CreateUpdateTodo
Creates or updates a todo in Microbizz.
If a todo with the given todo id already exists, then the todo will be overwritten.
If the todo provided has a todo id of 0, a new todo will be created and a new todo id will be provided.
If a toolid is provided then the tool will be attached to the todo.
| todo | todo | The todo to create/update |
| toolid | number | The ID of a tool to attach to the todo |
| changenote | bool | If a change note should be posted and a mail be sent etc; default is 1 |
Output
| todo | todo | The todo object as it is in Microbizz after the update |
CreateUpdateTodoByTodoNumber
Creates or updates a todo in Microbizz. The todo is identified by the number field in the todo.
If a todo with the given todo number already exists, then the todo will be overwritten, otherwise a new todo will be created and assigned the supplied todo number. Currently no test is made as to the validity of the todo number.
If a toolid is provided then the tool will be attached to the todo.
| todo | todo | The todo to create/update |
| toolid | number | The ID of a tool to attach to the todo |
| changenote | bool | If a change note should be posted and a mail be sent etc; default is 1 |
Output
| todo | todo | The todo object as it is in Microbizz after the update |
CloseTodoByID
Closes a todo by todo ID
The todo is only closed if close conditions are fullfilled. The command will not fail, if the todo isn't closed, but the returned object will reflect that the todo is still open
| todoid | number | The ID of the todo which should be closed |
| stateid | number | The state to which this todo should be closed to. (Obtained by GetTodoStates). Only close states is allowed here. |
| answer | answer | If a question form is requested on todo close, then the answers can be provided here. |
| note | note | A note, only the text field will be used, will be tagged with 'Solution' |
Output
| todo | todo | The todo object as it is in Microbizz after the update |
GetTodosByLastChange
Get a collection of todos changed since a given date and time.
| changedate | date | Return all todo's changed on or after the provided date. |
| changetime | time | If this is provided only return todo's changed after the provided date and time. |
| resumekey | string | If a partial result is returned, provide the resumekey received along with the partial result, to get the rest of the entries |
| ignoreclosed | bool | If 1 then don't send todo's that current user do not have access to |
| onlyprojects | number | If 0 then projects are excluded if the "Hide projects in app and API" setting in MIcrobizz is enabled (this is default) If 1 then only read projects, ignore the "Hide projects in app and API" setting If 2 then projects are included even if the "Hide projects in app and API" setting is enabled If 3 then projects are excluded |
| limitnumobjects | bool | If 1 then Microbizz will only send todo's that it thinks are particularly relevant for the user |
| skip_deleted | bool | If 1 then don't send deleted tasks |
Output
| todos | collection[todo] | A collection of the relevant todos, or an empty collection if no todosNiko was found. |
| resumekey | string | Sometimes the entire result cannot be returned because it's to large. In that case a resumekey is returned along with the results. Execute the command again with this resumekey to get the remaining results. |
Notice that the result may be affected by the setting "Send closed tasks to the app this many days after closing". Also, if the remote agent is the Microbizz App 3 then the setting may be in a different way.
GetTodosByCustomerID
Get a collection of todos changed since a given date and time.
| customerid | int | finds all using this customerid |
|---|
| ignoreclosed | bool | If 1 then don't send todo's that current user do not have access to |
Output
| todos | collection[todo] | A collection of the relevant todos, or an empty collection if no todos was found. |
GetTodosByEAN
Get a collection of todos changed since a given date and time.
| EAN | int | finds all using this EAN |
|---|
| ignoreclosed | bool | If 1 then don't send todo's that current user do not have access to |
Output
| todos | collection[todo] | A collection of the relevant todos, or an empty collection if no todosNiko was found. |
GetTodosByRequisition
Get a collection of todos changed since a given date and time.
| requisition | string | finds all using this requisition |
|---|
| ignoreclosed | bool | If 1 then don't send todo's that current user do not have access to |
Output
| todos | collection[todo] | A collection of the relevant todos, or an empty collection if no todosNiko was found. |
GetTodoByID
Get a todo by their Microbizz todo id
If no such todo exist an empty collection will be returned.
| todoid | number | The microbizz todo id of the todo to fetch |
Output
| todos | collection[todo] | A collection either empty if no todo was found, or with exactly one element being the todo. |
GetTodoByTodoNumber
Get a todo by their todo number.
