Discussions

Is there a way to set the "Automatic" flag through REST for an Event function? I don't see a reference to this field in the doco but hoping it can be set in AdditionalAttributes

I am working on setting a payment token, however as soon as I add the PaymentToken data I get a 400 Bad Response. I believe AutoPay is setup with the account as when I query api/AutoPayAccount I get data returned. iMIS version: 20.2.66.1216 iMIS URL: slswa.imiscloud.com `"Payments":{ "$type":"Asi.Soa.Commerce.DataContracts.RemittanceDataCollection, Asi.Contracts", "$values":[ { "$type":"Asi.Soa.Commerce.DataContracts.RemittanceData, Asi.Contracts", "Amount":{ "$type":"Asi.Soa.Core.DataContracts.MonetaryAmountData, Asi.Contracts", "Amount":0.01, "Currency":{ "$type":"Asi.Soa.Core.DataContracts.CurrencyData, Asi.Contracts", "CurrencyCode":"AUD", "DecimalPositions":2, "ExtensionData":{ "$type":"System.Runtime.Serialization.ExtensionDataObject, System.Runtime.Serialization" } }, "IsAmountDefined":true }, "PaymentMethod":{ "$type":"Asi.Soa.Commerce.DataContracts.PaymentMethodData, Asi.Contracts", "PaymentMethodId":"CASH", "PaymentType":"CASH", "GatewayAccountId":"" }, "PaymentToken":{ "$type":"Asi.Soa.Commerce.DataContracts.AutoPayAccountData, Asi.Contracts", "AccountType":"Undefined", "IsAvailableToDisable":false, "IsDuplicateToken":false, "Payer":{ "$type":"Asi.Soa.Commerce.DataContracts.AccountPayerInformationData, Asi.Contracts", "PayerId":"240199" }, "PaymentMethodIsReadOnly":false, "PaymentTokenId": "1234123", "Status": "active" }, "PayorParty":{ "$type":"Asi.Soa.Commerce.DataContracts.CustomerPartyData, Asi.Contracts", "PartyId":"240199" }, "ReferenceNumber":"240199" } ] }`

