stay tuned for more informative and developer-centric posts in our Kaizen series every Friday!
Recommended Reads:
- Assigning values to different field types using Zoho CRM SDKs - Part I
- Assigning values to different field types using Zoho CRM SDKs - Part II
- Zoho CRM SDKs
- Standard Modules and Fields
- Types of Custom Fields
- Working with Custom Fields
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