Participants - SuperOffice

“Participants”

This provider name is implemented by the class <see cref=“T:SuperOffice.CRM.ArchiveLists.ParticipantsProvider”>SuperOffice.CRM.ArchiveLists.ParticipantsProvider</see> inside NetServer’s SODatabase assembly. Archive list provider for the participants list of a booking (multi-person appointment) This provider, like the <see cref=“T:SuperOffice.CRM.ArchiveLists.LinksProvider” />, offers two alternative ways of accessing the data. For existing appointments, the appointment_id is used as search criterion. This will retrieve all participants in this appointment, regardless of whether the given appointment is the mother or one of the slaves. For appointments under construction, where the data have not yet been saved to the database, the caller must specify all data through the use of restrictions - some of which are then used for information, and some as keys to fetch actual person or associate/resource records from the database. <list type=“table”><listheader><term>Restriction</term><description>Meaning</description></listheader><item><term>appointmentRestrictionId</term><description>Single appointment id, using the = operator. This restriction is used on its own for fetching information from existing appointment records. The id may be of any appointment in the booking, and all participants will be fetched (limited by entity selection).</description></item><item><term>associateRestrictionId</term><description>Operator: IN, Value: array of associate id’s. These will be returned as participants of type associate, if the associate entity has been selected.</description></item><item><term>groupRestrictionId</term><description>Operator: =, Value: group id. The group will be translated into associate id’s, and these will be returned as participants of type associate, if the associate entity has been selected. This is an alternative to specifying the associates one by one and cannot be used together with the associateRestrictionId.</description></item><item><term>externalPersonRestrictionId</term><description>Operator: IN, Value: array of of person id’s. These will be returned as participants of type external person, if the externalPerson entity has been selected. <i>Note: Persons who are actually associates</i> will be detected as such, and be returned as associates.</description></item><item><term>resourceRestrictionId</term><description>Operator: IN, Value: array of of associate id’s. These will be returned as participants of type resource, if the resource entity has been selected.</description></item><item><term>personEmailsInformation</term><description>Operator: IN, Value: array of of person id’s. This restriction is optionally used together with externalPersonRestrictionId, and specifies which of the persons should have an email icon set.</description></item><item><term>associateEmailsInformation</term><description>Operator: IN, Value: array of of associate id’s. This restriction is optionally used together with associatePersonRestrictionId, and specifies which of the associates should have an email icon set. Note that resources do not get invitation emails, so there is no corresponding resourceEmailsInformation restriction.</description></item><item><term>startTimeInformation</term><description>Datetime of appointment start, needed when fetching data through the explicit restrictions (not appointmentRestrictionId) and if you want collision detection.</description></item><item><term>endTimeInformation</term><description>Datetime of appointment end, needed when fetching data through the explicit restrictions (not appointmentRestrictionId) and if you want collision detection.</description></item><item><term>ownerAssociateIdInformation</term><description>Operator: =, value: associate id. This is the Id of associate who is the owner of the whole booking. If this is not given, and appointmentRestrictionId is given, the system will look up the associate of the master booking record (mother_id = appointment_id) and use that as the owner. If ownerAssociateIdInformation is given, it overrides (disables) this lookup. If neither are given, then there is no owner associate. The owner associate always comes at the top of the list, and has the ‘owner’ row style hint.</description></item><item><term>inhibitConflictsInformation</term><description>Operator: =, value: boolean. If you provide either an appointmentRestrictionId or startTime/EndTime, then conflicts will be detected. However, if the appointment is of type Free, then no conflict detetction will occur. To force ‘free’ behaviour on an under-construction appointment that does not have an appointment id, or on an appointment that is being changed, include this restriction with the value true. That will turn off conflict detection.</description></item></list> If you do not use the appointmentRestrictionId, you can instead specify external persons by a list (use the IN operator) of externalPersonRestrictionId, internal associates through a list of associateRestrictionId, and resources through resourceRestrictionId. All three restrictions can be given simultaneously, with an implied OR operator. In this case no appointment records are required or fetched. Conflict detection is provided if the status column is requested. For non-saved data, this also requires the presence of startTimeInformation and endTimeInformation restrictions (dates in InvariantCulture format), so that the conflicts may be calculated. Finally, the email status (should emails be sent for invitations and changes) is read from the database if the appointmentRestrictionId is used; if explicit person or associate restrictions are used, then email status information must be passed in through the associateEmailsInformation and personEmailsInformation restrictions. The value of each restriction is a list of associate resp. person id’s who have the email flag set. If all this sounds complex - well, it is. Being the tolerant sort, the provider will accept both associates and resources in each of associateRestrictionId and resourceRestrictionId, and internally sort out which is which. Similarly, if any of the person id’s you happen to pass in through the externalPersonRestrictionId are actually associates, then that too will be sorted out.

