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30601491f6ef-25 | "accept_status_calls":"",
"accept_status_meetings":"",
"sync_contact":false,
"mkto_sync":false,
"mkto_id":null,
"mkto_lead_score":null,
"_acl":{
"fields":{
}
},
"_module":"Contacts",
"_last_viewed_date":"2016-04-06T10:16:24-05:00"
}
]
}
There are 3 records shown above, the _module field tells you if the record is from Accounts, Contacts or Leads. The _last_viewed_date will tell you when the record was last seen.
Downloads
You can download the full API example here | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Fetch_Recently_Viewed_Records/index.html |
30601491f6ef-26 | Downloads
You can download the full API example here
Last modified: 2023-02-03 21:09:36 | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Fetch_Recently_Viewed_Records/index.html |
86984e17682c-0 | How to Manipulate Quotes
Overview
A PHP example demonstrating how to manipulate Quotes and related record data such as ProductBundles, Products, and ProductBundleNotes.Â
Manipulating Quotes
Authenticating
First, you will need to authenticate to the Sugar API. An example is shown below:
<?php
$instance_url = "http://{site_url}/rest/v11";
$username = "admin";
$password = "password";
//Login - POST /oauth2/token
$auth_url = $instance_url . "/oauth2/token";
$oauth2_token_arguments = array(
"grant_type" => "password",
//client id - default is sugar.
//It is recommended to create your own in Admin > OAuth Keys | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-1 | //It is recommended to create your own in Admin > OAuth Keys
"client_id" => "sugar",
"client_secret" => "",
"username" => $username,
"password" => $password,
//platform type - default is base.
//It is recommend to change the platform to a custom name such as "custom_api" to avoid authentication conflicts.
"platform" => "custom_api"
);
$auth_request = curl_init($auth_url);
curl_setopt($auth_request, CURLOPT_HTTP_VERSION, CURL_HTTP_VERSION_1_0);
curl_setopt($auth_request, CURLOPT_HEADER, false);
curl_setopt($auth_request, CURLOPT_SSL_VERIFYPEER, 0); | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-2 | curl_setopt($auth_request, CURLOPT_RETURNTRANSFER, 1);
curl_setopt($auth_request, CURLOPT_FOLLOWLOCATION, 0);
curl_setopt($auth_request, CURLOPT_HTTPHEADER, array(
"Content-Type: application/json"
));
//convert arguments to json
$json_arguments = json_encode($oauth2_token_arguments);
curl_setopt($auth_request, CURLOPT_POSTFIELDS, $json_arguments);
//execute request
$oauth2_token_response = curl_exec($auth_request);
//decode oauth2 response to get token
$oauth2_token_response_obj = json_decode($oauth2_token_response); | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-3 | $oauth_token = $oauth2_token_response_obj->access_token;
More information on authenticating can be found in the How to Authenticate and Log Out example and /oauth2/logout endpoint documentation.
Creating a Quote
Once authenticated, we can submit a Quote record using the <module> endpoint. Since a Quote record is a sum of its parts (i.e. ProductBundles and Products) you can submit the related ProductBundles and Products in the same request payload using the relationship Links and the "create" property.
//Create Records - POST /<module>
$url = $instance_url . "/Quotes";
//Set up the Record details
$DateTime = new DateTime();
//Expected Close Date in 1 Month
$DateTime->add(new DateInterval("P1M"));
//Quote Record | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-4 | //Quote Record
$quote = array(
'name' => 'Test Quote',
'quote_stage' => 'Draft',
'date_quote_expected_closed' => $DateTime->format(DateTime::ISO8601),
//Create Product Bundles
'product_bundles' => array(
'create' => array(
array(
"name" => "Product Bundle 1",
"bundle_stage" => "Draft",
"currency_id" => ":-99",
"base_rate" => "1.0",
"shipping" => "0.00",
"products" => array(
//Create Product in Bundle 1
"create" => array(
array(
"tax_class" => "Taxable",
"quantity" => 1000.00, | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-5 | "quantity" => 1000.00,
"name" => "Test Product 1",
"description" => "My Test Product",
"mft_part_num" => "mft100012021",
"cost_price" => "100.00",
"list_price" => "200.00",
"discount_price" => "175.00",
"discount_amount" => "0.00",
"discount_select" => 0,
"product_template_id" => "",
"type_id" => "",
"status" => "Quotes"
)
)
),
//Create Product Bundle Note in Bundle 1 | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-6 | )
)
),
//Create Product Bundle Note in Bundle 1
"product_bundle_notes" => array(
"create" => array(
array(
"description" => "Free shipping",
"position" => 1
)
)
)
),
array(
"name" => "Product Bundle 2",
"bundle_stage" => "Draft",
"currency_id" => ":-99",
"base_rate" => "1.0",
"shipping" => "25.00",
"products" => array(
//Create Products in Bundle 2
"create" => array(
array(
"quantity" => 1000.00,
"name" => "Test Product 2", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-7 | "name" => "Test Product 2",
"description" => "My Other Product",
"mft_part_num" => "mft100012234",
"cost_price" => "150.00",
"list_price" => "300.00",
"discount_price" => "275.00",
"discount_amount" => "0.00",
"discount_select" => 0,
"product_template_id" => "",
"type_id" => "",
"status" => "Quotes"
),
array(
"quantity" => 500.00,
"name" => "Test Product 3", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-8 | "name" => "Test Product 3",
"description" => "My Other Other Product",
"mft_part_num" => "mft100012123",
"cost_price" => "10.00",
"list_price" => "500.00",
"discount_price" => "400.00",
"discount_amount" => "0.00",
"discount_select" => 0,
"product_template_id" => "",
"type_id" => "",
"status" => "Quotes"
)
)
)
)
),
)
);
$curl_request = curl_init($url); | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-9 | )
);
$curl_request = curl_init($url);
curl_setopt($curl_request, CURLOPT_HTTP_VERSION, CURL_HTTP_VERSION_1_0);
curl_setopt($curl_request, CURLOPT_HEADER, false);
curl_setopt($curl_request, CURLOPT_SSL_VERIFYPEER, 0);
curl_setopt($curl_request, CURLOPT_RETURNTRANSFER, 1);
curl_setopt($curl_request, CURLOPT_FOLLOWLOCATION, 0);
curl_setopt($curl_request, CURLOPT_HTTPHEADER, array(
"Content-Type: application/json",
"oauth-token: {$oauth_token}"
)); | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-10 | "oauth-token: {$oauth_token}"
));
//convert arguments to json
$json_arguments = json_encode($quote);
curl_setopt($curl_request, CURLOPT_POSTFIELDS, $json_arguments);
//execute request
$curl_response = curl_exec($curl_request);
//decode json
$createdQuote = json_decode($curl_response);
//display the created record
print_r($createdQuote);
curl_close($curl_request);
Request Payload
The data sent to the server is shown below:
{
"name": "Test Quote",
"quote_stage": "Draft",
"date_quote_expected_closed": "2017-06-12T11:51:57-0400", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-11 | "product_bundles": {
