Related Lists Metadata

Purpose

To get the metadata of the related lists in a particular module.

Endpoints

GET /settings/related_lists?module={module_api_name}

Request Details

Request URL

{api-domain}/crm/{version}/settings/related_lists?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, Appointments, Services and Custom

Header

Authorization: Zoho-oauthtoken 100xx.92d4xxxxxxxxxxxxx15f52

Scope

scope=ZohoCRM.settings.related_lists.READ
(or)
scope=ZohoCRM.settings.related_lists.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.
layout_idstring, optional
Specify the unique ID of the layout to fetch the metadata of the related lists specific to that layout. If you do not include this parameter, the metadata of the related lists is fetched from the Standard layout.

Note

The "href" attribute in the response must be used in the URL to call the related list API. For example, the URL for calling the related list API must be: https://www.zylkercorp.zohoplatform.com/crm/v5/Leads/{ENTITYID}/Entity_Scores__s.

Sample Request

Curl Deluge

Copiedcurl "https://www.zylkercorp.zohoplatform.com/crm/v5/settings/related_lists?module=Leads"
-X GET
-H "Authorization: Zoho-oauthtoken 100xx.d92d4xxxxxxxxxxxxx15f52"

Copiedresponse = invokeurl
[
	url: "https://www.zylkercorp.zohoplatform.com/crm/v5/settings/related_lists?module=Leads"
	type: GET
	connection:"crm_oauth_connection"
];
info response;

Response JSON Keys

sequence_numberinteger
Represents the position of the related list in the module, in your account.
display_labelstring
Represents the display name of the related list.
customize_sortboolean
Represents if the records in the related list can be sorted.
customize_fieldsboolean
Represents if the fields of the related list can be customized.
customize_display_labelboolean
Represents if the display label of the related list can be customized.
api_namestring
Represents the API name of the related list.
moduleJSON object
Represents the API name and ID of the module which the related list belongs to.
namestring
Represents the display name of the module to which the related list belongs to.
idstring
Represents the unique ID of the related list.
hrefstring
Represents the URL reference to access the current related list.
typestring
Represents the type of the current related list. The value can be either default or multiselectlookup.
connectedmodulestring
If the related list is a multi-select lookup, the key represents the API name of the related module.
linkingmodulestring
Represents the API name of the linking module.
parent_related_listsstring
Represents the details of modules configured for Chronological_View and Chronological_View_History related lists
fields string
Represents the details of fields configured for Chronological_View and Chronological_View_History related lists

