Meta Data APIs

Returns the metadata for fields, layouts, and related lists for the specified module. It lists the entire fields available and related list for that module.

Module Metadata

Purpose

To get the metadata for a specific module. Specify the API name of the module, such as Leads, Accounts or Deals in your API request.

Endpoints

GET /settings/modules/{module_api_name}

Request Details

Request URL

https://www.zohoapis.com/crm/v2/settings/modules/{module_api_name}

Supported modules

Leads, Accounts, Contacts, Deals, Campaigns, Tasks, Cases, Events, Calls, Solutions, Products, Vendors, Price Books, Quotes, Sales Orders, Purchase Orders, Invoices, Custom, and Activities

Header

Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52

Scope

scope=ZohoCRM.settings.modules.READ
(or)
scope=ZohoCRM.settings.modules.ALL
(or)
scope=ZohoCRM.settings.ALL

Sample Request

Copiedcurl "https://www.zohoapis.com/crm/v2/settings/modules/Leads"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"

3.0.08.0

Copied//Get instance of ModulesOperations Class
ModulesOperations moduleOperations = new ModulesOperations();

HeaderMap headerInstance = new HeaderMap();

OffsetDateTime ifmodifiedsince = OffsetDateTime.of(2020, 05, 20, 10, 00, 00, 01, ZoneOffset.of("+05:30"));

headerInstance.add(GetModulesHeader.IF_MODIFIED_SINCE, ifmodifiedsince);

//Call getModules method that takes headerInstance as parameters
APIResponse < ResponseHandler > response = moduleOperations.getModules(headerInstance);

Copiedimport javax.net.ssl.SSLContext;
import org.apache.http.HttpEntity;
import org.apache.http.HttpResponse;
import org.apache.http.client.methods.HttpGet;
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.impl.client.CloseableHttpClient;
import org.apache.http.impl.client.HttpClientBuilder;
import org.apache.http.util.EntityUtils;
public class ModuleMetadata 
{
	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/settings/modules/Leads");
			HttpUriRequest requestObj = new HttpGet(uriBuilder.build());
			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();
		}
	}
}

3.0.07.x

Copied//Get instance of ModulesOperations Class
$moduleOperations = new ModulesOperations();
//Call getModule method that takes moduleAPIName as parameter
$response = $moduleOperations->getModule($moduleAPIName);

Copied<?php
class ModuleMetadata{
    
    public function execute(){
        $curl_pointer = curl_init();
        
        $curl_options = array();
        $url = "https://www.zohoapis.com/crm/v2/settings/modules?";
        $parameters = array();
        $parameters["module"]="Leads";

        foreach ($parameters as $key=>$value){
            $url =$url.$key."=".$value."&";
        }
        $curl_options[CURLOPT_URL] = $url;
        $curl_options[CURLOPT_RETURNTRANSFER] = true;
        $curl_options[CURLOPT_HEADER] = 1;
        $curl_options[CURLOPT_CUSTOMREQUEST] = "GET";
        $headersArray = array();
        
        $headersArray[] = "Authorization". ":" . "Zoho-oauthtoken " ."1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf";
        $curl_options[CURLOPT_HTTPHEADER]=$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 ModuleMetadata())->execute();

3.0.08.x

Copied//Get instance of ModulesOperations Class
ModulesOperations moduleOperations = new ModulesOperations();
HeaderMap headerInstance = new HeaderMap();
DateTimeOffset ifModifiedSince = new DateTimeOffset(new DateTime(2020, 05, 15, 12, 0, 0, DateTimeKind.Local));
headerInstance.Add(GetModulesHeader.IF_MODIFIED_SINCE, ifModifiedSince);
//Call GetModules method that takes headerInstance as parameters
APIResponse<ResponseHandler> response = moduleOperations.GetModules(headerInstance);

Copiedusing System;
using System.IO;
using System.Net;
namespace Com.Zoho.Crm.API.Sample.RestAPI.MetaData
{
    public class ModuleMetadata
    {
        public static void GetModule()
        {
            HttpWebRequest request = (HttpWebRequest)WebRequest.Create("https://www.zohoapis.com/crm/v2/settings/modules/Leads");
            request.Method = "GET";
            request.Headers["Authorization"] = "Zoho-oauthtoken 1000.abfeXXXXXXXXXXX2asw.XXXXXXXXXXXXXXXXXXsdc2";
            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);
        }
    }
}

