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GET /Forms/{id}
Returns a form instance by form ID.
Route Parameters
| Parameter | Type | Description |
|---|
| id* | Guid | The form instance id. |
Query Parameters
| Parameter | Type | Description |
|---|
| acquirelock | String | ----- |
| rollbacklock | String | ----- |
| masterid | Guid | ----- |
Response Codes
POST /Forms/{id}
Updates a form instance.
Route Parameters
| Parameter | Type | Description |
|---|
| id* | Guid | The form instance id. |
Query Parameters
| Parameter | Type | Description |
|---|
| pageId | Guid | ID of the page. |
Body Parameters
| Parameter | Type | Description |
|---|
| fields | {FormControlListExample} | List of form controls to update and their values. |
Response Codes
| Code | Description |
|---|
| 200 | OK |
| 400 | Bad Request |
POST /Forms
Creates a new form data instance.
Body Parameters
| Parameter | Type | Description |
|---|
| masterId | string | The master ID. |
| rrControlId | string | RRC ID. |
| data | {FieldList} | The form control data. |
| fillinMapping | {FillinMapping} | The fillin mapping data. |
Response Codes
POST /Forms/{id}/NewInstance
Creates a new form data instance.
Route Parameters
| Parameter | Type | Description |
|---|
| id* | Guid | The form template id. |
Body Parameters
| Parameter | Type | Description |
|---|
| fields | {FormControlListExample} | List of form controls to update and their values. |
Response Codes
| Code | Description |
|---|
| 201 | Created |
PUT /Forms/{id}
Saves an existing form instance.
Route Parameters
| Parameter | Type | Description |
|---|
| id* | Guid | The form instance id. |
Body Parameters
| Parameter | Type | Description |
|---|
| masterId | String | The master form ID. |
| rrControlId | String | RRC ID. |
| dataId | String | The data ID. |
| data | {FieldList} | The form data. |
| fillinMapping | {FillinMapping} | The fillin mapping data. |
Response Codes
DELETE /Forms/{id}
Deletes a form instance.
Route Parameters
| Parameter | Type | Description |
|---|
| id* | Guid | The form instance id. |
Query Parameters
| Parameter | Type | Description |
|---|
| masterid | Guid | ----- |
| rrcontrolid | String | Repeating Row Control ID. |
PUT /Forms/FillinRelateInfo
Updates fill-in and relate information.
Body Parameters
| Parameter | Type | Description |
|---|
| fillinRelateKey | String | Unique key. |
| formValues | String | List of form values to fill-in. |
| dhDocId* | Guid | Id of the related form. |
| formId | Guid | The form ID if this call originates from an Upload Button form control. |
GET /Forms/FillinRelateInfo
Retrieves fill-in and relate information.
Query Parameters
| Parameter | Type | Description |
|---|
| lookupKey | Guid | ----- |
| lookupMappings | Guid | ----- |
| referFieldId | Guid | ----- |
GET /Forms/{id}/RepeatingRowControlData
Retrieve data for a Repeating Row Control.
Route Parameters
| Parameter | Type | Description |
|---|
| id* | Guid | The form instance id. |
Query Parameters
| Parameter | Type | Description |
|---|
| rrcId | Guid | Repeating Row Control ID. |
| formTemplateId | Guid | Form template ID. |
| masterTemplateId | Guid | Master template ID. Allows retrieval of specific RRC revisions. |
| checkNeedsUpgrade | Bool | Do we need to upgrade the form template? |
POST /Forms/RepeatingRowControlData
Get all Repeating Row Control data.
Body Parameters
| Parameter | Type | Description |
|---|
| formInstanceId | Guid | The form instance ID. |
| rrcId | Guid | The repeating row control ID. |
| formTemplateId | Guid | The form template ID. |
| masterTemplateId | Guid | The master template ID. |
| checkNeedsUpgrade | Bool | Check if the form template needs to upgrade. |
GET /Forms/{id}/DocumentCount
Returns the number of documents associated with the form instance.
