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  1. Nexudus
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  3. Crm

Reference

Documenttemplate

The documenttemplate object

Attributes
Id: int required, autogenerated, unique
The unique identifier for this documenttemplate
BusinessId: Id required
Document: string optional
Name: string required
TemplateOutputFormat: Nexudus.Coworking.Core.Enums.eDocumentTemplateFormat optional
UniqueId: Guid required, autogenerated, unique
The globally unique identifier for this documenttemplate
SystemId: string optional api-only
User defined data about this documenttemplate. This property can only be seen and updated using the API.

Json Structure Example 


{
  "Id": 1234567,
  "BusinessId": 12345678,
  "Document": "Abc123456",
  "Name": "Joe",
  "TemplateOutputFormat": 1,
  "UniqueId": "5694c523-ef41-41da-9af3-b68418c4f7fe",
  "SystemId": "{ metadata: { id: 887766, processed: true } }"
}

Find a DocumentTemplate

This endpoint allows you to GET a list of documenttemplates based on one or more filter querystring parameters.

GET https://spaces.nexudus.com/api/crm/documenttemplates?...

🔒 Requires role "DocumentTemplate-List"

Pagination querystring parameters
Lets control how many records to return at a time and their order.
page integer optional
?page=1
size integer optional default=25
Sets the maximum number of records to return each page of results.
?size=25
orderby string optional default=Id
Sets the property to use when ordering the results of the search.
?orderby=Id
dir 'ascending' or 'descending' optional default=SortDirection.Ascending
Sets the direction to use when ordering the records.
?sort=ascending

Search querystring parameters
Lets you search documenttemplate records based on their different properties.
Id number
?Id=12345678
DocumentTemplate_Business Business
?DocumentTemplate_Business=...
DocumentTemplate_Document string
?DocumentTemplate_Document=...
DocumentTemplate_Name string
?DocumentTemplate_Name=...
DocumentTemplate_TemplateOutputFormat Nexudus.Coworking.Core.Enums.eDocumentTemplateFormat
?DocumentTemplate_TemplateOutputFormat=...
DocumentTemplate_Business_Name string
?DocumentTemplate_Business_Name=...

Range search querystring parameters
Lets you search documenttemplate records based on a range of date or numeric values.
To_DocumentTemplate_CreatedOn date
?To_DocumentTemplate_CreatedOn=2010-01-01T20:32
From_DocumentTemplate_CreatedOn date
?From_DocumentTemplate_CreatedOn=2010-01-01T20:32
To_DocumentTemplate_UpdatedOn date
?To_DocumentTemplate_UpdatedOn=2010-01-01T20:32
From_DocumentTemplate_UpdatedOn date
?From_DocumentTemplate_UpdatedOn=2010-01-01T20:32

Example request

GET https://spaces.nexudus.com/api/crm/documenttemplates?DocumentTemplate_Name=...
Content-Type: application/json
Authentication: Basic ZXhhbXBsZUBuZXh1ZHVzLmNvbTpFeGFtcGxlMTIzNA==

Example response


{
    "Records": [{
        "Id": 1234567,
        "Business": ,
        "Name": "Joe",
        "Document": "Abc123456",
        "TemplateOutputFormat": 1,
        "DocumentTemplateBusinessName": "...",
        "CreatedOn": "2018-07-03T06:23:01Z",
        "UpdatedOn": "2020-01-01T21:57:21Z",
        "UpdatedBy": "System",
        "UniqueId": "9ff4c9b8-8d0c-4635-aac0-bdbd420c6a13",
        "SystemId": "{ metadata: { id: 887766, processed: true } }"
    }],
    "CurrentPageSize": 25,
    "CurrentPage": 1,
    "CurrentOrderField": "Id",
    "CurrentSortDirection": 1,
    "FirstItem": 1,
    "HasNextPage": true,
    "HasPreviousPage": false,
    "LastItem": 25,
    "PageNumber": 1,
    "PageSize": 25,
    "TotalItems": 60,
    "TotalPages": 3
}

Find DocumentTemplates by IDs

Gets one or more documenttemplate records based on their Id. 
GET https://spaces.nexudus.com/api/crm/documenttemplates?DocumentTemplate_Id=[:id1,:id2,...]

