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custom_fields.md

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Party & Deal Custom Fields

Use the custom fields API to define, rename, and delete party and deal custom fields on an account.

For the full XML representation of custom fields, check out the data reference.

Get party custom fields

  • GET /subject_fields.xml?type=party return all fields used in the account.

Response:

<subject-fields type="array">
  <subject-field>
    <id type="integer"></id>
    <label></label>
    <type>party</type>
  </subject-field>
  ...
</subject-fields>

Create party custom field

  • POST /subject_fields.xml defines a new custom field on the account.

Request:

<subject-field><label>#{label}</label></subject-field>

Response:

Status: 201 Created
Location: /subject_fields/#{new_id}.xml

<subject-field>
  <id type="integer"></id>
  <label></label>
  <type>party</type>
</subject-field>

Update party custom field

  • PUT /subject_fields/#{id}.xml renames a field on this account.

Request:

<subject-field><id>#{id}</id><label>#{label}</label><type>party</type></subject-field>

Response:

Status: 200 OK

Destroy party custom field

  • DELETE /subject_fields/#{id}.xml removes a party custom field from the account.

Response:

Status: 200 OK

Get deal custom fields

  • GET /subject_fields.xml?type=deal return all deal fields used in the account.

Response:

<subject-fields type="array">
  <subject-field>
    <id type="integer"></id>
    <label>Close Date</label>
    <type>deal</type>
  </subject-field>
  ...
</subject-fields>

GET /subject_fields.xml?type=deal

Create deal custom field

At the moment, you cannot create deal custom fields via the API. Only retrieve, update, and destroy.

Update deal custom field

  • PUT /subject_fields/#{id}.xml renames a field on this account.

Request:

<subject-field><id>#{id}</id><label>#{label}</label></subject-field>

Response:

Status: 200 OK

Destroy deal custom field

  • DELETE /subject_fields/#{id}.xml removes a deal custom field from the account.

Response:

Status: 200 OK

Get all custom fields

  • GET /subject_fields.xml?type=all return all deal fields used in the account.

Response:

<subject-fields type="array">
  <subject-field>
    <id type="integer"></id>
    <label></label>
    <type>party or deal</type>
  </subject-field>
  ...
</subject-fields>