Kaizen #183 - COQL API's Enhancements in Zoho CRM API Version 7

Kaizen #183 - COQL API's Enhancements in Zoho CRM API Version 7

Hello everybody!

Welcome back to another post in our Kaizen series.
In this post, we will discuss the latest COQL API enhancements introduced in Zoho CRM Version 7.



COQL API

Query API lets you query for records based on queries using the CRM Object Query Language(COQL). COQL is based on the SQL query syntax, and supports the SELECT query to fetch records. Using this API, you can query for data across different modules that are linked using lookup fields. 

1. Enhanced Field Limits in the SELECT Clause

You can now retrieve up to 500 fields in a single query. Previously, the limit was 50. This allows you to fetch more data in a single request, reducing the number of API calls and improving performance.

Sample query:
{
  "select_query": "select Last_Name, Email, Phone, Industry, Revenue, ... (500 fields) from Leads where id is not null"
}

2. Enhanced Value Limits for IN and NOT IN Operators

The IN and NOT IN operators now support up to 100 values each, doubling the previous limit of 50. This enhancement allows for more comprehensive filtering in your queries. Users can now include a larger set of criteria in a single query, making it easier to retrieve your data without needing multiple queries.

Sample query for IN:
{
  "select_query": "select Account_Name from Accounts where Industry in ('IT', 'Finance', 'Healthcare', ... (100 values))"
}

Sample query for NOT IN:
{
  "select_query": "select Account_Name from Accounts where Industry not in ('IT', 'Finance', 'Healthcare', ... (100 values))"
}

3. Custom View support in COQL API

No more manual filtering! Simply use a custom view ID directly in the FROM clause. Retrieve custom view IDs using the Custom View API and include them in your queries to retrieve specific-custom view data.


Unsupported Custom Views
  • Custom View in Other Modules : The following custom views are not supported in any module.
    • Shared By Me
    • Co-owner
    • Shared To Me
In the Custom View API response for a module (e.g., Leads), search for the key "system_name". If the value matches any of the unsupported custom views (Shared By Me, Co-owner, Shared To Me), that view is not supported.

Example : Shared By Me

Key and Value Structure
 "system_name": "{module_name}SHAREDBYME" 
Example
"system_name": "LEADSSHAREDBYME"


COQL supports CVID in the following format: FROM {module_API_name}#{CVID}. 
See the sample query below for reference.

Sample query:
{
    "select_query": "select Lead_Status from Leads#5725767000000087501 WHERE id is not null"
}
//CVID: 5725767000000087501 - This is the Custom View ID in the Leads module.


4. Retrieve Corresponding Field Metadata via COQL

Need to retrieve field details? You can fetch both the required data and field metadata in a single query. Just add "include_meta" key to your query to retrieve field metadata. This key fetches metadata for the fields specified only in the SELECT column. Also, it eliminates making an additional GET - Fields Metadata API call to know the field metadata and save API credits.

Sample query:
{
    "select_query": "select Lead_Status, Phone from Leads where id is not null",
    "include_meta": [
        "fields"
    ]
}

Ensure you have the ZohoCRM.settings.fields.READ scope to avoid an OAUTH_SCOPE_MISMATCH error.

Sample Response:

{
    "data": [
        {
            "Lead_Status": "Attempted to Contact",
            "Phone": "555-555-5555",
            "id": "5725767000000420480"
        },
        {
            "Lead_Status": "Contact in Future",
            "Phone": "555-555-5555",
            "id": "5725767000000420481"
        },
        .
        .
        .
        
    ],
    "fields": {
        "Lead_Status": {
            "webhook": true,
            "operation_type": {
                "web_update": true,
                "api_create": true,
                "web_create": true,
                "api_update": true
            },
            "colour_code_enabled_by_system": false,
            "field_label": "Lead Status",
            "tooltip": null,
            "type": "used",
            "table_name": "CrmLeadDetails",
            "field_read_only": false,
            "required": false,
            "display_label": "Lead Status",
            "read_only": false,
            "association_details": null,
            "multi_module_lookup": {},
            "id": "5725767000000002611",
            "created_time": null,
            "filterable": true,
            "visible": true,
            "refer_from_field": null
             "auto_number": {}
        }
    },
    "info": {
        "count": 200,
        "more_records": true
    }
}


5. Field Limit Restriction in the ORDER BY Clause

The fields limit has been restricted in the ORDER BY clause. You can specify up to 10 fields in the ORDER BY clause for more precise sorting. Previously, there was no limit. This restriction helps improve query performance.

sample query:
{
    "select_query" : "select Last_Name from Leads where id is not null order by Lead_Source, Lead_Status, Email, ... (up to 10 fields)"
}

6. Duplicate fields restriction 

Duplicate fields are restricted in ORDER BY, GROUP BY, and AGGREGATE clauses. That is, if the same field is specified multiple times within the same clause, leading to unnecessary repetition and potential errors. This ensures cleaner and more accurate query results. Previously, this restriction applied only to the SELECT column. 