"create": [
{
"name": "Product Bundle 1",
"bundle_stage": "Draft",
"currency_id": ":-99",
"base_rate": "1.0",
"shipping": "0.00",
"products": {
"create": [
{
"tax_class": "Taxable",
"quantity": 1000,
"name": "Test Product 1",
"description": "My Test Product",
"mft_part_num": "mft100012021",
"cost_price": "100.00",
"list_price": "200.00",
"discount_price": "175.00",
"discount_amount": "0.00", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-12 | "discount_amount": "0.00",
"discount_select": 0,
"product_template_id": "",
"type_id": "",
"status": "Quotes"
}
]
},
"product_bundle_notes": {
"create": [
{
"description": "Free shipping",
"position": 1
}
]
}
},
{
"name": "Product Bundle 2",
"bundle_stage": "Draft",
"currency_id": ":-99",
"base_rate": "1.0",
"shipping": "25.00",
"products": {
"create": [
{
"quantity": 1000,
"name": "Test Product 2", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-13 | "quantity": 1000,
"name": "Test Product 2",
"description": "My Other Product",
"mft_part_num": "mft100012234",
"cost_price": "150.00",
"list_price": "300.00",
"discount_price": "275.00",
"discount_amount": "0.00",
"discount_select": 0,
"product_template_id": "",
"type_id": "",
"status": "Quotes"
},
{
"quantity": 500,
"name": "Test Product 3",
"description": "My Other Other Product",
"mft_part_num": "mft100012123",
"cost_price": "10.00", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-14 | "cost_price": "10.00",
"list_price": "500.00",
"discount_price": "400.00",
"discount_amount": "0.00",
"discount_select": 0,
"product_template_id": "",
"type_id": "",
"status": "Quotes"
}
]
}
}
]
}
}
Response
The data received from the server is shown below:
{
"id": "ee1e1ae8-372a-11e7-8bf4-3c15c2c94fb0",
"name": "Test Quote",
"date_entered": "2017-05-12T11:51:57-04:00", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-15 | "date_modified": "2017-05-12T11:51:57-04:00",
"modified_user_id": "1",
"modified_by_name": "Administrator",
"modified_user_link": {
"full_name": "Administrator",
"id": "1",
"_acl": {
"fields": {
"pwd_last_changed": {
"write": "no",
"create": "no"
},
"last_login": {
"write": "no",
"create": "no"
}
},
"delete": "no",
"_hash": "08b99a97c2e8d792f7a44d8882b5af6d"
}
}, | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-16 | }
},
"created_by": "1",
"created_by_name": "Administrator",
"created_by_link": {
"full_name": "Administrator",
"id": "1",
"_acl": {
"fields": {
"pwd_last_changed": {
"write": "no",
"create": "no"
},
"last_login": {
"write": "no",
"create": "no"
}
},
"delete": "no",
"_hash": "08b99a97c2e8d792f7a44d8882b5af6d"
}
},
"description": "",
"deleted": false,
"shipper_id": "", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-17 | "deleted": false,
"shipper_id": "",
"shipper_name": "",
"shippers": {
"name": "",
"id": "",
"_acl": {
"fields": [
],
"_hash": "654d337e0e912edaa00dbb0fb3dc3c17"
}
},
"taxrate_id": "",
"taxrate_name": "",
"taxrates": {
"name": "",
"id": "",
"_acl": {
"fields": [
],
"_hash": "654d337e0e912edaa00dbb0fb3dc3c17"
}
},
"taxrate_value": "0.000000", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-18 | }
},
"taxrate_value": "0.000000",
"show_line_nums": true,
"quote_type": "Quotes",
"date_quote_expected_closed": "2017-06-12",
"original_po_date": "",
"payment_terms": "",
"date_quote_closed": "",
"date_order_shipped": "",
"order_stage": "",
"quote_stage": "Draft",
"purchase_order_num": "",
"quote_num": 2,
"subtotal": "650000.000000",
"subtotal_usdollar": "650000.000000",
"shipping": "0.000000",
"shipping_usdollar": "0.000000", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-19 | "shipping_usdollar": "0.000000",
"discount": "",
"deal_tot": "0.00",
"deal_tot_discount_percentage": "0.00",
"deal_tot_usdollar": "0.00",
"new_sub": "650000.000000",
"new_sub_usdollar": "650000.000000",
"taxable_subtotal": "650000.000000",
"tax": "0.000000",
"tax_usdollar": "0.000000",
"total": "650000.000000",
"total_usdollar": "650000.000000",
"billing_address_street": "",
"billing_address_city": "",
"billing_address_state": "", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-20 | "billing_address_state": "",
"billing_address_postalcode": "",
"billing_address_country": "",
"shipping_address_street": "",
"shipping_address_city": "",
"shipping_address_state": "",
"shipping_address_postalcode": "",
"shipping_address_country": "",
"system_id": 1,
"shipping_account_name": "",
"shipping_accounts": {
"name": "",
"id": "",
"_acl": {
"fields": [
],
"_hash": "654d337e0e912edaa00dbb0fb3dc3c17"
}
}, | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-21 | }
},
"shipping_account_id": "",
"shipping_contact_name": "",
"shipping_contacts": {
"full_name": "",
"id": "",
"_acl": {
"fields": [
],
"_hash": "654d337e0e912edaa00dbb0fb3dc3c17"
},
"last_name": ""
},
"shipping_contact_id": "",
"account_name": "",
"billing_accounts": {
"name": "",
"id": "",
"_acl": {
"fields": [
],
"_hash": "654d337e0e912edaa00dbb0fb3dc3c17" | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-22 | }
},
"account_id": "",
"billing_account_name": "",
"billing_account_id": "",
"billing_contact_name": "",
"billing_contacts": {
"full_name": "",
"id": "",
"_acl": {
"fields": [
],
"_hash": "654d337e0e912edaa00dbb0fb3dc3c17"
},
"last_name": ""
},
"billing_contact_id": "",
"opportunity_name": "",
"opportunities": {
"name": "",
"id": "",
"_acl": {
"fields": [
], | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-23 | "_acl": {
"fields": [
],
"_hash": "654d337e0e912edaa00dbb0fb3dc3c17"
}
},
"opportunity_id": "",
"following": "",
"my_favorite": false,
"tag": [
],
"locked_fields": [
],
"assigned_user_id": "",
"assigned_user_name": "",
"assigned_user_link": {
"full_name": "",
"id": "",
"_acl": {
"fields": [
],
"_hash": "654d337e0e912edaa00dbb0fb3dc3c17"
}
}, | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-24 | }
},
"team_count": "",
"team_count_link": {
"team_count": "",
"id": "1",
"_acl": {
"fields": [
],
"_hash": "654d337e0e912edaa00dbb0fb3dc3c17"
}
},
"team_name": [
{
"id": "a0512788-3680-11e7-b42f-3c15c2c94fb0",
"name": "Administrator",
"name_2": "",
"primary": false,
"selected": false
},
{
"id": "1",
"name": "Global",
"name_2": "", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-25 | "name": "Global",
"name_2": "",
"primary": true,
"selected": false
}
],
"currency_id": "-99",
"base_rate": "1.000000",
"currency_name": "",
"currencies": {
"name": "",
"id": "-99",
"_acl": {
"fields": [
],
"_hash": "654d337e0e912edaa00dbb0fb3dc3c17"
},
"symbol": ""
},
"currency_symbol": "",
"_acl": {
"fields": {
}
},
"_module": "Quotes"
} | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-26 | }
},
"_module": "Quotes"
}
You might notice that the Response does not contain the related data. To view the related data use the <module>/<record_id>/link/<link_name> - GET Endpoint.
