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Fields Meta Data

Purpose

To get the field metadata for the specified module. The fields displayed are from all layouts for the module. The response does not contain layout-specific fields like mandatory fields or picklist values.

Endpoints

  • GET /settings/fields?module={module_API_name}
  • GET /settings/fields/{field_unique_ID}?module={module_API_name}

Request Details

Request URL

{api-domain}/crm/{version}/settings/fields?module={module_api_name}&type=unused

Supported modules

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

Header

Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52

Scope

scope=ZohoCRM.settings.fields.READ
(or)
scope=ZohoCRM.settings.fields.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.

  • typestring, optional

    The value unused fetches all the unused fields and all fetches all both used and unused fields in the module. By default, the system fetches all the used fields.

  • includestring, optional

    The value allowed_permissions_to_update returns the JSON object "allowed_permissions" which gives the default permissions enabled for a field. Note that when you do not include this parameter in the request, the "allowed_permissions" JSON object is not included in the response.

Note

  • Use the api_name of the fields in all API inputs instead of field labels. This ensures that the label name changes in custom modules or fields won't affect your existing integrations.
  • The fields whose permission is set as Don't Show will also be fetched in the response.
  • The "full_name" field contains the concatenated values of the First Name and Last Name fields. 
    This is a read-only field available only in the Leads, Contacts, and Users modules.

Sample Request

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Response JSON Keys

  • associated_moduleJSON object

    Represents the module of the fields associated with the parent modules.

    • module(string)- Represents the module created for the subform or image upload or file upload fields.
    • id(string)- Represents the unique id of the module.
  • operation_typeJSON object

    Represents the possible source of data for the field

    • web_update(boolean)- Represents whether the field can be updated through web
    • api_create(boolean)- Represents whether the field can be created through api
    • web_created(boolean)- Represents whether the field can be created through web
    • api_update(boolean)- Represents whether the field can be updated through api
  • system_mandatoryboolean

    Represents if current field is a system-mandatory field.
    Possible values - true: The field is a system-mandatory field.
    false: The field is not a system-mandatory field.

  • privateJSON object

    Represents the details of compliance settings in your organization. For instance, "private": {
    "restricted": true,
    "type": "Low",
    "export": true
    }

    • restricted(boolean)- Represents if normal/sensitive data have restricted access when accessed via API.
    • export(boolean)- Represents if both normal/sensitive data have restricted access when accessed via export.
    • type(string)- Represents the type of restriction. The possible values are Low/High based on field configuration in the layout.
  • webhookboolean

    Represents if the field is supported in webhook.

  • virtual_fieldboolean

    Represents if the field is virtual. Virtual fields are those that are used for reference purposes in subforms, multi-select lookups, multi-user lookups, ISONLINE, FULL_NAME etc. These fields contain meta properties but do not have actual values.

  • json_typestring

    Represents the JSON type of the field. For instance, JSON object, string, etc,.

  • textareaJSON object

    Contains the details of the multiline field.

    • typestring 

      Represents the type of multiline field.
      Supported values : 

      • small supports up to 2000 characters.
      • large supports up to 32000 characters.
      • rich_text supports up to 50000 characters.
  • cryptJSON object

    Represents the status of the encryption. For instance: "crypt": {
    "mode": "encryption",
    "status": 1
    }
    The possible values for the "mode" key are: encryption, decryption;
    The possible values for the "status" key are:

    • 1 - Represents that the field is encrypted.
    • 2- Represents that the encryption/decryption for the field is in progress.

    The "null" value represents that the key is decrypted.

  • tooltipJSON object

    Represents the details of the tooltip (name and value), if the field has one.

  • created_sourcestring

    Represents the source of the filed. The possible values for this field are: default, extension, and integration.

  • display_labelstring

    The display name of the field. This field will not be translated to user's preferred language. For instance, Lead Owner.
    All display labels related to Events are renamed to Meetings.

  • field_labelstring

    The display name of the field in the user's preferred language. All field labels related to Events are renamed to Meetings.

  • field_read_onlyboolean

    Represents if the field is read-only always.
    Possible values - true: The field is always read-only.
    false: The field is not always a read-only field, it can be updated.

  • allowed_permissions_to_updateJSON Object

    Represents the default whether the user can read or edit the field, or if the field is hidden.
    The value "true" for the keyread-only represents that the user can only view the field.
    The value "true" for the key read-write represents that the user can edit the value of the field.
    The value "true" for the key hidden represents that the field is hidden from the user.

  • read_onlyboolean

    Represents if the field is read-only for the current user.
    Possible values - true: The field read-only for the current user.
    false: The field is not read-only for the current user.

  • display_labelboolean

    Represents the display label of the current field. For instance, Last Name.

  • quick_sequence_numberinteger

    Represents the position of the field in the CRM.

