AgileApps Support Wiki

REST API/Payload Examples

From AgileApps Support Wiki

These are payload examples for the REST API field Resource.

In all examples:

  • The <title> element is the field's display label.
  • The <tableColumn> element is the field name.
  • <customVisibilityCriteria> elements, when present, reflect non-default Field Visibility settings.
  • The isCaseSpecialField element is a read-only attribute. A user cannot the set the value for this attribute. This value is set to True for all standard cases or case-type specific fields like subject, description, status, and priority. In all other cases, it is set to False.

Auto Number Field

<platform>
    <field>
        <title>FIELD LABEL</title>
        <tableColumn>FIELD_NAME</tableColumn>
        <type>AUTO</type>
        <description>...</description>
        <universalProperty>true</universalProperty>
        <startingNumber>0001</startingNumber>
        <autoNumberFormat>YYYY-MM-DD-{0000}</autoNumberFormat>
    </field>
</platform>

Notepad.png

Note: The startingNumber field is editable only during add/POST requests and not during update/PUT requests.

CheckBox Field

<platform>
    <field>
        <title>FIELD LABEL</title>
        <tableColumn>FIELD_NAME</tableColumn>
        <type>BOOLEAN</type>
        <description>...</description>
        <defaultValue>true</defaultValue>
        <universalProperty>false</universalProperty>
    </field>
</platform>

Currency Field

<platform>
    <field>
        <title>FIELD LABEL</title>
        <tableColumn>FIELD_NAME</tableColumn>
        <type>CURRENCY</type>
        <description>...</description>
        <universalProperty>false</universalProperty>
        <maxFractionalDigits>2</maxFractionalDigits>
        <displayLength>30</displayLength>
    </field>
</platform>

Date Field

String postXml =  "<platform>
    <field>
        <title>FIELD LABEL</title>
        <tableColumn>FIELD_NAME</tableColumn>
        <type>DATE</type>
        <description>...</description>
        <universalProperty>false</universalProperty>
    </field>
</platform>

An additional <display> property can also be specified for custom fields in Custom Objects, with the values:

  • as_entered - Store and display the value as entered.
  • convert - Convert the value between time zones.

For example: 

String postXml =  "<platform>
    <field>
        ...
        <display>as_entered</display>
    </field>
</platform>
Learn more: Date/Time Display Types

DateTime Field

<platform>
    <field>
        <title>FIELD LABEL</title>
        <tableColumn>FIELD_NAME</tableColumn>
        <type>DATETIME</type>
        <description>...</description>
        <universalProperty>false</universalProperty>
    </field>
</platform>

An additional <display> property can also be specified for custom fields in Custom Objects, with the values:

  • as_entered - Store and display the value as entered.
  • convert - Convert the value between time zones.

For example: 

String postXml =  "<platform>
    <field>
        ...
        <display>as_entered</display>
    </field>
</platform>
Learn more: Date/Time Display Types

Dependent Picklist Field

<platform>
<field>
    <title>FIELD LABEL</title>
    <tableColumn>FIELD_NAME</tableColumn>
    <type>DEPENDENT_PICK_LIST</type>
    <description>...</description>
    <parentPicklistId>70ab83f90c7c49f4</parentPicklistId>
    <universalProperty>false</universalProperty>
    <enumerationDetails>
        <showFirstValueAsDefault>false</showFirstValueAsDefault>
        <sortFlag>false</sortFlag>
        <enumerationItems>
            <picklistValue>1</picklistValue>
        </enumerationItems>
        <enumerationItems>
            <picklistValue>2</picklistValue>
        </enumerationItems>
        <enumerationItems>
            <picklistValue>3</picklistValue>
        </enumerationItems>
        <enumerationItems>
            <picklistValue>4</picklistValue>
        </enumerationItems>
        <enumerationItems>
            <picklistValue>5</picklistValue>
        </enumerationItems>
    </enumerationDetails>
    </field>
</platform>

