Trendsic Platform Service

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 .xml suffix or ?format=xml

HTTP + XML

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: application/xml

HTTP/1.1 200 OK
Content-Type: application/xml
Content-Length: length

<SmartsheetsResponse xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/CRM.AgencyPlatform.API.Internal">
  <Flow>
    <SmartsheetsFlow>
      <AgentID>0</AgentID>
      <AgentName>String</AgentName>
      <Agents>String</Agents>
      <AnnualPremium>String</AnnualPremium>
      <AppDate>String</AppDate>
      <ApprovedBy>String</ApprovedBy>
      <ApprovedDate>String</ApprovedDate>
      <Attachment>
        <Attachment>
          <AWSKey>String</AWSKey>
          <AttachmentData>AA==</AttachmentData>
          <AttachmentId>00000000-0000-0000-0000-000000000000</AttachmentId>
          <AttachmentName>String</AttachmentName>
          <CreatedBy>String</CreatedBy>
          <CreatedDate>0001-01-01T00:00:00</CreatedDate>
          <FieldName>String</FieldName>
          <FileSizeInKB>0</FileSizeInKB>
          <IsSecurities>false</IsSecurities>
          <MimeType>String</MimeType>
          <NeedsOCR>false</NeedsOCR>
          <OCRDate>0001-01-01T00:00:00</OCRDate>
          <PresignedUrl>String</PresignedUrl>
          <RecordId>0</RecordId>
          <TableName>String</TableName>
        </Attachment>
      </Attachment>
      <Carrier>String</Carrier>
      <Deleted>false</Deleted>
      <District>String</District>
      <EmailAddress>String</EmailAddress>
      <FirstName>String</FirstName>
      <Flagged>false</Flagged>
      <Frequency>String</Frequency>
      <HasAdminMsg>false</HasAdminMsg>
      <HasAgentMsg>false</HasAgentMsg>
      <HasChange>false</HasChange>
      <HasConversation>false</HasConversation>
      <HasOCR>false</HasOCR>
      <HasRequiredDocuments>false</HasRequiredDocuments>
      <ID>0</ID>
      <LastName>String</LastName>
      <ModalPremium>String</ModalPremium>
      <ModifiedBy>String</ModifiedBy>
      <Notes>String</Notes>
      <Phase>String</Phase>
      <Phone>String</Phone>
      <PolicyAssociateId>00000000-0000-0000-0000-000000000000</PolicyAssociateId>
      <PolicyNumber>String</PolicyNumber>
      <PolicyType>String</PolicyType>
      <Reminder>
        <Reminder>
          <CompletedDate>0001-01-01T00:00:00</CompletedDate>
          <CreatedBy>String</CreatedBy>
          <CreatedDate>0001-01-01T00:00:00</CreatedDate>
          <FieldName>String</FieldName>
          <RecordId>0</RecordId>
          <ReminderDate>0001-01-01T00:00:00</ReminderDate>
          <ReminderId>00000000-0000-0000-0000-000000000000</ReminderId>
          <ReminderNote>String</ReminderNote>
          <TableName>String</TableName>
        </Reminder>
      </Reminder>
      <SRAStartDate>String</SRAStartDate>
      <SS>String</SS>
      <TPA>String</TPA>
      <TransactionId>String</TransactionId>
    </SmartsheetsFlow>
  </Flow>
  <IssuedClosed>
    <SmartsheetsIssuedClosed>
      <AgentName>String</AgentName>
      <AppDate>String</AppDate>
      <Attachment>
        <Attachment>
          <AWSKey>String</AWSKey>
          <AttachmentData>AA==</AttachmentData>
          <AttachmentId>00000000-0000-0000-0000-000000000000</AttachmentId>
          <AttachmentName>String</AttachmentName>
          <CreatedBy>String</CreatedBy>
          <CreatedDate>0001-01-01T00:00:00</CreatedDate>
          <FieldName>String</FieldName>
          <FileSizeInKB>0</FileSizeInKB>
          <IsSecurities>false</IsSecurities>
          <MimeType>String</MimeType>
          <NeedsOCR>false</NeedsOCR>
