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Get To-Dos by Search Criteria


Lets you retrieve to-dos for users by passing search criteria.

The API request uses condition groups similar to the User Advanced Search API.

  • Pass a “FromDate” and “ToDate” within which you want to retrieve to-dos. The difference between the from and to date cannot be more than 100 days.
  • Pass one or more conditions within the “GroupConditions” parameter to specify which users you want to retrieve to-dos for.

The API response returns all to-do details including system and custom fields.

 

API URL

URL
Icon
POST https://{host}/v2/Task.svc/RetrieveToDos/ByUserSearchCriteria?accessKey=AccessKey&secretKey=SecretKey

Request

Content-Type: application/json
JSON Body/Payload Icon
{
  "FromDate": "2018-09-25",
  "ToDate": "2018-09-25",
  "UserSearchCriteria": {
    "GroupConditions": [
      {
        "GroupConditions": [
          {
            "Condition": [
              {
                "LookupName": "FirstName",
                "Operator": "lik_s",
                "LookupValue": "z",
                "ConditionOperator": null
              }
            ],
            "GroupOperator": null
          }
        ],
        "GroupOperator": "AND"
      },
      {
        "Condition": [
          {
            "LookupName": "StatusCode",
            "Operator": "eq",
            "LookupValue": "0",
            "ConditionOperator": null
          }
        ],
        "GroupOperator": null
      }
    ]
  }
}

Request Parameters

Parameter Description
FromDate

Starting date to retrieve to-dos from.

ToDate

End date you want to retrieve to-dos till.

UserSearchCriteria

“GroupConditions” – You can create one or more condition groups. You can set multiple conditions inside each condition group.

“Condition” –

  • “LookupName” – The user attribute you want to search by (FirstName, LastName etc.)
  • “Operator” – The following operators are permitted –eq – equals
    neq – not equal to
    lik – like
    nlik – not like
    lik_s – starts with
    lik_e – ends with
    n – null
    nn – not null
  • “LookupValue” – The value of the user attribute you passed in LookupName.
  • “ConditionOperator” – “AND” or “OR”. You can add multiple conditions with a condition group. When you’re adding the next condition, you must specify its relationship with the previous condition here. You must use the same operator between conditions within a group (Condition 1 AND Condition to AND Condition 3 or Condition 1 OR Condition 2 OR Condition 3)

Response

200 OK
Content-Type: application/json
{
   "RecordCount":1,
   "List":[
      {
         "UserTaskId":"aad2dceb-0c04-11ed-b7fd-0218d8753a48",
         "Name":"Revive Old Lead:",
         "Category":1,
         "Description":"",
         "RelatedEntity":0,
         "DueDate":"2022-07-24 18:30:00.000",
         "Reminder":15,
         "ReminderBeforeDays":0,
         "NotifyBy":"1000",
         "StatusCode":0,
         "OwnerId":"3b1041fb-8374-11e7-8758-0a106ee76b21",
         "OwnerName":"Vir Singh",
         "CreatedBy":"3b1041fb-8374-11e7-8758-0a106ee76b21",
         "CreatedByName":"Vir Singh",
         "CreatedOn":"2022-07-25 10:29:30.000",
         "ModifiedBy":"3b1041fb-8374-11e7-8758-0a106ee76b21",
         "ModifiedByName":"Vir Singh",
         "ModifiedOn":"2022-07-25 10:29:30.000",
         "RelatedEntityIdName":"",
         "CompletedOn":"0001-01-01 00:00:00.000",
         "TaskType":{
            "Category":1,
            "Color":"",
            "ColumnConfiguration":[
               
