Create a note
/crmRestApi/resources/11.13.18.05/opportunities/{OptyNumber}/child/Note
Request
-
OptyNumber(required): string
The unique alternate identifier for the opportunity.
-
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.
- application/json
object
-
ContactRelationshipId: integer
(int64)
Title:
Contact Relationship ID
The unique identifier of the relationship that 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. Review and update the profile option using the Setup and Maintenance work area, Manage Trading Community Common Lookups task. -
CreatorPartyId: integer
(int64)
Title:
Creator Party ID
The unique party identifier for the note creator. -
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. Review and update the value for this attribute using the Setup and Maintenance work area, Manage Trading Community Common Lookups task. -
CurrencyCode: string
Title:
Currency
Maximum Length:15
The currency code associated with the note. A list of accepted values is defined in the lookup ZCA_COMMON_CORPORATE_CURRENCY. Review and update the value for this attribute using the Setup and Maintenance work area, Manage Trading Community Common Lookups task. -
NoteNumber: string
Maximum Length:
30
The system generated number. It can be generated from external system also (user key). -
NoteTitle: string
Title:
Title
Maximum Length:500
The user provided title for the note. -
NoteTxt: string
(byte)
Title:
Note
The column which stores the actual note text. -
NoteTypeCode: string
Title:
Type
Maximum Length:30
The code used to classify a note, as asset or adjustment. -
ParentNoteId: integer
(int64)
Title:
Parent Note ID
The identifier for the parent note. -
SourceObjectCode: string
Title:
Related Object Type
Maximum Length:30
The code indicating the type of the source object as defined in OBJECTS Metadata, such as Activities, Opportunities, and so on. -
SourceObjectId: string
Title:
Related Object
Maximum Length:64
The unique identifier of the source object as defined in OBJECTS Metadata, such as activities, opportunities, and so on. -
VisibilityCode: string
Title:
Private
Maximum Length:30
Default Value:INTERNAL
The code indicating the visibility level of the note, such as internal or external.
Response
- application/json
Default Response
-
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.
object
-
ContactRelationshipId: integer
(int64)
Title:
Contact Relationship ID
The unique identifier of the relationship that 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. Review and update the profile option using the Setup and Maintenance work area, Manage Trading Community Common Lookups task. -
CreatedBy: string
Title:
Created By
Read Only:true
Maximum Length:64
The user who created the note record. -
CreationDate: string
(date-time)
Title:
Creation Date
Read Only:true
The date and time when the note record was created. -
CreatorPartyId: integer
(int64)
Title:
Creator Party ID
The unique party identifier for the note creator. -
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. Review and update the value for this attribute using the Setup and Maintenance work area, Manage Trading Community Common Lookups task. -
CurrencyCode: string
Title:
Currency
Maximum Length:15
The currency code associated with the note. A list of accepted values is defined in the lookup ZCA_COMMON_CORPORATE_CURRENCY. Review and update the value for this attribute using the Setup and Maintenance work area, Manage Trading Community Common Lookups task. -
DeleteFlag: boolean
Title:
Delete Indicator
Read Only:true
Indicates whether the note is to be deleted. If the value is Y, then the note has to be deleted. The default value is N. -
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 formatted address of the user who created the note. -
FormattedPhoneNumber: string
Title:
Primary Phone
Read Only:true
The formatted phone number of the user who created the note. -
LastUpdateDate: string
(date-time)
Title:
Last Update Date
Read Only:true
The date when the note data 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 a note for the opportunity. -
NoteNumber: string
Maximum Length:
30
The system generated number. It can be generated from external system also (user key). -
NoteTitle: string
Title:
Title
Maximum Length:500
The user provided title for the note. -
NoteTxt: string
(byte)
Title:
Note
The column which stores the actual note text. -
NoteTypeCode: string
Title:
Type
Maximum Length:30
The code used to classify a note, as asset or adjustment. -
ParentNoteId: integer
(int64)
Title:
Parent Note ID
The identifier for the parent note. -
PartyId: integer
(int64)
Title:
Party ID
Read Only:true
The unique Identifier of the party to which the note is associated. -
PartyName: string
Title:
Author
Read Only:true
Maximum Length:360
The name of party associated with the opportunity. -
SourceObjectCode: string
Title:
Related Object Type
Maximum Length:30
The code indicating the type of the source object as defined in OBJECTS Metadata, such as Activities, Opportunities, and so on. -
SourceObjectId: string
Title:
Related Object
Maximum Length:64
The unique identifier of the source object as defined in OBJECTS Metadata, such as activities, opportunities, and so on. -
UpdateFlag: boolean
Title:
Update Indicator
Read Only:true
Indicates whether the note can be updated. If the value is Y, then the note can be updated. The default value is N. -
VisibilityCode: string
Title:
Private
Maximum Length:30
Default Value:INTERNAL
The code indicating the visibility level of the note, such as internal or external.
array
Links
object
-
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.
object
-
changeIndicator: string
Change indicator or the ETag value of the resource instance.
- NoteSourceTypeVA
-
Operation: /crmRestApi/resources/11.13.18.05/noteTypesParameters:
- finder:
NoteTypeFinder%3BBindSourceObjectCode%3D{SourceObjectCode}
The note types resource is used to view the note type. - finder:
- NoteVisibilityLookupVA
-
Parameters:
- finder:
LookupTypeFinder%3BBindLookupType%3DZMM_NOTE_VISIBILITY
Visibility Code - finder:
- RatedCurrenciesVA
-
Currency
Examples
The following example shows how to create an opportunity by submitting a post request on the REST resource using cURL. For more information about cURL, see Use cURL.
cURL Command
curl -u <username:password> \ -X POST -d
@example_request_payload.json https://servername.fa.us2.oraclecloud.com/crmRestApi/resources/11.13.18.05/opportunities/
Note:
You can create an opportunity with an asset through the POST method. When you create an opportunity with an asset using REST API, the account details are populated from the account related to the asset.Example of Request Body
The following shows an example of the request body in JSON format.
Content-Type: { "Name" : "Major Application Upgrade" }
Example of Response Body
The following shows an example of the response body in JSON format.
Content-Type: { BudgetAvailableDate: null BudgetedFlag: false PrimaryOrganizationId: 204 ChampionFlag: false CreatedBy: "SALES_ADMIN" CreationDate: "2015-06-04T03:08:27-07:00" CurrencyCode: "USD" SalesMethodId: 100000012430001 SalesStageId: 100000012430007 Name: "Major Application Upgrade" OptyId: 300100111705686 OptyNumber: "CDRM_332708" OwnerResourcePartyId: 3807 StatusCode: "OPEN" PrimaryRevenueId: 300100111705687 SalesMethod: "Standard Sales Process" SalesStage: "01 - Qualification" DescriptionText: "Looking for the Right Contacts, Characteristics, Determining the Need, Budget and Sponsor" AverageDaysAtStage: 30 MaximumDaysInStage: 800 PhaseCd: "QUALIFICATION-DISCOVERY" QuotaFactor: 3 RcmndWinProb: 0 StageStatusCd: "OPEN" StgOrder: 1 EffectiveDate: "2015-06-24" Revenue: 0 WinProb: 0 PartyName1: "Charles Taylor" DownsideAmount: 0 UpsideAmount: 0 EmailAddress: "firstname_lastname@orcl.com" ExpectAmount: 0 ForecastOverrideCode: "CRITERIA" SalesChannelCd: "ZPM_DIRECT_CHANNEL_TYPES" ... }
Example - Example- Create Multiple Revenue Lines For an Existing Opportunity
The following example shows how to create multiple revenue lines for an existing opportunity.
Example of Request Body
The following shoes an example of the request body in JSON format.
{ "parts": [ { "id": "part1", "path": "opportunities/CDRM_107474/child/ChildRevenue", "operation": "create", "payload": { "ProdGroupId": 999997826071065, "UnitPrice": 600, "Quantity": 2 } }, { "id": "part2", "path": "opportunities/CDRM_107474/child/ChildRevenue ", "operation": "create", "payload": { "ProdGroupId": 999997826071065, "UnitPrice": 700, "Quantity": 3 } } ] }
In the above sample payload, CDRM_107474 is the opty number.
