We launched the new version of our API in October 2022. This guide will assist you in migrating from API v2 to API v3, while also helping you stay up to date with any updates and fixes made over time to API v3. This version is linked to Akuiteo version 5.0.
1. What’s new
The v3 API is using the Open API 3.1.0 unified API framework as the standard to develop REST APIs.
You can benefit from:
-
A more responsive and faster API
-
An interactive documentation with examples for all endpoints
2. API Users
All API users who are currently using the API v2 or any legacy version should migrate to this latest API version prior to upgrade to a 5.0 or upper version of Akuiteo and ensure that applications or integrations are not affected.
This means that the API v2 libraries will no longer be maintained or extended in the future. Any user must instead make use of their upgraded versions which encapsulate all the extended functionalities API v3 now offers.
3. Migration guide
Migrating from v2 to v3 requires that you update your endpoint URLs to call the new v3 and that you update your applications to support the resource or field changes implemented in v3.
3.1. Update your API calls to use v3 endpoints
To make calls to v3, update your requests to use the new v3 endpoints.
For example, to call the method to validate timesheets of a manager’s employees with v2, you would use :
GET |
/workforce/managers/{manager_id}/employees/timerecording-terminations |
For v3, update the URL as following:
GET |
/workforce/managers/{manager_id}/employees/timesheet-entries/completions |
To learn more about v3 services and endpoints, see the Akuiteo API v5.0 reference documentation.
3.2. Update your API resources and fields to use v3 ones
To make calls to v3, update any of the resource name or field changes implemented in v3.
For example, the TimeRecordingTermination resource has been replaced by TimesheetEntryCompletion in the APIs. For v2, you would use:
{
"TimeRecordingTermination": {
"id": 2341501,
"employee": {},
"employeeId": 123456789,
"year": 2021.0,
"terminationType" :"WEEK"
}
}
For v3, update the resource name as following:
{
"TimesheetEntryCompletion": {
"id": 2341501,
"employee": {},
"employeeId": 123456789,
"year": 2021.0,
"completionType" :"WEEK"
}
}
3.3. Important changes
3.3.1. Method POST and PUT
From the getting started guide :
-
POST: Updates the targeted resource or all the items in a collection. This method is also used for functional operations and for Akuiteo-specific APIs.
-
PUT: Creates a resource.
In v2, an API error was made and corrected in v3.
For example, in the update API /documents/{document_id}
in Document managed domain, verbs should be replaced from
PUT |
/documentmanagement/documents/{document_id} |
to
PUT |
/documentmanagement/documents/{document_id} |
3.3.2. Custom Fields renamed as Custom Data
"Custom field" is a wrong term, we will use "custom data" instead.
In all read or search APIs (/read or /search) using the custom data recovery option, you must use CUSTOM_DATA instead of CUSTOM_FIELDS.
For example, in the CRM/Customer/Search API, the body content must be replaced from
POST /crm/customers/search
{
"code" : {
"operator": "IS",
"value": "C999"
},
"readOption": {
"options" :["ADDRESS","CATEGORY","CUSTOM_FIELDS"]
}
}
to
POST /crm/customers/search
{
"code" : {
"operator": "IS",
"value": "C393"
},
"readOption": {
"options" :["ADDRESS","CATEGORY","CUSTOM_DATA"]
}
}
4. List of changes
We have created a mapping of v2 terms and their equivalent in the API v3 to ease your migration process.
-
URL
-
Resources names
-
Resources fields
The tables list terms changes from v2 to v3 in full. Any unlisted terms are unchanged.
To learn more about all the v3 available services and functions, see the Akuiteo API v5.0 reference documentation..
4.1. Commons
4.1.1. Updated resource names
Version 2 | Version 3 |
---|---|
BusinessDocument |
ManagementObject |
BusinessDocumentCriteria |
ManagementObjectCriteria |
BusinessDocumentLine |
ManagementObjectLine |
BusinessDocumentSalesLine |
ManagementObjectSalesLine |
BusinessDocumentType |
ManagementObjectType |
TimeRecording |
TimesheetEntry |
TimeRecordingBase |
TimesheetEntryBase |
TimeRecordingCompletion |
TimesheetEntryCompletion |
TimeRecordingCompletionCriteria |
TimesheetEntryCompletionCriteria |
TimeRecordingCriteria |
TimesheetEntryCriteria |
TimeRecordingReadOption |
TimesheetEntryReadOption |
TimeRecordingRules |
TimesheetEntryRules |
4.1.2. Updated resource fields
Resource | Version 2 | Version 3 |
---|---|---|
ApplicationFeature |
TIMERECORDING_TERMINATION_CANCEL |
TIMESHEET_ENTRY_COMPLETION_CANCEL |
AssignmentReferential |
projectGroupCode |
projectGroup |
BatchUpdateCustomDataParamHolder |
customFields |
customData |
BatchUpdateCustomFieldParamHolder |
BatchUpdateCustomFieldParamHolder |
BatchUpdateCustomDataParamHolder |
CalendarEvent |
place |
location |
Contract |
terminationDate |
completionDate |
CustomDataParam |
CustomFieldPattern |
CustomDataPattern |
CustomField |
CustomField |
CustomData |
CustomFieldParam |
CustomFieldParam |
CustomDataParam |
CustomFieldType |
CustomFieldType |
CustomDataType |
CustomRequestLine |
businessDocumentId |
managementObjectId |
Division |
serviceId |
groupId |
Document |
createdBy |
changeTracking.createdBy |
Document |
createdById |
changeTracking.createdById |
Document |
creationDate |
changeTracking.creationDate |
Document |
sysName |
fileName |
DutiableLine |
businessDocumentId |
managementObjectId |
Expense |
businessDocumentId |
managementObjectId |
ForcedVatAmountHolder |
businessDocumentLineId |
managementObjectLineId |
InvoiceLine |
businessDocumentId |
managementObjectId |
ItemLine |
businessDocumentId |
managementObjectId |
ItemLine |
discount |
discount.amount |
ManagementObjectLine |
businessDocumentId |
managementObjectId |
ManagementObjectSalesLine |
businessDocumentId |
managementObjectId |
MobActiviteParDefaut |
place |
location |
ProjectLeaveType |
NO_TIMERECORDING |
NO_TIMESHEETS |
PurchaseInvoiceLine |
businessDocumentId |
managementObjectId |
PurchaseOrderLine |
businessDocumentId |
managementObjectId |
QuickEntryTime |
place |
location |
QuotationLine |
businessDocumentId |
managementObjectId |
QuoteLine |
businessDocumentId |
managementObjectId |
ReceptionLine |
businessDocumentId |
managementObjectId |
SalesOrderLine |
businessDocumentId |
managementObjectId |
Schedule |
place |
location |
ScheduleBase |
place |
location |
ScheduleFluent |
place |
location |
SubCategoryItem |
subType |
subCategoryType |
TimesheetEntry |
place |
location |
TimesheetEntryBase |
place |
location |
UserBase |
firstname |
firstName |
PeopleLink |
defaultLink |
defaultLink: this field can be updated; it will be set to false if omitted or if its value is null. Only one link is possible by default. |
PeopleLink |
id |
id: this field is mandatory and must match the ID in the URL as well as exist in the database. |
PeopleLink |
linkSourceId |
linkSourceId: this field is mandatory and can be updated with an existing ID in the database. |
PeopleLink |
linkTargetId |
linkTargetId: this field is mandatory and can be updated with an existing ID in the database. |
PeopleLink |
linkType |
linkType: this field is mandatory and can be updated with an existing type. |
PeopleLink |
sourceThirdPartyType |
sourceThirdPartyType: if this field is omitted, the API will use the url type by default. |
PeopleLink |
sourceThirdPartyId |
sourceThirdPartyId: if this field is omitted, the API will use the url type by default. |
PeopleLink |
targetThirdPartyId |
targetThirdPartyId: this field is mandatory and can be updated with an existing ID in the database. |
PeopleLink |
targetThirdPartyType |
targetThirdPartyType: this field is mandatory and can be updated with an existing type. |
4.1.3. Removed resource fields
Resource | Version 2 | CategoryType |
---|---|---|
RETAILER |
companyCode |
|
companyCode |
||
nature |
VATAreaId |
4.2. Accounting
4.2.1. Updated URLs
Version 2 | Version 3 |
---|---|
|
|
4.3. Admin
4.3.1. Updated URLs
Version 2 | Version 3 |
---|---|
|
|
4.4. Approval process
4.4.1. Updated resource fields
Resource | Version 2 | Version 3 |
---|---|---|
viewCustomFields |
viewCustomData |
|
customFields |
customData |
|
CUSTOM_FIELDS |
CUSTOM_DATA |
4.5. CRM
4.5.1. Updated URLs
Version 2 | Version 3 |
---|---|
|
|
|
|
|
|
|
|
4.5.2. Updated resource names
Version 2 | Version 3 |
---|---|
Profession |
commons/Profession |
4.5.3. Updated resource fields
Resource | Version 2 | Version 3 |
---|---|---|
endCustomField |
endCustomData |
|
nbColsCustomField |
nbColsCustomData |
|
startCustomField |
startCustomData |
|
address |
address: this field cannot be set to null or omitted when creating a customer site , as it must at least include the mandatory 'country' field. When updating a customer site , it must contain at least the 'id' field if 'addressId' is set to null. |
|
addressId |
addressId: this field is deprecated. When updating a customer , it must be set to an existing ID in the database if 'address' is set to null. |
