Kaizen 81 - COQL API - Part II

Kaizen 81 - COQL API - Part II

Hello everyone! 
Welcome to another week of Kaizen! 
In continuation to last week's post on COQL API, we will discuss the rest of the field types and their supported operators with detailed examples in this post. 

Supported field types and Operators

Please refer to the COQL API - Part I Kaizen post for the first three field types and their supported operators.

4) Boolean

The supported operator for Boolean field is =. You should provide the value as either true or false.

Sample Query

{
 "select_query" : "select Product_Name, Product_Code from Products where Product_Active = 'false' limit 2"
}

This sample query selects the Product_Name and Product_Code fields from the Products module where Product_Active is false, and limits the result to only 2 records.
Sample Response:
{
    "data": [
        {
            "Product_Code": "SR-001",
            "Product_Name": "Sigma",
            "id": "4876876000001036109"
        },
        {
            "Product_Code": "SR-003",
            "Product_Name": "Alpha",
            "id": "4876876000001039006"
        }
    ],
    "info": {
        "count": 2,
        "more_records": false
    }
}

what_Id support in COQL

=, !=, in, not in, is null, is not null are the supported operators. what_Id support is extended only to Tasks, Calls and Events. The what_Id field could be a lead or a contact.

Sample Query

{
    "select_query": "select 'What_Id->Leads.Last_Name' from Tasks where (('What_Id->Leads.id' in ('4876876000000900134','4876678000000900987')) AND ('What_Id->Leads.Industry' != 'ERP'))"
}

This sample query queries for the last name of leads associated with tasks where the lead ID is either '4876876000000900134' or '4876678000000900987', and the lead's industry is not 'ERP'.
Sample Response:
{
    "data": [
        {
            "What_Id->Leads.Last_Name": "Perry",
            "id": "4876876000001103044"
        }
    ],
    "info": {
        "count": 1,
        "more_records": false
    }
}

Roles and Profiles support in COQL

COQL supports roles and profiles lookup fields, allowing users to retrieve the owner's profile details such as ID, name etc, and the owner's role details using COQL queries. The supported comparators are =, !=, in, not in, is null, is not null.

Sample Query

{
    "select_query": "select Owner.role.id,Owner.role.name,Owner.role.reporting_to, Owner.role.share_data_with_peers, Owner.role.description, Owner.profile.id from Leads where Last_Name is not null LIMIT 1"
}

This query fetches the Profile details and Role details of the owner of one record from the Leads module. 

Sample Response:
{
    "data": [
        {
            "Owner.role.reporting_to": null,
            "Owner.profile.id": "4876876000000026011",
            "Owner.role.name": "CEO",
            "Owner.role.description": "crm.security.role.admin.desc",
            "Owner.role.share_data_with_peers": true,
            "Owner.role.id": "4876876000000026005",
            "id": "4876876000000333403"
        }
    ],
    "info": {
        "count": 1,
        "more_records": true
    }
}

Alias support

Supported operators : =, !=, in, not in, is null, is not null
Alias support in COQL allows users to simplify complex SELECT field names by giving them custom names or aliases. Using aliases in the SELECT column and ORDER BY class can make column names easier to understand and remember. For instance,  What_Id->Leads.Last_Name from our previous example can be given an alias in the SELECT query as follows.

Sample Query

{
    "select_query": "select 'What_Id->Leads.Last_Name' AS 'Lead Name' from Tasks where (('What_Id->Leads.id' in ('4876876000000900134','4876678000000900987')) AND ('What_Id->Leads.Industry' != 'ERP'))"
}

Sample Response:
{
    "data": [
        {
            "id": "4876876000001103044",
            "Lead Name": "Perry"
        }
    ],
    "info": {
        "count": 1,
        "more_records": false
    }
}

If you compare this response with the sample response in the what_Id section above, you can see that the key 'What_Id->Leads.Last_Name'  is replaced with the Alias 'Lead Name'  in here. 

