Skip to main content
Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.

 

How to access Involved object via XML worksheet

This article provides the information about how to access the Involved object via XML worksheet.

For Involved, you can use XML request for the following:

  1. Inserting Involveds
  2. Updating Involveds
  3. Deleting Involveds

Involved

Inserting Involveds

Here is an example XML request to add new Involved in TeamConnect via XML worksheet:

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Involved op="insert">
    <Project keymap="NumberString">AP-03211</Project>
    <Contact keymap="SsOrTaxNumberString">562-35-3251</Contact>
    <DefaultCategory>PLIV_AUTO</DefaultCategory>
    <SecurityTypeIID>2</SecurityTypeIID>
    <NoteText>Bob has been a loyal client who has always supported our organization and what it stands for.</NoteText>
</Involved>
<Involved op="insert">
    <Project keymap="NumberString">AP-03211</Project>
    <Contact keymap="SsOrTaxNumberString">562-35-5328</Contact>
    <DefaultCategory>PLIV_AUTO_ADDD</DefaultCategory>
    <Relation>
        <Type>CONR_CHLD</Type>
        <Involved keymap="SsOrTaxNumberString">562-35-3251</Involved>
        <LeftRightIID>Right</LeftRightIID>
    </Relation>
</Involved>
</TeamConnectRequest>

Updating Involveds

Here is an example XML request to update an Involved in TeamConnect via XML worksheet:

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Involved op="update" Project.NumberString="AP-03211" Contact.SsOrTaxNumberString="562-35-3251">
    <DefaultCategory>PLIV_AUTO_ADDD</DefaultCategory>
</Involved>
</TeamConnectRequest>

Deleting Involveds

Here is an example XML request to delete an Involved in TeamConnect via XML worksheet:

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Involved op="delete" Project.NumberString="AP-03211" Contact.SsOrTaxNumberString="562-35-5328"/>
</TeamConnectRequest>
  • Was this article helpful?