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Custom Field Values

If Custom Fields represent the fields themselves, Custom Field Values represent the values in/of those fields. The Custom Field Values object allows you to view, create, update, and delete these values.

Fetching a list of Custom Field Values

Request

Returns all values for the specified set of Custom Fields.

This endpoint has its own rate limit. See the Knowledge Base for more information.

Custom fields are organized into sets, by the objects they store additional information for (Estimate, Project, Group, Resource, Task, or User). Use the subject_type parameter to specify which set of Custom Fields to return values for:

  • Estimate
  • Story (Task)
  • User
  • Workspace (Project)
  • WorkspaceGroup (Group)
  • Resource

Custom field values for archived Projects and Tasks are included in returned values. Values are sorted from less to more recently updated.

Note:

The read_access permission setting on each custom field determines the minimum permission needed to view a custom field and its value.

  • Workspace (Project), Resource, and Story (Task) custom fields are project-specific objects, so their minimum permissions are set at the project level:
    • project_collaboration (default)
    • time_logging
    • financial
    • project_admin

Most account-level permissions supercede project-level permissions. Therefore, Account Administrators are able to view all Project, Resource, and Task custom fields and values across the account, regardless of project participation or read_access settings.

  • Estimate, WorkspaceGroup (Group), and User custom fields are account-wide objects, so their minimum permissions are set at the account level:
    • account_collaboration
    • project_creator
    • project_lead
    • reports_viewer
    • reports_viewer_with_cost
    • account_admin (default)

This endpoint returns structured Custom Field Value objects. As with all Kantata OX API endpoints, the returned data will be referenced in sorted order in the results array and will be indexed by ID in the custom_field_values top-level JSON key. Please see our Response Format section for more information.

Query
subject_typestringrequired

You must specify which set of Custom Fields to return values for:

  • Estimate
  • Story (Task)
  • User
  • Workspace (Project)
  • WorkspaceGroup (Group)
  • Resource

This parameter is required.

created_afterstring, (date-time)

Filter for records created after a specified datetime. The datetime must be in ISO 8601 format.

created_beforestring, (date-time)

Filter for records created before a specified datetime. The datetime must be in ISO 8601 format.

external_reference_external_messagestring

Filter the objects based on the external message of their associated external references. This is an exact match.

external_reference_external_statusstring

Filter by the status of the external object in the external system.

external_reference_service_modelstring

Filter by the type of the external object this external reference belongs to.

external_reference_service_model_refinteger, (int32)

Filter by the id of the external object this external reference belongs to.

external_reference_service_model_refsstring

Filter for objects that correlate to the specified external object IDs. Provide a comma-separated list of up to 200 external IDs.

external_reference_service_namestring

Filter by the name of the provider for integration.

external_reference_statusstring

Filter by the status of the integration, this can be successful or fail.

has_external_referencesboolean

Filter by whether or not the object has external references.

includestring

Any of the below associations can be included in your request by providing the include param, e.g. include=association1,association2.

  • custom_field (CustomField) - Retrieves the custom field the value is for. The response will include custom_field_id, which references the data in the custom_fields top-level key.
  • external_references (ExternalReference) - Includes references to external integrations for this object.
  • selected_choices (CustomFieldChoice) - Retrieves the custom field choice that corresponds to the custom field value. The response will include selected_choice_ids, which references the data in the custom_field_choices top-level key.
  • setter (User) - Retrieves the user that set the custom field value. The response will include setter_id, which references the data in the users top-level key.
  • subject (polymorphic) - Retrieves the object which the custom field value is for. The response will include subject_ref, which references the data in the top-level key specified in the key field of subject_ref. The possible objects are as follows:
  • Estimate
  • Workspace (Project)
  • WorkspaceGroup (Group)
  • Resource
  • Story (Task)
  • User.
onlystring

Allows you to request one or more resources directly by ID. Multiple IDs can be supplied in a comma separated list, like GET /api/v1/workspaces.json?only=5,6,7.

orderstring

Supply order with the name of a valid sort field for the endpoint and a direction.

Valid values: created_at:asc, created_at:desc, subject_id:asc, subject_id:desc, updated_at:asc, and updated_at:desc.

