Softsync Records

Records

Records are the rows of workspace tables: companies, contacts, deals, tasks and any custom objects.

Start here

1. Call describe_workspace_schema to learn the tables, their fields and the groups you can see.
2. Name tables and fields by their apiName (snake_case), never by display label.
3. System fields are __system_created_at, __system_updated_at and __system_created_by. The double underscore is required.
4. Most features have one tool for reading (such as groups) and one for changing (such as manage_groups). Say what to do with action, and send only the fields that action uses.

Finding records

• search_records: exact filters on fields (equals, contains, greater than, empty…) with sort and paging. Use it for "deals in negotiation" or "contacts at Acme".
• semantic_search_records: search by meaning when the user describes something loosely.
• get_record_by_id: the full record once you have its id.
• query_records_by_view: the records a saved view shows, with that view's filters and sort.
• get_related_record_ids: records linked to one record, such as the contacts at a company.
• get_record_activity: what changed on a record, when and by whom. Use it to answer "what happened?" instead of guessing.
• get_record_moves: which statuses a record may move to next, and which moves need a comment.

Creating and changing records

• record_creation: create one or many records, across tables in one call. Records in the same call can link to each other through _ref. Pick a duplicate-detection field per table so existing records are matched instead of duplicated.
• update_record: change fields on specific records. Send only the fields that change.
• update_field_on_records: set the same values on many records. For "all of them", get the ids first with find_matching_record_ids.
• manage_records with action add_to_group or remove_from_group: change which group records appear in.
• A status move that needs a comment is refused without one; pass comment with the update.

Time on records

manage_timers with action start starts your timer on a record and stop stops it and logs the time. get_timer shows what is running. You have one timer: starting another stops the running one and keeps its time.

Cleaning up

• check_duplicate_records: find likely duplicates in a table so the user can review them.
• manage_records with action merge: fold duplicates into one record. The service chooses the survivor, and a merge cannot be undone.
• manage_records with action delete: move records to the Bin. Action restore brings them back within 30 days.

Numbers and charts

• record_statistic: one count, sum, average or ratio, optionally split by a field — "how many open deals per stage?".
• generate_analytics: several chart datasets at once. Both return data, not pictures. To keep a chart on a group's Reports page, use manage_dashboards with action add_chart.
• For forecasts and trends use generate_analytics: a period with compareTo for "this quarter vs last", forecast on a bar chart over time for "where will we land", asOf for "what did the pipeline look like on 1 March", a bridge for "what moved the pipeline this month", and reached / days_in_value for stage conversion and time in each stage.
• A weighted pipeline needs a probability per deal: if the deals table has none, offer to add a number field (filled from the stage) and a formula field multiplying value by probability, then sum it.

Rules

• Never invent ids. Look records, people and groups up first and use the ids that come back.
• A relation field takes record ids; a person field takes workspace member ids.
• Say what you are about to change before a bulk update, a merge or a delete, and wait for the user to agree.

More detail

Read these when the task needs them:

• searching-records: Filters, operators, sorting, related-record filters and counting, with good and bad examples.
• resolving-records: Turning a company or person into every linked record id before reading their messages or acting on them.
• writing-records: Creating and updating records without duplicates, linking them, enriching them and formatting each field kind.