|
code |
code: this field will be cleared if omitted or if its value is null. |
|
comment |
comment: this field will be cleared if omitted or if its value is null. |
|
customFields |
customData |
|
disappeared |
disappeared: this field can be updated; it will be set to false if omitted or if its value is null. |
|
disappearedOn |
disappearedOn: this field can be updated; it will be cleared if omitted or if its value is null |
|
email: this field will be cleared if omitted or if its value is null. |
||
email2 |
email2: this field will be cleared if omitted or if its value is null. |
|
mobilePhone |
mobilePhone: this field will be cleared if omitted or if its value is null. |
|
name |
name: this field is mandatory. |
|
phone |
phone: this field will be cleared if omitted or if its value is null. |
|
title |
title : If this field is omitted or null, it will automatically be set to the value 'M'. |
|
customFields |
customData |
|
CUSTOM_FIELDS |
CUSTOM_DATA |
|
APE |
APE: this field can be updated with an existing APE code; it will be cleared if omitted or if its value is null. |
|
accountManagerId |
accountManagerId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
accountingParameters |
accountingParameters |
|
accountingPeriod |
accountingPeriod: this field can be updated; it will be cleared if omitted or if its value is null. |
|
address |
address: this field cannot be set to null or omitted when creating a customer , as it must at least include the mandatory 'country' field. When updating a customer , it must contain at least the 'id' field if 'addressId' is set to null. |
|
addressId |
addressId: this field is deprecated. When updating a customer , it must be set to an existing ID in the database if 'address' is set to null. |
|
categoryId |
categoryId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
closure |
closure: this field cannot be updated using the customer creation or update API. |
|
code |
code: this field will be cleared if omitted or if its value is null. |
|
customFields |
customData |
|
SIREN |
SIREN: this field can be updated; it will be cleared if omitted or if its value is null. |
|
SIRET |
SIRET: this field can be updated; it will be cleared if omitted or if its value is null. |
|
email: this field is read-only and provides current data without allowing modifications. |
||
entityId |
entityId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
equity |
equity: this field can be updated; it will be cleared if omitted or if its value is null. |
|
exclusionCodes |
exclusionCodes: this field can be updated; it will be cleared if omitted or if its value is null. |
|
firstPricingMethodId |
firstPricingMethodId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
headcount |
headcount: this field can be updated; it will be cleared if omitted or if its value is null. |
|
indicators |
indicators: this field can be updated; it will be cleared if omitted or if its value is null. |
|
keywords |
keywords: this field can be updated; it will be cleared if omitted or if its value is null. |
|
languageCode |
languageCode: this field can be updated; it will be cleared if omitted or if its value is null. |
|
lastTracking |
lastTracking: this field will be cleared if omitted or if its value is null. |
|
legalForm |
legalForm: this field can be updated; it will be cleared if omitted or if its value is null. |
|
legalName |
legalName: if this field is omitted or null, it will automatically be set to the value of the 'name' field. |
|
legalName2 |
legalName2: this field can be updated; it will be cleared if omitted or if its value is null. |
|
level1grouping |
level1grouping: this field will be cleared if omitted or if its value is null. |
|
level2grouping |
level2grouping: this field will be cleared if omitted or if its value is null. |
|
methodOfPayment |
methodOfPayment: this field can be updated; it will be cleared if omitted or if its value is null. |
|
open |
open: this field can be updated; it will be cleared if omitted or if its value is null. |
|
phone |
phone: this field is read-only and provides current data without allowing modifications. |
|
professionId |
professionId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
professionalCategoryId |
professionalCategoryId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
revenue |
revenue: this field can be updated; it will be cleared if omitted or if its value is null. |
|
secondPricingMethodId |
secondPricingMethodId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
sectorId |
sectorId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
serviceProviderProject |
serviceProviderProject: this field will be cleared if omitted or if its value is null. |
|
statusId |
statusId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
subCategoryId |
subCategoryId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
thirdPartyLinkTypeId |
thirdPartyLinkTypeId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
type |
type: this field is mandatory. |
|
unit |
unit: this field can be updated; it will be cleared if omitted or if its value is null. |
|
customFields |
customData |
|
customFields |
customData |
|
categoryId |
categoryId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
completion |
completion: If this field is omitted or null, it will automatically be set to the value 'NOT_STARDTED'. |
|
ownerId |
ownerId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
replyId |
replyId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
type |
type: this field is mandatory |
|
subject |
subject: this field is mandatory |
|
customFields |
customData |
|
CUSTOM_FIELDS |
CUSTOM_DATA |
|
customFields |
customData |
|
opportunityId |
id |
|
city |
This field is deprecated, use address instead |
|
country |
This field is deprecated, use address instead |
|
postalCode |
This field is deprecated, use address instead |
|
- |
address: New field, use “ADDRESS” in OpportunityReadOption to get the details of this field. Remark : This property is read-only and provides current data without allowing modifications. |
|
- |
addressId: New field. Remark : This property is read-only and provides current data without allowing modifications. |
|
activityId |
activityId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
archiveComment |
archiveComment: this field can be updated; it will be set to false if omitted or if its value is null. |
|
code |
code: this field is mandatory. |
|
customerId |
customerId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
customerLocationId |
customerLocationId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
departmentId |
departmentId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
description |
description: this field can be updated; it will be set to false if omitted or if its value is null. |
|
endCustomerId |
endCustomerId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
entityId |
entityId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
financialManagerId |
financialManagerId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
title |
title: this field can be updated; it will be set to false if omitted or if its value is null. |
|
lossDate |
lossDate: this field can be updated; it will be set to false if omitted or if its value is null. |
|
mainContactId |
mainContactId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
openingDate |
openingDate: this field is mandatory. |
|
origin |
origin: this field can be updated; it will be set to false if omitted or if its value is null. |
|
pipeId |
pipeId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
probabilityLevel |
probabilityLevel: this field can be updated; it will be set to false if omitted or if its value is null. |
|
productionManagerId |
productionManagerId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
projectCategoryId |
projectCategoryId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
projectManagerId |
projectManagerId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
projectSubCategoryId |
projectSubCategoryId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
projectSubCategoryLevel2Id |
projectSubCategoryLevel2Id: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
salesManagerId |
salesManagerId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
stageDate |
stageDate: this field can be updated; it will be set to false if omitted or if its value is null. |
|
yearId |
yearId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
creationDate |
changeTracking createdTime |
|
customFields |
customData |
|
CUSTOM_FIELDS |
CUSTOM_DATA |
|
CUSTOM_FIELDS |
CUSTOM_DATA |
|
stages List of SiteRelatedInformation |
stages List of Stage |
|
STAGE |
STAGES |
|
fullName2 |
fullName2: this field will be cleared if omitted or if its value is null. |
|
managerId |
managerId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
siteCode |
siteCode: this field is deprecated, use code instead. |
|
main |
main: to update this field , use the specific api Set this site as main site of the customer |
4.5.4. Removed resource fields
