All URIs are relative to https://app.asana.com/api/1.0
| Method | HTTP request | Description |
|---|---|---|
| add_custom_field_setting_for_portfolio | POST /portfolios/{portfolio_gid}/addCustomFieldSetting | Add a custom field to a portfolio |
| add_item_for_portfolio | POST /portfolios/{portfolio_gid}/addItem | Add a portfolio item |
| add_members_for_portfolio | POST /portfolios/{portfolio_gid}/addMembers | Add users to a portfolio |
| create_portfolio | POST /portfolios | Create a portfolio |
| delete_portfolio | DELETE /portfolios/{portfolio_gid} | Delete a portfolio |
| get_items_for_portfolio | GET /portfolios/{portfolio_gid}/items | Get portfolio items |
| get_portfolio | GET /portfolios/{portfolio_gid} | Get a portfolio |
| get_portfolios | GET /portfolios | Get multiple portfolios |
| remove_custom_field_setting_for_portfolio | POST /portfolios/{portfolio_gid}/removeCustomFieldSetting | Remove a custom field from a portfolio |
| remove_item_for_portfolio | POST /portfolios/{portfolio_gid}/removeItem | Remove a portfolio item |
| remove_members_for_portfolio | POST /portfolios/{portfolio_gid}/removeMembers | Remove users from a portfolio |
| update_portfolio | PUT /portfolios/{portfolio_gid} | Update a portfolio |
Add a custom field to a portfolio
Custom fields are associated with portfolios by way of custom field settings. This method creates a setting for the portfolio.
import asana
from asana.rest import ApiException
from pprint import pprint
configuration = asana.Configuration()
configuration.access_token = '<YOUR_ACCESS_TOKEN>'
api_client = asana.ApiClient(configuration)
# create an instance of the API class
portfolios_api_instance = asana.PortfoliosApi(api_client)
body = {"data": {"param1": "value1", "param2": "value2",}} # dict | Information about the custom field setting.
portfolio_gid = "12345" # str | Globally unique identifier for the portfolio.
try:
# Add a custom field to a portfolio
api_response = portfolios_api_instance.add_custom_field_setting_for_portfolio(body, portfolio_gid)
pprint(api_response)
except ApiException as e:
print("Exception when calling PortfoliosApi->add_custom_field_setting_for_portfolio: %s\n" % e)| Name | Type | Description | Notes |
|---|---|---|---|
| body | Dict | Information about the custom field setting. | |
| portfolio_gid | str | Globally unique identifier for the portfolio. |
dict
- Content-Type: application/json; charset=UTF-8
- Accept: application/json; charset=UTF-8
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Add a portfolio item
Add an item to a portfolio. Returns an empty data block.
import asana
from asana.rest import ApiException
from pprint import pprint
configuration = asana.Configuration()
configuration.access_token = '<YOUR_ACCESS_TOKEN>'
api_client = asana.ApiClient(configuration)
# create an instance of the API class
portfolios_api_instance = asana.PortfoliosApi(api_client)
body = {"data": {"param1": "value1", "param2": "value2",}} # dict | Information about the item being inserted.
portfolio_gid = "12345" # str | Globally unique identifier for the portfolio.
try:
# Add a portfolio item
api_response = portfolios_api_instance.add_item_for_portfolio(body, portfolio_gid)
pprint(api_response)
except ApiException as e:
print("Exception when calling PortfoliosApi->add_item_for_portfolio: %s\n" % e)| Name | Type | Description | Notes |
|---|---|---|---|
| body | Dict | Information about the item being inserted. | |
| portfolio_gid | str | Globally unique identifier for the portfolio. |
dict
- Content-Type: application/json; charset=UTF-8
- Accept: application/json; charset=UTF-8
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Add users to a portfolio
Adds the specified list of users as members of the portfolio. Returns the updated portfolio record.
import asana
from asana.rest import ApiException
from pprint import pprint
configuration = asana.Configuration()
configuration.access_token = '<YOUR_ACCESS_TOKEN>'
api_client = asana.ApiClient(configuration)
# create an instance of the API class
portfolios_api_instance = asana.PortfoliosApi(api_client)
body = {"data": {"param1": "value1", "param2": "value2",}} # dict | Information about the members being added.
portfolio_gid = "12345" # str | Globally unique identifier for the portfolio.
