TemplateService

Templates are specially customized tabs throughout the 24SevenOffice system that are set up for our clients by one of our consultants. Once set up, the client can set custom values for a given customer, project, sales opportunity and other elements in the 24SevenOffice system.

TemplateService
TemplateService WSDL

Data Types

Getting Data

To get data from a template you send a request to GetTemplateList to identify the template you wish to use.

You can then send a request to GetTemplateValues to get a list of field values for a given templateId, idType and id. The id specified is for the given type, so if the idType is Customer the id must be a Customer Id. If the idType is Project the id must be a Project Id and so on. You can get a list of Type Ids by sending a request to GetTypeDefinitions.

Send a request to GetTemplateFields to get a list with a description of all the fields for a given template.

Saving Data

When saving data you need to Specify:

  • FieldId (This is set if you are updating an existing value. You get the value from GetTemplateFields )
  • Value (the value you wish to save)
  • OrderId
  • TemplateId (which you get from GetTemplates)
  • Id (e.g. Customer Id, Project Id)

If you want to set an option, e.g. in a dropdown menu, you send a request to GetTemplateFieldOptions to get the value for the option you wish to specify.

Methods

Method Input type Input name Return type Description
GetTemplateList Template[] Returns a list of templates
GetTemplateFields Int32 templateId TemplateField[] Returns a list of TemplateFields for the specified template
GetTemplateFieldOptions Int32, Int32 templateId, fieldId KeyValuePair[] Returns a list of the field options for the specified field. Key = Option Id, Value = Option Name.
GetTemplateValues Int32, TemplateType, Int32 TemplateValue[] Gets a list of values for the specified template and type id
SaveTemplateValues TemplateValue[] templateValues Saves the template values. Date values must be XML-formatted (yyyy-MM-ddThh:mm:ssZ)
GetTypeDefinitions KeyValuePair Gets a list of id types. Key = Id, Value = Name
DeleteTemplateValues TemplateValue[] templateValues int Deletes a list of Template Values