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POST Agents/List/GetNeedCategoryUpdateForPerson

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POST /api/v1/Agents/List/GetNeedCategoryUpdateForPerson

Get the settings for an update when saving a sale

NsApiSlow threshold: 5000 ms.

Query String Parameters

Parameter Name Type Description
$select string Optional comma separated list of properties to include in the result. Other fields are then nulled out to reduce payload size: "Name,department,category". Default = show all fields.
POST /api/v1/Agents/List/GetNeedCategoryUpdateForPerson?$select=name,department,category/id

Request Headers

Parameter Name Description
Authorization Supports 'Basic', 'SoTicket' and 'Bearer' schemes, depending on installation type.
X-XSRF-TOKEN If not using Authorization header, you must provide XSRF value from cookie or hidden input field
Content-Type Content-type of the request body: application/json, text/json, application/xml, text/xml, application/x-www-form-urlencoded, application/json-patch+json, application/merge-patch+json
Accept Content-type(s) you would like the response in: application/json, text/json, application/xml, text/xml, application/json-patch+json, application/merge-patch+json
Accept-Language Convert string references and multi-language values into a specified language (iso2) code.
SO-Language Convert string references and multi-language values into a specified language (iso2) code. Overrides Accept-Language value.
SO-Culture Number, date formatting in a specified culture (iso2 language) code. Partially overrides SO-Language/Accept-Language value. Ignored if no Language set.
SO-TimeZone Specify the timezone code that you would like date/time responses converted to.
SO-AppToken The application token that identifies the partner app. Used when calling Online WebAPI from a server.

Request Body: request

LeadStatus, PersonId, ContactId, CategoryId

Property Name Type Description
LeadStatus Integer
PersonId Integer
ContactId Integer
CategoryId Integer

Response:

OK

Response Description
200 OK

Response body: AutomatedCategoryUpdate

Property Name Type Description
Enabled bool Indicates whether the automated category update is enabled for this trigger.
TriggerType string The type of change to trigger the auto update
UserConfirmation bool Whether to ask the user for confirmation before applying the autoupdate
DefaultCategory int32 The default category id to update to, and the actual new value if no user confirmation is needed
LeadstatusId int32 The leadstatus id to match on person, to trigger autoupdate of category
TableRight TableRight The carrier's table right
FieldProperties object Field property dictionary mapping field names to field access rights.

Sample request

No sample available

Sample response

No sample available

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