opts = {
'opt_fields': "color,created_at,created_by,created_by.name,current_status_update,current_status_update.resource_subtype,current_status_update.title,custom_field_settings,custom_field_settings.custom_field,custom_field_settings.custom_field.asana_created_field,custom_field_settings.custom_field.created_by,custom_field_settings.custom_field.created_by.name,custom_field_settings.custom_field.currency_code,custom_field_settings.custom_field.custom_label,custom_field_settings.custom_field.custom_label_position,custom_field_settings.custom_field.date_value,custom_field_settings.custom_field.date_value.date,custom_field_settings.custom_field.date_value.date_time,custom_field_settings.custom_field.description,custom_field_settings.custom_field.display_value,custom_field_settings.custom_field.enabled,custom_field_settings.custom_field.enum_options,custom_field_settings.custom_field.enum_options.color,custom_field_settings.custom_field.enum_options.enabled,custom_field_settings.custom_field.enum_options.name,custom_field_settings.custom_field.enum_value,custom_field_settings.custom_field.enum_value.color,custom_field_settings.custom_field.enum_value.enabled,custom_field_settings.custom_field.enum_value.name,custom_field_settings.custom_field.format,custom_field_settings.custom_field.has_notifications_enabled,custom_field_settings.custom_field.is_formula_field,custom_field_settings.custom_field.is_global_to_workspace,custom_field_settings.custom_field.is_value_read_only,custom_field_settings.custom_field.multi_enum_values,custom_field_settings.custom_field.multi_enum_values.color,custom_field_settings.custom_field.multi_enum_values.enabled,custom_field_settings.custom_field.multi_enum_values.name,custom_field_settings.custom_field.name,custom_field_settings.custom_field.number_value,custom_field_settings.custom_field.people_value,custom_field_settings.custom_field.people_value.name,custom_field_settings.custom_field.precision,custom_field_settings.custom_field.resource_subtype,custom_field_settings.custom_field.text_value,custom_field_settings.custom_field.type,custom_field_settings.is_important,custom_field_settings.parent,custom_field_settings.parent.name,custom_field_settings.project,custom_field_settings.project.name,custom_fields,custom_fields.date_value,custom_fields.date_value.date,custom_fields.date_value.date_time,custom_fields.display_value,custom_fields.enabled,custom_fields.enum_options,custom_fields.enum_options.color,custom_fields.enum_options.enabled,custom_fields.enum_options.name,custom_fields.enum_value,custom_fields.enum_value.color,custom_fields.enum_value.enabled,custom_fields.enum_value.name,custom_fields.is_formula_field,custom_fields.multi_enum_values,custom_fields.multi_enum_values.color,custom_fields.multi_enum_values.enabled,custom_fields.multi_enum_values.name,custom_fields.name,custom_fields.number_value,custom_fields.resource_subtype,custom_fields.text_value,custom_fields.type,due_on,members,members.name,name,owner,owner.name,permalink_url,project_templates,project_templates.name,public,start_on,workspace,workspace.name", # list[str] | This endpoint returns a compact resource, which excludes some properties by default. To include those optional properties, set this query parameter to a comma-separated list of the properties you wish to include.
}
try:
# Add users to a portfolio
api_response = portfolios_api_instance.add_members_for_portfolio(body, portfolio_gid, opts)
pprint(api_response)
except ApiException as e:
print("Exception when calling PortfoliosApi->add_members_for_portfolio: %s\n" % e)| Name | Type | Description | Notes |
|---|---|---|---|
| body | Dict | Information about the members being added. | |
| portfolio_gid | str | Globally unique identifier for the portfolio. | |
| opt_fields | Dict | This endpoint returns a compact resource, which excludes some properties by default. To include those optional properties, set this query parameter to a comma-separated list of the properties you wish to include. | [optional] |
dict
- Content-Type: application/json; charset=UTF-8
- Accept: application/json; charset=UTF-8
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Create a portfolio
Creates a new portfolio in the given workspace with the supplied name. Note that portfolios created in the Asana UI may have some state (like the “Priority” custom field) which is automatically added to the portfolio when it is created. Portfolios created via our API will not be created with the same initial state to allow integrations to create their own starting state on a portfolio.
import asana
from asana.rest import ApiException
from pprint import pprint
configuration = asana.Configuration()
configuration.access_token = '<YOUR_ACCESS_TOKEN>'
api_client = asana.ApiClient(configuration)
# create an instance of the API class
portfolios_api_instance = asana.PortfoliosApi(api_client)
body = {"data": {"param1": "value1", "param2": "value2",}} # dict | The portfolio to create.
