Lookup Relationships
A lookup relationship field is a custom field whose type
is "lookup". This type of custom field gives you the ability to create a relationship from a source object to a target object. One example is a ticket lookup field called "Success Manager" that references a user. The source object is a ticket and the target object is a user. To learn more, see Using lookup relationship fields in Zendesk help.
You can create definitions
that specify what type of objects will show up in the autocomplete endpoints when populating the field. The filter is not used to validate the relationship; it's used as a convenience to filter the target records that you want to see. For example, if your field was "Success Manager", you could define a filter that says "only show users who are agents".
Setting lookup field values
- To set by id, provide the target record's id. Example:
"my_lookup_field": "123"
. - To set by external id, provide an external id prefixed with the string
external_id:
. Example:"my_lookup_field": "external_id:ABCDE"
. Note: The external id is used to retrieve the target record and then the id is stored as the lookup field value.
Creating lookup relationship fields
Use the following endpoints to create lookup relationship fields for tickets, users, and organizations:
Set the following properties to create a lookup relationship field:
type
(required) - Must be "lookup"relationship_target_type
(required) - The object type that you want to store. One of "zen:user", "zen:ticket", "zen:organization", or "zen:custom_object:CUSTOM_OBJECT_KEY". For example "zen:user" will list user records or "zen:custom_object:apartment" will list apartment records. You can't change the value of this property after creating the fieldrelationship_filter
(optional) - A condition that defines a subset of records as the options in your lookup relationship field. See Filtering the field's options in Zendesk help and Conditions reference
Using cURL
The following example creates a lookup relationship ticket field that references users.
curl https://{subdomain}.zendesk.com/api/v2/ticket_fields.json \
--data-raw '{
"ticket_field": {
"type": "lookup",
"title": "Success Manager",
"relationship_target_type": "zen:user",
"relationship_filter": {
"all":[
{"field":"role","operator":"is","value":"Agent"}
]
}
}
}'
-H "Content-Type: application/json" -X POST \
-v -u {email_address}/token:{api_token}
Get sources by target
GET /api/v2/{target_type}/{target_id}/relationship_fields/{field_id}/{source_type}
Returns a list of source objects whose values are populated with the id of a related target object. For example,
if you have a lookup field called "Success Manager" on a ticket, this endpoint can answer the question,
"What tickets (sources) is this user (found by target_type
and target_id
)
assigned as the 'Success Manager' (field referenced by field_id
)?"
Allowed For
- Agents
Pagination
- Cursor pagination (recommended)
- Offset pagination
See Pagination.
Parameters
Name | Type | In | Required | Description |
---|---|---|---|---|
field_id | integer | Path | true | The id of the lookup relationship field |
source_type | string | Path | true | The type of object the relationship field belongs to (example. ticket field belongs to a ticket object). The options are "zen:user", "zen:ticket", "zen:organization", and "zen:custom_object:CUSTOM_OBJECT_KEY" |
target_id | integer | Path | true | The id of the object the relationship field is targeting |
target_type | string | Path | true | The type of object the relationship field is targeting. The options are "zen:user", "zen:ticket", "zen:organization", and "zen:custom_object:CUSTOM_OBJECT_KEY" |
Code Samples
cURL
# Find users whose lookup relationship field of id `456` refer to ticket with id `1234`
curl https://{subdomain}.zendesk.com/api/v2/zen:ticket/1234/relationship_fields/456/zen:user.json \
-u {email_address}/token:{api_token}
Go
import (
"fmt"
"io"
"net/http"
)
func main() {
url := "https://example.zendesk.com/api/v2/zen:custom_object:apartment/1234/relationship_fields/1234/zen:custom_object:apartment"
method := "GET"
req, err := http.NewRequest(method, url, nil)
if err != nil {
fmt.Println(err)
return
}
req.Header.Add("Content-Type", "application/json")
