Hi,
Can somebody please help to create a case with attachments using Sugar API?
I want to create a case having an attachment and then i want to retrieve it back on some case detail page.
I am creating cases using Curl.
Thank you
Hi,
Can somebody please help to create a case with attachments using Sugar API?
I want to create a case having an attachment and then i want to retrieve it back on some case detail page.
I am creating cases using Curl.
Thank you
Hi Rana Awais ,
If you have access to Sugar the best would be to create a case with attachments and review the endpoints triggered by the Graphic User Interface.
The endpoint to use would be the regular POST endpoint for the Cases module:
yourURL/.../Cases
The payload should look something like this:
{ "deleted": false, "pending_processing": false, "portal_viewable": true, "is_escalated": false, "perform_sugar_action": false, "assigned_user_id": "38dec278-f49d-4e63-9cb9-7deb78a8a3bc", "priority": "P1", "type": "Administration", "source": "", "status": "New", "attachments": { "create": [ { "_link": "attachments", "name": "running_shoes .jpg", "filename_guid": "18d0ea5c-3496-11ef-864c-02a5a97c2d5e", "filename": "running_shoes .jpg", "file_mime_type": "image/jpeg", "file_size": 21616, "file_ext": "jpg", "portal_flag": true, "deleted": false, "embed_flag": false, "entry_source": "internal", "attachment_flag": false, "sync_key": null } ], "add": [], "delete": [] }, "team_name": [ { "id": "1", "display_name": "Global", "name": "Global", "name_2": "", "primary": true, "selected": false } ], "name": "test", "account_id": "9eb80996-f1a4-11ee-b2d6-0684a87b501c", "accounts": { "id": "9eb80996-f1a4-11ee-b2d6-0684a87b501c", "value": "International Art Inc", "name": "International Art Inc", "date_entered": "2024-04-03T11:24:05+01:00", "date_modified": "2024-06-21T12:16:02+01:00", "created_by": "1", "billing_address_city": "Denver", "billing_address_country": "USA", "phone_office": "(622) 103-6893", "locked_fields": [], "assigned_user_id": "seed_max_id", "assigned_user_name": "Max Jensen", "assigned_user_link": { "full_name": "Max Jensen", "id": "seed_max_id", "_acl": { "fields": [], "_hash": "654d337e0e912edaa00dbb0fb3dc3c17" } }, "email": [ { "email_address": "kid.sales.sales@example.edu", "primary_address": true, "reply_to_address": false, "invalid_email": false, "opt_out": false, "email_address_id": "9eb5ade0-f1a4-11ee-b258-0684a87b501c" }, { "email_address": "beans98@example.it", "primary_address": false, "reply_to_address": false, "invalid_email": false, "opt_out": false, "email_address_id": "9eb66d8e-f1a4-11ee-a885-0684a87b501c" } ], "_acl": { "fields": {} }, "_erased_fields": [], "_module": "Accounts" } }
Can you let me know if this leads you on the correct direction?
