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Can you create an external list of vendors to invite to a job via API?
We've been trying to figure out how we want to invite vendors to a job via the API and have been following this thread... https://xtrf.userecho.com/en/communities/8/topics/2164-can-you-select-vendors-through-api
Here's a similar question, but from a different angle.
Can I (or has anyone already done this??) create a dynamic external list of vendors with their XTRF IDs, and then use this list to invite them to new XTRF projects? So rather than create a vendor selection rule that is based off of XTRF filters, create a list that the rule pulls and executes upon? If this is possible, I assume it would have to be a macro, so, where/how would you execute this macro?
Any thoughts? Thanks!
Customer support service by UserEcho
Interesting question, and I was literally just researching how to create my own external rules for vendor selection. Nice coincidence.
I'm not sure if I'm completely on the right track in understanding your question, but it seems like you'll want all the relevant information on vendors outside of XTRF, so you can process your own rules there, and then send selected vendor ids through the API?
One thing that comes to mind is that you'll probably need to look at price profiles rather than vendors, especially if you want to do something with rates (which is what I want). To get all relevant information, I think a macro would be better than a browser view, because I can't think of a view that has all information. Some time ago I started on such a macro, but it turned out to be rather complex and I don't think I've finished it (yet). Send me an email or find me on LinkedIn and I'd be happy to share what I have so far.
As for executing: I have made a macro that creates availability requests for Classic Projects (in Job scope) - I assume you could do the same for Job Offers and then let it run on the selected ids you send through the API.
Thanks, Thijs. But to be fair, I don't think I'm completely on the right track of understanding what I want to do yet either. :)
I do need relevant information (which only parts of which are in XTRF) to determine an order of preference. So need to pull some data from XTRF, and some from outside XTRF, and come up with an ordered list of vendors.
Then I want to use that list to send to a Vendor Selection rule. I guess I would like to create a Vendor Selection Rule where the rule is pull the list from XXX google sheet. I'd like to then send that list through the API.
I do think you are probably right about the price profiles, but not sure yet. And I do think the macro is what will be needed. But again, I'm still just gathering information before we make any moves on this.
Let's connect. I'll reach out to you via linked in.