Insert Subform Data
Purpose
To insert a new record with subforms in a module.
Endpoints
Request Details
Request URL
{api-domain}/crm/{version}/{module_api_name}
Supported modules
Leads, Accounts, Contacts, Deals, Campaigns, Cases, Solutions, Products, Vendors, Quotes, Sales Orders, Purchase Orders, Invoices and Custom.
Header
Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52
Scope
scope=ZohoCRM.modules.{module_name}.{operation_type}
Possible module names
leads, accounts, contacts, deals, campaigns, cases, solutions, products, vendors, quotes, salesorders, purchaseorders, invoices and custom.
Possible operation types
ALL - Full access to a record
WRITE - Edit records in a module
CREATE - Create records in a module
Sample Request
Copiedcurl "https://www.zohoapis.com/crm/v2.1/Leads"
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"
-d "@newlead.json"
-X POST
Copiedpackage com.zoho.crm.api.sample.restapi.subform;
import javax.net.ssl.SSLContext;
import org.apache.http.HttpEntity;
import org.apache.http.HttpResponse;
import org.apache.http.client.methods.HttpEntityEnclosingRequestBase;
import org.apache.http.client.methods.HttpPost;
import org.apache.http.client.methods.HttpUriRequest;
import org.apache.http.client.utils.URIBuilder;
import org.apache.http.conn.ssl.NoopHostnameVerifier;
import org.apache.http.conn.ssl.SSLConnectionSocketFactory;
import org.apache.http.entity.StringEntity;
import org.apache.http.impl.client.CloseableHttpClient;
import org.apache.http.impl.client.HttpClientBuilder;
import org.apache.http.protocol.HTTP;
import org.apache.http.util.EntityUtils;
import org.json.JSONArray;
import org.json.JSONObject;
public class InsertSubformData
{
@SuppressWarnings("deprecation")
public static void main(String[] args)
{
try
{
HttpClientBuilder httpClientBuilder = HttpClientBuilder.create();
SSLContext sslContext = SSLContext.getDefault();
SSLConnectionSocketFactory sslConnectionSocketFactory = new SSLConnectionSocketFactory(sslContext, NoopHostnameVerifier.INSTANCE);
CloseableHttpClient httpclient = httpClientBuilder.setSSLSocketFactory(sslConnectionSocketFactory).build();
URIBuilder uriBuilder = new URIBuilder("https://www.zohoapis.com/crm/v2.1/Subform_1");
HttpUriRequest requestObj = new HttpPost(uriBuilder.build());
HttpEntityEnclosingRequestBase requestBase = (HttpEntityEnclosingRequestBase) requestObj;
JSONObject requestBody = new JSONObject();
JSONArray recordArray = new JSONArray();
JSONObject recordObject = new JSONObject();
recordObject.put("FieldAPIName", "FieldAPIValue");
recordArray.put(recordObject);
requestBody.put("data", recordArray);
requestBase.setEntity(new StringEntity(requestBody.toString(), HTTP.UTF_8));
requestObj.addHeader("Authorization", "Zoho-oauthtoken 1000.xxxxxxx.xxxxxxx");
HttpResponse response = httpclient.execute(requestObj);
HttpEntity responseEntity = response.getEntity();
System.out.println("HTTP Status Code : " + response.getStatusLine().getStatusCode());
if(responseEntity != null)
{
Object responseObject = EntityUtils.toString(responseEntity);
String responseString = responseObject.toString();
System.out.println(responseString);
}
}
catch(Exception ex)
{
ex.printStackTrace();
}
}
}
Copied<?php
class InsertSubformData
{
public function execute(){
$curl_pointer = curl_init();
$curl_options = array();
$url = "https://www.zohoapis.com/crm/v2.1/Subform_1";
$curl_options[CURLOPT_URL] =$url;
$curl_options[CURLOPT_RETURNTRANSFER] = true;
$curl_options[CURLOPT_HEADER] = 1;
$curl_options[CURLOPT_CUSTOMREQUEST] = "POST";
$requestBody = array();
$recordArray = array();
$recordObject = array();
$recordObject["FieldAPIName"]="FieldAPIValue";
$recordArray[] = $recordObject;
$requestBody["data"] =$recordArray;
$curl_options[CURLOPT_POSTFIELDS]= json_encode($requestBody);
$headersArray = array();
$headersArray[] = "Authorization". ":" . "Zoho-oauthtoken " . "1000.30f3a589XXXXXXXXXXXXXXXXXXX4077.dc5XXXXXXXXXXXXXXXXXXXee9e7c171c";
$curl_options[CURLOPT_HTTPHEADER]=$headersArray;
curl_setopt_array($curl_pointer, $curl_options);
$result = curl_exec($curl_pointer);
$responseInfo = curl_getinfo($curl_pointer);
curl_close($curl_pointer);
list ($headers, $content) = explode("\r\n\r\n", $result, 2);
if(strpos($headers," 100 Continue")!==false){
