Excel Add-In for Zoho CRM

Build 25.0.9434

Cases

Handles customer support tickets with fields for status, priority, and resolution details; supports full CRUD operations.

Table-Specific Information

The Cases table is only accessible when connected to a ZohoCRM Enterprise Edition account. If using a different edition, this table may not be available.

Select

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

Insert

The following example demonstrates a basic insert operation: 

-- Insert a new case with an email address, a medium priority, and a short description
INSERT INTO Cases (Email, Priority, Description) VALUES ('[email protected]', 'Medium', 'A simple test case')

Required fields: While no fields are strictly required, it is common to include fields such as Email, Priority, and Description when inserting new records.

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

Delete

You must specify the Id column in the WHERE clause to delete a record. The following example demonstrates a delete operation: 

-- Delete a case by its unique ID
DELETE FROM Cases WHERE Id = '3152079000000153079'

Update

You must specify the Id column in the WHERE clause to update a record. The following example demonstrates an update operation: 

-- Update the priority field for a specific case using its ID
UPDATE Cases SET Priority = 'Low' WHERE Id = '3152079000000473022'

Required fields: Id is required. The update must target a specific record.

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

Columns

Name Type ReadOnly Description
Id [KEY] String True

Unique identifier for the support case.

CaseReason String False

Reason or cause associated with the case.

CaseNumber String True

System-generated number assigned to the case.

CaseOwner_Id String False

Identifier of the user responsible for managing the case.

CaseOwner_FirstName String True

First name of the user who owns the case.

CaseOwner_LastName String True

Last name of the user who owns the case.

CaseOwner_Email String True

Email address of the user who owns the case.

CaseOwner_Name String True

Full name of the user who owns the case.

Status String False

Current status of the case, such as open, closed, or in progress.

ProductName_Id String False

Identifier of the product associated with the case.

ProductName_Name String True

Name of the product associated with the case.

Priority String False

Level of urgency assigned to the case, such as high, medium, or low.

Type String False

Classification of the case, such as question, issue, or request.

CaseOrigin String False

Source from which the case originated, such as email, phone, or portal.

Subject String False

Brief subject or title describing the case.

RelatedTo_Id String False

Identifier of the related entity, such as a contact or lead.

RelatedTo_Name String True

Name of the related entity.

AccountName_Id String False

Identifier of the account associated with the case.

AccountName_Name String True

Name of the account associated with the case.

DealName_Id String False

Identifier of the deal related to the case.

DealName_Name String True

Name of the deal related to the case.

No.ofcomments Int True

Number of comments associated with the case.

ReportedBy String False

Name of the individual who reported the case.

Email String False

Email address used to report the case.

Phone String False

Phone number used to report the case.

CreatedBy_Id String False

Identifier of the user who created the case record.

CreatedBy_FirstName String True

First name of the user who created the case record.

CreatedBy_LastName String True

Last name of the user who created the case record.

CreatedBy_Email String True

Email address of the user who created the case record.

CreatedBy_Name String True

Full name of the user who created the case record.

ModifiedBy_Id String False

Identifier of the user who last modified the case record.

ModifiedBy_FirstName String True

First name of the user who last modified the case record.

ModifiedBy_LastName String True

Last name of the user who last modified the case record.

ModifiedBy_Email String True

Email address of the user who last modified the case record.

ModifiedBy_Name String True

Full name of the user who last modified the case record.

CreatedTime Datetime False

Date and time when the case record was created.

ModifiedTime Datetime False

Date and time when the case record was last updated.

Tag String False

Tag associated with the case, used for filtering or categorization.

Description String False

Detailed description of the case.

InternalComments String False

Internal-only comments about the case, not visible to the customer.

Solution String False

Proposed or applied solution to resolve the case.

AddComment String False

Comment added to the case during follow-up or resolution.

Comments String True

All comments recorded for the case.

Locked Bool True

Indicates whether the case record is locked from further modifications.

LastActivityTime Datetime False

Timestamp of the most recent activity on the 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

Field or fields used to identify duplicate case records during upsert. The REST API allows multiple fields, while the BULK API supports only one.

Trigger String

Flag to determine whether to execute automation rules during record insertion.

CustomViewId Long

Identifier of the custom view used to filter the record when the useCOQL parameter is set to false.

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Build 25.0.9434