Wizards API
A Wizard helps you divide a long form into a series of screens, where users can enter data on each screen as they proceed to the next step until completion. Wizards reduce the chances of errors during data entry as the screens can be partially saved as a draft and submitted later. For more details, refer to Wizards in Zoho CRM.
Purpose
To get the details of the wizards in a module.
Request Details
Request URL
All wizards - {api-domain}/crm/{version}/settings/wizards
Layout-specific wizard - {api-domain}/crm/{version}/settings/wizards/{wizard_ID}?layout_id={layout_ID}
Supported modules
Leads, Contacts, Deals, Accounts, and custom
Header
Authorization: Zoho-oauthtoken <access_token>
Scope
Scope = ZohoCRM.settings.wizards.READ
Parameters
- layout_idstring, mandatory when you want to fetch a layout-specific wizard
The ID of the layout that you want to fetch the wizard's details from. Use the Layouts MetaData API to obtain the ID of the layout.
Note
- When you set up conditional rules for a wizard, the response in V4 contains the keys execute_on and type.
- execute_on represents when the conditional rule is executed. The values are create, edit, and create_edit.
- type represents the action you want to take when the condition is met. The values are set_values, set_lock, show_component, and show_widget.
- When type=set_lock, the response contains the key exempted_profiles. This array contains the list of profiles that allow edits even after locking specific fields.
- The color_palette key is added that displays the colors available for a button on a screen. Note that this key is available in the response only if you have chosen at least one custom color for the button on a screen.
Sample Request to Get All Wizards in a Module
Copiedcurl "https://www.zohoapis.com/crm/v4/settings/wizards"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"Sample Response
Copied{
"wizards": [
{
"created_time": "2021-02-16T14:51:28+05:30",
"modified_time": "2022-11-16T05:58:29+05:30",
"module": {
"api_name": "Leads",
"id": "3652397000000002175"
},
"name": "wizard 2 leads",
"modified_by": {
"name": "Patricia Boyle",
"id": "3652397000000186017"
},
"profiles": [
{
"display_label": "Administrator",
"name": "Administrator",
"id": "3652397000000026011"
},
{
"display_label": "admin clone",
"name": "admin clone",
"id": "3652397000005787196"
},
{
"display_label": "Sales Manager",
"name": "Sales Manager",
"id": "3652397000009590009"
}
],
"active": true,
"containers": [
{
"layout": {
"name": "Standard",
"id": "3652397000000091055"
},
"id": "3652397000000091055"
}
],
"id": "3652397000003875019",
"created_by": {
"name": "Patricia Boyle",
"id": "3652397000000186017"
}
},
{
"created_time": "2021-01-21T06:28:21+05:30",
"modified_time": "2021-01-21T06:28:21+05:30",
"module": {
"api_name": "Leads",
"id": "3652397000000002175"
},
"name": "wizard1",
"modified_by": {
"name": "Patricia Boyle",
"id": "3652397000000186017"
},
"profiles": [
{
"display_label": "Administrator",
"name": "Administrator",
"id": "3652397000000026011"
},
{
"display_label": "Standard",
"name": "Standard",
"id": "3652397000000026014"
},
{
"display_label": "Free",
"name": "Free",
"id": "3652397000001614008"
},
{
"display_label": "admin clone",
"name": "admin clone",
"id": "3652397000005787196"
},
{
"display_label": "Sales Manager",
"name": "Sales Manager",
"id": "3652397000009590009"
},
{
"display_label": "test23_$",
"name": "test23_$",
"id": "3652397000009593001"
}
],
"active": true,
"containers": [
{
"layout": {
"name": "Standard",
"id": "3652397000000091055"
},
"id": "3652397000000091055"
}
],
"id": "3652397000003677001",
"created_by": {
"name": "Patricia Boyle",
"id": "3652397000000186017"
}
},
{
"created_time": "2021-01-21T07:11:06+05:30",
"modified_time": "2021-01-21T07:11:06+05:30",
"module": {
"api_name": "Contacts",
"id": "3652397000000002179"
},
"name": "wizard2",
"modified_by": {
"name": "Patricia Boyle",
"id": "3652397000000186017"
},
"profiles": [
{
"display_label": "Administrator",
"name": "Administrator",
"id": "3652397000000026011"
},
{
"display_label": "admin clone",
"name": "admin clone",
"id": "3652397000005787196"
},
{
"display_label": "Sales Manager",
"name": "Sales Manager",
"id": "3652397000009590009"
}
],
"active": true,
"containers": [
{
"layout": {
"name": "Standard",
"id": "3652397000000091033"
},
"id": "3652397000000091033"
}
],
"id": "3652397000003677031",
"created_by": {
"name": "Patricia Boyle",
"id": "3652397000000186017"
}
}
]
}Possible Errors
- REQUIRED_PARAM_MISSINGHTTP 400
You have not specified the layout ID in the request.
