Overview
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
Format
- PwsEngagementStageRef
- EngagementStageId: Int32
- EngagementStageName: String (50)
- EngagementStageShortName: String (15)
- EngagementStageUid: Int64
Elements
Element | Data Type | Required? | Description | Sample Data |
---|---|---|---|---|
EngagementStageId | Int32 | No | The engagement stage Id is a unique identifier for an engagement stage. For internal use only. | |
EngagementStageName | String (50) | One of EngagementName, EngagementStageShortName or EngagementStageUid is required | The engagement stage name is a unique identifier for an engagement stage. | Open |
EngagementStageShortName | String (15) | See EngagementStageName | The engagement stage short name is a unique identifier for an engagement stage. | Open |
EngagementStageUid | Int64 | See EngagementStageName | A unique and immutable identifier for an engagement stage. | 1152921504606849675 |