Field Values

PreviousRecords

Last updated 7 days ago

Field Values

Examples

The examples below will take you through filling in the checklist of your record, for all kinds of checklists fields.

Text field

Filling text

Use the Create field value API.

The value attribute is a plaintext string.

{
    "value": "Some text"
}

Modifying text

Follow the same instructions as #adding-text to overwrite existing text.

Clear text

To clear all text, use the Create field value API and set the value attribute to an empty string.

{
    "value": ""
}

Number field

Filling a number

Use the Create field value API.

The value attribute is a numerical value.

{
    "value": 10
}

Updating number

Follow the same instructions as Filling a number to overwrite the existing number.

Clearing number

To delete the number, use the Create field value API and set the value attribute to null.

{
    "value": null
}

Picklist field

Filling an option

Use the Create field value API.

The value attribute is either a string or an array of strings.

{
    "value": ["abc","xyz"]
}

Deleting option

Follow the same instructions as Filling an option to overwrite the existing option(s).

Clearing options

To delete all the options, use the Create field value API and set the value attribute to [] or null.

{
    "value": null
}

Date field

Filling a date

Use the Create field value API.

The value attribute is a date as a string, in the format yyyy-mm-dd.

{
    "value": "1999-12-15"
}

Updating date

Follow the same instructions as Filling a date to overwrite the existing date.

Clearing date

To delete the date, use the Create field value API and set the value attribute to null.

{
    "value": null
}

User field

Filling a user/group

Use the Create field value API. The value attribute is a JSON object or an array of JSON objects, representing either a user or a group.

{
  "value": [
    {
      "type": "user",
      "uid": "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
    },
    {
      "id": 1098,
      "type": "group"
    }
  ]
}

Alternatively, you can use the Update field value API and specify a single user or group instead of all of them. This will effectively append a value to the existing values instead of overwriting them.

{
  "value": {
    "id": 2000,
    "type": "group"
  }
}

Deleting a user/group

Use the Delete field value API. The value attribute is a JSON object representing the user or group you wish to delete

{
  "value": {
    "id": 1098,
    "type": "group"
  }
}

File field

Attaching a file

Use the Update field value API.

You must first upload your file using the Upload file API. Then, you can attach it to the checklist using the file id and version id.

{
  "value": {
    "name": "a4e0580a-a7dd-469f-a373-a852e9efb684",
    "versionId": "7Pq5poXyVwHTJAzaEwS7ZYj9FdEXzkSi",
    "size": 124243,
    "originalName": "1280px-Giant_Panda_2.jpg",
    "folderId": null
  }
}

Removing file(s)

Use the Create field value API and set the value attribute to [] or null to delete all the files from the checklist field.

{
  "value": []
}

Alternatively, use the Delete field value API to delete a single file from the checklist field.

{
  "value": "a4e0580a-a7dd-469f-a373-a852e9efb684"
}

PDF field

Use the Create field value API. You do not need to send anything in the payload to generate the PDF.

Revision field

Use the Create field value API. When creating a revision, you can specify the following options:

A comment (revision notes)
Data to copy over
- Metadata
- Checklist field values

{
  "value": {
    "comment": "abc",
    "clone": {
      "metadata": [
        "title",
        "owner",
        "members",
        "dueDate",
        "files",
        "messages"
      ],
      "checklistFields": [
        340441,
        341220,
        341221,
        341222
      ]
    }
  }
}

Approval field

Requesting an Approval (Adhoc)

Use the Create field value API. When requesting an approval, you can specify users and groups that can sign the approval.

{
  "value": {
    "requestApproval": true,
    "config": {
      "approvers": {
        "groups": [],
        "users": [
          "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
        ]
      },
      "minApprovers": 1
    }
  }
}

Signing an Approval

Use the Create field value API. When signing, you can specify the following options:

Whether to use a custom signature or the default one
Whether to approve or reject
A comment
Your email and password

{
  "value": {
    "customSignature": true,
    "approved": true,
    "comment": "abc",
    "username": "abc@unifize.com",
    "password": "password"
  }
}

Canceling an Approval

Use the Create field value API and set the revision attribute to true.

{
  "value": {
    "revision": true,
    "comment": "abc"
  }
}

Conversation field (Parent/Child)

Create new record

Use the Create field value API. The value attribute would match the payload used in the Create record API.

{
  "value": {
    "title": "abc",
    "type": "workflow",
    "owner": "jA6d4gH0oMfGd90uKCrFyjMnrvt2",
    "creator": "jA6d4gH0oMfGd90uKCrFyjMnrvt2",
    "members": [
      "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
    ],
    "templateId": 16650,
    "description": "",
    "orgId": 222,
    "groups": [],
    "parent": 1453392,
    "numberingScheme": "API Docs Conv ###",
    "checklists": [],
    "privacy": "none"
  }
}

To add more values, the same API can be used. It will not overwrite existing values.

