Create RIS portfolio
rillsoft_portfolio_ris_createCreate a portfolio for the logged-in client on Rillsoft Integration Server, defining its kind, folders, and projects. Duplicate names or unknown IDs are refused before sending.
Instructions
Creates a portfolio of the logged-in client on the Rillsoft Integration Server - the 'New' button of the portfolio dialog - with its kind, folders and projects. Takes effect on the server at once: no undo step; rillsoft_portfolio_ris_delete removes it, rillsoft_portfolio_ris_open loads it. A duplicate name and unknown folder or project ids are refused before anything is sent. Runs with the login of the desktop session.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | name of the new portfolio; must not be in use at the client | |
| combine | No | true = a summary project that may take part in cross-project merging; false = a project portfolio. Cannot be changed later | |
| folderIds | No | folders of the client whose projects belong to the portfolio, from rillsoft_project_ris_list | |
| projectIds | No | single projects of the client that belong to the portfolio, from rillsoft_project_ris_list |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | name of the portfolio | |
| note | No | hints, such as the portfolio being open right now; missing when there were none | |
| uuid | Yes | UUID of the portfolio | |
| projects | Yes | the projects the portfolio resolves to, folders included | |
| folderIds | Yes | folders whose projects belong to the portfolio; empty when it lists projects only | |
| isCombine | Yes | true = a summary project, false = a project portfolio | |
| versionId | Yes | version of the portfolio record on the server | |
| lockEnable | Yes | true = the server allows locking its projects | |
| description | Yes | description; empty when none is set | |
| portfolioId | Yes | id of the portfolio on the server; what _open, _update and _delete take | |
| projectCount | Yes | number of projects the portfolio resolves to |