Update Subform Data
Purpose
To update a record with subforms in a module.
Endpoints
Request Details
Request URL
{api-domain}/crm/v2/{module_api_name}
Supported modules
Leads, Accounts, Contacts, Deals, Campaigns, Solutions, Products, Vendors, Custom, and Notes
Header
Authorization: Zoho-oauthtoken100xx.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
WRITE - Edit records in a module
UPDATE - Update records in a module
Sample Request
Copiedcurl "https://zylkercorp.zohoplatform.com/crm/v2/Contacts"
-X PUT
-d "@updatecontact.json"
-H "Authorization: Zoho-oauthtoken 100xx.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"
Copiedvar listener = 0;
class UpdateSubformData {
async updateSubform() {
var url = "https://zylkercorp.zohoplatform.com/crm/v2/Subform_1"
var parameters = new Map()
var headers = new Map()
var token = {
clientId:"1000.NPY9M1V0XXXXXXXXXXXXXXXXXXXF7H",
redirectUrl:"http://127.0.0.1:5500/redirect.html",
scope:"ZohoCRM.users.ALL,ZohoCRM.bulk.read,ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,Aaaserver.profile.Read,ZohoCRM.org.ALL,profile.userphoto.READ,ZohoFiles.files.ALL,ZohoCRM.bulk.ALL,ZohoCRM.settings.variable_groups.ALL"
}
var accesstoken = await new UpdateSubformData().getToken(token)
headers.set("Authorization", "Zoho-oauthtoken " + accesstoken)
var requestMethod = "PUT"
var reqBody = {"data":[
{
"FieldAPIName": "FieldAPIValue"
}
]}
var params = "";
parameters.forEach(function(value, key) {
if (parameters.has(key)) {
if (params) {
params = params + key + '=' + value + '&';
}
else {
params = key + '=' + value + '&';
}
}
});
var apiHeaders = {};
if(headers) {
headers.forEach(function(value, key) {
apiHeaders[key] = value;
});
}
if (params.length > 0){
url = url + '?' + params.substring(0, params.length - 1);
}
var requestObj = {
uri : url,
method : requestMethod,
headers : apiHeaders,
body : JSON.stringify(reqBody),
encoding: "utf8",
allowGetBody : true,
throwHttpErrors : false
};
var result = await new UpdateSubformData().makeAPICall(requestObj);
console.log(result.status)
console.log(result.response)
}
async getToken(token) {
if(listener == 0) {
window.addEventListener("storage", function(reponse) {
if(reponse.key === "access_token" && (reponse.oldValue != reponse.newValue || reponse.oldValue == null)){
location.reload();
}
if(reponse.key === "access_token"){
sessionStorage.removeItem("__auth_process");
}
}, false);
listener = 1;
if(sessionStorage.getItem("__auth_process")) {
sessionStorage.removeItem("__auth_process");
}
}
["granted_for_session", "access_token","expires_in","expires_in_sec","location","api_domain","state","__token_init","__auth_process"].forEach(function (k) {
var isKeyExists = localStorage.hasOwnProperty(k);
if(isKeyExists) {
sessionStorage.setItem(k, localStorage[k]);
}
localStorage.removeItem(k);
});
var valueInStore = sessionStorage.getItem("access_token");
var tokenInit = sessionStorage.getItem("__token_init");
if(tokenInit != null && valueInStore != null && Date.now() >= parseInt(tokenInit) + 59 * 60 * 1000){ // check after 59th minute
valueInStore = null;
sessionStorage.removeItem("access_token");
}
var auth_process = sessionStorage.getItem("__auth_process");
if ((valueInStore == null && auth_process == null) || (valueInStore == 'undefined' && (auth_process == null || auth_process == "true"))) {
var accountsUrl = "https://zylkercorp.zohoplatform.com/oauth/v2/auth"
var clientId;
var scope;
var redirectUrl;
if(token != null) {
clientId = token.clientId;
scope = token.scope;
redirectUrl = token.redirectUrl;
}
var fullGrant = sessionStorage.getItem("full_grant");
var grantedForSession = sessionStorage.getItem("granted_for_session");
if(sessionStorage.getItem("__token_init") != null && ((fullGrant != null && "true" == full_grant) || (grantedForSession != null && "true" == grantedForSession))) {
accountsUrl += '/refresh';
}
if (clientId && scope) {
sessionStorage.setItem("__token_init", Date.now());
sessionStorage.removeItem("access_token");
sessionStorage.setItem("__auth_process", "true");
window.open(accountsUrl + "?" + "scope" + "=" + scope + "&"+ "client_id" +"=" + clientId + "&response_type=token&state=zohocrmclient&redirect_uri=" + redirectUrl);
["granted_for_session", "access_token","expires_in","expires_in_sec","location","api_domain","state","__token_init","__auth_process"].forEach(function (k) {
