API Sample Code
From SmartWiki
Contents
- 1 Sample Code from JSON API (SmartConnect)
- 2 Deprecated Sample Code from Desktop API
Sample Code from JSON API (SmartConnect)
The following are excerpts from SmartConnect, SmartSimple's RESTful JSON API. To review how the JSON API works in greater detail, and interact with some sample functions and test data, be sure to visit the Interactive Demonstration Page. This webpage is connected to a specific demonstration instance that contains sample data for API testing.
Interactive Demonstration Page
Get a Company Record
Request Code
----------HTTP POST Request----------
Parameters (case sensitive)
url: "/API/1/company/"
*companyid : 825646
*alias : api
*username : smartconnectdemo@smartsimple.com
*password : *****************
apitoken : CllAZXoBSn9PUHNVejJxfUA2D3dEcmNnAjI~
--Begin custom parameter (replace '{parameter}' with actual value)--
recordid : 825646
--End custom parameter--
*Only required if calls are originated from remote server
----------Jquery Ajax Request----------
function api_call() {
request = $.ajax(
{ url: "/API/1/company/",
{type: "POST",
data: {
apitoken: "CllAZXoBSn9PUHNVejJxfUA2D3dEcmNnAjI~",
recordid : 825646
},
dataType: "html"
});
request.done(function( data )
{ //TODO
});
}
Response Code
{
message: {},
records: [
{
sf_Name: "SmartSimple Software Inc",
cf_Mission Statement: "SmartSimple was designed from the start to help organizations connect with their communities and streamline<br />
critical processes. We're able to do this because our products are almost endlessly configurable. Once a system is implemented, <br />
our clients are able to administer their software on their own, with minimal help from us.",
sf_Company ID: "825646",
sf_Address: "111 Peter Street",
sf_Country: "Canada",
cf_EIN Number: null,
sf_Zip / Postal Code: "M5V 2H1",
sf_City: "Toronto"
}
]
}
Get a Contact Record
Request Code
----------HTTP POST Request----------
Parameters (case sensitive)
url: "/API/1/user/"
*companyid : 825646
*alias : api
*username : smartconnectdemo@smartsimple.com
*password : *****************
apitoken : fzJnYl1lakhFcVJnWwF5Y2xEelNDdXVOAgY~
--Begin custom parameter (replace '{parameter}' with actual value)--
recordid : 825646
--End custom parameter--
*Only required if calls are orginated from remote server
----------Jquery Ajax Request----------
function api_call() {
request = $.ajax(
{ url: "/API/1/user/",
{type: "POST",
data: {
apitoken: "fzJnYl1lakhFcVJnWwF5Y2xEelNDdXVOAgY~",
recordid : 825646
},
dataType: "html"
});
request.done(function( data )
{ //TODO
});
}
Get a List of Organizations
Request Code
----------HTTP POST Request----------
Parameters (case sensitive)
url: "/API/1/company/"
*companyid : 825646
*alias : api
*username : smartconnectdemo@smartsimple.com
*password : *****************
apitoken : SnZnAgVGVwpSUERfDVUMVXpGYWViXQFTAgc~
--Begin custom parameter (replace '{parameter}' with actual value)--
criteria : {parameter} //Optional: json array each condition contains nodes "andor", "field", "operator", "value" eg
[{"andor":"and","field":"FIELDNAME","operator":"like","value":"PATTERN"},{"andor":"or","field":"FIELDNAME","operator":"like","value":"PATTERN"}]
sortby : {parameter} //Optional: json array each sort by field contains nodes "field", "direction" eg. [{"field":"FIELDNAME","direction":"asc|desc"}]
getstorevalue : {parameter} //Optional: int type: 0 = no (get display value), 1 = yes (get stored value)
--End custom parameter--
*Only required if calls are orginated from remote server
----------Jquery Ajax Request----------
function api_call() {
request = $.ajax(
{ url: "/API/1/company/",
{type: "POST",
data: {
apitoken: "SnZnAgVGVwpSUERfDVUMVXpGYWViXQFTAgc~"
},
dataType: "html"
});
request.done(function( data )
{ //TODO
});
}
Response Code
{
message: {},
records: [
{
sf_Name: "SmartSimple Software Inc",
