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SaveAutoNotification

Add or update an (automation) notification for an object

Requires Authentication
The following routes are available for this service:
PUT/api/automation/notification/{AutomationId}
POST/api/automation/notification
SaveAutoNotification Parameters:
NameParameterData TypeRequiredDescription
NotificationqueryAutoNotificationModelNoDetails of the (automation) notification to be added or updated.
AutomationIdpathGuidNoId of the automation.
AutoNotificationModel Parameters:
NameParameterData TypeRequiredDescription
ContactIdLicenseequeryGuidNoContact Id of the licensee this notification has been created for.
ContactRoleGroupIdqueryGuidNoContact Role Group Id. If the notification is setup for people in a specified contact role group.
ContactRoleIdqueryGuidNoContact Role Id. If the notification is setup for people in a specified role.
ContactRoleNamequerystringNoContact Role Name. If the notification is setup for people in a specified role.
ContactIdqueryGuidNoContact Id. If the notification is setup for a specific person.
ObjectContactConnectionRequiredqueryboolNoIf true, then only contacts who are connected to the relevant object are notified.
AllowDirectAccessqueryboolNoDocument Notification: If true, then the notification will include a link to download the document.
SendImmediatelyqueryboolNoIf true, the notification is sent as soon as it can be processed
BatchedqueryboolNoIf true, the notification is flagged and sent out when subscription/batch emails are next sent.
DraftStatusqueryboolNoDocument Notification: If true, the notification is sent when a document has a status of draft.
FinalStatusqueryboolNoDocument Notification: If true, the notification is sent when a document has a status of final.
IncludeReportqueryboolNoTrue if we want to include a report on an email notification.
IsTemplateNotificationqueryboolNoTrue if this notification is based on a template.
RolesqueryList<Guid>NoWhen Inserting a new notification we can have 1+ roles. They should be passed to this field when inserting.
CommunicationTypeIdqueryGuidNoCommunication Type Id.
CommunicationTypequerystringNoCommunication Type.
SubjectquerystringNoIf communication type is email, this is the subject of the email to be sent.
BodyquerystringNoThis is the notification details to be sent.
IncludeURLqueryboolNoIf true, we will include the relevant project URL in the notification.
NotificationIdqueryGuidNoThe notification Id of a notification setup in Workflow Notification Management to use for the notification.
NotificationNamequerystringNoThe notification nameof a notification setup in Workflow Notification Management to use for the notification.
SuiteIdqueryGuidNoThe suite id the notification is setup for
SuiteNamequerystringNoThe suite name the notification is setup for
AutomationModel Parameters:
NameParameterData TypeRequiredDescription
AutomationIdqueryGuidNoThe unique automation Id
AutomationTypeIdqueryGuidNoThe automation type Id
AutomationTypequerystringNoThe automation type
ObjectIdqueryGuidNoThe object this automation applies to
ObjectNamequerystringNoThe object name this automation applies to
RmsTableCtxIdObjectqueryGuidNoThe Id of the object type that this automation applies to.
RmsTableCtxNamequerystringNoThe name of the object type that this automation applies to.
ActionListqueryList<Guid>NoA guid list containing the selected system action Id's that trigger this automation.
ActionsquerystringNoA comma separated string of the selected system action names that trigger this automation.
NamequerystringNoName of the automation.
DescriptionquerystringNoDescription of the automation
OwnerContactIdqueryGuidNoOwner Contact Id
RecordStatusquerystringNoRecord Status of the automation.
GetAutomationNotificationsForObjectResponse Parameters:
NameParameterData TypeRequiredDescription
NotificationsformList<AutoNotificationModel>NoList of (automation) notifications.
ResponseStatusformResponseStatusNo

To override the Content-type in your clients, use the HTTP Accept Header, append the .csv suffix or ?format=csv

HTTP + CSV

The following are sample HTTP requests and responses. The placeholders shown need to be replaced with actual values.

POST /api/automation/notification HTTP/1.1 
Host: pfapi.pstpf.com.au 
Accept: text/csv
Content-Type: text/csv
Content-Length: length

{"Notification":{"ContactIdLicensee":"00000000-0000-0000-0000-000000000000","ContactRoleGroupId":"00000000-0000-0000-0000-000000000000","ContactRoleId":"00000000-0000-0000-0000-000000000000","ContactRoleName":"String","ContactId":"00000000-0000-0000-0000-000000000000","ObjectContactConnectionRequired":false,"AllowDirectAccess":false,"SendImmediately":false,"Batched":false,"DraftStatus":false,"FinalStatus":false,"IncludeReport":false,"IsTemplateNotification":false,"Roles":["00000000-0000-0000-0000-000000000000"],"CommunicationTypeId":"00000000-0000-0000-0000-000000000000","CommunicationType":"String","Subject":"String","Body":"String","IncludeURL":false,"NotificationId":"00000000-0000-0000-0000-000000000000","NotificationName":"String","SuiteId":"00000000-0000-0000-0000-000000000000","SuiteName":"String","AutomationId":"00000000-0000-0000-0000-000000000000","AutomationTypeId":"00000000-0000-0000-0000-000000000000","AutomationType":"String","ObjectId":"00000000-0000-0000-0000-000000000000","ObjectName":"String","RmsTableCtxIdObject":"00000000-0000-0000-0000-000000000000","RmsTableCtxName":"String","ActionList":["00000000-0000-0000-0000-000000000000"],"Actions":"String","Name":"String","Description":"String","OwnerContactId":"00000000-0000-0000-0000-000000000000","RecordStatus":"String"},"AutomationId":"00000000-0000-0000-0000-000000000000"}
HTTP/1.1 200 OK
Content-Type: text/csv
Content-Length: length

{"Notifications":[{"ContactIdLicensee":"00000000-0000-0000-0000-000000000000","ContactRoleGroupId":"00000000-0000-0000-0000-000000000000","ContactRoleId":"00000000-0000-0000-0000-000000000000","ContactRoleName":"String","ContactId":"00000000-0000-0000-0000-000000000000","ObjectContactConnectionRequired":false,"AllowDirectAccess":false,"SendImmediately":false,"Batched":false,"DraftStatus":false,"FinalStatus":false,"IncludeReport":false,"IsTemplateNotification":false,"Roles":["00000000-0000-0000-0000-000000000000"],"CommunicationTypeId":"00000000-0000-0000-0000-000000000000","CommunicationType":"String","Subject":"String","Body":"String","IncludeURL":false,"NotificationId":"00000000-0000-0000-0000-000000000000","NotificationName":"String","SuiteId":"00000000-0000-0000-0000-000000000000","SuiteName":"String","AutomationId":"00000000-0000-0000-0000-000000000000","AutomationTypeId":"00000000-0000-0000-0000-000000000000","AutomationType":"String","ObjectId":"00000000-0000-0000-0000-000000000000","ObjectName":"String","RmsTableCtxIdObject":"00000000-0000-0000-0000-000000000000","RmsTableCtxName":"String","ActionList":["00000000-0000-0000-0000-000000000000"],"Actions":"String","Name":"String","Description":"String","OwnerContactId":"00000000-0000-0000-0000-000000000000","RecordStatus":"String"}],"ResponseStatus":{"ErrorCode":"String","Message":"String","StackTrace":"String","Errors":[{"ErrorCode":"String","FieldName":"String","Message":"String","Meta":{"String":"String"}}],"Meta":{"String":"String"}}}