Misc commands
GetMobileAppSettings
A collection of functions and settings used by the mobile apps to configure itself.
Keyword | Function |
---|---|
AllowReposition | When checking in far from an objects location, the user should be allowed to move the position of the object to their current position. |
AutoCheckOut | Allows Automatically checkout if users have been checked in for longer than their normal workday plus a little extra. |
CalendarCreate | Create calendar appointments |
CalendarView | Access to the calendar module |
CalendarHideOtherUsers | Same as ProdplanHideOtherUsers |
CallLogging | Deprecated |
Calls | Access to the sales module |
CheckIn | Allow checkin via app (always set) |
CheckInOnEvents | Allow to check in on events (which will check in on the customer assigned to the event) |
CheckInOnProduction | Allow to check in on planning (which will check in on the planned task) |
Checkout_FormRequired | When checking out, any checkout form is mandatory to fill in. |
Checkout_Registration_None | When checking out, a time registration should never be posted. |
Checkout_Registration_Optional_Off | When checking out, the user should be able to select if a time registration should be made. This should default to off. |
Checkout_Registration_Optional_On | When checking out, the user should be able to select if a time registration should be made. This should default to on. |
Checkout_Registration_Required | When checking out, a time registration is mandatory. |
CustomersCreate | The user may create new CRM objects from the app. |
CustomersDraw | The user is allowed to draw map objects on customers. |
CustomersEdit | The user may edit CRM objects from the app. |
CustomersFiles | Files are accessible on CRM objects. |
CustomersFloorplan | Deprecated |
CustomersForms | Allow filling forms on customers. |
CustomersNotes | Access to customer notes. |
CustomersPhoto | User may take photos on CRM objects. |
CustomersProcedures | Procedures are visible on CRM objects. |
CustomersView | Access to the CRM module |
CustomRegistrations | If Custom registrations are allowed |
DayCheckin | Allow the user to check in on the day (deprecated?) |
Drive | Deprecated |
EnableNFC | Enable NFC functionality |
LimitNumObjects | The app should use the special strategy for reduced object count |
LocationLogging | The app should passively track the user location. |
ManyProducts100K | This is set if there are more than 100000 products in the DB, the app may use this to adjust how it synchronizes products |
ManyProducts10K | This is set if there are more than 10000 products in the DB (but less than 100000) |
NewMessages | Enable the new message system |
NewNotes | Enable the new note system |
NoCustomerCheckin | Checkin isn't allowed on CRM objects |
NoCustomerRegistration | It isn't allowed to register time on CRM objects |
NoEditTimeAtCheckout | Time is not allowed to be edited when checking out |
NoEditTime | It is not allowed to edit/delete own registrations - but it is still allowed to create registrations |
CustomersHideProspects | It isn't allowed to show customer prospects in App |
NoProximityAlert | If the option named “Alert when close to a task or company?” isn't set, then this keyword is present |
NoTimeOverlap | Do not allow hour registrations to overlap. |
NotePost | Allow to post notes (always present) |
PersonEdit | Allow to edit person |
PersonView | Access to the person module |
PersonalDocuments | Allows to see personal documents (which are files under the current user) |
Project2Enabled | Access to the process module (unused?) |
PlaceOrder | Access to the sales module |
ProdplanHideOtherUsers | If the production plan/calendar should show other users |
ProdplanAhead<n> | Limits the number of days one should be able to look forward in the production plan where <n> is the number of days; if the value is 0 or not specified then it should be considered to mean "forever" |
ProdplanReveal<clock> | When is the next day revealed in the production plan, where <clock> is the timestamp. |
ProdplanView | Access to the planning module |
ProdplanEdit | Allow editing a plannings |
ProductEdit | Allow product edit |
ProductView | Deprecated |
QRLogging | Enables the QR scanner |
Registration_Clock | Registration is with time stamps instead of minutes, so 12:00-14:00 instead of 120 minutes. |
Registration_Star1 | The blue star should be present |
Registration_Star2 | The yellow star should be present |
