How to Fetch Recently Viewed Records
Overview
An example in bash script demonstrating how to retrieve recently viewed records using the v11 /recent
REST GET
endpoint.
Authenticating
First, you will need to authenticate to the Sugar API. An example is shown below:
curl -X POST -H Cache-Control:no-cache -H "Content-Type: application/json" -d '{
"grant_type":"password",
"client_id":"sugar",
"client_secret":"",
"username":"admin",
"password":"password",
"platform":"custom_api"
}' https://{site_url}/rest/v11/oauth2/token
More information on authenticating can be found in the How to Authenticate and Log Out example and /oauth2/logout endpoint documentation.
Recently Viewed Records
Next, we will need to identify the records we want to see using the /recent
endpoint. In this case, we are going to request Accounts, Contacts and Leads.
curl -s -X GET -H OAuth-Token:{access_token} -H Cache-Control:no-cache https://{site_url}/rest/v11/recent?module_list=Accounts%2CContacts%2CLeads
More information on the search API can be found in the /recent documentation.
Response
The data received from the server is shown below:
{
"next_offset":-1,
"records":[
{
"my_favorite":false,
"following":false,
"id":"f3951f4d-2d17-7939-c5ec-56fedbb9e92f",
"name":"Talia Knupp",
"date_entered":"2016-04-01T15:34:00-05:00",
"date_modified":"2016-04-06T10:33:24-05:00",
"modified_user_id":"1",
"modified_by_name":"Administrator",
"created_by":"1",
"created_by_name":"Administrator",
"doc_owner":"",
"user_favorites":"",
"description":"",
"deleted":false,
"assigned_user_id":"seed_will_id",
"assigned_user_name":"Will Westin",
"team_count":"",
"team_name":[
{
"id":"East",
"name":"East",
"name_2":"",
"primary":true
},
{
"id":"West",
"name":"West",
"name_2":"",
"primary":false
}
],
"email":[
{
"email_address":"jsmith@sugar.com",
"invalid_email":false,
"opt_out":false,
"primary_address":true,
"reply_to_address":false
},
{
"email_address":"cjsmith@sugar.com",
"invalid_email":false,
"opt_out":false,
"primary_address":false,
"reply_to_address":false
}
],
"email1":"jsmith@sugar.com",
"email2":"cjsmith@sugar.com",
"invalid_email":false,
"email_opt_out":false,
"email_addresses_non_primary":"",
"salutation":"",
"first_name":"Talia",
"last_name":"Knupp",
"full_name":"Talia Knupp",
"title":"Senior Product Manager",
"facebook":"",
"twitter":"",
"googleplus":"",
"department":"",
"do_not_call":false,
"phone_home":"(963) 741-3689",
"phone_mobile":"(600) 831-9872",
"phone_work":"(680) 991-2837",
"phone_other":"",
"phone_fax":"",
"primary_address_street":"111 Silicon Valley Road",
"primary_address_street_2":"",
"primary_address_street_3":"",
"primary_address_city":"Sunnyvale",
"primary_address_state":"NY",
"primary_address_postalcode":"99452",
"primary_address_country":"USA",
"alt_address_street":"",
"alt_address_street_2":"",
"alt_address_street_3":"",
"alt_address_city":"",
"alt_address_state":"",
"alt_address_postalcode":"",
"alt_address_country":"",
"assistant":"",
"assistant_phone":"",
"picture":"",
"converted":false,
"refered_by":"",
"lead_source":"Word of mouth",
"lead_source_description":"",
"status":"In Process",
"status_description":"",
"reports_to_id":"",
"report_to_name":"",
"dnb_principal_id":"",
"account_name":"First National S\/B",
"account_description":"",
"contact_id":"",
"contact_name":"",
"account_id":"",
"opportunity_id":"",
"opportunity_name":"",
"opportunity_amount":"",
"campaign_id":"",
"campaign_name":"",
"c_accept_status_fields":"",
"m_accept_status_fields":"",
"accept_status_id":"",
"accept_status_name":"",
"accept_status_calls":"",
"accept_status_meetings":"",
"webtolead_email1":[
{
"email_address":"jsmith@sugar.com",
"invalid_email":false,
"opt_out":false,
"primary_address":true,
"reply_to_address":false
},
{
"email_address":"cjsmith@sugar.com",
"invalid_email":false,
"opt_out":false,
"primary_address":false,
"reply_to_address":false
}
],
"webtolead_email2":[
{
"email_address":"jsmith@sugar.com",
"invalid_email":false,
"opt_out":false,
"primary_address":true,
"reply_to_address":false
},
{
"email_address":"cjsmith@sugar.com",
"invalid_email":false,
"opt_out":false,
"primary_address":false,
"reply_to_address":false
}
],
"webtolead_email_opt_out":"",
"webtolead_invalid_email":"",
"birthdate":"",
"portal_name":"",
"portal_app":"",
"website":"",
"preferred_language":"",
"mkto_sync":false,
"mkto_id":null,
"mkto_lead_score":null,
"fruits_c":"Apples",
"_acl":{
"fields":{
}
},
"_module":"Leads",
"_last_viewed_date":"2016-04-06T10:33:24-05:00"
},
{
"my_favorite":false,
"following":false,
"id":"e8c641ca-1b8c-74c1-d08d-56fedbdd3187",
"name":"MTM Investment Bank F S B",
"date_entered":"2016-04-01T15:34:00-05:00",
"date_modified":"2016-04-06T10:16:52-05:00",