Bad query:
{
"select_query":"select id from Contacts where id is not null order by id,id"
}

Duplicate aggregate fields in a query will result in a "DUPLICATE_DATA" error in the response.

7. Retrieve territory information

You can now retrieve territory information from a module by including the territory field API name in the SELECT column. This is useful to understand where your data has been distributed in various geographical locations.

Sample query 1 :
{
  "select_query": "select Account_Name, Territories from Accounts where id is not null"
}

Sample query 2 :
{
 "select_query" : "select Territories, Account_Name.Territories from Contacts where id is not null" 
}

Sample response:

{
    "data": [
        {
            "Account_Name.Territories": [
                {
                    "name": "USA",
                    "id": "5725767000000454003"
                }
            ],
            "id": "5725767000000420261",
            "Territories": [
                {
                    "name": "China",
                    "id": "5725767000000454981"
                }
            ]
        },
        .
        .
        .
       
    ],
    "info": {
        "count": 174,
        "more_records": false
    }
}


Supported modules to retrieve territory details: Contacts, Accounts, Leads, and Deals.

Note: 
The territory field API names differ by module:
  • Accounts, Contacts, and Leads : Territories
  • Deals : Territory

8. "Full_Name" retrieval based on user preferences 

The full name can be retrieved based on the current user's display name pattern, as set in their preferences. This ensures that the full name format aligns with the user's settings.
The "Full_Name" field contains the concatenated values of the First_Name and Last_Name fields. This is a read-only field available only in the Leads and Contacts modules.

Sample query:
{
    "select_query": "select Full_Name from Contacts where id is not null"
}

9. Support for Multiple Modules in "what_id"

A Multi-Module Lookup (MML) field is a special type of lookup field that allows you to establish a relationship between a record in one module and records from multiple other modules. Unlike a standard lookup field that references a single module, an MML field can point to multiple module types.

Currently, an MML field is available in the Appointments module. The Appointment_For field is an MML field that can reference multiple modules, such as Leads and Contacts.

Sample query:
{
 "select_query": "select 'What_Id->Leads.Company','What_Id->Accounts.Account_Type' from Calls where id is not null"
}

9.1 Support to query Multi-module Lookup (MML)'s inner field

You can now retrieve inner fields of linked modules within the MML field. This provides deeper insights into related fields data in a module. 

For example, you can now query specific fields from a related module that is linked through a Multi-Module Lookup, making your data retrieval more precise and informative. 
{
 "select_query": "select 'Appointment_For->Contacts.Lead_Source' from Appointments__s where id is not null"
}
This query retrieves the Lead Source field from the Contacts module within the Appointment_For MML field. 

9.2 Support for Querying Multi-Module Lookup Module Name

Retrieve the module name associated with each record in a Multi-Module Lookup (MML) field. This helps in identifying the source module of the linked records, providing a better context for your data.

Sample query:
{
"select_query": "select Appointment_For.module.api_name, Appointment_For from Appointments__s where id is not null"
}
The Appointment_For.module.api_name returns the module name (e.g., Contacts or Accounts) for each record linked in the Appointment_For MML field.

10. Retrieving Consent-Related Information

You can now retrieve consent-related information using the Consents Lookup fields in a module. This is particularly useful for GDPR compliance, ensuring you have consent records.
For more details, refer to the Consent Management documentation. This is particularly useful for GDPR compliance, ensuring you have all necessary consent information.

Note:
  • Once GDPR is enabled and configured for a module, a new Data Processing Basis Details field will be created in the respective module with the data type consent_lookup ("data_type": "consent_lookup").
  • You can retrieve the Data Processing Basis Details field created in the module using the GET Fields Metadata API. 
  • To know all available fields in the Consents module, make another GET Fields Metadata API call.
Sample query:
{
"select_query": "select Data_Processing_Basis_Details.Contact_Through_Survey, Data_Processing_Basis_Details.Data_Processing_Basis from Leads where Data_Processing_Basis_Details is not null"
}

11. Enhanced Lookup Field Response 

Previously, when a lookup field was included in the SELECT column JOIN, only the lookup field’s ID was displayed. From V7, the corresponding display field value is also provided. Now, when you specify a lookup field in the SELECT column, the response includes the id of the Lookup record ID and the display field value of the lookup record. 

