Update Related Records

Purpose

To update the relation between the records.

Request Details

Request URL

{api-domain}/crm/v2/{module_api_name}/{record_id}/{related_list_api_name}/{related_record_id}

Supported relations

Campaigns - to - Leads, Contacts
Products - to - Leads, Accounts,
Contacts, Potentials, Price Books

Header

Authorization: Zoho-oauthtoken 100xx.d92d4xxxxxxxxxxxxx15f52

Scope

scope=ZohoCRM.modules.ALL
(or)
scope=ZohoCRM.modules.{module_name}.{operation_type}

Possible module names

leads, deals, contacts, accounts, products, campaigns, and pricebooks

Possible operation types

ALL - Full access to records
WRITE - Edit related records
UPDATE - Update related records

Sample Request: To add the relation between a Lead and Campaigns

Copiedcurl "https://zylkercorp.zohoplatform.com/crm/v2/Leads/3652397000001829002/Campaigns"
-X PUT
-d @updaterelatedlead.json
-H "Authorization: Zoho-oauthtoken 100xx.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"
1.0.0ES6
Copied//Get instance of RelatedRecordsOperations Class that takes moduleAPIName, recordId and relatedListAPIName as parameter
let relatedRecordsOperations = new ZCRM.RelatedRecord.Operations(relatedListAPIName, recordId, moduleAPIName);
//Get instance of BodyWrapper Class that will contain the request body
let request = new ZCRM.RelatedRecord.Model.BodyWrapper();
//Array to hold Record instances
let recordsArray = [];
//Get instance of Record Class
let record1 = new ZCRM.Record.Model.Record();
/*
 * Call addKeyValue method that takes two arguments
 * 1 -> A string that is the Field's API Name
 * 2 -> Value
 */
record1.addKeyValue("id", 34770615917011n);
record1.addKeyValue("list_price", 50.56);
//Add Record instance to the array
recordsArray.push(record1);
let record2 = new ZCRM.Record.Model.Record();
/*
 * Call addKeyValue method that takes two arguments
 * 1 -> A string that is the Field's API Name
 * 2 -> Value
 */
record2.addKeyValue("id", 34096432414001n);
record2.addKeyValue("list_price", 100.56);
//Add Record instance to the array
recordsArray.push(record2);
//Set the array to Records in BodyWrapper instance
request.setData(recordsArray);
//Call updateRelatedRecords method that takes BodyWrapper instance
let response = await relatedRecordsOperations.updateRelatedRecords(request);





//Get instance of RelatedRecordsOperations Class that takes moduleAPIName, recordId and relatedListAPIName as parameter
let relatedRecordsOperations = new ZCRM.RelatedRecord.Operations(relatedListAPIName, recordId, moduleAPIName);
//Get instance of BodyWrapper Class that will contain the request body
let request = new ZCRM.RelatedRecord.Model.BodyWrapper();
//Array to hold Record instances
let recordsArray = [];
//Get instance of Record class
let record1 = new ZCRM.Record.Model.Record();
/*
 * Call addKeyValue method that takes two arguments
 * 1 -> A string that is the Field's API Name
 * 2 -> Value
 */
record1.addKeyValue("list_price", 50.56);
//Add the record to array
recordsArray.push(record1);
//Set the array to data of BodyWrapper instance
request.setData(recordsArray);
//Call updateRelatedRecord method that takes BodyWrapper instance, relatedRecordId as parameter.
let response = await relatedRecordsOperations.updateRelatedRecord(relatedListId, request);
Copiedvar listener = 0;
class UpdateRelatedRecords {

	async updateListofRelatedRecords() {
		var url = "https://zylkercorp.zohoplatform.com/crm/v2/Leads/3524036189014/notes"
        var parameters = new Map()
        var headers = new Map()
        var token = {
            clientId:"1000.NPY9M1V0XXXXXXXXXXXXXXXXXXXF7H",
            redirectUrl:"http://127.0.0.1:5500/redirect.html",
            scope:"ZohoCRM.users.ALL,ZohoCRM.bulk.read,ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,Aaaserver.profile.Read,ZohoCRM.org.ALL,profile.userphoto.READ,ZohoFiles.files.ALL,ZohoCRM.bulk.ALL,ZohoCRM.settings.variable_groups.ALL"
        }
        var accesstoken = await new UpdateRelatedRecords().getToken(token)
        headers.set("Authorization", "Zoho-oauthtoken " + accesstoken)
        var requestMethod = "PUT"
        var reqBody = {"data":[{"Parent_Id":{"name":"Lead_changed","id":"35240336189014"},"id":"35240336243003","Note_Title":"asd","Note_Content":"asd","$se_module":"Leads"}]}
        var params = "";
        parameters.forEach(function(value, key) {
            if (parameters.has(key)) {
                if (params) {
                    params = params + key + '=' + value + '&';
                }
                else {
                    params = key + '=' + value + '&';
                }
            }
        });
        var apiHeaders = {};
        if(headers) {
            headers.forEach(function(value, key) {
                apiHeaders[key] = value;
            });
        }
        if (params.length > 0){
            url = url + '?' + params.substring(0, params.length - 1);
        }
        var requestObj = {
            uri : url,
            method : requestMethod,
            headers : apiHeaders,
            body : JSON.stringify(reqBody),
            encoding: "utf8",
            allowGetBody : true,
			throwHttpErrors : false
        };
        var result = await new UpdateRelatedRecords().makeAPICall(requestObj);
        console.log(result.status)
        console.log(result.response)
    }