  • businesscard_supportedboolean

    Represents if the current field can be added to business card section.
    Possible values - true: The field can be added to the business card section.
    false: The field cannot be added to the business card section.

  • sharing_propertiesJSON object

    In a lookup field, represents if the user has access to the records that the field looks up to.

  • idstring

    Represents the unique ID of the current field.

  • custom_fieldboolean

    Represents if the current field is a custom field.
    Possible values - true: The field is a custom field.
    false: The current field is a default field.

  • lookupJSON object

    Represents the details of the lookup that the field is related to. For example, for the "Parent_Id" field in the inventory line item subform "Quoted_Items", the lookup key contains the API name and ID of the module that the field is related to.
    In inventory line item subforms, for fields where the user selects a record from a list such as the Product name, the "lookup" key contains a JSON array "show_fields". This indicates the field that is displayed when a record is selected for that lookup. For example, for the "Product_Name" lookup, the users select a product. So, the show_fields key contains the fields that are displayed while you select the product.

  • visibleboolean

    Represents if the current field is visible to the user.
    Possible values - true: The field is visible to the user.
    false: The current field is not visible to the user.
    The profiles key represents the permission required for each profile to view this field.

  • profilesJSON array

    Represents the different profiles that have access to this field and the access permission.
    The value null represents that the user does not have the Module Customization permission.

  • display_typeinteger

    Represents how the field is displayed based on its type .
    The value -1 represents that the field is a normal field while the value 2 represents that the field is "select only" (Eg: Best time to contact field).

  • enable_colour_codeBoolean

    Represents whether you can use color coding for that field.

  • history_trackingJSON object

    Represents the history of the picklist field if you have enabled history tracking.
    The value null represents that history tracking is not enabled for the field.

  • wizardbigint

    Represents that the field is a wizard.

  • multiselectlookupJSON object

    Represents the details such as linking module, connected module, lookup API name etc, of a multi-select lookup field.

  • multiuserlookupJSON object

    Represents the details such as linking module, connected module, lookup API name etc, of a multi-select user lookup field.

  • pick_list_values_sorted_lexicallyBoolean

    Represents whether the values of the picklist are sorted alphabetically.

  • subformJSON object

    Represents the details of the line items in the inventory modules.

  • searchableBoolean

    Represents whether the field is supported in a search.

  • lengthinteger

    Represents the size of the current field.

  • sortableBoolean

    Represents whether the field is sortable.

  • api_namestring

    Represents API name of the current field.

  • data_typestring

    Represents CRM field type of the current field. For instance, lookup.

  • formulaJSON object

    Represents the formula details, if the current field is a formula field.

  • decimal_placeinteger

    Represents the number of the decimal places allowed for the current field.

  • mass_updateboolean

    Represents if the field can be mass updated.
    Possible values - true: The current field can be mass updated.
    false: The current field cannot be mass updated.

  • enable_colour_codeboolean

    Represents if the field can be color-coded.

  • pick_list_valuesJSON array

    Represents the list of all the picklist values, if the field is either a picklist or multi-select picklist field.
    The value for the key type in each picklist option represents if that option is used or not.
    The key id represents the unique ID of every picklist option.
    colour_code represents the hex code for the color for that picklist value.
    The response contains both used and unused picklist values.

  • auto_numberJSON object

    Represents the auto-number details if the current field is an Auto-Number field.

  • rollup_summaryJSON object

    Represents details of a roll up summary field. Roll up summary fields are used to summarize or aggregate values from a related list.

    • return_type

      Specifies the type of the rollup summary field.

    • expression JSON Object

      Represents the expression used for the rollup summary calculation.

      • function_parameters JSON Array

        Specifies the function parameters used in the expression.

        • api_name

          Specifies the API name of the fields used in expression

      • criteria JSON Object

        Specifies the criteria for rollup summary calculation.

        • group_operator

          Specifies the group operator used in the criteria (e.g., AND, OR).

        • group JSON Array

          Represents the group of criteria for the rollup summary calculation.

          • comparator

            Represents the comparison operator used in the criterion (e.g., not_equal).

          • field JSON Object

            Represents the field details for the criterion.

            • api_name

              Specifies the API name of the field.

            • id

              Specifies the ID of the field.

          • value

            Specifies the value used in the criterion (e.g., ${NOTEMPTY}).

      • function

        Specifies the function used for the rollup summary calculation (e.g., AVERAGE).

    • based_on_module JSON Object

      Specifies the module on which the rollup summary is based.

      • api_name

        Specifies the API name for the module.

      • id

        Specifies the ID of the module.

    • related_list

      Specifies the related list on which the rollup summary is based.

      • api_name

        Specifies the API name for the related list.

      • id

        Specifies the ID of the related list.

    • rollup_based_on string

      Specifies the basis of the rollup summary calculation. It could be module or layout.

Sample Response

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