Subform API

A subform is a secondary form or a table, which will enable you to include multiple line items into a primary form. They are used to associate multiple items to a single record. On a more technical perspective, subforms easily solve the need for you to establish a one-to-many relationship with data in your CRM, in which many secondary items are associated to a single primary record.
The Subform API is available only in Enterprise and above editions of Zoho CRM.

Points-to-remember

  • The parent Module API name can be acquired using the modules API.

  • The Field API names of the subform can be acquired using Fields Metadata API of the parent module.

  • The Field API names of the individual fields in a subform can be acquired using Fields Metadata API, with the request URL as "fields?module={Sub_form_api_name}".

  • A module can have a maximum of two subforms for all editions except Ultimate. The Ultimate edition can have a maximum of 5 subforms.

  • A module can have a maximum of 200 subform records with each subform having a maximum of 100 records.

  • A maximum of 5 aggregate custom fields are available for a subform.

Get Subform Data

Purpose

To get the subform data in a record.

Request Details

Request URL

{api-domain}/crm/{version}/{module_api_name}/{record_id}
(or)
{api-domain}/crm/{version}/{subform_api_name}

Supported modules

Leads, Accounts, Contacts, Deals, Campaigns, Solutions, Products, Vendors, Custom, and Notes

Header

Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52

Scope

scope=ZohoCRM.modules.{module_name}.{operation_type}

Possible module names

leads, accounts, contacts, deals, campaigns, solutions, products, vendors, custom, and notes

Possible operation types

ALL - Full access to a record
READ - Get records in a module

Note
  • You can get the API name of the subform from the Fields Metadata API.

  • Refer Response Structure for more details about the JSON keys, values, and their descriptions.

Sample Request

Copiedcurl "https://www.zohoapis.com/crm/v3/Contacts/554023000000298003"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"
3.x.x
Copieddef get_subforms():
    import requests

    url = 'https://www.zohoapis.com/crm/v2/Subform_2'

    headers = {
        'Authorization': 'Zoho-oauthtoken 1000.04be928e4a96XXXXXXXXXXXXX68.0b9eXXXXXXXXXXXX60396e268',
        'If-Modified-Since': '2020-03-19T17:59:50+05:30'
    }

    parameters = {
        'ids': '3409643000002804510,3409643000002804209',
        'fields': 'Last_Name,Email',
        'page': '1',
        'per_page': '10'
    }

    response = requests.get(url=url, headers=headers, params=parameters)

    if response is not None:
        print("HTTP Status Code : " + str(response.status_code))

        print(response.json())

get_subforms()


def get_subform():
    import requests

    url = 'https://www.zohoapis.com/crm/v2/Subform_2/3409643000002804510'

    headers = {
        'Authorization': 'Zoho-oauthtoken 1000.04be928e4a96XXXXXXXXXXXXX68.0b9eXXXXXXXXXXXX60396e268',
        'If-Modified-Since': '2020-03-19T17:59:50+05:30'
    }

    parameters = {
        'fields': 'Last_Name,Email'
    }

    response = requests.get(url=url, headers=headers, params=parameters)

    if response is not None:
        print("HTTP Status Code : " + str(response.status_code))

        print(response.json())

get_subform()
Copiedresponse = invokeurl
[
	url: "https://www.zohoapis.com/crm/v3/Contacts/554023000000298003"
	type: GET
	connection:"crm_oauth_connection"
];
info response;

Possible Errors

  • INVALID_MODULEHTTP 400

    The module name given seems to be invalid
    Resolution: You have specified an invalid module name or there is no tab permission, or the module could have been removed from the available modules. Specify a valid module API name.

  • INVALID_MODULEHTTP 400

    The given module is not supported in API
    Resolution: The modules such as Documents and Projects are not supported in the current API. (This error will not be shown, once these modules are been supported). Specify a valid module API name.

  • INVALID_URL_PATTERNHTTP 404

    Please check if the URL trying to access is a correct one
    Resolution: The request URL specified is incorrect. Specify a valid request URL. Refer to request URL section above.

