Custom Views Metadata
Purpose
To get the custom views data of a particular module.
Request Details
Request URL
{api-domain}/crm/{version}/settings/custom_views?module={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, Appointments, Services and Activities
Header
Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52
Scope
scope=ZohoCRM.settings.custom_views.READ
(or)
scope=ZohoCRM.settings.custom_views.ALL
(or)
scope=ZohoCRM.settings.ALL
Parameters
- modulestring, mandatory
Specify the API name of the required module. For example, Leads, Contacts, Accounts, Deals, and so on.
Sample Request
Copiedcurl "https://www.zohoapis.com/crm/v3/settings/custom_views?module=Leads"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"Response JSON Keys
- display_valuestring
Represents the display name of the current custom view.
- created_timestring
Represents the date and time in the ISO8601 format at which the custom view was created.
- defaultboolean
Represents if the current custom view is the default one.
true: The current custom view is the default one.
false: The current custom view is not the default one. - modified_timestring
Represents the date and time at which the custom view was modified. The value of this key will be null when custom view was not modified.
- system_namestring
Represents the system reference name of the current custom view.
- system_definedboolean
Represents if the current custom view is a system-defined view.
true: The current custom view is system-defined.
false: The current custom view is not system-defined. - namestring
Represents the name of the current custom view.
- modified_byJSON object
Represents the name and ID of the user that modified the custom view. The value of this key will be null when custom view was not modified.
- idstring
Represents the unique ID of the current custom view.
- categorystring
Represents the category of the current custom view. The value can be: public_views, other_users_views, shared_with_me, or created_by_me.
- last_accessed_timestring
Represents the date and time at which the custom view was last accessed. The value of this key will be null until the custom view is accessed.
- lockedboolean
Represents if the current custom view is locked for editing. When a custom view is locked, only Admins and creators can modify it.
- favoriteinteger
Represents if the current custom view is marked as favorite.
- created_byJSON object
Represents the name and ID of the user that created the custom view. The value of this key will be null for a system-defined custom view.
- infoJSON object
this object contains the following details.
per_page: Represents the maximum number of records that can be fetched in an API call.
default: Represents the ID of the default custom view.
count: Represents the total number of custom views records in that module.
page: Represents the page number.
more_records: Represents if there are more records to be fetched.
Possible Errors
- REQUIRED_PARAM_MISSINGHTTP 400
Bad Request
Resolution: You have not specified the mandatory parameter. Refer to parameters section above. - 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.custom_views.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 custom view 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 custom views data
Resolution: The user does not have the permission to retrieve custom views data. Contact your system administrator.
Sample Response
Copied{
"custom_views": [
{
"display_value": "All Leads",
"created_time": null,
"system_name": "ALLVIEWS",
"created_by": null,
"default": true,
"modified_time": "2020-04-13T11:52:02+05:30",
"name": "All Open Leads",
"system_defined": true,
"modified_by": {
"name": "Patricia Boyle",
"id": "3652397000000186017"
},
"id": "3652397000000087501",
"category": "public_views",
"last_accessed_time": "2022-03-16T10:46:04+05:30",
"locked": false,
"favorite": null
},
{
"display_value": "Co-Owner Leads",
"created_time": null,
"system_name": "COOWNERVIEW",
"created_by": null,
"default": false,
"modified_time": "2019-05-09T11:39:20+05:30",
"name": "Co-Owner Leads",
"system_defined": true,
"modified_by": {
"name": "Akshaya Sridhar Akshaya Sridhar",
"id": "3652397000000281001"
},
"id": "3652397000000747007",
"category": "public_views",
"last_accessed_time": "2019-05-09T11:37:15+05:30",
"locked": false,
"favorite": null
},
{
"display_value": "Converted Leads",
"created_time": null,
"system_name": "CONVERTEDVIEWS",
"created_by": null,
"default": false,
"modified_time": null,
"name": "Converted Leads",
"system_defined": true,
"modified_by": null,
"id": "3652397000000089005",
"category": "public_views",
"last_accessed_time": "2021-03-02T00:59:39+05:30",
"locked": false,
"favorite": null
},
{
"display_value": "Email Opt Out",
"created_time": "2019-02-14T17:32:37+05:30",
"system_name": null,
"created_by": {
"name": "Patricia Boyle",
"id": "3652397000000186017"
},
"default": false,
"modified_time": "2019-02-19T12:03:07+05:30",
"name": "Email Opt Out",
"system_defined": false,
"modified_by": {
"name": "Patricia Boyle",
"id": "3652397000000186017"
},
"id": "3652397000000538003",
"category": "created_by_me",
"last_accessed_time": "2019-04-10T10:54:55+05:30",
"locked": false,
"favorite": null
},
{
"display_value": "Junk Leads",
"created_time": null,
"system_name": "JUNKLEADVIEWS",
"created_by": null,
"default": false,
"modified_time": null,
"name": "Junk Leads",
"system_defined": true,
"modified_by": null,
"id": "3652397000000149020",
"category": "public_views",
"last_accessed_time": "2019-12-31T15:52:00+05:30",
"locked": false,
"favorite": null
},
{
"display_value": "Leads in Review",
"created_time": null,
"system_name": "REVIEWPROCESS LEADS",
"created_by": null,
"default": false,
"modified_time": null,
"name": "Leads in Review",
"system_defined": true,
"modified_by": null,
"id": "3652397000001424014",
"category": "public_views",
"last_accessed_time": null,
"locked": false,
"favorite": null
},
{
"display_value": "Mailing Labels",
"created_time": null,
"system_name": "ALLVIEWS",
"created_by": null,
"default": false,
"modified_time": null,
"name": "Mailing Labels",
"system_defined": true,
"modified_by": null,
"id": "3652397000000087503",
"category": "public_views",
"last_accessed_time": null,
"locked": false,
"favorite": null
},
{
"display_value": "Leads Shared by Me",
"created_time": null,
"system_name": "LEADSSHAREDBYME",
"created_by": null,
"default": false,
"modified_time": null,
"name": "Module Shared by Me",
"system_defined": true,
"modified_by": null,
"id": "3652397000001615027",
"category": "public_views",
"last_accessed_time": null,
"locked": false,
"favorite": null
},
{
"display_value": "Leads Shared to Me",
"created_time": null,
"system_name": "LEADSSHAREDTOME",
"created_by": null,
"default": false,
"modified_time": null,
"name": "Module Shared to Me",
"system_defined": true,
"modified_by": null,
"id": "3652397000001615021",
"category": "public_views",
"last_accessed_time": null,
"locked": false,
"favorite": null
},
{
"display_value": "My Converted Leads",
"created_time": null,
"system_name": "MYCONVERTEDVIEWS",
"created_by": null,
"default": false,
"modified_time": null,
"name": "My Converted Leads",
"system_defined": true,
"modified_by": null,
"id": "3652397000000089007",
"category": "public_views",
"last_accessed_time": null,
"locked": false,
"favorite": null
},
{
"display_value": "My Leads",
"created_time": null,
"system_name": "MYVIEWS",
"created_by": null,
"default": false,
"modified_time": null,
"name": "My Leads",
"system_defined": true,
"modified_by": null,
"id": "3652397000000087563",
"category": "public_views",
"last_accessed_time": "2021-02-16T14:45:44+05:30",
"locked": false,
"favorite": null
},
{
"display_value": "Not Qualified Leads",
"created_time": null,
"system_name": "NOTQUALIFIEDLEADVIEWS",
"created_by": null,
"default": false,
"modified_time": null,
"name": "Not Qualified Leads",
"system_defined": true,
"modified_by": null,
"id": "3652397000000149031",
"category": "public_views",
"last_accessed_time": null,
"locked": false,
"favorite": null
},
{
"display_value": "Open Leads",
"created_time": null,
"system_name": "OPENLEADVIEWS",
"created_by": null,
"default": false,
"modified_time": null,
"name": "Open Leads",
"system_defined": true,
"modified_by": null,
"id": "3652397000000149042",
"category": "public_views",
"last_accessed_time": null,
"locked": false,
"favorite": null
},
{
"display_value": "Recently Created Leads",
"created_time": null,
"system_name": "RECENTLYCREATED",
"created_by": null,
"default": false,
"modified_time": null,
"name": "Recently Created Leads",
"system_defined": true,
"modified_by": null,
"id": "3652397000000087509",
"category": "public_views",
"last_accessed_time": null,
"locked": false,
"favorite": null
},
{
"display_value": "Recently Modified Leads",
"created_time": null,
"system_name": "RECENTLYMODIFIED",
"created_by": null,
"default": false,
"modified_time": null,
"name": "Recently Modified Leads",
"system_defined": true,
"modified_by": null,
"id": "3652397000000087511",
"category": "public_views",
"last_accessed_time": null,
"locked": false,
"favorite": null
},
{
"display_value": "Today's Leads",
"created_time": null,
"system_name": "today",
"created_by": null,
"default": false,
"modified_time": null,
"name": "Todays Leads",
"system_defined": true,
"modified_by": null,
"id": "3652397000000087507",
"category": "public_views",
"last_accessed_time": "2019-03-21T17:51:43+05:30",
"locked": false,
"favorite": null
},
{
"display_value": "Unread Leads",
"created_time": null,
"system_name": "UNREADVIEWS",
"created_by": null,
"default": false,
"modified_time": null,
"name": "Unread Leads",
"system_defined": true,
"modified_by": null,
"id": "3652397000000087505",
"category": "public_views",
"last_accessed_time": null,
"locked": false,
"favorite": null
},
{
"display_value": "Unsubscribed Leads",
"created_time": null,
"system_name": "UNSUBSCRIBED",
"created_by": null,
"default": false,
"modified_time": null,
"name": "Unsubscribed Leads",
"system_defined": true,
"modified_by": null,
"id": "3652397000002569003",
"category": "public_views",
"last_accessed_time": null,
"locked": false,
"favorite": null
},
{
"display_value": "Untitled View",
"created_time": "2019-12-20T13:38:08+05:30",
"system_name": null,
"created_by": {
"name": "Patricia Boyle",
"id": "3652397000000186017"
},
"default": false,
"modified_time": "2019-12-20T13:39:58+05:30",
"name": "Untitled View",
"system_defined": false,
"modified_by": {
"name": "Patricia Boyle",
"id": "3652397000000186017"
},
"id": "3652397000001459041",
"category": "created_by_me",
"last_accessed_time": "2019-12-31T15:51:43+05:30",
"locked": false,
"favorite": null
},
{
"display_value": "Untitled View1",
"created_time": "2020-01-16T10:40:17+05:30",
"system_name": null,
"created_by": {
"name": "Patricia Boyle",
"id": "3652397000000186017"
},
"default": false,
"modified_time": "2020-01-16T10:40:17+05:30",
"name": "Untitled View1",
"system_defined": false,
"modified_by": {
"name": "Patricia Boyle",
"id": "3652397000000186017"
},
"id": "3652397000001592009",
"category": "created_by_me",
"last_accessed_time": "2020-01-28T17:20:45+05:30",
"locked": false,
"favorite": null
}
],
"info": {
"per_page": 20,
"default": "3652397000000087501",
"count": 20,
"translation": {
"public_views": "Public Views",
"other_users_views": "Other Users' Views",
"shared_with_me": "Shared With Me",
"created_by_me": "Created By Me"
},
"page": 1,
"more_records": false
}
}