UMT360.Client 5.25.2023.427

UMT360.Client

UMT360 offers this CSOM (client side object model) library for clients using UMT360.

Release notes

Programmability (CSOM interfaces)

New features

Added the ability to programmatically create Multiple lines of text fields.

Fixed issue with not being able to programmatically add a child value to an existing parent value from an Option Set.

Fixed issue with metric description not being returned when reading metrics programmatically.

Fixed issue with updating rich text field values programmatically though the workflow definition.

Fixed issue with allowing relationships to be created programmatically with the wrong relationship type.

Fixed issue with being able to programmatically create financial sub-categories under standardized parent categories.

Fixed issue with programmatically reading resource assignment values when using a start date different than the first day of a period.

Fixed issue with the workflow stage transition event being triggered with the wrong value for the Entity UID.

Prerequisites

• UMT360 Product v6.9.2 deployed and configured
• Credentials and permissions to access application
• Visual Studio and .Net Framework v4.5

CSOM Client Test application

1. Create a new console app.

2. Opent Tools > NuGet Package Manager > Manage NuGet Packages for Solution…

3. Select Browse tab and type UMT360.Client in search box.

4. Click on our package then look in the right side panel and select the project where you want to install the library.
   Click install button and review packages that will be installed, then accept the license.
   In a few seconds we are ready to go.

using System;
using UMT360.Client;
using UMT360.Client.Application;

namespace CSOMSAMPLE
{
    class Program
    {
        static void Main(string[] args)
        {

            TokenHelper.InitializeAppConfiguration(
                    "<client_id>",		            //clientid
                    "",		            			//clientSecret
                    "<realm>",			            //realm
                    "<issuer_id>",		            //issuerId
                    @"C:\<path>\certificate.pfx",   //Central Admin - Manage Apps
                    "<certificate_password>",       //certificate password
                    "AAD for UMT360Online"          //trusted provider name  
                );

            using (UMT360Context context = new UMT360Context("enter site url"))
            {
                context.AuthenticateWithClaims();
                FinancialEntity financialEntity = context.FinancialEntities.GetByGuid(new Guid("enter entity id"));
                context.Load(financialEntity);
                context.ExecuteQuery();
            }
        }
    }
}