## Zoho Inventory Documentation Index

Access the complete documentation index at:
https://www.zoho.com/es-mx/inventory/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Related Lists

The **Related Lists** feature allows you to fetch data from third-party services and view them within Zoho Inventory. This comes in handy when you want to cross-reference data from different entities.

Related lists can be created for the following modules in Zoho Inventory: Customers and Vendors, Items, Sales Orders, Invoices, Credit Notes, Purchase Orders, and Bills.

**Note:** This feature is available only for [selective pricing plans](/inventory/pricing-comparison/).

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### Create Related List

There are two ways to create a related list:

#### By creating a lookup custom field 

The lookup custom field allows you to pull data from one module and access it inside another module in Zoho Inventory. When you create a lookup field in one module, its associated details will be available as a related list in the other module.  

**Scenario:** Patricia wants to track the efficiency of users in her organization. So, she decides to track the sales orders they create for customers. For this, she creates a Lookup custom field in the Sales Orders module and for the module whose data she wants to access (in this case, Users).

Learn more about the [lookup custom field](/es-mx/inventory/help/settings/preferences.html#lookup).

#### By writing a deluge script

With deluge scripts, you can connect Zoho Inventory with other third-party services to access their data.

**Scenario:** Consider a firm that uses Zoho Inventory for their order management needs and Zoho Desk to address their customer queries. Now, the admin writes and executes a deluge script to fetch the customer happiness rating from Zoho Desk and show the consolidated data in a tabular form under each customer in Zoho Inventory.

To create a related list using deluge:

*   Go to **Settings** > **Preferences**.
*   Go to the module for which you wish to create a related list. In this case, Customers and Vendors.
*   Navigate to the **Related Lists** tab.
*   Click the **New** button, and select **New Related List**.
*   Enter a suitable title for the related list, and choose which users can see this list.
*   Write a deluge script to fetch data from the connected third-party service. In this case, from Zoho Desk.

**Pro Tip:** Learn how you can link third-party services with Zoho Inventory using [Connections](/es-mx/inventory/help/settings/connections.html).

![New related list](/inventory/help/images/settings/rl-new.png)

##### Sample code

This will be the deluge code written in Zoho Inventory used to access customer details in Zoho Desk.

```
searchMap = Map();
searchMap.put('fullName', customer.get("contact_name"));
searchMap.put('orgId', XXXXX); //Zoho desk orgId

searchList = invokeurl
[
  url : "https://desk.zoho.com/api/v1/contacts/search"
  type : GET
  parameters: searchMap
  connection: "zohodesk"
];

contacts = searchList.get('data').toList();
contact = contacts.get('0');
contactId = contact.get('id');

paramsMap = Map();
paramsMap.put('orgId', XXXXX);
paramsMap.put('include','owner');

contactInfo = invokeurl
[
  url : "https://desk.zoho.com/api/v1/contacts/" + contactId
  type : GET
  parameters: paramsMap
  connection: "zohodesk"
];

owner = contactInfo.get('owner');
happiness = contactInfo.get('customerHappiness');

headerData = List();
headerData.add({"key":"owner_name", "value":"Owner Name"});
headerData.add({"key":"good_percent", "value":"Good Percentage"});
headerData.add({"key":"bad_percent", "value":"Bad Percentage"});
headerData.add({"key":"desk_url", "value":"Desk Url"});

details = Map();
details.put("owner_name", owner.get('firstName') + owner.get('lastName'));
details.put("good_percent", happiness.get('goodPercentage'));
details.put("bad_percent", happiness.get('badPercentage'));
details.put("desk_url", {"value":contact.get('lastName'), "isExternal":true, "link":contactInfo.get('webUrl')});

listData = List();
listData.add(details);

resultMap = Map();
resultMap.put("header_context", headerData);
resultMap.put("data", listData);
return resultMap;
```

*   Click **Save** or **Save and Execute** to run the script.

The result will be displayed in a tabular form within the respective modules for which you’ve created a related list.

![New related list](/inventory/help/images/settings/rl-result.png)

**Note:**

*   Up to **10 related lists** can be created for a module.
*   The deluge script must return a map that contains ‘header\_context’ and ‘data’ in the following format:

```

{
 header_context: [
  {
   key: 'customer_name',
   value: 'Customer Name'
  },
  {
   key: 'invoice_number',
   value: 'Invoice Number
  }
 ],
 data: [
  {
   customer_name: <customer_name>,
   invoice_number: <invoice_number>
  }
 ]
}
```

There are two ways to specify the value of the data node:

1.  To display a customer name as a string:

```

customer_name: <customer_name>
```

2.  To display a customer name as a hyperlink:

```

customer_name: {
 "value": <customer_name>,
 "isExternal":true, // To open the link in separate tab.
 "link": <web_url_path>
}
```

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### Edit Related List

To edit a related list:

*   Go to **Settings** > **Preferences**.
*   Select the module which has the related list you wish to edit.
*   Click the **Related Lists** tab.
*   Select the related list or hover over the related list and click **Edit**.
*   Make the desired changes.
*   Click **Save** or **Execute**.

![Delete related list](/inventory/help/images/settings/rl-edit.png)

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### Delete Related List

To delete a related list:

*   Go to **Settings** > **Preferences**.
*   Select the module which has the related list you wish to delete.
*   Click the **Related Lists** tab.
*   Hover over the list that you wish to delete.
*   Click the down arrow icon and click **Delete**.

![Delete related list](/inventory/help/images/settings/rl-edit.png)

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