Documents

Searching for Documents

Link: https://au.itwocx.com/api/latest/api/help/index#!/Document/Document_Search

With this interface you can pass criteria to return a matching list of document ids.

Supported Criteria

Criteria	Example	Note(s)
cx_scope	ALL	Means return any matching result the current user can access
cx_regtype	DEF,GEN,RFI	A single entry or comma separated list of form types to search against
cx_projects	PSDEMO,DFDEMO	A single entry or comma separated list of projects to search against
cx_status	FOR REVIEW	A single entry or comma separated list of form statuses to search against
cx_timestamp	637053676201363162	Only return results which have been modified after this. (C# = DateTime.Now.Ticks)
cx_reference	DEF#0170	Only return results which match this reference.
usr_{code}	"USR_LOC": "/Z2/A02"	Only return results which match this user field value. In this example a select user field option code.

Max Number limits the number of results. 0 means no limit.

Example filter

{
  "CriterionList": {
	"cx_scope": "ALL",
	"cx_regtype": "DEF,GEN,RFI",
	"cx_projects": "PSDEMO,DFDEMO",
    "cx_status": "FOR REVIEW",	
    "cx_timestamp": 637053676201363162,
	"cx_reference": "DEF#0170",
	"usr_loc": "/Z2/A02"
  },
  "MaxNumber": 0
}

Retrieving Document Details

Link: https://au.itwocx.com/api/latest/api/help/index#!/Document/Document_GetById

By passing in a document id, potentially from a search result, you will get all the details of that document.

This can also be done in bulk by passing in a list of Ids:

https://au.itwocx.com/api/latest/api/help/index#!/Document/Document_GetByIds

Creating a Document

Link: https://au.itwocx.com/api/latest/api/help/index#!/Document/Document_Create

Properties

Property	Required	Example	Note(s)
DocCode	Yes	DEF	User needs to have permission to create forms of this type from.
StatusName	Yes	FOR REVIEW	As per Configure → Document Types → Form (e.g. DEF) → Status
Title	Yes	Example Title
ActionCodes	No	["MC-MC"]	An array of user codes. If blank will be the current user
InfoCodes	No	["MC-PA","RIB-SS"]	An array of user codes.
UserfieldValues	No	[{"UserfieldCode": "LOC", "Value": "/Z1/A01"}]	As per Configure → Document Types → Form (e.g. DEF) → User Fields If the type of field is one with configured options (e.g. Select, Radio, Checkbox etc.), the value should be the option code to be selected.

Example Value

{
  "DocCode": "DEF",
  "StatusName": "FOR REVIEW",
  "Title": "Example Defect",
  "ActionCodes": ["MC-MC"],
  "InfoCodes": ["MC-PA","RIB-SS"],
  "UserfieldValues": [
	{
		"UserfieldCode": "LOC",
		"Value": "/Z1/A01"
	},
	{
		"UserfieldCode": "CCISSU",
		"Value": "WORKM"
	},
	{
		"UserfieldCode": "BBPOS",
		"Value": "/EST"
	}
  ]
}

Upon completion and if successful, the result will include the generated Id, Reference number and a link to it.

Updating a Document

Link: https://au.itwocx.com/api/latest/api/help/index#!/Document/Document_Update

You can pass in a simple model with just the Document.Id and the value(s) you wish to change.

Action User

{
  "Id": 13295021,
  "ActionCodes": ["RIB-AM"]
}

Info User(s)

{
  "Id": 13295021,
  "InfoCodes": ["RIB-SS", "RIB-DF"]
}

In iTWOcx, you cannot remove users from addressing. So any user who is already on the document will be automatically added back to this list.

Status

{
  "Id": 13295021,
  "StatusName": "CLOSED"
}

Userfield Value(s)

You can identify a userfield through either its Id, Code and optionally if they are used within a Table you can specify the name of the table, and the row of the value you wish to update.

{
  "Id": 13295021,
  "UserfieldValues": [
    {
      "UserfieldCode": "TEXT1",
      "Value": "Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse luctus sodales enim, quis placerat nisi faucibus ac. Etiam ut orci id metus tempus pellentesque. Integer ex quam, tempor at dapibus et, viverra at enim. Aenean scelerisque, mi vel eleifend viverra, urna sapien mattis risus, ut tincidunt tortor eros sed diam. Nulla felis enim, bibendum nec dui eu, semper tincidunt magna. Morbi sem augue, tempor at egestas non, sollicitudin at turpis. Sed eget justo sapien. Nulla facilisi. Morbi eu magna eros. Morbi pellentesque justo ut nunc aliquet blandit. Nulla tempor pharetra orci, vitae convallis arcu semper euismod. Vestibulum tristique posuere aliquam. Nulla cursus magna ut urna scelerisque, vitae ullamcorper libero tincidunt. Phasellus sodales ligula vitae elit convallis, nec vulputate enim pulvinar. Donec non lacus ipsum. Nulla dapibus scelerisque dignissim."
    },
    {
        "UserfieldCode": "SEL1",
        "Value": "A"
    },
    {
        "UserfieldCode": "NUM",
        "Value": 123.45
    },
    {
        "TableName": "tblPCTB148",
        "RowIndex": 1,
        "UserfieldCode": "LNUM",
        "Value": 321.00
    }
  ]
}

Adding a Comment

{
  "Id": 13295021,
  "Comments": [
      {
          "Id": 0,
          "Comment": "Example Comment added through the API"
      }
  ]
}

Example output

The following example is updating the Status, Action, Info and three user fields, as well as adding a comment.

{
  "Id": 13295021,
  "ActionCodes": ["RIB-AM"],
  "InfoCodes": ["RIB-DF", "RIB-AM"],
  "StatusName": "CLOSED",
  "UserfieldValues": [
    {
        "UserfieldCode": "NUM",
        "Value": 1234.68
    },
    {
        "TableName": "tblPCTB148",
        "RowIndex": 1,
        "UserfieldCode": "LNUM",
        "Value": 321.00
    },
    {
        "TableName": "tblPCTB148",
        "RowIndex": 2,
        "UserfieldCode": "LNUM",
        "Value": 456.00
    }
  ],
  "Comments": [
      {
          "Id": 0,
          "Comment": "Example API Comment"
      }
  ]
}