Cheers,
André
Thank you Andre Serrazina for you reply
but I don't have the same response as you posted. I have this one
{
"id": "a7c0df4a-3466-11ef-",
"name": "",
"date_entered": "2024-06-27T02:21:37-07:00",
"date_modified": "<td>2024-06-27T05:57:54-07:00</td>",
"modified_user_id": "0eee35f4-ffaf-",
"modified_by_name": "Awais",
"modified_user_link": {
"full_name": "Atha",
"id": "0eee35f4-ffaf-11e6-87d4-",
"_acl": {
"fields": {
"user_name": {
"write": "no",
"create": "no"
},
"user_hash": {
"read": "no",
"write": "no",
"create": "no"
},
"system_generated_password": {
"read": "no",
"write": "no",
"create": "no"
},
"pwd_last_changed": {
"read": "no",
"write": "no",
"create": "no"
},
"authenticate_id": {
"read": "no",
"write": "no",
"create": "no"
},
"sugar_login": {
"read": "no",
"write": "no",
"create": "no"
},
"is_admin": {
"write": "no",
"create": "no"
},
"external_auth_only": {
"read": "no",
"write": "no",
"create": "no"
},
"last_login": {
"read": "no",
"write": "no",
"create": "no"
},
"title": {
"write": "no",
"create": "no"
},
"department": {
"write": "no",
"create": "no"
},
"status": {
"write": "no",
"create": "no"
},
"license_type": {
"write": "no",
"create": "no"
},
"portal_only": {
"read": "no",
"write": "no",
"create": "no"
},
"show_on_employees": {
"read": "no",
"write": "no",
"create": "no"
},
"employee_status": {
"write": "no",
"create": "no"
},
"reports_to_id": {
"write": "no",
"create": "no"
},
"reports_to_name": {
"write": "no",
"create": "no"
},
"reports_to_link": {
"write": "no",
"create": "no"
},
"is_group": {
"read": "no",
"write": "no",
"create": "no"
}
},
"admin": "no",
"developer": "no",
"edit": "no",
"delete": "no",
"import": "no",
"massupdate": "no",
"create": "no",
"_hash": ""
}
},
"created_by": "0eee35f4-ffaf-11e6-87d4-",
"created_by_name": "Athar Uddin",
"created_by_link": {
"full_name": "Athar Uddin",
"id": "0eee35f4-ffaf-11e6-87d4-",
"_acl": {
"fields": {
"user_name": {
"write": "no",
"create": "no"
},
"user_hash": {
"read": "no",
"write": "no",
"create": "no"
},
"system_generated_password": {
"read": "no",
"write": "no",
"create": "no"
},
"pwd_last_changed": {
"read": "no",
"write": "no",
"create": "no"
},
"authenticate_id": {
"read": "no",
"write": "no",
"create": "no"
},
"sugar_login": {
"read": "no",
"write": "no",
"create": "no"
},
"is_admin": {
"write": "no",
"create": "no"
},
"external_auth_only": {
"read": "no",
"write": "no",
"create": "no"
},
"last_login": {
"read": "no",
"write": "no",
"create": "no"
},
"title": {
"write": "no",
"create": "no"
},
"department": {
"write": "no",
"create": "no"
},
"status": {
"write": "no",
"create": "no"
},
"license_type": {
"write": "no",
"create": "no"
},
"portal_only": {
"read": "no",
"write": "no",
"create": "no"
},
"show_on_employees": {
"read": "no",
"write": "no",
"create": "no"
},
"employee_status": {
"write": "no",
"create": "no"
},
"reports_to_id": {
"write": "no",
"create": "no"
},
"reports_to_name": {
"write": "no",
"create": "no"
},
"reports_to_link": {
"write": "no",
"create": "no"
},
"is_group": {
"read": "no",
"write": "no",
"create": "no"
}
},
"admin": "no",
"developer": "no",
"edit": "no",
"delete": "no",
"import": "no",
"massupdate": "no",
"create": "no",
"_hash": "9f4d3aa34f6c64d92457d5ffce1153d6"
}
},
"description": "test",
"deleted": false,
"case_number": "<td>35396</td>",
"type": "",
"status": "<td>New</td>",
"priority": "",
"resolution": "",
"work_log": "",
"follow_up_datetime": "",
"widget_follow_up_datetime": "",
"resolved_datetime": "",
"hours_to_resolution": 0.73,
"business_hours_to_resolution": 0.73,
"pending_processing": false,
"account_name": "stonefly1",
"accounts": {
"name": "stonefly1",
"id": "91fde5ce-345f-11ef-9efe-06be4ff698d4",
"_acl": {
"fields": {
"dri_workflow_template_id": {
"create": "no",
"write": "no",
"license": "no"
},
"dri_workflow_template_name": {
"create": "no",
"write": "no",
"license": "no"
}
