| Requires any of the roles: | Worker, Agent, Administrator |
| GET | /v1/Smartsheets/{AgentID} | ||
|---|---|---|---|
| GET | /v1/Smartsheets | ||
| GET | /v1/Smartsheets/{AgentID}/{SheetType} |
export class Attachment
{
public AttachmentId: string;
public TableName: string;
public FieldName: string;
public RecordId: number;
public AttachmentName: string;
public MimeType: string;
public AttachmentData: string = [];
public FileSizeInKB: number;
public CreatedDate: string;
public CreatedBy: string;
public NeedsOCR: boolean;
public OCRDate: string;
public IsSecurities: boolean;
public AWSKey: string;
public PresignedUrl: string;
public constructor(init?: Partial<Attachment>) { (Object as any).assign(this, init); }
}
export class Reminder
{
public ReminderId: string;
public TableName: string;
public FieldName: string;
public RecordId: number;
public ReminderDate: string;
public ReminderNote: string;
public CreatedDate: string;
public CreatedBy: string;
public CompletedDate: string;
public constructor(init?: Partial<Reminder>) { (Object as any).assign(this, init); }
}
export class SmartsheetsLife
{
public ID: number;
public FirstName: string;
public LastName: string;
public PolicyNumber: string;
public PolicyType: string;
public CPT: string;
public AppDate: string;
public AgentName: string;
public AgentID?: number;
public Phase: string;
public Notes: string;
public TransferAmount: string;
public AccountNumber: string;
public Deleted: boolean;
public ModifiedBy: string;
public Flagged: boolean;
public TransactionId: string;
public FaceValue: string;
public HasChange: boolean;
public HasConversation: boolean;
public HasAgentMsg: boolean;
public HasAdminMsg: boolean;
public Attachment: Attachment[] = [];
public Reminder: Reminder[] = [];
public Agents: string;
public HasOCR: boolean;
public PolicyAssociateId: string;
public HasRequiredDocuments: boolean;
public Phone: string;
public EmailAddress: string;
public ApprovedDate: string;
public ApprovedBy: string;
public constructor(init?: Partial<SmartsheetsLife>) { (Object as any).assign(this, init); }
}
export class SmartsheetsFlow
{
public ID: number;
public FirstName: string;
public LastName: string;
public PolicyNumber: string;
public PolicyType: string;
public AppDate: string;
public AgentName: string;
public AgentID?: number;
public SRAStartDate: string;
public Phase: string;
public ModalPremium: string;
public Frequency: string;
public AnnualPremium: string;
public District: string;
public SS: string;
public Carrier: string;
public Notes: string;
public TPA: string;
public Flagged: boolean;
public Deleted: boolean;
public ModifiedBy: string;
public TransactionId: string;
public HasChange: boolean;
public HasConversation: boolean;
public HasAgentMsg: boolean;
public HasAdminMsg: boolean;
public Attachment: Attachment[] = [];
public Reminder: Reminder[] = [];
public Agents: string;
public HasOCR: boolean;
public PolicyAssociateId: string;
public HasRequiredDocuments: boolean;
public Phone: string;
public EmailAddress: string;
public ApprovedDate: string;
public ApprovedBy: string;
public constructor(init?: Partial<SmartsheetsFlow>) { (Object as any).assign(this, init); }
}
export class SmartsheetsTransfer
{
public ID: number;
public Flagged: boolean;
public Phase: string;
public FirstName: string;
public LastName: string;
public PolicyNumber: string;
public PolicyType: string;
public AppDate: string;
public AgentName: string;
public AgentID?: number;
public RegionalOffice: string;
public TransferAmount: string;
public TransferringCompany: string;
public AccountNumber: string;
public SS: string;
public Notes: string;
public Deleted: boolean;
public ModifiedBy: string;
public TransactionId: string;
public HasChange: boolean;
public HasConversation: boolean;
public HasAgentMsg: boolean;
public HasAdminMsg: boolean;
public Attachment: Attachment[] = [];
public Reminder: Reminder[] = [];
public Agents: string;
public HasOCR: boolean;
public PolicyAssociateId: string;
public HasRequiredDocuments: boolean;
public Phone: string;
public EmailAddress: string;
public ApprovedDate: string;
public ApprovedBy: string;
public constructor(init?: Partial<SmartsheetsTransfer>) { (Object as any).assign(this, init); }
}
export class SmartsheetsIssuedClosed
{
public Type: string;
public ID: number;
public Flagged: boolean;
public Phase: string;
public FirstName: string;
public LastName: string;
public PolicyNumber: string;
public AgentName: string;
public Notes: string;
public Deleted: boolean;
public ModifiedBy: string;
public HasChange: boolean;
public HasConversation: boolean;
public HasAgentMsg: boolean;
public HasAdminMsg: boolean;
public Attachment: Attachment[] = [];
public Reminder: Reminder[] = [];
public HasOCR: boolean;
public AppDate: string;
public TransactionId: string;
public constructor(init?: Partial<SmartsheetsIssuedClosed>) { (Object as any).assign(this, init); }
}
export class SmartsheetsResponse
{
public ResponseStatus: ResponseStatus;
public Life: SmartsheetsLife[] = [];
public Flow: SmartsheetsFlow[] = [];
public Transfer: SmartsheetsTransfer[] = [];
public IssuedClosed: SmartsheetsIssuedClosed[] = [];
public constructor(init?: Partial<SmartsheetsResponse>) { (Object as any).assign(this, init); }
}
export class SmartsheetsRequest
{
public AgentID: number;
public SheetType: string;
public constructor(init?: Partial<SmartsheetsRequest>) { (Object as any).assign(this, init); }
}
TypeScript 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
}
]
}