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Problem with setting recordmanager when creating opportunities

Copper Contributor
Posts: 132
Country: Netherlands

Problem with setting recordmanager when creating opportunities

I'd like to set the opportunity recordmanager to, for instance, Betty Browser, while I'm using the API as user Chris Huffman.

How do I do this?

 

If I give the 'manager'  property (also tried the 'owner' property) like this below it's ignored and the record manager is 'Chris Huffman' (the user who is logged in into the API):

 

{
  "name": "TestvanuitPostmanRecmann",
  "actualCloseDate": "2018-04-10T12:49:20.582Z",
  "daysOpen": 4,
  "estimatedCloseDate": "2018-04-10T12:49:20.582Z",
  "isPrivate": true,
  "openDate": "2018-04-10T12:49:20.582Z",
  "probability": 0,
  "productTotal": 0,
  "status": "Open",
  "totalPerCompany": 0,
  "totalPerContact": 0,
  "totalPerGroup": 0,
  "weightedTotal": 0,
  "relatedEntitiesResolver": true,
  "created": "2018-04-10T12:49:20.582Z",
  "edited": "2018-04-10T12:49:20.582Z",
  "manager": "Betty Browser",
  "recordOwner": "Betty Browser"
}

 

How do we do this?

 

Greetings,

ACT Certified Consultants
TendenZ
the Netherlands
Employee
Posts: 66
Country: USA

Re: Problem with setting recordmanager when creating opportunities

These fields are read-only properties to the API and are set by Act!.  The API does not have the ability to override Act! internal properties.

 

"created": "",
"edited": "",
"manager": "",
"recordOwner": ""

 

Employee
Posts: 66
Country: USA

Re: Problem with setting recordmanager when creating opportunities

Adding a correction to my comment.  This is possible, but I need to make a change to the API.  I will add this to the API.

Employee
Posts: 66
Country: USA

Re: Problem with setting recordmanager when creating opportunities

Released API v1.0.279.0 that has the fix for this issue.

 

https://www.act.com/download/download-act!-premium-v20

 

RecordManager is a new property you can set to modify the manager of an entity.  On the Opportunity, there is a Manager property that has been deprecated, you can still use it to set the record manager, but when you get a change, please change it to this new property.