opts = {
'opt_fields': "color,created_at,created_by,created_by.name,current_status_update,current_status_update.resource_subtype,current_status_update.title,custom_field_settings,custom_field_settings.custom_field,custom_field_settings.custom_field.asana_created_field,custom_field_settings.custom_field.created_by,custom_field_settings.custom_field.created_by.name,custom_field_settings.custom_field.currency_code,custom_field_settings.custom_field.custom_label,custom_field_settings.custom_field.custom_label_position,custom_field_settings.custom_field.date_value,custom_field_settings.custom_field.date_value.date,custom_field_settings.custom_field.date_value.date_time,custom_field_settings.custom_field.description,custom_field_settings.custom_field.display_value,custom_field_settings.custom_field.enabled,custom_field_settings.custom_field.enum_options,custom_field_settings.custom_field.enum_options.color,custom_field_settings.custom_field.enum_options.enabled,custom_field_settings.custom_field.enum_options.name,custom_field_settings.custom_field.enum_value,custom_field_settings.custom_field.enum_value.color,custom_field_settings.custom_field.enum_value.enabled,custom_field_settings.custom_field.enum_value.name,custom_field_settings.custom_field.format,custom_field_settings.custom_field.has_notifications_enabled,custom_field_settings.custom_field.is_formula_field,custom_field_settings.custom_field.is_global_to_workspace,custom_field_settings.custom_field.is_value_read_only,custom_field_settings.custom_field.multi_enum_values,custom_field_settings.custom_field.multi_enum_values.color,custom_field_settings.custom_field.multi_enum_values.enabled,custom_field_settings.custom_field.multi_enum_values.name,custom_field_settings.custom_field.name,custom_field_settings.custom_field.number_value,custom_field_settings.custom_field.people_value,custom_field_settings.custom_field.people_value.name,custom_field_settings.custom_field.precision,custom_field_settings.custom_field.resource_subtype,custom_field_settings.custom_field.text_value,custom_field_settings.custom_field.type,custom_field_settings.is_important,custom_field_settings.parent,custom_field_settings.parent.name,custom_field_settings.project,custom_field_settings.project.name,custom_fields,custom_fields.date_value,custom_fields.date_value.date,custom_fields.date_value.date_time,custom_fields.display_value,custom_fields.enabled,custom_fields.enum_options,custom_fields.enum_options.color,custom_fields.enum_options.enabled,custom_fields.enum_options.name,custom_fields.enum_value,custom_fields.enum_value.color,custom_fields.enum_value.enabled,custom_fields.enum_value.name,custom_fields.is_formula_field,custom_fields.multi_enum_values,custom_fields.multi_enum_values.color,custom_fields.multi_enum_values.enabled,custom_fields.multi_enum_values.name,custom_fields.name,custom_fields.number_value,custom_fields.resource_subtype,custom_fields.text_value,custom_fields.type,due_on,members,members.name,name,owner,owner.name,permalink_url,project_templates,project_templates.name,public,start_on,workspace,workspace.name", # list[str] | This endpoint returns a compact resource, which excludes some properties by default. To include those optional properties, set this query parameter to a comma-separated list of the properties you wish to include.
}
try:
# Create a portfolio
api_response = portfolios_api_instance.create_portfolio(body, opts)
pprint(api_response)
except ApiException as e:
print("Exception when calling PortfoliosApi->create_portfolio: %s\n" % e)| Name | Type | Description | Notes |
|---|---|---|---|
| body | Dict | The portfolio to create. | |
| opt_fields | Dict | This endpoint returns a compact resource, which excludes some properties by default. To include those optional properties, set this query parameter to a comma-separated list of the properties you wish to include. | [optional] |
dict
- Content-Type: application/json; charset=UTF-8
- Accept: application/json; charset=UTF-8
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Delete a portfolio
An existing portfolio can be deleted by making a DELETE request on the URL for that portfolio. Returns an empty data record.
import asana
from asana.rest import ApiException
from pprint import pprint
configuration = asana.Configuration()
configuration.access_token = '<YOUR_ACCESS_TOKEN>'
api_client = asana.ApiClient(configuration)
# create an instance of the API class
portfolios_api_instance = asana.PortfoliosApi(api_client)
portfolio_gid = "12345" # str | Globally unique identifier for the portfolio.
try:
# Delete a portfolio
api_response = portfolios_api_instance.delete_portfolio(portfolio_gid)
pprint(api_response)
except ApiException as e:
print("Exception when calling PortfoliosApi->delete_portfolio: %s\n" % e)| Name | Type | Description | Notes |
|---|---|---|---|
| portfolio_gid | str | Globally unique identifier for the portfolio. |
dict
- Content-Type: Not defined
- Accept: application/json; charset=UTF-8
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Get portfolio items
Get a list of the items in compact form in a portfolio.
import asana
from asana.rest import ApiException
from pprint import pprint
configuration = asana.Configuration()
configuration.access_token = '<YOUR_ACCESS_TOKEN>'
api_client = asana.ApiClient(configuration)
# create an instance of the API class
portfolios_api_instance = asana.PortfoliosApi(api_client)
portfolio_gid = "12345" # str | Globally unique identifier for the portfolio.
opts = {
'limit': 50, # int | Results per page. The number of objects to return per page. The value must be between 1 and 100.
'offset': "eyJ0eXAiOJiKV1iQLCJhbGciOiJIUzI1NiJ9", # str | Offset token. An offset to the next page returned by the API. A pagination request will return an offset token, which can be used as an input parameter to the next request. If an offset is not passed in, the API will return the first page of results. 'Note: You can only pass in an offset that was returned to you via a previously paginated request.'
