Adding a Query to a Canvas

Canvas in Zoho CRM gives you powerful UI customization capabilities. Right from color themes, buttons, images to business cards, you can customize all aspects of the UI. Refer to Customizing Record Detail Page Using Canvas and Types of Canvas views for more details on working with Canvas.

You can use a query you created in Queries in the Record Detail View and List View Canvas of a module. When you create a canvas view, you can incorporate the query components.

On the left, you can see different components of the canvas including Queries. Follow the steps to associate a query with a canvas.

Record Detail View

1. Click the database icon for Queries components. Click Associate Query.
2. Give the Association Name, select the Source.
3. Select the required query of the chosen type in the Query drop down.
4. Choose the display type on the canvas.
5. If your query has any variables, they will be displayed under the Variables section. Select the relevant field from the drop down for that variable.

6. Click Done.

   
7. Choose a template for the canvas. The canvas opens.

8. You can see the query and the different fields on the left. Drag and drop the required items on the canvas and save it. This associates your query with the canvas.

   

List View

1. Click the database icon for Queries components. Click Associate Query.
2. Give the Association Name, select the Source.
3. Select the required query of the chosen type in the Query drop down.
4. If your query has any variables, they will be displayed under the Variables section. Select the relevant field from the drop down for that variable.
5. Choose the display type on the canvas.
6. Under Result Mapping, select the Source Record Field and Query Response Field. This is to connect the current module and the selected query.

7. Click Done.

   

8. You can see the different fields of the query on the left. Drag and drop the required items on the canvas and save it. This associates your query with the canvas.

   

Note

For query types that have a serializer, you can change the data type and label in the response. However, for CRM-Module type queries without a serializer, data type and label will be synced from the CRM module itself and you cannot edit them.