Difference between revisions of "SmartConnect - Appendix: Standard Field Names"
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==Level 1== | ==Level 1== | ||
| − | {| class="wikitable | + | {| class="wikitable" width="85%" cellpadding="5px" align="center" |
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| + | ! width="20%"|API Field Reference | ||
| + | ! width="25%"|Field Description | ||
| + | ! style="text-align: center;" width="15%"|Allow Get/List | ||
| + | ! style="text-align: center;" width="15%"|Allow Update | ||
| + | ! width="25%"|Notes External | ||
| + | |- | ||
| + | ||sf_Application Type | ||
| + | ||Returns level 1 template name | ||
| + | | style="text-align: center;"|✓ | ||
| + | | style="text-align: center;"|✓ | ||
| + | ||Update using Type ID as value | ||
| + | |- | ||
| + | ||sf_Application Name | ||
| + | ||Returns value of Name standard field | ||
| + | | style="text-align: center;"|✓ | ||
| + | | style="text-align: center;"|✓ | ||
|| | || | ||
| − | + | |- | |
| − | + | ||sf_Customer | |
| − | || | + | ||Name of company on Client standard field |
| − | + | | style="text-align: center;"|✓ | |
| − | + | | style="text-align: center;"|✓ | |
| − | || | + | ||Update using Company ID as value |
| − | + | |- | |
| − | + | ||sf_Person | |
| − | || | + | ||Name of contact attached to Person standard field |
| − | + | | style="text-align: center;"|✓ | |
| − | + | | style="text-align: center;"|✓ | |
| + | ||Update using User ID as value | ||
| + | |- | ||
| + | ||sf_Status | ||
| + | ||Returns Status name | ||
| + | | style="text-align: center;"|✓ | ||
| + | | style="text-align: center;"|✓ | ||
| + | ||Update using Status ID as value | ||
| + | |- | ||
| + | ||sf_Revenue | ||
| + | ||Revenue standard field | ||
| + | | style="text-align: center;"|✓ | ||
| + | | style="text-align: center;"|✓ | ||
|| | || | ||
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|- | |- | ||
| + | ||sf_Currency | ||
| + | ||Currency standard field | ||
| + | | style="text-align: center;"|✓ | ||
| + | | style="text-align: center;"|✓ | ||
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|- | |- | ||
| + | ||sf_Close Date | ||
| + | ||Close Date standard field | ||
| + | | style="text-align: center;"|✓ | ||
| + | | style="text-align: center;"|✓ | ||
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|- | |- | ||
| + | ||sf_Modified Date | ||
| + | ||Date record was last updated | ||
| + | | style="text-align: center;"|✓ | ||
| + | | style="text-align: center;"|Not Updatable | ||
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|- | |- | ||
| + | ||sf_Modified By | ||
| + | ||Name of user that last updated the record | ||
| + | | style="text-align: center;"|✓ | ||
| + | | style="text-align: center;"|Not Updatable | ||
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|- | |- | ||
| + | ||sf_Created Date | ||
| + | ||Date the record was created | ||
| + | | style="text-align: center;"|✓ | ||
| + | | style="text-align: center;"|Not Updatable | ||
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|- | |- | ||
| + | ||sf_Created By | ||
| + | ||Name of user that created the record | ||
| + | | style="text-align: center;"|✓ | ||
| + | | style="text-align: center;"|Not Updatable | ||
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|- | |- | ||
| + | ||sf_Probability | ||
| + | ||Probability standard field | ||
| + | | style="text-align: center;"|✓ | ||
| + | | style="text-align: center;"|✓ | ||
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|- | |- | ||
| + | ||sf_Description | ||
| + | ||Returns value from Description standard field | ||
| + | | style="text-align: center;"|✓ | ||
| + | | style="text-align: center;"|✓ | ||
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|- | |- | ||
| + | ||sf_Requirement | ||
| + | ||Requirement standard field | ||
| + | | style="text-align: center;"|✓ | ||
| + | | style="text-align: center;"|✓ | ||
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|- | |- | ||
| − | || | + | ||sf_Owner |
| − | + | ||Returns name of level 1 owner standard field | |
