Difference between revisions of "SmartConnect - Appendix: Standard Field Names"

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Line 5: Line 5:
 
==Field List Syntax==
 
==Field List Syntax==
 
{| class="wikitable"
 
{| class="wikitable"
|-
 
||
 
 
|-
 
|-
 
!|Field List Syntax
 
!|Field List Syntax
Line 19: Line 17:
  
 
==Companies==
 
==Companies==
{| class="wikitable" cellpadding="5px" align="center"
+
{| class="wikitable" width="85%" cellpadding="5px" align="center"
|- style="font-weight: bold; text-align: center;"
+
|-
| style="border: 1px solid gray;" width="5%"|
+
! width="20%"|API Field Reference
''' '''
+
! width="25%"|Field Description
 
+
! style="text-align: center;" width="15%"|Allow Get/List
| style="border: 1px solid gray;" width="25%"|
+
! style="text-align: center;" width="15%"|Allow Update
'''Standard Field Name'''
+
! width="25%"|Notes External
 
 
| style="border: 1px solid gray;" width="25%"|
 
'''Description'''
 
 
 
| style="border: 1px solid gray;" width="25%"|
 
'''GET Method'''
 
 
 
| style="border: 1px solid gray;" width="20%"|
 
'''UPDATE Method'''
 
 
 
 
|-
 
|-
 +
||sf_Name
 +
||Name of current company
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
1
+
|-
 
+
||sf_Phone
 
||
 
||
sf_Company ID
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|✓
 
||
 
||
Company id. (0 if new company)
+
|-
 
+
||sf_Fax
 
||
 
||
 
+
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
'''Not Updatable'''
 
 
 
|-
 
|-
 +
||sf_Address
 
||
 
||
2
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|
||
 
sf_Parent Company
 
 
 
 
||
 
||
Parent company name
+
|-
 
+
||sf_Address 2
 
||
 
||
 
+
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
 
 
|-
 
|-
 +
||sf_City
 
||
 
||
3
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|✓
 
||
 
||
sf_Parent Company ID
+
|-
 
+
||sf_State / Province
 
||
 
||
Parent company id
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|✓
 
||
 
||
 
+
|-
 +
||sf_Country
 
||
 
||
 
+
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 +
||Update using Country ID or Country name as value
 
|-
 
|-
 +
||sf_Zip / Postal Code
 
||
 
||
4
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|
||
 
sf_Status ID
 
 
 
 
||
 
||
Status id
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Web Site
 
||
 
||
5
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|✓
 
||
 
||
sf_Status Caption
 
 
||
 
Status Caption
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Longitude
 
||
 
||
6
+
| style="text-align: center;"|
 
+
| style="text-align: center;"|
||
 
sf_Status
 
 
 
||
 
Status
 
 
 
 
||
 
||
 
||
 
 
 
|-
 
|-
 +
||sf_Latitude
 
||
 
||
7
+
| style="text-align: center;"|
 
+
| style="text-align: center;"|
||
 
sf_Is External
 
 
 
||
 
Flag (1=external, 0=internal)
 
 
 
||
 
 
 
 
||
 
||
 
 
|-
 
|-
 +
||sf_Primary Contact
 +
||Primary Contact name
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
8
 
 
||
 
sf_Owner ID
 
 
||
 
user who created the company
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Parent Company
 +
||Parent company name
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
9
 
 
||
 
sf_Primary Contact ID
 
 
||
 
Primary contact ID. (0 if empty)
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Owner
 +
||Name of User in Owner Standard Field
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
10
 
 
||
 
sf_Primary Contact
 
 
||
 
Primary contact name
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Company Workflow
 +
||ID of Company workflow standard field
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
11
 
 
||
 
sf_Name
 
 
||
 
Name standard field
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_User Workflow
 +
||ID of User workflow standard field
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
12
 
 
||
 
sf_Address
 
 
||
 
Address standard field
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Updated By
 +
||Name of user that last updated the record
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
13
 
 
||
 
sf_Address 2
 
 
||
 
Address 2 standard field
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Last Updated
 +
||Date record was last updated
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
14
 
 
||
 
sf_City
 
 
||
 
City standard field
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Created By
 +
||Name of user that created  the record
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
15
 
 
||
 
sf_State / Province
 
 
||
 
Province standard field
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Created Date
 +
||Date the record was created
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
16
 
 
||
 
sf_Zip / Postal Code
 
 
||
 
Postal code standard field
 
 
||
 
 
||
 
 
 
|-
 
|-
||
+
||sf_Status
17
+
||Returns Status name
 
+
| style="text-align: center;"|
||
+
| style="text-align: center;"|
sf_Country
+
||Update using Status ID as value
 
 
||
 
Country name
 
 
 
||
 
''Displays country name''
 
 
 
||
 
''Update using country id or country name<br />''
 
 
 
 
|-
 
|-
||
+
||sf_Company ID
18
+
||Company id. (0 if new company)
 
+
| style="text-align: center;"|
||
+
| style="text-align: center;"|Not Updatable
sf_Phone
+
||Mandatory field for updating records
 
 
||
 
Phone standard field
 
 
 
||
 
 
 
||
 
 
 
 
|-
 
|-
 +
||sf_Owner ID
 +
||ID of User in Owner Standard Field
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
19
 
 
||
 
sf_Fax
 
 
||
 
Fax standard field
 
 
||
 
 
||
 
 
 
|-
 
|-
||
+
||sf_Parent Company ID
20
+
||ID of Parent Company
 
+
| style="text-align: center;"|
||
+
| style="text-align: center;"|
sf_Web Site
+
||Mandatory field for adding records
 
 
||
 
Website standard field
 
 
 
||
 
 
 
||
 
 
 
 
|-
 
|-
 +
||sf_Primary Contact ID
 +
||Primary Contact ID (0 if empty)
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
21
 
 
||
 
sf_Category List
 
 
||
 
Comma delimited list of category IDs. (Starts and ends with a comma)
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Category ID List
 +
||Comma delimited list of category IDs. (Starts and ends with a comma)
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
22
 
 
||
 
sf_Last Updated
 
 
||
 
date the record was last updated on SmartSimple
 
 
||
 
 
||
 
'''Not Updatable'''
 
