Get layouts metadata
Retrieve the metadata of layouts associated with a module.
Request URL
For layouts metadata asssociated with a module, use
{api-domain}/bigin/v2/settings/layouts?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.layouts.READ
- ZohoBigin.settings.layouts.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 |
Sample request
Copiedcurl "https://www.zohoapis.com/bigin/v2/settings/layouts?module=Pipelines" \
-X GET \
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"Copiedresponse = invokeurl
[
url: "https://www.zohoapis.com/bigin/v2/settings/layouts?module=Pipelines"
type: GET
connection:"connection_link_name"
];
info response;Response object
The response object contains the following details:
has_more_profiles boolean
Has the value true if there are additional profiles available for a module or the value false if there no additional profiles for a module.
created_time datetime
Indicates the date and time (ISO8601) when the current layout was created.
visible boolean
Has the value true if the module is visible to the current user's profile or the value false if the module is not visible.
created_for string
Indicates the purpose for which the layout was created.
profiles jsonarray
Lists various profiles associated with the layout.
source string
Contains the details of the layout's origin.
created_by jsonobject
Indicates the details of the user who created the layout.
sections jsonarray
Lists the sections within the layout.
display_label string
The label or name of the section, e.g., "Pipeline Image."
sequence_number integer
Indicates the order of appearance of the section using a numeric value.
isSubformSection boolean
Indicates if the section is a subform section or not.
tab_traversal integer
Indicates the tab traversal order of the section using a numeric value.
api_name string
The API name of the section.
column_count integer
The number of columns in the section layout.
name string
The name of the section, e.g., "Record Image."
generated_type string
Indicates the details about how the section is generated.
id string
The unique identifier of the section.
type string
Indicates the type of section, e.g., "used."
fields jsonarray
Lists the fields available within the section.
properties jsonobject
Contains additional properties or metadata for the section.
display_label string
The display label or name assigned to the layout.
show_business_card boolean
Indicates whether the layout is displayed in business cards.
actions_allowed jsonobject
Contains the details about the actions that are allowed in the layout.
modified_time datetime
Indicates the date and time (ISO8601) when the layout was last modified.
name string
The name or identifier of the layout.
modified_by jsonobject
Indicates the details of the user who modified the layout.
generated_type string
Indicates the generated type for the layout.
id string
The unique identifier of the layout.
status string
Indicates the details about the status of the layout.
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:
- REQUIRED_PARAM_MISSINGHTTP 400
Bad Request
Resolution: You have not specified the mandatory parameter. Refer to parameters section above. - 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. - INVALID_URL_PATTERNHTTP 404
Please check if the URL trying to access is a correct one
Resolution: The request URL specified is incorrect. Specify a valid request URL. Refer to request URL section above. - OAUTH_SCOPE_MISMATCHHTTP 401
Unauthorized
Resolution: Client does not have ZohoBigin.settings.layouts.READ scope. Create a new client with valid scope. Refer to scope section above. - NO_PERMISSIONHTTP 403
Permission denied to read
Resolution: The user does not have permission to read layouts data. Contact your system administrator. - INTERNAL_ERRORHTTP 500
Internal Server Error
Resolution: Unexpected and unhandled exception in Server. Contact support team. - INVALID_REQUEST_METHODHTTP 400
The http request method type is not a valid one
Resolution: You have specified an invalid HTTP method to access the API URL. Specify a valid request method. Refer to endpoints section above. - AUTHORIZATION_FAILEDHTTP 400
User does not have sufficient privilege to read layouts data
Resolution: The user does not have the permission to retrieve layouts data. Contact your system administrator.
