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Area for questions and answers about SuperOffice API's.
Emner
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Archive Emails trigger
Hello! I am writing a script that creates a follow-up a few days after specific emails are archived. But I realised that archiving an email is not detected by triggers or by webhooks. I tried reading through a few forum entries, and found that some people use the "MailLink Document Archived command" preference as a trigger, but I don't understand how to use it. In the pop-up that comes up when I try to add a preference, I am able to link to a command. Should I just add the doScript-link from my CRMScript there to use it as a trigger, or how does it work? Or should I use something else as a trigger for when my email is archived, that allows me to run a CRM-script?
Beata Martinsson
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Service and CRMScript Discussion
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Hi, Just had a use case today for using a webhook based on an email being created. Can confirm that the document.created webhook is triggered when you archive something from mail link.
by David Hollegien
Change outbox on autoreply
Hello! I want to change my outbox for an autoreply to a new forms answer (it creates a ticket). But, nothing is working! Right now, the auto-reply comes from an email that looks like "name_15@companyname.suocrm.eu", even though we have specified in the Address for the mailboxes that it sould come from "Name@companyname.com" in the "Mailboxes" tab in the request settings. My thought was to either change the filter address for the ticket, change the "outbox.from" value in a outbox trigger, or send an email manually, but when using some sort of the variation of setValue("from","name@companyname.com") or setOutputValue("outbox.from","name@companyname.com"), the email is not revieved. In the outbox, it states that the email is sent, but it is not recieved on the other side. Anyone have an idea on how to fix this?
Beata Martinsson
Emne:
Service and CRMScript Discussion
Finding User Defined Fields values on a company card through SearchEngine
In CRMScript I'm trying to find all companies where my UserDefinedField (date) is in a certain timeframe. From what it seems, dates are stored in the UDXXXsmall table as Longs [1], so im thinking i somehow have to do something with the userdef_id (FK udcontactSmall) table of my contact table [2]. However, when trying a few of the "Long" values, i get just long numbers, and not the date values im after. I've set the UserDefinedField as Indexed, and tried all long01-04, but there are just numbers which i dont understand what to do with. I can't make sense of how to get the actual values, and would appreciate some help, please let me know if more information is needed 😊 [1] https://docs.superoffice.com/en/custom-objects/reference/index.html [2] https://docs.superoffice.com/en/database/tables/contact.html
FL
Frederic Lien
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Service and CRMScript Discussion
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I thought it looked like Unix Epoch, but when i tried converting it i got dates in 2023 and 2028, where i was looking for something this year :p Chose to go with the method that Tony put down here, because i can directly just put in the ProgId, but thank you for sharing your insights 😊
FL
by Frederic Lien
Sentry denies Write access
I have a CRM-Script that edits custom-fields on a sale. But for one user, and only one user, this error message comes up. I don't understand what this means, CRM-Script doesn't check which access-rights a user has before it makes changes to the db, right?
Beata Martinsson
Emne:
Service and CRMScript Discussion
Seneste svar
I just looked into this, and the user had access to "Delete" on "other users --> sale" (And all other sale-things) in the matrix, strange! I belive that they are allowed to do the necessary changes since my scipt only changes the sale in the current context where the trigger is triggered. I applied the try-catch block, I hope that that one allows me to get a clearer error messade.
by Beata Martinsson
Convert Attachment to CRM Document
Is there any way to simply get an attachment from the attachment db table and convert it to a CRM document that can be added to a sale, contact etc etc? Like, in a imaginary scenario I wish for a like createCRMDocumentEntityFromAttachmentId(1) method or function? Or just any other way to solve it without having to parse the document from the attachment body to a CRM Document. I am trying to add all attachments from a request to the customer card.