Resolution: "layout_id" is a mandatory parameter when you want to fetch the details of a particular wizard in a module.
- OAUTH_SCOPE_MISMATCHHTTP 401
You do not have the scope required to use this API.
Resolution: Use the correct scope and generate the grant and access tokens to use this API. - NO_PERMISSIONHTTP 403
You do not have permission to use this API.
Resolution: Contact your administrator.
Sample Request to Get a Layout-specific Wizard
Copiedcurl "https://www.zohoapis.com/crm/v4/settings/wizards//3652397000003875019?layout_id=3652397000000091055"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"Sample Response
Copied{
"wizards": [
{
"created_time": "2021-02-16T14:51:28+05:30",
"modified_time": "2022-11-16T05:58:29+05:30",
"module": {
"api_name": "Leads",
"id": "3652397000000002175"
},
"name": "wizard 2 leads",
"modified_by": {
"name": "Patricia Boyle",
"id": "3652397000000186017"
},
"profiles": [
{
"display_label": "Administrator",
"name": "Administrator",
"id": "3652397000000026011"
},
{
"display_label": "admin clone",
"name": "admin clone",
"id": "3652397000005787196"
},
{
"display_label": "Sales Manager",
"name": "Sales Manager",
"id": "3652397000009590009"
}
],
"active": true,
"containers": [
{
"layout": {
"name": "Standard",
"id": "3652397000000091055"
},
"chart_data": {
"nodes": [
{
"pos_y": 30,
"pos_x": 279,
"start_node": true,
"screen": {
"display_label": "Screen 1",
"id": "3652397000003875021"
}
},
{
"pos_y": 70,
"pos_x": 709,
"start_node": false,
"screen": {
"display_label": "Screen 2",
"id": "3652397000003875023"
}
},
{
"pos_y": 346,
"pos_x": 553,
"start_node": false,
"screen": {
"display_label": "Screen 3",
"id": "3652397000007571009"
}
},
{
"pos_y": 250,
"pos_x": 437,
"start_node": false,
"screen": {
"display_label": "Screen 4",
"id": "3652397000007571011"
}
}
],
"connections": [
{
"source_screen": {
"display_label": "Screen 1",
"id": "3652397000003875021"
},
"target_screen": {
"display_label": "Screen 2",
"id": "3652397000003875023"
},
"id": "3652397000003875063"
},
{
"source_screen": {
"display_label": "Screen 2",
"id": "3652397000003875023"
},
"target_screen": {
"display_label": "Screen 3",
"id": "3652397000007571009"
},
"id": "3652397000007571045"
},
{
"source_screen": {
"display_label": "Screen 3",
"id": "3652397000007571009"
},
"target_screen": {
"display_label": "Screen 4",
"id": "3652397000007571011"
},
"id": "3652397000007571047"
}
],
"color_palette": {
"button_background": [
"#9A2E47",
"#720D5D",
"#FEDBD0",
"#FF0266",
"#25B52A"
]
}
},
"screens": [
{
"display_label": "Screen 3",
"api_name": "Screen_3",
"id": "3652397000007571009",
"segments": [
{
"sequence_number": 1,
"display_label": "Segment3",
"column_count": 2,
"id": "3652397000007571013",
"type": "fields",
"fields": [
{
"sequence_number": 1,
"api_name": "Industry",
"id": "3652397000000002613"
}
]
},
{
"sequence_number": 2,
"display_label": "Dummy",
"buttons": [
{
"color": "#fff",
"shape": "square",
"visibility": "show",
"resource": null,
"criteria": null,
"target_screen": {
"name": "Screen 4",
"id": "3652397000007571011"
},
"type": "transition",
"transition": {
"name": "Next",
"id": "3652397000007571001"
},
"sequence_number": 1,
"display_label": "Next",
"background_color": "#1161B5",
"name": "WB_Next_1",
"id": "3652397000007571021",
"category": "wizard_button"
}
],
"column_count": 2,
"id": "3652397000007571019",
"type": "buttons"
}
]
},
{
"display_label": "Screen 4",
"api_name": "Screen_4",
"id": "3652397000007571011",
"segments": [
{
"sequence_number": 1,
"display_label": "Segment 4",
