Set-Client

Summary

Updates an existing client.

Set-Client
    -Entry
    -BypassCustomFieldValidation

Returns a client object.

Parameters

Examples

Updates an existing client

# Update an existing client

# A common flow for updating existing data is to first retrieve the data using the GET
# command, update specific fields, and then provide the modified data back using the SET command.

$entry = Get-Client -Id 67

# In this example, we want to update the "Active" system field to false:
$entry.Active = $false

# We also want to update a basic text custom field named "Main Contact Name" to "Cecil Hudson"
$mainContactNameField = $entry.Fields | Where-Object { $_.Label -eq "Main Contact Name" }

# This is a safety check to make sure that a value exists. For example, the value object may
# not exist on a field because the custom field was added after the entry already existed.
if ($null -eq $mainContactNameField.Value) {
  $mainContactNameField.Value = @{}
}

# Here, we update the 'ValueAsString' property of the value because our custom field is a text-
# based field. If this was a whole number, you would use 'ValueAsNumber', a decimal would be
# 'ValueAsDecimal', a yes/no field would be 'ValueAsBoolean', and a date field would be 'ValueAsDate'
$mainContactNameField.Value.ValueAsString = "Cecil Hudson"

# Save the modified client
$data = Set-Client -Entry $entry

# Output some information to help indicate that the client was updated
Write-Output "Client $($data.ClientId) was updated"

# For debug purposes, convert the data to output as JSON so we can see all the fields
Write-Output ""
Write-Output "JSON Results:"

