Download OpenAPI specification:Download
Contains functionality for managing client data.
For endpoints that support localization the language can be passed either as a query string parameter (using the name 'language') or in the 'accept-language' header.
If no language is passed to such endpoints then the default configured language will be used.
Retrieves change-request for details of the contact.
contactId required | integer <int32> Contact Id |
changeRequestId required | integer <int32> Change request id |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "id": 0,
- "uId": "string",
- "contact": {
- "id": 0,
- "name": "string"
}, - "status": {
- "id": 0,
- "name": "string"
}, - "createDate": "2024-12-18T16:13:41Z",
- "initiatorMember": {
- "id": 0,
- "name": "string"
}, - "initiatorComment": "string",
- "reviewDate": "2024-12-18T16:13:41Z",
- "reviewMember": {
- "id": 0,
- "name": "string"
}, - "reviewComment": "string",
- "details": [
- {
- "path": "string",
- "originalValue": "string",
- "targetValue": "string",
- "isApprovalRequired": true
}
]
}
Enumerates change request statuses.
Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Internal Server Error
{- "changeRequestStatuses": [
- {
- "id": 0,
- "name": "string"
}
]
}
Checks if a pending change request exists. If yes retrieves basic information on it.
contactId required | integer <int32> Contact Id |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "hasPendingChangeRequest": true,
- "changeRequest": {
- "id": 0,
- "initiatorMember": {
- "id": 0,
- "name": "string"
}, - "createdDate": "2024-12-18T16:13:41Z"
}
}
Searches change-requests given criteria. A member can only see change requests for contacts which they have access to (with or without hierarchy).
memberId required | integer <int32> Member Id |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
The parameter DTO
page | integer <int32> |
pageSize | integer <int32> |
sortOrder | string (SortOrder) Enum: "Ascending" "Descending" |
sortBy | string Nullable Sorting is available for Id, StatusId, CreateDate, InitiatorMemberId, ContactId, ReviewDate, ReviewMemberId. By default, the latest results would be returned first. |
excludeHierarchy | boolean Limit search results to change requests of directly accessible contacts only |
statusId | integer <int32> Nullable |
createDateFrom | string <date-time> Nullable |
createDateTo | string <date-time> Nullable |
initiatorMemberIds | Array of integers <int32> Nullable |
contactIds | Array of integers <int32> Nullable |
reviewDateFrom | string <date-time> Nullable |
reviewDateTo | string <date-time> Nullable |
reviewMemberIds | Array of integers <int32> Nullable |
paths | Array of strings Nullable Return submissions which have at least one of the paths specified |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "page": 0,
- "pageSize": 0,
- "sortOrder": "Ascending",
- "sortBy": "string",
- "excludeHierarchy": true,
- "statusId": 0,
- "createDateFrom": "2024-12-18T16:13:41Z",
- "createDateTo": "2024-12-18T16:13:41Z",
- "initiatorMemberIds": [
- 0
], - "contactIds": [
- 0
], - "reviewDateFrom": "2024-12-18T16:13:41Z",
- "reviewDateTo": "2024-12-18T16:13:41Z",
- "reviewMemberIds": [
- 0
], - "paths": [
- "string"
]
}
{- "results": [
- {
- "id": 0,
- "contact": {
- "id": 0,
- "name": "string"
}, - "status": {
- "id": 0,
- "name": "string"
}, - "createDate": "2024-12-18T16:13:41Z",
- "initiatorMember": {
- "id": 0,
- "name": "string"
}, - "reviewDate": "2024-12-18T16:13:41Z",
- "reviewMember": {
- "id": 0,
- "name": "string"
}
}
], - "page": 0,
- "pageSize": 0,
- "pageCount": 0,
- "totalCount": 0
}
Cancels a change-request. Cancelling is only possible from “pending” status, and can be done only by the member which initiated the change-request.
contactId required | integer <int32> Contact Id |
changeRequestId required | integer <int32> Change request id |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
No Content
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "code": "General",
- "subCode": "string",
- "message": "string",
- "correlationId": "string",
- "properties": {
- "property1": null,
- "property2": null
}
}
Reviews a change-request. Review is only possible from "pending" status. Initiating member cannot review their own change.
