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 add-in 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. |