Supported Entities

Name	Description
”associate”	Associate
”resource”	Resource:
“externalPerson”	External users
”emailParticipant”	Email Participant

Supported Columns

Name	Restriction	Description	OrderBy
ownerAssociateIdInformation	associate	Owner’s Associate ID: Associate ID of the user specified as owner of the follow-up
inhibitConflictsInformation	bool	No conflict checking: This restriction is used to turn off conflict checking in the participants list
startTimeInformation	datetime	Start time: Information for data fetcher, specifies start time for conflict checker
endTimeInformation	datetime	End time: Information for data fetcher, specifies end time for conflict checker
startTimeUtcInformation	datetime	Start time: Information for data fetcher, specifies start time for conflict checker
endTimeUtcInformation	datetime	End time: Information for data fetcher, specifies end time for conflict checker
dateInformation	date	Date information: Date information, used by conflict checker
getAllRows	bool	GetAll: Get all rows of archive - use with care, you may be fetching the whole database
getNoRows	bool	GetNone: Do not get any rows from the archive
icon	None	Icon indicating participant type
sendEmail	None	Icon indicating whether the participant should be sent e-mail
seen	None	Icon indicating whether the participant has seen the invitation
status	None	Status: Shows any conflicts with other follow-ups
participantAssociateId	None	Associate ID: Database ID for an associate (user or resource) who is a meeting participant
participantPersonId	None	Contact ID: Database ID for a contact who is a meeting participant
rejectReason	None	Reason for declining: Reason for declining
associateEmailsInformation	int	E-mail ID: IDs of contacts that should receive invitation e-mails for a booking - column is only used as a restriction
appointmentRestrictionId	int	Follow-up ID: ID of the follow-up to fetch participants for
firstName	string	First name: Displays the contact’s first name
lastName	string	Last name: Displays the contact’s last name
middleName	string	Middle Name : Displays the contact’s middle name.
fullName	string	Full name: Displays full name of user (first, middle, last - according to settings)	x
contactId	int	Company ID: Database ID of the company the user belongs to
personId	int	Contact ID: Database ID of the contact row
mrMrs	string	Mr/Ms: Displays whether the contact is addressed as Mr or Ms
title	string	Title: Displays whether the contact is addressed as Mr or Ms
associateDbId	associate	ID
contactName	string	Owning company: Name of the company the user belongs to
contactDepartment	string	Owning department: Name of the department at the company the user belongs to
usergroup	userGroup	Primary group: The user’s primary user group
usergroupId	int	Group ID: The user’s primary user group
contactFullName	string	Owner: Name and department of the company the user belongs to
contactCategory	listAny	Category: Category
role	listAny	Role : Role
assocName	associate	User ID : User ID
assocTooltip	string	Description : Description
assocType	listAny	Type: Type of user: associate, external user, system user, anonymous account
ejUserId	int	Service user ID: The database ID of a Service user
simultaneousEjUser	bool	Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded
ejDisplayName	string	Nickname: User’s nickname in Service
ejStatus	int	Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only
credentialType	None	Auth. type: What type of credentials to use when this user logs in
credentialDisplayValue	None	Auth. value: Credential value (public, visible part) to be used when this user logs in
isActive	bool	Active: Is this user active, and should be able to log in?
isActiveText	bool	Active status: Is this user active, and should be able to log in?
