字段元数据
目的
获取指定模块的字段元数据，包括Zoho CRM账户中的标准模块，自定义模块，子表单模块和链接模块。显示的字段来自模块的所有布局。响应不包含特定于布局的字段，如必填字段或下拉列表值。
端点
- GET /settings/fields?module={module_API_name}
- GET /settings/fields/{field_unique_ID}?module={module_API_name}
- {module_API_name} : 您想要检索其字段元数据的模块的API名称。
- {field_unique_ID} : 您想获取的字段的唯一ID。
请求详情
请求URL
{api-domain}/crm/{version}/settings/fields
标题
授权：Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52
范围
ZohoCRM.settings.fields.READ (或)
ZohoCRM.settings.fields.ALL (或)
ZohoCRM.settings.ALL
参数
- 模块字符串，必填
此参数指定您要检索字段元数据的模块的API名称。使用GET - 模块元数据API来检索所有可用的模块API名称。
支持的模块：潜在客户，账户，联系人，交易，活动，任务，案例，事件，呼叫，解决方案，产品，供应商，价格书，报价，销售订单，采购订单，发票，自定义，预约，和服务。
- 类型字符串，可选
表示是否只获取模块中的未使用字段或两者已使用和未使用的字段。默认情况下，系统获取所有已使用的字段。
可能的值：
- 全部： 获取模块中的已使用和未使用的字段。
- 未使用： 获取模块中所有未使用的字段。
- include字符串，可选
它指定是否在响应中包含allowed_permissions JSON对象。
可能的值：
allowed_permissions_to_update : 它代表了字段默认权限启用的详细信息。它在响应中返回allowed_permissions JSON对象。
注意：如果此参数未包含在请求中，allowed_permissions对象将从响应中跳过。
注意
- 在所有API输入中使用字段的 api_name，而不是字段标签。这确保了自定义模块或字段中标签名称的更改不会影响您现有的集成。
- 具有不显示权限的字段仍将包含在API响应中。
- "full_name"字段包含名字和姓氏字段的连接值。
这是一个仅在潜在客户，联系人和用户模块中可用的只读字段。
样本请求
Copiedcurl "https://www.zohoapis.com/crm/v8/settings/fields?module=Leads"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"响应JSON
- associated_moduleJSON对象
代表与父模块关联的字段的模块。
- module(字符串)- 代表为子表单或图片上传或文件上传字段创建的模块。
- id(字符串)- 代表模块的唯一ID。
- operation_typeJSON对象
表示字段的可能数据来源。
可能的值：
- web_update(布尔值)： 表示字段是否可以通过网页进行更新。
- api_create(布尔值)： 表示字段是否可以通过api进行创建。
- web_created(布尔值)： 表示字段是否可以通过网页进行创建。
- api_update(布尔值)： 表示字段是否可以通过api进行更新。
- system_mandatory布尔值
表示当前字段是否为系统必填字段。
可能的值：- true : 该字段是系统必填字段。
- false : 该字段不是系统必填字段。
- privateJSON对象
代表您的组织中合规设置的详细信息。
示例：
"private": {
"restricted": true,
"type": "Low",
"export": true
}- restricted(布尔值)： 表示通过API访问时，普通或敏感数据是否有访问限制。
- export(布尔值)： 表示在导出时，普通或敏感数据是否有访问限制。
- type(字符串)： 根据布局中的字段配置指定限制级别
- 可能的值：Low和High。
- webhook布尔值
表示该字段是否在webhook中得到支持。
- virtual_field布尔值
虚拟字段是只包含元数据但不包含实际值的仅参考字段。它用于子表单，多选查找，多用户查找和系统生成的字段，如Full_Name
- json_type字符串
代表字段的JSON类型。例如，JSON对象，字符串等。
- textareaJSON对象
包含多行字段的详细信息。
- type字符串
表示多行字段的类型。
可能的值：- small 支持最多 2000个字符。
- large 支持最多 32000个字符。
- rich_text 支持最多 50000个字符。
- cryptJSON对象
表示加密的状态。
示例：
"crypt": {
"mode": "encryption",
"status": 1
}
"mode"键的可能值是：encryption和decryption。