| − | + | | style="text-align: center;"|✓ | |
| − | + | | style="text-align: center;"|✓ | |
| − | + | ||Update using Owner ID as value | |
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|- | |- | ||
| − | || | + | ||sf_Branch |
| − | + | ||Returns company name on Branch standard field | |
| − | + | | style="text-align: center;"|✓ | |
| − | + | | style="text-align: center;"|✓ | |
| − | + | ||Update using Branch ID as value | |
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|- | |- | ||
| + | ||sf_End Date | ||
| + | ||Returns End Date and Time in YYYY-MM-DD HH:MM:SS | ||
| + | | style="text-align: center;"|✓ | ||
| + | | style="text-align: center;"|✓ | ||
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| + | ||sf_Start Date | ||
| + | ||Returns Start Date and Time in YYYY-MM-DD HH:MM:SS | ||
| + | | style="text-align: center;"|✓ | ||
| + | | style="text-align: center;"|✓ | ||
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| + | ||sf_Archived | ||
| + | ||Flag (1=Archived, 0=Not Archived) | ||
| + | | style="text-align: center;"|✓ | ||
| + | | style="text-align: center;"|✓ | ||
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|- | |- | ||
| − | || | + | ||sf_Level One ID |
| − | + | ||Returns unique Level 1 tracking ID | |
| − | + | | style="text-align: center;"|✓ | |
| − | || | + | | style="text-align: center;"|Not Updatable |
| − | + | ||Mandatory field for updating records | |
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|- | |- | ||
| + | ||sf_Company ID | ||
| + | ||Company ID of level 1 company/client field. 0 if empty | ||
| + | | style="text-align: center;"|✓ | ||
| + | | style="text-align: center;"|✓ | ||
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|- | |- | ||
| + | ||sf_Person ID | ||
| + | ||User ID of level 1 people field. 0 if empty | ||
| + | | style="text-align: center;"|✓ | ||
| + | | style="text-align: center;"|✓ | ||
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|- | |- | ||
| + | ||sf_Branch ID | ||
| + | ||Company ID of level 1 branch field. 0 if empty | ||
| + | | style="text-align: center;"|✓ | ||
| + | | style="text-align: center;"|✓ | ||
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|- | |- | ||
| − | || | + | ||sf_Type ID |
| − | + | ||ID of level 1 template | |
| − | + | | style="text-align: center;"|✓ | |
| − | + | | style="text-align: center;"|✓ | |
| − | + | ||Mandatory field for adding records<br /> Update using Type ID as value | |
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| − | ID of level 1 | ||
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| − | || | + | ||sf_Status ID |
| − | + | ||Status ID of level 1 status. 0 if empty | |
| − | + | | style="text-align: center;"|✓ | |
| − | + | | style="text-align: center;"|✓ | |
| − | + | ||Mandatory field for adding records<br /> Update using Status ID as value | |
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|- | |- | ||
| + | ||sf_Owner ID | ||
| + | ||ID of level 1 owner. | ||
| + | | style="text-align: center;"|✓ | ||
| + | | style="text-align: center;"|✓ | ||
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|- | |- | ||
| − | || | + | ||sf_Application ID |
| − | + | ||Returns UTA ID | |
| − | + | | style="text-align: center;"|✓ | |
| − | + | | style="text-align: center;"|Not Updatable | |
| − | + | ||Mandatory field for updating records | |
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|- | |- | ||
| + | ||sf_Status Caption | ||
| + | ||Returns Status caption | ||
| + | | style="text-align: center;"|✓ | ||
| + | | style="text-align: center;"|Not Updatable | ||
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|- | |- | ||
| + | ||sf_Type Caption | ||
| + | ||Returns level 1 template caption | ||
| + | | style="text-align: center;"|✓ | ||
| + | | style="text-align: center;"|Not Updatable | ||
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|} | |} | ||
Revision as of 12:00, 22 June 2018
The following lists the database field names associated with Standard Fields.
These are used in JSON API (SmartConnect).