If no such todo exist an empty collection will be returned.
If several todos exists with the provided todo number, only one of these (unpredicted) is returned.
| todonumber | string | The todo number of the customer to fetch |
Output
| todos | collection[ todo ] | A collection either empty if no todo was found, or with exactly one element being the todo. |
GetTodosByFilterID
Get all todos which have a specific filter.
| filterid | number | The Microbizz ID of the filter |
Output
GetTodoLogByID
Get the log for a todo by the ID and date.
If no such todo exist an empty collection will be returned.
If some todo exist in the log with the provided ID and date, will be returned log data.
| todoid | integer | The todo number of the customer to fetch |
| date | string | The date |
| logtype | string | Which log to read, either db (default) or activity |
Output
| result | collection[set] | A list of log lines, the contents of each set depends on the logtype parameter |
Logtype = db
| head | string | Log head information. Contains date, time, log level and user ID |
| text | string | Log text information |
| logname | string | Used log name |
| date | string | Log date |
| time | string | Log time |
| level | string | The level of the log |
| uid | integer | User ID |
| object | string | Log object data |
Logtype = activity
| userid | number | The Microbizz ID of the user who genereated this log line |
| customerid | number | The MB ID of a customer which may be relevant |
| unitid | number | The MB ID of a unit which may be relevant |
| projectid | number | The MB ID of a project which may be relevant |
| modcode | string | A code for which module generated this log line |
| date | date | When the log line was generated |
| time | time |
|
| text | string | The log line, may be HTML |
| link | string | An optional link to some page in MB which is relevant |
GetTodosByPersonID
Get all todos which have a specific contact person.
| personid | number | The Microbizz ID of the contact person |
Output
AddPhotoToTodo
Add a photo file to a todo.
| todoid | number | The ID of the todo to add the photo to. |
| title | string | A file title (not a file name) |
| imagedata | binary | A binary stream containing photo data in jpeg format. |
| onxnet | boolean | 1 if the file should be visible on the extranet |
| createdate | date | When the photo was taken |
| createtime | time | When the photo was taken |
| tags | collection [number] | An optional collection of tags to attach to this image (tag IDs) |
| documentid | number | Optional ID of an existing file, to update the file instead of creating a new file |
| folder | string | The path of the folder, eg. "FilesFromAPI/Diagrams" |
Output
| document | document | A document object |
AddFileToTodo
Add a file to a task.
| todoid | number | The ID of the task to add the file to. |
| filename | string | The name of the file, eg. “MyDocument.PDF” |
| filedata | binary | A binary stream. base64_encode(Required) |
| title | string | A file title (not a file name) |
| folder | string | The path of the folder, eg. "FilesFromAPI/Diagrams" |
Output
AddAudioToTodo
Add an audio file to a todo.
| todoid | number | The ID of the todo to add the audio to. |
| title | string | A file title (not a file name) |
| format | string | One of: mp3 wav aac |
| audiodata | binary | A binary stream containing audio data in the specified format. |
Output
GetTodoTemplates
Get a list of all todo templates.
Output
GetTodoStates
Get a list of all todo states.
Output
| states | collection [ todostate ] | The available states |
CreateTodoFromTemplate
Create a todo based on a given template.
If a toolid is provided then the tool will be attached to the todo.
If tdesc or tdeschtml is set. it will overwrite the template. If none. the template description will be the description.
| templateid | number | The id of the template (which can be obtained by GetTodoTemplates) |
| title | string | A base title for the created todo |
| customerid | number | An id of a customer on which to attach the todo. (In some configurations this is required) |
| toolid | number | The ID of a tool to attach to the todo |
| tdesc | string | description overwritten. |
| tdeschtml | html | description in html format. |
Output
| todo | todo | The primary todo created from the template. (A template can contain more than one todo) |
GetDocumentsByTodoID
Get all documents on a todo by todo id
| todoid | number | The Microbizz todo ID |
| inclthumbs | bool | True to include thumbnails |
| inclfolders | bool | True to include folders |
Output
| documents | collection [ document ] | The documents present on the todo |
| folders | collection [ folder ] | The folders present on the todo |
Product use
GetProductUseByLastChange
Get a collection of all product use since the given date.
