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InsQuoteService:getQuoteVersions

InsQuoteService:getQuoteVersions

使用此服務可根據報價的「機會識別碼」以取得不同版本的報價,然後根據 Quote 欄位集 QuoteCompareHeader 傳回報價清單。

備註
備註

來賓使用者不支援此服務。

如果來賓使用者嘗試執行使用此服務的 OmniScript 或整合程序或 UI 函數,則該服務將無法執行,且來賓使用者會看到錯誤訊息。

類別:InsQuoteService

方法:getQuoteVersions

運作方式

  1. 服務會收到輸入的 quoteId。

  2. 服務會查詢共用相同機會識別碼的其他報價。

  3. 服務會傳回報價清單。

遠端選項

選項

描述

quoteId

報價的識別碼,用於取用其他版本

activeQuotesOnly

選擇性

預設為 false。若為 true,則會將其他條件新增至報價查詢,以僅提取目前啟用的報價 (例如,報價的「有效日期」與「結束日期」之間的目前日期)。

includeFieldInfo

選擇性

預設為 true。如果為 true,則包含 UI 使用的報價欄位資訊。

輸入 JSON

請參閱下列輸入 JSON 範例。

{
  "quoteId":"0Q06g0000009YA3CAM"
}

輸出 JSON

請參閱下列輸出 JSON 範例。

{
  "fieldInfo": {
    "instest10__EndDate__c": {
      "isUpdateable": true,
      "isCreatable": true,
      "isRequired": false,
      "fieldType": "DATE",
      "fieldLabel": "End Date",
      "fieldName": "instest10__EndDate__c"
    },
    "instest10__EffectiveDate__c": {
      "isUpdateable": true,
      "isCreatable": true,
      "isRequired": false,
      "fieldType": "DATE",
      "fieldLabel": "Effective Date",
      "fieldName": "instest10__EffectiveDate__c"
    },
    "instest10__Type__c": {
      "options": [
        {
          "Id": "New Business",
          "Name": "New Business"
        },
        {
          "Id": "Endorsement",
          "Name": "Endorsement"
        }
      ],
      "isUpdateable": true,
      "isCreatable": true,
      "isRequired": false,
      "fieldType": "PICKLIST",
      "fieldLabel": "Type",
      "fieldName": "instest10__Type__c"
    },
    "Name": {
      "isUpdateable": true,
      "isCreatable": true,
      "isRequired": false,
      "fieldType": "STRING",
      "fieldLabel": "Quote Name",
      "fieldName": "Name"
    },
    "Id": {
      "isUpdateable": false,
      "isCreatable": false,
      "isRequired": false,
      "fieldType": "ID",
      "fieldLabel": "Quote ID",
      "fieldName": "Id"
    },
    "Status": {
      "options": [
        {
          "Id": "Draft",
          "Name": "Draft"
        },
        {
          "Id": "Needs Review",
          "Name": "Needs Review"
        },
        {
          "Id": "In Review",
          "Name": "In Review"
        },
        {
          "Id": "Approved",
          "Name": "Approved"
        },
        {
          "Id": "Rejected",
          "Name": "Rejected"
        },
        {
          "Id": "Presented",
          "Name": "Presented"
        },
        {
          "Id": "Accepted",
          "Name": "Accepted"
        },
        {
          "Id": "Denied",
          "Name": "Denied"
        },
        {
          "Id": "Issued",
          "Name": "Issued"
        }
      ],
      "isUpdateable": true,
      "isCreatable": true,
      "isRequired": false,
      "fieldType": "PICKLIST",
      "fieldLabel": "Status",
      "fieldName": "Status"
    },
    "CreatedDate": {
      "isUpdateable": false,
      "isCreatable": false,
      "isRequired": false,
      "fieldType": "DATETIME",
      "fieldLabel": "Created Date",
      "fieldName": "CreatedDate"
    },
    "instest10__RootItemTotal__c": {
      "isUpdateable": false,
      "isCreatable": false,
      "isRequired": false,
      "fieldType": "CURRENCY",
      "fieldLabel": "Total Price",
      "fieldName": "instest10__RootItemTotal__c"
    }
  },
  "quotesToCompare": [
    {
      "attributes": {
        "type": "Quote",
        "url": "/services/data/v48.0/sobjects/Quote/0Q06g0000009yAWCAY"
      },
      "instest10__RootItemTotal__c": 2740,
      "CreatedDate": "2020-04-01T20:35:57.000+0000",
      "Status": "Draft",
      "Id": "0Q06g0000009yAWCAY",
      "Name": "Alan6 Auto Quote New Version",
      "instest10__Type__c": "New Business",
      "instest10__EffectiveDate__c": "2020-05-01",
      "instest10__EndDate__c": "2021-04-30"
    },
    {
      "attributes": {
        "type": "Quote",
        "url": "/services/data/v48.0/sobjects/Quote/0Q06g0000009yAHCAY"
      },
      "instest10__RootItemTotal__c": 1575,
      "CreatedDate": "2020-04-01T18:53:26.000+0000",
      "Status": "Issued",
      "Id": "0Q06g0000009yAHCAY",
      "Name": "Alan6 Auto Quote",
      "instest10__Type__c": "New Business",
      "instest10__EffectiveDate__c": "2020-04-01",
      "instest10__EndDate__c": "2021-03-31"
    }
  ],
  "errorCode": "INVOKE-200",
  "error": "OK"
}

結果描述

fieldInfo 報價中欄位的相關資訊

quotesToCompare 要比較的報價清單

 
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