Resource | Version 2 | Contact |
---|---|---|
function |
function |
4.6. Document management
4.6.1. Updated URLs
Version 2 | Version 3 |
---|---|
|
|
4.6.2. Deleted URLs
Version 2 | Use instead |
---|---|
|
|
4.6.3. Updated resource fields
Resource | Version 2 | Version 3 |
---|---|---|
archived |
archived: to update this field, use Archive or unarchive document |
|
classification |
classification: to update this field, use Classify a document |
|
externalDMSUuid |
externalDMSUuid: this field can be updated; it will be set to false if omitted or if its value is null |
|
id |
id : this field must be consistent with the ID in the URL of the update API. |
|
locked |
locked: to update this field, use Lock and unlock document |
|
original |
original: to update this field, use only the specific API: Set a document record sheet as original or Set a document record sheet as not original |
|
publicationDate |
publicationDate: this field cannot be updated. |
|
publishedById |
publishedById: this field cannot be updated. |
|
subClassification |
subClassification: to update this field, use Classify a document |
|
fileUrl |
fileUrl: this field cannot be updated once it has been created. |
4.7. Mobile
4.7.1. Updated URLs
Version 2 | Version 3 |
---|---|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
4.7.2. Updated resource names
Version 2 | Version 3 |
---|---|
MobEventPlace |
|
MobTimeRecording |
|
MobTimeRecordingRules |
|
MobTimeRecordingTermination |
4.7.3. Updated resource fields
Resource | Version 2 | Version 3 |
---|---|---|
calendarEventState |
state |
|
timeRecordings |
timesheetEntries |
|
terminationType |
completionType |
|
timeRecordingRules |
timesheetEntryRules |
|
terminationDate |
completionDate |
|
terminationType |
completionType |
|
terminationType |
completionType |
|
datCre |
datCre: this field is read-only and provides current data without allowing modifications. |
|
date |
date: this field is mandatory. |
|
duration |
duration: this field is mandatory, it cannot |
|
onlineMeeting |
onlineMeeting: this field can be updated; it will be set to false if omitted or if its value is null. |
|
siteId |
siteId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
taskId |
taskId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
datCre |
datCre: this field is read-only and provides current data without allowing modifications. |
|
taskId |
taskId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
ident |
ident: this field must to set with an existing ID in the database and consistent with the one in the url |
4.8. Project management
4.8.1. Updated URLs
Version 2 | Version 3 |
---|---|
|
|
|
|
4.8.2. Updated resource fields
Resource | Version 2 | Version 3 |
---|---|---|
checkEmployeeCompagny |
checkEmployeeCompany |
|
checkTimerecordings |
checkTimesheet |
|
customFields |
customData |
|
customerId |
customerId: this field is mantadatory and can be updated with an existing ID in the database. |
|
customerType |
customerType: If this field is omitted or null, it will automatically be set to the value 'SINGLE_CUSTOMER'. |
|
endCustomerId |
endCustomerId: this field is mandatory and can be updated with an existing ID in the database. If omitted or null, it will automatically be set to the value of 'customerId'. |
|
isPilot |
isPilot: this field can be updated; it will be set to false if omitted or if its value is null. |
|
isServiceProvider |
isServiceProvider: this field can be updated; it will be set to false if omitted or if its value is null. |
|
productionEnd |
productionEnd: this field can be updated; it will be set to false if omitted or if its value is null |
|
productionStart |
productionStart: this field can be updated; it will be set to false if omitted or if its value is null |
|
projectStateId |
projectStateId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
CUSTOM_FIELDS |
CUSTOM_DATA |
|
endDate |
endDate: this field is mandatory |
|
phaseId |
phaseId: this field is mandatory and must be set to the ID of an existing phase in the database, consistent with the project task. |
|
id |
id : this field must be consistent with the ID in the URL of the update API. |
|
projectId |
projectId: this field is mandatory and must be set to the ID of an existing project in the database, consistent with the project task. |
|
projectTaskTypeId |
projectTaskTypeId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
riskLevelId |
riskLevelId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
soldItemId |
soldItemId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
standardWeekId |
standardWeekId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
subPhaseId |
subPhaseId: this field is mandatory and must be set to the ID of an existing sub phase in the database, consistent with the project task. |
|
actualEnd |
actualEnd: this field can be updated; it will be set to false if omitted or if its value is null |
|
actualStart |
actualStart: this field can be updated; it will be set to false if omitted or if its value is null |
|
code |
code: this field cannot be updated once it has been created. |
|
customerContact |
customerContact: this field can be updated; it will be set to false if omitted or if its value is null. |
|
customerHostSiteId |
customerHostSiteId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
expectedEnd |
expectedEnd: this field can be updated; it will be set to false if omitted or if its value is null |
|
expectedStart |
expectedStart: this field can be updated; it will be set to false if omitted or if its value is null |
|
name |
name: this field is mandatory |
|
projectId |
projectId: this field is mandatory and must be set to the ID of an existing project in the database, consistent with the phase. |
|
stateId |
stateId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
actualEnd |
actualEnd: this field must have a value consistent with the phase dates and greater than 'actualStart'. |
|
actualStart |
actualStart: this field must have a value consistent with the phase dates. |
|
closure |
closure: to update this field , use the specific api: Close a sub-phase of a project |
|
code |
code: this field cannot be changed once it has been created. |
|
expectedEnd |
expectedEnd: this field can be updated; it will be set to false if omitted or if its value is null. |
|
expectedStart |
expectedStart: this field can be updated; it will be set to false if omitted or if its value is null. |
|
managerId |
managerId: this field is mandatory and must be set to the ID of an existing project in the database, consistent with the phase. |
|
name |
name: this field is mandatory |
|
phaseId |
phaseId: this field is mandatory and must be set to the ID of an existing phase in the database, consistent with the sub phase. |
|
projectId |
phaseId: this field is mandatory and must be set to the ID of an existing phase in the database, consistent with the sub phase. |
|
stateId |
stateId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
4.9. Purchase
4.9.1. Updated resource names
Version 2 | Version 3 |
---|---|
PurchaseBusinessDocument |
|
PurchaseBusinessDocumentCriteria |
4.9.2. Updated resource fields
Resource | Version 2 | Version 3 |
---|---|---|
readOptions |
readOption |
|
readOptions |
readOption |
|
readOptions |
readOption |
|
readOptions |
readOption |
|
readOptions |
readOption |
|
readOptions |
readOption |
|
phone |
Address/phone |
|
Address/email |
||
entityCode |
entityId |
|
accountingPeriod |
accountingPeriod: this field cannot contain more than 2 characters. |
|
address |
address: this field cannot be set to null or omitted; it must at least include the mandatory 'country' field. |
|
addressId |
addressId: this field is deprecated |
|
ape |
ape: this field can be updated with an existing APE code; it will be cleared if omitted or if its value is null. |
|
categoryId |
categoryId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
code |
code: this field cannot be modified in the Supplier update API. |
|
entityId |
entityId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
id |
id: this field is mandatory and must match the ID in the URL as well as exist in the database. |
|
legalName |
legalName: if this field is omitted or null, it will automatically be set to the value of the 'name' field. |
|
professionId |
professionId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
subCategoryId |
subCategoryId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
phone |
Address/phone |
|
Address/email |
||
address |
address: this field cannot be set to null or omitted when creating a supplier site, as it must at least include the mandatory 'country' field. When updating a supplier site, it must contain at least the 'id' field if 'addressId' is set to null. |
|
addressId |
addressId: this field is deprecated. When updating a supplier site, it must be set to an existing ID in the database if 'address' is set to null. |
|
id |
id : this field must be consistent with the ID in the URL of the update API. |
|
legalName1 |