contactId required | integer <int32> Contact Id |
changeRequestId required | integer <int32> Change request id |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
The parameter DTO
isApproved | boolean |
comment | string Nullable |
No Content
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "isApproved": true,
- "comment": "string"
}
{- "code": "General",
- "subCode": "string",
- "message": "string",
- "correlationId": "string",
- "properties": {
- "property1": null,
- "property2": null
}
}
Deletes the profile picture for the contact specified
contactId required | integer <int32> Contact id |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "code": "General",
- "subCode": "string",
- "message": "string",
- "correlationId": "string",
- "properties": {
- "property1": null,
- "property2": null
}
}
Returns the stored profile picture for the contact specified
contactId required | integer <int32> Contact id |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "imageContentBase64": "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",
- "isDefaultImage": false
}
Updates and stores a profile picture for the contact specified
contactId required | integer <int32> Contact id |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
Profile picture payload
imageContentBase64 | string Nullable |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "imageContentBase64": "string"
}
{- "code": "General",
- "subCode": "string",
- "message": "string",
- "correlationId": "string",
- "properties": {
- "property1": null,
- "property2": null
}
}
Retrieves all details saved on a contact.
contactId required | integer <int32> Contact id |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "id": 0,
- "hasPendingChangeRequest": true,
- "details": { }
}
Partially updates contact details:
Any update would be subject to the following:
Possible ApiError.SubCode values:
UsernameNotUnique: The provided username or email (when username is coupled with email) is not unique.
contactId required | integer <int32> Contact id |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
The parameter DTO
details | object |
comment | string Nullable |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "details": { },
- "comment": "string"
}
{- "isApprovalRequired": true
}
Updates contact details in full. A member updating contact details might be subject to an approval process if any of the fields updated requires approval (per contact data schema configuration). The resulting change-request would need to be reviewed and approved for the change to be applied to the contact. An app calling the endpoint is not subject to such potential limitation.
Any update would be subject to the following:
Possible ApiError.SubCode values:
UsernameNotUnique: The provided username or email (when username is coupled with email) is not unique.
contactId required | integer <int32> Contact id |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
The parameter DTO
details | object |
comment | string Nullable |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "details": { },
- "comment": "string"
}
{- "isApprovalRequired": true
}
Retrieves contact external connections (e.g. the CBS or SSO external Id). The Id used for the import service is depicted with system “Default”.
contactId required | integer <int32> Contact id |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "connections": [
- {
- "externalId": "string",
- "system": "string"
}
]
}
Adds a contact external connections (e.g. the CBS or SSO external-id). External-Ids must be unique across all contacts (regardless of system input). External-id information may be routed internally according to the following:
contactId required | integer <int32> Contact id |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
External connection
externalId | string Nullable |
system | string Nullable |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "externalId": "string",
- "system": "string"
}
{- "code": "General",
- "subCode": "string",
- "message": "string",
- "correlationId": "string",
- "properties": {
- "property1": null,
- "property2": null
}
}
Retrieves contact’s username.
contactId required | integer <int32> Contact Id |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "username": "shannon.crawford@additiv.com"
}
Updates the username of a contact. Endpoint should only be used if DFS is the identity provider and email is not coupled with username. Inputted username must be unique across all contacts.
contactId required | integer <int32> Contact id |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
External connection
username | string Nullable |
No Content
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "username": "string"
}
{- "code": "General",
- "subCode": "string",
- "message": "string",
- "correlationId": "string",
- "properties": {
- "property1": null,
- "property2": null
}
}
Creates a new contact. the following applies:
Possible ApiError.SubCode values:
UsernameNotUnique: The provided username or email (when username is coupled with email) is not unique.
Accept-Language | string The ISO 639-1 language to use for localizable data. |
The parameter DTO
contactTypeId | integer <int32> |
memberIds | Array of integers <int32> Nullable |
username | string Nullable |
details | object |
Created
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "contactTypeId": 0,
- "memberIds": [
- 0
], - "username": "string",
- "details": { }
}
{- "id": 0,
- "uId": "string",
- "details": null
}
Searches details change history given criteria. Changes are returned grouped by submissions. Execution date refers to the time the changes took place, regardless of a potential approval process that may have preceded the execution.
