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Create Custom Entity Record

This tutorial should help you create the first Custom Entity record. Before moving forward, make sure your Authentication works and you understand the Key Concepts of the Pipeliner API and make sure you know how to use API parameters

The Custom Entity allows user to work with a completely new type of entity in Pipeliner. You can create Custom Entity records and link them with other entities using Lookup fields.

Tutorial Assignment

  • Create Custom Entity record with the particular Entity Type

  • Link Custom Entity record to Opportunity using Lookup field

  • Filter existing Custom entity record by custom field

0. Required fields

Required API field Name
Description

name

Name of the custom entity record

owner_id

Id of the User in Pipeliner Application

type_id

Id of the related Custom Entity Expected Closing date.

1. Prepare Data

Owner_id

Load an id of the user with the default sales unit. This user will become the owner of the newly created Custom Entity Record.

get

Returns all defined Clients

Query parameters
include-deletedbooleanOptional

if enabled, deleted Clients are returned as well

firstinteger · int32Optional

Number of entities to return from beginning of the result set. Max: 100. Default: 30

lastinteger · int32Optional

Return only the "last" number of entities from result set. When used with first parameter, then it returns last M records from the first N records.

beforebooleanOptional

Cursor until which to take entities to result set.

afterbooleanOptional

Cursor after which to start taking entities to result set.

expandstringOptional

Expand related entity. Use api_names of relation fields. You can use multiple values separated via ',' colon. If not used, URI link will be returned instead. You can use dots '.' to expand nested entities as well.

Example: expand=owner,sales_unit,account_relations.account
order-bystringOptional

Order by values. Use api_name of field to sort by ascending. Prefix api_name with '-' to descending sort. You can use multiple values separated via ',' colon.

Example: order-by=created,-modified
filterobjectOptional

Use name of field in braces to filter by this field. To advanced filter, use with combination with filter-op parameter.

Example: filter[name]=Example
filter-opobjectOptional

Filter operator. Specify a way how to filter fields. Supported operators: [eq, ieq, not-eq, not-ieq, contains, starts, ends, icontains, istarts, iends, null, not-null, empty, not-empty, gt, gte, lt, lte, between].

Example: filter-op[name]=eq
load-onlystringOptional

Loads only fields defined within this parameter. You can use multiple values separated via ',' colon. If not used, then all fields are returned. You can use dots '.' to specify load only fields in nested as well.

Example: load-only=id,name,owner.id
Responses
200
list of Clients
application/json
get
GET /api/v100/rest/spaces/<space_id>/entities/Clients HTTP/1.1
Host: us-east.pipelinersales.com
Accept: */*

{
  "success": true,
  "data": [],
  "page_info": {
    "start_cursor": "WyIwMSIsICJiMmYwODI0Ni1iYWE5LTQyY2QtYmM3Yi04YmM4MjY3M2E2NTgiXQ==",
    "end_cursor": "WyIwNSIsICJmMjZhZjZiMC00ZWE4LTQ3MDgtODU2NC0wN2JmYzI4ZGQ5ZTgiXQ==",
    "has_previous_page": true,
    "has_next_page": true
  }
}
{{baseUrl}}/entities/Clients?load-only=id,default_unit_id&filter[email][email protected]
{
            "id": "00000000-0000-0000-0000-000000011a7d",
            "default_unit_id": "aba4a358-f3f8-4f55-b3ed-dd5cf589103b"
}

We don´t necessarily need to load the default unit id. If only owner_id is specified in the final request, Pipeliner will automatically create the opportunity with the default User´s sales unit. (See step 2. of this tutorial)

Type_id

Pull Custom Entity Types. Store the ID of the Custom Entity Type

get

Returns CustomEntity Types

Path parameters
custom_entity_api_namestringRequired

Custom entity api name

Responses
200
CustomEntityType data
application/json
get
GET /api/v100/rest/spaces/{space_id}/entities/{custom_entity_api_name}Type HTTP/1.1
Host: us-east.api.pipelinersales.com
Accept: */*

