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documentshadowdynamicselectionv2.md

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uid title description keywords so.generated so.topic so.envir
DocumentShadowDynamicSelectionV2
DocumentShadowDynamicSelectionV2
Document shadow selection archive with OR-able selection groups. Each group is represented with the <see cref="T -SuperOffice.CRM.ArchiveLists.Archive.DocumentShadowSelectionDynamicProviderSingleCriteriaGroup" />.
DocumentShadowDynamicSelectionV2 archive provider
true
reference
onsite, online

"DocumentShadowDynamicSelectionV2"

This provider name is implemented by the class SuperOffice.CRM.ArchiveLists.Archive.DocumentShadowSelectionDynamicProviderV2 inside NetServer's SODatabase assembly.

Document shadow selection archive with OR-able selection groups. Each group is represented with the .

Supported Entities

Name Description
"document" Document

Supported Columns

Name Restriction Description OrderBy
selectionId int Selection ID: The database ID of the selection
rowKind None Icon indicating whether the row comes from a static or a dynamic selection
getAllRows bool GetAll: Get all rows of archive - use with care, you may be fetching the whole database
getNoRows bool GetNone: Do not get any rows from the archive
completed bool Completed: Displays a checkbox showing if an appointment is completed x
icon listAny Category: Displays the icon for an activity type x
date date Date: Displays start date of a follow-up / sale date of a sale x
time None Time: Time
type listAny Type: Displays the type of an activity x
recordType string Record type : Shows the record type x
text positiveString Text: Displays a descriptive text for the item x
associateId associate ID: Displays the login ID of the associate who owns the activity. x
contactId listAny Company ID: Database ID of company x
personId listAny Contact ID: Database ID of the contact row x
projectId listAny Project ID: Database ID of project record x
saleId int Sale ID: The database ID of the sale record x
userGroup userGroup User group : The user group that owns the record x
who None Who: Contact and/or company
updatedBy associate Updated by: The user who last updated the data x
updatedByFullName associate Updated by - Full name: The user who last updated the data x
updatedDate date Updated: The date/time the data was last updated in UTC. x
registeredBy associate Registered by: The user who registered the data x
registeredByFullName associate Registered by - Full name: The user who registered the data x
registeredDate date Registered date: The date/time the data was registered in UTC. x
documentId int Document ID: Database ID of document record x
keywords string Keywords x
ourref string Our ref. x
yourref string Your ref. x
attention string Salutation x
subject string Subject x
name string File name x
mailMergeDraft bool Mail merge draft : Indicates whether the document is a mail merge template x
snum int Document number: Serial number of document. It can be generated by the number allocation system for a dedicated document template. x
isReport bool Report: Is this document a saved report run?
suggestedDocumentId int Document ID (suggestion: The database ID of a document that originates in a suggestion x
isMail bool E-mail
recordTypeText None Activity type: The type of the activity (appointment, phone call, etc) x
visibleFor listAny Visible for
documentPublish/isPublished bool Published: Displays an icon indicating if the project or sale has been published x
documentPublish/publishedFrom date From date: Start date for publishing. The record will not be visible prior to this date x
documentPublish/publishedTo date To date: End date for publishing. The record will not be visible after this date x
documentPublish/publishedBy None Published by: Published by
person/personId int DB ID: Displays the database ID of a contact x
person/firstName string First name: Displays the contact's first name x
person/lastName string Last name: Displays the contact's last name x
person/middleName string Middle name: Displays the contact's middle name. x
person/fullName stringorPK Contact: Displays the contact to which an item is linked x
person/contactId int Company ID: Database ID of company x
person/hasInfoText bool Has note: Displays an icon indicating if there is additional information available about the contact x
person/hasInterests bool Has interests: Displays an Icon indicating if the contact has active interests x
person/personHasInterests bool Has interests: Displays an Icon indicating if the contact has active interests x
person/mrMrs string Mr/Ms: Displays whether the contact is addressed as Mr or Ms x
person/position listAny Position x
person/personNumber string Number: Displays the contact's number x
person/title string Title: Displays the contact's job title x
person/personCountry listAny Country: Country x
person/personCountryId int Country ID: Country ID x
person/personNoMail bool No Mailings: Displays the contact's No Mailings checkbox x
person/rank int Rank: Displays a contact's current rank x
person/birthdate None Birthdate: Displays the contact's date of birth
person/associateType None User type: Displays an icon indicating if a contact is an associate or external contact with log-in rights and currently online. This information is updated only once while the archive is loading.
person/useAsMailingAddress bool Use as postal address: Use as postal address x
person/personSource listAny Source: Source (Contact) x
person/retired bool Former employee: Indicates whether the contact has retired/left the company x
person/birthYear int Birth year: Displays contact's birth year x
person/birthMonth int Birth month: Displays contact's birth month x
person/birthDay int Birth day: Displays contact's birth day (day of month) x
person/kanaFirstName string First name, kana: Contact's first name, in kana alphabet x
person/kanaLastName string Last name, kana: Contact's last name, in kana alphabet x
person/personUpdatedBy associate Updated by: The user who last updated the data x
person/personUpdatedByFullName associate Updated by - Full name: The user who last updated the data x
person/personUpdatedDate date Updated: The date/time the data was last updated in UTC. x
person/personRegisteredBy associate Registered by: The user who registered the data x
person/personRegisteredByFullName associate Registered by - Full name: The user who registered the data x
person/personRegisteredDate date Registered date: The date/time the data was registered in UTC. x
person/portraitThumbnail None Person image: Person image
person/personActiveErpLinks bool ERP connected: Is there an active ERP Sync? x
person/ticketPriority listAny Service priority: Default service priority for this contact x
person/supportLanguage listAny Preferred language: Preferred language used for reply templates and more x
person/supportAssociate associate Our service contact: Default service contact for this contact x
person/supportAssociateFullName associate Our service contact - Full name: Default service contact for this contact x
person/personAssociateId associate Our contact: Displays our contact x
person/personAssociateFullName associate Our contact - Full name: Displays our contact x
person/personCategory listAny Category x
person/personBusiness listAny Business x
person/personDeletedDate datetime Deleted date: Deleted date
person/hasCompany bool Has company: The contact is associated with a company x
person/isProjectMember bool Is project member: This person is a project member x
person/isStakeholder bool Is stakeholder: This person is a sale stakeholder x
person/phone/formattedNumber string Phone : Displays phone number
person/personDirectPhone/formattedNumber string Direct - Phone: Displays phone number
person/personDirectPhone/description string Direct - Description: Phone number description x
person/personMobilePhone/formattedNumber string Mobile - Phone: Displays phone number
person/personMobilePhone/description string Mobile - Description: Phone number description x
person/personPrivate/formattedNumber string Private - Phone: Displays phone number
person/personPrivate/description string Private - Description: Phone number description x
person/personPager/formattedNumber string Other - Phone: Displays phone number
person/personPager/description string Other - Description: Phone number description x
person/personDirectFax/formattedNumber string Fax - Phone: Displays phone number

Supported Columns (cont.)