"status"键的可能值是：- 1 - 表示该字段已加密。
- 2- 表示该字段的加密/解密正在进行中。
"null"值表示该键已解密。
- tooltipJSON对象
如果字段有一个，代表工具提示（名称和值）的详细信息。
- created_sourcestring
表示创建该字段的来源。此键有助于确定该字段是默认创建的，还是通过扩展或集成创建的。
可能的值：
- default： 表示该字段是在Zoho CRM系统中默认创建的。
- extension： 表示该字段是通过扩展创建的。
- integration： 表示该字段是通过与其他系统或应用的集成创建的。
- display_labelstring
代表字段在用户界面中的显示名称。此标签不会翻译为用户的首选语言，并且无论用户的语言设置如何，都保持一致。
示例： "Lead Owner", "Phone", "Email"。值"Phone"，意味着该字段将在用户界面中以"Phone"的标签显示。无论用户的语言偏好如何，此标签都保持不变。
对于Events，所有显示标签都被重命名为Meetings。 - field_labelstring
字段在用户首选语言中的显示名称。此标签将根据用户的语言设置进行翻译，即，如果用户的语言偏好设置为不同的语言，标签将相应地被翻译。
对于事件，所有显示标签都被重命名为会议。
- field_read_only布尔值
表示字段是否始终只读。这意味着该字段在任何情况下都不能被编辑。
可能的值：- true：字段始终只读并且不能被编辑。
- false： 字段不总是只读并且在某些条件下可以被编辑。
- allowed_permissions_to_updateJSON对象
- 表示字段的默认权限，指示用户是否可以读取、编辑，或者该字段是否被隐藏。
- 只读（布尔值）："true"表示用户只能查看该字段。
- 读写（布尔值）："true"表示用户可以编辑该字段。
- 隐藏（布尔值）："true"表示该字段对用户隐藏。
- 表示字段的默认权限，指示用户是否可以读取、编辑，或者该字段是否被隐藏。
- read_only布尔值
表示当前用户是否只能读取该字段。
可能的值：- true: 当前用户只能读取该字段。
- false: 当前用户不仅能读取该字段，还能修改。
- display_field布尔值
代表当前字段的显示标签。例如，姓氏。
- quick_sequence_number整数
表示字段在CRM模块布局中的位置。
示例："quick_sequence_number" : 5，显示字段出现在CRM模块布局的第五位置。这有助于确定字段显示给用户的顺序。
- businesscard_supported布尔值
表示当前字段是否可以添加到商务卡部分。
可能的值：- true : 可以将字段添加到商务卡部分。
- false : 无法将字段添加到商务卡部分。
- sharing_propertiesJSON对象
代表与查找字段相关的访问权限。它指示用户是否可以访问该字段查找的记录。
- id字符串
代表当前字段的唯一ID。
- custom_field布尔值
表示当前字段是否为自定义字段。
可能的值：- true： 该字段是一个自定义字段。
- false： 当前字段是一个默认字段。
- lookupJSON对象
表示字段相关的查找的详细信息。例如，在库存行项目子表单"Quoted_Items"中的"Parent_Id"字段，查找键包含字段相关的模块的API名称和ID。
在库存行项目子表单中，对于用户从列表中选择记录的字段，如产品名称，"lookup"键包含一个JSON数组"show_fields"。这表示当为该查找选择记录时显示的字段。例如，对于"Product_Name"查找，用户选择一个产品。因此，show_fields键包含在选择产品时显示的字段。 - 可见布尔值
表示当前字段是否对用户可见。
可能的值：true: 字段对用户可见。
false: 当前字段对用户不可见。 - profilesJSON数组
代表有权访问该字段的不同配置文件以及每个配置文件的访问权限类型。这个键有助于理解哪些用户配置文件可以查看或编辑该字段。
- permission_type (字符串): 代表配置文件对该字段的权限类型。
- 可能的值 :
- read_write: 拥有此配置文件的用户可以查看和编辑该字段。
- read_only: 拥有此配置文件的用户只能查看该字段，不能编辑。
- 可能的值 :
- name (字符串): 代表配置文件的名称。
id (字符串): 代表配置文件的唯一ID。
值null表示用户没有模块定制权限。
- permission_type (字符串): 代表配置文件对该字段的权限类型。
- display_type整数
表示基于其类型如何显示字段。
可能的值：- -1: 字段是一个普通字段。
- 2: 字段是"仅选择"，意味着用户只能从预定义的选项中选择，不能输入自定义值。
- history_tracking_enabled布尔值
- 历史跟踪JSON 对象
包含用于跟踪下拉列表字段历史的配置详细信息。
- related_list_name字符串
可以在记录详细视图中将选项列表字段的历史视为相关列表。 related_list_name键代表相关列表的名称。
- 模块JSON对象
