Difference between revisions of "Creating SmartConnect Functions"
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[[Image:GetCompany.PNG|thumb|right|851x230px|<strong>Get Company</strong>]] | [[Image:GetCompany.PNG|thumb|right|851x230px|<strong>Get Company</strong>]] | ||
<span style="color: #247859;"> </span><br /> | <span style="color: #247859;"> </span><br /> | ||
− | <span style="color: #247859;"> 3. | + | <span style="color: #247859;"> 3.01.1 Get Method Sample 1: Retrieve a Single Organization Record</span><br /> |
− | <span style="color: #247859;"> 3. | + | <span style="color: #247859;"> 3.01.2 Get Method Sample 2: Retrieve a Single Contact Record</span><br /> |
− | <span style="color: #247859;"> 3. | + | <span style="color: #247859;"> 3.01.3 Get Method Sample 3: Retrieve a Single Grant Application Record</span><br /> |
− | <span style="color: #247859;"> 3. | + | <span style="color: #247859;"> 3.01.4 Get Method Sample 4: Retrieve a Single Grant Application Payment Record</span><br /> |
− | <span style="color: #247859;"> 3. | + | <span style="color: #247859;"> 3.01.5 Get Method Sample 5: List Files</span> |
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[[Image:ListSample.PNG|thumb|right|851x230px|<strong>List Level One</strong>]] | [[Image:ListSample.PNG|thumb|right|851x230px|<strong>List Level One</strong>]] | ||
<span style="color: #247859;"> </span><br /> | <span style="color: #247859;"> </span><br /> | ||
− | <span style="color: #247859;"> 3. | + | <span style="color: #247859;"> 3.02.1 List Method Sample 1: Retrieve a list of contacts</span><br /> |
− | <span style="color: #247859;"> 3. | + | <span style="color: #247859;"> 3.02.2 List Method Sample 2: Retrieve a list of organizations</span><br /> |
− | <span style="color: #247859;"> 3. | + | <span style="color: #247859;"> 3.02.3 List Method Sample 3: CMS360° - Retrieve a list of claims</span><br /> |
− | <span style="color: #247859;"> 3. | + | <span style="color: #247859;"> 3.02.4 List Method Sample 4: CMS360°- Retrieve a list of Services</span><br /> |
− | <span style="color: #247859;"> 3. | + | <span style="color: #247859;"> 3.02.5 List Method Sample 5: CMS360°- Retrieve Assessors list</span><br /> |
− | <span style="color: #247859;"> 3. | + | <span style="color: #247859;"> 3.02.6 List Method Sample 6: CMS360°- Retrieve a List of Grants</span> |
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[[Image:UpdateCompany.PNG|thumb|right|851x230px|<strong>Update Company</strong>]] | [[Image:UpdateCompany.PNG|thumb|right|851x230px|<strong>Update Company</strong>]] | ||
<br /> | <br /> | ||
− | <span style="color: #247859;"> 3. | + | <span style="color: #247859;"> 3.03.1 Update Method Sample 1: Create organizations</span><br /> |
− | <span style="color: #247859;"> 3. | + | <span style="color: #247859;"> 3.03.2 Update Method Sample 2: Create/Update User</span> |
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[[Image:DownloadFiles.PNG|thumb|right|851x230px|<strong>Download Files from Level One</strong>]] | [[Image:DownloadFiles.PNG|thumb|right|851x230px|<strong>Download Files from Level One</strong>]] | ||
<br /> | <br /> | ||
− | <span style="color: #247859;"> 3. | + | <span style="color: #247859;"> 3.04.1 Download File Method Sample 1: Download file(s) from a company profile</span> |
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[[Image:ListFiles.PNG|thumb|right|851x230px|<strong>List Files from Level One</strong>]] | [[Image:ListFiles.PNG|thumb|right|851x230px|<strong>List Files from Level One</strong>]] | ||
<br /> | <br /> | ||
− | <span style="color: #247859;"> 3. | + | <span style="color: #247859;"> 3.05.1 List Files Method Sample 1: from an organization</span><br /> |
− | <span style="color: #247859;"> 3. | + | <span style="color: #247859;"> 3.05.2 List Files Method Sample 2: from an application</span> |
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[[Image:SearchFiles.PNG|thumb|right|851x230px|<strong>Search Files from Level One</strong>]] | [[Image:SearchFiles.PNG|thumb|right|851x230px|<strong>Search Files from Level One</strong>]] | ||
<br /> | <br /> | ||
− | <span style="color: #247859;"> 3. | + | <span style="color: #247859;"> 3.06.1 Search Files Method Sample 1: Search Case Documents </span> |
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[[Image:ListNotes.PNG|thumb|right|851x230px|<strong>List Notes from a Company</strong>]] | [[Image:ListNotes.PNG|thumb|right|851x230px|<strong>List Notes from a Company</strong>]] | ||
<br /> | <br /> | ||
− | <span style="color: #247859;"> 3. | + | <span style="color: #247859;"> 3.07.1 List Notes Method Sample 1: from an application</span> |