{
  "success": true,
  "data": {
    "is_delete_protected": false,
    "id": "01234567-abcd-dcba-ffff-000000000000",
    "modified": "2019-01-01T00:00:00",
    "created": "2019-01-01T00:00:00",
    "owner": "https://example.com",
    "type": "https://example.com",
    "unit": "https://example.com",
    "name": "string",
    "owner_id": "01234567-abcd-dcba-ffff-000000000000",
    "share_mode": 0,
    "table_name": "string",
    "type_id": "01234567-abcd-dcba-ffff-000000000000",
    "unit_id": "01234567-abcd-dcba-ffff-000000000000",
    "is_deleted": false,
    "sharing_units": [
      "https://example.com"
    ],
    "sharing_clients": [
      "https://example.com"
    ],
    "documents": [
      "https://example.com"
    ],
    "is_favorite": false,
    "revision": 1
  }
}
{{baseUrl}}/entities/MyCustomEntityType
 
{
	"is_delete_protected": true,
	"has_draft": false,
	"id": "00000000-0000-0000-0000-000000000002",
	"is_deleted": false,
	"modified": "2023-09-20 07:08:32.528011+00:00",
	"created": "2023-09-11 08:38:36.498033+00:00",
	"form_edit": {
	},
	"form_edit_api": {
	},
	"is_readonly": false,
	"name": "Custom entity 1",
	"is_published": true,
	"revision": 4288,
	"entity_api_name": "MyCustomEntity"
},
{
	"is_delete_protected": false,
	"has_draft": false,
	"id": "018ad56d-879c-b0dd-3c3a-75c59ab97a23",
	"is_deleted": false,
	"modified": "2023-09-27 06:57:23.126262+00:00",
	"created": "2023-09-27 06:57:19.772625+00:00",
	"form_edit": "",
	"form_edit_api": {
	},
	"is_readonly": false,
	"name": "Custom entity 2",
	"is_published": true,
	"revision": 4461,
	"entity_api_name": "MyCustomEntity"
}

2. Create Custom Entity record

Let´s Take data from Step 1. and use them in the following request to create a Custom Entity record.

CustomEntities.create

post

Creates new CustomEntity

Path parameters
custom_entity_api_namestringRequired

Custom entity api name

Query parameters
validation-levelinteger · int32Optional

Specify validation level of CustomEntity on create. Use them as bit mask: 0 - validate each field on entity, 2 - validate only changed fields, 4 - validate only system fields, 8 - allows to override readonly fields, 16 - allows to set entity on deleted relationship.

Body
modifiedstring · date-timeRead-onlyOptional

Last modification time.

Example: 2019-01-01T00:00:00
createdstring · date-timeRead-onlyOptional

Creation time.

Example: 2019-01-01T00:00:00
namestringOptional

Name of the entity and its default text representation.

Example: string
owner_idstring · uuidRequired

Relation to single entity instance.

Example: 01234567-abcd-dcba-ffff-000000000000
share_modeinteger · enumOptional

Integer enum value: 0 - Standard, 1 - Private, 2 - AllView, 3 - AllEdit

Example: 0Possible values:
type_idstring · uuidRequired

Relation to single entity instance.

Example: 01234567-abcd-dcba-ffff-000000000000
unit_idstring · uuidOptional

Relation to single entity instance.

Example: 01234567-abcd-dcba-ffff-000000000000
revisioninteger · int32Optional

Revision when entity was lastly changed.