Sample Response

Copied{
    "related_lists": [
        {
            "module": {
                "api_name": "Notes",
                "id": "2022124000000000147"
            },
            "parent_related_lists": null,
            "type": "default",
            "sequence_number": "1",
            "display_label": "Notes",
            "customize_sort": true,
            "customize_fields": true,
            "api_name": "Notes",
            "customize_display_label": false,
            "name": "Notes",
            "action": null,
            "id": "2022124000000002730",
            "href": "Leads/{ENTITYID}/Notes"
        },
        {
            "module": {
                "api_name": "Attachments",
                "id": "2022124000000000177"
            },
            "parent_related_lists": null,
            "type": "default",
            "sequence_number": "2",
            "display_label": "Attachments",
            "customize_sort": true,
            "customize_fields": false,
            "api_name": "Attachments",
            "customize_display_label": false,
            "name": "Attachments",
            "action": null,
            "id": "2022124000000002724",
            "href": "Leads/{ENTITYID}/Attachments"
        },
        {
            "module": {
                "api_name": "Products",
                "id": "2022124000000000163"
            },
            "parent_related_lists": null,
            "type": "default",
            "sequence_number": "3",
            "display_label": "Products",
            "customize_sort": true,
            "customize_fields": true,
            "api_name": "Products",
            "customize_display_label": false,
            "name": "Products",
            "action": null,
            "id": "2022124000000002726",
            "href": "Leads/{ENTITYID}/Products"
        },
        {
            "module": null,
            "parent_related_lists": null,
            "type": "grouped",
            "sequence_number": "4",
            "display_label": "ChronologicalView",
            "customize_sort": true,
            "customize_fields": true,
            "api_name": "Activities_Chronological_View",
            "customize_display_label": true,
            "name": "ChronologicalView",
            "action": null,
            "id": "2022124000000542018",
            "href": null
        },
        {
            "module": {
                "api_name": "Calls",
                "id": "2022124000000017015"
            },
            "parent_related_lists": null,
            "type": "default",
            "sequence_number": "4",
            "display_label": "Open Calls",
            "customize_sort": true,
            "customize_fields": true,
            "api_name": "Calls",
            "customize_display_label": false,
            "name": "Calls",
            "action": null,
            "id": "2022124000000371752",
            "href": "Leads/{ENTITYID}/Calls"
        },
        {
            "module": {
                "api_name": "Events",
                "id": "2022124000000000145"
            },
            "parent_related_lists": null,
            "type": "default",
            "sequence_number": "4",
            "display_label": "Open Meetings",
            "customize_sort": true,
            "customize_fields": true,
            "api_name": "Events",
            "customize_display_label": false,
            "name": "Events",
            "action": null,
            "id": "2022124000000371750",
            "href": "Leads/{ENTITYID}/Events"
        },
        {
            "module": {
                "api_name": "Tasks",
                "id": "2022124000000000143"
            },
            "parent_related_lists": null,
            "type": "default",
            "sequence_number": "4",
            "display_label": "Open Tasks",
            "customize_sort": true,
            "customize_fields": true,
            "api_name": "Tasks",
            "customize_display_label": false,
            "name": "Tasks",
            "action": null,
            "id": "2022124000000371748",
            "href": "Leads/{ENTITYID}/Tasks"
        },
        {
            "module": {
                "api_name": "Tasks",
                "id": "2022124000000000143"
            },
            "parent_related_lists": null,
            "type": "default",
            "sequence_number": "5",
            "display_label": "Closed Tasks",
            "customize_sort": true,
            "customize_fields": true,
            "api_name": "Tasks_History",
            "customize_display_label": false,
            "name": "Tasks History",
            "action": null,
            "id": "2022124000000371754",
            "href": "Leads/{ENTITYID}/Tasks_History"
        },
        {
            "module": {
                "api_name": "Events",
                "id": "2022124000000000145"
            },
            "parent_related_lists": null,
            "type": "default",
            "sequence_number": "5",
            "display_label": "Closed Meetings",
            "customize_sort": true,
            "customize_fields": true,
            "api_name": "Events_History",
            "customize_display_label": false,
            "name": "Events History",
            "action": null,
            "id": "2022124000000371756",
            "href": "Leads/{ENTITYID}/Events_History"
        },
        {
            "module": {
                "api_name": "Calls",
                "id": "2022124000000017015"
            },
            "parent_related_lists": null,
            "type": "default",
            "sequence_number": "5",
            "display_label": "Closed Calls",
            "customize_sort": true,
            "customize_fields": true,
            "api_name": "Calls_History",
            "customize_display_label": false,
            "name": "Calls History",
            "action": null,
            "id": "2022124000000371758",
            "href": "Leads/{ENTITYID}/Calls_History"
        },
        {
            "module": null,
            "parent_related_lists": null,
            "type": "grouped",
            "sequence_number": "5",
            "display_label": "ChronologicalView History",
            "customize_sort": true,
            "customize_fields": true,
            "api_name": "Activities_Chronological_View_History",
            "customize_display_label": true,
            "name": "ChronologicalView History",
            "action": null,
            "id": "2022124000000542030",
            "href": null
        },
        {
            "module": {
                "api_name": "Events",
                "id": "2022124000000000145"
            },
            "parent_related_lists": null,
            "type": "default",
            "sequence_number": "6",
            "display_label": "Invited Meetings",
            "customize_sort": true,
            "customize_fields": false,
            "api_name": "Invited_Events",
            "customize_display_label": false,
            "name": "Invited Events",
            "action": null,
            "id": "2022124000000044001",
            "href": "Leads/{ENTITYID}/Invited_Events"
        },
        {
            "module": {
                "api_name": "Emails",
                "id": "2022124000000000179"
            },
            "parent_related_lists": null,
            "type": "default",
            "sequence_number": "6",
            "display_label": "Emails",
            "customize_sort": true,
            "customize_fields": false,
            "api_name": "Emails",
            "customize_display_label": false,
            "name": "Emails",
            "action": null,
            "id": "2022124000000002728",
            "href": null
        },
        {
            "module": {
                "api_name": "Campaigns",
                "id": "2022124000000000133"
            },
            "parent_related_lists": null,
            "type": "default",
            "sequence_number": "8",
            "display_label": "Campaigns",
            "customize_sort": true,
            "customize_fields": true,
            "api_name": "Campaigns",
            "customize_display_label": false,
            "name": "Campaigns",
            "action": null,
            "id": "2022124000000023017",
            "href": "Leads/{ENTITYID}/Campaigns"
        },
        {
            "module": {
                "api_name": "Social",
                "id": "2022124000000048001"
            },
            "parent_related_lists": null,
            "type": "default",
            "sequence_number": "9",
            "display_label": "Social",
            "customize_sort": true,
            "customize_fields": false,
            "api_name": "Social",
            "customize_display_label": false,
            "name": "Social",
            "action": null,
            "id": "2022124000000048003",
            "href": null
        },
        {
            "module": {
                "api_name": "CheckLists",
                "id": "2022124000000156001"
            },
            "parent_related_lists": null,
            "type": "default",
            "sequence_number": "10",
            "display_label": "Checklists",
            "customize_sort": false,
            "customize_fields": false,
            "api_name": "CheckLists",
            "customize_display_label": false,
            "name": "CheckLists",
            "action": null,
            "id": "2022124000000156005",
            "href": "Leads/{ENTITYID}/CheckLists"
        },
        {
            "module": {
                "api_name": "Locking_Information__s",
                "id": "2022124000000419001"
            },
            "parent_related_lists": null,
            "type": "default",
            "sequence_number": "43",
            "display_label": "Locking Information",
            "customize_sort": false,
            "customize_fields": false,
            "api_name": "Locking_Information__s",
            "customize_display_label": false,
            "name": "Locking Information",
            "action": null,
            "id": "2022124000000419112",
            "href": "Leads/{ENTITYID}/Locking_Information__s"
        }
    ]
}