Email Address

<platform>
<field>
    <title>FIELD LABEL</title>
    <tableColumn>FIELD_NAME</tableColumn>
    <type>LEAD_EMAIL</type>
    <description>...</description>
    <isStandard>false</isStandard>
    <universalProperty>true</universalProperty>
    <displayLength>200</displayLength>
    <maxStorageLength>200</maxStorageLength>
    <customFieldVisibility>
        <roleId>1</roleId>
        <attribute>READ_ONLY</attribute>
    </customFieldVisibility>
    <customFieldVisibility>
        <roleId>2</roleId>
        <attribute>HIDDEN</attribute>
    </customFieldVisibility>
    <customFieldVisibility>
        <roleId>3</roleId>
        <attribute>READ_ONLY</attribute>
    </customFieldVisibility>
    <customFieldVisibility>
        <roleId>1714555710</roleId>
        <attribute>READ_ONLY</attribute>
    </customFieldVisibility>
        <extendedFieldMetaData>Extended data</extendedFieldMetaData>
    </field>
</platform>

Email Field

<platform>
    <field>
        <title>FIELD LABEL</title>
        <tableColumn>FIELD_NAME</tableColumn>
        <type>LEAD_EMAIL</type>
        <description>...</description>
        <universalProperty>true</universalProperty>
        <maxStorageLength>50</maxStorageLength>
        <displayLength>30</displayLength>
    </field>
</platform>

File Field

<platform>
    <field>
        <title>FIELD LABEL</title>
        <tableColumn>FIELD_NAME</tableColumn>
        <type>FILE_FIELD</type>
        <description>...</description>
    </field>
</platform>

Formula Field (date)

Returns a date and no destination field. 

<platform>
    <field>
        <title>FIELD LABEL</title>
        <tableColumn>FIELD_NAME</tableColumn>
        <type>FORMULA</type>
        <description>...</description>
        <numberPrecision>0</numberPrecision>
        <universalProperty>false</universalProperty>
        <formula>DATE(2010, 12, 1)</formula>
        <formulaReturnType>DATE</formulaReturnType>
        <formulaDestinationField/>
    </field>
</platform>

An additional <display> property can also be specified for custom fields in Custom Objects, with the values:

  • as_entered - Store and display the value as entered.
  • convert - Convert the value between time zones.

For example: 

String postXml =  "<platform>
    <field>
        ...
        <display>as_entered</display>
    </field>
</platform>
Learn more: Date/Time Display Types

Formula Field (number)

Returns a number and a Destination 

<platform>
    <field>
        <title>FIELD LABEL</title>
        <tableColumn>FIELD_NAME</tableColumn>
        <type>FORMULA</type>
        <description>...</description>
        <numberPrecision>2</numberPrecision>
        <formula>wink_currency + wink_currency</formula>
        <formulaReturnType>NUMBER</formulaReturnType>
        <formulaDestinationField>wink_currency</formulaDestinationField>
        <formula>wink_currency + wink_currency</formula>
    </field>
</platform>

Global Picklist Field

This payload describes an Object field that references a Global Picklist.
To create or modify a Global Picklist, use the REST API:globalPicklist Resource. 

<platform>
    <field>
        <title>FIELD LABEL</title>
        <tableColumn>FIELD_NAME</tableColumn>
        <type>GLOBAL_PICK_LIST</type>
        <description>...</description>
        <universalProperty>false</universalProperty>
        <enumerationDetails>
            <showFirstValueAsDefault>true</showFirstValueAsDefault>
            <sortFlag>false</sortFlag>
        </enumerationDetails>
        <globalPicklistId>dabda8ae68a74718a01286a676d3efdc</globalPicklistId>
    </field>
</platform>

Image File Field

<platform>
    <field>
        <title>FIELD LABEL</title>
        <tableColumn>FIELD_NAME</tableColumn>
        <type>IMAGE_FIELD</type>
        <description>...</description>
        <universalProperty>false</universalProperty>
    </field>
</platform>

Lookup Field

Lookup to a System Object

Add a Lookup to a System Object, with some preset filters: 

