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Summary
API: Add a form. Similar to Api/ProcFormEdit.
- Not used for directly adding/editing actions, participants, notes, or files. Those will be separate API calls.
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Request
You need to identify the process and then include all the optional form data
- The form number is optional. If it is omitted a number is automatically generated (recommended).
- The status level is optional. If it is omitted the default status level is used (recommended).
- The owner is optional. If it is omitted, the API user is the owner. The owner will be added as a participant.
- Fields are optional. The API ignores required field restrictions.
- Any error causes the whole request to fail
- Field value changes will fire any applicable status triggers
- Status level changes will fire any applicable global actions or approvals
By process name
{
"Key":"{api key}",
"Process":"{process name}",
"Form": {
"Number":"{form number}",
"Owner":"{staff user name}",
"Status":"{status level}",
"Fields": [
{
"Field":"(field name)",
"Value":"{field value}"
},
{ repeat as needed }
]
}
}
By process ID
{
"Key":"{api key}",
"ProcessID":"{process ID}",
"Form": {
"Number":"{form number}",
"Owner":"{staff user name}",
"Status":"{status level}",
"Fields": [
{
"Field":"(field name)",
"Value":"{field value}"
},
{ repeat as needed }
]
}
}
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Examples
http://demo.rpmsoftware.com/rpm/Api.svc/ProcFormAdd
The minimal request would be just a process. This would create a blank form with the default status level, automatic number, and the API user as the owner.
{
"Key":"abc123def456",
"Process":"Order"
}
Of course it's better to actually include some field values
{
"Key":"abc123def456",
"ProcessID":"12"
"Form": {
"Owner":"Bob Jones",
"Fields": [
{
"Field":"New order?",
"Value":"Yes"
},
{
"Field":"Order date",
"Value":"Jul 2, 2009"
},
{
"Field":"Estimated MRC",
"Value":13.5
}
]
}
}
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Response
Use the response from Api/ProcForm
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Errors
- "Process not found"
- "Permission denied"
- "Status not found"
- "Owner not found"
- "Owner permission denied"
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Details
- Form history will show the new "API" method
- Everything that happens with a UI start will happen here including triggers, email notifications, global actions, etc.
- In the next version we'll provide API request commands to control this.
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Future
Specific error reports including
- "Form number error"
- "Field ID error"
- "Field value error"
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History
- Supercharger: Feature added
- This page was last modified 21:44, 23 Nov 2010.
- This page has been accessed 2054 times.
