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Sopra Steria - Get CRM Notes (API)
by Sopra Steria Ltd.
0
Snippet
<100
Summary
Summary
This snippet get notes using API's for an incident raised in CRM. It also fetches the attachment present in the CRM notes in Base64 string format.
Overview
Overview
The snippet includes one XAML file - Get_Notes. It takes as input the Authorized Tokens, URL end point, Incident ID and HTTP Timeout. It returns the output as notes table which can be used further in programs where notes and attachments are required for processing. Whenever notes are required from CRM, this XAML can be called.
The snippet is designed without hard coding and the code is dynamic, it requires only input parameters so that it can run without any issues.
The above design of XAML code was done to meet the requirements where different processes need to use notes present in CRM for an incident and use them in front end applications like Oracle.
This will achieve the objective of getting data from CRM using API's without doing any front end screen navigation.
Features
Features
This snippet helps to get notes from CRM using API's for an incident. It will also return the different attachments present in the CRM notes in Base64 string format and can be used as input in other applications. As all data is fetched using CRM API's, the execution time is very small and doesn't require any front end application navigations.
Additional Information
Additional Information
Dependencies
UiPath WebAPI & system activities
Code Language
Visual Basic
License & Privacy
Apache
Privacy Terms
Technical
Version
1.0.1Updated
April 14, 2021Works with
Studio: 20.10 - 22.10
Certification
Silver Certified
Support
Phone: 9899245732
Email: amit.agrawal@soprasteria.com
Monday to Friday 9:00 AM to 4:00 PM BST Response Time 1 day & Resolution time 5 days
Resources
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