$jsonOutput = $data | ConvertTo-Json -Depth 10

# Output the data
Write-Output $jsonOutput

Client 67 was updated

JSON Results:
{
  "ClientId": 67,
  "Name": "QuantumTech v. CyberInnovate",
  "Reference": "QT00001",
  "Active": false,
  "IsFavorite": false,
  "NumberOfMatters": 0,
  "NumberOfProjects": 0,
  "NumberOfTasks": 0,
  "NumberOfMediaLogEntries": 0,
  "NumberOfVolumes": 0,
  "NumberOfBillingEntries": 0,
  "NumberOfComments": 0,
  "FirstProjectCreatedOnDate": null,
  "LastProjectCreatedOnDate": null,
  "CreatedByFullName": "Max Miller",
  "CreatedById": "25a34a2f-e3d8-4690-88f5-6b399cf88c4c",
  "CreatedOn": "2024-03-05T15:11:14.9089738+00:00",
  "CreatedBy": null,
  "LastUpdatedByFullName": "Max Miller",
  "LastUpdatedById": "25a34a2f-e3d8-4690-88f5-6b399cf88c4c",
  "LastUpdatedOn": "2024-04-17T12:33:05.3342775+00:00",
  "LastUpdatedBy": null,
  "Fields": [
    {
      "FieldId": 10,
      "ObjectId": 1,
      "DataTypeId": 1,
      "DataTypeName": "Basic Text",
      "Label": "Main Contact Name",
      "IsRequired": false,
      "Position": 0,
      "Guid": 1475776072753,
      "IsSystemField": false,
      "IsReferenceValue": false,
      "DefaultValue": null,
      "CopyPreviousValueOnSaveAndNew": false,
      "Value": {
        "ObjectFieldValueId": 2164,
        "ObjectFieldId": 10,
        "ObjectId": 1,
        "PrimaryKeyId": 67,
        "ValueAsString": "Cecil Hudson",
        "ValueAsBoolean": null,
        "ValueAsNumber": null,
        "ValueAsDecimal": null,
        "ValueAsDate": null,
        "ReferenceObject": null
      },
      "ReferenceObject": null
    },
    {
      "FieldId": 14,
      "ObjectId": 1,
      "DataTypeId": 2,
      "DataTypeName": "Rich Text",
      "Label": "Client Address",
      "IsRequired": false,
      "Position": 3,
      "Guid": 1476994440044,
      "IsSystemField": false,
      "IsReferenceValue": false,
      "DefaultValue": null,
      "CopyPreviousValueOnSaveAndNew": false,
      "Value": {
        "ObjectFieldValueId": 2165,
        "ObjectFieldId": 14,
        "ObjectId": 1,
        "PrimaryKeyId": 67,
        "ValueAsString": null,
        "ValueAsBoolean": null,
        "ValueAsNumber": null,
        "ValueAsDecimal": null,
        "ValueAsDate": null,
        "ReferenceObject": null
      },
      "ReferenceObject": null
    },
    {
      "FieldId": 20,
      "ObjectId": 1,
      "DataTypeId": 1,
      "DataTypeName": "Basic Text",
      "Label": "Primary Phone",
      "IsRequired": false,
      "Position": 1,
      "Guid": 1500308933569,
      "IsSystemField": false,
      "IsReferenceValue": false,
      "DefaultValue": null,
      "CopyPreviousValueOnSaveAndNew": false,
      "Value": {
        "ObjectFieldValueId": 2166,
        "ObjectFieldId": 20,
        "ObjectId": 1,
        "PrimaryKeyId": 67,
        "ValueAsString": null,
        "ValueAsBoolean": null,
        "ValueAsNumber": null,
        "ValueAsDecimal": null,
        "ValueAsDate": null,
        "ReferenceObject": null
      },
      "ReferenceObject": null
    },
    {
      "FieldId": 21,
      "ObjectId": 1,
      "DataTypeId": 1,
      "DataTypeName": "Basic Text",
      "Label": "Primary Email",
      "IsRequired": false,
      "Position": 2,
      "Guid": 1500308948435,
      "IsSystemField": false,
      "IsReferenceValue": false,
      "DefaultValue": null,
      "CopyPreviousValueOnSaveAndNew": false,
      "Value": {
        "ObjectFieldValueId": 2167,
        "ObjectFieldId": 21,
        "ObjectId": 1,
        "PrimaryKeyId": 67,
        "ValueAsString": null,
        "ValueAsBoolean": null,
        "ValueAsNumber": null,
        "ValueAsDecimal": null,
        "ValueAsDate": null,
        "ReferenceObject": null
      },
      "ReferenceObject": null
    },
    {
      "FieldId": 27,
      "ObjectId": 1,
      "DataTypeId": 2,
      "DataTypeName": "Rich Text",
      "Label": "Notes and Misc.",
      "IsRequired": false,
      "Position": 4,
      "Guid": 1531172010609,
      "IsSystemField": false,
      "IsReferenceValue": false,
      "DefaultValue": null,
      "CopyPreviousValueOnSaveAndNew": false,
      "Value": {
        "ObjectFieldValueId": 2168,
        "ObjectFieldId": 27,
        "ObjectId": 1,
        "PrimaryKeyId": 67,
        "ValueAsString": null,
        "ValueAsBoolean": null,
        "ValueAsNumber": null,
        "ValueAsDecimal": null,
        "ValueAsDate": null,
        "ReferenceObject": null
      },
      "ReferenceObject": null
    },
    {
      "FieldId": 55,
      "ObjectId": 1,
      "DataTypeId": 10,
      "DataTypeName": "Reference",
      "Label": "User",
      "IsRequired": false,
      "Position": 5,
      "Guid": 2907893454017,
      "IsSystemField": false,
      "IsReferenceValue": false,
      "DefaultValue": null,
      "CopyPreviousValueOnSaveAndNew": false,
      "Value": {
        "ObjectFieldValueId": 2169,
        "ObjectFieldId": 55,
        "ObjectId": 1,
        "PrimaryKeyId": 67,
        "ValueAsString": null,
        "ValueAsBoolean": null,
        "ValueAsNumber": null,
        "ValueAsDecimal": null,
        "ValueAsDate": null,
        "ReferenceObject": {
          "ObjectFieldReferenceObjectInstanceId": 324,
          "ObjectFieldValueId": 2169,
          "ObjectId": 8,
          "Object": null,
          "PrimaryObjectId": 1,
          "PrimaryKeyId": 67,
          "KeyType": "String",
          "DisplayFormat": "%Val%",
          "IsSystemObject": true,
          "Name": null,
          "NumberOfValues": 0,
          "Values": []
        }
      },
      "ReferenceObject": null
    }
  ]
}