Skip to main content
Collection of all services that work with Project data.

Constructors

NSProjectAgent()

Collection of all services that work with Project data.

Methods

AddProjectMembers(Integer,NSProjectMember[])

Adds multiple project members to a project
Returns: CRMScript.Global.Void

CreateDefaultProjectEntity()

Sets default values into a new NSProjectEntity.
Returns: CRMScript.NetServer.NSProjectEntity
NetServer calculates default values (for example, Country) on the entity, which is required when creating/storing a new instance
Example:

CreateDefaultProjectEventEntity()

Sets default values into a new NSProjectEventEntity.
Returns: CRMScript.NetServer.NSProjectEventEntity
NetServer calculates default values (for example, Country) on the entity, which is required when creating/storing a new instance
Example:

CreateDefaultProjectMember()

Sets default values into a new NSProjectMember.
Returns: CRMScript.NetServer.NSProjectMember
NetServer calculates default values (for example, Country) on the entity, which is required when creating/storing a new instance
Example:

CreateNewEntry()

Creates a new project based on external duplicate
Returns: CRMScript.Global.Integer Example:

DeleteProjectEntity(Integer)

Deletes the NSProjectEntity
Returns: CRMScript.Global.Void Example:

DeleteProjectEventEntity(Integer)

Deletes the NSProjectEventEntity
Returns: CRMScript.Global.Void Example:

DeleteProjectEventEntityFromProjectId(Integer)

Deletes a project event based on a project ID. Does not delete the project, but does delete the published and ExternalEvent and AudienceVisibility records.
Returns: CRMScript.Global.Void Example:

DeleteProjectMember(Integer)

Deletes the NSProjectMember
Returns: CRMScript.Global.Void Example:

DeleteProjectMemberByIds(Integer[])

Deletes project-member rows.
Returns: CRMScript.Global.Void

DeleteProjectMembers(Integer,Integer[])

Deletes the given project members from a project
Returns: CRMScript.Global.Void

GetDuplicateRules()

Retrieve all available duplicate rules for project
Returns: CRMScript.NetServer.NSDuplicateRule[] Example:

GetDuplicates(String)

Gets duplicates(exact or similar in the database) based on the name
Returns: CRMScript.NetServer.NSDuplicateEntry[] Example:

GetMyMemberProjects()

Returns projects where an user is project member.
Returns: CRMScript.NetServer.NSProject[] Example:

GetMyProjectEvents()

Gets all project events that belongs to the currently logged-on user.
Returns: CRMScript.NetServer.NSProjectEvent[] - The list of events is filtered by the Audience Visibility restrictions set when the project event is created. Example:

GetMyProjects(Bool)

Returns projects belonging to an associate. If memberProjects is false only the projects where the associate is project responsible is returned, otherwise both the projects where the associate is project responsible and project member is returned.
Returns: CRMScript.NetServer.NSProject[] Example:

GetMyPublishedProjects()

Gets published projects from the logged in user.
Returns: CRMScript.NetServer.NSProject[] Example:

GetNextMilestone(Integer)

Returns: CRMScript.NetServer.NSAppointment Example:

GetNextProjectStatus(Integer)

Returns: CRMScript.Global.Integer

GetProject(Integer)

Gets an NSProject object.
Returns: CRMScript.NetServer.NSProject Example:

GetProjectEntity(Integer)

Gets an NSProjectEntity object.
Returns: CRMScript.NetServer.NSProjectEntity Example:

GetProjectEntityWithoutMembers(Integer)

Get a project entity with no project members. Project members property is always an empty array.
Returns: CRMScript.NetServer.NSProjectEntity Example:

GetProjectEvent(Integer)

Gets an NSProjectEvent object.
Returns: CRMScript.NetServer.NSProjectEvent Example:

GetProjectEventEntity(Integer)

Gets an NSProjectEventEntity object.
Returns: CRMScript.NetServer.NSProjectEventEntity Example:

GetProjectEventEntityFromProjectId(Integer)

Gets an NSProjectEventEntity based on a projectId.
Returns: CRMScript.NetServer.NSProjectEventEntity Example:

GetProjectEventList(Integer[])

