Kaizen #85 - PHP SDK [Part II]

Kaizen #85 - PHP SDK [Part II]

Hello everyone! Welcome to another week of Kaizen!

In last week's post, we discussed in detail the configuration and initialization steps for PHP SDK. We will take you through sample codes for Record Operations this week, to help you get started with your SDK journey.

1. Custom Fields, Lookup Fields, Picklist Fields

1.1 Custom Fields

To set/update a value for a custom field during a record create/update, use addKeyValue method. This method takes two arguments - the field API name and the value.  
 $variable->addKeyValue("your_custom_field_api_name", "custom_field_value");
  1.  $record->addKeyValue("Designation", "Manager");

1.2 Picklist Fields

To set/update a value for a default picklist field like 'Lead Source' in Leads module, use addFieldValue method in the following format.
 $variable->addFieldValue(ModuleAPIName::FieldName(), new Choice("picklist_value"));
  1. $record->addFieldValue(Contacts::LeadSource(), new Choice("Advertisement"));
Specify your option for the picklist field when you create the Choice class instance. In this example, the LeadsSoure picklist field in Contacts will be updated with the value Advertisement if it is a option for the picklist. If an invalid value is specified, the SDK will throw an UNACCEPTED VALUES ERROR.

For user defined Picklist fields, use the addKeyValue method in the following format.
 $variable->addKeyValue("custom_picklist_field_api_name", new Choice("picklist_choice"));
  1. $record->addKeyValue("Pick_List_2", new Choice("Option 1"));

1.3 Lookup Fields

To set/update a value for a default Lookup field during a record create/update, use addFieldValue method in the following format.
 $lookupVariable = new Record();
 $lookupVariable->addKeyValue("id", "lookup_record_id");
 $recordVariable->addFieldValue(LookupModule::FieldName(), $lookupVariable);

  1. $lookup = new Record();
  2. $lookup->addKeyValue("id", "554597402674230");
  3. $record->addFieldValue(Contacts::AccountName(), $lookup);
For custom Lookup fields, use the addKeyValue method in the following format.
 $lookupVariable = new Record();
 $lookupVariable->addKeyValue("id", "lookup_record_id");
 $recordVariable->addKeyValue("Lookup_Field_API_Name", $lookupVariable);
  1. $lookup = new Record();
  2. $lookup->addKeyValue("id", "55459742674230");
  3. $record->addKeyValue("Lookup_1", $lookup);
For Owner Lookup fields, use the addFieldValue method in the following format.
 $ownerVariable = new User();
 $ownerVariable->setEmail("name@domain.com");
 $recordVariable->addKeyValue("Owner_Field_API_Name", $recordVariable);
  1. $recordOwner = new User();
  2. $recordOwner->setEmail("patricia.boyle@zylker.com");
  3. $record->addKeyValue("Owner", $recordOwner);
Sample Code for creating a new record in Contacts module with the above field types.

<?php
use com\zoho\crm\api\HeaderMap;
use com\zoho\crm\api\record\BodyWrapper;
use com\zoho\crm\api\record\RecordOperations;
use com\zoho\crm\api\record\Contacts;
use com\zoho\crm\api\util\Choice;
use com\zoho\crm\api\users\User;
use com\zoho\crm\api\record\Record;
require_once "vendor/autoload.php";

class CreateRecords {
    public static function initialize() {
        // add initialisation code
        // refer to the previous post for details and examples 
    }
   public static function createRecords1(string $moduleAPIName) {
        $recordOperations = new RecordOperations();
        $bodyWrapper = new BodyWrapper();
        $record = new Record();

        //standard field
        $record->addFieldValue(Contacts::LastName(), "Boyle");

        //custom field
        $record->addKeyValue("Designation", "Accountant");

        // custom picklist field
        $record->addKeyValue("Pick_List_2", new Choice("Option 1"));

        //custom lookup field
        $lookup = new Record();
        $lookup->addKeyValue("id", "5545974771087");
        $record->addKeyValue("Lookup_1", $lookup);

        //Standard picklist field
        $record->addFieldValue(Contacts::LeadSource(), new Choice("Advertisement"));

        //Standard lookup field
        $lookup1 = new Record();
        $lookup1->addKeyValue("id", "55459742674230");
        $record->addFieldValue(Contacts::AccountName(), $lookup1);

        //Owner lookup field
        $recordOwner = new User();
        $recordOwner->setEmail("pat.boyle@zylker.com");
        $record->addKeyValue("Owner", $recordOwner);

        $bodyWrapper->setData([$record]);

        $trigger = ["approval", "workflow", "blueprint"];
        $bodyWrapper->setTrigger($trigger);

        $headerInstance = new HeaderMap();
        $response = $recordOperations->createRecords($moduleAPIName, $bodyWrapper, $headerInstance);

        //Add code to handle the response received in $response. 
       // For more details, refer here.
    }
}
CreateRecords::initialize();
$moduleAPIName = "Contacts";
CreateRecords::createRecords1($moduleAPIName);


2. Multi-select Lookup Fields, Multi-select Picklist Fields and Multi-user Picklist Fields

2.1 Multi-select Lookup Fields

Use the following format to set or update Multi-select Lookup Fields while creating or updating a record.

