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:
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:
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: