© 2015 X2Engine Inc.
Difference between revisions of "Web API Reference (Legacy)"
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Revision as of 00:14, 7 September 2013
X2CRM features a remote API for inserting, updating, querying and deleting records via ApiController, which (with few exceptions) responds in JSON format. The API can perform these operations with any subclass of X2Model. URLs (after the domain name and relative path to the document root) for web requests to the API begin with index.php/api/.
Contents
Authenticating
In most calls to the API, authentication is required in the form of GET or POST parameters user and userKey, which are the username and API key (respectively) of a user in the CRM. In versions earlier than 2.9.1, these parameters are named authUser and authPassword, and authPassword is the password hash. A user's API key can be set by the administrator in the User module by visiting the update page for the given user.
CRUD (Create, Read, Update & Delete) API Methods
The following API actions can be used with any subclass of X2Model (i.e. Contacts, Accounts, Opportunity, etc.) In the following reference table, the model class to be used for display purposes is Contacts, and the id (primary key) value is 5.
| Use | Method | URL | Authentication | Request type/data expected | Code | Response properties |
|---|---|---|---|---|---|---|
| Create a new record | actionCreate() | /create/model/Contacts | With post data | POST; authentication & model attributes together in a flat list as URL-encoded form data |
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| Search for the first record matching one or more fields | actionLookup() | /lookup/model/Contacts | With post data | POST; Same as with the create action |
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If successful: attributes of the model as a flat key-value pair list (indexed by attribute name). Otherwise:
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| Retrieve a record by primary key | actionView() | /view/Contacts/id/5 | As additional query parameters appended to the URL | GET |
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Attributes of the model as a flat list indexed by attribute name, if successful. Otherwise:
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| Update a preexisting record | actionUpdate() | /update/model/Contacts/id/5 | With post data | POST; same as with create method |
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Same as with create action |
| Delete a record | actionDelete() | /delete/model/Contacts/id/5 | With post data | POST; authentication data |
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Attribute Input Format
The input to the API will be processed in the same way that it is within the application, that is to say, using the method X2Model.setX2Fields(). In particular, the method Fields.parseValue() is used for processing and transforming the data before it is recorded in the database. The case statement in that method shows how each type of field is processed (see X2Model and Dynamic Fields for more information on field types and how fields are dynamically managed)
Miscellaneous API actions
Create a relationship between two records
One can create, get lists of and delete relationships between records in X2CRM by using the actionRelationship() method. Of all the API methods, this is one of the most recently-created; creation, retrieval and deletion of relationships all happen through the same URL. This is an effort to shift in the direction of an ultimately more REST-ful and clean API. The following table describes its uses and responses:
| Use | Request Type / Data | Codes | Response |
|---|---|---|---|
| Use | Method | Authentication | Relative URL | Notes |
|---|---|---|---|---|
| Make note of a VoIP call | actionVoip() | /voip | no | Notifies the assignee of a contact having called (if the phone number matches). Requires only the "phone" field, as a GET parameter, it being a 10+ digit phone number. |
| Get a list of all users in the app | actionListUsers() | yes | /listUsers | Will return with HTTP code 403 if the user used for authenticating does not have permission to the UsersIndex RBAC action. |
Specifying Model
The API requires specifying the model for which the transaction will be performed as a GET parameter with key "model", with actionVoip being the only current exception. Per the URL format rule of X2CRM, which is "path" (see CUrlManager for more information), the full URL of the request will be: index.php/api/[method]/model/[model name]. So, for example, an API call to create a new contact record should use index.php/api/create/model/Contacts
Usage Example
The file leadCapture.php in the web root of the codebase contains a few noteworthy examples of API calls. Of particular significance is the necessity of creating a contact first and then using lookup to obtain its numeric ID in order to create an action associated with that contact.
(section in progress)