Select existing record

Use the Create field value API. The value attribute is an array of record ID's. This will overwrite any existing records present in the field.

{
  "value": [
    1453412,
    1453413
  ]
}

Alternatively, you can use the Update field value API and specify a single record ID. This will "append" a value to the existing values, without overwriting them.

{
  "value": 1453413
}

Delete conversation

To delete all the values, use the Create field value API and set the value attribute to null or [].

{
  "value": []
}

To delete a single value, use the Delete field value API and specify the value to be deleted in the payload.

{
  "value": 1453413
}

Linked field

Create new record

Use the Update field value API. The value attribute would match the payload used in the Create record API.

{
  "value": {
    "chatroom": {
      "title": "abc",
      "type": "workflow",
      "owner": "jA6d4gH0oMfGd90uKCrFyjMnrvt2",
      "creator": "jA6d4gH0oMfGd90uKCrFyjMnrvt2",
      "members": [
        "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
      ],
      "templateId": 16650,
      "description": "",
      "orgId": 222,
      "groups": [],
      "parent": 1453392,
      "numberingScheme": "API Docs Conv ###",
      "checklists": [],
      "privacy": "none"
    }
  },
  "linkAllVersions": true
}

Select existing record

Use the Create field value API. The value attribute is an array of objects. This will overwrite any existing records present in the field.

{
  "value": [
    {
      "chatroom": 1453412, 
      "linkAllVersions" true
    },
    { 
      "chatroom": 1453413, 
      "linkAllVersions" true
    }
  ]
}

Alternatively, you can use the Update field value API and specify a single record ID. This will "append" a value to the existing values, without overwriting them.

{
  "value": {
    "chatroom": 1453413, 
    "linkAllVersions" true
  }
}

Linking specific record revisions

If you set linkAllVersions to true in Create new recordand Select existing record, all of the revisions of the linked record will also be automatically linked.

To link only a specific revision, you can remove that attribute from the payload.

Delete record

To delete a single value, use the Delete field value API and specify the value to be deleted in the payload.

{
  "value": {
    "originChatroomId": 1453413
  }
}

Form field

Creating a form instance

Use the Update field value API and specify the form template id.

{
  "value": {
    "templateId": 18585
  }
}

Filling/updating/deleting a field value inside a form

See the above examples on how to fill the different types of fields.

Filling them when they are inside a form is exactly the same, but you will need to specify the formId query parameter when calling any of the APIs.

The responses of Update field value and Get field value APIs for a form field will include two identifiers which might be confusing to distinguish.

templateId This is the ID of the form template. It will remain constant throughout the form instances, across chatrooms. This is the ID you should use when creating a form instance.
id This is the ID of the unique, individual form instance. This is the ID you should use when filling a field inside a form.

Deleting a form instance

Use the Delete field value API and specify the form instance ID in the payload.

{
  "value": 235224
}

PreviousRecords

Last updated 7 days ago

Examples

The examples below will take you through filling in the checklist of your record, for all kinds of checklists fields.

Text field

Filling text

Use the Create field value API.

The value attribute is a plaintext string.

{
    "value": "Some text"
}

Modifying text

Follow the same instructions as #adding-text to overwrite existing text.

Clear text

To clear all text, use the Create field value API and set the value attribute to an empty string.

{
    "value": ""
}

Number field

Filling a number

Use the Create field value API.

The value attribute is a numerical value.

{
    "value": 10
}

Updating number

Follow the same instructions as Filling a number to overwrite the existing number.

Clearing number

To delete the number, use the Create field value API and set the value attribute to null.

{
    "value": null
}

Picklist field

Filling an option

Use the Create field value API.

The value attribute is either a string or an array of strings.

{
    "value": ["abc","xyz"]
}

Deleting option

Follow the same instructions as Filling an option to overwrite the existing option(s).

Clearing options

To delete all the options, use the Create field value API and set the value attribute to [] or null.

{
    "value": null
}

Date field

Filling a date

Use the Create field value API.

The value attribute is a date as a string, in the format yyyy-mm-dd.

{
    "value": "1999-12-15"
}

Updating date

Follow the same instructions as Filling a date to overwrite the existing date.

Clearing date

To delete the date, use the Create field value API and set the value attribute to null.

{
    "value": null
}

User field

Filling a user/group

Use the Create field value API. The value attribute is a JSON object or an array of JSON objects, representing either a user or a group.