将为您选择的用于跟踪历史的下拉列表字段创建一个单独的模块。 模块键包含创建的模块的API名称和其唯一ID。
- duration_configurationstring
指定用于跟踪历史的时间单位（例如，天或时间）。
可能的值：
- days (默认) - 历史按天跟踪。
- time - 历史按时间跟踪。
- duration_configured_fieldJSON对象
包含您在duration_configuration中配置的字段（天或时间）的API名称和ID。
- followed_fieldsJSON数组
followed_fields数组允许您跟踪主要下拉列表字段以及其他要跟踪的字段的变化，以全面跟踪相关字段的变化。在followed_fields键中的每个JSON对象代表了您在历史跟踪配置中选择的followed fields的API名称和其唯一ID。
例如，如果销售团队跟踪Property Status下拉列表以监控一个属性在每个阶段停留的时间，他们可以将User Assigned添加到followed_fields中，以跟踪在每个阶段处理该属性的用户。
- 向导bigint
表示该字段是一个向导。
- multiselectlookupJSON对象
代表多选查找字段的详细信息，如链接模块、连接模块、查找API名称等。
- multiuserlookupJSON对象
代表多选用户查找字段的详细信息，如链接模块、连接模块、查找API名称等。
- pick_list_values_sorted_lexically布尔值
表示下拉列表的值是否按字母顺序排序。
可能的值：- true : 下拉列表的值按字母顺序排序。
- false : 下拉列表的值未按字母顺序排序，可能以自定义顺序显示。
- 子表单JSON对象
代表库存模块中的行项目的详细信息。
- searchable布尔值
表示该字段是否支持搜索。
- 长度整数
代表当前字段的大小。
- sortable布尔值
表示该字段是否可排序。
- api_namestring
代表当前字段的API名称。
- data_typestring
代表当前字段的CRM字段类型。例如，查找。
- formulaJSON对象
如果当前字段是公式字段，代表公式的详细信息。
- decimal_place整数
表示字段允许的小数位数。这个键通常用于存储数值的字段，如货币或小数字段。
- mass_update布尔值
表示该字段是否支持批量更新，这对于一次性修改多条记录可能很有用。
可能的值：- true: 当前字段可以进行批量更新。
- false: 当前字段无法进行批量更新。
- enable_colour_code布尔值
表示该字段是否可以进行颜色编码。
- pick_list_valuesJSON数组
表示所有下拉列表值的列表，如果字段是下拉列表或多选下拉列表字段。
键type在每个下拉列表选项中的值表示该选项是否被使用。
键id表示每个下拉列表选项的唯一ID。
colour_code表示该下拉列表值的颜色的十六进制代码。
响应包含已使用和未使用的下拉列表值。pick_list_values数组包含Picklist或Multi-Select Picklist类型字段的所有可用选项。
- type (字符串)：表示下拉列表选项是否被使用。
- id (字符串)：表示每个下拉列表选项的唯一标识符。
- colour_code (字符串)：表示分配给下拉列表值的颜色的十六进制代码。
- auto_numberJSON对象
自动编号字段会根据指定的格式自动生成每条记录的唯一编号。这对于创建记录的唯一标识符非常有用，例如发票号码或订单ID。
- rollup_summaryJSON对象
代表汇总字段的详细信息。汇总字段用于从相关列表中汇总或聚合值。
- return_type
指定汇总字段的类型。
- 表达式 JSON 对象
代表用于汇总计算的表达式。
- function_parameters JSON 数组
指定在表达式中使用的函数参数。
- api_name
指定在表达式中使用的字段的API名称
- 标准 JSON 对象
指定汇总摘要计算的条件。
- group_operator
指定用于条件中的组操作符（例如，AND，OR）。
- group JSON 数组
表示汇总摘要计算的条件组。
- comparator
表示用于条件中的比较操作符（例如，not_equal）。
- field JSON 对象
表示条件的字段详细信息。
- api_name
指定字段的API名称。
- id
指定字段的ID。
- value
指定用于条件的值（例如，${NOTEMPTY}）。
- 函数
指定用于汇总计算的函数（例如，平均值）。
- based_on_module JSON对象
指定汇总摘要基于的模块。
- api_name
指定模块的API名称。
- id
指定模块的ID。
- related_list
指定基于滚动汇总的相关列表。
- api_name
指定相关列表的API名称。
- id
指定相关列表的ID。
- rollup_based_on string
指定汇总摘要计算的基础。它可以是模块或布局。
- multiselectlookupJSON object
包含当前模块（在URL参数中指定的模块）与另一个模块之间的链接详情。
- 链接详情JSON对象
