A Platform Services application is an XML wrapper around a group of objects, menus, and portals that work together to fulfill a function.


Get Platform Services Application Object Definition

lookup

List all the fields and relationships for the Platform Services application object:

<lookup>
    <object>PTAPPLICATION</object>
</lookup>

Parameters

Name Required Type Description
object Required string Use PTAPPLICATION

List Platform Services Applications

query

List the record number and application name for each Platform Services application:

<query>
    <object>PTAPPLICATION</object>
    <select>
        <field>RECORDNO</field>
        <field>APPLICATIONNAME</field>
    </select>
</query>

Parameters

Name Required Type Description
object Required string Use PTAPPLICATION
select Required sequence One or more field names and an optional aggregate function such as count or sum. Returning all fields is not supported.
filter Optional object Query filter expression. Check the value of a single field using operators such as equalto/like, or multiple fields using and/or. Query fields on related objects using the dot operator (for example, VENDOR.CREDITLIMIT on APBILL).
orderby Optional object Provide an order element with a field name and choose an ascending or descending sort order, for example:
<order>
        <field>RECORDNO</field>
        <descending/>
</order>
options Optional object Set the caseinsensitive element to true for a case-insensitive query:
    <caseinsensitive>true</caseinsensitive>
In a multi-entity company, set the showprivate element to true to query data in private entities:
   <showprivate>true</showprivate>
pagesize Optional integer Custom page size between 1 and 2000 items (Default: 100)
offset Optional integer Point at which to start indexing into records (Default: 0)

Response

PTAPPLICATION

The above function returns data structured like this:

<PTAPPLICATION>
    <RECORDNO>10014</RECORDNO>
    <APPLICATIONNAME>T2 Additional features</APPLICATIONNAME>
</PTAPPLICATION>
<PTAPPLICATION>
    <RECORDNO>10016</RECORDNO>
    <APPLICATIONNAME>MCA My Conferencing App</APPLICATIONNAME>
</PTAPPLICATION>

List Platform Services Applications (Legacy)

readByQuery

<readByQuery>
    <object>PTAPPLICATION</object>
    <fields>*</fields>
    <query></query>
    <pagesize>100</pagesize>
</readByQuery>

Parameters

Name Required Type Description
object Required string Use PTAPPLICATION
fields Optional string Comma-separated list of fields on the object to list. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide * for the value.
query Required string SQL-like query based on fields on the object. The following operators are supported: <, >, >=, <=, =, like, not like, in, not in, IS NOT NULL, IS NULL, AND, OR. Illegal XML characters must be properly encoded, and single quotes must be escaped with backslashes ('Jane\'s Deli'). Joins are not supported.
pagesize Optional integer Custom page size between 1 and 1000 items (Default: 100)

Get Platform Services Application

read

<read>
    <object>PTAPPLICATION</object>
    <keys>10016</keys>
    <fields>*</fields>
</read>

Parameters

Name Required Type Description
object Required string Use PTAPPLICATION
keys Required string Platform Services application RECORDNO to get
fields Optional string Comma-separated list of fields on the object to get. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide * for the value.

Response

PTAPPLICATION

The above function returns data structured like this:

<PTAPPLICATION>
    <RECORDNO>10016</RECORDNO>
    <APPLICATIONNAME>MCA My Conferencing App</APPLICATIONNAME>
    <ORDERNO>6</ORDERNO>
    <PROPERTIES>
        <isDeployed>true</isDeployed>
        <isManaged>false</isManaged>
        <OBJECTS>
            <OBJECT>
                <ID>10056</ID>
                <Name>MCA_attendee</Name>
                <isCustom>true</isCustom>
            </OBJECT>
            <OBJECT>
                <ID>10057</ID>
                <Name>MCA_conference_level</Name>
                <isCustom>true</isCustom>
            </OBJECT>
            <OBJECT>
                <ID>10058</ID>
                <Name>MCA_presenter</Name>
                <isCustom>true</isCustom>
            </OBJECT>
        </OBJECTS>
    </PROPERTIES>
    <DESCRIPTION></DESCRIPTION>
    <VERSION>1.2</VERSION>
    <CREATEDBY>48</CREATEDBY>
    <WHENCREATED>2020-06-11T17:52:00Z</WHENCREATED>
    <MODIFIEDBY>48</MODIFIEDBY>
    <WHENMODIFIED>2020-06-11T17:52:00Z</WHENMODIFIED>
    <ORIGINALID>43254845@10013</ORIGINALID>
</PTAPPLICATION>

Get Platform Services Application by Name

readByName

<readByName>
    <object>PTAPPLICATION</object>
    <keys>MCA My Conferencing App</keys>
    <fields>*</fields>
</readByName>

Parameters

Name Required Type Description
object Required string Use PTAPPLICATION
keys Required string Platform Services application name to get
fields Optional string Comma-separated list of fields on the object to get. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide * for the value.

Install Platform Services Application

As you build and deploy Platform Services applications on client companies, the need to programmatically install updates eventually arises. Installing or updating an application involves first publishing the application from the Sage Intacct UI to create the XML definition, then using installApp to post that definition to the target company.

Applications with user-defined dimensions require authorization from a designated administrator before they can be installed. If you run installApp on such an application, a request for authorization will be added in the Requests for authorization section under Platform Services > Applications in the UI. Alternatively, you can generate an email request for authorization by running the installation from Platform Services > Applications > Install From XML.

installApp

<installApp>
    <appxml>
        <![CDATA[<application id="10032" origId="100227@10006" orderNo="16" isSystem="F" version="1" companyNo="34466622" ></application>]]>
    </appxml>
</installApp>

Parameters

Name Required Type Description
appxml Required CDATA The published application XML must be placed inside of a CDATA tag.

Provide feedback