{
  "value": [
    {
      "type": "user",
      "uid": "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
    },
    {
      "id": 1098,
      "type": "group"
    }
  ]
}

{
  "value": {
    "id": 2000,
    "type": "group"
  }
}

Deleting a user/group

Use the Delete field value API. The value attribute is a JSON object representing the user or group you wish to delete

{
  "value": {
    "id": 1098,
    "type": "group"
  }
}

File field

Attaching a file

Use the Update field value API.

You must first upload your file using the Upload file API. Then, you can attach it to the checklist using the file id and version id.

{
  "value": {
    "name": "a4e0580a-a7dd-469f-a373-a852e9efb684",
    "versionId": "7Pq5poXyVwHTJAzaEwS7ZYj9FdEXzkSi",
    "size": 124243,
    "originalName": "1280px-Giant_Panda_2.jpg",
    "folderId": null
  }
}

Removing file(s)

Use the Create field value API and set the value attribute to [] or null to delete all the files from the checklist field.

{
  "value": []
}

Alternatively, use the Delete field value API to delete a single file from the checklist field.

{
  "value": "a4e0580a-a7dd-469f-a373-a852e9efb684"
}

PDF field

Use the Create field value API. You do not need to send anything in the payload to generate the PDF.

Revision field

Use the Create field value API. When creating a revision, you can specify the following options:

A comment (revision notes)
Data to copy over
- Metadata
- Checklist field values

{
  "value": {
    "comment": "abc",
    "clone": {
      "metadata": [
        "title",
        "owner",
        "members",
        "dueDate",
        "files",
        "messages"
      ],
      "checklistFields": [
        340441,
        341220,
        341221,
        341222
      ]
    }
  }
}

Approval field

Requesting an Approval (Adhoc)

Use the Create field value API. When requesting an approval, you can specify users and groups that can sign the approval.

{
  "value": {
    "requestApproval": true,
    "config": {
      "approvers": {
        "groups": [],
        "users": [
          "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
        ]
      },
      "minApprovers": 1
    }
  }
}

Signing an Approval

Use the Create field value API. When signing, you can specify the following options:

Whether to use a custom signature or the default one
Whether to approve or reject
A comment
Your email and password

{
  "value": {
    "customSignature": true,
    "approved": true,
    "comment": "abc",
    "username": "abc@unifize.com",
    "password": "password"
  }
}

Canceling an Approval

Use the Create field value API and set the revision attribute to true.

{
  "value": {
    "revision": true,
    "comment": "abc"
  }
}

Conversation field (Parent/Child)

Create new record

Use the Create field value API. The value attribute would match the payload used in the Create record API.

{
  "value": {
    "title": "abc",
    "type": "workflow",
    "owner": "jA6d4gH0oMfGd90uKCrFyjMnrvt2",
    "creator": "jA6d4gH0oMfGd90uKCrFyjMnrvt2",
    "members": [
      "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
    ],
    "templateId": 16650,
    "description": "",
    "orgId": 222,
    "groups": [],
    "parent": 1453392,
    "numberingScheme": "API Docs Conv ###",
    "checklists": [],
    "privacy": "none"
  }
}

To add more values, the same API can be used. It will not overwrite existing values.

Select existing record

Use the Create field value API. The value attribute is an array of record ID's. This will overwrite any existing records present in the field.

{
  "value": [
    1453412,
    1453413
  ]
}

Alternatively, you can use the Update field value API and specify a single record ID. This will "append" a value to the existing values, without overwriting them.

{
  "value": 1453413
}

Delete conversation

To delete all the values, use the Create field value API and set the value attribute to null or [].

{
  "value": []
}

To delete a single value, use the Delete field value API and specify the value to be deleted in the payload.

{
  "value": 1453413
}

Linked field

Create new record

Use the Update field value API. The value attribute would match the payload used in the Create record API.

{
  "value": {
    "chatroom": {
      "title": "abc",
      "type": "workflow",
      "owner": "jA6d4gH0oMfGd90uKCrFyjMnrvt2",
      "creator": "jA6d4gH0oMfGd90uKCrFyjMnrvt2",
      "members": [
        "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
      ],
      "templateId": 16650,
      "description": "",
      "orgId": 222,
      "groups": [],
      "parent": 1453392,
      "numberingScheme": "API Docs Conv ###",
      "checklists": [],
      "privacy": "none"
    }
  },
  "linkAllVersions": true
}

Select existing record

Use the Create field value API. The value attribute is an array of objects. This will overwrite any existing records present in the field.

{
  "value": [
    {
      "chatroom": 1453412, 
      "linkAllVersions" true
    },
    { 
      "chatroom": 1453413, 
      "linkAllVersions" true
    }
  ]
}

Alternatively, you can use the Update field value API and specify a single record ID. This will "append" a value to the existing values, without overwriting them.

