Kaizen #98 - Query API using v5 PHP SDK
Hello and welcome to another week of Kaizen!
In our previous posts, we have already covered in detail about Query API, when to use them and their supported fields and operators with examples. Please refer to COQL API [Part I] and COQL API [Part II] for more details. In this week's post, we will discuss in detail how to use Query API in Zoho CRM PHP SDK. Please note that this article holds true for PHP SDK supporting version 5 of Zoho CRM APIs.
COQL (CRM Object Query Language) is a powerful query language based on SQL syntax that allows users to write their own queries and fetch records using module API names and field API names. Use Query API when you want to query for a module's data and/or it's look up related data using various comparators, or for records that fall into a custom view without actually creating one, or to query for records from cross-modules (linked via lookup field).
How to construct a simple Query?
- Begin with the SELECT clause
- Specify the fields you want to fetch.
- Use the FROM clause to specify the module you are querying.
- Use the WHERE clause to apply conditions and filter the results based on specific criteria.
- Specify the conditions.
- Utilize additional clauses such as GROUP BY, ORDER BY, LIMIT, and OFFSET to further customize the query results if needed.
For example,
SELECT Last_Name, First_Name, Mobile FROM Leads WHERE (Lead_Status = 'Not Contacted') ORDER BY Last_Name DESC LIMIT 5 OFFSET 10;
COQL API using PHP SDK
To make a query, use the following code snippet in your code.
// Instantiate QueryOperations class $queryOperations = new QueryOperations(); // Create a new BodyWrapper instance to set the query $bodyWrapper = new BodyWrapper(); // Define your COQL select query $selectQuery = "give_your_select_query_here"; // Set the select query in the body wrapper $bodyWrapper->setSelectQuery($selectQuery); // Execute the query and get the response $response = $queryOperations->getRecords($bodyWrapper); |
Let us explore in detail with examples how to use COQL for various field types and operators.
I. Text and Picklist Fields
The supported operators for Text and Picklist fields are =, !=, like, not like, in, not in, is null, is not null.
Sample code using =, like, in operators
<?php use com\zoho\crm\api\query\BodyWrapper; use com\zoho\crm\api\query\QueryOperations; require_once "vendor/autoload.php"; class GetRecords { public static function initialize() { // add initialisation code // refer to this post for details and examples } public static function getRecords1() { $queryOperations = new QueryOperations(); $bodyWrapper = new BodyWrapper(); $selectQuery = "SELECT First_Name, Last_Name FROM Leads WHERE (((Lead_Status = 'Attempted to Contact') and (Company like '%zylker%')) and Lead_Source in ('Employee Referral', 'Advertisement')) LIMIT 5 OFFSET 10"; $bodyWrapper->setSelectQuery($selectQuery); $response = $queryOperations->getRecords($bodyWrapper); //Add your code to handle the response received in $response. To know more, refer to this sample code. } } GetRecords::initialize(); GetRecords::getRecords1(); ?> |
Please note that the like operator is used for pattern matching, and is used for starts_with, ends_with, and contains operators. In this example query, LIKE operator with the pattern %zylker% is used to find records where the Company field contains the substring zylker anywhere within its value. The % symbol represents any number of characters (including none) before or after the pattern zylker. % is the only supported wildcard character for Zoho CRM Query APIs.
II. Lookup Fields
The supported operators for Lookup fields are =, !=, in, not in, is null, is not null.
Sample Query using !=, is not, not in, is not null
<?php use com\zoho\crm\api\query\BodyWrapper; use com\zoho\crm\api\query\QueryOperations; require_once "vendor/autoload.php"; class GetRecords { public static function initialize() { // add initialisation code // refer to this post for details and examples } public static function getRecords1() { $queryOperations = new QueryOperations(); $bodyWrapper = new BodyWrapper(); $selectQuery = "SELECT Last_Name, First_Name, Full_Name, Account_Name, Owner from Contacts where (((Account_Name.Account_Name != 'Zylker') and (Reporting_To is not null)) and Vendor_Name.Vendor_Name not in ('Skytech','SR'))"; $bodyWrapper->setSelectQuery($selectQuery); $response = $queryOperations->getRecords($bodyWrapper); //Add your code to handle the response received in $response. To know more, refer to this sample code. } } GetRecords::initialize(); GetRecords::getRecords1(); ?> |
III. Date, DateTime, Number, Currency Fields
=, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null are the supported operators for these fields.