Registration_Star3 | The green star should be present |
Registration_Star4 | The red star should be present |
Registration | The user should be able to register time |
RegistrationMidnightToFirstDate | When registering time over midnight, the selected date should be the first day ie. 01-01-2000 23:00:00 - 01:00:00 |
RegistrationMidnightToSecondDate | When registering time over midnight, the selected date should be the second day ie. 02-01-2000 23:00:00 - 01:00:00 |
RegistrationOnClosedOff | Do not allow registrering time on a closed task |
RegistrationOnClosedAlways | Allow registrering time on a closed task |
RegistrationOnClosedUntilMidnight | Allow registrering time on a closed task, but only on the date when the task was closed |
Stock | Use stock functions |
StockRequired | Stock is required to be selected when adding a product use. |
TodoChangeState | Allow changing status on task |
TodoCloseDays<N> | How long after task closure will MB keep sending info about the closed tasks, f.ex. "TodoCloseDays90" for 90 days; if N=10000 then MB will not send closed task. Notice that the setting only applies if the app sends "ignoreclosed" in the GetTodosByLastChange API call. |
TodoCreate | Allow creation of new tasks |
TodoDraw | The user is allowed to draw map objects on tasks. |
TodoEdit | The user may edit todo objects from the app. |
TodoFiles | Files are accessible on task objects. |
TodoForms | Allow filling out forms. |
TodoHideAll | Don't show the “all tasks” tab in app v2 |
TodoHideProjects | Don't show projects |
TodoNotes | Allow notes on tasks. |
TodoPhoto | User may take photos on task objects. |
TodoPlan | Allow planning the task. |
TodoPlannedTabs | Show planned tab in app v2 |
TodoProducts | Allows product use on tasks. |
TodoShowProjectFiles | Show project files amongst the other files for a task |
TodoTeamTabs | Show tabs for each team (in app v2?) |
TodoView | Access to the task module |
ToolCreateTask | Allow creating tasks on tool |
ToolDetach | Allow to detach tool. |
ToolDraw | The user is allowed to draw map objects on tool. |
ToolEdit | The user may edit tools. |
ToolFiles | Files are accessible on tool objects. |
ToolForms | Fill forms on tools |
ToolInstall | Allow installing tool |
ToolNotes | Allows notes on tools. |
ToolPhoto | User may take photos on tool objects. |
ToolPlaceOfHome | Allow to change the tool place of home. |
TodoProductUseSearch | If you can search for productuse |
TodoProductUseCreate | If you can create new productuse |
TodoProductUseCreate | If you can create edit existing productuse |
TodoProductUseDelete | If DeleteProductUseByID will delete the product use |
TodoProductUseOffset | If DeleteProductUseByID will offset the product use |
ToolChangeState | Change state of tools |
ToolRegistrations | Allow registration of time on tools |
ToolTakeOthers | Allows to take tools carried by others |
ToolTake | Allows to book tool. |
ToolWriteNFC | Allow writing of tool NFC tags. |
ToolsManualPickup | Can pick up tools (always on if tool module available) |
ToolsSetDownOnCheckout | All carried tools should be set down when checkin out |
Tools | Access to tool module |
UserEdit | If the user is allowed to edit details about himself/herself |
VirtualFoldersREADONLY | If virtual folders should be readonly; virtual folders are f.ex. task folders that are shown for the customer, or subtasks folders that are shown on a project |
Input
permissions | number | Set to 1 to also read the permissions |
Output
functions | collection[string] | A collection of functions to enable - see the list above |
permissions | set | A set of module names and the list of enabled permissions for each module |
settings | set | Various settings |
defaultstock | number | MB ID of the default stock |
minutesteps | number | Granularity when selecting a duration in minutes; default 5 |
The following settings may be provided in the settings
field:
imagenodateandlocation | boolean | If 1 then don't insert time+date+location in the photos |
GetAccessToken
Get an access token that can be used with endpoint_token.php instead of using endpoint.php.
Input
None | - | - |
Output
accesstoken | string | An access token that should be passed to endpoint_token.php |
expiredate | date | When then token expires |
expiretime | time | When the token expires |
LogOut
Log out of the system, should be called by the app when the user logs out. The main purpose is to clear the push token.
