Buckets:
| title: Change Request Status | Sage Intacct Developer | |
| url: https://developer.intacct.com/api/construction/change-request-status/ | |
| # Change Request Status | Sage Intacct Developer | |
| * Get Change Request Status Object Definition | |
| * Query and List Change Request Statuses | |
| * Query and List Change Request Statuses (Legacy) | |
| * Get Change Request Status | |
| * Get Change Request Status by ID | |
| * Create Change Request Status | |
| * Update Change Request Status | |
| * Delete Change Request Status | |
| --- | |
| Construction companies can create their own user-defined statuses for change requests. | |
| A change request status is mapped to a workflow type, which controls whether change request entries post to the primary project estimate. A workflow type of `none` (the default) prevents change request entries from posting. Other workflow types, such as `pending change`, `approved change`, and so forth, result in posting. | |
| As an example, you might map a status named `Not Issued` to the workflow type of `none`, or a status named `Approved Changes` to the `approved change` workflow type. | |
| --- | |
| ## Get Change Request Status Object Definition | |
| #### `lookup` | |
| > List all the fields and relationships for the change request status object: | |
| ```xml | |
| <lookup> | |
| <object>CHANGEREQUESTSTATUS</object> | |
| </lookup> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `CHANGEREQUESTSTATUS` | | |
| --- | |
| ## Query and List Change Request Statuses | |
| #### `query` | |
| > List information for all change request statuses: | |
| ```xml | |
| <query> | |
| <object>CHANGEREQUESTSTATUS</object> | |
| <select> | |
| <field>NAME</field> | |
| <field>WFTYPE</field> | |
| <field>RECORDNO</field> | |
| </select> | |
| </query> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `CHANGEREQUESTSTATUS` | | |
| | filter | Optional | object | Filter expression to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalto/like, or multiple fields using and/or. Query fields on related objects using the dot operator (for example, `VENDOR.CREDITLIMIT` on APBILL). | | |
| | select | Required | sequence | The names of the fields that you want included in the response, and an optional aggregate function such as `count` or `sum`. Returning all fields is not supported. | | |
| | orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending sort order, for example: `<order> <field>RECORDNO</field> <descending/> </order>` | | |
| | options | Optional | object | Query options: * Set the `caseinsensitive` element to `true` for a case-insensitive query `<caseinsensitive>true</caseinsensitive>` * In a multi-entity company, set the `showprivate` element to `true` to query data in private entities: `<showprivate>true</showprivate>` * Specify the `returnformat` for the response: `xml` (default), `json`, or `csv` `<returnformat>json</returnformat>` | | |
| | pagesize | Optional | integer | Maximum number of matching objects to return in the response, between `1` and `2000` items (Default: `100`) | | |
| | offset | Optional | integer | Point at which to start indexing into records (Default: `0`) | | |
| --- | |
| ## Query and List Change Request Statuses (Legacy) | |
| #### `readByQuery` | |
| ```xml | |
| <readByQuery> | |
| <object>CHANGEREQUESTSTATUS</object> | |
| <fields>*</fields> | |
| <query/> | |
| <pagesize>100</pagesize> | |
| </readByQuery> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `CHANGEREQUESTSTATUS` | | |
| | fields | Optional | string | Comma-separated list of fields on the object to list. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide `*` for the value. | | |
| | query | Required | string | SQL-like query based on fields on the object. The following operators are supported: `<`, `>`, `>=`, `<=`, `=`, `like`, `not like`, `in`, `not in`, `IS NOT NULL`, `IS NULL`, `AND`, `OR`. Illegal XML characters must be properly encoded, and single quotes must be escaped with backslashes (`'Jane\'s Deli'`). Joins are not supported. | | |
| | pagesize | Optional | integer | Custom page size between `1` and `1000` items (Default: `100`) | | |
| --- | |
| ## Get Change Request Status | |
| #### `read` | |
| ```xml | |
| <read> | |
| <object>CHANGEREQUESTSTATUS</object> | |
| <keys>7</keys> | |
| <fields>*</fields> | |
| </read> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `CHANGEREQUESTSTATUS` | | |
| | keys | Required | string | Comma-separated list of `RECORDNO` of the change request status to get. | | |
| | fields | Optional | string | Comma-separated list of fields on the object to get. To return all fields, omit the element or provide `*` for the value. For best performance and predictability, limit the number of fields. | | |