legalName1: if this field is omitted or null, it will automatically be set to the value of the 'name' field. |
|
legalName2 |
legalName2: this field can be updated; it will be cleared if omitted or if its value is null. |
|
main |
main: to update this field , use the specific api: Set a site as main site of a supplier |
|
managerId |
managerId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
siteCode |
siteCode: this field can be updated; it will be cleared if omitted or if its value is null. |
|
supplierId |
supplierId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
accountingJournalId |
accountingJournalId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
afterTaxAmount |
afterTaxAmount: this field is automatically calculated from the 'afterTaxAmountCurrency' field and cannot be updated |
|
approverId |
approverId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
invoiceNumber |
invoiceNumber: this field is mandatory. |
|
preTaxAmount |
preTaxAmount: this field is automatically calculated from the 'preTaxAmountCurrency' field and cannot be updated |
|
phaseId |
phaseId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null |
|
projectId |
projectId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
status |
status: to update this field use the specific api : Create the final invoice from a temporary invoice or Reject the temporary invoice |
|
taxAmount |
taxAmount: this field is automatically calculated from the 'preTaxAmountCurrency' field and cannot be updated |
|
validationDate |
validationDate: this field cannot be modified in the update api. |
|
action |
action: this field is mandatory to “ADD” a line, “Update” a line or “REMOVE” a line. |
|
endDate |
endDate: this field can be updated with a date greater than the date in startDate; it will be cleared if omitted or if its value is null. |
|
generalAccount |
generalAccount: this field can be updated with an existing ACCOUNT in the database; it will be cleared if omitted or if its value is null. |
|
reconciliationAccount |
reconciliationAccount: this field can be updated with an existing ACCOUNT in the database; it will be cleared if omitted or if its value is null. |
|
totalPrice |
totalPrice: this field is automatically calculated from the 'totalPriceCurrency' field and cannot be updated |
|
unitPrice |
unitPrice: this field is automatically calculated from the 'unitPriceCurrency' field and cannot be updated |
|
categoryId |
categoryId: this field is mandatory and can be updated with an existing ID in the database |
|
customData |
customData: this field can be updated |
|
quantityPrecision |
quantityPrecision: this field can be updated with a value betwen 0 and 5; it will be cleared if omitted or if its value is null. |
|
unitPricePrecision |
unitPricePrecision: this field can be updated with a value betwen 0 and 5; it will be cleared if omitted or if its value is null. |
4.10. Sales
4.10.1. Updated URLs
Version 2 | Version 3 |
---|---|
|
|
Version 3 |
Version 4 |
|
|
4.10.2. Updated resource names
Version 2 | Version 3 |
---|---|
SalesBusinessDocument |
|
SalesBusinessDocumentCriteria |
4.10.3. Updated resource fields
Resource | Version 2 | Version 3 |
---|---|---|
type |
type: This field is mandatory. |
|
employeeId |
employeeId: This field is mandatory if the type of quotation expense line is 'SERVICE_PROVIDER'. If the type is OTHER_COSTS, this field is ignored. |
|
supplierId |
supplierId: This field is mandatory if the type of quotation expense line is 'PURCHASE_ITEM'. If the type is OTHER_COSTS, this field is ignored. |
|
purchasedProductId |
purchasedProductId: This field is mandatory if the type of quotation expense line is 'PURCHASE_ITEM' or 'OTHER_COSTS'. |
|
label |
label: This field is mandatory. |
|
quantity |
quantity: This field is mandatory. |
|
unitCost |
unitCost: This field is mandatory if the type is 'OTHER_COSTS' or 'PURCHASE_ITEM'. |
|
coeficient |
coeficient: By default, this field is set to 1. |
|
currencyId |
currencyId: By default this field is set to the currencyId of the quotation if the type is 'OTHER_COSTS' or 'SERVICE_PROVIDER'. |
|
readOptions |
readOption |
|
assignmentIndicator |
assignmentIndicator: by default, this field is set to 'SINGLE_PROJECT_MONO_PHASE' if its value is null or omitted. |
|
billingSiteId |
billingSiteId: this field is automatically set with the billing site ID of the customer to be billed on the quotation. To update this field, use the specific API: Associate or modify the customer site address in a quotation. |
|
customFields |
customData |
|
deliverySiteId |
deliverySiteId: this field is automatically set with the delivery site ID of the customer on the quotation. To update this field, use the specific API: Associate or modify the customer site address in a quotation. |
|
salesOrderSiteId |
salesOrderSiteId : this field is automatically set with the sales order site ID of the customer on the quotation. To update this field, use the specific API: Associate or modify the customer site address in a quotation. |
|
chorusProperties |
chorusProperties: if this field is null or omitted, the values of the fields within its details will be set to null. |
|
contractNumber |
contractNumber: this field is deprecated, use chorusProperties/contractNumber instead |
|
customerDate |
customerDate: this field can be updated; it will be clearedif omitted or if its value is null. |
|
durationOfValidity |
durationOfValidity: this field can be updated; it will be cleared if omitted or if its value is null. |
|
entityCode |
entityCode: this field is deprecated, use entityId instead. Until it is removed, if this field is set, its value will take precedence over the entitiId. |
|
entityId |
entityId: with an existing ID in the database; its value is taken into account if entitycode is null. A consistency check is performed with the project entity on the quotation or on its lines. |
|
notified |
notified: this field can be updated; it will be set to false if omitted or if its value is null. |
|
pipeId |
pipeId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
quotationProbability |
quotationProbability: by default, this field is set to '0' if its value is null or omitted. |
|
salesManagerId |
salesManagerId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
technicalManagerId |
technicalManagerId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
state |
state: If this field is set to VALIDATED, it cannot be modified or omitted in the quotation update API. |
|
amountDiscount |
discount.amount |
|
percentDiscount |
discount.percent |
|
edited |
notPublishable |
|
helpdeskProperties |
helpdeskProperties: if this field is null or omitted, the values of the fields within its details will be set to null. |
|
contractNumber |
contractNumber: The contract number is checked for correctness. If the number is incorrect, both this field and the associated contract ID will be set to null. |
|
notificationComment |
notificationComment: to update this field, notified filed in quotation must be set to true. |
|
notificationDate |
notificationDate: to update this field, notified filed in quotation must be set to true. |
|
phaseId |
phaseId: if the project indicated in the quotation line contains phases, this field is mandatory. |
|
projectId |
projectId: this field is mandatory and must be set with an existing project id in the database. |
|
projectTaskId |
projectTaskId: this field must be set with the ID of an existing project task in the database, matching the subphase or phase and project indicated in the quotation line. |
|
salesPersonId |
salesPersonId: this field can be updated; it will be cleared if omitted or if its value is null. |
|
subPhaseId |
subPhaseId: this field must be set with the ID of an existing sub phase in the database, matching the phase and project indicated in the quotation line. |
|
CUSTOM_FIELDS |
CUSTOM_DATA |
|
readOptions |
readOption |
|
readOptions |
readOption |
|
itemId |
soldItemId |
4.10.4. Removed resource fields
Resource | Version 2 | Quotation |
---|---|---|
estimatedDeliveryDate |
estimatedBillingDate |
|
amountDiscount |
4.11. Security
4.12. Services integration
4.13. Settings
4.13.1. Updated URLs
Version 2 | Version 3 |
---|---|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
4.13.2. Updated resource fields
Resource | Version 2 | Version 3 |
---|---|---|
DEPARTEMENT |
DEPARTMENT |
|
INVOICE_ORDER |
SALES_INVOICE |
|
code |
code: this field is mandatory and cannot be updated once it has been created. |
|
creditNotesJournalId |
creditNotesJournalId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
divisionId |
divisionId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
entityId |
entityId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
finalJournal |
finalJournal: this field can be updated; it will be set to false if omitted or if its value is null. |
|
journalType |
journalType: this field is read-only and provides current data without allowing modifications. |
|
linkedGroupJournalId |
linkedGroupJournalId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