🔒 Requires role "DocumentTemplate-List"

Querystring parameters
DocumentTemplate_Id: array requried
?DocumentTemplate_Id=[12345678,87654651]

Example request

GET https://spaces.nexudus.com/api/crm/documenttemplates?DocumentTemplate_Id=[1234567,9876541]
Content-Type: application/json
Authentication: Basic ZXhhbXBsZUBuZXh1ZHVzLmNvbTpFeGFtcGxlMTIzNA==

Example response


{
    "Records": [{
        "Id": 1234567,
        "Business": ,
        "Name": "Joe",
        "Document": "Abc123456",
        "TemplateOutputFormat": 1,
        "DocumentTemplateBusinessName": "...",
        "CreatedOn": "2018-07-03T06:23:01Z",
        "UpdatedOn": "2020-01-01T21:57:21Z",
        "UpdatedBy": "System",
        "UniqueId": "fd8e3050-ba38-4580-8320-bba6af008280",
        "SystemId": "{ metadata: { id: 887766, processed: true } }"
    }],
    "CurrentPageSize": 25,
    "CurrentPage": 1,
    "CurrentOrderField": "Id",
    "CurrentSortDirection": 1,
    "FirstItem": 1,
    "HasNextPage": true,
    "HasPreviousPage": false,
    "LastItem": 1,
    "PageNumber": 1,
    "PageSize": 25,
    "TotalItems": 1,
    "TotalPages": 1
}

Get single DocumentTemplate by Id

Gets one documenttemplate record by its Id. 
GET https://spaces.nexudus.com/api/crm/documenttemplates/:Id

🔒 Requires role "DocumentTemplate-Read"

URL parameters
Id: number requried

Example request

GET https://spaces.nexudus.com/api/crm/documenttemplates/1234567
Content-Type: application/json
Authentication: Basic ZXhhbXBsZUBuZXh1ZHVzLmNvbTpFeGFtcGxlMTIzNA==

Example response


{
  "Id": 1234567,
  "BusinessId": 12345678,
  "Document": "Abc123456",
  "Name": "Joe",
  "TemplateOutputFormat": 1,
  "CreatedOn": "2018-07-03T06:23:01Z",
  "UpdatedOn": "2020-01-01T21:57:21Z",
  "UpdatedBy": "System",
  "UniqueId": "312b12be-ea8c-4b88-a755-1e43e2499be2",
  "SystemId": "{ metadata: { id: 887766, processed: true } }"
}

Create new DocumentTemplate

Creates a new documenttemplate. 
POST https://spaces.nexudus.com/api/crm/documenttemplates

🔒 Requires role "DocumentTemplate-Create"

Body parameters
BusinessId: number required
Name: string required
Document: string optional
TemplateOutputFormat: Nexudus.Coworking.Core.Enums.eDocumentTemplateFormat optional

Example request

POST https://spaces.nexudus.com/api/crm/documenttemplates
Content-Type: application/json
Authentication: Basic ZXhhbXBsZUBuZXh1ZHVzLmNvbTpFeGFtcGxlMTIzNA==


{
    "BusinessId": 12345678,
    "Name": "Joe",
    "Document": "Abc123456",
    "TemplateOutputFormat": 1, //(check Enumerated values section below)
}

Example valid response


{
    "Status": 200,
    "WasSuccessful": true,
    "Message": "Record 'Name of the record' has been succesfully created.",
    "Value": {
        "Id": 12354678
    }
}

Example invalid response


{
    "Status": 500,
    "Message": "Name: may not be null or empty",
    "Value": null,
    "WasSuccessful": false,
    "Errors": [
        {
            "AttemptedValue": null,
            "Message": "may not be null or empty",
            "PropertyName": "Name"
        },
    ]
}

Update DocumentTemplate

Updates an existing documenttemplate. 
PUT https://spaces.nexudus.com/api/crm/documenttemplates

PUT requests require ALL record properties to be submitted with every request. Any missing properties will be cleared or set to false.

🔒 Requires role "DocumentTemplate-Edit"

Body parameters
Id: number required
The unique Id of the documenttemplate to update.
BusinessId: number cleared if missing
Name: string cleared if missing
Document: string cleared if missing
TemplateOutputFormat: Nexudus.Coworking.Core.Enums.eDocumentTemplateFormat cleared if missing

Example request

PUT https://spaces.nexudus.com/api/crm/documenttemplates
Content-Type: application/json
Authentication: Basic ZXhhbXBsZUBuZXh1ZHVzLmNvbTpFeGFtcGxlMTIzNA==


{
    "Id": 12345678,
    "BusinessId": 12345678,
    "Name": "Joe",
    "Document": "Abc123456",
    "TemplateOutputFormat": 1, //(check Enumerated values section below)
}