cf_Mission Statement: "SmartSimple was designed from the start to help organizations connect with their communities and streamline<br />
critical processes. We're able to do this because our products are almost endlessly configurable. Once a system is implemented, our<br />
clients are able to administer their software on their own, with minimal help from us.",
sf_Company ID: "825646",
sf_Address 2: "Suite 405",
sf_Address: "111 Peter Street",
sf_Country: "Canada",
sf_Zip / Postal Code: "M5V 2H1",
sf_State / Province: "Ontario",
sf_City: "Toronto"
},
{
sf_Name: "Grant Seeking Organizations",
cf_Mission Statement: "",
sf_Company ID: "825805",
sf_Address 2: "",
sf_Address: "4555 Westchester Street",
sf_Country: "United States",
sf_Zip / Postal Code: "",
sf_State / Province: "NY",
sf_City: "New York City"
},
{
sf_Name: "Prospect Heights Educational Campus",
cf_Mission Statement: "",
sf_Company ID: "825806",
sf_Address 2: "",
sf_Address: "5108 4th Ave. At 51st St.",
sf_Country: "--- Select One ---",
sf_Zip / Postal Code: "",
sf_State / Province: "New York",
sf_City: "Brooklyn"
},
{
sf_Name: "Acme Insurance",
cf_Mission Statement: "",
sf_Company ID: "826093",
sf_Address 2: "",
sf_Address: "111 Peter Street, Suite 405",
sf_Country: "--- Select One ---",
sf_Zip / Postal Code: "",
sf_State / Province: "",
sf_City: ""
}
],
header: [
{
id: "sf_Name",
index: "1",
name: "Name",
caption: "Organization Name"
},
{
id: "sf_Address",
index: "2",
name: "Address",
caption: "Address"
},
{
id: "sf_Address 2",
index: "3",
name: "Address 2",
caption: "Address 2"
},
{
id: "sf_City",
index: "4",
name: "City",
caption: "City"
},
{
id: "sf_State / Province",
index: "5",
name: "State / Province",
caption: "State"
},
{
id: "sf_Country",
index: "6",
name: "Country",
caption: "Country"
},
{
id: "sf_Zip / Postal Code",
index: "7",
name: "Zip / Postal Code",
caption: "Zip / Postal Code"
},
{
id: "sf_Company ID",
index: "8",
name: "Company ID",
caption: ""
},
{
id: "cf_1523156",
index: "9",
name: "Mission Statement",
caption: "Mission Statement"
}
]
}
}
Get a List of Contacts
Request Code
----------HTTP POST Request----------
Parameters (case sensitive)
url: "/API/1/user/"
*companyid : 825646
*alias : api
*username : smartconnectdemo@smartsimple.com
*password : *****************
apitoken : TmZ3NmRFdUIBZ1tFFwYeAlB!e3FlV3FjAgMG
--Begin custom parameter (replace '{parameter}' with actual value)--
criteria : {parameter} //Optional: json array each condition contains nodes "andor", "field", "operator", "value" eg
[{"andor":"and","field":"FIELDNAME","operator":"like","value":"PATTERN"},{"andor":"or","field":"FIELDNAME","operator":"like","value":"PATTERN"}]
sortby : {parameter} //Optional: json array each sort by field contains nodes "field", "direction" eg. [{"field":"FIELDNAME","direction":"asc|desc"}]
getstorevalue : {parameter} //Optional: int type: 0 = no (get display value), 1 = yes (get stored value)
--End custom parameter--
*Only required if calls are orginated from remote server
----------Jquery Ajax Request----------
function api_call() {
request = $.ajax(
{ url: "/API/1/user/",
{type: "POST",
data: {
apitoken: "TmZ3NmRFdUIBZ1tFFwYeAlB!e3FlV3FjAgMG"
},
dataType: "html"
});
request.done(function( data )
{ //TODO
});
}
Get a Meta Data from a UTA
Request Code
----------HTTP POST Request----------
Parameters (case sensitive)
url: "/API/1/levelone/"
*companyid : 825646
*alias : api
*username : smartconnectdemo@smartsimple.com
*password : *****************
apitoken : U2N4RwUBTn5XZldZXFdfWX1@C2JAWXVuAjIF
--Begin custom parameter (replace '{parameter}' with actual value)--
--End custom parameter--
*Only required if calls are orginated from remote server
----------Jquery Ajax Request----------
function api_call() {
request = $.ajax(
{ url: "/API/1/levelone/",
{type: "POST",
data: {
apitoken: "U2N4RwUBTn5XZldZXFdfWX1@C2JAWXVuAjIF"
},
dataType: "html"
});
request.done(function( data )
{ //TODO
});
}
Response Code
{