Name Restriction Description OrderBy
person/personDirectFax/description string Fax - Description: Phone number description x
person/searchPhone/formattedNumber string Phone : Displays phone number
person/searchPhone/description string Description: Phone number description x
person/personInfo/textId int Text ID x
person/personInfo/infoText positiveString Information: Displays the text entered in the description field x
person/email/emailProtocol string Protocol: E-mail protocol, such as SMTP x
person/email/emailAddress string E-mail x
person/email/emailDescription string Description x
person/email/emailId int ID x
person/email/emailLastSent datetime Last sent: The date and time an e-mail was last sent to this address x
person/email/emailBounceCount int Bounce count: Bounce count for this e-mail address x
person/email/emailLastBounce datetime Last bounce: Date and time for last bounce to this e-mail address x
person/email/emailHasBounced bool Has bounced: This checkbox is active if delivery to this e-mail address has failed. x
person/personUrl/URLAddress string URL x
person/personUrl/URLDescription string Description x
person/personAddress/addressId int Contact address - Address ID: Database ID for the address record x
person/personAddress/line1 string Contact address - Address 1: First line of the address x
person/personAddress/line2 string Contact address - Address 2: Second line of the address x
person/personAddress/line3 string Contact address - Address 3: Third line of the address x
person/personAddress/county string Contact address - County: This criterion corresponds to the County field on the Company card. It will only be visible if required by a country's address format. x
person/personAddress/city string Contact address - City: This criterion corresponds to the City field on the Company card. x
person/personAddress/zip string Contact address - Postcode: This criterion corresponds to the Zip Code field on the Company card. x
person/personAddress/state string Contact address - State: This criterion corresponds to the State field on the Company card. \It will only be visible if required by a country's address format. x
person/personAddress/wgs84latitude decimal Contact address - Latitude: Latitude x
person/personAddress/wgs84longitude decimal Contact address - Longitude: Longitude x
person/personAddress/formattedAddress None Contact address - {formattedAddress}: {formattedAddress}
person/personAddress/formattedMultiLineAddress None Contact address - {formattedAddress}: {formattedAddress}
person/restrictionAddress/addressId int Search address - Address ID: Database ID for the address record x
person/restrictionAddress/line1 string Search address - Address 1: First line of the address x
person/restrictionAddress/line2 string Search address - Address 2: Second line of the address x
person/restrictionAddress/line3 string Search address - Address 3: Third line of the address x
person/restrictionAddress/county string Search address - County: This criterion corresponds to the County field on the Company card. It will only be visible if required by a country's address format. x
person/restrictionAddress/city string Search address - City: This criterion corresponds to the City field on the Company card. x
person/restrictionAddress/zip string Search address - Postcode: This criterion corresponds to the Zip Code field on the Company card. x
person/restrictionAddress/state string Search address - State: This criterion corresponds to the State field on the Company card. \It will only be visible if required by a country's address format. x
person/restrictionAddress/wgs84latitude decimal Search address - Latitude: Latitude x
person/restrictionAddress/wgs84longitude decimal Search address - Longitude: Longitude x
person/restrictionAddress/formattedAddress None Search address - {formattedAddress}: {formattedAddress}
person/restrictionAddress/formattedMultiLineAddress None Search address - {formattedAddress}: {formattedAddress}
person/personInterestIds listInterest Contact interest: This criterion corresponds to a contact's interests. It is available via the Contact dialog's Interests tab.
person/personUdef/SuperOffice:1 string contactshorttext: tooltipshorttext x
person/personUdef/SuperOffice:2 string contactlongtext: tooltiplongtext x
person/personUdef/SuperOffice:3 int contactnumber x
person/personUdef/SuperOffice:4 date contactdate x
person/personUdef/SuperOffice:5 unlimitedDate contactunlimiteddate: tooltipunlimiteddate x
person/personUdef/SuperOffice:6 bool contactcheckbox x
person/personUdef/SuperOffice:7 listAny contactdropdownlistbox x
person/personUdef/SuperOffice:8 decimal contactdecimal x
person/personUdef/SuperOffice:9 string page1saleonly x
person/personUdef/SuperOffice:10 string page1marketingonly x
person/personUdef/SuperOffice:11 string page1adminonly x
person/personExtra/x_person_integer int Extra Integer: Custom person integer x
person/personExtra/x_person_hidden_integer int Extra hidden integer: Custom integer field that is hidden x
person/personExtra/x_person_float decimal Extra float: Custom float field x
person/personExtra/x_person_longtext string Extra Long Text: Custom long text field on person, keep HTML tags. Simple input, not text area. Default value = 'Hello there' x
person/personExtra/x_person_date date Extra date: Custom date field on person. Default value = 28.03.2019 x
person/personExtra/x_person_datetime datetime Extra DateTime: Custom person date and time field. No default x
person/personExtra/x_person_time None Extra time: Custom time field on person. Current time as default x
person/personExtra/x_person_boolean bool Extra Boolean: Custom boolean field on person. Default checked x
person/personExtra/x_person_timespan timeSpan Extra timespan: Custom timespan on person. Minutes only in 15 units x
person/personExtra/x_person_shorttext string Extra short text: Custom short text on person. With index. Do not keep HTML tags x
person/personExtra/x_person_shorttext_list listAny Extra short dropdown: Custom Short text dropdown field on person: black, white, transparent x
person/personExtra/x_person_user_relation associate Extra user relation: Custom person-user relation field x
person/personExtra/x_person_category_relation listAny Extra category relation: Custom person-category relation x
person/personExtra/x_person_priority_relation listAny Extra priority relation: Custom person-priority relation x
person/personExtra/x_person_request_relation stringorPK Extra request relation: Request relation on contact x
person/personExtra/x_person_appointment_relation stringorPK Extra appointment relation: Appointment relation on person x
person/personExtra/x_person_contact_relation stringorPK Extra company relation: Company relation on contact x
person/personExtra/y_rental/id int Rental - id: Displays the row's primary key (y_rental) x
person/personExtra/y_rental/x_start date Rental - Start rental x
person/personExtra/y_rental/x_end date Rental - End x
person/personExtra/y_rental/x_amount int Rental - Amount: Number to rent. Default = 1 x
person/personExtra/y_rental/x_contact stringorPK Rental - Renter: Company that rents equipment x
person/personExtra/y_rental/y_equipment/x_name string Rental - Equipment - Name: Equpment name custom field. Cannot be null., show in table x
person/personExtra/y_car/id int Car - id: Displays the row's primary key (y_car) x
person/personAssociate/firstName string First name: Displays the contact's first name x
person/personAssociate/lastName string Last name: Displays the contact's last name x
person/personAssociate/middleName string Middle Name : Displays the contact's middle name. x
person/personAssociate/fullName string Full name: Displays full name of user (first, middle, last - according to settings) x
person/personAssociate/contactId int Company ID: Database ID of the company the user belongs to
person/personAssociate/personId int Contact ID: Database ID of the contact row
person/personAssociate/mrMrs string Mr/Ms: Displays whether the contact is addressed as Mr or Ms x
person/personAssociate/title string Title: Displays whether the contact is addressed as Mr or Ms x
person/personAssociate/associateDbId associate ID x
person/personAssociate/contactName string Owning company: Name of the company the user belongs to x
person/personAssociate/contactDepartment string Owning department: Name of the department at the company the user belongs to x
person/personAssociate/usergroup userGroup Primary group: The user's primary user group x
person/personAssociate/contactFullName string Owner: Name and department of the company the user belongs to x
person/personAssociate/contactCategory listAny Category: Category x
person/personAssociate/role listAny Role : Role x
person/personAssociate/assocName associate User ID : User ID x
person/personAssociate/assocTooltip string Description : Description
person/personAssociate/assocType listAny Type: Type of user: associate, external user, system user, anonymous account x
person/personAssociate/ejUserId int Service user ID: The database ID of a Service user
person/personAssociate/simultaneousEjUser bool Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded
person/personAssociate/ejDisplayName string Nick name: User's nick name in Service x
person/personAssociate/ejStatus int Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only
person/personAssociate/credentialType None Auth. type: What type of credentials to use when this user logs in x
person/personAssociate/credentialDisplayValue None Auth. value: Credential value (public, visible part) to be used when this user logs in x
person/personAssociate/isActive bool Active: Is this user active, and should be able to log in? x