Beata Martinsson
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Service and CRMScript Discussion
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Oh, okay good to know! Thank you :)
by Beata Martinsson
Get listitem by listId
Hello. When it comes to defining udef in Sales with respect to lists there are 2 ways. 1. Creating a user defined field and assign a standard list to it. 2. Creating a user defined field and assign a user defined list to it. I have problems with getting the item value from a standard list. In the table UDefField the only reference to a standard list table is the field listTableId as far as I can see. If I have defined a userdefined field that points to one of the standard entities (ie, associate, sale stage, project status) and get a the item value id, how can I then fetch the item value if the only lookup field I have is the listTableId ? https://docs.superoffice.com/en/database/tables/udeffield.html I can see there are functions agent.GetListIdByListName("name") and NSMDOListItem item = agent.GetListItem("listname", itemId) but I cannot see a way to get listitem when I only have the listTableId
Ummair Tahir
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Service and CRMScript Discussion
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Hi Ummair, OK, Here are three ways to get list name from ListTableId: 1: Hardcode a Map based on known table Ids (documented in the Database Reference ) Map listTableMap; listTableMap.insert("219","AcademicTitle"); listTableMap.insert("225","AmountClass"); listTableMap.insert("2","Associate"); listTableMap.insert("61","Business"); listTableMap.insert("64","Category"); listTableMap.insert("70","CompanyInterest"); listTableMap.insert("109","Competitor"); listTableMap.insert("73","ContactInterest"); listTableMap.insert("19","Country"); listTableMap.insert("97","Credited"); listTableMap.insert("112","Currency"); listTableMap.insert("91","Function"); // Proj. Member Type listTableMap.insert("216","Intent"); listTableMap.insert("94","MrMrs"); listTableMap.insert("76","Position"); listTableMap.insert("79","Priority"); listTableMap.insert("82","Rating"); listTableMap.insert("103","Reason"); listTableMap.insert("222","Rejection"); listTableMap.insert("48","Relation"); listTableMap.insert("100","Source"); listTableMap.insert("88","Status"); listTableMap.insert("130","Template"); listTableMap.insert("67","TypeFollowUp"); listTableMap.insert("85","TypeProject"); listTableMap.insert("106","TypeSelection"); listTableMap.insert("136","UserDefined"); listTableMap.insert("59","UserGroup"); String tableName = listTableMap.get("2"); printLine("Table Name: " + tableName); // prints: Associate 2: Dynamically lookup the table name from the sequence table String GetTableName(Integer tableNumber) { String [] searchFields = String("sequence.TableName").split(","); NSArchiveRestrictionInfo[] restrictions; NSArchiveRestrictionInfo res1; res1.SetName("sequence.TableNumber"); res1.SetOperator("="); res1.SetValues(String(tableNumber.toString()).split(",")); restrictions.pushBack(res1); NSArchiveOrderByInfo[] order; String[] entities = String("").split(","); Integer pageSize = 250; NSArchiveAgent archiveAgent; NSArchiveListItem[] rows = archiveAgent.GetArchiveListByColumns("Dynamic", searchFields, order, restrictions, entities, 0, pageSize); foreach (NSArchiveListItem row in rows) { Map rowData = row.GetColumnData(); String tableName = rowData.get(searchFields[0]); return tableName; } } String table = GetTableName(2); printLine("Table Name: " + table); // prints: ASSOCIATE 3: Use the UserDefinedFieldAgent to look up the list name: NSUserDefinedFieldInfoAgent udefAgent; NSUserDefinedFieldInfo udefInfoList = udefAgent.GetUserDefinedFieldFromProgId("SuperOffice:7", 1); // 1: Contact, 2: Person, 3: Project, 4: Sale, 5: Temp, 6: Appointment, 7: Document printLine("List Name: " + udefInfoList.GetMdoListName()); // prints: List Name: business Hope this helps!
by Tony Yates
how to get value of user-defined list item per crm script
Hi, in SO Windows with vbscripts by Trigger Sales beforeSave, I can get value of user-defined list item: division = objSO.GetListItem(currentSale.Udef.ByProgId("SuperOffice:1").ListTableId, division).Text but in SO CLoud or SO Web with crm script, with this i get ID of List item back: devision = ed.getInputValue("SaleEntity.UserDefinedFields.SuperOffice:1"); Is there way to get its ListItem Value back, only with SearchEngine? Thanks!
