TDV Adapter for Act! CRM

Build 21.0.8137

Groups

Create, update, delete and query the Groups participating in your Act! CRM database.

Table Specific Information

Select

  • Id supports the '=' operator.
  • Name supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressLatitude supports the '<=,<,=,!=,>,>=' operator.
  • AddressLongitude supports the '<=,<,=,!=,>,>=' operator.
  • Description supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • EditedBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HierarchyLevel supports the '<=,<,=,!=,>,>=' operator.
  • ParentID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HasSubgroups supports the '=' operator.
  • RecordOwner supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • RecordManager supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • IsPrivate supports the '=' operator.
The adapter uses the ActCRM API to process search criteria that refer to the supported fields. The adapter processes other filters client-side within the adapter. For example, the following query is processed server side:
SELECT * FROM Groups WHERE Name = 'Group name' 

Insert

To insert a group, you need to specify the Group Name

INSERT INTO Groups(Name, Description) VALUES('Group Name', 'This is sample group')

Update

Any column where ReadOnly=False can be updated. Specify the Group Id when updating a group

UPDATE Groups SET isPrivate = false, AddressCity = 'Group City', AddressCountry = 'Group Country' WHERE Id = '12345'

Delete

Groups can be deleted by providing an Id and issuing a DELETE statement.

DELETE FROM Groups WHERE Id = '12345'

Columns

Name Type ReadOnly Description
Id [KEY] String True

The unique identifier (id) for a group.

Created Datetime True

A timestamp when this group was created

Name String False

The name of the group.

AddressCity String False

An inhabited place of greater size, population, or importance than a town or village.

AddressCountry String False

A nation with its own government, occupying a particular territory.

AddressLine1 String False

Primary street address

AddressLine2 String False

Secondary street address

AddressLine3 String False

Miscellaneous street address

AddressPostalCode String False

A code of letters and digits added to a postal address to aid in the sorting of mail.

AddressState String False

A nation or territory considered as an organized political community under one government.

AddressLatitude Decimal False

The angular distance of a place north or south of the earth's equator, or of a celestial object north or south of the celestial equator, usually expressed in degrees and minutes.

AddressLongitude Decimal False

The angular distance of a place east or west of the meridian at Greenwich, England, or west of the standard meridian of a celestial object, usually expressed in degrees and minutes.

Description String False

A brief written respresentation of a group.

Edited Datetime True

Edited date of the group.

EditedBy String True

User who edited the group.

HierarchyLevel Int False

The level this group appears in its hierarchy.

ParentID String True

The group's parent entity.

HasSubgroups Bool False

An indicator if this group contains subgroups.

RecordOwner String False

Owner user of the record.

RecordManager String True

Manager user of the record.

IsPrivate Boolean False

Indicator if the group is private.

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Build 21.0.8137