Add Project Log Recipient
Use this service to import Project Log Recipient information.
Method: AddPJRecipient
Underlying File Maintenance
Prior to importing Project Log Recipient information, the following file maintenance screens must be completed:Assumptions and Dependencies
The Project Log must exist in order to add the Project Log Recipients.
The Project Log Recipients web service will create a new Recipient entry.
If Company_Code field is blank then use the Authorization ID default value.
To update the Project Log Recipients on a specific Project Log the TransactionId must be defined OR the Job_Number, Category and Reference_Num must be defined. Once it is a validated then the Project Log Recipients will be added.
Contact_ID field
The Contact_ID is an internally created Id number that does not appear on a screen in Spectrum but controls the Contact Name shown on the Project Log Recipients List.
The following hierarchy logic will be used to define the correct Recipients based on the fields define in the Web Service. If the information is not valid then each component will be processed to find the correct Recipient. If the Recipient is not found then it will provided an error.
If a Contact_ID is provided then it will be used to define the Recipient information.
If the Contact_ID is blank then the Recipient_Email is required and will be used to define the Recipient information.
If the Recipient_Email doesn't exist then the Last_Name and First_Name fields will be used to define the Recipient information.
The first created Contact ID found in Spectrum with and ACTIVE status will be used to populate the Recipient information if the Recipient_Email or the combination of the Last_Name and First_Name fields is used.
If duplicate records exist, then they will all be added as they are processed.
Any field that is left blank will not be updated in Spectrum.
Field Descriptions
Use the table below for reference when using this service. The Authorization_ID and GUID elements are not shown on the Spectrum Excel Office Add-in templates for data entry points.Excel |
Element Name | Description | Req | Type | Max | Format | Validation |
|---|---|---|---|---|---|---|---|
| Authorization_ID | Authorization ID to access the server | YES | Text | 20 | Data Exchange Installation Screen | ||
| GUID | Unique reference number created by programming | Text | 36 | ** See GUID definition | |||
B |
Company_Code | Company Code | Text | 3 | Valid Company in Spectrum. Defaults from the Authorization ID if not populated. | ||
C |
Job_Number | Job Number | YES | Text | 10 | Valid Job | |
D |
TransactionId | Internally created Project Log ID | Text | 36 | Not found in Spectrum. Leave blank if using Template. | Valid Project Log ID. *See Assumptions and Dependencies in manual | |
E |
Category | Category | Text | 30 | *See Assumptions and Dependencies in manual | ||
F |
Reference_Num | Number | Text | 10 | If TransactionId is blank then Category and Reference_Num must be defined. | *See Assumptions and Dependencies in manual | |
G |
Recipient_Type | Type | Text | 1 | T=To ; F=From ; C=Courtesy copy or B=Blind copy | ||
H |
Contact_ID | Internally created Contact ID | Text | 10 | Not found in Spectrum. Leave blank if using Template. | Valid Contact. *See Assumptions and Dependencies in manual. | |
I |
Recipient_Email | Recipient Email | Text | 80 | If Contact_ID not defined then Recipient_Email is required. Format = name@domain.com. | *See Assumptions and Dependencies in manual | |
J |
Last_Name | Recipient Last Name | Text | 30 | If Recipient_Email is not defined then the Last_Name and First_Name are required. | *See Assumptions and Dependencies in manual | |
K |
First_Name | Recipient First Name | Text | 20 | If Recipient_Email is not defined then the Last_Name and First_Name are required. | *See Assumptions and Dependencies in manual |
