Document toolboxDocument toolbox

Misc commands

GetMobileAppSettings

A collection of functions and settings used by the mobile apps to configure itself.

Keyword

Function

Keyword

Function

AllowReposition

When checking in far from an objects location, the user should be allowed to move the position of the object to their current position.

AutoCheckOut

Allows Automatically checkout if users have been checked in for longer than their normal workday plus a little extra.

CalendarCreate

Create calendar appointments

CalendarView

Access to the calendar module

CalendarHideOtherUsers

Same as ProdplanHideOtherUsers

CallLogging

Deprecated

Calls

Access to the sales module

CheckIn

Allow checkin via app (always set)

CheckInOnEvents

Allow to check in on events (which will check in on the customer assigned to the event)

CheckInOnProduction

Allow to check in on planning (which will check in on the planned task)

Checkout_FormRequired

When checking out, any checkout form is mandatory to fill in.

Checkout_Registration_None

When checking out, a time registration should never be posted.

Checkout_Registration_Optional_Off

When checking out, the user should be able to select if a time registration should be made. This should default to off.

Checkout_Registration_Optional_On

When checking out, the user should be able to select if a time registration should be made. This should default to on.

Checkout_Registration_Required

When checking out, a time registration is mandatory.

CustomersCreate

The user may create new CRM objects from the app.

CustomersDraw

The user is allowed to draw map objects on customers.

CustomersEdit

The user may edit CRM objects from the app.

CustomersFiles

Files are accessible on CRM objects.

CustomersFloorplan

Deprecated

CustomersForms

Allow filling forms on customers.

CustomersNotes

Access to customer notes.

CustomersPhoto

User may take photos on CRM objects.

CustomersProcedures

Procedures are visible on CRM objects.

CustomersView

Access to the CRM module

CustomRegistrations

If Custom registrations are allowed

DayCheckin

Allow the user to check in on the day (deprecated?)

Drive

Deprecated

EnableNFC

Enable NFC functionality

LimitNumObjects

The app should use the special strategy for reduced object count

LocationLogging

The app should passively track the user location.

ManyProducts100K

This is set if there are more than 100000 products in the DB, the app may use this to adjust how it synchronizes products

ManyProducts10K

This is set if there are more than 10000 products in the DB (but less than 100000)

NewMessages

Enable the new message system

NewNotes

Enable the new note system

NoCustomerCheckin

Checkin isn't allowed on CRM objects

NoCustomerRegistration

It isn't allowed to register time on CRM objects

NoEditTimeAtCheckout

Time is not allowed to be edited when checking out

NoEditTime

It is not allowed to edit/delete own registrations - but it is still allowed to create registrations

CustomersHideProspects

It isn't allowed to show customer prospects in App

NoProximityAlert

If the option named “Alert when close to a task or company?” isn't set, then this keyword is present

NoTimeOverlap

Do not allow hour registrations to overlap.

NotePost

Allow to post notes (always present)

PersonEdit

Allow to edit person

PersonView

Access to the person module

PersonalDocuments

Allows to see personal documents (which are files under the current user)

Project2Enabled

Access to the process module (unused?)

PlaceOrder

Access to the sales module

ProdplanHideOtherUsers

If the production plan/calendar should show other users

ProdplanAhead<n>

Limits the number of days one should be able to look forward in the production plan where <n> is the number of days; if the value is 0 or not specified then it should be considered to mean "forever"

ProdplanReveal<clock>

When is the next day revealed in the production plan, where <clock> is the timestamp.

ProdplanView

Access to the planning module

ProdplanEdit

Allow editing a plannings

ProductEdit

Allow product edit

ProductView

Deprecated

QRLogging

Enables the QR scanner

Registration_Clock

Registration is with time stamps instead of minutes, so 12:00-14:00 instead of 120 minutes.

