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蓝图API
Zoho CRM的蓝图只是一个业务流程的在线副本。它捕获了软件中整个离线过程的每个细节。它促进了团队之间的自动化、验证和协作，从而使您的流程更加高效，并且没有漏洞。
获取蓝图数据
目的
要为该记录获取下一个可用的迁移，需要为每个迁移提供字段、每个字段的当前值以及它们的验证(如果有的话)。
请求URL
https://www.zohoapis.com.cn/crm/v2/{module_api_name}/{id}/actions/blueprint
module_api_name - 模块的API名称
id - 记录的唯一ID
| 支持的模块 |
|---|
| 线索，客户，联系人，商机，市场活动，任务，服务支持，事件，通话，解决方案，产品，供货商，价格表，报价单，销售订单，采购订单，发货单，自定义模块，备注和活动 |
请求方法
GET
范围
scope=ZohoCRM.modules.all
(或)
scope=ZohoCRM.modules.{module_name}.{operation_type}
| 可能的模块名称 | 可能的操作类型 |
|---|---|
| 线索，客户，联系人，商机，市场活动，任务，服务支持，事件，通话，解决方案，产品，供货商，价格表，报价单，销售订单，采购订单，发货单，自定义模块，备注和活动 | ALL - 完全访问记录 READ - 获取模块中的记录 |
示例请求
curl "https://www.zohoapis.com.cn/crm/v2/Leads/410888000000698006/actions/blueprint"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf" 示例响应
{
"blueprint": {
"process_info": {
"field_id": "1000000000589",
"is_continuous": false,
"api_name": "Rating",
"continuous": false,
"field_label": "Rating",
"name": "test accout",
"column_name": "RATING",
"field_value": "Acquired",
"id": "1000000033119",
"field_name": "Rating"
},
"transitions": [
{
"next_transitions": [],
"percent_partial_save": 83.33333333333334,
"data": {
"Attachments": null
},
"next_field_value": "Market Failed",
"name": "22",
"criteria_matched": true,
"id": "1000000033019",
"fields": [
{
"display_label": "Attachments",
"_type": "related_lists",
"data_type": "Attachment",
"column_name": null,
"personality_name": "ATTACHMENTSPERSONALITY",
"id": "0",
"transition_sequence": 2,
"mandatory": true,
"layouts": null
}
],
"criteria_message": null
},
{
"next_transitions": [],
"percent_partial_save": 83.33333333333334,
"data": {
"Phone": "111111111",
"Account_Name": "partial test account",
"Parent_Account": null
},
"next_field_value": "ShutDown",
"name": "33",
"criteria_matched": true,
"id": "1000000033137",
"fields": [
{
"webhook": true,
"json_type": "string",
"crypt": null,
"field_label": "Account Name",
"tooltip": null,
"created_source": "default",
"layouts": {
"name": "Standard",
"id": "1000000000163"
},
"content": "partial test account",
"display_label": "Account Name",
"read_only": false,
"currency": {},
"id": "1000000000591",
"custom_field": false,
"lookup": {},
"visible": true,
"length": 200,
"column_name": "ACCOUNTNAME",
"_type": "fields",
"view_type": {
"view": true,
"edit": true,
"quick_create": true,
"create": true
},
"transition_sequence": 3,
"api_name": "Account_Name",
"unique": {},
"data_type": "text",
"formula": {},
"decimal_place": null,
"pick_list_values": [],
"multiselectlookup": {},
"auto_number": {}
},
{
"webhook": true,
"json_type": "string",
"crypt": null,
"field_label": "Phone",
"tooltip": null,
"created_source": "default",
"layouts": {
"name": "Standard",
"id": "1000000000163"
},
"content": "111111111",
"display_label": "Phone",
"read_only": false,
"currency": {},
"id": "1000000000593",
"custom_field": false,
"lookup": {},
"visible": true,
"length": 30,
"column_name": "PHONE",
"_type": "fields",
"view_type": {
"view": true,
"edit": true,
"quick_create": true,
"create": true
},
"transition_sequence": 4,
"api_name": "Phone",
"unique": {},
"data_type": "phone",
"formula": {},
"decimal_place": null,
"pick_list_values": [],
"multiselectlookup": {},
"auto_number": {}
},
{
"webhook": true,
"json_type": "jsonobject",
"crypt": null,
"field_label": "Parent Account",
"tooltip": null,
"created_source": "default",
"layouts": {
"name": "Standard",
"id": "1000000000163"
},
"content": null,
"display_label": "Parent Account",
"read_only": false,
"currency": {},
"id": "1000000000597",
"custom_field": false,
"lookup": {
"display_label": "Member Accounts",
"api_name": "Child_Accounts",
"module": "Accounts",
"id": "1000000004001"
},
"visible": true,
"length": 120,
"column_name": "PARENTACCOUNTID",
"_type": "fields",
"view_type": {
"view": true,
"edit": true,
"quick_create": false,
"create": true
},
"transition_sequence": 5,
"api_name": "Parent_Account",
"unique": {},
"data_type": "lookup",
"formula": {},
"decimal_place": null,
"pick_list_values": [],
"multiselectlookup": {},
"auto_number": {}
}
],
"criteria_message": null
}
]
}
}