Functions/New-AtwsOpportunity.ps1
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#Requires -Version 5.0 <# .COPYRIGHT Copyright (c) Hugo Klemmestad. All rights reserved. Licensed under the MIT license. See https://github.com/ecitsolutions/Autotask/blob/master/LICENSE.md for license information. #> Function New-AtwsOpportunity { <# .SYNOPSIS This function creates a new Opportunity through the Autotask Web Services API. All required properties are marked as required parameters to assist you on the command line. .DESCRIPTION The function supports all properties of an [Autotask.Opportunity] that can be updated through the Web Services API. The function uses PowerShell parameter validation and supports IntelliSense for selecting picklist values. Any required paramterer is marked as Mandatory in the PowerShell function to assist you on the command line. If you need very complicated queries you can write a filter directly and pass it using the -Filter parameter. To get the Opportunity with Id number 0 you could write 'New-AtwsOpportunity -Id 0' or you could write 'New-AtwsOpportunity -Filter {Id -eq 0}. 'New-AtwsOpportunity -Id 0,4' could be written as 'New-AtwsOpportunity -Filter {id -eq 0 -or id -eq 4}'. For simple queries you can see that using parameters is much easier than the -Filter option. But the -Filter option supports an arbitrary sequence of most operators (-eq, -ne, -gt, -ge, -lt, -le, -and, -or, -beginswith, -endswith, -contains, -like, -notlike, -soundslike, -isnotnull, -isnull, -isthisday). As you can group them using parenthesis '()' you can write arbitrarily complex queries with -Filter. To create a new Opportunity you need the following required fields: -AccountID -Stage -OwnerResourceID -Title -Status -ProjectedCloseDate -Probability -Amount -Cost -UseQuoteTotals -CreateDate Entities that have fields that refer to the base entity of this CmdLet: .INPUTS Nothing. This function only takes parameters. .OUTPUTS [Autotask.Opportunity]. This function outputs the Autotask.Opportunity that was created by the API. .EXAMPLE $result = New-AtwsOpportunity -AccountID [Value] -Stage [Value] -OwnerResourceID [Value] -Title [Value] -Status [Value] -ProjectedCloseDate [Value] -Probability [Value] -Amount [Value] -Cost [Value] -UseQuoteTotals [Value] -CreateDate [Value] Creates a new [Autotask.Opportunity] through the Web Services API and returns the new object. .EXAMPLE $result = Get-AtwsOpportunity -Id 124 | New-AtwsOpportunity Copies [Autotask.Opportunity] by Id 124 to a new object through the Web Services API and returns the new object. .EXAMPLE Get-AtwsOpportunity -Id 124 | New-AtwsOpportunity | Set-AtwsOpportunity -ParameterName 'Parameter Value' Copies [Autotask.Opportunity] by Id 124 to a new object through the Web Services API, passes the new object to the Set-AtwsOpportunity to modify the object. .EXAMPLE $result = Get-AtwsOpportunity -Id 124 | New-AtwsOpportunity | Set-AtwsOpportunity -ParameterName 'Parameter Value' -Passthru Copies [Autotask.Opportunity] by Id 124 to a new object through the Web Services API, passes the new object to the Set-AtwsOpportunity to modify the object and returns the new object. .NOTES Related commands: Get-AtwsOpportunity Set-AtwsOpportunity #> [CmdLetBinding(SupportsShouldProcess = $true, DefaultParameterSetName='By_parameters', ConfirmImpact='Low', HelpURI='https://github.com/ecitsolutions/Autotask/blob/master/Docs/New-AtwsOpportunity.md')] Param ( # An array of objects