Aggregate Function Support in COQL

Aggregate functions in COQL allow you to perform calculations on groups of records in a module. The available aggregate functions include SUM, MIN, MAX, AVG, and COUNT.

1. SUM

Use this function to sum up the values of an aggregate field in a module. 

Sample Query 1

{
    "select_query":"select SUM(Grand_Total) from Quotes WHERE Quote_Stage = 'Draft' "
}

This Query uses the SUM function to calculate the total value of the Grand_Total field for all quotes in the Draft stage in the Quotes module.
Sample Response:
{
    "data": [
        {
            "SUM(Grand_Total)": 1073660
        }
    ],
    "info": {
        "count": 1,
        "more_records": false
    }
}

Sample Query 2

{
    "select_query": "select SUM(Grand_Total), Account_Name.Account_Name AS 'Account Name', Billing_Country from Invoices where ((Status != 'Paid') and ((Billing_Country ='USA') OR (Billing_Country = 'Canada'))) GROUP BY Account_Name.Account_Name, Billing_Country ORDER BY 'Account Name' ASC"
}

This query retrieves the total SUM of the Grand_Total field, along with the Account_Name and Billing_Country from the Invoices module for those records whose Status field is not equal to 'Paid' and the Billing_Country field is either 'USA' or 'Canada'. The results are grouped by the Account_Name and Billing_Country fields and ordered in ascending order based on the 'Account Name' field.

Note that the 'Account Name' field is specified using the AS keyword to provide an alias for the Account_Name.Account_Name field. We have used the alias for the ORDER BY clause.
Sample Response:
{
    "data": [
        {
            "Account Name": "SR Systems",
            "Billing_Country": "USA",
            "SUM(Grand_Total)": 2430000
        },
        {
            "Account Name": "SR Systems",
            "Billing_Country": "Canada",
            "SUM(Grand_Total)": 60000
        },
        {
            "Account Name": "Zylker systems",
            "Billing_Country": "Canada",
            "SUM(Grand_Total)": 378000
        }
    ],
    "info": {
        "count": 3,
        "more_records": false
    }
}

The response JSON contains the SUM of the Grand_Total fields, Account Name and Billing_Country for each unique combination of Account Name and Billing Country fields that satisfies the filter criteria specified in the query. 

2. MAX

Use this aggregate function to find the largest value of a field in a module. 

Sample Query

{
    "select_query": "select MAX(Amount) AS 'Maximum Deal Amount', Account_Name.Account_Name from Deals where ((Stage = 'Closed Won') AND  (Type = 'Existing Business')) Group by Account_Name.Account_Name"
}

This Query selects the maximum Deal Amount for each account from the Deals module where the stage is Closed Won and the type is Existing Business.
Sample Response:
{
    "data": [
        {
            "Maximum Deal Amount": 6750000,
            "Account_Name.Account_Name": "Benton"
        },
        {
            "Maximum Deal Amount": null,
            "Account_Name.Account_Name": "King"
        },
        {
            "Maximum Deal Amount": 945000,
            "Account_Name.Account_Name": "Morlong Associates"
        }
    ],
    "info": {
        "count": 3,
        "more_records": false
    }
}

3. MIN

Use this aggregate function to find the smallest value of a field in a module. For example, you can use this function to find the Lowest Annual Revenue in the Leads module.

Sample Query: 1:

{
        "select_query": "select MIN(Annual_Revenue) from Leads where Annual_Revenue is not null"
}

Sample Response:
{
    "data": [
        {
            "MIN(Annual_Revenue)": 348.3
        }
    ],
    "info": {
        "count": 1,
        "more_records": false
    }
}

4. AVG

Use this aggregate function to find the average value of a field in a module. 