| changedate | date | Return all product use on or after the provided date. |
| changetime | time | If this is provided only return product use changed after the provided date and time. |
| resumekey | string | If a partial result is returned, provide the resumekey received along with the partial result, to get the rest of the entries |
| include_price | bool | 1 if prices should be included anyway even it set not to. |
Output
| productuse | collection[ todoitem ] | A collection of the relevant product use, or an empty collection if no products were used. |
| resumekey | string | Sometimes the entire result cannot be returned because it's to large. In that case a resumekey is returned along with the results. Execute the command again with this resumekey to get the remaining results. |
GetProductUseByTodoID
Get a collection of all product use on the given todo.
| todoid | number | ID of todo to receive product use |
| include_price | bool | 1 if prices should be included anyway even it set not to. |
Output
| productuse | collection[ todoitem ] | A collection of the relevant product use, or an empty collection if no products were used on this todo. |
Get a collection of all product use on the given tool.
| toolid | number | ID of tool to receive product use |
| spareparts | boolean | 1 to get spareparts only, 0 to get non-spareparts only |
| include_price | bool | 1 if prices should be included anyway even it set not to. |
Output
| productuse | collection[ todoitem ] | A collection of the relevant product use, or an empty collection if no products were used with this tool. |
DeleteProductUseByID
Delete some product use by product use ID. The command will succeed even if the product use doesn't exist.
Notice that product use may either be deleted or offset. If the user is allowed to delete, then it is deleted, otherwise if the user is allowed to offset then the product use is offset, otherwise you get an error.
| productuseid | number | ID of the product use to remove |
Output
AddProductUse
Deprecated: Consider using CreateUpdateProductUse
Add product use to the todo specified by the given todo ID.
| productuse | todoitem | The product use. Even though the id field must be provided, it is ignored. |
| todoid | number | ID of todo to receive product use |
| nopricecalc | boolean | Set to 1 to disable price calculation (eg. when copying product use) |
| copyid | number | Optional ID of the prod.use that was copied, used for copying some details |
Output
AddProductUseFromEDI
Add product use to a task. Discounts and profit calculations will be made on the product use and therefore override this information on the provided object.
| productuse | todoitem | The product use. Even though the id field must be provided, it is ignored. |
Output
AddPartsList
Add product use to the todo specified by the given todo ID. Most of the details will be taken from the parts list setup.
| productuse | collection[ partuse ] | Details about the product used for each part in the parts list. |
| todoid | number | ID of todo to receive product use |
| useddate | date | The date of use |
| usedtime | time | The time of use |
Output
CreateUpdateProductUse
Creates or updates some product use in Microbizz.
If some product use with the given productuse id already exists, then the product use will be overwritten.
If the product use provided have a productuse id of 0, new product use will be created and a new productuse id will be provided.
| productuse | todoitem | The product use to create/update |
| nopricecalc | boolean | Set to 1 to disable price calculation (eg. when copying product use). If this is set and a costprice is provided on the product use; that costprice will always be used. |
| copyid | number | Optional ID of the prod.use that was copied, used for copying some details |
Output
| productuse | todoitem | The product use object as it is in Microbizz after the update |
GetProductUsePendingInvoicing
Get all product use pending invoicing.
| include_price | bool | 1 if prices should be included anyway even it set not to. |
Output
| productuse | collection[ todoitem ] | A collection of all product use pending invoicing. |
MarkProductUseAsInvoiced
Mark the selected product use as invoiced.
| productuseids | collection[number] | A collection of all product use ids to mark as invoiced. |
Output
Planning
GetPlanDestinations
Get all destinations for use when planning a todo
Output
| destinations | collection[ plandestination ] | A collection of all destinations which can be used. |
| myself | number | The destination that is the user himself |
GetPlannedTodos
Get list of tasks that are planned for the current user.