'opt_fields': "archived,color,completed,completed_at,completed_by,completed_by.name,created_at,created_from_template,created_from_template.name,current_status,current_status.author,current_status.author.name,current_status.color,current_status.created_at,current_status.created_by,current_status.created_by.name,current_status.html_text,current_status.modified_at,current_status.text,current_status.title,current_status_update,current_status_update.resource_subtype,current_status_update.title,custom_field_settings,custom_field_settings.custom_field,custom_field_settings.custom_field.asana_created_field,custom_field_settings.custom_field.created_by,custom_field_settings.custom_field.created_by.name,custom_field_settings.custom_field.currency_code,custom_field_settings.custom_field.custom_label,custom_field_settings.custom_field.custom_label_position,custom_field_settings.custom_field.date_value,custom_field_settings.custom_field.date_value.date,custom_field_settings.custom_field.date_value.date_time,custom_field_settings.custom_field.description,custom_field_settings.custom_field.display_value,custom_field_settings.custom_field.enabled,custom_field_settings.custom_field.enum_options,custom_field_settings.custom_field.enum_options.color,custom_field_settings.custom_field.enum_options.enabled,custom_field_settings.custom_field.enum_options.name,custom_field_settings.custom_field.enum_value,custom_field_settings.custom_field.enum_value.color,custom_field_settings.custom_field.enum_value.enabled,custom_field_settings.custom_field.enum_value.name,custom_field_settings.custom_field.format,custom_field_settings.custom_field.has_notifications_enabled,custom_field_settings.custom_field.is_formula_field,custom_field_settings.custom_field.is_global_to_workspace,custom_field_settings.custom_field.is_value_read_only,custom_field_settings.custom_field.multi_enum_values,custom_field_settings.custom_field.multi_enum_values.color,custom_field_settings.custom_field.multi_enum_values.enabled,custom_field_settings.custom_field.multi_enum_values.name,custom_field_settings.custom_field.name,custom_field_settings.custom_field.number_value,custom_field_settings.custom_field.people_value,custom_field_settings.custom_field.people_value.name,custom_field_settings.custom_field.precision,custom_field_settings.custom_field.resource_subtype,custom_field_settings.custom_field.text_value,custom_field_settings.custom_field.type,custom_field_settings.is_important,custom_field_settings.parent,custom_field_settings.parent.name,custom_field_settings.project,custom_field_settings.project.name,custom_fields,custom_fields.date_value,custom_fields.date_value.date,custom_fields.date_value.date_time,custom_fields.display_value,custom_fields.enabled,custom_fields.enum_options,custom_fields.enum_options.color,custom_fields.enum_options.enabled,custom_fields.enum_options.name,custom_fields.enum_value,custom_fields.enum_value.color,custom_fields.enum_value.enabled,custom_fields.enum_value.name,custom_fields.is_formula_field,custom_fields.multi_enum_values,custom_fields.multi_enum_values.color,custom_fields.multi_enum_values.enabled,custom_fields.multi_enum_values.name,custom_fields.name,custom_fields.number_value,custom_fields.resource_subtype,custom_fields.text_value,custom_fields.type,default_access_level,default_view,due_date,due_on,followers,followers.name,html_notes,icon,members,members.name,minimum_access_level_for_customization,minimum_access_level_for_sharing,modified_at,name,notes,offset,owner,path,permalink_url,project_brief,public,start_on,team,team.name,uri,workspace,workspace.name", # list[str] | This endpoint returns a compact resource, which excludes some properties by default. To include those optional properties, set this query parameter to a comma-separated list of the properties you wish to include.
}
try:
# Get portfolio items
api_response = portfolios_api_instance.get_items_for_portfolio(portfolio_gid, opts)
for data in api_response:
pprint(data)
except ApiException as e:
print("Exception when calling PortfoliosApi->get_items_for_portfolio: %s\n" % e)| Name | Type | Description | Notes |
|---|---|---|---|
| portfolio_gid | str | Globally unique identifier for the portfolio. | |
| limit | int | Results per page. The number of objects to return per page. The value must be between 1 and 100. | [optional] |
| offset | str | Offset token. An offset to the next page returned by the API. A pagination request will return an offset token, which can be used as an input parameter to the next request. If an offset is not passed in, the API will return the first page of results. 'Note: You can only pass in an offset that was returned to you via a previously paginated request.' | [optional] |
| opt_fields | Dict | This endpoint returns a compact resource, which excludes some properties by default. To include those optional properties, set this query parameter to a comma-separated list of the properties you wish to include. | [optional] |
generator
- Content-Type: Not defined
- Accept: application/json; charset=UTF-8
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Get a portfolio
Returns the complete portfolio record for a single portfolio.
import asana
from asana.rest import ApiException
from pprint import pprint
configuration = asana.Configuration()
configuration.access_token = '<YOUR_ACCESS_TOKEN>'
api_client = asana.ApiClient(configuration)
# create an instance of the API class
portfolios_api_instance = asana.PortfoliosApi(api_client)
portfolio_gid = "12345" # str | Globally unique identifier for the portfolio.
