Update a Custom Opportunity Tab with Advanced Search Filters
Lets you update a custom tab for the Custom Opportunity Tab Connector with Advanced Search Filters. Pass the ConnectorId in the API URL.
Note: You can restrict a particular user role from accessing the custom tab by specifying the user role type in the JSON body.
API URL
URL
POST
https://{host}/v2/Connector.svc/Opportunity/CustomTab/Update/AdvanceFilter?accessKey=AccessKey&secretKey=SecretKey&connectorId=ConnectorId
URL Parameters
| Parameter | Description |
|---|---|
| ConnectorId | Please contact support@leadsquared.com for the connector id. |
Request
Content-Type: application/jsonJSON Body/Payload
{
"Id": "07b7a1e5-6198-4407-aa45-f7d2503eeee",
"EntityType": "12000",
"AdvanceFilter": "{\"GrpConOp\":\"And\",\"Conditions\":[{\"Type\":\"Activity\",\"ConOp\":\"or\",\"RowCondition\":[{\"SubConOp\":\"And\",\"LSO\":\"ActivityEvent\",\"LSO_Type\":\"PAEvent\",\"Operator\":\"eq\",\"RSO\":\"12003\"},{\"SubConOp\":\"And\",\"LSO_Type\":\"SearchableDropdown\",\"LSO\":\"Status\",\"Operator\":\"eq\",\"RSO\":\"Open\",\"RSO_IsMailMerged\":false},{\"SubConOp\":\"And\",\"LSO_Type\":\"DateTime\",\"LSO\":\"ActivityTime\",\"Operator\":\"eq\",\"RSO\":\"\"}]},{\"Type\":\"Activity\",\"ConOp\":\"or\",\"RowCondition\":[{\"SubConOp\":\"And\",\"LSO\":\"ActivityEvent\",\"LSO_Type\":\"PAEvent\",\"Operator\":\"eq\",\"RSO\":\"12003\"},{\"SubConOp\":\"And\",\"LSO_Type\":\"SearchableDropdown\",\"LSO\":\"Status\",\"Operator\":\"eq\",\"RSO\":\"Won\",\"RSO_IsMailMerged\":false},{\"SubConOp\":\"And\",\"LSO_Type\":\"DateTime\",\"LSO\":\"ActivityTime\",\"Operator\":\"eq\",\"RSO\":\"\"}]}],\"QueryTimeZone\":\"\"}"
}
Request Parameters
| Parameter | Description |
|---|---|
| Id | The unique Id of the Custom Opportunity tab. You can retrieve this using the Get Custom Opportunity Tab API. |
| EntityType | The Opportunity Type Code. You can find this on the Opportunity Types Setting page. |
| AdvanceFilter | Pass the advanced search filters. You can use the Retrieve Custom Opportunity Tab Connector API to find the advanced search filter parameters. |
Response
200 OK
Content-Type: application/json
{
"Status": "Success",
"Message": {
"Message": "Custom Tab updated successfully"
}
}
HTTP Response Codes
| Code | Description |
|---|---|
| 200 OK | This is the status code for successful API call. |
| 401 Unauthorized | The API call was made with invalid access credentials. Check your AccessKey and SecretKey. |
| 400 Bad Request | The message body on the request is not as per API specification. Make sure that content type is set to “application/json” and the JSON body has correct attribute names and structure. |
| 404 Not Found | The API could not be found. Please check the API signature. |
| 429 Too Many Requests | API calls exceeded the limit of 25 in 5 second(s) |
| 500 Internal Server Error | The API called failed. There could be many reasons for it. Check the exception message to get more details. |
