Kaizen #50 - Deals Metadata #API
Hello everyone!
Welcome back to another post in the Kaizen series!
This week, we will discuss the Metadata API for the Deals module and explain every key in the response.
What are metadata?
Metadata are the additional information about a record's data or a module. For instance, the metadata of the Deals module comprises details like related list properties, whether the module is visible to the current user, whether the module can be accessed via API, and so on.
You can fetch the metadata of a module through the Module Metadata API.
Request URL: {api-domain}/crm/v2/settings/modules/module_API_name
Request method: GET
Sample response
Now, let us see the details of every key in the response.
Key | Data Type | Description |
global_search_supported | Boolean | Represents whether the records of the module are searchable globally (along with other modules). |
kanban_view | Boolean | Represents if the current view of the module's records is Kanban. |
deletable | Boolean | Represents if the current user can delete records from the module. |
description | String | Represents the description of the module. |
creatable | Boolean | Represents if the current user can create records in the module. |
filter_status | Boolean | Represents if the current custom view has additional filters applied. |
inventory_template_supported | Boolean | Represents if the module supports the usage of the inventory module templates. |
modified_time | DateTime (ISO 8601) | The date and time (in the current user's time zone) at which the module's properties were last modified. |
plural_label | String | The plural label of the module's name. |
presence_sub_menu | Boolean | Represents if there is a sub-menu for the module. |
triggers_supported | Boolean | Represents if the module supports triggers from custom buttons, workflows, approval etc. |
id | String | The unique ID of the module. |
isBlueprintSupported | Boolean | Represents if the module can participate in the blueprint process. |
related_list_properties | JSON Object | Represents the fields and the order they have to be displayed in, when this module is a related list in any other module. |
$properties | JSON Array | Represents the properties that the records of this module hold when they are involved in processes like approval, review etc. You receive the values of the fields in this array when you fetch a record from this module. Refer to our earlier post on $properties for details. |
per_page | Integer | Represents the number of records that are displayed per page in the UI. |
visibility | Integer | Represents the visibility of the module to the current user. 1 - The module is visible 0 - The module is hidden -1 - The module is unavailable/hidden by the system itself due to the downgrading of the plan. |
convertable | Boolean | Represents if the module's records can be converted into another module's records. For example, a lead can be converted to a contact, account or deal. |
editable | Boolean | Represents if the current user can edit the records in this module. |
emailTemplate_support | Boolean | Represents if the module supports the usage of the email templates. |
profiles | JSON Array | Represent the name and ID of the profiles that have the permission to access this module. |
filter_supported | Boolean | Represents if the module supports custom filters besides the system-defined ones in a custom view. |
display_field | String | Represents the data of the field that must be populated when a field of this module is a lookup field in another. |
search_layout_fields | JSON Array | Represents the fields you receive in the response when you search for the records of this module. |
kanban_view_supported | Boolean | Represents if this module's records can be viewed in the kanban view. |
show_as_tab | Boolean | Represents if you can view this module as a tab in the UI. |
web_link | URL | Represents the link you specified while creating a web tab. |
sequence_number | Integer | Represents the position of this module on the list of tabs in the UI. |
singular_label | String | Represents the singular label of the module's name. |
viewable | Boolean | Represents if the current user can view the records of this module. |
api_supported | Boolean | Represents if you can perform CRUD operations on the records of the module through the APIs. |
api_name | String | Represents the API name of the module. |
quick_create | Boolean | Represents if you can create records in this module from the Quick Create page. |
modified_by | JSON Object | The name and ID of the user who last modified the properties of the module. |
generated_type | String | Represents if the module was created by default, as custom or linking module, as a web tab, or a subform. |
feeds_required | Boolean | Represents if the module is given in feeds preference in the Feeds page in Zoho CRM. |
scoring_supported | Boolean | Represents if the records of the module qualify for the scoring process, if there is one. |
webform_supported | Boolean | Represents if the records in the module can be created via web forms. |
arguments | JSON Array | Represents the arguments you pass while opening a web tab. |
module_name | String | The name of the module. |
business_card_field_limit | Integer | Represents the number of fields you can have in the business card details. Note: Business card details are displayed on the "Details View" page of a record. This is also the information shown when you hover over a lookup field. |
custom_view | JSON Object | Represents the details of the current custom view of the current user. |
parent_module | String | Represents the API name of the parent module of this module. For example, the parent module for Calls, Tasks, and Meetings is Activities. |
We hope you found this post useful. Please write to us at support@zohocrm.com if you have any questions, or let us know in the comment section.
Cheers!
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