| | returnFormat | Optional | string | Data format for the response body: * `xml` (default) * `json` * `csv` | | |
| --- | |
| ## Get Change Request Status by ID | |
| #### `readByName` | |
| ```xml | |
| <readByName> | |
| <object>CHANGEREQUESTSTATUS</object> | |
| <keys>Approved Changes</keys> | |
| <fields>*</fields> | |
| </readByName> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `CHANGEREQUESTSTATUS` | | |
| | keys | Required | string | Comma-separated list of change request status IDs to get. | | |
| | fields | Optional | string | Comma-separated list of fields on the object to get. To return all fields, omit the element or provide `*` for the value. For best performance and predictability, limit the number of fields. | | |
| | returnFormat | Optional | string | Data format for the response body: * `xml` (default) * `json` * `csv` | | |
| --- | |
| ## Create Change Request Status | |
| #### `create` | |
| > Creates a change request status named `Approved Changes` mapped to the workflow type of `approved changes`: | |
| ```xml | |
| <create> | |
| <CHANGEREQUESTSTATUS> | |
| <NAME>Approved Changes</NAME> | |
| <WFTYPE>approved change</WFTYPE> | |
| </CHANGEREQUESTSTATUS> | |
| </create> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | CHANGEREQUESTSTATUS | Required | object | Object to create | | |
| `CHANGEREQUESTSTATUS` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | NAME | Required | string | Unique name for the change request status. Use 80 or fewer characters. | | |
| | WFTYPE | Optional | string (enum) | Workflow type for the entry. * `none` (default) * `original` * `revision` * `forecast` * `pending change` * `approved change` * `other` | | |
| | STATUS | Optional | string | Status for the change request status. Use `active` or `inactive`. (Default: `active`) | | |
| | *Custom field name* | varies | varies | Custom field names and values as defined for this object. For a multi-pick-list custom field, implode multiple field values with `#~#`. | | |
| `customfield` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | customfieldname | Optional | string | Custom field ID | | |
| | customfieldvalue | Optional | varies | Custom field value. For a multi-pick-list custom field, implode multiple field values with `#~#`. | | |
| --- | |
| ## Update Change Request Status | |
| #### `update` | |
| You can update a change request status that you identify either by record number or by name. You cannot change the name of an existing change request status. | |
| > Updates the workflow type of a change request status to `approved change`: | |
| ```xml | |
| <update> | |
| <CHANGEREQUESTSTATUS> | |
| <RECORDNO>14</RECORDNO> | |
| <WFTYPE>approved change</WFTYPE> | |
| </CHANGEREQUESTSTATUS> | |
| </update> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | CHANGEREQUESTSTATUS | Required | object | Object to update | | |
| `CHANGEREQUESTSTATUS` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | RECORDNO | Optional | integer | `RECORDNO` of the change request status to update. Required if not using `NAME` to specify an existing change request status. | | |
| | NAME | Optional | string | Unique name of the change request status to update. Required if not using `RECORDNO` to specify an existing change request status. | | |
| | WFTYPE | Optional | string (enum) | Workflow type for the entry. * `none` (default) * `original` * `revision` * `forecast` * `pending change` * `approved change` * `other` | | |
| | use on an existing change request, its workflow type cannot be updated. | | | | | |
| | STATUS | Optional | string | Status for the change request status. Use `active` or `inactive`. | | |
| | *Custom field name* | varies | varies | Custom field names and values as defined for this object. For a multi-pick-list custom field, implode multiple field values with `#~#`. | | |
| `customfield` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | customfieldname | Optional | string | Custom field ID | | |
| | customfieldvalue | Optional | varies | Custom field value. For a multi-pick-list custom field, implode multiple field values with `#~#`. | | |
| --- | |
| ## Delete Change Request Status | |
| You can delete a change request status only if it is not in use by a change request. | |
| #### `delete` | |
| ```xml | |
| <delete> | |
| <object>CHANGEREQUESTSTATUS</object> | |
| <keys>14</keys> | |
| </delete> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `CHANGEREQUESTSTATUS` | | |
| | keys | Required | integer | `RECORDNO` of the change request status to delete | | |
| --- | |
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