VB.NET API: Difference between revisions
Line 789: | Line 789: | ||
| '''WarrantyLicenseExp''' | | '''WarrantyLicenseExp''' | ||
| FLDASTWARREXPDATE | | FLDASTWARREXPDATE | ||
| As String | |||
|} | |||
= Calendar Class = | |||
The '''CommitCRM.Calendar''' class derives from '''CommitCRM.Object''' and encapsulates the [[API_Reference_Manual#Calendar_Fields|Calendar_Fields]]. | |||
The following table lists all exposed '''CommitCRM.Calendar''' properties. | |||
== Calendar Properties Reference Table == | |||
{| class="wikitable" | |||
|- | |||
! '''Access modifier''' | |||
! '''Property''' | |||
! '''API Field Name''' | |||
! '''Return value''' | |||
|- | |||
| Public ReadOnly Property | |||
| '''''' | |||
| | |||
| As String | |||
|} | |||
= Charge Class = | |||
The '''CommitCRM.Charge''' class derives from '''CommitCRM.Object''' and encapsulates the [[API_Reference_Manual#Charge_Fields|Charge_Fields]]. | |||
The following table lists all exposed '''CommitCRM.Charge''' properties. | |||
== Charge Properties Reference Table == | |||
{| class="wikitable" | |||
|- | |||
! '''Access modifier''' | |||
! '''Property''' | |||
! '''API Field Name''' | |||
! '''Return value''' | |||
|- | |||
| Public ReadOnly Property | |||
| '''''' | |||
| | |||
| As String | |||
|} | |||
= Document Class = | |||
The '''CommitCRM.Document''' class derives from '''CommitCRM.Object''' and encapsulates the [[API_Reference_Manual#Document_Fields|Document_Fields]]. | |||
The following table lists all exposed '''CommitCRM.Document''' properties. | |||
== Document Properties Reference Table == | |||
{| class="wikitable" | |||
|- | |||
! '''Access modifier''' | |||
! '''Property''' | |||
! '''API Field Name''' | |||
! '''Return value''' | |||
|- | |||
| Public ReadOnly Property | |||
| '''''' | |||
| | |||
| As String | |||
|} | |||
= HistoryNote Class = | |||
The '''CommitCRM.HistoryNote''' class derives from '''CommitCRM.Object''' and encapsulates the [[API_Reference_Manual#History_Note_Fields|History_Note_Fields]]. | |||
The following table lists all exposed '''CommitCRM.HistoryNote''' properties. | |||
== HistoryNote Properties Reference Table == | |||
{| class="wikitable" | |||
|- | |||
! '''Access modifier''' | |||
! '''Property''' | |||
! '''API Field Name''' | |||
! '''Return value''' | |||
|- | |||
| Public ReadOnly Property | |||
| '''''' | |||
| | |||
| As String | |||
|} | |||
= Item Class = | |||
The '''CommitCRM.Item''' class derives from '''CommitCRM.Object''' and encapsulates the [[API_Reference_Manual#Item_Fields|Item_Fields]]. | |||
The following table lists all exposed '''CommitCRM.Item''' properties. | |||
== Item Properties Reference Table == | |||
{| class="wikitable" | |||
|- | |||
! '''Access modifier''' | |||
! '''Property''' | |||
! '''API Field Name''' | |||
! '''Return value''' | |||
|- | |||
| Public ReadOnly Property | |||
| '''''' | |||
| | |||
| As String | |||
|} | |||
= KnowledgeBaseArticle Class = | |||
The '''CommitCRM.KnowledgeBaseArticle''' class derives from '''CommitCRM.Object''' and encapsulates the [[API_Reference_Manual#Knowledge_Base_Article_Fields|Knowledge_Base_Article_Fields]]. | |||
The following table lists all exposed '''CommitCRM.KnowledgeBaseArticle''' properties. | |||
== KnowledgeBaseArticle Properties Reference Table == | |||
{| class="wikitable" | |||
|- | |||
! '''Access modifier''' | |||
! '''Property''' | |||
! '''API Field Name''' | |||
! '''Return value''' | |||
|- | |||
| Public ReadOnly Property | |||
| '''''' | |||
| | |||
| As String | |||
|} | |||
= Opportunity Class = | |||
The '''CommitCRM.Opportunity''' class derives from '''CommitCRM.Object''' and encapsulates the [[API_Reference_Manual#Opportunity_Fields|Opportunity_Fields]]. | |||
The following table lists all exposed '''CommitCRM.Opportunity''' properties. | |||
== Opportunity Properties Reference Table == | |||
