Understand integration field

Understand integration field

The Integration field enables your users to lookup data that's stored in an external service — another Zoho app or third-party SaaS. 

The field features a dropdown menu that displays data from the selected service. It allows your users to select one value from the displayed data. Consequently, the integration field enables you to establish a relationship between the data in your Zoho Creator app and the data in the selected service.

Features

Adding an integration field

Adding an integration field to your form requires you to define (or select, if already defined) a connection to the target external service. You will need to define a few parameters in addition to the Module and Field from which you intend to lookup data.

Currently, you can have the integration field lookup data from the following services:

Customizing the display fields

You can customize the manner in which the integration field displays data. You can have the integration field display the data from up to three fields of selected module. When displaying multiple fields, you can define if any separator is to appear between the field values. Learn how

The Integration field can display data from all types of fields except the following:

  • Fields that contain multiple lines of text, URLs, media (image, file, etc.)
  • Fields that display choices in dropdown menus, as radio buttons or checkboxes

Image shows an Integration field that displays data from the First Name field of Zoho CRM's Leads module

Image shows an Integration field that displays data from Zoho CRM's Leads module in the format First Name - Last Name - Company

Accessing the field and searching for data

Each time your users access the integration field on your form, Zoho Creator fetches data in real time from the selected module of the external service.

Note: The integration field will display data only when your subscription to the target service (eg: Salesforce, Zoho CRM) allows accessing the target module. For example, imagine that you've subscribed to Zoho CRM's Standard edition and that you've added an integration field that displays data from Zoho CRM's Purchase Orders module. This integration field will not display any data as the Purchase Order module isn't available in Zoho CRM's Standard edition.

With regard to searching the integration field:

  • Your users can search in all the display fields you set
  • At least two characters are to be entered to initiate search
  • Searching more than one display fields is supported. Records that match the inputs in all display fields will be displayed.
  • The kind of search that will happen depends on the target service and the type of data the fields store:​
When the field storesOperator that will be employed
 Zoho CRMZoho RecruitSalesforceQuickBooks
String datastarts withstarts withcontainscontains
Numeric datastarts withstarts withequals(not supported)

Other field properties

You can perform the following customizations for the user experience of the integration field on your form:

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