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Filters

Filtering can be made through the following operations:

  • Equals:
  • Not Equals
  • Like (use * as wildcard)
  • Greater Than
  • Greater Than or Equals
  • Less Than
  • Less Than or Equals

When passing a list of criteria’s all operations are executed on the entire set using AND. No support exists for OR operations. OR operations can be accomplished by making multiple calls.

When creating the filer query 4 properties can be set:

  • attribute – Filter on the standard properties on a DTO (when used leave customFieldId empty)
  • customFieldId - Filter on the custom fields on a DTO (when used leave attribute empty)
  • operation – The operation described above
  • value – the actual value to filer on.

The following filters can be made on each service

  • Activity
  • Appointment
  • Opportunity
  • Order
  • Product
  • Project
  • User

 

Activity:

Client
       
Integer
CloseDate  
Date
StartDate
Date
StartTime
Time
Opportunity
Integer
Order
Integer
Project
Integer
Contact
Integer
User
Integer
RelatedProject
Integer

 


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Appointment:

Client
      
Integer
EndDate
Date
StartDate
Date
StartTime
Time
Opportunity
Integer
Order
Integer
Project
Integer
User
Integer
RelatedProject
Integer
RelatedUser
Integer

 


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Opportunity:

Client       
Integer
Contact
Integer
OrderDate
Date
Project
Integer
User
Integer
Probability
Integer

 


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Order:

Client
      
Integer
Contact
Integer
OrderDate
Date
Project
Integer
User
Integer

 


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Product:

Category       
Integer

 


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Project:

Name
      
String
RelatedUser
Integer
RelatedClient
Integer
RelatedContact
Integer

 


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User:

RelatedClient
      
Integer
RelatedProject
Integer
RelatedAppointment
Integer

 


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Undernavigering
  • API
    • SOAP Services
    • Data filters

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