Example: 1
Responses
201
Creation confirmation. Returns created CustomEntity
application/json
post
POST /api/v100/rest/spaces/{space_id}/entities/{custom_entity_api_name} HTTP/1.1
Host: us-east.api.pipelinersales.com
Content-Type: application / json
Accept: */*
Content-Length: 332

{
  "name": "string",
  "owner_id": "01234567-abcd-dcba-ffff-000000000000",
  "share_mode": 0,
  "type_id": "01234567-abcd-dcba-ffff-000000000000",
  "unit_id": "01234567-abcd-dcba-ffff-000000000000",
  "sharing_units": [
    {
      "id": "https://example.com"
    }
  ],
  "sharing_clients": [
    {
      "id": "https://example.com"
    }
  ],
  "documents": [
    {
      "id": "https://example.com"
    }
  ],
  "revision": 1
}
{
  "success": true,
  "data": {
    "is_delete_protected": false,
    "id": "01234567-abcd-dcba-ffff-000000000000",
    "modified": "2019-01-01T00:00:00",
    "created": "2019-01-01T00:00:00",
    "owner": "https://example.com",
    "type": "https://example.com",
    "unit": "https://example.com",
    "name": "string",
    "owner_id": "01234567-abcd-dcba-ffff-000000000000",
    "share_mode": 0,
    "table_name": "string",
    "type_id": "01234567-abcd-dcba-ffff-000000000000",
    "unit_id": "01234567-abcd-dcba-ffff-000000000000",
    "is_deleted": false,
    "sharing_units": [
      "https://example.com"
    ],
    "sharing_clients": [
      "https://example.com"
    ],
    "documents": [
      "https://example.com"
    ],
    "is_favorite": false,
    "revision": 1
  }
}
{
	"name": "Custom Entity Record 3",
	"owner_id": "00000000-0000-0000-0000-000000011a7d",
	"type_id": "018ad56d-879c-b0dd-3c3a-75c59ab97a23"
}

Success response

{
	"success": true,
	"data": {
		"is_delete_protected": false,
		"id": "018ad5a4-2ea8-75f0-e8cc-c6e54688b165",
		"modified": "2023-09-27 07:57:01.480723+00:00",
		"created": "2023-09-27 07:57:01.480781+00:00",
		"owner": "http://example.com",
		"type": "http://example.com",
		"unit": "http://example.com",
		"name": "Custom Entity Record 3",
		"owner_id": "00000000-0000-0000-0000-000000011a7d",
		"share_mode": 0,
		"table_name": "ce_custom_entity1n",
		"type_id": "018ad56d-879c-b0dd-3c3a-75c59ab97a23",
		"unit_id": "7d9467e0-d885-4729-877e-5c9e1e057b4a",
		"is_deleted": false,
		"sharing_units": [],
		"sharing_clients": [],
		"documents": [],
		"is_favorite": false,
		"revision": 4464,
		"cf_high_priority": true,
		"cf_lookup_ce_mycustomentity_leadoppty": []
	}
}

3. Link Custom Entity record to existing record using Lookup field

Take data from Step 2. and use them in the following request, to link existing record to Opportunity using a Lookup field.

Get Opportunity_id

We are going to search for Opportunity by name. But you can use whatever parameter.

Opportunities.list

get

Returns all defined Opportunities

Query parameters
include-deletedbooleanOptional

if enabled, deleted Opportunities are returned as well

firstinteger · int32Optional

Number of entities to return from beginning of the result set. Max: 100. Default: 30

lastinteger · int32Optional

Return only the "last" number of entities from result set. When used with first parameter, then it returns last M records from the first N records.

beforestringOptional

Cursor until which to take entities to result set.

afterstringOptional

Cursor after which to start taking entities to result set.

expandstringOptional

Expand related entity. Use api_names of relation fields. You can use multiple values separated via ',' colon. If not used, URI link will be returned instead. You can use dots '.' to expand nested entities as well.

Example: expand=owner,sales_unit,account_relations.account
order-bystringOptional

Order by values. Use api_name of field to sort by ascending. Prefix api_name with '-' to descending sort. You can use multiple values separated via ',' colon.

Example: order-by=created,-modified
filterobjectOptional

Use name of field in braces to filter by this field. To advanced filter, use with combination with filter-op parameter.

