Project table

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Environment: cloud
• 2 minutes to read
 • 2 minutes to read

Project fields. Key constants are in BulkUpdateSystem.ProjectFieldValueKeys.

Note

Project management requires either a Sales Premium, Service Premium, or Marketing Essentials license, or the Core plan. For details, see the list of user plans.

Project

FieldValueKeys

OperationTypes

Expected Field Values

Affected Properties

Responsible

SelectOne

Values Count = 1

Values[0] = (int) AssociateId

Associate

TypeAndStatus

SelectOne

Values Count = 2

Values[0] = (int) TypeIdx
Values[1] = (int) StatusIdx

Type

Status

Done

Check, Toggle

Values Count = 1

Check:
Values[0] = (int)
0 = Not Done
1 = Done

Toggle: invert current

Done

Number

Set, Clear, SearchAndReplace, RegEx

Values Count = 0 to 7

Set: Values[0] = (string)

Clear: Clears value

SearchAndReplace:
Values[1] = searchString
Values[2] = replaceString
Values[3] = options

RegEx:
Values[4] = expression
Values[5] = replace with
Values[6] = options

ProjectNumber

Name

Name

Description

ProjectText

EndDate

Set, Clear

Values Count = 1

Set:
Values[0] = (Date)
Format: InvariantInfo

Clear: 1/1/0001 12:00:00 AM

EndDate

Activitylink

Add, Remove, ReplaceWith, Clear

Values Count = 1…n

Values are encoded as tableName=recordId with an optional comment. Example:
“appointment=78”
or
“appointment=78&comment=Some link comment”

Allowed table names:
(case-sensitive)
appointment, document, project, sale or URL

Add:
Creates and adds all values as RelationRows.

Remove:
Deletes all similar relations.

ReplaceWith:
Deletes all similar relations, then adds back new ones.

Clear:
Deletes all existing relations.

LinksHelper

Published

Check

Values Count = 1

Values[0] = (int) IsPublished
0 = Not published
1 = Published

PublishHelper

EventFromDate

Set, Clear

Values Count = 1

Set: Values[0] = (Date)
Format: InvariantInfo

Clear: 1/1/0001 12:00:00 AM

PublishHelper.PublishStart

EventToDate

PublishHelper.PublishEnd

Url

Add, Remove, ReplaceWith, Clear, SearchAndReplace, RegEx

Values Count = 0 to 8

Add: if value doesn’t already exist
Values[0] = (string) value
Values[1] = (string) description

Remove:
Only one needs to match
Values[0] = (string) value
or...
Values[1] = (string) description

ReplaceWith:
Locates row with Rank =1 and updates it, removes all others. Updates using:
Values[0] = (string) value
Values[1] = (string) description

Clear:
Clears all existing rows

SearchAndReplace:
Works on value only, not description.
Values[2] = searchString
Values[3] = replaceString
Values[4] = Search Options

RegEx:
Works on value only, not description.
Values[5] = expression
Values[6] = replace with
Values[7] = Search Options

Urls

See User-Defined Fields.