 
 
|-
 
|-
||
+
||sf_Status ID
23
+
||Returns Status ID
 
+
| style="text-align: center;"|
||
+
| style="text-align: center;"|
sf_Last Updated By
+
||Update using Status ID as value
 
 
||
 
Last updated user name
 
 
 
||
 
 
 
||
 
 
 
 
|-
 
|-
 +
||sf_Is External
 +
||Flag (1=external, 0=internal)
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
24
+
Mandatory field for adding records
  
||
+
For updates, this attribute will follow the attribute of the parent company
sf_Created Date
 
 
 
||
 
date the record was last created on SmartSimple
 
 
 
||
 
 
 
||
 
'''Not Updatable'''
 
  
 
|-
 
|-
 +
||sf_Status Caption
 +
||Returns Status Caption
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
25
 
 
||
 
sf_Created By
 
 
||
 
Created by user name
 
 
||
 
 
||
 
'''Not Updatable'''
 
 
 
|}
 
|}
  
 
==Users==
 
==Users==
{| class="wikitable" cellpadding="5px" align="center"
+
{| class="wikitable" width="85%" cellpadding="5px" align="center"
|- style="font-weight: bold; text-align: center;"
+
|-
| style="border: 1px solid gray;" width="5%"|
+
! width="20%"|API Field Reference
''' '''
+
! width="25%"|Field Description
 
+
! style="text-align: center;" width="15%"|Allow Get/List
| style="border: 1px solid gray;" width="25%"|
+
! style="text-align: center;" width="15%"|Allow Update
'''Standard Field Name'''
+
! width="25%"|Notes External
 
 
| style="border: 1px solid gray;" width="25%"|
 
'''Description'''
 
 
 
| style="border: 1px solid gray;" width="25%"|
 
'''GET Method'''
 
 
 
| style="border: 1px solid gray;" width="20%"|
 
'''UPDATE Method'''
 
 
 
 
|-
 
|-
 +
||sf_First Name
 
||
 
||
1
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|✓
 
||
 
||
sf_User ID
+
|-
 
+
||sf_Last Name
 
||
 
||
User ID (0 if new user)
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|✓
 
||
 
||
 
||
 
'''Not Updatable'''
 
 
 
 
|-
 
|-
 +
||sf_Email
 
||
 
||
2
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|✓
 
||
 
||
sf_Is External
+
|-
 
+
||sf_Title
 
||
 
||
Flag (1=external, 0=internal)
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|
||
 
 
 
 
||
 
||
 
 
|-
 
|-
 +
||sf_Prefix
 
||
 
||
3
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|✓
 
||
 
||
sf_Company ID
+
|-
 
+
||sf_Suffix
 
||
 
||
ID of user's company. 0 if empty.
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|✓
 
||
 
||
 
||
 
 
 
|-
 
|-
 +
||sf_Phone
 
||
 
||
4
+
| style="text-align: center;"|
 
+
| style="text-align: center;"|
||
 
sf_Company
 
 
 
||
 
name of user's company
 
 
 
||
 
 
 
 
||
 
||
 
 
|-
 
|-
 +
||sf_Phone Ext.
 
||
 
||
5
+
| style="text-align: center;"|
 
+
| style="text-align: center;"|
||
 
sf_Title
 
 
 
||
 
Title standard field.
 
 
 
||
 
 
 
 
||
 
||
 
 
|-
 
|-
 +
||sf_Address
 
||
 
||
6
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|✓
 
||
 
||
sf_Prefix
 
 
||
 
Prefix standard field
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Address 2
 
||
 
||
7
+
| style="text-align: center;"|
 
+
| style="text-align: center;"|
||
 
sf_Suffix
 
 
 
||
 
Suffix standard field
 
 
 
||
 
 
 
 
||
 
||
 
 
|-
 
|-
 +
||sf_City
 
||
 
||
8
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|✓
 
||
 
||
sf_First Name
 
 
||
 
First name standard field
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_State / Province
 
||
 
||
9
+
| style="text-align: center;"|
 
+
| style="text-align: center;"|
||
 
sf_Last Name
 
 
 
||
 
Last name standard field
 
 
 
||
 
 
 
 
||
 
||
 
 
|-
 
|-
 +
||sf_Country
 
||
 
||
10
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|✓
 
||
 
||
sf_Middle Name
 
 
||
 
Middle name standard field
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Zip / Postal Code
 
||
 
||
11
+
| style="text-align: center;"|
 
+
| style="text-align: center;"|
||
 
sf_Email
 
 
 
||
 
Email standard field
 
 
 
||
 
 
 
 
||
 
||
 
 
|-
 
|-
||
+
||sf_Company
12
+
||Name of user's company
 
+
| style="text-align: center;"|
||
+
| style="text-align: center;"|
sf_Address
+
||When updating, use Company ID or Company name as value
 
 
||
 
Address standard field
 
 
 
||
 
 
 
||
 
 
 
 
|-
 
|-
 +
||sf_Middle Name
 
||
 
||
13
+
| style="text-align: center;"|
 
+
| style="text-align: center;"|
||
 
sf_Address 2
 
 
 
||
 
Address 2 standard field
 
 
 
||
 
 
 
 
||
 
||
 
 
|-
 
|-
 +
||sf_Longitude
 
||
 
||
14
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|✓
 
||
 
||
sf_City
 
 
||
 
City standard field
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Latitude
 
||
 
||
15
+
| style="text-align: center;"|
 
+
| style="text-align: center;"|
||
 
sf_State / Province
 
 
 
||
 
Province standard field
 
 
 
||
 
 
 
 
||
 
||
 
 
|-
 
|-
||
+
||sf_User Role
16
+
||Comma delimited list of role IDs. (Starts and ends with a comma)
 
+
| style="text-align: center;"|
||
+
| style="text-align: center;"|
sf_Country
+
||sf_User Role and sf_Role ID List are interchangable.
 
 
||
 
Name of country field.
 