{| class="wikitable" | |||
|- | |||
! '''Access modifier''' | |||
! '''Property''' | |||
! '''API Field Name''' | |||
! '''Return value''' | |||
|- | |||
| Public ReadOnly Property | |||
| '''''' | |||
| | |||
| As String | |||
|} | |||
= Ticket Class = | |||
The '''CommitCRM.Ticket''' class derives from '''CommitCRM.Object''' and encapsulates the [[API_Reference_Manual#Ticket_Fields|Ticket_Fields]]. | |||
The following table lists all exposed '''CommitCRM.Ticket''' properties. | |||
== Ticket Properties Reference Table == | |||
{| class="wikitable" | |||
|- | |||
! '''Access modifier''' | |||
! '''Property''' | |||
! '''API Field Name''' | |||
! '''Return value''' | |||
|- | |||
| Public ReadOnly Property | |||
| '''''' | |||
| | |||
| As String | | As String | ||
|} | |} |
Revision as of 11:05, 28 February 2011
Disclaimer
This documentation refers to CommitCRM 5.6 or later version and assumes CommitCRM is installed and accessible on the local computer.
Introduction
This document demonstrates how to use the CommitCRM VB.NET API library in order to programmatically connect to your CommitCRM server and query or manipulate the CommitCRM database.
System Requirements
- CommitCRM 5.6 or later.
- Visual Basic .NET 2008 or Visual Basic .NET 2010.
- CommitLib.dll (the CommitCRM VB.NET compiled library).
Getting Started
After you create your VB.NET project, you'll need to add a reference to the CommitLib.dll file, in order to have access to the CommitCRM library classes.
Each application using the library will have to initialize on startup the CommitCRM.Application object and terminate it on exit. Initialization method requires that you pass an object instance of CommitCRM.Config class configured with the following settings:
- AppName
- This is free text, preferably the name of your application.
- CommitDllFolder
- Behind the scenes the library uses the two CommitCRM API dlls: CmtDbEng.dll and CmtDbQry.dll.
- In the default CommitCRM installation you'll find these files in 'C:\Commit\ThirdParty\UserDev'.
- Important Note: Always point to this folder and do not copy the dll files elsewhere. This is because when the CommitCRM version upgrade runs it also upgrades the dll files stored in this folder. This verifies that you will always be using the latest release.
- CommitDbFolder
- Path to the CommitCRM database, default is 'C:\Commit\db'.
Assuming these default values, we can configure the CommitCRM.Config object like this:
Dim config As New CommitCRM.Config config.AppName = "VB.NET Demo" config.CommitDllFolder = "C:\Commit\ThirdParty\UserDev" config.CommitDbFolder = "C:\Commit\db"
You should of course check where these paths are exactly on your disk and modify these values accordingly.
Now we can initialize the CommitCRM.Application object with these settings:
CommitCRM.Application.Initialize(config)
If anything goes wrong, the above line will throw an exception of the CommitCRM.Exception class. To prevent unexpected termination of the program execution, we recommend having any call to the CommitCRM library enclosed in a Try/Catch block.
Before exit, we terminate the CommitCRM.Application object:
CommitCRM.Application.Terminate()
The most basic VB.NET application that just connects to CommitCRM and terminates could look something like this:
Try Dim config As New CommitCRM.Config config.AppName = "VB.NET Demo" config.CommitDllFolder = "C:\Commit\ThirdParty\UserDev" config.CommitDbFolder = "C:\Commit\db" CommitCRM.Application.Initialize(config) 'At this point we have successfully initialized the CommitCRM.Application 'and can start using the other library classes Catch ex As Exception Console.Out.Write(ex.Message) Finally CommitCRM.Application.Terminate() End Try
Now that we have confirmed the connectivity to the CommitCRM server (if the above code successfully runs), we can continue adding more functionality to the example.
