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Difference between revisions of "REST API:record Resource"

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{{:REST API:Dynamic Search}}
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:'''Note:''' When searching a multi-object lookup field, the object ID (not name) must be specified.<br>Syntax: <tt>{object_id}:{record_id}</tt>
:'''Note:''' When searching a multi-object lookup field, the object ID (not name) must be specified.<br>Syntax: <tt>{object_id}:{record_id}</tt>
{{WarnSearchUppercaseFieldsForCRMObjects}}
    
    
;Response: Here is the response for a search on a custom object where ObjectName is the name of the custom object:
;Response: Here is the response for a search on a custom object where ObjectName is the name of the custom object:

Revision as of 22:48, 11 October 2012

Manage Object records using the REST API.

About the Record Resource

Available Objects

These objects are available in the record Resource
For each object, it is possible to access and/or manage:

Predefined Custom Object Fields

Every Custom Object is created with a number of fields that are automatically modified for each record.
Learn More: Custom Object#Predefined Fields

Special Considerations for Enumerated Fields

When a record contains Enumerated Fields, there are additional factors to take into account.
Learn more: Enumerated Field Behavior For REST Web Services

Special System Objects

These System Objects can not be retrieved using the record Resource. They have specific resource URLs, instead:

Deprecated Fields

  • workflow_owner - This field has been deprecated for GETs. It is still present and can be used for updates, but it no longer contains any data when returned. Use this resource, instead: Identify_Workflow_Owners.

Requirements

  • The logged-in user must have the permissions needed to access and/or modify the object in question.
Record access:

Lock-tiny.gif

  • In general, any user who can access an object can view all of the records it contains. (To access the object, they must be granted access to an application that contains it.)
  • One special case occurs when a record is owned by some other member of their team. In that case, the record becomes invisible, unless View permission has enabled in their Role Permissions, or unless their Access Profile gives them Global View permission.
  • Another special case occurs when Record Level Visibility has been enabled for an object, and visibility criteria has been specified for an individual record. In that case, a user who can see the record only when (a) They have been granted access to an application that contains the object, and (b) They match the visibility criteria specified for that record.
  • Users with Add permission enabled in Role Permissions or the Access Profile can add records
  • Users with Update permission enabled in Role Permissions or the Access Profile can update records
  • Users with Delete permission enabled in Role Permissions or the Access Profile can delete records 
Access to records owned by other team members:

Lock-tiny.gif

unless Record Level Visibility has been enabled, and visibility criteria has been specified for a record. (In that case, only users who match the criteria can read the record.)

Retrieve a Record

Identifies and retrieves a single record in an Object

Method
GET
URI
https://{yourDomain}/networking/rest/record/{objectName}/{recordId}
https://{yourDomain}/networking/rest/record/{objectName}/{recordId}?retrieveRecordPermissions=true
where the optional Retrieve Record Permissions Query Parameter adds extra data that tells whether the user has add or delete capabilities.
Response
<syntaxhighlight lang="xml" enclose="div">

<platform> 

 <record>
   <field1>...</field1>
   <field2>...</field2>
       …
 </record>

</platform> </syntaxhighlight>

Notes:
  • A Multi Object Lookup field has two attributes, in addition to the type attribute that is specified when you do an add or update. The syntax looks like this:
<syntaxhighlight lang="java" enclose="div">

<field_name type="{objectName}" 

   uri="{REST_resource_record_id}" 
   display_value="{textual_record_identifier}">{record_id}</field>

</syntaxhighlight>

where the Record Locator is the information that is displayed for the selected record.
  • For example, in the Sample Order Processing System, if priority tags were in a separate table, then the contents of the tag field might look like this:
<syntaxhighlight lang="java" enclose="div">

<tag type="Priority_Tag" 

   uri="https://{domain}/networking/rest/record/Priority_Tag/9467890" 
   displayValue="Rush, Overnight">9467890</tag>