          <OCRDate>0001-01-01T00:00:00</OCRDate>
          <PresignedUrl>String</PresignedUrl>
          <RecordId>0</RecordId>
          <TableName>String</TableName>
        </Attachment>
      </Attachment>
      <Deleted>false</Deleted>
      <FirstName>String</FirstName>
      <Flagged>false</Flagged>
      <HasAdminMsg>false</HasAdminMsg>
      <HasAgentMsg>false</HasAgentMsg>
      <HasChange>false</HasChange>
      <HasConversation>false</HasConversation>
      <HasOCR>false</HasOCR>
      <ID>0</ID>
      <LastName>String</LastName>
      <ModifiedBy>String</ModifiedBy>
      <Notes>String</Notes>
      <Phase>String</Phase>
      <PolicyNumber>String</PolicyNumber>
      <Reminder>
        <Reminder>
          <CompletedDate>0001-01-01T00:00:00</CompletedDate>
          <CreatedBy>String</CreatedBy>
          <CreatedDate>0001-01-01T00:00:00</CreatedDate>
          <FieldName>String</FieldName>
          <RecordId>0</RecordId>
          <ReminderDate>0001-01-01T00:00:00</ReminderDate>
          <ReminderId>00000000-0000-0000-0000-000000000000</ReminderId>
          <ReminderNote>String</ReminderNote>
          <TableName>String</TableName>
        </Reminder>
      </Reminder>
      <TransactionId>String</TransactionId>
      <Type>String</Type>
    </SmartsheetsIssuedClosed>
  </IssuedClosed>
  <Life>
    <SmartsheetsLife>
      <AccountNumber>String</AccountNumber>
      <AgentID>0</AgentID>
      <AgentName>String</AgentName>
      <Agents>String</Agents>
      <AppDate>String</AppDate>
      <ApprovedBy>String</ApprovedBy>
      <ApprovedDate>String</ApprovedDate>
      <Attachment>
        <Attachment>
          <AWSKey>String</AWSKey>
          <AttachmentData>AA==</AttachmentData>
          <AttachmentId>00000000-0000-0000-0000-000000000000</AttachmentId>
          <AttachmentName>String</AttachmentName>
          <CreatedBy>String</CreatedBy>
          <CreatedDate>0001-01-01T00:00:00</CreatedDate>
          <FieldName>String</FieldName>
          <FileSizeInKB>0</FileSizeInKB>
          <IsSecurities>false</IsSecurities>
          <MimeType>String</MimeType>
          <NeedsOCR>false</NeedsOCR>
          <OCRDate>0001-01-01T00:00:00</OCRDate>
          <PresignedUrl>String</PresignedUrl>
          <RecordId>0</RecordId>
          <TableName>String</TableName>
        </Attachment>
      </Attachment>
      <CPT>String</CPT>
      <Deleted>false</Deleted>
      <EmailAddress>String</EmailAddress>
      <FaceValue>String</FaceValue>
      <FirstName>String</FirstName>
      <Flagged>false</Flagged>
      <HasAdminMsg>false</HasAdminMsg>
      <HasAgentMsg>false</HasAgentMsg>
      <HasChange>false</HasChange>
      <HasConversation>false</HasConversation>
      <HasOCR>false</HasOCR>
      <HasRequiredDocuments>false</HasRequiredDocuments>
      <ID>0</ID>
      <LastName>String</LastName>
      <ModifiedBy>String</ModifiedBy>
      <Notes>String</Notes>
      <Phase>String</Phase>
      <Phone>String</Phone>
      <PolicyAssociateId>00000000-0000-0000-0000-000000000000</PolicyAssociateId>
      <PolicyNumber>String</PolicyNumber>
      <PolicyType>String</PolicyType>
      <Reminder>
        <Reminder>
          <CompletedDate>0001-01-01T00:00:00</CompletedDate>
          <CreatedBy>String</CreatedBy>
          <CreatedDate>0001-01-01T00:00:00</CreatedDate>
          <FieldName>String</FieldName>
          <RecordId>0</RecordId>
          <ReminderDate>0001-01-01T00:00:00</ReminderDate>
          <ReminderId>00000000-0000-0000-0000-000000000000</ReminderId>
          <ReminderNote>String</ReminderNote>
          <TableName>String</TableName>
        </Reminder>
      </Reminder>
