Get custom views metadata
Retrieve the custom views metadata configured in a module, and fetch the metadata of a specific custom view configured in a module using the custom view ID.
Request URL
For custom views metadata configured in a module, use
{api-domain}/bigin/v2/settings/custom_views?module={module_api_name}
For the metadata of a specific custom view configured in a module, use
{api-domain}/bigin/v2/settings/custom_views/{custom_view_id}?module={module_api_name}
Choose domain-specific URL to replace {api-domain}
You can use the domain-specific URL to access Bigin resources. Based on the data center in which the Bigin account's resources are available, replace {api-domain} in the preceding request with one of the following API domain URLs:
- For US, https://www.zohoapis.com
- For EU, https://www.zohoapis.eu
- For AU, https://www.zohoapis.com.au
- For IN, https://www.zohoapis.in
- For CN, https://www.zohoapis.com.cn
- For JP, https://www.zohoapis.jp
For more information, see Multi DC Support.
Authorization
For this endpoint, pass the access token as an authorization header. See OAuth Authentication for more information about access tokens.
Authorization: Zoho-oauthtoken <ACCESS_TOKEN>
You must authenticate using an access token that is associated with one of the following scopes:
- ZohoBigin.settings.custom_views.READ
- ZohoBigin.settings.custom_views.ALL
- ZohoBigin.settings.ALL
Request parameters
The available request parameters are given below:
Query parameters
module stringRequired
The API name of the module. The possible modules for this endpoint and their API name are given below:
| Module | API Name |
|---|---|
| Contacts | Contacts |
| Pipelines | Pipelines |
| Companies | Accounts |
| Products | Products |
| Tasks | Tasks |
| Events | Events |
| Calls | Calls |
| Associate Products | Associate_Products |
| Notes | Notes |
| Attachments | Attachments |
Path parameters
custom_view_id stringOptional
The unique identification of a custom view configured in a module. Use this when you want to retrieve the metadata of a specific custom view configured in a module. You can get the custom view ID from the Get the custom views metadata configured in a module API.
Sample request
Copiedcurl "https://www.zohoapis.com/bigin/v2/settings/custom_views?module=Pipelines" \
-X GET \
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"Copiedresponse = invokeurl
[
url: "https://www.zohoapis.com/bigin/v2/settings/custom_views?module=Pipelines"
type: GET
connection:"connection_link_name"
];
info response;Response object
The response object contains the following details:
display_value string
Indicates the display name of the custom view.
created_time datetime
Indicates the date and time (ISO8601) when the custom view was created.
access_type string
Indicates the type of access granted for the custom view.
criteria jsonobject
Contains the criteria or conditions used to define the custom view.
system_name string
The system-defined name for the custom view.
sort_by string
Indicates the field used for sorting records in the custom view.
created_by jsonobject
Contains the details about the user who created the custom view.
shared_to jsonobject
Contains the details about the users with whom the custom view is shared.
default boolean
Indicates whether the custom view is set as the default view.
modified_time datetime
Indicates the date and time (ISO8601) when the custom view was last modified.
name string
The name of the custom view.
system_defined boolean
Indicates whether the custom view is system-defined or created by a user.
modified_by jsonobject
Contains the details about the user who last modified the custom view.
id string
A unique identification of the custom view.
fields jsonarray
Lists the fields displayed in the custom view.
category string
Indicates the category to which the custom view belongs.
last_accessed_time datetime
Indicates the date and time (ISO8601) when the custom view was last accessed
locked boolean
Indicates whether the custom view is locked or editable.
sort_order string
Indicates the sort order used for sorting records in the custom view.
favorite string
Indicates whether the custom view is marked as a favorite by the user.
Possible error codes
The response of this resource includes HTTP status and error codes.
The most common HTTP error codes that occur when you request access to this endpoint are given in the following:
- 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.
