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Offer Phases

Entity›Datastore›Datastore.Phase›Datastore.Phase.ActivityOffer

Offer Phases define the workflow stages for Quotes (Offers). Use this endpoint to query the available phases and their IDs, which are needed to update the phase of a quotes (offers).

Use the Datastore_Phase_ActivityOffer endpoint to query phases for this activity type.

Endpoints​

List Offer Phases​

GET/v1/odata/Datastore_Phase_ActivityOffer

Single Phase​

GET/v1/odata/Datastore_Phase_ActivityOffer({id})

Fields​

Inherited Fields (from Phase)​

See Phase Fields for all inherited fields including Name, Code, Icon, ActionName, IsAssignable, and IsTerminal.

Relationships​

RelationshipTarget EntityCardinalityDescription
OfferActivity_Offer1:NOffer

Expanding Relationships​

GET/v1/odata/Datastore_Phase_ActivityOffer({id})?$expand=Offer
GET/v1/odata/Datastore_Phase_ActivityOffer({id})/Offer

Usage​

Query Available Phases​

GET /v1/odata/Datastore_Phase_ActivityOffer?$select=Name,Code,IsTerminal

Update Phase on Quotes (Offers)​

POST /v1/odata/ActivityOffer
{
  "ID": "{activity-id}",
  "Phase": {
    "ID": "{phase-id}"
  }
}

Filtering Examples​

GET/v1/odata/Datastore_Phase_ActivityOffer?$filter=Name eq '{Name}'&$top={top}
GET/v1/odata/Datastore_Phase_ActivityOffer?$filter=Code eq '{Code}'&$top={top}
GET/v1/odata/Datastore_Phase_ActivityOffer?$filter=IsTerminal eq {IsTerminal}&$top={top}
GET/v1/odata/Datastore_Phase_ActivityOffer?$filter=IsAssignable eq {IsAssignable}&$top={top}
GET/v1/odata/Datastore_Phase_ActivityOffer?$filter=IsDefault eq {IsDefault}&$top={top}