Gets an array of NSProjectEvent objects.
Returns: CRMScript.NetServer.NSProjectEvent[] Example:

GetProjectEventOnPerson(Integer,Integer)

Gets an NSProjectEvent object from a project and a person.
Returns: CRMScript.NetServer.NSProjectEvent

GetProjectEventsOnPerson(Integer)

Gets all project events that belongs to the person specified.
Returns: CRMScript.NetServer.NSProjectEvent[] - The list of events are filtered by the Audience Visibility restrictions set when the project event is created. Example:

GetProjectImage(Integer)

Returns the project image that is displayed in the CRM application.
Returns: CRMScript.NetServer.NSImage Example:

GetProjectList(Integer[])

Gets an array of Project objects.
Returns: CRMScript.NetServer.NSProject[] Example:

GetProjectMember(Integer)

Gets an NSProjectMember object.
Returns: CRMScript.NetServer.NSProjectMember Example:

GetProjectMembers(Integer)

Returns an array of project members
Returns: CRMScript.NetServer.NSProjectMember[] Example:

GetProjectMembersById(Integer[])

Returns an array of project members.
Returns: CRMScript.NetServer.NSProjectMember[] Example:

GetProjectsFromContact(Integer)

Returns all projects where the given contact has project members.
Returns: CRMScript.NetServer.NSProject[] Example:

GetProjectsFromPerson(Integer)

Returns all projects where the person is project member.
Returns: CRMScript.NetServer.NSProject[] Example:

GetPublishedProject(Integer)

Gets published project by project ID.
Returns: CRMScript.NetServer.NSProject Example:

GetPublishedProjects(Integer[])

Gets published projects by project IDs.
Returns: CRMScript.NetServer.NSProject[] Example:

GetPublishedProjectsOnPersonId(Integer)

Gets published projects where person is a member
Returns: CRMScript.NetServer.NSProject[] Example:

HasGuide(Integer)

Returns: CRMScript.Global.Bool - Does this project have a guide associated with its project type? Example:

HasGuideActivities(Integer)

Returns: CRMScript.Global.Bool

IsNumberValid(Integer,String)

Checks if the number is unique or required.
Returns: CRMScript.Global.Bool
The setting is configured from admin under system options.
Example:

Merge(Integer,Integer,Bool)

Merges two projects into one, removing the source project in the process
Returns: CRMScript.Global.Void

OfferAutoNextStatusOnAppointmentCompleted(Integer)

Returns: CRMScript.Global.Bool

SaveProjectEntity(NSProjectEntity)

Updates the existing NSProjectEntity or creates a new NSProjectEntity if the ID parameter is 0.
Returns: CRMScript.NetServer.NSProjectEntity - New or updated NSProjectEntity. Example:

SaveProjectEntityWithoutMembers(NSProjectEntity)

Save or update a project entity, the project members are ignored.
Returns: CRMScript.NetServer.NSProjectEntity - New or updated NSProjectEntity. Example:

SaveProjectEventEntity(NSProjectEventEntity)

Updates the existing NSProjectEventEntity or creates a new NSProjectEventEntity if the ID parameter is 0. Returns.
Returns: CRMScript.NetServer.NSProjectEventEntity - The new or updated NSProjectEventEntity. Example:

SaveProjectMember(NSProjectMember)

Updates the existing NSProjectMember or creates a new NSProjectMember if the id parameter is 0
Returns: CRMScript.NetServer.NSProjectMember Example:

SaveProjectMembersFunctionAndComment(Integer[],Integer,String)

Saves role and comment on an array of project members represented by IDs.
Returns: CRMScript.Global.Void

SetDuplicateRulesStatus(NSDuplicateRule[])

Sets which duplicate rules should be active or not
Returns: CRMScript.Global.Void

SetProjectImage(Integer,NSImage)

Stores the project image that is displayed in the CRM application.
Returns: CRMScript.Global.Void

UpdateProjectMember(NSProjectMember)

Updates an NSProjectMember row.
Returns: CRMScript.NetServer.NSProjectMember Example:

ValidateProjectEntity(NSProjectEntity)

Checks that entity is ready for saving, return error messages by field.
Returns: CRMScript.Native.Map Example: