Adding Objects to Standard Resources

Data Addition Methods

Adding a Single Object

  • Description: Adds a single object to the specified resource using the add function.

  • Supported Resources: accounts, transactions, activities, contacts

  • Requirements:

    • account Field (Mandatory except for accounts): Supports UUID and InternalID in the references object.

    • type Field:

      • Mandatory for transactions and activities.

      • Optional for accounts and contacts; defaults to the resource’s default type if omitted.

      • Must contain either type id or type name (ID takes precedence if both are provided).

    • Optional Fields:

      • originAccount (transactions and activities only): Supports InternalID and UUID.

      • catalog (mandatory for accounts, activities, and transactions with multiple catalogs): Supports InternalID, UUID, and catalog Name.

    • Workflow Behavior: For objects with workflow transitions, the object is created in the "new" status, with the New>>{Next Transition Step} initialized.

  • Syntax:

    pepperi.app.<resource name>.add({
      type: { InternalID: <id>, Name: "<name>" },
      references: { account: { UUID: "<UUID>" } }, // Optional: originAccount, catalog
      object: { <field1>: <value1>, <field2>: <value2> }
    });
  • Example:

    pepperi.app.transactions.add({
      type: { InternalID: 1234, Name: "Sales Order" },
      references: { account: { UUID: "acc123e-74ac-4041-8bb1-a76a3b5e78d8" } },
      object: { GrandTotal: 567.5, TSASubject: "This Object was created with the client api" }
    });
  • Returns:

    {
      "success": true,
      "id": "6e2803cd-b656-4d4f-8d21-f7cee7167350",
      "status": "added",
      "message": ""
    }

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