"column_count": 2,
"id": "3652397000007571027",
"type": "fields",
"fields": [
{
"sequence_number": 1,
"api_name": "Email_Opt_Out",
"id": "3652397000000014177"
}
]
},
{
"sequence_number": 2,
"display_label": "Dummy",
"buttons": [
{
"color": "#fff",
"shape": "square",
"visibility": "show",
"resource": null,
"criteria": null,
"target_screen": null,
"type": "save",
"message": {
"title": "Save",
"content": "Saved"
},
"transition": null,
"sequence_number": 1,
"display_label": "Save",
"background_color": "#1161B5",
"name": "WB_Save",
"id": "3652397000007571035",
"category": "wizard_button"
}
],
"column_count": 2,
"id": "3652397000007571033",
"type": "buttons"
}
]
},
{
"display_label": "Screen 1",
"api_name": "Screen_1",
"id": "3652397000003875021",
"conditional_rules": [
{
"query_id": "3652397000007463009",
"criteria": {
"comparator": "not_equal",
"field": {
"api_name": "Email",
"id": "3652397000000002599"
},
"value": "${EMPTY}"
},
"actions": [
{
"field": {
"api_name": "First_Name",
"id": "3652397000000002593"
},
"id": "3652397000007463019",
"type": "show_fields"
},
{
"field": {
"api_name": "First_Name",
"id": "3652397000000002593"
},
"id": "3652397000007463021",
"type": "set_mandatory"
},
{
"segment": {
"display_label": "Subform 2",
"id": "3652397000007463003"
},
"id": "3652397000007463023",
"type": "show_subforms"
}
],
"execute_on": "create_edit"
}
],
"segments": [
{
"sequence_number": 1,
"display_label": "Segment Title",
"column_count": 2,
"id": "3652397000003875025",
"type": "fields",
"fields": [
{
"sequence_number": 1,
"api_name": "Last_Name",
"id": "3652397000000002595"
},
{
"sequence_number": 3,
"api_name": "First_Name",
"id": "3652397000000002593"
},
{
"sequence_number": 3,
"api_name": "Salutation",
"id": "3652397000000022011"
},
{
"sequence_number": 5,
"api_name": "Email",
"id": "3652397000000002599"
}
]
},
{
"sequence_number": 2,
"display_label": "Subform 2",
"column_count": 2,
"id": "3652397000007463003",
"type": "subforms",
"fields": [
{
"id": "3652397000000701093"
}
]
},
{
"sequence_number": 3,
"display_label": "Dummy",
"buttons": [
{
"color": "#fff",
"shape": "square",
"visibility": "show",
"resource": null,
"criteria": null,
"target_screen": {
"name": "Screen 2",
"id": "3652397000003875023"
},
"type": "transition",
"transition": null,
"sequence_number": 1,
"display_label": "Next",
"background_color": "#1161B5",
"name": "WB_Next",
"id": "3652397000003875035",
"category": "wizard_button"
}
],
"column_count": 2,
"id": "3652397000003875037",
"type": "buttons"
}
]
},
{
"display_label": "Screen 2",
"api_name": "Screen_2",
"id": "3652397000003875023",
"segments": [
{
"sequence_number": 1,
"display_label": "Segment Title",
"column_count": 2,
"id": "3652397000003875045",
"type": "fields",
"fields": [
{
"sequence_number": 1,
"api_name": "Owner",
"id": "3652397000000002589"
},
{
"sequence_number": 3,
"api_name": "Lead_Status",
"id": "3652397000000002611"
}
]
},
{
"sequence_number": 2,
"display_label": "Dummy",
"buttons": [
{
"color": "#fff",
"shape": "square",
"visibility": "show",
"resource": null,
"criteria": null,
"target_screen": {
"name": "Screen 3",
"id": "3652397000007571009"
},
"type": "transition",
"transition": null,
"sequence_number": 1,
"display_label": "Next",
"background_color": "#1161B5",
"name": "WB_Next_2",
"id": "3652397000007571041",
"category": "wizard_button"
}
],
"column_count": 2,
"id": "3652397000003875055",
"type": "buttons"
}
]
}
],
"id": "3652397000000091055"
}
],
"id": "3652397000003875019",
"created_by": {
"name": "Patricia Boyle",
"id": "3652397000000186017"
}
}
]
}