Input
pushtoken | string | The push token that was last sent from this app |
Output
None |
Log
Log a string to the Microbizz API log
Input
text | string | String to log |
boolean | Set to true to send the log to drift@microbizz.dk |
Output
None | - | - |
Configuration
GetWorkareas
Get all Microbizz workareas. All workareas are returned, and replaces earlier workareas.
Input
None | - | - |
Output
workareas | collection[ workarea ] | A collection of all work areas in the Microbizz system. |
GetCustomAppLinks
Get a list of custom links to inject into the app. This allows server side content/functionality to be displayed in the app. These should be accessible somewhere, preferable via an icon. The URL should be displayed in a browser window within the app.
Input
None | - | - |
Output
Collection of:
icon | number | Et tal der angiver hvilket ikon app'en skal vise: 1 – Start (huset) 2 – Virksomheder 3 – Opgaver 4 – QR 5 – Timer 6 – Person 7 – Opkald 8 – Udstyr 9 – Plan 10 – Bruger |
title | string | Title of icon |
url | string | Link to functionality |
GetCustomFields
Get info about all Custom fields.
Custom fields are fields that Microbizz users may add to various objects, like todo or customer. There are several types of custom fields, see Custom fields.
Input
None | - | - |
Output
fields | set | The name of each item is a module code/object type, and the value is a collection of customfields |
GetColumnGroups
Get info about column groups. A columngroup specifies the content of a box that is to be displayed in the app.
Input
None | - | - |
Output
columngroups | collection[object] | List of column groups |
Each column group contains
id | number | The ID of the column group |
objecttype | string | The type of object this group describes |
title | string | The title of the group |
purpose | number | See below |
columns | collection[string] | LIst of the fields included in the group |
titles | collection[columntitle] | The titles of the columns, may include other info |
appicons | collection[appicon] | The app icons to use |
objecttype
can be either of "todo", "person", "users", "tools", "customers", "prodplan", "calendar", "todo_productuse", "sales_product" or "project".
purpose
indicates under which circumstances the group should be used: 0 - anytime, 1 - object main page, 2 - search text, 3 - sub object.
columns
contain a list of field names. See 3-parts notation below.
appicons
is a collection of objects which specify the icons to use with the column; each object has with the following fields:
icon | the name of an icon to use |
column | the name of the column for which this icon should be used |
titles
is a collection of objects which specify the titles of the columns, it may also include other info about the column; each obhect has the following fields:
title | the title of this column |
column | the name of the column for which this title should be used |
iscustomfield | optional, is 1 if the column is a custom field |
customfieldtype | the type of the custom field, only if |
customfieldsubtype | the subtype of the customfield, only if |
type | the type of the field, currently this is only relevant for Ventu |
3-parts notation
Some object types may refer to fields from other object types, f.ex. the planning (object type = prodplan
) may refer to fields from the associated task. This is specified by a field name consisting of 3 parts separated by . (full stop). F.ex. if a column group for prodplan
(see prodplanentry) includes the field todoid.todo.customertext
then this means that the value in field todoid
in the prodplanentry is the ID of an object of type todo, and you should use the field customertext
from the todo object.
So the first part (todoid
) refers to a field in the object for which the column group applies. The second part (todo
) indicates another object type. The third part (customertext
) indicates a field in the other object type - this is the value to display.
GetMainPages
Get info about which boxes to display on an object main page. See the section Mainpages on this page for details about the boxes.
Input
None | - | - |
Output
mainpages | collection[ mainpage ] | List of main pages |
There is one mainpage object for each of the object types todo/customers/person/tools.
GetAllWidgets
Get info about which widgets are available; widgets are referenced by main pages, see mainpagebox.
Input
None | - | - |
Output
widgets | collection[ widget ] | List of widgets |
GetCheckpoints
Get all Microbizz cheeckpoints. All checkpoints are returned, and replaces earlier checkpoints.
Input
None | - | - |
Output
checkpoints | collection[ checkpoint ] | A collection of all checkpoints in the Microbizz system. |
Checkpoints are saved when calling DoCheckOut or DoCheckOutForUser.