Output
| todos | collection[number] | List of IDs of the tasks that are planned for the user. |
PlanTodo
Plan a todo to a specific destination.
| todoid | number | ID of the todo to plan. |
| date | date | Date to plan to. |
| time | time | Time to plan to. |
| destination | string | The destination to plan to, see Todo commands#GetPlanDestinations ; may be an array of string, to plan to multiple users/teams. |
| duration | number | Number of minutes to plan; must be 0 if enddate is set. |
| enddate | date | If set then there will be planned for all the dates between 'date' and 'enddate'. |
| endtime | time | Only used if enddate is set, in which case it is required. |
| nonworkingdays | bool | If true then also plan on non-working days. |
| fullday | boolean | 1 to create full day planning or 0 to create normal planning; duration+enddate+endtime+time are ignored for full day plannings |
Output
| prodplanids | collection[number] | The Microbizz IDs of all the plannings that were created |
destination consist of a letter (either u for user or t for team) followed by a number (the ID of the user/team). Eg. u29 or t3. When planning to a team, the team of the todo will be changed to the specified team, and the planning will be made anonymous.
GetWorkpoolsByLastChange
Get info about the workpools.
| changedate | date |
|
| changetime | time |
|
| skip_deleted | bool | If 1 then don't send deleted workpools |
Output
| disabled | bool | If workpools are disabled, default is false |
| workpools | collection[ workpool ] | A collection of workpools |
Each set in workpools contains information about a workpool. The API call will always return all the workpools, but the content (list of tasks) of a workpool will only be included in if the workpool or its contents has changed since changedate.
AddRemoveWorkpoolEntry
Add a Todo to a workpool, or remove a Todo from a workpool.
| workpoolentryid | number | ID of a workpool entry in Microbizz |
| todoid | number | ID of a Todo in Microbizz |
| workpoolid | number | ID of a workpool in Microbizz |
Output
| wastaken | bool | True if the Todo was removed from the workpool |
| workpoolentry | workpoolentry | Only if the Todo was added to a workpool |
If workpoolentryid is specified, then the Todo will be removed from the pool, and the responsible user will be set to the current user.
If workpoolentryid isn't specified, but workpoolid and todoid both are, then the Todo will be added to the workpool.
Budget
GetBudgetByTodoID
Read the current budget for a todo.
| todoid | number | ID of a Todo in Microbizz |
| include_historical | bool | If 1 then include historical data in the historical field |
Output
| budget | set | Current budget posts, indexed by the ID of the budget posts |
| budgetpostnames | set | The names of the budget posts, indexed by the ID of the budget posts |
| anchorbudget | set | The current anchor budget posts, indexed by the ID of the budget posts Only if anchor budgets are enabled |
| historical | collection[budgetpost] | Only included if include_historical is set to 1; the historical data includes all budgets, including the current |
| historical_anchorbudget | collection[budgetpost] | Only included if include_historical is set to 1; the historical data includes all anchor budgets, including the current |
GetBudgetByLastChange
Read the recent changes to the budgets for all todos.
| changedate | date | Return all budgets changed on or after the provided date. |
| changetime | time | If this is provided only return budgets changed after the provided date and time. |
| resumekey | string | If a partial result is returned, provide the resumekey received along with the partial result, to get the rest of the entries |
Output
| budgets | collection[budgetpost] | Budget posts |
| budgetpostnames | set | The names of the budget posts, indexed by the ID of the budget areas |
UpdateBudgetByTodoID
Lets the user update the budget for a task.
| todoid | number | ID of a Todo in Microbizz |
| values | set | The new budget values; indexed by the budget area IDs |
Output
| budgetpostnames | set | Budget posts names indexed by budget area IDs. |
| newbudget | set | Current budget of the task, indexed by budget area IDs. |
GetAnchorBudgetByLastChange
Read the recent changes to the anchor budgets for all todos. Requires that anchor budgets are enabled.
| changedate | date | Return all budgets changed on or after the provided date. |
| changetime | time | If this is provided only return budgets changed after the provided date and time. |
| resumekey | string | If a partial result is returned, provide the resumekey received along with the partial result, to get the rest of the entries |
Output
| anchorbudgets | collection[anchorbudget] | Anchor budget posts |
| budgetpostnames | set | The names of the budget posts, indexed by the ID of the budget posts |
UpdateAnchorBudgetByTodoID
Lets the user update the anchor budget for a specific task. Requires that anchor budgets are enabled.
| todoid | number | ID of a Todo in Microbizz |
| values | set | The new anchor budget values, indexed by the ID of the budget area |
Output
| budgetpostnames | set | Budget posts names indexed by budget area ID. |
| newanchorbudget | set | Current anchor budget of the task, indexed by the budget area ID. |
GetStageInvoicingByLastChange
Read the recent changes to the invoice stages for all todos.