Registration_Star1

The blue star should be present

Registration_Star2

The yellow star should be present

Registration_Star3

The green star should be present

Registration_Star4

The red star should be present

Registration

The user should be able to register time

RegistrationMidnightToFirstDate

When registering time over midnight, the selected date should be the first day ie. 01-01-2000 23:00:00 - 01:00:00

RegistrationMidnightToSecondDate

When registering time over midnight, the selected date should be the second day ie. 02-01-2000 23:00:00 - 01:00:00

RegistrationOnClosedOff

Do not allow registrering time on a closed task

RegistrationOnClosedAlways

Allow registrering time on a closed task

RegistrationOnClosedUntilMidnight

Allow registrering time on a closed task, but only on the date when the task was closed

Stock

Use stock functions

StockRequired

Stock is required to be selected when adding a product use.

TodoChangeState

Allow changing status on task

TodoCloseDays<N>

How long after task closure will MB keep sending info about the closed tasks, f.ex. "TodoCloseDays90" for 90 days; if N=10000 then MB will not send closed task. Notice that the setting only applies if the app sends "ignoreclosed" in the GetTodosByLastChange API call.

TodoCreate

Allow creation of new tasks

TodoDraw

The user is allowed to draw map objects on tasks.

TodoEdit

The user may edit todo objects from the app.

TodoFiles

Files are accessible on task objects.

TodoForms

Allow filling out forms.

TodoHideAll

Don't show the “all tasks” tab in app v2

TodoHideProjects

Don't show projects

TodoNotes

Allow notes on tasks.

TodoPhoto

User may take photos on task objects.

TodoPlan

Allow planning the task.

TodoPlannedTabs

Show planned tab in app v2

TodoProducts

Allows product use on tasks.

TodoShowProjectFiles

Show project files amongst the other files for a task

TodoTeamTabs

Show tabs for each team (in app v2?)

TodoView

Access to the task module

ToolCreateTask

Allow creating tasks on tool

ToolDetach

Allow to detach tool.

ToolDraw

The user is allowed to draw map objects on tool.

ToolEdit

The user may edit tools.

ToolFiles

Files are accessible on tool objects.

ToolForms

Fill forms on tools

ToolInstall

Allow installing tool

ToolNotes

Allows notes on tools.

ToolPhoto

User may take photos on tool objects.

ToolPlaceOfHome

Allow to change the tool place of home.

TodoProductUseSearch

If you can search for productuse

TodoProductUseCreate

If you can create new productuse

TodoProductUseCreate

If you can create edit existing productuse

TodoProductUseDelete

If DeleteProductUseByID will delete the product use

TodoProductUseOffset

If DeleteProductUseByID will offset the product use

ToolChangeState

Change state of tools

ToolRegistrations

Allow registration of time on tools

ToolTakeOthers

Allows to take tools carried by others

ToolTake

Allows to book tool.

ToolWriteNFC

Allow writing of tool NFC tags.

ToolsManualPickup

Can pick up tools (always on if tool module available)

ToolsSetDownOnCheckout

All carried tools should be set down when checkin out

Tools

Access to tool module

UserEdit

If the user is allowed to edit details about himself/herself

VirtualFoldersREADONLY

If virtual folders should be readonly; virtual folders are f.ex. task folders that are shown for the customer, or subtasks folders that are shown on a project



Input

permissions

number

Set to 1 to also read the permissions

Output

functions

collection[string]

A collection of functions to enable - see the list above

permissions

set

A set of module names and the list of enabled permissions for each module

settings

set

Various settings

defaultstock

number

MB ID of the default stock

minutesteps

number

Granularity when selecting a duration in minutes; default 5

The following settings may be provided in the settings field:

imagenodateandlocation

boolean

If 1 then don't insert time+date+location in the photos

GetAccessToken

Get an access token that can be used with endpoint_token.php instead of using endpoint.php.

