Changes

Creating SmartConnect Functions

7,249 bytes added, 15:01, 23 June 2023
Delete Multiple Upload Files
: '''''sample3:'''''
: An example query with brackets: ( (cf_somefield1 like '%whatever%' or cf_somefield2 like  '%whatever%'  or cf_somefield3 like  '%whatever%'  or cf_somefield4like  '%whatever%' ) and (cf_someotherfield1='whatever' or cf_someotherfield2='whatever else'))
: criteria: [{ "andor": "(", "field": "cf_somefield1", "operator": "like", "value": "whatever" },{ "andor": "or", "field": "cf_somefield2", "operator": "like", "value": "whatever" },{ "andor": "or", "field": "cf_somefield3", "operator": "like", "value": "whatever" },{ "andor": "or", "field": "cf_somefield4", "operator": "like", "value": "whatever" },{ "andor": ") and (", "field": "cf_someotherfield1", "operator": "=", "value": "whatever" },{ "andor": "or", "field": "cf_someotherfield2", "operator": "=", "value": ""whatever else" }]
: sortby: 
: othersettings : {"getstorevalue":"0","keyformat":"0"}
[[File:APIFunctionDeleteL1User.PNG|800px]]
 
====Delete Multiple Upload Files====
<!-- 138847 - API function to delete files -->
After the July 2023 upgrade, new function to delete files from Upload - Multiple Files Storage fields was added.
'''Function Name'''  -  3.09.6 Delete Files in Level One<br />
'''Description'''  - Delete existing files from a multiple file field in [[Category:Universal_Tracking_Application|Universal Tracking Application]] Level 1 record<br />
'''Object Type'''  -  Submission Manager - Grant<br />
'''Action Type '''  -  Files - Delete<br />
'''Field List'''  - cf_multiplefilefield
 
 
<u>'''Sample'''</u><br/>
'''Description'''  - To delete existing files from a multiple file field in Submission Manager Level 1<br/>
'''Mandatory fields'''<br/>
objectid -  is the [[Universal Tracking Application]] Level 1 id (opportunityid) where the file to be deleted is located.<br/>
fieldid -  the field id of the multiple file field<br/>
filename -  the filename of the file to be deleted
 
--Begin custom parameter --<br />
jsonrset : [{"objectid":"1223454","fieldid":"3163245","filename":"147807_dup.png"},{"objectid":"1223454","fieldid":"2697568","filename":"128895.png"}]<br />
--End custom parameter--
===Transaction===
=====Create or Update Transaction Record in Submission Manager L1=====
<u>'''Sample A''' - creating new transaction record from API v1</u><br/>
'''Function Name'''  -  3.10.3.2 Create or Update Transaction Record in Submission Manager L1<br />
'''Description'''  - Create new transaction record attached to a Submission Manager L1 record <br />
[[File:TransactionUpdate.PNG|800px]]
 
<u>'''Sample B''' - creating new transaction record in Submission Mgr L1 from API v2</u><br/>
<!--134010 - SmartConnect API link and unlink transactions from Objects-->
 
'''Function Name'''  -  3.10.3.2  Create or Update Transaction Record in Submission Manager L1 (API v2)<br />
'''Description'''  - Create new transaction record attached to a Submission Manager L1 record <br />
'''Object Type'''  -  Submission Manager - Transactions<br />
'''Action Type '''  - Update<br />
'''Field List'''  -  sf_Object ID;;sf_Subject;;sf_Status;;sf_Type;;cf_Remarks;;
 
Note that translevel is new in version 2 where translevel=1 for UTA L1 and translevel=2 for UTA L2.
 