Modifying the Quote's Product Bundles
Once the quote is created, you might need to add or remove Product Bundles from the Quote. This can be done using the /<module>/<record> - PUTÂ endpoint.
//Create a new ProductBundle
$url = $instance_url . "/ProductBundles";
$productBundle = array(
"name" => "Product Bundle 3",
"bundle_stage" => "Draft",
"currency_id" => ":-99",
"base_rate" => "1.0", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-27 | "base_rate" => "1.0",
"shipping" => "0.00",
"products" => array(
//Create Product in Bundle 3
"create" => array(
array(
"tax_class" => "Taxable",
"quantity" => 100.00,
"name" => "Test Product 3",
"description" => "Test Product 3",
"mft_part_num" => "mft100012021",
"cost_price" => "100.00",
"list_price" => "250.00",
"discount_price" => "175.00",
"discount_amount" => "0.00",
"discount_select" => 0,
"product_template_id" => "", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-28 | "product_template_id" => "",
"type_id" => "",
"status" => "Quotes",
"position" => 0
)
)
),
//Create Product Bundle Note in Bundle 3
"product_bundle_notes" => array(
"create" => array(
array(
"description" => "Free shipping",
"position" => 1
)
)
)
);
$curl_request = curl_init($url);
curl_setopt($curl_request, CURLOPT_HTTP_VERSION, CURL_HTTP_VERSION_1_0);
curl_setopt($curl_request, CURLOPT_HEADER, false); | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-29 | curl_setopt($curl_request, CURLOPT_SSL_VERIFYPEER, 0);
curl_setopt($curl_request, CURLOPT_RETURNTRANSFER, 1);
curl_setopt($curl_request, CURLOPT_FOLLOWLOCATION, 0);
curl_setopt($curl_request, CURLOPT_HTTPHEADER, array(
"Content-Type: application/json",
"oauth-token: {$oauth_token}"
));
//convert arguments to json
$json_arguments = json_encode($productBundle);
curl_setopt($curl_request, CURLOPT_POSTFIELDS, $json_arguments);
//execute request
$curl_response = curl_exec($curl_request); | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-30 | //execute request
$curl_response = curl_exec($curl_request);
//decode json
$createdBundle = json_decode($curl_response);
//display the created record
print_r($createdBundle);
curl_close($curl_request);
//Add Bundle to Previously Created Quote
//PUT to /Quotes/<record_id>
$url = $instance_url . "/Quotes/".$createdQuote->id;
$quote = array(
'product_bundles' => array(
'delete' => array(
'some_bundle_id'
),
'add' => array(
$createdBundle->id
)
)
);
$curl_request = curl_init($url); | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-31 | )
);
$curl_request = curl_init($url);
curl_setopt($curl_request, CURLOPT_HTTP_VERSION, CURL_HTTP_VERSION_1_0);
curl_setopt($curl_request, CURLOPT_HEADER, false);
curl_setopt($curl_request, CURLOPT_SSL_VERIFYPEER, 0);
curl_setopt($curl_request, CURLOPT_RETURNTRANSFER, 1);
curl_setopt($curl_request, CURLOPT_FOLLOWLOCATION, 0);
curl_setopt($curl_request, CURLOPT_HTTPHEADER, array(
"Content-Type: application/json",
"oauth-token: {$oauth_token}"
)); | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-32 | "oauth-token: {$oauth_token}"
));
//convert arguments to json
$json_arguments = json_encode($quote);
curl_setopt($curl_request, CURLOPT_POSTFIELDS, $json_arguments);
//PUT Request
curl_setopt($curl_request, CURLOPT_CUSTOMREQUEST, "PUT");
//execute request
$curl_response = curl_exec($curl_request);
//decode json
$updatedQuote = json_decode($curl_response);
//display the updated quote record
print_r($updatedQuote);
curl_close($curl_request);
 The above script removes a previously related Product Bundle from the Quote and adds the Product Bundle that was created before it in the script.
Request Payload | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
86984e17682c-33 | Request Payload
The data sent to the server to alter the Quotes Product Bundles is shown below:
{
"product_bundles": {
"delete": [
"some_bundle_id"
],
"add": [
"803972ea-3741-11e7-8edc-3c15c2c94fb0"
]
}
}
Response Payload
The response payload will match the standard /<module>/<record> - PUT Endpoint Response which is the entire values of the updated record. The previous Response for Creating the quote is the same as shown above.
Download
You can download the full API example here.
Last modified: 2023-02-03 21:09:36 | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Manipulate_Quotes/index.html |
31cee1a0dc2f-0 | How to Ping
Overview
A PHP example demonstrating how to ping using the REST v11 /ping GET endpoint.
Pinging
Authenticating
First, you will need to authenticate to the Sugar API. An example is shown below:
<?php
$instance_url = "http://{site_url}/rest/v11";
$username = "admin";
$password = "password";
//Login - POST /oauth2/token
$auth_url = $instance_url . "/oauth2/token";
$oauth2_token_arguments = array(
"grant_type" => "password",
//client id - default is sugar.
//It is recommended to create your own in Admin > OAuth Keys
"client_id" => "sugar",
"client_secret" => "", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Ping/index.html |
31cee1a0dc2f-1 | "client_secret" => "",
"username" => $username,
"password" => $password,
//platform type - default is base.
//It is recommend to change the platform to a custom name such as "custom_api" to avoid authentication conflicts.
"platform" => "custom_api"
);
$auth_request = curl_init($auth_url);
curl_setopt($auth_request, CURLOPT_HTTP_VERSION, CURL_HTTP_VERSION_1_0);
curl_setopt($auth_request, CURLOPT_HEADER, false);
curl_setopt($auth_request, CURLOPT_SSL_VERIFYPEER, 0);
curl_setopt($auth_request, CURLOPT_RETURNTRANSFER, 1); | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Ping/index.html |
31cee1a0dc2f-2 | curl_setopt($auth_request, CURLOPT_FOLLOWLOCATION, 0);
curl_setopt($auth_request, CURLOPT_HTTPHEADER, array(
"Content-Type: application/json"
));
//convert arguments to json
$json_arguments = json_encode($oauth2_token_arguments);
curl_setopt($auth_request, CURLOPT_POSTFIELDS, $json_arguments);
//execute request
$oauth2_token_response = curl_exec($auth_request);
//decode oauth2 response to get token
$oauth2_token_response_obj = json_decode($oauth2_token_response);
$oauth_token = $oauth2_token_response_obj->access_token; | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Ping/index.html |
31cee1a0dc2f-3 | More information on authenticating can be found in the How to Authenticate and Log Out example and /oauth2/logout endpoint documentation.
Pinging
Once we have authenticated, we can now ping the system as shown below.