GetIcons
Get all Microbizz icons. All icons are returned and replaces earlier icons.
Input
md5sums | collection[ md5list ] | The known MD5 sums of icons for custom fields etc |
appicons | collection[md5list] | The known MD5 sums of app icons |
Output
icons | collection[ icon ] | A collection of all icons in the Microbizz system. |
appicons | collection [appicon] | A collection of all the app icons; only included if |
An appicon object contains the fields id
, data
and md5sum
. The id
field holds the icon name, eg map1.png
; the same name/id should be used in the md5list in the input.
No image data will be transferred for the icons (or app icons) which match the supplied MD5 sums.
GetCurrentUserID
Get the user ID of the current user.
Input
None | - | - |
Output
userid | number | The user id of the current user. |
SetUserPassword
Set the password for the current user. Optionally also set name and mobile phone no.
Input
password | string | The MD5 sum of the new password; must be lowercase. |
oldpassword | string | The MD5 sum of the old password; must be lowercase. |
fullname | string | The full name of the user, eg. “Bill Clinton” |
mobile | string | The mobile phoneno of the user, eg. “+4512345678” |
Output
None | - | - |
Workplan
GetWorkplanForDates
Get the workplan for the current user
Input
fromdate | date | - |
todate | date | - |
userid | number | The MB ID of a user; if not specified then return data for the current user |
busy | boolean | If 1 then include |
Output
workplanentries | collection [ workplanentry ] | The workplan |
GetWorkplanByLastChange
Get workplan entries changed after a given date.
Input
field | type | |
---|---|---|
changedate | date | last time it was changed. |
changetime | time | (optional) the last time it was changed. |
busy | boolean | If 1 then include |
Output
workplanentries | collection [ workplanentry ] | The workplan |
GetPastRegistrations
Get the daily worksheets and workplan for the current user.
Input
startdate | date | - |
enddate | date | - |
Output
weeks | set | The worksheets, grouped by weeks and dates |
workplan | collection [workplantype] |
A workplantype contains the fields id
,color
and title
.
The weeks
set contains an entry for each week in the period; the field is date of the monday in the week and the value is another set containing the fields following fields:
Values in the weeks
set:
field | type | |
---|---|---|
| number | week number |
| date | date of the sunday in the week |
| number | total number of minutes registered by current user in the week |
| set | The fields are the dates in the week, the values are yet another set, see below |
Values in the dates
set:
field | type | |
---|---|---|
| number | total number of minutes registered by current user on the date |
| number | the workplan registration type for the date, see the |
| boolean | 1 if the worksheet for the date is open, 0 if it is is closed |
Notes
Notes are deprecated, use the message commands instead.
GetNotesByLastChange
Get the notes from beginning to end.
field | type | |
---|---|---|
objecttype | string | the type of parent. example 'todo' |
objectid | number | the id of the parent. Example the todo it's connected to. |
changedate | date | last time it was changed. |
changetime | time | (optional) the last time it was changed. |
GetNotes
Get all notes belonging to the specified object
Input
objecttype | string | The type of the object for which to retrieve notes. Either “customer” or “todo” |
objectid | number | The id of the object for which to retrieve notes. |
Output
notes | collection[note] | The notes |
PostNote
Post a note. A note ID must be provided, even though it is ignored. It can be set to 0.
Input
note | note | The note to post |
message | set | If the note should also spawn a message |
Output
note | note | The note as it was created in the system. |
The message
set holds two fields: remoteid
which is the user ID of the receiver, and confirmation
which determines in the message requires confirmation.
There are two special values for remoteid
: 1000000000 - sends to the responsible user for whatever object the note belongs to, and 1000000001 - sends to the next user who checks in on the task or customer that the note belongs to.
