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







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • 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 ...
                                                                                                  • Associate FSM Records with Books/Invoice

                                                                                                    You can instantly associate a FSM record with a specific Books/Invoice record using the link option available in individual FSM records. You can also instantly push a FSM record to Books/Invoice. In the FSM Companies, Contacts, or Services And Parts ...
                                                                                                    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