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n8n/packages/nodes-base/nodes/Salesforce/OpportunityDescription.ts
Ricardo Espinoza 63a459ac92
⚡ Add filters to all getAll operations to Salesforce Node (#1292) 
* ⚡ Add filters to all get:All operations

* ⚡ Small fix

* ⚡Add description to condition fields

* ⚡ Minor improvements to Salesforce-Node

Co-authored-by: Harshil <ghagrawal17@gmail.com>
Co-authored-by: Jan Oberhauser <jan.oberhauser@gmail.com>
2021-01-13 10:45:41 +01:00

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TypeScript
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import {
INodeProperties,
} from 'n8n-workflow';
export const opportunityOperations = [
{
displayName: 'Operation',
name: 'operation',
type: 'options',
displayOptions: {
show: {
resource: [
'opportunity',
],
},
},
options: [
{
name: 'Add Note',
value: 'addNote',
description: 'Add note to an opportunity',
},
{
name: 'Create',
value: 'create',
description: 'Create an opportunity',
},
{
name: 'Delete',
value: 'delete',
description: 'Delete an opportunity',
},
{
name: 'Get',
value: 'get',
description: 'Get an opportunity',
},
{
name: 'Get All',
value: 'getAll',
description: 'Get all opportunities',
},
{
name: 'Get Summary',
value: 'getSummary',
description: `Returns an overview of opportunity's metadata`,
},
{
name: 'Update',
value: 'update',
description: 'Update an opportunity',
},
],
default: 'create',
description: 'The operation to perform.',
},
] as INodeProperties[];
export const opportunityFields = [
/* -------------------------------------------------------------------------- */
/* opportunity:create */
/* -------------------------------------------------------------------------- */
{
displayName: 'Name',
name: 'name',
type: 'string',
required: true,
default: '',
displayOptions: {
show: {
resource: [
'opportunity',
],
operation: [
'create',
],
},
},
description: 'Required. Last name of the opportunity. Limited to 80 characters.',
},
{
displayName: 'Close Date',
name: 'closeDate',
type: 'dateTime',
required: true,
default: '',
displayOptions: {
show: {
resource: [
'opportunity',
],
operation: [
'create',
],
},
},
description: 'Required. Date when the opportunity is expected to close.',
},
{
displayName: 'Stage Name',
name: 'stageName',
type: 'options',
typeOptions: {
loadOptionsMethod: 'getStages',
},
required: true,
default: '',
displayOptions: {
show: {
resource: [
'opportunity',
],
operation: [
'create',
],
},
},
description: 'Required. Date when the opportunity is expected to close.',
},
{
displayName: 'Additional Fields',
name: 'additionalFields',
type: 'collection',
placeholder: 'Add Field',
default: {},
displayOptions: {
show: {
resource: [
'opportunity',
],
operation: [
'create',
],
},
},
options: [
{
displayName: 'Account',
name: 'accountId',
type: 'options',
default: '',
typeOptions: {
loadOptionsMethod: 'getAccounts',
},
description: 'ID of the account associated with this opportunity.',
},
{
displayName: 'Amount',
name: 'amount',
type: 'number',
typeOptions: {
numberPrecision: 2,
},
default: '',
description: 'Estimated total sale amount',
},
{
displayName: 'Campaign',
name: 'campaignId',
type: 'options',
typeOptions: {
loadOptionsMethod: 'getCampaigns',
},
default: '',
description: 'ID of the campaign that needs to be fetched.',
},
{
displayName: 'Custom Fields',
name: 'customFieldsUi',
placeholder: 'Add Custom Field',
type: 'fixedCollection',
typeOptions: {
multipleValues: true,
},
description: 'Filter by custom fields ',
default: {},
options: [
{
name: 'customFieldsValues',
displayName: 'Custom Field',
values: [
{
displayName: 'Field ID',
name: 'fieldId',
type: 'options',
typeOptions: {
loadOptionsMethod: 'getLeadCustomFields',
},
default: '',
description: 'The ID of the field to add custom field to.',
},
{
displayName: 'Value',
name: 'value',
type: 'string',
default: '',
description: 'The value to set on custom field.',
},
],
},
],
},
{
displayName: 'Description',
name: 'description',
type: 'string',
default: '',
description: 'A description of the opportunity. Label is Contact Description. Limit: 32 KB.',
},
{
displayName: 'Forecast Category Name',
name: 'forecastCategoryName',
type: 'string',
default: '',
description: 'It is implied, but not directly controlled, by the StageName field',
},
{
displayName: 'Lead Source',
name: 'leadSource',
type: 'options',
typeOptions: {
loadOptionsMethod: 'getLeadSources',
},
default: '',
description: 'Source from which the lead was obtained.',
},
{
displayName: 'Next Step',
name: 'nextStep',
type: 'string',
default: '',