 $LookupVar1 = new Record();
 $LookupVar1->addKeyValue("id", "lookup_record_id1");
 $mslookupVariable1 = new Record();
 $mslookupVariable1->addKeyValue("Field_API_Name", $LookupVar1);
 $LookupVar2 = new Record();
 $LookupVar2->addKeyValue("id", "lookup_record_id2");
 $mslookupVariable2 = new Record();
 $mslookupVariable2->addKeyValue("Field_API_Name", $LookupVar2);
 $record->addKeyValue("Field_API_Name", [$mslookupVariable1, $mslookupVariable2]);

2.2 Multi-select Picklist Fields

Use the following format to set or update Multi-select Picklist Fields while creating or updating a record.

 $variable->addKeyValue("Picklist_Field_API_Name", [new Choice("Picklist_Value1"), new Choice("Picklist_Value2")]);

2.3 Custom Multi-user Picklist Fields

To set or update a custom Multi-user Picklist Field, use the following format.

 $lookupVar1 = new User();
 $lookupVar1->addKeyValue("id", "user_id1");
 $mulookupVariable1= new User();
 $mulookupVariable1->addKeyValue("Field_API_Name", $lookupVar1);
 $lookupVar2 = new User();
 $lookupVar2->addKeyValue("id", "user_id2");
 $mulookupVariable2= new User();
 $mulookupVariable2->addKeyValue("Field_API_Name", $lookupVar2);
 $record->addKeyValue("Field_API_Name", [$mulookupVariable1, $mulookupVariable2]);

Here is a sample code to create a record in Contacts module with the above field types.

<?php
use com\zoho\crm\api\HeaderMap;
use com\zoho\crm\api\record\BodyWrapper;
use com\zoho\crm\api\record\RecordOperations;
use com\zoho\crm\api\record\Contacts;
use com\zoho\crm\api\util\Choice;
use com\zoho\crm\api\users\User;
use com\zoho\crm\api\record\Record;
require_once "vendor/autoload.php";

class CreateRecords {
    public static function initialize() {
         // add initialisation code
        // refer to the previous post for details and examples 
    }

    public static function createRecords1(string $moduleAPIName) {
        $recordOperations = new RecordOperations();
        $bodyWrapper = new BodyWrapper();
        $record = new Record();

        $record->addFieldValue(Contacts::LastName(), "Boyle");

        // custom multi-picklist
        $record->addKeyValue("Event_Participation", [new Choice("Webinar"), new Choice("Trade Show")]);

        //custom multi-lookup
        $lookup1 = new Record();
        $lookup1->addKeyValue("id", "5545974471152");
        $multiSelectLookup1 = new Record();
        $multiSelectLookup1->addKeyValue("Products", $lookup1);

        $lookup2 = new Record();
        $lookup2->addKeyValue("id", "554597771087");
        $multiSelectLookup2 = new Record();
        $multiSelectLookup2->addKeyValue("Products", $lookup2);
        $record->addKeyValue("Products", [$multiSelectLookup1, $multiSelectLookup2]);

        //multi-user lookup
        $userlookup1 = new User();
        $userlookup1->addKeyValue("id", "5545974393001");
        $multiUserLookup1 = new User();
        $multiUserLookup1->addKeyValue("Sales_Reps", $userlookup1);

        $userlookup2 = new User();
        $userlookup2->addKeyValue("id", "5545974492072");
        $multiUserLookup2 = new User();
        $multiUserLookup2->addKeyValue("Sales_Reps", $userlookup2);
        $record->addKeyValue("Sales_Reps", [$multiUserLookup1, $multiUserLookup2]);
        $bodyWrapper->setData([$record]);
        $headerInstance = new HeaderMap();
        $response = $recordOperations->createRecords($moduleAPIName, $bodyWrapper, $headerInstance);
        //Add code to handle the response received in $response
        // For more details, refer here.
    }
}

CreateRecords::initialize();
$moduleAPIName = "Contacts";
CreateRecords::createRecords1($moduleAPIName);