{
  "value": {
    "chatroom": 1453413, 
    "linkAllVersions" true
  }
}

Linking specific record revisions

If you set linkAllVersions to true in Create new recordand Select existing record, all of the revisions of the linked record will also be automatically linked.

To link only a specific revision, you can remove that attribute from the payload.

Delete record

To delete a single value, use the Delete field value API and specify the value to be deleted in the payload.

{
  "value": {
    "originChatroomId": 1453413
  }
}

Form field

Creating a form instance

Use the Update field value API and specify the form template id.

{
  "value": {
    "templateId": 18585
  }
}

Filling/updating/deleting a field value inside a form

See the above examples on how to fill the different types of fields.

Filling them when they are inside a form is exactly the same, but you will need to specify the formId query parameter when calling any of the APIs.

The responses of Update field value and Get field value APIs for a form field will include two identifiers which might be confusing to distinguish.

templateId This is the ID of the form template. It will remain constant throughout the form instances, across chatrooms. This is the ID you should use when creating a form instance.
id This is the ID of the unique, individual form instance. This is the ID you should use when filling a field inside a form.

Deleting a form instance

Use the Delete field value API and specify the form instance ID in the payload.

{
  "value": 235224
}

Delete field value

delete

Path parameters

idintegerrequired

ID of the record

Example: 25

fidintegerrequired

Field ID

Example: 3

Responses

cURL

JavaScript

Python

HTTP

curl -L \
  --request DELETE \
  --url '/chatroom/{id}/checklist-field/{fid}/value'

204

No body

No Content

Get field value

get

Path parameters

idintegerrequired

ID of the chatroom

Example: 25

fidintegerrequired

ID of the checklist field

Example: 3

Responses

application/json

cURL

JavaScript

Python

HTTP

curl -L \
  --url '/chatroom/{id}/checklist-field/{fid}'

200

{
  "fieldId": 25,
  "fieldType": "text",
  "attrs": "{\"~#text\":{\"label\":\"Any text\",\"autoCheck\":false,\"settings\":\"{\\\"multiline\\\":true}\"}}",
  "target": false,
  "type": "{\"~#text\":{\"label\":\"Any text\",\"autoCheck\":false,\"settings\":\"{\\\"multiline\\\":true}\"}}",
  "chatroomId": 91,
  "val": {
    "value": "Quantity",
    "type": "text"
  },
  "value": "Quantity"
}

Success

Create field value

post

Path parameters

idintegerrequired

ID of the record

Example: 25

fidintegerrequired

Field ID

Example: 3

Body

valueanyrequired

Value

Example: 22

checkedbooleanoptional

Boolean indicating if the field is checked

Example: true

Responses

application/json

cURL

JavaScript

Python

HTTP

curl -L \
  --request POST \
  --url '/chatroom/{id}/checklist-field/{fid}' \
  --header 'Content-Type: application/json' \
  --data '{
    "value": 22,
    "checked": true
  }'

200

{
  "fieldId": 25,
  "fieldType": "text",
  "attrs": "{\"~#text\":{\"label\":\"Any text\",\"autoCheck\":false,\"settings\":\"{\\\"multiline\\\":true}\"}}",
  "target": false,
  "type": "{\"~#text\":{\"label\":\"Any text\",\"autoCheck\":false,\"settings\":\"{\\\"multiline\\\":true}\"}}",
  "chatroomId": 91,
  "val": {
    "value": "Quantity",
    "type": "text"
  },
  "value": "Quantity"
}

Success

Update field value

patch

Path parameters

idintegerrequired

ID of the record

Example: 25

fidintegerrequired

Field ID

Example: 3

Body

valueanyrequired

Value

Example: 22

checkedbooleanoptional

Boolean indicating if the field is checked

Example: true

Responses

application/json

cURL

JavaScript

Python

HTTP

curl -L \
  --request PATCH \
  --url '/chatroom/{id}/checklist-field/{fid}' \
  --header 'Content-Type: application/json' \
  --data '{
    "value": 22,
    "checked": true
  }'

200

{
  "fieldId": 25,
  "fieldType": "text",
  "attrs": "{\"~#text\":{\"label\":\"Any text\",\"autoCheck\":false,\"settings\":\"{\\\"multiline\\\":true}\"}}",
  "target": false,
  "type": "{\"~#text\":{\"label\":\"Any text\",\"autoCheck\":false,\"settings\":\"{\\\"multiline\\\":true}\"}}",
  "chatroomId": 91,
  "val": {
    "value": "Quantity",
    "type": "text"
  },
  "value": "Quantity"
}

Success