opts = {
'opt_fields': "color,created_at,created_by,created_by.name,current_status_update,current_status_update.resource_subtype,current_status_update.title,custom_field_settings,custom_field_settings.custom_field,custom_field_settings.custom_field.asana_created_field,custom_field_settings.custom_field.created_by,custom_field_settings.custom_field.created_by.name,custom_field_settings.custom_field.currency_code,custom_field_settings.custom_field.custom_label,custom_field_settings.custom_field.custom_label_position,custom_field_settings.custom_field.date_value,custom_field_settings.custom_field.date_value.date,custom_field_settings.custom_field.date_value.date_time,custom_field_settings.custom_field.description,custom_field_settings.custom_field.display_value,custom_field_settings.custom_field.enabled,custom_field_settings.custom_field.enum_options,custom_field_settings.custom_field.enum_options.color,custom_field_settings.custom_field.enum_options.enabled,custom_field_settings.custom_field.enum_options.name,custom_field_settings.custom_field.enum_value,custom_field_settings.custom_field.enum_value.color,custom_field_settings.custom_field.enum_value.enabled,custom_field_settings.custom_field.enum_value.name,custom_field_settings.custom_field.format,custom_field_settings.custom_field.has_notifications_enabled,custom_field_settings.custom_field.is_formula_field,custom_field_settings.custom_field.is_global_to_workspace,custom_field_settings.custom_field.is_value_read_only,custom_field_settings.custom_field.multi_enum_values,custom_field_settings.custom_field.multi_enum_values.color,custom_field_settings.custom_field.multi_enum_values.enabled,custom_field_settings.custom_field.multi_enum_values.name,custom_field_settings.custom_field.name,custom_field_settings.custom_field.number_value,custom_field_settings.custom_field.people_value,custom_field_settings.custom_field.people_value.name,custom_field_settings.custom_field.precision,custom_field_settings.custom_field.resource_subtype,custom_field_settings.custom_field.text_value,custom_field_settings.custom_field.type,custom_field_settings.is_important,custom_field_settings.parent,custom_field_settings.parent.name,custom_field_settings.project,custom_field_settings.project.name,custom_fields,custom_fields.date_value,custom_fields.date_value.date,custom_fields.date_value.date_time,custom_fields.display_value,custom_fields.enabled,custom_fields.enum_options,custom_fields.enum_options.color,custom_fields.enum_options.enabled,custom_fields.enum_options.name,custom_fields.enum_value,custom_fields.enum_value.color,custom_fields.enum_value.enabled,custom_fields.enum_value.name,custom_fields.is_formula_field,custom_fields.multi_enum_values,custom_fields.multi_enum_values.color,custom_fields.multi_enum_values.enabled,custom_fields.multi_enum_values.name,custom_fields.name,custom_fields.number_value,custom_fields.resource_subtype,custom_fields.text_value,custom_fields.type,due_on,members,members.name,name,owner,owner.name,permalink_url,project_templates,project_templates.name,public,start_on,workspace,workspace.name", # list[str] | This endpoint returns a compact resource, which excludes some properties by default. To include those optional properties, set this query parameter to a comma-separated list of the properties you wish to include.
}
try:
# Get a portfolio
api_response = portfolios_api_instance.get_portfolio(portfolio_gid, opts)
pprint(api_response)
except ApiException as e:
print("Exception when calling PortfoliosApi->get_portfolio: %s\n" % e)| Name | Type | Description | Notes |
|---|---|---|---|
| portfolio_gid | str | Globally unique identifier for the portfolio. | |
| opt_fields | Dict | This endpoint returns a compact resource, which excludes some properties by default. To include those optional properties, set this query parameter to a comma-separated list of the properties you wish to include. | [optional] |
dict
- Content-Type: Not defined
- Accept: application/json; charset=UTF-8
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Get multiple portfolios
Returns a list of the portfolios in compact representation that are owned by the current API user.
import asana
from asana.rest import ApiException
from pprint import pprint
configuration = asana.Configuration()
configuration.access_token = '<YOUR_ACCESS_TOKEN>'
api_client = asana.ApiClient(configuration)
# create an instance of the API class
portfolios_api_instance = asana.PortfoliosApi(api_client)
workspace = "1331" # str | The workspace or organization to filter portfolios on.
opts = {
'limit': 50, # int | Results per page. The number of objects to return per page. The value must be between 1 and 100.
'offset': "eyJ0eXAiOJiKV1iQLCJhbGciOiJIUzI1NiJ9", # str | Offset token. An offset to the next page returned by the API. A pagination request will return an offset token, which can be used as an input parameter to the next request. If an offset is not passed in, the API will return the first page of results. 'Note: You can only pass in an offset that was returned to you via a previously paginated request.'
'owner': "14916", # str | The user who owns the portfolio. Currently, API users can only get a list of portfolios that they themselves own, unless the request is made from a Service Account. In the case of a Service Account, if this parameter is specified, then all portfolios owned by this parameter are returned. Otherwise, all portfolios across the workspace are returned.
