TDV Adapter for Xero WorkflowMax

Build 22.0.8462

Jobs

Return a list of all jobs.

Select

Note: Because of Xero WorkflowMax API restrictions the Job ID filters will not work properly while using custom Job numbers which have punctuation in them. This is a known issue that Xero refuses to fix. Please change the Job number so there is no punctuation and try again. In case you are using custom Job numbers with punctuation in them you may encounter 404 Not Found error in Jobs and JobCosts tables.

The adapter will use the Xero WorkflowMax API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the driver. Specifically, the following are processed server-side:

  • Id supports the '=' operator.
  • AssignedStaffUUID supports the '=' operator.
  • ClientUUID supports the '=' operator.
  • CreatedDate supports the '<=,<,=,>,>=' operators.

All filterable columns allow multiple values to be specified by using the IN operator. Response time from the server can be improved by identifying only the rows you want to retrieve.

SELECT * FROM Jobs WHERE CreatedDate>='2020-12-12' AND CreatedDate<='2020-12-12'
SELECT * FROM Jobs WHERE CreatedDate='2020-12-12'
SELECT * FROM Jobs WHERE CreatedDate>='2020-12-12'
SELECT * FROM Jobs WHERE ID='J000001'
SELECT * FROM Jobs WHERE AssignedStaffUUID='9d382fcf-7013-4d97-8dd8-c08e8b26a0b2'
SELECT * FROM Jobs WHERE ClientUUID='9d382fcf-7013-4d97-8dd8-c08e8b26a0b2'
SELECT * FROM Jobs WHERE ID IN ('23423', '34534')
SELECT * FROM Jobs WHERE AssignedStaffUUID IN ('9d382fcf-7013-4d97-8dd8-c08e8b26a8f6', '9d382fcf-7013-4d97-8dd8-c08e8b26a4d2')
SELECT * FROM Jobs WHERE ClientUUID IN ('9d382fcf-7013-4d97-8dd8-c08e8b26a0b2', '9d382fcf-7013-4d97-8dd8-c08e8b26a6i1')

Notes:
-When executing a simple SELECT * query the adapter will retrieve only your current Invoices.
-When specifying CreatedDate the adapter will retrieve the current and archived Jobs.

Insert

Name, ClientUUID, StartDate, DueDate are required to insert. The following query creates a new Job:

INSERT INTO Jobs (Name, ClientUUID, StartDate, DueDate) VALUES ('Job Name', '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2', '2019-07-17T00:00:00', '2019-07-17T00:00:00')

Update

You can update by specifying the Job ID:

UPDATE Jobs SET StartDate='2007-07-16T00:00:00' WHERE Id='J000003'

Delete

Delete a Job by specifying the Job ID:

DELETE FROM Jobs WHERE ID='J000003'

Columns

Name Type ReadOnly Description
ID [KEY] String False

Job identifier.

Name String False

The name of the job.

Description String False

The description related to the job.

State String True

The state of the job.

ClientOrderNumber String False

Order number assoicated with this job.

StartDate Datetime False

The date when the job has started.

DueDate Datetime False

The date when the job should be completed.

CompletedDate Datetime False

The date when the job has been completed.

ClientUUID String False

The client identifier related to the job.

ClientName String False

The client name related to the job.

ContactUUID String False

The client identifier related to the job.

ContactName String False

The client name related to the job.

ManagerUUID String False

The manager identifier related to the job.

ManagerName String False

The manager name related to the job.

PartnerUUID String False

The partner identifier related to the job.

PartnerName String False

The partner name related to the job.

AssignedStaff String True

List of staff members assigned to the job in xml format.

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
TemplateUUID String

Used while inserting a job to determine its initial template.

CategoryUUID String

Used while inserting a job to determine its initial category.

AssignedStaffUUID String

Used to filter jobs based on the staff member assigned.

CreatedDate Date

Used to filter jobs from their date of creation.

Copyright (c) 2023 CData Software, Inc. - All rights reserved.
Build 22.0.8462