Sample response
Copied{
"custom_views": [
{
"display_value": "All Deals",
"created_time": "2023-04-12T12:05:20+05:30",
"access_type": "public",
"criteria": {
"comparator": "equal",
"field": {
"api_name": "Layout",
"id": "2034020000000098017"
},
"value": {
"name": "Operations",
"id": "2034020000000464021"
}
},
"system_name": "All Deals",
"sort_by": null,
"created_by": null,
"shared_to": null,
"default": false,
"modified_time": null,
"name": "All Deals",
"system_defined": true,
"modified_by": null,
"id": "2034020000000464257",
"fields": [
{
"api_name": "Deal_Name",
"_pin": false,
"id": "2034020000000000519"
},
{
"api_name": "Owner",
"_pin": false,
"id": "2034020000000000515"
},
{
"api_name": "Stage",
"_pin": false,
"id": "2034020000000000525"
},
{
"api_name": "Tag",
"_pin": false,
"id": "2034020000000138021"
}
],
"category": "public_views",
"last_accessed_time": null,
"locked": false,
"sort_order": null,
"favorite": null
},
{
"display_value": "All Deals1",
"created_time": "2023-05-10T11:28:56+05:30",
"access_type": "public",
"criteria": {
"comparator": "equal",
"field": {
"api_name": "Layout",
"id": "2034020000000098017"
},
"value": {
"name": "Real Estate",
"id": "2034020000000549001"
}
},
"system_name": "All Deals1",
"sort_by": null,
"created_by": null,
"shared_to": null,
"default": false,
"modified_time": null,
"name": "All Deals1",
"system_defined": true,
"modified_by": null,
"id": "2034020000000549208",
"fields": [
{
"api_name": "Deal_Name",
"_pin": false,
"id": "2034020000000000519"
},
{
"api_name": "Owner",
"_pin": false,
"id": "2034020000000000515"
},
{
"api_name": "Stage",
"_pin": false,
"id": "2034020000000000525"
},
{
"api_name": "Tag",
"_pin": false,
"id": "2034020000000138021"
}
],
"category": "public_views",
"last_accessed_time": null,
"locked": false,
"sort_order": null,
"favorite": null
},
{
"display_value": "All Potentials",
"created_time": null,
"access_type": "public",
"criteria": {
"comparator": "equal",
"field": {
"api_name": "Layout",
"id": "2034020000000098017"
},
"value": {
"name": "Sales - Marketing",
"id": "2034020000000095023"
}
},
"system_name": "ALLVIEWS",
"sort_by": null,
"created_by": null,
"shared_to": null,
"default": true,
"modified_time": null,
"name": "All Potentials",
"system_defined": true,
"modified_by": null,
"id": "2034020000000091545",
"fields": [
{
"api_name": "Deal_Name",
"_pin": false,
"id": "2034020000000000519"
},
{
"api_name": "Amount",
"_pin": false,
"id": "2034020000000000517"
},
{
"api_name": "Stage",
"_pin": false,
"id": "2034020000000000525"
},
{
"api_name": "Closing_Date",
"_pin": false,
"id": "2034020000000000521"
},
{
"api_name": "Account_Name",
"_pin": false,
"id": "2034020000000000523"
},
{
"api_name": "Contact_Name",
"_pin": false,
"id": "2034020000000000539"
},
{
"api_name": "Owner",
"_pin": false,
"id": "2034020000000000515"
}
],
"category": "public_views",
"last_accessed_time": "2023-06-20T16:37:31+05:30",
"locked": false,
"sort_order": null,
"favorite": null
},
{
"display_value": "Closing Next Month",
"created_time": null,
"access_type": "public",
"criteria": {
"group_operator": "AND",
"group": [
{
"comparator": "equal",
"field": {
"api_name": "Closing_Date",
"id": "2034020000000000521"
},
"value": "${NEXTMONTH}"
},
{
"comparator": "equal",
"field": {
"api_name": "Layout",
"id": "2034020000000098017"
},
"value": {
"name": "Sales - Marketing",
"id": "2034020000000095023"
}
}
]
},
"system_name": "nextmonth",
"sort_by": null,
"created_by": null,
"shared_to": null,
"default": false,
"modified_time": null,
"name": "Closing Next Month",
"system_defined": true,
"modified_by": null,