to create [Parameter( ParametersetName = 'Input_Object', ValueFromPipeline = $true )] [ValidateNotNullOrEmpty()] [Autotask.Opportunity[]] $InputObject, # User defined fields already setup i Autotask [Parameter( ParametersetName = 'By_parameters' )] [Alias('UDF')] [ValidateNotNullOrEmpty()] [Autotask.UserDefinedField[]] $UserDefinedFields, # AccountObjectID [Parameter( Mandatory = $true, ParametersetName = 'By_parameters' )] [ValidateNotNullOrEmpty()] [Int] $AccountID, # NumberOfUsers [Parameter( ParametersetName = 'By_parameters' )] [decimal] $AdvancedField1, # SetupFee [Parameter( ParametersetName = 'By_parameters' )] [decimal] $AdvancedField2, # HourlyCost [Parameter( ParametersetName = 'By_parameters' )] [decimal] $AdvancedField3, # DailyCost [Parameter( ParametersetName = 'By_parameters' )] [decimal] $AdvancedField4, # MonthlyCost [Parameter( ParametersetName = 'By_parameters' )] [decimal] $AdvancedField5, # Amount [Parameter( Mandatory = $true, ParametersetName = 'By_parameters' )] [ValidateNotNullOrEmpty()] [decimal] $Amount, # Assessment Score [Parameter( ParametersetName = 'By_parameters' )] [double] $AssessmentScore, # Barriers [Parameter( ParametersetName = 'By_parameters' )] [ValidateLength(0,500)] [string] $Barriers, # Business Division Subdivision ID [Parameter( ParametersetName = 'By_parameters' )] [Int] $BusinessDivisionSubdivisionID, # Closed Date [Parameter( ParametersetName = 'By_parameters' )] [datetime] $ClosedDate, # ContactObjectID [Parameter( ParametersetName = 'By_parameters' )] [Int] $ContactID, # Cost [Parameter( Mandatory = $true, ParametersetName = 'By_parameters' )] [ValidateNotNullOrEmpty()] [decimal] $Cost, # CreateDate [Parameter( Mandatory = $true, ParametersetName = 'By_parameters' )] [ValidateNotNullOrEmpty()] [datetime] $CreateDate, # Creator Resource ID [Parameter( ParametersetName = 'By_parameters' )] [Int] $CreatorResourceID, # Date Stamp [Parameter( ParametersetName = 'By_parameters' )] [datetime] $DateStamp, # Description [Parameter( ParametersetName = 'By_parameters' )] [ValidateLength(0,8000)] [string] $Description, # HelpNeeded [Parameter( ParametersetName = 'By_parameters' )] [ValidateLength(0,500)] [string] $HelpNeeded, # Impersonator Creator Resource ID [Parameter( ParametersetName = 'By_parameters' )] [Int] $ImpersonatorCreatorResourceID, # Last Activity [Parameter( ParametersetName = 'By_parameters' )] [datetime] $LastActivity, # LeadReferralObjectID [Parameter( ParametersetName = 'By_parameters' )] [ArgumentCompleter({ param($Cmd, $Param, $Word, $Ast, $FakeBound) Get-AtwsPicklistValue -Entity Opportunity -FieldName LeadReferral -Label -Quoted })] [ValidateScript({ $set = (Get-AtwsPicklistValue -Entity Opportunity -FieldName LeadReferral -Label) + (Get-AtwsPicklistValue -Entity Opportunity -FieldName LeadReferral -Value) if ($_ -in $set) { return $true} else { Write-Warning ('{0} is not one of {1}' -f $_, ($set -join ', ')) Return $false } })] [string] $LeadReferral, # Loss Reason [Parameter( ParametersetName = 'By_parameters' )] [ArgumentCompleter({ param($Cmd, $Param, $Word, $Ast, $FakeBound) Get-AtwsPicklistValue -Entity Opportunity -FieldName LossReason -Label -Quoted })] [ValidateScript({ $set = (Get-AtwsPicklistValue -Entity Opportunity -FieldName LossReason -Label) + (Get-AtwsPicklistValue -Entity Opportunity -FieldName LossReason -Value) if ($_ -in $set) { return $true} else { Write-Warning ('{0} is not one of {1}' -f $_, ($set -join ', ')) Return $false } })] [string] $LossReason, # Loss Reason Detail [Parameter( ParametersetName = 'By_parameters' )] [ValidateLength(0,500)] [string] $LossReasonDetail, # Lost Date [Parameter( ParametersetName = 'By_parameters' )] [datetime] $LostDate, # Market [Parameter( ParametersetName = 'By_parameters' )] [ValidateLength(0,500)] [string] $Market, # Monthly Cost [Parameter( ParametersetName = 'By_parameters' )] [decimal] $MonthlyCost, # Monthly Revenue [Parameter( ParametersetName = 'By_parameters' )] [decimal] $MonthlyRevenue, # NextStep [Parameter( ParametersetName = 'By_parameters' )] [ValidateLength(0,500)] [string] $NextStep, # One-Time Cost [Parameter( ParametersetName = 'By_parameters' )] [decimal] $OnetimeCost, # One-Time Revenue [Parameter( ParametersetName = 'By_parameters' )] [decimal] $OnetimeRevenue, # Opportunity Category ID [Parameter( ParametersetName = 'By_parameters' )] [ArgumentCompleter({ param($Cmd, $Param, $Word, $Ast, $FakeBound) Get-AtwsPicklistValue -Entity Opportunity -FieldName OpportunityCategoryID -Label -Quoted })] [ValidateScript({ $set = (Get-AtwsPicklistValue -Entity Opportunity -FieldName OpportunityCategoryID -Label) + (Get-AtwsPicklistValue -Entity Opportunity -FieldName OpportunityCategoryID -Value) if ($_ -in $set) { return $true} else { Write-Warning ('{0} is not one of {1}' -f $_, ($set -join ', ')) Return $false } })] [string] $OpportunityCategoryID, # CreatorObjectID [Parameter( Mandatory = $true, ParametersetName = 'By_parameters' )] [ValidateNotNullOrEmpty()] [Int] $OwnerResourceID, # Primary Competitor [Parameter( ParametersetName = 'By_parameters' )] [ArgumentCompleter({ param($Cmd, $Param, $Word, $Ast, $FakeBound) Get-AtwsPicklistValue -Entity Opportunity -FieldName PrimaryCompetitor -Label -Quoted })] [ValidateScript({ $set = (Get-AtwsPicklistValue -Entity Opportunity -FieldName PrimaryCompetitor -Label) + (Get-AtwsPicklistValue -Entity Opportunity -FieldName PrimaryCompetitor -Value) if ($_ -in $set) { return $true} else { Write-Warning ('{0} is not one of {1}' -f $_, ($set -join ', ')) Return $false } })] [string] $PrimaryCompetitor, # Probability [Parameter( Mandatory = $true, ParametersetName = 'By_parameters' )] [ValidateNotNullOrEmpty()] [Int] $Probability, # ProductObjectID [Parameter( ParametersetName = 'By_parameters' )] [Int] $ProductID, # ProjClose [Parameter( Mandatory = $true, ParametersetName = 'By_parameters' )] [ValidateNotNullOrEmpty()] [datetime] $ProjectedCloseDate, # StartDate [Parameter( ParametersetName = 'By_parameters' )] [datetime] $ProjectedLiveDate, # Promised Fulfillment Date [Parameter( ParametersetName = 'By_parameters' )] [datetime] $PromisedFulfillmentDate, # promotion_name [Parameter( ParametersetName = 'By_parameters' )] [ValidateLength(0,50)] [string] $PromotionName, # Quarterly Cost [Parameter( ParametersetName = 'By_parameters' )] [decimal] $QuarterlyCost, # Quarterly Revenue [Parameter( ParametersetName = 'By_parameters' )] [decimal] $QuarterlyRevenue, # opportunity_rating_id [Parameter( ParametersetName = 'By_parameters' )] [ArgumentCompleter({ param($Cmd, $Param, $Word, $Ast, $FakeBound) Get-AtwsPicklistValue -Entity Opportunity -FieldName Rating -Label -Quoted })] [ValidateScript({ $set = (Get-AtwsPicklistValue -Entity Opportunity -FieldName Rating -Label) + (Get-AtwsPicklistValue -Entity Opportunity -FieldName Rating -Value) if ($_ -in $set) { return $true} else { Write-Warning ('{0} is not one of {1}' -f $_, ($set -join ', ')) Return $false } })] [string] $Rating, # Relationship Assessment Score [Parameter( ParametersetName = 'By_parameters' )] [double] $RelationshipAssessmentScore, # Revenue Spread [Parameter( ParametersetName = 'By_parameters' )] [Int] $RevenueSpread, # spread_revenue_recognition_unit [Parameter( ParametersetName = 'By_parameters' )] [ArgumentCompleter({ param($Cmd, $Param, $Word, $Ast, $FakeBound) Get-AtwsPicklistValue -Entity Opportunity -FieldName RevenueSpreadUnit -Label -Quoted })] [ValidateScript({ $set = (Get-AtwsPicklistValue -Entity Opportunity -FieldName RevenueSpreadUnit -Label) + (Get-AtwsPicklistValue -Entity Opportunity -FieldName RevenueSpreadUnit -Value) if ($_ -in $set) { return $true} else { Write-Warning ('{0} is not one of {1}' -f $_, ($set -join ', ')) Return $false } })] [string] $RevenueSpreadUnit, # Sales Order ID [Parameter( ParametersetName = 'By_parameters' )] [Int] $SalesOrderID, # Sales Process Percent Complete [Parameter( ParametersetName = 'By_parameters' )] [decimal] $SalesProcessPercentComplete, # Semi-Annual Cost [Parameter( ParametersetName = 'By_parameters' )] [decimal] $SemiannualCost, # Semi-Annual Revenue [Parameter( ParametersetName = 'By_parameters' )] [decimal] $SemiannualRevenue, # StageObjectID [Parameter( Mandatory = $true, ParametersetName = 'By_parameters' )] [ValidateNotNullOrEmpty()] [ArgumentCompleter({ param($Cmd, $Param, $Word, $Ast, $FakeBound) Get-AtwsPicklistValue -Entity Opportunity -FieldName Stage -Label -Quoted })] [ValidateScript({ $set = (Get-AtwsPicklistValue -Entity Opportunity -FieldName Stage -Label) + (Get-AtwsPicklistValue -Entity Opportunity -FieldName Stage -Value) if ($_ -in $set) { return $true} else { Write-Warning ('{0} is not one of {1}' -f $_, ($set -join ', ')) Return $false } })] [string] $Stage, # Status [Parameter( Mandatory = $true, ParametersetName = 'By_parameters' )] [ValidateNotNullOrEmpty()] [ArgumentCompleter({ param($Cmd, $Param, $Word, $Ast, $FakeBound) Get-AtwsPicklistValue -Entity Opportunity -FieldName Status -Label -Quoted })] [ValidateScript({ $set = (Get-AtwsPicklistValue -Entity Opportunity -FieldName Status -Label) + (Get-AtwsPicklistValue -Entity Opportunity -FieldName Status -Value) if ($_ -in $set) { return $true} else { Write-Warning ('{0} is not one of {1}' -f $_, ($set -join ', ')) Return $false } })] [string] $Status, # Technical Assessment Score [Parameter( ParametersetName = 'By_parameters' )] [double] $TechnicalAssessmentScore, # ThroughDate [Parameter( ParametersetName = 'By_parameters' )] [datetime] $ThroughDate, # Name [Parameter( Mandatory = $true, ParametersetName = 'By_parameters' )] [ValidateNotNullOrEmpty()] [ValidateLength(0,128)] [string] $Title, # Total Amount Months [Parameter( ParametersetName = 'By_parameters' )] [Int] $TotalAmountMonths, # Use Quote Totals [Parameter( Mandatory = $true, ParametersetName = 'By_parameters' )] [ValidateNotNullOrEmpty()] [boolean] $UseQuoteTotals, # Win Reason [Parameter( ParametersetName = 'By_parameters' )] [ArgumentCompleter({ param($Cmd, $Param, $Word, $Ast, $FakeBound) Get-AtwsPicklistValue -Entity Opportunity -FieldName WinReason -Label -Quoted })] [ValidateScript({ $set = (Get-AtwsPicklistValue -Entity Opportunity -FieldName WinReason -Label) + (Get-AtwsPicklistValue -Entity Opportunity -FieldName WinReason -Value) if ($_ -in $set) { return $true} else { Write-Warning ('{0} is not one of {1}' -f $_, ($set -join ', ')) Return $false } })] [string] $WinReason, # Win Reason