'opt_fields': "color,created_at,created_by,created_by.name,current_status_update,current_status_update.resource_subtype,current_status_update.title,custom_field_settings,custom_field_settings.custom_field,custom_field_settings.custom_field.asana_created_field,custom_field_settings.custom_field.created_by,custom_field_settings.custom_field.created_by.name,custom_field_settings.custom_field.currency_code,custom_field_settings.custom_field.custom_label,custom_field_settings.custom_field.custom_label_position,custom_field_settings.custom_field.date_value,custom_field_settings.custom_field.date_value.date,custom_field_settings.custom_field.date_value.date_time,custom_field_settings.custom_field.description,custom_field_settings.custom_field.display_value,custom_field_settings.custom_field.enabled,custom_field_settings.custom_field.enum_options,custom_field_settings.custom_field.enum_options.color,custom_field_settings.custom_field.enum_options.enabled,custom_field_settings.custom_field.enum_options.name,custom_field_settings.custom_field.enum_value,custom_field_settings.custom_field.enum_value.color,custom_field_settings.custom_field.enum_value.enabled,custom_field_settings.custom_field.enum_value.name,custom_field_settings.custom_field.format,custom_field_settings.custom_field.has_notifications_enabled,custom_field_settings.custom_field.is_formula_field,custom_field_settings.custom_field.is_global_to_workspace,custom_field_settings.custom_field.is_value_read_only,custom_field_settings.custom_field.multi_enum_values,custom_field_settings.custom_field.multi_enum_values.color,custom_field_settings.custom_field.multi_enum_values.enabled,custom_field_settings.custom_field.multi_enum_values.name,custom_field_settings.custom_field.name,custom_field_settings.custom_field.number_value,custom_field_settings.custom_field.people_value,custom_field_settings.custom_field.people_value.name,custom_field_settings.custom_field.precision,custom_field_settings.custom_field.resource_subtype,custom_field_settings.custom_field.text_value,custom_field_settings.custom_field.type,custom_field_settings.is_important,custom_field_settings.parent,custom_field_settings.parent.name,custom_field_settings.project,custom_field_settings.project.name,custom_fields,custom_fields.date_value,custom_fields.date_value.date,custom_fields.date_value.date_time,custom_fields.display_value,custom_fields.enabled,custom_fields.enum_options,custom_fields.enum_options.color,custom_fields.enum_options.enabled,custom_fields.enum_options.name,custom_fields.enum_value,custom_fields.enum_value.color,custom_fields.enum_value.enabled,custom_fields.enum_value.name,custom_fields.is_formula_field,custom_fields.multi_enum_values,custom_fields.multi_enum_values.color,custom_fields.multi_enum_values.enabled,custom_fields.multi_enum_values.name,custom_fields.name,custom_fields.number_value,custom_fields.resource_subtype,custom_fields.text_value,custom_fields.type,due_on,members,members.name,name,offset,owner,owner.name,path,permalink_url,project_templates,project_templates.name,public,start_on,uri,workspace,workspace.name", # list[str] | This endpoint returns a compact resource, which excludes some properties by default. To include those optional properties, set this query parameter to a comma-separated list of the properties you wish to include.
}
try:
# Get multiple portfolios
api_response = portfolios_api_instance.get_portfolios(workspace, opts)
for data in api_response:
pprint(data)
except ApiException as e:
print("Exception when calling PortfoliosApi->get_portfolios: %s\n" % e)| Name | Type | Description | Notes |
|---|---|---|---|
| workspace | str | The workspace or organization to filter portfolios on. | |
| limit | int | Results per page. The number of objects to return per page. The value must be between 1 and 100. | [optional] |
| offset | str | Offset token. An offset to the next page returned by the API. A pagination request will return an offset token, which can be used as an input parameter to the next request. If an offset is not passed in, the API will return the first page of results. 'Note: You can only pass in an offset that was returned to you via a previously paginated request.' | [optional] |
| owner | str | The user who owns the portfolio. Currently, API users can only get a list of portfolios that they themselves own, unless the request is made from a Service Account. In the case of a Service Account, if this parameter is specified, then all portfolios owned by this parameter are returned. Otherwise, all portfolios across the workspace are returned. | [optional] |
| opt_fields | Dict | This endpoint returns a compact resource, which excludes some properties by default. To include those optional properties, set this query parameter to a comma-separated list of the properties you wish to include. | [optional] |
generator
- Content-Type: Not defined
- Accept: application/json; charset=UTF-8
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Remove a custom field from a portfolio
Removes a custom field setting from a portfolio.
import asana
from asana.rest import ApiException
from pprint import pprint
configuration = asana.Configuration()
configuration.access_token = '<YOUR_ACCESS_TOKEN>'
api_client = asana.ApiClient(configuration)
# create an instance of the API class
portfolios_api_instance = asana.PortfoliosApi(api_client)
body = {"data": {"param1": "value1", "param2": "value2",}} # dict | Information about the custom field setting being removed.
portfolio_gid = "12345" # str | Globally unique identifier for the portfolio.
try:
# Remove a custom field from a portfolio
api_response = portfolios_api_instance.remove_custom_field_setting_for_portfolio(body, portfolio_gid)
pprint(api_response)
except ApiException as e:
print("Exception when calling PortfoliosApi->remove_custom_field_setting_for_portfolio: %s\n" % e)| Name | Type | Description | Notes |
|---|---|---|---|
| body | Dict | Information about the custom field setting being removed. | |
| portfolio_gid | str | Globally unique identifier for the portfolio. |
dict
- Content-Type: application/json; charset=UTF-8
- Accept: application/json; charset=UTF-8
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Remove a portfolio item
Remove an item from a portfolio. Returns an empty data block.
