Tableau Connector for Zoho CRM

Build 24.0.9060

CustomFieldHistoryTracking

Query information regarding histories for a particular custom field.

Table-Specific Information

Select

The connector uses 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 connector.

  • ModuleName supports the '=' operator.
  • EntityId supports the '=' operator.
  • FieldName supports the '=' operator.
  • HistoryName supports the '=' operator.

All columns used in the criteria are required. Use FieldName to specify the actual name of the tracked custom field and HistoryName to specify the name of the history tracking section. If you want to retrieve data for a specific entity of a module specify EntityId in the criteria. For example, the following query is processed server side:

SELECT * FROM [CustomFieldHistoryTracking] WHERE ModuleName = 'Leads' AND FieldName = 'pickListField' AND HistoryName = 'Pick List 1'

SELECT * FROM [CustomFieldHistoryTracking] WHERE ModuleName = 'Leads' AND FieldName = 'pickListField' AND HistoryName = 'Pick List 1' AND EntityId = '12345665'

Columns

Name Type Description
Id [KEY] String A unique numeric identifier for the history.
ModuleName String A unique numeric identifier for the module instance this custom field tracking belongs to.
EntityId String A unique numeric identifier for the module instance this custom field tracking belongs to.
FieldName String The name of the custom field.
HistoryName String The name of the custom field tracking history.
FieldValue String The value of the custom field.
DurationDays Integer The duration of this stage.
ModifiedAt Datetime The time this historical value was last modified.
ModifiedById String The id of the user who modified the value.
ModifiedByName String The name of the user who modified the value.
CurrencySymbol String The currency symbol for the value.
ProcessFlow Boolean The boolean indicating the process flow for this historical value.
Editable Boolean The boolean indicating if this historical value can be edited.
Approved Boolean The boolean indicating if this historical value has been approved.

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Build 24.0.9060