| Requires any of the roles: | Worker, Agent, Administrator |
| GET | /v1/Smartsheets/{AgentID} | ||
|---|---|---|---|
| GET | /v1/Smartsheets | ||
| GET | /v1/Smartsheets/{AgentID}/{SheetType} |
"use strict";
export class Attachment {
/** @param {{AttachmentId?:string,TableName?:string,FieldName?:string,RecordId?:number,AttachmentName?:string,MimeType?:string,AttachmentData?:string,FileSizeInKB?:number,CreatedDate?:string,CreatedBy?:string,NeedsOCR?:boolean,OCRDate?:string,IsSecurities?:boolean,AWSKey?:string,PresignedUrl?:string}} [init] */
constructor(init) { Object.assign(this, init) }
/** @type {string} */
AttachmentId;
/** @type {string} */
TableName;
/** @type {string} */
FieldName;
/** @type {number} */
RecordId;
/** @type {string} */
AttachmentName;
/** @type {string} */
MimeType;
/** @type {string} */
AttachmentData = [];
/** @type {number} */
FileSizeInKB;
/** @type {string} */
CreatedDate;
/** @type {string} */
CreatedBy;
/** @type {boolean} */
NeedsOCR;
/** @type {string} */
OCRDate;
/** @type {boolean} */
IsSecurities;
/** @type {string} */
AWSKey;
/** @type {string} */
PresignedUrl;
}
export class Reminder {
/** @param {{ReminderId?:string,TableName?:string,FieldName?:string,RecordId?:number,ReminderDate?:string,ReminderNote?:string,CreatedDate?:string,CreatedBy?:string,CompletedDate?:string}} [init] */
constructor(init) { Object.assign(this, init) }
/** @type {string} */
ReminderId;
/** @type {string} */
TableName;
/** @type {string} */
FieldName;
/** @type {number} */
RecordId;
/** @type {string} */
ReminderDate;
/** @type {string} */
ReminderNote;
/** @type {string} */
CreatedDate;
/** @type {string} */
CreatedBy;
/** @type {string} */
CompletedDate;
}
export class SmartsheetsLife {
/** @param {{ID?:number,FirstName?:string,LastName?:string,PolicyNumber?:string,PolicyType?:string,CPT?:string,AppDate?:string,AgentName?:string,AgentID?:number,Phase?:string,Notes?:string,TransferAmount?:string,AccountNumber?:string,Deleted?:boolean,ModifiedBy?:string,Flagged?:boolean,TransactionId?:string,FaceValue?:string,HasChange?:boolean,HasConversation?:boolean,HasAgentMsg?:boolean,HasAdminMsg?:boolean,Attachment?:Attachment[],Reminder?:Reminder[],Agents?:string,HasOCR?:boolean,PolicyAssociateId?:string,HasRequiredDocuments?:boolean,Phone?:string,EmailAddress?:string,ApprovedDate?:string,ApprovedBy?:string}} [init] */
constructor(init) { Object.assign(this, init) }
/** @type {number} */
ID;
/** @type {string} */
FirstName;
/** @type {string} */
LastName;
/** @type {string} */
PolicyNumber;
/** @type {string} */
PolicyType;
/** @type {string} */
CPT;
/** @type {string} */
AppDate;
/** @type {string} */
AgentName;
/** @type {?number} */
AgentID;
/** @type {string} */
Phase;
/** @type {string} */
Notes;
/** @type {string} */
TransferAmount;
/** @type {string} */
AccountNumber;
/** @type {boolean} */
Deleted;
/** @type {string} */
ModifiedBy;
/** @type {boolean} */
Flagged;
/** @type {string} */
TransactionId;
/** @type {string} */
FaceValue;
/** @type {boolean} */
HasChange;
/** @type {boolean} */
HasConversation;
/** @type {boolean} */
HasAgentMsg;
/** @type {boolean} */
HasAdminMsg;
/** @type {Attachment[]} */
