Revision as of 23:09, 27 November 2013

API

Contacts

I made a contact through the API. Why doesn't the assignedTo field get set according to lead routing rules?

When creating records through the API, all fields must be explicitly defined. One can, however, obtain an assignee for a new contact that is distributed according to lead routing type via the public "getLeadRoutingType" action of AdminController. An example of this can be found in APIModel (which is a class that was written for the express purpose of creating contacts and other records via the API).

Why doesn't the "Record Created" X2Flow trigger fire when creating a contact via API?

Note, the data submitted to the server should not contain the "createDate" field. If it does not, the field will be automatically set to the current timestamp at record insertion, and the "Record Created" trigger will be activated. Otherwise, it is assumed that a data import of some sort is happening, because a non-empty creation date implies that it was created on some other system first. In the latter case, the record created trigger will not be activated, and the field will not be automatically set.

Why doesn't the "Web Lead" X2Flow trigger fire when creating a web lead via API?

The "create" API method, intended as a generic method for creating records, cannot assume that it is being used for creating a web lead in particular. One might choose instead to create a flow triggered by record creation and add the criteria that the lead type must be "Web", and set the lead type to "Web" in the submission to the API, which be practically the same as having the web lead trigger activate in the API.

Customization

Custom fields

I made a custom field and it doesn't show up. Now what?

Once you create a field, you must add it to the view and form as you see fit, as follows:

1. Go to "Admin"
2. Scroll down to the section "Utilities"
3. Go to "Form Editor"
4. Open the views/forms for the model by selecting the model from the "Model" dropdown
5. Select "Form (Default)" from the "Version" dropdown
6. Drag and drop the custom field into the form where it is desired.
7. Hit "Save"
8. Repeat the process with the "View" to change the record view page for the model type.

Why isn't any data going into my custom field getting saved?

If this occurs for a user that has been assigned any role, you will need to add permissions to that field for the role:

1. Go to the "Role Manager" in Admin.
2. Select the role to be edited from the dropdown menu.
3. Under "View" and "Edit" permissions, click the "+" sign next to the field in the right panels to add them.
4. Click "Save".

Custom modules

Why don't I see anything when I go to create/view a record in a new custom module?

The first step after creating a custom module is designing a form and view for it. To do so:

1. Go to "Admin"
2. Scroll down to the section "Utilities"
3. Go to "Form Editor"
4. Open the views/forms for the model corresponding to the new module by selecting it from the "Model" dropdown
5. Select "Form (Default)" from the "Version" dropdown
6. Drag and drop the custom field into the form where it is desired.
7. Hit "Save"
8. Repeat the process with the "View" to change the record view page for the model type.