Supported Columns (cont.)

Name Restriction Description OrderBy
person/personAssociate/isActiveText bool Active status: Is this user active, and should be able to log in? x
person/personAssociate/portraitThumbnail None Person image: Person image
person/personAssociate/otherGroups userGroup Other groups: Other groups
person/personAssociate/userName string User name: User name x
person/personAssociate/personEmail string E-mail x
person/personAssociate/locationAddress string Location: Location x
person/correspondingAssociate/firstName string First name: Displays the contact's first name x
person/correspondingAssociate/lastName string Last name: Displays the contact's last name x
person/correspondingAssociate/middleName string Middle Name : Displays the contact's middle name. x
person/correspondingAssociate/fullName string Full name: Displays full name of user (first, middle, last - according to settings) x
person/correspondingAssociate/contactId int Company ID: Database ID of the company the user belongs to
person/correspondingAssociate/personId int Contact ID: Database ID of the contact row
person/correspondingAssociate/mrMrs string Mr/Ms: Displays whether the contact is addressed as Mr or Ms x
person/correspondingAssociate/title string Title: Displays whether the contact is addressed as Mr or Ms x
person/correspondingAssociate/associateDbId associate ID x
person/correspondingAssociate/contactName string Owning company: Name of the company the user belongs to x
person/correspondingAssociate/contactDepartment string Owning department: Name of the department at the company the user belongs to x
person/correspondingAssociate/usergroup userGroup Primary group: The user's primary user group x
person/correspondingAssociate/contactFullName string Owner: Name and department of the company the user belongs to x
person/correspondingAssociate/contactCategory listAny Category: Category x
person/correspondingAssociate/role listAny Role : Role x
person/correspondingAssociate/assocName associate User ID : User ID x
person/correspondingAssociate/assocTooltip string Description : Description
person/correspondingAssociate/assocType listAny Type: Type of user: associate, external user, system user, anonymous account x
person/correspondingAssociate/ejUserId int Service user ID: The database ID of a Service user
person/correspondingAssociate/simultaneousEjUser bool Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded
person/correspondingAssociate/ejDisplayName string Nick name: User's nick name in Service x
person/correspondingAssociate/ejStatus int Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only
person/correspondingAssociate/credentialType None Auth. type: What type of credentials to use when this user logs in x
person/correspondingAssociate/credentialDisplayValue None Auth. value: Credential value (public, visible part) to be used when this user logs in x
person/correspondingAssociate/isActive bool Active: Is this user active, and should be able to log in? x
person/correspondingAssociate/isActiveText bool Active status: Is this user active, and should be able to log in? x
person/correspondingAssociate/portraitThumbnail None Person image: Person image
person/correspondingAssociate/otherGroups userGroup Other groups: Other groups
person/correspondingAssociate/userName string User name: User name x
person/correspondingAssociate/personEmail string E-mail x
person/correspondingAssociate/locationAddress string Location: Location x
person/isMailingRecipient bool Is mailing recipient: isMailingRecipient x
person/hasStoreConsent bool Consent - Sales and service: The purpose to store data about this contact is to sell to and/or provide services to this contact. This purpose is usually used when storing contacts who are defined as potential or existing customers.
person/withdrawnStoreConsent bool Consent is withdrawn - Sales and service: The purpose to store data about this contact is to sell to and/or provide services to this contact. This purpose is usually used when storing contacts who are defined as potential or existing customers.
person/hasEmarketingConsent bool Consent - E-marketing: The purpose is to gain the explicit consent to communicate electronically (bulk e-mail) on topics related to our products and services. This might include newsletters, invitations and product-related content. The subscription system is used to refine the individual marketing choices this contact makes.
person/withdrawnEmarketingConsent bool Consent is withdrawn - E-marketing: The purpose is to gain the explicit consent to communicate electronically (bulk e-mail) on topics related to our products and services. This might include newsletters, invitations and product-related content. The subscription system is used to refine the individual marketing choices this contact makes.
person/subscription listAny Subscription: Subscription for marketing x
person/legalBaseStore listAny Legal basis - Sales and service: The purpose to store data about this contact is to sell to and/or provide services to this contact. This purpose is usually used when storing contacts who are defined as potential or existing customers. x
person/legalBaseEmarketing listAny Legal basis - E-marketing: The purpose is to gain the explicit consent to communicate electronically (bulk e-mail) on topics related to our products and services. This might include newsletters, invitations and product-related content. The subscription system is used to refine the individual marketing choices this contact makes. x
person/consentSourceStore listAny Source - Sales and service: The purpose to store data about this contact is to sell to and/or provide services to this contact. This purpose is usually used when storing contacts who are defined as potential or existing customers. x
person/consentSourceEmarketing listAny Source - E-marketing: The purpose is to gain the explicit consent to communicate electronically (bulk e-mail) on topics related to our products and services. This might include newsletters, invitations and product-related content. The subscription system is used to refine the individual marketing choices this contact makes. x
contact/contactId int Company ID: Database ID of company x
contact/name stringorPK Company name x
contact/department string Department x
contact/nameDepartment None Company: Displays the company an activity is linked to x
contact/hasInfoText bool Has note: Displays an icon indicating if there is additional information available about the contact x
contact/hasInterests bool Has interests: Displays an Icon indicating if the contact has active interests x
contact/associateId associate Our contact: Displays our contact x
contact/category listAny Category x
contact/business listAny Business x
contact/country listAny Country: This criterion corresponds to the Country field on the Company card. x
contact/countryId int Country ID: Country ID x
contact/number string Number x
contact/code string Code x
contact/orgnr string VAT No. x
contact/stop bool Stop x
contact/contactNoMail bool No mailings (company x
contact/updatedBy associate Updated by: The user who last updated the data x
contact/updatedByFullName associate Updated by - Full name: The user who last updated the data x
contact/updatedDate date Updated: The date/time the data was last updated in UTC. x
contact/registeredBy associate Registered by: The user who registered the data x
contact/registeredByFullName associate Registered by - Full name: The user who registered the data x
contact/registeredDate date Registered date: The date/time the data was registered in UTC. x
contact/contactSource listAny Source: Source (Company) x
contact/contactDeleted bool Deleted: Deleted x
contact/phone/formattedNumber string Phone : Displays phone number
contact/activeErpLinks bool ERP connected: Is there an active ERP Sync? x
contact/deletedDate datetime Deleted date: Deleted date
contact/mainContact None Main contact: Main contact for this company x
contact/contactPhone/formattedNumber string Telephone - Phone: Displays phone number
contact/contactPhone/description string Telephone - Description: Phone number description x
contact/contactFax/formattedNumber string Fax - Phone: Displays phone number
contact/contactFax/description string Fax - Description: Phone number description x
contact/searchPhone/formattedNumber string Searchphone - Phone: Displays phone number
contact/searchPhone/description string Searchphone - Description: Phone number description x
contact/email/emailProtocol string Protocol: E-mail protocol, such as SMTP x
contact/email/emailAddress string E-mail x
contact/email/emailDescription string Description x
contact/email/emailId int ID x
contact/email/emailLastSent datetime Last sent: The date and time an e-mail was last sent to this address x
contact/email/emailBounceCount int Bounce count: Bounce count for this e-mail address x
contact/email/emailLastBounce datetime Last bounce: Date and time for last bounce to this e-mail address x
contact/email/emailHasBounced bool Has bounced: This checkbox is active if delivery to this e-mail address has failed. x
contact/postAddress/addressId int Postal address - Address ID: Database ID for the address record x
contact/postAddress/line1 string Postal address - Address 1: First line of the address x
contact/postAddress/line2 string Postal address - Address 2: Second line of the address x
contact/postAddress/line3 string Postal address - Address 3: Third line of the address x
contact/postAddress/county string Postal address - County: This criterion corresponds to the County field on the Company card. It will only be visible if required by a country's address format. x
contact/postAddress/city string Postal address - City: This criterion corresponds to the City field on the Company card. x
contact/postAddress/zip string Postal address - Postcode: This criterion corresponds to the Zip Code field on the Company card. x
contact/postAddress/state string Postal address - State: This criterion corresponds to the State field on the Company card. \It will only be visible if required by a country's address format. x
contact/postAddress/wgs84latitude decimal Postal address - Latitude: Latitude x
contact/postAddress/wgs84longitude decimal Postal address - Longitude: Longitude x
contact/postAddress/formattedAddress None Postal address - {formattedAddress}: {formattedAddress}

Supported Columns (cont.)

