Actions185
- Organization Actions
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- Portfolio Item Actions
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Portfolio Item → Update
AI-generatedSummary
Update a specific Portfolio Item record by providing its ID along with the required name and optional fields such as description, category, and status within a specified organization and client context.
Inputs
- organizationId (required) — The organization in which the Portfolio Item exists; choose from a list or provide an ID.
- clientIdSelect (required) — The client associated with the Portfolio Item; choose from a list or provide an ID.
- recordId (required) — The unique identifier of the Portfolio Item record to update.
- name (required) — The new name to assign to the Portfolio Item.
- additionalFields — Optional fields to update, including description, category, and status.
- options — Optional flags such as Simplify Output (defaults to true) to control returned data detail and Debug Mode to include debug information in the output.
Output shape
a single updated Portfolio Item record as JSON
If Simplify Output is enabled, returned data will be minimal; otherwise, full details are provided. Debug Mode includes additional debug metadata. Errors may be returned in case of failed update.
Examples
Example 1: Updating a Portfolio Item name and status
Provide organization and client context, specify the record ID of the Portfolio Item, set the new name and optionally status in additional fields, then run the update operation to receive the updated record.