Kaizen #182 - Queries in Canvas List View

Kaizen #182 - Queries in Canvas List View



Hello everyone!

Welcome to another week of Kaizen!
​
We're back with another post in this series on Queries in Canvas List View.

Queries in Zoho CRM allow you to dynamically retrieve data from CRM as well as third-party services directly within the CRM platform.
You can construct a query of one of the following types:
  1. CRM Module type query to retrieve data from CRM modules.
  2. COQL type query to construct a query using the COQL API.
  3. REST API type query to fetch data from an external service and use it in Zoho CRM.
You can associate a query with the 'Decision' component of Kiosk, Canvas Detail View, or Canvas List View.

In this post, we will take up a use case and see how you can associate a query with Canvas List View.

Use case

Sales and support teams often need quick access to Zoho Desk tickets related to a contact in Zoho CRM. To avoid switching between apps to check ticket statuses, we can use the Queries feature to fetch the latest Zoho Desk ticket's details of a contact dynamically and display them on the Canvas List View page of the Contacts module.
This ensures that CRM users can instantly view the most recent ticket linked to a contact without leaving Zoho CRM.

Follow along to see how you can achieve this!

Step 1 - Add a Source

  1. Go to Setup > Developer Hub > Queries > Sources > Add Source.
  2. Under Information,
    1. Give a name for the source and its Base URL. Queries will make API calls to this URL to fetch data. Ensure to add this to Trusted Domain.
    2. Specify any default parameters and headers for this base URL.
  3. Under Connection, choose the connection you have created with Zoho Desk with the necessary scopes. If you haven't, create one.
  4. Click Save.

Notes
Note
Queries will make API calls to the URL you add in the Source and consume credits that are applicable in that service. Ensure you monitor your API usage in your source provider.

Step 2 - Create a REST API Query

  1. Go to Setup > Developer Hub > Queries > Add Query.
  2. Under Source, choose the source you created in step 1.
  3. Under Information,
    1. Enter the Name, API Name, and the Endpoint of the query.
    2. Specify the parameter email that takes the dynamic variable {{Contact_Email}} as its value. This is to fetch the latest ticket from Zoho Desk for a contact with the email in this variable during runtime. Refer to our Kaizen post on Handling Query Variables in Zoho CRM for additional details.
    3. Specify Headers, if any.
  4. You can serialize the output to fit your needs using JavaScript in the Serializer.

  5. Click Next.
  6. Enter an email address in the box to test the query.

  7. Click Save. You can see the response of the query and the serialized response if you had serialized the output.

  8. Click Next.
  9. You can see the Schema of the query. The Schema acts as a bridge/mapping layer between external API responses and Zoho CRM's internal data structure. For example, the response of the Desk API returns result[].assignee.firstName, which is mapped to CRM as Assignee > FirstName. Schema ensures that the CRM UI knows how to display the field correctly.
    With the right mapping in the schema, you can avoid manual data entry or syncing, and use the API data in workflows, reports, and dashboards.
    You can change the CRM Field Type and Label to suit your needs. Refer to our Kaizen post on Serialization and Schema Management for more details.
  10. Click Save to save the query.
Now that our query and fetching data from Zoho Desk is sorted, let's move on to the Canvas.

The Custom List view in Canvas enables you to stack records horizontally, one above the other.
Follow the steps in the How to Work with Canvas? guide to create a Custom List View Canvas for the Contacts module.
  1. On the Canvas, click the database icon for the Queries component.
  2. Click Associate Query.
  3. Give an Association Name and select the Source(added in step 1) for the query.
  4. Under Query, select the query you created.
  5. The Variables section will contain the variables in the query. The drop-down displays all fields in the Contacts module. Select the Email field.
  6. Under Result Mapping, choose Email as the Source Record Field and Contact > Email as the Query Response Path. The Query Response Path is populated from the schema of the query.
  7. Click Done to associate the query with the canvas.

  8. You can see all the fields of the query on the left. Drag and drop the required fields on the canvas.

  9. Save the canvas.

Time for the big reveal!
The following GIF shows how the ticket details from Zoho Desk are populated on the Canvas List View of the Contacts module.
Info
Note that every time you reload the canvas, the query underneath makes an API call to the source provider to fetch data for the contacts in Zoho CRM. Ensure your API calls are monitored to avoid exhasuting your credits.


We hope you liked this post.
​
Let us know your thoughts in the comments or write to us at support@zohocrm.com.
Topic suggestions are welcome! See you all next week!


Cheers!


