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Area for questions and answers about SuperOffice API's.

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Document creation via the API

  The following documentation is followed:  https://docs.superoffice.com/en/api/netserver/web-services/howto/document/rest-generate-document.html? tabs=generate-document-rest The first step, creating the document data set via the API, is successfully completed. However, when generating the content - both via a document template and when uploading the content directly - the following error message always appears: „Cannot create directory \\**\con\2025.1 because a file already exists with that name.“ This error message also occurs if a new, non-existent file name is specified when the document data record is created. If a document is created directly in SuperOffice and the content is then overwritten/updated via the API, this works without any problems - in this case a new, unique file name is automatically generated. The document is available in SuperOffice as a template and contains contact and company variables that should also be filled in via the API Does anyone have more detailed information or suggestions for solutions?    

RW

Ralf Weisser
3
8
12 feb 2025 | 09:04 a.m.
Onderwerp:
Online development and web service API's

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It's only a rough estimate at this time, but I think we're aiming to publish v10.5.4 for onsite in April.
by Tony Yates
8 u, 19 m geleden | 02:19 p.m.
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Working with a form submission using CRM Script, before it is processed.

Hi All, We have a customer, who want to select a form submission, before it is processed, and depending on the form decide whether the flow following submission goes down the sales route (create a sale), or service route (creates a request).  The obvious choice would be to have two seperate forms on the website one for sales and one for support, but for the case of this customer, the lines are muddy, so a form submission could need to take either one of these routes based on very small differences to the requirements. So ideally I just need to set a value on a field, prior to submission to say "Sales Route" or "Service Route", and then have the CRM Script fire the correct route based on which route was entered against the form submission. Now I know where is not a field in the form submission table to store this info, but I could store it in a custom object, just containing the form submission id, and the route to be taken. The issue is, I cannot see any decent way of running a CRM scipt off a form submission pre-processing.  The ideal scenario would be if you could add a Task button option to the form submission record, and pass through the form submission id to the script, but this is not possible. Alternaly I thought about created a selection of unprocessed form submissions, and then use the side panel to attempt to show a basic form, based on a CRM script to show the details of the selected form submission, and then give two options based on which route to take.  But whilst I know you can use the side panel when on the selection screen, I don't know if there is a way of passing through the selected form submission record, like you can do with most other entities. Is it possible to pass through the selected form submission id to the web panel, or is there another, more intelligent way that I can overcome this issue with just CRM Script. Many thanks, Trevor
Trevor Sharp
2
4
5 feb 2025 | 05:08 p.m.
Onderwerp:
Service and CRMScript Discussion

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OK thanks Tony, appreciate your input on this. Trevor
by Trevor Sharp
12 feb 2025 | 01:59 p.m.
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Trigger double opt-in for newsletter subscriptions via API

  How can a double opt-in email be triggered via the SuperOffice API to confirm the newsletter registration? The background is that customers can register for the newsletter via an external form and subscribe to the newsletter there. When a customer registers for the newsletter, a new person is created via the SuperOffice API. How can I now also send a confirmation email to this person via the API to confirm their newsletter subscription? What options are there for this?    

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Ralf Weisser
1
0
12 feb 2025 | 08:57 a.m.
Onderwerp:
Online development and web service API's
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How to "attach" a project to a contact using the REST apis?

We are making an export from our systems into SuperOffice, and the goal is to export all contacts, projects and persons. So far all separate collections has been exported and works as expected, in that we can find them in the CRM. But it seems to be a possibility for "attaching" both persons and projects to a contact, but we cannot figure out how when using the REST api By looking at the Contact api (https://docs.superoffice.com/en/api/reference/restful/rest/Contact/v1ContactEntity_PostContactEntity.html) the only thing I can find is the links-section, but that does not seem like the right thing. I believe I can do a GET to Contact/{id}/projects, but I cannot find a POST Contact/{id}/projects Basically, when opening a contact in the CRM, I would like to see both 'Contacts' and 'Projects' in the lower half populated. Please advice - Thomas

TL

Thomas Leggett
3
3
11 feb 2025 | 08:36 p.m.
Onderwerp:
Online development and web service API's

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Just another perspective. Checkout all the database table reference charts under the Technical Resources area .
by Tony Yates
12 feb 2025 | 07:59 a.m.
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Refresh sale activities on execution of Soprotocol

I´m currently trying to redirect a user from another panel in SuperOffice Sale to the sale activites (After the first panel has saved an activity). However when i try to use crossmessaging with the function "executeSoProtocol" does the panel change work, but the activitylist is not refreshed. Is there any way to refresh the list after the panel swap? I did use the parameter [refresh=true] but that seems to apply on the panel i redirected from.