description: 'Description of next task in closing opportunity. Limit: 255 characters.',
},
{
displayName: 'Owner',
name: 'owner',
type: 'options',
typeOptions: {
loadOptionsMethod: 'getUsers',
},
default: '',
description: 'The owner of the opportunity.',
},
{
displayName: 'Phone',
name: 'phone',
type: 'string',
default: '',
description: 'Phone number for the opportunity.',
},
{
displayName: 'Pricebook2 ID',
name: 'pricebook2Id',
type: 'string',
default: '',
description: 'ID of a related Pricebook2 object',
},
{
displayName: 'Probability',
name: 'probability',
type: 'number',
typeOptions: {
numberPrecision: 1,
},
default: '',
description: 'Percentage of estimated confidence in closing the opportunity',
},
{
displayName: 'Type',
name: 'type',
type: 'options',
default: '',
options: [
{
name: 'Business',
valie: 'Business',
},
{
name: 'New Business',
valie: 'New Business',
},
],
description: 'Type of opportunity. For example, Existing Business or New Business. Label is Opportunity Type.',
},
],
},
/* -------------------------------------------------------------------------- */
/* opportunity:update */
/* -------------------------------------------------------------------------- */
{
displayName: 'Opportunity ID',
name: 'opportunityId',
type: 'string',
required: true,
default: '',
displayOptions: {
show: {
resource: [
'opportunity',
],
operation: [
'update',
],
},
},
description: 'ID of opportunity that needs to be fetched.',
},
{
displayName: 'Update Fields',
name: 'updateFields',
type: 'collection',
placeholder: 'Add Field',
default: {},
displayOptions: {
show: {
resource: [
'opportunity',
],
operation: [
'update',
],
},
},
options: [
{
displayName: 'Account',
name: 'accountId',
type: 'options',
default: '',
typeOptions: {
loadOptionsMethod: 'getAccounts',
},
description: 'ID of the account associated with this opportunity.',
},
{
displayName: 'Amount',
name: 'amount',
type: 'number',
typeOptions: {
numberPrecision: 2,
},
default: '',
description: 'Estimated total sale amount.',
},
{
displayName: 'Campaign',
name: 'campaignId',
type: 'options',
typeOptions: {
loadOptionsMethod: 'getCampaigns',
},
default: '',
description: 'ID of the campaign that needs to be fetched.',
},
{
displayName: 'Close Date',
name: 'closeDate',
type: 'dateTime',
default: '',
description: 'Required. Date when the opportunity is expected to close.',
},
{
displayName: 'Custom Fields',
name: 'customFieldsUi',
placeholder: 'Add Custom Field',
type: 'fixedCollection',
typeOptions: {
multipleValues: true,
},
description: 'Filter by custom fields ',
default: {},
options: [
{
name: 'customFieldsValues',
displayName: 'Custom Field',
values: [
{
displayName: 'Field ID',
name: 'fieldId',
type: 'options',
typeOptions: {
loadOptionsMethod: 'getLeadCustomFields',
},
default: '',
description: 'The ID of the field to add custom field to.',
},
{
displayName: 'Value',
name: 'value',
type: 'string',
default: '',
description: 'The value to set on custom field.',
},
],
},
],
},
{
displayName: 'Description',
name: 'description',
type: 'string',
default: '',
description: 'A description of the opportunity. Label is Contact Description. Limit: 32 KB.',
},
{
displayName: 'Forecast Category Name',
name: 'forecastCategoryName',
type: 'string',
default: '',
description: 'It is implied, but not directly controlled, by the StageName field.',
},
{
displayName: 'Lead Source',
name: 'leadSource',
type: 'options',
typeOptions: {
loadOptionsMethod: 'getLeadSources',
},
default: '',
description: 'Source from which the lead was obtained.',
},
{
displayName: 'Name',
name: 'name',
type: 'string',
default: '',
description: 'Required. Last name of the opportunity. Limited to 80 characters.',
},
{
displayName: 'Next Step',
name: 'nextStep',
type: 'string',
default: '',
description: 'Description of next task in closing opportunity. Limit: 255 characters.',
},
{
displayName: 'Owner',
name: 'owner',
type: 'options',
typeOptions: {
loadOptionsMethod: 'getUsers',
},
default: '',
description: 'The owner of the opportunity.',
},
{
displayName: 'Phone',
name: 'phone',
type: 'string',
default: '',
description: 'Phone number for the opportunity.',
},
{
displayName: 'Pricebook2 ID',
name: 'pricebook2Id',
type: 'string',
default: '',
description: 'ID of a related Pricebook2 object',
},
{
displayName: 'Probability',
name: 'probability',
type: 'number',
typeOptions: {
numberPrecision: 1,
},
default: '',
description: 'Percentage of estimated confidence in closing the opportunity.',
},
{
displayName: 'Stage Name',
name: 'stageName',
type: 'options',
typeOptions: {
loadOptionsMethod: 'getStages',
},
default: '',
