Difference between revisions of "API due contacts"
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These are outstanding actions that typically make up the Action List in the web application. | These are outstanding actions that typically make up the Action List in the web application. | ||
| + | ==Reading== | ||
| + | |||
| + | A list of selectable fields can be found using: | ||
| + | [GET] https<nowiki/>://api.dizions.co.uk/v2/due_contacts/selectable_fields | ||
| + | |||
| + | A list of fields available as metrics can be found using: | ||
| + | [GET] https<nowiki/>://api.dizions.co.uk/v2/due_contacts/metrics | ||
| + | |||
| + | Typical filters are dates, projects and user | ||
| + | [GET] https<nowiki/>://api.dizions.co.uk/v2/due_contacts/project/3;5;7/date/2023-01-31,2023-12-31/user/4;6;8 | ||
| + | |||
| + | For a full list of filters, use: | ||
| + | [GET] https<nowiki/>://api.dizions.co.uk/v2/due_contacts/filterable_fields | ||
| + | |||
| + | ==Writing== | ||
Typically, there are 3 things you might want to do with a due contact: | Typically, there are 3 things you might want to do with a due contact: | ||
| + | |||
1) Create a due contact against an existing referral. This is the equivalent of the bottom half of the Record a Contact page in the web application. | 1) Create a due contact against an existing referral. This is the equivalent of the bottom half of the Record a Contact page in the web application. | ||
| − | [ | + | [POST] https<nowiki/>://api.dizions.co.uk/v2/due_contacts/referral/127 |
| + | |||
| + | Add values for the keys: user, start_date, end_date and description to the body. Note that as an outstanding action, the start_date and end_date refer to the planned start and end time of the action. This will return the id of the newly-created due_contact. | ||
| − | |||
2) Edit an existing due contact, e.g. if you want to reassign the action to a different user. This is the equivalent of editing the left hand side of the referral edit page in the web application. | 2) Edit an existing due contact, e.g. if you want to reassign the action to a different user. This is the equivalent of editing the left hand side of the referral edit page in the web application. | ||
| − | [POST] https<nowiki/>://api.dizions.co.uk/due_contacts/456 | + | [POST] https<nowiki/>://api.dizions.co.uk/v2/due_contacts/456 |
The body must contain at least one of the following keys: user, start_date, end_date and description. | The body must contain at least one of the following keys: user, start_date, end_date and description. | ||
| + | |||
3) Complete the due contact once the contact has taken place. This is the equivalent of pressing the Update buttom in the web application. | 3) Complete the due contact once the contact has taken place. This is the equivalent of pressing the Update buttom in the web application. | ||
| − | [POST] https<nowiki/>://api.dizions.co.uk/done_contacts/456 | + | [POST] https<nowiki/>://api.dizions.co.uk/v2/done_contacts/456 |
| − | The body must contain at least one of the following keys: user, start_date, end_date and description. Note that this call is made to the done_contact endpoint, using same id. These keys therefore represent the user and date that the outstanding action was completed. | + | The body must contain at least one of the following keys: user, stage, start_date, end_date and description. Note that this call is made to the done_contact endpoint, using same id. These keys therefore represent the user and date that the outstanding action was completed. |
Latest revision as of 09:15, 17 July 2023
These are outstanding actions that typically make up the Action List in the web application.
Reading
A list of selectable fields can be found using:
[GET] https://api.dizions.co.uk/v2/due_contacts/selectable_fields
A list of fields available as metrics can be found using:
[GET] https://api.dizions.co.uk/v2/due_contacts/metrics
Typical filters are dates, projects and user
[GET] https://api.dizions.co.uk/v2/due_contacts/project/3;5;7/date/2023-01-31,2023-12-31/user/4;6;8
For a full list of filters, use:
[GET] https://api.dizions.co.uk/v2/due_contacts/filterable_fields
Writing
Typically, there are 3 things you might want to do with a due contact:
1) Create a due contact against an existing referral. This is the equivalent of the bottom half of the Record a Contact page in the web application.
[POST] https://api.dizions.co.uk/v2/due_contacts/referral/127
Add values for the keys: user, start_date, end_date and description to the body. Note that as an outstanding action, the start_date and end_date refer to the planned start and end time of the action. This will return the id of the newly-created due_contact.
2) Edit an existing due contact, e.g. if you want to reassign the action to a different user. This is the equivalent of editing the left hand side of the referral edit page in the web application.
[POST] https://api.dizions.co.uk/v2/due_contacts/456
The body must contain at least one of the following keys: user, start_date, end_date and description.
3) Complete the due contact once the contact has taken place. This is the equivalent of pressing the Update buttom in the web application.
[POST] https://api.dizions.co.uk/v2/done_contacts/456
The body must contain at least one of the following keys: user, stage, start_date, end_date and description. Note that this call is made to the done_contact endpoint, using same id. These keys therefore represent the user and date that the outstanding action was completed.
