Excel Add-In 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, Subject) VALUES ('[email protected]', 'Medium', 'A simple test case')

Required fields: Subject.

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

RecordId Long True

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.

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Build 24.0.9060