Trendsic Platform Service

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SmartsheetsRequest

Requires Authentication
Requires any of the roles:Worker, Agent, Administrator
The following routes are available for this service:
GET/v1/Smartsheets/{AgentID}
GET/v1/Smartsheets
GET/v1/Smartsheets/{AgentID}/{SheetType}
namespace CRM.AgencyPlatform.API.Internal

open System
open System.IO
open System.Collections
open System.Collections.Generic
open System.Runtime.Serialization
open ServiceStack
open ServiceStack.DataAnnotations

    [<AllowNullLiteral>]
    type Attachment() = 
        member val AttachmentId:Guid = new Guid() with get,set
        member val TableName:String = null with get,set
        member val FieldName:String = null with get,set
        member val RecordId:Int32 = new Int32() with get,set
        member val AttachmentName:String = null with get,set
        member val MimeType:String = null with get,set
        member val AttachmentData:Byte[] = [||] with get,set
        member val FileSizeInKB:Double = new Double() with get,set
        member val CreatedDate:DateTime = new DateTime() with get,set
        member val CreatedBy:String = null with get,set
        member val NeedsOCR:Boolean = new Boolean() with get,set
        member val OCRDate:DateTime = new DateTime() with get,set
        member val IsSecurities:Boolean = new Boolean() with get,set
        member val AWSKey:String = null with get,set
        member val PresignedUrl:String = null with get,set

    [<AllowNullLiteral>]
    type Reminder() = 
        member val ReminderId:Guid = new Guid() with get,set
        member val TableName:String = null with get,set
        member val FieldName:String = null with get,set
        member val RecordId:Int32 = new Int32() with get,set
        member val ReminderDate:DateTime = new DateTime() with get,set
        member val ReminderNote:String = null with get,set
        member val CreatedDate:DateTime = new DateTime() with get,set
        member val CreatedBy:String = null with get,set
        member val CompletedDate:DateTime = new DateTime() with get,set

    [<AllowNullLiteral>]
    type SmartsheetsLife() = 
        member val ID:Int32 = new Int32() with get,set
        member val FirstName:String = null with get,set
        member val LastName:String = null with get,set
        member val PolicyNumber:String = null with get,set
        member val PolicyType:String = null with get,set
        member val CPT:String = null with get,set
        member val AppDate:String = null with get,set
        member val AgentName:String = null with get,set
        member val AgentID:Nullable<Int32> = new Nullable<Int32>() with get,set
        member val Phase:String = null with get,set
        member val Notes:String = null with get,set
        member val TransferAmount:String = null with get,set
        member val AccountNumber:String = null with get,set
        member val Deleted:Boolean = new Boolean() with get,set
        member val ModifiedBy:String = null with get,set
        member val Flagged:Boolean = new Boolean() with get,set
        member val TransactionId:String = null with get,set
        member val FaceValue:String = null with get,set
        member val HasChange:Boolean = new Boolean() with get,set
        member val HasConversation:Boolean = new Boolean() with get,set
        member val HasAgentMsg:Boolean = new Boolean() with get,set
        member val HasAdminMsg:Boolean = new Boolean() with get,set
        member val Attachment:ResizeArray<Attachment> = new ResizeArray<Attachment>() with get,set
        member val Reminder:ResizeArray<Reminder> = new ResizeArray<Reminder>() with get,set
        member val Agents:String = null with get,set
        member val HasOCR:Boolean = new Boolean() with get,set
        member val PolicyAssociateId:Guid = new Guid() with get,set
        member val HasRequiredDocuments:Boolean = new Boolean() with get,set
        member val Phone:String = null with get,set
        member val EmailAddress:String = null with get,set
        member val ApprovedDate:String = null with get,set
        member val ApprovedBy:String = null with get,set