Detail [Parameter( ParametersetName = 'By_parameters' )] [ValidateLength(0,500)] [string] $WinReasonDetail, # Yearly Cost [Parameter( ParametersetName = 'By_parameters' )] [decimal] $YearlyCost, # Yearly Revenue [Parameter( ParametersetName = 'By_parameters' )] [decimal] $YearlyRevenue ) begin { $entityName = 'Opportunity' # Enable modern -Debug behavior if ($PSCmdlet.MyInvocation.BoundParameters['Debug'].IsPresent) { $DebugPreference = 'Continue' } else { # Respect configured preference $DebugPreference = $Script:Atws.Configuration.DebugPref } Write-Debug ('{0}: Begin of function' -F $MyInvocation.MyCommand.Name) if (!($PSCmdlet.MyInvocation.BoundParameters['Verbose'].IsPresent)) { # No local override of central preference. Load central preference $VerbosePreference = $Script:Atws.Configuration.VerbosePref } $processObject = [collections.generic.list[psobject]]::new() $result = [collections.generic.list[psobject]]::new() } process { if ($InputObject) { Write-Verbose -Message ('{0}: Copy Object mode: Setting ID property to zero' -F $MyInvocation.MyCommand.Name) # Copy the input array to the processObject collection if ($InputObject.count -gt 1) { [collections.generic.list[psobject]]$processObject = $InputObject } else { $processObject.add($InputObject[0]) } # If any objects has the ID property set to a value, the sum of all IDs will be larger than zero $sum = ($processObject | Measure-Object -Property Id -Sum).Sum # If $sum has value we must reset object IDs or we will modify existing objects, not create new ones if ($sum -gt 0) { foreach ($object in $processObject) { $object.Id = $null } } } else { Write-Debug -Message ('{0}: Creating empty [Autotask.{1}]' -F $MyInvocation.MyCommand.Name, $entityName) $processObject.add((New-Object -TypeName Autotask.$entityName)) } # Prepare shouldProcess comments $caption = $MyInvocation.MyCommand.Name $verboseDescription = '{0}: About to create {1} {2}(s). This action cannot be undone.' -F $caption, $processObject.Count, $entityName $verboseWarning = '{0}: About to create {1} {2}(s). This action may not be undoable. Do you want to continue?' -F $caption, $processObject.Count, $entityName # Lets don't and say we did! if ($PSCmdlet.ShouldProcess($verboseDescription, $verboseWarning, $caption)) { # Process parameters and update objects with their values $processObject = $processObject | Update-AtwsObjectsWithParameters -BoundParameters $PSBoundParameters -EntityName $EntityName try { # Force list even if result is only 1 object to be compatible with addrange() [collections.generic.list[psobject]]$response = Set-AtwsData -Entity $processObject -Create } catch { # Write a debug message with detailed information to developers $ex = $_.Exception $reason = ("{0}: {1}" -f $_.CategoryInfo.Category, $_.CategoryInfo.Reason) $message = "{2}: {0}`r`n`r`nLine:{1}`r`n`r`nScript stacktrace:`r`n{3}" -f $ex.Message, $_.InvocationInfo.Line, $reason, $_.ScriptStackTrace while ($ex.InnerException) { $ex = $ex.InnerException $message = "InnerException: {0}`n{1}" -F $ex.Message, $message } Write-Debug $message # Pass on the error $PSCmdlet.ThrowTerminatingError($_) return } # If using pipeline this block (process) will run once pr item in the pipeline. make sure to return them all if ($response.Count -gt 0) { $result.AddRange($response) } } } end { Write-Debug -Message ('{0}: End of function, returning {1} {2}(s)' -F $MyInvocation.MyCommand.Name, $result.count, $entityName) Return [array]$result } } |