Attachment = [];
/** @type {Reminder[]} */
Reminder = [];
/** @type {string} */
Agents;
/** @type {boolean} */
HasOCR;
/** @type {string} */
PolicyAssociateId;
/** @type {boolean} */
HasRequiredDocuments;
/** @type {string} */
Phone;
/** @type {string} */
EmailAddress;
/** @type {string} */
ApprovedDate;
/** @type {string} */
ApprovedBy;
}
export class SmartsheetsFlow {
/** @param {{ID?:number,FirstName?:string,LastName?:string,PolicyNumber?:string,PolicyType?:string,AppDate?:string,AgentName?:string,AgentID?:number,SRAStartDate?:string,Phase?:string,ModalPremium?:string,Frequency?:string,AnnualPremium?:string,District?:string,SS?:string,Carrier?:string,Notes?:string,TPA?:string,Flagged?:boolean,Deleted?:boolean,ModifiedBy?:string,TransactionId?:string,HasChange?:boolean,HasConversation?:boolean,HasAgentMsg?:boolean,HasAdminMsg?:boolean,Attachment?:Attachment[],Reminder?:Reminder[],Agents?:string,HasOCR?:boolean,PolicyAssociateId?:string,HasRequiredDocuments?:boolean,Phone?:string,EmailAddress?:string,ApprovedDate?:string,ApprovedBy?:string}} [init] */
constructor(init) { Object.assign(this, init) }
/** @type {number} */
ID;
/** @type {string} */
FirstName;
/** @type {string} */
LastName;
/** @type {string} */
PolicyNumber;
/** @type {string} */
PolicyType;
/** @type {string} */
AppDate;
/** @type {string} */
AgentName;
/** @type {?number} */
AgentID;
/** @type {string} */
SRAStartDate;
/** @type {string} */
Phase;
/** @type {string} */
ModalPremium;
/** @type {string} */
Frequency;
/** @type {string} */
AnnualPremium;
/** @type {string} */
District;
/** @type {string} */
SS;
/** @type {string} */
Carrier;
/** @type {string} */
Notes;
/** @type {string} */
TPA;
/** @type {boolean} */
Flagged;
/** @type {boolean} */
Deleted;
/** @type {string} */
ModifiedBy;
/** @type {string} */
TransactionId;
/** @type {boolean} */
HasChange;
/** @type {boolean} */
HasConversation;
/** @type {boolean} */
HasAgentMsg;
/** @type {boolean} */
HasAdminMsg;
/** @type {Attachment[]} */
Attachment = [];
/** @type {Reminder[]} */
Reminder = [];
/** @type {string} */
Agents;
/** @type {boolean} */
HasOCR;
/** @type {string} */
PolicyAssociateId;
/** @type {boolean} */
HasRequiredDocuments;
/** @type {string} */
Phone;
/** @type {string} */
EmailAddress;
/** @type {string} */
ApprovedDate;
/** @type {string} */
ApprovedBy;
}
export class SmartsheetsTransfer {
/** @param {{ID?:number,Flagged?:boolean,Phase?:string,FirstName?:string,LastName?:string,PolicyNumber?:string,PolicyType?:string,AppDate?:string,AgentName?:string,AgentID?:number,RegionalOffice?:string,TransferAmount?:string,TransferringCompany?:string,AccountNumber?:string,SS?:string,Notes?:string,Deleted?:boolean,ModifiedBy?:string,TransactionId?:string,HasChange?:boolean,HasConversation?:boolean,HasAgentMsg?:boolean,HasAdminMsg?:boolean,Attachment?:Attachment[],Reminder?:Reminder[],Agents?:string,HasOCR?:boolean,PolicyAssociateId?:string,HasRequiredDocuments?:boolean,Phone?:string,EmailAddress?:string,ApprovedDate?:string,ApprovedBy?:string}} [init] */
constructor(init) { Object.assign(this, init) }
/** @type {number} */
ID;
/** @type {boolean} */
Flagged;
