Zoho FSM | Getting Related Records

Getting Related Records

You can fetch related information (Notes, Tasks, Contacts, etc.) about a record using the zoho.fsm.getRelatedRecords() deluge task.

Syntax

Method UsedSyntax
Using the Internal Connection

<Response> = zoho.fsm.getRelatedRecords(<relationName>, <parentModuleName>, <id>);

Using the Connection of a Service (Default/Custom)<Response> = zoho.fsm.getRelatedRecords(<relationName>, <parentModuleName>, <id>, <page>, <perPage>, <optionalDataMap>, <connection>);

where,
<Response> is the task response returned as a List.
<relationName> is the API name of the related list whose entries you want to fetch.
<parentModuleName> is the API name of the module whose related list information you want to fetch.
<id> is the unique ID of the parent record whose related list information you want to fetch.
<page> indicates the page number from which you want to retrieve records. The default value is 1
<perPage> specifies the number of records that need to be fetched per page. The default value is 200.
<optionalDataMap> is a map parameter to pass any additional values
<connection> is the connection created for Zoho FSM

Example 

Fetch the Work Orders related to the Request record with ID 865000000079025.
  1. info zoho.fsm.getRelatedRecords("Work_Orders", "Requests", "865000000079025", 1,20, Map());
Response Format
{"data":[{"Owner":{"name":"Tracy Pollan","id":"865000000070001","email":"test@gmail.com"},"Company":{"name":"Nebula","id":"865000000079001"},"Email":"test@gmail.com","$currency_symbol":"$","Customer":{"name":"Joe Molinaro","id":"865000000079009"},"Preferred_Date":null,"Place_of_Supply":null,"Name":"WO1","Last_Activity_Time":"2021-09-21T09:24:59-07:00","Preferred_End_Time":"2021-09-21T11:00:00-07:00","Invalid_Data":false,"Billing_Longitude":-89.107787,"Unsubscribed_Mode":null,"Exchange_Rate":1,"Cancellation_Message":null,"Close_Time":null,"Billing_Country":"United States","Currency":"USD","Asset":null,"id":"865000000079093","Service_Address_Name":"Service address","Status":"In Progress","Grand_Total":486.11,"Territory":{"name":"Fillmore","id":"865000000076023"},"Billing_Street":"Locust St","Created_Time":"2021-09-20T04:41:16-07:00","Priority":"Medium","$editable":true,"Parent_Work_Order":null,"Billing_City":"Oconee","Preference":null,"Service_Zip_Code":"62553","Service_Street":"10 Oak St","Created_By":{"name":"Tracy Pollan","id":"865000000070001","email":"test@gmail.com"},"Service_Country":"United States","Preferred_Start_Time":"2021-09-20T10:00:00-07:00","Service_Latitude":39.287425,"Estimate":{"name":"ES1","id":"865000000079062"},"Cancellation_Reason":null,"Config":"{\"Tax_Details\":{\"Tax_Percentage\":6.25,\"Tax_Id\":\"2849027000000074101\",\"taxFromModule\":\"Addresses\",\"Tax_Name\":\"IllinoisSalesTax\",\"Taxable\":true}}","Billing_Street2":null,"Dispatcher":{"name":"Tracy Pollan","id":"865000000070001"},"Preferred_Slot":"Preferred Time","Record_Image":null,"Modified_By":{"name":"Tracy Pollan","id":"865000000070001","email":"test@gmail.com"},"Phone":"6564352341","Billing_Address_Name":"Billing address","Service_Address":{"name":"AD-4","id":"865000000079012"},"ZCRM_Id":null,"Service_City":"Oconee","Modified_Time":"2021-09-21T09:24:59-07:00","Due_Date":"2021-09-20","Service_State":"Illinois","Unsubscribed_Time":null,"Request":{"name":"REQ1","id":"865000000079025"},"Service_Street2":null,"Completed_Time":null,"Type":"Service","Billing_Address":{"name":"AD-3","id":"865000000079011"},"Billing_State":"Illinois","Billing_Zip_Code":"62553","Summary":"Bathroom Plumbing","Billing_Latitude":39.286597,"Service_Longitude":-89.108759,"Tag":null}],"info":{"per_page":20,"count":1,"page":1,"more_records":false}}

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Merge Records

                                                                                                        In Zoho FSM you can easily eliminate duplicate records. While syncing data with external systems (e.g. Zoho Invoice/Books), or importing external data, there are chances of duplicate records getting added to Zoho FSM. In this case, you might want to ...
                                                                                                      • Fetch records

                                                                                                        You can fetch records from a module using the zoho.fsm.getRecords() deluge task. Syntax Method Used Syntax Using the Internal Connection <Response> = zoho.fsm.getRecords(<module>); Using the Connection of a Service (Default/Custom) <Response> = ...
                                                                                                      • Add records

                                                                                                        You can create records using the zoho.fsm.createRecord() deluge task. Syntax Method Used Syntax Using the Internal Connection <Response> = zoho.fsm.createRecord(<module>, <KEY-VALUE>); Using the Connection of a Service (Default/Custom) <Response> = ...
                                                                                                      • Updating Records

                                                                                                        You can update a record of a module using the zoho.fsm.updateRecord() deluge task. Syntax Method Used Syntax Using the Internal Connection <Response> = zoho.fsm.updateRecord(<module>, <NUMBER>, <KEY-VALUE>); Using the Connection of a Service ...
                                                                                                      • Revert Status of Records

                                                                                                        You can revert the status of cancelled or terminated work orders and service appointment records back to their previous state. You can also revert a completed service appointment. Permission Required: Revert To revert the status of a record: Click ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources