Overwrite partners

For a project line manager, it’s possible to simply overwrite the list of partners by providing a complete list to Winddle. Winddle will compare this new list to the current list of partners and pending invitations, and:

  • Remove partners that are not in the new list
  • Cancel invitations for pending partners who are not in the new list
  • Invite partners that are in the new list but aren’t already partners

The format for the partners key allow to define a partner by its email or its Winddle ID, as well as set the position (optional) for new partners (will not be used if the user is already a partner of the company).

  partners: [
    { user: "email@email.com", position: "Position Name" },
    { user: 12, position: "Position Name" },
    { user: "email@email.com" },
    { user: 12 },
    "email@email.com",
    12,
  ]

It’s also possible to remove all the partners from the project line, only keeping the project line managers, by sending:

  partners: 'clear'

Params

Param name Description
project_id
required

Project id, name or source_id

Must be a String or an Integer
id
required

Project Line id, reference or source_id

Must be a String or an Integer
source_id
optional

ID in Customer’s source system (optional, max 255 char.)

Must be a String
reference
optional

internal reference - length must be 255 characters maximum and unique in the scope of the company

Must be a String
manufacturer
optional

length must be 255 characters maximum

Must be a String
packing_conditions
optional
Must be one of: mix, single.
deliver_at
optional

LI expected delivery date, format Y-m-d

Must be a String
customs
optional

Custom values for the Project Line

An array of Custom Values for the Product.

Each element of this array should have the following format:

{
 field: The Winddle ID or the Name of the Custom Field
 value: The value for this field
}

Not providing a value for a Field will leave it as blank or keep its current value if any has been set.

variants
optional

Array of Winddle variants (name or ID) - must be part of the used product’s variants

Must be an array of any type
template
optional

The workflow to apply on the Project Line when it’s created

A Winddle Workflow (Checkpoints+Roles) templates. Can be either an ID (unique integer) or the name of the template.
template_options
optional

Used to apply template

Must be a Hash
template_options[end_at]
optional

End date for the workflow, default to deliver_at, format Y-m-d

Must be a String
template_options[start_at]
optional

Start date for the workflow, format Y-m-d

Must be a String
template_options[keep_duration]
optional

Default to false - keep duration of existing CPs

Boolean (true/false)
template_options[keep_fixed]
optional

Default to false - keep starting date of fixed CPs

Boolean (true/false)
template_options[milestones]
optional

Milestones due date constraints

Must be an Array of nested elements
template_options[milestones][name]
optional

Name of the milestone

Must be a String
template_options[milestones][due_date]
required

Due date, format YYYY-MM-DD

Must be a String
template_options[milestones][master_checkpoint_index]
optional

Master checkpoint index in the template for the milestone’s reference checkpoint

Must be a Integer
template_options[milestones][master_checkpoint_id]
optional

Master checkpoint ID for the milestone’s reference checkpoint

Must be a Integer
template_options[checkpoints]
optional

Checkpoints duration constraints

Must be an Array of nested elements
template_options[checkpoints][name]
optional

Name of the checkpoint

Must be a String
template_options[checkpoints][duration]
required

Duration in working days

Must be a Integer
template_options[checkpoints][master_checkpoint_index]
optional

Master checkpoint index in the template

Must be a Integer
template_options[checkpoints][master_checkpoint_id]
optional

Master checkpoint ID

Must be a Integer
partners
optional

Array of user & position (optional) to overwrite the list of partners (non-managers)

Must be an array of any type
clear_variants
optional

When set to true, will clear all the variants

Boolean (true/false)