Sample response
Copied{
"layouts": [
{
"has_more_profiles": false,
"created_time": null,
"visible": true,
"created_for": null,
"profiles": [
{
"_default_assignment_view": {
"name": "Sales - Marketing",
"id": "2034020000000095023",
"type": "layout"
},
"default": false,
"name": "Administrator",
"id": "2034020000000015972",
"_default_view": {
"name": "Sales - Marketing",
"id": "2034020000000095023",
"type": "layout"
}
}
],
"source": "crm",
"created_by": null,
"sections": [
{
"display_label": "Pipeline Image",
"sequence_number": 1,
"isSubformSection": false,
"tab_traversal": 2,
"api_name": "Pipeline Image",
"column_count": 1,
"name": "Record Image",
"generated_type": "default",
"id": "2034020000000266019",
"type": "used",
"fields": [],
"properties": null
},
{
"display_label": "Potential Information",
"sequence_number": 2,
"isSubformSection": false,
"tab_traversal": 2,
"api_name": "Deal Information",
"column_count": 1,
"name": "Potential Information",
"generated_type": "default",
"id": "2034020000000266016",
"type": "used",
"fields": [
{
"webhook": true,
"colour_code_enabled_by_system": false,
"field_label": "Potential Owner",
"tooltip": null,
"type": "used",
"field_read_only": true,
"required": false,
"display_label": "Potential Owner",
"read_only": false,
"association_details": null,
"businesscard_supported": true,
"multi_module_lookup": {},
"id": "2034020000000000515",
"created_time": null,
"filterable": true,
"visible": true,
"profiles": [
{
"permission_type": "read_write",
"name": "Administrator",
"id": "2034020000000015972"
},
{
"permission_type": "read_write",
"name": "Standard",
"id": "2034020000000015975"
}
],
"view_type": {
"view": true,
"edit": true,
"quick_create": false,
"create": true
},
"subform": null,
"separator": false,
"searchable": true,
"external": null,
"api_name": "Owner",
"unique": {},
"enable_colour_code": false,
"pick_list_values": [],
"system_mandatory": false,
"virtual_field": false,
"json_type": "jsonobject",
"crypt": null,
"created_source": "default",
"display_type": -1,
"ui_type": 8,
"validation_rule": null,
"modified_time": "2023-05-10T19:18:13+05:30",
"section_id": 1,
"email_parser": {
"fields_update_supported": false,
"record_operations_supported": false
},
"currency": {},
"custom_field": false,
"lookup": {},
"length": 120,
"display_field": false,
"pick_list_values_sorted_lexically": false,
"default_value": null,
"sortable": true,
"sequence_number": 1,
"global_picklist": null,
"history_tracking": null,
"data_type": "ownerlookup",
"formula": {},
"decimal_place": null,
"mass_update": false,
"multiselectlookup": {},
"auto_number": {}
},
{
"webhook": true,
"colour_code_enabled_by_system": false,
"field_label": "Potential Name",
"tooltip": null,
"type": "used",
"field_read_only": false,
"required": true,
"display_label": "Potential Name",
"read_only": false,
"association_details": null,
"businesscard_supported": false,
"multi_module_lookup": {},
"id": "2034020000000000519",
"created_time": null,
"filterable": true,
"visible": true,
"profiles": [
{
"permission_type": "read_write",
"name": "Administrator",
"id": "2034020000000015972"
},
{
"permission_type": "read_write",
"name": "Standard",
"id": "2034020000000015975"
}
],
"view_type": {
"view": true,
"edit": true,
"quick_create": true,
"create": true
},
"subform": null,
"separator": false,
"searchable": true,
"external": null,
"api_name": "Deal_Name",
"unique": {},
"enable_colour_code": false,
"pick_list_values": [],
"system_mandatory": true,
"virtual_field": false,
"json_type": "string",
"crypt": null,
"created_source": "default",
"display_type": -1,
"ui_type": 1,
"validation_rule": null,
"modified_time": "2023-05-10T19:18:13+05:30",
"section_id": 1,
"quick_sequence_number": "2",
"email_parser": {
"fields_update_supported": true,
"record_operations_supported": true
},
"currency": {},
"custom_field": false,
"lookup": {},
"length": 120,
"display_field": true,