<platform>
    <field>
        <title>FIELD LABEL</title>
        <tableColumn>FIELD_NAME</tableColumn>
        <type>LOOKUP</type>
        <description>...</description>
        <universalProperty>false</universalProperty>
        <lookUpObjectId>f5ed02cfbfdd4a4aaf2f2a3673f29741</lookUpObjectId>
        <lookupDisplayType>POPUP</lookupDisplayType>
        <sortBy>date_created</sortBy>
        <sortOrder>asc</sortOrder>
        <lookupPresetFilter>
            <criteria_1_join_operator/>
            <criteria_1_pre_bracket>(</criteria_1_pre_bracket>
            <criteria_1_post_bracket>)</criteria_1_post_bracket>
            <criteria_1_column>auto_number</criteria_1_column>
            <criteria_1_operator>equals</criteria_1_operator>
            <criteria_1_value>11111</criteria_1_value>
            <criteria_2_join_operator>and</criteria_2_join_operator>
            <criteria_2_pre_bracket/>
            <criteria_2_post_bracket>)</criteria_2_post_bracket>
            <criteria_2_column>wink_currency</criteria_2_column>
            <criteria_2_operator>equals</criteria_2_operator>
            <criteria_2_value>1</criteria_2_value>
            <criteria_3_join_operator>and</criteria_3_join_operator>
            <criteria_3_pre_bracket/>
            <criteria_3_post_bracket/>
            <criteria_3_column/>
            <criteria_3_operator>equals</criteria_3_operator>
            <criteria_3_value/>
            <criteria_4_join_operator>and</criteria_4_join_operator>
            <criteria_4_pre_bracket/>
            <criteria_4_post_bracket/>
            <criteria_4_column/>
            <criteria_4_operator>equals</criteria_4_operator>
            <criteria_4_value/>
            <criteria_5_join_operator>and</criteria_5_join_operator>
            <criteria_5_pre_bracket/>
            <criteria_5_post_bracket/>
            <criteria_5_column/>
            <criteria_5_operator>equals</criteria_5_operator>
            <criteria_5_value/>
        </lookupPresetFilter>
        <recordSelectionType>STANDARD_LOOKUP</recordSelectionType>
        <lookupDependentFieldList>
            <fieldId>63a2f09f16a14af999b81858363b34ba</fieldId>
            <baseFieldId>ebc004fdebb64a8888fc07d5a824c63d</baseFieldId>
        </lookupDependentFieldList>
        <lookupDependentFieldList>
            <fieldId>df02eaaab877428093dda87d8d29022d</fieldId>
            <baseFieldId>98e0b1ae0b8143b28cb1356c364e6ad1</baseFieldId>
        </lookupDependentFieldList>
        <postSelectionJS>alert(\"hello\");</postSelectionJS>
        <lookupFields>98e0b1ae0b8143b2,ebc004fd24c63d,...
        </lookupFields>
    </field>
</platform>
Lookup to a Custom Page

Add a Lookup to a Custom Object: 

<platform>
    <field>
        <title>FIELD LABEL</title>
        <tableColumn>FIELD_NAME</tableColumn>
        <type>LOOKUP</type>
        <description>...</description>
        <universalProperty>true</universalProperty>
        <lookUpObjectId>f0772f53f82d41879a50c5392de83c3f</lookUpObjectId>
        <customPageId>e379c6e9dd694441b3f525fc7e0c0beb</customPageId>
        <recordSelectionType>CUSTOM_PAGE</recordSelectionType>
        <lookupFields/>
        <isMasterDetailRelationship>false</isMasterDetailRelationship>
        <lookupDisplayType>DROP_DOWN</lookupDisplayType>  
        <extendedFieldMetaData>Testing</extendedFieldMetaData>
        <lookupAutoCopyFields>    
            <lookupAutoCopyField>
               <srcFieldColumn>       // Source field Info
                   <tableColumn>a_currency</tableColumn>
               </srcFieldColumn>
               <destFieldColumn>      // Destination field info
                   <tableColumn>b_fmcurrency</tableColumn>
               </destFieldColumn>
            </lookupAutoCopyField>
            <lookupAutoCopyField>
              ...
            </lookupAutoCopyField>
              ...
        <lookupAutoCopyFields>
     </field>
</platform>
Field Notes
Field Possible Values Notes
lookupDisplayType
  • POPUP
  • DROP_DOWN
sortBy Internal field name

These tags are used for:

They are not used for other kinds of lookups (hierarchical, view/report, custom page), or for lookups to System Objects shown in a PopUp display.

sortOrder
  • asc
  • desc
tableColumn Internal field name

Notepad.png

Note: Internal field names are those returned by the field resource.