"id": "2034020000000091561",
"fields": [
{
"api_name": "Deal_Name",
"_pin": false,
"id": "2034020000000000519"
},
{
"api_name": "Amount",
"_pin": false,
"id": "2034020000000000517"
},
{
"api_name": "Stage",
"_pin": false,
"id": "2034020000000000525"
},
{
"api_name": "Closing_Date",
"_pin": false,
"id": "2034020000000000521"
},
{
"api_name": "Account_Name",
"_pin": false,
"id": "2034020000000000523"
},
{
"api_name": "Contact_Name",
"_pin": false,
"id": "2034020000000000539"
},
{
"api_name": "Owner",
"_pin": false,
"id": "2034020000000000515"
}
],
"category": "public_views",
"last_accessed_time": null,
"locked": false,
"sort_order": null,
"favorite": null
},
{
"display_value": "Closing This Month",
"created_time": null,
"access_type": "public",
"criteria": {
"group_operator": "AND",
"group": [
{
"comparator": "equal",
"field": {
"api_name": "Closing_Date",
"id": "2034020000000000521"
},
"value": "${THISMONTH}"
},
{
"comparator": "equal",
"field": {
"api_name": "Layout",
"id": "2034020000000098017"
},
"value": {
"name": "Sales - Marketing",
"id": "2034020000000095023"
}
}
]
},
"system_name": "thismonth",
"sort_by": null,
"created_by": null,
"shared_to": null,
"default": false,
"modified_time": null,
"name": "Closing This Month",
"system_defined": true,
"modified_by": null,
"id": "2034020000000091559",
"fields": [
{
"api_name": "Deal_Name",
"_pin": false,
"id": "2034020000000000519"
},
{
"api_name": "Amount",
"_pin": false,
"id": "2034020000000000517"
},
{
"api_name": "Stage",
"_pin": false,
"id": "2034020000000000525"
},
{
"api_name": "Closing_Date",
"_pin": false,
"id": "2034020000000000521"
},
{
"api_name": "Account_Name",
"_pin": false,
"id": "2034020000000000523"
},
{
"api_name": "Contact_Name",
"_pin": false,
"id": "2034020000000000539"
},
{
"api_name": "Owner",
"_pin": false,
"id": "2034020000000000515"
}
],
"category": "public_views",
"last_accessed_time": null,
"locked": false,
"sort_order": null,
"favorite": null
},
{
"display_value": "DCview",
"created_time": "2023-04-20T11:25:48+05:30",
"access_type": "public",
"criteria": {
"group_operator": "AND",
"group": [
{
"comparator": "equal",
"field": {
"api_name": "Owner",
"id": "2034020000000000515"
},
"value": {
"name": "Zylker Travels",
"id": "2034020000000457001"
}
},
{
"comparator": "equal",
"field": {
"api_name": "Layout",
"id": "2034020000000098017"
},
"value": {
"name": "Sales - Marketing",
"id": "2034020000000095023"
}
}
]
},
"system_name": null,
"sort_by": null,
"created_by": {
"name": "Zylker Travels",
"id": "2034020000000457001"
},
"shared_to": null,
"default": false,
"modified_time": null,
"name": "DCview",
"system_defined": false,
"modified_by": null,
"id": "2034020000000483005",
"fields": [
{
"api_name": "Deal_Name",
"_pin": false,
"id": "2034020000000000519"
},
{
"api_name": "Stage",
"_pin": false,
"id": "2034020000000000525"
}
],
"category": "created_by_me",
"last_accessed_time": "2023-04-20T12:26:17+05:30",
"locked": false,
"sort_order": null,
"favorite": null
},
{
"display_value": "My Deals",
"created_time": "2023-04-12T12:05:20+05:30",
"access_type": "public",
"criteria": {
"group_operator": "AND",
"group": [
{
"comparator": "equal",
"field": {
"api_name": "Owner",
"id": "2034020000000000515"
},
"value": {
"name": "${CURRENTUSER}"
}
},
{
"comparator": "equal",
"field": {
"api_name": "Layout",
"id": "2034020000000098017"
},
"value": {
"name": "Operations",
"id": "2034020000000464021"
}
}
]
},
"system_name": "My Deals",
"sort_by": null,
"created_by": null,
"shared_to": null,
"default": false,
"modified_time": null,
"name": "My Deals",
"system_defined": true,