"pick_list_values_sorted_lexically": false,
"default_value": null,
"sortable": true,
"sequence_number": 2,
"global_picklist": null,
"history_tracking": null,
"data_type": "text",
"formula": {},
"decimal_place": null,
"mass_update": true,
"multiselectlookup": {},
"auto_number": {}
},
{
"webhook": true,
"colour_code_enabled_by_system": false,
"field_label": "ignite.subpipeline.name",
"tooltip": null,
"type": "used",
"field_read_only": false,
"required": true,
"display_label": "Sub-Pipeline",
"read_only": false,
"association_details": null,
"businesscard_supported": true,
"multi_module_lookup": {},
"id": "2034020000000236001",
"created_time": null,
"filterable": true,
"visible": true,
"profiles": [
{
"permission_type": "read_write",
"name": "Administrator",
"id": "2034020000000015972"
},
{
"permission_type": "read_write",
"name": "Standard",
"id": "2034020000000015975"
}
],
"view_type": {
"view": true,
"edit": true,
"quick_create": true,
"create": true
},
"subform": null,
"separator": false,
"searchable": true,
"external": null,
"api_name": "Sub_Pipeline",
"unique": {},
"enable_colour_code": false,
"pick_list_values": [
{
"display_value": "Sales Pipeline Standard",
"sequence_number": 1,
"maps": [
{
"api_name": "Stage",
"pick_list_values": [
{
"display_value": "Qualification",
"colour_code": null,
"actual_value": "Qualification",
"id": "2034020000000007104"
},
{
"display_value": "Needs Analysis",
"colour_code": null,
"actual_value": "Needs Analysis",
"id": "2034020000000007106"
},
{
"display_value": "Proposal/Price Quote",
"colour_code": null,
"actual_value": "Proposal/Price Quote",
"id": "2034020000000007112"
},
{
"display_value": "Negotiation/Review",
"colour_code": null,
"actual_value": "Negotiation/Review",
"id": "2034020000000007114"
},
{
"display_value": "Closed Won",
"colour_code": null,
"actual_value": "Closed Won",
"id": "2034020000000007116"
},
{
"display_value": "Closed Lost",
"colour_code": null,
"actual_value": "Closed Lost",
"id": "2034020000000007118"
}
]
}
],
"colour_code": null,
"actual_value": "Sales Pipeline Standard",
"id": "2034020000000459501",
"type": "used"
},
{
"display_value": "Marketing",
"sequence_number": 2,
"maps": [
{
"api_name": "Stage",
"pick_list_values": [
{
"display_value": "Market Research",
"colour_code": null,
"actual_value": "Market Research",
"id": "2034020000000464292"
},
{
"display_value": "Campaign Planning",
"colour_code": null,
"actual_value": "Campaign Planning",
"id": "2034020000000464293"
},
{
"display_value": "Execution and Analysis",
"colour_code": null,
"actual_value": "Execution and Analysis",
"id": "2034020000000464294"
},
{
"display_value": "Closed Won",
"colour_code": null,
"actual_value": "Closed Won",
"id": "2034020000000007116"
},
{
"display_value": "Closed Lost",
"colour_code": null,
"actual_value": "Closed Lost",
"id": "2034020000000007118"
}
]
}
],
"colour_code": null,
"actual_value": "Marketing",
"id": "2034020000000464305",
"type": "used"
}
],
"system_mandatory": true,
"virtual_field": false,
"json_type": "string",
"crypt": null,
"created_source": "default",
"display_type": -1,
"ui_type": 2,
"validation_rule": null,
"modified_time": null,
"section_id": 1,
"quick_sequence_number": "6",
"email_parser": {
"fields_update_supported": true,
"record_operations_supported": true
},
"currency": {},
"custom_field": false,
"lookup": {},
"length": 120,
"display_field": false,
"pick_list_values_sorted_lexically": false,
"default_value": "Sales Pipeline Standard",
"sortable": true,
"sequence_number": 6,
"global_picklist": null,
"history_tracking": null,
"data_type": "picklist",
"formula": {},
"decimal_place": null,
"mass_update": true,
"blueprint_supported": false,
"multiselectlookup": {},
"auto_number": {}
},
{
"webhook": true,
"colour_code_enabled_by_system": false,
"field_label": "Stage",
"tooltip": null,
"type": "used",
"field_read_only": false,
"required": true,
