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The information in this document is currently in BETA and subject to change.

 

The Participants resource is one the central resources in the Actionstep system. Many other resources reference it and there are a large number of resources that extend this base resource. Participants server as the base contact record for general Contacts, Action Participants, System Users and Divisions.

 

Resource Properties
Scope Parameterparticipants
Location/participants
MethodsGET
Default Page Size50
Max Page Size200
Default IncludesNone


Resource Atributes
FieldDescriptionFormatRequiredField TypeNotes
displayNameThe participants name formatted as defined by the Display Name Format global preference.stringtruedefault 
isCompanyDefines the participant as either a Company or Individual.booleantruedefault 
companyNameThe name of the company if the participant is a Company, or the name of the employer if the participant is an Individual.stringfalsedefault 
salutationThe Individual's prefix.stringfalsedefault 
firstNameThe Individual's first name.string*defaultIf isCompany === false then this field is required.
middleNameThe Individual's middle name.stringfalsedefault 
lastNameThe Individual's last name.string*defaultIf isCompany === false then this field is required.
suffixThe Individual's suffix.stringfalsedefault 
preferredNameThe Individual's preferred name.stringfalseadditional 
physicalAddressLine1The primary field for the physical address of the participant.stringfalsedefault 
physicalAddressLine2An optional secondary address field for the physical address.stringfalsedefault 
physicalCityThe city portion of the physical address.stringfalsedefault 
physicalStateProvinceThe state or province portion of the physical address.stringfalsedefault 
physicalPostCodeThe postcode or zip code portion of the physical address.stringfalsedefault 
mailingAddressLine1The primary field for the mailing address of the participant.stringfalseadditional 
mailingAddressLine2An optional secondary address field for the mailing address.stringfalseadditional 
mailingCityThe city portion of the mailing address.stringfalseadditional 
mailingStateProvinceThe state or province portion of the mailing address.stringfalseadditional 
mailingPostCodeThe postcode or zip code portion of the mailing address.stringfalseadditional 
phone1LabelA description of the primary phone number.stringfalsedefault 
phone1CountryThe country portion of the primary phone number.stringfalsedefault 
phone1AreaThe area code portion of the primary phone number.stringfalsedefault 
phone1NumberThe number portion of the primary phone number.stringfalsedefault 
phone1NotesA notes field for the primary phone number.stringfalsedefault 
phone2LabelA description of the secondary phone number.stringfalseadditional 
phone2CountryThe country portion of the secondary phone number.stringfalseadditional 
phone2AreaThe area code portion of the secondary phone number.stringfalseadditional 
phone2NumberThe number portion of the secondary phone number.stringfalseadditional 
phone2NotesA notes field for the secondary phone number.stringfalseadditional 
phone3LabelA description of the tertiary phone number.stringfalseadditional 
phone3CountryThe country portion of the tertiary phone number.stringfalseadditional 
phone3AreaThe area code portion of the tertiary phone number.stringfalseadditional 
phone3NumberThe number portion of the tertiary phone number.stringfalseadditional 
phone3NotesA notes field for the tertiary phone number.stringfalseadditional 
phone4LabelA description of the quaternary phone number.stringfalseadditional 
phone4CountryThe country portion of the quaternary phone number.stringfalseadditional 
phone4AreaThe area code portion of the quaternary phone number.stringfalseadditional 
phone4NumberThe number portion of the quaternary phone number.stringfalseadditional 
phone4NotesA notes field for the quaternary phone number.stringfalseadditional 
faxThe participant's fax number.stringfalseadditional 
smsThe number to use for SMS.stringfalseadditional 
emailThe participant's email address.stringfalsedefault 
websiteThe participant's web address.stringfalseadditional 
occupationThe participant's occupation.stringfalseadditional 
taxNumberThe tax number for the Company or Individual. Uses the Tax Number Alias on the Base Participant Type to determine what type of tax this is.stringfalseadditional 
birthTimestampThe Individual's Date of Birth.timestampfalsedefault 
deathTimestampThe Individual's Date of Death.timestampfalseadditional 
maritalStatusThe marital status of the Individual.stringfalsedefault 
genderThe gender of the Individual.stringtruedefault 
modifiedTimestampTimestamp when the record was last modified.timestampfalseadditional 
createdTimestampTimestamp when the record was created.timestampfalseadditional 
baseParticipantTypeThe base Participant Type for this resource.stringtruelinkMay only have one base type.
physicalCountryThe associated Countries resource for the country portion of the physical address.stringfalselink 
mailingCountryThe associated Countries resource for the country portion of the mailing address.stringfalselink 
divisionThe associated Divisions resource for the participant.stringtruelink 
billingPreferenceThe associated Billingpreference resource of the participant.stringfalselinkNot Yet Implemented

 

Link Templates
IdentifierResourceLocation Template
participants.physicalCountrycountries/countries/{participants.physicalCountry}
participants.mailingCountrycountries/countries/{participants.mailingCountry}
participants.divisiondivisions/divisions/{participants.division}
participants.billingPreferencebillingPreferences/billingPreferences/{participants.billingPreference}
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