Multi Checkbox

<platform>
<field>
    <title>Wink Multi Check Box</title>
    <type>MULTI_CHECK_BOX</type>
    <tableColumn>wink_multi_check_box</tableColumn>
    <universalProperty>false</universalProperty>
    <enumerationDetails>
        <showFirstValueAsDefault>true</showFirstValueAsDefault>
        <sortFlag>true</sortFlag>
        <enumerationItems>
            <picklistLabel>label1</picklistLabel>
            <picklistValue>value1</picklistValue>
            <textColor>#000000</textColor>
            <textBgColor>#FFFFFF</textBgColor>
        </enumerationItems>
        <enumerationItems>
            <picklistLabel>label2</picklistLabel>
            <picklistValue>value2</picklistValue>
            <textColor>#000000</textColor>
            <textBgColor>#FFFFFF</textBgColor>
        </enumerationItems>
        <enumerationItems>
            <picklistLabel>label3</picklistLabel>
            <picklistValue>value3</picklistValue>
            <textColor>#000000</textColor>
            <textBgColor>#FFFFFF</textBgColor>
        </enumerationItems>
        <enumerationItems>
            <picklistLabel>label4</picklistLabel>
            <picklistValue>value4</picklistValue>
            <textColor>#000000</textColor>
            <textBgColor>#FFFFFF</textBgColor>
        </enumerationItems>
        <enumerationItems>
            <picklistLabel>label5</picklistLabel>
            <picklistValue>value5</picklistValue>
            <textColor>#000000</textColor>
            <textBgColor>#FFFFFF</textBgColor>
        </enumerationItems>
    </enumerationDetails>
    <orientation>HORIZONTAL</orientation>
    <description>...</description>
    <customFieldVisibility>
        <roleId>1</roleId>
        <attribute>READ_ONLY</attribute>
    </customFieldVisibility>
    <customFieldVisibility>
        <roleId>2</roleId>
        <attribute>HIDDEN</attribute>
    </customFieldVisibility>
    <customFieldVisibility>
        <roleId>3</roleId>
        <attribute>READ_ONLY</attribute>
    </customFieldVisibility>
    <customFieldVisibility>
        <roleId>1714555710</roleId>
        <attribute>READ_ONLY</attribute>
    </customFieldVisibility>
    <extendedFieldMetaData>Extended Meta data</extendedFieldMetaData>
</field>
</platform>

Multi Object Lookup

An example that has Post Selection JavaScript for the Multi Object Lookup field.

Notepad.png

Note: Either object name or object ID can be used in the <lookUpObjectId> element to specify a target object. 

<platform>
    <field>
        <title>Wink lookup 1</title>
        <type>MULTI_OBJECT_LOOKUP</type>
        <tableColumn>molf1</tableColumn>
        <universalProperty>false</universalProperty>
        <multiObjectLookUpDetails>
            <includeAllObjects>false</includeAllObjects>
            <lookUpObjectId>ACCOUNT</lookUpObjectId>
            <lookUpObjectId>CONTACT</lookUpObjectId>
        </multiObjectLookUpDetails>
        <recordSelectionType>STANDARD_LOOKUP</recordSelectionType>
        <postSelectionJS>alert(\"this works\");</postSelectionJS>
        <description>...</description>
    </field>
</platform>

An example that uses a custom JSP for the lookup: 

