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
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Sneha Sridharan
Jeremy Nagel - www.smooth.tel
Kevin Flynn
Sticky Posts
Client Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! CommandsKaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using ClientKaizen#162 : Add Tags and Open Pre-filled Email Drafts via Client Scripts
Hello everyone! Welcome to another informative Kaizen post. In this post, let us see how to accomplish the following using Client Script. 1. How to auto-tag a record based on field update? 2. How to Open a pre-filled email draft This post will provideExtension Pointers - JS SDK series #4: Managing data from a widget using ZOHO.CRM.HTTP
Handling and managing the data between two applications is a major factor for an efficient business. There are a variety of ways to handle data between Zoho CRM and other third-party applications. You can use deluge CRM tasks, create connectors, use APIKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
2 serial numbers for 1 item (Mac address and Serial number)
There is a way to track 2 serial number type for 1 Item. Ex: Some electronic devices have a MAC address and a serial number. I need to track those 2 numbersHolidays
Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and weDelete a department or category
How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.Remove or hide default views
I'm looking to only have the views pertinent to my organization. Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...Analytics Module: Can you move items from one dashboard to another?
Is there a way to move items from one dashboard to another? I want to rearrange my dashboard now that I know what i'm doing but i don't want to remake my various widgets? Edit: Hey Zoho, This would be a good feature: to be able to move/copy widgets toCopy Widget to another Dashboard
I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?Is there a way to print the dashboard?
I would like the capability of printing the dashboard - is that possible?Custom Deal Name in Lead Conversion Mapping
I know there are ways to change the name of a Deal after conversion using a custom function, so no need to repost that information. I would like to see the CRM Improved with Deal Name Customisation and I think the Lead Conversion Mapping page would beIntroducing Record Summary: smarter insights at your fingertips
Hello everyone, Building on the recent launch of Zoho's in-house Zia Large Language Model (Zia LLM)—a major milestone in Zoho CRM’s AI capabilities—we’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia LLM to simplifySuppress "spreadsheet will not be saved" message on published sheet
I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheetMissing "Email Authentication" tab
Backstage is alerting users about "Unauthenticated Domains" with a large prompt in the backend. It adds a link to learn more. On this tutorial page, it shows where to find the "Email Authentication" tab in this screenshot. However, in our Backstage, thatShow item Cost value on Item screen
The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the itemIntegration with Moodle
Greetings, I hope find all doing well and safe. I've recently returned to using Zoho Flow after a break and was hoping to connect my WooCommerce store with Moodle, the world's most widely used learning management system. My goal was to automatically enrollHow to Record Loan with interest
I have received loans from friend he give me like 2 loans so far one is one year repayment and one short, how to properly record his payment, and repayment and give him statement for each loan he give meTask status - completed - other options
I have a dumb question I know i can make custom statuses for the tasks - but is there anyway to make additional "completed" statuses like for instance if i have a task "call back customer" and i leave a vm for them to call back marking it "completed -Task module and related-to field
In modules other than the Task Module I can add several lookup fields to provide a variety of relationships. In the Task module lookup fields are not available. There is only one "related to" field which I want to use for Company. But I want to relateAdd Lookup Field in Tasks Module
Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).migrating from Zoho Invoices (CRM) to Zoho Books
Good day, I was wondering if there was a easy way to migrate all the quotes and invoices from Zoho Invoices CRM to Zoho Books. We plan to move to using Zoho Books in a few weeks and would like to have all the quotes and invoices from the past 3 yearsZoho MA and Custom Module
I am trying to create a sync between Markting Automation and Zoho CRM. I am mapping a custom module from the CRM. The custom module has email field mobile phone field However I cannot finish the integration since the system keeps asking me for email orWhen is partial reimbursement going to be launched?
Hi there. I saw somewhere that the partial reimbursement feature is in the work. What is the update and ETA of that? Our clients and prospects have been asking us and we agree that that is an important feature to have.Year-End Wrap: Declutter Your Inbox Using Email Filters
Ping!—an email drops in. And another. And another! It's finally that time of the year when your inbox will be bursting with messages from team members, clients, and marketing agents, leaving you feeling overwhelmed and distracted. Sounds familiar? NowUnified Notes View For Seamless Collaboration
To facilitate better coordination among different departments and team members, the notes added to a record can now be accessed in all its associated records. With this, team members, from customer service representatives to field technicians, can easilyQ4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveragingFormula fields - Request for dynamic recalculation / proper implementation
Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved. As an example: I have a formulaItems attribute questions
Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on theOrganize and Track Phases with Phase Custom Views
Phase Custom Views let you filter and display phases based on specific criteria. This helps you focus on what’s most relevant for you and your team. Filter phases using criteria such as budget, status, and more. Share views with specific users or teamsRecord Asset Received as Payment
How exactly would you account for this in books? For example, I receive a mini computer for a review and I get to keep it after the video is published. Would debit my normal asset account (e.g. Computers) and credit an income account (e.g. Other Income).Invoice Line Item Report
Is it possible to run an 'Invoice Line Item Report'? The 'Invoice Details Report' shows one row per invoice. I would like one row per Invoice Line Item.Transform Your Customer Support with AI-Powered Chatbots in Zoho SalesIQ
Ever wondered how some companies seem to have superhuman customer support? Let's uncover their secret! In the digital age, customer expectations are skyrocketing. Did you know that according to McKinsey, 75% of consumers expect a response within fiveProgressive Invoicing
Progressing invoicing is needed for many industries. It would be great to see it implemented into Zoho Books as well. Set up and send progress invoices in QuickBooks Desktop (intuit.com)Client Script - mapping data from different module
Dear ZOHO Team Firstly I need to describe the need - I need to have data from Contacts module based on lookup field - the 5 map limit is not enough for me because I have almost 20 fields to copy So I have decided to make a Customer Script - and from unknownDORA compliance
For DORA (Digital Operational Resilience Act) compliance, I’ll want to check if Zoho provides specific features or policies aligned with DORA requirements, particularly for managing ICT risk, incident reporting, and ensuring operational resilience inFiles Uploaded to Zoho WorkDrive Not Being Indexed by Search Engines
Hello, I have noticed that the files I upload to Zoho WorkDrive are not being indexed by search engines, including Google. I’d like to understand why this might be happening and what steps I can take to resolve it. Here are the details of my issue: FileZoho Creator Upcoming Updates - December 2024
Hi all, We're excited to be back with the latest updates and developments on the Creator platform. Here's what we're going over this month: Deluge AI assistance Rapid error messages in Deluge editor QR code & barcode generator Expandable RTF and multiCustomer can't comment on SO or Invoice
Hi I just saw that my customers are not able to submit a comment either on invoices or sales order. What happens if my customer hits submit is just nothing. only a red line appears on top of the page which probalby indicates an error. I'm not able toZoho Creator customer portal limitation | Zoho One
I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)See Calendar When Creating Meetings On Record Page
It would be a great user experience to see you calendar while you are creating a meeting on a record page. Here is how I imagine it could look:Saved filters, layout rule support, related list quick navigation, and more
Hello Everyone, We're excited to share some new features and enhancements in the Zoho CRM iOS and Android apps that will improve your mobile experience. These updates will make your CRM journey more efficient and user-friendly. Here's a look at what'sPower of Automation: Automatically send an email to all portal users with today's list of Open tasks.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-Introduction of Robotics Process Automation in Zoho products
It will be great if Zoho can start advancing from automation to robotics process automation. For a start, it can be started with smart document understanding. Provide OCR engines Google cloud, Microsoft Azure Computer vision OCR, Microsoft OCR, OmnipageNext Page