Zoho CRM Related Lists

Manage the Related List Meta operations in Zoho CRM including retrieving, updating, and customizing related lists for different modules and layouts.

OpenAPI Specification

zoho-crm-related-lists-openapi.json Raw ↑
{
  "openapi": "3.1.0",
  "info": {
    "title": "Related Lists",
    "description": "Manage the Related List Meta operations in Zoho CRM including retrieving, updating, and customizing related lists for different modules and layouts.",
    "version": "8"
  },
  "servers": [
    {
      "url": "https://zohoapis.{dc}/crm/{version}",
      "description": "API Server URL",
      "variables": {
        "dc": {
          "enum": [
            "com",
            "eu",
            "in",
            "cn",
            "au"
          ],
          "default": "com",
          "description": "API Server URL TLD"
        },
        "version": {
          "default": "v8",
          "description": "API Version"
        }
      }
    }
  ],
  "security": [
    {
      "iam-oauth2-schema": [
        "ZohoCRM.settings.ALL"
      ]
    },
    {
      "iam-oauth2-schema": [
        "ZohoCRM.settings.related_lists.ALL"
      ]
    },
    {
      "iam-oauth2-schema": [
        "ZohoCRM.settings.related_lists.READ"
      ]
    }
  ],
  "paths": {
    "/settings/related_lists": {
      "get": {
        "summary": "Retrieve related lists configuration",
        "description": "Get the configuration of related lists for a specific module and layout",
        "operationId": "getRelatedLists",
        "parameters": [
          {
            "$ref": "#/components/parameters/Module"
          },
          {
            "$ref": "#/components/parameters/LayoutId"
          },
          {
            "$ref": "#/components/parameters/Status"
          }
        ],
        "security": [
          {
            "iam-oauth2-schema": [
              "ZohoCRM.settings.related_lists.READ"
            ]
          }
        ],
        "responses": {
          "200": {
            "description": "Configuration payload describing each related list's display metadata, available record actions, and layout-specific settings for the requested module.",
            "content": {
              "application/json": {
                "schema": {
                  "type": "object",
                  "description": "Response containing related lists configuration for the specified module",
                  "additionalProperties": false,
                  "properties": {
                    "related_lists": {
                      "type": "array",
                      "description": "Array of related list configurations",
                      "items": {
                        "$ref": "#/components/schemas/RelatedList"
                      },
                      "minItems": 0,
                      "maxItems": 2147483647
                    }
                  },
                  "required": [
                    "related_lists"
                  ]
                }
              }
            }
          },
          "204": {
            "description": "No related lists matched the requested module, layout, or visibility filter."
          },
          "400": {
            "description": "Bad Request — The server could not process the request due to invalid syntax or missing/invalid parameters.",
            "content": {
              "application/json": {
                "schema": {
                  "description": "Validation error schema for the 400 response of getRelatedLists.",
                  "oneOf": [
                    {
                      "type": "object",
                      "description": "Array-based error response",
                      "additionalProperties": false,
                      "properties": {
                        "related_lists": {
                          "type": "array",
                          "description": "Array of related lists operation errors",
                          "items": {
                            "type": "array",
                            "description": "Individual error items",
                            "items": {
                              "$ref": "#/components/schemas/ValidationError"
                            },
                            "maxItems": 100
                          },
                          "maxItems": 50
                        }
                      },
                      "required": [
                        "related_lists"
                      ]
                    },
                    {
                      "$ref": "#/components/schemas/ValidationError"
                    },
                    {
                      "$ref": "#/components/schemas/InvalidModuleError"
                    }
                  ]
                }
              }
            }
          }
        }
      }
    }
  },
  "components": {
    "schemas": {
      "RelatedListModule": {
        "type": "object",
        "description": "Metadata describing the module associated with the related list.",
        "properties": {
          "api_name": {
            "type": "string",
            "description": "API name of the module.",
            "pattern": "^[A-Za-z0-9_]+$",
            "minLength": 1,
            "maxLength": 100
          },
          "id": {
            "type": "string",
            "description": "Unique identifier of the module.",
            "pattern": "^[0-9]+$",
            "minLength": 1,
            "maxLength": 20
          },
          "plural_label": {
            "type": "string",
            "description": "Plural label of the module.",
            "minLength": 1,
            "maxLength": 100
          }
        },
        "required": [
          "api_name",
          "id"
        ],
        "additionalProperties": true
      },
      "RelatedListParentReference": {
        "type": "object",
        "description": "Parent related list reference required for contextual dependencies.",
        "additionalProperties": false,
        "properties": {
          "api_name": {
            "type": "string",
            "description": "API name of the parent related list.",
            "pattern": "^[A-Za-z0-9_]+$",
            "minLength": 1,
            "maxLength": 100
          },
          "id": {
            "type": "string",
            "description": "Unique identifier of the parent related list.",
            "pattern": "^[0-9]+$",
            "minLength": 1,
            "maxLength": 20
          }
        },
        "required": [
          "api_name",
          "id"
        ]
      },
      "RelatedListRecordOperations": {
        "type": "object",
        "description": "Flags indicating the record operations allowed on the related list.",
        "additionalProperties": false,
        "properties": {
          "edit": {
            "type": "boolean",
            "description": "Whether edit operation is allowed on related list records."
