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Help with Success Plan Creation API JSON

  • October 12, 2022
  • 6 replies
  • 142 views
bytor104
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  • bytor104
  • Contributor ⭐️⭐️⭐️
  • 17 replies

Hi! I’m looking for help with my JSON on a Success Plan Creation API external action. I am attempting to create a Success Plan that is linked to a Relationship and where I populate a lookup field to a custom object. I am receiving an error attempting to create that says,

 

“Please enter valid JSON and char limit should not exceed 10,000.”

 

I know I have not exceeded the char limit. I copied/pasted the original JSON template from the Support website, made edits in Notepad++, and then copied/pasted back into the Payload for an external action. When I put this into a JSON validator website, it is showing many errors, but none that would help in fixing the issues.

 

My JSON is as follows:

{
    "requests": [
        {
            "record": {
                "referenceId": "1",
                "Name": "{{SPName}}",
                "SFDCID": "{{CompanySFDCID}}",
                "OwnerEmail": "{{SPOwnerEmail}}",
                "DueDate": "{{SPDueDate}}",
                "SuccessPlanType": "Digital Solution Onboarding",
                "status": "Active",
                "Templates": [
                "Phase 1: Digital Solution Sale"
                 ],
                "RelationshipID": "{{SPRelationshipID}}",
                "Onboarding_Data_Entry_Record__gc": "{{DODEGSID}},
            }
        }
    ],
    "lookups": {
        "OwnerId": {
            "fields": {
                "OwnerEmail": "Email"
            },
            "lookupField": "Gsid",
            "objectName": "gsuser",
            "multiMatchOption": "FIRSTMATCH",
            "onNoMatch": "ERROR"
        },
        "CompanyId": {
            "fields": {
                "SFDCID": "SfdcAccountId"
            },
            "lookupField": "Gsid",
            "objectName": "company",
            "multiMatchOption": "FIRSTMATCH",
            "onNoMatch": "ERROR"
        },
        "RelationshipId": {
            "fields": {
                "RelationshipID": "Gsid"
            },
            "lookupField": "Gsid",
            "objectName": "Relationship",
            "multiMatchOption": "FIRSTMATCH",
            "onNoMatch": "ERROR"
        },
        "Onboarding_Data_Entry_Record__gc": {
            "fields": {
                "DODEGSID": "Gsid"
            },
            "lookupField": "Gsid",
            "objectName": "Digital_Onboarding_Data_Entry__gc",
            "multiMatchOption": "FIRSTMATCH",
            "onNoMatch": "ERROR"
        },
    }

Please help if you can!

 

Thanks,

David Person

Best answer by peter_robson

Hi David,

Your JSON is almost correct. There were a couple of syntax errors. I also find that when the “Templates” attribute is used, it needs to be added as the last item in the list. Please try this …

{
    "requests": [
        {
            "record": {
                "referenceId": "1",
                "Name": "{{SPName}}",
                "SFDCID": "{{CompanySFDCID}}",
                "OwnerEmail": "{{SPOwnerEmail}}",
                "DueDate": "{{SPDueDate}}",
                "SuccessPlanType": "Digital Solution Onboarding",
                "status": "Active",
                "RelationshipID": "{{SPRelationshipID}}",
                "Onboarding_Data_Entry_Record__gc": "{{DODEGSID}}",
                "Templates": [
                    "Phase 1: Digital Solution Sale"
                 ]
            }
        }
    ],
    "lookups": {
        "OwnerId": {
            "fields": {
                "OwnerEmail": "Email"
            },
            "lookupField": "Gsid",
            "objectName": "gsuser",
            "multiMatchOption": "FIRSTMATCH",
            "onNoMatch": "ERROR"
        },
        "CompanyId": {
            "fields": {
                "SFDCID": "SfdcAccountId"
            },
            "lookupField": "Gsid",
            "objectName": "company",
            "multiMatchOption": "FIRSTMATCH",
            "onNoMatch": "ERROR"
        },
        "RelationshipId": {
            "fields": {
                "RelationshipID": "Gsid"
            },
            "lookupField": "Gsid",
            "objectName": "Relationship",
            "multiMatchOption": "FIRSTMATCH",
            "onNoMatch": "ERROR"
        },
        "Onboarding_Data_Entry_Record__gc": {
            "fields": {
                "DODEGSID": "Gsid"
            },
            "lookupField": "Gsid",
            "objectName": "Digital_Onboarding_Data_Entry__gc",
            "multiMatchOption": "FIRSTMATCH",
            "onNoMatch": "ERROR"
        }
    }
}

 

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6 replies

bytor104
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  • bytor104
  • Author
  • Contributor ⭐️⭐️⭐️
  • 17 replies
  • October 12, 2022

I’ve been told by someone that a @peter_robson may be able to help? Thanks in advance if you are able! I’m very much an API/JSON newb.

romihache
1 person likes this
  • romihache
    romihache
peter_robson
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  • peter_robson
  • Gainsight Employee ⭐️
  • 17 replies
  • Answer
  • October 12, 2022

Hi David,

Your JSON is almost correct. There were a couple of syntax errors. I also find that when the “Templates” attribute is used, it needs to be added as the last item in the list. Please try this …

