Kaizen #87 Multi-user Lookup in API V4
Hello everyone!
Welcome to another week of Kaizen! In this post, we will discuss multi-user lookup fields and how to handle them in API.
What is multi-user lookup?
Multi-user look up is a lookup field that lets you add multiple users to a module record. It allows you to establish many-to-many relationships between modules and users in CRM.
For instance, consider the example of a real estate firm - Zylker Real Estates. Zylker Real Estates uses Zoho CRM for managing properties, buyers, sellers, etc. The real estate agents in Zylker Real Estates are added as users . We might have one or more agents managing a single property. A multi-user lookup field in the property module allows multiple agents to have read/write access to one property record.
You can add a multi-user lookup field to a module through the module builder. Go to Setup > Customization > Modules and Fields > {Module}. This field can be added in all modules except the Calls, Tasks,Meetings and Linking Modules. You can add only 1 multi-user lookup field in a module that can include up to 10 users. In the screen-shot below, multi-user lookup field "Associated Agents" is added with full record accessibility.
When you enable 'Allow Record Accesibility', users selected in the multi-user lookup field will be able to 'Edit', 'Delete', 'Change the owner' of that respective record. You can also grant different levels of permission to the users. You can choose from Read only, Read/Write, Full access.
Handling multi-user lookups through API
Let us see how to handle multi-user lookup fields through API. Note that, we have used the V4 API in examples, here.
Inserting value to multi-user field
You can use Insert Records API to add a record with multi-user lookup. This support is available only from CRM API version 2.1 and up.
For example, for Zylker Real Estates a new property "Villa" can be added with the below API request. Two associated agents are also added.
Details Required :
- ID of the users that you want to add to the multi-user field. You can get this from Get Users API In this example 431581000000278001 is the ID of the user J Smith and 431581000000258001 is the ID of the user Patricia Boyle.
- The connectedlookup_apiname and api_name for the multi-user field that you want to add. You can obtain these details from the multi-user field's json object in the response of Field Meta Data API of the Properties module.
Sample Response to field meta data API
Request URL : {api-domain}/crm/{version}/settings/fields?module={module_api_name}
Request Method: GET
{ "fields": [ { . . "display_label": "Associated Agents", . . "api_name": "AssociatedAgents", . . "multiuserlookup": { "display_label": "Users", "linking_module": { "api_name": "Properties_X_Users", "id": "431581000000701218" }, "lookup_apiname": "userlookup221_7", "connected_module": null, "api_name": "Users7", "connectedlookup_apiname": "Agents", "id": "431581000000701345", "record_access": true }, . . } ] } |
Sample Input to add a record with multi-user lookup
Request URL : {api-domain}/crm/{version}/{module_api_name}
Request Method: POST
{ "data": [ { "Property_Name": "Villa", "AssociatedAgents": [//api_name { "Agents": {//connectedlookup_apiname "id": "431581000000278001" }, }, { "Agents": {//connectedlookup_apiname "id": "431581000000258001" }, } ], } ] } |
This is what the record looks like in UI.
Sample Response
{ "data": [ { "code": "SUCCESS", "details": { "Modified_Time": "2023-05-25T12:52:03+05:30", "Modified_By": { "name": "Patricia Boyle", "id": "431581000000258001" }, "Created_Time": "2023-05-25T12:52:03+05:30", "id": "431581000000697288", "Created_By": { "name": "Patricia Boyle", "id": "431581000000258001" }, "$approval_state": "approved" }, "message": "record added", "status": "success" } ] } |
Fetching the value of multi-user field
You can use Get Records API to fetch details of your multi-user lookup field. Note that it is returned in the response only when you fetch a specific record. Let us see how to fetch details of a record.
Details Required : ID of the record for which we need to fetch the multi-user field's value
Request URL : {api-domain}/crm/{version}/{module_api_name}/{record_id}
Request Method: GET
Sample Response
{ "data": [ { "AssociatedAgents": [ { "Agents": { "name": "Patricia Boyle", "id": "431581000000258001" }, "id": "431581000000697290" }, { "Agents": { "name": "J Smith", "id": "431581000000278001" }, "id": "431581000000697289" } ], "id": "431581000000697288", "$canvas_id": null, "$has_more": { "AssociatedAgents": false } } ] } |
Here the highlighted IDs are the IDs of the linking modules created for the multi-user fields. Unlike linking modules for multi-select lookups, these are not exposed in the UI.
Disassociating users from the multi-user lookup field
You can use Update Records API with the key _delete to disassociate users from a multi-user lookup. You can refer to the sample input below for the same.
