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Creating SmartConnect Functions

3,082 bytes added, 16:02, 13 May 2019
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====Get Transaction Record====
=====3.10.1.1 Get a Transaction Record from an Organization====='''Function Name'''  -  3.10.1.1 Get a Transaction Record from an Organization<br />'''Description'''  - Retrieve an organization transaction record <br />'''Object Type'''  -  Company Transactions<br />'''Action Type '''  - Get<br />'''Field List''' - sf_Transaction ID;;sf_Object ID;;sf_Description;;sf_Subject;;sf_Type;;sf_Status;;sf_Created Date;;sf_Modified Date;;sf_Created By;;sf_Updated By '''Mandatory fields''' to get a transaction record:<br/>recordid -  the unique identifier from the transaction table.<br /> --Begin custom parameter --<br />recordid:2738520<br />othersettings :<br />--End custom parameter--<br /> [[File:TransactionGet1.PNG|800px]] =====3.10.1.2 Retrieve a Transaction Record from a Submission Manager L1====='''Function Name'''  -  3.0310.1.6 2 Get Method Sample 4: Retrieve a Transaction Record from a Submission Manager L1<br />
'''Description'''  - Retrieve a transaction record <br />
'''Object Type'''  -  Submission Manager - Transactions<br />
'''Mandatory fields''' to get a transaction record:<br/>
recordid -  the unique identifier from the transaction table.<br/>
--Begin custom parameter --<br />
recordid:27379922738527<br />
othersettings :<br />
--End custom parameter--<br/> [[File:TransactionGet2.PNG|800px]]
====List Transaction Record====
'''Object Type'''  -  Submission Manager - Transactions<br />
'''Action Type '''  - List<br />
'''Field List'''  -  sf_End Date;;sf_Description;;sf_Subject;;sf_Start Date;;sf_Status;;sf_Modified Date;;sf_Updated By;;sf_Created Date;;sf_Created By;;sf_Type;;sf_Transaction ID;;sf_Object ID<br />
<u>'''Sample 2A'''</u><br/>
'''Description'''  - Retrieve list of all transaction records <br />
--Begin custom parameter --<br />
criteria:<br />
sortby:<br />
othersettings :<br />
--End custom parameter--<br />
 
[[File:TransactionList.PNG|800px]]
 
<u>'''Sample 2B'''</u><br/>
'''Description'''  - Retrieve a list of transaction records filtered with Transaction Type <br />
--Begin custom parameter --<br />
criteria : [{"andor":"and","field":"sf_Type","operator":"=","value":"Transaction_in_Org"}]<br />
sortby:<br />
othersettings :<br />
--End custom parameter--<br />
 
[[File:TransactionList2.PNG|800px]]
 
====Update Transaction Record====
=====3.10.3.1 Create or Update Transaction Record in Organization Profile=====
'''Function Name'''  -  3.10.3.1 Create or Update Transaction Record in Organization Profile<br />
'''Description'''  - Create new transaction record attached to a Organization record <br />
'''Object Type'''  -  Company Transactions<br />
'''Action Type '''  - Update<br />
'''Field List'''  -  sf_Transaction ID;;sf_Object ID;;sf_Description;;sf_Subject;;sf_Type;;sf_Status;;sf_Created Date;;sf_Modified Date;;sf_Created By;;sf_Updated By<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(Organization, User, UTA L1/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.
 
<u>'''Sample 3A'''</u><br/>
'''Description'''  - Create new transaction record <br />
--Begin custom parameter --<br />
jsonrset : [{"recordid":"0","sf_Object ID":"10697883","sf_Type":"2184","sf_Status":"82626","sf_Subject":"Test Transaction Record"}]<br />
--End custom parameter--
[[File:TransactionUpdate2.PNG|800px]] <u>'''Sample 3B'''</u><br/>'''Description'''  - Update existing transaction record <br />--Begin custom parameter --<br />jsonrset : [{"recordid":"2738520","sf_Subject":"Changed subject thru api"}]<br />--End custom parameter-- [[File:TransactionUpdate1.PNG|800px]] =====3.10.3.2 Create or Update Transaction Recordin Submission Manager L1====='''Function Name'''  -  3.0510.53.1 2 Create or Update Transaction Record in Submission Manager L1<br />
'''Description'''  - Create new transaction record attached to a Submission Manager L1 record <br />
'''Object Type'''  -  Submission Manager - Transactions<br />
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