Jianchun You
Emne:
Online development and web service API's
Seneste svar
Answer to Ummairs question: https://community.superoffice.com/en/technical/forums/api-forums/service-crmscript/get-listitem-by-listid/
by Tony Yates
self-defined List Display
Hi, We have Service old Mode for several years and now want to update to new Mode to get AI-based Function, but we have Problems to re-define the Filter, Sort, More Fields to display a List in new Service Mode in Screen Designer. Case 1: We have filtered Project-List related to Tickets. To solve that, in "Screen" of old Service Mode we have defined the Filter for the Projects which Status is open. and display second udf to help User to select correct Project. Here is the filtered Project List, and this works fine: Case 2: We have 2nd List to Ticket based on our Custom Object "Cost Center" with ExtraTable, the "Cost Center" has boolean Field "disabled", the List should be displayed with all enabled Entries to Tickets. Both case we have good solved in old Mode but there is no alternative in new Service Mode. Due to this, we are now disadvantaged to update AI-Function for our Ticketsystem becase SuperOffice do no more Updates to Service old Mode.
Jianchun You
Emne:
Service and CRMScript Discussion
Seneste svar
I Think SuperOffice has already good Solution in Screen in old Service Mode by self, this can be moved in new Service Mode to display a List in Screen Designer.
by Jianchun You
CRMScript HTTP call to Azure Function returns empty response (works in Postman and C#)
Hi everyone, I'm currently trying to make a GET request from CRMScript to an Azure Function endpoint ( *.azurewebsites.net ). The call works perfectly when I test it using Postman and with a simple C# console app. However, when I try it using CRMScript , the response is empty . What I'm doing The function expects a requestid to be sent in the body. Headers include Accept: application/json and a x-functions-key . I've tried both GET and POST methods in CRMScript. JSONBuilder payload; payload.pushObject(""); payload.addString("requestid", "example-request-id-1234"); //I get the requestid from the first function which also is a request to azurewebsites. payload.popLevel(); printLine(payload.getString()); HTTP httpClient; httpClient.addHeader("Accept", "application/json"); httpClient.addHeader("Content-Type", "application/json; charset=utf-8"); httpClient.addHeader("x-functions-key", "example-functions-key"); httpClient.setOption("parameters", "?" + payload.getString()); String response = String(httpClient.post("https://example-function.azurewebsites.net/api/MyFunctionEndpoint")); printLine("Response: " + response); But response is always empty. 🔹 How it works correctly in C# (for comparison) Here’s a minimal C# example that works correctly: static async Task Main(string[] args) { var client = new HttpClient(); var request = new HttpRequestMessage(HttpMethod.Get, "https://example-function.azurewebsites.net/api/MyFunctionEndpoint"); request.Headers.Add("Accept", "application/json"); request.Headers.Add("x-functions-key", "example-functions-key"); var content = new StringContent("{ \"requestid\": \"example-request-id-1234\" }", null, "application/json"); request.Content = content; var response = await client.SendAsync(request); response.EnsureSuccessStatusCode(); Console.WriteLine(await response.Content.ReadAsStringAsync()); } What am I doing wrong here ? Just to add little preface. I'm trying first to trigger an azure job with crmscript, this works fine and then i use the request id from the response in trigging the azure job to check the status which for some odd reason does not work.
Ummair Tahir
Emne:
Service and CRMScript Discussion
Seneste svar
The backend developer have already changed things on their end to make it to accept a POST :)
by Ummair Tahir
Help with SuperOffice CRM Script: Finding Contacts by Category
I'm developing a CRMScript and need to search for contacts with category custom category. For testing I have just labeled it "C", but I'm getting the error "SearchEngine::useField() contact.category not found" when using either contact.category or contact.category_id in my SearchEngine criteria. What's the correct field name to use when searching for contacts by category in SuperOffice CRM, and should I be using the category name 'C' as a string or looking for an ID number instead? Any working code examples would be very helpful.
KH
Kamil Halden
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Service and CRMScript Discussion
Seneste svar
Hi Kamil In addition to what Frode said, you can find the field names you're looking for in the database reference: https://docs.superoffice.com/en/database/tables/contact.html
by Espen Steen