Portfolios

To create, update, delete, and query from the Portfolios table.

Table Specific Information

Select

The add-in will use the Asana API to process WHERE clause conditions built with the following column and operator. The [WorkspaceId AND OwnerId] OR Id is required to make a request and rest of the filter is executed client side within the add-in.

Id supports the '=' comparison.
WorkspaceId supports the '=' comparison.
OwnerId supports the '=' comparison.

For example, the following queries are processed server side:

SELECT * FROM Portfolios WHERE WorkspaceId = '1172686716695308' AND OwnerId = '1172686741877880'

SELECT * FROM Portfolios WHERE Id = '1172684730399265'

Insert

WorkspaceId is a mandatory column for inserting into Portfolios table. For example:

INSERT INTO Portfolios (Name, Color, WorkspaceId)  VALUES ('Test', 'dark-pink', '1172686716695308'

Update

Following is an example of how to update a Portfolios table:

"UPDATE Portfolios SET Name = 'IT-Test' WHERE Id = '1173026173301164'

Delete

Following is an example of how to delete from Portfolios table:

DELETE FROM Portfolios WHERE Id = '1172684730399265'

Columns


Name	Type	ReadOnly	References	Description
Id [KEY]	String	True		Globally unique ID of the portfolio.
Name	String	False		Name of the portfolio.
Color	String	False		Color of the portfolio. The allowed values are dark-pink, dark-green, dark-blue, dark-red, dark-teal, dark-brown, dark-orange, dark-purple, dark-warm-gray, light-pink, light-green, light-blue, light-red, light-teal, light-brown, light-orange, light-purple, light-warm-gray.
CreatedAt	Datetime	True		The time at which this portfolio was created.
CreatorId	String	True		Globally unique ID of the user who created this portfolio.
CreatorName	String	True		The user's name.
Members	String	False		Array of users who are members of this portfolio.
OwnerId	String	False	Users.Id	Globally unique ID of the owner. API users can only get a list of portfolios that they themselves own.
OwnerName	String	True		The owner's name.
ResourceType	String	True		The base type of this resource.
WorkspaceId	String	False	Workspaces.Id	The workspace or organization that the portfolio belongs to.
WorkspaceName	String	True		Name of the workspace.
ItemURL	String	True		A URL that points directly to the object within Asana.
CurrentStatusUpdateId	String	True		Globally unique identifier of the resource, as a string.
CurrentStatusUpdateResourceType	String	True		The base type of this resource.
CurrentStatusUpdateTitle	String	True		The title of the status update.
CurrentStatusUpdateResourceSubtype	String	True		The subtype of this resource. Different subtypes retain many of the same fields and behavior, but may render differently in Asana or represent resources with different semantic meaning.
StartOn	Date	True		The day on which work for this portfolio begins, or null if the portfolio has no start date. This takes a date in the YYYY-MM-DD format. Note: due_on must be present in the request when setting or unsetting the start_on parameter. Additionally, start_on and due_on cannot be the same date.
Public	Boolean	False		The value is 'true' if the portfolio is public to its workspace members.
ProjectTemplates	String	True		Array of project templates that are in the portfolio.
DefaultAccessLevel	String	True		The default access level when inviting new members to the portfolio.
Archived	Boolean	False		The value is 'true' if the portfolio is archived, 'false' if not. Archived portfolios do not show in the UI by default and may be treated differently for queries.