Search results by user ID 2102

Re: how to fetch the data based on my current Date dynamically

Method_Paul — Mon, 13 May 2024 15:15:07 GMT

The expectation is that your code that is using the API is responsible for business logic. So in your code, you would create and manage dynamic variables to reflect your desired business logic, and that you'd then call the API to get the data you need.

Paul

Re: how to fetch the data based on my current Date

Method_Paul — Fri, 10 May 2024 22:17:31 GMT

Hi there. I think you are better off doing "between" rather than equal, when it comes to dates.

We have some documentation on this here:
https://developer.method.me/#section/Filter-Reference

"To get all Invoices created on April 17, 2020, EDT (Eastern Daylight Time)"

GET /api/v1/tables/Invoice?filter=TimeCreated ge '2020-04-17T00:00-04:00' and TimeCreated lt '2020-04-18T00:00-04:00' HTTP/1.1 
Host: https://rest.method.me 
Authorization: Bearer eyJhbGciOiJSU

Hopefully that helps put you in the right direction,

Paul

Re: Character Function: Find in Json

Method_Paul — Fri, 13 Oct 2023 14:24:10 GMT

This response is obviously 4 years late....and somehow fell between the cracks of our support team. But we came upon it and wanted to give an answer for future searches.

What you have hear are "nested values". Like grandparent:parent:child. "temp" is a child of parent "metric", which is a child of grandparent "observations".

You can do this in Method, using the FindInJson action, but you need to do it in three parts.

1. Use FindInJson to get the "observations", and assign it to an action result. Let's call that resultObservations.

2. Use FindInJson to find the "metric" inside resultObservations, and assign this to an action result called resultMetric.

3. Use FindInJson to find the "temp" inside resultMetric, and assign this to an action result called resultTemp.

And there you have it!

Paul

Re: API Filter - How to search for a Company Name that has a single quote in it?

Method_Paul — Mon, 06 Feb 2023 20:00:19 GMT

Jamie -

Escaping with a redundant quote will do the trick in escaping the url parameter: (i.e. Magnolia''s not Magnolia's)

https://rest.method.me/api/v1/tables/Entity?filter=Name eq 'Magnolia''s%20Best%20Storage'

Paul

Re: API POST Contact / Not OtherName

Method_Paul — Mon, 06 Feb 2023 16:14:15 GMT

"Ok I think the problem I was running into was that I was hitting the Contact end point, and nothing was happening. But I hit the customer end point and it will make the entity, and the contact at the same time?"

-Yes. This is correct.

-Worth pointing out though, that you may still need to use the Contact end point to create additional contacts for that same customer.

-You might also need to use the Contact end point to edit more Contact fields of that primary contact.

"Is that similar if I am making a new customer from an action set? Do I create a new record in the customer table instead of the contact or entity table?"

-Exactly the same. Making it via actions should have the same behaviour as via the API.

Re: API POST Contact / Not OtherName

Method_Paul — Fri, 03 Feb 2023 17:21:03 GMT

So, we aren't making this easy on you!

Instead of creating an Entity, create a Customer. That will automatically create an Entity with EntityType Customer.

Here's one I created using PostMan: https://imgur.com/a/BH1Ezn8

Note, when you create a new Customer, it will automatically create a Contact for you. You can query for this contact using the Customer/Entity RecordID that is returned.

In my example here, I got back RecordID 474.

So my RestAPI URL to get the Contact added for that Customer/Entity was:

{{baseUrl}}/api/v1/tables/Contacts?filter=Entity_RecordID eq 474

Sorry this was so confusing!

Paul

Re: API POST Contact / Not OtherName

Method_Paul — Thu, 02 Feb 2023 16:42:37 GMT

The Entity ""Supply Central" already existed, and existed as a Vendor.

The relationship between an Entity and a Contact is that an Entity have 1 or many Contacts.

So I could have:

Entity (Customer): Bob Crenshaw

Contact 1: Bob Crenshaw

Contact 2: Betty Crenshaw

Or a business

Entity (Customer): XYZ Industries

Contact 1: Jane Doe

Or a supplier

Entity (Customer): Supply Centry

Contact 1: Mary Jane

Contact 2: Michael Tyson

So, before you create a contact, first make sure an entity exists, and specify that entity in your create request.

Re: API POST Contact / Not OtherName

Method_Paul — Thu, 02 Feb 2023 16:19:04 GMT

Hi there!

The Contact should belong to an Entity, otherwise it is orphaned. Entities are existing customers, vendors, or OtherName.