The library exposes as VB.NET classes the same CommitCRM objects (Account, Ticket etc.) available through the native CommitCRM API and you can refer to the API Reference Manual for database fields reference.
With any of these objects you can:
- Search and query for objects with CommitCRM.ObjectQuery that satisfy certain criteria.
- Read and display the properties of the retrieved objects.
- Update and save the properties of the retrieved objects.
- Create and save new objects.
Now let's see how we can search for CommitCRM.Account objects.
We instantiate an object of the CommitCRM.ObjectQuery class and pass CommitCRM.Account class as generics parameter.
Dim accountSearch As New CommitCRM.ObjectQuery(Of CommitCRM.Account)
CommitCRM.ObjectQuery class can accept any of the CommitCRM objects in this parameter, but we want to search for accounts now.
Next, we need to set criteria (or more than one) we want to search for:
accountSearch.AddCriteria("FLDCRDCITY", CommitCRM.OperatorEnum.opEqual, "New York")
The first parameter to the AddCriteria method is the field name we want to look in. Refer to Account_Fields for a complete list of the available fields for the CommitCRM.Account class.
The second parameter is a compare operator. We here use the CommitCRM.OperatorEnum.opEqual to get only exact matches. In order to get a broader match in the results you can use CommitCRM.OperatorEnum.opLike operator.
The third parameter is the value we want to find. Prepending and/or appending % (percent) sign at the beginning and/or at the end while using CommitCRM.OperatorEnum.opLike operator, will match the phrase even if in the middle of a sentence.
Now we can execute the search and retrieve the CommitCRM.Account objects (if any):
Dim accounts As List(Of CommitCRM.Account) = accountSearch.FetchObjects()
The above line will populate the List (System.Collections.Generic.List) with all CommitCRM.Account objects that were found. Now we can use For Each - Next statement to iterate through the accounts:
For Each account In accounts Console.Out.Write(account.CompanyName + vbCrLf) Next
Or we can manipulate these accounts:
For Each account In accounts If account.Zip.Length = 0 Then account.Zip = "10001" account.Save() End If Next
We invoke the CommitCRM.Account's Save method on both new or existing accounts. For a new account, invoking the Save method would insert a new account in the CommitCRM database. For an existing account, invoking the Save method would update the fields we modified in the existing account. This rule applies to all CommitCRM objects.
Another options is to add a new ticket for each of the accounts:
For Each account In accounts Dim ticket As New CommitCRM.Ticket ticket.AccountREC_ID = account.AccountREC_ID ticket.Description = "Sample ticket for a NewYork account" ticket.Save() Next
Each of the CommitCRM library objects have a set of properties that are exposed as VB.NET properties that you can directly manipulate or read from. You already saw few examples of these properties in the above examples, as: account.Zip or ticket.Description. This is the preferred and more intuitive way of accessing the CommitCRM fields. However, there is also another way of achieving the same results, by invoking GetFieldValue and SetFieldValue and specifying the internal field name.
Here is an equivalent of the above example that uses these two generic methods, instead of the object's properties:
For Each account In accounts Dim ticket As New CommitCRM.Ticket ticket.SetFieldValue("FLDTKTCARDID", account.GetFieldValue("FLDCRDRECID")) ticket.SetFieldValue("FLDTKTPROBLEM", "Sample ticket for a NewYork account") ticket.Save() Next
Exception Handling
While working with the CommitCRM VB.NET library, some operations can fail. In this case the library will throw an exception of the CommitCRM.Exception class. We recommend enclosing all calls to the CommitCRM library in a Try/Catch block.
To find out more about the exact error that ocured when an exception is thrown, you can inspect the CommitCRM.Exception.Status property that holds the last CommitCRM Status value, or inspect the list of CommitCRM.Exception.Codes (if any). Please refer to Error Codes Description for the description of these values.