hassubactivity: false,
message: {},
levelonename: "Cases",
levelthreename: "Level 3 Activities",
leveltwoname: "Services",
menuname: "Case Manager",
leveltwo: {
statuses: [
{
description: "",
name: "To be scheduled"
},
{
description: "",
name: "Scheduled"
},
{
description: "",
name: "Application Letter Sent to Insured"
},
{
description: "",
name: "Assessment Plan Received"
},
{
description: "",
name: "Late Cancellation"
},
{
description: "",
name: "Examination Notice Sent to Vendor"
},
{
description: "",
name: "Report Received"
},
{
description: "",
name: "On Hold"
},
{
description: "",
name: "Report Due Today"
},
{
description: "",
name: "No Show"
},
{
description: "",
name: "Completed"
},
{
description: "",
name: "Submitted"
},
{
description: "",
name: "Completed - Billed"
},
{
description: "",
name: "Non-Billable"
}
],
types: [
{
name: "--- Select One ---",
caption: "",
fields: []
},
{
name: "Addendum",
caption: "",
fields: []
},
{
name: "Addendum - In Response to a Sect. 42.1",
caption: "",
fields: []
},
{
name: "Adjuster Approved Service",
caption: "",
fields: []
},
{
name: "Cardiology Assessment",
caption: "",
fields: []
},
{
name: "Chiropractic Assessment",
caption: "",
fields: []
},
{
name: "Dental Assessment",
caption: "",
fields: []
},
{
name: "Diagnostic Test",
caption: "",
fields: []
},
{
name: "Education Session",
caption: "",
fields: []
},
{
name: "Employer Contact",
caption: "",
fields: []
},
{
name: "Ergonomic Assessment",
caption: "",
fields: []
},
{
name: "Exercise Program",
caption: "",
fields: []
},
{
name: "FAE - Functional Abilities Evaluation",
caption: "",
fields: []
},
... CODE TRUNCATED ...
}
] }, levelthree: {}, hasactivity: true}
Retrieving notes from an object
Replace the URL accordingly depending on the type of object. The Objectid parameter is the ID of the record you wish to retrieve notes from.
/API/1/levelone/
/API/1/leveltwo/
/API/1/levelthree/
/API/1/user/
/API/1/company/
Request Code
This example below retrieves notes from a Level One object with an objectid of "1136627". The criteria filter restricts the note type returned where sf_Type equals to "Staff Note".
----------HTTP POST Request----------
Parameters (case sensitive)
url: "/API/1/levelone/"
*companyid : 825646
*alias : api
*username : smartconnectdemo@smartsimple.com
*password : *****************
apitoken : cmFgDAIDbHFaWB9jfmsCXQRAXw5mYGlXDggF@C2JAWXVuAjIF
--Begin custom parameter (replace '{parameter}' with actual value)--
--End custom parameter--
*Only required if calls are orginated from remote server
----------Jquery Ajax Request----------
function api_call() {
request = $.ajax(
{ url: "/API/1/levelone/",
{type: "POST",
data: {
apitoken: "cmFgDAIDbHFaWB9jfmsCXQRAXw5mYGlXDggF",
objectid: "1136627",
criteria: JSON.stringify([{"andor":"and","field":"sf_Type","operator":"like","value":"Staff Note"}]),
},
dataType: "html"
});
request.done(function( data )
{ //TODO
});
}
}
Response Code
"{"message":{
},
"records":[
{
"sf_Type":"Internal Notes",
"sf_Content":"option1",
"sf_Type ID":"45377",
"sf_Note ID":"2246482",
"sf_Object ID":"1136627",
"sf_Created By":"SmartSimple",
"sf_Created Date":"2016-08-29 15:58:08",
"recordid":"2246482"
},
{
"sf_Type":"Internal Notes",
"sf_Content":"option2",
"sf_Type ID":"45377",
"sf_Note ID":"2246483",
"sf_Object ID":"1136627",
"sf_Created By":"SmartSimple",
"sf_Created Date":"2016-08-29 15:58:12",
"recordid":"2246483"
},
{
"sf_Type":"L1 Only UTA - 2 and All",
"sf_Content":"option3",
"sf_Type ID":"54302",
"sf_Note ID":"2246484",
"sf_Object ID":"1136627",
"sf_Created By":"SmartSimple",
"sf_Created Date":"2016-08-29 15:58:17",
"recordid":"2246484"
}
],
"header":[
]
}"
Additional SmartConnect API Sample Code
We have built a resource that allows you to build and run some of the most common API functions. This resource is connected to a specific demonstration instance that contains sample data for API testing.
