Functions/Set-AtwsOpportunity.ps1
#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 Set-AtwsOpportunity { <# .SYNOPSIS This function sets parameters on the Opportunity specified by the -InputObject parameter or pipeline through the use of the Autotask Web Services API. Any property of the Opportunity that is not marked as READ ONLY by Autotask can be speficied with a parameter. You can specify multiple paramters. .DESCRIPTION This function one or more objects of type [Autotask.Opportunity] as input. You can pipe the objects to the function or pass them using the -InputObject parameter. You specify the property you want to set and the value you want to set it to using parameters. The function modifies all objects and updates the online data through the Autotask Web Services API. 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. Entities that have fields that refer to the base entity of this CmdLet: .INPUTS [Autotask.Opportunity[]]. This function takes one or more objects as input. Pipeline is supported. .OUTPUTS Nothing or [Autotask.Opportunity]. This function optionally returns the updated objects if you use the -PassThru parameter. .EXAMPLE Set-AtwsOpportunity -InputObject $Opportunity [-ParameterName] [Parameter value] Passes one or more [Autotask.Opportunity] object(s) as a variable to the function and sets the property by name 'ParameterName' on ALL the objects before they are passed to the Autotask Web Service API and updated. .EXAMPLE $Opportunity | Set-AtwsOpportunity -ParameterName 'Parameter value' Same as the first example, but now the objects are passed to the funtion through the pipeline, not passed as a parameter. The end result is identical. .EXAMPLE Get-AtwsOpportunity -Id 0 | Set-AtwsOpportunity -ParameterName 'Parameter value' Gets the instance with Id 0 directly from the Web Services API, modifies a parameter and updates Autotask. This approach works with all valid parameters for the Get function. .EXAMPLE Get-AtwsOpportunity -Id 0,4,8 | Set-AtwsOpportunity -ParameterName 'Parameter value' Gets multiple instances by Id, modifies them all and updates Autotask. .EXAMPLE $result = Get-AtwsOpportunity -Id 0,4,8 | Set-AtwsOpportunity -ParameterName 'Parameter value' -PassThru Gets multiple instances by Id, modifies them all, updates Autotask and returns the updated objects. .NOTES Related commands: New-AtwsOpportunity Get-AtwsOpportunity #> [CmdLetBinding(SupportsShouldProcess = $true, DefaultParameterSetName='InputObject', ConfirmImpact='Low', HelpURI='https://github.com/ecitsolutions/Autotask/blob/master/Docs/Set-AtwsOpportunity.md')] Param ( # An object that will be modified by any parameters and updated in Autotask [Parameter( ParametersetName = 'Input_Object', ValueFromPipeline = $true )] [ValidateNotNullOrEmpty()] [Autotask.Opportunity[]] $InputObject, # The object.ids of objects that should be modified by any parameters and updated in Autotask [Parameter( ParametersetName = 'By_Id' )] [ValidateNotNullOrEmpty()] [long[]] $Id, # Return any updated objects through the pipeline [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [switch] $PassThru, # User defined fields already setup i Autotask [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Alias('UDF')] [Autotask.UserDefinedField[]] $UserDefinedFields, # AccountObjectID [Parameter( ParametersetName = 'Input_Object' )] [Parameter( Mandatory = $true, ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [ValidateNotNullOrEmpty()] [Nullable[Int]] $AccountID, # NumberOfUsers [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [Nullable[decimal]] $AdvancedField1, # SetupFee [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [Nullable[decimal]] $AdvancedField2, # HourlyCost [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [Nullable[decimal]] $AdvancedField3, # DailyCost [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [Nullable[decimal]] $AdvancedField4, # MonthlyCost [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [Nullable[decimal]] $AdvancedField5, # Amount [Parameter( ParametersetName = 'Input_Object' )] [Parameter( Mandatory = $true, ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [ValidateNotNullOrEmpty()] [Nullable[decimal]] $Amount, # Barriers [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [ValidateLength(0,500)] [string] $Barriers, # Business Division Subdivision ID [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [Nullable[Int]] $BusinessDivisionSubdivisionID, # Closed Date [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [Nullable[datetime]] $ClosedDate, # ContactObjectID [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [Nullable[Int]] $ContactID, # Cost [Parameter( ParametersetName = 'Input_Object' )] [Parameter( Mandatory = $true, ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [ValidateNotNullOrEmpty()] [Nullable[decimal]] $Cost, # CreateDate [Parameter( ParametersetName = 'Input_Object' )] [Parameter( Mandatory = $true, ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [ValidateNotNullOrEmpty()] [Nullable[datetime]] $CreateDate, # Description [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [ValidateLength(0,8000)] [string] $Description, # HelpNeeded [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [ValidateLength(0,500)] [string] $HelpNeeded, # LeadReferralObjectID [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [ArgumentCompleter({ param($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] $LeadReferral, # Loss Reason [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [ArgumentCompleter({ param($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 = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [ValidateLength(0,500)] [string] $LossReasonDetail, # Lost Date [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [Nullable[datetime]] $LostDate, # Market [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [ValidateLength(0,500)] [string] $Market, # Monthly Cost [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [Nullable[decimal]] $MonthlyCost, # Monthly Revenue [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [Nullable[decimal]] $MonthlyRevenue, # NextStep [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [ValidateLength(0,500)] [string] $NextStep, # One-Time