Templates via API?
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Pro
luke@centercode.com
on Jun 5. 2008. 3:52 pm
Based on my limited understanding, Templates are a pretty new thing to ActiveCollab, which is why after taking a quick look at the API, I understood not seeing mention of them. What I'm attempting to do is have a CRM tool (SalesForce.com) kick off a new project in ActiveCollab via the API, when we close a deal in SalesForce. For this to really make sense though, I'd need it to kick off a specific template in ActiveCollab (with the API being able to instance different templates as new projects, depending on the type of deal that closes).
Is this kind of thing available today, or would I be starting from scratch? This seems like pretty sweet functionality that isn't a stretch if it's not available today.
Thanks!
Luke
Is this kind of thing available today, or would I be starting from scratch? This seems like pretty sweet functionality that isn't a stretch if it's not available today.
Thanks!
Luke
Staff
Ilija Studen
on Jun 5. 2008. 5:06 pm
This already can be done. Just make sure that you have project_template_id properly set when creating a project. Here is example data from API test tool:
Template ID can be an ID of any project you already have in the system. There are no special calls for getting the list of templates, all of your projects are a potential template.
project = {
name=New Project Hehehe
leader_id=1
project_template_id=24
}
submitted=submittedTemplate ID can be an ID of any project you already have in the system. There are no special calls for getting the list of templates, all of your projects are a potential template.
activeCollab Team Member
Pro
luke@centercode.com
on Jun 5. 2008. 6:38 pm
Great, thank you. If my developers can come up with a clean integration for ActiveCollab -> SalesForce.com - I'll share it with the Community.
=Luke
=Luke