 
 
||
 
''Displays country name''
 
 
 
||
 
''Update using country id or country name<br />''
 
 
 
 
|-
 
|-
 +
||sf_Access Type
 
||
 
||
17
+
1 ('User'), 3 ('Applicant Interface'), 5 ('API'), 0 ('No Access')
 
 
||
 
sf_Zip / Postal Code
 
 
 
||
 
Postal code standard field
 
 
 
||
 
 
 
||
 
  
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 +
||Update using ID as value
 
|-
 
|-
||
+
||sf_User Type
18
+
||10 (‘User’), 30 (‘Local User Administrator’), 50 (‘Global User Administrator’)
 
+
| style="text-align: center;"|
||
+
| style="text-align: center;"|
sf_Phone
+
||Update using ID as value
 
 
||
 
Phone standard field
 
 
 
||
 
 
 
||
 
 
 
 
|-
 
|-
 +
||sf_Updated By
 +
||Name of user that last updated the record
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
19
 
 
||
 
sf_Phone Ext
 
 
||
 
Phone extension field. (includes period at the end)
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Last Updated
 +
||Date record was last updated
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
20
 
 
||
 
sf_User Role
 
 
||
 
Comma delimited list of role IDs. (Starts and ends with a comma)
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Created By
 +
||Name of user that created  the record
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
21
 
 
||
 
sf_Access Type
 
 
||
 
1 ('Administration or Portal Interface'), 3 ('User Centric or Applicant Interface'), 5 or 0 ('Web Service User','No Access')
 
 
||
 
''Displays id''
 
 
||
 
''Update using id''
 
 
 
|-
 
|-
 +
||sf_Created Date
 +
||Date the record was created
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
22
 
 
||
 
sf_User Type
 
 
||
 
10 (‘User’), 30 (‘Local User Administrator’), 50 (‘Global User Administrator’)
 
 
||
 
''Displays name''
 
 
||
 
''Update using id''
 
 
 
|-
 
|-
||
+
||sf_Status
23
+
||Returns Status name
 
+
| style="text-align: center;"|
||
+
| style="text-align: center;"|
sf_Status*
+
||Update using Status ID as value
 
 
||
 
status name of user
 
 
 
||
 
''Displays name''
 
 
 
||
 
''Update using id''
 
 
 
 
|-
 
|-
||
+
||sf_User ID
24
+
||User ID (0 if new user)
 
+
| style="text-align: center;"|
||
+
| style="text-align: center;"|Not Updatable
sf_Status ID*
+
||Mandatory field for updating records
 
 
||
 
status ID of user
 
 
 
||
 
'' ''
 
 
 
||
 
'' ''
 
 
 
 
|-
 
|-
||
+
||sf_Company ID
25
+
||ID of user's company. 0 if empty.
 
+
| style="text-align: center;"|
||
+
| style="text-align: center;"|
Sf_Status Caption
+
||Mandatory field for adding records
 
 
||
 
Status caption
 
 
 
||
 
'' ''
 
 
 
||
 
'' ''
 
 
 
 
|-
 
|-
||
+
||sf_Status ID
26
+
||Returns Status ID
 
+
| style="text-align: center;"|
||
+
| style="text-align: center;"|
sf_Updated By
+
||Update using Status ID as value
 
 
||
 
name of user who updated the record
 
 
 
||
 
 
 
||
 
 
 
 
|-
 
|-
||
+
||sf_Role ID List
27
+
||Comma delimited list of role IDs. (Starts and ends with a comma)
 
+
| style="text-align: center;"|
||
+
| style="text-align: center;"|
sf_Last Updated
+
||sf_User Role and sf_Role ID List are interchangable.
 
 
||
 
date record was last updated
 
 
 
||
 
 
 
||
 
'''Not Updatable'''
 
 
 
 
 
 
|-
 
|-
 +
||sf_Is External
 +
||Flag (1=external, 0=internal)
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
28
+
Mandatory field for adding records
 
 
||
 
sf_Created Date
 
 
 
||
 
date record was created
 
 
 
||
 
 
 
||
 
'''Not Updatable'''
 
  
 +
For updates, this attribute will follow the attribute of the parent company
  
 
|-
 
|-
 +
||sf_Status Caption
 +
||Returns Status Caption
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
29
 
 
||
 
sf_Created By
 
 
||
 
user who created the user
 
 
||
 
 
||
 
 
 
|}
 
|}
  
 
==Level 1==
 
==Level 1==
{| class="wikitable" cellpadding="5px" align="center"
+
{| class="wikitable" width="85%" cellpadding="5px" align="center"
|- style="font-weight: bold; text-align: center;"
+
|-
| style="border: 1px solid gray;" width="5%"|
+
! width="20%"|API Field Reference
''' '''
+
! width="25%"|Field Description
 
+
! style="text-align: center;" width="15%"|Allow Get/List
| style="border: 1px solid gray;" width="25%"|
+
! style="text-align: center;" width="15%"|Allow Update
'''Standard Field Name'''
+
! width="25%"|Notes External
 
+
|-
| style="border: 1px solid gray;" width="25%"|
+
||sf_Application Type
'''Description'''
+
||Returns level 1 template name
 
+
| style="text-align: center;"|
| style="border: 1px solid gray;" width="25%"|
+
| style="text-align: center;"|
'''GET Method'''
+
||Update using Type ID as value
 
 
| style="border: 1px solid gray;" width="20%"|
 
'''UPDATE Method'''
 
 
 
 
|-
 
|-
 +
||sf_Application Name
 +
||Returns value of Name standard field
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
1
+
|-
 
+
||sf_Customer
||
+
||Name of company on Client standard field
sf_Level One ID
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|
||
+
||Update using Company ID as value
Tracking ID of level 1
+
|-
 
+
||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;"|✓
 
||
 
||
'''Not Updatable'''
 
