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

Relationship	Target Entity	Cardinality	Description
Offer	Activity_Offer	1:N	Offer

Expanding Relationships

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

Navigating Relationships

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/Activity_Offer

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}

Custom Query

Build your own OData query against Datastore_Phase_ActivityOffer. Open Run and edit the whole request inline — swap the entity set, change the $filter, or add $expand, $select, $orderby, $top, $skip. Type $ for suggestions; use ↺ Reset to restore this example.

GET/v1/odata/Datastore_Phase_ActivityOffer?$top=10