| changedate | date | Return all budgets changed on or after the provided date. |
| changetime | time | If this is provided only return budgets changed after the provided date and time. |
| resumekey | string | If a partial result is returned, provide the resumekey received along with the partial result, to get the rest of the entries |
Output
State history
GetTodoStateHistoryByID
Get the history of task state changes for a task
| todoid | number | Microbizz ID of a task, return all state changes for that task. |
Output
GetTodoStateHistoryByLastChange
Get the recent task state changes.
| changedate | date | Return all state changes on or after the provided date. |
| changetime | time | If this is provided only return state changes after the provided date and time. |
| resumekey | string | If a partial result is returned, provide the resumekey received along with the partial result, to get the rest of the entries |
Output
Repeat
GetRepeatsByLastChange
Get recent changes to repetitions, for todos of the type "repeat, exact".
| changedate | date | Return all repeat changes on or after the provided date. |
| changetime | time | If this is provided only return repeat changes after the provided date and time. |
| resumekey | string | If a partial result is returned, provide the resumekey received along with the partial result, to get the rest of the entries |
Output
| repeats | collection[repeat] | Repeat changes |
GetRepeatsByTodoID
Get all repetitions for a todo, for todos of the type "repeat, exact".
| todoid | number | Return all repeats for this todo |
Output
| repeats | collection[repeat] | All repeats for the todo |
GetWGRepeatsByLastChange
Get recent changes to repetitions, for todos of the type "repeat, loose".
| changedate | date | Return all repeat changes on or after the provided date. |
| changetime | time | If this is provided only return repeat changes after the provided date and time. |
| resumekey | string | If a partial result is returned, provide the resumekey received along with the partial result, to get the rest of the entries |
Output
| repeats | collection[wgrepeat] | Repeat changes |
GetWGRepeatsByTodoID
Get all repetitions for a todo, for todos of the type "repeat, loose".
| todoid | number | Return all repeats for this todo |
Output
| repeats | collection[wgrepeat] | All repeats for the todo |
GetRepeatExceptionsByTodoID
Get periods where the todo should not be planned by repetitions.
| todoid | number | Return all repeat exception periods for this todo |
Output
| repeatexceptionss | collection[repeatexception] | All repeat exceptions periods for the todo |
Each repeatexception holds the following fields: id, startdate, enddate.
GetTodosByField
Get a collection of todos where a given field matches a value.
| field | string | Return todos where this field has the value specified in value. Following output is possible by examples:
custom150 This will return a custom field with the ID 150
qref200 This will return a Microbizz field with the ID 200 |
| value | string | Return todos where the field specified in field has this value. |
| resumekey | string |
|
| include_closed | boolean | 1 if closed tasks should be included. |
Output
| todos | collection[ todo ] | A collection of the relevant todos, or an empty collection if no todos were found. |
| resumekey | string | Sometimes the entire result cannot be returned because it's to large. In that case a resumekey is returned along with the results. Execute the command again with this resumekey to get the remaining results. |
AddTodoToProject
Move a task to a project; this requires the new Project module. Only works if the task isn't already attached to a project.
| todoid | number | The Microbizz ID of a task |
| projectid | number | The Microbizz ID of a project |
Output
RemoveTodoFromProject
Remove a task from a project; this requires the new Project module. Only works if the task is already attached to the project.
| todoid | number | The Microbizz ID of a task |
| projectid | number | The Microbizz ID of a project |
Output
GetProductUseStatusHistoryByLastChange
Create a line for a quotation, or update an existing line.
| changedate | date | Return all productusestatushistories's changed on or after the provided date. |
| changetime | time | If this is provided only return productusestatushistories's changed after the provided date and time. |
| resumekey | string | If a partial result is returned, provide the resumekey received along with the partial result, to get the rest of the entries |
Output
| state_history | array | The array of the product use's state history. |
GetProductUseStatusHistoryByTodoID
Create a line for a quotation, or update an existing line.
Output
| state_history | array | The array of the product uses state histories. |
GetProductUseStatusHistoryByProductUse
Create a line for a quotation, or update an existing line.
Output
| state_history | array | The array of the product use's state history. |