Name Restriction Description OrderBy
contact/postAddress/formattedMultiLineAddress None Postal address - {formattedAddress}: {formattedAddress}
contact/streetAddress/addressId int Street address - Address ID: Database ID for the address record x
contact/streetAddress/line1 string Street address - Address 1: First line of the address x
contact/streetAddress/line2 string Street address - Address 2: Second line of the address x
contact/streetAddress/line3 string Street address - Address 3: Third line of the address x
contact/streetAddress/county string Street address - County: This criterion corresponds to the County field on the Company card. It will only be visible if required by a country's address format. x
contact/streetAddress/city string Street address - City: This criterion corresponds to the City field on the Company card. x
contact/streetAddress/zip string Street address - Postcode: This criterion corresponds to the Zip Code field on the Company card. x
contact/streetAddress/state string Street address - State: This criterion corresponds to the State field on the Company card. \It will only be visible if required by a country's address format. x
contact/streetAddress/wgs84latitude decimal Street address - Latitude: Latitude x
contact/streetAddress/wgs84longitude decimal Street address - Longitude: Longitude x
contact/streetAddress/formattedAddress None Street address - {formattedAddress}: {formattedAddress}
contact/streetAddress/formattedMultiLineAddress None Street address - {formattedAddress}: {formattedAddress}
contact/restrictionAddress/addressId int Search address - Address ID: Database ID for the address record x
contact/restrictionAddress/line1 string Search address - Address 1: First line of the address x
contact/restrictionAddress/line2 string Search address - Address 2: Second line of the address x
contact/restrictionAddress/line3 string Search address - Address 3: Third line of the address x
contact/restrictionAddress/county string Search address - County: This criterion corresponds to the County field on the Company card. It will only be visible if required by a country's address format. x
contact/restrictionAddress/city string Search address - City: This criterion corresponds to the City field on the Company card. x
contact/restrictionAddress/zip string Search address - Postcode: This criterion corresponds to the Zip Code field on the Company card. x
contact/restrictionAddress/state string Search address - State: This criterion corresponds to the State field on the Company card. \It will only be visible if required by a country's address format. x
contact/restrictionAddress/wgs84latitude decimal Search address - Latitude: Latitude x
contact/restrictionAddress/wgs84longitude decimal Search address - Longitude: Longitude x
contact/restrictionAddress/formattedAddress None Search address - {formattedAddress}: {formattedAddress}
contact/restrictionAddress/formattedMultiLineAddress None Search address - {formattedAddress}: {formattedAddress}
contact/url/URLAddress string URL x
contact/url/URLDescription string Description x
contact/contactAssociate/firstName string First name: Displays the contact's first name x
contact/contactAssociate/lastName string Last name: Displays the contact's last name x
contact/contactAssociate/middleName string Middle Name : Displays the contact's middle name. x
contact/contactAssociate/fullName string Full name: Displays full name of user (first, middle, last - according to settings) x
contact/contactAssociate/contactId int Company ID: Database ID of the company the user belongs to
contact/contactAssociate/personId int Contact ID: Database ID of the contact row
contact/contactAssociate/mrMrs string Mr/Ms: Displays whether the contact is addressed as Mr or Ms x
contact/contactAssociate/title string Title: Displays whether the contact is addressed as Mr or Ms x
contact/contactAssociate/associateDbId associate ID x
contact/contactAssociate/contactName string Owning company: Name of the company the user belongs to x
contact/contactAssociate/contactDepartment string Owning department: Name of the department at the company the user belongs to x
contact/contactAssociate/usergroup userGroup Primary group: The user's primary user group x
contact/contactAssociate/contactFullName string Owner: Name and department of the company the user belongs to x
contact/contactAssociate/contactCategory listAny Category: Category x
contact/contactAssociate/role listAny Role : Role x
contact/contactAssociate/assocName associate User ID : User ID x
contact/contactAssociate/assocTooltip string Description : Description
contact/contactAssociate/assocType listAny Type: Type of user: associate, external user, system user, anonymous account x