Default:"created_at:asc"
pageinteger, (int32)
Default:1
per_pageinteger, (int32), <= 200
Default:20
updated_afterstring, (date-time)

Filter for records updated after a specified datetime. The datetime must be in ISO 8601 format.

updated_beforestring, (date-time)

Filter for records updated before a specified datetime. The datetime must be in ISO 8601 format.

with_custom_field_idstring

Filters for values of the Custom Field(s) with the specified ID(s). Give multiple Custom Field IDs in a comma-separated list.

with_setter_idstring

Filters for Custom Field Values set by a user with the specified ID(s). Give multiple user IDs in a comma-separated list.

with_subject_idstring

Filters for Custom Field Values associated with the specified ID(s) of an Estimate, Project, Group, Resource, Task, or User. Give multiple IDs in a comma-separated list.

without_external_reference_service_namestring

Exclude by the existence of an external reference with the specified service name.

GET
/custom_field_values
curl -i -X GET \
  'https://api.mavenlink.com/api/v1/custom_field_values?subject_type=string&created_after=2019-08-24T14%3A15%3A22Z&created_before=2019-08-24T14%3A15%3A22Z&external_reference_external_message=string&external_reference_external_status=string&external_reference_service_model=string&external_reference_service_model_ref=0&external_reference_service_model_refs=string&external_reference_service_name=string&external_reference_status=string&has_external_references=true&include=string&only=string&order=created_at%3Aasc&page=1&per_page=20&updated_after=2019-08-24T14%3A15%3A22Z&updated_before=2019-08-24T14%3A15%3A22Z&with_custom_field_id=string&with_setter_id=string&with_subject_id=string&without_external_reference_service_name=string'

Responses

A list of Custom Field Values have been retrieved.

Bodyapplication/json
countinteger, (int32)
metaobject
resultsArray of objects
custom_field_valuesobject
external_referencesobject
custom_fieldsobject
usersobject
custom_field_choicesobject
storiesobject
workspacesobject
workspace_groupsobject
Response
{ "count": 0, "meta": { "count": 0, "page_count": 0, "page_number": 0, "page_size": 0 }, "results": [ { "key": "string", "id": "string" } ], "custom_field_values": { "property1": { "account_id": 0, "can_edit": true, "created_at": "2019-08-24T14:15:22Z", "custom_field_id": "string", "custom_field_name": "string", "display_value": "string", "external_reference_ids": [ "string" ], "selected_choice_ids": [ "string" ], "setter_id": "string", "subject_id": 0, "subject_ref": { "key": "string", "id": "string" }, "subject_type": "string", "type": "string", "updated_at": "2019-08-24T14:15:22Z", "value": "string" }, "property2": { "account_id": 0, "can_edit": true, "created_at": "2019-08-24T14:15:22Z", "custom_field_id": "string", "custom_field_name": "string", "display_value": "string", "external_reference_ids": [ "string" ], "selected_choice_ids": [ "string" ], "setter_id": "string", "subject_id": 0, "subject_ref": { "key": "string", "id": "string" }, "subject_type": "string", "type": "string", "updated_at": "2019-08-24T14:15:22Z", "value": "string" } }, "external_references": { "property1": { "created_at": "2019-08-24T14:15:22Z", "external_link": "string", "external_message": "string", "external_status": "string", "last_synced_at": "2019-08-24T14:15:22Z", "locked": true, "service_model": "string", "service_model_ref": "string", "service_name": "string", "status": "string", "subject_id": 0, "subject_ref": { "key": "string", "id": "string" }, "subject_type": "string", "updated_at": "2019-08-24T14:15:22Z" }, "property2": { "created_at": "2019-08-24T14:15:22Z", "external_link": "string", "external_message": "string", "external_status": "string", "last_synced_at": "2019-08-24T14:15:22Z", "locked": true, "service_model": "string", "service_model_ref": "string", "service_name": "string", "status": "string", "subject_id": 0, "subject_ref": { "key": "string", "id": "string" }, "subject_type": "string", "updated_at": "2019-08-24T14:15:22Z" } }, "custom_fields": { "property1": { "choice_ids": [ "string" ], "created_at": "2019-08-24T14:15:22Z", "creator_id": "string", "custom_field_set_id": "string", "default_text": "string", "external_reference_ids": [ "string" ], "name": "string", "read_access": 0, "unique_constraint": true, "updated_at": "2019-08-24T14:15:22Z", "value_type": "string", "write_access": 0 }, "property2": { "choice_ids": [ "string" ], "created_at": "2019-08-24T14:15:22Z", "creator_id": "string", "custom_field_set_id": "string", "default_text": "string", "external_reference_ids": [ "string" ], "name": "string", "read_access": 0, "unique_constraint": true, "updated_at": "2019-08-24T14:15:22Z", "value_type": "string", "write_access": 0 } }, "users": { "property1": { "abbreviated_timezone": "string", "account_membership_id": "string", "bio": "string", "city": "string", "classification": "string", "country": "string", "custom_field_value_ids": [ "string" ], "email_address": "string", "external_reference_ids": [ "string" ], "full_name": "string", "headline": "string", "last_site_activity": "2019-08-24T14:15:22Z", "manager_id": "string", "photo_path": "string", "role_id": "string", "skill_ids": [ "string" ], "skill_membership_ids": [ "string" ], "state": "string", "website": "string", "work_sample_ids": [ "string" ] }, "property2": { "abbreviated_timezone": "string", "account_membership_id": "string", "bio": "string", "city": "string", "classification": "string", "country": "string", "custom_field_value_ids": [ "string" ], "email_address": "string", "external_reference_ids": [ "string" ], "full_name": "string", "headline": "string", "last_site_activity": "2019-08-24T14:15:22Z", "manager_id": "string", "photo_path": "string", "role_id": "string", "skill_ids": [ "string" ], "skill_membership_ids": [ "string" ], "state": "string", "website": "string", "work_sample_ids": [ "string" ] } }, "custom_field_choices": { "property1": { "created_at": "2019-08-24T14:15:22Z", "custom_field_id": "string", "external_reference_ids": [ "string" ], "label": "string", "position": 0, "updated_at": "2019-08-24T14:15:22Z" }, "property2": { "created_at": "2019-08-24T14:15:22Z", "custom_field_id": "string", "external_reference_ids": [ "string" ], "label": "string", "position": 0, "updated_at": "2019-08-24T14:15:22Z" } }, "stories": { "property1": { "ancestor_ids": [ "string" ], "ancestry_depth": 0, "archived": true, "archived_editable": true, "assigned_role_id": "string", "assignee_ids": [ "string" ], "assignment_timestamped_at": "2019-08-24T14:15:22Z", "attachment_ids": [ "string" ], "billable": true, "budget_estimate_in_cents": 0, "budget_used_in_cents": 0, "can_align_time": true, "can_edit": true, "can_post": true, "created_at": "2019-08-24T14:15:22Z", "creator_id": "string", "current_assignment_ids": [ "string" ], "custom_field_value_ids": [ "string" ], "custom_task_status_id": 0, "deleted_at": "2019-08-24T14:15:22Z", "descendant_ids": [ "string" ], "description": "string", "due_date": "2019-08-24", "external_reference_ids": [ "string" ], "fixed_fee": true, "follower_ids": [ "string" ], "formatted_description": "string", "google_document_ids": [ "string" ], "has_out_of_bounds_sads": true, "invoiced_balance_in_cents": 0, "is_time_trackable_type": true, "logged_billable_time_in_minutes": 0, "logged_nonbillable_time_in_minutes": 0, "parent_id": "string", "parsed_description": "string", "percentage_complete": 0, "position": 0, "potential_workspace_resource_ids": [ "string" ], "potential_workspace_resources_with_unnamed_ids": [ "string" ], "priority": 0, "project_plan": true, "read_only": true, "render_description_markdown": true, "reply_ids": [ "string" ], "root_id": "string", "source_dependency_ids": [ "string" ], "start_date": "2019-08-24", "state": "string", "status": "string", "story_state_change_ids": [ "string" ], "story_task_ids": [ "string" ], "story_type": "string", "sub_stories_billable_time_in_minutes": 0, "sub_stories_budget_estimate_in_cents": 0, "sub_stories_budget_used_in_cents": 0, "sub_stories_time_estimate_in_minutes": 0, "sub_story_count": 0, "sub_story_ids": [ "string" ], "subtree_depth": 0, "tag_ids": [ "string" ], "target_dependency_ids": [ "string" ], "time_estimate_in_minutes": 0, "time_trackable": true, "title": "string", "uninvoiced_balance_in_cents": 0, "updated_at": "2019-08-24T14:15:22Z", "weight": 0, "workspace_id": "string", "workspace_resource_ids": [ "string" ], "workspace_resources_with_unnamed_ids": [ "string" ] }, "property2": { "ancestor_ids": [ "string" ], "ancestry_depth": 0, "archived": true, "archived_editable": true, "assigned_role_id": "string", "assignee_ids": [ "string" ], "assignment_timestamped_at": "2019-08-24T14:15:22Z", "attachment_ids": [ "string" ], "billable": true, "budget_estimate_in_cents": 0, "budget_used_in_cents": 0, "can_align_time": true, "can_edit": true, "can_post": true, "created_at": "2019-08-24T14:15:22Z", "creator_id": "string", "current_assignment_ids": [ "string" ], "custom_field_value_ids": [ "string" ], "custom_task_status_id": 0, "deleted_at": "2019-08-24T14:15:22Z", "descendant_ids": [ "string" ], "description": "string", "due_date": "2019-08-24", "external_reference_ids": [ "string" ], "fixed_fee": true, "follower_ids": [ "string" ], "formatted_description": "string", "google_document_ids": [ "string" ], "has_out_of_bounds_sads": true, "invoiced_balance_in_cents": 0, "is_time_trackable_type": true, "logged_billable_time_in_minutes": 0, "logged_nonbillable_time_in_minutes": 0, "parent_id": "string", "parsed_description": "string", "percentage_complete": 0, "position": 0, "potential_workspace_resource_ids": [ "string" ], "potential_workspace_resources_with_unnamed_ids": [ "string" ], "priority": 0, "project_plan": true, "read_only": true, "render_description_markdown": true, "reply_ids": [ "string" ], "root_id": "string", "source_dependency_ids": [ "string" ], "start_date": "2019-08-24", "state": "string", "status": "string", "story_state_change_ids": [ "string" ], "story_task_ids": [ "string" ], "story_type": "string", "sub_stories_billable_time_in_minutes": 0, "sub_stories_budget_estimate_in_cents": 0, "sub_stories_budget_used_in_cents": 0, "sub_stories_time_estimate_in_minutes": 0, "sub_story_count": 0, "sub_story_ids": [ "string" ], "subtree_depth": 0, "tag_ids": [ "string" ], "target_dependency_ids": [ "string" ], "time_estimate_in_minutes": 0, "time_trackable": true, "title": "string", "uninvoiced_balance_in_cents": 0, "updated_at": "2019-08-24T14:15:22Z", "weight": 0, "workspace_id": "string", "workspace_resource_ids": [ "string" ], "workspace_resources_with_unnamed_ids": [ "string" ] } }, "workspaces": { "property1": { "access_level": "string", "account_color_id": "string", "account_id": 0, "account_insights_mapping_ids": [ "string" ], "actual_fees_includes_additional_line_items": true, "actual_fees_includes_expenses": true, "approver_id": "string", "approver_ids": [ "string" ], "archived": true, "billable_minutes": 0, "billing_milestone_ids": [ "string" ], "budget_remaining": "string", "budget_used": "string", "budget_used_in_cents": 0, "budgeted": true, "can_create_line_items": true, "can_invite": true, "change_orders_enabled": true, "client_lead_name": "string", "client_role_name": "string", "consultant_role_name": "string", "created_at": "2019-08-24T14:15:22Z", "creator_id": "string", "currency": "string", "currency_base_unit": 0, "currency_symbol": "string", "current_status_report_id": "string", "current_user_participation_id": "string", "custom_field_value_ids": [ "string" ], "default_rate": "string", "description": "string", "due_date": "2019-08-24", "effective_due_date": "2019-08-24", "estimated_minutes": 0, "exclude_archived_stories_percent_complete": true, "expenses_in_burn_rate": true, "external_link": { "url": "string", "text": "string" }, "external_reference_ids": [ "string" ], "financial_viewer_ids": [ "string" ], "has_active_expense_report_submissions": true, "has_active_timesheet_submissions": true, "has_budget_access": true, "incoming_email_address": "string", "lock_date": "2019-08-24", "minutes_logged": 0, "next_uncompleted_milestone_id": "string", "non_billable_minutes": 0, "over_budget": true, "participant_ids": [ "string" ], "participation_ids": [ "string" ], "percent_of_budget_used": 0, "percentage_complete": 0, "permissions": { "can_upload_files": true, "can_private_message": true, "can_join": true, "is_participant": true, "access_level": "string", "team_lead": true, "user_is_client": true, "can_change_price": true, "can_change_story_billable": true, "can_post": true, "can_edit": true, "restricted": true, "can_see_financials": true, "is_guest_on_project": true }, "possible_approver_ids": [ "string" ], "posts_require_privacy_decision": true, "price": "string", "price_in_cents": 0, "primary_counterpart_id": "string", "primary_maven_id": "string", "primary_workspace_group_id": "string", "provider_lead_name": "string", "rate_card_id": 0, "require_expense_approvals": true, "require_notes_on_time_entries": true, "require_time_approvals": true, "revenue_recognition_method_id": "string", "revenue_recognition_method_name": "string", "stage": "string", "start_date": "2019-08-24", "status": { "color": "string", "key": "string", "message": "string" }, "status_report_ids": [ "string" ], "stories_are_fixed_fee_by_default": true, "target_margin": 0.1, "task_status_set_id": "string", "task_status_set_name": "string", "task_statuses": [ "string" ], "tasks_default_non_billable": true, "time_trackable": true, "timesheet_submission_ids": [ "string" ], "title": "string", "total_expenses_in_cents": 0, "total_invoiced": "string", "total_minutes_approved": 0, "updated_at": "2019-08-24T14:15:22Z", "workspace_group_ids": [ "string" ], "workspace_invoice_preference_id": 0, "workspace_resource_ids": [ "string" ], "workspace_resources_with_unnamed_ids": [ "string" ] }, "property2": { "access_level": "string", "account_color_id": "string", "account_id": 0, "account_insights_mapping_ids": [ "string" ], "actual_fees_includes_additional_line_items": true, "actual_fees_includes_expenses": true, "approver_id": "string", "approver_ids": [ "string" ], "archived": true, "billable_minutes": 0, "billing_milestone_ids": [ "string" ], "budget_remaining": "string", "budget_used": "string", "budget_used_in_cents": 0, "budgeted": true, "can_create_line_items": true, "can_invite": true, "change_orders_enabled": true, "client_lead_name": "string", "client_role_name": "string", "consultant_role_name": "string", "created_at": "2019-08-24T14:15:22Z", "creator_id": "string", "currency": "string", "currency_base_unit": 0, "currency_symbol": "string", "current_status_report_id": "string", "current_user_participation_id": "string", "custom_field_value_ids": [ "string" ], "default_rate": "string", "description": "string", "due_date": "2019-08-24", "effective_due_date": "2019-08-24", "estimated_minutes": 0, "exclude_archived_stories_percent_complete": true, "expenses_in_burn_rate": true, "external_link": { "url": "string", "text": "string" }, "external_reference_ids": [ "string" ], "financial_viewer_ids": [ "string" ], "has_active_expense_report_submissions": true, "has_active_timesheet_submissions": true, "has_budget_access": true, "incoming_email_address": "string", "lock_date": "2019-08-24", "minutes_logged": 0, "next_uncompleted_milestone_id": "string", "non_billable_minutes": 0, "over_budget": true, "participant_ids": [ "string" ], "participation_ids": [ "string" ], "percent_of_budget_used": 0, "percentage_complete": 0, "permissions": { "can_upload_files": true, "can_private_message": true, "can_join": true, "is_participant": true, "access_level": "string", "team_lead": true, "user_is_client": true, "can_change_price": true, "can_change_story_billable": true, "can_post": true, "can_edit": true, "restricted": true, "can_see_financials": true, "is_guest_on_project": true }, "possible_approver_ids": [ "string" ], "posts_require_privacy_decision": true, "price": "string", "price_in_cents": 0, "primary_counterpart_id": "string", "primary_maven_id": "string", "primary_workspace_group_id": "string", "provider_lead_name": "string", "rate_card_id": 0, "require_expense_approvals": true, "require_notes_on_time_entries": true, "require_time_approvals": true, "revenue_recognition_method_id": "string", "revenue_recognition_method_name": "string", "stage": "string", "start_date": "2019-08-24", "status": { "color": "string", "key": "string", "message": "string" }, "status_report_ids": [ "string" ], "stories_are_fixed_fee_by_default": true, "target_margin": 0.1, "task_status_set_id": "string", "task_status_set_name": "string", "task_statuses": [ "string" ], "tasks_default_non_billable": true, "time_trackable": true, "timesheet_submission_ids": [ "string" ], "title": "string", "total_expenses_in_cents": 0, "total_invoiced": "string", "total_minutes_approved": 0, "updated_at": "2019-08-24T14:15:22Z", "workspace_group_ids": [ "string" ], "workspace_invoice_preference_id": 0, "workspace_resource_ids": [ "string" ], "workspace_resources_with_unnamed_ids": [ "string" ] } }, "workspace_groups": { "property1": { "address": "string", "company": true, "contact_name": "string", "created_at": "2019-08-24T14:15:22Z", "email": "string", "external_reference_ids": [ "string" ], "name": "string", "notes": "string", "phone_number": "string", "rate_card_set_ids": [ "string" ], "updated_at": "2019-08-24T14:15:22Z", "website": "string", "workspace_ids": [ "string" ] }, "property2": { "address": "string", "company": true, "contact_name": "string", "created_at": "2019-08-24T14:15:22Z", "email": "string", "external_reference_ids": [ "string" ], "name": "string", "notes": "string", "phone_number": "string", "rate_card_set_ids": [ "string" ], "updated_at": "2019-08-24T14:15:22Z", "website": "string", "workspace_ids": [ "string" ] } } }