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• Request
• Response
• Examples

Create a business plan note

post

/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/Note

Request

Path Parameters

• BusinessPlanId(required): integer(int64)
  The unique identifier of the business plan.

Header Parameters

• Metadata-Context:
  If the REST API supports runtime customizations, the shape of the service may change during runtime. The REST client may isolate itself from these changes or choose to interact with the latest version of the API by specifying this header. For example: Metadata-Context:sandbox="TrackEmployeeFeature".
• REST-Framework-Version:
  The protocol version between a REST client and service. If the client does not specify this header in the request the server will pick a default version for the API.
• Upsert-Mode:
  Contains one of the following values: true or false. If true, the server performs an Upsert operation instead of a Create operation. During an Upsert operation, the server attempts to find an existing resource that matches the payload. If a match is found, the server updates the existing resource instead of creating a new one. If not found or false (default), the server performs a Create operation. Note that the Upsert operation isn't supported for date-effective REST resources.

Supported Media Types

• application/json

Request Body - application/json ()

Root Schema : schema

Type: object

Show Source

• ContactRelationshipId: integer (int64)
  Title: Contact Relationship ID

  The unique identifier of the relationshi, this value is populated when the note is associated with a contact.
• CorpCurrencyCode: string
  Title: Corporate Currency Code

  Maximum Length: 15

  The corporate currency code of the note associated with the contact. A list of accepted values is defined in the lookup ZCA_COMMON_CORPORATE_CURRENCY.
• CreatorPartyId: integer (int64)
  Title: Creator Party ID

  The unique identifier of the note creator's party.
• CurcyConvRateType: string
  Title: Currency Conversion Rate Type

  Maximum Length: 30

  The currency conversion rate type associated with the note. A list of accepted values is defined in the lookup ZCA_COMMON_RATE_TYPE.
• CurrencyCode: string
  Title: Currency

  Maximum Length: 15

  The currency code associated with the note. A list of accepted values is defined in the lookup RatedCurrenciesVA.
• NoteNumber: string
  Maximum Length: 30

  The alternate unique identifier of the note. A user key that's system generated or from an external system.
• NoteTitle: string
  Title: Title

  Maximum Length: 500

  The title of the note entered by the user.
• NoteTxt: string (byte)
  Title: Note

  The actual note text.
• NoteTypeCode: string
  Title: Type

  Maximum Length: 30

  This is the note type code for categorization of note. A list of valid values is defined in the lookup NoteSourceTypeVA.
• ParentNoteId: integer (int64)
  Title: Parent Note ID

  The unique identifier of the parent note.
• SourceObjectCode: string
  Title: Related Object Type

  Maximum Length: 30

  The code indicating the source object as defined in OBJECTS Metadata, such as Activities, Opportunities, Sales Business Plan.
• SourceObjectId: string
  Title: Related Object

  Maximum Length: 64

  The primary key identifier of the source object as defined in OBJECTS Metadata, such as Activities, Opportunities, Sales Business Plan.
• VisibilityCode: string
  Title: Private

  Maximum Length: 30

  Default Value: INTERNAL

  This is the attribute to specify the visibility level of the note. A list of valid values is defined in the lookup NoteVisibilityLookupVA.

{
    "type":"object",
    "properties":{
        "CreatorPartyId":{
            "title":"Creator Party ID",
            "type":"integer",
            "description":"The unique identifier of the note creator's party.",
            "format":"int64",
            "nullable":true,
            "x-hints":{
                "precision":"18"
            }
        },
        "NoteTypeCode":{
            "title":"Type",
            "maxLength":"30",
            "type":"string",
            "description":"This is the note type code for categorization of note. A list of valid values is defined in the lookup NoteSourceTypeVA.",
            "nullable":false,
            "x-hints":{
                "controlType":"choice",
                "dependencies":[
                    "SourceObjectCode"
                ]
            }
        },
        "CurcyConvRateType":{
            "title":"Currency Conversion Rate Type",
            "maxLength":"30",
            "type":"string",
            "description":"The currency conversion rate type associated with the note. A list of accepted values is defined in the lookup ZCA_COMMON_RATE_TYPE.",
            "nullable":true,
            "x-queryable":false
        },
        "VisibilityCode":{
            "title":"Private",
            "maxLength":"30",
            "type":"string",
            "description":"This is the attribute to specify the visibility level of the note. A list of valid values is defined in the lookup NoteVisibilityLookupVA.",
            "nullable":false,
            "default":"INTERNAL",
            "x-hints":{
                "controlType":"choice"
            }
        },
        "ContactRelationshipId":{
            "title":"Contact Relationship ID",
            "type":"integer",
            "description":"The unique identifier of the relationshi, this value is populated when the note is associated with a contact.",
            "format":"int64",
            "nullable":true,
            "x-hints":{
                "precision":"18"
            }
        },
        "CurrencyCode":{
            "title":"Currency",
            "maxLength":"15",
            "type":"string",
            "description":"The currency code associated with the note. A list of accepted values is defined in the lookup RatedCurrenciesVA.",
            "nullable":true,
            "x-queryable":false,
            "x-hints":{
                "controlType":"choice"
            }
        },
        "NoteNumber":{
            "maxLength":"30",
            "type":"string",
            "description":"The alternate unique identifier of the note. A user key that's system generated or from an external system.",
            "nullable":true
        },
        "SourceObjectId":{
            "title":"Related Object",
            "maxLength":"64",
            "type":"string",
            "description":"The primary key identifier of the source object as defined in OBJECTS Metadata, such as Activities, Opportunities, Sales Business Plan.",
            "nullable":false
        },
        "SourceObjectCode":{
            "title":"Related Object Type",
            "maxLength":"30",
            "type":"string",
            "description":"The code indicating the source object as defined in OBJECTS Metadata, such as Activities, Opportunities, Sales Business Plan.",
            "nullable":false
        },
        "ParentNoteId":{
            "title":"Parent Note ID",
            "type":"integer",
            "description":"The unique identifier of the parent note.",
            "format":"int64",
            "nullable":true,
            "x-hints":{
                "precision":"18"
            }
        },
        "CorpCurrencyCode":{
            "title":"Corporate Currency Code",
            "maxLength":"15",
            "type":"string",
            "description":"The corporate currency code of the note associated with the contact. A list of accepted values is defined in the lookup ZCA_COMMON_CORPORATE_CURRENCY.",
            "nullable":true,
            "x-queryable":false
        },
        "NoteTxt":{
            "title":"Note",
            "type":"string",
            "description":"The actual note text.",
            "format":"byte",
            "nullable":false,
            "x-hints":{
                "protectionKey":"NoteEO.NoteTxt",
                "protectionObjectTitle":"Note",
                "protectionState":"TOKENIZED",
                "protectionAttributeTitle":"Note Text"
            }
        },
        "NoteTitle":{
            "title":"Title",
            "maxLength":"500",
            "type":"string",
            "description":"The title of the note entered by the user.",
            "nullable":true
        }
    }
}

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Response

Supported Media Types

• application/json

Default Response

The following table describes the default response for this task.

Headers

• Metadata-Context:
  If the REST API supports runtime customizations, the shape of the service may change during runtime. The REST client may isolate itself from these changes or choose to interact with the latest version of the API by specifying this header. For example: Metadata-Context:sandbox="TrackEmployeeFeature".
• REST-Framework-Version:
  The protocol version between a REST client and service. If the client does not specify this header in the request the server will pick a default version for the API.

Body ()

Root Schema : businessPlans-Note-item-response

Type: object

Show Source

• ContactRelationshipId: integer (int64)
  Title: Contact Relationship ID

  The unique identifier of the relationshi, this value is populated when the note is associated with a contact.
• CorpCurrencyCode: string
  Title: Corporate Currency Code

  Maximum Length: 15

  The corporate currency code of the note associated with the contact. A list of accepted values is defined in the lookup ZCA_COMMON_CORPORATE_CURRENCY.
• CreatedBy: string
  Title: Created By

  Read Only: true

  Maximum Length: 64

  The user who created the record.
• CreationDate: string (date-time)
  Title: Creation Date

  Read Only: true

  The date when the record was created.
• CreatorPartyId: integer (int64)
  Title: Creator Party ID

  The unique identifier of the note creator's party.
• CurcyConvRateType: string
  Title: Currency Conversion Rate Type

  Maximum Length: 30

  The currency conversion rate type associated with the note. A list of accepted values is defined in the lookup ZCA_COMMON_RATE_TYPE.
• CurrencyCode: string
  Title: Currency

  Maximum Length: 15

  The currency code associated with the note. A list of accepted values is defined in the lookup RatedCurrenciesVA.
• DeleteFlag: boolean
  Title: Delete Indicator

  Read Only: true

  Indicates whether the business plan note can be deleted. The default value is true.
• EmailAddress: string
  Title: Primary Email

  Read Only: true

  Maximum Length: 320

  The email address of the user who created the note.
• FormattedAddress: string
  Title: Primary Address

  Read Only: true

  The address of the user who created the note.
• FormattedPhoneNumber: string
  Title: Primary Phone

  Read Only: true

  The phone number of the user who created the note.
• LastUpdateDate: string (date-time)
  Title: Last Update Date

  Read Only: true

  The date when the record was last updated.
• LastUpdatedBy: string
  Title: Last Updated By

  Read Only: true

  Maximum Length: 64

  The user who last updated the record.
• LastUpdateLogin: string
  Title: Last Update Login

  Read Only: true

  Maximum Length: 32

  The login of the user who last updated the record.
• links: array Links
  Title: Links

  The link relations associated with the resource instance.
• NoteId: integer (int64)
  Title: Note ID

  Read Only: true

  The unique identifier of the note for the business plan.
• NoteNumber: string
  Maximum Length: 30

  The alternate unique identifier of the note. A user key that's system generated or from an external system.
• NoteTitle: string
  Title: Title

  Maximum Length: 500

  The title of the note entered by the user.
• NoteTxt: string (byte)
  Title: Note

  The actual note text.
• NoteTypeCode: string
  Title: Type

  Maximum Length: 30

  This is the note type code for categorization of note. A list of valid values is defined in the lookup NoteSourceTypeVA.
• ParentNoteId: integer (int64)
  Title: Parent Note ID

  The unique identifier of the parent note.
• PartyId: integer (int64)
  Title: Party ID

  Read Only: true

  The unique Identifier of the contact with whom the note is associated. In this case, same as CreatorPartyId.
• PartyName: string
  Title: Author

  Read Only: true

  Maximum Length: 360

  The name of party associated with the business plan.
• SourceObjectCode: string
  Title: Related Object Type

  Maximum Length: 30

  The code indicating the source object as defined in OBJECTS Metadata, such as Activities, Opportunities, Sales Business Plan.
• SourceObjectId: string
  Title: Related Object

  Maximum Length: 64

  The primary key identifier of the source object as defined in OBJECTS Metadata, such as Activities, Opportunities, Sales Business Plan.
• UpdateFlag: boolean
  Title: Update Indicator

  Read Only: true

  Indicates whether the business plan note can be updated. The default value is true.
• VisibilityCode: string
  Title: Private

  Maximum Length: 30

  Default Value: INTERNAL

  This is the attribute to specify the visibility level of the note. A list of valid values is defined in the lookup NoteVisibilityLookupVA.