Input

None

-

-

Output

accesstoken

string

An access token that should be passed to endpoint_token.php

expiredate

date

When then token expires

expiretime

time

When the token expires

LogOut

Log out of the system, should be called by the app when the user logs out. The main purpose is to clear the push token.

Input

pushtoken

string

The push token that was last sent from this app

Output

None





Log

Log a string to the Microbizz API log

Input

text

string

String to log

mail

boolean

Set to true to send the log to drift@microbizz.dk

Output

None

-

-

Configuration

GetWorkareas

Get all Microbizz workareas. All workareas are returned, and replaces earlier workareas.

Input

None

-

-

Output

workareas

collection[ workarea ]

A collection of all work areas in the Microbizz system.

GetCustomAppLinks

Get a list of custom links to inject into the app. This allows server side content/functionality to be displayed in the app. These should be accessible somewhere, preferable via an icon. The URL should be displayed in a browser window within the app.

Input

None

-

-

Output

Collection of:

icon

number

Et tal der angiver hvilket ikon app'en skal vise: 1 – Start (huset) 2 – Virksomheder 3 – Opgaver 4 – QR 5 – Timer 6 – Person 7 – Opkald 8 – Udstyr 9 – Plan 10 – Bruger

title

string

Title of icon

url

string

Link to functionality

GetCustomFields

Get info about all Custom fields.

Custom fields are fields that Microbizz users may add to various objects, like todo or customer. There are several types of custom fields, see Custom fields.

Input

None

-

-

Output

fields

set

The name of each item is a module code/object type, and the value is a collection of customfields

GetColumnGroups

Get info about column groups. A columngroup specifies the content of a box that is to be displayed in the app.

Input

None

-

-

Output

columngroups

collection[object]

List of column groups

Each column group contains

id

number

The ID of the column group

objecttype

string

The type of object this group describes

title

string

The title of the group

purpose

number

See below

columns

collection[string]

LIst of the fields included in the group

titles

collection[columntitle]

The titles of the columns, may include other info

appicons

collection[appicon]

The app icons to use



objecttype can be either of "todo", "person", "users", "tools", "customers", "prodplan", "calendar", "todo_productuse", "sales_product" or "project".

purpose indicates under which circumstances the group should be used: 0 - anytime, 1 - object main page, 2 - search text, 3 - sub object.

columns contain a list of field names. See 3-parts notation below.

appicons is a collection of objects which specify the icons to use with the column; each object has with the following fields:

icon

the name of an icon to use

column

the name of the column for which this icon should be used

titles is a collection of objects which specify the titles of the columns, it may also include other info about the column; each obhect has the following fields:

title

the title of this column

column

the name of the column for which this title should be used

iscustomfield

optional, is 1 if the column is a custom field

customfieldtype

the type of the custom field, only if iscustomfield is set to 1, see Custom fields for details about the types

customfieldsubtype

the subtype of the customfield, only if iscustomfield is set to 1

type

the type of the field, currently this is only relevant for Ventu



3-parts notation

Some object types may refer to fields from other object types, f.ex. the planning (object type = prodplan) may refer to fields from the associated task. This is specified by a field name consisting of 3 parts separated by . (full stop). F.ex. if a column group for prodplan (see prodplanentry) includes the field todoid.todo.customertext then this means that the value in field todoid in the prodplanentry is the ID of an object of type todo, and you should use the field customertext from the todo object.

So the first part (todoid) refers to a field in the object for which the column group applies. The second part (todo) indicates another object type. The third part (customertext) indicates a field in the other object type - this is the value to display.

GetMainPages

Get info about which boxes to display on an object main page. See the section Mainpages on this page for details about the boxes.

Input

None

-

-

Output

mainpages

collection[ mainpage ]

List of main pages

There is one mainpage object for each of the object types todo/customers/person/tools.

GetAllWidgets

Get info about which widgets are available; widgets are referenced by main pages, see mainpagebox.

