DataFormRequestDto
A form request sent to a client
Properties
| Name | Type | Description |
|---|---|---|
| code | string | The unique code for this form request |
The unique code for this form request | ||
| dataForm | CodeAndNameDto | |
| client | CodeAndNameDto | |
| status | enum | PendingResponse ResponseReceived |
PendingResponse ResponseReceived | ||
| submittedAt | string | The date and time the client submitted their answers, if submitted |
The date and time the client submitted their answers, if submitted | ||
| submittedByEmail | string | Email address of the recipient who submitted (from magic link token). |
Email address of the recipient who submitted (from magic link token). | ||
| notifyUser | CodeAndNameDto | |
| autoAcceptData | boolean | 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 | ||
| message | string | A message from the sender explaining what the client needs to do |
A message from the sender explaining what the client needs to do | ||
| sentToEmails | array of string | The email addresses the form notification was sent to |
The email addresses the form notification was sent to | ||
| sentAt | string | When the notification email was sent |
When the notification email was sent | ||
| magicLinkToken | string | 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. | ||
| answers | array of DataFormAnswerDto | The submitted answers. Only populated on detail (GetByCode) responses. |
The submitted answers. Only populated on detail (GetByCode) responses. | ||
| pendingReviewCount | integer | Number of answers still awaiting review (ReviewStatus = Pending) |
Number of answers still awaiting review (ReviewStatus = Pending) | ||
| task | CodeAndNameDto | |
| createdDate | string | 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
-
GET
Get DataFormRequest
/tenants/{tenant}/data-form-requests/{code}
-
PUT
Update DataFormRequest
/tenants/{tenant}/data-form-requests/{code}
-
PUT
Update DataFormRequest
/tenants/{tenant}/data-form-requests/{code}
-
PUT
Review DataForm Answer
/tenants/{tenant}/data-form-requests/{code}/answers/{questionCode}/review
-
PUT
Resend DataForm Request
/tenants/{tenant}/data-form-requests/{code}/resend
-
POST
Send DataForm to Client
/tenants/{tenant}/data-forms/{code}/send