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createLevel

Category

Metadata modification

Description

Create a level. If successful, the API returns details for the level that has just been created.

Permissions Required To Invoke

Organization Structure

Parameters Required On Request

Credentials


This method's request contains a credentials tag to identify and authorize the calling user. User must have Organization Structure permission to create the level.

This method returns an error if there are unpublished changes.

Request Format

<?xml version='1.0' encoding='UTF-8'?>
<call method="createLevel" callerName="fred">
    <credentials login="sampleuser@company.com" password="my_pwd" />
    <level
       name="New Level Name"
       shortName="NewLvlName"
       parentId="2"
    >
         <attributes>
             <attribute attributeId="20" valueId="199" />
         </attributes>
     </level>
</call>

 

credentials element

Tag Name

credentials

Description

All API calls must contain a single credentials element to identify the user invoking the API. The API call is then performed as this user (any audit trail or history of actions in the system will show that this user performed the action), and therefore the user must have the required permissions to perform the action in order for the API call to succeed.

Attributes of the Element

Attribute Name

Required?

Value

Example

login

Y

The login name of the user invoking the API method. This user must have a role containing the permissions required for the method being invoked.

sampleuser@company.com

password

Y

The password of the user invoking the API method.

my_password

locale

N

Specify the locale to be used to interpret incoming numbers and dates, and to format outgoing numbers and dates (using the proper thousands separator, month names, and date formatting). The locale is also used to specify the language in which any system messages in the response should appear. If not specified, en_US (American English) is used.

fr_FR

instanceCode

N

If the user specified in the credentials has access to more than one instance of Adaptive Planning, this attribute can be used to specify that the user is intending to access an instance other than their default instance. If not specified, the user's default instance will be used. To determine the available instance codes, use the exportInstances API.

MYINSTANCE1

Contents of the Element

(none)

 

level element

Tag Name

level

Description

Specifies a level to create.

Attributes of the Element

parentId

Y

The ID of the level to create this level as a child of.

34

name

Y

The name of the level. The name must be unique.

New Level Name

shortName

N

The short name of the level.

NewLvName

proceed-
WithWarnings

N

Indicates whether the user wants to ignore warning messages and go ahead with the create operation. 0 for no, 1 for yes. If there are warnings and proceedWithWarnings=0, then the level will not be created. Set proceedWithWarnings=1 to create the level when there are warnings.

1

Contents of the Element

One optional attributes element if you want to set one or more level attributes associated with the level.

 

attributes element

Tag Name

attributes

Description

Container for one or more level attribute elements.

Attributes of the Element

Attribute Name

Required?

Value

Example

(none)

Contents of the Element

One or more attribute elements.

attribute element

Tag Name

attribute

Description

Container for one level attribute element.

Attributes of the Element

Attribute Name

Required?

Value

Example

attributeID

Y

The id of the level attribute generated by system.

20

valueID

Y

The unique id of the level attribute value generated by system. If this value is 0 then this attribute is removed from the account.

170

Contents of the Element

(none)

Response Format

<?xml version='1.0' encoding='UTF-8'?>
<response success="true">
   <output>
       <levels>
           <level="41" name="New Level Name" shortName="NewLvlName" currency="USD">
               <attribute attributeId="20" name="Regional Code" valueId="199" value="A-145" />
           </level>
       </levels>
   </output>
</response>

output element

Tag Name

output

Attributes of the Element

(none)

Contents of the Element

A single required level element. This output wrapper is standard on all API responses and encloses the valid output of any successful API call.

levels element

Tag Name

levels

Description

Container for the level element.

Attributes of the Element

(none)

Contents of the Element

One or more level elements. If the request includes inaccessible levels, there will be only one level element, which represents the top level of the organization.

 

level element

Tag Name

level

Description

Represents a single organization level being returned in the response to an exportLevels API call.

Attributes of the Element

Attribute Name

Required?

Value

Example

id

Y

The internal system ID number for the level.

7

name

Y

The name of the level, as it appears on reports and sheets.

Development

currency

Y

The currency code for the currency assigned to this level of the organization. The currency will be one of the configured currencies for the instance, found in the exportActiveCurrencies call.

INR

shortName

N

The abbreviation for the level, if any, as entered in Organization Administration.

Dev

availableStart

N

The start date for the availability of the level for actuals verion, applicable only when the Actuals version is specified in the request. The value can be either a specific month, in the format "MM/YYYY", or the special value "START" indicating the start of the version.

01/2013

availableEnd

N

The end date for the availability of the level for actuals verion, applicable only when the Actuals version is specified in the request. The value can be either a specific month, in the format "MM/YYYY", or the special value "END" indicating the end of the version.

12/2013

isImportable

N

Indicates if the associated level is importable in the specified version. '0' means it is not importable and '1' means it is importable. A level is importable if at least one timeslot in the specified version is importable. isImportable attribute is only emitted if versionName or versionID is specified in the request.

Note: isImportable only indicates that a level is available for import in the specified version, not that the user making the API call has the permission to import into the version or level. Use exportVersions to see which versions are available to the user for import.

1

workflowStatus

N

Emits the workflow status for the associated level. I for "In Progress", S for "Submitted", R for "Rejected", A for "Approved" and L for "Locked". Only included in the response if workflow is enabled for this company, and a planning versionName or versionID is specified in the request. Workflow is not available on actuals versions.

I

isLinked

Y

Indicates whether the level is a linked level. 0 for no, 1 for yes.

1

isElimination

Y

Indicates whether the level is an elimination level. 0 for no, 1 for yes.

0

Contents of the Element

One nested level element for each direct child level of this level.
One attributes element if this level has one or more attributes associated with it.

 

attributes element

Tag Name

attributes

Description

Container for one or more attribute elements.

Attributes of the Element

Attribute Name

Required?

Value

Example

(none)

Contents of the Element

One or more attribute elements.

 

attribute element

Tag Name

attribute

Description

Represents a single non-blank level attribute mapping to which a level is associated.

Attributes of the Element

Attribute Name

Required?

Value

Example

name

Y

The name of the level attribute

Corporate Discount

value

Y

The value of the level attribute associated with the level.

Yes

attributeID

Y

The internal system id number of the level attribute.

20

valueID

Y

The internal system id number of the level attribute value.

188

Contents of the Element

(none)

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