req.Header.Add("Authorization", "Basic <auth-value>") // Base64 encoded "{email_address}/token:{api_token}"
client := &http.Client {}
res, err := client.Do(req)
if err != nil {
fmt.Println(err)
return
}
defer res.Body.Close()
body, err := io.ReadAll(res.Body)
if err != nil {
fmt.Println(err)
return
}
fmt.Println(string(body))
}
Java
import com.squareup.okhttp.*;
OkHttpClient client = new OkHttpClient();
HttpUrl.Builder urlBuilder = HttpUrl.parse("https://example.zendesk.com/api/v2/zen:custom_object:apartment/1234/relationship_fields/1234/zen:custom_object:apartment")
.newBuilder();
String userCredentials = "your_email_address" + "/token:" + "your_api_token";
String basicAuth = "Basic " + java.util.Base64.getEncoder().encodeToString(userCredentials.getBytes());
Request request = new Request.Builder()
.url(urlBuilder.build())
.method("GET", null)
.addHeader("Content-Type", "application/json")
.addHeader("Authorization", basicAuth)
.build();
Response response = client.newCall(request).execute();
Nodejs
var axios = require('axios');
var config = {
method: 'GET',
url: 'https://example.zendesk.com/api/v2/zen:custom_object:apartment/1234/relationship_fields/1234/zen:custom_object:apartment',
headers: {
'Content-Type': 'application/json',
'Authorization': 'Basic <auth-value>', // Base64 encoded "{email_address}/token:{api_token}"
},
};
axios(config)
.then(function (response) {
console.log(JSON.stringify(response.data));
})
.catch(function (error) {
console.log(error);
});
Python
import requests
from requests.auth import HTTPBasicAuth
url = "https://example.zendesk.com/api/v2/zen:custom_object:apartment/1234/relationship_fields/1234/zen:custom_object:apartment"
headers = {
"Content-Type": "application/json",
}
email_address = 'your_email_address'
api_token = 'your_api_token'
# Use basic authentication
auth = HTTPBasicAuth(f'{email_address}/token', api_token)
response = requests.request(
"GET",
url,
auth=auth,
headers=headers
)
print(response.text)
Ruby
require "net/http"
require "base64"
uri = URI("https://example.zendesk.com/api/v2/zen:custom_object:apartment/1234/relationship_fields/1234/zen:custom_object:apartment")
request = Net::HTTP::Get.new(uri, "Content-Type": "application/json")
email = "your_email_address"
api_token = "your_api_token"
credentials = "#{email}/token:#{api_token}"
encoded_credentials = Base64.strict_encode64(credentials)
request["Authorization"] = "Basic #{encoded_credentials}"
response = Net::HTTP.start uri.hostname, uri.port, use_ssl: true do |http|
http.request(request)
end
Example response(s)
200 OK
// Status 200 OK
{
"users": [
{
"id": 223443,
"name": "Johnny Agent"
},
{
"id": 8678530,
"name": "James A. Rosen"
}
]
}
Filter Definitions
GET /api/v2/relationships/definitions/{target_type}
Returns filter definitions based on the given target type. Target types
include users (zen:user), tickets (zen:ticket), organizations (zen:organization), or custom objects (zen:custom_object:CUSTOM_OBJECT_KEY).
The returned filter definitions are the options that you can use to build a custom field or ticket field's
relationship_filter
.
Parameters
Name | Type | In | Required | Description |
---|---|---|---|---|
source_type | string | Query | false | The source type for which you would like to see filter definitions. The options are "zen:user", "zen:ticket", and "zen:organization" |
target_type | string | Path | true | The target type for which you would like to see filter definitions. The options are "zen:user", "zen:ticket", "zen:organization", and "zen:custom_object:CUSTOM_OBJECT_KEY" |
Code Samples
cURL
curl https://{subdomain}.zendesk.com/api/v2/relationships/definitions/zen:ticket.json \
-G --data-urlencode "source_type=zen:user" \
-u {email_address}/token:{api_token}
Go
import (
"fmt"
"io"
"net/http"
)
func main() {
url := "https://example.zendesk.com/api/v2/relationships/definitions/zen:custom_object:apartment?source_type=zen%3Auser"
method := "GET"
req, err := http.NewRequest(method, url, nil)
if err != nil {
fmt.Println(err)
return
}
req.Header.Add("Content-Type", "application/json")
req.Header.Add("Authorization", "Basic <auth-value>") // Base64 encoded "{email_address}/token:{api_token}"
client := &http.Client {}
res, err := client.Do(req)