Complete Program Sample
Module Module1 Sub Main() Try 'Setup the CommitCRM.Config object Dim config As New CommitCRM.Config config.AppName = "VB.NET Demo" config.CommitDllFolder = "C:\Commit\ThirdParty\UserDev" config.CommitDbFolder = "C:\Commit\db" 'Initialize the CommitCRM.Application CommitCRM.Application.Initialize(config) 'At this point we have successfully initialized the CommitCRM.Application 'and can start using the other library classes 'search for "New York" in the FLDCRDCITY field Dim accountSearch As New CommitCRM.ObjectQuery(Of CommitCRM.Account) accountSearch.AddCriteria("FLDCRDCITY", CommitCRM.OperatorEnum.opEqual, "New York") Dim accounts As List(Of CommitCRM.Account) = accountSearch.FetchObjects() 'loop through the retrieved accounts and output the CompanyName For Each account In accounts Console.Out.Write(account.CompanyName + vbCrLf) Next Catch ex As CommitCRM.Exception 'here we catch commit specific error 'we can inspect the Commit status (exc.Status) 'exc.Codes contains all error codes last call generated 'here we show the error message Console.Out.Write(ex.Message) Catch ex As Exception Console.Out.Write(ex.Message) Finally CommitCRM.Application.Terminate() End Try End Sub End Module
Object Class
The CommitCRM.Object class is the base class for all CommitCRM accessible objects (as Ticket, Account, Asset, etc.). The public routines and functions exposed by the CommitCRM.Object class are available to the derived classes.
Object Method Reference Table
Access modifier | Method | Arguments | Return value | Description |
---|---|---|---|---|
Public Sub | SetFieldValue | (sKey As String, sValue As String) | Assigns the value (sValue) of the field passed in sKey argument. Save must be called for the change to take effect. | |
Public Function | GetFieldValue | (sKey As String) | As String | Retrieves the value of the field passed in sKey argument. |
Public Sub | Reload | () | Reloads the Object values from the database. The value of the object unique identifier (REC_ID, the exact name depends on the concrete derived object class) | |
Public Sub | Reinit | (sID As String) | Same as Reload except the unique identifier is passed as argument. | |
Public Sub | Save | () | Saves all modified properties of the object to the database. |
Account Class
The CommitCRM.Account class derives from CommitCRM.Object and encapsulates the Account_Fields. The following table lists all exposed CommitCRM.Account properties.
Account Properties Reference Table
Access modifier | Property | API Field Name | Return value |
---|---|---|---|
Public ReadOnly Property | AccountREC_ID | FLDCRDRECID | As String |
Public Property | AccountManager | FLDCRDASSIGNCARDID | As String |
Public Property | CompanyName | FLDCRDCOMPANY | As String |
Public Property | Contact | FLDCRDCONTACT | As String |
Public Property | Assistant | FLDCRDASSISTANT | As String |
Public Property | ContractREC_ID | FLDCRDBCRECID | As String |
Public Property | AccountNumber | FLDCRDCARDID2 | As String |
Public Property | ID | FLDCRDCARDID3 | As String |
Public Property | PopupMessage | FLDCRDCARDMESSAGE | As String |
Public Property | AddressLine1 | FLDCRDADDRESS1 | As String |
Public Property | AddressLine2 | FLDCRDADDRESS2 | As String |
Public Property | AddressLine3 | FLDCRDADDRESS3 | As String |
Public Property | City | FLDCRDCITY | As String |
Public Property | Country | FLDCRDSTATE | As String |
Public Property | State | FLDCRDCOUNTRY | As String |
Public Property | Zip | FLDCRDZIP | As String |
Public Property | CreationDate | FLDCRDCREATEDATE | As String |
Public Property | CreatedByUser | FLDCRDCREATEUSERID | As String |
Public Property | Dear | FLDCRDDEAR | As String |
Public Property | Department | FLDCRDDEPARTMENT | As String |
Public Property | DocumentsStoreDirectory | FLDCRDDOCSFOLDER | As String |
