Trendsic Platform Service

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ActivityPlanRequest

Requires Authentication
Requires any of the roles:Worker, Agent, Administrator, Worker, Agent, Administrator
The following routes are available for this service:
POST,OPTIONS/v1/ActivityPlan
GET,OPTIONS/v1/ActivityPlan/{AgentId}/{DateFrom}/{DateTo}
"use strict";
export class ActivityPlan {
    /** @param {{Id?:number,AgentId?:number,EventTypeId?:number,Goal?:number,DateFrom?:string,DateTo?:string,DateCreated?:string,MthlyCashFlow?:number,YTDCashFlow?:number,Recruit?:number,EventTypeName?:string,Actual?:number}} [init] */
    constructor(init) { Object.assign(this, init) }
    /** @type {number} */
    Id;
    /** @type {number} */
    AgentId;
    /** @type {number} */
    EventTypeId;
    /** @type {number} */
    Goal;
    /** @type {string} */
    DateFrom;
    /** @type {string} */
    DateTo;
    /** @type {string} */
    DateCreated;
    /** @type {number} */
    MthlyCashFlow;
    /** @type {number} */
    YTDCashFlow;
    /** @type {number} */
    Recruit;
    /** @type {string} */
    EventTypeName;
    /** @type {number} */
    Actual;
}
export class ActivityPlanExtended {
    /** @param {{AppCount?:number,AvgFlow?:number,AvgTransfer?:number,AvgLife?:number,LifePerAnnuity?:number,FlowTransfer?:number,TransferRatio?:number}} [init] */
    constructor(init) { Object.assign(this, init) }
    /** @type {number} */
    AppCount;
    /** @type {number} */
    AvgFlow;
    /** @type {number} */
    AvgTransfer;
    /** @type {number} */
    AvgLife;
    /** @type {number} */
    LifePerAnnuity;
    /** @type {number} */
    FlowTransfer;
    /** @type {number} */
    TransferRatio;
}
export class ActivityPlanResponse {
    /** @param {{ResponseStatus?:ResponseStatus,ActivityPlans?:ActivityPlan[],ActivityData?:ActivityPlanExtended}} [init] */
    constructor(init) { Object.assign(this, init) }
    /** @type {ResponseStatus} */
    ResponseStatus;
    /** @type {ActivityPlan[]} */
    ActivityPlans = [];
    /** @type {ActivityPlanExtended} */
    ActivityData;
}
export class ActivityPlanRequest {
    /** @param {{ActivityPlan?:ActivityPlan,AgentId?:number,DateFrom?:string,DateTo?:string,ApplicationGoal?:number,AppointmentSetGoal?:number,LearningGoal?:number,MarketingGoal?:number,ReferralGoal?:number,LeadGoal?:number,ClientUpdateGoal?:number,FirstContactGoal?:number,FirstAppointmentGoal?:number,SecondAppointmentGoal?:number,SecondAppointmentSetGoal?:number,MonthlyCashFlowGoal?:number,YTDCashFlowGoal?:number,RecruitGoal?:number}} [init] */
    constructor(init) { Object.assign(this, init) }
    /** @type {ActivityPlan} */
    ActivityPlan;
    /** @type {number} */
    AgentId;
    /** @type {string} */
    DateFrom;
    /** @type {string} */
    DateTo;
    /** @type {number} */
    ApplicationGoal;
    /** @type {number} */
    AppointmentSetGoal;
    /** @type {number} */
    LearningGoal;
    /** @type {number} */
    MarketingGoal;
    /** @type {number} */
    ReferralGoal;
    /** @type {number} */
    LeadGoal;
    /** @type {number} */
    ClientUpdateGoal;
    /** @type {number} */
    FirstContactGoal;
    /** @type {number} */
    FirstAppointmentGoal;
    /** @type {number} */
    SecondAppointmentGoal;
    /** @type {number} */
    SecondAppointmentSetGoal;
    /** @type {number} */
    MonthlyCashFlowGoal;
    /** @type {number} */
    YTDCashFlowGoal;
    /** @type {number} */
    RecruitGoal;
}

JavaScript ActivityPlanRequest 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.

POST /v1/ActivityPlan HTTP/1.1 
Host: api.dev.dynamics.trendsic.com 
Accept: application/xml
Content-Type: application/xml
Content-Length: length

<ActivityPlanRequest xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/CRM.AgencyPlatform.API.Internal">
  <ActivityPlan>
    <Actual>0</Actual>
    <AgentId>0</AgentId>
    <DateCreated>0001-01-01T00:00:00</DateCreated>
    <DateFrom>0001-01-01T00:00:00</DateFrom>
    <DateTo>0001-01-01T00:00:00</DateTo>
    <EventTypeId>0</EventTypeId>
    <EventTypeName>String</EventTypeName>
    <Goal>0</Goal>
    <Id>0</Id>
    <MthlyCashFlow>0</MthlyCashFlow>
    <Recruit>0</Recruit>
    <YTDCashFlow>0</YTDCashFlow>
  </ActivityPlan>
  <AgentId>0</AgentId>
  <ApplicationGoal>0</ApplicationGoal>
  <AppointmentSetGoal>0</AppointmentSetGoal>
  <ClientUpdateGoal>0</ClientUpdateGoal>
  <DateFrom>0001-01-01T00:00:00</DateFrom>
  <DateTo>0001-01-01T00:00:00</DateTo>
  <FirstAppointmentGoal>0</FirstAppointmentGoal>
  <FirstContactGoal>0</FirstContactGoal>
  <LeadGoal>0</LeadGoal>
  <LearningGoal>0</LearningGoal>
  <MarketingGoal>0</MarketingGoal>
  <MonthlyCashFlowGoal>0</MonthlyCashFlowGoal>
  <RecruitGoal>0</RecruitGoal>
  <ReferralGoal>0</ReferralGoal>
  <SecondAppointmentGoal>0</SecondAppointmentGoal>
  <SecondAppointmentSetGoal>0</SecondAppointmentSetGoal>
  <YTDCashFlowGoal>0</YTDCashFlowGoal>
</ActivityPlanRequest>
HTTP/1.1 200 OK
Content-Type: application/xml
Content-Length: length

<ActivityPlanResponse xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/CRM.AgencyPlatform.API.Internal">
  <ActivityData>
    <AppCount>0</AppCount>
    <AvgFlow>0</AvgFlow>
    <AvgLife>0</AvgLife>
    <AvgTransfer>0</AvgTransfer>
    <FlowTransfer>0</FlowTransfer>
    <LifePerAnnuity>0</LifePerAnnuity>
    <TransferRatio>0</TransferRatio>
  </ActivityData>
  <ActivityPlans>
    <ActivityPlan>
      <Actual>0</Actual>
      <AgentId>0</AgentId>
      <DateCreated>0001-01-01T00:00:00</DateCreated>
      <DateFrom>0001-01-01T00:00:00</DateFrom>
      <DateTo>0001-01-01T00:00:00</DateTo>
      <EventTypeId>0</EventTypeId>
      <EventTypeName>String</EventTypeName>
      <Goal>0</Goal>
      <Id>0</Id>
      <MthlyCashFlow>0</MthlyCashFlow>
      <Recruit>0</Recruit>
      <YTDCashFlow>0</YTDCashFlow>
    </ActivityPlan>
  </ActivityPlans>
  <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>
</ActivityPlanResponse>