Layouts Metadata
Purpose
To get details of the layouts associated with a particular module.
Request Details
Request URL
{api-domain}/crm/{version}/settings/layouts?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.layouts.READ
(or)
scope=ZohoCRM.settings.layouts.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.
Note
- In the Deals module, the "forecast_category" key is changed from string to a JSON Object.
- In the Events module, a new data type "multireminder" is introduced for the "Remind_At" key.
- When the pipeline feature is enabled, a new field "Pipeline" is added in the response.
The pick_list_values for a pipeline inside the maps key represent the stages that are available in the pipeline. - When you have created a wizard in the module, the "fields" array will have an object for wizard.
- The "fields" array will also contain an object each for image upload, multi-select lookup, and multi-select user lookup fields with the data types imageupload, multiselectlookup, and mutliuserlookup, respectively.
- The sections related to Score Summary and Visit Summary will be rendered in the response only when you enable these features.
- For the Users module,
- Timezone offset varies based on daylight settings. So, the picklist field's display_value will change accordingly.
- In the Country_Locale field, the picklist values are translated if translation is enabled.
Sample Request
Copiedcurl "https://www.zohoapis.com/crm/v7/settings/layouts?module=Leads"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"Copiedresponse = invokeurl
[
url: "https://www.zohoapis.com/crm/v7/settings/layouts?module=Leads"
type: GET
connection:"crm_oauth_connection"
];
info response;Response JSON Keys
- created_timestring
Represents the date and time at which the current layout was created.
- convert_mappingJSON object
Represents the base layout details.
- modified_timestring
Represents the date and time at which the layout was last modified.
- visibleboolean
Represents if the current layout is visible to the user.
true: The current layout is visible to the user.
false: The current layout is not visible to the user. - namestring
Represents the name of the layout.
- modified_byJSON object
Represents the name and ID of the user who last modified the layout.
- profilesJSON array
Each object in the array represents the name and ID of the profile that has access to the current layout. The value of this key will be null when the user does not have the Module Customization permission.
- _default_viewJSON object
Represents the ID and name of the default layout for each profile.
- _default_assignment_viewJSON object
Represents the details of a default canvas assignment details of the profiles if a canvas view is selected as default view for a layout of a module. This key's response will be same as default_view key if default view is Standard View ./p>
- idstring
Represents the unique ID of the layout.
- created_byJSON object
Represents the name and ID of the user who created the layout.
- sectionsJSON array
Each object in the array represents the details of sections in the current layout. The following section represents the keys in this JSON array.
- api_nameJSON array
Represent the name of the layout.
Keys in 'sections' JSON array
- display_labelstring
Represents the display name of the section.
- modestring
Represents the section's mode in the layout.
- Possible values :
- All modules except : default_create, quick_create, business_card, and business_card.
- Events module : create, view, and quick_view.
- Subforms : create and view.
- Wizards : create
- sequence_numberinteger
Represents the position of the section in the layout.
- isSubformSectionboolean
Represents if the section is the subform section.
true: The current section is a subform section.
false: The current section is not a subform section. - api_namestring
Represents the API name of the section.
- namestring
Represents the display name of the current section.
- generated_typestring
Represents if the section is system-defined or custom.
- typestring
Represents if the section is used or not in the layout.
- show_business_cardboolean
Represents whether the business card section must be displayed or not in the layout.
- fieldsJSON array
Each object in the array represents the details of a field in the section. Refer to fields metadata API to know more about the keys in this array.
- searchableBoolean
Represents whether the field is supported in a search.
- enable_colour_codeboolean
Represents if the field can be color-coded.
- statusstring
Represents the status of the layout. The possible values are "active", "inactive", "downgrade", and "hidden".
- sourcestring
Represents the source the layout originated from. The possible values are "crm", "platform_plugin", "marketplace_plugin", and "campaign_integration".
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.layouts.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 layouts 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 layouts data
Resolution: The user does not have the permission to retrieve layouts data. Contact your system administrator.