          },
          "create": {
            "type": "boolean",
            "description": "Whether create operation is allowed on related list records."
          },
          "bulk_edit": {
            "type": "boolean",
            "description": "Whether bulk edit operation is allowed on related list records."
          },
          "delete": {
            "type": "boolean",
            "description": "Whether delete operation is allowed on related list records."
          },
          "disassociate": {
            "type": "boolean",
            "description": "Whether disassociate operation is allowed on related list records."
          },
          "assign": {
            "type": "boolean",
            "description": "Whether assign operation is allowed on related list records."
          }
        },
        "required": [
          "edit",
          "create",
          "bulk_edit",
          "delete",
          "disassociate",
          "assign"
        ]
      },
      "RelatedList": {
        "type": "object",
        "description": "Configuration metadata for a related list.",
        "additionalProperties": false,
        "properties": {
          "id": {
            "type": "string",
            "description": "Unique identifier of the related list configuration.",
            "pattern": "^[0-9]+$",
            "minLength": 1,
            "maxLength": 20
          },
          "sequence_number": {
            "type": "string",
            "description": "Display order position of the related list in the layout.",
            "pattern": "^[0-9]+$",
            "minLength": 1,
            "maxLength": 10
          },
          "display_label": {
            "type": "string",
            "description": "User-friendly label displayed for the related list.",
            "minLength": 1,
            "maxLength": 100
          },
          "api_name": {
            "type": "string",
            "description": "API name identifier for the related list module.",
            "pattern": "^[A-Za-z0-9_]+$",
            "minLength": 1,
            "maxLength": 100
          },
          "module": {
            "description": "Module information for the related list (null if not applicable).",
            "oneOf": [
              {
                "$ref": "#/components/schemas/RelatedListModule"
              },
              {
                "type": "null",
                "description": "Null when module information is not applicable"
              }
            ]
          },
          "name": {
            "type": "string",
            "description": "Internal name of the related list.",
            "pattern": "^[A-Za-z0-9_ -]+$",
            "minLength": 1,
            "maxLength": 100
          },
          "action": {
            "type": [
              "string",
              "null"
            ],
            "description": "Action key of the related list (null if no specific action).",
            "pattern": "^[A-Za-z0-9_]+$",
            "minLength": 1,
            "maxLength": 64
          },
          "href": {
            "type": [
              "string",
              "null"
            ],
            "description": "Reference URL for the related list (null if not applicable).",
            "minLength": 1,
            "maxLength": 2048
          },
          "type": {
            "type": "string",
            "description": "Type classification of the related list.",
            "pattern": "^[A-Za-z0-9_]+$",
            "minLength": 1,
            "maxLength": 64
          },
          "connectedlookupApiName": {
            "type": "string",
            "description": "API name of the connected lookup field if applicable.",
            "pattern": "^[A-Za-z0-9_]+$",
            "minLength": 1,
            "maxLength": 100
          },
          "field_enabled": {
            "type": "boolean",
            "description": "Whether field customization is enabled for this related list."
          },
          "customize_sort": {
            "type": "boolean",
            "description": "Whether custom sorting can be applied to this related list."
          },
          "customize_fields": {
            "type": "boolean",
            "description": "Whether field selection can be customized for this related list."
          },
          "customize_display_label": {
            "type": "boolean",
            "description": "Whether the display label can be customized for this related list."