3.0.03.x.x

Copied# Get instance of ModulesOperations Class
modules_operations = ModulesOperations()
# Call get_module method that takes module_api_name as parameter
response = modules_operations.get_module(module_api_name)

Copieddef get_module():
    import requests

    url = 'https://www.zohoapis.com/crm/v2/settings/modules/Accounts'

    headers = {
        'Authorization': 'Zoho-oauthtoken 1000.04be928e4a96XXXXXXXXXXXXX68.0b9eXXXXXXXXXXXX60396e268'
    }

    response = requests.get(url=url, headers=headers)

    if response is not None:
        print("HTTP Status Code : " + str(response.status_code))

        print(response.json())

get_module()

1.0.010.x

Copied//Get instance of ModulesOperations Class
let modulesOperations = new ModulesOperations();
//Call getModule method that takes moduleAPIName as parameter
let response = await modulesOperations.getModule(moduleAPIName);

Copiedasync function getModule() {
    const got = require("got");

    let url = 'https://www.zohoapis.com/crm/v2/settings/modules/Accounts'

    let headers = {
        Authorization : "Zoho-oauthtoken 1000.354df3680XXXXXXXXXXXXX3.aae0efXXXXXXXXXXXXXXXXXX9"
    }

    let requestDetails = {
        method : "GET",
        headers : headers,
        throwHttpErrors : false
    }
    
    let response = await got(url, requestDetails)
    
    if(response != null) {
        console.log(response.statusCode);
        console.log(response.body);
    }
}

getModule()

2.02.x.x

Copied# Get instance of ModulesOperations Class
mo = Modules::ModulesOperations.new
# Get instance of HeaderMap Class
hm = HeaderMap.new
# Call get_modules method that takes header_instance as parameter
response = mo.get_modules(hm)

# Get instance of ModulesOperations Class
mo = Modules::ModulesOperations.new
# Call get_module method that takes module_api_name as parameter
response = mo.get_module(module_api_name)

Copiedclass ModulesMetaData 

    def execute
        parameters ={}
        parameters["module"]="Leads"
        query_string = parameters.to_a.map { |x| "#{x[0]}=#{x[1]}" }.join('&')
        url= "https://www.zohoapis.com/crm/v2/settings/modules"
        url += '?' + query_string if !query_string.nil? && (query_string.strip != '')
        url = URI(url)
        req = Net::HTTP::Get.new(url.request_uri)
        http = Net::HTTP.new(url.host, url.port)
        http.use_ssl = true
        headers={}
        headers["Authorization"]="Zoho-oauthtoken 1000.50XXXXXXXXX&77e3a.44XXXXXXXXX8353"
        headers&.each { |key, value| req.add_field(key, value) }
        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
ModulesMetaData.new.execute

1.0.0ES6

Copied//Get instance of ModulesOperations Class
let modulesOperations = new ZCRM.Module.Operations();
//Call getModule method that takes moduleAPIName as parameter
let response = await modulesOperations.getModule(moduleAPIName);

Copiedvar listener = 0;
class ModuleMetadata {

	async getModule() {
		var url = "https://www.zohoapis.com/crm/v2/settings/modules/Leads"
        var parameters = new Map()
        var headers = new Map()
        var token = {
            clientId:"1000.NPY9M1V0XXXXXXXXXXXXXXXXXXXF7H",
            redirectUrl:"http://127.0.0.1:5500/redirect.html",
            scope:"ZohoCRM.users.ALL,ZohoCRM.bulk.read,ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,Aaaserver.profile.Read,ZohoCRM.org.ALL,profile.userphoto.READ,ZohoFiles.files.ALL,ZohoCRM.bulk.ALL,ZohoCRM.settings.variable_groups.ALL"
        }
        var accesstoken = await new ModuleMetadata().getToken(token)
        headers.set("Authorization", "Zoho-oauthtoken " + accesstoken)
        var requestMethod = "GET"
        var reqBody = null
        var params = "";
        parameters.forEach(function(value, key) {
            if (parameters.has(key)) {
                if (params) {
                    params = params + key + '=' + value + '&';
                }
                else {
                    params = key + '=' + value + '&';
                }
            }
        });
        var apiHeaders = {};
        if(headers) {
            headers.forEach(function(value, key) {
                apiHeaders[key] = value;
            });
        }
        if (params.length > 0){
            url = url + '?' + params.substring(0, params.length - 1);
        }
        var requestObj = {
            uri : url,
            method : requestMethod,
            headers : apiHeaders,
            body : JSON.stringify(reqBody),
            encoding: "utf8",
            allowGetBody : true,
			throwHttpErrors : false
        };
        var result = await new ModuleMetadata().makeAPICall(requestObj);
        console.log(result.status)
        console.log(result.response)
	}

