Kaizen #183 - COQL API's Enhancements in Zoho CRM API Version 7
Hello everybody!
Welcome back to another post in our Kaizen series.
COQL API
Query API lets you query for records based on queries using the CRM Object Query Language(COQL). COQL is based on the SQL query syntax, and supports the SELECT query to fetch records. Using this API, you can query for data across different modules that are linked using lookup fields.
1. Enhanced Field Limits in the SELECT Clause
You can now retrieve up to 500 fields in a single query. Previously, the limit was 50. This allows you to fetch more data in a single request, reducing the number of API calls and improving performance.
Sample query:
{ "select_query": "select Last_Name, Email, Phone, Industry, Revenue, ... (500 fields) from Leads where id is not null" } |
2. Enhanced Value Limits for IN and NOT IN Operators
The IN and NOT IN operators now support up to 100 values each, doubling the previous limit of 50. This enhancement allows for more comprehensive filtering in your queries. Users can now include a larger set of criteria in a single query, making it easier to retrieve your data without needing multiple queries.
Sample query for IN:
{ "select_query": "select Account_Name from Accounts where Industry in ('IT', 'Finance', 'Healthcare', ... (100 values))" } |
Sample query for NOT IN:
{ "select_query": "select Account_Name from Accounts where Industry not in ('IT', 'Finance', 'Healthcare', ... (100 values))" } |
3. Custom View support in COQL API
No more manual filtering! Simply use a custom view ID directly in the FROM clause. Retrieve custom view IDs using the Custom View API and include them in your queries to retrieve specific-custom view data.
Unsupported Custom Views
- Custom View in Other Modules : The following custom views are not supported in any module.
- Shared By Me
- Co-owner
- Shared To Me
Example : Shared By Me
Key and Value Structure | "system_name": "{module_name}SHAREDBYME" |
Example | "system_name": "LEADSSHAREDBYME" |
COQL supports CVID in the following format: FROM {module_API_name}#{CVID}.
See the sample query below for reference.
Sample query:
{ "select_query": "select Lead_Status from Leads#5725767000000087501 WHERE id is not null" } //CVID: 5725767000000087501 - This is the Custom View ID in the Leads module. |
4. Retrieve Corresponding Field Metadata via COQL
Need to retrieve field details? You can fetch both the required data and field metadata in a single query. Just add "include_meta" key to your query to retrieve field metadata. This key fetches metadata for the fields specified only in the SELECT column. Also, it eliminates making an additional GET - Fields Metadata API call to know the field metadata and save API credits.
Sample query:
{ "select_query": "select Lead_Status, Phone from Leads where id is not null", "include_meta": [ "fields" ] } |
Ensure you have the ZohoCRM.settings.fields.READ scope to avoid an OAUTH_SCOPE_MISMATCH error.
Sample Response:
{ "data": [ { "Lead_Status": "Attempted to Contact", "Phone": "555-555-5555", "id": "5725767000000420480" }, { "Lead_Status": "Contact in Future", "Phone": "555-555-5555", "id": "5725767000000420481" }, . . . ], "fields": { "Lead_Status": { "webhook": true, "operation_type": { "web_update": true, "api_create": true, "web_create": true, "api_update": true }, "colour_code_enabled_by_system": false, "field_label": "Lead Status", "tooltip": null, "type": "used", "table_name": "CrmLeadDetails", "field_read_only": false, "required": false, "display_label": "Lead Status", "read_only": false, "association_details": null, "multi_module_lookup": {}, "id": "5725767000000002611", "created_time": null, "filterable": true, "visible": true, "refer_from_field": null "auto_number": {} } }, "info": { "count": 200, "more_records": true } } |
5. Field Limit Restriction in the ORDER BY Clause
The fields limit has been restricted in the ORDER BY clause. You can specify up to 10 fields in the ORDER BY clause for more precise sorting. Previously, there was no limit. This restriction helps improve query performance.
sample query:
{ "select_query" : "select Last_Name from Leads where id is not null order by Lead_Source, Lead_Status, Email, ... (up to 10 fields)" } |
6. Duplicate fields restriction
Duplicate fields are restricted in ORDER BY, GROUP BY, and AGGREGATE clauses. That is, if the same field is specified multiple times within the same clause, leading to unnecessary repetition and potential errors. This ensures cleaner and more accurate query results. Previously, this restriction applied only to the SELECT column.
