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• Request
• Response

Create a note

post

/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Note

Request

Path Parameters

• PartyNumber(required): string
  The unique alternate identifier for the person party. You can update the value if the profile option HZ_GENERATE_PARTY_NUMBER is set to True. The default value is a concatenation of the value specified in the profile option ZCA_PUID_PREFIX and a unique system generated sequence number. Inactive records can't be updated.

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 relationship ID populated when the note is associated with a contact.
• CorpCurrencyCode: string
  Title: Corporate Currency Code

  Maximum Length: 15

  The corporate currency associated with the note.
• CreatorPartyId: integer (int64)
  Title: Creator Party ID

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

  Maximum Length: 30

  The currency conversion rate type associated with the note. This attribute is used by CRM Extensibility framework. A list of valid values is defined in the lookup ZCA_COMMON_RATE_TYPE. Review and update the profile option using the Setup and Maintenance.
• CurrencyCode: string
  Title: Currency

  Maximum Length: 15

  The currency code related to the note. This attribute is used by CRM Extensibility framework. A list of valid values is defined in the lookup ZCA_COMMON_CORPORATE_CURRENCY. Review and update the profile option using the Setup and Maintenance work area.
• NoteNumber: string
  Maximum Length: 30

  The system generated or can come from external system (user key).
• NoteTitle: string
  Title: Title

  Maximum Length: 500

  The user provided title for the note.
• NoteTxt: string (byte)
  Title: Note

  The column that stores the actual text of the note.
• NoteTypeCode: string
  Title: Type

  Maximum Length: 30

  The note type code for categorization of note.
• ParentNoteId: integer (int64)
  Title: Parent Note ID

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

  Maximum Length: 30

  The source_object_code for the source object as defined in OBJECTS Metadata.
• SourceObjectId: string
  Title: Related Object

  Maximum Length: 64

  The source_object_Uid for the source object (such as Activities, Opportunities etc.) as defined in OBJECTS Metadata.
• VisibilityCode: string
  Title: Private

  Maximum Length: 30

  Default Value: INTERNAL

  The attribute to specify the visibility level of the note.

{
    "type":"object",
    "properties":{
        "CreatorPartyId":{
            "title":"Creator Party ID",
            "type":"integer",
            "description":"The unique identifier of the creator party.",
            "format":"int64",
            "nullable":true,
            "x-hints":{
                "precision":"18"
            }
        },
        "NoteTypeCode":{
            "title":"Type",
            "maxLength":"30",
            "type":"string",
            "description":"The note type code for categorization of note.",
            "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. This attribute is used by CRM Extensibility framework. A list of valid values is defined in the lookup ZCA_COMMON_RATE_TYPE. Review and update the profile option using the Setup and Maintenance.",
            "nullable":true,
            "x-queryable":false
        },
        "VisibilityCode":{
            "title":"Private",
            "maxLength":"30",
            "type":"string",
            "description":"The attribute to specify the visibility level of the note.",
            "nullable":false,
            "default":"INTERNAL",
            "x-hints":{
                "controlType":"choice"
            }
        },
        "ContactRelationshipId":{
            "title":"Contact Relationship ID",
            "type":"integer",
            "description":"The relationship ID 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 related to the note. This attribute is used by CRM Extensibility framework. A list of valid values is defined in the lookup ZCA_COMMON_CORPORATE_CURRENCY. Review and update the profile option using the Setup and Maintenance work area.",
            "nullable":true,
            "x-queryable":false,
            "x-hints":{
                "controlType":"choice"
            }
        },
        "NoteNumber":{
            "maxLength":"30",
            "type":"string",
            "description":"The system generated or can come from external system (user key).",
            "nullable":true
        },
        "SourceObjectId":{
            "title":"Related Object",
            "maxLength":"64",
            "type":"string",
            "description":"The source_object_Uid for the source object (such as Activities, Opportunities etc.) as defined in OBJECTS Metadata.",
            "nullable":false
        },
        "SourceObjectCode":{
            "title":"Related Object Type",
            "maxLength":"30",
            "type":"string",
            "description":"The source_object_code for the source object as defined in OBJECTS Metadata.",
            "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 associated with the note.",
            "nullable":true,
            "x-queryable":false
        },
        "NoteTxt":{
            "title":"Note",
            "type":"string",
            "description":"The column that stores the actual text of the note.",
            "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 user provided title for the note.",
            "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 : hubPersons-Note-item-response

Type: object

Show Source

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

  The relationship ID populated when the note is associated with a contact.
• CorpCurrencyCode: string
  Title: Corporate Currency Code

  Maximum Length: 15

  The corporate currency associated with the note.
• 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 and time when the record was created.
• CreatorPartyId: integer (int64)
  Title: Creator Party ID