'''Mandatory fields''' to add a new transaction record:<br/>
recordid -  the unique identifier from the transaction table. To create new record, recordid should be '0'<br/>
sf_Object ID -  is the object(UTA L1) the transaction would be attached to.<br/>
sf_Type -  [[Transaction_Custom_and_Standard_Field_Types|Transaction Type]] of the transaction record.<br/>
sf_Status - [[Transaction_Status|Transaction Status]] of the transaction record.<br/>
translevel -  is the UTA Level (UTA L1/L2) the transaction would be attached to. <span style="color: #ff0000;">(NEW that is implemented in API v2)</span>
 
 
--Begin custom parameter --<br />
jsonrset : [{"recordid":"0","sf_Object ID":"10697883","sf_Type":"2119","sf_Status":"82626","translevel":"1","sf_Subject":"Test Transaction Record"}]<br />
--End custom parameter--
 
'''<span style="color: #ff0000;">New Endpoint</span>: '''/API/2/transactions/
 
[[File:Transactions_01.png|800px]]
 
 
<u>'''Sample C''' - creating new transaction record in Submission Mgr L2 from API v2</u><br/>
<!--134010 - SmartConnect API link and unlink transactions from Objects--><br/>
 '''Function Name'''  -  3.10.3.2 Create or Update Transaction Record in Submission Manager L2 (API v2)<br/>
 '''Description'''  - Create new transaction record attached to a Submission Manager L2 record<br/>
 '''Object Type'''  -  Submission Manager - Transactions<br/>
 '''Action Type '''  - Update<br/>
 '''Field List'''  -  sf_Object ID;;sf_Subject;;sf_Status;;sf_Type;;cf_Remarks;;<br/>
 
Note that translevel is new in version 2 where translevel=1 for UTA L1 and translevel=2 for UTA L2.<br/>
 
'''Mandatory fields''' to add a new transaction record:<br/>
recordid -  the unique identifier from the transaction table. To create new record, recordid should be '0'<br/>
sf_Object ID -  is the object(UTA L2) the transaction would be attached to.<br/>
sf_Type -  [[Transaction_Custom_and_Standard_Field_Types|Transaction Type]] of the transaction record.<br/>
sf_Status - [[Transaction_Status|Transaction Status]] of the transaction record.<br/>
translevel -  is the UTA Level (UTA L1/L2) the transaction would be attached to. <span style="color: #ff0000;">(NEW that is implemented in API v2)</span><br/>
 
--Begin custom parameter --<br/>
 jsonrset : [{"recordid":"0","sf_Object ID":"10697974","sf_Type":"2184","sf_Status":"82626","sf_Subject":"Test Transaction Record","translevel":"2"}]<br/>
 --End custom parameter--<br/>
 
'''<span style="color: #ff0000;">New Endpoint</span>: '''/API/2/transactions/<br/>
 
