Archive Providers for efficient and dynamic data retrieval
Archive Providers serve as the foundation for many search operations in SuperOffice. Functioning like database views, they provide a structured way to query and retrieve data.-
Key features:
- Unique archive names to identify data sources.
- Available columns for flexible field selection.
- Dynamic joins for optimized performance, retrieving only the necessary fields.
- Use case: Need to retrieve all appointments, sales, or documents with specific filters? Archive Providers allow you to do this efficiently with their robust query capabilities.
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Integration with OData: These providers underpin OData queries, translating options like
$select,$filter, and$orderByinto backend logic to fetch targeted data.
MDO Providers for tailored data lists
Multi-Department Organization (MDO) Providers specialize in managing hierarchical lists tailored to user roles and organizational structures.-
Key features:
- Filtered data based on user group associations.
- Hierarchical organization with
Headingtables to structure data meaningfully. - Wide range of supported lists, such as categories, countries, currencies, and user roles.
- Use case: MDO Providers are perfect for situations where users need context-aware dropdown lists, like categories relevant to their department.
- API access: Available through APIs, allowing seamless integration into custom applications.
Selections/Find for dynamic and static data sets
Selections allow users to create and save specific subsets of data for repeated use. They come in two flavors: Dynamic (auto-updating) and Static (manually managed). Both the Selection page and Find dialog use special “V2” type archive providers, a powerful tool for creating complex queries across multiple entities. The Selection/Find operations are designed to provide a more flexible and dynamic way to search for data compared to traditional Archive Providers. They offer advanced filtering, grouping, and multi-entity support for intricate queries.-
Selection V2 providers:
- Advanced filtering with multiple criteria and logical groupings.
- Coverage for a wide range of entities, including contacts, projects, and appointments.
- Focus on providing a streamlined way to execute complex searches across multiple entities. Users can define criteria with AND/OR logic to fine-tune their queries.
- Use case 1: Marketing teams can use Selections to target dynamic groups of customers based on purchase history or static lists for event invitations.
- Use case 2: A sales manager could use Find operations to pull a list of all customers with active projects, filtering by both customer type and project status.
Normal Archive Providers
- Purpose: Designed to retrieve structured data based on predefined entities and relationships. They function similarly to database views, optimized for performance by dynamically creating joins based on the fields requested.
- Use Cases: Ideal for simpler, operational queries where users need access to specific fields, such as pulling lists of appointments, sales, or documents.
- Key Characteristics:
- Focused on operational data retrieval.
- Limited flexibility in query customization.
V2 Selection/Find Archive Providers
- Purpose: Built to handle more complex query logic and dynamic selections, these providers enable users to create and manage saved searches with advanced filtering and grouping.
- Use Cases: Suited for dynamic or static selection scenarios, like creating marketing lists, identifying key accounts, or building multi-criteria dashboards.
- Key Characteristics:
- Advanced Filtering: Supports multi-layered criteria with logical operators (AND/OR) for intricate queries.
- Criteria Groups: Allows grouping of restrictions into hierarchies for fine-grained control.
- Dynamic Selections: Enables queries that update automatically when the underlying data changes.
- Multi-Entity Support: Can combine multiple entity types (e.g., contacts, appointments, projects) into a single query.
In Summary
- Normal Archive Providers are straightforward and performant for retrieving predefined sets of data with basic filtering.
- V2 Selection/Find Archive Providers are more powerful and flexible, designed for users needing advanced query capabilities, complex selection management, and dynamic, multi-criteria searches.
OData queries for modern and flexible API
SuperOffice supports OData, a widely-used standard for querying data. By leveraging Archive Providers, OData queries make it easy to fetch CRM data programmatically.-
Key features:
$selectto specify fields.$filterfor precise result sets.$topand$skipfor pagination.$orderByfor sorting.
- Use case: Developers building custom dashboards can use OData to display real-time data, such as top-performing sales reps or overdue tasks.