Hi Jeremy,

To get related data like customer details, you would need to append the keyword Related. So the tag should be {{RelatedCallerType}}. You should find the answer to your three questions in the Admin guide for your version in the 'Access Complete List of Webhook Properties' where it explains how to get related table data and the limitations. (not all related data are supported in webhooks)

Thank you so much. I'll review this.

Actually, as I am thinking about the webhook event you are using, it may not be possible to get the caller details with the SR delete event since the related keywords only work on events for related records. I think it is because there can be multiple callers so the webhook will not know which caller to retrieve data from. That being said, perhaps you could consider using the Request Caller Delete event to capture the deleted caller details? Assuming the caller is also deleted at the same time.

@jeremy jessup? The Action Event used determines the webhook parameters immediately available to use.

If you trigger off of the core SR record, then you have access to the parameters in the RequestBase Data Type that correspond to the main SR record, whereas if you trigger off of Caller information, you have access to the parameters in the CustomerCallBase Data Type.

In addition to the main Data Types, you also have the Related options Agatha mentioned, and all of the ones in the WebHookCustomPacketTemplateFlag, such as Comments, QuestionsAnswer, CategoryCustomFieldName, and CategoryCustomFieldValue that do allow you to access some of the information in the SR related tables.

However, if there are other related SR items the webhook can't immediately access, then you would need to use an integration and automation tool, such as FME, PowerAutomate, Make, NodeRED, etc., to go back and grab the additional information the webhook couldn't provide with Cityworks APIs calls.

Please understand webhooks were never intended to do all the things a full integration and automation application can and you often need one of those for more intermediate and complex workflows or accessing the related activity data not immediately accessible based on your Action Event and the available WebHookCustomPacketTemplateFlag items.

That said, we do continue to expand that list and there are more options available in newer versions, such as Trimble Unity Maintain and Permit.

I hope that helps.

Steven

@steven sushka? I realize this may be off-thread but this discussion was tangential to my question:

I have an Activity Event and a Webhook both triggering off of Inspection Status Change. The Activity Event always works, but the Webhook will only work if the Activity Event is disabled. Is this a known issue, where Activity Events and Webhooks can't trigger off the same Event as the same time?

@calvin harmin? I don't know. You should be able to work around it by creating a separate event for the Activity Update and Webhook. Otherwise, you would need to log a Support case to have them investigate it further.