</syntaxhighlight>

Dynamic Search

Method
GET
URI
https://{yourDomain}/networking/rest/record/{objectName}?{query_params}
https://{yourDomain}/networking/rest/record/{objectName}?{query_params}&retrieveRecordPermissions=true
where:
Sample Search
?fieldList=name,id & filter=name contains 'smith' & sortby='id'
(See the object or view being searched for a list of field names.)
Query Parameters
  • fieldList - A comma-separated list of field names to retrieve
  • The asterisk (*) wildcard specifies all fields
  • {fieldname} specifies an individual field (e.g. name)
(Use the REST API:field Resource to get a complete list of fields.)
  • For a Composite Object, specify {alias}.{fieldname} to select a related-record field, where the alias is defined in the Object Relationships.
  • For a Database View, specify {alias}.{fieldname}, where the object alias is defined in the Database View.
  • alias.* specifies all fields in the aliased object.
  • filter - Filtering criteria to filter the records
  • pageSize - Number of records to retrieve from the result set in order to make a "page".
  • page - Number of the logical page in a database result set. The first page is page "zero" (0).
Page zero is returned by default, so appending &pageSize=1 to your query returns a single record.
  • getTotalRecordCount returns the number of total records.
    Causes the following structure to be returned, where N is the total number of records:
<syntaxhighlight lang="xml" enclose="div">

<platform> 

  <status>
  <packageDeploy>
  ...
  </packageDeploy>
  </status>
  <message>
     0
     <description>Success</description>
  </message>

  <totalRecordCount>N</totalRecordCount>

</platform> </syntaxhighlight>

  • sortBy - Field name for primary sort
    Ex: &sortBy=name
  • sortOrder - Sort order of the primary field, either asc or desc (ascending or descending)
    Ex: &sortOrder=desc
  • sortBy2 - Field name for secondary sort
  • sortOrder2 - Sort order of the second field, either asc or desc (ascending or descending)
For more information, see: Specifying Query Parameters in REST APIs
Note: When searching a multi-object lookup field, the object ID (not name) must be specified.
Syntax: {object_id}:{record_id}
Response
Here is the response for a search on a custom object where ObjectName is the name of the custom object:
<syntaxhighlight lang="xml" enclose="div">

<platform> 

   <record>
       <field1>...</field1>
       <field2>...</field2>
   </record>
   ...
   <message>
       0
       <description>Success</description>
       </message>
   <recordCount>30</recordCount>

</platform> </syntaxhighlight>

Response
Here is the response for a search on a database view where ObjectName is the DatabaseViewId:
<syntaxhighlight lang="xml" enclose="div">

<platform> 

   <record>
       <alias1.fileName1>value1</alias1.fileName1>
       <alias1.fileName2>value1</alias1.fileName2>
       <alias2.fileName1>value1</alias2.fileName1>
       <alias2.fileName2>value1</alias2.fileName2>
       ...
   </record>
   <record>
   ...
   </record>
       <message>
           0
           <description>Success</description>
       </message>
   <recordCount>30</recordCount>

</platform> </syntaxhighlight>

Add a Record

Adds a record to an Object

Method
POST
URI
https://{yourDomain}/networking/rest/record/{objectName}?{query_parameters}
Query Parameters
  • retrieveRecord (optional)
    • true: the record is also returned
    • false: the record is not returned (default)
For more information, see: Specifying Query Parameters in REST APIs
Request
<syntaxhighlight lang="xml" enclose="div">

<platform> 

   <record>
       <field1>...</field1>
       <field2>...</field2>
       ...
       ...
   </record>

</platform> </syntaxhighlight>

Notes:
  • Each <fieldN> element has the name of a field in the object. For example:
<syntaxhighlight lang="java" enclose="div">

<company_name>ABC Co.</company_name> <street_address>21 Jump Street</street_address> </syntaxhighlight>

  • When specifying a Multi Object Lookup field, you specify the object identifier (name or ID) in the type attribute, and the record ID as the field value. The syntax looks like this:
<syntaxhighlight lang="java" enclose="div">

<field_name type="{objectName}">{record_id}</field> </syntaxhighlight>

For example, in the Sample Order Processing System, if priority tags were in a separate table, then the field might look like this:
<syntaxhighlight lang="java" enclose="div">

<tag type="Priority_Tag">9467890</tag> </syntaxhighlight>

  • To not trigger the rules via REST API, use the following parameter:
<syntaxhighlight lang="java" enclose="div">

<PLATFORM.PARAMS.RECORD.DO_NOT_EXEC_DATA_POLICY>1</PLATFORM.PARAMS.RECORD.DO_NOT_EXEC_DATA_POLICY> </syntaxhighlight>

Response
<syntaxhighlight lang="xml" enclose="div">

<platform> 

   <message>
       0
       <description>Success</description>
   </message>
   <id>...</id>

</platform> </syntaxhighlight>

Update a Record

Updates a record in an Object.