Example: filter[name]=Example
filter-opobjectOptional

Filter operator. Specify a way how to filter fields. Supported operators: [eq, ieq, not-eq, not-ieq, contains, starts, ends, icontains, istarts, iends, null, not-null, empty, not-empty, gt, gte, lt, lte, between].

Example: filter-op[name]=eq
load-onlystringOptional

Loads only fields defined within this parameter. You can use multiple values separated via ',' colon. If not used, then all fields are returned. You can use dots '.' to specify load only fields in nested as well.

Example: load-only=id,name,owner.id
Responses
200
list of Opportunities
application/json
get
GET /api/v100/rest/spaces/{space_id}/entities/Opportunities HTTP/1.1
Host: us-east.api.pipelinersales.com
Accept: */*

{
  "success": true,
  "data": [],
  "page_info": {
    "start_cursor": "WyIwMSIsICJiMmYwODI0Ni1iYWE5LTQyY2QtYmM3Yi04YmM4MjY3M2E2NTgiXQ==",
    "end_cursor": "WyIwNSIsICJmMjZhZjZiMC00ZWE4LTQ3MDgtODU2NC0wN2JmYzI4ZGQ5ZTgiXQ==",
    "has_previous_page": true,
    "has_next_page": true
  }
}
{{baseUrl}}/entities/Opportunities?filter-op[name]=contains&filter[name]=Accounting
{
        "is_delete_protected": false,
        "id": "0188d953-0aa6-1094-f764-1ce141993b26",
        "is_deleted": false,
        "modified": "2023-06-20 15:01:18.162394+00:00",
        "created": "2023-06-20 15:01:18.118462+00:00",
        "active_quote": null,
        "oppty_type": "http://example.com",
        "owner": "http://example.com",
        "product_currency": "http://example.com",
        "product_price_list": null,
        "reason_of_close": null,
        "step": "http://example.com",
        "unit": "http://example.com",
        "active_quote_id": null,
        "closing_date": "2023-06-21",
        "description": "",
        "is_archived": false,
        "is_value_auto_calculate": false,
        "label_flag": 0,
        "name": "Double Entry Accounting Services",
        "oppty_type_id": "0c03f112-4544-06a8-b162-1f14524c149c",
        "owner_id": "00000000-0000-0000-0000-000000011a7d",
        "product_currency_id": "c4ca4238-a0b9-0382-0dcc-509a6f75849b",
        "ranking": 50,
        "reason_of_close_description": "",
        "reason_of_close_id": null,
        "share_mode": 0,
        "step_id": "5854307d-d86e-4b97-be3f-a2c19f85ff07",
        "table_name": "oppty",
        "unit_id": "7d9467e0-d885-4729-877e-5c9e1e057b4a",
        "was_qualified": false,
        "revision": 3584,
        "value": {
        "base_value": 10000,
        "currency_id": "36665823-00d8-401f-b7d2-8e0736c3beb2",
        "value_foreign": 12500
        },
        "oppty_recurrence": null,
        "revenue_schedule": null,
        "product_relations": [],
        "primary_contact": null,
        "primary_account": "http://example.com",
        "contact_relations": [],
        "account_relations": [
                "http://example.com"
        ],
        "documents": [],
        "quote_relations": [],
        "status": 1,
        "qualify_date": null,
        "won_date": null,
        "lost_date": null,
        "days_in_step": 68,
        "is_favorite": false,
        "sharing_units": [],
        "sharing_clients": [],
        "tags": [],
        "formatted_name": "Double Entry Accounting Services",
        "modified_by_user": null
}

Create a linking between Custom Entity record and Opportunity

CustomEntities.update

patch

Modifies CustomEntity or {custom_entity_api_name} with given id(s)

Path parameters
custom_entity_api_namestringRequired

Custom entity api name

idstring · uuidRequired

ID of CustomEntity to update

Query parameters
validation-levelinteger · int32Optional

Specify validation level of CustomEntity on update. Use them as bit mask: 0 - validate each field on entity, 2 - validate only changed fields, 4 - validate only system fields, 8 - allows to override readonly fields, 16 - allows to set entity on deleted relationship.