},
"admin": "no",
"developer": "no",
"delete": "no",
"import": "no",
"export": "no",
"massupdate": "no",
"_hash": "fa530dfc673e1dd32ef98352a453e8df"
},
"service_level": ""
},
"account_id": "91fde5ce-345f-11ef-",
"service_level": "",
"business_center_name": "",
"business_centers": {
"name": "",
"id": "",
"_acl": {
"fields": {
"id": {
"write": "no",
"create": "no"
},
"name": {
"write": "no",
"create": "no"
},
"date_entered": {
"write": "no",
"create": "no"
},
"date_modified": {
"write": "no",
"create": "no"
},
"modified_user_id": {
"write": "no",
"create": "no"
},
"modified_by_name": {
"write": "no",
"create": "no"
},
"created_by": {
"write": "no",
"create": "no"
},
"created_by_name": {
"write": "no",
"create": "no"
},
"description": {
"write": "no",
"create": "no"
},
"deleted": {
"write": "no",
"create": "no"
},
"created_by_link": {
"write": "no",
"create": "no"
},
"modified_user_link": {
"write": "no",
"create": "no"
},
"activities": {
"write": "no",
"create": "no"
},
"timezone": {
"write": "no",
"create": "no"
},
"address_street": {
"write": "no",
"create": "no"
},
"address_city": {
"write": "no",
"create": "no"
},
"address_state": {
"write": "no",
"create": "no"
},
"address_postalcode": {
"write": "no",
"create": "no"
},
"address_country": {
"write": "no",
"create": "no"
},
"business_holidays": {
"write": "no",
"create": "no"
},
"business_center_accounts": {
"write": "no",
"create": "no"
},
"business_center_cases": {
"write": "no",
"create": "no"
},
"business_center_contacts": {
"write": "no",
"create": "no"
},
"business_center_leads": {
"write": "no",
"create": "no"
},
"business_center_users": {
"write": "no",
"create": "no"
},
"geocode_status": {
"write": "no",
"create": "no"
},
"following": {
"write": "no",
"create": "no"
},
"following_link": {
"write": "no",
"create": "no"
},
"my_favorite": {
"write": "no",
"create": "no"
},
"favorite_link": {
"write": "no",
"create": "no"
},
"tag": {
"write": "no",
"create": "no"
},
"tag_link": {
"write": "no",
"create": "no"
},
"commentlog": {
"write": "no",
"create": "no"
},
"commentlog_link": {
"write": "no",
"create": "no"
},
"locked_fields": {
"write": "no",
"create": "no"
},
"locked_fields_link": {
"write": "no",
"create": "no"
},
"sync_key": {
"write": "no",
"create": "no"
},
"assigned_user_id": {
"write": "no",
"create": "no"
},
"assigned_user_name": {
"write": "no",
"create": "no"
},
"assigned_user_link": {
"write": "no",
"create": "no"
},
"team_id": {
"write": "no",
"create": "no"
},
"team_set_id": {
"write": "no",
"create": "no"
},
"acl_team_set_id": {
"write": "no",
"create": "no"
},
"team_count": {
"write": "no",
"create": "no"
},
"team_name": {
"write": "no",
"create": "no"
},
"acl_team_names": {
"write": "no",
"create": "no"
},
"team_link": {
"write": "no",
"create": "no"
},
"team_count_link": {
"write": "no",
"create": "no"
},
"teams": {
"write": "no",
"create": "no"
},
"is_open_sunday": {
"write": "no",
"create": "no"
},
"sunday_open_hour": {
"write": "no",
"create": "no"
},
"sunday_open_minutes": {
"write": "no",
"create": "no"
},
"sunday_close_hour": {
"write": "no",
"create": "no"
},
"sunday_close_minutes": {
"write": "no",
"create": "no"
},
"is_open_monday": {
"write": "no",
"create": "no"
},
"monday_open_hour": {
"write": "no",
"create": "no"
},
"monday_open_minutes": {
"write": "no",
"create": "no"
},
"monday_close_hour": {
"write": "no",
"create": "no"
},
"monday_close_minutes": {
"write": "no",
"create": "no"
},
"is_open_tuesday": {
"write": "no",
"create": "no"
},
"tuesday_open_hour": {
"write": "no",
"create": "no"
},
"tuesday_open_minutes": {
"write": "no",
"create": "no"
},
"tuesday_close_hour": {
"write": "no",
"create": "no"
},
"tuesday_close_minutes": {
"write": "no",
"create": "no"
},
"is_open_wednesday": {
"write": "no",
"create": "no"
},
"wednesday_open_hour": {
"write": "no",
"create": "no"
},
"wednesday_open_minutes": {
"write": "no",
