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Validate before Transferring
Purpose
To validate whether or not the user has open records(records with open cases, tasks, calls, or meetings) in a territory before transferring them to a user in another territory.
Request Details
Request URL
To validate the records from all territories of a user: {api-domain}/crm/{version}/users/{id}/territories/actions/validate_before_transfer
To validate the records from a specific territory of a user: {api-domain}/crm/{version}/users/{id}/territories/{territory_id}/actions/validate_before_transfer
Header
Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52
Scope
scope=ZohoCRM.users.{operation_type}
(or)
scope=ZohoCRM.settings.territories.{operation_type}
Possible operation types
ALL - Full access to the record
READ - Get records from the module
Sample Request
Copiedcurl "https://www.zohoapis.com/crm/v5/users/3652397000000186017/territories/actions/validate_before_transfer"
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"
-X GET
Response JSON Keys
- recordsboolean
Represents whether the user has open records in that territory.
- idstring
Represents the unique ID of the territory.
- namestring
Represents the name of the territory.
Sample Response
Copied{
"validate_before_transfer": [
{
"records": false,
"id": "3652397000000715341",
"Name": "USA"
},
{
"records": false,
"id": "3652397000007612003",
"Name": "Texas"
},
{
"records": true,
"id": "3652397000007612015",
"Name": "Washington"
},
{
"records": false,
"id": "3652397000007622003",
"Name": "New York"
}
]
}Show full
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