SSIS Components for Act! CRM

Build 24.0.8963

OpportunityGroups

Query and delete the Act! CRM Groups associated with an Opportunity.

Table Specific Information

Select

  • Id supports the '=' operator.
  • OpportunityId 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.
  • Description supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • EditedBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HierarchyLevel supports the '<=,<,=,!=,>,>=' operator.
  • ParentID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • RecordOwner supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
The component uses the Act! CRM API to process search criteria that refer to the supported fields. The component processes other filters client-side within the component. For example, the following queries are processed server side:
SELECT * FROM OpportunityGroups WHERE OpportunityId = '123456'

SELECT * FROM OpportunityGroups WHERE Name = 'Group name' 

Delete

OpportunityGroups can be deleted by providing an OpportunityId and Id (Group Id) and issuing a DELETE statement.

DELETE FROM OpportunityGroups WHERE OpportunityId = '123456' AND Id = '345678'

Columns

Name Type ReadOnly Description
Id [KEY] String True

The unique identifier (id) for a group.

OpportunityId [KEY] String False

The unique identifier (id) for the opportunity to retrieve groups from.

Created Datetime True

A timestamp when this group was created

Name String True

The name of the group.

AddressCity String True

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

AddressCountry String True

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

AddressLine1 String True

Primary street address

AddressLine2 String True

Secondary street address

AddressLine3 String True

Miscellaneous street address

AddressPostalCode String True

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

AddressState String True

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

Description String True

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 True

The level this group appears in its hierarchy.

ParentID String True

The group's parent entity.

RecordOwner String True

Owner user of the record.

Contacts Int True

Get the total number of contacts within the group. Contacts is nullable and hide it if the value is null.

HasSubgroups Bool True

This readonly property indicates that this group has sub groups.

IsPrivate Bool True

Indicates elevated security that only the creator/owner has access to this company.

ImportDate Datetime True

This readonly property displays the date that the opportunity was imported into the system.

AddressLatitude Decimal True

The address latitude.

AddressLongitude Decimal True

The address longitude.

RecordManagerID String True

The record manager.

CustomFields String True

Custom fields.

RecordManager String True

Manager of the activity.

Copyright (c) 2024 CData Software, Inc. - All rights reserved.
Build 24.0.8963