NEW! How to Use Queries in Zoho CRM | No Code

[@sandeepsingla3212]

❤ love zenatta videos

[@crazyjanpol]

I love Zenatta videos

[@getuslocal6226]

Awesome vid. You should do one with the API Endpoint :)

[@PhilSimAU]

So its not clear to me, how you filter based on the current record. I've set up a query and it pulls in all of the records. Having looked into it a bit more in the help, it seems to indicate you use the criteria you have to use the dynamic value and put a field value. When a create a variable I get another pops up asking me to put in a value for the variable? In your video, the query just seems to automatically filter.

[@Zenatta]

Hi Phil! It should filter for whichever current record you open up based on the module you've added to the "Related Module" field when configuring the Query. So, in my example, it will filter for the Account record you open to show only Quotes related to that Account.