    async getToken(token) {

        if(listener == 0) {

            window.addEventListener("storage", function(reponse) {
                if(reponse.key === "access_token" && (reponse.oldValue != reponse.newValue || reponse.oldValue == null)){
                    location.reload();
                }
                if(reponse.key === "access_token"){

                    sessionStorage.removeItem("__auth_process");
                }
            }, false);
            listener = 1;
            if(sessionStorage.getItem("__auth_process")) {
                sessionStorage.removeItem("__auth_process");
            }
        }
        ["granted_for_session", "access_token","expires_in","expires_in_sec","location","api_domain","state","__token_init","__auth_process"].forEach(function (k) {
            var isKeyExists = localStorage.hasOwnProperty(k);
            if(isKeyExists) {
                sessionStorage.setItem(k, localStorage[k]);
            }
            localStorage.removeItem(k);
        });
        var valueInStore = sessionStorage.getItem("access_token");
        var tokenInit = sessionStorage.getItem("__token_init");
        if(tokenInit != null && valueInStore != null && Date.now() >= parseInt(tokenInit) + 59 * 60 * 1000){ // check after 59th minute
            valueInStore = null;
            sessionStorage.removeItem("access_token");
        }

        var auth_process = sessionStorage.getItem("__auth_process");
        if ((valueInStore == null && auth_process == null) || (valueInStore == 'undefined' && (auth_process == null || auth_process == "true"))) {
            var accountsUrl = "https://accounts.zoho.com/oauth/v2/auth"
            var clientId;
            var scope;
            var redirectUrl;
            if(token != null) {
                clientId = token.clientId;
                scope = token.scope;
                redirectUrl = token.redirectUrl;
            }

            var fullGrant = sessionStorage.getItem("full_grant");
            var grantedForSession = sessionStorage.getItem("granted_for_session");
            if(sessionStorage.getItem("__token_init") != null && ((fullGrant != null && "true" == full_grant) || (grantedForSession != null && "true" == grantedForSession))) {
                accountsUrl += '/refresh';
            }
            if (clientId && scope) {
                sessionStorage.setItem("__token_init", Date.now());
                sessionStorage.removeItem("access_token");
                sessionStorage.setItem("__auth_process", "true");
                window.open(accountsUrl + "?" + "scope" + "=" + scope + "&"+ "client_id" +"=" + clientId + "&response_type=token&state=zohocrmclient&redirect_uri=" + redirectUrl);
                ["granted_for_session", "access_token","expires_in","expires_in_sec","location","api_domain","state","__token_init","__auth_process"].forEach(function (k) {
                    var isKeyExists = localStorage.hasOwnProperty(k);
                    if(isKeyExists){
                        sessionStorage.setItem(k, localStorage[k]);
                    }
                    localStorage.removeItem(k);
                });
                valueInStore = sessionStorage.getItem("access_token");
            }
        }
        if(token != null && valueInStore != 'undefined'){
            token.accessToken = valueInStore;
        }
        return token.accessToken;
    }

    async makeAPICall(requestDetails) {
        return new Promise(function (resolve, reject) {
            var body, xhr, i;
            body = requestDetails.body || null;
            xhr = new XMLHttpRequest();
            xhr.withCredentials = true;
            xhr.open(requestDetails.method, requestDetails.uri, true);
            for (i in requestDetails.headers) {
                xhr.setRequestHeader(i, requestDetails.headers[i]);
            }
            xhr.send(body);
            xhr.onreadystatechange = function() {
                if(xhr.readyState == 4) {
                    resolve(xhr);
                }
            }
        })
    }
}