"create": "no"
},
"wednesday_close_hour": {
"write": "no",
"create": "no"
},
"wednesday_close_minutes": {
"write": "no",
"create": "no"
},
"is_open_thursday": {
"write": "no",
"create": "no"
},
"thursday_open_hour": {
"write": "no",
"create": "no"
},
"thursday_open_minutes": {
"write": "no",
"create": "no"
},
"thursday_close_hour": {
"write": "no",
"create": "no"
},
"thursday_close_minutes": {
"write": "no",
"create": "no"
},
"is_open_friday": {
"write": "no",
"create": "no"
},
"friday_open_hour": {
"write": "no",
"create": "no"
},
"friday_open_minutes": {
"write": "no",
"create": "no"
},
"friday_close_hour": {
"write": "no",
"create": "no"
},
"friday_close_minutes": {
"write": "no",
"create": "no"
},
"is_open_saturday": {
"write": "no",
"create": "no"
},
"saturday_open_hour": {
"write": "no",
"create": "no"
},
"saturday_open_minutes": {
"write": "no",
"create": "no"
},
"saturday_close_hour": {
"write": "no",
"create": "no"
},
"saturday_close_minutes": {
"write": "no",
"create": "no"
},
"address": {
"write": "no",
"create": "no"
},
"sunday_hours": {
"write": "no",
"create": "no"
},
"monday_hours": {
"write": "no",
"create": "no"
},
"tuesday_hours": {
"write": "no",
"create": "no"
},
"wednesday_hours": {
"write": "no",
"create": "no"
},
"thursday_hours": {
"write": "no",
"create": "no"
},
"friday_hours": {
"write": "no",
"create": "no"
},
"saturday_hours": {
"write": "no",
"create": "no"
}
},
"admin": "no",
"developer": "no",
"edit": "no",
"delete": "no",
"import": "no",
"massupdate": "no",
"create": "no",
"_hash": "7b28cd3c934e75eb9e51e00f499f647a"
}
},
"business_center_id": "",
"source": "",
"request_close": false,
"request_close_date": "",
"portal_viewable": true,
"widget_status": "",
"primary_contact_name": "",
"case_contact": {
"name": "",
"id": "",
"_acl": {
"fields": {
"dri_workflow_template_id": {
"create": "no",
"write": "no",
"license": "no"
},
"dri_workflow_template_name": {
"create": "no",
"write": "no",
"license": "no"
}
},
"admin": "no",
"developer": "no",
"delete": "no",
"import": "no",
"export": "no",
"massupdate": "no",
"_hash": "fa530dfc673e1dd32ef98352a453e8df"
}
},
"primary_contact_id": "",
"action_claim": "",
"action_close": "",
"action_unassign": "",
"following": false,
"my_favorite": false,
"tag": [],
"locked_fields": [],
"sync_key": "",
"assigned_user_id": "0eee35f4-ffaf-11e6-87d4-",
"assigned_user_name": "Athar",
"assigned_user_link": {
"full_name": "Athar Uddin",
"id": "0eee35f4-ffaf-11e6-87d4-",
"_acl": {
"fields": {
"user_name": {
"write": "no",
"create": "no"
},
"user_hash": {
"read": "no",
"write": "no",
"create": "no"
},
"system_generated_password": {
"read": "no",
"write": "no",
"create": "no"
},
"pwd_last_changed": {
"read": "no",
"write": "no",
"create": "no"
},
"authenticate_id": {
"read": "no",
"write": "no",
"create": "no"
},
"sugar_login": {
"read": "no",
"write": "no",
"create": "no"
},
"is_admin": {
"write": "no",
"create": "no"
},
"external_auth_only": {
"read": "no",
"write": "no",
"create": "no"
},
"last_login": {
"read": "no",
"write": "no",
"create": "no"
},
"title": {
"write": "no",
"create": "no"
},
"department": {
"write": "no",
"create": "no"
},
"status": {
"write": "no",
"create": "no"
},
"license_type": {
"write": "no",
"create": "no"
},
"portal_only": {
"read": "no",
"write": "no",
"create": "no"
},
"show_on_employees": {
"read": "no",
"write": "no",
"create": "no"
},
"employee_status": {
"write": "no",
"create": "no"
},
"reports_to_id": {
"write": "no",
"create": "no"
},
"reports_to_name": {
"write": "no",
"create": "no"
},
"reports_to_link": {
"write": "no",
"create": "no"
},
"is_group": {
"read": "no",
"write": "no",
"create": "no"
}
},
"admin": "no",
"developer": "no",
"edit": "no",
"delete": "no",
"import": "no",
"massupdate": "no",
"create": "no",
"_hash": "9f4d3aa34f6c64d92457d5ffce1153d6"
}
},
"team_count": "",
"team_count_link": {
"team_count": "",
"id": "1",
"_acl": {
"fields": {
"id": {
"write": "no",
"create": "no"
},
"name": {
"write": "no",
"create": "no"
},
"date_entered": {
"write": "no",
"create": "no"
},
"date_modified": {
"write": "no",
"create": "no"
},
"modified_user_id": {
"write": "no",
"create": "no"
},
"modified_by_name": {
"write": "no",
"create": "no"
},
"created_by": {
"write": "no",
"create": "no"
},
"created_by_name": {
"write": "no",
"create": "no"
},
"description": {
"write": "no",
"create": "no"
},
"deleted": {
"write": "no",
"create": "no"
},
"created_by_link": {
"write": "no",
"create": "no"
},
"modified_user_link": {
"write": "no",
"create": "no"
},
"activities": {
"write": "no",
"create": "no"
},
"name_2": {
"write": "no",
"create": "no"
},
"associated_user_id": {
"write": "no",
"create": "no"
},
"private": {
"write": "no",
"create": "no"
},
"users": {
"write": "no",
"create": "no"
},
"teams_sets": {
"write": "no",
"create": "no"
},
"activities_teams": {
"write": "no",
"create": "no"
},
"following": {
"write": "no",
"create": "no"
},
"following_link": {
"write": "no",
"create": "no"
},
"my_favorite": {
"write": "no",
"create": "no"
},
"favorite_link": {
"write": "no",
"create": "no"
},
"commentlog": {
"write": "no",
"create": "no"
},
"commentlog_link": {
"write": "no",
"create": "no"
},
"locked_fields": {
"write": "no",
"create": "no"
},
"locked_fields_link": {
"write": "no",
"create": "no"
},
"sync_key": {
"write": "no",
"create": "no"
}
},
"admin": "no",
"developer": "no",
"edit": "no",
"delete": "no",
"import": "no",
"massupdate": "no",
"create": "no",
"_hash": "3541cb8277009f1189bae2b0bb2dd64b"
}
},
"team_name": [
{
"id": "1",
"name": "Global",
"name_2": "",
"primary": true,
"selected": false
}
],
"source_id": "",
"source_type": "",
"source_meta": "",
"first_response_target_datetime": "",
"first_response_actual_datetime": "",
"hours_to_first_response": null,
"business_hrs_to_first_response": null,
"first_response_var_from_target": null,
"first_response_sla_met": "",
"first_response_user_id": "",
"first_response_user_name": "",
"first_response_user_link": {
"full_name": "",
"id": "",
"_acl": {
"fields": {
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},
"user_hash": {
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},
"system_generated_password": {
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"pwd_last_changed": {
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},
"authenticate_id": {
"read": "no",
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},
"sugar_login": {
"read": "no",
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},
"is_admin": {
"write": "no",
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},
"external_auth_only": {
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"last_login": {
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},
"title": {
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"department": {
"write": "no",
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},
"status": {
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},
"license_type": {
"write": "no",
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"portal_only": {
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"show_on_employees": {
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"reports_to_id": {
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"_hash": "9f4d3aa34f6c64d92457d5ffce1153d6"
}
},
"first_response_sent": false,
"is_escalated": false,
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"contact_fax_c": "",
"contact_last_name_c": "",
"contact_first_name_c": "",
"contact_state_c": "",
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"case_summary_c": "test",
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"closeddate_c": "",
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}
There is no attachment section in this response, although it have one attachment.