{
    "type":"object",
    "properties":{
        "CreationDate":{
            "title":"Creation Date",
            "type":"string",
            "description":"The date when the record was created.",
            "format":"date-time",
            "nullable":false,
            "readOnly":true,
            "x-queryable":true
        },
        "PartyName":{
            "title":"Author",
            "maxLength":"360",
            "type":"string",
            "description":"The name of party associated with the business plan.",
            "nullable":false,
            "readOnly":true,
            "x-queryable":true
        },
        "CurcyConvRateType":{
            "title":"Currency Conversion Rate Type",
            "maxLength":"30",
            "type":"string",
            "description":"The currency conversion rate type associated with the note. A list of accepted values is defined in the lookup ZCA_COMMON_RATE_TYPE.",
            "nullable":true,
            "x-queryable":false
        },
        "VisibilityCode":{
            "title":"Private",
            "maxLength":"30",
            "type":"string",
            "description":"This is the attribute to specify the visibility level of the note. A list of valid values is defined in the lookup NoteVisibilityLookupVA.",
            "nullable":false,
            "default":"INTERNAL",
            "x-hints":{
                "controlType":"choice"
            },
            "x-queryable":true
        },
        "ContactRelationshipId":{
            "title":"Contact Relationship ID",
            "type":"integer",
            "description":"The unique identifier of the relationshi, this value is populated when the note is associated with a contact.",
            "format":"int64",
            "nullable":true,
            "x-hints":{
                "precision":"18"
            },
            "x-queryable":true
        },
        "CurrencyCode":{
            "title":"Currency",
            "maxLength":"15",
            "type":"string",
            "description":"The currency code associated with the note. A list of accepted values is defined in the lookup RatedCurrenciesVA.",
            "nullable":true,
            "x-queryable":false,
            "x-hints":{
                "controlType":"choice"
            }
        },
        "UpdateFlag":{
            "title":"Update Indicator",
            "type":"boolean",
            "description":"Indicates whether the business plan note can be updated. The default value is true.",
            "nullable":true,
            "readOnly":true,
            "x-queryable":false
        },
        "NoteNumber":{
            "maxLength":"30",
            "type":"string",
            "description":"The alternate unique identifier of the note. A user key that's system generated or from an external system.",
            "nullable":true,
            "x-queryable":true
        },
        "SourceObjectCode":{
            "title":"Related Object Type",
            "maxLength":"30",
            "type":"string",
            "description":"The code indicating the source object as defined in OBJECTS Metadata, such as Activities, Opportunities, Sales Business Plan.",
            "nullable":false,
            "x-queryable":true
        },
        "links":{
            "title":"Links",
            "type":"array",
            "description":"The link relations associated with the resource instance.",
            "items":{
                "$ref":"#/components/schemas/link"
            }
        },
        "FormattedPhoneNumber":{
            "title":"Primary Phone",
            "type":"string",
            "description":"The phone number of the user who created the note.",
            "nullable":true,
            "readOnly":true,
            "x-queryable":false
        },
        "CorpCurrencyCode":{
            "title":"Corporate Currency Code",
            "maxLength":"15",
            "type":"string",
            "description":"The corporate currency code of the note associated with the contact. A list of accepted values is defined in the lookup ZCA_COMMON_CORPORATE_CURRENCY.",
            "nullable":true,
            "x-queryable":false
        },
        "NoteTxt":{
            "title":"Note",
            "type":"string",
            "description":"The actual note text.",
            "format":"byte",
            "nullable":false,
            "x-hints":{
                "protectionKey":"NoteEO.NoteTxt",
                "protectionObjectTitle":"Note",
                "protectionState":"TOKENIZED",
                "protectionAttributeTitle":"Note Text"
            },
            "x-queryable":true
        },
        "NoteTitle":{
            "title":"Title",
            "maxLength":"500",
            "type":"string",
            "description":"The title of the note entered by the user.",
