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

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(→‎Level 2)
(→‎Level 3)
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==Level 3==
 
==Level 3==
−
See Level 2.
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{| 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;"|Y
 +
| style="text-align: center;"|Y
 +
||Update using Type ID as value
 +
|-
 +
||sf_Subject
 +
||Returns level 3 subject
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Y
 +
||
 +
|-
 +
||sf_Status
 +
||Returns Status name
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Y
 +
||Update using Status ID as value
 +
|-
 +
||sf_Location
 +
||Location standard field
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Y
 +
||
 +
|-
 +
||sf_Duration
 +
||Duration standard field
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Y
 +
||
 +
|-
 +
||sf_Owner
 +
||Returns name of level 3 owner standard field
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Y
 +
||Update using Owner ID as value
 +
|-
 +
||sf_Updated By
 +
||Name of user that last updated the record
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Not Updatable
 +
||
 +
|-
 +
||sf_Last Modified
 +
||Date record was last updated
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Not Updatable
 +
||
 +
|-
 +
||sf_Created Date
 +
||Date the record was created
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Not Updatable
 +
||
 +
|-
 +
||sf_Created By
 +
||Name of user that created  the record
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Not Updatable
 +
||
 +
|-
 +
||sf_Start Date
 +
||Returns Start Date and Time in YYYY-MM-DD HH:MM:SS
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Y
 +
||
 +
|-
 +
||sf_End Date
 +
||Returns End Date and Time in YYYY-MM-DD HH:MM:SS
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Y
 +
||
 +
|-
 +
||sf_Whole Day Event
 +
||Flag (Yes, No)
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Y
 +
||
 +
|-
 +
||sf_Reminder Sent
 +
||Flag (1=Yes 0=No)
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Y
 +
||
 +
|-
 +
||sf_Follow-up Sent
 +
||Flag (1=Yes 0=No)
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Y
 +
||
 +
|-
 +
||sf_Reminder Type
 +
||Returns ID of reminder type
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Y
 +
||
 +
|-
 +
||sf_Follow-up Type
 +
||Returns Id of follow-up type
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Y
 +
||
 +
|-
 +
||sf_Parent Subject
 +
||Returns Subject field from parent level 2
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Y
 +
||
 +
|-
 +
||sf_Associated Parent
 +
||Displays level 2 ID from soft-linked UTA
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Y
 +
||
 +
|-
 +
||sf_Assign Person
 +
||Comma delimited list of user IDs in assigned standard field
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Y
 +
||
 +
|-
 +
||sf_Contact Person
 +
||Comma delimited list of user IDs in contact standard field
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Y
 +
||
 +
|-
 +
||sf_Description
 +
||Returns value from Description standard field
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Y
 +
||
 +
|-
 +
||sf_Amount
 +
||Returns value from Amount standard field
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Y
 +
||
 +
|-
 +
||sf_Longitude
 +
||
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Not Updatable
 +
||
 +
|-
 +
||sf_Latitude
 +
||
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Not Updatable
 +
||
 +
|-
 +
||sf_Level Three ID
 +
||Returns unique level 3 ID
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Not Updatable
 +
||Mandatory field for updating records
 +
|-
 +
||sf_Parent ID
 +
||Returns level 2 ID from parent record
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Y
 +
||Mandatory field for adding records<br /> <br /> User "objectid" in place of "sf_Parent ID" for new L3 records
 +
|-
 +
||sf_Type ID
 +
||ID of level 3 template
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Y
 +
||Mandatory field for adding records
 +
|-
 +
||sf_Status ID
 +
||Status ID of level 1 status. 0 if empty
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Y
 +
||Mandatory field for adding records
 +
|-
 +
||sf_Owner ID
 +
||ID of level 1 owner.
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Y
 +
||
 +
|-
 +
||sf_Application ID
 +
||Returns UTA ID
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Not Updatable
 +
||Mandatory field for updating records
 +
|-
 +
||sf_Status Caption
 +
||Returns Status caption
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Not Updatable
 +
||
 +
|-
 +
||sf_Type Caption
 +
||Returns level 3 type caption
 +
| style="text-align: center;"|Y
 +
| style="text-align: center;"|Not Updatable
 +
||
 +
|}
  
 
==Multiple Address==
 
==Multiple Address==

Revision as of 13:42, 22 June 2018

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

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

Level 3

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

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

Multiple Address

 

Standard Field Name

Description

GET Method

UPDATE Method

1

sf_Address ID

Unique id in Multiple Address table

                              ✓

                  Not Updatable

Mandatory field for updating records

2

sf_Object ID

companyid / contactid / providerid / consumerid

                              ✓

                              ✓

Mandatory field for adding records

3

sf_Type ID

Multiple Address Type ID

                              ✓

                              ✓

Mandatory field for adding records

4

sf_Type

Type name

                              ✓

                              ✓

5

sf_Address

Address standard field

                              ✓

                              ✓

6

sf_Address 2

Address 2 standard field

                              ✓

                              ✓

7

sf_City

City standard field

                              ✓

                              ✓

8

sf_State / Province

Province standard field

                              ✓

                              ✓

9

sf_Zip / Postal Code

Postal code standard field

                              ✓

                              ✓

10

sf_Country

Country name

                              ✓

             Displays country name

                              ✓

Update using country id or country name

11

sf_Last Modified

date the record was last updated

                              ✓

                  Not Updatable

12

sf_Primary Address

Is primary address (1=yes, 0=no)

                              ✓

                              ✓

Mandatory field for adding records

13

sf_Updated By

Last updated user id

                              ✓

                  Not Updatable


Associations

not implemented at the moment.


See Also

JSON API (SmartConnect)
JSON API (SmartConnect) Prerequisite

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