Sample Query using between, <, >, >=
<?php use com\zoho\crm\api\query\BodyWrapper; use com\zoho\crm\api\query\QueryOperations; require_once "vendor/autoload.php"; class GetRecords { public static function initialize() { // add initialisation code // refer to this post for details and examples } public static function getRecords1() { $queryOperations = new QueryOperations(); $bodyWrapper = new BodyWrapper(); $selectQuery = "SELECT Deal_Name, Amount, Stage, Probability FROM Deals WHERE ((Closing_Date between '2023-01-01' and '2023-03-31') and (Probability < 99)) and ((Amount > 10000) OR (Exchange_Rate >= 5))"; $bodyWrapper->setSelectQuery($selectQuery); $response = $queryOperations->getRecords($bodyWrapper); //Add your code to handle the response received in $response. To know more, refer to this sample code. } } GetRecords::initialize(); GetRecords::getRecords1(); ?> |
Note :
Use the following formats for Date and DateTime fields.
Date : YYYY-MM-DD (eg: 2023-01-01)
DateTime : YYYY-MMDDTHH:mm:ss+/HH:mm (eg: 2023-05-03T20:39:19+05:30)
IV. Boolean
= is the only supported operator for Boolean Fields. You should provide the value as either true or false.
<?php use com\zoho\crm\api\query\BodyWrapper; use com\zoho\crm\api\query\QueryOperations; require_once "vendor/autoload.php"; class GetRecords { public static function initialize() { // add initialisation code // refer to this post for details and examples } public static function getRecords1() { $queryOperations = new QueryOperations(); $bodyWrapper = new BodyWrapper(); $selectQuery = "select Product_Name, Product_Code from Products where Product_Active = 'true'"; $bodyWrapper->setSelectQuery($selectQuery); $response = $queryOperations->getRecords($bodyWrapper); //Add your code to handle the response received in $response. To know more, refer to this sample code. } } GetRecords::initialize(); GetRecords::getRecords1(); ?> |
Aggregate Function Support
Aggregate functions in COQL allow you to perform calculations on groups of records in a module. The available aggregate functions are SUM, MIN, MAX, AVG, and COUNT.
- SUM is used to sum up the values of an aggregate field in a module.
- MAX is used to find the largest value of a field in a module.
- MIN is used to find the smallest value of a field in a module.]
- AVG is used to find the average value of a field in a module.
- COUNT is used to count the number of records in a module satisfying a certain criteria.
This feature allows users to perform complex queries on their data and get insights that would not be possible with simple SELECT queries. For example, you could use aggregate functions to find the total revenue generated by all leads in a month, or the average age of all customers in a region.
<?php use com\zoho\crm\api\query\BodyWrapper; use com\zoho\crm\api\query\QueryOperations; require_once "vendor/autoload.php"; class GetRecords { public static function initialize() { // add initialisation code // refer to this post for details and examples } public static function getRecords1() { $queryOperations = new QueryOperations(); $bodyWrapper = new BodyWrapper(); $selectQuery = "SELECT MIN(Amount), MAX(Amount) FROM Deals WHERE Stage = 'Closed Won'"; $bodyWrapper->setSelectQuery($selectQuery); $response = $queryOperations->getRecords($bodyWrapper); //Add your code to handle the response received in $response. To know more, refer to this sample code. } } GetRecords::initialize(); GetRecords::getRecords1(); ?> |
This query will return the minimum and maximum deal amounts for all deals that have been closed won.
In this guide, we've explored how to use the Query API within Zoho CRM using PHP SDK effectively. By employing COQL, you can create intricate queries to extract specific data from modules, apply various operators, and even utilize aggregate functions for deeper insights. Whether you're seeking lead details, complex filters, or aggregate calculations, Query API empowers you to interact with your CRM data seamlessly.
