Pipeline

To fetch the details of all or a specific pipeline in the Deals module. It works only with ApiVersion=2.1.

Table-Specific Information

Select

The add-in will use the Zoho CRM API to process WHERE clause conditions built with the following column and operator.

For example, the following queries are processed server side:

SELECT * FROM Pipeline WHERE Id = '228122000000223002' AND LayoutId = '228122000000000173'

SELECT * FROM Pipeline WHERE  LayoutId = '228122000000000173'

Insert

The maps values can be obtained by using the Fields view.

Insert Into Pipeline (LayoutId,DisplayValue,default,maps) VALUES ('4917206000000318488','Test_pipee11','true','[\n" +
            "        {\n" +
            "          \"display_value\": \"Qualification\",\n" +
            "          \"sequence_number\": \"2\",\n" +
            "          \"id\": \"4917206000000006801\"\n" +
            "        },\n" +
            "        {\n" +
            "          \"display_value\": \"Needs Analysis\",\n" +
            "          \"sequence_number\": \"1\",\n" +
            "          \"id\": \"4917206000000006803\"\n" +
            "        }\n" +
            "      ]')

Required fields: LayoutId, DisplayValue, Default and maps.

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

Update

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

UPDATE Pipeline Set DisplayValue = 'Pipeline_test12', default = 'false' WHERE Id = '4917206000000357004' AND LayoutId = '4917206000000318488' ")

Required fields: Id,LayoutId.

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

Delete

The users can use the TransferAndDeltePipeline stored procedure to delete the pipeline.

Columns


Name	Type	ReadOnly	Description
Id [KEY]	String	False	A unique numeric identifier for the profile.
DisplayValue	String	False	The name of the pipeline.
Default	Boolean	False	The default value of the pipeline.
ActualValue	String	False	The actual name of the pipeline.
Maps	String	False	The different stages that a deal has to pass through in the sales pipeline.
LayoutId [KEY]	String	False	The unique ID of the layout in the Deals module you want to fetch the pipeline's details from.