Body
namestringOptional

Name of the entity and its default text representation.

Example: string
owner_idstring · uuidOptional

Relation to single entity instance.

Example: 01234567-abcd-dcba-ffff-000000000000
share_modeinteger · enumOptional

Integer enum value: 0 - Standard, 1 - Private, 2 - AllView, 3 - AllEdit

Example: 0Possible values:
type_idstring · uuidOptional

Relation to single entity instance.

Example: 01234567-abcd-dcba-ffff-000000000000
unit_idstring · uuidOptional

Relation to single entity instance.

Example: 01234567-abcd-dcba-ffff-000000000000
revisioninteger · int32Optional

Revision when entity was lastly changed.

Example: 1
Responses
200
Modification confirmation. Returns resulting CustomEntity
application/json
patch
PATCH /api/v100/rest/spaces/{space_id}/entities/{custom_entity_api_name}/{id} HTTP/1.1
Host: us-east.api.pipelinersales.com
Content-Type: application/json
Accept: */*
Content-Length: 332

{
  "name": "string",
  "owner_id": "01234567-abcd-dcba-ffff-000000000000",
  "share_mode": 0,
  "type_id": "01234567-abcd-dcba-ffff-000000000000",
  "unit_id": "01234567-abcd-dcba-ffff-000000000000",
  "sharing_units": [
    {
      "id": "https://example.com"
    }
  ],
  "sharing_clients": [
    {
      "id": "https://example.com"
    }
  ],
  "documents": [
    {
      "id": "https://example.com"
    }
  ],
  "revision": 1
}
{
  "success": true,
  "data": {
    "is_delete_protected": false,
    "id": "01234567-abcd-dcba-ffff-000000000000",
    "modified": "2019-01-01T00:00:00",
    "created": "2019-01-01T00:00:00",
    "owner": "https://example.com",
    "type": "https://example.com",
    "unit": "https://example.com",
    "name": "string",
    "owner_id": "01234567-abcd-dcba-ffff-000000000000",
    "share_mode": 0,
    "table_name": "string",
    "type_id": "01234567-abcd-dcba-ffff-000000000000",
    "unit_id": "01234567-abcd-dcba-ffff-000000000000",
    "is_deleted": false,
    "sharing_units": [
      "https://example.com"
    ],
    "sharing_clients": [
      "https://example.com"
    ],
    "documents": [
      "https://example.com"
    ],
    "is_favorite": false,
    "revision": 1
  }
}
{
	"cf_lookup_ce_mycustomentity_leadoppty": "0188d953-0aa6-1094-f764-1ce141993b26"
}

Success response

{
		"is_delete_protected": false,
		"id": "018ad5a4-2ea8-75f0-e8cc-c6e54688b165",
		"modified": "2023-09-27 07:57:01.480723+00:00",
		"created": "2023-09-27 07:57:01.480781+00:00",
		"owner": "http://example.com",
		"type": "http://example.com",
		"unit": "http://example.com",
		"name": "Custom Entity Record 3",
		"owner_id": "00000000-0000-0000-0000-000000011a7d",
		"share_mode": 0,
		"table_name": "ce_custom_entity1n",
		"type_id": "018ad56d-879c-b0dd-3c3a-75c59ab97a23",
		"unit_id": "7d9467e0-d885-4729-877e-5c9e1e057b4a",
		"is_deleted": false,
		"sharing_units": [],
		"sharing_clients": [],
		"documents": [],
		"is_favorite": false,
		"revision": 4464,
		"cf_priority": 2,
		"cf_lookup_ce_mycustomentity_leadoppty": [
				"id": "0188d953-0aa6-1094-f764-1ce141993b26",
				"name": "Double Entry Accounting Services",
				"picture_url": null,
				"entity_name": "Opportunity",
				"entity_api_name": null,
				"entity_type_id": null,
				"is_deleted": false,
				"is_available": true
		]
}

4. Filter existing Custom Entity record by custom field

Filter Custom Entity records using the specific conditions.

