WIDGET in related record list ZOHO CRM; how to get and put data to subform custom fields?

WIDGET in related record list ZOHO CRM; how to get and put data to subform custom fields?

he need:
Read and write two custom subform line-item fields on Quotes: Segment_wyceny (picklist/text) and W_pakiecie (number).
Write works; read does not return these fields via SDK.


Environment

  • Zoho CRM Widget

  • Zoho Embedded App SDK v1.2

  • Module: Quotes

  • Subform/line items: Product_Details

  • Custom line-item fields: Segment_wyceny, W_pakiecie

  • Test Quote ID: 751364000038706221


What works

  • Creating Quotes with line items using insertRecord

  • Updating line-item custom fields using updateRecord with line_item_custom_fields

await ZOHO.CRM.API.updateRecord({ Entity: 'Quotes', APIData: { id: NEW_QUOTE_ID, Product_Details: [ { id: LINE_ITEM_ID, line_item_custom_fields: [ { api_name: 'Segment_wyceny', value: '...' }, { api_name: 'W_pakiecie', value: 2 } ] } ] } });

What doesn’t work (reading)

  • getRecord does return Product_Details, but the returned line items do not include the custom fields

  • No line_item_custom_fields array; fields like Segment_wyceny / W_pakiecie are missing

  • Even when explicitly requested via fields


Attempts

  1. Plain getRecord
    ZOHO.CRM.API.getRecord

  2. getRecord with fields on subform

    ZOHO.CRM.API.getRecord({ Entity: 'Quotes', RecordID: '751364000038... })
  3. getRecord with fields on main record (sanity check)

    ZOHO.CRM.API.getRecord({ Entity: 'Quotes', RecordID: '751364000038706221', fields: 'Segment_wyceny,W_pakiecie' });

    Not applicable – these are line-item fields, not on the main record.

  4. getRelatedRecords for Product_Details

    ZOHO.CRM.API.getRelatedRecords({ Entity: 'Quotes', RecordID: '751364000038706221', RelatedList: 'Product_Details' });

    Fails with “relation name invalid” (Product_Details is a subform/line items, not a related list).


Notes

  • Confirmed: ZOHO.CRM.WIZARD.Post is not an SDK method

  • The full calculation snapshot is also stored in a JSON field on the Quote, but we do not want to use that as the data source


Expected vs Actual

  • Expected: getRecord should include line_item_custom_fields for each Product_Details row, or at least return Segment_wyceny / W_pakiecie when requested via fields

  • Actual: Product_Details are returned without custom line-item fields; line_item_custom_fields is undefined/missing


Question to the community
How to correctly retrieve custom line-item fields (Segment_wyceny, W_pakiecie) from Quotes → Product_Details using Zoho Embedded App SDK v1.2?

Is there a documented way to make getRecord return line_item_custom_fields for Quotes line items, or an alternative endpoint/parameter that should be used within widgets?

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