Kaizen #81 - COQL API - Part II
Hello everyone!
Welcome to another week of Kaizen!
In continuation to last week's post on COQL API, we will discuss the rest of the field types and their supported operators with detailed examples in this post.
Supported field types and Operators
Please refer to the COQL API - Part I Kaizen post for the first three field types and their supported operators.
4) Boolean
The supported operator for Boolean field is =. You should provide the value as either true or false.
Sample Query
{ "select_query" : "select Product_Name, Product_Code from Products where Product_Active = 'false' limit 2" } |
This sample query selects the Product_Name and Product_Code fields from the Products module where Product_Active is false, and limits the result to only 2 records.
Sample Response:
{ "data": [ { "Product_Code": "SR-001", "Product_Name": "Sigma", "id": "4876876000001036109" }, { "Product_Code": "SR-003", "Product_Name": "Alpha", "id": "4876876000001039006" } ], "info": { "count": 2, "more_records": false } } |
what_Id support in COQL
=, !=, in, not in, is null, is not null are the supported operators. what_Id support is extended only to Tasks, Calls and Events. The what_Id field could be a lead or a contact.
Sample Query
{ "select_query": "select 'What_Id->Leads.Last_Name' from Tasks where (('What_Id->Leads.id' in ('4876876000000900134','4876678000000900987')) AND ('What_Id->Leads.Industry' != 'ERP'))" } |
This sample query queries for the last name of leads associated with tasks where the lead ID is either '4876876000000900134' or '4876678000000900987', and the lead's industry is not 'ERP'.
Sample Response:
{ "data": [ { "What_Id->Leads.Last_Name": "Perry", "id": "4876876000001103044" } ], "info": { "count": 1, "more_records": false } } |
Roles and Profiles support in COQL
COQL supports roles and profiles lookup fields, allowing users to retrieve the owner's profile details such as ID, name etc, and the owner's role details using COQL queries. The supported comparators are =, !=, in, not in, is null, is not null.
Sample Query
{ "select_query": "select Owner.role.id,Owner.role.name,Owner.role.reporting_to, Owner.role.share_data_with_peers, Owner.role.description, Owner.profile.id from Leads where Last_Name is not null LIMIT 1" } |
This query fetches the Profile details and Role details of the owner of one record from the Leads module.
Sample Response:
{ "data": [ { "Owner.role.reporting_to": null, "Owner.profile.id": "4876876000000026011", "Owner.role.name": "CEO", "Owner.role.description": "crm.security.role.admin.desc", "Owner.role.share_data_with_peers": true, "Owner.role.id": "4876876000000026005", "id": "4876876000000333403" } ], "info": { "count": 1, "more_records": true } } |
Alias support
Supported operators : =, !=, in, not in, is null, is not null
Alias support in COQL allows users to simplify complex SELECT field names by giving them custom names or aliases. Using aliases in the SELECT column and ORDER BY class can make column names easier to understand and remember. For instance, What_Id->Leads.Last_Name from our previous example can be given an alias in the SELECT query as follows.
Sample Query
{ "select_query": "select 'What_Id->Leads.Last_Name' AS 'Lead Name' from Tasks where (('What_Id->Leads.id' in ('4876876000000900134','4876678000000900987')) AND ('What_Id->Leads.Industry' != 'ERP'))" } |
Sample Response:
{ "data": [ { "id": "4876876000001103044", "Lead Name": "Perry" } ], "info": { "count": 1, "more_records": false } } |
If you compare this response with the sample response in the what_Id section above, you can see that the key 'What_Id->Leads.Last_Name' is replaced with the Alias 'Lead Name' in here.
Aggregate Function Support in COQL
Aggregate functions in COQL allow you to perform calculations on groups of records in a module. The available aggregate functions include SUM, MIN, MAX, AVG, and COUNT.
1. SUM
Use this function to sum up the values of an aggregate field in a module.
Sample Query 1
{ "select_query":"select SUM(Grand_Total) from Quotes WHERE Quote_Stage = 'Draft' " } |
This Query uses the SUM function to calculate the total value of the Grand_Total field for all quotes in the Draft stage in the Quotes module.