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Fredrik Larsson
1
0
5 feb 2025 | 10:19 a.m.
Onderwerp:
Service and CRMScript Discussion
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Rename a document in sharepoint to a custom name

Hello everyone, if this is the wrong forum for my question, take my apologies and please guide me to the correct forum... I do want to rename a file (saved to sharepoint) based to the header name with CRMscript. But at least for our tenant, this does not work. The script basically does this:     String myNewHeader = myWantedHeader + docheader;     String myDocumentName = myWantedHeader + docheader + ".docx";     thing.SetHeader(myNewHeader);     thing.SetName(agent.RenameDocument(myDocID, myDocumentName));     agent.SaveDocumentEntity(thing); The Header is set right, but the document does not seem to be renamed in sharepoint. Also i do not get any error message - it just does not work. Am i doing something wrong here? Thanks and kind regards Joerg Hermanns  

JH

Jörg Hermanns
2
4
10 jul 2024 | 07:38 p.m.
Onderwerp:
Service and CRMScript Discussion

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Hello Eivind, is there any news on this one? I really need that document renaming badly ... some of our workflows depend on this currently. Kind regards Joerg

JH

by Jörg Hermanns
1 feb 2025 | 01:17 p.m.
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Ticket.load() not working in some instances

We have a webhook (that runs on "Ticket.Created") and in that webhook are we trying to load the ticket in order to update some values, however recently have we gotten alot more instances where the method "Load" in the Ticket class returns false which ends the hook since we can´t update the ticket. So my question is just regarding the method "Load" and why it seems to fail sometimes.  Is there any value in the ticket that makes the "Load" fail or could the webhook fire too fast before the ticket has been 100% created? 

FL

Fredrik Larsson
2
2
29 jan 2025 | 06:39 a.m.
Onderwerp:
Service and CRMScript Discussion

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Yes, my bad. It´s a crmscript based webhook. These requests are created from e-mails so the "system" is the user in this case. Do the system user override these rules or does we need to add it to every category? It also seems to be a pattern when the webhook fails to load the ticket cause it only seems to fail 1-2 minutes per time. (For exempel, this could happen during the morning and then after lunch for just 1-2 minutes.)

FL

by Fredrik Larsson
29 jan 2025 | 08:09 a.m.
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Online Quote Conector - List Configuration Field

Hi, I am trying to add a List Configuration Field to my online quote connector.   The documentation suggest that I implement GetQuoteList to provide the List infromation: So I implemented it as follows: However, this event never fires, and my Listbox displays empty: Please can you advise where I have gone wrong? Cheers Rich      
Richard Hacker
3
7
10 jan 2025 | 12:36 p.m.
Onderwerp:
Online development and web service API's

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Glad to hear it Richard!
by Tony Yates
22 jan 2025 | 07:30 a.m.
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Using UDList for setListName on an EventDataDialogField

Hi, I love using the dialog's in CRMScript, they really do help us to provide very powerful automations.  I notice that we can use the setListName to link a List type dialog field to an existing list in SuperOffice (I.E. associate, SaleType etc.), without having to add list items manually.  But can this be linked to a list from the UDList table.  It seems not to be possible, as there is not parameter for the UDListDefinition_id.  If this is not possible, can it be linked to a Custom Object table? Many thanks, Trevor
Trevor Sharp
2
2
15 jan 2025 | 02:51 p.m.
Onderwerp:
Service and CRMScript Discussion

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Hi David, That is perfect, thank you for providing this answer so quickly, this will be very helpful. Thanks again, Trevor
by Trevor Sharp
15 jan 2025 | 03:04 p.m.
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Updating the mirror directly

We use mirror DB in combination with other, local DBs for historical data.  Occasionally we cannot wait for the mirroring delay, after we updated the cloud properly. More specificaly, we turn on/off the "Done" attribute on projects through API.  Is it safe to also update the mirror to the same value or will the mirroring process complain ? 

IT

Inge Simon Thorbjørnsen
2
3
15 jan 2025 | 12:20 p.m.
Onderwerp:
Client libraries and tools

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Thanks, guys.   I appreciate the warning, and I fully agree.  However this is a very special case, and the updates will/can only happen via a protected method in one single class.

IT

by Inge Simon Thorbjørnsen
15 jan 2025 | 01:53 p.m.