{
    "requests": [
        {
            "record": {
                "referenceId": "1",
                "Name": "{{SPName}}",
                "SFDCID": "{{CompanySFDCID}}",
                "OwnerEmail": "{{SPOwnerEmail}}",
                "DueDate": "{{SPDueDate}}",
                "SuccessPlanType": "Digital Solution Onboarding",
                "status": "Active",
                "RelationshipID": "{{SPRelationshipID}}",
                "Onboarding_Data_Entry_Record__gc": "{{DODEGSID}}",
                "Templates": [
                    "Phase 1: Digital Solution Sale"
                 ]
            }
        }
    ],
    "lookups": {
        "OwnerId": {
            "fields": {
                "OwnerEmail": "Email"
            },
            "lookupField": "Gsid",
            "objectName": "gsuser",
            "multiMatchOption": "FIRSTMATCH",
            "onNoMatch": "ERROR"
        },
        "CompanyId": {
            "fields": {
                "SFDCID": "SfdcAccountId"
            },
            "lookupField": "Gsid",
            "objectName": "company",
            "multiMatchOption": "FIRSTMATCH",
            "onNoMatch": "ERROR"
        },
        "RelationshipId": {
            "fields": {
                "RelationshipID": "Gsid"
            },
            "lookupField": "Gsid",
            "objectName": "Relationship",
            "multiMatchOption": "FIRSTMATCH",
            "onNoMatch": "ERROR"
        },
        "Onboarding_Data_Entry_Record__gc": {
            "fields": {
                "DODEGSID": "Gsid"
            },
            "lookupField": "Gsid",
            "objectName": "Digital_Onboarding_Data_Entry__gc",
            "multiMatchOption": "FIRSTMATCH",
            "onNoMatch": "ERROR"
        }
    }
}

 

bytor104
1 person likes this
  • bytor104
    bytor104
bytor104
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  • bytor104
  • Author
  • Contributor ⭐️⭐️⭐️
  • 17 replies
  • October 14, 2022

Hi @peter_robson ,

I finally got around to testing this as an External Action, but I have received the following error:

{
  "result": false,
  "errorCode": "COCKPIT_9703",
  "errorDesc": "Following lookup field(s) have invalid filter configuration to resolve - RelationshipId -> Relationship : Gsid, Onboarding_Data_Entry_Record__gc -> Digital_Onboarding_Data_Entry__gc : Gsid",
  "requestId": "78a9cc7e-83d0-4f68-b82d-6627d2a8ab48",
  "data": {},
  "message": null
}

Any thoughts on how to resolve this?

Once again, thanks in advance.

 

Thanks,

David

peter_robson
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  • peter_robson
  • Gainsight Employee ⭐️
  • 17 replies
  • October 17, 2022

Hi David,

Your mappings are incorrect. 

You can’t use the actual field names in your “record” fields when using a lookup ... They need to be aliases. The “RelationshipID" and "Onboarding_Data_Entry_Record__gc" values are incorrect. Try this in your config. Admittedly, I don’t know your schema, so I am guessing the config for your “DODEGSID” mapping.

{
    "requests": [
        {
            "record": {
                "referenceId": "1",
                "Name": "{{SPName}}",
                "SFDCID": "{{CompanySFDCID}}",
                "OwnerEmail": "{{SPOwnerEmail}}",
                "DueDate": "{{SPDueDate}}",
                "SuccessPlanType": "Digital Solution Onboarding",
                "status": "Active",
                "RelID": "{{SPRelationshipID}}",
                "DODEGSID": "{{DODEGSID}}",
                "Templates": [
                    "Phase 1: Digital Solution Sale"
                 ]
            }
        }
    ],
    "lookups": {
        "OwnerId": {
            "fields": {
                "OwnerEmail": "Email"
            },
            "lookupField": "Gsid",
            "objectName": "gsuser",
            "multiMatchOption": "FIRSTMATCH",
            "onNoMatch": "ERROR"
        },
        "CompanyId": {
            "fields": {
                "SFDCID": "SfdcAccountId"
            },
            "lookupField": "Gsid",
            "objectName": "company",
            "multiMatchOption": "FIRSTMATCH",
            "onNoMatch": "ERROR"
        },
        "RelationshipId": {
            "fields": {
                "RelID": "Gsid"
            },
            "lookupField": "Gsid",
            "objectName": "Relationship",
            "multiMatchOption": "FIRSTMATCH",
            "onNoMatch": "ERROR"
        },
        "Onboarding_Data_Entry_Record__gc": {
            "fields": {
                "DODEGSID": "Gsid"
            },
            "lookupField": "Gsid",
            "objectName": "Digital_Onboarding_Data_Entry__gc",
            "multiMatchOption": "FIRSTMATCH",
            "onNoMatch": "ERROR"
        }
    }
}

 

H
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  • Harika Singadi
  • Helper ⭐️⭐️
  • 33 replies
  • June 14, 2024

@bytor104 Can you please guide on the end point url used !!I am receiving unauthorized error on testing the connection in actions

 

W
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  • Wayne
  • Expert ⭐️
  • 227 replies
  • June 17, 2024

They list out Endpoint URLs on this page.

 

 

https://support.gainsight.com/gainsight_nxt/Success_Plans/Success_Plan_API_Documentation/Success_Plan_APIs

revathimenon
1 person likes this
  • revathimenon
    revathimenon

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