linkedInternalJournalId |
linkedInternalJournalId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
name |
name: this field is mandatory |
|
reversingAccountNumber |
reversingAccountNumber: this field can be updated with an existing account number in the database; it will be cleared if omitted or if its value is null. |
|
code |
code: this field is mandatory and cannot be updated once it has been created. |
|
creditNotesJournalId |
creditNotesJournalId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
divisionId |
divisionId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
finalJournal |
finalJournal: this field can be updated; it will be set to false if omitted or if its value is null. |
|
journalType |
journalType: this field is read-only and provides current data without allowing modifications. |
|
linkedGroupJournalId |
linkedGroupJournalId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
linkedInternalJournalId |
linkedInternalJournalId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
name |
name: this field is mandatory |
|
reversingAccountNumber |
reversingAccountNumber: this field can be updated with an existing account number in the database; it will be cleared if omitted or if its value is null. |
|
entityId |
entityId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
filterGroupSupplier |
filterGroupSupplier: If this field is omitted or null, it will automatically be set to the value 'ALL'. |
|
supplierType |
supplierType: If this field is omitted or null, it will automatically be set to the value 'ALL'. |
|
supplierVariety |
supplierVariety: If this field is omitted or null, it will automatically be set to the value 'ALL'. |
|
validatorId |
validatorId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
id |
id: this field must to set with an existing ID in the database and consistent with the one in the url |
|
module |
module: this field is mandatory. It can be updated with the ID of an existing WebModule. |
4.14. Support
4.14.1. Updated URLs
Version 2 | Version 3 |
---|---|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
4.14.2. Updated resource names
Version 2 | Version 3 |
---|---|
CustomFieldsIssueMap |
|
Suspension |
|
SuspensionReason |
|
SuspensionReasonCriteria |
4.14.3. Updated resource fields
Resource | Version 2 | Version 3 |
---|---|---|
nextRespondingEmployee |
nextRespondingEmployeeId |
|
nextTeam |
nextTeamId |
|
QUATERLY |
QUARTERLY |
|
QUATERLY |
QUARTERLY |
|
createdBy |
changeTracking.createdBy |
|
createdById |
changeTracking.createdById |
|
createdTime |
changeTracking.createdTime |
|
customFields |
customData |
|
modificationTime |
changeTracking.modificationTime |
|
suspension |
onHold |
|
suspensionId |
onHoldId |
|
customFields |
customData |
|
withoutCustomFields |
withoutCustomData |
|
CREATED_BY |
CHANGE_TRACKING |
|
CUSTOM_FIELDS |
CUSTOM_DATA |
|
SUSPENSION |
ONHOLD |
|
CLOTURE_EXT |
CLOSE_EXT |
|
CLOTURE_INT |
CLOSE_INT |
|
EN_COURS |
IN_PROGRESS |
|
OUVERT |
CREATED |
|
RESOLU |
RESOLVED |
|
SUSPENDU |
ON_HOLD |
|
reason |
onHoldReason |
|
reasonId |
onHoldReasonId |
|
suspensionDate |
date |
|
suspensionReason |
reason |
|
SUSPENSION |
ON_HOLD |
|
customFields |
customData |
|
createdBy |
changeTracking.createdBy |
|
createdById |
changeTracking.createdById |
|
createdTime |
changeTracking.createdTime |
|
modificationTime |
changeTracking.modificationTime |
|
updatedBy |
changeTracking.modificationBy |
|
updatedById |
changeTracking.modificationById |
|
REMOVE_SUSPENSION |
REMOVE_ONHOLD |
|
accountingJournalId |
accountingJournalId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
adminManagerId |
adminManagerId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
anniversary |
anniversary: this field can be updated; it will be set to false if omitted or if its value is null |
|
billingBlockedDate |
billingBlockedDate: this field can be updated; it will be set to false if omitted or if its value is null |
|
billingSiteId |
billingSiteId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
categoryId |
categoryId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
comments |
comments: this field can be updated; it will be set to false if omitted or if its value is null |
|
contractNature |
contractNature: this field cannot be updated after a contract is created. |
|
contractTypeId |
contractTypeId: this field is mandatory and can be updated with an existing ID in the database. |
|
currencyCode |
currencyCode: this field is mandatory and can be updated with an existing currency in the database. |
|
customerId |
customerId: if the 'contractNature' field is set to 'CUSTOMER,' this field becomes mandatory and can be updated with an existing ID in the database. |
|
customerToBillId |
customerToBillId: this field is mandatory and can be updated with an existing ID in the database. If omitted or null, it will automatically be set to the value of 'customerId'. |
|
deliveryGenerationUnit |
deliveryGenerationUnit: If this field is omitted or null, it will automatically be set to the value 'PER_CONTRACT'. |
|
effectiveDate |
effectiveDate: this field is mandatory |
|
endDate |
endDate: this field can be updated; it will be set to false if omitted or if its value is null. Note : updating this field may require the activation of a pilot. |
|
extensionNumber |
extensionNumber: this field is read-only and provides current data without allowing modifications. |
|
externalReference |
externalReference: this field can be updated; it will be set to false if omitted or if its value is null. |
|
inactiveContract |
inactiveContract: this field can be updated; it will be set to false if omitted or if its value is null. |
|
internalReference |
internalReference: this field can be updated; it will be set to false if omitted or if its value is null. |
|
isHiddenHD |
isHiddenHD: this field can be updated; it will be set to false if omitted or if its value is null. |
|
isMultiProject |
isMultiProject: this field can be updated; it will be set to false if omitted or if its value is null. If this field is set to false, project (projectId) and its sub-elements must be set. |
|
maintenanceSiteId |
maintenanceSiteId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
manualBilling |
manualBilling: this field can be updated; it will be set to false if omitted or if its value is null. |
|
name |
name: this field is mandatory |
|
notBillable |
notBillable: this field can be updated; it will be set to false if omitted or if its value is null. |
|
phaseId |
phaseId: this field can be updated with the ID of an existing phase in the database, consistent with the project. |
|
projectId |
projectId: this field can be updated with the ID of an existing phase in the database. If “isMultiProject” field is set to true, this field cannot be uptated. |
|
reasonForTermination |
reasonForTermination: this field can be updated; it will be set to false if omitted or if its value is null. |
|
reminder |
reminder: this field can be updated; it will be set to false if omitted or if its value is null. |
|
renewalDate |
renewalDate: this field can be updated; it will be set to false if omitted or if its value is null. |
|
renewalReminder |
renewalReminder: this field can be updated; it will be set to false if omitted or if its value is null. |
|
renewalReminderDate |
renewalReminderDate: this field can be updated; it will be set to false if omitted or if its value is null. |
|
renewalTypeId |
renewalTypeId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
salesManagerId |
salesManagerId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
signatureDate |
signatureDate: this field can be updated; it will be set to false if omitted or if its value is null. |
|
subCategoryId |
subCategoryId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
subPhaseId |
subPhaseId: this field can be updated with the ID of an existing sub phase in the database, consistent with the project and phase. |
|
supplierId |
supplierId: if the 'contractNature' field is set to 'SUPPLIER,' this field becomes mandatory and can be updated with an existing ID in the database. |
|
supplierToPayId |
supplierToPayId: this field is mandatory and can be updated with an existing ID in the database. If omitted or null, it will automatically be set to the value of 'supplierId'. |
|
technicalManagerId |
technicalManagerId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
terminationEffectiveDate |
terminationEffectiveDate: this field can be updated; it will be set to false if omitted or if its value is null. |
|
terminationNoticeLimit |
terminationNoticeLimit: this field can be updated; it will be set to false if omitted or if its value is null. |
|
terminationReceptionDate |
terminationReceptionDate: this field can be updated; it will be set to false if omitted or if its value is null. |
|
code |
code: this field can be updated with an existing code in the database but cannot be updated ged once created. It is mandatory if the 'templateContractServiceId' field is set to null. |
|
contractId |
