API Docs / Schemas / DataFormRequestDto

DataFormRequestDto

A form request sent to a client

Properties

Name Type Description
codestring

The unique code for this form request

The unique code for this form request

dataFormCodeAndNameDto
clientCodeAndNameDto
statusenum

PendingResponse ResponseReceived

PendingResponse ResponseReceived

submittedAtstring

The date and time the client submitted their answers, if submitted

The date and time the client submitted their answers, if submitted

submittedByEmailstring

Email address of the recipient who submitted (from magic link token).

Email address of the recipient who submitted (from magic link token).

notifyUserCodeAndNameDto
autoAcceptDataboolean

When true, submitted data is automatically accepted and copied to the client record without manual review

When true, submitted data is automatically accepted and copied to the client record without manual review

messagestring

A message from the sender explaining what the client needs to do

A message from the sender explaining what the client needs to do

sentToEmailsarray of string

The email addresses the form notification was sent to

The email addresses the form notification was sent to

sentAtstring

When the notification email was sent

When the notification email was sent

magicLinkTokenstring

The magic link token for this request. Only populated on detail responses for pending requests.

The magic link token for this request. Only populated on detail responses for pending requests.

answersarray of DataFormAnswerDto

The submitted answers. Only populated on detail (GetByCode) responses.

The submitted answers. Only populated on detail (GetByCode) responses.

pendingReviewCountinteger

Number of answers still awaiting review (ReviewStatus = Pending)

Number of answers still awaiting review (ReviewStatus = Pending)

taskCodeAndNameDto
createdDatestring

The date and time this request was created (i.e. sent to the client)

The date and time this request was created (i.e. sent to the client)

JSON Example

{
  "code": "string",
  "dataForm": {
    "code": "string",
    "name": "string"
  },
  "client": {
    "code": "string",
    "name": "string"
  },
  "status": "PendingResponse",
  "submittedAt": "2024-01-01T00:00:00Z"
}

Used By Operations

Contained in Schemas