    [<AllowNullLiteral>]
    type SmartsheetsFlow() = 
        member val ID:Int32 = new Int32() with get,set
        member val FirstName:String = null with get,set
        member val LastName:String = null with get,set
        member val PolicyNumber:String = null with get,set
        member val PolicyType:String = null with get,set
        member val AppDate:String = null with get,set
        member val AgentName:String = null with get,set
        member val AgentID:Nullable<Int32> = new Nullable<Int32>() with get,set
        member val SRAStartDate:String = null with get,set
        member val Phase:String = null with get,set
        member val ModalPremium:String = null with get,set
        member val Frequency:String = null with get,set
        member val AnnualPremium:String = null with get,set
        member val District:String = null with get,set
        member val SS:String = null with get,set
        member val Carrier:String = null with get,set
        member val Notes:String = null with get,set
        member val TPA:String = null with get,set
        member val Flagged:Boolean = new Boolean() with get,set
        member val Deleted:Boolean = new Boolean() with get,set
        member val ModifiedBy:String = null with get,set
        member val TransactionId:String = null with get,set
        member val HasChange:Boolean = new Boolean() with get,set
        member val HasConversation:Boolean = new Boolean() with get,set
        member val HasAgentMsg:Boolean = new Boolean() with get,set
        member val HasAdminMsg:Boolean = new Boolean() with get,set
        member val Attachment:ResizeArray<Attachment> = new ResizeArray<Attachment>() with get,set
        member val Reminder:ResizeArray<Reminder> = new ResizeArray<Reminder>() with get,set
        member val Agents:String = null with get,set
        member val HasOCR:Boolean = new Boolean() with get,set
        member val PolicyAssociateId:Guid = new Guid() with get,set
        member val HasRequiredDocuments:Boolean = new Boolean() with get,set
        member val Phone:String = null with get,set
        member val EmailAddress:String = null with get,set
        member val ApprovedDate:String = null with get,set
        member val ApprovedBy:String = null with get,set

    [<AllowNullLiteral>]
    type SmartsheetsTransfer() = 
        member val ID:Int32 = new Int32() with get,set
        member val Flagged:Boolean = new Boolean() with get,set
        member val Phase:String = null with get,set
        member val FirstName:String = null with get,set
        member val LastName:String = null with get,set
        member val PolicyNumber:String = null with get,set
        member val PolicyType:String = null with get,set
        member val AppDate:String = null with get,set
        member val AgentName:String = null with get,set
        member val AgentID:Nullable<Int32> = new Nullable<Int32>() with get,set
        member val RegionalOffice:String = null with get,set
        member val TransferAmount:String = null with get,set
        member val TransferringCompany:String = null with get,set
        member val AccountNumber:String = null with get,set
        member val SS:String = null with get,set
        member val Notes:String = null with get,set
        member val Deleted:Boolean = new Boolean() with get,set
        member val ModifiedBy:String = null with get,set
        member val TransactionId:String = null with get,set
        member val HasChange:Boolean = new Boolean() with get,set
        member val HasConversation:Boolean = new Boolean() with get,set
        member val HasAgentMsg:Boolean = new Boolean() with get,set
        member val HasAdminMsg:Boolean = new Boolean() with get,set
        member val Attachment:ResizeArray<Attachment> = new ResizeArray<Attachment>() with get,set
        member val Reminder:ResizeArray<Reminder> = new ResizeArray<Reminder>() with get,set
        member val Agents:String = null with get,set
        member val HasOCR:Boolean = new Boolean() with get,set
        member val PolicyAssociateId:Guid = new Guid() with get,set
        member val HasRequiredDocuments:Boolean = new Boolean() with get,set
        member val Phone:String = null with get,set
        member val EmailAddress:String = null with get,set
        member val ApprovedDate:String = null with get,set
        member val ApprovedBy:String = null with get,set

    [<AllowNullLiteral>]
    type SmartsheetsIssuedClosed() = 
        member val Type:String = null with get,set
        member val ID:Int32 = new Int32() with get,set
        member val Flagged:Boolean = new Boolean() with get,set
        member val Phase:String = null with get,set
        member val FirstName:String = null with get,set
        member val LastName:String = null with get,set
        member val PolicyNumber:String = null with get,set
        member val AgentName:String = null with get,set
        member val Notes:String = null with get,set
        member val Deleted:Boolean = new Boolean() with get,set
        member val ModifiedBy:String = null with get,set
        member val HasChange:Boolean = new Boolean() with get,set
        member val HasConversation:Boolean = new Boolean() with get,set
        member val HasAgentMsg:Boolean = new Boolean() with get,set
        member val HasAdminMsg:Boolean = new Boolean() with get,set
        member val Attachment:ResizeArray<Attachment> = new ResizeArray<Attachment>() with get,set
        member val Reminder:ResizeArray<Reminder> = new ResizeArray<Reminder>() with get,set
        member val HasOCR:Boolean = new Boolean() with get,set
        member val AppDate:String = null with get,set
        member val TransactionId:String = null with get,set