Contents
Field List Syntax
| Field List Syntax | Example |
|---|---|
| Separate values with ";;" | sf_Name;;cf_MyFieldName;;cf_MyFieldssid |
| Prefix Standard fields with "sf_" | sf_Name |
Companies
| API Field Reference | Field Description | Allow Get/List | Allow Update | Notes External |
|---|---|---|---|---|
| sf_Name | Name of current company | ✓ | ✓ | |
| sf_Phone | ✓ | ✓ | ||
| sf_Fax | ✓ | ✓ | ||
| sf_Address | ✓ | ✓ | ||
| sf_Address 2 | ✓ | ✓ | ||
| sf_City | ✓ | ✓ | ||
| sf_State / Province | ✓ | ✓ | ||
| sf_Country | ✓ | ✓ | Update using Country ID or Country name as value | |
| sf_Zip / Postal Code | ✓ | ✓ | ||
| sf_Web Site | ✓ | ✓ | ||
| sf_Longitude | ✓ | ✓ | ||
| sf_Latitude | ✓ | ✓ | ||
| sf_Primary Contact | Primary Contact name | ✓ | Not Updatable | |
| sf_Parent Company | Parent company name | ✓ | Not Updatable | |
| sf_Owner | Name of User in Owner Standard Field | ✓ | Not Updatable | |
| sf_Company Workflow | ID of Company workflow standard field | ✓ | ✓ | |
| sf_User Workflow | ID of User workflow standard field | ✓ | ✓ | |
| sf_Updated By | Name of user that last updated the record | ✓ | Not Updatable | |
| sf_Last Updated | Date record was last updated | ✓ | Not Updatable | |
| sf_Created By | Name of user that created the record | ✓ | Not Updatable | |
| sf_Created Date | Date the record was created | ✓ | Not Updatable | |
| sf_Status | Returns Status name | ✓ | ✓ | Update using Status ID as value |
| sf_Company ID | Company id. (0 if new company) | ✓ | Not Updatable | Mandatory field for updating records |
| sf_Owner ID | ID of User in Owner Standard Field | ✓ | ✓ | |
| sf_Parent Company ID | ID of Parent Company | ✓ | ✓ | Mandatory field for adding records |
| sf_Primary Contact ID | Primary Contact ID (0 if empty) | ✓ | ✓ | |
| sf_Category ID List | Comma delimited list of category IDs. (Starts and ends with a comma) | ✓ | ✓ | |
| sf_Status ID | Returns Status ID | ✓ | ✓ | Update using Status ID as value |
| sf_Is External | Flag (1=external, 0=internal) | ✓ | ✓ | Mandatory field for adding records |
| sf_Status Caption | Returns Status Caption | ✓ | Not Updatable |
Users
| API Field Reference | Field Description | Allow Get/List | Allow Update | Notes External |
|---|---|---|---|---|
| sf_First Name | ✓ | ✓ | ||
| sf_Last Name | ✓ | ✓ | ||
| sf_Email | ✓ | ✓ | ||
| sf_Title | ✓ | ✓ | ||
| sf_Prefix | ✓ | ✓ | ||
| sf_Suffix | ✓ | ✓ | ||
| sf_Phone | ✓ | ✓ | ||
| sf_Phone Ext. | ✓ | ✓ | ||
| sf_Address | ✓ | ✓ | ||
| sf_Address 2 | ✓ | ✓ | ||
| sf_City | ✓ | ✓ | ||
| sf_State / Province | ✓ | ✓ | ||
| sf_Country | ✓ | ✓ | ||
| sf_Zip / Postal Code | ✓ | ✓ | ||
| sf_Company | Name of user's company | ✓ | ✓ | When updating, use Country ID or Country name as value |
| sf_Middle Name | ✓ | ✓ | ||
| sf_Longitude | ✓ | ✓ | ||
| sf_Latitude | ✓ | ✓ | ||
| sf_User Role | Comma delimited list of role IDs. (Starts and ends with a comma) | ✓ | ✓ | sf_User Role and sf_Role ID List are interchangable. |
| sf_Access Type |
1 ('User'), 3 ('Applicant Interface'), 5 ('API'), 0 ('No Access') |
✓ | ✓ | Update using ID as value |
| sf_User Type | 10 (‘User’), 30 (‘Local User Administrator’), 50 (‘Global User Administrator’) | ✓ | ✓ | Update using ID as value |