"modified_by": null,
"id": "2034020000000464264",
"fields": [
{
"api_name": "Deal_Name",
"_pin": false,
"id": "2034020000000000519"
},
{
"api_name": "Owner",
"_pin": false,
"id": "2034020000000000515"
},
{
"api_name": "Stage",
"_pin": false,
"id": "2034020000000000525"
},
{
"api_name": "Tag",
"_pin": false,
"id": "2034020000000138021"
}
],
"category": "public_views",
"last_accessed_time": null,
"locked": false,
"sort_order": null,
"favorite": null
},
{
"display_value": "My Deals1",
"created_time": "2023-05-10T11:28:56+05:30",
"access_type": "public",
"criteria": {
"group_operator": "AND",
"group": [
{
"comparator": "equal",
"field": {
"api_name": "Owner",
"id": "2034020000000000515"
},
"value": {
"name": "${CURRENTUSER}"
}
},
{
"comparator": "equal",
"field": {
"api_name": "Layout",
"id": "2034020000000098017"
},
"value": {
"name": "Real Estate",
"id": "2034020000000549001"
}
}
]
},
"system_name": "My Deals1",
"sort_by": null,
"created_by": null,
"shared_to": null,
"default": false,
"modified_time": null,
"name": "My Deals1",
"system_defined": true,
"modified_by": null,
"id": "2034020000000549215",
"fields": [
{
"api_name": "Deal_Name",
"_pin": false,
"id": "2034020000000000519"
},
{
"api_name": "Owner",
"_pin": false,
"id": "2034020000000000515"
},
{
"api_name": "Stage",
"_pin": false,
"id": "2034020000000000525"
},
{
"api_name": "Tag",
"_pin": false,
"id": "2034020000000138021"
}
],
"category": "public_views",
"last_accessed_time": null,
"locked": false,
"sort_order": null,
"favorite": null
},
{
"display_value": "My Potentials",
"created_time": null,
"access_type": "public",
"criteria": {
"group_operator": "AND",
"group": [
{
"comparator": "equal",
"field": {
"api_name": "Owner",
"id": "2034020000000000515"
},
"value": {
"name": "${CURRENTUSER}"
}
},
{
"comparator": "equal",
"field": {
"api_name": "Layout",
"id": "2034020000000098017"
},
"value": {
"name": "Sales - Marketing",
"id": "2034020000000095023"
}
}
]
},
"system_name": "MYVIEWS",
"sort_by": null,
"created_by": null,
"shared_to": null,
"default": false,
"modified_time": null,
"name": "My Potentials",
"system_defined": true,
"modified_by": null,
"id": "2034020000000091569",
"fields": [
{
"api_name": "Deal_Name",
"_pin": false,
"id": "2034020000000000519"
},
{
"api_name": "Amount",
"_pin": false,
"id": "2034020000000000517"
},
{
"api_name": "Stage",
"_pin": false,
"id": "2034020000000000525"
},
{
"api_name": "Closing_Date",
"_pin": false,
"id": "2034020000000000521"
},
{
"api_name": "Account_Name",
"_pin": false,
"id": "2034020000000000523"
},
{
"api_name": "Contact_Name",
"_pin": false,
"id": "2034020000000000539"
}
],
"category": "public_views",
"last_accessed_time": null,
"locked": false,
"sort_order": null,
"favorite": null
},
{
"display_value": "My Potentials Closing This Month",
"created_time": null,
"access_type": "public",
"criteria": {
"group_operator": "AND",
"group": [
{
"group_operator": "AND",
"group": [
{
"comparator": "equal",
"field": {
"api_name": "Closing_Date",
"id": "2034020000000000521"
},
"value": "${THISMONTH}"
},
{
"comparator": "equal",
"field": {
"api_name": "Owner",
"id": "2034020000000000515"
},
"value": {
"name": "${CURRENTUSER}"
}
}
]
},
{
"comparator": "equal",
"field": {
"api_name": "Layout",
"id": "2034020000000098017"
},
"value": {
"name": "Sales - Marketing",
"id": "2034020000000095023"
}
}
]
},
"system_name": "MYVIEWS",
"sort_by": null,
"created_by": null,
"shared_to": null,
"default": false,
"modified_time": null,
"name": "My Potentials Closing This Month",
"system_defined": true,
"modified_by": null,
"id": "2034020000000386108",