Cost [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [Nullable[decimal]] $OnetimeCost, # One-Time Revenue [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [Nullable[decimal]] $OnetimeRevenue, # Opportunity Category ID [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [ArgumentCompleter({ param($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( ParametersetName = 'Input_Object' )] [Parameter( Mandatory = $true, ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [ValidateNotNullOrEmpty()] [Nullable[Int]] $OwnerResourceID, # Primary Competitor [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [ArgumentCompleter({ param($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( ParametersetName = 'Input_Object' )] [Parameter( Mandatory = $true, ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [ValidateNotNullOrEmpty()] [Nullable[Int]] $Probability, # ProductObjectID [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [Nullable[Int]] $ProductID, # ProjClose [Parameter( ParametersetName = 'Input_Object' )] [Parameter( Mandatory = $true, ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [ValidateNotNullOrEmpty()] [Nullable[datetime]] $ProjectedCloseDate, # StartDate [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [Nullable[datetime]] $ProjectedLiveDate, # Promised Fulfillment Date [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [Nullable[datetime]] $PromisedFulfillmentDate, # promotion_name [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [ValidateLength(0,50)] [string] $PromotionName, # Quarterly Cost [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [Nullable[decimal]] $QuarterlyCost, # Quarterly Revenue [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [Nullable[decimal]] $QuarterlyRevenue, # opportunity_rating_id [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [ArgumentCompleter({ param($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, # Revenue Spread [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [Nullable[Int]] $RevenueSpread, # spread_revenue_recognition_unit [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [ArgumentCompleter({ param($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, # Semi-Annual Cost [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [Nullable[decimal]] $SemiannualCost, # Semi-Annual Revenue [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [Nullable[decimal]] $SemiannualRevenue, # StageObjectID [Parameter( ParametersetName = 'Input_Object' )] [Parameter( Mandatory = $true, ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [ValidateNotNullOrEmpty()] [ArgumentCompleter({ param($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( ParametersetName = 'Input_Object' )] [Parameter( Mandatory = $true, ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [ValidateNotNullOrEmpty()] [ArgumentCompleter({ param($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, # ThroughDate [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [Nullable[datetime]] $ThroughDate, # Name [Parameter( ParametersetName = 'Input_Object' )] [Parameter( Mandatory = $true, ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [ValidateNotNullOrEmpty()] [ValidateLength(0,128)] [string] $Title, # Total Amount Months [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [Nullable[Int]] $TotalAmountMonths, # Use Quote Totals [Parameter( ParametersetName = 'Input_Object' )] [Parameter( Mandatory = $true, ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [ValidateNotNullOrEmpty()] [Nullable[boolean]] $UseQuoteTotals, # Win Reason [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [ArgumentCompleter({ param($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 = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [ValidateLength(0,500)] [string] $WinReasonDetail, # Yearly Cost [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [Nullable[decimal]] $YearlyCost, # Yearly Revenue [Parameter( ParametersetName = 'Input_Object' )] [Parameter( ParametersetName = 'By_parameters' )] [Parameter( ParametersetName = 'By_Id' )] [Nullable[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 } $ModifiedObjects = [collections.generic.list[psobject]]::new() } process { # Collect fresh copies of InputObject if passed any IDs # Has to collect in batches, or we are going to get the # dreaded 'too nested SQL' error If ($Id.count -gt 0) { for ($i = 0; $i -lt $Id.count; $i += 200) { $j = $i + 199 if ($j -ge $Id.count) { $j = $Id.count - 1 } # Create a filter with the current batch $Filter = 'Id -eq {0}' -F ($Id[$i .. $j] -join ' -or Id -eq ') $InputObject += Get-AtwsData -Entity $entityName -Filter $Filter } # Remove the ID parameter so we do not try to set it on every object $null = $PSBoundParameters.Remove('id') } $caption = $MyInvocation.MyCommand.Name $verboseDescription = '{0}: About to modify {1} {2}(s). This action cannot be undone.' -F $caption, $InputObject.Count, $entityName $verboseWarning = '{0}: About to modify {1} {2}(s). This action cannot be undone. Do you want to continue?' -F $caption, $InputObject.Count, $entityName if ($PSCmdlet.ShouldProcess($verboseDescription, $verboseWarning, $caption)) { Write-Verbose $verboseDescription # Process parameters and update objects with their values $processObject = $InputObject | Update-AtwsObjectsWithParameters -BoundParameters $PSBoundParameters -EntityName $EntityName try { # If using pipeline this block (process) will run once pr item in the pipeline. make sure to return them all # Force correct type. Makes sure AddRange() works even if it is a single object returned. [collections.generic.list[psobject]]$Data = Set-AtwsData -Entity $processObject $ModifiedObjects.AddRange($Data) } catch { # Write a debug message with detailed information to developers $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 $_.Exception.Message, $_.InvocationInfo.Line, $reason, $_.ScriptStackTrace Write-Debug $message # Pass on the error $PSCmdlet.ThrowTerminatingError($_) return } } } end { Write-Debug ('{0}: End of function, returning {1} {2}(s)' -F $MyInvocation.MyCommand.Name, $ModifiedObjects.count, $entityName) if ($PassThru.IsPresent) { Return [array]$ModifiedObjects } } } |