contact/contactAssociate/ejUserId int Service user ID: The database ID of a Service user
contact/contactAssociate/simultaneousEjUser bool Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded
contact/contactAssociate/ejDisplayName string Nick name: User's nick name in Service x
contact/contactAssociate/ejStatus int Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only
contact/contactAssociate/credentialType None Auth. type: What type of credentials to use when this user logs in x
contact/contactAssociate/credentialDisplayValue None Auth. value: Credential value (public, visible part) to be used when this user logs in x
contact/contactAssociate/isActive bool Active: Is this user active, and should be able to log in? x
contact/contactAssociate/isActiveText bool Active status: Is this user active, and should be able to log in? x
contact/contactAssociate/portraitThumbnail None Person image: Person image
contact/contactAssociate/otherGroups userGroup Other groups: Other groups
contact/contactAssociate/userName string User name: User name x
contact/contactAssociate/personEmail string E-mail x
contact/contactAssociate/locationAddress string Location: Location x
contact/contactInterestIds listInterest Company Interest: This criterion corresponds to the Interests tab on the Company card.
contact/contactUdef/SuperOffice:1 string companyshorttext: tooltipshorttext x
contact/contactUdef/SuperOffice:2 string companylongtext: tooltiplongtext x
contact/contactUdef/SuperOffice:3 int companynumber x
contact/contactUdef/SuperOffice:4 date companydate x
contact/contactUdef/SuperOffice:5 unlimitedDate companyunlimiteddate: tooltipunlimiteddate x
contact/contactUdef/SuperOffice:6 bool companycheckbox x
contact/contactUdef/SuperOffice:7 listAny companydropdownlistbox x
contact/contactUdef/SuperOffice:8 decimal companydecimal x
contact/contactUdef/SuperOffice:9 string page1saleonly x
contact/contactUdef/SuperOffice:10 string page1marketingonly x
contact/contactUdef/SuperOffice:11 string page1adminonly x
contact/contactUdef/SuperOffice:12 listAny Udlist one: Static tooltip for udlist one x
contact/contactUdef/SuperOffice:13 listAny Udlist two: Static tooltip for udlist two x
contact/contactExtra/x_contact_integer int Extra Integer: Custom integer field x
contact/contactExtra/x_contact_hidden_integer int Extra hidden integer: Custom integer field - hidden x
contact/contactExtra/x_contact_default_integer int Extra Default Integer: Custom integer field with default value 123. x
contact/contactExtra/x_contact_float decimal Extra Float: Custom float field with 3 decimals x
contact/contactExtra/x_contact_longtext string Extra LongText: Custom long text field. DO not keep HTML. 3 Line text area editor x
contact/contactExtra/x_contact_dropdown listAny Extra Long Dropdown: Custom long text field with dropdown: Volvo, Saab, etc. x
contact/contactExtra/x_contact_date date Extra date: Custom date field. User current as default. x
contact/contactExtra/x_contact_datetime datetime Extra DateTime: Custom Date Time field. No default value. External x
contact/contactExtra/x_contact_time None Extra time: Custom time field. x
contact/contactExtra/x_contact_boolean bool Extra boolean: Custom boolean field. x
contact/contactExtra/x_contact_timespan timeSpan Extra timespan: Custom timespan field. Hours and minutes in 10 units x
contact/contactExtra/x_contact_shorttext string Extra short text: Custom short text field. Keep HTML tags. x
contact/contactExtra/x_contact_short_dropdown listAny Extra short dropdown: Custom short text with dropdown list. Red, Green or Blue or Purple. External. x
contact/contactExtra/x_contact_contact_relation stringorPK Extra Company: Custom company relation. Do not show one-to-many relations. Show function buttons x
contact/contactExtra/x_contact_request_relation stringorPK Extra Request relation: Request relation on company x
contact/contactExtra/x_contact_contact stringorPK Extra contact relation: Contact relation on company x
contact/contactExtra/y_organization/x_name string Organization - Name x
contact/NumberOfActivities int Number of activities
contact/NumberOfActivitiesInPeriod int Number of activities in last 90 days
contact/NumberOfNotCompletedActivities int Number of non-completed activities
contact/NumberOfNotCompletedActivitiesInPeriod int Number of non-completed activities in last 90 days
contact/LastActivity date Date of last activity
contact/LastCompletedActivity date Date of last completed activity
contact/LastDoByActivity date Date of last non-completed activity
contact/NumberOfSales int Number of sales
contact/NumberOfSalesInPeriod int Number of sales in last 90 days
contact/NumberOfNotCompletedSales int Number of non-completed sales
contact/NumberOfNotCompletedSalesInPeriod int Number of non-completed sales in last 90 days