portraitThumbnail	None	Person image: Person image
otherGroups	userGroup	Other groups: Other groups
userName	string	User name: User name
personEmail	string	E-mail
locationAddress	string	Location: Location
isLocation	bool	Is a location: Is a location
personEmailsInformation	int	E-mail ID: IDs of contacts that should receive invitation e-mails for a booking - column is only used as a restriction
fullNameWithContact	None	Contact and company: The fully formatted contact name, and full company name
hasInfoText	bool	Has note: Displays an icon indicating if there is additional information available about the contact
hasInterests	bool	Has interests: Displays an Icon indicating if the contact has active interests
personHasInterests	bool	Has interests: Displays an Icon indicating if the contact has active interests
position	listAny	Position
personNumber	string	Number: Displays the contact’s number
personCountry	listAny	Country: Country
personCountryId	int	Country ID: Country ID
personNoMail	bool	No Mailings: Displays the contact’s No Mailings checkbox
rank	int	Rank: Displays a contact’s current rank
birthdate	None	Birthdate: Displays the contact’s date of birth
associateType	None	User type: Displays an icon indicating if a contact is an associate or external contact with log-in rights and currently online. This information is updated only once while the archive is loading.
useAsMailingAddress	bool	Use as postal address: Use as postal address
personSource	listAny	Source: Source (Contact)
retired	bool	Former employee: Indicates whether the contact has retired/left the company
birthYear	int	Birth year: Displays contact’s birth year
birthMonth	int	Birth month: Displays contact’s birth month
birthDay	int	Birth day: Displays contact’s birth day (day of month)
kanaFirstName	string	First name, kana: Contact’s first name, in kana alphabet
kanaLastName	string	Last name, kana: Contact’s last name, in kana alphabet
personUpdatedBy	associate	Updated by: The user who last updated the data
personUpdatedByFullName	associate	Updated by - Full name: The user who last updated the data
personUpdatedDate	date	Updated: The date/time the data was last updated in UTC.
personRegisteredBy	associate	Registered by: The user who registered the data
personRegisteredByFullName	associate	Registered by - Full name: The user who registered the data
personRegisteredDate	date	Registered date: The date/time the data was registered in UTC.
personActiveErpLinks	bool	ERP connected: Is there an active ERP Sync?
ticketPriority	listAny	Service priority: Default service priority for this contact
supportLanguage	listAny	Preferred language: Preferred language used for reply templates and more
supportAssociate	associate	Our service contact: Default service contact for this contact
supportAssociateFullName	associate	Our service contact - Full name: Default service contact for this contact
personAssociateId	associate	Our contact: Displays our contact
personAssociateFullName	associate	Our contact - Full name: Displays our contact
personCategory	listAny	Category
personCategoryGroup	listAny	Category group
personCategoryRank	int	!!Category rank
personBusiness	listAny	Business
leadStatus	listAny	Lead status
leadstatusRank	int	!!Lead status RANK
personDeletedDate	datetime	Deleted date: Deleted date
hasCompany	bool	Has company: The contact is associated with a company
isProjectMember	bool	Is project member: This person is a project member
isStakeholder	bool	Is stakeholder: This person is a sale stakeholder
updatedByWorkflow	listAny	Updated by flow: Updated by flow
whenUpdatedByWorkflow	datetime	When updated by flow: When updated by flow
createdByForm	listAny	Created by form: Created by form
email/emailProtocol	string	Protocol: E-mail protocol, such as SMTP

Supported Columns (cont.)