 
 
 
|-
 
|-
 +
||sf_Currency
 +
||Currency standard field
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
2
 
 
||
 
sf_Application ID
 
 
||
 
UTA ID
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Close Date
 +
||Close Date standard field
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
3
 
 
||
 
sf_Company ID
 
 
||
 
Company ID of level 1 company/client field. 0 if empty
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Modified Date
 +
||Date record was last updated
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
 
||
 
sf_Customer
 
 
||
 
Name of company
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Modified By
 +
||Name of user that last updated the record
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
4
 
 
||
 
sf_Branch ID
 
 
||
 
Company ID of level 1 branch field. 0 if empty
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Created Date
 +
||Date the record was created
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
5
 
 
||
 
sf_Person ID
 
 
||
 
User ID of level 1 people field. 0 if empty
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Created By
 +
||Name of user that created  the record
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
6
 
 
||
 
Sf_Person
 
 
||
 
Name of Person
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Probability
 +
||Probability standard field
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
7
 
 
||
 
sf_Type ID
 
 
||
 
ID of level 1 template
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Description
 +
||Returns value from Description standard field
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
8
 
 
||
 
sf_Application Type
 
 
||
 
Level 1 template type name
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Requirement
 +
||Requirement standard field
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
9
 
 
||
 
sf_Application Name
 
 
||
 
Name standard field
 
 
||
 
 
||
 
 
 
|-
 
|-
||
+
||sf_Owner
10
+
||Returns name of level 1 owner standard field
 
+
| style="text-align: center;"|
||
+
| style="text-align: center;"|
sf_Description
+
||Update using Owner ID as value
 
 
||
 
Description standard field
 
 
 
||
 
 
 
||
 
 
 
 
|-
 
|-
||
+
||sf_Branch
11
+
||Returns company name on Branch standard field
 
+
| style="text-align: center;"|
||
+
| style="text-align: center;"|
sf_Requirement
+
||Update using Branch ID as value
 
 
||
 
Requirement standard field
 
 
 
||
 
 
 
||
 
 
 
 
|-
 
|-
 +
||sf_End Date
 +
||Returns End Date and Time in YYYY-MM-DD HH:MM:SS
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
12
 
 
||
 
sf_Status ID
 
 
||
 
Status ID of level 1 status. 0 if empty
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Start Date
 +
||Returns Start Date and Time in YYYY-MM-DD HH:MM:SS
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
13
 
 
||
 
sf_Status
 
 
||
 
Name of level 1 status
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Archived
 +
||Flag (1=Archived, 0=Not Archived)
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
14
 
 
||
 
sf_Revenue
 
 
||
 
Revenue standard field
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Level One ID
 +
||Returns unique Level 1 tracking ID
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
15
+
Mandatory field for updating records
 
 
||
 
sf_Start Date
 
  
||
+
Use "recordid" in place of "sf_Level One ID" in updating records
Start date standard field
 
 
 
||
 
 
 
||
 
  
 
|-
 
|-
 +
||sf_Company ID
 +
||Company ID of level 1 company/client field. 0 if empty
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
16
 
 
||
 
sf_End Date
 
 
||
 
End date standard field
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Person ID
 +
||User ID of level 1 people field. 0 if empty
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
17
 
 
||
 
sf_Close Date
 
 
||
 
Close date standard field
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Branch ID
 +
||Company ID of level 1 branch field. 0 if empty
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
18
 
 
||
 
sf_Probability
 
 
||
 
Probability standard field
 
 
||
 
 
||
 
 
 
|-
 
|-
||
+
||sf_Type ID
41.19
+
||ID of level 1 template
 
+
| style="text-align: center;"|✓
||
+
| style="text-align: center;"|
sf_Owner ID
+
||Mandatory field for adding records<br /> Update using Type ID as value
 
 
||
 
ID of level 1 owner.
 
 
 
||
 
 
 
||
 
 
 
 
|-
 
|-
||
+
||sf_Status ID
20
+
||Status ID of level 1 status. 0 if empty
 
+
| style="text-align: center;"|✓
||
+
| style="text-align: center;"|
sf_Owner
+
||Mandatory field for adding records<br /> Update using Status ID as value
 
 
||
 
Name of level 1 owner
 
 
 
||
 
 
 
||
 
 
 
 
|-
 
|-
 +
||sf_Owner ID
 +
||ID of level 1 owner.
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
21
 
 
||
 
sf_Modified By
 
 
||
 
Name of user who modified the record
 
 
||
 
 
||
 
'''Not Updatable'''
 
 
 
 
|-
 
|-
 +
||sf_Application ID
 +
||Returns UTA ID
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
22
 
 
||
 
sf_Modified Date
 
 
||
 
Date the record was modified
 
 
||
 
 
||
 
'''Not Updatable'''
 
 
 
 
|-
 
|-
 +
||sf_Status Caption
 +
||Returns Status caption
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
23
 
 
||
 
sf_Created By
 
 
||
 
Name of user who created the record
 
 
||
 
 
||
 
'''Not Updatable'''
 
 
''' '''
 
 
 
|-
 
|-
 +
||sf_Type Caption
 +
||Returns level 1 template caption
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
24
 
 
||
 
sf_Created Date
 
 
||
 
Date record was created
 
 
||
 
 
||
 
'''Not Updatable'''
 
 
 
 
|}
 
|}
  
 
==Level 2==
 
==Level 2==
{| class="wikitable" cellpadding="5px" align="center"
+
{| class="wikitable" width="85%" cellpadding="5px" align="center"
|- style="font-weight: bold; text-align: center;"
+
|-
| style="border: 1px solid gray;" width="5%"|
+
! width="20%"|API Field Reference
''' '''
+
! width="25%"|Field Description
 
+
! style="text-align: center;" width="15%"|Allow Get/List
| style="border: 1px solid gray;" width="25%"|
+
! style="text-align: center;" width="15%"|Allow Update
'''Standard Field Name'''
+
! width="25%"|External Notes
 
+
|-
| style="border: 1px solid gray;" width="25%"|
+
||sf_Activity Type
'''Description'''
+
||Returns level 2 type name
 
+
| style="text-align: center;"|
| style="border: 1px solid gray;" width="25%"|
+
| style="text-align: center;"|
'''GET Method'''
+
||Update using Type ID as value
 
 
| style="border: 1px solid gray;" width="20%"|
 
'''UPDATE Method'''
 
