Trendsic Platform Service

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SmartsheetsTransferRequest

Requires Authentication
Requires any of the roles:Agent, Administrator
The following routes are available for this service:
POST,OPTIONS/v1/Smartsheets/TransferLines
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 QueueDefault() = 
        member val LocationId:Guid = new Guid() with get,set
        member val Services:ResizeArray<Guid> = new ResizeArray<Guid>() with get,set

    [<AllowNullLiteral>]
    type Agent() = 
        member val AgentId:Int32 = new Int32() with get,set
        member val Company:String = null with get,set
        member val AgentName:String = null with get,set
        member val FirstName:String = null with get,set
        member val LastName:String = null with get,set
        member val MiddleInitial:String = null with get,set
        member val Address1:String = null with get,set
        member val Address2:String = null with get,set
        member val City:String = null with get,set
        member val State:String = null with get,set
        member val Zip:String = null with get,set
        member val Country:String = null with get,set
        member val Email:String = null with get,set
        member val EmailSignature:String = null with get,set
        member val HomePhone:String = null with get,set
        member val CellPhone:String = null with get,set
        member val WorkPhone:String = null with get,set
        member val InsLicensed:Boolean = new Boolean() with get,set
        member val AgreeToDisclosures:Boolean = new Boolean() with get,set
        member val AgreeToDate:Nullable<DateTime> = new Nullable<DateTime>() with get,set
        member val PaidDate:Nullable<DateTime> = new Nullable<DateTime>() with get,set
        member val AgentNumber:String = null with get,set
        member val ReferringAgent:String = null with get,set
        member val PlacementAgent:String = null with get,set
        member val CreatedDate:Nullable<DateTime> = new Nullable<DateTime>() with get,set
        member val UserId:Guid = new Guid() with get,set
        member val IsAgent:Boolean = new Boolean() with get,set
        member val Package:String = null with get,set
        member val StoreName:String = null with get,set
        member val Notes:String = null with get,set
        member val Upline1:Nullable<Int32> = new Nullable<Int32>() with get,set
        member val Upline2:Nullable<Int32> = new Nullable<Int32>() with get,set
        member val Upline3:Nullable<Int32> = new Nullable<Int32>() with get,set
        member val Upline4:Nullable<Int32> = new Nullable<Int32>() with get,set
        member val MVPID:Nullable<Int32> = new Nullable<Int32>() with get,set
        member val AVPID:Nullable<Int32> = new Nullable<Int32>() with get,set
        member val RVPID:Nullable<Int32> = new Nullable<Int32>() with get,set
        member val AgentLevel:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val IsMVP:Boolean = new Boolean() with get,set
        member val IsRVP:Boolean = new Boolean() with get,set
        member val IsAVP:Boolean = new Boolean() with get,set
        member val IsAdmin:Boolean = new Boolean() with get,set
        member val IsBusinessCardAdmin:Boolean = new Boolean() with get,set
        member val TeamName:String = null with get,set
        member val LocationId:Guid = new Guid() with get,set
        member val CalendarId:Guid = new Guid() with get,set
        member val Rank:String = null with get,set
        member val NBC:Boolean = new Boolean() with get,set
        member val Upline1Percent:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val Upline2Percent:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val Upline3Percent:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val Upline4Percent:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val AgentStatus:String = null with get,set
        member val Office:String = null with get,set
        member val DOB:Nullable<DateTime> = new Nullable<DateTime>() with get,set
        member val SSN:String = null with get,set
        member val Fax:String = null with get,set
        member val BusinessEmail:String = null with get,set
        member val ModifiedDate:Nullable<DateTime> = new Nullable<DateTime>() with get,set
        member val ModifiedBy:String = null with get,set
        member val TimeZone:String = null with get,set
        member val LeaderLocked:Boolean = new Boolean() with get,set
        member val LastSubmittedBusinessDate:DateTime = new DateTime() with get,set
        member val GracePeriodDate:DateTime = new DateTime() with get,set
        member val Vested:Boolean = new Boolean() with get,set
        member val DirectPay:DateTime = new DateTime() with get,set
        member val DirectPayApprBy:String = null with get,set
        member val FactFinderBilling:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val FullName:String = null with get,set
        member val ByLastName:String = null with get,set
        member val IsSecurityLicensed:Boolean = new Boolean() with get,set
        member val IsEncompassAdmin:Boolean = new Boolean() with get,set
        member val ApiKey:Guid = new Guid() with get,set
        member val LastSessionId:String = null with get,set
        member val LastLogin:Nullable<DateTime> = new Nullable<DateTime>() with get,set
        member val MfaActive:Boolean = new Boolean() with get,set
        member val RequireMFA:Boolean = new Boolean() with get,set
        member val SMSPhoneNumber:String = null with get,set
        member val VerifiedEmailStatus:Boolean = new Boolean() with get,set
        member val VerifiedCellPhoneStatus:Boolean = new Boolean() with get,set
        member val SchedulerUrl:String = null with get,set
        member val QueueDefaults:QueueDefault = null with get,set
        member val Roles:ResizeArray<String> = new ResizeArray<String>() with get,set
        member val PasswordUpdated:Boolean = new Boolean() with get,set
        member val RestrictToSingleSession:Boolean = new Boolean() with get,set