if err != nil {
fmt.Println(err)
return
}
defer res.Body.Close()
body, err := io.ReadAll(res.Body)
if err != nil {
fmt.Println(err)
return
}
fmt.Println(string(body))
}
Java
import com.squareup.okhttp.*;
OkHttpClient client = new OkHttpClient();
HttpUrl.Builder urlBuilder = HttpUrl.parse("https://example.zendesk.com/api/v2/relationships/definitions/zen:custom_object:apartment")
.newBuilder()
.addQueryParameter("source_type", "zen:user");
String userCredentials = "your_email_address" + "/token:" + "your_api_token";
String basicAuth = "Basic " + java.util.Base64.getEncoder().encodeToString(userCredentials.getBytes());
Request request = new Request.Builder()
.url(urlBuilder.build())
.method("GET", null)
.addHeader("Content-Type", "application/json")
.addHeader("Authorization", basicAuth)
.build();
Response response = client.newCall(request).execute();
Nodejs
var axios = require('axios');
var config = {
method: 'GET',
url: 'https://example.zendesk.com/api/v2/relationships/definitions/zen:custom_object:apartment',
headers: {
'Content-Type': 'application/json',
'Authorization': 'Basic <auth-value>', // Base64 encoded "{email_address}/token:{api_token}"
},
params: {
'source_type': 'zen%3Auser',
},
};
axios(config)
.then(function (response) {
console.log(JSON.stringify(response.data));
})
.catch(function (error) {
console.log(error);
});
Python
import requests
from requests.auth import HTTPBasicAuth
url = "https://example.zendesk.com/api/v2/relationships/definitions/zen:custom_object:apartment?source_type=zen%3Auser"
headers = {
"Content-Type": "application/json",
}
email_address = 'your_email_address'
api_token = 'your_api_token'
# Use basic authentication
auth = HTTPBasicAuth(f'{email_address}/token', api_token)
response = requests.request(
"GET",
url,
auth=auth,
headers=headers
)
print(response.text)
Ruby
require "net/http"
require "base64"
uri = URI("https://example.zendesk.com/api/v2/relationships/definitions/zen:custom_object:apartment")
uri.query = URI.encode_www_form("source_type": "zen:user")
request = Net::HTTP::Get.new(uri, "Content-Type": "application/json")
email = "your_email_address"
api_token = "your_api_token"
credentials = "#{email}/token:#{api_token}"
encoded_credentials = Base64.strict_encode64(credentials)
request["Authorization"] = "Basic #{encoded_credentials}"
response = Net::HTTP.start uri.hostname, uri.port, use_ssl: true do |http|
http.request(request)
end
Example response(s)
200 OK
// Status 200 OK
{
"definitions": {
"conditions_all": [
{
"group": "ticket",
"nullable": false,
"operators": [
{
"terminal": false,
"title": "Is",
"value": "is"
},
{
"terminal": false,
"title": "Is not",
"value": "is_not"
},
{
"terminal": false,
"title": "Less than",
"value": "less_than"
},
{
"terminal": false,
"title": "Greater than",
"value": "greater_than"
},
{
"terminal": true,
"title": "Changed",
"value": "changed"
},
{
"terminal": false,
"title": "Changed to",
"value": "value"
},
{
"terminal": false,
"title": "Changed from",
"value": "value_previous"
},
{
"terminal": true,
"title": "Not changed",
"value": "not_changed"
},
{
"terminal": false,
"title": "Not changed to",
"value": "not_value"
},
{
"terminal": false,
"title": "Not changed from",
"value": "not_value_previous"
}
],
"repeatable": false,
"subject": "status",
"title": "Status",
"type": "list",
"values": [
{
"enabled": true,
"title": "New",
"value": "new"
},
{
"enabled": true,
"title": "Open",
"value": "open"
},
{
"enabled": true,
"title": "Pending",
"value": "pending"
},
{
"enabled": true,
"title": "Solved",
"value": "solved"
},
{
"enabled": true,
"title": "Closed",
"value": "closed"
}
]
}
],
"conditions_any": [
{
"group": "ticket",
"nullable": true,
"operators": [
{
"terminal": true,
"title": "Present",
"value": "present"
},
{
"terminal": true,
"title": "Not present",
"value": "not_present"
}
],
"repeatable": false,
"subject": "custom_fields_20513432",
"title": "Happy Gilmore",
"type": "list"
},
{
"group": "ticket",
"nullable": true,
"operators": [
{
"terminal": true,
"title": "Present",
"value": "present"
},
{
"terminal": true,
"title": "Not present",
"value": "not_present"
}
],
"repeatable": false,
"subject": "custom_fields_86492341",
"title": "total_time_field",
"type": "list"
}
]
}
}