//Ping - GET /ping
$ping_url = $instance_url . "/ping";
$ping_request = curl_init($ping_url);
curl_setopt($ping_request, CURLOPT_HTTP_VERSION, CURL_HTTP_VERSION_1_0);
curl_setopt($ping_request, CURLOPT_HEADER, false); //needed to return file headers
curl_setopt($ping_request, CURLOPT_SSL_VERIFYPEER, 0);
curl_setopt($ping_request, CURLOPT_RETURNTRANSFER, 1); | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Ping/index.html |
31cee1a0dc2f-4 | curl_setopt($ping_request, CURLOPT_FOLLOWLOCATION, 0);
curl_setopt($ping_request, CURLOPT_HTTPHEADER, array(
"Content-Type: application/json",
"oauth-token: {$oauth_token}"
));
$ping_response = curl_exec($ping_request);
More information on pinging can be found in the /ping documentation.
Response
"pong"
Download
You can download the full API example here.
Last modified: 2023-02-03 21:09:36 | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Ping/index.html |
61c990020f1e-0 | How to Check for Duplicate Records
Overview
An PHP example demonstrating how to check for duplicate records using the v11 /<module>/duplicateCheck REST POST endpoint.
Duplicate Records
Authenticating
First, you will need to authenticate to the Sugar API. An example is shown below:
<?php
$instance_url = "http://{site_url}/rest/v11";
$username = "admin";
$password = "password";
//Login - POST /oauth2/token
$auth_url = $instance_url . "/oauth2/token";
$oauth2_token_arguments = array(
"grant_type" => "password",
//client id - default is sugar.
//It is recommended to create your own in Admin > OAuth Keys | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Check_for_Duplicate_Records/index.html |
61c990020f1e-1 | //It is recommended to create your own in Admin > OAuth Keys
"client_id" => "sugar",
"client_secret" => "",
"username" => $username,
"password" => $password,
//platform type - default is base.
//It is recommend to change the platform to a custom name such as "custom_api" to avoid authentication conflicts.
"platform" => "custom_api"
);
$auth_request = curl_init($auth_url);
curl_setopt($auth_request, CURLOPT_HTTP_VERSION, CURL_HTTP_VERSION_1_0);
curl_setopt($auth_request, CURLOPT_HEADER, false);
curl_setopt($auth_request, CURLOPT_SSL_VERIFYPEER, 0); | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Check_for_Duplicate_Records/index.html |
61c990020f1e-2 | curl_setopt($auth_request, CURLOPT_RETURNTRANSFER, 1);
curl_setopt($auth_request, CURLOPT_FOLLOWLOCATION, 0);
curl_setopt($auth_request, CURLOPT_HTTPHEADER, array(
"Content-Type: application/json"
));
//convert arguments to json
$json_arguments = json_encode($oauth2_token_arguments);
curl_setopt($auth_request, CURLOPT_POSTFIELDS, $json_arguments);
//execute request
$oauth2_token_response = curl_exec($auth_request);
//decode oauth2 response to get token
$oauth2_token_response_obj = json_decode($oauth2_token_response); | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Check_for_Duplicate_Records/index.html |
61c990020f1e-3 | $oauth_token = $oauth2_token_response_obj->access_token;
More information on authenticating can be found in the How to Authenticate and Log Out example and /oauth2/logout endpoint documentation.
Retrieving Duplicates
Next, we will need to identify the records that are duplicates using the /<module>/duplicateCheck endpoint.
//Check for duplicate records - POST /<module>/duplicateCheck
$url = $instance_url . "/Accounts/duplicateCheck";
//Set up the Record details
$record = array(
'name' => 'Test Record',
);
$curl_request = curl_init($url);
curl_setopt($curl_request, CURLOPT_HTTP_VERSION, CURL_HTTP_VERSION_1_0); | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Check_for_Duplicate_Records/index.html |
61c990020f1e-4 | curl_setopt($curl_request, CURLOPT_HEADER, false);
curl_setopt($curl_request, CURLOPT_SSL_VERIFYPEER, 0);
curl_setopt($curl_request, CURLOPT_RETURNTRANSFER, 1);
curl_setopt($curl_request, CURLOPT_FOLLOWLOCATION, 0);
curl_setopt($curl_request, CURLOPT_HTTPHEADER, array(
"Content-Type: application/json",
"oauth-token: {$oauth_token}"
));
//convert arguments to json
$json_arguments = json_encode($record);
curl_setopt($curl_request, CURLOPT_POSTFIELDS, $json_arguments); | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Check_for_Duplicate_Records/index.html |
61c990020f1e-5 | //execute request
$curl_response = curl_exec($curl_request);
//decode json
$createdRecord = json_decode($curl_response);
//display the created record
print_r($createdRecord);
curl_close($curl_request);
More information on the filter APIÂ can be found in the /<module>/duplicateCheck documentation.
Request Payload
The data sent to the server is shown below:
{
"name":"Test Record"
}
Response
The data received from the server is shown below:
{
"next_offset": -1,
"records": [{
"id": "7f6ea7be-60d6-11e6-8885-a0999b033b33",
"name": "Test Record", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Check_for_Duplicate_Records/index.html |
61c990020f1e-6 | "name": "Test Record",
"date_entered": "2016-08-12T14:48:25-07:00",
"date_modified": "2016-08-12T14:48:25-07:00",
"modified_user_id": "1",
"modified_by_name": "Administrator",
"modified_user_link": {
"full_name": "Administrator",
"id": "1",
"_acl": {
"fields": [],
"delete": "no",
"_hash": "8e11bf9be8f04daddee9d08d44ea891e"
}
},
"created_by": "1",
"created_by_name": "Administrator",
"created_by_link": { | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Check_for_Duplicate_Records/index.html |
61c990020f1e-7 | "created_by_link": {
"full_name": "Administrator",
"id": "1",
"_acl": {
"fields": [],
"delete": "no",
"_hash": "8e11bf9be8f04daddee9d08d44ea891e"
}
},
"description": "Test Data 1",
"deleted": false,
"facebook": "",
"twitter": "",
"googleplus": "",
"account_type": "",
"industry": "",
"annual_revenue": "",
"phone_fax": "",
"billing_address_street": "",
"billing_address_street_2": "", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Check_for_Duplicate_Records/index.html |
61c990020f1e-8 | "billing_address_street_2": "",
"billing_address_street_3": "",
"billing_address_street_4": "",
"billing_address_city": "",
"billing_address_state": "",
"billing_address_postalcode": "",
"billing_address_country": "",
"rating": "",
"phone_office": "",
"phone_alternate": "",
"website": "",
"ownership": "",
"employees": "",
"ticker_symbol": "",
"shipping_address_street": "",
"shipping_address_street_2": "",
"shipping_address_street_3": "", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Check_for_Duplicate_Records/index.html |
61c990020f1e-9 | "shipping_address_street_3": "",
"shipping_address_street_4": "",
"shipping_address_city": "",
"shipping_address_state": "",
"shipping_address_postalcode": "",
"shipping_address_country": "",
"parent_id": "",
"sic_code": "",
"duns_num": "",
"parent_name": "",
"member_of": {
"name": "",
"id": "",
"_acl": {
"fields": [],
"_hash": "654d337e0e912edaa00dbb0fb3dc3c17"
}
},
"campaign_id": "", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Check_for_Duplicate_Records/index.html |
61c990020f1e-10 | }
},
"campaign_id": "",
"campaign_name": "",
"campaign_accounts": {
"name": "",
"id": "",
"_acl": {
"fields": [],
"_hash": "654d337e0e912edaa00dbb0fb3dc3c17"
}
},
"following": true,
"my_favorite": false,
"tag": [],
"assigned_user_id": "1",
"assigned_user_name": "Administrator",
"assigned_user_link": {
"full_name": "Administrator",
"id": "1",
"_acl": {
"fields": [],
"delete": "no", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Check_for_Duplicate_Records/index.html |
61c990020f1e-11 | "fields": [],
"delete": "no",
"_hash": "8e11bf9be8f04daddee9d08d44ea891e"
}
},
"team_count": "",
"team_count_link": {
"team_count": "",
"id": "1",
"_acl": {
"fields": [],
"_hash": "654d337e0e912edaa00dbb0fb3dc3c17"
}
},
"team_name": [{
"id": "1",
"name": "Global",
"name_2": "",
"primary": true
}],
"email": [],
"email1": "",
"email2": "", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Check_for_Duplicate_Records/index.html |
61c990020f1e-12 | "email1": "",
"email2": "",
"invalid_email": "",
"email_opt_out": "",
"email_addresses_non_primary": "",
"_acl": {
"fields": {}
},
"_module": "Accounts",
"duplicate_check_rank": 8
}, {
"id": "868b4f16-60d6-11e6-bdfc-a0999b033b33",
"name": "Test Record",
"date_entered": "2016-08-12T14:48:37-07:00",
"date_modified": "2016-08-12T14:48:37-07:00",
"modified_user_id": "1", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Check_for_Duplicate_Records/index.html |
61c990020f1e-13 | "modified_user_id": "1",
"modified_by_name": "Administrator",
"modified_user_link": {
"full_name": "Administrator",
"id": "1",
"_acl": {
"fields": [],
"delete": "no",
"_hash": "8e11bf9be8f04daddee9d08d44ea891e"
}
},
"created_by": "1",
"created_by_name": "Administrator",
"created_by_link": {
"full_name": "Administrator",
"id": "1",
"_acl": {
"fields": [],
"delete": "no", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Check_for_Duplicate_Records/index.html |
61c990020f1e-14 | "fields": [],
"delete": "no",
"_hash": "8e11bf9be8f04daddee9d08d44ea891e"
}
},
"description": "Test Data 2",
"deleted": false,
"facebook": "",
"twitter": "",
"googleplus": "",
"account_type": "",
"industry": "",
"annual_revenue": "",
"phone_fax": "",
"billing_address_street": "",
"billing_address_street_2": "",
"billing_address_street_3": "",
"billing_address_street_4": "",
"billing_address_city": "", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Check_for_Duplicate_Records/index.html |
61c990020f1e-15 | "billing_address_city": "",
"billing_address_state": "",
"billing_address_postalcode": "",
"billing_address_country": "",
"rating": "",
"phone_office": "",
"phone_alternate": "",
"website": "",
"ownership": "",
"employees": "",
"ticker_symbol": "",
"shipping_address_street": "",
"shipping_address_street_2": "",
"shipping_address_street_3": "",
"shipping_address_street_4": "",
"shipping_address_city": "",
"shipping_address_state": "", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Check_for_Duplicate_Records/index.html |
61c990020f1e-16 | "shipping_address_state": "",
"shipping_address_postalcode": "",
"shipping_address_country": "",
"parent_id": "",
"sic_code": "",
"duns_num": "",
"parent_name": "",
"member_of": {
"name": "",
"id": "",
"_acl": {
"fields": [],
"_hash": "654d337e0e912edaa00dbb0fb3dc3c17"
}
},
"campaign_id": "",
"campaign_name": "",
"campaign_accounts": {
"name": "",
"id": "",
"_acl": {
"fields": [], | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Check_for_Duplicate_Records/index.html |
61c990020f1e-17 | "id": "",
"_acl": {
"fields": [],
"_hash": "654d337e0e912edaa00dbb0fb3dc3c17"
}
},
"following": true,
"my_favorite": false,
"tag": [],
"assigned_user_id": "1",
"assigned_user_name": "Administrator",
"assigned_user_link": {
"full_name": "Administrator",
"id": "1",
"_acl": {
"fields": [],
"delete": "no",
"_hash": "8e11bf9be8f04daddee9d08d44ea891e"
}
},
"team_count": "", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Check_for_Duplicate_Records/index.html |
61c990020f1e-18 | }
},
"team_count": "",
"team_count_link": {
"team_count": "",
"id": "1",
"_acl": {
"fields": [],
"_hash": "654d337e0e912edaa00dbb0fb3dc3c17"
}
},
"team_name": [{
"id": "1",
"name": "Global",
"name_2": "",
"primary": true
}],
"email": [],
"email1": "",
"email2": "",
"invalid_email": "",
"email_opt_out": "",
"email_addresses_non_primary": "",
"_acl": { | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Check_for_Duplicate_Records/index.html |
61c990020f1e-19 | "email_addresses_non_primary": "",
"_acl": {
"fields": {}
},
"_module": "Accounts",
"duplicate_check_rank": 8
}]
}
Download
You can download the full API example here.
Last modified: 2023-02-03 21:09:36 | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Check_for_Duplicate_Records/index.html |
dc2a1a653323-0 | How to Favorite a Record
Overview
A PHP example demonstrating how to favorite a record using the v11 <module>/:record/favorite REST PUT API endpoint.
Favoriting a Record
Authenticating
First, you will need to authenticate to the Sugar API. An example is shown below:
<?php
$instance_url = "http://{site_url}/rest/v11";
$username = "admin";
$password = "password";
//Login - POST /oauth2/token
$auth_url = $instance_url . "/oauth2/token";
$oauth2_token_arguments = array(
"grant_type" => "password",
//client id - default is sugar.
//It is recommended to create your own in Admin > OAuth Keys
"client_id" => "sugar", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Favorite_a_Record/index.html |
dc2a1a653323-1 | "client_id" => "sugar",
"client_secret" => "",
"username" => $username,
"password" => $password,
//platform type - default is base.
//It is recommend to change the platform to a custom name such as "custom_api" to avoid authentication conflicts.
"platform" => "custom_api"
);
$auth_request = curl_init($auth_url);
curl_setopt($auth_request, CURLOPT_HTTP_VERSION, CURL_HTTP_VERSION_1_0);
curl_setopt($auth_request, CURLOPT_HEADER, false);
curl_setopt($auth_request, CURLOPT_SSL_VERIFYPEER, 0); | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Favorite_a_Record/index.html |
dc2a1a653323-2 | curl_setopt($auth_request, CURLOPT_RETURNTRANSFER, 1);
curl_setopt($auth_request, CURLOPT_FOLLOWLOCATION, 0);
curl_setopt($auth_request, CURLOPT_HTTPHEADER, array(
"Content-Type: application/json"
));
//convert arguments to json
$json_arguments = json_encode($oauth2_token_arguments);
curl_setopt($auth_request, CURLOPT_POSTFIELDS, $json_arguments);
//execute request
$oauth2_token_response = curl_exec($auth_request);
//decode oauth2 response to get token
$oauth2_token_response_obj = json_decode($oauth2_token_response); | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Favorite_a_Record/index.html |
dc2a1a653323-3 | $oauth_token = $oauth2_token_response_obj->access_token;
More information on authenticating can be found in the How to Authenticate and Log Out example and /oauth2/logout endpoint documentation.
