Zoho Layouts - Skyvia cannot find other layout fields

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  • Last Post 08 June 2018
0
votes
Kate Fletcher posted this 21 November 2017

In Zoho, a module such as an Account or Potential can have different Layouts. See screenshot below - when creating a new Potential, I can create a Standard one or a Book Event one. This layout controls which fields are available and mandatory.

e.g.:

Standard Potential - two fields A and B available when creating a potential, B is mandatory
Book Events Potential - two fields A and C available, C is mandatory

I want to use Skyvia to export and import Book Events potentials. However, the only fields available in Skyvia are those on the Standard layout. I cannot import Book Events potentials because Skyvia is asking for field B and mandatory - which is only the case for Standard potentials.

How do I import/export other layouts? Or is this impossible with Skyvia?

 

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0
votes
Mariia Zaharova posted this 22 November 2017

At the moment, Zoho CRM Layouts are not supported. We will consider the possibility to support them and notify you about the results as soon as possible.

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Mariia Zaharova posted this 22 November 2017

We have investigated the possibility to support Zoho CRM Layouts. Unfortunately, it is impossible due to the Zoho CRM API peculiarities. Skyvia works via Zoho CRM API. Zoho CRM API works with objects, e.g. https://www.zoho.com/crm/help/api/modules-fields.html#Potentials, and gets the fields via this function: https://www.zoho.com/crm/help/api/getfields.html.

The getfields() function returns custom field only in case if this field is available in the standard layout. If this custom field is available only in the custom layout, API ignores this field.

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Kate Fletcher posted this 23 November 2017

Hi Mariia,

Thanks for the feedback, that's helpful.

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Mariusz Kukawski posted this 07 June 2018

Supporting layouts isn't necessary but what I find confusing is why Skyvia is only pulling fields from Standard layout then, why not all? Layouts are only UI helpers to make the interface more comfortable for the end user so I agree that you guys shouldn't care about that. But when I'm trying to do an import to my Contacts module - only Standard layout fields are being shown not all the fields that exist in the module, which is what I would expect. 

0
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Mariia Zaharova posted this 08 June 2018

As we have mentioned above, Skyvia works via Zoho CRM API. Zoho CRM API works with objects and gets the fields via this function: https://www.zoho.com/crm/help/api/getfields.html.

The getfields() function returns custom field only in case if this field is available in the Standard layout. If this custom field is available only in the custom layout, Zoho CRM API ignores this field. This is Zoho CRM API peculiarity.

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