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This structure represents the unique key fields associated with identifying an engagement stage. Engagement Stages can be identified by EngagementStageName, EngagementStageShortName or EngagementStageUid. When specifying a PwsEngagementStageRef as an input to a web service, you may specify any combination of one or more of EngagementStageName, EngagementStageShortName and/or EngagementStageUid. However, if you do specify more than one, they must refer to the same engagement stage or the engagement stage reference will not be considered valid. When a PwsEngagementStageRef is returned in the response to a web service, the EngagementStageName, EngagementStageShortName and EngagementStageUid will all be populated, and guaranteed to refer to a single engagement stage.
In association with PwsSaveEngagement here are the rules:
- If an Engagement Stage is specified, the web service will use it
- Otherwise, the following rules will be in effect:
- If there is a default engagement stage for the engagement type (due to enterprise configuration), use it
- OR
- Select the first allowed engagement stage (specifically, or via ‘(all engagement stages)’) ordered by sort order, if any
- If there is a default engagement stage for the engagement type (due to enterprise configuration), use it
- Otherwise, throw an error
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