 
 
 
|-
 
|-
 +
||sf_Subject
 +
||Returns level 2 subject
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
1
+
|-
 
+
||sf_Status
 +
||Returns Status name
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 +
||Update using Status ID as value
 +
|-
 +
||sf_Location
 +
||Location standard field
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
sf_Level Two ID
+
|-
 
+
||sf_Duration
 +
||Duration standard field
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
Activity ID of level 2
+
|-
 
+
||sf_Owner
 +
||Returns name of level 2 owner standard field
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 +
||Update using Owner ID as value
 +
|-
 +
||sf_Updated By
 +
||Name of user that last updated the record
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
 
+
|-
 +
||sf_Last Modified
 +
||Date record was last updated
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
'''Not Updatable'''
 
 
 
 
|-
 
|-
 +
||sf_Created Date
 +
||Date the record was created
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
2
+
|-
 
+
||sf_Created By
 +
||Name of user that created  the record
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
sf_Application ID
+
|-
 
+
||sf_Start Date
 +
||Returns Start Date and Time in YYYY-MM-DD HH:MM:SS
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
UTA ID
+
|-
 
+
||sf_End Date
 +
||Returns End Date and Time in YYYY-MM-DD HH:MM:SS
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
 
+
|-
 +
||sf_Whole Day Event
 +
||Flag (Yes, No)
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
 
 
|-
 
|-
 +
||sf_Reminder Sent
 +
||Flag (1=Yes 0=No)
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
3
+
|-
 
+
||sf_Follow-up Sent
 +
||Flag (1=Yes 0=No)
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
sf_Description
+
|-
 
+
||sf_Reminder Type
 +
||Returns ID of reminder type
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
Description standard field
+
|-
 
+
||sf_Follow-up Type
 +
||Returns Id of follow-up type
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
 
+
|-
 +
||sf_Assign Person
 +
||Comma delimited list of user IDs in assigned standard field
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
 
 
|-
 
|-
 +
||sf_Contact Person
 +
||Comma delimited list of user IDs in contact standard field
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
4
+
|-
 
+
||sf_Description
 +
||Returns value from Description standard field
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
sf_Subject
+
|-
 
+
||sf_Amount
 +
||Returns value from Amount standard field
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
Subject standard field
+
|-
 
+
||sf_Parent Name
 +
||Returns Name standard field from parent level 1
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
 
||
 
 
 
|-
 
|-
 +
||sf_Longitude
 
||
 
||
5
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|Not Updatable
 
||
 
||
sf_Type ID
+
|-
 
+
||sf_Latitude
 
||
 
||
ID of level 2/3 type
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|Not Updatable
 
||
 
||
 
||
 
 
 
|-
 
|-
 +
||sf_Level Two ID
 +
||Returns unique level 2 ID
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
6
+
Mandatory field for updating records
  
||
+
Use "recordid" in place of "sf_Level Two ID" in updating records
sf_Activity Type
 
  
 +
|-
 +
||sf_Parent ID
 +
||Returns level 1 ID from parent record
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 +
||Mandatory field for adding records<br /> <br /> Use "objectid" in place of "sf_Parent ID" for new L2 records
 +
|-
 +
||sf_Type ID
 +
||ID of level 2 template
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 +
||Mandatory field for adding records
 +
|-
 +
||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
 +
|-
 +
||sf_Owner ID
 +
||ID of level 1 owner.
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
Level 2/3 type name
+
|-
 
+
||sf_Application ID
 +
||Returns UTA ID
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
 
+
|-
 +
||sf_Status Caption
 +
||Returns Status caption
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
 
 
|-
 
|-
 +
||sf_Type Caption
 +
||Returns level 2 type caption
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
7
+
|}
  
 +
==Level 3==
 +
{| class="wikitable" width="85%" cellpadding="5px" align="center"
 +
|-
 +
! 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%"|External Notes
 +
|-
 +
||sf_Activity Type
 +
||Returns level 3 type name
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 +
||Update using Type ID as value
 +
|-
 +
||sf_Subject
 +
||Returns level 3 subject
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
sf_Parent ID
+
|-
 
+
||sf_Status
 +
||Returns Status name
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 +
||Update using Status ID as value
 +
|-
 +
||sf_Location
 +
||Location standard field
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
Parent object ID
+
|-
 
+
||sf_Duration
 +
||Duration standard field
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
 
+
|-
 +
||sf_Owner
 +
||Returns name of level 3 owner standard field
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 +
||Update using Owner ID as value
 +
|-
 +
||sf_Updated By
 +
||Name of user that last updated the record
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
 
 
|-
 
|-
 +
||sf_Last Modified
 +
||Date record was last updated
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
8
+
|-
 
+
||sf_Created Date
 +
||Date the record was created
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
sf_Assign Person
+
|-
 
+
||sf_Created By
 +
||Name of user that created  the record
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
Comma delimited list of user IDs in assigned standard field
+
|-
 
+
||sf_Start Date
 +
||Returns Start Date and Time in YYYY-MM-DD HH:MM:SS
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
 
+
|-
 +
||sf_End Date
 +
||Returns End Date and Time in YYYY-MM-DD HH:MM:SS
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
 
 
|-
 
|-
 +
||sf_Whole Day Event
 +
||Flag (Yes, No)
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
9
+
|-
 
+
||sf_Reminder Sent
 +
||Flag (1=Yes 0=No)
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
sf_Contact Person
+
|-
 
+
||sf_Follow-up Sent
 +
||Flag (1=Yes 0=No)
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
Comma delimited list of user IDs in contact standard field
+
|-
 
+
||sf_Reminder Type
 +
||Returns ID of reminder type
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
 
+
|-
 +
||sf_Follow-up Type
 +
||Returns Id of follow-up type
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
 
 
|-
 
|-
 +
||sf_Parent Subject
 +
||Returns Subject field from parent level 2
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
10
+
|-
 
+
||sf_Associated Parent
 +
||Displays level 2 ID from soft-linked UTA
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
sf_Location
+
|-
 