Bad query:
{ "select_query":"select id from Contacts where id is not null order by id,id" } |
Duplicate aggregate fields in a query will result in a "DUPLICATE_DATA" error in the response.
7. Retrieve territory information
You can now retrieve territory information from a module by including the territory field API name in the SELECT column. This is useful to understand where your data has been distributed in various geographical locations.
Sample query 1 :
{ "select_query": "select Account_Name, Territories from Accounts where id is not null" } |
Sample query 2 :
{ "select_query" : "select Territories, Account_Name.Territories from Contacts where id is not null" } |
Sample response:
{ "data": [ { "Account_Name.Territories": [ { "name": "USA", "id": "5725767000000454003" } ], "id": "5725767000000420261", "Territories": [ { "name": "China", "id": "5725767000000454981" } ] }, . . . ], "info": { "count": 174, "more_records": false } } |
Supported modules to retrieve territory details: Contacts, Accounts, Leads, and Deals.
Note:
The territory field API names differ by module:
- Accounts, Contacts, and Leads : Territories
- Deals : Territory
8. "Full_Name" retrieval based on user preferences
The full name can be retrieved based on the current user's display name pattern, as set in their preferences. This ensures that the full name format aligns with the user's settings.
The "Full_Name" field contains the concatenated values of the First_Name and Last_Name fields. This is a read-only field available only in the Leads and Contacts modules.
Sample query:
{ "select_query": "select Full_Name from Contacts where id is not null" } |
9. Support for Multiple Modules in "what_id"
A Multi-Module Lookup (MML) field is a special type of lookup field that allows you to establish a relationship between a record in one module and records from multiple other modules. Unlike a standard lookup field that references a single module, an MML field can point to multiple module types.
Currently, an MML field is available in the Appointments module. The Appointment_For field is an MML field that can reference multiple modules, such as Leads and Contacts.
Sample query:
{ "select_query": "select 'What_Id->Leads.Company','What_Id->Accounts.Account_Type' from Calls where id is not null" } |
9.1 Support to query Multi-module Lookup (MML)'s inner field
You can now retrieve inner fields of linked modules within the MML field. This provides deeper insights into related fields data in a module.
For example, you can now query specific fields from a related module that is linked through a Multi-Module Lookup, making your data retrieval more precise and informative.
{ "select_query": "select 'Appointment_For->Contacts.Lead_Source' from Appointments__s where id is not null" } |
9.2 Support for Querying Multi-Module Lookup Module Name
Retrieve the module name associated with each record in a Multi-Module Lookup (MML) field. This helps in identifying the source module of the linked records, providing a better context for your data.
{ "select_query": "select Appointment_For.module.api_name, Appointment_For from Appointments__s where id is not null" } |
10. Retrieving Consent-Related Information
You can now retrieve consent-related information using the Consents Lookup fields in a module. This is particularly useful for GDPR compliance, ensuring you have consent records.
For more details, refer to the Consent Management documentation. This is particularly useful for GDPR compliance, ensuring you have all necessary consent information.
Note:
- Once GDPR is enabled and configured for a module, a new Data Processing Basis Details field will be created in the respective module with the data type consent_lookup ("data_type": "consent_lookup").
- You can retrieve the Data Processing Basis Details field created in the module using the GET Fields Metadata API.
- To know all available fields in the Consents module, make another GET Fields Metadata API call.
Sample query:
{ "select_query": "select Data_Processing_Basis_Details.Contact_Through_Survey, Data_Processing_Basis_Details.Data_Processing_Basis from Leads where Data_Processing_Basis_Details is not null" } |
11. Enhanced Lookup Field Response
Previously, when a lookup field was included in the SELECT column JOIN, only the lookup field’s ID was displayed. From V7, the corresponding display field value is also provided. Now, when you specify a lookup field in the SELECT column, the response includes the id of the Lookup record ID and the display field value of the lookup record.
This eliminates the need for an additional SELECT column JOIN to fetch the display value (e.g., Owner.last_name).
Sample query:
{ "select_query" : "select Owner from Accounts where id is not null" } |
Sample response
V6 | V7 |
{ "data": [ { "Owner": { "id": "5725767000000411001" }, "id": "5725767000000420169" }, { "Owner": { "id": "5725767000000411001" }, "id": "5725767000000420170" }, . . . ], "info": { "count": 23, "more_records": false } } | { "data": [ { "Owner": { "name": "Boyle", "id": "5725767000000411001" }, "id": "5725767000000420169" }, { "Owner": { "name": "Kate", "id": "5725767000000411482" }, "id": "5725767000000420170" }, . . . ], "info": { "count": 23, "more_records": false } } |
Note:
- If you query the Users lookup field in the SELECT column, the corresponding record’s last name (display field) will be displayed in the name key of the corresponding lookup JSON (e.g. Owner) response, from V7.