Copiedresponse = invokeurl
[
	url: "https://www.zohoapis.com/crm/v2/settings/modules/Leads"
	type: GET
	connection:"crm_oauth_connection"
];
info response;

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Response JSON Keys

kanban_viewboolean
Represents if the records are displayed in kanban view for the current module.
Possible values - true:The records are displayed in kanban view.
false: The records are displayed in list view.
filter_statusboolean
Represents the filters are enabled for the current module.
Possible values - true:Filters are enabled.
false: Filters are not enabled.
related_list_propertiesJSON object
Represents the details of related lists in the current module.
$propertiesJSON array
Represents the list of dollar properties of the current module.
per_pageinteger
Represents the number of records listed in the list view of the current module.
visibilityinteger
Represents the visibility of the module to the current user.
- 2 - The module is hidden in the UI, but is available in the API response
- 1 - The module is visible
- 0 - The module is hidden
- -1 - The module is unavailable/hidden by the system itself due to the downgrading of the plan.
display_fieldstring
Represents the API name of the field that will be displayed in bold, in the list view of the current module.
search_layout_fieldsJSON array
Represents the API names of the fields with which users can perform search in the current module.
kanban_view_supportedboolean
Represents if the current module has kanban view support.
Possible values - true:The current module has kanban view support.
false: The current module does not have kanban view support.
custom_viewJSON object
Represents the details of the default view in the current module.

Note

For details regarding other response keys, refer to Modules API.

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.settings.modules.READ scope. Create a new client with valid scope. Refer to scope section above.
NO_PERMISSIONHTTP 403
Permission denied to read
Resolution: The user does not have permission to read modules data. 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 read modules data
Resolution: The user does not have the permission to retrieve modules data. Contact your system administrator.

Sample Response

Copied{
    "modules": [
        {
            "global_search_supported": true,
            "kanban_view": false,
            "deletable": true,
            "creatable": true,
            "filter_status": true,
            "modified_time": "2019-02-05T11:33:03+05:30",
            "plural_label": "Leads",
            "presence_sub_menu": true,
            "id": "3652397000000002175",
            "related_list_properties": {
                "sort_by": null,
                "fields": [
                    "First_Name",
                    "Last_Name",
                    "Full_Name",
                    "Company",
                    "Email",
                    "Lead_Source",
                    "Lead_Status",
                    "Phone"
                ],
                "sort_order": null
            },
            "$properties": [
                "$converted",
                "$approved",
                "$converted_detail",
                "$currency_symbol",
                "$approval",
                "$process_flow"
            ],
            "per_page": 10,
            "visibility": 1,
            "convertable": true,
            "editable": true,
            "emailTemplate_support": true,
            "profiles": [
                {
                    "name": "Administrator",
                    "id": "3652397000000026011"
                },
                {
                    "name": "Standard",
                    "id": "3652397000000026014"
                }
            ],
            "filter_supported": true,
            "display_field": "Full_Name",
            "search_layout_fields": [
                "Owner",
                "Company",
                "Email",
                "Phone",
                "Lead_Source",
                "Full_Name"
            ],
            "kanban_view_supported": true,
            "web_link": null,
            "sequence_number": 2,
            "singular_label": "Lead",
            "viewable": true,
            "api_supported": true,
            "api_name": "Leads",
            "quick_create": true,
            "modified_by": {
                "name": "Patricia Boyle",
                "id": "3652397000000186017"
            },
            "generated_type": "default",
            "feeds_required": false,
            "scoring_supported": true,
            "arguments": [],
            "module_name": "Leads",
            "business_card_field_limit": 5,
            "custom_view": {
                "display_value": "All Leads",
                "shared_type": null,
                "criteria": {
                    "comparator": "equal",
                    "field": "$converted",
                    "value": false
                },
                "system_name": "ALLVIEWS",
                "shared_details": null,
                "sort_by": null,
                "offline": true,
                "default": true,
                "system_defined": true,
                "name": "All Open Leads",
                "id": "3652397000000087501",
                "category": "shared_with_me",
                "fields": [
                    "Full_Name",
                    "Company",
                    "Email",
                    "Phone",
                    "Lead_Source",
                    "Owner",
                    "Prediction_Score"
                ],
                "favorite": null,
                "sort_order": null
            },
            "parent_module": {}
        }
    ]
}

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