Tableau Connector for Highrise

Build 24.0.9060

CustomFields

Return all custom fields used in the account.

Table Specific Information

Select

Retrieve Custom Fields created for your account.

SELECT * FROM CustomFields

You can also retrieve Custom Fields by type.

SELECT * FROM CustomFields WHERE type = 'deal'

Insert

To insert a new Custom Field, provide the Label. Only Custom Fields of type 'party' can be created.

INSERT INTO CustomFields (Label) VALUES ('My new Custom Field')

Update

Change the Label of a field by providing its Id.

UPDATE CustomFields SET Label = 'Test' WHERE Id = '4321'

Delete

Delete a Custom Field by specifying its Id.

DELETE FROM CustomFields WHERE Id = '4321'

Columns

Name Type ReadOnly References Description
Id [KEY] Integer True

The unique identifier of the custom field.

Label String False

The label for the custom field.

Type String True

The type for the custom field.

The allowed values are party, deal.

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Build 24.0.9060