Route Parameters
| Parameter | Type | Description |
|---|
| id* | Guid | The form instance id. |
Query Parameters
| Parameter | Type | Description |
|---|
| formControlId | Guid | Id of the form control requesting the index fields if called from a form. |
| folderPath | String | Folder path tied to the control. |
| byFolder | Bool | Get upload counts by folder instead of overall? |
GET /Forms/{id}/Documents
Get the document count of a specific control or the form instance if no control provided.
Route Parameters
| Parameter | Type | Description |
|---|
| id* | Guid | The form instance id. |
Query Parameters
| Parameter | Type | Description |
|---|
| folderId | Guid | ID of the folder to check. |
| formControlId | Guid | Id of the form control requesting the index fields if called from a form. |
| q | String | A VisualVault REST API Data Query. |
POST /Forms/{id}/documents
Relate a new form document.
Route Parameters
| Parameter | Type | Description |
|---|
| id* | Guid | The form instance id. |
Body Parameters
| Parameter | Type | Description |
|---|
| documentName* | String | Name of the document. |
| description* | String | Document description. |
| fileName* | String | The name of the file. |
| revision* | String | Document revision number. |
| docState* | String | State of the document.- Unreleased (0)
- Released (1)
- Pending (2)
|
| fileData* | String | File data as a base64 string. |
| folderId | Guid | The folder ID. |
| formControlId | Guid | ID of the upload button. |
| indexFields* | {IndexField} | Index field names and values as a JSON array or object string. |
Response Codes
| Code | Description |
|---|
| 500 | Internal Server Error |
DELETE /Forms/{id}/documents
Remove a related form document if user is Owner.
Route Parameters
| Parameter | Type | Description |
|---|
| id* | Guid | The form instance id. |
Query Parameters
| Parameter | Type | Description |
|---|
| deleteId* | Guid | ----- |
| formDocId* | Guid | Name of the form to delete. |
GET /Forms/Menu/{id}/MenuTabs
Get the menu tabs of a form instance.
Route Parameters
| Parameter | Type | Description |
|---|
| id* | Guid | The form instance id. |
GET /Forms/Menu/{id}/ChangeLog
Get the change log data for a form instance.
Route Parameters
| Parameter | Type | Description |
|---|
| id* | Guid | The form instance id. |
GET /Forms/Menu/{id}/Workflow
Get the form workflow data of a form instance.
Route Parameters
| Parameter | Type | Description |
|---|
| id* | Guid | The form instance id. |
GET /Forms/Menu/{id}/Documents
Get the documents associated with a form instance.
Route Parameters
| Parameter | Type | Description |
|---|
| id* | Guid | The form instance id. |
Query Parameters
| Parameter | Type | Description |
|---|
| q | String | A VisualVault REST API Data Query. |
GET /Forms/Menu/DocumentContextMenu
Get the context menu properties for a form instance.
Query Parameters
| Parameter | Type | Description |
|---|
| dhId | Guid | ID of the form. |
| documentId | Guid | The document ID. |
GET /SearchCriteria
Retrive the form related data search criteria.
Query Parameters
| Parameter | Type | Description |
|---|
| fieldList | String | List of form fields. |
| relatedFormName | String | Name of the related form. |
| listType | String | Type of dropdown list query.- UserQuery
- GroupQuery
- CustomQuery
|
| defaultValue | String | Default value. |
| enumeratedItem | Bool | ----- |
GET /Forms/Menu/{id}/Forms
Get the related forms of a form instance.
Route Parameters
| Parameter | Type | Description |
|---|
| id* | Guid | The form instance id. |
Query Parameters
| Parameter | Type | Description |
|---|
| q | String | A VisualVault REST API Data Query. |
| formTemplateName | String | Name of the form template. |
GET /Forms/Menu/{id}/Revisions
Get the revision information for a form instance.
Route Parameters
| Parameter | Type | Description |
|---|
| id* | Guid | The form instance id. |
Query Parameters
| Parameter | Type | Description |
|---|
| q | String | A VisualVault REST API Data Query. |
GET /Forms/Menu/{id}/History
Retrieve the history data of a form template.