包含链接模块的详细信息。
在创建多选查找字段时，系统会为两个连接的模块创建一个单独的模块，以存储他们的共同详细信息。
- 模块JSON对象
代表链接模块的详细信息。
- 复数标签字符串
代表在用户界面中可见的链接模块的显示标签。
- api名称字符串
代表链接模块的API名称。
- id字符串
代表链接模块的唯一ID。
- lookup_fieldJSON对象
包含在URL中指定的当前模块的查找字段详细信息，这些信息在链接模块中创建。
- api_name字符串
代表链接模块中当前模块的查找字段的API名称。
- field_label字符串
代表在UI中可见的链接模块中当前模块的查找字段的显示名称。
- id字符串
代表链接模块中当前模块查找字段的唯一ID。
- connected_lookup_fieldJSON对象
包含在链接模块中创建的连接模块（连接到当前模块的模块）的查找字段详细信息。
- api_name字符串
代表链接模块中连接模块的查找字段的API名称。
- field_label字符串
代表链接模块中连接模块的查找字段的显示标签。
- id字符串
代表链接模块中连接模块的查找字段的唯一ID。
- connected_detailsJSON对象
指定当前模块与连接模块之间的链接详情。
- fieldJSON对象
包含当前模块在连接模块中的查找字段的详细信息。
- api_name字符串
代表当前模块在连接模块中的查找字段的API名称。
- field_label字符串
代表当前模块在连接模块中的查找字段的显示名称。
- id字符串
代表当前模块在连接模块中的查找字段的唯一ID。
- 模块JSON对象
包含已连接模块的详细信息。
- 复数标签字符串
代表已连接模块的复数标签。
- api名称字符串
代表已连接模块的API名称。
- id字符串
代表已连接模块的唯一ID。
- 布局JSON数组
包含当前模块的查找字段与连接模块关联的布局的详细信息。
- related_listJSON对象
包含当前模块中连接模块的查找字段的详细信息。
- display_label字符串
代表当前模块中查找字段的显示标签。
- api_name字符串
代表当前模块中查找字段的API名称。
- id字符串
代表当前模块中查找字段的唯一ID。
- multiuserlookupJSON object
包含当前模块（在URL中指定）与用户模块之间的链接详情。
- 链接详情JSON对象
包含为当前模块和用户模块创建的链接模块的详细信息。
注意：当创建多用户查找字段时，系统会自动生成一个链接模块，用于存储两个模块的公共详细信息。
- 模块JSON对象
代表链接模块的详细信息。
- 复数标签字符串
代表链接模块的复数标签。
- api名称字符串
代表链接模块的API名称。
- id字符串
代表链接模块的唯一ID。
- lookup_fieldJSON对象
包含在链接模块中为当前模块创建的查找字段的详细信息。
- api_name字符串
代表在链接模块中当前模块的查找字段的API名称。
- field_label字符串
代表在链接模块中当前模块的查找字段的字段标签。
- id字符串
代表在链接模块中当前模块的查找字段的唯一ID。
- connected_lookup_fieldJSON对象
包含在链接模块中为用户模块创建的查找字段的详细信息。
- api_name字符串
表示链接模块中用户模块的查找字段的API名称。
- field_label字符串
表示链接模块中用户模块的查找字段的字段标签。
- id字符串
表示链接模块中用户模块的查找字段的唯一ID。
样本回应
Copied{
"fields": [
{
"associated_module": null,
"webhook": true,
"operation_type": {
"web_update": true,
"api_create": true,
"web_create": true,
"api_update": true
},
"colour_code_enabled_by_system": false,
"field_label": "Lead Owner",
"tooltip": null,
"type": "used",
"field_read_only": true,
"customizable_properties": [
"field_of_lookup"
],
"display_label": "Lead Owner",
"read_only": false,
"association_details": null,
"businesscard_supported": true,
"multi_module_lookup": {},
"id": "5725767000000002589",
"created_time": null,
"filterable": true,
"visible": true,
"profiles": [
{
"permission_type": "read_write",
"name": "Administrator",
"id": "5725767000000026011"
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