Tableau Connector for Zoho CRM

Build 25.0.9434

Cases

Tracks customer service tickets or support requests, including case creation, updates, and resolution status.

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 case record.

CaseReason String False

Reason the case was created, such as inquiry, complaint, or product issue.

CaseNumber String True

System-generated number used to track the case.

CaseOwner_Id String False

Identifier of the user assigned to handle 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 related to the case.

ProductName_Name String True

Name of the product associated with the case.

Priority String False

Priority level of the case, such as high, medium, or low.

Type String False

Category or classification of the case.

CaseOrigin String False

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

Subject String False

Subject line or title that summarizes the case.

RelatedTo_Id String False

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

RelatedTo_Name String True

Name of the record from the related module.

AccountName_Id String False

Identifier of the account associated with the case.

AccountName_Name String True

Name of the account linked to the case.

DealName_Id String False

Identifier of the deal associated with the case.

DealName_Name String True

Name of the deal linked to the case.

No.ofcomments Int True

Total number of comments added to the case.

ReportedBy String False

Name of the person who reported the case.

Email String False

Email address provided by the person who reported the case.

Phone String False

Phone number provided by the person who reported 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

Timestamp indicating when the case record was created.

ModifiedTime Datetime False

Timestamp indicating when the case record was last modified.

Tag String False

Comma-separated list of tags associated with the case.

Description String False

Detailed description of the issue reported in the case.

InternalComments String False

Internal comments for staff use only, not visible to customers.

Solution String False

Solution provided or action taken to resolve the case.

AddComment String False

Additional comment to append to the case record.

Comments String True

Public comments associated with the case, viewable by the customer.

Locked Bool True

Indicates whether the case record is locked from editing.

LastActivityTime Datetime False

Timestamp of the most recent activity related to the case.

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

Field or fields used to identify duplicate records during an upsert. Multiple fields are allowed in the REST API, but only one field is allowed in the BULK API.

Trigger String

Specifies whether to trigger workflows or automation rules when inserting the record.

CustomViewId Long

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

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Build 25.0.9434