Excel Add-In for Zoho CRM

Build 24.0.9062

Cases

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

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.

Insert


INSERT INTO Cases (Email, Priority, Description) VALUES ('[email protected]', 'Medium', 'A simple test case')

Required fields: None.

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 Cases WHERE Id = '3152079000000153079'

Update

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

UPDATE Cases SET Priority = 'Low' WHERE Id = '3152079000000473022'

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.

CaseOwner_Id String False

The Id of the owner of the case.

CaseOwner_FirstName String False

The First Name of the owner of the case.

CaseOwner_LastName String False

The Last Name of the owner of the case.

CaseNumber String False

The number of the case.

Status String False

The status of the case.

ProductName_Id String False

The Id of the product concerning this case.

Priority String False

The priority of the case.

Type String False

The type of the case.

CaseReason String False

The reason this case was opened.

CaseOrigin String False

The origin of this case.

Subject String False

The subject of the case.

RelatedTo_Id String False

The Id to what this case is related to.

No_ofcomments Int True

The number of comments in this case.

AccountName_Id String False

The Id of the account of this case.

ReportedBy String False

By whom this case was reported.

DealName_Id String False

The Id of the deal this case concerns.

Email String False

The email of the person opening this case.

Tag String False

The tags concerning this case.

Phone String False

The phone of the person opening this case.

CreatedBy_Id String False

The Id of the User who created the record.

ModifiedBy_Id String False

The Id of the User who modified the record.

ModifiedBy_FirstName String False

The First Name of the User who modified the record.

ModifiedBy_LastName String False

The Last Name of the User who modified the record.

CreatedTime Datetime False

The time when the record was created.

ModifiedTime Datetime False

The time when the record was modified.

Description String False

The description of this case.

InternalComments String False

The internal comments of this case.

Solution String False

The solution of this case.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

Name Type Description
DuplicateCheckFields String

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

CustomViewId Long

The custom view Id to be used for filtering this record. Will work when useCOQL=false.

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Build 24.0.9062