Sample Response
Copied{
"layouts": [
{
"has_more_profiles": false,
"created_time": null,
"convert_mapping": {
"Contacts": {
"name": "Standard",
"id": "2276164000000095059"
},
"Deals": {
"name": "Standard",
"id": "2276164000000095023",
"fields": [
{
"api_name": "Amount",
"field_label": "Amount",
"id": "2276164000000000517",
"required": false
},
{
"api_name": "Deal_Name",
"field_label": "Potential Name",
"id": "2276164000000000519",
"required": true
},
{
"api_name": "Closing_Date",
"field_label": "Closing Date",
"id": "2276164000000000521",
"required": false
},
{
"api_name": "Stage",
"field_label": "Stage",
"id": "2276164000000000525",
"required": true
}
]
},
"Accounts": {
"name": "Standard",
"id": "2276164000000095047"
}
},
"visible": true,
"created_for": null,
"profiles": [
{
"_default_assignment_view": {
"name": "Standard",
"id": "2276164000000095055",
"type": "layout"
},
"default": true,
"name": "Administrator",
"id": "2276164000000015972",
"_default_view": {
"name": "Standard",
"id": "2276164000000095055",
"type": "layout"
}
},
{
"_default_assignment_view": {
"name": "Standard",
"id": "2276164000000095055",
"type": "layout"
},
"default": true,
"name": "Standard",
"id": "2276164000000015975",
"_default_view": {
"name": "Standard",
"id": "2276164000000095055",
"type": "layout"
}
}
],
"source": "crm",
"created_by": null,
"sections": [
{
"isSubformSection": false,
"type": "used",
"display_label": "Lead Image",
"mode": "default_create",
"sequence_number": 1,
"tab_traversal": "left_to_right",
"api_name": "Lead Image",
"column_count": 1,
"name": "Record Image",
"generated_type": "default",
"id": "2276164000000266005",
"fields": [
{
"associated_module": null,
"webhook": false,
"operation_type": {
"web_update": true,
"api_create": true,
"web_create": true,
"api_update": true
},
"colour_code_enabled_by_system": false,
"field_label": "Lead Image",
"tooltip": null,
"type": "used",
"field_read_only": false,
"customizable_properties": [
"image_enable",
"add_to_other_layouts"
],
"required": false,
"display_label": "Record Image",
"read_only": false,
"association_details": null,
"businesscard_supported": false,
"multi_module_lookup": {},
"id": "2276164000000179001",
"created_time": null,
"filterable": false,
"visible": true,
"profiles": [
{
"permission_type": "read_write",
"name": "Administrator",
"id": "2276164000000015972"
},
{
"permission_type": "read_write",
"name": "Standard",
"id": "2276164000000015975"
}
],
"view_type": {
"view": true,
"edit": true,
"quick_create": false,
"create": true
},
"separator": false,
"searchable": false,
"external": null,
"api_name": "Record_Image",
"unique": {},
"enable_colour_code": false,
"pick_list_values": [],
"system_mandatory": false,
"virtual_field": false,
"json_type": "string",
"crypt": null,
"created_source": "default",
"display_type": -1,
"ui_type": 66,
"validation_rule": null,
"modified_time": null,
"section_id": 5,
"email_parser": {
"fields_update_supported": false,
"record_operations_supported": false
},
"currency": {},
"custom_field": false,
"lookup": {},
"convert_mapping": {
"Contacts": null,
"Deals": null,
"Accounts": null
},
"rollup_summary": {},
"length": 255,
"display_field": false,
"pick_list_values_sorted_lexically": false,
"default_value": null,
"sortable": false,
"sequence_number": 1,
"global_picklist": null,
"history_tracking": null,
"data_type": "profileimage",
"formula": {},
"decimal_place": null,
"mass_update": false,
"multiselectlookup": {},
"auto_number": {}
}
],
"properties": null
},
.
.
.
],
"display_label": "Standard",
"show_business_card": true,
"actions_allowed": {
"edit": true,
"rename": true,
"clone": true,
"downgrade": false,
"delete": false,
"deactivate": false,
"set_layout_permissions": true
},
"modified_time": "2024-07-11T11:52:38+05:30",
"api_name": "Standard__s",
"name": "Standard",
"modified_by": {
"name": "Patricia",
"id": "2276164000000471001"
},
"generated_type": "system",
"id": "2276164000000095055",
"status": "active"
}
]
}