Difference between revisions of "SmartConnect - Appendix: Standard Field Names"
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||Flag (1=external, 0=internal) | ||Flag (1=external, 0=internal) | ||
| style="text-align: center;"|✓ | | style="text-align: center;"|✓ | ||
| − | | style="text-align: center;"| | + | | style="text-align: center;"|Not Updatable |
| − | ||Mandatory field for adding records | + | || |
| + | Mandatory field for adding records | ||
| + | |||
| + | For updates, this attribute will follow the attribute of the parent company | ||
| + | |||
|- | |- | ||
||sf_Status Caption | ||sf_Status Caption | ||
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| style="text-align: center;"|✓ | | style="text-align: center;"|✓ | ||
| style="text-align: center;"|✓ | | style="text-align: center;"|✓ | ||
| − | ||When updating, use | + | ||When updating, use Company ID or Company name as value |
|- | |- | ||
||sf_Middle Name | ||sf_Middle Name | ||
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||Flag (1=external, 0=internal) | ||Flag (1=external, 0=internal) | ||
| style="text-align: center;"|✓ | | style="text-align: center;"|✓ | ||
| − | | style="text-align: center;"| | + | | style="text-align: center;"|Not Updatable |
| − | ||Mandatory field for adding records | + | || |
| + | Mandatory field for adding records | ||
| + | |||
| + | For updates, this attribute will follow the attribute of the parent company | ||
| + | |||
|- | |- | ||
||sf_Status Caption | ||sf_Status Caption | ||
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|} | |} | ||
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==Level 1== | ==Level 1== | ||
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||Unique identifier for the consumer/provider relationship table | ||Unique identifier for the consumer/provider relationship table | ||
| style="text-align: center;"|✓ | | style="text-align: center;"|✓ | ||
| − | | style="text-align: center;"| | + | | style="text-align: center;"| |
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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).
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) | ✓ | 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 | ✓ |
