getRelatedRecords Method
Table of Contents
Purpose
You can use the getRelatedRecords method to fetch related records.
For example: You can fetch Leads related to a Campaign or fetch tasks related to an Account.
Request URL
XML Format:
https://crm.zoho.com/crm/private/xml/Leads/getRelatedRecords?authtoken=Auth Token&scope=crmapi&id=Record ID&parentModule=Module Name
JSON Format:
https://crm.zoho.com/crm/private/json/Leads/getRelatedRecords?authtoken=Auth Token&scope=crmapi&id=Record ID&parentModule=Module Name
Request Parameters
| Parameter | Data Type | Description |
| authtoken* | String | Encrypted alphanumeric string to authenticate your Zoho credentials. |
| scope* | String | Specify the value as crmapi |
| parentModule* | String | Module for which you want to fetch the related records Example: If you want to fetch Leads related to a Campaign, then Campaigns is your parent module. |
| id* | Integer | The id of the record for which you want to fetch related records |
| newFormat | Integer | newFormat=1: To exclude fields with "null" values while inserting data from your CRM account. newFormat=2:To include fields with "null" values while inserting data from your CRM account. |
| fromIndex | Integer | Default value - 1 |
| toIndex | Integer | Default value - 20 Maximum range value - 200 [Maximum range value = toIndex - fromIndex] |
* - Mandatory parameter
Note:
- The getRelatedRecords method does not support Custom Lookup fields.
Related Lists Supported
The getRelatedRecords method supports all modules and their respective Related Lists except Emails, Competitors and Integrations (Zoho Support, Zoho Projects, etc)
Examples
To fetch Leads related to a Campaign ( with id 121212121 )
URL Format:
https://crm.zoho.com/crm/private/json/Leads/getRelatedRecords?newFormat=1&authtoken=sbdjEDBDJ1323&scope=crmapi&parentModule=Campaigns&id=121212121
To fetch the Stage History related to a Deal
URL Format:
https://crm.zoho.com/crm/private/xml/PotStageHistory/getRelatedRecords?authtoken=Auth Token&scope=crmapi&id=468939000000054013&parentModule=Deals
To fetch Contact Roles related to a Deal
URL Format:
https://crm.zoho.com/crm/private/xml/ContactRoles/getRelatedRecords?authtoken=Auth Token&scope=crmapi
&id=468939000000054013&parentModule=Deals
To view files attached to a record
URL Format:
https://crm.zoho.com/crm/private/xml/Attachments/getRelatedRecords?authtoken=Your Auth Token&newFormat=1&scope=crmapi&parentModule=Leads&id=508020000000957321
Sample Response
<response uri="/crm/private/xml/Attachments/getRelatedRecords">
<result>
<Attachments>
<row no="1">
<FL val="id">5080200000005483628</FL>
<FL val="File Name">
<![CDATA[ wallpaper.jpeg ]]>
</FL>
<FL val="Size">
<![CDATA[ 175662 bytes ]]>
</FL>
<FL val="Modified Time">
<![CDATA[ 2012-07-03 14:58:36 ]]>
</FL>
<FL val="SMOWNERID">508020000000065849</FL>
<FL val="Attached By">
<![CDATA[ charles stone]]>
</FL>
</row>
<row no="2">
<FL val="id">5080200000000906253</FL>
<FL val="File Name">
<![CDATA[ image.jpeg ]]>
</FL>
<FL val="Size">
<![CDATA[ 8550 bytes ]]>
</FL>
<FL val="Modified Time">
<![CDATA[ 2012-07-03 14:58:35 ]]>
</FL>
<FL val="SMOWNERID">508020000000065849</FL>
<FL val="Attached By">
<![CDATA[ charles stone]]>
</FL>
</row>
<row no="3">
<FL val="id">5080200000009873561</FL>
<FL val="File Name">
<![CDATA[ sample-image.jpg ]]>
</FL>
<FL val="Size">
<![CDATA[ 114775 bytes ]]>
</FL>
<FL val="Modified Time">
<![CDATA[ 2012-07-03 14:58:35 ]]>
</FL>
<FL val="SMOWNERID">508020000000065849</FL>
<FL val="Attached By">
<![CDATA[ charles stone]]>
</FL>
</row>
<row no="4">
<FL val="id">5080200000001928374</FL>
<FL val="File Name">
<![CDATA[ test-img.jpg ]]>
</FL>
<FL val="Size">
<![CDATA[ 8161 bytes ]]>
</FL>
<FL val="Modified Time">
<![CDATA[ 2012-07-03 14:58:35 ]]>
</FL>
<FL val="SMOWNERID">508020000000065849</FL>
<FL val="Attached By">
<![CDATA[ charles stone]]>
</FL>
</row>
</Attachments>
</result>
</response>
To fetch notes under a record
URL Format:
https://crm.zoho.com/crm/private/xml/Notes/getRelatedRecords?authtoken=<Your Authtoken>&scope=crmapi&id=RECORD_ID&parentModule=Module Name
Sample Response
<responseuri="/crm/private/xml/Notes/getRelatedRecords">
<result>
<Notes>
<rowno="1">
<FLval="id">5080200000005483628</FL>
<FLval="Note Content">
<![CDATA[ New note under the record ]]>
</FL>
<FLval="SMOWNERID">508020000000065849</FL>
<FLval="Owner Name">
<![CDATA[ James ]]>
</FL>
<FLval="SMCREATORID">508020000000065849</FL>
<FLval="Created By">
<![CDATA[ James ]]>
</FL>
<FLval="Created Time">
<![CDATA[ 2012-12-12 05:00:00 ]]>
</FL>
<FLval="MODIFIEDBY">508020000000065849</FL>
<FLval="Modified By">
<![CDATA[ James ]]>
</FL>
<FLval="Modified Time">
<![CDATA[ 2012-12-12 05:00:00 ]]>
</FL>
<FLval="ISVOICENOTES">
<![CDATA[ false ]]>
</FL>
</row>
</Notes>
</result>
</response>