| 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 .jsv suffix or ?format=jsv
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/jsv
HTTP/1.1 200 OK
Content-Type: text/jsv
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: 0001-01-01,
CreatedBy: String,
NeedsOCR: False,
OCRDate: 0001-01-01,
IsSecurities: False,
AWSKey: String,
PresignedUrl: String
}
],
Reminder:
[
{
ReminderId: 00000000000000000000000000000000,
TableName: String,
FieldName: String,
RecordId: 0,
ReminderDate: 0001-01-01,
ReminderNote: String,
CreatedDate: 0001-01-01,
CreatedBy: String,
CompletedDate: 0001-01-01
}
],
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: 0001-01-01,
CreatedBy: String,
NeedsOCR: False,
OCRDate: 0001-01-01,
IsSecurities: False,
AWSKey: String,
PresignedUrl: String
}
],
Reminder:
[
{
ReminderId: 00000000000000000000000000000000,
TableName: String,
FieldName: String,
RecordId: 0,
ReminderDate: 0001-01-01,
ReminderNote: String,
CreatedDate: 0001-01-01,
CreatedBy: String,
CompletedDate: 0001-01-01
}
],
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: 0001-01-01,
CreatedBy: String,
NeedsOCR: False,
OCRDate: 0001-01-01,
IsSecurities: False,
AWSKey: String,
PresignedUrl: String
}
],
Reminder:
[
{
ReminderId: 00000000000000000000000000000000,
TableName: String,
FieldName: String,
RecordId: 0,
ReminderDate: 0001-01-01,
ReminderNote: String,
CreatedDate: 0001-01-01,
CreatedBy: String,
CompletedDate: 0001-01-01
}
],
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: 0001-01-01,
CreatedBy: String,
NeedsOCR: False,
OCRDate: 0001-01-01,
IsSecurities: False,
AWSKey: String,
PresignedUrl: String
}
],
Reminder:
[
{
ReminderId: 00000000000000000000000000000000,
TableName: String,
FieldName: String,
RecordId: 0,
ReminderDate: 0001-01-01,
ReminderNote: String,
CreatedDate: 0001-01-01,
CreatedBy: String,
CompletedDate: 0001-01-01
}
],
HasOCR: False,
AppDate: String,
TransactionId: String
}
]
}