Input

None

-

-

Output

widgets

collection[ widget ]

List of widgets

GetCheckpoints

Get all Microbizz cheeckpoints. All checkpoints are returned, and replaces earlier checkpoints.

Input

None

-

-

Output

checkpoints

collection[ checkpoint ]

A collection of all checkpoints in the Microbizz system.

Checkpoints are saved when calling DoCheckOut or DoCheckOutForUser.

GetIcons

Get all Microbizz icons. All icons are returned and replaces earlier icons.

Input

md5sums

collection[ md5list ]

The known MD5 sums of icons for custom fields etc

appicons

collection[md5list]

The known MD5 sums of app icons

Output

icons

collection[ icon ]

A collection of all icons in the Microbizz system.

appicons

collection [appicon]

A collection of all the app icons; only included if appicons is set in the input

An appicon object contains the fields iddata and md5sum. The id field holds the icon name, eg map1.png; the same name/id should be used in the md5list in the input.

No image data will be transferred for the icons (or app icons) which match the supplied MD5 sums.

GetCurrentUserID

Get the user ID of the current user.

Input

None

-

-

Output

userid

number

The user id of the current user.

SetUserPassword

Set the password for the current user. Optionally also set name and mobile phone no.

Input

password

string

The MD5 sum of the new password; must be lowercase.

oldpassword

string

The MD5 sum of the old password; must be lowercase.

fullname

string

The full name of the user, eg. “Bill Clinton”

mobile

string

The mobile phoneno of the user, eg. “+4512345678”

Output

None

-

-

Workplan

GetWorkplanForDates

Get the workplan for the current user

Input

fromdate

date

-

todate

date

-

userid

number

The MB ID of a user; if not specified then return data for the current user

busy

boolean

If 1 then include workdayduration and busyminutes fields in the result

Output

workplanentries

collection [ workplanentry ]

The workplan

GetWorkplanByLastChange

Get workplan entries changed after a given date.

Input

field

type



field

type



changedate

date

last time it was changed.

changetime

time

(optional) the last time it was changed.

busy

boolean

If 1 then include workdayduration and busyminutes fields in the result, this is slow!

Output

workplanentries

collection [ workplanentry ]

The workplan

GetPastRegistrations

Get the daily worksheets and workplan for the current user.

Input

startdate

date

-

enddate

date

-

Output

weeks

set

The worksheets, grouped by weeks and dates

workplan

collection [workplantype]



A workplantype contains the fields id,color and title.

The weeks set contains an entry for each week in the period; the field is date of the monday in the week and the value is another set containing the fields following fields:

Values in the weeks set:

field

type



field

type



weekno

number

week number

end

date

date of the sunday in the week

hours

number

total number of minutes registered by current user in the week

dates

set

The fields are the dates in the week, the values are yet another set, see below



Values in the dates set:

field

type



field

type



hours

number

total number of minutes registered by current user on the date

workplan

number

the workplan registration type for the date, see the regtypeid field in workplanentry

isopen

boolean

1 if the worksheet for the date is open, 0 if it is is closed

Notes

Notes are deprecated, use the message commands instead.

GetNotesByLastChange

Get the notes from beginning to end.

field

type



field

type



objecttype

string

the type of parent. example 'todo'

objectid

number

the id of the parent. Example the todo it's connected to.

changedate

date

last time it was changed.

changetime

time

(optional) the last time it was changed.

GetNotes

Get all notes belonging to the specified object

Input

objecttype

string

The type of the object for which to retrieve notes. Either “customer” or “todo”

objectid

number

The id of the object for which to retrieve notes.

Output

notes

collection[note]

The notes

PostNote

Post a note. A note ID must be provided, even though it is ignored. It can be set to 0.

Input

note

note

The note to post

message

set

If the note should also spawn a message

Output

note

note

The note as it was created in the system.

The message set holds two fields: remoteid which is the user ID of the receiver, and confirmation which determines in the message requires confirmation.