Public Property | EmailAddress1 | FLDCRDEMAIL1 | As String |
Public Property | EmailAddress2 | FLDCRDEMAIL2 | As String |
Public Property | AccountType | FLDCRDENTITYKIND | As String |
Public Property | FaxNumber | FLDCRDFAX1 | As String |
Public Property | FaxNumberExt | FLDCRDFAXDESC1 | As String |
Public Property | FileAs | FLDCRDFULLNAME | As String |
Public Property | Type | FLDCRDKIND | As String |
Public Property | LastName | FLDCRDLASTNAME | As String |
Public Property | Notes | FLDCRDNOTES | As String |
Public Property | Field | FLDCRDPERSONID | As String |
Public Property | Phone1Ext | FLDCRDPHNDESC1 | As String |
Public Property | Phone2Ext | FLDCRDPHNDESC2 | As String |
Public Property | Phone3Ext | FLDCRDPHNDESC3 | As String |
Public Property | Phone4Ext | FLDCRDPHNDESC4 | As String |
Public Property | Phone1 | FLDCRDPHONE1 | As String |
Public Property | Phone2 | FLDCRDPHONE2 | As String |
Public Property | Phone3 | FLDCRDPHONE3 | As String |
Public Property | Phone4 | FLDCRDPHONE4 | As String |
Public Property | Region | FLDCRDREGIONCODE | As String |
Public Property | PopupMessageDisplayIndication | FLDCRDSHOWMESSAGE | As String |
Public Property | SubContractCode | FLDCRDSUBCODE | As String |
Public Property | Salutation | FLDCRDSUFFIX | As String |
Public Property | Tax1 | FLDCRDTAXCODE1 | As String |
Public Property | Tax2 | FLDCRDTAXCODE2 | As String |
Public Property | Title | FLDCRDTITLE | As String |
Public Property | LastUpdatedBy | FLDCRDUPDATEUSERID | As String |
Public Property | WebAddress1 | FLDCRDURL1 | As String |
Public Property | WebAddress2 | FLDCRDURL2 | As String |
Public Property | Status | FLDCRDUSER1 | As String |
Public Property | Field1 | FLDCRDUSER2 | As String |
Public Property | Field2 | FLDCRDUSER3 | As String |
Public Property | Field3 | FLDCRDUSER4 | As String |
Public Property | Field4 | FLDCRDUSER5 | As String |
Asset Class
The CommitCRM.Asset class derives from CommitCRM.Object and encapsulates the Asset_Fields. The following table lists all exposed CommitCRM.Asset properties.
Asset Properties Reference Table
Access modifier | Property | API Field Name | Return value |
---|---|---|---|
Public ReadOnly Property | AssetREC_ID | FLDASTRECID | As String |
Public Property | AssetCode | FLDASTASSETCODE | As String |
Public Property | AssetType | FLDASTASSETTYPE | As String |
Public Property | AssetName | FLDASTNAME | As String |
Public Property | Status | FLDASTSTATUS | As String |
Public Property | SerialNo | FLDASTSERIALNO | As String |
Public Property | AccountREC_ID | FLDASTACCRECID | As String |
Public Property | ContactREC_ID | FLDASTCONTACTRECID | As String |
Public Property | CreatedByUser | FLDASTCREATEUSER | As String |
Public Property | PurchaseDate | FLDASTCUSTPURDATE | As String |
Public Property | PurchasedFromUs | FLDASTCUSTPURFROMUS | As String |
Public Property | PurchaseInvoice | FLDASTCUSTPUROURINV | As String |
Public Property | CustomerPO | FLDASTCUSTPURPO | As String |
Public Property | PurchasePrice | FLDASTCUSTPURPRICE | As String |
Public Property | DeliveredDate | FLDASTDELIVEDATE | As String |
Public Property | Description | FLDASTDESC | As String |
Public Property | InstalledBy | FLDASTINSTALBY | As String |
Public Property | InstalledDate | FLDASTINSTALDATE | As String |
Public Property | LicenseCodes | FLDASTLICENSECODE | As String |
Public Property | LicenseKeys | FLDASTLICENSEKEY | As String |
Public Property | LicenseNotes | FLDASTLICENSENOTES | As String |
Public Property | Location | FLDASTLOCATION | As String |
Public Property | Manufacturer | FLDASTMANUFACTURER | As String |
Public Property | MnfSerialNo | FLDASTMNFSERIALNO | As String |
Public Property | Model | FLDASTMODEL | As String |
Public Property | Notes | FLDASTNOTES | As String |