Supported Columns (cont.)

Name Restriction Description OrderBy
contact/LastSale date Date of last sale
contact/LastCompletedSale date Date of last completed sale
contact/LastDoBySale date Date of last non-completed sale
contact/NumberOfTickets int Number of requests
contact/NumberOfTicketsInPeriod int Number of requests in last 90 days
contact/NumberOfNotCompletedTickets int Number of non-completed requests
contact/NumberOfNotCompletedTicketsInPeriod int Number of non-completed requests in last 90 days
contact/LastTicket date Date of last request
contact/LastCompletedTicket date Date of last completed request
contact/LastDoByTicket date Date of last non-completed request
contact/SaintStatus1 saintStatus Neglected customer: Denne kunden har det vært 0 salgsaktiviteter på i perioden.
contact/SaintStatus2 saintStatus C-company: Kundens navn starter med bokstaven C
contact/saintSaleStatus listAny With status
contact/saintAmountClass listAny Amount class
contact/saintActivityType listAny SAINT type
contact/saintDirection listAny Direction
contact/saintIntention listAny Intention
contact/saintTicketStatus listAny Status
contact/saintTicketCategory listAny Category
project/completed bool Completed: Displays a check mark indicating if the project has been completed. x
project/projectId int DB ID: Displays the database ID for a project row x
project/name stringorPK Project name: Displays the Project's name x
project/number string Number: Displays the project's number x
project/type listAny Project type: Displays the project's type x
project/status listAny Status: Displays the project's status x
project/statusRank None Status rank: Rank of the project status in the status list x
project/associateId associate ID: Displays login ID of the associate who owns the project x
project/hasInfoText bool Info: Displays an icon indicating if the project has a description text. The text itself will be displayed in a tooltip. x
project/icon None Category: Displays the icon for an activity type x
project/text string Text: Displays a descriptive text for the item x
project/description string Description : Description x
project/updatedBy associate Updated by: The user who last updated the data x
project/updatedByFullName associate Updated by - Full name: The user who last updated the data x
project/updatedDate date Updated: The date/time the data was last updated in UTC. x
project/registeredBy associate Registered by: The user who registered the data x
project/registeredByFullName associate Registered by - Full name: The user who registered the data x
project/registeredDate date Registered date: The date/time the data was registered in UTC. x
project/hasGuide bool Guided: Does this sale have a Sales Guide x
project/nextMilestone date Next milestone: Date of next non-completed activity that is marked as a milestone x
project/endDate date End date: End date of project x
project/imageThumbnail None Thumbnail: Scaled-down image of project image
project/activeErpLinks bool ERP connected: Is there an active ERP Sync? x
project/projectPublish/isPublished bool Published: Displays an icon indicating if the project or sale has been published x
project/projectPublish/publishedFrom date From date: Start date for publishing. The record will not be visible prior to this date x
project/projectPublish/publishedTo date To date: End date for publishing. The record will not be visible after this date x
project/projectPublish/publishedBy None Published by: Published by
project/projectEvent/isExternalEvent bool Event: Is this an external event x
project/projectEvent/eventDate date Event date: Event date x
project/projectEvent/hasSignOn bool Sign On: Does this event have the Sign On function enabled x
project/projectEvent/hasSignOff bool Sign Off: Does this event have the Sign Off function enabled x
project/projectUrl/URLAddress string URL x
project/projectUrl/URLDescription string Description x
project/projectAssociate/firstName string First name: Displays the contact's first name x
project/projectAssociate/lastName string Last name: Displays the contact's last name x
project/projectAssociate/middleName string Middle Name : Displays the contact's middle name. x
project/projectAssociate/fullName string Full name: Displays full name of user (first, middle, last - according to settings) x
project/projectAssociate/contactId int Company ID: Database ID of the company the user belongs to
project/projectAssociate/personId int Contact ID: Database ID of the contact row
project/projectAssociate/mrMrs string Mr/Ms: Displays whether the contact is addressed as Mr or Ms x
project/projectAssociate/title string Title: Displays whether the contact is addressed as Mr or Ms x
project/projectAssociate/associateDbId associate ID x
project/projectAssociate/contactName string Owning company: Name of the company the user belongs to x
project/projectAssociate/contactDepartment string Owning department: Name of the department at the company the user belongs to x
project/projectAssociate/usergroup userGroup Primary group: The user's primary user group x
project/projectAssociate/contactFullName string Owner: Name and department of the company the user belongs to x
project/projectAssociate/contactCategory listAny Category: Category x
project/projectAssociate/role listAny Role : Role x
project/projectAssociate/assocName associate User ID : User ID x
project/projectAssociate/assocTooltip string Description : Description
project/projectAssociate/assocType listAny Type: Type of user: associate, external user, system user, anonymous account x
project/projectAssociate/ejUserId int Service user ID: The database ID of a Service user
project/projectAssociate/simultaneousEjUser bool Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded
project/projectAssociate/ejDisplayName string Nick name: User's nick name in Service x
project/projectAssociate/ejStatus int Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only
project/projectAssociate/credentialType None Auth. type: What type of credentials to use when this user logs in x
project/projectAssociate/credentialDisplayValue None Auth. value: Credential value (public, visible part) to be used when this user logs in x
project/projectAssociate/isActive bool Active: Is this user active, and should be able to log in? x
project/projectAssociate/isActiveText bool Active status: Is this user active, and should be able to log in? x
project/projectAssociate/portraitThumbnail None Person image: Person image
project/projectAssociate/otherGroups userGroup Other groups: Other groups
project/projectAssociate/userName string User name: User name x
project/projectAssociate/personEmail string E-mail x
project/projectAssociate/locationAddress string Location: Location x
project/projectUdef/SuperOffice:1 string projectshorttext x
project/projectUdef/SuperOffice:2 string projectlongtext x
project/projectUdef/SuperOffice:3 int projectnumber x
project/projectUdef/SuperOffice:4 date projectdate x
project/projectUdef/SuperOffice:5 unlimitedDate projectunlimiteddate x
project/projectUdef/SuperOffice:6 bool projectcheckbox x
project/projectUdef/SuperOffice:7 listAny projectdropdownlistbox x
project/projectUdef/SuperOffice:8 decimal projectdecimal x
project/projectUdef/SuperOffice:9 int page1saleandmarketing x
project/projectUdef/SuperOffice:10 int page1saleandadmin x
project/NumberOfActivities int Number of activities
project/NumberOfActivitiesInPeriod int Number of activities in last 90 days
project/NumberOfNotCompletedActivities int Number of non-completed activities
project/NumberOfNotCompletedActivitiesInPeriod int Number of non-completed activities in last 90 days
project/LastActivity date Date of last activity
project/LastCompletedActivity date Date of last completed activity
project/LastDoByActivity date Date of last non-completed activity