[[File:Transactions_02.png|800px]]
====Delete Transaction Record====
====Link/Unlink Transaction Record from other objects====
<!--134010 - SmartConnect API link and unlink transactions from Objects-->
This new feature to link/unlink transactions is only available in APIv2 and only for L1 & L2 transactions.
<p>This new feature to link/unlink transactions is only available in APIv2 and only for L1 & L2 transactions.
<u>'''Sample A - Link existing transactions to and an existing L1/L2'''</u><br/>'''Function Name'''  -  3.10.3.2 Create or Update Transaction Record in  Link transaction record to an existing Submission Manager L1<br data-attributes="%20/"> '''Description'''  - Create new Link existing company transaction record attached to a an existing Submission Manager L1 record<br data-attributes="%20/">
 '''Object Type'''  -  Submission Manager - Transactions<br data-attributes="%20/">
 '''Action Type '''  - UpdateLink / Unlink<br data-attributes="%20/"> '''Field List'''  -  sf_Object   cf_5469887 '''Mandatory fields''' sf_Object ID -  is the object(UTA L1 id) the transaction would be attached to. <br/>translevel -  level in the UTA to link the transaction to.<br/>sf_ transaction id -  is the existing transaction record id.<br/>islink -  indicates to link the transaction to a record.<br/>cf_5469887 -  transaction custom field.<br/> --Begin custom parameter --<br/> jsonrset : [{"recordid":"0","sf_Object ID":"1123456","translevel":"1","cf_5469887":"Test linking Transaction to SML1","sf_transaction id":"6165326","islink":"1"}]<br/> --End custom parameter--<br/> <u>'''Sample B - Unlink existing transactions to an existing L1'''</u><br data-attributes="/"> '''Function Name'''  -   Unlink transaction record to an existing Submission Manager L1<br/>  '''Description'''  - Unlink existing company transaction record from the Submission Manager L1 record<br/>  '''Object Type'''  -  Submission Manager - Transactions<br/>  '''Action Type '''  - Link / Unlink<br/>  '''Field List'''  -   '''Mandatory fields'''<br/>sf_Object ID;;sf_Subject;;sf_Status;;sf_Type-  is the object(UTA L1 id) the transaction would be attached to.<br/>translevel -  level in the UTA to link the transaction to.<br/>sf_ transaction id -  is the existing transaction record id.<br/>unlink -  indicates to link the transaction to a record.<br/> --Begin custom parameter --<br/>  jsonrset : [{"sf_Object ID":"1123456","translevel":"1","sf_transaction id":"6165326","unlink":"1"}]<br/>--End custom parameter--<br/> <u>'''Sample C - Link existing transactions to an existing L2'''</u><br data-attributes="/"> '''Function Name'''  -   Link transaction record to an existing Submission Manager L2<br/>  '''Description'''  - Link existing company transaction record to an existing Submission Manager L2 record<br/>  '''Object Type'''  -  Submission Manager - Transactions<br/>  '''Action Type '''  - Link / Unlink<br/>  '''Field List'''  -  cf_5469887 '''Mandatory fields''' <br/>sf_Object ID -  is the object(UTA L2 id) the transaction would be attached to.<br/>translevel -  level in the UTA to link the transaction to.<br/>sf_ transaction id -  is the existing transaction record id.<br/>islink -  indicates to link the transaction to a record.<br/>cf_5469887 -  transaction custom field.<br/> --Begin custom parameter --<br/>  jsonrset : [{"recordid":"0","sf_Object ID":"50268865","translevel":"2","cf_5469887":"Test linking Transaction to SML2","sf_transaction id":"6165326","islink":"1"}]<br/>--End custom parameter--<br/>
<u>'''Mandatory fieldsSample D - Unlink existing transactions to an existing L2''' to add a new transaction record:</u><br data-attributes="/"> recordid -  the unique identifier from the transaction table. To create new record, recordid should be  '''Function Name''0'  -   Unlink transaction record to an existing Submission Manager L2<br data-attributes="/"> sf_Object ID   '''Description'''  -  is the object(Organization, User, UTA L1/Unlink existing company transaction record from the Submission Manager L2) the transaction would be attached to.record<br data-attributes="/"> sf_Type   '''Object Type'''  -  [[Transaction_Custom_and_Standard_Field_Types|Transaction Type]] of the transaction record.Submission Manager - Transactions<br data/>  '''Action Type '''  -attributes="Link / Unlink<br/"> sf_Status   '''Field List'''  - [[Transaction_Status|Transaction Status]] of the transaction record.  
'''Mandatory fields''' <br/>sf_Object ID - is the object(UTA L2 id) the transaction would be attached to.<br/>translevel -Begin custom parameter   level in the UTA to link the transaction to.<br/>sf_ transaction id - is the existing transaction record id.<br/>unlink -  indicates to link the transaction to a record.<br data-attributes="%20/"> jsonrset : [{"recordid":"0","sf_Object ID":"10697883","sf_Type":"2184","sf_Status":"82626","sf_Subject":"Test Transaction Record"}]
 --Begin custom parameter --<br/>  jsonrset : [{"sf_Object ID":"50268865","translevel":"2","sf_transaction id":"6165326","unlink":"1"}]<br/>--End custom parameter--<br/>
===UTA Consumer/Provider===
Smartstaff
1,385
edits