<platform>
    <field>
        <title>Wink lookup 1</title>
        <type>MULTI_OBJECT_LOOKUP</type>
        <tableColumn>molf1</tableColumn>
        <universalProperty>false</universalProperty>
        <multiObjectLookUpDetails>
            <lookUpObjectId>ACCOUNT</lookUpObjectId>
            <lookUpObjectId>CONTACT</lookUpObjectId>
        </multiObjectLookUpDetails>
        <recordSelectionType>CUSTOM_PAGE_STR</recordSelectionType>
        <customPageId>e379c6e9dd694441b3f525fc7e0c0beb</customPageId>
        <description>...</description>
    </field>
</platform>

;Considerations:
:* <tt>includeAllObjects</tt> is true for a multi-object lookup field that can target any object in the platform. When true, the <tt>lookUpObjectId</tt> list contains an entry for every possible object.

Number

<platform>
    <field>
        <title>Wink number field</title>
        <type>NUMBER</type>
        <tableColumn>wink_number</tableColumn>
        <description>...</description>
        <isSignField>false</isSignField>
        <minNumericValue>0</minNumericValue>
        <maxNumericValue>0</maxNumericValue>
    </field>
</platform>

Number with Decimals

<platform>
    <field>
        <title>Wink number field</title>
        <type>DOUBLE</type>
        <tableColumn>test_field_decimal</tableColumn>
        <description>...</description>
        <isSignField>false</isSignField>
        <maxFractionalDigits>2</maxFractionalDigits>
        <displayLength>30</displayLength>
    </field>
</platform>

Picklist

<platform>
<field>
    <title>Wink Picklist</title>
    <type>PICK_LIST</type>
    <tableColumn>wink_picklist</tableColumn>
    <universalProperty>false</universalProperty>
    <enumerationDetails>
        <showFirstValueAsDefault>true</showFirstValueAsDefault>
        <sortFlag>false</sortFlag>
        <enumerationItems>
            <picklistLabel>label1</picklistLabel>
            <picklistValue>value1</picklistValue>
            <itemOrder>1</itemOrder>
            <textColor>#000000</textColor>
            <textBgColor>#FFFFFF</textBgColor>
        </enumerationItems>
        <enumerationItems>
            <picklistLabel>label2</picklistLabel>
            <picklistValue>value2</picklistValue>
            <itemOrder>2</itemOrder>
            <textColor>#000000</textColor>
            <textBgColor>#FFFFFF</textBgColor>
        </enumerationItems>
    </enumerationDetails>
    <customFieldVisibility>
        <roleId>1</roleId>
        <attribute>READ_ONLY</attribute>
    </customFieldVisibility>
    <customFieldVisibility>
        <roleId>2</roleId>
        <attribute>HIDDEN</attribute>
    </customFieldVisibility>
    <customFieldVisibility>
        <roleId>3</roleId>
        <attribute>READ_ONLY</attribute>
    </customFieldVisibility>
    <customFieldVisibility>
        <roleId>1714555710</roleId>
        <attribute>READ_ONLY</attribute>
    </customFieldVisibility>
        <description>...</description>
        <extendedFieldMetaData>Extended Meta data</extendedFieldMetaData>
    </field>
</platform>
Considerations
  • If the sortFlag is true, then itemOrder elements are not needed, as the elements are sorted alphabetically by label.
  • If false, then itemOrder determines the order in which the elements are displayed.
  • If itemOrder is not present, elements are displayed in the order they are defined.