Favoriting a Record
Next, we can favorite a specific record using the /<module>/:record/favorite endpoint.
//Favorite record - PUT //:record/favorite
$favorite_url = $instance_url . "/Accounts/ae8b1783-404a-fcb8-1e1e-56f1cc52cd1a/favorite";
$favorite_request = curl_init($favorite_url);
curl_setopt($favorite_request, CURLOPT_CUSTOMREQUEST, "PUT"); | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Favorite_a_Record/index.html |
dc2a1a653323-4 | curl_setopt($favorite_request, CURLOPT_HTTP_VERSION, CURL_HTTP_VERSION_1_0);
curl_setopt($favorite_request, CURLOPT_HEADER, false);
curl_setopt($favorite_request, CURLOPT_SSL_VERIFYPEER, 0);
curl_setopt($favorite_request, CURLOPT_RETURNTRANSFER, 1);
curl_setopt($favorite_request, CURLOPT_FOLLOWLOCATION, 0);
curl_setopt($favorite_request, CURLOPT_HTTPHEADER, array(
"Content-Type: application/json",
"oauth-token: {$oauth_token}"
));
//execute request
$favorite_response = curl_exec($favorite_request); | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Favorite_a_Record/index.html |
dc2a1a653323-5 | ));
//execute request
$favorite_response = curl_exec($favorite_request);
More information on theunfavorite APIÂ can be found in the /<module>/:record/favorite PUTÂ documentation.
Request Payload
The data sent to the server is shown below:
This endpoint does not accept any request arguments.
Response
The data received from the server is shown below:
{
"id": "ae8b1783-404a-fcb8-1e1e-56f1cc52cd1a",
"name": "Union Bank",
"date_entered": "2016-03-22T17:49:50-05:00",
"date_modified": "2016-03-30T17:44:20-05:00",
"modified_user_id": "1", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Favorite_a_Record/index.html |
dc2a1a653323-6 | "modified_user_id": "1",
"modified_by_name": "Administrator",
"modified_user_link": {
"full_name": "Administrator",
"id": "1",
"_acl": {
"fields": [],
"delete": "no",
"_hash": "8e11bf9be8f04daddee9d08d44ea891e"
}
},
"created_by": "1",
"created_by_name": "Administrator",
"created_by_link": {
"full_name": "Administrator",
"id": "1",
"_acl": {
"fields": [],
"delete": "no", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Favorite_a_Record/index.html |
dc2a1a653323-7 | "fields": [],
"delete": "no",
"_hash": "8e11bf9be8f04daddee9d08d44ea891e"
}
},
"description": "",
"deleted": false,
"facebook": "",
"twitter": "",
"googleplus": "",
"account_type": "Customer",
"industry": "Banking",
"annual_revenue": "",
"phone_fax": "",
"billing_address_street": "67321 West Siam St.",
"billing_address_street_2": "",
"billing_address_street_3": "",
"billing_address_street_4": "",
"billing_address_city": "Ohio", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Favorite_a_Record/index.html |
dc2a1a653323-8 | "billing_address_city": "Ohio",
"billing_address_state": "CA",
"billing_address_postalcode": "25159",
"billing_address_country": "USA",
"rating": "",
"phone_office": "(065) 489-6104",
"phone_alternate": "",
"website": "www.qahr.edu",
"ownership": "",
"employees": "",
"ticker_symbol": "",
"shipping_address_street": "67321 West Siam St.",
"shipping_address_street_2": "",
"shipping_address_street_3": "",
"shipping_address_street_4": "", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Favorite_a_Record/index.html |
dc2a1a653323-9 | "shipping_address_street_4": "",
"shipping_address_city": "Ohio",
"shipping_address_state": "CA",
"shipping_address_postalcode": "25159",
"shipping_address_country": "USA",
"parent_id": "",
"sic_code": "",
"duns_num": "",
"parent_name": "",
"member_of": {
"name": "",
"id": "",
"_acl": {
"fields": [],
"_hash": "654d337e0e912edaa00dbb0fb3dc3c17"
}
},
"campaign_id": "",
"campaign_name": "", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Favorite_a_Record/index.html |
dc2a1a653323-10 | "campaign_id": "",
"campaign_name": "",
"campaign_accounts": {
"name": "",
"id": "",
"_acl": {
"fields": [],
"_hash": "654d337e0e912edaa00dbb0fb3dc3c17"
}
},
"following": true,
"my_favorite": true,
"tag": [],
"assigned_user_id": "seed_sarah_id",
"assigned_user_name": "Sarah Smith",
"assigned_user_link": {
"full_name": "Sarah Smith",
"id": "seed_sarah_id",
"_acl": {
"fields": [], | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Favorite_a_Record/index.html |
dc2a1a653323-11 | "_acl": {
"fields": [],
"_hash": "654d337e0e912edaa00dbb0fb3dc3c17"
}
},
"team_count": "",
"team_count_link": {
"team_count": "",
"id": "West",
"_acl": {
"fields": [],
"_hash": "654d337e0e912edaa00dbb0fb3dc3c17"
}
},
"team_name": [{
"id": "East",
"name": "East",
"name_2": "",
"primary": false
}, {
"id": 1,
"name": "Global",
"name_2": "", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Favorite_a_Record/index.html |
dc2a1a653323-12 | "name": "Global",
"name_2": "",
"primary": false
}, {
"id": "West",
"name": "West",
"name_2": "",
"primary": true
}],
"email": [{
"email_address": "[email protected]",
"invalid_email": false,
"opt_out": false,
"primary_address": true,
"reply_to_address": false
}, {
"email_address": "[email protected]",
"invalid_email": false,
"opt_out": false,
"primary_address": false,
"reply_to_address": false
}], | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Favorite_a_Record/index.html |
dc2a1a653323-13 | "reply_to_address": false
}],
"email1": "[email protected]",
"email2": "[email protected]",
"invalid_email": false,
"email_opt_out": false,
"email_addresses_non_primary": "",
"_acl": {
"fields": {}
},
"_module": "Accounts"
}
Download
You can download the full API example here.
Last modified: 2023-02-03 21:09:36 | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Favorite_a_Record/index.html |
9be5aeab2318-0 | How to Filter a List of Records
Overview
A PHP example demonstrating how to filter records using the v11 /<module>/filter REST POST endpoints.
Filtering Records
Authenticating
First, you will need to authenticate to the Sugar API. An example is shown below:
<?php
$instance_url = "http://{site_url}/rest/v11";
$username = "admin";
$password = "password";
//Login - POST /oauth2/token
$auth_url = $instance_url . "/oauth2/token";
$oauth2_token_arguments = array(
"grant_type" => "password",
//client id - default is sugar.
//It is recommended to create your own in Admin > OAuth Keys
"client_id" => "sugar", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Filter_a_List_of_Records/index.html |
9be5aeab2318-1 | "client_id" => "sugar",
"client_secret" => "",
"username" => $username,
"password" => $password,
//platform type - default is base.
//It is recommend to change the platform to a custom name such as "custom_api" to avoid authentication conflicts.