contractId: this field must to set with an ID consistent with the one in the url and containing the contract service |
|
criticalityId |
criticalityId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
id |
id: this field must to set with an existing ID in the database and consistent with the one in the url |
|
issueTypeId |
issueTypeId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
name |
name: this field can be updated and it is mandatory |
|
phaseId |
phaseId: this field can be updated with the ID of an existing phase in the database, consistent with the project. |
|
priorityId |
priorityId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
productBilledId |
productBilledId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
projectId |
projectId: this field can be updated with the ID of an existing phase in the database. If “isMultiProject” field is set to true, this field cannot be uptated. |
|
regression |
regression: this field can be updated; it will be set to false if omitted or if its value is null. |
|
severityId |
severityId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
subPhaseId |
subPhaseId: this field can be updated with the ID of an existing sub phase in the database, consistent with the project and phase. |
|
teamId |
teamId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
|
templateContractServiceId |
templateContractServiceId: this field can be with the ID of an existing code in the database. It is mandatory if the ‘code’ field is set to null. |
|
contractServiceId |
contractServiceId: this field must to set with an ID consistent with the one in the url and containing the contract service line |
|
phaseId |
phaseId: this field can be updated with the ID of an existing phase in the database, consistent with the project. |
|
productId |
productId: this field can be updated with an existing ID in the database; it is a mandatory field |
|
projectId |
projectId: this field can be updated with the ID of an existing phase in the database. If “isMultiProject” field in contract service is set to true, this field cannot be uptated. |
|
quantity |
quantity: this field is mandatory |
|
serialNumber |
serialNumber: this field cannot be updated |
|
subPhaseId |
subPhaseId: this field can be updated with the ID of an existing sub phase in the database, consistent with the project and phase. |
|
totalAmount |
totalAmount: this field cannot be updated. It is automatically calculted. |
4.14.4. Removed resource fields
Resource | Version 2 | ContractCriteria |
---|---|---|
accountingJourna |
estimatedEndDate |
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terminationDate |
4.15. Workforce
4.15.1. Updated URLs
Version 2 | Version 3 |
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4.15.2. Updated resource names
Version 2 | Version 3 |
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EventPlace |
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TimeRecordingTermination |
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TimeRecordingTerminationCriteria |
4.15.3. Updated resource fields
Resource | Version 2 | Version 3 |
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arrivalPlace |
arrivalLocation |
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category |
category.name |
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customFields |
customData |
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departurePlace |
departureLocation |
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accountingJournal |
accountingJournal: this field was previously incorrectly added to CustomRequest, as the object already inherited it from ManagementObject. It has now been removed from CustomRequest. |
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accountingJournalId |
accountingJournalId: this field was previously incorrectly added to CustomRequest, as the object already inherited it from ManagementObject. It has now been removed from CustomRequest. |
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assignmentIndicator |
assignmentIndicator: this field was previously incorrectly added to CustomRequest, as the object already inherited it from ManagementObject. It has now been removed from CustomRequest. |
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categoryId |
categoryId: this field is mandatory when creating a custom request. It is no longer editable in the custom request update API. |
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conditionOfPayment |
conditionOfPayment: this field was previously incorrectly added to CustomRequest, as the object already inherited it from ManagementObject. It has now been removed from CustomRequest. |
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entityCode |
entityCode: this fields is deprecated |
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exchangeRate |
exchangeRate: this field was previously incorrectly added to CustomRequest, as the object already inherited it from ManagementObject. It has now been removed from CustomRequest. |
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fiscalYear |
fiscalYear: this field was previously incorrectly added to CustomRequest, as the object already inherited it from ManagementObject. It has now been removed from CustomRequest. |
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group |
group: this field was previously incorrectly added to CustomRequest, as the object already inherited it from ManagementObject. It has now been removed from CustomRequest. |
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manager |
manager: this field was previously incorrectly added to CustomRequest, as the object already inherited it from ManagementObject. It has now been removed from CustomRequest. |
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managerId |
managerId: this field was previously incorrectly added to CustomRequest, as the object already inherited it from ManagementObject. It has now been removed from CustomRequest. |
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methodOfPayment |
methodOfPayment: this field was previously incorrectly added to CustomRequest, as the object already inherited it from ManagementObject. It has now been removed from CustomRequest. |
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pricingMethod |
pricingMethod: this field was previously incorrectly added to CustomRequest, as the object already inherited it from ManagementObject. It has now been removed from CustomRequest. |
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pricingMethodId |
pricingMethodId: this field was previously incorrectly added to CustomRequest, as the object already inherited it from ManagementObject. It has now been removed from CustomRequest. |
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thirdPartyToBillId |
thirdPartyToBillId: this field was previously incorrectly added to CustomRequest, as the object already inherited it from ManagementObject. It has now been removed from CustomRequest. |
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action |
action: this field was previously incorrectly added to CustomRequestLine, as the object already inherited it from ManagementObjectLine. It has now been removed from CustomRequestLine. |
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additionalFreeFields |
additionalFreeFields: this field was previously incorrectly added to CustomRequestLine, as the object already inherited it from ManagementObjectLine. It has now been removed from CustomRequestLine. |
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afterTaxAmountTotal |
afterTaxAmountTotal: this field was previously incorrectly added to CustomRequestLine, as the object already inherited it from ManagementObjectLine. It has now been removed from CustomRequestLine. |
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afterTaxAmountTotalCurrency |
afterTaxAmountTotalCurrency: this field was previously incorrectly added to CustomRequestLine, as the object already inherited it from ManagementObjectLine. It has now been removed from CustomRequestLine. |
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complementName |
complementName: this field was previously incorrectly added to CustomRequestLine, as the object already inherited it from ManagementObjectLine. It has now been removed from CustomRequestLine. |
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customerId |
customerId: this field is read-only and provides current data without allowing modifications. |
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expenseTypeExpectedId |
expenseTypeExpectedId: this field was previously incorrectly added to CustomRequestLine, as the object already inherited it from ManagementObjectLine. It has now been removed from CustomRequestLine. |
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managementObjectId |
managementObjectId: this field was previously incorrectly added to CustomRequestLine, as the object already inherited it from ManagementObjectLine. It has now been removed from CustomRequestLine. |
