Kaizen #40 - System-defined fields and their default values in Leads #API
Hello everyone!
Welcome back to another post in the Kaizen series!
This week, we will discuss the system-defined fields and their default values in the Leads module in Zoho CRM.
We will cover the following in this post:
- System-defined non-mandatory fields and their default values
- System-defined mandatory fields
What are the system-defined fields in a module?
The fields that are available by default in a module, are system-defined fields. You can choose to set values to these fields, or the system assigns the default value for applicable fields.
How can you find which fields are system-defined?
Use the Fields Metadata API. The response contains all the fields available in that module for your org.
The boolean value of the key custom_field indicates whether the field is system-defined or a custom field in that module. The value "true" indicates that the current field is a custom field, and the value "false" indicates that the current field is a system-defined field.
System-defined mandatory fields
Few system-defined fields are mandatory. If left unspecified, the system throws the MANDATORY_NOT_FOUND error.
The boolean value of the key system_mandatory indicates whether the field is mandatory in that module. The value "true" indicates that the current field is a system-defined mandatory field, and the value "false" indicates that the current field is not a system-defined mandatory field.
Note
We cannot modify the properties of a few system-defined fields. Ex: Last_Name in Leads.
Fields Metadata API for the Leads Module
Sample Request
Request URL: {{api-domain}}/crm/v2/settings/fields?module=Leads
Request Method: GET
Sample Response
{ "fields": [ { "system_mandatory": false, "webhook": true, "json_type": "jsonobject", "crypt": null, "field_label": "Lead Owner", "tooltip": null, "created_source": "default", "field_read_only": true, "display_label": "Lead Owner", "read_only": false, "association_details": null, "businesscard_supported": true, "multi_module_lookup": {}, "currency": {}, "id": "949200000000000553", "custom_field": false, "lookup": {}, "visible": true, "length": 120, "view_type": { "view": true, "edit": true, "quick_create": false, "create": true }, "subform": null, "api_name": "Owner", "unique": {}, "data_type": "ownerlookup", "formula": {}, "decimal_place": null, "mass_update": false, "multiselectlookup": {}, "pick_list_values": [], "auto_number": {} }, { "system_mandatory": false, "webhook": true, "json_type": "string", "crypt": null, "field_label": "Company", "tooltip": null, "created_source": "default", "field_read_only": false, "display_label": "Company", "read_only": false, "association_details": null, "quick_sequence_number": "1", "businesscard_supported": false, "multi_module_lookup": {}, "currency": {}, "id": "949200000000000555", "custom_field": false, "lookup": {}, "visible": true, "length": 100, "view_type": { "view": true, "edit": true, "quick_create": true, "create": true }, "subform": null, "api_name": "Company", "unique": {}, "data_type": "text", "formula": {}, "decimal_place": null, "mass_update": true, "multiselectlookup": {}, "pick_list_values": [], "auto_number": {} }, { "system_mandatory": true, "webhook": true, "json_type": "string", "crypt": null, "field_label": "Last Name", "tooltip": null, "created_source": "default", "field_read_only": false, "display_label": "Last Name", "read_only": false, "association_details": null, "quick_sequence_number": "3", "businesscard_supported": false, "multi_module_lookup": {}, "currency": {}, "id": "949200000000000559", "custom_field": false, "lookup": {}, "visible": true, "length": 80, "view_type": { "view": false, "edit": true, "quick_create": true, "create": true }, "subform": null, "api_name": "Last_Name", "unique": {}, "data_type": "text", "formula": {}, "decimal_place": null, "mass_update": false, "multiselectlookup": {}, "pick_list_values": [], "auto_number": {} }, { "system_mandatory": false, "private": null, "webhook": true, "json_type": "jsonobject", "crypt": null, "field_label": "Related Users", "tooltip": null, "created_source": "default", "field_read_only": false, "display_label": "User", "read_only": false, "association_details": null, "businesscard_supported": false, "multi_module_lookup": {}, "currency": {}, "id": "4150868000000625001", "custom_field": true, "lookup": {}, "visible": true, "length": 50, "view_type": { "view": true, "edit": true, "quick_create": false, "create": true }, "subform": null, "api_name": "User", "unique": {}, "data_type": "userlookup", "formula": {}, "decimal_place": null, "mass_update": false, "multiselectlookup": {}, "pick_list_values": [], "auto_number": {} }, ... ] } |
System-defined non-mandatory fields and their default values
The following table gives the list of all the system-defined non-mandatory fields in the Standard Layout of the Leads module.
Field API Name | JSON Type | CRM Data Type | Default Value |
Owner | JSON Object | Lookup | Name and ID of the current user |
Company | String | Single Line | null |
First_Name | String | Single Line | null |
Salutation | String | Picklist | None |
Email | String | Email | null |
Full_Name | String | -- | null |
Phone | String | Phone | null |
Mobile | String | Phone | null |
Designation | String | Text | null |
Lead_Status | String | Picklist | null |
Fax | String | Phone | null |
Website | String | URL | null |
Lead_Source | String | Picklist | null |
No_of_Employees | Integer | Number | null |
Industry_Type | String | Picklist | null |
Rating | String | Picklist | None |
Tag | JSON Array | -- | null |
Annual_Revenue | Double | Currency | null |
Created_By (not editable) | JSON Object | -- | Name and ID of the current user |
Email_Opt_Out | Boolean | Checkbox | false |
Skype_ID | String | Single Line | null |
Modified_By (not editable) | JSON Object | -- | Name and ID of the user who last modified the record last |
Created_Time (not editable) | String | -- | The date and time at which the record was created |
Secondary_Email | String | Email | null |
Modified_Time (not editable) | String | -- | The date and time at which the record was last modified |
Twitter | String | Single Line | null |
Last_Activity_Time (not editable) | String | -- | The date and time at which the record was used last |
Converted_Date_Time | String | -- | The date and time at which the lead or quote was converted |
Street, City, State, Zip_Code, Country | String | Single Line | null |
Description | String | Multi-line | null |
Record_Image | String | -- | null |
You can refer to the Sample Attributes section of our Insert Records API for an example on adding values to the above fields.
System-defined mandatory field for the Leads module:
Field API Name | JSON Type | CRM Data Type | Default Value |
Last_Name | String | Single Line | Not applicable |
Note
- In the Fields Metadata API, the value true for the key "field_read_only" indicates that it is read-only always.
- The value true for the key "read_only" indicates that the key is read-only for the viewing user's profile. You can set the properties of such fields based on the profile. A user without the desired profile cannot edit these fields through an API.
- You cannot modify the properties of system-defined mandatory fields in any module.
- You can choose to alter the properties of the system-defined(non-mandatory) or custom fields in standard/custom layouts. The details of all the fields in all the layouts will be retrieved in the fields metadata API response.
- You can also choose to set default values for fields with CRM field types—picklist, multi-select picklist, and checkbox.
We hope you found this post useful. Write to us at support@zohocrm.com if you have any questions, or let us know in the comment section.
Cheers!
Previous 'Kaizen' - Deals #API
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