Example of Response Body
The following shows an example of the response body in JSON format.
{ "parts": [ { "id": "part1", "path": "opportunities/CDRM_107474/child/ChildRevenue", "operation": "create", "payload" : { { RevnId: 300100111705696 BUOrgId: 204 CommitFlag: false CostAmount: 0 ResourcePartyId: 100010025532672 DownsideAmount: 0 ExpectAmount: 0 MarginAmount: 0 OptyId: 300100111705686 RevnAmount: 400 RevnAmountCurcyCode: "USD" UpsideAmount: 0 WinProb: 0 PrimaryFlag: false ... } }, }, { "id": "part2", "path": "opportunities/CDRM_107474/child/ChildRevenue", "operation": "create", "payload" : { RevnId: 300100111705697 BUOrgId: 204 CommitFlag: false CostAmount: 0 ResourcePartyId: 100010025532672 DownsideAmount: 0 ExpectAmount: 0 MarginAmount: 0 OptyId: 300100111705686 RevnAmount: 400 RevnAmountCurcyCode: "USD" UpsideAmount: 0 WinProb: 0 PrimaryFlag: false ... } } ... } } ] }
Create an Opportunity With Multiple Revenue Lines
The following example shows how to create a new opportunity with multiple revenue lines.
Example of Request Body
The following shows an example of the request body in JSON format.
Request { "Name": "Pinnacle Server Opportunities", "ChildRevenue": [ { "ProdGroupId": 999997826071065, "UnitPrice": 100, "Quantity": 1 }, { "ProdGroupId": 999997826071065, "UnitPrice": 100, "Quantity": 1 } ] }
Example of Response Body
The following shows an example of the response body in JSON format.
{ BudgetAvailableDate: null BudgetedFlag: false PrimaryOrganizationId: 204 ChampionFlag: false CreatedBy: "SALES_ADMIN" CreationDate: "2015-06-04T03:08:27-07:00" CurrencyCode: "USD" SalesMethodId: 100000012430001 SalesStageId: 100000012430007 Name: "Pinnacle Server Opportunities" OptyId: 300100111705686 OptyNumber: "CDRM_332708" OwnerResourcePartyId: 3807 StatusCode: "OPEN" PrimaryRevenueId: 300100111705687 SalesMethod: "Standard Sales Process" SalesStage: "01 - Qualification" ... "ChildRevenue": [ { "RevnId": 300100182390421, "TargetPartyId": null, "CustomerAccountId": null, "BUOrgId": 204, "Comments": null, "CommitFlag": false, "OptyEffectiveDate": "2019-12-25", "CostAmount": 0, "ResourcePartyId": 100010025532672, "DownsideAmount": 0, "ExpectAmount": 0, "MarginAmount": 0, "OptyId": 300100182390419, "UnitPrice": 100, "InventoryItemId": null, "InventoryOrgId": null, "Quantity": 1, "Discount": null, "RevnAmount": 100, "RevnAmountCurcyCode": "USD", "TypeCode": null, "UpsideAmount": 100, "WinProb": 0, "UOMCode": null, ... }, { "RevnId": 300100182390422, "TargetPartyId": null, "CustomerAccountId": null, "BUOrgId": 204, "Comments": null, "CommitFlag": false, "OptyEffectiveDate": "2019-12-25", "CostAmount": 0, "ResourcePartyId": 100010025532672, "DownsideAmount": 0, "ExpectAmount": 0, "MarginAmount": 0, "OptyId": 300100182390419, "UnitPrice": 100, "InventoryItemId": null, "InventoryOrgId": null, "Quantity": 1, "Discount": null, "RevnAmount": 100, "RevnAmountCurcyCode": "USD", "TypeCode": null, "UpsideAmount": 100, "WinProb": 0, "UOMCode": null, ... } ] }