Integration

Release 23.10

Export, Update, and Import Records with Line Items

Export data from multiple records – including both main form and line item data – to a spreadsheet, make changes to the existing data, and import that back into Unifier to update those records and line items.

Exported files will contain three or more worksheets: Instructions, the Main Form, and a worksheet for each line item tab in the business process record.

Screen image of the warranty business process, with the Bulk Update drop-down menu selected, and then selections of Export Data and Selected Records; the remaining two choices are to export only the Main Form or the Main Form and All Line Items.

 

A screen image of a spreadsheet, showing 8 lines of data exported from a warranty business process. There are four worksheets: instructions, the main form, equipment, and key contacts.

Improved Error Messaging

More detailed and descriptive error messages are now provided when creating or updating records or line items through integration.

This includes situations where validation rules fail, when data element value errors occur, and when duplicate picker values are found.

RESTful Service for Workflow Business Processes

An administrator can now grant required access to Get and Update business process workflows for RESTful services.

Such services provide the list of users associated with a workflow business process record in a shell or company, including record owner, assignees, and those included in CC fields.

Users can also be added or removed through RESTful services.

Sort Cost Sheets via REST

Sort CBS Codes in a Project Cost Sheet using a REST call.

Update Shell Options via REST

Retrieve and update shell options via REST, including:

Create Snapshots in Cash Flow Detail Curves

Use a RESTful service to create or delete a snapshot of a detailed cash flow curve.


Last Published Tuesday, November 21, 2023