- Display field value will not be available for Consent Lookup and Multi-Module Lookup (MML) fields.
12. Increasing "Profile Image" field comparators
The Profile Image field now supports additional comparators.
V6 | V7 |
is null, is not null | is null, is not null, =, !=, in, not in, like, not like |
You can use a record image's ID to fetch related data. For example, if you only have a record image's ID and want to retrieve the respective record's last name, you can include the record image ID in your query.
Refer to the COQL document for more details.
Sample query:
{ "select_query" : "select Record_Image from Leads where Record_Image = 'siwz79472749456ff433f8b88d0a795ae9855' " } |
13. Enhanced "Rollup Summary" field comparators
The Rollup Summary field now supports additional comparators, making it easier to filter and analyze your data with more precision.
| V6 | V7 |
is null, is not null | =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null |
Sample query:
{ "select_query" : "select Last_Name from Leads where Total_Calls between 5 and 10" } |
13.1 Enhanced response for the Date and Datetime return types of the Rollup Summary
The Date and Datetime return types in the Rollup Summary field are now provided in ISO date and ISO datetime formats based on the user's time zone.
Sample query:
{ "select_query": "select Last_Note_Added from Leads where id is not null" } |
Response
| V6 | V7 |
{ "data": [ { "Last_Note_Added": "1721302770000", "id": "5725767000003160016" }, . . . ], "info": { "count": 200, "more_records": true } } | { "data": [ { "Last_Note_Added": "2024-07-04T03:49:48-07:00", "id": "5725767000003160016" }, . . . ], "info": { "count": 200, "more_records": true } } |
14. Enhanced LIMIT and OFFSET Value Limit
You can now retrieve up to 100,000 records using pagination with the LIMIT and OFFSET clauses. This significantly increases the amount of data you can handle in a single query, making it easier to work with large datasets. Previously, the maximum limit was 10,000. For the next set of records, add another criteria id > {1,00,000th record ID} with the "AND" operator, and go on to fetch the next 1,00,000 records.
Sample query:
{ "select_query" : "select Last_Name, Created_Time from Leads where (Last_Name is not null and id > 5725767000003160016)" } |
15. Enhanced JOIN Support Limit
Base Column JOIN
If a query contains any lookup_field.{any_field} in any clause other than the SELECT column such as ORDER BY, GROUP BY, or AGGREGATE columns, then it will be treated as Base JOIN. The Base JOIN support limit has been increased from two to five. This enhancement enables more complex queries across multiple modules, improving data retrieval flexibility.
Sample query:
{ "select_query" : "select id from Contacts where id is not null order by Owner.role, Created_By.profile" } |
Refer to the Base JOIN section in the COQL API document for more details.
15.1 Introducing the SELECT Column JOIN
A new SELECT column JOIN has been introduced, with a maximum limit of 15.
Advantages of SELECT Column JOIN
- If a lookup field is included in the SELECT column and another lookup field is used in the Base column JOIN, they will be treated as separate JOINs. This ensures that the SELECT column JOIN does not affect the Base JOIN.
- Previously, when two lookup fields in the SELECT pointed to the same module (e.g., Users), they were treated as separate JOINs. From V7, they are now considered a single JOIN, optimizing query performance and reducing redundancy.
Sample query:
{ "select_query" : "select Owner.last_name, Created_By.role from Contacts where id is not null" } |
Refer to the JOINs in COQL Queries for more details on both the JOINs.
16. Subquery in COQL
A subquery support has been given in COQL. A subquery is a child query that is nested or embedded within a parent query i.e., outer query. Subqueries can be used as an alternative to JOINs in a query. Use subqueries when a JOIN field is only needed in the criteria, i.e., in the WHERE clause. The primary reason for using subqueries is to improve performance by saving time and memory.
Sample query:
{ "select_query" : "select Lead_Source,Email from Leads where Contacts in (select id from Contacts where Email='patricia@mail.com')" } |
You can retrieve up to 100 records per subquery in a single query. A maximum of 5 subqueries can be queried in a parent query.
Refer to the Subquery documentation for more details. A detailed post on Subquery will be covered in an upcoming Kaizen post.