list( $headers, $content) = explode( "\r\n\r\n", $content , 2);
}
$headerArray = (explode("\r\n", $headers, 50));
$headerMap = array();
foreach ($headerArray as $key) {
if (strpos($key, ":") != false) {
$firstHalf = substr($key, 0, strpos($key, ":"));
$secondHalf = substr($key, strpos($key, ":") + 1);
$headerMap[$firstHalf] = trim($secondHalf);
}
}
$jsonResponse = json_decode($content, true);
if ($jsonResponse == null && $responseInfo['http_code'] != 204) {
list ($headers, $content) = explode("\r\n\r\n", $content, 2);
$jsonResponse = json_decode($content, true);
}
var_dump($headerMap);
var_dump($jsonResponse);
var_dump($responseInfo['http_code']);
}
}
(new InsertSubformData())->execute();
Copiedusing System;
using System.IO;
using System.Net;
using System.Text;
using Newtonsoft.Json.Linq;
namespace Com.Zoho.Crm.API.Sample.RestAPI.Subform
{
public class InsertSubformData
{
public static void InsertSubformRecords()
{
HttpWebRequest request = (HttpWebRequest)WebRequest.Create("https://www.zohoapis.com/crm/v2.1/Subform_1");
request.Method = "POST";
request.Headers["Authorization"] = "Zoho-oauthtoken 1000.abfeXXXXXXXXXXX2asw.XXXXXXXXXXXXXXXXXXsdc2";
JObject requestBody = new JObject();
JArray recordArray = new JArray();
JObject recordObject = new JObject();
recordObject.Add("Name1", "FieldAPIValue");
recordArray.Add(recordObject);
requestBody.Add("data", recordArray);
string dataString = requestBody.ToString();
var data = Encoding.UTF8.GetBytes(dataString);
int dataLength = data.Length;
request.ContentLength = dataLength;
using (var writer = request.GetRequestStream())
{
writer.Write(data, 0, dataLength);
}
request.KeepAlive = true;
HttpWebResponse response;
try
{
response = (HttpWebResponse)request.GetResponse();
}
catch (WebException e)
{
if (e.Response == null) { throw; }
response = (HttpWebResponse)e.Response;
}
HttpWebResponse responseEntity = response;
Console.WriteLine("HTTP Status Code : " + (int)response.StatusCode);
string responsestring = new StreamReader(responseEntity.GetResponseStream()).ReadToEnd();
responseEntity.Close();
Console.WriteLine(responsestring);
}
}
}
Copieddef insert_subform_data():
import requests
import json
url = 'https://www.zohoapis.com/crm/v2.1/Subform_1'
headers = {
'Authorization' : "Zoho-oauthtoken 1000.cedfaf7fd202b809163e088f4243d155.df3e197b3aa89beab0cb12aa23de281f"
}
request_body = {}
record_list = []
record_object = {
'fieldAPIName': 'fieldValue'
}
record_list.append(record_object)
request_body['data'] = record_list
response = requests.post(url=url, headers=headers, data=json.dumps(request_body).encode('utf-8'))
if response is not None:
print("HTTP Status Code : " + str(response.status_code))
print(response.json())
insert_subform_data()
Copiedasync function insertSubformData() {
const got = require('got');
let url = 'https://www.zohoapis.com/crm/v2.1/Subform_1'
let headers = {
Authorization : "Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"
}
let requestBody = {}
let recordArray = []
let recordObject = {
'FieldAPIName': 'FieldAPIValue',
}
recordArray.push(recordObject)
requestBody['data'] = recordArray
let requestDetails = {
method : "POST",
headers : headers,
body : JSON.stringify(requestBody),
encoding: "utf8",
throwHttpErrors : false
};
let response = await got(url, requestDetails)
if(response != null) {
console.log(response.statusCode);
console.log(response.body);
}
}
insertSubformData()
Copiedrequire 'net/http'
require 'json'
class InsertSubformData
def execute
url ="https://www.zohoapis.com/crm/v2.1/Subform_1"
url = URI(url)
req = Net::HTTP::Post.new(url.request_uri)
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
headers={}
headers["Authorization"]="Zoho-oauthtoken 1000.dfa7XXXXXXXXXXXXXXXXXX84f9665840.c176aeXXXXXXXXXXXX13f3d37a84d"
headers&.each { |key, value| req.add_field(key, value) }
request_body = {};
record_array = [];
record_object = {};
record_object["FieldAPIName"] = "FieldAPIValue";
record_array = [record_object];
request_body["data"] =record_array;
request_json = request_body.to_json
req.body = request_json.to_s
response=http.request(req)
status_code = response.code.to_i
headers = response.each_header.to_h
print status_code
print headers
unless response.body.nil?
