Add an Opportunity and an associated Opportunity Component
Using Centric Tools
// Establish connectivity information CRMConnection crm = new CRMConnection(); crm.setUrl("http://www.example.com/crm"); crm.setId("www.example.com"); crm.setCode("password"); crm.setClientId(clientId); //Add Meta Info with fields required ArrayList meta = new ArrayList(); meta.add("description"); crm.setTransactionMeta(meta); DataRecord opportunity = new DataRecord(); opportunity.setName("opportunity"); opportunity.setAction(DataRecord.INSERT); opportunity.setShareKey(true); opportunity.addField("description", "Opportunity Header"); opportunity.addField("manager", 1); //refers to user with id 1 in CCRM opportunity.addField("accountLink", 1); //refers to account with id 1 in CCRM opportunity.addField("accessType", 9); //indicates it is a Public opportunity record opportunity.addField("enteredBy", 1); opportunity.addField("modifiedBy", 1); crm.save(opportunity); DataRecord oppComponent = new DataRecord(); oppComponent.setName("opportunity"); oppComponent.setAction(DataRecord.INSERT); oppComponent.addField("description", "Opportunity Component"); oppComponent.addField("owner", 1); //refers to user with id 1 in CCRM oppComponent.addField("guess", 800000); oppComponent.addField("type", "N"); //indicates it is a new opportunity component; corresponds to 'Source' on the add form oppComponent.addField("stage", 1); //corresponds to 'Prospecting' lookup entry in lookup_stage oppComponent.addField("closeProb", 50); oppComponent.addField("closeDate", "09/14/2007"); oppComponent.addField("closeDateTimeZone", "GMT-5 Easter US"); oppComponent.addField("terms", "15"); //indicates the time period oppComponent.addField("units", "W"); //indicates the time period units; W for Weeks; M for Months oppComponent.addField("enteredBy", 1); //refers to user with id 1 in CCRM oppComponent.addField("modifiedBy", 1); //refers to user with id 1 in CCRM crm.save(oppComponent); boolean result = crm.commit();
XML
<app> <authentication> <id>127.0.0.1</id> <systemId>4</systemId> <clientId>1</clientId> < code>792fef441691aa41135a15c1478a5ee4< /code> </authentication> <transaction> <meta> <property>description</property> </meta> <opportunity action="insert" shareKey="true"> <description>Opportunity Header</description> <manager>1</manager> <accountLink>1</accountLink> <accessType>9</accessType> <enteredBy>0</enteredBy> <modifiedBy>0</modifiedBy> </opportunity> <opportunityComponent action="insert"> <headerId>$C{opportunity.id}</headerId> <owner>1</owner> <description>Component Description</description> <guess>80</guess> <type>N</type> <stage>1</stage> <closeProb>50</closeProb> <closeDate>09/14/2007</closeDate> <closeDateTimeZone>"GMT-5 Eastern US"</closeDateTimeZone> <terms>15</terms> <units>W</units> <enteredBy>0</enteredBy> <modifiedBy>0</modifiedBy> </opportunityComponent> </transaction> </app>
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