"platform" => "custom_api"
);
$auth_request = curl_init($auth_url);
curl_setopt($auth_request, CURLOPT_HTTP_VERSION, CURL_HTTP_VERSION_1_0);
curl_setopt($auth_request, CURLOPT_HEADER, false);
curl_setopt($auth_request, CURLOPT_SSL_VERIFYPEER, 0); | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Filter_a_List_of_Records/index.html |
9be5aeab2318-2 | curl_setopt($auth_request, CURLOPT_RETURNTRANSFER, 1);
curl_setopt($auth_request, CURLOPT_FOLLOWLOCATION, 0);
curl_setopt($auth_request, CURLOPT_HTTPHEADER, array(
"Content-Type: application/json"
));
//convert arguments to json
$json_arguments = json_encode($oauth2_token_arguments);
curl_setopt($auth_request, CURLOPT_POSTFIELDS, $json_arguments);
//execute request
$oauth2_token_response = curl_exec($auth_request);
//decode oauth2 response to get token
$oauth2_token_response_obj = json_decode($oauth2_token_response); | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Filter_a_List_of_Records/index.html |
9be5aeab2318-3 | $oauth_token = $oauth2_token_response_obj->access_token;
More information on authenticating can be found in the How to Authenticate and Log Out example and /oauth2/logout endpoint documentation.
Filtering Records
Next, we can filter the records we want to return using the /<module>/filter endpoint with a POST request.
//Identify records to export - POST /<module>/filter
$filter_url = $instance_url . "/Accounts/filter";
$filter_arguments = array(
"filter" => array(
array(
'$or' => array(
array(
//name starts with 'a'
"name" => array(
'$starts'=>"A",
)
),
array( | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Filter_a_List_of_Records/index.html |
9be5aeab2318-4 | )
),
array(
//name starts with 'b'
"name" => array(
'$starts'=>"b",
)
)
),
),
),
"max_num" => 2,
"offset" => 0,
"fields" => "id",
"order_by" => "date_entered",
"favorites" => false,
"my_items" => false,
);
$filter_request = curl_init($filter_url);
curl_setopt($filter_request, CURLOPT_HTTP_VERSION, CURL_HTTP_VERSION_1_0);
curl_setopt($filter_request, CURLOPT_HEADER, false); | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Filter_a_List_of_Records/index.html |
9be5aeab2318-5 | curl_setopt($filter_request, CURLOPT_SSL_VERIFYPEER, 0);
curl_setopt($filter_request, CURLOPT_RETURNTRANSFER, 1);
curl_setopt($filter_request, CURLOPT_FOLLOWLOCATION, 0);
curl_setopt($filter_request, CURLOPT_HTTPHEADER, array(
"Content-Type: application/json",
"oauth-token: {$oauth_token}"
));
//convert arguments to json
$json_arguments = json_encode($filter_arguments);
curl_setopt($filter_request, CURLOPT_POSTFIELDS, $json_arguments);
//execute request
$filter_response = curl_exec($filter_request);
//decode json | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Filter_a_List_of_Records/index.html |
9be5aeab2318-6 | $filter_response = curl_exec($filter_request);
//decode json
$filter_response_obj = json_decode($filter_response);
More information on the filter APIÂ can be found in the /<module>/filter documentation.
Note : The /<module>/filter endpoint can be called using a GET request as well, though long URL requests can have issues so the POST request is recommended.Â
Request Payload
The data sent to the server is shown below:
{
"filter":[
{
"$or":[
{
"name":{
"$starts":"A"
}
},
{
"name":{
"$starts":"b"
}
}
]
}
],
"max_num":2, | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Filter_a_List_of_Records/index.html |
9be5aeab2318-7 | ]
}
],
"max_num":2,
"offset":0,
"fields":"id",
"order_by":"date_entered",
"favorites":false,
"my_items":false
}
Response
The data received from the server is shown below:
{
"next_offset":2,
"records":[
{
"id":"f16760a4-3a52-f77d-1522-5703ca28925f",
"date_modified":"2016-04-05T10:23:28-04:00",
"_acl":{
"fields":{
}
},
"_module":"Accounts"
},
{ | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Filter_a_List_of_Records/index.html |
9be5aeab2318-8 | },
"_module":"Accounts"
},
{
"id":"ec409fbb-2b22-4f32-7fa1-5703caf78dc3",
"date_modified":"2016-04-05T10:23:28-04:00",
"_acl":{
"fields":{
}
},
"_module":"Accounts"
}
]
}
Download
You can download the full API example using POST here and using GET here.
Last modified: 2023-02-03 21:09:36 | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Filter_a_List_of_Records/index.html |
d08122c5a06e-0 | How to Unfavorite a Record
Overview
A PHP example demonstrating how to unfavorite a record using the v11 /<module>/:record/unfavorite REST PUTÂ endpoint.
Unfavoriting a Record
Authenticating
First, you will need to authenticate to the Sugar API. An example is shown below:
<?php
$instance_url = "http://{site_url}/rest/v11";
$username = "admin";
$password = "password";
//Login - POST /oauth2/token
$auth_url = $instance_url . "/oauth2/token";
$oauth2_token_arguments = array(
"grant_type" => "password",
//client id - default is sugar.
//It is recommended to create your own in Admin > OAuth Keys | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Unfavorite_a_Record/index.html |
d08122c5a06e-1 | //It is recommended to create your own in Admin > OAuth Keys
"client_id" => "sugar",
"client_secret" => "",
"username" => $username,
"password" => $password,
//platform type - default is base.
//It is recommend to change the platform to a custom name such as "custom_api" to avoid authentication conflicts.
"platform" => "custom_api"
);
$auth_request = curl_init($auth_url);
curl_setopt($auth_request, CURLOPT_HTTP_VERSION, CURL_HTTP_VERSION_1_0);
curl_setopt($auth_request, CURLOPT_HEADER, false);
curl_setopt($auth_request, CURLOPT_SSL_VERIFYPEER, 0); | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Unfavorite_a_Record/index.html |
d08122c5a06e-2 | curl_setopt($auth_request, CURLOPT_RETURNTRANSFER, 1);
curl_setopt($auth_request, CURLOPT_FOLLOWLOCATION, 0);
curl_setopt($auth_request, CURLOPT_HTTPHEADER, array(
"Content-Type: application/json"
));
//convert arguments to json
$json_arguments = json_encode($oauth2_token_arguments);
curl_setopt($auth_request, CURLOPT_POSTFIELDS, $json_arguments);
//execute request
$oauth2_token_response = curl_exec($auth_request);
//decode oauth2 response to get token
$oauth2_token_response_obj = json_decode($oauth2_token_response); | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Unfavorite_a_Record/index.html |
d08122c5a06e-3 | $oauth_token = $oauth2_token_response_obj->access_token;
More information on authenticating can be found in the How to Authenticate and Log Out example and /oauth2/logout endpoint documentation.
Unfavoriting a Record
Next, we can unfavorite a specific record using the /<module>/:record/unfavorite endpoint.