Sample Query

{
    "select_query": "SELECT AVG(Amount) AS 'Average Deal Amount' FROM Deals WHERE Type = 'New Business'"
}

This query calculates the average deal amount for all new business deals in the "Deals" module. 
Sample Response:
{
    "data": [
        {
            "Average Deal Amount": 877366.8359999999
        }
    ],
    "info": {
        "count": 1,
        "more_records": false
    }
}

5. COUNT

Use this aggregate function to count the number of records in a module satisfying a certain criteria. You can use this aggregate function only for number, lookup, and picklist fields.

Sample Query:

{
    "select_query": "SELECT COUNT(Product_Category) FROM Products WHERE Product_Active = 'false'"
}
This sample query queries for the total number of inactive products in the Product module. Please be aware that if there are any products with no value for the product category field, they will not be included in the count.

Important points to remember

  • COQL keywords are not case-sensitive.
  • To prevent ambiguity, the criteria listed in the WHERE clause must be properly enclosed in brackets. If WHERE has more than two criteria such as A, B, and C, use them as either of the following:
    • (A and (B and C))
    • ((A and B) and C)
    • A and (B and C)
    • (A and B) and C.
  • COQL supports only SELECT queries with WHERE, FROM, ORDER BY, LIMIT, and OFFSET clauses and aggregate functions SUM(), MAX(), MIN(), AVG(), and COUNT().
  • The default sort order is ascending based on record ID if ORDER BY is not specified.
  • Use the following format for :
    • Date : YYYY-MM-DD
    • DateTime : YYYY-MM-DDTHH:mm:ss+/-HH:mm
  • The default value for LIMIT is 200 and OFFSET is 0.
  • A maximum of 10,000 records can be fetched using the API.
  • Multi-line fields cannot be used in criteria.
  • COQL doesn't support consent_lookup, subform, profileimage, multiselectlookup, fileupload datatypes.
  • A maximum of 25 criteria can be included in the WHERE clause.
  • A maximum of 50 field API names can be used in the SELECT column of the query.

     Data Type
     Supported Operators
     text
     =, !=, like, not like, in, not in, is null, is not null
     picklist
     =, !=, like, not like, in, not in, is null, is not null
     ownerlookup
     =, !=, in, not in, is null, is not null
     lookup
     =, !=, in, not in, is null, is not null
     date
     =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null
     datetime
     =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null
     currency
     =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null
     boolean
     =
     email
     =, !=, like, not like, in, not in, is null, is not null
     phone
     =, !=, like, not like, in, not in, is null, is not null
     website
     =, !=, like, not like, in, not in, is null, is not null
     double
     =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null
     bigint
     =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null
     integer
     =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null
     formula
     If the return type is:
          Decimal/Currency/Date/Datetime : =, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null
          String : =, !=, like, not like, in, not in, is null, is not null
          Boolean : =
     autonumber
     =, !=, like, not like, in, not in, is null, is not null
We hope you found this post useful. We will meet you next week with another interesting topic.

If you have any questions or feedback, please let us know in the comments below, or write to us at support@zohocrm.com. We would love to hear from you! 


Additional Reading:








    • Recent Topics

    • Adding Folders in Android App

      Is it possible to create a new email folder within the Zoho Mail Android app?  Or can this only be done from the desktop version of Zoho Mail? Cheers!

    • Collaborative editing of spreadsheets by multiple users simultaneously - Is it really possible?

      I work in a SharePoint 2010/SharePoint Server 2010 environment and we use MS Office 2007(Excel 2007) . I have been trying to create a MS Office document which will allow multiple users to work on a spreadsheet simultaneously. For that I have: 1) Created a excel workbook and published as a workspace as suggested by Andrea Kalli in her link: http://www.wonderhowto.com/how-to-collaborate-files-between-sharepoint-and-office-2007-182172/ 2) Set up and saved the Excel Workbook as "Shared" and made it available

    • Ability for customer to give feedback after receipt of an order

      Is there any way we can receive feedback from customers regarding their order after delivery (other than just an email, obviuosly)? This is not the same as product reviews, as it may concern other points, but would ideally have an inbuilt reference to

