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

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(Level 3)
(Multiple Address)
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==Multiple Address==
 
==Multiple Address==
{| class="wikitable" cellpadding="5px" align="center"
+
{| class="wikitable" width="85%" cellpadding="5px" align="center"
|- style="font-weight: bold; text-align: center;"
 
| style="border: 1px solid gray;" width="5%"
 
| style="border: 1px solid gray;" width="25%"|
 
'''Standard Field Name'''
 
 
 
| style="border: 1px solid gray;" width="25%"|
 
'''Description'''
 
 
 
| style="border: 1px solid gray;" width="25%"|
 
'''GET Method'''
 
 
 
| style="border: 1px solid gray;" width="20%"|
 
'''UPDATE Method'''
 
 
 
 
|-
 
|-
||
+
! width="20%"|API Field Reference
1
+
! width="25%"|Field Description
 
+
! style="text-align: center;" width="15%"|Allow Get/List
||
+
! style="text-align: center;" width="15%"|Allow Update
sf_Address ID
+
! width="25%"|External Notes
 
+
|-
||
+
||sf_Address ID
Unique id in Multiple Address table
+
||Unique id in Multiple Address table
 
+
| style="text-align: center;"|✓
||
+
| style="text-align: center;"|Not Updatable
                             
+
||Mandatory field for updating records
 
 
||
 
'''                  Not Updatable'''
 
 
 
Mandatory field for updating records
 
 
 
 
|-
 
|-
||
+
||sf_Object ID
2
+
||Object ID of parent record. Could be companyid, contactid.
 
+
| style="text-align: center;"|✓
||
+
| style="text-align: center;"|✓
sf_Object ID
+
||Mandatory field for adding records
 
 
||
 
companyid / contactid / providerid / consumerid
 
 
 
||
 
                             
 
 
 
||
 
                             
 
 
 
Mandatory field for adding records
 
 
 
 
|-
 
|-
||
+
||sf_Type ID
3
+
||Address type ID
 
+
| style="text-align: center;"|✓
||
+
| style="text-align: center;"|✓
sf_Type ID
+
||Mandatory field for adding records
 
 
||
 
Multiple Address Type ID
 
 
 
||
 
                             
 
 
 
||
 
                             
 
 
 
Mandatory field for adding records
 
 
 
 
|-
 
|-
 +
||sf_Type
 +
||Address Type
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|✓
 
||
 
||
4
 
 
||
 
sf_Type
 
 
||
 
Type name
 
 
||
 
                              ✓
 
 
||
 
                              ✓
 
 
 
|-
 
|-
 +
||sf_Address
 
||
 
||
5
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|✓
 
||
 
||
sf_Address
 
 
||
 
Address standard field
 
 
||
 
                              ✓
 
 
||
 
                              ✓
 
 
 
|-
 
|-
 +
||sf_Address 2
 
||
 
||
6
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|
||
 
sf_Address 2
 
 
 
 
||
 
||
Address 2 standard field
 
 
||
 
                              ✓
 
 
||
 
                              ✓
 
 
 
|-
 
|-
 +
||sf_City
 
||
 
||
7
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|✓
 
||
 
||
sf_City
 
 
||
 
City standard field
 
 
||
 
                              ✓
 
 
||
 
                              ✓
 
 
 
|-
 
|-
 +
||sf_State / Province
 
||
 
||
8
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|✓
 
||
 
||
sf_State / Province
 
 
||
 
Province standard field
 
 
||
 
                              ✓
 
 
||
 
                              ✓
 
 
 
|-
 
|-
 +
||sf_Zip / Postal Code
 
||
 
||
9
+
| style="text-align: center;"|✓
 
+
| style="text-align: center;"|✓
 
||
 
||
sf_Zip / Postal Code
 
 
||
 
Postal code standard field
 
 
||
 
                              ✓
 
 
||
 
                              ✓
 
 
 
|-
 
|-
 +
||sf_Country
 
||
 
||
10
+
| style="text-align: center;"|
 
+
| style="text-align: center;"|
||
 
sf_Country
 
 
 
||
 
Country name
 
 
 
 
||
 
||
''                              ✓''
 
 
''             Displays country name''
 
 
||
 
''                              ✓''
 
 
''Update using country id or country name<br />''
 
 
 
|-
 
|-
 +
||sf_Last Modified
 +
||Date record was last updated
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
11
 
 
||
 
sf_Last Modified
 
 
||
 
date the record was last updated
 
 
||
 
                              ✓
 
 
||
 
'''                  Not Updatable'''
 
 
 
|-
 
|-
||
+
||sf_Primary Address
12
+
||Flag (1=Yes, 0=No)
 
+
| style="text-align: center;"|✓
||
+
| style="text-align: center;"|✓
sf_Primary Address
+
||Mandatory field for adding records
 
 
||
 
Is primary address (1=yes, 0=no)
 
 
 
||
 
                             
 
 
 
||
 
                             
 
 
 
Mandatory field for adding records
 
 
 
 
|-
 
|-
 +
||sf_Updated By
 +
||Name of user that last updated the record
 +
| style="text-align: center;"|✓
 +
| style="text-align: center;"|Not Updatable
 
||
 
||
13
 
 
||
 
sf_Updated By
 
 
||
 
Last updated user id
 
 
||
 
                              ✓
 
 
||
 
'''                  Not Updatable'''
 
 
 
|}
 
|}
 
  
 
==Associations==
 
==Associations==

Revision as of 15:05, 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

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

not implemented at the moment.


See Also

JSON API (SmartConnect)
JSON API (SmartConnect) Prerequisite