Power BI Connector for SuiteCRM

Build 24.0.9060

ProjectTemplates

Create, update, delete, and query any saved project template.

Table Specific Information

Select

You can query the Project Templates table using any criteria in the WHERE clause. The connector will use the SuiteCRM API to filter the results.

SELECT * FROM [Project Templates] WHERE Priority = 'High'

Insert

Create a Project Template by specifying any writable column.

INSERT INTO [Project Templates] ([Template Name], Status, Priority) VALUES ('Automobile Template', 'Created', 'High')

Update

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

UPDATE Accounts SET Notes = 'In partnership with BMW' WHERE Id = 'Test123'

Delete

Remove a Project Template by specifying the Id.

DELETE FROM Project Templates WHERE Id = 10003

Columns

Name Type ReadOnly Description
ID [KEY] String False

The unique identifier of the project template.

TemplateName String False

Name assigned to the template

ProjectManager String True

The user name of the user the template has been assigned to

AssignedUserId String False

The Id of the user the template has been assigned to.

ConsiderWorkingDays Bool False

Whether to include working days in the project's effort

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.

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.

Notes String False

Description for the project template

Priority String False

Priority to be assigned to the project

Status String False

Status to be assigned to the project

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 24.0.9060