    • Issue with EU MArketplace

      Hi It's super frustrating that many CRM / Zoho (whatever) extensions are not available in the EU Market place Example: https://marketplace.zoho.com/app/crm/time-tracker-extension-for-zoho-crm For now, can the team address the extension above, but on the

    • Conversion of functions from Google Spreadsheets

      Hello! I use this formula "=QUERY(ResumoOrdemVencimento!A3:O38;"SELECT A,B,C,D,E,F,G,H,I,J,K,L,M,N,O WHERE C != '' ORDER BY C,G")" in Google Sheets but when importing my spreadsheet into Zoho Sheets the formula was not converted. The QUERY function brings data from another spreadsheet, and then I sort and apply conditional formatting. The order of data will change automatically as I update the source spreadsheet. What Zoho Sheets function is equivalent to QUERY? I have some other spreadsheets to

    • Zoho Books Sandbox environment

      Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

    • Zoho Books | Product Updates | November 2024

      Hello users, We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift. Attach XRechnung to Invoices

    • Spell check sucks

      Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.

    • Signature image logo not displaying in recipient mail clients

      Whenever I send an email to another person the image that forms part of my logo is not displayed just a broken link to: https://mail.zoho.com/mail/ImageSignature?fileName=Email-log.jpg&accountId=47238000000007001&storeName=NN1:-3205531763309921492 I can see the logo because I've got a zoho account and I'm logged on but others without a zoho account can't see it. How do I fix this? Thanks -Martin

    • Sales Order, what are the statuses under Confirmed and Closed

      Hi, I have to build a workflow in Deluge which should be triggered when Sales Order status is Confirmed or Closed. But these 2 states don't exist when you fetch a sales order. Which of the statuses are considered as Confirmed or Closed ? Here is a list

    • Notifications for calendar meetings

      So we have been happy users for a few months now. This is an important problem we face, since I have forgotten meetings already cause of lack of notifications. The problem: I have notifications (email, popup and notifications) set for my calendar by default.

    • Reusuable Sections & Universal Brand Settings

      Zoho Email Campaign setups take longer than other software I've used because it doesn't have reusable sections or universal brand settings (fonts and colors). These enhancements should be added to help us create our campaigns more easily.

    • Blockchain technology

      Blockchain technology is being used to revolutionize accounting and financial reporting. With blockchain, financial transactions are recorded on a decentralized ledger, making tracking transactions and verifying their accuracy easier. This technology

    • Este domínio já está associado a esta conta

      Fui fazer meu cadastro na zoho e quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso? Atenciosamente, Anderson Souza.

    • not able to hit inventory api

      when i hit the api with my account keys and the access is provide by the client

    • Remove County field from Customer Address input screen (or allow input to be deleted)

      We are in the USA and have just noticed that there is now a County field in the Customer Address input screen (and maybe other areas of Zoho Books, but this is the one affecting us at the moment). County is not important to our business, and in fact we

    • 553 Relaying disallowed error

      Hi, I am receiving a "553 Relaying disallowed" error when sending emails to my domain email address which I have configured in Zoho. However, I am able to receive emails from my domain email to my gmail account. The SPF and MX entries are all configured

    • Leads and Deals Issue

      Hi! Is Zoho having trouble today? I've been experiencing issues today. When I move a deal to closed/won, it previously would require a closing date but today the screen just went blur and the closing date did not pop up. And then under leads, I was trying

    • !! URGENT My sent mail goes to spam

      I tested a few times and every time I send mail out it goes the recipients spam box.  Why is it marking my mail as spam? please help me ! thanks

    • Event Time Zone in meeting invites are confusing users

      When sending calendar invites to internal and external users, the first section "Event Time Zone" is confusing people and they are automatically declining events. Can this section please be removed??? It already shows the correct time zone next to the

    • Request For Quotation (RFQ) module

      Hello, Do you have any plans to implement a RFQ module in to ZOHO Inventory? I would like to chose items that I require a price for, select a number of different suppliers to e-mail and have them submit there pricing online. I would then like to see a

    • Constant Sync Errors 🙄

      I'm constantly getting sync error notifications with no actual resolution. Also... I have folders and files with a (!) on the cloud icon, indicating it's not accessible. This has also led to the complete loss of certain folders. Like... the go missing!