    [<AllowNullLiteral>]
    type SmartsheetsResponse() = 
        member val ResponseStatus:ResponseStatus = null with get,set
        member val Life:ResizeArray<SmartsheetsLife> = new ResizeArray<SmartsheetsLife>() with get,set
        member val Flow:ResizeArray<SmartsheetsFlow> = new ResizeArray<SmartsheetsFlow>() with get,set
        member val Transfer:ResizeArray<SmartsheetsTransfer> = new ResizeArray<SmartsheetsTransfer>() with get,set
        member val IssuedClosed:ResizeArray<SmartsheetsIssuedClosed> = new ResizeArray<SmartsheetsIssuedClosed>() with get,set

    [<AllowNullLiteral>]
    type SmartsheetsRequest() = 
        member val AgentID:Int32 = new Int32() with get,set
        member val SheetType:String = null with get,set

F# SmartsheetsRequest DTOs

To override the Content-type in your clients, use the HTTP Accept Header, append the .other suffix or ?format=other

HTTP + OTHER

The following are sample HTTP requests and responses. The placeholders shown need to be replaced with actual values.

GET /v1/Smartsheets/{AgentID} HTTP/1.1 
Host: api.dev.dynamics.trendsic.com 
Accept: text/jsonl

HTTP/1.1 200 OK
Content-Type: text/jsonl
Content-Length: length

{"ResponseStatus":{"ErrorCode":"String","Message":"String","StackTrace":"String","Errors":[{"ErrorCode":"String","FieldName":"String","Message":"String","Meta":{"String":"String"}}],"Meta":{"String":"String"}},"Life":[{"ID":0,"FirstName":"String","LastName":"String","PolicyNumber":"String","PolicyType":"String","CPT":"String","AppDate":"String","AgentName":"String","AgentID":0,"Phase":"String","Notes":"String","TransferAmount":"String","AccountNumber":"String","Deleted":false,"ModifiedBy":"String","Flagged":false,"TransactionId":"String","FaceValue":"String","HasChange":false,"HasConversation":false,"HasAgentMsg":false,"HasAdminMsg":false,"Attachment":[{"AttachmentId":"00000000000000000000000000000000","TableName":"String","FieldName":"String","RecordId":0,"AttachmentName":"String","MimeType":"String","AttachmentData":"AA==","FileSizeInKB":0,"CreatedDate":"0001-01-01T00:00:00.0000000","CreatedBy":"String","NeedsOCR":false,"OCRDate":"0001-01-01T00:00:00.0000000","IsSecurities":false,"AWSKey":"String","PresignedUrl":"String"}],"Reminder":[{"ReminderId":"00000000000000000000000000000000","TableName":"String","FieldName":"String","RecordId":0,"ReminderDate":"0001-01-01T00:00:00.0000000","ReminderNote":"String","CreatedDate":"0001-01-01T00:00:00.0000000","CreatedBy":"String","CompletedDate":"0001-01-01T00:00:00.0000000"}],"Agents":"String","HasOCR":false,"PolicyAssociateId":"00000000000000000000000000000000","HasRequiredDocuments":false,"Phone":"String","EmailAddress":"String","ApprovedDate":"String","ApprovedBy":"String"}],"Flow":[{"ID":0,"FirstName":"String","LastName":"String","PolicyNumber":"String","PolicyType":"String","AppDate":"String","AgentName":"String","AgentID":0,"SRAStartDate":"String","Phase":"String","ModalPremium":"String","Frequency":"String","AnnualPremium":"String","District":"String","SS":"String","Carrier":"String","Notes":"String","TPA":"String","Flagged":false,"Deleted":false,"ModifiedBy":"String","TransactionId":"String","HasChange":false,"HasConversation":false,"HasAgentMsg":false,"HasAdminMsg":false,"Attachment":[{"AttachmentId":"00000