Coming soon: Your brand new Help Center & Community! Get a sneak-peek here

how do I add an activity/appointment to a given stage in a projects guide?

how do I, using the rest API, add an activity/appointment to a given stage in a projects guide?

Can't even figure out how to do that via your web UI.

 

Thank you

RE: how do I add an activity/appointment to a given stage in a projects guide?

Hi Rickard,

Glad to see you post this question as a new thread, rather that a continuation of questions in an unrelated topic.

As to how do you create new guides, via the UI, I recommend you look in the Admin help files.

Admin => Workflows 

From this documentation, I believe you will have a better understanding how to construct these via the API.

Af: Tony Yates 25. mar 2019

RE: how do I add an activity/appointment to a given stage in a projects guide?

Still haven't gotten anywhere here.

In this picture there's a followup that was attached to a status in a project guide by a click of a "suggested follow up" in the project guide settings.

in this picture is a list of activities that I have been able to create via the API, not belonging to the project guide.

I've been trying to reverse engineer how to do this by first doing stuff manually in the web UI and then pulling and replicating the result via REST API (very successful method when working with SO imho), but in this case I haven't been able to solve my problem.

 

Please tell me what I need to do to have a task or appointment land in a given step of a guide implemented in a project.

This is how I'm creating appointments atm:

 

request_body = {
        'Contact': {
            'ContactId': contact_id
        },
        'Project': {
            'ProjectId': project_id,
            'StatusId': 8
        },
        'Description': 'This is the body',
        'Task': {
            'TaskListItemId': 7
        }
    }

 

Thank you

Af: Rickard Östman 27. jun 2019

RE: how do I add an activity/appointment to a given stage in a projects guide?

From the GUI: right-click on an instance, select Create another..

 

Else: appointment.suggestedAppointmentId is the field on an appointment record that binds it to a specific workflow.

/conrad

Af: Conrad Weyns 27. jun 2019

RE: how do I add an activity/appointment to a given stage in a projects guide?

Ok, great! Finally getting somewhere here.

SuggestedAppointmentId	int32	Suggested guide item that this appointment is an instance of 

How can I list the available guide item ids?

 

Thank you

Af: Rickard Östman 27. jun 2019

RE: how do I add an activity/appointment to a given stage in a projects guide?

HI Rickard,

I don't think you are getting a lot of traction on this thread because the questions are very general and not specific enough. There are a handful of different Sale Guide Items, so which ones specifically are you interested in, and in which way do you want examples, REST?

Sale Stage Settings:
 

Sale Stage Options:

 

Most of these types are just MDO List items and Archive Items. Would be convenient if there were some Sale/ProjectGuide manager, or endpoints, but again, these generally are just list items accessible for List services.

If you could try to be a little more specific and ask better questions, I am confident you would get better help.

Best regards

 

 

Af: Tony Yates 28. jun 2019