  • OAUTH_SCOPE_MISMATCHHTTP 401

    Unauthorized
    Resolution: Client does not have ZohoCRM.modules.{module_name}.READ scope. Create a new client with valid scope. Refer to scope section above.

  • NO_PERMISSIONHTTP 403

    Permission denied to read
    Resolution: The user does not have permission to read subform records. Contact your system administrator.

  • INTERNAL_ERRORHTTP 500

    Internal Server Error
    Resolution: Unexpected and unhandled exception in Server. Contact support team.

  • INVALID_REQUEST_METHODHTTP 400

    The http request method type is not a valid one
    Resolution: You have specified an invalid HTTP method to access the API URL. Specify a valid request method. Refer to endpoints section above.

  • AUTHORIZATION_FAILEDHTTP 400

    User does not have sufficient privilege to read subform records
    Resolution: The user does not have the permission to read subform records. Contact your system administrator.

Sample Response

Copied{
    "data": [
        {
            "Owner": {
                "name": "Patricia Boyle",
                "id": "554023000000235011"
            },
            "Email": null,
            "$currency_symbol": "Rs.",
            "Other_Phone": null,
            "Mailing_State": null,
            "Other_State": null,
            "Languages": [
                {
                    "Proficiency": "Professional",
                    "$approval": {
                        "delegate": false,
                        "approve": false,
                        "reject": false,
                        "resubmit": false
                    },
                    "$currency_symbol": "Rs.",
                    "$process_flow": false,
                    "Languages_Known": "English",
                    "Parent_Id": {
                        "name": "Last_Name1",
                        "id": "554023000000298003"
                    },
                    "$editable": true,
                    "id": "554023000000473001",
                    "$approved": true
                },
                {
                    "Proficiency": "Native",
                    "$approval": {
                        "delegate": false,
                        "approve": false,
                        "reject": false,
                        "resubmit": false
                    },
                    "$currency_symbol": "Rs.",
                    "$process_flow": false,
                    "Languages_Known": "French",
                    "Parent_Id": {
                        "name": "Last_Name1",
                        "id": "554023000000298003"
                    },
                    "$editable": true,
                    "id": "554023000000473003",
                    "$approved": true
                }
            ],
            "Date_created": "2019-03-04",
            "Other_Country": null,
            "Last_Activity_Time": "2019-04-22T11:27:23+05:30",
            "Department": null,
            "$process_flow": false,
            "Assistant": null,
            "Mailing_Country": null,
            "id": "554023000000298003",
            "$approved": true,
            "Reporting_To": null,
            "$approval": {
                "delegate": false,
                "approve": false,
                "reject": false,
                "resubmit": false
            },
            "Other_City": null,
            "Created_Time": "2019-03-04T11:51:53+05:30",
            "$editable": true,
            "No_of_Employees": null,
            "Home_Phone": null,
            "Created_By": {
                "name": "Patricia Boyle",
                "id": "554023000000235011"
            },
            "Secondary_Email": null,
            "Description": null,
            "Vendor_Name": null,
            "Mailing_Zip": null,
            "Twitter": null,
            "Other_Zip": null,
            "Mailing_Street": null,
            "Salutation": null,
            "First_Name": null,
            "Asst_Phone": null,
            "Full_Name": "Last_Name1",
            "Record_Image": null,
            "Modified_By": {
                "name": "Patricia Boyle",
                "id": "554023000000235011"
            },
            "Skype_ID": null,
            "Phone": null,
            "Account_Name": null,
            "Email_Opt_Out": false,
            "Modified_Time": "2019-04-22T11:27:23+05:30",
            "Date_of_Birth": null,
            "Mailing_City": null,
            "Title": null,
            "Other_Street": null,
            "Mobile": null,
            "Territories": [],
            "Last_Name": "Last_Name1",
            "Lead_Source": "Advertisement",
            "Tag": [],
            "Fax": null
        }
    ]
}

In this response, "Languages" is the subform in the Contacts module with two picklist fields "Languages_Known" and "Proficiency".