+
||sf_Assign Person
 +
||Comma delimited list of user IDs in assigned standard field
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
Location standard field
+
|-
 
+
||sf_Contact Person
 +
||Comma delimited list of user IDs in contact standard field
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
 
||
 
 
 
|-
 
|-
 +
||sf_Description
 +
||Returns value from Description standard field
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
11
 
 
||
 
sf_Start Date
 
 
||
 
Start date standard field
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Amount
 +
||Returns value from Amount standard field
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
12
 
 
||
 
sf_End Date
 
 
||
 
End date standard field
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Longitude
 
||
 
||
13
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|Not Updatable
||
 
sf_Duration
 
 
 
 
||
 
||
Duration standard field
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Latitude
 
||
 
||
14
+
| style="text-align: center;"|
 
+
| style="text-align: center;"|Not Updatable
||
 
sf_Amount
 
 
 
||
 
Amount standard field
 
 
 
||
 
 
 
 
||
 
||
 
 
|-
 
|-
 +
||sf_Level Three ID
 +
||Returns unique level 3 ID
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
15
+
Mandatory field for updating records
 
 
||
 
sf_Status ID
 
 
 
||
 
Status ID of status. 0 if empty
 
  
||
+
Use "recordid" in place of "sf_Level Three ID" in updating records
 
 
||
 
  
 
|-
 
|-
||
+
||sf_Parent ID
16
+
||Returns level 2 ID from parent record
 
+
| style="text-align: center;"|
||
+
| style="text-align: center;"|
sf_Status
+
||Mandatory field for adding records<br /> <br /> Use "objectid" in place of "sf_Parent ID" for new L3 records
 
 
||
 
Status name
 
 
 
||
 
 
 
||
 
 
 
 
|-
 
|-
||
+
||sf_Type ID
17
+
||ID of level 3 template
 
+
| style="text-align: center;"|
||
+
| style="text-align: center;"|
sf_Owner ID
+
||Mandatory field for adding records
 
 
||
 
User ID of owner. 0 if empty
 
 
 
||
 
 
 
||
 
 
 
 
|-
 
|-
||
+
||sf_Status ID
18
+
||Status ID of level 1 status. 0 if empty
 
+
| style="text-align: center;"|✓
||
+
| style="text-align: center;"|
sf_Owner
+
||Mandatory field for adding records
 
 
||
 
Name of owner. 0 if empty
 
 
 
||
 
 
 
||
 
 
 
 
|-
 
|-
 +
||sf_Owner ID
 +
||ID of level 1 owner.
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
19
 
 
||
 
sf_Updated By
 
 
||
 
Name of user who updated the record
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Application ID
 +
||Returns UTA ID
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
20
 
 
||
 
sf_Last Modified
 
 
||
 
Date the record was modified
 
 
||
 
 
||
 
'''Not Updatable'''
 
 
 
 
|-
 
|-
 +
||sf_Status Caption
 +
||Returns Status caption
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
21
 
 
||
 
sf_Created By
 
 
||
 
Name of user who created the record
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||sf_Type Caption
 +
||Returns level 3 type caption
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
22
 
 
||
 
sf_Created Date
 
 
||
 
Date record was created
 
 
||
 
 
||
 
'''Not Updatable'''
 
 
 
 
|}
 
|}
 
==Level 3==
 
See Level 2.
 
 
 
  
 
==Multiple Address==
 
==Multiple Address==
{| class="wikitable" cellpadding="5px" align="center"
+
{| class="wikitable" width="85%" cellpadding="5px" align="center"
|- style="font-weight: bold; text-align: center;"
+
|-
| style="border: 1px solid gray;" width="5%"| 
+
! width="20%"|API Field Reference
| style="border: 1px solid gray;" width="25%"|
+
! width="25%"|Field Description
'''Standard Field Name'''
+
! style="text-align: center;" width="15%"|Allow Get/List
 
+
! style="text-align: center;" width="15%"|Allow Update
| style="border: 1px solid gray;" width="25%"|
+
! width="25%"|External Notes
'''Description'''
+
|-
 
+
||sf_Address ID
| style="border: 1px solid gray;" width="25%"|
+
||Unique id in Multiple Address table
'''GET Method'''
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|Not Updatable
| style="border: 1px solid gray;" width="20%"|
+
||Mandatory field for updating records
'''UPDATE Method'''
+
|-
 
+
||sf_Object ID
 +
||Object ID of parent record. Could be companyid, contactid.
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|
 +
||Mandatory field for adding records
 +
|-
 +
||sf_Type ID
 +
||Address type ID
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|
 +
||Mandatory field for adding records
 
|-
 
|-
 +
||sf_Type
 +
||Address Type
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
1
+
|-
 
+
||sf_Address
 
||
 
||
sf_Address ID
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|✓
 
||
 
||
Unique id in Multiple Address table
+
|-
 
+
||sf_Address 2
 
||
 
||
 
+
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
 
 
|-
 
|-
 +
||sf_City
 
||
 
||
2
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|✓
 
||
 
||
sf_Object ID
+
|-
 
+
||sf_State / Province
 
||
 
||
companyid / contactid / providerid / consumerid
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|
||
 
 
 
 
||
 
||
 
 
|-
 
|-
 +
||sf_Zip / Postal Code
 
||
 
||
3
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|✓
 
||
 
||
sf_Type ID
+
|-
 
+
||sf_Country
 
||
 
||
Multiple Address Type ID
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|✓
 
||
 
||
 
+
|-
 +
||sf_Last Modified
 +
||Date record was last updated
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
 
 
|-
 
|-
 +
||sf_Primary Address
 +
||Flag (1=Yes, 0=No)
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 +
||Mandatory field for adding records
 +
|-
 +
||sf_Updated By
 +
||Name of user that last updated the record
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
4
+
|}
  