"modified_user_id":"1",
"modified_by_name":"Administrator",
"created_by":"1",
"created_by_name":"Administrator",
"doc_owner":"",
"user_favorites":"",
"description":"",
"deleted":false,
"assigned_user_id":"seed_will_id",
"assigned_user_name":"Will Westin",
"team_count":"",
"team_name":[
{
"id":"East",
"name":"East",
"name_2":"",
"primary":true
},
{
"id":"West",
"name":"West",
"name_2":"",
"primary":false
}
],
"email":[
{
"email_address":"jsmith@sugar.com",
"invalid_email":false,
"opt_out":false,
"primary_address":true,
"reply_to_address":false
},
{
"email_address":"the60@example.us",
"invalid_email":false,
"opt_out":false,
"primary_address":false,
"reply_to_address":false
}
],
"email1":"jsmith@sugar.com",
"email2":"the60@example.us",
"invalid_email":false,
"email_opt_out":false,
"email_addresses_non_primary":"",
"facebook":"",
"twitter":"",
"googleplus":"",
"account_type":"Customer",
"industry":"a",
"annual_revenue":"",
"phone_fax":"",
"billing_address_street":"67321 West Siam St.",
"billing_address_street_2":"",
"billing_address_street_3":"",
"billing_address_street_4":"",
"billing_address_city":"Alabama",
"billing_address_state":"NY",
"billing_address_postalcode":"52272",
"billing_address_country":"USA",
"rating":"",
"phone_office":"(012) 704-8075",
"phone_alternate":"",
"website":"www.salesqa.it",
"ownership":"",
"employees":"",
"ticker_symbol":"",
"shipping_address_street":"67321 West Siam St.",
"shipping_address_street_2":"",
"shipping_address_street_3":"",
"shipping_address_street_4":"",
"shipping_address_city":"Alabama",
"shipping_address_state":"NY",
"shipping_address_postalcode":"52272",
"shipping_address_country":"USA",
"parent_id":"",
"sic_code":"",
"duns_num":"",
"parent_name":"",
"campaign_id":"",
"campaign_name":"",
"_acl":{
"fields":{
}
},
"_module":"Accounts",
"_last_viewed_date":"2016-04-06T10:16:52-05:00"
},
{
"my_favorite":false,
"following":false,
"id":"f31b2f00-468c-3d35-1e88-56fedbd3921d",
"name":"Kaycee Gibney",
"date_entered":"2016-04-01T15:34:00-05:00",
"date_modified":"2016-04-06T10:16:24-05:00",
"modified_user_id":"1",
"modified_by_name":"Administrator",
"created_by":"1",
"created_by_name":"Administrator",
"doc_owner":"",
"user_favorites":"",
"description":"",
"deleted":false,
"assigned_user_id":"seed_jim_id",
"assigned_user_name":"Jim Brennan",
"team_count":"",
"team_name":[
{
"id":"East",
"name":"East",
"name_2":"",
"primary":true
}
],
"email":[
{
"email_address":"jsmith@sugar.com",
"invalid_email":false,
"opt_out":false,
"primary_address":true,
"reply_to_address":false
},
{
"email_address":"sales.kid.dev@example.info",
"invalid_email":false,
"opt_out":true,
"primary_address":false,
"reply_to_address":false
}
],
"email1":"jsmith@sugar.com",
"email2":"sales.kid.dev@example.info",
"invalid_email":false,
"email_opt_out":false,
"email_addresses_non_primary":"",
"salutation":"",
"first_name":"Kaycee",
"last_name":"Gibney",
"full_name":"Kaycee Gibney",
"title":"Mgr Operations",
"facebook":"",
"twitter":"",
"googleplus":"",
"department":"",
"do_not_call":false,
"phone_home":"(599) 165-2396",
"phone_mobile":"(215) 591-9574",
"phone_work":"(771) 945-3648",
"phone_other":"",
"phone_fax":"",
"primary_address_street":"321 University Ave.",
"primary_address_street_2":"",
"primary_address_street_3":"",
"primary_address_city":"Santa Monica",
"primary_address_state":"NY",
"primary_address_postalcode":"96154",
"primary_address_country":"USA",
"alt_address_street":"",
"alt_address_street_2":"",
"alt_address_street_3":"",
"alt_address_city":"",
"alt_address_state":"",
"alt_address_postalcode":"",
"alt_address_country":"",
"assistant":"",
"assistant_phone":"",
"picture":"",
"email_and_name1":"",
"lead_source":"Existing Customer",
"account_name":"Tracker Com LP",
"account_id":"72ad6f00-e345-1cab-b370-56fedbd23deb",
"dnb_principal_id":"",
"opportunity_role_fields":"",
"opportunity_role_id":"",
"opportunity_role":"",
"reports_to_id":"",
"report_to_name":"",
"birthdate":"",
"portal_name":"KayceeGibney33",
"portal_active":true,
"portal_password":true,
"portal_password1":null,
"portal_app":"",
"preferred_language":"en_us",
"campaign_id":"",
"campaign_name":"",
"c_accept_status_fields":"",
"m_accept_status_fields":"",
"accept_status_id":"",
"accept_status_name":"",
"accept_status_calls":"",
"accept_status_meetings":"",
"sync_contact":false,
"mkto_sync":false,
"mkto_id":null,
"mkto_lead_score":null,
"_acl":{
"fields":{
}
},
"_module":"Contacts",
"_last_viewed_date":"2016-04-06T10:16:24-05:00"
}
]
}
There are 3 records shown above, the _module
field tells you if the record is from Accounts, Contacts or Leads. The _last_viewed_date
tells you when the record was last seen.