Supported Columns (cont.)

Name Restriction Description OrderBy
project/NumberOfSales int Number of sales
project/NumberOfSalesInPeriod int Number of sales in last 90 days
project/NumberOfNotCompletedSales int Number of non-completed sales
project/NumberOfNotCompletedSalesInPeriod int Number of non-completed sales in last 90 days
project/LastSale date Date of last sale
project/LastCompletedSale date Date of last completed sale
project/LastDoBySale date Date of last non-completed sale
project/SaintStatus3 saintStatus Not completed activites with intention sale: Number of not completed activities for intention sale > 0.
project/saintSaleStatus listAny With status
project/saintAmountClass listAny Amount class
project/saintActivityType listAny SAINT type
project/saintDirection listAny Direction
project/saintIntention listAny Intention
project/saintTicketStatus listAny Status
project/saintTicketCategory listAny Category
project/project/textId int Text ID x
project/project/infoText positiveString Information: Displays the text entered in the description field x
associate/firstName string First name: Displays the contact's first name x
associate/lastName string Last name: Displays the contact's last name x
associate/middleName string Middle Name : Displays the contact's middle name. x
associate/fullName string Full name: Displays full name of user (first, middle, last - according to settings) x
associate/contactId int Company ID: Database ID of the company the user belongs to
associate/personId int Contact ID: Database ID of the contact row
associate/mrMrs string Mr/Ms: Displays whether the contact is addressed as Mr or Ms x
associate/title string Title: Displays whether the contact is addressed as Mr or Ms x
associate/associateDbId associate ID x
associate/contactName string Owning company: Name of the company the user belongs to x
associate/contactDepartment string Owning department: Name of the department at the company the user belongs to x
associate/usergroup userGroup Primary group: The user's primary user group x
associate/contactFullName string Owner: Name and department of the company the user belongs to x
associate/contactCategory listAny Category: Category x
associate/role listAny Role : Role x
associate/assocName associate User ID : User ID x
associate/assocTooltip string Description : Description
associate/assocType listAny Type: Type of user: associate, external user, system user, anonymous account x
associate/ejUserId int Service user ID: The database ID of a Service user
associate/simultaneousEjUser bool Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded
associate/ejDisplayName string Nick name: User's nick name in Service x
associate/ejStatus int Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only
associate/credentialType None Auth. type: What type of credentials to use when this user logs in x
associate/credentialDisplayValue None Auth. value: Credential value (public, visible part) to be used when this user logs in x
associate/isActive bool Active: Is this user active, and should be able to log in? x
associate/isActiveText bool Active status: Is this user active, and should be able to log in? x
associate/portraitThumbnail None Person image: Person image
associate/otherGroups userGroup Other groups: Other groups
associate/userName string User name: User name x
associate/personEmail string E-mail x
associate/locationAddress string Location: Location x
documentUdef/SuperOffice:1 string documentshorttext x
documentUdef/SuperOffice:2 string documentlongtext x
documentUdef/SuperOffice:3 int documentnumber x
documentUdef/SuperOffice:4 date documentdate x
documentUdef/SuperOffice:5 unlimitedDate documentunlimiteddate x
documentUdef/SuperOffice:6 bool documentcheckbox x
documentUdef/SuperOffice:7 listAny documentdropdownlistbox x
documentUdef/SuperOffice:8 decimal documentdecimal x
sale/completed bool Completed: Displays a checkbox showing if an appointment is completed x
sale/icon listAny Category: Displays the icon for an activity type x
sale/date date Date: Displays start date of a follow-up / sale date of a sale x
sale/time None Time: Time
sale/type listAny Type: Displays the type of an activity x
sale/recordType string Record type : Shows the record type x
sale/text positiveString Text: Displays a descriptive text for the item x
sale/associateId associate ID: Displays the login ID of the associate who owns the activity. x
sale/contactId listAny Company ID: Database ID of company x
sale/personId listAny Contact ID: Database ID of the contact row x
sale/projectId listAny Project ID: Database ID of project record x
sale/saleId int Sale ID: The database ID of the sale record x
sale/userGroup userGroup User group : The user group that owns the record x
sale/who None Who: Contact and/or company
sale/updatedBy associate Updated by: The user who last updated the data x
sale/updatedByFullName associate Updated by - Full name: The user who last updated the data x
sale/updatedDate date Updated: The date/time the data was last updated in UTC. x
sale/registeredBy associate Registered by: The user who registered the data x
sale/registeredByFullName associate Registered by - Full name: The user who registered the data x
sale/registeredDate date Registered date: The date/time the data was registered in UTC. x
sale/currencyId int Currency ID: The currency list item ID x
sale/currency listAny Currency: The currency of the sale x
sale/credited listAny Credited: The user to be credited with the sale x
sale/lossReason listAny Reason (lost: The reason for losing the sale x
sale/source listAny Source: The source (lead) of the sale x
sale/competitor listAny Competitor: The competitor who won the sale x
sale/heading stringorPK Sale: The name of the sale x
sale/amount decimal Amount: The gross sales total x
sale/amountWeighted decimal Weighted amount: Virtual field calculated from amount * probability percent. x
sale/earning decimal Profit: Gross profit (gross sales total - cost) for the sale x
sale/earningPercent decimal Profit as % : The profit as a percentage of the gross sales total x
sale/probPercent int Probability as %: Probability as % x
sale/originalStage listAny Stage: Displays the stage of the sale x
sale/stage listAny Stage: Displays the stage of the sale x
sale/saleStatus listAny Status: The status of the sale - open, lost or sold x
sale/stageRank None Stage rank: Rank of the sale stage in the stage list x
sale/saleType listAny Sale type: Sale type, from list x
sale/nextDueDate date Next activity: Date for next activity for a sale, updated live from the sale's activities x
sale/reopenDate date Reopen date: Displays the reopen date for the sale x
sale/stalledComment listAny Reason (stalled: The reason the sale has been stalled x
sale/saleTypeCategory listAny Sale type category: Sale type category x
sale/soldReason listAny Reason (sold: Reason (sold) x
sale/saleNumber string Number: Number x
sale/hasStakeholders bool Has stakeholders: Does this sale have stakeholders enabled x