This is a JSON I just posted to create a contact:

{

"FirstName" : "Peter",

"LastName" : "Greenman",

"Name" : "Peter Greenman",

"Entity" : "Supply Central",

"Phone" : "(555) 555-1234"

}

It gave me back the RecordID of the newly created contact. When I query the Contacts for that RecordID I get back this:

{

"RecordID": 144,

"Email": null,

"FirstName": "Peter",

"IsOptOutOfBilling": false,

"IsOptOutOfMarketing": false,

"LastName": "Greenman",

"Name": "Peter Greenman",

"Note": null,

"Phone": "(555) 555-1234",

"PortalPassword": null,

"PortalUserName": null,

"SpecialType": null,

"Title": null,

"Mobile": null,

"FaceBookUserName": null,

"LinkedInPublicUserName": null,

"TwitterUserName": null,

"Website": null,

"AltPhone": null,

"Pager": null,

"TagList": null,

"ProfilePic": null,

"ProfilePicFileName": null,

"ProfileImage": null,

"ProfileImageFileName": "PG-6.mci",

"IsExcludedInAERO": false,

"InstagramUserName": null,

"LastModifiedDate": "2023-02-02T15:15:03.653",

"DirectDial": null,

"SkypeUserName": null,

"Entity": "Supply Central",

"Entity_RecordID": 283,

"AccountNumber": "",

"Balance": 1177.0000,

"BillAddressAddr1": "Supply Central",

"BillAddressAddr2": "John Supplier",

"BillAddressAddr3": "",

"BillAddressAddr4": "",

"BillAddressAddr5": "",

"BillAddressCity": "",

"BillAddressCountry": "",

"BillAddressNote": "",

"BillAddressPostalCode": "",

"BillAddressState": "",

"BirthDate": null,

"Campaign": null,

"Class": null,

"CompanyName": "Supply Central",

"CreditLimit": null,

"CustomerType": null,

"EmployeeType": null,

"EntityRecordID": 283,

"EntityType": "Vendor",

"Fax": "",

"FullName": "Supply Central",

"Gender": null,

"IsActive": true,

"IsLeadStatusOnly": false,

"JobDesc": "",

"JobEndDate": null,

"JobProjectedEndDate": null,

"JobStartDate": null,

"JobType": null,

"ParentFullName": null,

"PreferredPaymentMethod": null,

"PriceLevel": null,

"PrintAs": "",

"ResaleNumber": "",

"SalesRep": null,

"SalesTaxCode": null,

"SalesTaxItem": null,

"ShipAddressAddr1": "",

"ShipAddressAddr2": "",

"ShipAddressAddr3": "",

"ShipAddressAddr4": "",

"ShipAddressAddr5": "",

"ShipAddressCity": "",

"ShipAddressCountry": "",

"ShipAddressNote": "",

"ShipAddressPostalCode": "",

"ShipAddressState": "",

"Sublevel": null,

"Terms": null,

"TotalBalance": 0.0000,

"VendorType": null,

"SalesRepRecordID": null,

"LeadStatus": "Qualified",

"LeadSource": null,

"LeadRating": null,

"LeadConvertedDate": "2011-10-31T22:23:40",

"EntityCreatedDate": "2011-11-01T02:23:28.013",

"LastActivityCompletedDate": "2019-04-19T18:57:54.203",

"LastCompletedActivity": 287,

"NextActivityDueDate": null,

"NextPendingActivity": null,

"AssignedTo": null,

"AssignedToRecordID": null,

"Currency": null,

"TenantID": 1,

"TenantID_RecordID": 1

}

So the missing piece for you is to assign the Entity in your contact creation.

Paul

Re: How to Create an Item from API?

Method_Paul — Fri, 20 Jan 2023 22:37:28 GMT

Here's the trick, you need to add to the ItemInventory table, not the Item table. Kinda confusing....but the Item table is more of a "view" of all the types of item tables. And yes, we should be making that more obvious via the API.

I tried, using PostMan to create an item in the ItemInventory table, and can confirm that Name, Purchase Description and Sales Description all showed up perfectly.

"Name": "Test Item3",

"IsActive": true,

"IncomeAccount": "Integration:Sales",

"AssetAccount": "Inventory Asset-1",

"COGSAccount" : "Cost of Goods Sold",

"IsTrackQtyOnHand" : true,

"PurchaseCast" : 0,

"SalesPrice" : 0,

"PurchaseDesc" : "This is a purchase description.",

"SalesDesc" : "This is a sales description."

Re: How to Create an Item from API?

Method_Paul — Thu, 19 Jan 2023 20:12:47 GMT

Jamie - I'll try a quick answer before the support and/or product teams chime in. On first glance, I would try a few things:

a) Don't include FullName. FullName is really a calculated field. It figures out FullName based on the Name as as well as the reference to a Parent, if there is one. I wonder if including FullName is throwing it off somehow, and somehow causing the Name to be blank.

b) I would try not including PrefVendor_RecordID, QuantityOnHand for now to see if that makes a difference. Those are bonus fields...introduce them one at a time to something that is working.

c) Description - on Inventory, you want to set both the purchase description as well as the sales description. They might be different. In your example, your description was an empty string, so makes sense.

Hopefully that helps.