Understand Integration Field | Zoho Creator Help

Understand integration field

Understand integration field

The  Integration  field enables your users to look up data that's stored in an external service — another Zoho app or third-party SaaS. 

The field features a dropdown menu that displays data from the selected service. It allows your users to select one value from the displayed data. Consequently, the integration field enables you to establish a relationship between the data in your Zoho Creator app and the data in the selected service.

Features

Adding an integration field

Adding an integration field to your form requires you to define (or select, if already defined) a  connection  to the target external service. You will need to define a few parameters in addition to the  Module  and  Field  from which you intend to lookup data.

Currently, you can have the integration field lookup data from the following services:

Customizing the display fields

You can customize the manner in which the integration field displays data. You can have the integration field display the data from up to three fields of selected module. When displaying multiple fields, you can define if any separator is to appear between the field values.  Learn how

The  Integration  field can display data from all types of fields except the following:

  • Fields that contain multiple lines of text, URLs, media (image, file, etc.)
  • Fields that display choices in dropdown menus, as radio buttons or checkboxes

Image shows an Integration field that displays data from the  First Name  field of Zoho CRM's  Leads  module

Image shows an Integration field that displays data from Zoho CRM's  Leads  module in the format  First Name - Last Name - Company

Accessing the field and searching for data

Each time your users access the integration field on your form, Zoho Creator fetches data in real time from the selected module of the external service.

Note: The integration field will display data only when your subscription to the target service (eg: Salesforce, Zoho CRM) allows accessing the target module. For example, imagine that you've subscribed to Zoho CRM's  Standard  edition and that you've added an integration field that displays data from Zoho CRM's  Purchase Orders  module. This integration field will not display any data as the Purchase Order module isn't available in Zoho CRM's  Standard  edition.

With regard to searching the integration field:

  • Your users can search in all the  display fields  you set
  • At least two characters are to be entered to initiate search
  • Searching more than one display fields is supported. Records that match the inputs in all display fields will be displayed.
  • The kind of search that will happen depends on the target service and the type of data the fields store:
When the field stores Operator that will be employed
  Zoho CRM Zoho Recruit Salesforce QuickBooks
String data starts with starts with contains contains
Numeric data equals starts with equals (not supported)


The following fields, when used in the integration field, do not support searching for data. In web browsers, your users will see a tooltip communicating the same.

Service Module Fields that do not support searching for data
Zoho Recruit Candidates Candidate Owner
Job Openings Assigned Recruiter, Account Manager, Revenue per Position
Clients Parent Client, Account Manager
Zoho CRM Products Handler
QuickBooks Customer Title, Suffix
Employee Title, Suffix, Employee ID No., Gender
Vendor Title, Suffix, Account Number, Business ID No., Opening Balance
Account Account Number, Account Type

Other field properties

You can perform the following customizations for the user experience of the integration field on your form:



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