I am working on a solution where when I process a third party payment I want the returned transaction ID, Amount (and other transaction related data) to be stored within iMIS. I have worked on the solution below, however I believe this takes an actual payment rather than just updating the Contact with the Gift information. Could I get some advise as to how I can get the above use case to work (so only storing no actual charges) Thank you. ------ FULL JSON REQUEST----- { "$type":"Asi.Soa.Commerce.DataContracts.ComboOrderData, Asi.Contracts", "Currency":{ "$type":"Asi.Soa.Core.DataContracts.CurrencyData, Asi.Contracts", "CurrencyCode":"AUD", "DecimalPositions":2, "ExtensionData":{ "$type":"System.Runtime.Serialization.ExtensionDataObject, System.Runtime.Serialization" } }, "Order":{ "$type":"Asi.Soa.Commerce.DataContracts.OrderData, Asi.Contracts", "BillToCustomerParty":{ "$type":"Asi.Soa.Commerce.DataContracts.CustomerPartyData, Asi.Contracts", "PartyId":"240199" }, "Currency":{ "$type":"Asi.Soa.Core.DataContracts.CurrencyData, Asi.Contracts", "CurrencyCode":"AUD", "DecimalPositions":2, "ExtensionData":{ "$type":"System.Runtime.Serialization.ExtensionDataObject, System.Runtime.Serialization" } }, "Lines":{ "$type":"Asi.Soa.Commerce.DataContracts.OrderLineDataCollection, Asi.Contracts", "$values":[ { "$type":"Asi.Soa.Commerce.DataContracts.OrderLineData, Asi.Contracts", "OrderLineId":"344adb93-4076-4927-bf06-0e8f129ad51c", "ChildOrderLines":{ "$type":"Asi.Soa.Commerce.DataContracts.OrderLineDataCollection, Asi.Contracts", "$values":[ { "$type":"Asi.Soa.Commerce.DataContracts.OrderLineData, Asi.Contracts", "OrderLineId":"425fc9e1-86f2-4319-82be-808ecfade63b", "ChildOrderLines":{ "$type":"Asi.Soa.Commerce.DataContracts.OrderLineDataCollection, Asi.Contracts", "$values":[ { "$type":"Asi.Soa.Commerce.DataContracts.OrderLineData, Asi.Contracts", "OrderLineId":"85a3f6db-4a1f-4b30-a6b7-2b9244e845f2", "ExtendedAmount":{ "$type":"System.Nullable`1[[Asi.Soa.Core.DataContracts.MonetaryAmountData, Asi.Contracts]], mscorlib", "Amount":0.01, "Currency":{ "$type":"Asi.Soa.Core.DataContracts.CurrencyData, Asi.Contracts", "CurrencyCode":"AUD", "DecimalPositions":2, "ExtensionData":{ "$type":"System.Runtime.Serialization.ExtensionDataObject, System.Runtime.Serialization" } }, "IsAmountDefined":true }, "Item":{ "$type":"Asi.Soa.Commerce.DataContracts.ItemSummaryData, Asi.Contracts", "ItemCode":"GENERALDONATION", "ItemId":"", "Name":"General Donation" }, "QuantityBackordered":{ "$type":"System.Nullable`1[[Asi.Soa.Commerce.DataContracts.QuantityData, Asi.Contracts]], mscorlib" }, "QuantityOrdered":{ "$type":"System.Nullable`1[[Asi.Soa.Commerce.DataContracts.QuantityData, Asi.Contracts]], mscorlib", "Amount":1 }, "QuantityShipped":{ "$type":"System.Nullable`1[[Asi.Soa.Commerce.DataContracts.QuantityData, Asi.Contracts]], mscorlib", "Amount":1 }, "UnitPrice":{ "$type":"System.Nullable`1[[Asi.Soa.Core.DataContracts.MonetaryAmountData, Asi.Contracts]], mscorlib", "Amount":0.01, "Currency":{ "$type":"Asi.Soa.Core.DataContracts.CurrencyData, Asi.Contracts", "CurrencyCode":"AUD", "DecimalPositions":2, "ExtensionData":{ "$type":"System.Runtime.Serialization.ExtensionDataObject, System.Runtime.Serialization" } }, "IsAmountDefined":true } } ] }, "ExtendedAmount":{ "$type":"System.Nullable`1[[Asi.Soa.Core.DataContracts.MonetaryAmountData, Asi.Contracts]], mscorlib", "Amount":0.01, "Currency":{ "$type":"Asi.Soa.Core.DataContracts.CurrencyData, Asi.Contracts", "CurrencyCode":"AUD", "DecimalPositions":2, "ExtensionData":{ "$type":"System.Runtime.Serialization.ExtensionDataObject, System.Runtime.Serialization" } }, "IsAmountDefined":true }, "Item":{ "$type":"Asi.Soa.Commerce.DataContracts.ItemSetItemData, Asi.Contracts", "Components":{ "$type":"Asi.Soa.Commerce.DataContracts.ItemSetComponentDataCollection, Asi.Contracts", "$values":[ { "$type":"Asi.Soa.Commerce.DataContracts.ItemSetComponentData, Asi.Contracts", "IsSelected":true, "Item":{ "$type":"Asi.Soa.Commerce.DataContracts.ItemSummaryData, Asi.Contracts", "Description":"", "ItemClass":{ "$type":"Asi.Soa.Commerce.DataContracts.ItemClassSummaryData, Asi.Contracts", "ItemClassId":"DUES", "Name":"DUES" }, "ItemCode":"REGULAR_MEMBERSHIP_FEES/REG", "ItemId":"REGULAR_MEMBERSHIP_FEES/REG", "Name":"Regular Member Fees" }, "ItemSetComponentId":"REGULAR_MEMBERSHIP_FEES/REG", "MaximumQuantity":{ "$type":"Asi.Soa.Commerce.DataContracts.QuantityData, Asi.Contracts", "Amount":1 }, "Quantity":{ "$type":"Asi.Soa.Commerce.DataContracts.QuantityData, Asi.Contracts", "Amount":1 } } ] }, "ItemSetType":1, "ItemClass":{ "$type":"Asi.Soa.Commerce.DataContracts.ItemClassSummaryData, Asi.Contracts", "ItemClassId":"MEMBERSHIP", "Name":"Membership" }, "ItemCode":"REGULAR_MEMBERSHIP_FEES/DUES", "ItemId":"REGULAR_MEMBERSHIP_FEES/DUES", "Name":"Membership Fees" }, "QuantityBackordered":{ "$type":"System.Nullable`1[[Asi.Soa.Commerce.DataContracts.QuantityData, Asi.Contracts]], mscorlib" }, "QuantityOrdered":{ "$type":"System.Nullable`1[[Asi.Soa.Commerce.DataContracts.QuantityData, Asi.Contracts]], mscorlib", "Amount":1 }, "QuantityShipped":{ "$type":"System.Nullable`1[[Asi.Soa.Commerce.DataContracts.QuantityData, Asi.Contracts]], mscorlib", "Amount":1 }, "UnitPrice":{ "$type":"System.Nullable`1[[Asi.Soa.Core.DataContracts.MonetaryAmountData, Asi.Contracts]], mscorlib", "Amount":0.01, "Currency":{ "$type":"Asi.Soa.Core.DataContracts.CurrencyData, Asi.Contracts", "CurrencyCode":"AUD", "DecimalPositions":2, "ExtensionData":{ "$type":"System.Runtime.Serialization.ExtensionDataObject, System.Runtime.Serialization" } }, "IsAmountDefined":true } } ] }, "ExtendedAmount":{ "$type":"System.Nullable`1[[Asi.Soa.Core.DataContracts.MonetaryAmountData, Asi.Contracts]], mscorlib", "Amount":0.01, "Currency":{ "$type":"Asi.Soa.Core.DataContracts.CurrencyData, Asi.Contracts", "CurrencyCode":"AUD", "DecimalPositions":2, "ExtensionData":{ "$type":"System.Runtime.Serialization.ExtensionDataObject, System.Runtime.Serialization" } }, "IsAmountDefined":true }, "Item":{ "$type":"Asi.Soa.Commerce.DataContracts.ItemSetItemData, Asi.Contracts", "ItemSetType":1, "ItemCode":"GENERALDONATION", "ItemId":"", "Name":"General Donation" }, "LineNumber":1, "QuantityBackordered":{ "$type":"System.Nullable`1[[Asi.Soa.Commerce.DataContracts.QuantityData, Asi.Contracts]], mscorlib" }, "QuantityOrdered":{ "$type":"System.Nullable`1[[Asi.Soa.Commerce.DataContracts.QuantityData, Asi.Contracts]], mscorlib", "Amount":1 }, "QuantityShipped":{ "$type":"System.Nullable`1[[Asi.Soa.Commerce.DataContracts.QuantityData, Asi.Contracts]], mscorlib", "Amount":1 }, "UnitPrice":{ "$type":"System.Nullable`1[[Asi.Soa.Core.DataContracts.MonetaryAmountData, Asi.Contracts]], mscorlib", "Amount":0.01, "Currency":{ "$type":"Asi.Soa.Core.DataContracts.CurrencyData, Asi.Contracts", "CurrencyCode":"AUD", "DecimalPositions":2, "ExtensionData":{ "$type":"System.Runtime.Serialization.ExtensionDataObject, System.Runtime.Serialization" } }, "IsAmountDefined":true }, "BaseUnitPrice":{ "$type":"System.Nullable`1[[Asi.Soa.Core.DataContracts.MonetaryAmountData, Asi.Contracts]], mscorlib", "Amount":0.01, "Currency":{ "$type":"Asi.Soa.Core.DataContracts.CurrencyData, Asi.Contracts", "CurrencyCode":"AUD", "DecimalPositions":2, "ExtensionData":{ "$type":"System.Runtime.Serialization.ExtensionDataObject, System.Runtime.Serialization" } }, "IsAmountDefined":true }, "Discount":{ "$type":"System.Nullable`1[[Asi.Soa.Core.DataContracts.MonetaryAmountData, Asi.Contracts]], mscorlib", "Currency":{ "$type":"Asi.Soa.Core.DataContracts.CurrencyData, Asi.Contracts", "CurrencyCode":"AUD", "DecimalPositions":2, "ExtensionData":{ "$type":"System.Runtime.Serialization.ExtensionDataObject, System.Runtime.Serialization" } }, "IsAmountDefined":true }, "SourceCode":"" } ] }, "LineTotal":{ "$type":"System.Nullable`1[[Asi.Soa.Core.DataContracts.MonetaryAmountData, Asi.Contracts]], mscorlib", "Amount":0.01, "Currency":{ "$type":"Asi.Soa.Core.DataContracts.CurrencyData, Asi.Contracts", "CurrencyCode":"AUD", "DecimalPositions":2, "ExtensionData":{ "$type":"System.Runtime.Serialization.ExtensionDataObject, System.Runtime.Serialization" } }, "IsAmountDefined":true }, "MiscellaneousChargesTotal":{ "$type":"System.Nullable`1[[Asi.Soa.Core.DataContracts.MonetaryAmountData, Asi.Contracts]], mscorlib", "Currency":{ "$type":"Asi.Soa.Core.DataContracts.CurrencyData, Asi.Contracts", "CurrencyCode":"AUD", "DecimalPositions":2, "ExtensionData":{ "$type":"System.Runtime.Serialization.ExtensionDataObject, System.Runtime.Serialization" } }, "IsAmountDefined":true }, "OrderDate":"2019-08-22T12:05:00.2579538Z", "OrderTotal":{ "$type":"System.Nullable`1[[Asi.Soa.Core.DataContracts.MonetaryAmountData, Asi.Contracts]], mscorlib", "Amount":0.01, "Currency":{ "$type":"Asi.Soa.Core.DataContracts.CurrencyData, Asi.Contracts", "CurrencyCode":"AUD", "DecimalPositions":2, "ExtensionData":{ "$type":"System.Runtime.Serialization.ExtensionDataObject, System.Runtime.Serialization" } }, "IsAmountDefined":true }, "OriginatorCustomerParty":{ "$type":"Asi.Soa.Commerce.DataContracts.CustomerPartyData, Asi.Contracts", "PartyId":"240199" }, "ShippingTotal":{ "$type":"System.Nullable`1[[Asi.Soa.Core.DataContracts.MonetaryAmountData, Asi.Contracts]], mscorlib", "Currency":{ "$type":"Asi.Soa.Core.DataContracts.CurrencyData, Asi.Contracts", "CurrencyCode":"AUD", "DecimalPositions":2, "ExtensionData":{ "$type":"System.Runtime.Serialization.ExtensionDataObject, System.Runtime.Serialization" } }, "IsAmountDefined":true }, "SoldToCustomerParty":{ "$type":"Asi.Soa.Commerce.DataContracts.CustomerPartyData, Asi.Contracts", "PartyId":"240199" }, "TotalBasePrice":{ "$type":"System.Nullable`1[[Asi.Soa.Core.DataContracts.MonetaryAmountData, Asi.Contracts]], mscorlib", "Amount":0.01, "Currency":{ "$type":"Asi.Soa.Core.DataContracts.CurrencyData, Asi.Contracts", "CurrencyCode":"AUD", "DecimalPositions":2, "ExtensionData":{ "$type":"System.Runtime.Serialization.ExtensionDataObject, System.Runtime.Serialization" } }, "IsAmountDefined":true } }, "Invoices":{ "$type":"Asi.Soa.Commerce.DataContracts.InvoiceSummaryDataCollection, Asi.Contracts", "$values":[ ] }, "Payments":{ "$type":"Asi.Soa.Commerce.DataContracts.RemittanceDataCollection, Asi.Contracts", "$values":[ { "$type":"Asi.Soa.Commerce.DataContracts.RemittanceData, Asi.Contracts", "Amount":{ "$type":"Asi.Soa.Core.DataContracts.MonetaryAmountData, Asi.Contracts", "Amount":0.01, "Currency":{ "$type":"Asi.Soa.Core.DataContracts.CurrencyData, Asi.Contracts", "CurrencyCode":"AUD", "DecimalPositions":2, "ExtensionData":{ "$type":"System.Runtime.Serialization.ExtensionDataObject, System.Runtime.Serialization" } }, "IsAmountDefined":true }, "CreditCardInformation":{ "$type":"Asi.Soa.Commerce.DataContracts.CreditCardInformationData, Asi.Contracts", "CardNumber":"4111111111111111", "Expiration":{ "$type":"System.Nullable`1[[Asi.Soa.Core.DataContracts.YearMonthDateData, Asi.Contracts]], mscorlib", "Month":7, "Year":2024 }, "HoldersName":"Test Name", "SecurityCode":"" }, "PaymentMethod":{ "$type":"Asi.Soa.Commerce.DataContracts.PaymentMethodData, Asi.Contracts", "Name":"CC", "DisplayName":"Credit Card", "PaymentMethodId":"CC", "PaymentType":"Credit Card", "GatewayAccountId":"SECUREPAY" }, "PayorParty":{ "$type":"Asi.Soa.Commerce.DataContracts.CustomerPartyData, Asi.Contracts", "PartyId":"240199" }, "ReferenceNumber":"240199", "Message":"" } ] } }

Hi, I am working on an API integration where we push data from the website into iMIS. Currently I have gotten the authentication, contract creation working, however I cant seem to figure out how to add a gift record. (There is Gift Item but I don't think this is the same thing) I would like to understand the following: 1. How to add a gift record to a contact (a contact I just created) 2. How to add a payment token for future recurring payments (Our payment gateway is SecurePay) iMIS version: 20.2.66.1216 iMIS URL: slswa.imiscloud.com Cheers.

We are upgrading a iMIS 2015 Q4 (ver. 20.2.26.3109) site to iMIS 2017 (ver. 20.2.66.1198). Some custom panels that were created no longer work in 2017. The code --------------------- var em = new Asi.Soa.ClientServices.EntityManager("Manager"); //Set TnC and PP Accepted for individual var p_info = new GenericEntityData { EntityTypeName = "FF_COMPANY_INFO" }; var fnd = new CriteriaData("PartyId", OperationData.Equal, ContactID); QueryData q = new QueryData(); q.EntityTypeName = "FF_COMPANY_INFO"; q.Criteria.Add(fnd); p_info = (Asi.Soa.Core.DataContracts.GenericEntityData)em.FindSingle(q); p_info["TNCS_ACCEPTED"] = "True"; p_info["PP_ACCEPTED"] = "True"; ------------------------------------- The FindSingle function has been deprecated for the Asi.Soa.ClientServices.EntityManager object, and we do not know what is used to replace it. The Find function is not compatible with the Asi.Soa.Core.DataContracts.GenericEntityData object, which the FindSingle result was in 2015. Ant ideas how this code can be altered to work in 2017?

I am using IMIS version. 20.2.65.9955. I have a requirement of linking a Multi-Instance table (CLAIM) to [Name] table normally done via [ID],[SEQN]. I have another Multi Instance table (SECCC) ( linked to the Multi-Instance table CLAIM) via [ID],[SEQN],[CLAIM_SEQN] where CLAIM_SEQN is a FK to SEQN in CLAIM. I know that Data Panels cannot handle more than 1 level deep of multi-instance linkage. How can I link the table (SECCC to CLAIM )using the Data Panels provided by RiSE ? Is this possible via some workaround ?

Hi, We have some cart api calls and recently ran into issues where more than one cart is returned. In this particular example, it was an orphaned cart from over a month ago that was the extra, so we know we can filter out older carts based on date updated in our calls. However, is there a more accurate way to tell which cart is the one currently being referenced in our user session when we are logged in to our website? We are mostly asking this question to ensure we are getting the correct cart, especially if you have multiple carts in the same day. Kind regards, Julie

Hello! I'm trying to register and existing Contact using Rise, but I don't see the button that it should exist according to this document [https://docs.imis.com/20.2/Understanding_iMIS_Features/Events/Registering_for_events.htm?Highlight=register%20for%20events] and that would let me select another contact: I'm logged in as administrator, so I guess it's not a permission problem. Thank you

Post to https://{{URL}}/api/queryservice/_execute Body {     "$type":"Asi.Soa.Core.DataContracts.GenericExecuteRequest, Asi.Contracts",     "EntityTypeName":"QueryService",     "OperationName":"FindByPath",     "Parameters":{         "$type":"System.Collections.ObjectModel.Collection`1[[System.Object, mscorlib]], mscorlib",         "$values":[         {             "$type":"System.String",             "$value":"$/Common/Queries/Search/Contact/Last Name"         },         {             "$type":"Asi.Soa.Core.DataContracts.QueryData, Asi.Contracts",             "Criteria":{                 "$type":"Asi.Soa.Core.DataContracts.CriteriaDataCollection, Asi.Contracts",                 "$values":[{                     "$type": "Asi.Soa.Core.DataContracts.CriteriaDataCollection, Asi.Contracts",                     "Operation":3,                     "PropertyName":"LastName",                     "Values":["smith"]                 }]             }         }]    } } Query has optional filter and returns all values even after last name parameter is sent