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Summary
API: Update a form. Similar to Api/ProcFormAdd.
- 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 form and then include the optional information to update.
- Either the form ID or form number + process is needed.
- Any field not included will be left alone.
- Updating a field with a blank value will clear out the field in the form.
- If the new owner is not already a participant, they will be added
- 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 form ID
{
"Key":"{api key}",
"Form": {
"FormID":"{form id}",
"Owner":"{staff user name}",
"Status":"{status level}",
"Fields": [
{
"Field":"(field name)",
"Value":"{field value}"
},
{ repeat as needed }
]
}
}
By form number + 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 form number + 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/ProcFormEdit
{
"Key":"abc123def456",
"Form": {
"FormID":"11232",
"Owner":"Bob Jones",
"Fields": [
{
"Field":"New order?",
"Value":"Yes"
},
{
"FieldID":"Order date",
"Value":"Jul 2, 2009"
},
{
"FieldID":"Estimated MRC",
"Value":13.5
},
]
}
}
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Response
{"ProcFormEditResult":
{
{ProcForm result - See Api/ProcForm}
}
}
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Errors
- "Process not found"
- "Form 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 edit 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 20:37, 28 Sep 2009.
- This page has been accessed 2136 times.
