qbo3 Task Access User-defined Fields

Question

I am generating a qbo3 UI with Excel that includes the following API call:

api/importform/listdeep?TargetObject=Loan&TargetObjectID={LoanID}&Output=Xml

In the result set, the Task XmlData includes some fields I wish to display. However, when I map the fields to Excel columns, no value is displayed.

How do I get XmlData fields to display in Excel?

Answer 1

The ListDeep query returns a DataReader, which plays nicely with Excel, but does not play nicely with Xml fields such as XmlData. To resolve your situation, proxy your api call with ExecuteFlat:

api/importform/executeflat?Operation=listdeep&TargetObject=Loan&TargetObjectID={LoanID}&Output=Xml

This will cause the qbo3 API to "flatten" XmlData elements into DataReader columns, and you can then use them any way you see fit in Excel, as if they were a normalized column.