Hi I'm am trying to get the list of issues from a JIRA server using the SOAP API provided by JIRA.
I'm trying to filter the issues based on a custom field (and latter I will want to set that custom field).
If I get the list of issue it returns the custom fields for those issues along with them (I get customfieldId, key, values for each custom field) and I can get the custom field with getCustomFields methods provided by the API (to look for the ID of the field with a given name).
The issue I have is that if I login with an account that is not an admin (using the API) I can't call the getCustomFields method (it throws an exception saying I have to be an admin to do that).
My question is: Is there any other way to know which is the ID of the custom field I desire that can be done using a normal user account?
Also if you know how to set a custom field for an issue, it would also be very helpful :) (I would also like to be able to do it with a regular user account).
You have to be an admin to get a list of custom fields. Any 'normal' account can act on the custom fields via the API provided the user knows the customfield ID.
You can set the value of a custom field too, even with a 'normal' account. Again, the user needs the appropriate permissions to do this. Example provided here.
More here and here.
You can also use getFieldsForEdit(token, issueKey), which will return RemoteField[] for all fields available for edit on that issue (even if it has not yet been defined on the issue). It does not require admin permissions, but because it has the word "Edit" in the method, it does require that you have permission to edit the issue (which means, e.g., if the issue is status=Closed, it will raise an exception unless you allow editing closed issues. Unfortunately, I have yet to find a way to retrieve the RemoteField[] list (in order to map id to name), so getCustomFields() and getFieldsForEdit() appear to be the only options.
Have you tried getting a list of issues from the project, picking one, zeroing out the data, and using that as a template? That might work.
SOAP is being deprecated in favor of the REST API, which also has a better method to get this information
Related
Currently creating an automation using zapier which should change the lead owner in salesforce when the event takes place. It successfully reaches salesforce but does not actually change the "lead owner" but it is instead reflected in the lead history section. There is no clear salesforce workflow or rule in place which should prevent this automation from occurring.
When the automation executes as you can see above, the lead owner successfully changes in the lead history but it does not actually change the lead owner of the actual lead so we are manually having to go back and change this.
Has anybody else faced similar issues when working with the salesforce API when changing the lead owner and if so what was the solution?
Check Lead assignment rules. It's separate area in Setup, different from workflows, flows, process builder and triggers.
You probably have an active rule that runs on update, not only on insert. Your API call works OK, changes the OwnerId field but then the assignment rule overwrites that. That's why you see it as 2 entries in history.
You can also confirm what's going on byenabling debug logging on the integration user and check if it captures anything.
Optionally you could also suppress the assignment rule during the update. This is... questionable. I mean talk with your SF admin first, if you suppress the rule then you moved bit of logic out of salesforce. 2 months later nobody will remember why something doesn't fire, it's cleaner to just modify the rule to skip these records.
If Zapier uses SF REST API there's a HTTP header it should send, Sforce-Auto-Assign: FALSE. If it uses SOAP API - similar thing will have to be set in the SOAP message's header, check the WSDL for exact syntax?
We solved this, just broke down the issue and resolved by doing the following (This was beyond the standard salesforce scope of support as we use custom prefill URL's for anybody wondering):
Create a new hidden field called something such as 'tmp_owner'
Assign the new lead owner ID to a new text field called 'tmp_owner' which is hidden on
the lead field to other salesforce org users
Added a salesforce workflow rule when this 'tmp_owner' is populated replace the 'lead owner' field with the data.
I've been using Netlify for storing 100% of my app (both frontend and backend) for the last three months. So far, so good.
The only problem now is that I need to store a custom property for each user (say, the phone number), and apparently Netlify Identity doesn't support this (only email, name and roles https://www.netlify.com/docs/identity/).
I don't want to change the whole app to migrate to another hosting provider just for this detail (actually, I can't, it's for a client and I just don't have time), because it works great, but at the same time I need it.
Can you think of any workaround to this? The less "hackish", the better, but I understand that I'm going beyond the intended use of Netlify Identity.
So it actually does look like Netlify's GoTrue API has a specific endpoint for updating custom user data. After a user is created, you can update metadata by including it as "data" within an authenticated PUT request to /user.
PUT /user
{
"data" {
"custom_key": "value",
}
}
See https://github.com/netlify/gotrue for more info.
There are dozens of ways to do this, so I'll talk about two generally applicable ways now:
the most "generally capable" one is probably using lambda functions: https://www.netlify.com/docs/functions . This lets you run dynamic code, such as "store to database hosted elsewhere" or "email to our office manager to update a spreadsheet" or even "commit to our closed git repo so it's available in-code" (last one is probably a worst practice, but is possible). You can similarly use a function to read that data back out without exposing API tokens (code example: https://github.com/netlify/code-examples/tree/master/function_examples/token-hider)
you could have the data gathered via a form submission (https://www.netlify.com/docs/form-handling). I'd probably use zapier.com to receive a notification of the form submission (https://www.netlify.com/docs/form-handling/#notifications). Zapier can of course connect to just about anything on the planet :) . Getting the data back out if you want to show it in your UI is a bit more of a challenge, but you could use the above mentioned functions if you need to connect to some private data store to pull it out. Or for an MVP, just not show it, only let people enter/update it ;)
How can one set the allowed values for a Rally attribute (e.g. "Package") using Rally's web services API (2.0)?