| sf_Updated By | Name of user that last updated the record | ✓ | Not Updatable | |
| sf_Last Updated | Date record was last updated | ✓ | Not Updatable | |
| sf_Created By | Name of user that created the record | ✓ | Not Updatable | |
| sf_Created Date | Date the record was created | ✓ | Not Updatable | |
| sf_Status | Returns Status name | ✓ | ✓ | Update using Status ID as value |
| sf_User ID | User ID (0 if new user) | ✓ | Not Updatable | Mandatory field for updating records |
| sf_Company ID | ID of user's company. 0 if empty. | ✓ | ✓ | Mandatory field for adding records |
| sf_Status ID | Returns Status ID | ✓ | ✓ | Update using Status ID as value |
| sf_Role ID List | Comma delimited list of role IDs. (Starts and ends with a comma) | ✓ | ✓ | sf_User Role and sf_Role ID List are interchangable. |
| sf_Is External | Flag (1=external, 0=internal) | ✓ | ✓ | Mandatory field for adding records |
| sf_Status Caption | Returns Status Caption | ✓ | Not Updatable |
Level 1
| API Field Reference | Field Description | Allow Get/List | Allow Update | Notes External |
|---|---|---|---|---|
| sf_Application Type | Returns level 1 template name | ✓ | ✓ | Update using Type ID as value |
| sf_Application Name | Returns value of Name standard field | ✓ | ✓ | |
| sf_Customer | Name of company on Client standard field | ✓ | ✓ | Update using Company ID as value |
| sf_Person | Name of contact attached to Person standard field | ✓ | ✓ | Update using User ID as value |
| sf_Status | Returns Status name | ✓ | ✓ | Update using Status ID as value |
| sf_Revenue | Revenue standard field | ✓ | ✓ | |
| sf_Currency | Currency standard field | ✓ | ✓ | |
| sf_Close Date | Close Date standard field | ✓ | ✓ | |
| sf_Modified Date | Date record was last updated | ✓ | Not Updatable | |
| sf_Modified By | Name of user that last updated the record | ✓ | Not Updatable | |
| sf_Created Date | Date the record was created | ✓ | Not Updatable | |
| sf_Created By | Name of user that created the record | ✓ | Not Updatable | |
| sf_Probability | Probability standard field | ✓ | ✓ | |
| sf_Description | Returns value from Description standard field | ✓ | ✓ | |
| sf_Requirement | Requirement standard field | ✓ | ✓ | |
| sf_Owner | Returns name of level 1 owner standard field | ✓ | ✓ | Update using Owner ID as value |
| sf_Branch | Returns company name on Branch standard field | ✓ | ✓ | Update using Branch ID as value |
| sf_End Date | Returns End Date and Time in YYYY-MM-DD HH:MM:SS | ✓ | ✓ | |
| sf_Start Date | Returns Start Date and Time in YYYY-MM-DD HH:MM:SS | ✓ | ✓ | |
| sf_Archived | Flag (1=Archived, 0=Not Archived) | ✓ | ✓ | |
| sf_Level One ID | Returns unique Level 1 tracking ID | ✓ | Not Updatable | Mandatory field for updating records |
| sf_Company ID | Company ID of level 1 company/client field. 0 if empty | ✓ | ✓ | |
| sf_Person ID | User ID of level 1 people field. 0 if empty | ✓ | ✓ | |
| sf_Branch ID | Company ID of level 1 branch field. 0 if empty | ✓ | ✓ | |
| sf_Type ID | ID of level 1 template | ✓ | ✓ | Mandatory field for adding records Update using Type ID as value |
| sf_Status ID | Status ID of level 1 status. 0 if empty | ✓ | ✓ | Mandatory field for adding records Update using Status ID as value |
