How to access Task object via XML worksheet

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

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

Inserting Tasks
Updating Tasks
Deleting Tasks
Performing Actions for Tasks

Task

Inserting Tasks

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

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Task op="insert">
    <Task op="insert">
    <PriorityIID>1</PriorityIID>
    <ShortDescription>Review Policy</ShortDescription>
    <DueOn>2005-07-15</DueOn>
    <StartOn>2005-04-27</StartOn>
    <EstimatedHours>5</EstimatedHours>
    <WorkStatusIID>2</WorkStatusIID>
    <CompletedPercent>25</CompletedPercent>
    <DefaultCategory>TASK_LOEV</DefaultCategory>
    <ActivityItem>ACTI_BILL</ActivityItem>
    <Project keymap="NumberString">AP-03211</Project>
    <Contact keymap="SsOrTaxNumberString">562-35-3251</Contact>
    <ChangeAssignee>
        <User>Charlotte</User>
        <AssignedOn>2005-06-14T06:30</AssignedOn>
    </ChangeAssignee>
    <RateAmount>75</RateAmount>
    <ActualHours>5</ActualHours>
    <TotalAmount>375</TotalAmount>
</Task>
</TeamConnectRequest>

Updating Tasks

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

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Task op="update" ShortDescription="Review Policy">
    <WorkStatusIID>3</WorkStatusIID>
    <CompletedPercent>100</CompletedPercent>
    <CompletedOn>2005-07-25</CompletedOn>
    <ActualHours>7</ActualHours>
    <ChangeAssignee>
        <User>jane</User>
        <AssignedOn>2005-06-18T18:21</AssignedOn>
    </ChangeAssignee>
    <ChangeAssignee>
        <User>jake</User>
        <AssignedOn>2005-07-02</AssignedOn>
    </ChangeAssignee>
</Task>
</TeamConnectRequest>

Deleting Tasks

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

NOTE: You can only delete voided tasks.

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Task op="delete" ShortDescription="Review Policy" />
</TeamConnectRequest>

Performing Actions for Tasks

Reassigning Tasks

Here is an example XML request to Reassigning Tasks in TeamConnect via XML worksheet:

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Task op="update" ShortDescription="Review Policy" action="forward:charlotte" />
</TeamConnectRequest>

Posting and Voiding Tasks

Here is an example XML request to Posting and Voiding Tasks in TeamConnect via XML worksheet:

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Task op="update" ShortDescription="Review Policy" action="postTransaction">
    <RateAmount>50</RateAmount>
    <ActualHours>125</ActualHours>
    <TotalAmount>6250</TotalAmount>
</Task>
<Task op="update" ShortDescription="Review Auto Policy" action="voidTransaction" />
</TeamConnectRequest>