    • Display your zoho contact name when they call your mobile number

      As per the title If a contact calls the office number, the contacts name shows on mobile as long as I have their contact details registered in my crm. Is there a way that if the contact calls my mobile, their name can be displayed? Currently just their number shows when they call.

    • In Zoho Projects, is there a way to create a folders template under documents that can be used once a project is created?

      We have a specific folder structure that we would like to use that is standard across every project. Instead of having to create this structure every time a project is created, is there a way to create a template for the folders that can be added?

    • Custom view for Milestones

      Hi, Just an idea for the future... would it be possible to create custom views for the Milestones view under Work Overview ? I usually need to look at this view filtered by project group but the filter doesn't remain when navigating away. A custom view

    • javax.mail.authenticationfailedexception 535 authentication failed

      Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha

    • Out of Office not working

      I have set up out of office on zoho mail, however, it does not reply to every mail sent to it. I have tested it by sending several test messages from multiple different email accounts, I will get a response to some of them, but not all of them this is

    • Always display images from this sender – Is this feature available?

      In Zoho mail, I had my "Load external images" setting set to "Ask me", and that's fine. That's the setting I prefer. What's not fine though is I always need to tick "Display now" for each email I get, regardless if I've done that multiple times from several

    • Some emails are not being delivered

      I have this problem where some of my mail just seems to disappear. When I send it, it appears as sent with no mention of any problem, but my recipient never gets it, not even in the Spam folder. Same for receiving, I have a secondary e-mail address, and

    • Unbilled Items Report?

      Hello! Is there any way to display a list of items that remain unbilled, without creating an invoice for each customer to see if the unbilled items box is displayed? ;-) Ben

    • Making Calls Using ZDialer on Zoho Creator Widgets

      The Zdialer Browser Extension does not seem to recognize phone numbers on custom widgets. What is the best way to work around this?

    • ALL sent mails from my zoho email id go to spam

      when we send emails out of Zoho as like Gmail , ALL mails go to spam... more than urgent to get a solution !!!!!!

    • Não consigo enviar e nem receber e-mails

      Estou com problemas pra enviar e receber e-mails. Não consigo enviar (recebo uma mensagem de domínio inválido) e os e-mails que recebo estão voltando. Como devo proceder?

    • Time Field

      Good Day, I have a question, when I save a draft and reload it. Why does the time field format keeps goes from hh:mm to hh:mm:ss? Is there a way I can force it to load to hh:mm only? I have tried example = totime(input.TimeField, "hh:mm") in the -created

    • Receiving email problem

      I can send an email but can't receive from other platform like Gmail

    • Mas de 48 horas sin correo

      Estimados, llevamos más de 48 horas sin poder recibir correo y en este periodo hemos recibido información confusa y lo mas relevante es que Zoho dice que esta todo bien y no encuentra el error. Como deben comprender el perjuicio de no contar con un correo

    • Your account has been blocked due to security reasons.

      Hi everyone. Faced a problem that is wreaking havoc on my business! On December 14, blocked login via WEB, IMAP and POP3 with the reason of unusual activity, allegedly because of VPN/Proxy and suspicion that my account was hacked. I created a ticket to

    • Displaying related quotes in sales order and back

      Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank

    • Details & Limitations of the Free Forever Plan

      I cannot find any comparison/details about the Free Forever Plan. Can you please publish details of what are its limitations?

    • Missing Folders on iPhone Zoho Mail

      Under mailboxes on my iPhone, I don't have an inbox, sent folder, deleted photo, etc. See pics.

    • Next Page