I know how to retrieve the allowed values, and the WSAPI documentation says one should be able to POST new ones, or PUT to existing ones to rename them. But in actuality, POSTing new ones returns an error saying that POST isn't supported, and PUTting to existing ones isn't possible because they don't have _refs to PUT to.
Clearly there must be some way to do this — after all, the GUI can do it — but I haven't managed to figure it out. Anyone have the answer?
Ah, the package field... 'Twas a simpler time when this field was created. Unfortunately it is implemented differently than almost all other dropdowns in Rally and as such is not able to be updated via WSAPI as you have found. Other field allowed values (including custom fields) have _refs and operate as you expect above.
I have been able so far to create a new civi Mailing object and populate it, but confusingly I can't see a parameter in that to specify the mail destination group.
For context, I am dealing with Civi using pure REST api from a remote server. I have a solution to getting a custom template onto the server; the new problem is setting a schedule and delivery group, and initiating the send. I am using the python-civicrm library from github as the intermediary on the client.
I presume send happens as a result of setting the schedule -- i.e. I don't need an API call to say 'send mailing'? Is setting 'sheduled date' == 'now' safe or should I set a date of 'now + 1min' or similar?
So that leaves setting the delivery group. We already have groups defined in the DB, and I want to specify the group by name (and preferably be able to verify in advance that a group name is a valid destination, perhaps by doing a group name -> id lookup).
I think there might be a parameter to Mailing create 'groups' which can have keys 'include' and 'exclude'; at least, that's what the web form seems to do. However it's not mentioned in the REST api implementation.
Can anyone offer pointers?
I think you will find all you need in the following link :
Example of api call that is using the group include/exclude : https://gist.github.com/xurizaemon/6775471
Discussion about implementing mailing as an api - http://forum.civicrm.org/index.php?topic=24075.0
Otherwise, if it doesn't work, i suggest that you :
help adding this api in the CiviCRM Core - you could have some help on this on irc #civicrm (and have a look at https://issues.civicrm.org/jira/browse/CRM-11023)
OR create an extension with the api you need. It will be automatically available for REST. If you haven't created an extension yet, i suggest you go to the page http://wiki.civicrm.org/confluence/display/CRMDOC/Create+a+Module+Extension. It's quite straightforward with civix installed.
The table you need to check in the database is civicrm_mailing_group
To confirm, the problem was that (a) I needed to use groups[include]=array(ids) as mentioned by samuelsov, but also (b) I needed to use the json={...} form of request through REST, because the HTTP params syntax doesn't support nested data.
While retrieving basic data using the SalesForce REST API, I encountered the following errors. They seem to follow the pattern of; me asking for non-existent fields.
[{"message":"\nSELECT AnnualRevenue,CreatedDate,Id,LastActivityDate\n ^\nERROR at Row:1:Column:8\nNo such column 'AnnualRevenue' on entity 'Account'. If you are attempting to use a custom field, be sure to append the '__c' after the custom field name. Please reference your WSDL or the describe call for the appropriate names.","errorCode":"INVALID_FIELD"}]
[{"message":"\nSELECT AnnualRevenue,CreatedDate,ConvertedAccountId\n ^\nERROR at Row:1:Column:8\nNo such column 'AnnualRevenue' on entity 'Lead'. If you are attempting to use a custom field, be sure to append the '__c' after the custom field name. Please reference your WSDL or the describe call for the appropriate names.","errorCode":"INVALID_FIELD"}]
[{"message":"\nAccountId,Amount,CloseDate,CreatedDate,ExpectedRevenue,ForecastCategoryName\n ^\nERROR at Row:1:Column:47\nNo such column 'ExpectedRevenue' on entity 'Opportunity'. If you are attempting to use a custom field, be sure to append the '__c' after the custom field name. Please reference your WSDL or the describe call for the appropriate names.","errorCode":"INVALID_FIELD"}]
But the fields obviously exist, I can see them in the my Dev account. Is it possible that, these fields do not exist for certain types of SalesForce Accounts (Professional, Dev, Ultimate, Enterprise etc)?
To get the application working I removed the fields from the SOQL, and instead used different fields, but not all had replacements. Anyhow... any insight is appreciated.
Thanks
I'm not super familiar with the REST API, but this sounds like a privileges issue to me. Are you sure that the account you are using can see these fields? Check Field Level Security. I'm pretty sure that Expected Revenue, for example, is invisible by default.
These fields should exist for all versions of Salesforce.