Example valid response


{
    "Status": 200,
    "WasSuccessful": true,
    "Message": "Record 'Name of the record' has been succesfully updated.",
    "Value": {
        "Id": 12354678
    }
}

Example invalid response


{
    "Status": 500,
    "Message": "Name: may not be null or empty",
    "Value": null,
    "WasSuccessful": false,
    "Errors": [
        {
            "AttemptedValue": null,
            "Message": "may not be null or empty",
            "PropertyName": "Name"
        },
    ]
}

Delete DocumentTemplate

Deletes an existing documenttemplate by its Id. 
DELETE https://spaces.nexudus.com/api/crm/documenttemplates/:Id

🔒 Requires role "DocumentTemplate-Delete"

URL parameters
Id: number required
The unique Id of the documenttemplate to update.

Example request

DELETE https://spaces.nexudus.com/api/crm/documenttemplates/12345678
Content-Type: application/json
Authentication: Basic ZXhhbXBsZUBuZXh1ZHVzLmNvbTpFeGFtcGxlMTIzNA==

Example valid response


{
    "Status": 200,
    "WasSuccessful": true,
    "Message": "The record was deleted successfully.",
    "Value": null,
    "OpenInDialog": false,
    "RedirectURL": null,
    "JavaScript": null,
    "Errors": null
}

Commands

Commands allow to perform actions against one or more documenttemplate records. Some commands accept only one record while others can run an action for a number of records at the same time. Each command has metadata with information about how it can be used and the amount of records, if any, it needs to run.

Get Commands

Get all commands available to run for documenttemplate records. 
GET https://spaces.nexudus.com/api/crm/documenttemplates/commands

Example request

GET https://spaces.nexudus.com/api/crm/documenttemplates/commands
Content-Type: application/json
Authentication: Basic ZXhhbXBsZUBuZXh1ZHVzLmNvbTpFeGFtcGxlMTIzNA==

Example valid response


[
	{
		"Key": "COMMAND_KEY_1",
		"Name": "Command 1 english description",
		"AppliesOnlyToMultipleEntities": false,
		"DisplayInDropdown": true,
		"DisplayInDropdownV2": true,
		"AppliesOnlyToOneEntity": false,
		"AppliesOnlyToTwoEntities": false,
		"DisplayInGrid": false,
		"NeedsEntitiesToRun": true,
		"Order": 2,
		"RequiresParameters": []
	},
	{
		"Key": "COMMAND_KEY_2",
		"Name": "Command 2 english description",
		"AppliesOnlyToMultipleEntities": false,
		"DisplayInDropdown": true,
		"DisplayInDropdownV2": true,
		"AppliesOnlyToOneEntity": true,
		"AppliesOnlyToTwoEntities": false,
		"DisplayInGrid": true,
		"NeedsEntitiesToRun": true,
		"Order": 10,
		"RequiresParameters": 
		[
			{
				"Name": "Parameter 1 description",
				"Type": "string",
			},
			{
				"Name": "Parameter 2 description",
				"Type": "Boolean",
			}
		]
	},
	...
]

Run Command

Runs a command based on its Key and one or more documenttemplate record IDs. 
POST https://spaces.nexudus.com/api/crm/documenttemplates/runacommand
🔒 Requires role "DocumentTemplate-Edit"

Example request

POST https://spaces.nexudus.com/api/crm/documenttemplates/runcommand
Content-Type: application/json
Authentication: Basic ZXhhbXBsZUBuZXh1ZHVzLmNvbTpFeGFtcGxlMTIzNA==


{
	"Ids":[1329961649],
	"Parameters": 
	[
		{ 
			"Type": "string"
			"Value":987654321
		},
		{
			"Type": "Boolean",
			"Value":true
		},
		...
	],
	"Key":"COMMAND_KEY_2"
}

Example valid response


{
	"Errors": null
	"JavaScript": null
	"Message": "Result description"
	"OpenInDialog": false
	"OpenInWindow": false
	"RedirectURL": null
	"Status": 200
	"UpdatedBy": "email@example.net"
	"UpdatedOn: "2020-06-04T11:40:20Z"
	"Value: {Id: 12345678}
	"WasSuccessful: true
}

Enumerated values

TemplateOutputFormat

GET /api/utils/enums?name=eDocumentTemplateFormat

Binary files

The following endpoints return binary data. Check the `ContentType` header to understand the type of file being returned in the response stream.

BinaryDocument

GET https://spaces.nexudus.com/api/crm/documenttemplates/getbinarydocument/:id
URL parameters
Id: number required
The id of the DocumentTemplate to get the binarydocument for.

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