          },
          "status": {
            "type": "string",
            "description": "The visibility status of the related list.",
            "enum": [
              "visible",
              "user_hidden",
              "scheduled_for_deletion"
            ]
          },
          "visibility": {
            "type": "integer",
            "format": "int32",
            "description": "Visibility level setting for the related list.",
            "minimum": 0
          },
          "personality_name": {
            "type": "string",
            "description": "Name of the personality associated with the related list.",
            "minLength": 1,
            "maxLength": 100
          },
          "record_operations": {
            "$ref": "#/components/schemas/RelatedListRecordOperations"
          },
          "connectedmodule": {
            "type": [
              "string",
              "null"
            ],
            "description": "The connected module name (null if no module connection).",
            "pattern": "^[A-Za-z0-9_]+$",
            "minLength": 1,
            "maxLength": 250
          },
          "linkingmodule": {
            "type": [
              "string",
              "null"
            ],
            "description": "The linking module name (null if no linking module).",
            "pattern": "^[A-Za-z0-9_]+$",
            "minLength": 1,
            "maxLength": 250
          },
          "parent_related_lists": {
            "type": [
              "array",
              "null"
            ],
            "description": "Array of parent related lists that this list depends on.",
            "items": {
              "$ref": "#/components/schemas/RelatedListParentReference"
            },
            "minItems": 0,
            "maxItems": 2147483647
          }
        },
        "required": [
          "id",
          "sequence_number",
          "display_label",
          "api_name",
          "name",
          "action",
          "href",
          "type",
          "customize_sort",
          "customize_fields",
          "customize_display_label",
          "status"
        ]
      },
      "ErrorDetail": {
        "type": "object",
        "description": "Detailed information about a validation error",
        "additionalProperties": true,
        "properties": {
          "param": {
            "type": "string",
            "description": "Name of the parameter that caused the error",
            "maxLength": 255
          },
          "param_name": {
            "type": "string",
            "description": "Name of the parameter that failed validation",
            "maxLength": 255
          },
          "index": {
            "type": "integer",
            "format": "int32",
            "description": "Array index where the validation failure occurred"
          },
          "supported_values": {
            "type": "array",
            "description": "List of supported values for the parameter",
            "items": {
              "type": "string",
              "description": "Supported value object",
              "maxLength": 255
            },
            "maxItems": 100
          },
          "api_name": {
            "type": "string",
            "description": "API name of the field that caused the validation error",
            "maxLength": 100
          },
          "json_path": {
            "type": "string",
            "description": "JSON path to the specific field that failed validation",
            "maxLength": 500
          },
          "expected_data_type": {
            "type": "string",
            "description": "Expected data type for the field that failed validation",
            "maxLength": 100
          },
          "maximum_length": {
            "type": "integer",
            "format": "int32",
            "description": "Maximum allowed length for the field that failed validation"
          },
          "resource_path_index": {
            "type": "integer",
            "format": "int32",
            "description": "Index of the resource path that contains invalid data"
          }
        }
      },
      "ValidationError": {
        "type": "object",
        "description": "Validation error response structure",
        "additionalProperties": false,
        "properties": {
          "status": {
            "type": "string",
            "enum": [
              "error"
            ],
            "description": "Response status indicating an error occurred"
          },
          "code": {
            "type": "string",
            "enum": [
              "DUPLICATE_DATA",
              "INVALID_DATA",
              "RESERVED_KEYWORD_NOT_ALLOWED",
              "NOT_ALLOWED",
              "MANDATORY_NOT_FOUND"
            ],
            "description": "Specific error code indicating the type of validation or business rule failure"
          },
          "message": {
            "type": "string",
            "description": "Human-readable error message describing what went wrong",
            "maxLength": 1000
          },
          "details": {
            "$ref": "#/components/schemas/ErrorDetail"
          }
        },
        "required": [
          "status",
          "code",
          "message",
          "details"
        ]
      },
      "InvalidModuleError": {
        "type": "object",
        "description": "Invalid Validation error response structure",
        "additionalProperties": false,
        "properties": {
          "status": {
            "type": "string",
            "enum": [
              "error"
            ],
            "description": "Response status indicating an error occurred"
          },
          "code": {
            "type": "string",
            "enum": [
              "INVALID_MODULE"
            ],
            "description": "Specific error code indicating the type of validation or business rule failure"
          },
          "message": {
            "type": "string",
            "description": "Human-readable error message describing what went wrong",
            "maxLength": 1000
          },
          "details": {}
        },
        "required": [
          "status",
          "code",
          "message",
          "details"
        ]
      }
    },
    "parameters": {
      "Module": {
        "name": "module",
        "in": "query",
        "description": "API name of the CRM module (e.g., Leads, Contacts, Accounts)",
        "required": true,
        "schema": {
          "type": "string",
          "enum": [
            "Leads",
            "Contacts",
            "Accounts",
            "Deals",
            "Tasks",
            "Events",
            "Calls",
            "Products",
            "Quotes",
            "Sales_Orders",
            "Purchase_Orders",
            "Invoices",
            "Campaigns",
            "Vendors",
            "Price_Books",
            "Cases",
            "Solutions"
          ]
        }
      },
      "Status": {
        "name": "status",
        "in": "query",
        "description": "Filter related lists by visibility status",
        "required": false,
        "schema": {
          "type": "string",
          "enum": [
            "visible",
            "scheduled_for_deletion",
            "user_hidden"
          ]
        }
      },
      "LayoutId": {
        "name": "layout_id",
        "in": "query",
        "description": "Unique identifier of the layout for which to retrieve related lists",
        "required": false,
        "schema": {
          "type": "string",
          "pattern": "^[0-9]+$",
          "minLength": 1,
          "maxLength": 20
        }
      }
    },
    "securitySchemes": {
      "iam-oauth2-schema": {
        "type": "oauth2",
        "flows": {
          "authorizationCode": {
            "authorizationUrl": "https://accounts.zoho.com/oauth/v2/auth",
            "tokenUrl": "https://accounts.zoho.com/oauth/v2/token",
            "refreshUrl": "https://accounts.zoho.com/oauth/v2/token",
            "scopes": {
              "ZohoCRM.settings.ALL": "Full access to all CRM settings including related lists",
              "ZohoCRM.settings.related_lists.ALL": "Full access to related lists configuration (read and write)",
              "ZohoCRM.settings.related_lists.READ": "Read-only access to related lists configuration",
              "ZohoCRM.settings.related_lists.UPDATE": "Update access to related lists configuration"
            }
          }
        }
      }
    }
  }
}