Details Required : ID of the module records and ID of the linking module of multi-user lookup. These can be obtained from the GET Record Response.
Sample Input
Request URL : {api-domain}/crm/{version}/{module_api_name}/{record_id}
Request Method: PUT
{ "data": [ { "AssociatedAgents": [ { "id" : "431581000000697061" , "_delete" : null } ] } ] } |
Here the highlighted ID inside the AssociatedAgents array is the ID of the linking module record. You can obtain the ID from the Get Records API response
Sample Response
{ "data": [ { "code": "SUCCESS", "details": { "Modified_Time": "2023-05-24T15:15:28+05:30", "Modified_By": { "name": "Patricia Boyle", "id": "431581000000258001" }, "Created_Time": "2023-05-24T14:30:23+05:30", "id": "431581000000697060", "Created_By": { "name": "Patricia Boyle", "id": "431581000000258001" } }, "message": "record updated", "status": "success" } ] } |
We hope you found this post useful and it has given you a better understanding of multi-user lookups. We will meet you next week with another interesting post.
If you have any questions, let us know in the comment section or write to us at support@zohocrm.com
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
Mable Mary M P
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
Error with If formula
I've got this super simple If formula, what is the reason for the error? If ( LEN(${Leads.Trial Slot Option}) == 3,'y','n') Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make sure your fields areAnnouncing Multi-language Support in Zoho FSM
Zoho FSM now speaks your language. The much-awaited multi-language support is now available in Zoho FSM. The following languages are supported in Zoho FSM: Dutch (Nederlands) English - United Kingdom English - United States French (français) French -Creating multiple CRM leads from a Zoho Forms subform
Hi all, We have a heavily used intake form that is used for new leads as a part of our intake. There is a subform that allows the lead to add additional team members, their titles and other basic info. That form submission creates a new Lead and the subformFree webinar! Build smarter apps with Zoho Sign and Zoho Creator
Hello, Bring the power of digital signatures to the apps you build in Zoho Creator! Connect Zoho Sign as a microservice and enable seamless e-signature workflows in your applications. This integration allows you to automate signing tasks using Deluge.Restrict Addresses in Zoho Forms?
In the address field, is there a way to restrict the addresses that auto populate (via Zoho Maps or Google Maps) to a specific state (I know it's possible with the country). Additionally, how often does the address in Zoho Maps get updated? Certain addressesAppraisals 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 rolesZoho Tracking Image location
So we've been having an issue with tracking email opens. Specifically in Gmail. Our emails are not that long either, maybe 4 sections of image/250 characters of text/button per section. But all my test accounts I used via Gmail we're showing opens. But then come to find out the tracking image is at the very bottom of the email. So If the message is clipped (It always just clips our social icons on the bottom) and the user doesn't click the show more button it never tracks the open. Looking at otherWeekly Tips: Secure your attachment downloads with Zoho Mail
Safety is one of our main concerns, whether it’s about device security or online protection. We use tools like fingerprint scanners, facial recognition, and two-factor authentication to keep our devices and email accounts secure. We use methods like OTPResume Harvester: New Enhancements for Faster Sourcing
We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we builtLooking for best practices to import data from SAP Business One (on-prem) into Zoho Analytics via Zoho DataPrep / Databridge — daily automated schedule
Hi all, I’m using SAP Business One on-prem (SQL Server / or HANA — depending on DB backend) as our ERP. I want to build a pipeline that, every morning at 9:00 AM IST: pulls transactional data (invoices, customers, products, stock, etc.) from SAP B1, loadsZoho One Unified Portal - Applications
Hello, It is great to see the work on the New Unified Customer Portal. Thanks for that. The number of applications is limited though. It is now only around the Zoho Books ecosystem (Books, Expense...) and Zoho Social. = Are other applications plannedMarketing Tip #10: Start a customer loyalty program
Winning a new customer is great, but keeping them coming back is even better. A loyalty program rewards repeat buyers with points, giving them more reasons to shop again. Over time, this builds trust and long-term relationships. Try this today: Set upZia Actions: AI-powered Workflow Automation for Faster and Smarter Execution
Hello everyone, Updated on 12th Dec 2025 Zia actions for Workflow is available for Enterprise edition ONLY. These features are currently available in the following DCs: US, CA, EU, IN, and AU Email Auto reply and Content Generation are available as EarlyUnable to access my Zoho forms account
For some days now, I haven't had access to my Zoho Forms account. I keep getting an error that says, "You are an inactive user in your organization" via the mobile app and "You don't have permission to access this organization" via the web. I was removedDo Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed?
Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed? If not, can anyone share a work-around that could help me get an RSS feed for individual category forums?Change Last Name to not required in Leads
I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions forResend Client Portal Invitation + View Email Delivery Status
Hi Zoho Team, We hope you are doing well. We would like to request two important enhancements related to the Zoho Creator Client Portal invitation process. At the moment, when we add a user to the Client Portal, Zoho Creator automatically sends an invitationGet user last login
1. Is there a way to programmatically get the last user login to trigger certain workflows? 2. Is there a way to programmatically access the custom fields on a user's account?Seeking Zoho Creator Expert (Delivery Management App / Logistics Ops) — Built & Deployed Before
Hi everyone, We’re building a Delivery Management App (focused on delivery operations for now) using Zoho Creator. We’re looking for a Zoho Creator expert who has already developed and deployed a similar delivery/workflow system and can assist us withAutomating Employee Birthday Notifications in Zoho Cliq
Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition ofAdding Multiple Files to a Zoho Vault Entry
There is a old blog post talking about adding multiple file attachments to one Zoho Vault Secret: https://www.zoho.com/blog/vault/introducing-new-features-in-zoho-vault-powerful-password-sharing-wider-storing.html Is that still possible, I can see howDropshipping Address - Does Not Show on Invoice Correctly
When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company beingAdd Attachment Support to Zoho Flow Mailhook / Email Trigger Module
Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,Zoho Invoice Customer Login Portal
Are there any plans for a customer portal to Zoho Invoice, ala Freshbooks? I would like customers that I invoice to be able to login to review invoices and invoice history. I have not switched from Freshbooks for this very reason.the custom domain forwards by default to the old career site / how to switch it off??
dear friends, how to switch off the old version of the career site?? The set up custom domain forwards directly to the old site, so that I cant publish it... Any ideas? Thank you! KR, VictoriaPreserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects
Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We useZoho Books blocks invoicing without VeriFactu even though it is not mandatory until 2027
I would like to highlight a very serious issue in Zoho Books for Spain. 1. The Spanish government has postponed the mandatory start of VeriFactu to January 1st, 2027. This means that during all of 2026 businesses are NOT required to transmit invoicesHotmail is STILL blocking the zoho mail IP
Greetings, as I already mentioned in my last message, my Zoho IP has been blocked by Hotmail for more than 15 days. Although someone said that the issue was "solved," it still isn't, and this amount of time seems neither normal for a "serious" company,Pre-fill webforms in Recruit
I don't want to use the career site portal (as I have my own already), but I would like to direct users to the application forms for each role, from my website job pages. Is there a way to pre-fill fields in Recruit application forms, so that I only haveThis user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved. Thank youClient Portal ZOHO ONE
Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that wouldASAP Widget Not showing "My Tickets"ed
Hello Team, I have created a ZOHO ASAP Widget and embedded to my portal app.clearvuiq.com , widget renders ok and I can open tickets from widget. However I want my opened tickets to be visible in the widget. How can I achieve that?Bug Causing Major Sync & SO Access Failures in Zoho POS
We are experiencing critical and recurring issues in Zoho POS that all trace back to role-permission handling defects in the latest POS app version. These issues directly affect syncing, login ability, and Sales Order access for role-restricted usersAdd Zoho Forms to Zoho CRM Plus bundle
Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant andHow to view CRM Sales Orders in Desk
What's the usual way to view all CRM sales orders linked to a contact, when viewing a ticket in Desk? I don't want to have to open a new tab to see the order in CRM. And the Desk CRM sidebar doesn't seem to be configurable. Would I have to use an extensionKaizen #219: Actions API - Webhooks APIs - Part 1
Hello all!! Welcome back to a fresh Kaizen week. In the previous weeks, we covered Workflow Rules APIs, Actions APIs - Email Notification APIs, Tasks Update API, and Field Update API. This week, we will continue with another Actions API - Webhooks APIPricing Strategies: #3 Services never Stop with just Plans
"Hey, while you're here, could you also take a look at the vegetable patch?" Aaron hears that line almost every week. He runs a small gardening service, the kind where customers subscribe to a simple monthly plan that includes basic maintenance, mowing,Cropping Photos for Zoho Sites
Hi, I'm wondering if there is a built in crop tool for zoho sites for my photos so I can crop them and see what the crop looks like on the site?Deluge scripts
Why is there not a search function to make it easier to find the script of interest when modifications are required.bulk edit records and run internal logic
hi there is few logics in manner "it this than that" logics work well when i edit entry openning it one by one (via workflow "on add/edit - on success" , for custom field "on update/on user input") but when i try bulk edit records - logic does not work. how can i turn on logic to work as programmed - for mass editing records via bulk edit?Next Page