000000000000000000000000000","TableName":"String","FieldName":"String","RecordId":0,"AttachmentName":"String","MimeType":"String","AttachmentData":"AA==","FileSizeInKB":0,"CreatedDate":"0001-01-01T00:00:00.0000000","CreatedBy":"String","NeedsOCR":false,"OCRDate":"0001-01-01T00:00:00.0000000","IsSecurities":false,"AWSKey":"String","PresignedUrl":"String"}],"Reminder":[{"ReminderId":"00000000000000000000000000000000","TableName":"String","FieldName":"String","RecordId":0,"ReminderDate":"0001-01-01T00:00:00.0000000","ReminderNote":"String","CreatedDate":"0001-01-01T00:00:00.0000000","CreatedBy":"String","CompletedDate":"0001-01-01T00:00:00.0000000"}],"Agents":"String","HasOCR":false,"PolicyAssociateId":"00000000000000000000000000000000","HasRequiredDocuments":false,"Phone":"String","EmailAddress":"String","ApprovedDate":"String","ApprovedBy":"String"}],"Transfer":[{"ID":0,"Flagged":false,"Phase":"String","FirstName":"String","LastName":"String","PolicyNumber":"String","PolicyType":"String","AppDate":"String","AgentName":"String","AgentID":0,"RegionalOffice":"String","TransferAmount":"String","TransferringCompany":"String","AccountNumber":"String","SS":"String","Notes":"String","Deleted":false,"ModifiedBy":"String","TransactionId":"String","HasChange":false,"HasConversation":false,"HasAgentMsg":false,"HasAdminMsg":false,"Attachment":[{"AttachmentId":"00000000000000000000000000000000","TableName":"String","FieldName":"String","RecordId":0,"AttachmentName":"String","MimeType":"String","AttachmentData":"AA==","FileSizeInKB":0,"CreatedDate":"0001-01-01T00:00:00.0000000","CreatedBy":"String","NeedsOCR":false,"OCRDate":"0001-01-01T00:00:00.0000000","IsSecurities":false,"AWSKey":"String","PresignedUrl":"String"}],"Reminder":[{"ReminderId":"00000000000000000000000000000000","TableName":"String","FieldName":"String","RecordId":0,"ReminderDate":"0001-01-01T00:00:00.0000000","ReminderNote":"String","CreatedDate":"0001-01-01T00:00:00.0000000","CreatedBy":"String","CompletedDate":"0001-01-01T00:00:00.0000000"}],"Agents":"String","HasOCR":false,"PolicyAssociateId":"00000000000000000000000000000000","HasRequiredDocuments":false,"Phone":"String","EmailAddress":"String","ApprovedDate":"String","ApprovedBy":"String"}],"IssuedClosed":[{"Type":"String","ID":0,"Flagged":false,"Phase":"String","FirstName":"String","LastName":"String","PolicyNumber":"String","AgentName":"String","Notes":"String","Deleted":false,"ModifiedBy":"String","HasChange":false,"HasConversation":false,"HasAgentMsg":false,"HasAdminMsg":false,"Attachment":[{"AttachmentId":"00000000000000000000000000000000","TableName":"String","FieldName":"String","RecordId":0,"AttachmentName":"String","MimeType":"String","AttachmentData":"AA==","FileSizeInKB":0,"CreatedDate":"0001-01-01T00:00:00.0000000","CreatedBy":"String","NeedsOCR":false,"OCRDate":"0001-01-01T00:00:00.0000000","IsSecurities":false,"AWSKey":"String","PresignedUrl":"String"}],"Reminder":[{"ReminderId":"00000000000000000000000000000000","TableName":"String","FieldName":"String","RecordId":0,"ReminderDate":"0001-01-01T00:00:00.0000000","ReminderNote":"String","CreatedDate":"0001-01-01T00:00:00.0000000","CreatedBy":"String","CompletedDate":"0001-01-01T00:00:00.0000000"}],"HasOCR":false,"AppDate":"String","TransactionId":"String"}]}