How to access Project object via XML worksheet

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

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

Inserting Projects
Updating Projects
Deleting Projects
Changing Project Phases
1. Changing Phases with a Tag - Data Conversion Example
2. Changing Phases with an Action - Integration Example
Modifying project’s user rights
Adding groups to matter

Project

Inserting Projects

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

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Project op="insert">
    <Application>PLCY</Application>
    <Name>Amy MacDonald Auto Policy</Name>
    <NumberString>AP-053214</NumberString>
    <OpenedOn>2005-11-18T06:30</OpenedOn>
    <Contact keymap="SsOrTaxNumberString">635-24-6521</Contact>
</Project>
<Project op="insert">
    <Application>CLAM</Application>
    <Parent keymap="NumberString">AP-053214</Parent>
    <Contact keymap="SsOrTaxNumberString">241-58-6214</Contact>
    <NumberString>03-15-2005</NumberString>
    <OpenedOn>2005-03-15T12:30</OpenedOn>
    <Detail key="CLAM">
        <LossDate>2005-03-15T16:40</LossDate>
        <BodyPart>BOPA_ROOT_LTAR</BodyPart>
        <Insured entity="Contact" keymap="SsOrTaxNumberString">352-65-3214</Insured>
        <ClaimEstimate>3500</ClaimEstimate>
        <PastClaims entity="Project" keymap="NumberString">04-02-0018</PastClaims>
    </Detail>
    <Detail key="CLAM_AUTO">
        <InsuredState>true</InsuredState>
        <VIN>326513256214586</VIN>
        <LossLocation>The incident occurred on Broadway, where the insured resides.</LossLocation>
    </Detail>
    <Assignee>
        <User>jessica</User>
        <Type>PLCY_SUPR</Type>
        <IsActive>1</IsActive>
        <AssignedOn>2005-11-20</AssignedOn>
    </Assignee>
    <Assignee>
        <User>jake</User>
        <Type>PLCY_SUPR</Type>
        <IsActive>1</IsActive>
        <AssignedOn>2005-11-22</AssignedOn>
    </Assignee>
    <Assignee>
        <User>jane</User>
        <Type>PLCY_SUPR</Type>
        <IsActive>1</IsActive>
        <AssignedOn>2005-11-20</AssignedOn>
    </Assignee>
    <Assignee>
        <User>charlotte</User>
        <Type>PLCY_SUPR</Type>
        <IsActive>0</IsActive>
        <AssignedOn>2005-11-20</AssignedOn>
        <UnassignedOn>2005-12-31</UnassignedOn>
    </Assignee>
    <MainAssigneeUser>jane</MainAssigneeUser>
    <Relation>
        <Project keymap="NumberString">05-02-0045</Project>
        <Type>PRJR_RELA</Type>
        <LeftRightIID>Left</LeftRightIID>
    </Relation>
</Project>
</TeamConnectRequest>

Updating Projects

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

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Project op="update" NumberString="05-02-0051">
    <Detail key="CLAM_AUTO" op="delete" />
    <Assignee op="insert">
        <User>charlotte</User>
        <Type>CLAM_ADST</Type>
        <IsActive>1</IsActive>
        <AssignedOn>2005-05-29</AssignedOn>
    </Assignee>
    <MainAssigneeUser>charlotte</MainAssigneeUser>
    <History op="insert">
        <ArchivedOn>2005-05-17</ArchivedOn>
        <ShortDescription>Called claimant body shop</ShortDescription>
        <DefaultCategory>HIST_CALL</DefaultCategory>
        <EnteredBy>jake</EnteredBy>
        <Text>Discussed necessary repairs with body shop. The total will be about $3000. They will send me an invoice and 
        as soon as they do I will close the claim.</Text>
    </History>
</Project>
</TeamConnectRequest>

Deleting Projects

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

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Project op="delete" NumberString="03-15-2005" />
<Project op="delete" NumberString="05-05-0049" />
</TeamConnectRequest>

Changing Project Phases

The following examples demonstrate the two different methods of changing phases. The example you should reference depends on whether you are:

Performing a database conversion.
Integrating with a third-party product

Changing Phases with a Tag - Data Conversion Example

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Project op="update" PrimaryKey="109">
    <Application>PLCY</Application>
    <ChangePhase>
        <Type>OPEN</Type>
        <TransitionedBy>charlotte</TransitionedBy>
        <TransitionedOn>2005-11-18T06:30</TransitionedOn>
    </ChangePhase>
    <ChangePhase>
        <Type>CLOS</Type>
        <TransitionedBy>jane</TransitionedBy>
        <TransitionedOn>2006-02-05T11:20</TransitionedOn>
    </ChangePhase>
    <ChangePhase>
        <Type>OPEN</Type>
        <TransitionedBy>jessica</TransitionedBy>
        <TransitionedOn>2006-02-15T16:12</TransitionedOn>
    </ChangePhase>
</Project>
</TeamConnectRequest>

Changing Phases with a Tag - Data Conversion Example

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Project op="update" NumberString="05-02-0051" action="changePhase:8" />
</TeamConnectRequest>

Modifying Project's user rights

Here is an example XML request to modify a project’s user rights using XML worksheet:

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Project op="update" Application="TRAN"  NumberString="TRAN-000001" action="addUserAccess:tylerc:d:YES:NO:NO:NO"/>
</TeamConnectRequest>

Parameters added in the action -

addUserAccess
user ID
"d" for deny
YES for Read
NO for the other ones

Adding groups to a matter

Here is an example XML request to add groups to a matter via XML worksheet:

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Project op="update" Application="ADCO" PrimaryKey="7018" action=addGroupAccess:206:a:YES:YES:YES:YES"/>
</TeamConnectRequest>