Interactive Demonstration Page
Deprecated Sample Code from Desktop API
 This feature is deprecated and should no longer be used.
|
The following are excerpts of SmartSimple's Deprecated Desktop API code written in Microsoft Visual Basic:
Dim ss_param As New SmartComClient.Parameters
Call ss_param.addField("opportunityid", "0")
Call ss_param.addField("companyid", "404091")
Call ss_param.addField("branchid", "404091") '
Call ss_param.addField("opportunitytype", "11642")
Call ss_param.addField("name", "test01err")
Call ss_param.addField("stageid", "9955")
Call ss_param.addField("cf_1333618", "name1")
Call ss_param.addField("cf_1333619", "name2")
Call ss_param.addField("cf_1590372", "Txt_ACMAddress1.Text")
Call ss_param.addField("cf_1590373", "Txt_ACMAddress2.Text")
Call ss_param.addField("cf_1590374", "Txt_ACMProvince.Text")
Call ss_param.addField("cf_1590375", "Txt_ACMPostalCode.Text")
Call ss_param.addField("cf_1590376", "DDL_CITitle.SelectedValue")
Dim rtn As Long
rtn = tk.updateTable(sess, "levelone", 123123, ss_param) '123123 is the applicationid
If rtn = -1 Then
MsgBox ("Record Not Updated: " & ss_api.getLastErr)
Else
Option Explicit
Dim SmartSimple As New SmartComClient.Toolkit
Dim Session As SmartComClient.Session
Dim Session2 As SmartComClient.Session
Dim Userid As Long
Private Sub AccessCompanytable_Click()
Dim CompanyFields As FieldInfos
Dim Fields() As FieldInfo
Set CompanyFields = SmartSimple.getFieldsInfo(Session, "companies", 0)
Fields = CompanyFields.getFieldInfos
MsgBox "There are " & UBound(Fields) + 1 & " associated with this table"
End Sub
Private Sub AccessContactsTable_Click()
Dim ContactFields As FieldInfos
Dim Fields() As FieldInfo
Set ContactFields = SmartSimple.getFieldsInfo(Session, "contacts", 0)
Fields = ContactFields.getFieldInfos
MsgBox "There are " & UBound(Fields) + 1 & " associated with this table"
End Sub
Private Sub AccessUTAlevel1Data_Click()
Dim SupportRecords As ADODB.recordset
'check if user login already
If Session Is Nothing Then
Set Session = SmartSimple.PromptLogin()
End If
If Session Is Nothing Then
MsgBox SmartSimple.getLastErr
Exit Sub
End If
Set SupportRecords = SmartSimple.GetRecordSet(Session, "levelone", "100073", "name,description", "")
MsgBox SupportRecords.RecordCount & " Support Tickets in Recordset"
SupportRecords.MoveLast
SupportRecords.MovePrevious
MsgBox SupportRecords.Fields(0).Value & ": " & SupportRecords("name") & " is the last name in the list"
SupportRecords.MoveFirst
MsgBox SupportRecords.Fields(0).Value & ": " & SupportRecords("Name") & " is the first name in the list"
End Sub
Private Sub AddNewContactRecord_Click()
Dim para As New SmartComClient.Parameters
'check if user login already
If Session Is Nothing Then
Set Session = SmartSimple.PromptLogin()
End If
If Session Is Nothing Then
MsgBox SmartSimple.getLastErr
Exit Sub
End If
para.addField "userid", 0
'If value is 0, anew record will be added
para.addField "firstname", "Walter"
para.addField "lastname", "Zimmerman"
para.addField "phone", "416.555.1212"
MsgBox SmartSimple.updateTable(Session, "contacts", para)
End Sub
Private Sub AddNewlevel1_Click()
Dim readOnlyRs As ADODB.recordset
Dim writeableRs As ADODB.recordset
Dim rtn As Long
Set Session = SmartSimple.LoginUser("alias", "SmartSimple.xxx", "userID/e-mail address", "password")
Set readOnlyRs = SmartSimple.GetRecordSet(Session, "levelone", "100073", "name,description", "")
Set writeableRs = SmartSimple.CloneUpdateRecordset(readOnlyRs)
writeableRs.AddNew
writeableRs("name").Value = "Test level 1"
writeableRs("description").Value = "Test Level 1 Description"
writeableRs("opportunityid").Value = 0
writeableRs.Update
rtn = SmartSimple.updateTableByRecordSet(Session, "leveline", writeableRs, False)
'False will loop thru whole recordset, tru will process current record only.
