Excel Add-In for SuiteCRM

Build 22.0.8462

Tasks

Create, update, delete, and query tasks in SuiteCRM.

Table Specific Information

Select

You can query the Tasks table using any criteria in the WHERE clause. The add-in will use the SuiteCRM API to filter the results.

SELECT * FROM Tasks WHERE Status = 'In Progress'

Insert

Create a Task by specifying any writable column.

INSERT INTO Tasks (Subject,Priority,[Due Date]) VALUES ('Urgent Task','High','2017-10-30')

Update

You can update any Task column that is writable, by specifying the Id.

UPDATE Tasks SET Status = 'Completed' WHERE Id = 'Test123' 

Delete

Remove a Task by specifying the Id.

DELETE FROM Tasks WHERE Id = 10003

Columns

Name Type ReadOnly Description
ID [KEY] String False

The unique identifier of the record.

Assignedto String True

The name of the user assigned to the record.

AssignedUserId String False

The Id of the user assigned to the record.

ContactID String False

The Id of the associated contact.

ContactName String True

The name of the associated contact.

ContactPhone String True

The phone of the associated contact.

CreatedById String True

The Id of the user who created the record.

CreatedByName String True

The name of the user who created the record.

DateCreated Datetime True

The date the record was created.

DateModified Datetime True

The date the record was last modified.

Deleted Bool False

The record deletion indicator.

Description String False

The full text of the note.

DueDate Datetime False

The due date of the task.

DueTime Datetime True

The time the task is due.

EmailAddress String True

The email of the associated contact.

ModifiedById String True

The Id of the user who last modified the record.

ModifiedByName String True

The name of the user who last modified the record.

NoDueDate Bool False

Whether the task has a due date.

NoStartDate Bool False

Whether the flag has a start date.

ParentID String False

The Id of the Sugar item to which the call is related.

ParentType String False

The type of the Sugar item to which the call is related.

Priority String False

The priority of the task.

Relatedto String True

The name of the Sugar item to which the call is related.

StartDate Datetime False

The start date of the task.

Status String False

The status of the task.

Subject String False

The name of the task.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
Rows@Next String

Identifier for the next page of results. Do not set this value manually.

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Build 22.0.8462