Sample Response:
{ "data": [ { "SUM(Grand_Total)": 1073660 } ], "info": { "count": 1, "more_records": false } } |
Sample Query 2
{ "select_query": "select SUM(Grand_Total), Account_Name.Account_Name AS 'Account Name', Billing_Country from Invoices where ((Status != 'Paid') and ((Billing_Country ='USA') OR (Billing_Country = 'Canada'))) GROUP BY Account_Name.Account_Name, Billing_Country ORDER BY 'Account Name' ASC" } |
This query retrieves the total SUM of the Grand_Total field, along with the Account_Name and Billing_Country from the Invoices module for those records whose Status field is not equal to 'Paid' and the Billing_Country field is either 'USA' or 'Canada'. The results are grouped by the Account_Name and Billing_Country fields and ordered in ascending order based on the 'Account Name' field.
Note that the 'Account Name' field is specified using the AS keyword to provide an alias for the Account_Name.Account_Name field. We have used the alias for the ORDER BY clause.
Sample Response:
{ "data": [ { "Account Name": "SR Systems", "Billing_Country": "USA", "SUM(Grand_Total)": 2430000 }, { "Account Name": "SR Systems", "Billing_Country": "Canada", "SUM(Grand_Total)": 60000 }, { "Account Name": "Zylker systems", "Billing_Country": "Canada", "SUM(Grand_Total)": 378000 } ], "info": { "count": 3, "more_records": false } } |
The response JSON contains the SUM of the Grand_Total fields, Account Name and Billing_Country for each unique combination of Account Name and Billing Country fields that satisfies the filter criteria specified in the query.
2. MAX
Use this aggregate function to find the largest value of a field in a module.
Sample Query
{ "select_query": "select MAX(Amount) AS 'Maximum Deal Amount', Account_Name.Account_Name from Deals where ((Stage = 'Closed Won') AND (Type = 'Existing Business')) Group by Account_Name.Account_Name" } |
This Query selects the maximum Deal Amount for each account from the Deals module where the stage is Closed Won and the type is Existing Business.
Sample Response:
{ "data": [ { "Maximum Deal Amount": 6750000, "Account_Name.Account_Name": "Benton" }, { "Maximum Deal Amount": null, "Account_Name.Account_Name": "King" }, { "Maximum Deal Amount": 945000, "Account_Name.Account_Name": "Morlong Associates" } ], "info": { "count": 3, "more_records": false } } |
3. MIN
Use this aggregate function to find the smallest value of a field in a module. For example, you can use this function to find the Lowest Annual Revenue in the Leads module.
Sample Query: 1:
{ "select_query": "select MIN(Annual_Revenue) from Leads where Annual_Revenue is not null" } |
Sample Response:
{ "data": [ { "MIN(Annual_Revenue)": 348.3 } ], "info": { "count": 1, "more_records": false } } |
4. AVG
Use this aggregate function to find the average value of a field in a module.
Sample Query
{ "select_query": "SELECT AVG(Amount) AS 'Average Deal Amount' FROM Deals WHERE Type = 'New Business'" } |
This query calculates the average deal amount for all new business deals in the "Deals" module.
Sample Response:
{ "data": [ { "Average Deal Amount": 877366.8359999999 } ], "info": { "count": 1, "more_records": false } } |
5. COUNT
Use this aggregate function to count the number of records in a module satisfying a certain criteria. You can use this aggregate function only for number, lookup, and picklist fields.
Sample Query:
{ "select_query": "SELECT COUNT(Product_Category) FROM Products WHERE Product_Active = 'false'" } |
This sample query queries for the total number of inactive products in the Product module. Please be aware that if there are any products with no value for the product category field, they will not be included in the count.
Important points to remember
- COQL keywords are not case-sensitive.
- To prevent ambiguity, the criteria listed in the WHERE clause must be properly enclosed in brackets. If WHERE has more than two criteria such as A, B, and C, use them as either of the following:
- (A and (B and C))
- ((A and B) and C)
- A and (B and C)
- (A and B) and C.