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[[Image:ListMultipleAddresses.PNG|thumb|right|851x230px|<strong>Get all multiple addresses of a Company</strong>]] | [[Image:ListMultipleAddresses.PNG|thumb|right|851x230px|<strong>Get all multiple addresses of a Company</strong>]] | ||
<br /> | <br /> | ||
− | <span style="color: #247859;"> 3. | + | <span style="color: #247859;"> 3.08.1 List Multiple Addresses Method Sample 1: Multiple Addresses of an Organization</span> |
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[[Image:UpdateMultipleAddresses.PNG|thumb|right|851x230px|<strong>Update multiple addresses of a Company</strong>]] | [[Image:UpdateMultipleAddresses.PNG|thumb|right|851x230px|<strong>Update multiple addresses of a Company</strong>]] | ||
<br /> | <br /> | ||
− | <span style="color: #247859;"> 3. | + | <span style="color: #247859;"> 3.09.1 Update Multiple Addresses Method Sample 1: update addresses of an Organization</span> |
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<br /> | <br /> | ||
<span style="color: #247859;"> 3.12.1 Get Metadata Sample 1: CMS360°: Application Metadata</span><br /> | <span style="color: #247859;"> 3.12.1 Get Metadata Sample 1: CMS360°: Application Metadata</span><br /> | ||
− | <span style="color: #247859;"> 3.12.2 Get Metadata Sample 1: GMS360°: Application Metadata</span> | + | <span style="color: #247859;"> 3.12.2 Get Metadata Sample 1: GMS360°: Application Metadata</span> |
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<br /> | <br /> | ||
<span style="color: #247859;"> 3.13.1 Get Report Sample 1: CMS360°: Report - Assessor Count by Specialty</span><br /> | <span style="color: #247859;"> 3.13.1 Get Report Sample 1: CMS360°: Report - Assessor Count by Specialty</span><br /> | ||
− | <span style="color: #247859;"> 3.13.2 Get Report Sample 2: GMS360°: Grants by Organization Report</span | + | <span style="color: #247859;"> 3.13.2 Get Report Sample 2: GMS360°: Grants by Organization Report</span> |
Revision as of 15:58, 30 May 2018
SmartConnect functions are specific to individual copies of SmartSimple so you can only use the functions that are have been previously established in that copy. The article describes how you add functions to an instance.
Creating a New Function
You need to have Global User Administrator permissions in order to add JSON functions.
1. Log into the copy of SmartSimple where you wish to add the function.
2. Navigate to Global Settings
3. Click on the Connectivity tab
4. Click on the SmartConnect API link
- Any existing Functions are displayed
5. Click on the + button to create a new function.
Function Settings
Each function has the following settings:
- Name – you will use this name to call the function from your own code.
- Description – used to provide documentation as to the function’s purpose.
- Object Type – a list of all SmartSimple objects within this instance. This will include; Report (reports you have created in the instance), Organization (company records), Users (system users and contacts), and each Universal Tracking Application™ Level 1, Level 2 and Level 3 type that you have created in the instance.
- Action Types – this defines the action to be taken by the function. The following actions are available: GET, LIST, UPDATE, DOWNLOAD FILE, and LIST FILES. Details on these Action Types / Methods are available in the following section.
- Field List – this restricts the fields that are to be retrieved from the underlying object.
SmartConnect Function Samples
Visit the interactive demonstration page to test the sample functions.
Function | Sample |
'Get' |
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'List' |
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'Update' |
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'Download File' |
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'List File' |
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'Search File' |
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'List Notes' |
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'List Multiple Addresses' |
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'Update Multiple Addresses' |
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'List Associations' |
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'Update Associations' |
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'Metadata' |
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'Report' |
|
See Also
JSON API (SmartConnect)
JSON API (SmartConnect) Prerequisite
Using JSON functions
JSON API (SmartConnect) Standard Field Names