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exportVersions

Category

Metadata retrieval

Description

Once verified, the method returns an XML document describing the set of all versions defined in the instance which are not hidden from the requesting user.

Permissions Required To Invoke

None (must be valid credentials for the instance)

Parameters Required On Request

Credentials

This method's request contains only a credentials tag to identify and authorize the calling user. Once verified, the method returns an XML document describing the set of all versions defined in the instance which are not hidden from the requesting user.

Request Format

<?xml version='1.0' encoding='UTF-8'?>
<call method="exportVersions" callerName="a string that identifies your client application">
    <credentials login="sampleuser@company.com" password="my_pwd"/>
    <include rootActuals="false" />
</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)

 

include element

Tag Name

include

Description

Represents a set of flags indicating what aspects of the version' information should be included or excluded from the response. This element is optional: if not present, the API will return all version information.

Attributes of the Element

Attribute Name

Required?

Value

Example

rootActuals

N

Indicates whether the root actuals version should be included when actuals are hidden from the version selector.

false

Contents of the Element

(none)

Response Format

<?xml version='1.0' encoding='UTF-8'?>
<response success="true">
<output>
   <versions>
     <version id="1" name="Actuals" shortName="" type="ACTUALS" description="Total Actuals" isDefaultVersion="false"
              isLocked="false" hasAuditTrail="false" isImportable="0"
              startVer="2012" completedValuesThru="03/2012"
              startScroll="01/2012" endVer="2016" lockLeading="" >
       <version id="5" name="Adjusted Actuals" shortName="SV-13" type="ACTUALS" description="Actuals SubVersion" isDefaultVersion="false"
                isLocked="false" hasAuditTrail="false" isImportable="0" >
         <version id="6" name="Original Import" shortName="SSV-13" type="ACTUALS" description="Values Imported from the GL" isDefaultVersion="false"
                  isLocked="false" hasAuditTrail="false" isImportable="1" />
         <version id="8" name="Manual Adjustments" shortName="SSV-14" type="ACTUALS" description="Actuals Sub-Version for Manual Adjustments" isDefaultVersion="false"
                  isLocked="false" hasAuditTrail="true" isImportable="1" />
       </version>
       <version id="9" name="Eliminations" shortName="ELIM" type="ACTUALS" description="Eliminating entries" isDefaultVersion="false"
                isLocked="false" hasAuditTrail="false" isImportable="0" />
     </version>
     <version id="2" name="Budget 2013" shortName="" type="PLANNING" description="This is the budget for 2013 with a five-year span." isDefaultVersion="true"
              isLocked="false" hasAuditTrail="true" isImportable="1"
              leftScroll="2013" startPlan="01/2013" endPlan="2017" lockLeading="05/2013" />
     <version id="3" name="Budget 2014" shortName="B-14" type="PLANNING" description="This is the budget for 2014 with a five-year span." isDefaultVersion="false"
              isLocked="false" hasAuditTrail="false" isImportable="1"
              leftScroll="2014" startPlan="01/2014" endPlan="2018" lockLeading="" />
   </versions>
</output>
</response>

response element

Tag Name

response

Attributes of the Element

Attribute Name

Required?

Value

Example

success

Y

Either true or false, indicating whether the API call was successful or not. Even successful calls may contain warning messages in their response.

true

obsolete

N

If present on the response tag and set to true, this attribute indicates that the version of the method or API which is being invoked has become obsolete and is officially deprecated by Adaptive Planning. While it continues to function at this time, it may cease functioning in a short while. Typically, this attribute is not present.

false

Contents of the Element

A single optional messages element, and exactly one required output element.

 

output element

Tag Name

output

Attributes of the Element

(none)

Contents of the Element

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

 

versions element

Tag Name

versions

Description

Container for one or more version elements.

Attributes of the Element

Attribute Name

Required?

Value

Example

(none)

Contents of the Element

One or more version elements.

 

version element

Tag Name

version

Description

Represents a single version being returned in the response to an exportVersions API call.

Attributes of the Element

Attribute Name

Required?

Value

Example

id

Y

The internal system ID number for the version or folder. All IDs are unique among all versions, subversions, and folders.

2

name

Y

The name of the version or folder, as it appears in Version Administration.

Budget 2015

shortName

N

A short name for the version, if any, as entered in Version Administration

B2015

type

Y

One of the following values: ACTUALS = Standard Actuals Version or Sub-Version, JOURNAL_ENTRY = Journal Entry Actuals Sub-Version, PLANNING = Plan Version, VERSION_FOLDER = Folder

ACTUALS

description

Y

The description of the version or folder, as it appears in Version Administration.

This is the budget for 2015 with a five-year span.

isDefaultVersion

Y

Tells if the version is the default version. True if the version is the default version otherwise false.

true

isLocked

N

Indicates if the version has been "globally locked" (has its Locked Version checkbox checked). If not present, the version is not considered to be locked. Will always be 'false' for actuals versions or for folders.

true

hasAuditTrail

Y

Indicates if the version has Audit Trail enabled.

true

isImportable

N

Indicates if the user requesting this API is allowed to import data into the version. 0 means the version cannot accept imports, and 1 means it can. A version is importable if at least one timeslot in the specified version is importable for this user.

1

startVer

N

The code of the root time period in which the version starts. Equivalent to start of version in the version administration page. This attribute is shown only for the root actuals version. This attribute is required for the root actuals version.

2015

endVer N The code of the root time period in which the version ends. Equivalent to end of version in the version administration page. This attribute is shown only for the root actuals version. This attribute is required for the root actuals version. 2015
startScroll N The code of the leaf time period where planning begins. Equivalent to starting scroll location on the version administration page. This attribute is shown only for the root actuals version. This attribute is required for the root actuals version. 01/2015
completedValuesThru N The code of the latest leaf time period the root actuals has data filled in for. In a standard calendar, this would be a month. Equivalent to completed values through on the version administration page. This attribute is shown only for the root actuals version. This attribute is optional for the root actuals version. 03/2015

leftScroll

N

The code of the root time period in which the version starts. Equivalent to left scroll limit in the version administration page. This attribute is shown only for planning versions. This attribute is required for planning versions.

2015

startPlan

N

The code of the leaf time period where planning begins. Equivalent to start of plan on the version administration page. This attribute is shown only for planning versions and is required for planning versions.

02/2015

endPlan

N

The code of the root time period in which the version ends. Equivalent to end of plan in the version administration page. This attribute is shown only for planning versions. This attribute is required for planning versions.

2015

lockLeading

N

The code of the leaf time period up to which version values are locked. Equivalent to lock leading months through on the version administration page. This attribute is shown only for the root actuals version and planning versions. This attribute is optional for the root actuals version and planning versions.

05/2015

Contents of the Element

One nested version element for each direct child version of this version.

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