 +
==Associations==
 +
{| class="wikitable" width="85%" cellpadding="5px" align="center"
 +
|-
 +
! 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%"|External Notes
 +
|-
 +
||objectid
 
||
 
||
sf_Type
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|✓
 
||
 
||
Type name
+
|}
  
 +
==Transactions==
 +
{| class="wikitable" width="85%" cellpadding="5px" align="center"
 +
|-
 +
! 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%"|External Notes
 +
|-
 +
||sf_Start Date
 
||
 
||
 
+
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
 
 
|-
 
|-
 +
||sf_End Date
 
||
 
||
5
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|✓
 
||
 
||
sf_Address
+
|-
 
+
||sf_Description
 
||
 
||
Address standard field
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|✓
 
||
 
||
 
||
 
 
 
|-
 
|-
 +
||sf_Subject
 
||
 
||
6
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|✓
 
||
 
||
sf_Address 2
+
|-
 
+
||sf_Status
 +
||Returns transaction status name
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
Address 2 standard field
+
|-
 
+
||sf_Modified Date
 +
||Date record was last updated
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
 
+
|-
 +
||sf_Updated By
 +
||Name of user that last updated the record
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
 
 
|-
 
|-
 +
||sf_Created Date
 +
||Date the record was created
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
7
+
|-
 
+
||sf_Created By
 +
||Name of user that created  the record
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
sf_City
+
|-
 +
||sf_Type
 +
||Transaction type
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 +
||Mandatory field for adding records
 +
|-
 +
||sf_Transaction ID
 +
||Unique ID for the transaction record
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 +
||Mandatory field for updating records
 +
|-
 +
||sf_Object ID
 +
||Parent object id for the transaction
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 +
||Mandatory field for adding records
 +
|}
  
||
+
==Notes==
City standard field
+
Notes can only be retrieved via GET and LIST. They cannot be created or updated via SmartConnect.
  
 +
{| class="wikitable" width="85%" cellpadding="5px" align="center"
 +
|-
 +
! 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%"|External Notes
 +
|-
 +
||sf_Note ID
 +
||Unique ID for the Note record
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
 
+
|-
 +
||sf_Type
 +
||Note Type
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
 
 
|-
 
|-
 +
||sf_Type ID
 +
||Type ID
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
8
+
|-
 
+
||sf_Content
 +
||Contents of the note
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
sf_State / Province
+
|-
 
+
||sf_Created By
 +
||Name of user that created  the record
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
Province standard field
+
|-
 
+
||sf_Created Date
 +
||Date the record was created
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
 
+
|-
 +
||sf_Object ID
 +
||Parent object id for the note
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
 +
|}
  
 +
==System Variables==
 +
{| class="wikitable" width="85%" cellpadding="5px" align="center"
 
|-
 
|-
 +
! 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%"|External Notes
 +
|-
 +
||sf_ID
 +
||System variable record ID.
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 +
||Mandatory field for updating records
 +
|-
 +
||sf_Name
 +
||Variable Name
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
9
+
|-
 
+
||sf_Value
 +
||Value of the variable
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
sf_Zip / Postal Code
+
|-
 
+
||sf_Description
 +
||Variable Description
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
Postal code standard field
+
|}
  
 +
==Consumer/Provider==
 +
{| class="wikitable" width="85%" cellpadding="5px" align="center"
 +
|-
 +
! 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%"|External Notes
 +
|-
 +
||providerappid
 +
||[[Determining_the_applicationid|Application ID]] of the provider UTA
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
 
+
|-
 +
||consumerappid
 +
||[[Determining_the_applicationid|Application ID]] of the consumer UTA
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
 
 
|-
 
|-
 +
||providerid
 +
||[[Determining_the_opportunityid|Opportunity ID]] or [[Determining_the_eventid|Event ID]] of the provider UTA L1/L2
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
10
+
|-
 
+
||consumerid
||
+
||[[Determining_the_opportunityid|Opportunity ID]] or [[Determining_the_eventid|Event ID]] of the consumer UTA L1/L2
sf_Country
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|Not Updatable
||
 
Country name
 
 
 
 
||
 
||
''Displays country name''
 
 
||
 
''Update using country id''
 
 
 
|-
 
|-
 +
||roleid
 +
||Connection roleid between consumer/provider
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Updatable
 
||
 
||
11
 
 
||
 
sf_Last Modified
 
 
||
 
date the record was last updated
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||rolename
 +
||Connection rolename between consumer/provider
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Updatable
 
||
 
||
12
 
 
||
 
sf_Primary Address
 
 
||
 
Is primary address (1=yes, 0=no)
 
 
||
 
 
||
 
 
 
|-
 
|-
 +
||associationid
 +
||Unique identifier for the consumer/provider relationship table
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"| 
 
||
 
||
13
 
 
||
 
sf_Updated By
 
 
||
 
Last updated user id
 
 
||
 
 
 
||
 
||
 
 
|}
 
|}
  
 
==See Also==
 
==See Also==
[[JSON API (SmartConnect)]] <br />
+
[[SmartConnect_-_RESTful_API|SmartConnect - RESTful API]]
[[JSON API (SmartConnect) Prerequisite]]
 
 
 
 
 
  
  
 
[[Category:Integration]][[Category:API]][[Category:SmartConnect RESTful API]]
 
[[Category:Integration]][[Category:API]][[Category:SmartConnect RESTful API]]

Latest revision as of 11:48, 25 September 2020

The following lists the database field names associated with Standard Fields.

These are used in JSON API (SmartConnect).