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Note

Two new related lists Chronological_View and Chronological_View_History are introduced in v5. You can get the details of open Calls, Tasks and Meetings in Chronological_View related list and closed Calls, Tasks and Meetings in Chronological_View_History. Type key of these related list will be grouped

Sample Response while fetching the chronological view of a related list

Copied{
  "related_lists": [
    {
      "module": null,
      "parent_related_lists": [
        {
          "api_name": "Calls",
          "id": "2022124000000371752"
        },
        {
          "api_name": "Events",
          "id": "2022124000000371750"
        },
        {
          "api_name": "Tasks",
          "id": "2022124000000371748"
        }
      ],
      "personality_name": "CHRONOLOGICALVIEWPERSONALITY",
      "sort_by": null,
      "type": "grouped",
      "sequence_number": "4",
      "display_label": "OpenActivities",
      "customize_sort": true,
      "customize_fields": true,
      "api_name": "Activities_Chronological_View",
      "customize_display_label": true,
      "name": "Activities_Chronological_View",
      "action": null,
      "id": "2022124000000542018",
      "href": null,
      "fields": [
        {
          "api_name": "!Calls.Subject",
          "id": "2022124000000017019"
        },
        {
          "api_name": "!Calls.Call_Start_Time",
          "id": "2022124000000017029"
        },
        {
          "api_name": "!Calls.Owner",
          "id": "2022124000000017017"
        },
        {
          "api_name": "!Calls.Call_Purpose",
          "id": "2022124000000017023"
        },
        {
          "api_name": "!Calls.Call_Agenda",
          "id": "2022124000000455890"
        },
        {
          "api_name": "!Events.Event_Title",
          "id": "2022124000000000249"
        },
        {
          "api_name": "!Events.Start_DateTime",
          "id": "2022124000000101001"
        },
        {
          "api_name": "!Events.End_DateTime",
          "id": "2022124000000101003"
        },
        {
          "api_name": "!Events.All_day",
          "id": "2022124000000057003"
        },
        {
          "api_name": "!Events.Owner",
          "id": "2022124000000000247"
        },
        {
          "api_name": "!Tasks.Subject",
          "id": "2022124000000000221"
        },
        {
          "api_name": "!Tasks.Due_Date",
          "id": "2022124000000000223"
        },
        {
          "api_name": "!Tasks.Owner",
          "id": "2022124000000000219"
        },
        {
          "api_name": "!Tasks.Status",
          "id": "2022124000000000229"
        },
        {
          "api_name": "!Tasks.Priority",
          "id": "2022124000000000231"
        }
      ],
      "sort_order": null
    }
  ]
}

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