Public Property | Quantity | FLDASTQUANTITY | As String |
Public Property | LastUpdateBy | FLDASTUPDATEUSER | As String |
Public Property | Field1 | FLDASTUSER1 | As String |
Public Property | Field2 | FLDASTUSER2 | As String |
Public Property | Field3 | FLDASTUSER3 | As String |
Public Property | Field4 | FLDASTUSER4 | As String |
Public Property | Field5 | FLDASTUSER5 | As String |
Public Property | Date1 | FLDASTUSERDATE1 | As String |
Public Property | Number1 | FLDASTUSERNUMBER1 | As String |
Public Property | VendorPurchasedDate | FLDASTVENDORDATEPURC | As String |
Public Property | VendorInvoice | FLDASTVENDORINVNO | As String |
Public Property | VendorPO | FLDASTVENDOROURPO | As String |
Public Property | VendorPrice | FLDASTVENDORPRICE | As String |
Public Property | Vendor | FLDASTVENDORRECID | As String |
Public Property | VendorSerialNo | FLDASTVENDORSERNO | As String |
Public Property | VendorWarrantyExpDate | FLDASTVENDORWARREXP | As String |
Public Property | Version | FLDASTVERSION | As String |
Public Property | WarrantyLicenseExp | FLDASTWARREXPDATE | As String |
Calendar Class
The CommitCRM.Calendar class derives from CommitCRM.Object and encapsulates the Calendar_Fields. The following table lists all exposed CommitCRM.Calendar properties.
Calendar Properties Reference Table
Access modifier | Property | API Field Name | Return value |
---|---|---|---|
Public ReadOnly Property | ' | As String |
Charge Class
The CommitCRM.Charge class derives from CommitCRM.Object and encapsulates the Charge_Fields. The following table lists all exposed CommitCRM.Charge properties.
Charge Properties Reference Table
Access modifier | Property | API Field Name | Return value |
---|---|---|---|
Public ReadOnly Property | ' | As String |
Document Class
The CommitCRM.Document class derives from CommitCRM.Object and encapsulates the Document_Fields. The following table lists all exposed CommitCRM.Document properties.
Document Properties Reference Table
Access modifier | Property | API Field Name | Return value |
---|---|---|---|
Public ReadOnly Property | ' | As String |
HistoryNote Class
The CommitCRM.HistoryNote class derives from CommitCRM.Object and encapsulates the History_Note_Fields. The following table lists all exposed CommitCRM.HistoryNote properties.
HistoryNote Properties Reference Table
Access modifier | Property | API Field Name | Return value |
---|---|---|---|
Public ReadOnly Property | ' | As String |
Item Class
The CommitCRM.Item class derives from CommitCRM.Object and encapsulates the Item_Fields. The following table lists all exposed CommitCRM.Item properties.
Item Properties Reference Table
Access modifier | Property | API Field Name | Return value |
---|---|---|---|
Public ReadOnly Property | ' | As String |
KnowledgeBaseArticle Class
The CommitCRM.KnowledgeBaseArticle class derives from CommitCRM.Object and encapsulates the Knowledge_Base_Article_Fields. The following table lists all exposed CommitCRM.KnowledgeBaseArticle properties.
KnowledgeBaseArticle Properties Reference Table
Access modifier | Property | API Field Name | Return value |
---|---|---|---|
Public ReadOnly Property | ' | As String |
Opportunity Class
The CommitCRM.Opportunity class derives from CommitCRM.Object and encapsulates the Opportunity_Fields. The following table lists all exposed CommitCRM.Opportunity properties.
Opportunity Properties Reference Table
Access modifier | Property | API Field Name | Return value |
---|---|---|---|
Public ReadOnly Property | ' | As String |
Ticket Class
The CommitCRM.Ticket class derives from CommitCRM.Object and encapsulates the Ticket_Fields. The following table lists all exposed CommitCRM.Ticket properties.
Ticket Properties Reference Table
Access modifier | Property | API Field Name | Return value |
---|---|---|---|
Public ReadOnly Property | ' | As String |