"display_label": "Stage",
"read_only": false,
"association_details": null,
"businesscard_supported": true,
"multi_module_lookup": {},
"id": "2034020000000000525",
"created_time": null,
"filterable": true,
"visible": true,
"profiles": [
{
"permission_type": "read_write",
"name": "Administrator",
"id": "2034020000000015972"
},
{
"permission_type": "read_write",
"name": "Standard",
"id": "2034020000000015975"
}
],
"view_type": {
"view": true,
"edit": true,
"quick_create": true,
"create": true
},
"subform": null,
"separator": false,
"searchable": true,
"external": null,
"api_name": "Stage",
"unique": {},
"enable_colour_code": false,
"pick_list_values": [
{
"display_value": "Qualification",
"sequence_number": 1,
"deal_category": "Open",
"maps": [],
"probability": 66,
"forecast_category": {
"name": "Pipeline",
"id": "2034020000000007092"
},
"actual_value": "Qualification",
"id": "2034020000000007104",
"forecast_type": "Open"
},
{
"display_value": "Needs Analysis",
"sequence_number": 2,
"deal_category": "Open",
"maps": [],
"probability": 66,
"forecast_category": {
"name": "Pipeline",
"id": "2034020000000007092"
},
"actual_value": "Needs Analysis",
"id": "2034020000000007106",
"forecast_type": "Open"
},
{
"display_value": "Proposal/Price Quote",
"sequence_number": 3,
"deal_category": "Open",
"maps": [],
"probability": 36,
"forecast_category": {
"name": "Pipeline",
"id": "2034020000000007092"
},
"actual_value": "Proposal/Price Quote",
"id": "2034020000000007112",
"forecast_type": "Open"
},
{
"display_value": "Negotiation/Review",
"sequence_number": 4,
"deal_category": "Open",
"maps": [],
"probability": 48,
"forecast_category": {
"name": "Pipeline",
"id": "2034020000000007092"
},
"actual_value": "Negotiation/Review",
"id": "2034020000000007114",
"forecast_type": "Open"
},
{
"display_value": "Market Research",
"sequence_number": 5,
"deal_category": "Open",
"maps": [],
"probability": 72,
"forecast_category": {
"name": "Pipeline",
"id": "2034020000000007092"
},
"actual_value": "Market Research",
"id": "2034020000000464292",
"forecast_type": "Open"
},
{
"display_value": "Campaign Planning",
"sequence_number": 6,
"deal_category": "Open",
"maps": [],
"probability": 72,
"forecast_category": {
"name": "Pipeline",
"id": "2034020000000007092"
},
"actual_value": "Campaign Planning",
"id": "2034020000000464293",
"forecast_type": "Open"
},
{
"display_value": "Execution and Analysis",
"sequence_number": 7,
"deal_category": "Open",
"maps": [],
"probability": 84,
"forecast_category": {
"name": "Pipeline",
"id": "2034020000000007092"
},
"actual_value": "Execution and Analysis",
"id": "2034020000000464294",
"forecast_type": "Open"
},
{
"display_value": "Closed Won",
"sequence_number": 8,
"deal_category": "Closed Won",
"maps": [],
"probability": 100,
"forecast_category": {
"name": "Closed",
"id": "2034020000000007094"
},
"actual_value": "Closed Won",
"id": "2034020000000007116",
"forecast_type": "Closed Won"
},
{
"display_value": "Closed Lost",
"sequence_number": 9,
"deal_category": "Closed Lost",
"maps": [],
"probability": 0,
"forecast_category": {
"name": "Omitted",
"id": "2034020000000007096"
},
"actual_value": "Closed Lost",
"id": "2034020000000007118",
"forecast_type": "Closed Lost"
}
],
"system_mandatory": true,
"virtual_field": false,
"json_type": "string",
"crypt": null,
"created_source": "default",
"display_type": -1,
"ui_type": 26,
"validation_rule": null,
"modified_time": "2023-05-10T19:18:13+05:30",
"section_id": 1,
"quick_sequence_number": "5",
"email_parser": {
"fields_update_supported": false,
"record_operations_supported": false
},
"currency": {},
"custom_field": false,
"lookup": {},
"length": 120,
"display_field": false,
"pick_list_values_sorted_lexically": false,
"default_value": null,
"sortable": true,
"sequence_number": 8,
"global_picklist": null,
"history_tracking": {
"module": {
"api_name": "DealHistory",
"id": "2034020000000205001"