This eliminates the need for an additional SELECT column JOIN to fetch the display value (e.g., Owner.last_name).

Sample query:
{
"select_query" : "select Owner from Accounts where id is not null"
}


Sample response
                                               V6
                                      V7      
{
    "data": [
        {
            "Owner": {
                "id": "5725767000000411001"
            },
            "id": "5725767000000420169"
        },



        {
            "Owner": {
                "id": "5725767000000411001"
            },
            "id": "5725767000000420170"
        },
        .
        .
        .
    ],
    "info": {
        "count": 23,
        "more_records": false
    }
}
{
    "data": [
        {
            "Owner": {
                "name": "Boyle",
                "id": "5725767000000411001"
            },
            "id": "5725767000000420169"
        },


        {
            "Owner": {
                "name": "Kate",
                "id": "5725767000000411482"
            },
            "id": "5725767000000420170"
        },
        .
        .
        .
    ],
    "info": {
        "count": 23,
        "more_records": false
    }
}


Note:
  • If you query the Users lookup field in the SELECT column, the corresponding record’s last name (display field) will be displayed in the name key of the corresponding lookup JSON (e.g. Owner) response, from V7. 
  • Display field value will not be available for Consent Lookup and Multi-Module Lookup (MML) fields.

12. Increasing "Profile Image" field comparators

The Profile Image field now supports additional comparators.

                                                                         V6
                                    V7
      is null, is not null
 is null, is not null, =, !=, in, not in, like, not like

You can use a record image's ID to fetch related data. For example, if you only have a record image's ID and want to retrieve the respective record's last name, you can include the record image ID in your query. 
Refer to the COQL document for more details.

Sample query:
{
 "select_query" : "select Record_Image from Leads where Record_Image = 'siwz79472749456ff433f8b88d0a795ae9855' " 
}

13. Enhanced "Rollup Summary" field comparators

The Rollup Summary field now supports additional comparators, making it easier to filter and analyze your data with more precision.
                                                                                              V6                                                     V7
   is null, is not null
 =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null

Sample query:
{
 "select_query" : "select Last_Name from Leads where Total_Calls between 5 and 10"
}

13.1 Enhanced response for the Date and Datetime return types of the Rollup Summary 

The Date and Datetime return types in the Rollup Summary field are now provided in ISO date and ISO datetime formats based on the user's time zone.

Sample query:
{
"select_query": "select Last_Note_Added from Leads where id is not null"
}

Response
                                                 V6                                       V7
{
    "data": [
        
        {
            "Last_Note_Added": "1721302770000",
            "id": "5725767000003160016"
        },
        .
        .
        .
        
    ],
    "info": {
        "count": 200,
        "more_records": true
    }
}   

{    
"data": [
        
        {
             "Last_Note_Added": "2024-07-04T03:49:48-07:00",
            "id": "5725767000003160016"
        },
        .
        .
        .
        
    ],
    "info": {
        "count": 200,
        "more_records": true
    }
}    

14. Enhanced LIMIT and OFFSET Value Limit

You can now retrieve up to 100,000 records using pagination with the LIMIT and OFFSET clauses. This significantly increases the amount of data you can handle in a single query, making it easier to work with large datasets. Previously, the maximum limit was 10,000. For the next set of records, add another criteria id > {1,00,000th record ID} with the "AND" operator, and go on to fetch the next 1,00,000 records.

Sample query:
{
"select_query" : "select Last_Name, Created_Time from Leads where (Last_Name is not null and id > 5725767000003160016)"
}


15. Enhanced JOIN Support Limit

Base Column JOIN
If a query contains any lookup_field.{any_field} in any clause other than the SELECT column such as ORDER BY, GROUP BY, or AGGREGATE columns, then it will be treated as Base JOIN. The Base JOIN support limit has been increased from two to five. This enhancement enables more complex queries across multiple modules, improving data retrieval flexibility.

Sample query: 
{
 "select_query" : "select id from Contacts where id is not null order by Owner.role, Created_By.profile"
}

Refer to the Base JOIN section in the COQL API document for more details. 

15.1 Introducing the SELECT Column JOIN

A new SELECT column JOIN has been introduced, with a maximum limit of 15.