Method
PUT
URI
https://{yourDomain}/networking/rest/record/{objectName}/{recordId}?{query_parameters}
Query Parameters
  • retrieveRecord (optional)
    • true: the record is also returned
    • false: the record is not returned (default)
For more information, see: Specifying Query Parameters in REST APIs
Request
<syntaxhighlight lang="xml" enclose="div">

<platform> 

   <record>
       <field1>...</field1>
       <field2>...</field2>
       ...
       ...
   </record>

</platform> </syntaxhighlight>

Notes:
  • Each <fieldN> element has the name of a field in the object. For example:
<syntaxhighlight lang="java" enclose="div">

<company_name>ABC Co.</company_name> <street_address>21 Jump Street</street_address> </syntaxhighlight>

  • When specifying a Multi Object Lookup field, you specify the object identifier (name or ID) in the type attribute, and the record ID as the field value. The syntax looks like this:
<syntaxhighlight lang="java" enclose="div">

<field_name type="{objectName}">{record_id}</field> </syntaxhighlight>

For example, in the Sample Order Processing System, if priority tags were in a separate table, then the field might look like this:
<syntaxhighlight lang="java" enclose="div">

<tag type="Priority_Tag">9467890</tag> </syntaxhighlight>

  • To not trigger the rules via REST API, use the following parameter:
<syntaxhighlight lang="java" enclose="div">

<PLATFORM.PARAMS.RECORD.DO_NOT_EXEC_DATA_POLICY>1</PLATFORM.PARAMS.RECORD.DO_NOT_EXEC_DATA_POLICY> </syntaxhighlight>

Response
<syntaxhighlight lang="xml" enclose="div">

<platform> 

   <message>
       0
       <description>Success</description>
   </message>

</platform> </syntaxhighlight>

If the ?retrieveRecord=true query is included:

  • If ?retrieveRecord=true, the record is also returned
  • If ?retrieveRecord=false or is not present, the record is not returned

Delete a Record

Deletes a record in an Object

Method
DELETE
URI
https://{yourDomain}/networking/rest/record/{objectName}/{recordId}
Request

No request body accompanies the resource.

Response
<syntaxhighlight lang="xml" enclose="div">

<platform> 

   <message>
       0
       <description>Success</description>
   </message>

</platform> </syntaxhighlight>

Multipart Operations for Raw Data

To include binary data in an XML stream, it is encoded and included in a multipart REST request (a request that contains a normal XML segment and an additional segment for each request field that holds raw data).

Add a Multipart Record

Adds a record to an Object when one or more fields contain raw data.

Method
POST
URI
https://{yourDomain}/networking/rest/record/{objectName}?{query_parameters}
Query Parameters
  • retrieveRecord (optional)
    • true: the record is also returned
    • false: the record is not returned (default)
For more information, see: Specifying Query Parameters in REST APIs
Request
<syntaxhighlight lang="xml" enclose="div">

Content-Type: multipart/form-data; boundary=.............................103832778631715

--.............................103832778631715 Content-Disposition: form-data; name="__xml_data__" content-type: application/xml 

   <platform>
       <record>
           <field1>...</field1>
           <field2>...</field2>
           <image_field>image1.jpg</image_field>
            ...
       </record>
   </platform>

.............................103832778631715 Content-Disposition: form-data; name="image_field"; filename="image1.jpg" content-type: application/octet-stream

{encoded contents of file} .............................103832778631715-- </syntaxhighlight>

The Content-type of the request is set to multipart/form-data with an appropriate boundary.
The first part contains the xml record post request and has a Content-type application/xml or application/json. The name of the part is either __xml_data__ or __json_data__.
The <image_field> field contains the file name: image1.jpg.
The next part of the request is the actual file. The Content-type is application/octet-stream. Note that the 'name' attribute in the content disposition points to the image field tag in the xml of the first part (ie. 'image_field'). This links the file part to the respective field in the xml. The 'filename' attribute of the content disposition is the file name of the file being uploaded to that field (i.e. image1.jpg).
Multiple files can be attached to their respective fields in that manner.
Response
<syntaxhighlight lang="xml" enclose="div">
<platform>
    <message>
        0
        <description>Success</description>
    </message>
</platform>

</syntaxhighlight>

See also: REST API:Error Codes
Sample Client
Here is a sample client that uploads an image to an image field.
<syntaxhighlight lang="java" enclose="div">

import java.io.File;

import javax.ws.rs.core.MediaType;

import org.apache.commons.httpclient.HttpClient; import org.apache.commons.httpclient.URI; import org.apache.commons.httpclient.methods.PutMethod; import org.apache.commons.httpclient.methods.multipart.FilePart; import org.apache.commons.httpclient.methods.multipart.MultipartRequestEntity; import org.apache.commons.httpclient.methods.multipart.Part; import org.apache.commons.httpclient.methods.multipart.StringPart;

public class MultipartRecord { 

   public static void main(String[] args)
   {
       try
       {
           File f = new File("c:\\csvs\\image1.jpg");
           