//Unfavorite record - PUT //:record/unfavorite
$unfavorite_url = $instance_url . "/Accounts/ae8b1783-404a-fcb8-1e1e-56f1cc52cd1a/unfavorite";
$unfavorite_request = curl_init($unfavorite_url);
curl_setopt($unfavorite_request, CURLOPT_CUSTOMREQUEST, "PUT"); | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Unfavorite_a_Record/index.html |
d08122c5a06e-4 | curl_setopt($unfavorite_request, CURLOPT_HTTP_VERSION, CURL_HTTP_VERSION_1_0);
curl_setopt($unfavorite_request, CURLOPT_HEADER, false);
curl_setopt($unfavorite_request, CURLOPT_SSL_VERIFYPEER, 0);
curl_setopt($unfavorite_request, CURLOPT_RETURNTRANSFER, 1);
curl_setopt($unfavorite_request, CURLOPT_FOLLOWLOCATION, 0);
curl_setopt($unfavorite_request, CURLOPT_HTTPHEADER, array(
"Content-Type: application/json",
"oauth-token: {$oauth_token}"
));
//execute request | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Unfavorite_a_Record/index.html |
d08122c5a06e-5 | ));
//execute request
$unfavorite_response = curl_exec($unfavorite_request);
More information on the unfavorite APIÂ can be found in the /<module>/:record/unfavorite PUTÂ documentation.
Request Payload
The data sent to the server is shown below:
This endpoint does not accept any request arguments.
Response
The data received from the server is shown below:
{
"id": "ae8b1783-404a-fcb8-1e1e-56f1cc52cd1a",
"name": "Union Bank",
"date_entered": "2016-03-22T17:49:50-05:00",
"date_modified": "2016-03-30T17:44:20-05:00",
"modified_user_id": "1", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Unfavorite_a_Record/index.html |
d08122c5a06e-6 | "modified_user_id": "1",
"modified_by_name": "Administrator",
"modified_user_link": {
"full_name": "Administrator",
"id": "1",
"_acl": {
"fields": [],
"delete": "no",
"_hash": "8e11bf9be8f04daddee9d08d44ea891e"
}
},
"created_by": "1",
"created_by_name": "Administrator",
"created_by_link": {
"full_name": "Administrator",
"id": "1",
"_acl": {
"fields": [],
"delete": "no", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Unfavorite_a_Record/index.html |
d08122c5a06e-7 | "fields": [],
"delete": "no",
"_hash": "8e11bf9be8f04daddee9d08d44ea891e"
}
},
"description": "",
"deleted": false,
"facebook": "",
"twitter": "",
"googleplus": "",
"account_type": "Customer",
"industry": "Banking",
"annual_revenue": "",
"phone_fax": "",
"billing_address_street": "67321 West Siam St.",
"billing_address_street_2": "",
"billing_address_street_3": "",
"billing_address_street_4": "",
"billing_address_city": "Ohio", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Unfavorite_a_Record/index.html |
d08122c5a06e-8 | "billing_address_city": "Ohio",
"billing_address_state": "CA",
"billing_address_postalcode": "25159",
"billing_address_country": "USA",
"rating": "",
"phone_office": "(065) 489-6104",
"phone_alternate": "",
"website": "www.qahr.edu",
"ownership": "",
"employees": "",
"ticker_symbol": "",
"shipping_address_street": "67321 West Siam St.",
"shipping_address_street_2": "",
"shipping_address_street_3": "",
"shipping_address_street_4": "", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Unfavorite_a_Record/index.html |
d08122c5a06e-9 | "shipping_address_street_4": "",
"shipping_address_city": "Ohio",
"shipping_address_state": "CA",
"shipping_address_postalcode": "25159",
"shipping_address_country": "USA",
"parent_id": "",
"sic_code": "",
"duns_num": "",
"parent_name": "",
"member_of": {
"name": "",
"id": "",
"_acl": {
"fields": [],
"_hash": "654d337e0e912edaa00dbb0fb3dc3c17"
}
},
"campaign_id": "",
"campaign_name": "", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Unfavorite_a_Record/index.html |
d08122c5a06e-10 | "campaign_id": "",
"campaign_name": "",
"campaign_accounts": {
"name": "",
"id": "",
"_acl": {
"fields": [],
"_hash": "654d337e0e912edaa00dbb0fb3dc3c17"
}
},
"following": true,
"my_favorite": false,
"tag": [],
"assigned_user_id": "seed_sarah_id",
"assigned_user_name": "Sarah Smith",
"assigned_user_link": {
"full_name": "Sarah Smith",
"id": "seed_sarah_id",
"_acl": {
"fields": [], | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Unfavorite_a_Record/index.html |
d08122c5a06e-11 | "_acl": {
"fields": [],
"_hash": "654d337e0e912edaa00dbb0fb3dc3c17"
}
},
"team_count": "",
"team_count_link": {
"team_count": "",
"id": "West",
"_acl": {
"fields": [],
"_hash": "654d337e0e912edaa00dbb0fb3dc3c17"
}
},
"team_name": [{
"id": "East",
"name": "East",
"name_2": "",
"primary": false
}, {
"id": 1,
"name": "Global",
"name_2": "", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Unfavorite_a_Record/index.html |
d08122c5a06e-12 | "name": "Global",
"name_2": "",
"primary": false
}, {
"id": "West",
"name": "West",
"name_2": "",
"primary": true
}],
"email": [{
"email_address": "[email protected]",
"invalid_email": false,
"opt_out": false,
"primary_address": true,
"reply_to_address": false
}, {
"email_address": "[email protected]",
"invalid_email": false,
"opt_out": false,
"primary_address": false,
"reply_to_address": false
}], | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Unfavorite_a_Record/index.html |
d08122c5a06e-13 | "reply_to_address": false
}],
"email1": "[email protected]",
"email2": "[email protected]",
"invalid_email": false,
"email_opt_out": false,
"email_addresses_non_primary": "",
"_acl": {
"fields": {}
},
"_module": "Accounts"
}
Download
You can download the full API example here.
Last modified: 2023-02-03 21:09:36 | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Unfavorite_a_Record/index.html |
ec98127e489e-0 | How to Follow a Record
Overview
A PHP example demonstrating how to follow a record using the v11 /<module>/:record/subscribe REST POST endpoint.
Following a Record
Authenticating
First, you will need to authenticate to the Sugar API. An example is shown below:
<?php
$instance_url = "http://{site_url}/rest/v11";
$username = "admin";
$password = "password";
//Login - POST /oauth2/token
$auth_url = $instance_url . "/oauth2/token";
$oauth2_token_arguments = array(
"grant_type" => "password",
//client id - default is sugar.
//It is recommended to create your own in Admin > OAuth Keys
"client_id" => "sugar", | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Follow_a_Record/index.html |
ec98127e489e-1 | "client_id" => "sugar",
"client_secret" => "",
"username" => $username,
"password" => $password,
//platform type - default is base.
//It is recommend to change the platform to a custom name such as "custom_api" to avoid authentication conflicts.
"platform" => "custom_api"
);
$auth_request = curl_init($auth_url);
curl_setopt($auth_request, CURLOPT_HTTP_VERSION, CURL_HTTP_VERSION_1_0);
curl_setopt($auth_request, CURLOPT_HEADER, false);
curl_setopt($auth_request, CURLOPT_SSL_VERIFYPEER, 0); | https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Web_Services/REST_API/PHP/How_to_Follow_a_Record/index.html |
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