Hello Rana Awais ,
The payload that i've shared is not the response, it's the request.
Are you being able to upload the attachments with the payload shared?
Cheers,
André
Andre Serrazina
No, I can't
Can you please help to do so?
I want to add a case with its subject line, description and attachments.
I am using Curl PHP for this
Please also guide me about multiple uploads and how to get this attachment in a case on some listing page?
It's not present in the response that I get on the listing page.
Nice! I am happy that I helped!
Hello Rana Awais ,
If you need multiple attachments at the time of Case creation, the approach will be similar. You'll need to upload them to Sugar and then relate them to the case in the case creation request.
A good approach is to observe how Sugar handles the same scenario in Graphic User Interface and copy it to your code:
www.screencast.com/.../OaGqvIsj5bb
Regarding the Listing page, I am not sure what you mean by that.
Can you clarify?
Andre Serrazina
Like i wanna get the same case on some case detail page where I show its case name, description and that attachments too.
Like i wanna get the same case on some case detail page where I show its case name, description and that attachments too.
Andre Serrazina
like in this example
//Get An Attachment on a Note
$url = $instance_url . "/Notes/{$noteRecord->id}/file/filename";
It says the noteRecord->id in request
but when I get the case with the attachment there is no note_id in it.
So help me out to get the attachment attached to the case now
Hello Rana Awais ,
If you hit the GET endpoint for the case record id you should be able to retrieve the note id's in the payload:
GET https://INSTANCE_URL/rest/v11_24/Cases/ee706e92-3538-11ef-b423-0684a87b501c
As you can see here:
Thanks Andre Serrazina
I got this earlier
Andre Serrazina Can you please tell me about the chat feature between the client and the admin in the cases module?
like this
HI Rana Awais ,
I believe you are referring to the "Case Timeline" that lists all the interactions that happened on the case, more information here:
HI Rana Awais ,
I believe you are referring to the "Case Timeline" that lists all the interactions that happened on the case, more information here:
Andre Serrazina
yes you can say case timeline
but I need to done by API like in PHP(curl)
Like you do I get case timeline using PHP curl command
Is there any way to get this?
Hello Rana Awais ,
Sure, you just need to hit the related_activities endpoint with your curl command:
For cases should be something like this:
GET https://INSTANCE_URL/rest/v11_24/Cases/CASE_ID/related_activities
A good starting point is to have a look at the request that the browser is sending and just copy is to your code:
Let me know if this is what you are looking for.
Cheers,
André
Hi Andre Serrazina
$rmaData = array( "name" => "RMA for Test Account", "description" => "RMA description", "account_id_c" => $accountId, // Assuming account_id_c is the custom field for linking account "contact_id_c" => $contactId // Assuming contact_id_c is the custom field for linking contact );
Can you please tell me that what is the custom field for linking account and contact in DNF_RMA_FORM module?
Hello Rana Awais ,
Would you mind starting a new thread with this question and add a bit more context so we know what you are referring to?
Many thanks.
Cheers,
André
Andre Serrazina
I got this
Thanks