print response.body
end
end
end
InsertSubformData.new.execute
CopiedLanguagesData = List();
LanguagesData.add({"Proficiency": "Native","Languages_Known": "English"});
LanguagesData.add({"Proficiency": "Professional","Languages_Known": "French"});
LeadData = Map();
LeadData.put("Last_Name", "Contact_test");
LeadData.put("Email", "contact_test@xyz.com");
LeadData.put("Company", "Test");
LeadData.put("Languages", LanguagesData);
LeadData.put("Availability", [{"Weekends":"false","Weekdays":"true"}]);
LeadDataList = List();
LeadDataList.add(LeadData);
paramsMap = Map();
paramsMap.put("data", LeadDataList);
response = invokeurl
[
url: "https://www.zohoapis.com/crm/v2.1/Leads"
type: POST
parameters: paramsMap.toString()
connection:"crm_oauth_connection"
];
info response;
In the request, @newlead.json contains the sample input data.
Note
- To add multiple subforms, enter the input in the following format.
{
“data”: [
{
....
Subform_1: [
{
sub_form_data
},
],
...
},
{
....
Subform_2: [
{
sub_form_data
},
],
...
}
]
} - The Enterprise and Zoho One editions support a maximum of two subform fields in a module, while the Ultimate and CRM Plus editions support five subform fields in a module. Each subform field can have a maximum of 100 subform records in a single record in a module.
- A maximum of 5 aggregate custom fields are available for a subform.
- You must use only Field API names in the input. You can obtain the field API names from:
- Fields metadata API (the value for the key “api_name” for every field). (Or)
- Setup > Developer Space > APIs > API Names > {{Module}}. Choose “Fields” from the “Filter By” drop-down.
- If there are no JSON objects given within the subform attribute, that subform will be deleted.
Sample Input
Copied{
"data": [
{
"Last_Name": "Contact_test",
"Email": "contact_test@xyz.com",
"Languages": [
{
"Proficiency": "Native",
"Languages_Known": "English"
},
{
"Proficiency": "Professional",
"Languages_Known": "French"
}
],
"Availability":[
{
"Weekends":false,
"Weekdays":true
}]
}
]
}
Here, "Languages" and "Availability" are two subforms in the Leads module. "Proficiency" and "Languages_Known" are custom picklists in Languages subform. "Weekends" and "Weekdays" are boolean fields in Availability subform.
Possible Errors
- INVALID_MODULEHTTP 400
The module name given seems to be invalid
Resolution: You have specified an invalid module name or there is no tab permission, or the module could have been removed from the available modules. Specify a valid module API name. - INVALID_MODULEHTTP 400
The given module is not supported in API
Resolution: The modules such as Documents and Projects are not supported in the current API. (This error will not be shown, once these modules are been supported). Specify a valid module API name. - INVALID_URL_PATTERNHTTP 404
Please check if the URL trying to access is a correct one
Resolution: The request URL specified is incorrect. Specify a valid request URL. Refer to request URL section above. - OAUTH_SCOPE_MISMATCHHTTP 401
Unauthorized
Resolution: Client does not have ZohoCRM.modules.{module_name}.CREATE scope. Create a new client with valid scope. Refer to scope section above. - NO_PERMISSIONHTTP 403
Permission denied to add records
Resolution: The user does not have permission to add subform records. Contact your system administrator. - INTERNAL_ERRORHTTP 500
Internal Server Error
Resolution: Unexpected and unhandled exception in Server. Contact support team. - INVALID_REQUEST_METHODHTTP 400
The http request method type is not a valid one
Resolution: You have specified an invalid HTTP method to access the API URL. Specify a valid request method. Refer to endpoints section above. - AUTHORIZATION_FAILEDHTTP 400
User does not have sufficient privilege to add subform records
Resolution: The user does not have the permission to add subform records. Contact your system administrator. - INVALID_DATAHTTP 400
invalid data
Resolution: The input specified is incorrect. Specify valid input. - MANDATORY_NOT_FOUNDHTTP 400
required field not found
Resolution: You have not specified one or more mandatory fields in the input. Refer to Fields Metadata API to know the mandatory fields.
Sample Response
Copied{
"data": [
{
"code": "SUCCESS",
"details": {
"Modified_Time": "2019-04-23T16:57:01+05:30",
"Modified_By": {
"name": "Patricia Boyle",
"id": "554023000000235011"
},
"Created_Time": "2019-04-23T16:57:01+05:30",
"id": "554023000000480721",
"Created_By": {
"name": "Patricia Boyle",
"id": "554023000000235011"
}
},
"message": "record added",
"status": "success"
}
]
}