There are two special values for remoteid: 1000000000 - sends to the responsible user for whatever object the note belongs to, and 1000000001 - sends to the next user who checks in on the task or customer that the note belongs to.

Search

SearchProvider

Search Microbizz for customers, person, todo, tool, product

Input

search

string

The search term

objecttypes

collection[string]

Which objects to search, you may call this field "modcodes" instead, see below for a list of possible objecttypes

reference

mixed

See below

textsearch

bool

Set to 0 to return just the IDs of the matching objects, set to 1 to return also a string that describes the object (typically the object name) 

Output

objects

set

The keys are the object types, the values are sets of the matching results

Object types

objecttype

fields that will be matched

meaning of the field "reference"

objecttype

fields that will be matched

meaning of the field "reference"

person

firstname, lastname, address, address2, zip, city, country, phone, email

Either:

  1. A company ID, to find only persons associationed with that company, or

  2. A set with two fields: modcode, sysref where modcode must currently be the string "customers" and sysref is then a company ID

customers

customer

name, customernumber, vat, publicid, address, address2, zip, city, country, id, phone, email

A fuzzy search is also performed, so that if the search term looks like the name then it is considered a match



todo

name, number, address, address2, requisition



product

title



tool

name, make, model, serialnumber

If company matches the search term then any equipment that belongs to the company will also match



Stock

GetStocks

Get all Microbizz stocks. All stocks are returned, and replaces earlier stocks.

Input

None

-

-

Output

stocks

collection[ stock ]

A collection of all stocks in the Microbizz system.

CreateStock

Create a new stock and optionally attach it to an object

Input

stock

stock

The stock to create. (Id is ignored)

Output

stock

stock

The stock that was created

DeleteStock

Deletes a stock and remove assignment from it, from every user that was assigned.

Input

stockid

number

ID of the stock to delete.

Output

None

-

-

AssignStockToUser

Assigns a stock to a user as the users default stock. If no stockid is provided any default stock is removed from the user instead.

Input

userid

number

ID of the user to assign / deassign.

stockid

number

ID of the stock to assign or empty to deassign.

Output

None

-

-

Depots

AddDepotOrder

Add a depot order based on a depot inventory.

Input

customerid

number

The ID of the company for which the depot inventory was done

order

collection[doline]

The actual depot inventory

orderdate

date

When the depot inventory was done

ordertime

time

When the depot inventory was done

Output

None

-

-

Each line in order is a set containing the fields depotitemid and ordercount.

See also CreateUpdateDepotOrderLine.

This command may cause the depot order line to be exported.

CreateUpdateDepotOrderLine

Create a new depot order line, or update an existing.

Input

Output

line

depotorderline



See also AddDepotOrder.

GetDepotsByLastChange

Get the depots that have changed recently.

Input

changedate

date

-

changetime

time

-

Output

depots

collection[depot]

A list of the depots that have changed

Files

UpdateDocument

Update the data for a file.

Input

documentid

number

The internal Microbizz ID of a file/document

filedata

string

Base64 encoded binary data

title

string

New title of the file

filename

string

New name of the file, notice that the extension (eg. .jpg) must be the same as the existing file

Output

document

document

A document object

GetDocumentsByModcodeAndID

Get all documents for a modcode+ID.

Input

modcode

string

A modcode

objectid

number

An object ID

inclthumbs

bool

True to include thumbnails

inclfolders

bool

True to include folders

Output

documents

collection [ document ]

The documents present on the object

folders

collection [folder]

The folders present on the object

GetImageTags

Get all Microbizz image tags. All tags are returned and replaces earlier tags.

Input

None

-

-

Output

imagetags

collection[imagetag]

A collection of all image tags in the Microbizz system.

GetDocumentByID

Get a specific document providing a document ID

Input

documentid

number

The id of the document

Output

document

document

The document object

data

binary

The binary data of the document itself

GetDocumentsInfoByLastChange

Get documents that have changed since a given date.