import asana
from asana.rest import ApiException
from pprint import pprint
configuration = asana.Configuration()
configuration.access_token = '<YOUR_ACCESS_TOKEN>'
api_client = asana.ApiClient(configuration)
# create an instance of the API class
portfolios_api_instance = asana.PortfoliosApi(api_client)
body = {"data": {"param1": "value1", "param2": "value2",}} # dict | Information about the item being removed.
portfolio_gid = "12345" # str | Globally unique identifier for the portfolio.
try:
# Remove a portfolio item
api_response = portfolios_api_instance.remove_item_for_portfolio(body, portfolio_gid)
pprint(api_response)
except ApiException as e:
print("Exception when calling PortfoliosApi->remove_item_for_portfolio: %s\n" % e)| Name | Type | Description | Notes |
|---|---|---|---|
| body | Dict | Information about the item being removed. | |
| portfolio_gid | str | Globally unique identifier for the portfolio. |
dict
- Content-Type: application/json; charset=UTF-8
- Accept: application/json; charset=UTF-8
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Remove users from a portfolio
Removes the specified list of users from members of the portfolio. Returns the updated portfolio record.
import asana
from asana.rest import ApiException
from pprint import pprint
configuration = asana.Configuration()
configuration.access_token = '<YOUR_ACCESS_TOKEN>'
api_client = asana.ApiClient(configuration)
# create an instance of the API class
portfolios_api_instance = asana.PortfoliosApi(api_client)
body = {"data": {"param1": "value1", "param2": "value2",}} # dict | Information about the members being removed.
portfolio_gid = "12345" # str | Globally unique identifier for the portfolio.
opts = {
'opt_fields': "color,created_at,created_by,created_by.name,current_status_update,current_status_update.resource_subtype,current_status_update.title,custom_field_settings,custom_field_settings.custom_field,custom_field_settings.custom_field.asana_created_field,custom_field_settings.custom_field.created_by,custom_field_settings.custom_field.created_by.name,custom_field_settings.custom_field.currency_code,custom_field_settings.custom_field.custom_label,custom_field_settings.custom_field.custom_label_position,custom_field_settings.custom_field.date_value,custom_field_settings.custom_field.date_value.date,custom_field_settings.custom_field.date_value.date_time,custom_field_settings.custom_field.description,custom_field_settings.custom_field.display_value,custom_field_settings.custom_field.enabled,custom_field_settings.custom_field.enum_options,custom_field_settings.custom_field.enum_options.color,custom_field_settings.custom_field.enum_options.enabled,custom_field_settings.custom_field.enum_options.name,custom_field_settings.custom_field.enum_value,custom_field_settings.custom_field.enum_value.color,custom_field_settings.custom_field.enum_value.enabled,custom_field_settings.custom_field.enum_value.name,custom_field_settings.custom_field.format,custom_field_settings.custom_field.has_notifications_enabled,custom_field_settings.custom_field.is_formula_field,custom_field_settings.custom_field.is_global_to_workspace,custom_field_settings.custom_field.is_value_read_only,custom_field_settings.custom_field.multi_enum_values,custom_field_settings.custom_field.multi_enum_values.color,custom_field_settings.custom_field.multi_enum_values.enabled,custom_field_settings.custom_field.multi_enum_values.name,custom_field_settings.custom_field.name,custom_field_settings.custom_field.number_value,custom_field_settings.custom_field.people_value,custom_field_settings.custom_field.people_value.name,custom_field_settings.custom_field.precision,custom_field_settings.custom_field.resource_subtype,custom_field_settings.custom_field.text_value,custom_field_settings.custom_field.type,custom_field_settings.is_important,custom_field_settings.parent,custom_field_settings.parent.name,custom_field_settings.project,custom_field_settings.project.name,custom_fields,custom_fields.date_value,custom_fields.date_value.date,custom_fields.date_value.date_time,custom_fields.display_value,custom_fields.enabled,custom_fields.enum_options,custom_fields.enum_options.color,custom_fields.enum_options.enabled,custom_fields.enum_options.name,custom_fields.enum_value,custom_fields.enum_value.color,custom_fields.enum_value.enabled,custom_fields.enum_value.name,custom_fields.is_formula_field,custom_fields.multi_enum_values,custom_fields.multi_enum_values.color,custom_fields.multi_enum_values.enabled,custom_fields.multi_enum_values.name,custom_fields.name,custom_fields.number_value,custom_fields.resource_subtype,custom_fields.text_value,custom_fields.type,due_on,members,members.name,name,owner,owner.name,permalink_url,project_templates,project_templates.name,public,start_on,workspace,workspace.name", # list[str] | This endpoint returns a compact resource, which excludes some properties by default. To include those optional properties, set this query parameter to a comma-separated list of the properties you wish to include.