----------------------------------------------------------------------------------------------------------------------------------------










    • Sticky Posts

    • Kaizen #217 - Actions APIs : Tasks

      Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

    • Kaizen #216 - Actions APIs : Email Notifications

      Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

    • 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 achieved

    • Kaizen #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 the

    • Recent Topics

    • Updating task using excel file

      Hi, Is there a way to update existing tasks using excel file import?  Thanks

    • Cross module filtering is now supported in CRM

      Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters The Cross-module filtering enhancement is now available to all CRM accounts in the following

    • Before Going To The Qc stage , site ready ness file upload mandtoty how to achive this in the blue print transition

      Before Going To The Qc stage , site ready ness file upload mandtoty how to achive this in the blue print transition On click of the Predelivery transition can we show site ready ness file upload mandtoty or on click of the QC show the alert message site

    • Note cards are duplicating

      Hi, I've been using this app for some time and love it. Recently I've noticed that upon closing a note card, it creates a duplicate. If I exit the notebook it's in and go back, everything is back to normal. Not a major issue but still a little annoying.

    • Where is the (Bulk) Notes Export function from Notebook ???????

      I have seen various threads over the last two years on this and basically no action from ZOHO at all ! BTW having to go to an individual note and export to PDF (which now doesn't even work ) or some sort of zoho format is by no means the answer ! I still can't see any sort of bulk (or even individual) export function across notes. This is really poor for a notes product that is nearly 4 years old from a "major vendor".  I now have a large number of notes (some with images) that I want to export and

    • Again about the backlighting of the search query when searching in a client for Linux

      Some time passed, I installed a client for Linux version 3.4.0, but I still did not receive the promised search with the backlighting of the search query how it was implemented in the client for android. In the previous topic, you told me that this function

    • Important! ZipRecruiter Sponsored Posting Plan Changes in Zoho Recruit

      Greetings, We’re reaching out to inform you about an important upcoming change to the ZipRecruiter Sponsored job board integration within Zoho Recruit. What’s Changing? Starting June 1, 2025, Zoho Recruit will be updated with ZipRecruiter's latest pricing

    • In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote

      In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote Pls help how i fix this

    • Linking Multi-UOM Barcodes to Products in Zoho Books

      Greetings, I'm using Zoho Books for retail shop and I'm running into a bit of a challenge with products that have multiple Units of Measurement (UOMs) and corresponding barcodes. For example, I sell cigarettes both as individual packets and in cartons

    • Convert Item to composite item

      When using Zoho CRM integrated with Zoho Inventory/Books, the item creation process is a little messy. After a few years of trial and error, we have settled on creating items in CRM, which are sync'ed to Zoho Inventory using Zoho's own internal integration.

    • Mapping “Account Name” from CRM to Campaigns

      I’m syncing our Contacts list to Campaigns and want to select “Account Name” as an available field. Account Name does not appear in the drop down menu for CRM field even though Account Name is a field in our standard layout. How can I make it availa

    • Zoho Campaigns to Zoho Analytics Sync Fails – Field Mapping Shows But Not Applied

      I’m facing a persistent issue with the Zoho Campaigns integration to Zoho Analytics in my workspace. Here’s a detailed description of the problem: Under Edit Setup, I see a field mapping summary that shows: DataField Mapping: Most Recent Login However,

    • Host in US Data Centre

      I humble apply to be registered on US Data centre

    • Multiple images, one record

      I have a form that is used to capture the following info: -Facility Name -Origin -Shipment # -Picture of Damaged Pallet (Image field) I want to be able to capture multiple pictures without having to create a new record, as there might be multiple damaged pallets on the shipment. Obviously, one never knows how many damaged pallets might be on a shipment so I'd prefer not to create 20 image fields and have most of them unused.  I'd prefer that they have an option to add another image only if they need

    • how to dynamically upload multiple images for single record?

      Is the use of dynamic multiple images in a single record supported? I've searched but have not found the answer. If it is supported, how is it done? I saw 1 suggestion to add a sub-form but that doesn't seem to be the answer. I don't want to add a set number of image fields. Each record would have a different number of images. I want the addition of images to be dynamic. thanks

    • Multi-upload field

      Hi I need to include a file upload field that allows the user to select multiple files and upload all at once. I hope I can do this with HTML, I'm new to merging HTML and deluge... Can I trigger a hidden file upload window to appear On User Input of a field in an embedded form? Thanks! Levi

    • is it possible to add multiple attachments to a record?