Input

changedate

date

The change date

changetime

time

The change time

version

number

This should be 2, version 1 most likely crashes

resumekey

string

 

Output

docs

collection[document]

The documents

resumekey

string

 

GetPersonalDocuments

Get all personal documents of the current user

Input

inclfolders

bool

True to include folders

Output

documents

collection [document]

The personal documents

folders

collection [folder]

The folders in the personal documents area

AddFileToPersonalDocuments

Add a file to the personal documents for the user.

Input

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"

userid

number

The users of id of the user who should receive the file. Default is the logged in user.

Output

None

-

-

AddPhotoToPersonalDocuments

Add a photo file to the personal documents for the user.

Input

title

string

A file title (not a file name)

imagedata

binary

A binary stream containing photo data in jpeg format. base64_encode(Required)

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

Output

document

document

A document object

AddPhotoToCustomer

Add a photo file to a specified customer.

Input

title

string

A file title (not a file name)

imagedata

binary

A binary stream containing photo data in jpeg format.

customerid

number

reference to the customer.

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

number

Optional ID of a folder, the image should be placed in.

onxnet

boolean

if image is public for extranet.

longitude

float

Optional geolocation longitude of the phone at upload.

latitude

float

Optional geolocation latitude of the phone at upload.

comment

string

Optional comment on the image.

category

number

Optional Reference to existing image's file category.

subcategory

number

Optional Reference to existing image's file subcategory.

Output

document

document

A document object

AddPhotoToTodo

Add a photo file to a specified Task.

Input

title

string

A file title (not a file name)

imagedata

binary

A binary stream containing photo data in jpeg format.

todoid

number

reference to the task.

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

number

Optional ID of a folder, the image should be placed in.

onxnet

boolean

if image is public for extranet.

longitude

float

Optional geolocation longitude of the phone at upload.

latitude

float

Optional geolocation latitude of the phone at upload.

comment

string

Optional comment on the image.

category

number

Optional Reference to existing image's file category.

subcategory

number

Optional Reference to existing image's file subcategory.

Output

document

document

A document object

AddPhotoToTool

Add a photo file to a specified tool.

Input

title

string

A file title (not a file name)

imagedata

binary

A binary stream containing photo data in jpeg format.

toolid

number

reference to the tool.

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

number

Optional ID of a folder, the image should be placed in.

onxnet

boolean

if image is public for extranet.

longitude

float

Optional geolocation longitude of the phone at upload.

latitude

float

Optional geolocation latitude of the phone at upload.

comment

string

Optional comment on the image.

category

number

Optional Reference to existing image's file category.

subcategory

number

Optional Reference to existing image's file subcategory.

Output

document

document

A document object

AddPhotoToSalesContract

Add a photo file to a specified SalesContract (quotation).

Input

title

string

A file title (not a file name)

imagedata

binary

A binary stream containing photo data in jpeg format.

contractid

number

reference to the tool.

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

number

Optional ID of a folder, the image should be placed in.

onxnet

boolean

if image is public for extranet.

longitude

float

Optional geolocation longitude of the phone at upload.

latitude

float

Optional geolocation latitude of the phone at upload.

comment

string

Optional comment on the image.

category

number

Optional Reference to existing image's file category.

subcategory

number

Optional Reference to existing image's file subcategory.

Output

document

document

A document object

CreateUpdateFolder

Rename, move a folder, or add a subfolder to an existing folder.

You cannot change the root folder for an object.

Creating

Either parentid or modcode+objectid is required. Title is required. Readaccess and writeaccess permissions are taken from the parent folder.

Renaming

To rename an existing folder you need to specify id and title.

Moving

To move an existing folder you need to specify the ID of the new parent folder. This is done in the field parentid.