3. Updating Related Records using External ID

For Related Records using External ID, define the external id information in the header as follows:
 $xExternal = "Module.External_ID_Field_Name,Related_Module.External_ID_Field_Name";
 $relatedRecordsOperations = new RelatedRecordsOperations($relatedListAPIName, $moduleAPIName, $xExternal);

Here is a sample code for linking the products with External_Product_ID (External ID field) PR01 and PR02 with a Lead with External_ID (External ID field) ABC123.
<?php
use com\zoho\crm\api\relatedrecords\BodyWrapper;
use com\zoho\crm\api\relatedrecords\RelatedRecordsOperations;
use com\zoho\crm\api\record\Record;
require_once "vendor/autoload.php";

class UpdateRelatedRecordsUsingExternalId {
    public static function initialize() {
         // add initialisation code
        // refer to the previous post for details and examples 
    }

    public static function updateRelatedRecordsUsingExternalId1(string $moduleAPIName, string $externalValue, string $relatedListAPIName) {
        $xExternal = "Leads.External_ID,Products.External_Product_ID";
        $relatedRecordsOperations = new RelatedRecordsOperations($relatedListAPIName, $moduleAPIName, $xExternal);
        $request = new BodyWrapper();

        $record1 = new Record();
        $record1->addKeyValue("External_Product_ID", "PR01");

        $record2 = new Record();
        $record2->addKeyValue("External_Product_ID", "PR02");

        $request->setData([$record1, $record2]);
        $response = $relatedRecordsOperations->updateRelatedRecordsUsingExternalId($externalValue, $request);
       
        //Add your code to handle the response received in $response
       //For more details, refer here.
    }
}
UpdateRelatedRecordsUsingExternalId::initialize();
$moduleAPIName = "Leads";
$externalValue = "ABC123";
$relatedListAPIName = "Products";
UpdateRelatedRecordsUsingExternalId::updateRelatedRecordsUsingExternalId1($moduleAPIName, $externalValue, $relatedListAPIName);


4. Uploading a file to the ZFS

You can upload a file to the ZFS directly using the absolute file path, or you can stream the file from external source using their APIs. Depending on the method, the StreamWrapper class initialisation arguments differs.

If you are using the stream method, use the filename and stream that you obtain from the external source's API response.
 $streamWrapper = new StreamWrapper(filename, stream, null); 

If you want to use the absolute file path, the first two arguments should be null, and provide the file path as the third argument.
 $streamWrapper = new StreamWrapper(null, null, "provide_file_path_here"); 

Here is a sample code to upload a file to ZFS from the local drive using the second method.

<?php
use com\zoho\crm\api\ParameterMap;
use com\zoho\crm\api\file\BodyWrapper;
use com\zoho\crm\api\file\FileOperations;
use com\zoho\crm\api\util\StreamWrapper;
require_once "vendor/autoload.php";

class UploadFiles {
    public static function initialize() {
         // add initialisation code
        // refer to the previous post for details and examples 
    }

public static function uploadFiles1() {
$fileOperations = new FileOperations();
$bodyWrapper = new BodyWrapper();
        $streamWrapper = new StreamWrapper(null, null, "/Users/user-1/Downloads/zoho.png");
        $bodyWrapper->setFile([$streamWrapper]);
        $paramInstance = new ParameterMap();
$response = $fileOperations->uploadFiles($bodyWrapper, $paramInstance);
//Add your code to handle the response received in $response
                //For more details, refer here.
}
}

UploadFiles::initialize();
UploadFiles::uploadFiles1();


If successful, the $response object would contain the file id. 

5. File Upload Field and Image Upload Field

To upload an image to an image upload field, or a file to a file upload field, you must first upload the file to ZFS using methods described in section 4. Use the id from the response to upload to the respective field. 
 Here is a sample code to upload an image and a file to a image upload field and file upload field respectively, in Leads module.
<?php
use com\zoho\crm\api\HeaderMap;
use com\zoho\crm\api\record\BodyWrapper;
use com\zoho\crm\api\record\FileDetails;
use com\zoho\crm\api\record\RecordOperations;
use com\zoho\crm\api\record\ { Leads };
use com\zoho\crm\api\record\ImageUpload;
use com\zoho\crm\api\record\Record;
require_once "vendor/autoload.php";

class CreateRecords {
    public static function initialize() {
         // add initialisation code
        // refer to the previous post for details and examples 
    }

    public static function createRecords1(string $moduleAPIName) {
        $recordOperations = new RecordOperations();
        $bodyWrapper = new BodyWrapper();

        $record = new Record();
        $record->addFieldValue(Leads::LastName(), "Boyle");
        $record->addFieldValue(Leads::FirstName(), "Patricia");
        $record->addFieldValue(Leads::Company(), "Zylker Corp");
        $imageUpload = new ImageUpload();
        $imageUpload->setEncryptedId("39c17f1033cd120e62f8104c5450213ede77147fe6");
        $record->addKeyValue("Image_Upload", [$imageUpload]);

        $fileDetail = new FileDetails();
        $fileDetail->setFileId("39c17f1033cd120e62f8104c545af0efea6cc3c67cabefb16");
        $record->addKeyValue("File_Upload", [$fileDetail]);

        $headerInstance = new HeaderMap();

        $bodyWrapper->setData([$record]);

        $response = $recordOperations->createRecords($moduleAPIName, $bodyWrapper, $headerInstance);
        //Add your code to handle the response received in $response
       // For more details, refer here.
    }
}
CreateRecords::initialize();
$moduleAPIName = "Leads";
CreateRecords::createRecords1($moduleAPIName);

We hope that you found this post useful. Stay tuned for more of these!

If you have any questions, let us know in the comments below, or write to us at support@zohocrm.com. We would love to hear from you!

See you next week with more useful content.

Cheers!



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                                                                                                                • Migrating my email from GMAIL to ZOHO MAIL..........

                                                                                                                  I am a long time GMAIL user and I really only understand how they operate, but after reviewing your tutorials and forums online, it is quite unbelievable how much more and how much more streamlined ZOHO mail is, not to mention ZOHO's wonderful, more advanced capabilities. I do have several questions about transitioning over to ZOHO.  Primarily, where is the best place to start, what do I do first? And how hard is it actually to move all my business and personal accounts over here?  When I sign up

                                                                                                                • iOS Zoho Mail App Crashesruni

                                                                                                                  Whenever I trying to search emails via the Zoho Mail app on my iPhone the app crashes, I am running the latest version of the app and the latest iOS version. I have all set reset the app and deleted the app and still have the same issue. Thank you in

                                                                                                                • Assessment Answered - Automation (Related List)

                                                                                                                  Hello everyone, We have linked a candidate assessment to our job posting. When someone applies, they are required to answer all the assessment questions. However, some candidates submit their applications without completing the questions. In such cases,

                                                                                                                • Rebrand your CRM with the all-new custom domain mapping setup

                                                                                                                  UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elated

                                                                                                                • Paid Support Plans with Automated Billing

                                                                                                                  We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The

                                                                                                                • How Does Knowledge Base Search and Article Recommendation Work?

                                                                                                                  Hello, I would like to understand how the Knowledge Base search engine works. Specifically, does it search based on: The article title only? The full article content? Both, the article and the content? Keywords? Tags? Also, how does the system determine

                                                                                                                • Can't change form's original name in URL

                                                                                                                  Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

                                                                                                                • Calendar report with order options and more quick view templates

                                                                                                                  I think many of us regularly work with calendar-style reports. It would be great to be able to customize the quick view with new templates and have options to sort the entries for each day of the calendar by different criteria. I think this is an interesting

                                                                                                                • Shared Views

                                                                                                                  Hello, is there a way to prevent an agent from changing a shared table view? I have no issues with agents being able to create and customize their own view, but when I create a view and share it to my team -- the expectation is that they are viewing it

                                                                                                                • Using Zoho answer bot across departments (help center articles from another department)

                                                                                                                  Hi Zoho Community, I’ve run into a major issue and hope someone here has experience with this setup. We currently have a Help Center in the department A where all of our knowledge base articles are maintained. However, we would like to use a Zoho Answer

                                                                                                                • Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

                                                                                                                  Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote

                                                                                                                • how to avoid duplicate customer

                                                                                                                  How can i avoid to create a duplicate customer. I charged a same customer with two different plans and it showed up twice in my customer list and subsequently in Zoho books contacts. It creates confusion to have a same customer appears multiple times in customer or contact list. How can i avoid it.

                                                                                                                • The Social Wall: January 2026

                                                                                                                  Hello everyone, We’re back with the first edition of The Social Wall of 2026. There’s a lot planned for the year ahead, and we’re starting with a few useful features and improvements released in January to help you get started. Create a GBP in Social

                                                                                                                • API keys not showing in ZeptoMail dashboard

                                                                                                                  Hi there, I'm hoping someone can provide some assistance as support isn't replying. I am trying to configure my transactional emails, but the dashboard doesn't show any of my API details - the `div` is there but it's emtpy. Every time I click "Generate

                                                                                                                • Pipeline: Copying rulesets from one data source to another

                                                                                                                  When creating and editing data pipelines, it would be really helpful to be able to copy the ruleset from one data source and 'paste' it to another. This would save time and reduce manual mistakes.

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