Difference between revisions of "Creating SmartConnect Functions"

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(SmartConnect Function Samples)
(SmartConnect Function Samples)
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==SmartConnect Function Samples==
 
==SmartConnect Function Samples==
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Visit the '''[https://api.smartsimple.com/devtools/dev_api.html interactive demonstration page]''' to test the sample functions created.
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[[Image:GetCompany.PNG|thumb|right|851x230px|<strong>Get Company</strong>]]
 
[[Image:GetCompany.PNG|thumb|right|851x230px|<strong>Get Company</strong>]]
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Examples:
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1. Retrieve a Single Organization Record
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2. Retrieve a Single Contact Record
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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>]]
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[[Image:UpdateCompany.PNG|thumb|right|851x230px|<strong>Update Company</strong>]]
 
[[Image:UpdateCompany.PNG|thumb|right|851x230px|<strong>Update Company</strong>]]
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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>]]
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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>]]
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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>]]
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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>]]
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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>]]
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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>]]
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Revision as of 11:37, 27 March 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 created.

Function      Sample

'Get'

Get Company

Examples: 1. Retrieve a Single Organization Record 2. Retrieve a Single Contact Record

'List'

List Level One

'Update'

Update Company

'Download File'

Download Files from Level One

'List File'

List Files from Level One

'Search File'

Search Files from Level One

'List Notes'

List Notes from a Company

'List Multiple Addresses'

Get all multiple addresses of a Company

'Update Multiple Addresses'

Update multiple addresses of a Company

See Also

JSON API (SmartConnect)
JSON API (SmartConnect) Prerequisite
Using JSON functions
JSON API (SmartConnect) Standard Field Names


API Sample Code