- COQL supports only SELECT queries with WHERE, FROM, ORDER BY, LIMIT, and OFFSET clauses and aggregate functions SUM(), MAX(), MIN(), AVG(), and COUNT().
- The default sort order is ascending based on record ID if ORDER BY is not specified.
- Use the following format for :
- Date : YYYY-MM-DD
- DateTime : YYYY-MM-DDTHH:mm:ss+/-HH:mm
- The default value for LIMIT is 200 and OFFSET is 0.
- A maximum of 10,000 records can be fetched using the API.
- Multi-line fields cannot be used in criteria.
- COQL doesn't support consent_lookup, subform, profileimage, multiselectlookup, fileupload datatypes.
- A maximum of 25 criteria can be included in the WHERE clause.
- A maximum of 50 field API names can be used in the SELECT column of the query.
Data Type | Supported Operators |
text | =, !=, like, not like, in, not in, is null, is not null |
picklist | =, !=, like, not like, in, not in, is null, is not null |
ownerlookup | =, !=, in, not in, is null, is not null |
lookup | =, !=, in, not in, is null, is not null |
date | =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null |
datetime | =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null |
currency | =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null |
boolean | = |
email | =, !=, like, not like, in, not in, is null, is not null |
phone | =, !=, like, not like, in, not in, is null, is not null |
website | =, !=, like, not like, in, not in, is null, is not null |
double | =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null |
bigint | =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null |
integer | =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null |
formula | If the return type is: Decimal/Currency/Date/Datetime : =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null String : =, !=, like, not like, in, not in, is null, is not null Boolean : = |
autonumber | =, !=, like, not like, in, not in, is null, is not null |
We hope you found this post useful. We will meet you next week with another interesting topic.
If you have any questions or feedback, please let us know in the comments below, or write to us at support@zohocrm.com. We would love to hear from you!
Additional Reading:
Access your files securely from anywhere
New to Zoho Recruit?
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
Anu Abraham
Arose Unity
Haiku Technical Support
Subramanian K
Sticky Posts
Kaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.Kaizen #216 - Actions APIs : Email Notifications
Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes areKaizen #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 achievedKaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI
Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator 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
Zoho Creator customer portal users
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 3GPS tracking only or Check out facility
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 CheckinAppraisals on Employee Information Profile
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 rolesKaizen #220: Actions API - Webhooks APIs - Part 2
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 WebhookStandard Payment Term is not pulled from account to quotation
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 theManage your invoices from Bigin's mobile app (iOS)
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 ofSystematic SPF alignment issues with Zoho subdomains
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 dueAccessibility controls and multilingual captcha authorization for Help Center users
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 usersZoho Sign + Zoho CRM : la solution pour simplifier vos accords de vente
La conclusion d’un contrat de vente nécessite de nombreuses étapes : préparation de documents, validations successives et collecte des signatures. Les équipes commerciales passent souvent par plusieurs cycles de collaboration et de révision, tout en assurantItem/service subtotal
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 featureSend email template "permission denied to access the api"
Hello, Per the title, I'm trying to send a Zoho CRM Email template based on the advice given here: https://help.zoho.com/portal/en/community/topic/specify-an-email-template-when-sending-emails-in-custom-functions (I'd prefer to send right from Delugehow to Solve Conflict Invoices in Zoho POS
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 tryCopy, Paste, Highlighted text
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.Pricing Strategies: #6 Common Mistakes while Configuring Pricing
"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 machinePublish to LinkedIn via API
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 AdrianFSM - Associating and selecting Contacts based on Service Addresses
Hi FSM team, I've come across an FSM limitation I wanted to share for improvement. I'm currently configuring FSM for a client who provides heating system install and maintenance services. The are often sub contracted by building management companies toDo Unpublished Products in Shopify Sync to Zoho POS?
Will an unpublished product in Shopify sync to Zoho POS? I would like to know how Zoho POS handles products that are in draft/unpublished status in Shopify.Problem in Zoho POS frontend ERP.