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) Not Updatable

Mandatory field for adding records

For updates, this attribute will follow the attribute of the parent company

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 Company ID or Company 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) Not Updatable

Mandatory field for adding records

For updates, this attribute will follow the attribute of the parent company

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

Use "recordid" in place of "sf_Level One ID" in 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
sf_Status Caption Returns Status caption Not Updatable
sf_Type Caption Returns level 1 template caption Not Updatable

Level 2

API Field Reference Field Description Allow Get/List Allow Update External Notes
sf_Activity Type Returns level 2 type name Update using Type ID as value
sf_Subject Returns level 2 subject
sf_Status Returns Status name Update using Status ID as value
sf_Location Location standard field
sf_Duration Duration standard field
sf_Owner Returns name of level 2 owner standard field Update using Owner ID as value
sf_Updated By Name of user that last updated the record Not Updatable
sf_Last Modified Date record was last updated 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_Start Date Returns Start Date and Time in YYYY-MM-DD HH:MM:SS
sf_End Date Returns End Date and Time in YYYY-MM-DD HH:MM:SS
sf_Whole Day Event Flag (Yes, No)
sf_Reminder Sent Flag (1=Yes 0=No)
sf_Follow-up Sent Flag (1=Yes 0=No)
sf_Reminder Type Returns ID of reminder type
sf_Follow-up Type Returns Id of follow-up type
sf_Assign Person Comma delimited list of user IDs in assigned standard field
sf_Contact Person Comma delimited list of user IDs in contact standard field
sf_Description Returns value from Description standard field
sf_Amount Returns value from Amount standard field
sf_Parent Name Returns Name standard field from parent level 1
sf_Longitude Not Updatable
sf_Latitude Not Updatable
sf_Level Two ID Returns unique level 2 ID Not Updatable

Mandatory field for updating records

Use "recordid" in place of "sf_Level Two ID" in updating records

sf_Parent ID Returns level 1 ID from parent record Mandatory field for adding records

Use "objectid" in place of "sf_Parent ID" for new L2 records
sf_Type ID ID of level 2 template Mandatory field for adding records
sf_Status ID Status ID of level 1 status. 0 if empty Mandatory field for adding records
sf_Owner ID ID of level 1 owner.
sf_Application ID Returns UTA ID Not Updatable
sf_Status Caption Returns Status caption Not Updatable
sf_Type Caption Returns level 2 type caption Not Updatable

Level 3

API Field Reference Field Description Allow Get/List Allow Update External Notes
sf_Activity Type Returns level 3 type name Update using Type ID as value
sf_Subject Returns level 3 subject
sf_Status Returns Status name Update using Status ID as value
sf_Location Location standard field
sf_Duration Duration standard field
sf_Owner Returns name of level 3 owner standard field Update using Owner ID as value
sf_Updated By Name of user that last updated the record Not Updatable
sf_Last Modified Date record was last updated 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_Start Date Returns Start Date and Time in YYYY-MM-DD HH:MM:SS
sf_End Date Returns End Date and Time in YYYY-MM-DD HH:MM:SS
sf_Whole Day Event Flag (Yes, No)
sf_Reminder Sent Flag (1=Yes 0=No)
sf_Follow-up Sent Flag (1=Yes 0=No)
sf_Reminder Type Returns ID of reminder type
sf_Follow-up Type Returns Id of follow-up type
sf_Parent Subject Returns Subject field from parent level 2
sf_Associated Parent Displays level 2 ID from soft-linked UTA
sf_Assign Person Comma delimited list of user IDs in assigned standard field
sf_Contact Person Comma delimited list of user IDs in contact standard field
sf_Description Returns value from Description standard field
sf_Amount Returns value from Amount standard field
sf_Longitude Not Updatable
sf_Latitude Not Updatable
sf_Level Three ID Returns unique level 3 ID Not Updatable

Mandatory field for updating records

Use "recordid" in place of "sf_Level Three ID" in updating records

sf_Parent ID Returns level 2 ID from parent record Mandatory field for adding records

Use "objectid" in place of "sf_Parent ID" for new L3 records
sf_Type ID ID of level 3 template Mandatory field for adding records
sf_Status ID Status ID of level 1 status. 0 if empty Mandatory field for adding records
sf_Owner ID ID of level 1 owner.
sf_Application ID Returns UTA ID Not Updatable
sf_Status Caption Returns Status caption Not Updatable
sf_Type Caption Returns level 3 type caption Not Updatable

Multiple Address

API Field Reference Field Description Allow Get/List Allow Update External Notes
sf_Address ID Unique id in Multiple Address table Not Updatable Mandatory field for updating records
sf_Object ID Object ID of parent record. Could be companyid, contactid. Mandatory field for adding records
sf_Type ID Address type ID Mandatory field for adding records
sf_Type Address Type
sf_Address
sf_Address 2
sf_City
sf_State / Province
sf_Zip / Postal Code
sf_Country
sf_Last Modified Date record was last updated Not Updatable
sf_Primary Address Flag (1=Yes, 0=No) Mandatory field for adding records
sf_Updated By Name of user that last updated the record Not Updatable

Associations

API Field Reference Field Description Allow Get/List Allow Update External Notes
objectid

Transactions

API Field Reference Field Description Allow Get/List Allow Update External Notes
sf_Start Date
sf_End Date
sf_Description
sf_Subject
sf_Status Returns transaction status name
sf_Modified Date Date record was last updated Not Updatable
sf_Updated 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_Type Transaction type Mandatory field for adding records
sf_Transaction ID Unique ID for the transaction record Not Updatable Mandatory field for updating records
sf_Object ID Parent object id for the transaction Mandatory field for adding records

Notes

Notes can only be retrieved via GET and LIST. They cannot be created or updated via SmartConnect.

API Field Reference Field Description Allow Get/List Allow Update External Notes
sf_Note ID Unique ID for the Note record Not Updatable
sf_Type Note Type Not Updatable
sf_Type ID Type ID Not Updatable
sf_Content Contents of the note 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_Object ID Parent object id for the note Not Updatable

System Variables

API Field Reference Field Description Allow Get/List Allow Update External Notes
sf_ID System variable record ID. Not Updatable Mandatory field for updating records
sf_Name Variable Name
sf_Value Value of the variable
sf_Description Variable Description

Consumer/Provider

API Field Reference Field Description Allow Get/List Allow Update External Notes
providerappid Application ID of the provider UTA Not Updatable
consumerappid Application ID of the consumer UTA Not Updatable
providerid Opportunity ID or Event ID of the provider UTA L1/L2 Not Updatable
consumerid Opportunity ID or Event ID of the consumer UTA L1/L2 Not Updatable
roleid Connection roleid between consumer/provider Updatable
rolename Connection rolename between consumer/provider Updatable
associationid Unique identifier for the consumer/provider relationship table  

See Also

SmartConnect - RESTful API