	async updateRelatedRecord()	{
		var url = "https://zylkercorp.zohoplatform.com/crm/v2/Leads/35240336189014/notes/35240336243003"
        var parameters = new Map()
        var headers = new Map()
        var token = {
            clientId:"1000.NPY9M1V0XXXXXXXXXXXXXXXXXXXF7H",
            redirectUrl:"http://127.0.0.1:5500/redirect.html",
            scope:"ZohoCRM.users.ALL,ZohoCRM.bulk.read,ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,Aaaserver.profile.Read,ZohoCRM.org.ALL,profile.userphoto.READ,ZohoFiles.files.ALL,ZohoCRM.bulk.ALL,ZohoCRM.settings.variable_groups.ALL"
        }
        var accesstoken = await new UpdateRelatedRecords().getToken(token)
        headers.set("Authorization", "Zoho-oauthtoken " + accesstoken)
        var requestMethod = "PUT"
        var reqBody = {"data":[{"Parent_Id":{"name":"Lead_changed","id":"35240336189014"},"Note_Title":"asd","Note_Content":"asd","$se_module":"Leads"}]}
        var params = "";
        parameters.forEach(function(value, key) {
            if (parameters.has(key)) {
                if (params) {
                    params = params + key + '=' + value + '&';
                }
                else {
                    params = key + '=' + value + '&';
                }
            }
        });
        var apiHeaders = {};
        if(headers) {
            headers.forEach(function(value, key) {
                apiHeaders[key] = value;
            });
        }
        if (params.length > 0){
            url = url + '?' + params.substring(0, params.length - 1);
        }
        var requestObj = {
            uri : url,
            method : requestMethod,
            headers : apiHeaders,
            body : JSON.stringify(reqBody),
            encoding: "utf8",
            allowGetBody : true,
			throwHttpErrors : false
        };
        var result = await new UpdateRelatedRecords().makeAPICall(requestObj);
        console.log(result.status)
        console.log(result.response)
	}

    async getToken(token) {

        if(listener == 0) {

            window.addEventListener("storage", function(reponse) {
                if(reponse.key === "access_token" && (reponse.oldValue != reponse.newValue || reponse.oldValue == null)){
                    location.reload();
                }
                if(reponse.key === "access_token"){

                    sessionStorage.removeItem("__auth_process");
                }
            }, false);
            listener = 1;
            if(sessionStorage.getItem("__auth_process")) {
                sessionStorage.removeItem("__auth_process");
            }
        }
        ["granted_for_session", "access_token","expires_in","expires_in_sec","location","api_domain","state","__token_init","__auth_process"].forEach(function (k) {
            var isKeyExists = localStorage.hasOwnProperty(k);
            if(isKeyExists) {
                sessionStorage.setItem(k, localStorage[k]);
            }
            localStorage.removeItem(k);
        });
        var valueInStore = sessionStorage.getItem("access_token");
        var tokenInit = sessionStorage.getItem("__token_init");
        if(tokenInit != null && valueInStore != null && Date.now() >= parseInt(tokenInit) + 59 * 60 * 1000){ // check after 59th minute
            valueInStore = null;
            sessionStorage.removeItem("access_token");
        }

        var auth_process = sessionStorage.getItem("__auth_process");
        if ((valueInStore == null && auth_process == null) || (valueInStore == 'undefined' && (auth_process == null || auth_process == "true"))) {
            var accountsUrl = "https://zylkercorp.zohoplatform.com/oauth/v2/auth"
            var clientId;
            var scope;
            var redirectUrl;
            if(token != null) {
                clientId = token.clientId;
                scope = token.scope;
                redirectUrl = token.redirectUrl;
            }