| sf_Owner ID | ID of level 1 owner. | ✓ | ✓ | |
| sf_Application ID | Returns UTA ID | ✓ | Not Updatable | Mandatory field for updating records |
| sf_Status Caption | Returns Status caption | ✓ | Not Updatable | |
| sf_Type Caption | Returns level 1 template caption | ✓ | Not Updatable |
Level 2
|
|
Standard Field Name |
Description |
GET Method |
UPDATE Method |
|
1 |
sf_Level Two ID |
Activity ID of level 2 |
✓ |
Not Updatable Mandatory field for updating records |
|
2 |
sf_Application ID |
UTA ID |
✓ |
✓ Mandatory field for updating records |
|
3 |
sf_Description |
Description standard field |
✓ |
✓ |
|
4 |
sf_Subject |
Subject standard field |
✓ |
✓ |
|
5 |
sf_Type ID |
ID of level 2/3 type |
✓ |
✓ Mandatory field for adding records |
|
6 |
sf_Activity Type |
Level 2/3 type name |
✓ |
✓ |
|
7 |
sf_Parent ID |
Parent object ID |
✓ |
✓ Mandatory field for adding records User "objectid" in place of "sf_Parent ID" for new L2 records |
|
8 |
sf_Assign Person |
Comma delimited list of user IDs in assigned standard field |
✓ |
✓ |
|
9 |
sf_Contact Person |
Comma delimited list of user IDs in contact standard field |
✓ |
✓ |
|
10 |
sf_Location |
Location standard field |
✓ |
✓ |
|
11 |
sf_Start Date |
Start date standard field |
✓ |
✓ |
|
12 |
sf_End Date |
End date standard field |
✓ |
✓ |
|
13 |
sf_Duration |
Duration standard field |
✓ |
✓ |
|
14 |
sf_Amount |
Amount standard field |
✓ |
✓ |
|
15 |
sf_Status ID |
Status ID of status. 0 if empty |
✓ |
✓ Mandatory field for adding records |
|
16 |
sf_Status |
Status name |
✓ |
✓ |
|
17 |
sf_Owner ID |
User ID of owner. 0 if empty |
✓ |
✓ |
|
18 |
sf_Owner |
Name of owner. 0 if empty |
✓ |
✓ |
|
19 |
sf_Updated By |
Name of user who updated the record |
✓ |
Not Updatable |
|
20 |
sf_Last Modified |
Date the record was modified |
✓ |
Not Updatable |
|
21 |
sf_Created By |
Name of user who created the record |
✓ |
Not Updatable |
|
22 |
sf_Created Date |
Date record was created |
✓ |
Not Updatable |
Level 3
See Level 2.
Multiple Address
|
Standard Field Name |
Description |
GET Method |
UPDATE Method | |
|
1 |
sf_Address ID |
Unique id in Multiple Address table |
✓ |
Not Updatable Mandatory field for updating records |
|
2 |
sf_Object ID |
companyid / contactid / providerid / consumerid |
✓ |
✓ Mandatory field for adding records |
|
3 |
sf_Type ID |
Multiple Address Type ID |
✓ |
✓ Mandatory field for adding records |
|
4 |
sf_Type |
Type name |
✓ |
✓ |
|
5 |
sf_Address |
Address standard field |
✓ |
✓ |
|
6 |
sf_Address 2 |
Address 2 standard field |
✓ |
✓ |
|
7 |
sf_City |
City standard field |
✓ |
✓ |
|
8 |
sf_State / Province |
Province standard field |
✓ |
✓ |
|
9 |
sf_Zip / Postal Code |
Postal code standard field |
✓ |
✓ |
|
10 |
sf_Country |
Country name |
✓ Displays country name |
✓ Update using country id or country name |
|
11 |
sf_Last Modified |
date the record was last updated |
✓ |
Not Updatable |
|
12 |
sf_Primary Address |
Is primary address (1=yes, 0=no) |
✓ |
✓ Mandatory field for adding records |
|
13 |
sf_Updated By |
Last updated user id |
✓ |
Not Updatable |
Associations
not implemented at the moment.
See Also
JSON API (SmartConnect)
JSON API (SmartConnect) Prerequisite