            "nullable":true,
            "x-queryable":true
        },
        "LastUpdatedBy":{
            "title":"Last Updated By",
            "maxLength":"64",
            "type":"string",
            "description":"The user who last updated the record.",
            "nullable":false,
            "readOnly":true,
            "x-queryable":true
        },
        "NoteId":{
            "title":"Note ID",
            "type":"integer",
            "description":"The unique identifier of the note for the business plan.",
            "format":"int64",
            "nullable":false,
            "readOnly":true,
            "x-hints":{
                "precision":"18"
            },
            "x-queryable":true
        },
        "CreatedBy":{
            "title":"Created By",
            "maxLength":"64",
            "type":"string",
            "description":"The user who created the record.",
            "nullable":false,
            "readOnly":true,
            "x-hints":{
                "controlType":"date"
            },
            "x-queryable":true
        },
        "CreatorPartyId":{
            "title":"Creator Party ID",
            "type":"integer",
            "description":"The unique identifier of the note creator's party.",
            "format":"int64",
            "nullable":true,
            "x-hints":{
                "precision":"18"
            },
            "x-queryable":true
        },
        "FormattedAddress":{
            "title":"Primary Address",
            "type":"string",
            "description":"The address of the user who created the note.",
            "nullable":true,
            "readOnly":true,
            "x-queryable":false
        },
        "NoteTypeCode":{
            "title":"Type",
            "maxLength":"30",
            "type":"string",
            "description":"This is the note type code for categorization of note. A list of valid values is defined in the lookup NoteSourceTypeVA.",
            "nullable":false,
            "x-hints":{
                "controlType":"choice",
                "dependencies":[
                    "SourceObjectCode"
                ]
            },
            "x-queryable":true
        },
        "EmailAddress":{
            "title":"Primary Email",
            "maxLength":"320",
            "type":"string",
            "description":"The email address of the user who created the note.",
            "nullable":true,
            "readOnly":true,
            "x-hints":{
                "protectionKey":"EmailEO.EmailAddress",
                "protectionObjectTitle":"Email",
                "protectionState":"TOKENIZED",
                "protectionAttributeTitle":"Email"
            },
            "x-queryable":true
        },
        "DeleteFlag":{
            "title":"Delete Indicator",
            "type":"boolean",
            "description":"Indicates whether the business plan note can be deleted. The default value is true.",
            "nullable":true,
            "readOnly":true,
            "x-queryable":false
        },
        "SourceObjectId":{
            "title":"Related Object",
            "maxLength":"64",
            "type":"string",
            "description":"The primary key identifier of the source object as defined in OBJECTS Metadata, such as Activities, Opportunities, Sales Business Plan.",
            "nullable":false,
            "x-queryable":true
        },
        "PartyId":{
            "title":"Party ID",
            "type":"integer",
            "description":"The unique Identifier of the contact with whom the note is associated. In this case, same as CreatorPartyId.",
            "format":"int64",
            "nullable":false,
            "readOnly":true,
            "x-hints":{
                "precision":"18"
            },
            "x-queryable":true
        },
        "ParentNoteId":{
            "title":"Parent Note ID",
            "type":"integer",
            "description":"The unique identifier of the parent note.",
            "format":"int64",
            "nullable":true,
            "x-hints":{
                "precision":"18"
            },
            "x-queryable":true
        },
        "LastUpdateDate":{
            "title":"Last Update Date",
            "type":"string",
            "description":"The date when the record was last updated.",
            "format":"date-time",
            "nullable":false,
            "readOnly":true,
            "x-queryable":true
        },
        "LastUpdateLogin":{
            "title":"Last Update Login",
            "maxLength":"32",
            "type":"string",
            "description":"The login of the user who last updated the record.",
            "nullable":true,
            "readOnly":true,
            "x-queryable":true
        }
    }
}