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phaseId |
phaseId: this field is read-only and provides current data without allowing modifications. |
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projectId |
projectId: this field is read-only and provides current data without allowing modifications. |
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projectTaskId |
projectTaskId: this field is read-only and provides current data without allowing modifications. |
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resource |
resource: this field was previously incorrectly added to CustomRequestLine, as the object already inherited it from ManagementObjectLine. It has now been removed from CustomRequestLine. |
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resourceId |
resourceId: this field was previously incorrectly added to CustomRequestLine, as the object already inherited it from ManagementObjectLine. It has now been removed from CustomRequestLine. |
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subPhaseId |
subPhaseId: this field is read-only and provides current data without allowing modifications. |
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totalPrice |
totalPrice: this field was previously incorrectly added to CustomRequestLine, as the object already inherited it from ManagementObjectLine. It has now been removed from CustomRequestLine. |
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totalPriceCurrency |
totalPriceCurrency: this field was previously incorrectly added to CustomRequestLine, as the object already inherited it from ManagementObjectLine. It has now been removed from CustomRequestLine. |
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CUSTOM_FIELDS |
CUSTOM_DATA |
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customFields |
customData |
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code |
code: this field cannot be omitted, null, or modified in the Employee update API. |
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code |
code: this field cannot be omitted, null, or modified in the Employee update API. |
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cMMSContractSalesManager |
CMMSContractSalesManager |
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cMMSContractTechnicalManager |
CMMSContractTechnicalManager |
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cMMSMRAndEOManager |
CMMSMRAndEOManager |
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employeeFamily2 |
family2Id |
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employeeFamily3 |
family3Id |
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family1employeeFamily1Id |
family1Id |
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dailyCost |
dailyCost: if this field is null or omitted, it will be automatically set to 0. |
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dailyHours |
dailyHours: if this field is null or omitted, it will be automatically set to the value of dailyHours in EmployeeWeek (standard week of the employee). |
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dailySellingPrice |
dailySellingPrice: if this field is null or omitted, it will be automatically set to 0. |
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directHourlyRate |
directHourlyRate: if this field is null or omitted, it will be automatically set to 0. |
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employeeHistoryType |
employeeHistoryType: this field is deprecated , use standardWeekId instead |
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employeeId |
employeeId: the employee ID in the URL must exist in the database and also match the value of this field. |
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family1Id |
family1Id: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
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family2Id |
family2Id: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
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family3Id |
family3Id: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
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leave |
leave: this field can be updated; it will be set to false if omitted or if its value is null. |
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managerId |
managerId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
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occupancyRate |
occupancyRate: if this field is null or omitted, it will be automatically set to 0. |
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position |
position: this field can be updated; it will be cleared if omitted or if its value is null. |
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service |
service: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
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skill |
skill: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
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dailyCost |
dailyCost: if this field is null or omitted, it will be automatically set to 0. |
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dailyHours |
dailyHours: if this field is null or omitted, it will be automatically set to the value of dailyHours in EmployeeWeek (standard week of the employee). |
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dailySellingPrice |
dailySellingPrice: if this field is null or omitted, it will be automatically set to 0. |
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directHourlyRate |
directHourlyRate: if this field is null or omitted, it will be automatically set to 0. |
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employeeHistoryType |
employeeHistoryType: this field is deprecated , use standardWeekId instead |
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employeeId |
employeeId: the employee ID in the URL must exist in the database and also match the value of this field. |
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family1Id |
family1Id: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
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family2Id |
family2Id: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
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family3Id |
family3Id: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
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leave |
leave: this field can be updated; it will be set to false if omitted or if its value is null. |
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managerId |
managerId: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
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occupancyRate |
occupancyRate: if this field is null or omitted, it will be automatically set to 0. |
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position |
position: this field can be updated; it will be cleared if omitted or if its value is null. |
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service |
service: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
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skill |
skill: this field can be updated with an existing ID in the database; it will be cleared if omitted or if its value is null. |
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CUSTOM_FIELDS |
CUSTOM_DATA |
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terminated |
completed |
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checkEmployeeCompagny |
checkEmployeeCompany |
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checkTimerecordings |
checkTimesheet |
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endDate |
date |
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startDate |
date |
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salesOrderId |
quotationId |
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place |
location |
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duplicationPeriodRepetionType |
duplicationPeriodRepetitionType |
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occurency |
occurrency |
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numberOfOccurency |
numberOfOccurrency |
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duplicationNumberOfOccurencyType |
duplicationNumberOfOccurrencyType |
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WITH_OCCURENCY |
WITH_OCCURRENCY |
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QUATERLY |
QUARTERLY |
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terminationType |
completionType |
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from |
period.from |
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to |
period.to |
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terminationMode |
completionMode |
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terminationType |
completionType |
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multiCompany |
assignmentMultiCompany |
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from |