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

  Maximum Length: 30

  The currency conversion rate type associated with the note. This attribute is used by CRM Extensibility framework. A list of valid values is defined in the lookup ZCA_COMMON_RATE_TYPE. Review and update the profile option using the Setup and Maintenance.
• CurrencyCode: string
  Title: Currency

  Maximum Length: 15

  The currency code related to the note. This attribute is used by CRM Extensibility framework. A list of valid values is defined in the lookup ZCA_COMMON_CORPORATE_CURRENCY. Review and update the profile option using the Setup and Maintenance work area.
• DeleteFlag: boolean
  Title: Delete Indicator

  Read Only: true

  Indicates whether the user has access to delete the record.
• 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.
• NoteNumber: string
  Maximum Length: 30

  The system generated or can come from external system (user key).
• NoteTitle: string
  Title: Title

  Maximum Length: 500

  The user provided title for the note.
• NoteTxt: string (byte)
  Title: Note

  The column that stores the actual text of the note.
• NoteTypeCode: string
  Title: Type

  Maximum Length: 30

  The note type code for categorization of note.
• 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 party.
• PartyName: string
  Title: Author

  Read Only: true

  Maximum Length: 360

  The name of the party.
• SourceObjectCode: string
  Title: Related Object Type

  Maximum Length: 30

  The source_object_code for the source object as defined in OBJECTS Metadata.
• SourceObjectId: string
  Title: Related Object

  Maximum Length: 64

  The source_object_Uid for the source object (such as Activities, Opportunities etc.) as defined in OBJECTS Metadata.
• UpdateFlag: boolean
  Title: Update Indicator

  Read Only: true

  Indicates whether the user has access to update the record.
• VisibilityCode: string
  Title: Private

  Maximum Length: 30

  Default Value: INTERNAL

  The attribute to specify the visibility level of the note.

{
    "type":"object",
    "properties":{
        "CreationDate":{
            "title":"Creation Date",
            "type":"string",
            "description":"The date and time 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 the party.",
            "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. This attribute is used by CRM Extensibility framework. A list of valid values is defined in the lookup ZCA_COMMON_RATE_TYPE. Review and update the profile option using the Setup and Maintenance.",
            "nullable":true,
            "x-queryable":false
        },
        "VisibilityCode":{
            "title":"Private",
            "maxLength":"30",
            "type":"string",
            "description":"The attribute to specify the visibility level of the note.",
            "nullable":false,
            "default":"INTERNAL",
            "x-hints":{
                "controlType":"choice"
            },
            "x-queryable":true
        },
        "ContactRelationshipId":{
            "title":"Contact Relationship ID",
            "type":"integer",
            "description":"The relationship ID 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 related to the note. This attribute is used by CRM Extensibility framework. A list of valid values is defined in the lookup ZCA_COMMON_CORPORATE_CURRENCY. Review and update the profile option using the Setup and Maintenance work area.",
            "nullable":true,
            "x-queryable":false,
            "x-hints":{
                "controlType":"choice"
            }
        },
        "UpdateFlag":{
            "title":"Update Indicator",
            "type":"boolean",
            "description":"Indicates whether the user has access to update the record.",
            "nullable":true,
            "readOnly":true,
            "x-queryable":false
        },
        "NoteNumber":{
            "maxLength":"30",
            "type":"string",
            "description":"The system generated or can come from external system (user key).",
            "nullable":true,
            "x-queryable":true
        },
        "SourceObjectCode":{
            "title":"Related Object Type",
            "maxLength":"30",
            "type":"string",
            "description":"The source_object_code for the source object as defined in OBJECTS Metadata.",
            "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 associated with the note.",
            "nullable":true,
            "x-queryable":false
        },
        "NoteTxt":{
            "title":"Note",
            "type":"string",
            "description":"The column that stores the actual text of the note.",
            "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 user provided title for the note.",
            "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.",
            "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 creator 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":"The note type code for categorization of note.",
            "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 user has access to delete the record.",
            "nullable":true,
            "readOnly":true,
            "x-queryable":false
        },
        "SourceObjectId":{
            "title":"Related Object",
            "maxLength":"64",
            "type":"string",
            "description":"The source_object_Uid for the source object (such as Activities, Opportunities etc.) as defined in OBJECTS Metadata.",
            "nullable":false,
            "x-queryable":true
        },
        "PartyId":{
            "title":"Party ID",
            "type":"integer",
            "description":"The unique identifier of the party.",
            "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 indicating the source type of the note.

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 that indicates the visibility 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 that indicates the currency code used in the note, such as USD or GBP.

The following properties are defined on the LOV link relation:

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

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