    [<AllowNullLiteral>]
    type SmartsheetRecord() = 
        member val ID:Int32 = new Int32() with get,set
        member val TableName:String = null with get,set
        member val PolicyAssociateId:Guid = new Guid() with get,set
        member val AgentName:String = null with get,set
        member val ClientName:String = null with get,set
        member val PolicyNumber:String = null with get,set
        member val TransactionId:String = null with get,set
        member val type:String = null with get,set

    [<AllowNullLiteral>]
    type SmartsheetsTransferRequest() = 
        member val agent:Agent = null with get,set
        member val lines:ResizeArray<SmartsheetRecord> = new ResizeArray<SmartsheetRecord>() with get,set

F# SmartsheetsTransferRequest DTOs

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

HTTP + JSV

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

POST /v1/Smartsheets/TransferLines HTTP/1.1 
Host: api.dev.dynamics.trendsic.com 
Accept: text/jsv
Content-Type: text/jsv
Content-Length: length

{
	agent: 
	{
		AgentId: 0,
		Company: String,
		AgentName: String,
		FirstName: String,
		LastName: String,
		MiddleInitial: String,
		Address1: String,
		Address2: String,
		City: String,
		State: String,
		Zip: String,
		Country: String,
		Email: String,
		EmailSignature: String,
		HomePhone: String,
		CellPhone: String,
		WorkPhone: String,
		InsLicensed: False,
		AgreeToDisclosures: False,
		AgreeToDate: 0001-01-01,
		PaidDate: 0001-01-01,
		AgentNumber: String,
		ReferringAgent: String,
		PlacementAgent: String,
		CreatedDate: 0001-01-01,
		UserId: 00000000000000000000000000000000,
		IsAgent: False,
		Package: String,
		StoreName: String,
		Notes: String,
		Upline1: 0,
		Upline2: 0,
		Upline3: 0,
		Upline4: 0,
		MVPID: 0,
		AVPID: 0,
		RVPID: 0,
		AgentLevel: 0,
		IsMVP: False,
		IsRVP: False,
		IsAVP: False,
		IsAdmin: False,
		IsBusinessCardAdmin: False,
		TeamName: String,
		LocationId: 00000000000000000000000000000000,
		CalendarId: 00000000000000000000000000000000,
		Rank: String,
		NBC: False,
		Upline1Percent: 0,
		Upline2Percent: 0,
		Upline3Percent: 0,
		Upline4Percent: 0,
		AgentStatus: String,
		Office: String,
		DOB: 0001-01-01,
		SSN: String,
		Fax: String,
		BusinessEmail: String,
		ModifiedDate: 0001-01-01,
		ModifiedBy: String,
		TimeZone: String,
		LeaderLocked: False,
		LastSubmittedBusinessDate: 0001-01-01,
		GracePeriodDate: 0001-01-01,
		Vested: False,
		DirectPay: 0001-01-01,
		DirectPayApprBy: String,
		FactFinderBilling: 0,
		FullName: String,
		ByLastName: String,
		IsSecurityLicensed: False,
		IsEncompassAdmin: False,
		ApiKey: 00000000000000000000000000000000,
		LastSessionId: String,
		LastLogin: 0001-01-01,
		MfaActive: False,
		RequireMFA: False,
		SMSPhoneNumber: String,
		VerifiedEmailStatus: False,
		VerifiedCellPhoneStatus: False,
		SchedulerUrl: String,
		QueueDefaults: 
		{
			LocationId: 00000000000000000000000000000000,
			Services: 
			[
				00000000000000000000000000000000
			]
		},
		Roles: 
		[
			String
		],
		PasswordUpdated: False,
		RestrictToSingleSession: False
	},
	lines: 
	[
		{
			ID: 0,
			TableName: String,
			PolicyAssociateId: 00000000000000000000000000000000,
			AgentName: String,
			ClientName: String,
			PolicyNumber: String,
			TransactionId: String,
			type: String
		}
	]
}