Route Parameters
| Parameter | Type | Description |
|---|
| id* | Guid | The form template id. |
Query Parameters
| Parameter | Type | Description |
|---|
| q | String | A VisualVault REST API Data Query. |
GET /Forms/Menu/{id}/DashboardByFormId
Get form data dashboard information by form ID.
Route Parameters
| Parameter | Type | Description |
|---|
| id* | Guid | The form template id. |
GET /Forms/Menu/{dashboardId}/DashboardById
Get form data dashboard information by dashboard ID.
Route Parameters
| Parameter | Type | Description |
|---|
| dashboardId* | Guid | The dashboard id. |
Query Parameters
| Parameter | Type | Description |
|---|
| joinTable | String | Name of the table to join. |
| joinLeftColumnId | Guid | Left column ID. |
| joinOperator | String | Operator comparison type. |
| joinRightColumnName | String | Right column name. |
| joinType | String | Join type. |
| includeData | Bool | Include the query data? |
| includeJoinTableList | Bool | Include the list of tables and views? |
GET /Forms/Menu/Dashboards
Get the names and IDs of all form dashboards.
No Parameters.
PUT /Forms/Menu/{dashboardId}/DashboardById
Get form data dashboard information by dashboard ID.
Route Parameters
| Parameter | Type | Description |
|---|
| dashboardId* | Guid | The dashboard id. |
Body Parameters
| Parameter | Type | Description |
|---|
| joinDefinitionList | String | List of join definitions. |
| queryFields | String | A list of query fields. |
| queryFilter | String | A query filter. |
| orderBy | String | The column to order by. |
| pageSize | Int | The number of results per page. |
| startPage | Int | The page number to start from. |
| endPage | Int | The page number to finish with. |
GET /FormDashboard/{dashboardId}/QueryData
Get the form dashboard query data.
Route Parameters
| Parameter | Type | Description |
|---|
| dashboardId* | Guid | The dashboard id. |
Query Parameters
| Parameter | Type | Description |
|---|
| fields | String | List of fields to include. |
| q | String | A VisualVault REST API Data Query. |
| orderby | String | Column to order by. |
| pageSize* | String | Number of entries for each dashboard page. Default = 15. |
| startPage* | String | Page to start the search. |
| endPage* | String | Page to end the search. |
POST /FormDashboard/QueryData
Get all form dashboard query data.
Body Parameters
| Parameter | Type | Description |
|---|
| controlId | Guid | The control ID. |
| dashboardId | Guid | The form dashboard ID. |
| fields | String | The field names to retrieve. |
| q | String | The query. |
| orderBy | String | Column to order by. |
| pageSize | Int | Size of the page results. |
| startPage | Int | Page to start. |
| endPage | Int | Page to end. |
GET /FormDashboard/{templateName}/fields
Get the field information for a form dashboard.
Route Parameters
| Parameter | Type | Description |
|---|
| templateName* | string | The form template name. |
POST /FormDashboard/{formTemplateId}/NewDashboard
Create a new form data dashboard.
Route Parameters
| Parameter | Type | Description |
|---|
| formTemplateId* | Guid | The form template ID. |
Body Parameters
| Parameter | Type | Description |
|---|
| reportName* | String | Report name. |
| reportOptions | {reportOptionWrapper} | Report options. |
| columnList | Array | List of columns. |
| criteriaList | Array | List of search criteria. |
PUT /FormDashboard/{dashboardId}/UpdateDashboard
Update a form data dashboard.
Route Parameters
| Parameter | Type | Description |
|---|
| dashboardId* | Guid | The dashboard id. |
Body Parameters
| Parameter | Type | Description |
|---|
| reportName | String | The name of the report. |
| reportOptions | {reportOptionWrapper} | The options for the report. |
| columnList | Array | The list of columns to update. |
| criteriaList | Array | The search criteria. |
GET /Forms/Menu/{mtiId}/CustomDocumentsList
Returns a list of custom filtered documents.