We trust that this post meets your needs and is helpful. Let us know your thoughts in the comment section or reach out to us at support@zohocrm.com.
Stay tuned for more insights in our upcoming Kaizen posts!
Topic Participants
Subramanian K
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 areKaizen #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 achievedKaizen #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
Double opt-in notifications and customizable confirmation messages for your webforms
Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submitHas Anyone successfully integrated Zoho and Sage Intact?
Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,Introducing Image Upload Field
Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules. Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the recordTrigger a Workflow Function if an Attachment (Related List) has been added
Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no triggerFree webinar alert on November 19 - Email driven strategies - Master personality based styles
Hello Zoho Community! Want to make email management easier, smarter, and more you? We’ve got just the session for you! Join our interactive, game-based webinar to discover how Zoho Mail adapts to your personality and work style. Learn practical hacks,Subform edits don't appear in parent record timeline?
Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a userAI generated meeting notes associated to Account or Deal
As our organization works to improve efficiency we are looking for a solution to leverage AI to generate meeting notes and then add those notes to a CRM record such as an Account or Deal. I see Zoho has a Notebook AI offering that talks about the abilitydue date on cheue
how to handle cheque in zoho books for customers and vendors including due dateZoho CRM Portal Field Level Permission Issue
Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access forWebDAV / FTP / SFTP protocols for syncing
I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful if you implemented standard protocols such as WebDAV / FTP / SFTP so that alternative inc clients can be used.'Statement of Accounts does not exist' error received, when creating PO using api in Zoho Inventory
Here is request json -- JSONString = { "date": "2019-09-24", "purchaseorder_number": "PO-6-1", "delivery_date": null, "delivery_org_address_id": 36221200000056XXX, "vendor_id": 362212000000564XXX, "attention": "Testing", "line_items": [{ "unit": "Pieces", "account_id": 36221200000003XXX, "quantity": 1, "item_id": 362212000000049XXX, "tax_type": "", "tax_name": "", "name": "One HD", "purchase_rate": 85, "tax_percentage": 0, "item_total": 85.00, "tax_id": "", "warehouse_id": 362212000000564XXX }] }Zoho Projects API 100 requests/2 min. Limit
Hi Requesting clarification on the API documentation. "You can invoke or call an API for 100 times in a span of two minutes. If you invoke more than 100 times, the particular API request will be locked for the next 30 minutes. " Does this limit applyUnveiling Zoho Sites 2.0 - A new dimension in website building
Dear Zoho Sites Users, We are thrilled to announce the launch of Zoho Sites 2.0 today! This refresh represents a significant step forward in the capabilities of Zoho Sites and is crucial for creating a lasting and positive impact on our customers' businesses.Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API
Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’sZoho Projects - Attachments added to Task and Bug emails are not saved
Hi Projects team, I have been experimenting with emails into projects to create tasks and bugs. I have noticed that attachments added to the emails are not saved to the task or bug. Is this normal behaviour? Thanks, AshleyZoho Inventory's latest shipping integration updates at a glance.
Hello Users, We would like to share some important news about our latest improvements in the Shipping integration capabilities of Zoho Inventory that we achieved in 2024 with some of our major integration partners in key editions across APAC, North America,Sorting a list of record acquired from the zoho.crm.searchRecords function.
This is something for which I'm trying to figure out a straightforward way to do. The searchRecords does a great job fetching me the records that I want. However, in some cases, where it returns multiple records, I want it to sort the returned list by date of creation of that record, so that when I do records.get(0), I get the most recent record. As an example, here's my sample pseudo code: records = zoho.crm.searchRecords("Clients", "Office_Number:equals:123456"); Now the "records" list above containsZoho Inventory Custom Field Update
Hello All, In this post I am describing how can we Update the Custom Field Value in Zoho Inventory. // Get Org ID orgid = organization.get("organization_id"); // Field Value resvp = ifnull(item.get("purchase_rate"),null); // Record ID iid = item.get("item_id");Deprecation of the Zoho OAuth connector
Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connectorAlphabetically
How can i arrange alphabetically - (Manage Manufacturer) Field in Item MasterSpotlight series #6: The Show app for Android TV has a new look!
Hello everyone! We are delighted to introduce our revamped and redesigned Show app for Android TV. Smart TVs are exploding in popularity. Android TV alone has over 110 million active monthly devices. Zoho Show, as part of a constant effort to improveCan i set a default value for country and state in address field in zoho creator?