Name	Restriction	Description
email/emailAddress	string	E-mail
email/emailDescription	string	Description
email/emailId	int	ID
email/emailLastSent	datetime	Last sent: The date and time an e-mail was last sent to this address
email/emailBounceCount	int	Bounce count: Bounce count for this e-mail address
email/emailLastBounce	datetime	Last bounce: Date and time for last bounce to this e-mail address
email/emailHasBounced	bool	Has bounced: This checkbox is active if delivery to this e-mail address has failed.
personUrl/URLAddress	string	URL
personUrl/URLDescription	string	Description
personContact/contactId	None	Company ID: Database ID of company
personContact/name	None	Company name
personContact/department	None	Department
personContact/nameDepartment	None	Company: Displays the company an activity is linked to
personContact/hasInfoText	None	Has note: Displays an icon indicating if there is additional information available about the contact
personContact/hasInterests	None	Has interests: Displays an Icon indicating if the contact has active interests
personContact/associateId	None	Our contact: Displays our contact
personContact/category	None	Category
personContact/categoryGroup	None	Category group
personContact/companyCategoryRank	None	Category rank
personContact/business	None	Business
personContact/country	None	Country: This criterion corresponds to the Country field on the Company card.
personContact/countryId	None	Country ID: Country ID
personContact/number	None	Number
personContact/code	None	Code
personContact/orgnr	None	VAT No.
personContact/stop	None	Stop
personContact/contactNoMail	None	No mailings (company)
personContact/updatedBy	None	Updated by: The user who last updated the data
personContact/updatedByFullName	None	Updated by - Full name: The user who last updated the data
personContact/updatedDate	None	Updated: The date/time the data was last updated in UTC.
personContact/registeredBy	None	Registered by: The user who registered the data
personContact/registeredByFullName	None	Registered by - Full name: The user who registered the data
personContact/registeredDate	None	Registered date: The date/time the data was registered in UTC.
personContact/contactSource	None	Source: Source (Company)
personContact/contactDeleted	None	Deleted: Deleted
personContact/activeErpLinks	None	ERP connected: Is there an active ERP Sync?
personContact/deletedDate	None	Deleted date: Deleted date
personContact/mainContact	None	Main contact: Main contact for this company
personContact/forceCompany	None	Dummy: Dummy
personContact/email/emailProtocol	string	Protocol: E-mail protocol, such as SMTP
personContact/email/emailAddress	string	E-mail
personContact/email/emailDescription	string	Description
personContact/email/emailId	int	ID
personContact/email/emailLastSent	datetime	Last sent: The date and time an e-mail was last sent to this address
personContact/email/emailBounceCount	int	Bounce count: Bounce count for this e-mail address
personContact/email/emailLastBounce	datetime	Last bounce: Date and time for last bounce to this e-mail address
personContact/email/emailHasBounced	bool	Has bounced: This checkbox is active if delivery to this e-mail address has failed.
emailProtocol	string	Protocol: E-mail protocol, such as SMTP
emailAddress	string	E-mail
emailDescription	string	Description
emailId	int	ID
emailLastSent	datetime	Last sent: The date and time an e-mail was last sent to this address
emailBounceCount	int	Bounce count: Bounce count for this e-mail address
emailLastBounce	datetime	Last bounce: Date and time for last bounce to this e-mail address
emailHasBounced	bool	Has bounced: This checkbox is active if delivery to this e-mail address has failed.
associateRestrictionId	int	Associate ID: IDs of associates to be displayed as participants
groupRestrictionId	int	Group ID: ID of group with members to be displayed as participants
resourceRestrictionId	int	Resource ID: ID of resources to be displayed as participants
externalPersonRestrictionId	int	Contact ID: ID of external contacts to be displayed as participants

Sample

GET /api/v1/archive/Participants?$select=fullNameWithContact,ticketPriority
Authorization: Basic dGplMDpUamUw
Accept: application/json; charset=utf-8
Accept-Language: sv

See also: <see cref=“T:SuperOffice.CRM.Services.IArchiveAgent”>IArchiveAgent</see>.

​“Participants”

​Supported Entities

​Supported Columns

​Supported Columns (cont.)

​Sample

“Participants”

Supported Entities

Supported Columns

Supported Columns (cont.)

Sample