description: 'Required. Date when the opportunity is expected to close.',
},
{
displayName: 'Type',
name: 'type',
type: 'options',
default: '',
options: [
{
name: 'Business',
valie: 'Business',
},
{
name: 'New Business',
valie: 'New Business',
},
],
description: 'Type of opportunity. For example, Existing Business or New Business. Label is Opportunity Type.',
},
],
},
/* -------------------------------------------------------------------------- */
/* opportunity:get */
/* -------------------------------------------------------------------------- */
{
displayName: 'Opportunity ID',
name: 'opportunityId',
type: 'string',
required: true,
default: '',
displayOptions: {
show: {
resource: [
'opportunity',
],
operation: [
'get',
],
},
},
description: 'ID of opportunity that needs to be fetched.',
},
/* -------------------------------------------------------------------------- */
/* opportunity:delete */
/* -------------------------------------------------------------------------- */
{
displayName: 'Opportunity ID',
name: 'opportunityId',
type: 'string',
required: true,
default: '',
displayOptions: {
show: {
resource: [
'opportunity',
],
operation: [
'delete',
],
},
},
description: 'ID of opportunity that needs to be fetched.',
},
/* -------------------------------------------------------------------------- */
/* opportunity:getAll */
/* -------------------------------------------------------------------------- */
{
displayName: 'Return All',
name: 'returnAll',
type: 'boolean',
displayOptions: {
show: {
resource: [
'opportunity',
],
operation: [
'getAll',
],
},
},
default: false,
description: 'If all results should be returned or only up to a given limit.',
},
{
displayName: 'Limit',
name: 'limit',
type: 'number',
displayOptions: {
show: {
resource: [
'opportunity',
],
operation: [
'getAll',
],
returnAll: [
false,
],
},
},
typeOptions: {
minValue: 1,
maxValue: 100,
},
default: 50,
description: 'How many results to return.',
},
{
displayName: 'Options',
name: 'options',
type: 'collection',
placeholder: 'Add Field',
default: {},
displayOptions: {
show: {
resource: [
'opportunity',
],
operation: [
'getAll',
],
},
},
options: [
{
displayName: 'Conditions',
name: 'conditionsUi',
placeholder: 'Add Condition',
type: 'fixedCollection',
typeOptions: {
multipleValues: true,
},
description: 'The condition to set.',
default: {},
options: [
{
name: 'conditionValues',
displayName: 'Condition',
values: [
{
displayName: 'Field',
name: 'field',
type: 'options',
typeOptions: {
loadOptionsMethod: 'getOpportunityFields',
},
default: '',
description: 'For date, number, or boolean, please use expressions',
},
{
displayName: 'Operation',
name: 'operation',
type: 'options',
options: [
{
name: '=',
value: 'equal',
},
{
name: '>',
value: '>',
},
{
name: '<',
value: '<',
},
{
name: '>=',
value: '>=',
},
{
name: '<=',
value: '<=',
},
],
default: 'equal',
},
{
displayName: 'Value',
name: 'value',
type: 'string',
default: '',
},
],
},
],
},
{
displayName: 'Fields',
name: 'fields',
type: 'string',
default: '',
description: 'Fields to include separated by ,',
},
],
},
/* -------------------------------------------------------------------------- */
/* opportunity:addNote */
/* -------------------------------------------------------------------------- */
{
displayName: 'Opportunity ID',
name: 'opportunityId',
type: 'string',
required: true,
default: '',
displayOptions: {
show: {
resource: [
'opportunity',
],
operation: [
'addNote',
],
},
},
description: 'ID of opportunity that needs to be fetched.',
},
{
displayName: 'Title',
name: 'title',
type: 'string',
required: true,
default: '',
displayOptions: {
show: {
resource: [
'opportunity',
],
operation: [
'addNote',
],
},
},
description: 'Title of the note.',
},
{
displayName: 'Options',
name: 'options',
type: 'collection',
placeholder: 'Add Field',
default: {},
displayOptions: {
show: {
resource: [
'opportunity',
],
operation: [
'addNote',
],
},
},
options: [
{
displayName: 'Body',
name: 'body',
type: 'string',
default: '',
typeOptions: {
alwaysOpenEditWindow: true,
},
description: 'Body of the note. Limited to 32 KB.',
},
{
displayName: 'Is Private',
name: 'isPrivate',
type: 'boolean',
default: false,
description: 'If true, only the note owner or a user with the “Modify All Data” permission can view the note or query it via the API',
},
{
displayName: 'Owner',
name: 'owner',
type: 'options',
typeOptions: {
loadOptionsMethod: 'getUsers',
},
default: '',
description: 'ID of the user who owns the note.',
},
],
},
] as INodeProperties[];
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