Can i set a default value for country and state in address field in zoho creator?Convert HTML to PDF & Send as Email Attachments in Zoho Creator (Deluge)
This approach is useful for sending welcome letters, instructions, or promotional offers after order creation. // 1. Define the variables using the submitted input customerName = input.Customer_Name1; orderID = input.ID; customerEmail = input.Email_Address; //Redirect after submission is not working after a few submission
I have setup redirect url correctly and everything works as expected. However, it seems that there's a limit to the number of submissions before the redirect stops working. After the "limit" is reached, the page redirects to a seemingly zoho hosted page,Enhancement Request for Multi-Asset Work Order Feature
Hello Latha, Thank you for your continued support. The multi-asset Work Order feature is extremely helpful. I did some testing based on our requirements, and during the process, I noticed a few areas where we need your team’s support to improve the featureMarketing Tip #8: Run limited-time offers
Exclusive offers that don't last long make shoppers purchase right away instead of waiting. Run a flash sale or limited-time discount to convert interest into sales. Try this today: Set up a "Buy X Get Y" coupon in Zoho Commerce valid for a limited timeAdd Option to Mass Dispatch by User
Hello! We are using the dispatch console to dispatch service appointments to our service ressources. Right now, the process is our dispatcher verifies each ressource's route for the day and dispatches it after validation. Sadly, there doesn't seem toFree webinar: Zoho Sign unwrapped – 2025 in review
Hey there! 2025 is coming to an end, and this year has been all about AI. Join our exclusive year-end webinar, where we'll walk you through the features that went live in 2025, provide answers to your questions, and give you a sneak peek on what to expectZoho Projects - Email notification relabelling of modules not present on default templates
Hi Projects Team, I noticed that in the default email template notification, the word "bug" was not renamed to the lable I am using in my system. As many users may used the Bugs modules for various purposes including Changes, Revisions, Issues, etc...Publish to LinkedIn via API
Hi, Is it possible to publish a job opening to LinkedIn (paid job slots) if creating a job opening via api / deluge function? Or is the user required to manually publish via the job boards process? Many Thanks AdrianInclude the "Added Email ID" to the Filters of a Report
Hi, With a Report and lots of entries, a normal thing is to filter entries by the submitter, but that is not included in the Auto Filter of Reports and you can't add a custom filter to a Report without specifying the actual value. I would like to be ableLoops in Deluge
Hi, Can someone tell me how I do a simple loop in deluge? For example, if i have a variable "X" containing a number of loops to perform, i would like to perform an action X amount of times. X = 10; do while (Y < X){ // ... do something } to further explain, the equivalent in PHP of what i am trying to acheive would be: $X = 20; for($Y = 1; $Y < $X; $Y++ ){ // ... do something } ThanksI am facing a problem with an if-else condition
If I use if, else if, and else conditions in Deluge with the same variable name, sometimes the variable causes an error because the same variable name is present in every blockZoho Projects - Reply by email to @ mentions posted on the Feed.
When mentioning someone on the Feed (Status), it would be great if that mentioned person could reply to the email notification to update the Feed thread.Zoho Analytics Bulk Api Import json Data
HI, I’m trying to bulk-update rows in Zoho Analytics, and below are the request and response details. I’d like to understand the required parameters for constructing a bulk API request to import or update data in a table using Deluge. Any guidance onRecord Overseas Transactions Along with CC charges
Hi All, We receive payments via stripe in multiple currencies and stripe takes around 2.5% fees. The amount is settled in INR into our local bank. What should be the currency of the income account used for Stripe payments? Here is a sample flow that weProduct Updates in Zoho Workplace applications | October 2025
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this October. Zoho Mail Create Signature from Compose window You can now effortlessly create a Signature using the CreateSubform data to Sheets
I have been trying to setup a Zoho Flow automation to bring any Subform input to a Zoho Sheets but it seems impossible to post the subform entries to a Zoho Sheet. Is there any way to do it via Zoho Sheet API? https://www.zoho.com/sheet/help/api/v2/#CONTENT-Insert-row-with-JSON-dataEdit Contact Roles in the Potentials Mod
New to ZOHO so I need some help. I work the same people on different projects concurrency. Their contact info remains the same but their role changes from project to project. In the Potential Mod you can pick contacts and assign a Role to them. I knowIs there a way to disable the Activity Reminders Pop-Up Window every time I log in?
Just wondering if there is a setting to disable the window from opening every time I open my CRM? Thanks ChrisNext Page