Search
SearchProvider
Search Microbizz for customers, person, todo, tool, product
Input
search | string | The search term |
objecttypes | collection[string] | Which objects to search, you may call this field "modcodes" instead, see below for a list of possible objecttypes |
reference | mixed | See below |
textsearch | bool | Set to 0 to return just the IDs of the matching objects, set to 1 to return also a string that describes the object (typically the object name) |
Output
objects | set | The keys are the object types, the values are sets of the matching results |
Object types
objecttype | fields that will be matched | meaning of the field "reference" |
---|---|---|
person | firstname, lastname, address, address2, zip, city, country, phone, email | Either:
|
customers customer | name, customernumber, vat, publicid, address, address2, zip, city, country, id, phone, email A fuzzy search is also performed, so that if the search term looks like the name then it is considered a match | |
todo | name, number, address, address2, requisition | |
product | title | |
tool | name, make, model, serialnumber If company matches the search term then any equipment that belongs to the company will also match |
Stock
GetStocks
Get all Microbizz stocks. All stocks are returned, and replaces earlier stocks.
Input
None | - | - |
Output
stocks | collection[ stock ] | A collection of all stocks in the Microbizz system. |
CreateStock
Create a new stock and optionally attach it to an object
Input
stock | stock | The stock to create. (Id is ignored) |
Output
stock | stock | The stock that was created |
DeleteStock
Deletes a stock and remove assignment from it, from every user that was assigned.
Input
stockid | number | ID of the stock to delete. |
Output
None | - | - |
AssignStockToUser
Assigns a stock to a user as the users default stock. If no stockid is provided any default stock is removed from the user instead.
Input
userid | number | ID of the user to assign / deassign. |
stockid | number | ID of the stock to assign or empty to deassign. |
Output
None | - | - |
Depots
AddDepotOrder
Add a depot order based on a depot inventory.
Input
customerid | number | The ID of the company for which the depot inventory was done |
order | collection[doline] | The actual depot inventory |
orderdate | date | When the depot inventory was done |
ordertime | time | When the depot inventory was done |
Output
None | - | - |
Each line in order
is a set containing the fields depotitemid
and ordercount
.
See also CreateUpdateDepotOrderLine.
This command may cause the depot order line to be exported.
CreateUpdateDepotOrderLine
Create a new depot order line, or update an existing.
Input
Output
line | depotorderline |
See also AddDepotOrder.
GetDepotsByLastChange
Get the depots that have changed recently.
Input
changedate | date | - |
changetime | time | - |
Output
depots | collection[depot] | A list of the depots that have changed |
Files
UpdateDocument
Update the data for a file.
Input
documentid | number | The internal Microbizz ID of a file/document |
filedata | string | Base64 encoded binary data |
title | string | New title of the file |
filename | string | New name of the file, notice that the extension (eg. .jpg) must be the same as the existing file |
Output
document | document | A document object |
GetDocumentsByModcodeAndID
Get all documents for a modcode+ID.
Input
modcode | string | A modcode |
objectid | number | An object ID |
inclthumbs | bool | True to include thumbnails |
inclfolders | bool | True to include folders |
Output
documents | collection [ document ] | The documents present on the object |
folders | collection [folder] | The folders present on the object |
GetImageTags
Get all Microbizz image tags. All tags are returned and replaces earlier tags.
Input
None | - | - |
Output
imagetags | collection[imagetag] | A collection of all image tags in the Microbizz system. |
GetDocumentByID
Get a specific document providing a document ID
Input
documentid | number | The id of the document |
Output
document | The document object | |
data | binary | The binary data of the document itself |
GetDocumentsInfoByLastChange
Get documents that have changed since a given date.
Input
changedate | date | The change date |
changetime | time | The change time |
version | number | This should be 2, version 1 most likely crashes |
resumekey | string |
Output
docs | collection[document] | The documents |
resumekey | string |
GetPersonalDocuments
Get all personal documents of the current user
Input
inclfolders | bool | True to include folders |
Output
documents | collection [document] | The personal documents |
folders | collection [folder] | The folders in the personal documents area |
AddFileToPersonalDocuments
Add a file to the personal documents for the user.