},
"duration_configured_field": {
"api_name": "Stage_Duration_Calendar_Days",
"id": "2034020000000205009"
}
},
"data_type": "picklist",
"formula": {},
"decimal_place": null,
"mass_update": true,
"blueprint_supported": true,
"multiselectlookup": {},
"auto_number": {}
},
{
"webhook": true,
"colour_code_enabled_by_system": false,
"field_label": "Tag",
"tooltip": null,
"type": "used",
"field_read_only": false,
"required": false,
"display_label": "Tag",
"read_only": false,
"association_details": null,
"businesscard_supported": false,
"multi_module_lookup": {},
"id": "2034020000000138021",
"created_time": null,
"filterable": true,
"visible": true,
"profiles": [
{
"permission_type": "read_write",
"name": "Administrator",
"id": "2034020000000015972"
},
{
"permission_type": "read_write",
"name": "Standard",
"id": "2034020000000015975"
}
],
"view_type": {
"view": true,
"edit": false,
"quick_create": false,
"create": false
},
"subform": null,
"separator": false,
"searchable": true,
"external": null,
"api_name": "Tag",
"unique": {},
"enable_colour_code": false,
"pick_list_values": [],
"system_mandatory": false,
"virtual_field": false,
"json_type": "jsonarray",
"crypt": null,
"created_source": "default",
"display_type": -1,
"ui_type": 209,
"validation_rule": null,
"modified_time": "2023-05-10T11:28:54+05:30",
"section_id": 1,
"email_parser": {
"fields_update_supported": false,
"record_operations_supported": false
},
"currency": {},
"custom_field": false,
"lookup": {},
"length": 2000,
"display_field": false,
"pick_list_values_sorted_lexically": false,
"default_value": null,
"sortable": false,
"sequence_number": 10,
"global_picklist": null,
"history_tracking": null,
"data_type": "text",
"formula": {},
"decimal_place": null,
"mass_update": false,
"multiselectlookup": {},
"auto_number": {}
},
{
"webhook": true,
"colour_code_enabled_by_system": false,
"field_label": "Description",
"tooltip": null,
"type": "used",
"field_read_only": false,
"required": false,
"display_label": "Description",
"read_only": false,
"association_details": null,
"businesscard_supported": true,
"multi_module_lookup": {},
"id": "2034020000000000551",
"created_time": null,
"filterable": false,
"visible": true,
"profiles": [
{
"permission_type": "read_write",
"name": "Administrator",
"id": "2034020000000015972"
},
{
"permission_type": "read_write",
"name": "Standard",
"id": "2034020000000015975"
}
],
"view_type": {
"view": true,
"edit": true,
"quick_create": false,
"create": true
},
"subform": null,
"separator": false,
"searchable": true,
"external": null,
"api_name": "Description",
"unique": {},
"enable_colour_code": false,
"pick_list_values": [],
"system_mandatory": false,
"virtual_field": false,
"json_type": "string",
"crypt": null,
"created_source": "default",
"display_type": -1,
"ui_type": 3,
"validation_rule": null,
"modified_time": "2023-05-10T19:18:13+05:30",
"section_id": 1,
"email_parser": {
"fields_update_supported": false,
"record_operations_supported": true
},
"currency": {},
"custom_field": false,
"lookup": {},
"length": 32000,
"display_field": false,
"pick_list_values_sorted_lexically": false,
"default_value": null,
"sortable": false,
"sequence_number": 11,
"global_picklist": null,
"history_tracking": null,
"data_type": "textarea",
"formula": {},
"decimal_place": null,
"mass_update": false,
"multiselectlookup": {},
"auto_number": {}
},
{
"webhook": true,
"colour_code_enabled_by_system": false,
"field_label": "Created By",
"tooltip": null,
"type": "used",
"field_read_only": false,
"required": false,
"display_label": "Created By",
"read_only": false,
"association_details": null,
"businesscard_supported": true,
"multi_module_lookup": {},
"id": "2034020000000000541",
"created_time": null,
"filterable": true,
"visible": true,
"profiles": [
{
"permission_type": "read_write",
"name": "Administrator",
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