Tableau Connector for Zoho CRM

Build 24.0.9060

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

CaseOwner_Id String False

CaseOwner_Name String False

CaseNumber String True

Status String False

ProductName_Id String False

ProductName_Name String False

Priority String False

Type String False

CaseReason String False

CaseOrigin String False

Subject String False

RelatedTo_Id String False

RelatedTo_Name String False

No.ofcomments Int True

AccountName_Id String False

AccountName_Name String False

ReportedBy String False

DealName_Id String False

DealName_Name String False

Email String False

Tag String False

Phone String False

CreatedBy_Id String False

CreatedBy_Name String False

ModifiedBy_Id String False

ModifiedBy_Name String False

CreatedTime Datetime False

ModifiedTime Datetime False

Locked Bool True

Description String False

InternalComments String False

Solution String False

AddComment String False

Comments String True

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
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.

Trigger String

To trigger the rule while inserting record into CRM account.

Copyright (c) 2024 CData Software, Inc. - All rights reserved.
Build 24.0.9060