Route Parameters
| Parameter | Type | Description |
|---|
| mtiId* | Guid | The menu tab item id. |
Query Parameters
| Parameter | Type | Description |
|---|
| q | String | A VisualVault REST API Data Query. |
| sortField | String | Field name to sort by. |
| sortDir | String | Sort direction.- asc: Ascending order
- desc: Descending order
|
| pageSize* | String | Number of entries for each dashboard page. Default = 15. |
| startPage* | String | Page to start the search. |
| endPage* | String | Page to end the search. |
GET /Forms/Menu/{queryId}/QueryReportGrid
Get report data by ID.
Route Parameters
| Parameter | Type | Description |
|---|
| queryId* | Guid | The query id. |
Query Parameters
| Parameter | Type | Description |
|---|
| q | String | A VisualVault REST API Data Query. |
GET /FormEntity/{id}
Get form entity by ID.
Route Parameters
| Parameter | Type | Description |
|---|
| id* | Guid | The form id. |
GET /FormEntity/{id}/page/{pageId}/fieldlist
Get the form entity properties for a provided page.
Route Parameters
| Parameter | Type | Description |
|---|
| id* | Guid | The form id. |
| pageId* | Guid | The page id. |
Query Parameters
| Parameter | Type | Description |
|---|
| getlatest | Bool | Get data from the latest form revision? |
GET /FormEntity/{id}/basefieldlist
Returns the base form field list.
Route Parameters
| Parameter | Type | Description |
|---|
| id* | Guid | The form id. |
GET /FormEntity/{id}/page/{pageId}/fieldlistproperties
Get the field list properties of a page.
Route Parameters
| Parameter | Type | Description |
|---|
| id* | Guid | The form id. |
| pageId* | Guid | The page id. |
GET /FormEntity/{id}/getSignatureStamp/{fieldId}
Returns a user signature from a signing canvas.
Route Parameters
| Parameter | Type | Description |
|---|
| id* | Guid | The form id. |
| fieldId* | Guid | The signature canvas id. |
PUT /FormEntity/{id}/signSignatureStamp
Signs a signature canvas.
Route Parameters
| Parameter | Type | Description |
|---|
| id* | Guid | The form id. |
Body Parameters
| Parameter | Type | Description |
|---|
| dhDocId | String | The form ID. |
| fieldId | String | The ID of the signature stamp. |
| isChecked | Bool | The checked status of the stamp. |
| signatureImageData | String | The image data of the signature. |
| userpw | String | The user password if required. |
PUT /FormEntity/{id}/evaluateGroupsAndConditions
Triggers an evaluation of groups and conditions for a form instance.
Route Parameters
| Parameter | Type | Description |
|---|
| id* | Guid | The form id. |
Body Parameters
| Parameter | Type | Description |
|---|
| fields | Object | The fields to evaluate. |
| wizardStep | Object | Wizard Step information. |
| requestId | String | The ID of the request. |
| useLatestTemplate | Bool | Use the latest revision of the form template? |
PUT /FormEntity/{id}/setFieldImage
Set the image of a form field.
Route Parameters
| Parameter | Type | Description |
|---|
| id* | Guid | The form id. |
Body Parameters
| Parameter | Type | Description |
|---|
| fieldId | String | The ID of the field to set. |
| imageID | String | The ID of the image to apply. |
GET /Comments/{conversationId}/Form
Get the comments of a Conversation control.
Route Parameters
| Parameter | Type | Description |
|---|
| conversationId* | Guid | The conversation form control id. |
PUT /Comments/{conversationId}/Form
Add a comment to an existing Conversation control.
Route Parameters
| Parameter | Type | Description |
|---|
| conversationId* | Guid | The conversation form control id. |
Body Parameters
| Parameter | Type | Description |
|---|
| commentSubject | String | The text to appear as the comment subject. |
| commentBody | String | The text to appear inside the comment body. |
DELETE /Comments/{parentId}/Form/{commentDetailID}
Delete a comment from a Conversation control.
Route Parameters
| Parameter | Type | Description |
|---|
| parentId* | Guid | The conversation form control id. |
| commentDetailID* | Guid | The comment id. |
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