            ],
            "CreatedBy":"Vir Singh",
            "CreatedOn":"/Date(1534242096000+0000)/",
            "FormLayout":"{\"Sections\":[{\"DisplayName\":\"Task Details\",\"Fields\":[{\"SchemaName\":\"OwnerId\",\"DisplayName\":null,\"Colspan\":2,\"Disabled\":false},{\"SchemaName\":\"RelatedEntityId\",\"DisplayName\":null,\"Colspan\":2,\"Disabled\":false},{\"SchemaName\":\"Name\",\"DisplayName\":null,\"Colspan\":2,\"Disabled\":false},{\"SchemaName\":\"DueDate\",\"DisplayName\":null,\"Colspan\":2,\"Disabled\":false},{\"SchemaName\":\"Reminder\",\"DisplayName\":null,\"Colspan\":2,\"Disabled\":false},{\"SchemaName\":\"Description\",\"DisplayName\":null,\"Colspan\":2,\"Disabled\":false},{\"SchemaName\":\"CreatedBy\",\"DisplayName\":null,\"Colspan\":2,\"Disabled\":false}]}],\"AvailableFields\":[{\"SchemaName\":\"mx_Custom_1\",\"DisplayName\":null,\"Colspan\":1,\"Disabled\":false},{\"SchemaName\":\"Location\",\"DisplayName\":null,\"Colspan\":1,\"Disabled\":true},{\"SchemaName\":\"PercentCompleted\",\"DisplayName\":null,\"Colspan\":1,\"Disabled\":true},{\"SchemaName\":\"Priority\",\"DisplayName\":null,\"Colspan\":1,\"Disabled\":true},{\"SchemaName\":\"EffortEstimate\",\"DisplayName\":null,\"Colspan\":1,\"Disabled\":true}]}",
            "Id":"d30b3e91-9fab-11e8-9f20-020714094d7e",
            "IsDefault":false,
            "IsDeleteable":true,
            "IsEditable":true,
            "ModifiedBy":"Vir Singh",
            "ModifiedOn":"/Date(1568597681000+0000)/",
            "Name":"Revive Old Lead",
            "OpenCompletedTasks":false,
            "PreventConflict":false,
            "ReminderConfiguration":{
               "IsEnable":false
            },
            "Sequence":7,
            "ShowLeadCalendarInvite":false,
            "ShowOrganiserCalendarInvite":false,
            "ShowOwnerCalendarInvite":false,
            "ShowParticipantCalendarInvite":null,
            "Status":1,
            "TaskTypeConfiguration":{
               "BusinessWorkFlow":{
                  "IsEnabled":false,
                  "Status":{
                     "Label":null,
                     "Values":[
                        
                     ]
                  }
               },
               "CalenderInvite":{
                  "Lead":{
                     "IsEnabled":false,
                     "IsSent":false,
                     "Subject":null,
                     "TemplateContent":null
                  },
                  "Organiser":{
                     "IsEnabled":false,
                     "IsSent":false,
                     "Subject":null,
                     "TemplateContent":null
                  },
                  "Owner":{
                     "IsEnabled":false,
                     "IsSent":false,
                     "Subject":null,
                     "TemplateContent":null
                  },
                  "ParticipantUsers":{
                     "IsEnabled":false,
                     "IsSent":null,
                     "Subject":null,
                     "TemplateContent":null
                  }
               },
               "Duration":{
                  "IsEnabled":false,
                  "Value":"thismonth",
                  "Values":null
               },
               "EffortEstimate":{
                  "IsEnabled":false,
                  "Value":"30",
                  "ValueUnit":"Minute",
                  "Values":null
               },
               "Location":{
                  "GeofenceLocation":false,
                  "GeofenceRange":100,
                  "IsEnabled":false,
                  "IsMandatory":false,
                  "LocationValue":null
               },
               "Priority":{
                  "IsEnabled":false,
                  "Value":null,
                  "Values":null
               },
               "TaskCompleted":{
                  "IsEnabled":false
               }
            }
         },
         "OwnerEmailAddress":"virkdsingh@gmail.com",
         "EndDate":"2022-07-31 18:29:00",
         "EffortEstimateUnit":"",
         "PercentCompleted":0,
         "Priority":"",
         "Location":"",
         "CustomFields":{
            
         }
      }
   ]
}

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.

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