CustomEntities.list

get

Returns all defined {custom_entity_api_name}

Path parameters
custom_entity_api_namestringRequired

Custom entity api name

Query parameters
include-deletedbooleanOptional

if enabled, deleted {custom_entity_api_name} are returned as well

firstinteger · int32Optional

Number of entities to return from beginning of the result set. Max: 100. Default: 30

lastinteger · int32Optional

Return only the "last" number of entities from result set. When used with first parameter, then it returns last M records from the first N records.

beforestringOptional

Cursor until which to take entities to result set.

afterstringOptional

Cursor after which to start taking entities to result set.

expandstringOptional

Expand related entity. Use api_names of relation fields. You can use multiple values separated via ',' colon. If not used, URI link will be returned instead. You can use dots '.' to expand nested entities as well.

Example: expand=owner,sales_unit,account_relations.account
order-bystringOptional

Order by values. Use api_name of field to sort by ascending. Prefix api_name with '-' to descending sort. You can use multiple values separated via ',' colon.

Example: order-by=created,-modified
filterobjectOptional

Use name of field in braces to filter by this field. To advanced filter, use with combination with filter-op parameter.

Example: filter[name]=Example
filter-opobjectOptional

Filter operator. Specify a way how to filter fields. Supported operators: [eq, ieq, not-eq, not-ieq, contains, starts, ends, icontains, istarts, iends, null, not-null, empty, not-empty, gt, gte, lt, lte, between].

Example: filter-op[name]=eq
load-onlystringOptional

Loads only fields defined within this parameter. You can use multiple values separated via ',' colon. If not used, then all fields are returned. You can use dots '.' to specify load only fields in nested as well.

Example: load-only=id,name,owner.id
Responses
200
list of {custom_entity_api_name}
application/json
get
GET /api/v100/rest/spaces/{space_id}/entities/{custom_entity_api_name} HTTP/1.1
Host: us-east.api.pipelinersales.com
Accept: */*

{
  "success": true,
  "data": [],
  "page_info": {
    "start_cursor": "WyIwMSIsICJiMmYwODI0Ni1iYWE5LTQyY2QtYmM3Yi04YmM4MjY3M2E2NTgiXQ==",
    "end_cursor": "WyIwNSIsICJmMjZhZjZiMC00ZWE4LTQ3MDgtODU2NC0wN2JmYzI4ZGQ5ZTgiXQ==",
    "has_previous_page": true,
    "has_next_page": true
  }
}
{{baseUrl}}/entities/MyCustomEntity?filter-op[cf_priority]=gt&filter[cf_priority]=3

Success response

{
		"is_delete_protected": false,
		"id": "012bc5a7-23e8-15a0-a51b-e6c5462eb415",
		"modified": "2023-09-27 07:32:01.480723+00:00",
		"created": "2023-09-27 07:32:01.480781+00:00",
		"owner": "http://example.com",
		"type": "http://example.com",
		"unit": "http://example.com",
		"name": "Custom Entity Record 1",
		"owner_id": "00000000-0000-0000-0000-000000011a7d",
		"share_mode": 0,
		"table_name": "ce_custom_entity1n",
		"type_id": "018ad56d-879c-b0dd-3c3a-75c59ab97a23",
		"unit_id": "7d9467e0-d885-4729-877e-5c9e1e057b4a",
		"is_deleted": false,
		"sharing_units": [],
		"sharing_clients": [],
		"documents": [],
		"is_favorite": false,
		"revision": 4364,
		"cf_priority": 4,
		"cf_lookup_ce_mycustomentity_leadoppty": []
}
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