      Hello, I'm trying to add functionality so that a record can have several associated attachments. I obviously added a File Upload field to my form, but that appears to only allow one total. Is there a way around this? Thanks, - Kevin

    • multiple upload files in zoho form

      Hi,  I need upload multiple files  in a single upload field thkns

    • Keeping Track of Email Threads

      Hi, Z CRM is great for tracking all the activities one would want to track whilst qualifying leads, converting to customers, closing deals etc etc, however.... ....although I can use Z CRM to send an email to a lead/contact and have that recorded as an activity for other team members to see, there is no way of capturing an inbound email from that lead. Assume my lead replies to my email sent from ZCRM, in my case, the response arrives in my ZMail account. However I can't get it back into ZCRM to

    • Zoho Creator invokeUrl to retreive PDF

      I'm trying to retreive a record PDF to send to Print Node. Tried with and without the zoho_creator_connection. pdf_content = invokeurl [ url :"https://creatorapp.zoho.com.au/<org_namespace>/<app_link_name>/record-pdf/<report_link_name>/" + input.ID type

    • Bulk upload image option in Zoho Commerce

      I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enter

    • Zoho App Builder

      I’m looking for a Zoho Creator developer to build a simple app for tracking site expenses for a construction company. Key features: mobile form, dropdowns for projects and expense types, photo attachment for invoices, auto-calculated totals, and Excel

    • Captcha can't be enabled conditionally

      Hi Problem: captcha on a form can't be enabled conditionally. Why is this a problem: Because I use the same form on our website (public) in the portal and mobile app. In the portal it works but in the mobile app it doesn't. So there should be a way to

    • ACH Returns Don’t Trigger Dunning or Reverse Payment in Zoho Subscriptions

      Zoho Billing marked an ACH payment as successful and kept the subscription active — even though the payment was later returned by the bank (NSF). There was no update to the invoice or subscription status, and I had to manually clean it all up. For credit

    • Zoho Sheet - Split cell diagonally fill half color

      is it possible to split a cell diagonally, fill different text in each half and ideally color them differently as well?

    • Calling Token API in Postman returning "error: invalid_client"

      Hello, I've been working on setting up an API to get data from zoho crm into a third-party application. I'm currently testing the setup in Postman, but I'm getting an error from the API to retrieve the access token. It keeps returning "error: invalid_client".

    • How to handle this process need using a Blueprint?

      See one minute screen recording: https://workdrive.zohoexternal.com/external/eb743d2f4cde414c715224fc557aaefeb84f12268f7f3859a7de821bcc4fbe15

    • bulk scheduling youtube shorts and facebook reels

      how do i flag the video as facebook reel rather than normal video, it's vertical, 20 seconds, yet still being posted as video on facebook for youtube, it's being rejected out right both videos are to standard, can be posted normally with normal scheduler

    • Invitation-Based User Access in Zoho Analytics

      Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve security

    • Filtert products by multi select custom field

      Hello, this is seems like a must addition, why it can not be done now?

    • Multiple images

      Hi Is there a way to insert multiple images in one image record or any way that instead of one image, I could upload 5 to 10 images together. Looking forward for a solution. Regards

    • Zoho Projects - Custom Objects

      Hello, is there the ability now, or in the near future, to add custom objects to Zoho Projects? The requirement here would be to have the ability to track change requests to a project's budget. The idea here is to have the ability to create a custom Object

    • Access CRM Variables from Formula field

      Is it possible to use a CRM variable (defined in Developer Space -> CRM Variables) in a formula field for calculations ?

    • Announcing Bigin India Meetups Across 8 Cities: July 29 - Aug 07

      Hello Biginners, We've got some exciting news to share! We're hosting our first round of Customer Meetups for 2025 in India, from 29th July - 9th August. Whether you're a Bigin newbie or a seasoned pro, this is your chance to meet customers from your

    • Why isn't there an Expense description field / column?

      Hello! I'm new to Zoho Books and accounting. I'm surprised there isn't a proper expense description field (and column in the overview "all expenses" page)? I thought this was a given in accounting, as visualizing expenses facilitates tracking them down?

    • New in Zoho PDF Editor: Watermarks, password protection, signature collection, and more.

      Hi Zoho Sign users! We are delighted to introduce the latest enhancements to Zoho PDF Editor, designed based on user feedback and feature requests. This update enables you to reorder, extract, and rotate PDF pages, add watermarks, and collect signatures.

    • Cant't update custom field when custom field is external lookup in Zoho Books

      Hello I use that : po = zoho.books.updateRecord("purchaseorders",XXXX,purchaseorder_id,updateCustomFieldseMap,"el_books_connection"); c_f_Map2 = Map(); c_f_Map2.put("label","EL ORDER ID"); c_f_Map2.put("value",el_order_id); c_f_List.add(c_f_Map2); updateCustomFieldseMap

    • Printed Reports, Increase Font SIZE

      I need to send some printed copies of financial reports to my attorney. The reports print out with microscopic fonts. How do I increase the font size so that a normal human can read the text? Every other accounting app can do this so I imagine I have

    • Avoid email sending!

      Hello, Thanks you Zoho for the wonderful apps you provide. Question: Is there a way to disable sending emails when: - creating an estimate or billing. Thanks Tommy

    • Need to show discount before total after subtotal

      Need to show discount before total after subtotal on my estimate template (see attachment)

    • Next Page