FAQs in this section
What is VTAP?
What tools VTAP provides?
What is Module Designer?
What is API Designer?
Where can I find documentation for VTAP?
Which editions and version supports VTAP?
What is the pricing of VTAP?
What happens to customization done using Customizer in V7 version?
How to get in touch with Platform team?
What is the intent of Developer edition?
What is Vtiger’s Add-on Publisher?
Is Add-ons Publisher available in all the CRM editions?
How do I publish Email Template add-ons?
How do I publish any other module as an add-on?
How do I update a published add-on?
How do I test an add-on?
What are the limitations of the Add-ons Publisher?
Which different add-on features can I publish?
What can a developer publish using Add-on Publisher?
What are the conditions for updating a published add-on?
What are the prerequisites for publishing an add-on?
What is an Insights Designer?
What is the use of Insigts Designer in Vtiger CRM?
What are the queries in Insights Designer?
What are the components of the Insight Designer?
What are the components of a Widget in Insights Designer?
What is the Input tab in Insights Designer?
What is the Transfer tab in Insights Designer?
What is the Output tab in Insights Designer?
What are the benefits of using the Insights Designer?
How do I access the Insights Designer in Vtiger CRM?
How do I create an Insights page?
How do I enable filters for a report?
How do I pin an Insight to the Dashboard?
Is Raw Query support available by default?
In which editions of Vtiger CRM is the VTAP - App Creator available?
Can I set access to my custom apps?
What are Line Item Fields in Insights Designer?
What are Server Scripts and Jobs in Vtiger CRM?
What is a Server Script?
What are Server jobs?
How do I create a Server job?
What are the different helper methods to write server scripts?
What is the Debugging method to write Server scripts?
What are HTTP methods to write server scripts?
How to write code for Server Scripts and Jobs?
How to write a script for a server job to update stocks weekly in the warehouse system?
How to write a script for a server job for importing daily leads from a file?
How to write a server script to set case SLA by created day?
How to write a server script to calculate the outstanding invoice amount?
How to write a server script for contact email validation and data enrichment?
how to write a server script to update the credit score of a contact?
How can I delete a UI component in the Module Designer?
What is Vtiger REST API method to write server scripts?
Table of Contents
Vtiger REST API and webservice methods (vtap.macro.ws)
- Vtiger’s REST API and webservice methods are available for CRM operations like create, update, delete, etc.
- Authentication details are not needed. Methods handle it internally.
- Parameters required vary depending on the method called.
- Parameters expected are similar to REST API methods.
- All methods are asynchronous and return a promise, therefore it must be used with await.
- The provided methods are as below -
- Describe (vtap.macro.ws.describe) - Method to get module’s describe. This expects a single parameter elementType which is the module name for which describe is requested.
- List Types (vtap.macro.ws.listtypes) - Method to get a list of modules by field types. This method expects a single parameter fieldTypeList. If you want to get the list of modules having email or phone type fields, then pass field types as array. If you want to get the list of modules by single field type, you can pass the field type as array or string. If you want to get all modules list, you can skip passing this parameter value or pass as NULL.
- Retrieve (vtap.macro.ws.retrieve) - Method to fetch a CRM record data. This method expects a single parameter id which is the record id in webservice format.
- Create (vtap.macro.ws.create) - Method to create a record in CRM. This method expects 2 parameters. elementType is the name of the module for which the record needs to be created and element is the record data object.
- Update (vtap.macro.ws.update) - Method to update a record in CRM. This method expects a single parameter element which is a JSON object containing all field values of the record.
- Revise (vtap.macro.ws.revise) - Method to revise a CRM record data. This method expects a single parameter element which is a JSON object containing record id and field values which need to be updated.
- Delete (vtap.macro.ws.delete) - Method to delete a record in CRM. This method expects a single parameter id which is the id of record to be deleted.
- Query (vtap.macro.ws.query) - Method to fetch CRM records using the query string. This method expects a single parameter query i.e. query string.
- API (vtap.macro.ws.api) - Method to invoke other REST API methods which are not listed above. Vtiger’s REST API supports multiple APIs (reference). If you want to use any other API for which method is not listed above, you can use the following method (This method expects 3 parameters) -
- requestMethod - API request type (GET or POST).
- API - Request API name (retrieve_related, query_related, add_related, reopen, converlead, etc)
- Parameters - Object containing API request parameters
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