Advantages of SELECT Column JOIN
  • If a lookup field is included in the SELECT column and another lookup field is used in the Base column JOIN, they will be treated as separate JOINs. This ensures that the SELECT column JOIN does not affect the Base JOIN.
  • Previously, when two lookup fields in the SELECT pointed to the same module (e.g., Users), they were treated as separate JOINs. From V7, they are now considered a single JOIN, optimizing query performance and reducing redundancy.

Sample query:
{
"select_query" : "select Owner.last_name, Created_By.role from Contacts where id is not null"
}

Refer to the JOINs in COQL Queries for more details on both the JOINs.

16. Subquery in COQL

A subquery support has been given in COQL. A subquery is a child query that is nested or embedded within a parent query i.e., outer query. Subqueries can be used as an alternative to JOINs in a query. Use subqueries when a JOIN field is only needed in the criteria, i.e., in the WHERE clause. The primary reason for using subqueries is to improve performance by saving time and memory.  

Sample query:
{
"select_query" : "select Lead_Source,Email from Leads where Contacts in (select id from Contacts where Email='patricia@mail.com')"
}
You can retrieve up to 100 records per subquery in a single query. A maximum of 5 subqueries can be queried in a parent query. 
Refer to the Subquery documentation for more details. A detailed post on Subquery will be covered in an upcoming Kaizen post.


We trust that this post meets your needs and is helpful. Let us know your thoughts in the comment section or reach out to us at support@zohocrm.com.

Stay tuned for more insights in our upcoming Kaizen posts! 






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                                                                                                                We’re excited to introduce a new enhancement to the Offer module that brings more clarity and accountability to every withdrawn offer. The Withdrawal Reason update ensures that each withdrawal — manual or automatic — is backed by a clear explanation,

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                                                                                                                Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3

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                                                                                                                Dear Team, Zoho CRM is quite robust CRM but till date i was waiting for the feature of having GPS tracking of Sales employees which is a common demand by all customers for thier field sales executives. We cover them by saying that CRM provides Checkin

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                                                                                                                Recently Zoho added the ability to markup text within notes. That way, users can change font size, colors, etc. It's a great change. However, since the change, reports that include a column for "Note Content" are printing HTML tags within the report.

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                                                                                                                Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the

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                                                                                                                Is it possible to show completed appraisals on each employee's "Employee Information" page? I would presume at the bottom - similar to the "Related Lists" concept in Zoho CRM. Obviously view access would be limited to employee and appropriate other roles

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                                                                                                                Hello all!! Welcome back to the follow-up Kaizen post of Kaizen #219: Actions API - Webhooks APIs - Part 1. In the previous week, we covered how to configure a basic Webhook and how to include Headers, Body, and URL Parameters using both the POST Webhook

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                                                                                                                Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get the

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                                                                                                                Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,

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                                                                                                                Hello everyone! We're happy to announce that users can now integrate Zoho Books with the latest version of Bigin's iOS app. Zoho Books can be integrated with Bigin only via the web application. Users can view the Zoho Books tab in the detail pages of

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                                                                                                                I'm trying to create an integration between HubSpot CRM and Zoho Creator with HubSpot being the push source (if a contact is created or updated in HubSpot, it pushes the information to Zoho Creator). I have two questions: 1- Is it best to use Zoho Flow

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                                                                                                                Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due

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                                                                                                                Hello everyone, As part of our ongoing effort to improve user experience, we are excited about the accessibility controls and predefined accessibility personas added in the Help Center, similar to what is already available in Zoho Desk. Help Center users

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                                                                                                                Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency

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                                                                                                                Good day, all, I would like to know whether others share my frustration with some of Zoho's limitations. Don't get me wrong, I like Desk (and I also have a subscription for Analytics), I have been with them for close to 10 years, and unfortunately, I

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                                                                                                                Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature

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                                                                                                                Hello Team, I am facing a repeated issue in Zoho POS while saving a sale that contains service-based items. My products are intentionally created as Service (Non-Inventory) items because I do not want to track stock for them. However, every time I try

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                                                                                                                when i copy paste text it gets highlighted. Fix this.  WTF is with this black highlight ? Fix copy pasting. Some people pay for using this mail service. 

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                                                                                                                "Why does this month's billing feel messy again?" That was the exact line Priya muttered while staring at the spreadsheet full of edited pricing, one-off discounts and mismatched subscription details. Her business was growing, but the pricing machine

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                                                                                                                Hi, Is it possible to publish a job opening to LinkedIn (paid job slots) if creating a job opening via api / deluge function? Or is the user required to manually publish via the job boards process? Many Thanks Adrian

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