period.from |
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to |
period.to |
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shouldBeNotified |
noTimesDunning |
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phaseId |
phaseId: if the project in the QuickEntryTime contains phases, this field is mandatory and must correspond to an existing ID in the database. |
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projectId |
projectId: this field is mandatory and must correspond to an existing ID in the database. |
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projectTaskId |
projectTaskId: this field is mandatory and must correspond to an existing ID in the database, matching the sub-phase or phase and project indicated in the QuickEntryTime. |
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subPhaseId |
subPhaseId: if the project in the QuickEntryTime contains phases and sub phases, this field is mandatory and must correspond to an existing ID in the database. |
4.15.4. Removed resource fields
Resource | Version 2 | ScheduleDuplicationParamHolder |
---|---|---|
useDateHours |
modeTimeRecording |
5. Compliance Upgrade of APIs
5.1. Version: 5.10.0
5.1.1. Harmonization of update APIs (POST)
Starting with version 5.10.0, the update APIs have been harmonized. The changes to be considered when using update requests (POST) are outlined below.
The POST request process
1. Mandatory Fields:
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Must always be included in the request, even if their value is not changing.
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Missing a mandatory field will result in a 400 (Bad Request) error.
2. Non-mandatory Fields:
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It is recommended to include all non-mandatory fields in the request.
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If a non-mandatory field containing a value is omitted, it will automatically be set to NULL.
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To empty a field, include it in the request body with the value NULL rather than omitting it.
3. Fields Requiring a dedicated API:
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Some fields, such as businessCards in Employee, must be updated through a dedicated API. If included in a regular update request, they will be ignored.
4. Boolean Fields:
-
It is recommended to always include them exhaustively in the request. If a boolean field is omitted, it will default to unchecked (set to ‘False’).
Recommendations
We recommend following this process:
1. Retrieve the resource before updating:
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Use an API to get the full resource before making any updates:
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GET API: Retrieves all necessary fields for the update.
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SEARCH API: If the GET API is unavailable or the resource ID is unknown, use a search API.
2. Build the update request:
-
Use the response to ensure all necessary fields are included, even if some are not being modified.
List of update APIs concerned
Domain | API |
---|---|
CRM See |
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CRM See |
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CRM See |
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CRM See |
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CRM See |
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CRM See |
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Sales See |
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Purchase See |
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Purchase See |
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Purchase See |
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Purchase See |
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Purchase See |
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Workforce See |
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Workforce See |
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Workforce See |
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Workforce See |
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Workforce See |
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Workforce See |
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Settings See |
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Settings See |
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Settings See |
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Settings See |
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Settings See |
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Settings See |
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Settings See |
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Document Management See |
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Project Management See |
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Project Management See |
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Project Management See |
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Project Management See |
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Project Management See |
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Mobile See |
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Mobile See |
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Support See |
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Support See |
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5.1.2. Harmonization of Company Fields for a Resource
Starting with version 5.10.0, the management of resource company fields in APIs has been harmonized.
The changes to be considered for creation (PUT) and update (POST) requests for resources concerned are described below.
The PUT and POST request process
1.Creation of a Resource (PUT): The resource is automatically linked to the company of the connected user (the user sending the API request) or the one specified in the request header.
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If a company is mentioned in both the body and the header, they must match. Otherwise, an error is returned.
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If the company is only specified in the header, the resource will be created under that company indicated in the header.
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If the company is only in the body, and the user does not belong to that company, an error is returned. Conversely, if the connected user belongs to the same company as the one for which they want to create the resource, the resource will be successfully created.
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Once created, the company cannot be changed.
Note: The user must have the necessary rights to create a resource for a specific company.
2.Modification of a Resource (POST):
-
If the user belongs to a different company than the resource’s, an error will occur.
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Specifying a different company in the header than the resource’s company will also cause an error.
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Any attempt to modify the company, either through the header or the request body, will result in an error, as the resource remains permanently linked to the original company.If the user’s company matches that of the resource or is mentioned in the header, the update will proceed if the user has the necessary rights.
Recommendations:
We recommend following this process:
1.Creation of a Resource (via PUT):
-
Specify the user’s company in the header, for example, in the "Key" column, enter "X-COMPANY-CODE" and in the "Value" column, enter "AKSAS". Here, "AKSAS" is an example of a company code.
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Optionally and depending on the resources, you can specify the company in the request body, but it must match the header.
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-
If you do not specify a company in the header of the request, the resource will be created automatically under the company of the connected user.
For example, when creating a project, you can set the company code in the header as follows.

2.Modification of a Resource (via POST):
-
You must also specify the company in the header of the request. Again, use "X-COMPANY-CODE" in the "Key" column and "AKSAS" in the "Value" column. Here, "AKSAS" corresponds to the company code for the resource.
-
If you have the required rights to modify a resource in this company, the resource can be modified. Otherwise, you will be prevented from making any modifications.
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-
You cannot specify a different company in the header other than the one under which the resource was created.
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Any attempt to modify the company-related fields in an update request (POST) will be ignored.