Input

title

string

A name for the folder

parentid

number

The Microbizz ID of the parent folder

id

number

The Microbizz ID of an existing folder to update, if any

ispublic

boolean

If folder is public for extranet

modcode

string

The type of object this folder should be long to, eg. "todo" or "customers" etc.

objectid

number

The Microbizz ID of the OD the object this folder shoukld be long

Output

folders

collection [folder]

The folders present on the object

DeleteFolderByID

Delete an existing folder. You cannot delete root folders.

Input

folderid

number

The ID of an existing folder.

withcontent

bool

If this is set to 0 the folder will only be deleted if is doesn't contain any files or subfolders; if set to 1 then the contents will also be deleted

Output

folders

collection [folder]

The folders present on the object

GetImageCategories

Get the image categories and their id's.

Input

None

-

-

Output

None

-

-

DeleteDocumentByID

Delete a document/file.

Input

documentid

number

The Microbizz ID of a document/file

Output

None

-

-

MoveDocumentByModcodeAndID

This will move a given document/file to another object. Notice that the file will be given a new ID.

Input

documentid

number

The ID of a document/file

modcode

string

A string specifying where to the file should be moved, either "todo" or "customers" or "tools"

objectid

number

The ID of the task/customer/equipment to where the file should be moved

filename

string

Optional new name of the file

folder

string

Optional name of folder to store the file in, the folder will be created if it doesn't exist; eg. "Pictures/Cats/"

Output

document

document

The new document object

Mail

SendMailOnObject

Send a mail to a user or person (or both). Fields from the object will be inserted into the subject+body, refer to the HTML template documentation.

There is a limit to the number of times you may use this call in a given 24h period.

Input

objecttype

string

The type of object this relates to, either "Customer" or "Todo"

objectid

number

The Microbizz ID of the object

mailtemplateid

number

The Microbizz ID of an HTML template

userid

number

The Microbizz ID of a user, either this or personid must be set

personid

number

The MIcrobizz ID of a person, either this or userid must be set

subject

string

If not set then the mail subject will be taken from the HTML template

body

string

If not set then the mail body will be taken from the HTML template

Output

None

-

-

Anonymization

AnonymizeDataByModcodeAndID

Delete notes, forms mails or activities on a customer, todo or project.

 

project deletion will additionally delete notes forms and mails which are visible for the project. which also includes connected tasks.

Input

search

string

The search term

modcode

string

should be customers, todo or project.

objectid

number

Id of object defined using modcode

data

string

should be forms, notes, mails or activities.

Output

None or error message

 

 

DeleteByModcodeAndID

Delete a project todo or customer

Input

search

string

The search term

modcode

string

should be customers, todo or project.

objectid

number

Id of object defined using modcode

Output

None or error message

 

 

CreatePDF

Create a pdf for download.

Either object_id and object_type has to be in use or a file has to be sent. the file needs to be outside the scope of the json, base64 encoded and it needs to be the file of a valid pdf.

Input

object_id

number

The ID of an object, see object_type below

object_type

string

One of “quotation”, “company” or “task”

custom_document

number

The ID of a document in the Data+ module. If this is set the uploaded file will be ignored.

custom_fields

array

There are two parts in the custom_fields. an overwrite of contentarea which this format.

{
"headerlines":[
{
"h":5,
"items":[
{
"x":20,
"w":20,
"h":5,
"style":{
"fontstyle":"bold",
"clip":true
},

//propably always text
"type":"text",
"text":"#"
}
]
}
],
"lines":…,
"footerlines": …,
"endlines":…
}

and

{
"x":142,
"y":64.5,
"w":50,
"h":10,
"style":{
"fontsize":9,
"font":"helvetica",

//used to overwrite the font.
"use_default_styling":0
},
"fieldtype":"text",
"value":{
"value":"#",
"type":"text"
}
}

custom_areas

array

Describes the height and location of the content area on the page.

Only allows one content area so far.

Example where the area takes up all of a A4 page:

[1 => ["y" => 0, "h" => 297]]

Output

None or error message