Queries in Custom Related Lists
Hello everyone,
We hope you’re having a great day!
A while ago, we introduced Queries in Zoho CRM to help you dynamically fetch data from CRM modules or even external sources—right within your CRM interface. Many of you have already used Queries with Canvas (both record detail and list views) and Kiosk to create more personalized, data-driven experiences.
Today, we’re excited to let you know that we’re taking Queries a step further-You can now associate queries with custom related lists!
What does this mean for you?
Custom related lists already allow you to display additional, context-specific information alongside your CRM records, whether it’s from another module, a third-party service, or a custom integration. With this update, you can now power these related lists using Queries—making them even more flexible and dynamic.
Imagine you’ve built a custom module called Orders to track all product shipments. Now, you'd like to display a list of nearby post offices that can deliver to the order’s Shipping Code, and you want this list to update automatically for each record.
You can create a query that pulls in post office data from an external API, with the Shipping Code passed as a variable at runtime, and associate this query with a custom related list to display the deliverable post offices alongside the record.
The query would look like the following image.
Refer to the REST API section to create a query with the external API provider as the Source. The Custom Related Lists section explains the detailed steps to associate a query with a custom related list.
The following GIF shows how the related list is dynamically populated by the query.
Using Queries in Related Lists opens up endless possibilities. With the power of Queries in related lists, you can:
- Avoid static data as related lists become truly dynamic.
- Display contextual data - data that is relevant to the record.
- Negate the need for lookup fields as queries can fetch data from external services and CRM modules seamlessly.
If you have any questions or need assistance, feel free to reach out to us at support@zohocrm.com.
Thank you for being part of our community, and we can’t wait to see how you use this new capability!
Cheers!
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