var isKeyExists = localStorage.hasOwnProperty(k);
if(isKeyExists){
sessionStorage.setItem(k, localStorage[k]);
}
localStorage.removeItem(k);
});
valueInStore = sessionStorage.getItem("access_token");
}
}
if(token != null && valueInStore != 'undefined'){
token.accessToken = valueInStore;
}
return token.accessToken;
}
async makeAPICall(requestDetails) {
return new Promise(function (resolve, reject) {
var body, xhr, i;
body = requestDetails.body || null;
xhr = new XMLHttpRequest();
xhr.withCredentials = true;
xhr.open(requestDetails.method, requestDetails.uri, true);
for (i in requestDetails.headers) {
xhr.setRequestHeader(i, requestDetails.headers[i]);
}
xhr.send(body);
xhr.onreadystatechange = function() {
if(xhr.readyState == 4) {
resolve(xhr);
}
}
})
}
}
Copieddata1 = Map();
data1.put("id", "692969000000983046");
data1.put("Languages", [{"id":"692969000000983047"},{"id":"692969000000983048","Proficiency":"Native","Languages_Known":"Korean"}]);
dataList = List();
dataList.add(data1);
param = Map();
param.put("data", dataList);
response = invokeurl
[
url: "https://zylkercorp.zohoplatform.com/crm/v2/Leads"
type: PUT
parameters: param.toString()
connection:"crm_oauth_connection"
];
info response;
In the request, @updatecontact.json contains the sample input data.
To update multiple subforms, enter the input in the following format.
{
“data”: [
{
....
Subform_1: [
{
sub_form_data
},
],
...
},
{
....
Subform_2: [
{
sub_form_data
},
],
...
}
]
}The "ID" of the record (Ex: Lead ID) must be specified in the input.
The "ID" of the subform records must be specified.
Assuming that there are 3 rows(records) in a subform, if the subform is updated with a new record, the IDs of the other three subform records have to be mentioned. The record without the ID will get deleted. For example, if a subform is updated with a new record along with records 1,3 then it will delete record 2 and create a new record (suppose with Id 4). Therefore, the current subform records are 1, 3 and 4.
Updation of subform records without any JSON objects deletes the subform information within the record. Ex: " subform_1:[] "
Whenever a record is deleted, all the subform details within the parent record will also get deleted.
You must use only Field API names in the input. You can obtain the field API names from:
Fields metadata API (the value for the key “api_name” for every field). (Or)
Setup > Developer Space > APIs > API Names > {{Module}}. Choose “Fields” from the “Filter By” drop-down.
Sample Input
Copied{
"data": [
{
"id": "554023000000480721",//contact id
"Languages": [
{
"id": "554023000000480722"//id of the subform record that does not need any update
},
{
"id":"554023000000480787",//id of the subform record
"Proficiency": "Native",//data to be updated
"Languages_Known": "French"//data to be updated
}
],
"Availability": [
{
"id": "554023000000480728"//id of the subform record that does not need any update
},
{
"id": "554023000000480728",//id of the subform record
"Weekdays": false//data to be updated
}
]
}
]
}
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}.UPDATE scope. Create a new client with valid scope. Refer to scope section above. - NO_PERMISSIONHTTP 403
Permission denied to update records
Resolution: The user does not have permission to update 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 update subform records
Resolution: The user does not have the permission to update subform records. Contact your system administrator. - INVALID_DATAHTTP 202
the id given seems to be invalid
Resolution: You have specified an incorrect record ID. Please specify a valid record ID. Refer to Get Records API to get valid record IDs. - MANDATORY_NOT_FOUNDHTTP 202
required field not found
Resolution: You have not specified one or more mandatory fields in the input. Refer to Fields Metadata API to know the mandatory fields.
Sample Response
Copied{
"data": [
{
"code": "SUCCESS",
"details": {
"Modified_Time": "2019-04-23T17:31:02+05:30",
"Modified_By": {
"name": "Patricia Boyle",
"id": "554023000000235011"
},
"Created_Time": "2019-04-23T16:57:01+05:30",
"id": "554023000000480721",
"Created_By": {
"name": "Patricia Boyle",
"id": "554023000000235011"
}
},
"message": "record updated",
"status": "success"
}
]
}