End Sub
Private Sub CheckSettings_Click()
Dim LastLogin As String
LastLogin = "Alias:" & SmartSimple.getLastLoginToken(Alias) & _
" URL:" & SmartSimple.getLastLoginToken(URL) & _
" User Name:" & SmartSimple.getLastLoginToken(UserName)
MsgBox (LastLogin)
End Sub
Private Sub CreateFieldsInTable_Click()
Dim CompanyFields As FieldInfos
Dim Fields() As FieldInfo
Dim FieldName As String
Dim I As Integer
'MS-Word Objects
Dim FieldTable As Table
Dim TableColumn As Column
Dim NoRows As Integer
Dim Row As Integer
'Extract fields
Set CompanyFields = SmartSimple.getFieldsInfo(Session, "contacts", 0)
Fields = CompanyFields.getFieldInfos
'Create MS-Word table based on number of fields
NoRows = UBound(Fields)
Set FieldTable = ActiveDocument.Tables.Add(Range:=Selection.Range, NumRows:=NoRows, NumColumns:=5)
For I = 0 To UBound(Fields) - 1
FieldTable.Cell(I, 1).Select
Selection.TypeText I
FieldTable.Cell(I, 2).Select
Selection.TypeText Fields(I).Name
FieldTable.Cell(I, 3).Select
Selection.TypeText Fields(I).FieldType
FieldTable.Cell(I, 4).Select
Selection.TypeText Fields(I).ID
FieldTable.Cell(I, 5).Select
Selection.TypeText Fields(I).FieldOptions
Next I
End Sub
Private Sub DisplayError_Click()
If SmartSimple.getLastErr <> "" Then
MsgBox SmartSimple.getLastErr
Else
MsgBox "No Error Found"
End If
End Sub
Private Sub DisplayLevel2_Click()
Dim SupportRecords As ADODB.recordset
Dim SupportActivities As ADODB.recordset
Dim TicketName As String
Dim TicketID As Long
Set Session = SmartSimple.LoginUser("alias", "SmartSimple.xxx", "userID/e-mail address", "password")
Set SupportRecords = SmartSimple.GetRecordSet(Session, "levelone", "100073", "name,description", "")
TicketID = SupportRecords.Fields(0).Value
Set SupportActivities = SmartSimple.GetRecordSet(Session, "leveltwo", "100073", "subject,description", "objectid = " & TicketID)
MsgBox "Number of Actions on the First Ticket: " & SupportActivities.RecordCount
End Sub
Private Sub DisplayUserDetails_Click()
Dim para As SmartComClient.Parameters
If Session Is Nothing Then
Set Session = SmartSimple.PromptLogin()
End If
If Session Is Nothing Then
MsgBox SmartSimple.getLastErr
Exit Sub
End If
Set para = SmartSimple.getData(Session, "contacts", 0, "userid,firstname,lastname,phone,rolelist", " email='" & "sampleuser@address.com" & "'")
If para Is Nothing Then
MsgBox SmartSimple.getLastErr
' Error return null object, normally invalid password or wrong url
Else
' Storing primary key to a global variable used later for update
Userid = Val(para.getValue("userid"))
MsgBox "First Name: " & para.getValue("firstname") & vbCrLf _
& "Last Name: " & para.getValue("lastname") & vbCrLf _
& "Phone: " & para.getValue("phone")
End If
End Sub
Private Sub DownLoadRecords_Click()
Dim Records As String
'Records = SmartSimple.getDataFile(Session, "contacts", "firstname,lastname,title,phone", "isexternal=0")
End Sub
Private Sub GetCollection_Click()
'check if user login already
If Session Is Nothing Then
Set Session = SmartSimple.PromptLogin()
End If
If Session Is Nothing Then
MsgBox SmartSimple.getLastErr
Exit Sub
End If
End Sub
Private Sub GetNotes_Click()
Dim Roles As SmartComClient.Roles