           HttpClient client = new HttpClient();

           //Add a record to a custom object called "HOMEPAGE"
           PostMethod postMethod = new 
               PostMethod("https://{domain}/networking/rest/record/HOMEPAGE/");
           
           //Set the session for this request.
           postMethod.setRequestHeader("Cookie", "JSESSIONID=A741270662A86F796DA16646F0708C43");

           //The first attribute of the FilePart constructor refers to the image field name 
           //ie.image_field
           FilePart filePart = new FilePart("image_field", f);
           
           //Set the content type of the filePart
           filePart.setContentType(MediaType.APPLICATION_OCTET_STREAM);

           //Create the xml part of the request
           // __xml_data__ is required for the name attribute 
           // If the content type is json, use __json_data__
           StringPart sp = new StringPart("__xml_data__",
             "<platform><record><field1>Some text field</field1>"
           + "<image_field>image1.jpg</image_field></record></platform>");
           
           //Set the Content-type of the xml part
           sp.setContentType(MediaType.APPLICATION_XML);
           
           final Part[] parts = { sp, filePart };

           postMethod.setRequestEntity(new MultipartRequestEntity(parts, postMethod.getParams()));

           int executeMethod = client.executeMethod(postMethod);
       }
       catch(Exception e)
       {
           System.out.println("Exception");
       }
   }

} </syntaxhighlight>

Update a Multipart Record

Updates a record in an Object when one or more fields contain raw data.

Notepad.png

Note: Normal update rules are observed. For example, if an image field is specified, and the existing record field already contains an image, then the old image is deleted and the new one is uploaded in it's place.

Method
PUT
URI
https://{yourDomain}/networking/rest/record/{objectName}/{recordId}?{query_parameters}
Query Parameters
  • retrieveRecord (optional)
    • true: the record is also returned
    • false: the record is not returned (default)
For more information, see: Specifying Query Parameters in REST APIs
Request
The format of the request is identical to that shown in Add a Multipart Record.
Response
<syntaxhighlight lang="xml" enclose="div">
     <platform>
         <message>
             0
             <description>Success</description>
         </message>
     </platform>

</syntaxhighlight>

See also: REST API:Error Codes
Sample Client
Here is a sample client that updates an image in an image field.
<syntaxhighlight lang="java" enclose="div">

import java.io.File;

import javax.ws.rs.core.MediaType;

import org.apache.commons.httpclient.HttpClient; import org.apache.commons.httpclient.URI; import org.apache.commons.httpclient.methods.PutMethod; import org.apache.commons.httpclient.methods.multipart.FilePart; import org.apache.commons.httpclient.methods.multipart.MultipartRequestEntity; import org.apache.commons.httpclient.methods.multipart.Part; import org.apache.commons.httpclient.methods.multipart.StringPart;


public class MultipartRecord { 

   public static void main(String[] args)
   {
       try
       {
           File f = new File("c:\\csvs\\image1.jpg");
           
           HttpClient client = new HttpClient();

           //Update a record in a custom object called "HOMEPAGE"
           PutMethod PutMethod = 
              new PutMethod("https://{domain}/networking/rest/record/HOMEPAGE/{recordId}");
           
           //Set the session for this request.
           PutMethod.setRequestHeader("Cookie", "JSESSIONID=A741270662A86F796DA16646F0708C43");

           //The first attribute of the FilePart constructor refers to 
           //the image field name ie.image_field
           FilePart filePart = new FilePart("image_field", f);
           
           //Set the content type of the filePart
           filePart.setContentType(MediaType.APPLICATION_OCTET_STREAM);

           //Create the xml part of the request
           // __xml_data__ is required for the name attribute 
           // If the content type is json, use __json_data__
           StringPart sp = new StringPart("__xml_data__",
               "<platform><record><field1>Some text field</field1>"
             + "<image_field>image1.jpg</image_field></record></platform>");
           
           //Set the Content-type of the xml part
           sp.setContentType(MediaType.APPLICATION_XML);
           
           final Part[] parts = { sp, filePart };

           PutMethod.setRequestEntity(new MultipartRequestEntity(parts, PutMethod.getParams()));

           int executeMethod = client.executeMethod(PutMethod);
       }
       catch(Exception e)
       {
           System.out.println("Exception");
       }
   }

} </syntaxhighlight>

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