Supported Columns (cont.)

Name Restriction Description OrderBy
sale/hasQuote bool Has quote?: Does the sale have a quote attached? x
sale/hasGuide bool Guided: Does this sale have a Sales Guide x
sale/description string Description: The long description field on Sale
sale/activeErpLinks bool ERP connected: Is there an active ERP Sync? x
sale/visibleFor listAny Visible for
sale/sale/textId int Text ID x
sale/sale/description positiveString Text: Displays the text entered in the description field x
sale/salePublish/isPublished bool Published: Displays an icon indicating if the project or sale has been published x
sale/salePublish/publishedFrom date From date: Start date for publishing. The record will not be visible prior to this date x
sale/salePublish/publishedTo date To date: End date for publishing. The record will not be visible after this date x
sale/salePublish/publishedBy None Published by: Published by
sale/associate/firstName string First name: Displays the contact's first name x
sale/associate/lastName string Last name: Displays the contact's last name x
sale/associate/middleName string Middle Name : Displays the contact's middle name. x
sale/associate/fullName string Full name: Displays full name of user (first, middle, last - according to settings) x
sale/associate/contactId int Company ID: Database ID of the company the user belongs to
sale/associate/personId int Contact ID: Database ID of the contact row
sale/associate/mrMrs string Mr/Ms: Displays whether the contact is addressed as Mr or Ms x
sale/associate/title string Title: Displays whether the contact is addressed as Mr or Ms x
sale/associate/associateDbId associate ID x
sale/associate/contactName string Owning company: Name of the company the user belongs to x
sale/associate/contactDepartment string Owning department: Name of the department at the company the user belongs to x
sale/associate/usergroup userGroup Primary group: The user's primary user group x
sale/associate/contactFullName string Owner: Name and department of the company the user belongs to x
sale/associate/contactCategory listAny Category: Category x
sale/associate/role listAny Role : Role x
sale/associate/assocName associate User ID : User ID x
sale/associate/assocTooltip string Description : Description
sale/associate/assocType listAny Type: Type of user: associate, external user, system user, anonymous account x
sale/associate/ejUserId int Service user ID: The database ID of a Service user
sale/associate/simultaneousEjUser bool Simultaneous Service user: If this flag is set, then the user will only have access if the maximum number of simultaneous users is not exceeded
sale/associate/ejDisplayName string Nick name: User's nick name in Service x
sale/associate/ejStatus int Service status: Status for Service user: Normal; Unavailable / holiday; Deleted; Read-only
sale/associate/credentialType None Auth. type: What type of credentials to use when this user logs in x
sale/associate/credentialDisplayValue None Auth. value: Credential value (public, visible part) to be used when this user logs in x
sale/associate/isActive bool Active: Is this user active, and should be able to log in? x
sale/associate/isActiveText bool Active status: Is this user active, and should be able to log in? x
sale/associate/portraitThumbnail None Person image: Person image
sale/associate/otherGroups userGroup Other groups: Other groups
sale/associate/userName string User name: User name x
sale/associate/personEmail string E-mail x
sale/associate/locationAddress string Location: Location x
sale/saleUdef/SuperOffice:1 string saleshorttext x
sale/saleUdef/SuperOffice:2 string salelongtext x
sale/saleUdef/SuperOffice:3 int salenumber x
sale/saleUdef/SuperOffice:4 date saledate x
sale/saleUdef/SuperOffice:5 unlimitedDate saleunlimiteddate x
sale/saleUdef/SuperOffice:6 bool salecheckbox x
sale/saleUdef/SuperOffice:7 listAny saledropdownlistbox x
sale/saleUdef/SuperOffice:8 decimal saledecimal x
document/textId int Text ID x
document/description positiveString Text: Displays the text entered in the description field x

Sample

GET /api/v1/archive/DocumentShadowDynamicSelectionV2?$select=person/personAddress/line1,person/personExtra/x_person_appointment_relation,person/personAssociate/otherGroups,person/correspondingAssociate/contactName,contact/streetAddress/formattedAddress
Authorization: Basic dGplMDpUamUw
Accept: application/json; charset=utf-8
Accept-Language: sv

See also: IArchiveAgent.