Tableau Connector for SuiteCRM

Build 24.0.9060

Tasks

Create, update, delete, and query Tasks created in SuiteCRM

Table Specific Information

Select

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

SELECT * FROM Tasks WHERE Name = 'test'

Insert

Create a Task by specifying any writable column.

INSERT INTO Tasks (Id, Name) VALUES ('id', 'Energy')

Update

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

UPDATE Tasks SET Name = 'new name', Description = 'Desc' 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.

Name String False

DateEntered Datetime False

The date the record was created.

DateModified Datetime False

The date the record was last modified.

ModifiedUserId String False

The Id of the user who last modified the record.

ModifiedByName String True

The name of the user who last modified the record.

CreatedBy String False

The Id of the user who created the record.

CreatedByName String True

The name of the user who created the record.

Description String False

The full text of the note.

Deleted Bool False

The record deletion indicator.

CreatedByLink String True

Link to the record who created it

ModifiedUserLink String True

Link to the record who modified it.

AssignedUserId String False

The Id of the user assigned to the record.

AssignedUserName String True

AssignedUserLink String True

Link to the user which the record has been assigned to

SecurityGroups String True

The security group associated with the record.

Status String False

The status of the record.

DateDueFlag Bool False

DateDue Datetime False

TimeDue Datetime False

DateStartFlag Bool False

DateStart Datetime False

ParentType String False

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

ParentName String True

The name of the parent of this account.

ParentId String False

The Id of the parent of this account.

ContactId String False

The Id of the associated contact.

ContactName String True

The name of the associated contact.

ContactPhone String False

The phone of the associated contact.

ContactEmail String False

Priority String False

The priority of the record.

Contacts String True

The contacts associated with the record

Accounts String True

The accounts associated with the record

Opportunities String True

The opportunities associated with the record.

Cases String True

The cases associated with the record.

Bugs String True

The bugs associated with the record.

Leads String True

The leads associated with the record.

Projects String True

ProjectTasks String True

AosContracts String True

Notes String True

The notes associated with the record.

ContactParent String True

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Build 24.0.9060