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

Curl Deluge

Copiedcurl "https://www.zohoapis.com/crm/v5/Leads"
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"
-d "@newlead.json"
-X POST

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/v5/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"
        }
    ]
}