TDV Adapter for Zoho CRM

Build 21.0.8137

Tasks

Create, update, delete, and query information regarding tasks.

Table-Specific Information

Select

The adapter will use the Zoho CRM API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the adapter.

  • DueDate supports the '=' operator.
  • CreatedTime supports the '=' operator.
  • ModifiedTime supports the '=' operator.
  • ClosedTime supports the '=' operator.
  • Description supports the '=, LIKE' operators.

For example, the following queries are processed server side:

SELECT * FROM Tasks WHERE Id = '3152079000000153079'

SELECT * FROM Tasks WHERE Status = 'Completed'

Insert


INSERT INTO Tasks(Subject, Status) VALUES ('Finish sending emails to potential leads.', 'Created')

INSERT INTO Tasks(Subject, Status, ModuleName) VALUES ('Finish sending emails to potential leads.', 'Created', 'Contacts')

INSERT INTO Tasks(Subject, Status, ModuleName, RelatedTo_Id) VALUES ('Finish sending emails to potential leads.', 'Created', 'Contacts', '2788704000120533263')

Required fields: Subject, ModuleName if RelatedTo_Id is specified.

Any field which is not read-only (ReadOnly = false in the table below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM Tasks WHERE Id = '3152079000000153079'

Update

You must specify the Id in the WHERE clause when executing an update against this table.

UPDATE Tasks SET Status = 'In progress' WHERE Id = '3152079000000492026'

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Columns

Name Type ReadOnly Description
Id [KEY] String False

The unique identifier for this record.

TaskOwner_Id String False

The Id of the owner of the task.

TaskOwner_Name String True

The name of the owner of the task.

Subject String False

The subject of the task.

DueDate Date False

The date when this task is due.

ContactName_Id String False

The Id of the contact of the task.

ContactName_Name String True

The name of the contact of the task.

RelatedTo_Id String False

The Id of the object related to the task.

RelatedTo_Name String True

The name of the object related to the task.

Status String False

The status of the task.

Priority String False

The priority of the task.

CreatedBy_Id String False

The Id of the User who created the record.

CreatedBy_Name String True

The name of the user who created the record.

Tag String False

A list of tags related to this record.

SendNotificationEmail Bool False

Whether a notification email should be sent for this task or not.

ModifiedBy_Id String False

The Id of the User who modified the record.

ModifiedBy_Name String True

The name of the User who modified the record.

Reminder String False

When should a reminder for this task be sent at.

CreatedTime Datetime False

The time when the record was created.

ModifiedTime Datetime False

The time when the record was modified.

Repeat String False

If this task is recurring or not.

ClosedTime Datetime False

The time when this task closes.

Description String False

The description of the tax.

ModuleName String False

The name of the module this task belongs to.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
Word String

Used to search for a specific word in records.

DuplicateCheckFields String

The field/s to be used for checking in an upsert.

Converted Boolean

Set to true to return only converted records.

Approved Boolean

Set to true to return only approved records.

CustomViewId String

The custom view Id to be used for filtering this record.

Copyright (c) 2022 CData Software, Inc. - All rights reserved.
Build 21.0.8137