Opening paragraph
Accessing Under-The-Hood
Before working with the PlanSwift API, a good understanding of PlanSwift's internal structure is recommended. To review PlanSwift's structure, the under-the-hood (U-T-H) tab needs to be enabled.
Follow these steps to enable PlanSwift's under-the-hood U-T-H tab.
- Open PlanSwift.
- Click on Settings along the top ribbon bar (see #1 on Figure 1-1 below).
- Select Interface from the options on the left (see #2 on Figure 1-1 below).
- Click on Show Under the Hood Screen. (see #3 on Figure 1-1 below).
Figure 1-1 - For the password, please contact your PlanSwift representative–discuss with Mike Ramsey. Enter the password (see number #4 of Figure 1-1) and click on Ok. To obtain the password, send an email to devnetwork@planswift.com.
- An U-T-H (for "Under-the-Hood") now appears on the top ribbon bar (see the red arrow in Figure 1-2). Click on U-T-H.
Figure 1-2
Understanding the Under-The-Hood hierarchy
Clicking on U-T-H tab displays the Under-The-Hood (U-T-H) hierarchy. PlanSwift (1.0) is the root, or the parent object. Each of the folders beneath PlanSwift is a child of PlanSwift.
Figure 1-3
1.0 PlanSwift Root
Double-click on PlanSwift (see red arrow of Figure 1-4) to open the Advanced Properties window for the PlanSwift root object.
Simple Description
API Call:
planswift
planswift.root
Use "\" (without the quotes) to access the root object.
Figure 1-4