Skip to main content

Activities

Dimension type ACT

Find

Web service type: Method driven

Resource location: /webservices/finder.asmx?wsdl

Method

public Message[] Search(
string type, // Finder type, See Finder type.
string pattern, // The search pattern. May contain wildcards * and ?
int field, // Fields to search through, see Search fields.
int firstRow, // First row to return, usefull for paging
int maxRows, // Maximum number of rows to return, usefull for paging
string[][] options, // See options below
out FinderData data) // Search results

Finder type

DIM

Search fields

Field IDFields searched
0code and name
1code
2name

The method will return an array containing validation messages. If there are no errors, then the data parameter will contain the actual search result.

Options

OptionTypeDescription
office«office code»Restricts to the office.
levelenumeration: 1, 2, 3, 4, 5, 6Specifies the dimension level. When section is set to teq, level is mandatory. Set it to 4 to retrieve the activities.
sectionteqRestricts to time & expenses dimensions.
dimtypeACTShows the activity dimensions.
modifiedsincestring yyyyMMddHHmmss or yyyyMMddRestricts to dimensions modified after, on or at the specified date (and time).
group«group code»Specifies the dimension group (wildcards allowed).

Read

Web service type: XML Web Services

XML

This example reads the settings of the activity EXAMPLE:

<read>
<type>dimensions</type>
<office>001</office>
<dimtype>ACT</dimtype>
<code>EXAMPLE</code>
</read>

If the activity does not exist an empty activity element is returned containing an error.

Create/Update/Delete

If the dimension is not found it will be automatically created, otherwise it is updated. Set dimension/header/@status to deleted for deleting a dimension. Set dimension/header/@status to active for activating a deleted or hidden dimension.

Root

XML structure
<dimension>
<financials></financials>
<projects></projects>
</dimension>

Element name: dimension

NameDescription
dimensionContains information general to the activity dimension.
financialsContains the financial settings of the activity dimension.
projectsContains detailed information of the activity dimension.

Dimension

XML structure
<dimension status="">
<office></office>
<type></type>
<code></code>
<name></name>
<shortname></shortname>
<financials></financials>
<projects></projects>
</dimension>

Element name: header

NameTypeDescription
@statusactive
deleted
hide
For creating and updating status may be left empty. For deleting deleted should be used. In case an activity is in use, its status has been changed into hide. Hidden activities can be activated by using active.
officecodeOffice code.
typecodeDimension type. See Dimension type.
Dimension type of activities is ACT.
codecodeDimension code, must be compliant with the mask of the ACT Dimension type.
uidstringUnique identification of the dimension.
Read-only attribute.
namestring(40)Activity description.
shortnamestring(20)Short activity description.
inusetrue
false
Indicates whether the activity is used in a transaction or not.
Read-only attribute.
behaviournormal
system
template
Determines the behaviour of dimensions.
Read-only attribute.
touchedintegerCount of the number of times the dimension settings are changed.
Read-only attribute.
financialsnode
projectsnode

Financials

XML structure
<financials>
<vatcode></vatcode>
</financials>

Element name: financials

Property nameValueDescription
vatcodestring(16)The VAT code if one code will apply for all activities within the project. Note that if any VAT codes are defined on activity level, these will apply regardless of what is defined on project level.

Projects

XML structure
<projects>
<validfrom></validfrom>
<validtill></validtill>
<invoicedescription></invoicedescription>
<authoriser locked="" inherit=""></authoriser>
<customer locked="" inherit=""></customer>
<billable locked="" inherit="" forratio=""></billable>
<rate locked="" inherit=""></rate>
<quantities></quantities>
</projects>

Element name: projects

Property nameValueDescription
validfromdateAn activity can be set to only be valid for certain dates. Users will then only be able to book hours to the activity during these dates.
validtodateAn activity can be set to only be valid for certain dates. Users will then only be able to book hours to the activity during these dates.
invoicedescriptionstring(128)This field can be used to enter a longer activity description which will be available on the invoice template.
authorisercodeA specific authoriser for an activity.
If "change" = allow then locked = false and inherit = false
If "change" = disallow then locked = true and inherit = false
If "change" = inherit then locked = true and inherit = true
customercodeAn activity always needs to be linked to a customer. Choose to have the customer ‘inherited’ (from a project) or you can specify the customer here.
If "change" = allow then locked = false and inherit = false
If "change" = disallow then locked = true and inherit = false
If "change" = inherit then locked = true and inherit = true
billabletrue
false
Choose to make an activity billable (true) or not (false) and whether or not it should be included when calculating the "productivity" ratio (@forratio). You could also decide that these settings should be inherited from project or user level (@inherit). You can also set whether a change of these settings is allowed or disallowed when a user is entering their timesheet (@locked).
If "change" = allow then locked = false and inherit = false
If "change" = disallow then locked = true and inherit = false
If "change" = inherit then locked = true and inherit = true
ratecodeChoose to define a specific rate code here or you could also decide that these settings should be inherited from project or user level (@inherit). You can also set whether a change of the rate code is allowed or disallowed when a user is entering their timesheet (@locked).
If "change" = allow then locked = false and inherit = false
If "change" = disallow then locked = true and inherit = false
If "change" = inherit then locked = true and inherit = true
quantitiesnode

Quantities

XML structure
<quantity>
<label></label>
<rate></rate>
<billable locked=""></billable>
<mandatory></mandatory>
</quantity>

Element name: quantity

Property nameValueDescription
labelstring(36)The label of the quantity.
ratecodeThe rate.
billabletrue
false
Is the quantity line billable or not.
If "billable" = true and "change is not allowed" then locked = true
If "billable" = true and "change is allowed" then locked = false
mandatorytrue
false
Is the quantity line mandatory or not.

Example

<dimension status="active">
<office>001</office>
<type>ACT</type>
<code>A0000</code>
<name>Deploy API documentation</name>
<shortname>API documentation</shortname>
<projects>
<invoicedescription>Deploy API documentation</invoicedescription>
<authoriser locked="true" inherit="false">SUPER</authoriser>
<customer locked="false" inherit="false">1010</customer>
<billable locked="false" inherit="false" forratio="false">true</billable>
<rate locked="true" inherit="false">T001</rate>
<quantities>
<quantity>
<label>KM</label>
<rate>KM</rate>
<billable locked="true">false</billable>
<mandatory>false</mandatory>
</quantity>
</quantities>
</projects>
</dimension>