We are facing some difficulties in our billing and inventory processes and require your support to resolve them at the earliest. Customer Advance Payments We receive advance payments from customers for upcoming sales. Please guide us on how to recordHow to create estimates/Invoices with sub-totals
Every other accounting package can create estimates and invoices with Sub-totals. How can I do that in ZohoBooks?Categorize Items with Item Headers
Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title. Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates. To add an item header: Go to the Estimates, InvoicesEmails sent through Bigin are not posting in IMAP Sent folder
I have set up my email to work from within Bigin using IMAP. I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc. I want all my emails to populate my email client (outlook & iphone email) whether orDiscount on the transaction level in POS
"Is it possible to apply a discount on the total bill before tax in Zoho POS?" I want to apply a discount on the total transaction amount in Zoho POS, but the discount should be calculated before the taxes are applied. Is there an option to do this inCreate Tasklist with Tasklist Template using API v3
In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way toSend Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates
Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now useJobs at multiple locations
Hi A lot of times we have same job open at multiple locations. So I would like an option where we can create a job and choose multiple locations. Currently we have to create individual jobs for each location. If we can create one job and mention multipleFrom Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View
Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world withTag Adding Option in Kanban Card Customization Bigin CRM Mobile App
I would like to request an option to add and display tags on Kanban cards in the Bigin CRM mobile app. This feature would make it easier to categorize deals and quickly identify priorities while working on the go.Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM
Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individualsAssociating a Candidate to a Job Listing
Hello, I am trying to use Zoho Forms embedded on my website for candidates to apply for a job opening. I want the form then to tie directly with zoho recruit and have the candidate be automatically inputed into Recruit as well as associated with the specificAssociating a Candidate to a Job Listing
Hello, I am trying to use Zoho Forms embedded on my website for candidates to apply for a job opening. I want the form then to tie directly with zoho recruit and have the candidate be automatically inputed into Recruit as well as associated with the specificWhatsApp Voice Message Sending Option in Bigin CRM
I would like to request a feature that allows users to send WhatsApp voice messages directly from Bigin CRM. This would help improve communication efficiency and make it easier for teams to respond quickly to customer inquiries.CRM: hosting a single html file in Zoho and displaying it as a widget
I have seen that CRM offers the option of uploading a web project to Zoho itself and displaying it as a widget in CRM. The instructions then talk about setting a development environment with Node and developing an application to upload to Zoho. But IHow to change position button transtition of Blueprint?
Hi Everyone, Look at my screenshoot, it is possible move the reject button to the right? I couldn't find that setting in the blueprint. Thank you.Multi file upload
Hi, I just wonder if one could upload multiple files in one shot, say between one and three files, without adding multiple File Upload fields? Thanks, AlalbanySorting Descending in a lookup
I have a case number lookup on multiple forms. I need the most recent added to appear at the top of the lookup or as the list of cases grom it's too much to scroll. Is there a way to have a look up sort descending?Importing customer comments and multiple shipto addresses
I am evaluating Zoho Books and have most of my data imported with two exceptions: (1) Import customer comments - in my current system I have several comments of different types, and I need to bring these into Zoho. Preferably Books customer records, butAuto-upload Creator Files to WorkDrive
Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—toAsap Widget 2.0
Where's the documentation for the new ASAP widget? https://www.zoho.com/desk/developers/asap/#introduction this one is outdated How can we dynamically navigate between different views? How can we prefill ticket forms using ASAP 2.0?Can the Trigger be changed?
I'm afraid I already know the answer, but here goes... After activating a workflow (under Campaigns > Automations), Then later choosing to Edit the workflow, Can the Workflow's Trigger be changed? Currently the entire Trigger section + options are goneMarketer's Space: Proven tips to improve open rates – I
Hello Marketers! Welcome back to another post in Marketer's Space! In this week's post, we'll discuss the ever-important concept of open rates. This will be a multi-part series, as we have a range of topics to cover. Open rates—which measure the percentageNext Page