Input
filename | string | The name of the file, eg. “MyDocument.PDF” |
filedata | binary | A binary stream. base64_encode(Required) |
title | string | A file title (not a file name) |
folder | string | The path of the folder, eg. "FilesFromAPI/Diagrams" |
userid | number | The users of id of the user who should receive the file. Default is the logged in user. |
Output
None | - | - |
AddPhotoToPersonalDocuments
Add a photo file to the personal documents for the user.
Input
title | string | A file title (not a file name) |
imagedata | binary | A binary stream containing photo data in jpeg format. base64_encode(Required) |
createdate | date | When the photo was taken |
createtime | time | When the photo was taken |
tags | collection [number] | An optional collection of tags to attach to this image (tag IDs) |
documentid | number | Optional ID of an existing file, to update the file instead of creating a new file |
Output
document | document | A document object |
AddPhotoToCustomer
Add a photo file to a specified customer.
Input
title | string | A file title (not a file name) |
imagedata | binary | A binary stream containing photo data in jpeg format. |
customerid | number | reference to the customer. |
createdate | date | When the photo was taken |
createtime | time | When the photo was taken |
tags | collection [number] | An optional collection of tags to attach to this image (tag IDs) |
documentid | number | Optional ID of an existing file, to update the file instead of creating a new file |
folder | number | Optional ID of a folder, the image should be placed in. |
onxnet | boolean | if image is public for extranet. |
longitude | float | Optional geolocation longitude of the phone at upload. |
latitude | float | Optional geolocation latitude of the phone at upload. |
comment | string | Optional comment on the image. |
category | number | Optional Reference to existing image's file category. |
subcategory | number | Optional Reference to existing image's file subcategory. |
Output
document | document | A document object |
AddPhotoToTodo
Add a photo file to a specified Task.
Input
title | string | A file title (not a file name) |
imagedata | binary | A binary stream containing photo data in jpeg format. |
todoid | number | reference to the task. |
createdate | date | When the photo was taken |
createtime | time | When the photo was taken |
tags | collection [number] | An optional collection of tags to attach to this image (tag IDs) |
documentid | number | Optional ID of an existing file, to update the file instead of creating a new file |
folder | number | Optional ID of a folder, the image should be placed in. |
onxnet | boolean | if image is public for extranet. |
longitude | float | Optional geolocation longitude of the phone at upload. |
latitude | float | Optional geolocation latitude of the phone at upload. |
comment | string | Optional comment on the image. |
category | number | Optional Reference to existing image's file category. |
subcategory | number | Optional Reference to existing image's file subcategory. |
Output
document | document | A document object |
AddPhotoToTool
Add a photo file to a specified tool.
Input
title | string | A file title (not a file name) |
imagedata | binary | A binary stream containing photo data in jpeg format. |
toolid | number | reference to the tool. |
createdate | date | When the photo was taken |
createtime | time | When the photo was taken |
tags | collection [number] | An optional collection of tags to attach to this image (tag IDs) |
documentid | number | Optional ID of an existing file, to update the file instead of creating a new file |
folder | number | Optional ID of a folder, the image should be placed in. |
onxnet | boolean | if image is public for extranet. |
longitude | float | Optional geolocation longitude of the phone at upload. |
latitude | float | Optional geolocation latitude of the phone at upload. |
comment | string | Optional comment on the image. |
category | number | Optional Reference to existing image's file category. |
subcategory | number | Optional Reference to existing image's file subcategory. |
Output
document | document | A document object |
AddPhotoToSalesContract
Add a photo file to a specified SalesContract (quotation).
Input
title | string | A file title (not a file name) |
imagedata | binary | A binary stream containing photo data in jpeg format. |
contractid | number | reference to the tool. |
createdate | date | When the photo was taken |
createtime | time | When the photo was taken |
tags | collection [number] | An optional collection of tags to attach to this image (tag IDs) |
documentid | number | Optional ID of an existing file, to update the file instead of creating a new file |
folder | number | Optional ID of a folder, the image should be placed in. |
onxnet | boolean | if image is public for extranet. |
longitude | float | Optional geolocation longitude of the phone at upload. |
latitude | float | Optional geolocation latitude of the phone at upload. |
comment | string | Optional comment on the image. |
category | number | Optional Reference to existing image's file category. |
subcategory | number | Optional Reference to existing image's file subcategory. |
Output
document | document | A document object |
CreateUpdateFolder
Rename, move a folder, or add a subfolder to an existing folder.