Nested Schema : Links

Type: array

Title: Links

The link relations associated with the resource instance.

Show Source

• Array of: object link

{
    "title":"Links",
    "type":"array",
    "description":"The link relations associated with the resource instance.",
    "items":{
        "$ref":"#/components/schemas/link"
    }
}

Nested Schema : link

Type: object

Show Source

• href: string
  Title: hyperlink reference

  The URI to the related resource.
• kind: string
  Title: kind

  Allowed Values: [ "collection", "item", "describe", "other" ]

  The kind of the related resource.
• name: string
  Title: name

  The name of the link to the related resource.
• properties: object properties
• rel: string
  Title: relation

  Allowed Values: [ "self", "lov", "parent", "canonical", "child", "enclosure", "action", "custom" ]

  The name of the relation to the resource instance. Example: self.

{
    "type":"object",
    "properties":{
        "kind":{
            "title":"kind",
            "type":"string",
            "description":"The kind of the related resource.",
            "enum":[
                "collection",
                "item",
                "describe",
                "other"
            ]
        },
        "rel":{
            "title":"relation",
            "type":"string",
            "description":"The name of the relation to the resource instance.  Example: self.",
            "enum":[
                "self",
                "lov",
                "parent",
                "canonical",
                "child",
                "enclosure",
                "action",
                "custom"
            ]
        },
        "name":{
            "title":"name",
            "type":"string",
            "description":"The name of the link to the related resource."
        },
        "href":{
            "title":"hyperlink reference",
            "type":"string",
            "description":"The URI to the related resource."
        },
        "properties":{
            "type":"object",
            "properties":{
                "changeIndicator":{
                    "type":"string",
                    "description":"Change indicator or the ETag value of the resource instance."
                }
            }
        }
    }
}

Nested Schema : properties

Type: object

Show Source

• changeIndicator: string
  Change indicator or the ETag value of the resource instance.

{
    "type":"object",
    "properties":{
        "changeIndicator":{
            "type":"string",
            "description":"Change indicator or the ETag value of the resource instance."
        }
    }
}

Links

NoteSourceTypeVA

Operation: /crmRestApi/resources/11.13.18.05/noteTypes

Parameters:

• finder: NoteTypeFinder%3BBindSourceObjectCode%3D{SourceObjectCode}

The list of values for the code for categorization of the note type, such as General or Official.

The following properties are defined on the LOV link relation:

• Source Attribute: NoteTypeCode; Target Attribute: MappedLookupCode
• Display Attribute: Meaning

NoteVisibilityLookupVA

Operation: /crmRestApi/resources/11.13.18.05/fndStaticLookups

Parameters:

• finder: LookupTypeFinder%3BBindLookupType%3DZMM_NOTE_VISIBILITY

The list of values for the visibility level of the note, such as External or Internal.

The following properties are defined on the LOV link relation:

• Source Attribute: VisibilityCode; Target Attribute: LookupCode
• Display Attribute: Meaning

RatedCurrenciesVA

Operation: /crmRestApi/resources/11.13.18.05/ratedCurrencies

The list of values for the currency conversion rate type associated with the note, such as US Dollar or Indian Rupee.

The following properties are defined on the LOV link relation:

• Source Attribute: CurrencyCode; Target Attribute: CurrencyCode
• Display Attribute: CurrencyCode

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Examples

The following example shows how to create a business plan note by submitting a POST request on the REST resource using cURL.

cURL Command

- curl -u <username:password> \ -X http://servername.fa.us2.oraclecloud.com/crmRestApi/resources/11.13.18.05/businessPlans/300100091979253/child/Note

Example of Request Body

The following shows an example of the request body in JSON format..

{
"VisibilityCode": "INTERNAL",
"NoteTypeCode": "GENERAL",
"NoteTxt": "This Business Plan is"
}

Example of Response Body

The following example shows the contents of the response body in JSON format.

{
"NoteId": 300100091979264,
"SourceObjectCode": "SALES_BUSINESS_PLAN",
"SourceObjectId": "300100091979253",
"PartyName": "Matt Hooper",
"NoteTypeCode": "GENERAL",
"VisibilityCode": "INTERNAL",
"CreatorPartyId": 100010037456865,
"CreatedBy": "MHoope",
"CreationDate": "2016-12-12T03:44:33-08:00",
"LastUpdateDate": "2016-12-12T03:44:33-08:00",
"PartyId": 100010037456865,
"CorpCurrencyCode": "USD",
"CurcyConvRateType": "Corporate",
"CurrencyCode": "USD",
"ContactRelationshipId": null,
"ParentNoteId": null,
"LastUpdatedBy": "MHoope",
"LastUpdateLogin": "4373F6AF02325539E05364C0F20A8DA6",
...
}

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