Radio Button

<platform>
<field>
    <title>Wink Radio Button</title>
    <type>RADIO_BUTTON</type>
    <tableColumn>wink_radio_button</tableColumn>
    <universalProperty>true</universalProperty>
    <enumerationDetails>
        <showFirstValueAsDefault>true</showFirstValueAsDefault>
        <sortFlag>true</sortFlag>
        <description>...</description>
        <enumerationItems>
            <picklistLabel>1</picklistLabel>
            <picklistValue>value1</picklistValue>
            <textColor>#000000</textColor>
            <textBgColor>#FFFFFF</textBgColor>
            </enumerationItems>
        <enumerationItems>
            <picklistLabel>2</picklistLabel>
            <picklistValue>value2</picklistValue>
            <textColor>#000000</textColor>
            <textBgColor>#FFFFFF</textBgColor>
        </enumerationItems>
        <enumerationItems>
            <picklistLabel>3</picklistLabel>
            <picklistValue>value3</picklistValue>
            <textColor>#000000</textColor>
            <textBgColor>#FFFFFF</textBgColor>
            </enumerationItems>
        <enumerationItems>
            <picklistLabel>4</picklistLabel>
            <picklistValue>value4</picklistValue>
            <textColor>#000000</textColor>
            <textBgColor>#FFFFFF</textBgColor>
        </enumerationItems>
    </enumerationDetails>
    <orientation>VERTICAL</orientation>
    <customFieldVisibility>
        <roleId>1</roleId>
        <attribute>READ_ONLY</attribute>
    </customFieldVisibility>
    <customFieldVisibility>
        <roleId>2</roleId>
        <attribute>HIDDEN</attribute>
    </customFieldVisibility>
    <customFieldVisibility>
        <roleId>3</roleId>
        <attribute>READ_ONLY</attribute>
    </customFieldVisibility>
    <customFieldVisibility>
        <roleId>1714555710</roleId>
        <attribute>READ_ONLY</attribute>
    </customFieldVisibility>
    <description>...</description>
    <extendedFieldMetaData>extended data</extendedFieldMetaData>
</field>

</platform>

Rich Text Area

<platform>
<field>
        <title>Wink Rich Text Area</title>
        <type>RICHTEXT_AREA</type>
        <tableColumn>wink_rich_text_area</tableColumn>
        <universalProperty>true</universalProperty>
        <description>...</description>
        <width>600</width>
        <customFieldVisibility>
        <roleId>1</roleId>
        <attribute>READ_ONLY</attribute>
    </customFieldVisibility>
    <customFieldVisibility>
        <roleId>2</roleId>
        <attribute>READ_ONLY</attribute>
    </customFieldVisibility>
    <customFieldVisibility>
        <roleId>3</roleId>
        <attribute>HIDDEN</attribute>
    </customFieldVisibility>
        <extendedFieldMetaData>Rich Text Area</extendedFieldMetaData>
    </field>
</platform>

Text Area

<platform>
<field>
    <title>Wink Text Area</title>
    <type>TEXT_AREA</type>
    <tableColumn>wink_text_area</tableColumn>
    <universalProperty>true</universalProperty>
    <description>...</description>
    <width>100</width>
    <height>100</height>
    <customFieldVisibility>
        <roleId>1</roleId>
        <attribute>READ_ONLY</attribute>
    </customFieldVisibility>
    <customFieldVisibility>
        <roleId>2</roleId>
        <attribute>READ_ONLY</attribute>
    </customFieldVisibility>
    <customFieldVisibility>
        <roleId>3</roleId>
        <attribute>HIDDEN</attribute>
    </customFieldVisibility>
    <extendedFieldMetaData>Text Area</extendedFieldMetaData>
</field>
</platform>

Text Field

<platform>
    <field>
        <title>Wink Text Field</title>
        <type>TEXT_FIELD</type>
        <tableColumn>winkTextField</tableColumn>
        <universalProperty>false</universalProperty>
        <displayLength>30</displayLength>
        <description>...</description>
        <maxStorageLength>50</maxStorageLength>
        <customFieldVisibilityList>
            <roleId>1215761260</roleId>
            <attribute>READ_ONLY</attribute>
        </customFieldVisibilityList>
        <customFieldVisibilityList>
            <roleId>1</roleId>
            <attribute>READ_ONLY</attribute>
        </customFieldVisibilityList>
        <customFieldVisibilityList>
            <roleId>2</roleId>
            <attribute>READ_ONLY</attribute>
        </customFieldVisibilityList>
        <customFieldVisibilityList>
            <roleId>3</roleId>
            <attribute>READ_ONLY</attribute>
        </customFieldVisibilityList>
    </field>
</platform>
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