OpportunityProcesses

Query, create, update and delete opportunity process definitions.

Table Specific Information

Select

Id supports the '=' operator.
Name supports the '<=,<,=,!=,>,>=,CONTAINS' operator.

The driver uses the Act! CRM API to process search criteria that refer to the supported fields. The driver processes other filters client-side within the driver. For example, the following queries are processed server side:

SELECT * FROM OpportunityProcesses WHERE Id = '12345'
SELECT * FROM OpportunityProcesses WHERE Name = 'Standard Process'

Insert

To insert an opportunity process, you must specify the Name and Description.

INSERT INTO OpportunityProcesses (Name, Description) VALUES ('Standard Sales Process123', 'desc1')

Update

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

UPDATE OpportunityProcesses SET Description = 'updateddddd' WHERE Id = '14758814-0f58-4cda-baff-1dec9be37b9b'

Delete

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

DELETE FROM OpportunityProcesses WHERE Id = 'f3685d54-9148-4d73-9436-40e08169b77b'

Columns


Name	Type	ReadOnly	Description
Id [KEY]	String	True	Unique identifier of the opportunity process.
Name	String	False	The name of the opportunity process.
Description	String	False	A description of the opportunity process.
Status	String	False	The status of the process (None, Active, Inactive).
StagesCount	Integer	True	The number of stages defined in this opportunity process.
StagesAggregate	String	True	The stages associated with this opportunity process.