            var fullGrant = sessionStorage.getItem("full_grant");
            var grantedForSession = sessionStorage.getItem("granted_for_session");
            if(sessionStorage.getItem("__token_init") != null && ((fullGrant != null && "true" == full_grant) || (grantedForSession != null && "true" == grantedForSession))) {
                accountsUrl += '/refresh';
            }
            if (clientId && scope) {
                sessionStorage.setItem("__token_init", Date.now());
                sessionStorage.removeItem("access_token");
                sessionStorage.setItem("__auth_process", "true");
                window.open(accountsUrl + "?" + "scope" + "=" + scope + "&"+ "client_id" +"=" + clientId + "&response_type=token&state=zohocrmclient&redirect_uri=" + redirectUrl);
                ["granted_for_session", "access_token","expires_in","expires_in_sec","location","api_domain","state","__token_init","__auth_process"].forEach(function (k) {
                    var isKeyExists = localStorage.hasOwnProperty(k);
                    if(isKeyExists){
                        sessionStorage.setItem(k, localStorage[k]);
                    }
                    localStorage.removeItem(k);
                });
                valueInStore = sessionStorage.getItem("access_token");
            }
        }
        if(token != null && valueInStore != 'undefined'){
            token.accessToken = valueInStore;
        }
        return token.accessToken;
    }

    async makeAPICall(requestDetails) {
        return new Promise(function (resolve, reject) {
            var body, xhr, i;
            body = requestDetails.body || null;
            xhr = new XMLHttpRequest();
            xhr.withCredentials = true;
            xhr.open(requestDetails.method, requestDetails.uri, true);
            for (i in requestDetails.headers) {
                xhr.setRequestHeader(i, requestDetails.headers[i]);
            }
            xhr.send(body);
            xhr.onreadystatechange = function() {
                if(xhr.readyState == 4) {
                    resolve(xhr);
                }
            }
        })
    }
}
CopiedSyntax:
zoho.crm.updateRelatedRecord(<module String>,<recordID Long>,<parentModuleName String>,<parentRecordId Long>,<dataMap Map>,<connectionName String>,<userAccess Boolean>);
mandatory : module,recordID,parentModuleName,parentRecordId,dataMap

Sample Request:
resp = zoho.crm.updateRelatedRecord("Related_List_Name_2","7000000037119","Leads","7000000037002", Map());

In this request, campaigns with IDs 3652397000000327001 and 3652397000001854001 get associated with the lead with the ID 3652397000001829002.

In the request, "@updaterelatedlead.json" contains the sample input data.

Request JSON keys

  • idstring, mandatory

    Specify the unique ID of the related record that you want to associate. Refer to Get Records API to get the unique ID of the records.

Note
  • It is mandatory to send the sample data while adding relation between other modules.

  • To relate multiple records of a module to the parent module, you must pass individual JSON objects for each related record as shown in the example.

  • You can update a maximum of 100 related records per API call.

Sample Input

Copied{
	"data":[
		{
			"id":"3652397000000327001",
			"Member_Status":"Active"
		
		},
		{
			"id":"3652397000001854001",
			"Member_Status":"Planning"
		
		}]
}

Possible Errors

  • INVALID_MODULEHTTP 400

    The module name given seems to be invalid
    Resolution: You have specified an invalid module name or there is no tab permission, or the module could have been removed from the available modules. Specify a valid module API name.

  • INVALID_MODULEHTTP 400

    The given module is not supported in API
    Resolution: The modules such as Documents and Projects are not supported in the current API. (This error will not be shown, once these modules are been supported). Specify a valid module API name.

  • INVALID_URL_PATTERNHTTP 404

    Please check if the URL trying to access is a correct one
    Resolution: The request URL specified is incorrect. Specify a valid request URL. Refer to request URL section above.

  • OAUTH_SCOPE_MISMATCHHTTP 401

    Unauthorized
    Resolution: Client does not have ZohoCRM.modules.{module_name}.UPDATE scope. Create a new client with valid scope. Refer to scope section above.

  • NO_PERMISSIONHTTP 403

    Permission denied to update records
    Resolution: The user does not have permission to update related records data. Contact your system administrator.

  • INTERNAL_ERRORHTTP 500

    Internal Server Error
    Resolution: Unexpected and unhandled exception in Server. Contact support team.

  • INVALID_REQUEST_METHODHTTP 400

    The http request method type is not a valid one
    Resolution: You have specified an invalid HTTP method to access the API URL. Specify a valid request method. Refer to endpoints section above.

  • AUTHORIZATION_FAILEDHTTP 400

    User does not have sufficient privilege to update related records data
    Resolution: The user does not have the permission to update related records data. Contact your system administrator.

  • INVALID_DATAHTTP 400

    the related id given seems to be invalid
    Resolution: You have specified an incorrect related record ID. Please specify a valid record ID. Refer to Get Related Records API to get valid record IDs.

  • INVALID_DATAHTTP 202

    invalid data
    Resolution: The input specified is incorrect. Specify a valid input

  • MANDATORY_NOT_FOUNDHTTP 202

    required field not found
    Resolution: You have not specified one or more mandatory fields in the input. Refer to Fields Metadata API to know the mandatory fields.

Sample Response

Copied{
    "data": [
        {
            "code": "SUCCESS",
            "details": {
                "id": "3652397000000327001"
            },
            "message": "relation added",
            "status": "success"
        },
        {
            "code": "SUCCESS",
            "details": {
                "id": "3652397000001854001"
            },
            "message": "relation added",
            "status": "success"
        }
    ]
}