Tableau Connector for SuiteCRM

Build 24.0.9060

Projects

Create, update, delete, and query projects registered in SuiteCRM

Table Specific Information

Select

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

SELECT * FROM Projects WHERE [End Date] > '2017-10-09'

Insert

Create a Project by specifying any writable column.

INSERT INTO Projects (Name, Status, Priority) VALUES ('New projects', 'Draft', 'High')

Update

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

UPDATE Projects SET Status = 'Underway' WHERE Id = 'Test123' 

Delete

Remove a Project by specifying the Id.

DELETE FROM Projects WHERE Id = 10003

Columns

Name Type ReadOnly Description
Id [KEY] String False

The unique identifier of the project.

Address String True

Address from Google Maps of the project.

AssignedTo String False

The user name of the user assigned to the record.

ConsiderWorkingDays Bool False

Whether to include business hours in the project duration.

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

Project description.

EndDate Date False

The estimated end date.

GeocodeStatus String True

Geocode from Google Maps of the project.

Latitude Double True

Latitude from Google Maps of the project.

Longitude Double True

Longitude from Google Maps of the project.

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.

Name String False

Project name.

Priority String False

The priority of the project.

ProjectManager String True

The user name of the user assigned to the project.

ProjectTemplate String True

Which project template was the project created from

StartDate Date False

The estimated start date.

Status String False

The status of the project.

TotalActualEffort(hrs) Int True

The total actual effort of the project.

TotalEstimatedEffort(hrs) Int True

The total estimated effort of 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