If you have any queries, let us know the comments below, or send an email to support@zohocrm.com. We would love to hear from you. Your commitment to Kaizen drives us forward!!
Stay tuned for more useful posts in the series!
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
Sticky Posts
Kaizen #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 theKaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
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
Send 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 useAutomating Ticket Responses Using Zoho Desk's AI Features
We’re looking to set up an automation within Zoho Desk that can analyze incoming emails or tickets and automatically respond with relevant knowledge base articles based on the content of the request. Could you please guide us on how to configure thisOptimising CRM-Projects workflows to manage requests, using Forms as an intermediary
Is it possible to create a workflow between three apps with traceability between them all? We send information from Zoho CRM Deals over to Zoho Projects for project management and execution. We have used a lookup of sorts to create tasks in the past,Service locations are tied to contacts?
Trying the system out. And what I discovered is that it seems that the whole logic of the app is, I'd say, backwards. There is a Customer - a company. The company has contact persons and service locations can be associated with different contact persons.Enhancements to Zoho Maps integration tasks
Hello everyone, We're excited to announce enhancements to the Zoho Maps integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need toBug in Total Hour Calculation in Regularization for past dates
There is a bug in Zoho People Regularization For example today is the date is 10 if I choose a previous Date like 9 and add the Check in and Check out time The total hours aren't calculated properly, in the example the check in time is 10:40 AM checkCliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? RegardsNarrative 12: Sandbox - Testing without the risk
Behind the scenes of a successful ticketing system: BTS Series Narrative 12: Sandbox - Testing without the risk What is a sandbox environment? A sandbox environment is a virtual playground that allows you to test freely and experiment with various elementsDynamically catching new file creations
I have a team folder with many subfolders, and in those folders we add new documents all the time. I'd like to have a workflow or script to notify me (and then take other actions) when a file is added anywhere in that structure that ends in "summary.txt".Announcing new features in Trident for Mac (1.27.0)
Hello everyone! Trident for macOS (v1.27.0) is here with new features and enhancements to improve scheduling and managing your calendar events. Let's take a quick look at them. Stay aligned across time zones. Both the scheduled and original time zonesBranding of native system emails
Make system emails adjustable in terms of branding. We want our system to be completely white label, because it is not a CRM anymore, it's way more than that. We are following the strategy of "CRM for everyone" to use the CRM in all departments, not onlySlow uploads of large files
I'm wanting to use Workdrive for transferring large images and video (we're talking things from 100MB-5GB). I'm running solo on a 500MBit/sec fiber connection. I'm getting upload speeds to Workdrive of no more than about 1-3Mbytes/sec when going throughNotes of Tasks in Zoho CRM
Hello, Is there a way to filter the Notes that appear on a Task to only show the notes related to that specific Task and not display all the Notes of the objects related to that Task (Accounts, Contacts, Deal, etc). In essence, our team struggles to understandMigrate Your Notes from OneNote to Zoho Notebook Today
Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily importneed to upload from airtable to google drive
I have a zapier zap that automates between airtable and google drive. When a customer uploads a new file into airtable via a client portal interface, zapier uploads that file into a folder linked to that customer's project record. I need to replicateCan't delete functions that are associated with deleted workflow rules
We have a handful of functions that were once associated with a workflow rule, but the rule has been deleted. The function still thinks it is associated so I can't assign it to a new rule. It is starting to get really messy because we have a list of functionsDefault Sorting on Related Lists
Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'createdCredit Management: #1 Credit You Owe vs Credits Owed to the Business
Think about the last time you ordered food online. You might have paid in advance through your card, but you received a $20 refund because your order got delayed or cancelled. In most apps, refunds don't go into the bank account directly; instead, they'reTip #46- Turn Every Session into an Insight with Zoho Assist survey report- 'Insider Insights'
Delivering exceptional remote support isn’t just about resolving issues, it’s about understanding how both customers and technicians experience each session. That’s where Survey Report in Zoho Assist come in. You can configure and customize survey questionsEnhancing Zia's service with better contextual responses and article generation
Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic whileAllow the usage of Multi-Select fields as the primary field on "Layout Rules"
We want to force our users to enter some explanation strings when a multi-select field has been utilized. I can't understand the reason for the usage restriction of Multi-Select fields as a primary field. This is a simple "Display hidden mandatory fieldCRM/Bookings integration edits Contact names
Hi there, I've installed the extension that connects Zoho CRM and Zoho Bookings. When we get a new appointment from Bookings from an existing Contact, that Contact's record shows this: First Name was updated from asd to blank value Last Name was updatedDomain Change
“Please update my Email-in domain from @biginmail.biginmail.in to @biginmail.zoho.com. Messages to the .in domain are bouncing.”Webhooks Limit Exceeded
Today, I received an error message saying, 'Total number of Webhook call exceeded', but when I look at Manage > Billing, it doesn't look like any of my invokeURL calls are being logged. Following the advice from this thread: https://help.zoho.com/portal/en/community/topic/webhooks-daily-limits-in-zoho-creatorAuto select option in CRM after Zoho Form merge
Hi, I have a dropdown field in Zoho CRM that is filled with a Zoho Form. The data is filled but not automatically shown. After selecting the right value in the dropdown the information a second field is shown. So the question is; how can I make the dropdownBring your CRM data straight into your presentations in Zoho Show
Let's say you are working on a presentation about your team's sales pipeline for an upcoming strategy meeting. All the information you need about clients and leads is in Zoho CRM, but you end up copying details from the CRM into your slides, adjustingImproved RingCentral Integration
We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.Introducing New APIs in Zoho Contracts
We are excited to announce the release of new APIs in Zoho Contracts to help you automate and manage every stage of your contract lifecycle more efficiently. Here’s a quick overview of what’s new: 1. Complete Contract Draft You can use this API to completeVimeo
For me Vimeo is the most important video social channel for media and filmmakers. Would others agree and like it added to Zoho Social.Delete 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.Organization Emails in Email History
How can I make received Org Emails to show up here?Editing the Ticket Properties column
This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of thisDeleting Fields in CRM Deletes Views in Analytics
Hey friends! I'm having some issues when we modify some fields within ZohoCRM. There are times where we need to sunset a field and eventually completely remove it. In these instances, it seems like a lot of views are removed in Analytics. This rangesHow to setup pricing in Zoho
Hi everyone, I am relatively new here and have just moved from my old inventory system to the Zoho one. I am trying to get my head around how it all works. I am mostly setup connected to a shopify store, but I do manual sales also For manual invoicing,Prefilled Date fields auto-changed and then locked when using “Edit as new”
If a document out for signature has date fields (not SignedDate fields) that were pre-filled before sending, and then you use “Edit as new” to create a new version of the same document, the value of those date fields gets automatically changed to todayIs there a way to update all the start and end dates of tasks of a project after a calendar change?
Hi! Here's my situation. I've built a complete project planning. All its tasks have start dates and due dates. After completing the planning, I've realized that the project calendar was not the right one. So I changed the project calendar. I now haveAccess Phone Field Components (Country Code) Directly
Hello everyone, I'd like to propose an enhancement for the Phone field in Zoho Creator. The Problem: The Phone field captures the country code and local number separately, but stores them as a single string (e.g., +1234567890). To get the country code,Send mass messages through WhatsApp from the Tickets module
Hi Everyone! Effective communication is key to delivering prompt and reliable customer support. Because WhatsApp is one of the most widely used and familiar messaging platforms, it's an effective channel for agents to reach customers who have submittedLead Owner Signature Merge Field
I want to automatically insert a signature (i.e. contact info usually found at the bottom of an email) into an email template, depending on who the lead owner is. What is the merge code for the Signature from a Users profile? CRM > Settings > Customization > Templates There is a popup near the bottom of the edit screen which says: "You can insert a Signature, which is available as a merge field in the users section." It is also referenced on this page: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-templates/articles/template-builder#Merge_FieldsHow do I create a time field?
I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a fieldNext Page