}
try:
# Remove users from a portfolio
api_response = portfolios_api_instance.remove_members_for_portfolio(body, portfolio_gid, opts)
pprint(api_response)
except ApiException as e:
print("Exception when calling PortfoliosApi->remove_members_for_portfolio: %s\n" % e)| Name | Type | Description | Notes |
|---|---|---|---|
| body | Dict | Information about the members being removed. | |
| portfolio_gid | str | Globally unique identifier for the portfolio. | |
| opt_fields | Dict | This endpoint returns a compact resource, which excludes some properties by default. To include those optional properties, set this query parameter to a comma-separated list of the properties you wish to include. | [optional] |
dict
- Content-Type: application/json; charset=UTF-8
- Accept: application/json; charset=UTF-8
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Update a portfolio
An existing portfolio can be updated by making a PUT request on the URL for that portfolio. Only the fields provided in the data block will be updated; any unspecified fields will remain unchanged. Returns the complete updated portfolio record.
import asana
from asana.rest import ApiException
from pprint import pprint
configuration = asana.Configuration()
configuration.access_token = '<YOUR_ACCESS_TOKEN>'
api_client = asana.ApiClient(configuration)
# create an instance of the API class
portfolios_api_instance = asana.PortfoliosApi(api_client)
body = {"data": {"param1": "value1", "param2": "value2",}} # dict | The updated fields for the portfolio.
portfolio_gid = "12345" # str | Globally unique identifier for the portfolio.
opts = {
'opt_fields': "color,created_at,created_by,created_by.name,current_status_update,current_status_update.resource_subtype,current_status_update.title,custom_field_settings,custom_field_settings.custom_field,custom_field_settings.custom_field.asana_created_field,custom_field_settings.custom_field.created_by,custom_field_settings.custom_field.created_by.name,custom_field_settings.custom_field.currency_code,custom_field_settings.custom_field.custom_label,custom_field_settings.custom_field.custom_label_position,custom_field_settings.custom_field.date_value,custom_field_settings.custom_field.date_value.date,custom_field_settings.custom_field.date_value.date_time,custom_field_settings.custom_field.description,custom_field_settings.custom_field.display_value,custom_field_settings.custom_field.enabled,custom_field_settings.custom_field.enum_options,custom_field_settings.custom_field.enum_options.color,custom_field_settings.custom_field.enum_options.enabled,custom_field_settings.custom_field.enum_options.name,custom_field_settings.custom_field.enum_value,custom_field_settings.custom_field.enum_value.color,custom_field_settings.custom_field.enum_value.enabled,custom_field_settings.custom_field.enum_value.name,custom_field_settings.custom_field.format,custom_field_settings.custom_field.has_notifications_enabled,custom_field_settings.custom_field.is_formula_field,custom_field_settings.custom_field.is_global_to_workspace,custom_field_settings.custom_field.is_value_read_only,custom_field_settings.custom_field.multi_enum_values,custom_field_settings.custom_field.multi_enum_values.color,custom_field_settings.custom_field.multi_enum_values.enabled,custom_field_settings.custom_field.multi_enum_values.name,custom_field_settings.custom_field.name,custom_field_settings.custom_field.number_value,custom_field_settings.custom_field.people_value,custom_field_settings.custom_field.people_value.name,custom_field_settings.custom_field.precision,custom_field_settings.custom_field.resource_subtype,custom_field_settings.custom_field.text_value,custom_field_settings.custom_field.type,custom_field_settings.is_important,custom_field_settings.parent,custom_field_settings.parent.name,custom_field_settings.project,custom_field_settings.project.name,custom_fields,custom_fields.date_value,custom_fields.date_value.date,custom_fields.date_value.date_time,custom_fields.display_value,custom_fields.enabled,custom_fields.enum_options,custom_fields.enum_options.color,custom_fields.enum_options.enabled,custom_fields.enum_options.name,custom_fields.enum_value,custom_fields.enum_value.color,custom_fields.enum_value.enabled,custom_fields.enum_value.name,custom_fields.is_formula_field,custom_fields.multi_enum_values,custom_fields.multi_enum_values.color,custom_fields.multi_enum_values.enabled,custom_fields.multi_enum_values.name,custom_fields.name,custom_fields.number_value,custom_fields.resource_subtype,custom_fields.text_value,custom_fields.type,due_on,members,members.name,name,owner,owner.name,permalink_url,project_templates,project_templates.name,public,start_on,workspace,workspace.name", # list[str] | This endpoint returns a compact resource, which excludes some properties by default. To include those optional properties, set this query parameter to a comma-separated list of the properties you wish to include.
}
try:
# Update a portfolio
api_response = portfolios_api_instance.update_portfolio(body, portfolio_gid, opts)
pprint(api_response)
except ApiException as e:
print("Exception when calling PortfoliosApi->update_portfolio: %s\n" % e)| Name | Type | Description | Notes |
|---|---|---|---|
| body | Dict | The updated fields for the portfolio. | |
| portfolio_gid | str | Globally unique identifier for the portfolio. | |
| opt_fields | Dict | This endpoint returns a compact resource, which excludes some properties by default. To include those optional properties, set this query parameter to a comma-separated list of the properties you wish to include. | [optional] |
dict
- Content-Type: application/json; charset=UTF-8
- Accept: application/json; charset=UTF-8