You cannot change the root folder for an object.
Creating
Either parentid or modcode+objectid is required. Title is required. Readaccess and writeaccess permissions are taken from the parent folder.
Renaming
To rename an existing folder you need to specify id and title.
Moving
To move an existing folder you need to specify the ID of the new parent folder. This is done in the field parentid.
Input
title | string | A name for the folder |
parentid | number | The Microbizz ID of the parent folder |
id | number | The Microbizz ID of an existing folder to update, if any |
ispublic | boolean | If folder is public for extranet |
modcode | string | The type of object this folder should be long to, eg. "todo" or "customers" etc. |
objectid | number | The Microbizz ID of the OD the object this folder shoukld be long |
Output
folders | collection [folder] | The folders present on the object |
DeleteFolderByID
Delete an existing folder. You cannot delete root folders.
Input
folderid | number | The ID of an existing folder. |
withcontent | bool | If this is set to 0 the folder will only be deleted if is doesn't contain any files or subfolders; if set to 1 then the contents will also be deleted |
Output
folders | collection [folder] | The folders present on the object |
GetImageCategories
Get the image categories and their id's.
Input
None | - | - |
Output
None | - | - |
DeleteDocumentByID
Delete a document/file.
Input
documentid | number | The Microbizz ID of a document/file |
Output
None | - | - |
MoveDocumentByModcodeAndID
This will move a given document/file to another object. Notice that the file will be given a new ID.
Input
documentid | number | The ID of a document/file |
modcode | string | A string specifying where to the file should be moved, either "todo" or "customers" or "tools" |
objectid | number | The ID of the task/customer/equipment to where the file should be moved |
filename | string | Optional new name of the file |
folder | string | Optional name of folder to store the file in, the folder will be created if it doesn't exist; eg. "Pictures/Cats/" |
Output
document | document | The new document object |
SendMailOnObject
Send a mail to a user or person (or both). Fields from the object will be inserted into the subject+body, refer to the HTML template documentation.
There is a limit to the number of times you may use this call in a given 24h period.
Input
objecttype | string | The type of object this relates to, either "Customer" or "Todo" |
objectid | number | The Microbizz ID of the object |
mailtemplateid | number | The Microbizz ID of an HTML template |
userid | number | The Microbizz ID of a user, either this or personid must be set |
personid | number | The MIcrobizz ID of a person, either this or userid must be set |
subject | string | If not set then the mail subject will be taken from the HTML template |
body | string | If not set then the mail body will be taken from the HTML template |
Output
None | - | - |
Anonymization
AnonymizeDataByModcodeAndID
Delete notes, forms mails or activities on a customer, todo or project.
project deletion will additionally delete notes forms and mails which are visible for the project. which also includes connected tasks.
Input
search | string | The search term |
modcode | string | should be customers, todo or project. |
objectid | number | Id of object defined using modcode |
data | string | should be forms, notes, mails or activities. |
Output
None or error message |
DeleteByModcodeAndID
Delete a project todo or customer
Input
search | string | The search term |
modcode | string | should be customers, todo or project. |
objectid | number | Id of object defined using modcode |
Output
None or error message |
CreatePDF
Create a pdf for download.
Either object_id and object_type has to be in use or a file has to be sent. the file needs to be outside the scope of the json, base64 encoded and it needs to be the file of a valid pdf.
Input
object_id | number | The ID of an object, see object_type below |
object_type | string | One of “quotation”, “company” or “task” |
custom_document | number | The ID of a document in the Data+ module. If this is set the uploaded file will be ignored. |
custom_fields | array | There are two parts in the custom_fields. an overwrite of contentarea which this format. { //propably always text and { //used to overwrite the font. |
custom_areas | array | Describes the height and location of the content area on the page. Only allows one content area so far. Example where the area takes up all of a A4 page: [1 => ["y" => 0, "h" => 297]] |
Output
None or error message |