/** @type {string} */
Phase;
/** @type {string} */
FirstName;
/** @type {string} */
LastName;
/** @type {string} */
PolicyNumber;
/** @type {string} */
PolicyType;
/** @type {string} */
AppDate;
/** @type {string} */
AgentName;
/** @type {?number} */
AgentID;
/** @type {string} */
RegionalOffice;
/** @type {string} */
TransferAmount;
/** @type {string} */
TransferringCompany;
/** @type {string} */
AccountNumber;
/** @type {string} */
SS;
/** @type {string} */
Notes;
/** @type {boolean} */
Deleted;
/** @type {string} */
ModifiedBy;
/** @type {string} */
TransactionId;
/** @type {boolean} */
HasChange;
/** @type {boolean} */
HasConversation;
/** @type {boolean} */
HasAgentMsg;
/** @type {boolean} */
HasAdminMsg;
/** @type {Attachment[]} */
Attachment = [];
/** @type {Reminder[]} */
Reminder = [];
/** @type {string} */
Agents;
/** @type {boolean} */
HasOCR;
/** @type {string} */
PolicyAssociateId;
/** @type {boolean} */
HasRequiredDocuments;
/** @type {string} */
Phone;
/** @type {string} */
EmailAddress;
/** @type {string} */
ApprovedDate;
/** @type {string} */
ApprovedBy;
}
export class SmartsheetsIssuedClosed {
/** @param {{Type?:string,ID?:number,Flagged?:boolean,Phase?:string,FirstName?:string,LastName?:string,PolicyNumber?:string,AgentName?:string,Notes?:string,Deleted?:boolean,ModifiedBy?:string,HasChange?:boolean,HasConversation?:boolean,HasAgentMsg?:boolean,HasAdminMsg?:boolean,Attachment?:Attachment[],Reminder?:Reminder[],HasOCR?:boolean,AppDate?:string,TransactionId?:string}} [init] */
constructor(init) { Object.assign(this, init) }
/** @type {string} */
Type;
/** @type {number} */
ID;
/** @type {boolean} */
Flagged;
/** @type {string} */
Phase;
/** @type {string} */
FirstName;
/** @type {string} */
LastName;
/** @type {string} */
PolicyNumber;
/** @type {string} */
AgentName;
/** @type {string} */
Notes;
/** @type {boolean} */
Deleted;
/** @type {string} */
ModifiedBy;
/** @type {boolean} */
HasChange;
/** @type {boolean} */
HasConversation;
/** @type {boolean} */
HasAgentMsg;
/** @type {boolean} */
HasAdminMsg;
/** @type {Attachment[]} */
Attachment = [];
/** @type {Reminder[]} */
Reminder = [];
/** @type {boolean} */
HasOCR;
/** @type {string} */
AppDate;
/** @type {string} */
TransactionId;
}
export class SmartsheetsResponse {
/** @param {{ResponseStatus?:ResponseStatus,Life?:SmartsheetsLife[],Flow?:SmartsheetsFlow[],Transfer?:SmartsheetsTransfer[],IssuedClosed?:SmartsheetsIssuedClosed[]}} [init] */
constructor(init) { Object.assign(this, init) }
/** @type {ResponseStatus} */
ResponseStatus;
/** @type {SmartsheetsLife[]} */
Life = [];
/** @type {SmartsheetsFlow[]} */
Flow = [];
/** @type {SmartsheetsTransfer[]} */
Transfer = [];
/** @type {SmartsheetsIssuedClosed[]} */
IssuedClosed = [];
}
export class SmartsheetsRequest {
/** @param {{AgentID?:number,SheetType?:string}} [init] */
constructor(init) { Object.assign(this, init) }
/** @type {number} */
AgentID;
/** @type {string} */
SheetType;
}
JavaScript SmartsheetsRequest DTOs
To override the Content-type in your clients, use the HTTP Accept Header, append the .other suffix or ?format=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"}]}