Planfix API: contact filters

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Contact filters are set with the following set of parameters:

  • type - numeric identifier of the filter
  • operator - filter operator, one of the values from the list (equal, notequal, gt, lt) different filters may have different available operators.
  • value - filter value, can be a string, number or complex object, depending on the type of filter
  • field - identifier of the custom field, for filters by custom fields
Type Name Operators Value format
12 Creation date
  • equal
  • notequal
  • gt
  • lt

object :

<value>
  <datetype></datetype>
  <datevalue></datevalue>
  <datefrom></datefrom>
  <dateto></dateto>
</value>

datetype accepts the following values:

  • today - today
  • yesterday - yesterday
  • tomorrow - tomorrow
  • thisweek - this week
  • lastweek
  • nextweek
  • thismonth
  • lastmonth
  • nextmonth
  • last - last n days, n is passed in datevalue
  • next - next n days, n is passed in datevalue
  • in - in n days, n is passed in datevalue
  • anotherdate - exact date, date is passed in dd-mm-yyyy format in datefrom
  • anotherperiod - exact period, dates are passed in dd-mm-yyyy format in datefrom and dateto

examples:

<value>
  <datetype>thisweek</datetype>
</value>
<value>
  <datetype>anotherperiod</datetype>
  <datefrom>01-01-2015</datefrom>
  <dateto>01-02-2015</dateto>
</value>
4223 Birth date (considering the year)
4011 Birth date (without considering the year)
4213 Counterparty in tasks with last activity
4219 Counterparty without tasks with last activity
4214 Participates in tasks with last activity
4220 Does not participate in tasks with last activity
4103 Custom field type Date
1 Added by
  • equal
  • notequal
int : employee identifier
2 Supervisor
47 Available to user
48 Can be edited by user
4108 Custom field of Contact type
4109 Custom field of Employee type
4112 Custom field of Group, employee, contact type
4113 Custom field of Employees list type
4006 Is a company
  • equal
int - 1
4007 Is a contact
4010 With access to Planfix
4012 Can be a task participant
4017 Cannot be a task participant
4013 Can be a task counterparty
4018 Cannot be a task counterparty
4201 Counterparty without active tasks
4202 Does not participate in active tasks
4203 Counterparty with active tasks
4204 Participates in active tasks
4205 Counterparty in overdue tasks
4206 Participates in overdue tasks
4001 Contact's first or last name / company name
  • equal
  • notequal
string - contains / does not contain filter
4002 Position
4003 Phone
4004 Address
4005 Email
4221 Additional email
4014 Contact name / Company name
4015 Contact's last name
4101 Custom field of String type
4102 Custom field of Number type
  • equal
  • notequal
  • gt
  • lt
int
4105 Custom field type Checkbox
  • equal
  • notequal
int - 1 / 0
4106 Custom field type List
  • equal
  • notequal
string
4107 Custom field type Directory
  • equal
  • notequal
int - entry identifier
4114 Custom field type Set of directory entries
  • equal
  • notequal
int - entry identifier, for condition by several records - identifiers through ; (semicolon)
4111 Custom field type Set of values
  • equal
  • notequal
string -value, for condition by several values - values through ; (semicolon)
4008 Contact group
  • equal
  • notequal
int - group identifier, can be obtained by method contact.getGroupList
4016 Contact template
  • equal
  • notequal
int - template number, general in response to method contact.getList with target = template


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