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Get Records from Zoho FSM

Description
Syntax
Example
Response Format
Related Links

Description

You can fetch records from a specified module using the zoho.fsm.getRecords Deluge task.

This task is based on Zoho FSM API -> <Module> -> List <ModuleName>.

Syntax

<variable> = zoho.fsm.getRecords(<module_name>, <page>, <per_page>, <optional_data_map>, <connection>);

where:

Params	Data type	Description
<variable>	KEY-VALUE	is the response returned by Zoho FSM.
<module_name>	TEXT	is the API name of the module from which you want to fetch records. The API names of the modules are: Assets, Companies, Contacts, Estimates, Invoices, Requests, Scheduled_Maintenances, Service_And_Parts, Service_Appointments, Territories, Time_Off, Work_Orders, Work_Types
<page> (optional)	NUMBER	indicates the page number from which you want to retrieve records. Default value: 1
<per_page> (optional)	NUMBER	is the number of records that need to be fetched per page. Default value: 200
<optional_data_map> (optional)	KEY-VALUE	is the parameter to pass any additional values. Note: To learn about the optional parameters, click here and go to <moduleName> -> list <moduleName>. The <page> and <per_page> params must be specified to be able to specify this param. To ignore querying using this param, specify an empty map.
<connection> (optional)	TEXT	is the connection created for Zoho FSM. Note: Add relevant scopes as mentioned in Zoho FSM API -> <Module> -> List <ModuleName>.

Example: Retrieve records from the Request module

The following script fetches the first 4 records from the Zoho FSM Requests module and sorts the fetched records in descending order based on the field - Name.

optionalDataMap = Map(); 
optionalDataMap.put("sort_by", "Name"); 
optionalDataMap.put("sort_order", "desc"); 

response = zoho.fsm.getRecords("Requests", 1, 4, optionalDataMap, "fsm_connection");

where:

response

is the KEY-VALUE response returned by Zoho FSM.

"Requests"

is the TEXT that represents the API name of the Zoho FSM module from which records will be fetched

is the NUMBER that represents the index of the first record to be fetched

is the NUMBER that represents the number of records to be fetched

optionalDataMap

is the KEY-VALUE variable with TEXT keys for sorting the fetched records s

"fsm_connection"

is the TEXT that represents the link name of the connection

Response Format

The success response returned is of the following format:

{
"data": [
{
"Owner": {
"name": "Mary Cooper",
"id": "1439000000161001",
"email": "shawn@zylker.com"
},
"Company": null,
"Email": null,
"$currency_symbol": "$",
"Cancellation_Reason": null,
"Config": null,
"Closed_Time": null,
"Reported_By": null,
"Cancelled_Or_Terminated_Time": null,
"Dispatcher": {
"name": "Mary Cooper",
"id": "1439000000161001"
},
"Name": "REQ13",
"Modified_By": {
"name": "Mary Cooper",
"id": "1439000000161001",
"email": "shawn@zylker.com"
},
"Exchange_Rate": 1,
"Phone": null,
"Cancellation_Message": null,
"Currency": "USD",
"$inactive": false,
"Service_Address": {
"Service_Latitude": 41.491496,
"Service_Street_1": "4117 Kennedy Dr",
"Service_State": "Illinois",
"Service_Zip_Code": "61244",
"name": "AD-2",
"id": "1439000000161231",
"Service_Longitude": -90.457028,
"Service_Address_Name": "Service Address",
"Service_Street_2": null,
"Service_Country": "United States",
"Service_City": "East Moline"
},
"Asset": null,
"id": "1439000000185716",
"Status": "New",
"Territory": {
"name": "Colona",
"id": "1439000000161185"
},
"Modified_Time": "2022-05-16T03:56:17-07:00",
"Due_Date": null,
"Priority": null,
"Created_Time": "2022-05-16T03:56:17-07:00",
"$editable": true,
"Completed_Time": null,
"$permissions": {
"read": true,
"edit": true,
"delete": true
},
"Estimate_Required": false,
"Contact": {
"name": "Lucy Robins",
"id": "1439000000161222"
},
"Parent_Work_Order": null,
"Request_Origin": null,
"Preference": {
"Preferred_Date_1": null,
"Preferred_Date_2": null,
"Preference_Note": null,
"Preferred_Time": null
},
"Billing_Address": {
"Billing_Longitude": -90.358476,
"Billing_City": "Colona",
"Billing_Country": "United States",
"name": "AD-1",
"Billing_Address_Name": "Billing Address",
"Billing_Street_1": "901 1st St",
"Billing_State": "Illinois",
"Billing_Zip_Code": "61241",
"Billing_Street_2": null,
"Billing_Latitude": 41.469353,
"id": "1439000000161230"
},
"Summary": "Sample",
"Created_By": {
"name": "Mary Cooper",
"id": "1439000000161001",
"email": "shawn@zylker.com"
}
},
{
"Owner": {
"name": "Mary Cooper",
"id": "1439000000161001",
"email": "shawn@zylker.com"
},
"Company": null,
"Email": null,
"$currency_symbol": "$",
"Cancellation_Reason": null,
"Config": null,
"Closed_Time": null,
"Reported_By": null,
"Cancelled_Or_Terminated_Time": null,
"Dispatcher": {
"name": "Mary Cooper",
"id": "1439000000161001"
},
"Name": "REQ10",
"Modified_By": {
"name": "Mary Cooper",
"id": "1439000000161001",
"email": "shawn@zylker.com"
},
"Exchange_Rate": 1,
"Phone": null,
"Cancellation_Message": null,
"Currency": "USD",
"$inactive": false,
"Service_Address": {
"Service_Latitude": 41.491496,
"Service_Street_1": "4117 Kennedy Dr",
"Service_State": "Illinois",
"Service_Zip_Code": "61244",
"name": "AD-2",
"id": "1439000000161231",
"Service_Longitude": -90.457028,
"Service_Address_Name": "Service Address",
"Service_Street_2": null,
"Service_Country": "United States",
"Service_City": "East Moline"
},
"Asset": null,
"id": "1439000000186166",
"Status": "New",
"Territory": {
"name": "Colona",
"id": "1439000000161185"
},
"Modified_Time": "2022-05-15T23:08:22-07:00",
"Due_Date": null,
"Priority": null,
"Created_Time": "2022-05-15T23:08:22-07:00",
"$editable": true,
"Completed_Time": null,
"$permissions": {
"read": true,
"edit": true,
"delete": true
},
"Estimate_Required": false,
"Contact": {
"name": "Lucy Robins",
"id": "1439000000161222"
},
"Parent_Work_Order": null,
"Request_Origin": null,
"Preference": {
"Preferred_Date_1": null,
"Preferred_Date_2": null,
"Preference_Note": null,
"Preferred_Time": null
},
"Billing_Address": {
"Billing_Longitude": -90.358476,
"Billing_City": "Colona",
"Billing_Country": "United States",
"name": "AD-1",
"Billing_Address_Name": "Billing Address",
"Billing_Street_1": "901 1st St",
"Billing_State": "Illinois",
"Billing_Zip_Code": "61241",
"Billing_Street_2": null,
"Billing_Latitude": 41.469353,
"id": "1439000000161230"
},
"Summary": "Sample",
"Created_By": {
"name": "Mary Cooper",
"id": "1439000000161001",
"email": "shawn@zylker.com"
}
},
{
"Owner": {
"name": "Mary Cooper",
"id": "1439000000161001",
"email": "shawn@zylker.com"
},
"Company": {
"name": "ABC Services",
"id": "1439000000161212"
},
"Email": "betty@zylker.com",
"$currency_symbol": "$",
"Cancellation_Reason": null,
"Config": "{\"sales_tax_type\":\"exclusive\",\"tax_rounding_type\":\"not_configured\",\"Type\":\"32\",\"is_discount_before_tax\":true,\"is_inclusive_tax\":false,\"is_discount_tax_inclusive\":false,\"discount_type\":\"entity_level\",\"is_sales_inclusive_tax_enabled\":false,\"transaction_rounding_type\":\"no_rounding\",\"is_registered_for_tax\":true,\"Tax_Details\":{\"Tax_Percentage\":7,\"Tax_Id\":\"3219741000000078015\",\"taxFromModule\":\"Addresses\",\"Tax_Name\":\"SalesTax\",\"Taxable\":true}}",
"Closed_Time": null,
"Reported_By": null,
"Cancelled_Or_Terminated_Time": null,
"Dispatcher": {
"name": "Mary Cooper",
"id": "1439000000161001"
},
"Name": "REQ1",
"Modified_By": {
"name": "Mary Cooper",
"id": "1439000000161001",
"email": "shawn@zylker.com"
},
"Exchange_Rate": 1,
"Phone": "111-111-1111",
"Cancellation_Message": null,
"Currency": "USD",
"$inactive": false,
"Service_Address": {
"Service_Latitude": 41.491496,
"Service_Street_1": "4117 Kennedy Dr",
"Service_State": "Illinois",
"Service_Zip_Code": "61244",
"name": "AD-2",
"id": "1439000000161231",
"Service_Longitude": -90.457028,
"Service_Address_Name": "Service Address",
"Service_Street_2": null,
"Service_Country": "United States",
"Service_City": "East Moline"
},
"Asset": null,
"id": "1439000000185139",
"Status": "Work In Progress",
"Territory": {
"name": "Colona",
"id": "1439000000161185"
},
"Modified_Time": "2022-05-16T00:48:58-07:00",
"Due_Date": null,
"Priority": "Medium",
"Created_Time": "2022-05-12T03:42:38-07:00",
"$editable": true,
"Completed_Time": null,
"$permissions": {
"read": true,
"edit": true,
"delete": true
},
"Estimate_Required": false,
"Contact": {
"name": "Lucy Robins",
"id": "1439000000161222"
},
"Parent_Work_Order": null,
"Request_Origin": null,
"Preference": {
"Preferred_Date_1": null,
"Preferred_Date_2": null,
"Preference_Note": null,
"Preferred_Time": null
},
"Billing_Address": {
"Billing_Longitude": -90.358476,
"Billing_City": "Colona",
"Billing_Country": "United States",
"name": "AD-1",
"Billing_Address_Name": "Billing Address",
"Billing_Street_1": "901 1st St",
"Billing_State": "Illinois",
"Billing_Zip_Code": "61241",
"Billing_Street_2": null,
"Billing_Latitude": 41.469353,
"id": "1439000000161230"
},
"Summary": "Bathroom floor repair",
"Created_By": {
"name": "Mary Cooper",
"id": "1439000000161001",
"email": "shawn@zylker.com"
}
}
],
"info": {
"per_page": 4,
"count": 3,
"page": 1,
"more_records": false
}
}

To get the list of record IDs from the response, execute the following snippet:

list_variable = response.toMap().get("data").toList(); 
for each item in list_variable 
{ 
info item.get("id"); 
}

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Get Records from Zoho FSM

Table of Contents

Description

Syntax

Example: Retrieve records from the Request module

Response Format

Related Links

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