Target

Targets.create

Creates a Target record.

post/entities/Targets

Request

Query parameters

validation-levelinteger

Bit mask that relaxes validation on this write. 0 (the default) validates everything. Bits: 2 skip unchanged fields, 4 skip admin-defined validations, 8 allow read-only fields, 16 skip relation checks, 32 skip value checks, 64 skip invalid recalculations, 128 skip step-checklist gates, 256 add conditional field requirements, 512 skip uniqueness checks. Add bits together (20 = 4 + 16); member names and comma lists such as 4,16 work too. A value with an internal-only bit is refused with HTTP 400, code 117.

Request body

modifiedstring date-time

Last modification time.

createdstring date-time

Creation time.

calculation_type1 | 2 | 3

What the target measures: revenue from opportunities won, or the number of leads qualified or created in the target period.

Integer enum value: 1 - Revenue, 2 - LeadQualified, 3 - LeadCreated

currency_idstring uuid

Id of the target currency.

descriptionstring

Free-text description shown alongside the target.

is_activeboolean required

When true, the target is currently being tracked; when false, the target is a draft or has been deactivated.

namestring required

Name of the entity and its default text representation.

owner_idstring uuid required

Id of the owning user.

period_fromstring date

First date of the active target period. Set when is_active is true; recomputed from settings.period when activated.

period_tostring date

Last date of the active target period.

target_client_idstring uuid

Id of the assignee user.

type1 | 2 | 3 | 4

Kind of target: a User target for target_client, a group target that is split into or combines user targets, or a Simulated what-if target.

Integer enum value: 1 - User, 2 - GroupFromUser, 3 - GroupFromExisting, 4 - Simulated

revisioninteger

Revision when entity was lastly changed.

Example request

{
  "modified": "2019-01-01T00:00:00",
  "created": "2019-01-01T00:00:00",
  "calculation_type": 1,
  "currency_id": "01234567-abcd-dcba-ffff-000000000000",
  "description": "string",
  "name": "string",
  "owner_id": "01234567-abcd-dcba-ffff-000000000000",
  "period_from": "2019-01-01",
  "period_to": "2019-01-01",
  "target_client_id": "01234567-abcd-dcba-ffff-000000000000",
  "type": 1,
  "revision": 1
}

Response

The created Target record.

successboolean

True when the request succeeded; false on error.

Example response

{
  "success": true,
  "data": {
    "id": "01234567-abcd-dcba-ffff-000000000000",
    "modified": "2019-01-01T00:00:00",
    "created": "2019-01-01T00:00:00",
    "calculation_type": 1,
    "currency_id": "01234567-abcd-dcba-ffff-000000000000",
    "description": "string",
    "name": "string",
    "owner_id": "01234567-abcd-dcba-ffff-000000000000",
    "period_from": "2019-01-01",
    "period_to": "2019-01-01",
    "settings": "blob",
    "target_client_id": "01234567-abcd-dcba-ffff-000000000000",
    "type": 1,
    "revision": 1
  }
}

Changes

No recorded changes to this operation across all 1 revision of this API.