      <TransactionId>String</TransactionId>
      <TransferAmount>String</TransferAmount>
    </SmartsheetsLife>
  </Life>
  <ResponseStatus xmlns:d2p1="http://schemas.servicestack.net/types">
    <d2p1:ErrorCode>String</d2p1:ErrorCode>
    <d2p1:Message>String</d2p1:Message>
    <d2p1:StackTrace>String</d2p1:StackTrace>
    <d2p1:Errors>
      <d2p1:ResponseError>
        <d2p1:ErrorCode>String</d2p1:ErrorCode>
        <d2p1:FieldName>String</d2p1:FieldName>
        <d2p1:Message>String</d2p1:Message>
        <d2p1:Meta xmlns:d5p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
          <d5p1:KeyValueOfstringstring>
            <d5p1:Key>String</d5p1:Key>
            <d5p1:Value>String</d5p1:Value>
          </d5p1:KeyValueOfstringstring>
        </d2p1:Meta>
      </d2p1:ResponseError>
    </d2p1:Errors>
    <d2p1:Meta xmlns:d3p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
      <d3p1:KeyValueOfstringstring>
        <d3p1:Key>String</d3p1:Key>
        <d3p1:Value>String</d3p1:Value>
      </d3p1:KeyValueOfstringstring>
    </d2p1:Meta>
  </ResponseStatus>
  <Transfer>
    <SmartsheetsTransfer>
      <AccountNumber>String</AccountNumber>
      <AgentID>0</AgentID>
      <AgentName>String</AgentName>
      <Agents>String</Agents>
      <AppDate>String</AppDate>
      <ApprovedBy>String</ApprovedBy>
      <ApprovedDate>String</ApprovedDate>
      <Attachment>
        <Attachment>
          <AWSKey>String</AWSKey>
          <AttachmentData>AA==</AttachmentData>
          <AttachmentId>00000000-0000-0000-0000-000000000000</AttachmentId>
          <AttachmentName>String</AttachmentName>
          <CreatedBy>String</CreatedBy>
          <CreatedDate>0001-01-01T00:00:00</CreatedDate>
          <FieldName>String</FieldName>
          <FileSizeInKB>0</FileSizeInKB>
          <IsSecurities>false</IsSecurities>
          <MimeType>String</MimeType>
          <NeedsOCR>false</NeedsOCR>
          <OCRDate>0001-01-01T00:00:00</OCRDate>
          <PresignedUrl>String</PresignedUrl>
          <RecordId>0</RecordId>
          <TableName>String</TableName>
        </Attachment>
      </Attachment>
      <Deleted>false</Deleted>
      <EmailAddress>String</EmailAddress>
      <FirstName>String</FirstName>
      <Flagged>false</Flagged>
      <HasAdminMsg>false</HasAdminMsg>
      <HasAgentMsg>false</HasAgentMsg>
      <HasChange>false</HasChange>
      <HasConversation>false</HasConversation>
      <HasOCR>false</HasOCR>
      <HasRequiredDocuments>false</HasRequiredDocuments>
      <ID>0</ID>
      <LastName>String</LastName>
      <ModifiedBy>String</ModifiedBy>
      <Notes>String</Notes>
      <Phase>String</Phase>
      <Phone>String</Phone>
      <PolicyAssociateId>00000000-0000-0000-0000-000000000000</PolicyAssociateId>
      <PolicyNumber>String</PolicyNumber>
      <PolicyType>String</PolicyType>
      <RegionalOffice>String</RegionalOffice>
      <Reminder>
        <Reminder>
          <CompletedDate>0001-01-01T00:00:00</CompletedDate>
          <CreatedBy>String</CreatedBy>
          <CreatedDate>0001-01-01T00:00:00</CreatedDate>
          <FieldName>String</FieldName>
          <RecordId>0</RecordId>
          <ReminderDate>0001-01-01T00:00:00</ReminderDate>
          <ReminderId>00000000-0000-0000-0000-000000000000</ReminderId>
          <ReminderNote>String</ReminderNote>
          <TableName>String</TableName>
        </Reminder>
      </Reminder>
      <SS>String</SS>
      <TransactionId>String</TransactionId>
      <TransferAmount>String</TransferAmount>
      <TransferringCompany>String</TransferringCompany>
    </SmartsheetsTransfer>
  </Transfer>
</SmartsheetsResponse>