"fields": [
{
"api_name": "Deal_Name",
"_pin": false,
"id": "2034020000000000519"
},
{
"api_name": "Amount",
"_pin": false,
"id": "2034020000000000517"
},
{
"api_name": "Stage",
"_pin": false,
"id": "2034020000000000525"
},
{
"api_name": "Closing_Date",
"_pin": false,
"id": "2034020000000000521"
},
{
"api_name": "Account_Name",
"_pin": false,
"id": "2034020000000000523"
},
{
"api_name": "Contact_Name",
"_pin": false,
"id": "2034020000000000539"
},
{
"api_name": "Owner",
"_pin": false,
"id": "2034020000000000515"
}
],
"category": "public_views",
"last_accessed_time": null,
"locked": false,
"sort_order": null,
"favorite": null
},
{
"display_value": "New Last Week",
"created_time": null,
"access_type": "public",
"criteria": {
"group_operator": "AND",
"group": [
{
"comparator": "equal",
"field": {
"api_name": "Created_Time",
"id": "2034020000000000545"
},
"value": "${LASTWEEK}"
},
{
"comparator": "equal",
"field": {
"api_name": "Layout",
"id": "2034020000000098017"
},
"value": {
"name": "Sales - Marketing",
"id": "2034020000000095023"
}
}
]
},
"system_name": "lastweek",
"sort_by": null,
"created_by": null,
"shared_to": null,
"default": false,
"modified_time": null,
"name": "New Last Week",
"system_defined": true,
"modified_by": null,
"id": "2034020000000091551",
"fields": [
{
"api_name": "Deal_Name",
"_pin": false,
"id": "2034020000000000519"
},
{
"api_name": "Amount",
"_pin": false,
"id": "2034020000000000517"
},
{
"api_name": "Stage",
"_pin": false,
"id": "2034020000000000525"
},
{
"api_name": "Closing_Date",
"_pin": false,
"id": "2034020000000000521"
},
{
"api_name": "Account_Name",
"_pin": false,
"id": "2034020000000000523"
},
{
"api_name": "Contact_Name",
"_pin": false,
"id": "2034020000000000539"
},
{
"api_name": "Owner",
"_pin": false,
"id": "2034020000000000515"
}
],
"category": "public_views",
"last_accessed_time": null,
"locked": false,
"sort_order": null,
"favorite": null
},
{
"display_value": "New This Week",
"created_time": null,
"access_type": "public",
"criteria": {
"group_operator": "AND",
"group": [
{
"comparator": "equal",
"field": {
"api_name": "Created_Time",
"id": "2034020000000000545"
},
"value": "${THISWEEK}"
},
{
"comparator": "equal",
"field": {
"api_name": "Layout",
"id": "2034020000000098017"
},
"value": {
"name": "Sales - Marketing",
"id": "2034020000000095023"
}
}
]
},
"system_name": "thisweek",
"sort_by": null,
"created_by": null,
"shared_to": null,
"default": false,
"modified_time": null,
"name": "New This Week",
"system_defined": true,
"modified_by": null,
"id": "2034020000000091549",
"fields": [
{
"api_name": "Deal_Name",
"_pin": false,
"id": "2034020000000000519"
},
{
"api_name": "Amount",
"_pin": false,
"id": "2034020000000000517"
},
{
"api_name": "Stage",
"_pin": false,
"id": "2034020000000000525"
},
{
"api_name": "Closing_Date",
"_pin": false,
"id": "2034020000000000521"
},
{
"api_name": "Account_Name",
"_pin": false,
"id": "2034020000000000523"
},
{
"api_name": "Contact_Name",
"_pin": false,
"id": "2034020000000000539"
},
{
"api_name": "Owner",
"_pin": false,
"id": "2034020000000000515"
}
],
"category": "public_views",
"last_accessed_time": null,
"locked": false,
"sort_order": null,
"favorite": null
},
{
"display_value": "Not Yet Viewed",
"created_time": "2023-04-12T12:05:21+05:30",
"access_type": "public",
"criteria": {
"group_operator": "AND",
"group": [
{
"comparator": "not_contains",
"field": {
"api_name": "Common_Status",
"id": "2034020000000000549"
},
"value": "v"
},
{
"comparator": "equal",
"field": {
"api_name": "Layout",
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