Dim assoicate As New SmartComClient.associate
If Session Is Nothing Then
Set Session = SmartSimple.PromptLogin()
End If
If Session Is Nothing Then
MsgBox SmartSimple.getLastErr
Exit Sub
End If
End Sub
Private Sub GetRecordSet_Click()
Dim ContactRecords As ADODB.recordset
'check if user login already
If Session Is Nothing Then
Set Session = SmartSimple.PromptLogin()
End If
If Session Is Nothing Then
MsgBox SmartSimple.getLastErr
Exit Sub
End If
Set ContactRecords = SmartSimple.GetRecordSet(Session, "contacts", 0, "firstname,lastname,email", "email like '" & "*sampleaddress.com" & "'")
MsgBox ContactRecords.RecordCount & " Records in Recordset"
ContactRecords.MoveLast
MsgBox ContactRecords("lastname") & " is the last name in the list"
ContactRecords.MoveFirst
MsgBox ContactRecords("lastname") & " is the first name in the list"
End Sub
Private Sub Logout_Click()
If Session Is Nothing Then
MsgBox "You are not logged into SmartSimple"
Else
SmartSimple.LogoutOut (Session)
MsgBox "Logged out"
End If
End Sub
Private Sub NoPrompt_Click()
Dim Alias As String, _
ServerURL As String, _
User As String, _
Password As String
'All values set in code
Alias = "alias"
ServerURL = "alias.smartsimple.xxx"
User = "userID/e-mail address"
Password = "password"
Set Session = SmartSimple.LoginUser(Alias, ServerURL, User, Password)
End Sub
Private Sub PasswordOnly_Click()
Dim Password As String
Password = InputBox("Enter Your Password")
Set Session = SmartSimple.LoginUserWithLastSetting(Password)
End Sub
Private Sub Prompt_Click()
Dim Parameters As SmartComClient.Parameters
If Session Is Nothing Then
Set Session = SmartSimple.PromptLogin()
End If
If Session Is Nothing Then
MsgBox SmartSimple.getLastErr
Exit Sub
End If
End Sub
Private Sub SessionProperties_Click()
If Session Is Nothing Then
MsgBox "Session not Valid - Please Log in"
Else
MsgBox "Session Alias: " & Session.Alias & vbCrLf _
& "Server URL: " & Session.ServerURL & vbCrLf _
& "User Full Name: " & Session.ss_FullName & vbCrLf _
& "User Name: " & Session.User & vbCrLf _
& "UserID: " & Session.ss_UserID & vbCrLf _
& "Password: " & Session.Password & vbCrLf _
& "Organisation: " & Session.ss_CompanyName & vbCrLf _
& "OrganisationID: " & Session.ss_Companyid & vbCrLf _
& "Root Organisation: " & Session.ss_RootCompanyid, vbOKOnly, "Session Settings"
End If
End Sub
Private Sub SSLEnable_Click()
SmartSimple.setSSL (True)
End Sub
Private Sub TwoSessions_Click()
Set Session = SmartSimple.LoginUser("alias1", "SmartSimple.xxx", "e-mail address1", "password1")
Set Session2 = SmartSimple.LoginUser("alias2", "SmartSimple.xxx", "e-mail address2", "password2")
End Sub
Private Sub UpdateUserDetails_Click()
Dim para As New SmartComClient.Parameters
If Session Is Nothing Then
Set Session = SmartSimple.PromptLogin()
End If
If Session Is Nothing Then
MsgBox SmartSimple.getLastErr
Exit Sub
End If
'Update Table
para.addField "userid", Userid & ""
para.addField "firstname", "New First Name"
para.addField "lastname", "New Last Name"
para.addField "phone", "555-1212"
If SmartSimple.updateTable(Session, "contacts", para) = -1 Then
MsgBox "Record Not Updated"
Else
MsgBox "Record Updated"
End If
End Sub