contactId required | integer <int32> Contact id |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
The parameter DTO
page | integer <int32> |
pageSize | integer <int32> |
sortOrder | string (SortOrder) Enum: "Ascending" "Descending" |
sortBy | string Nullable Sorting is available for contactChangeSetId, executionDate, initiatorPersonId. by default, the latest results would be returned first. |
initiatorPersonIds | Array of integers <int32> Nullable |
executionDateFrom | string <date-time> Nullable |
executionDateTo | string <date-time> Nullable |
paths | Array of strings Nullable Return submissions which have at least one of the paths specified |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "page": 0,
- "pageSize": 0,
- "sortOrder": "Ascending",
- "sortBy": "string",
- "initiatorPersonIds": [
- 0
], - "executionDateFrom": "2024-12-18T16:13:41Z",
- "executionDateTo": "2024-12-18T16:13:41Z",
- "paths": [
- "string"
]
}
{- "results": [
- {
- "initiatorPerson": {
- "id": 0,
- "name": "string"
}, - "executionDate": "2024-12-18T16:13:41Z",
- "details": [
- {
- "path": "string",
- "originalValue": "string",
- "targetValue": "string",
- "isApprovalRequired": true
}
]
}
], - "page": 0,
- "pageSize": 0,
- "pageCount": 0,
- "totalCount": 0
}
Returns a CSV file containing the contacts that were requested using the 'POST /v1.0/contacts/export' service.
exportJobId required | string <uuid> The export job Id |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Accepted
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "code": "General",
- "subCode": "string",
- "message": "string",
- "correlationId": "string",
- "properties": {
- "property1": null,
- "property2": null
}
}
Returns a CSV file containing the legal-entities that were requested using the 'POST /v1.0/legal-entities/export' service.
exportJobId required | string <uuid> The export job Id |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Accepted
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "code": "General",
- "subCode": "string",
- "message": "string",
- "correlationId": "string",
- "properties": {
- "property1": null,
- "property2": null
}
}
Initiates the process to generate a CSV file containing details of the contacts selected (with all the attributes that are marked with ‘isExportable’ = true in the contact details schema) and responds with a jobId that identifies the process.
If the request body is empty, all the contacts will be returned in the CSV file.
If the request body has a GraphQl query, the contacts returned will be filtered based on the filters included in the query.
Accept-Language | string The ISO 639-1 language to use for localizable data. |
Accepted
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
query { contacts( where: { and: [{ personalInformation: { displayName: { contains: "Shannon" } } }] } ) { items { } } }
{- "exportJobId": "string"
}
Initiates the process to generate a CSV file containing details of the legalentities selected (with all the attributes that are marked with ‘isExportable’ = true in the contact details schema) and responds with a jobId that identifies the process.
If the request body is empty, all the contacts will be returned in the CSV file.
If the request body has a GraphQl query, the contacts returned will be filtered based on the filters included in the query.
Accept-Language | string The ISO 639-1 language to use for localizable data. |
Accepted
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
query { legalentities( where: { and: [{ details: { name: { contains: "Globales" } } }] } ) { items { id } } }
{- "exportJobId": "string"
}
Checks the status of the Contacts / Legal Entities sync process
statusId required | string <uuid> |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "status": "Unknown",
- "errorMessage": "string",
- "failedExternalIds": [
- "string"
]
}
Imports contact JSON data files to dedicated storage.
Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "files": [
- {
- "fileName": "string",
- "fileLength": 0,
- "uploadDate": "2024-12-18T16:13:41Z"
}
]
}
This API is deprecated. Use POST /v1.1/contacts/import/sync-data instead
Syncs contact data files from dedicated storage to DFS System Tables. Each contact entry specified in the files would either create a new contact in DFS or update an existing one depending on prior existence of a contact with the specified externalId. See import documentation for more information on data structure required to execute the endpoint successfully. The endpoint syncs the information synchronously and returns a response once the sync is done.
Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "failedExternalIds": [
- "string"
]
}
Syncs contact data files from dedicated storage to DFS System Tables. Each contact entry specified in the files would either create a new contact in DFS or update an existing one depending on prior existence of a contact with the specified externalId. See import documentation for more information on data structure required to execute the endpoint successfully. The endpoint syncs the information asynchronously. Use statusId to check sync progress.
Accept-Language | string The ISO 639-1 language to use for localizable data. |
Accepted
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "statusId": "string"
}
Imports legal entity JSON data files to dedicated storage.
Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "files": [
- {
- "fileName": "string",
- "fileLength": 0,
- "uploadDate": "2024-12-18T16:13:41Z"
}
]
}
This API is deprecated. Use POST /v1.1/legalentities/import/sync-data instead
Syncs legal entities data files from dedicated storage to DFS System Tables. Each legal entity entry specified in the files would either create a new legal entity in DFS or update an existing one depending on prior existence of a legal entity with the specified externalId. See import documentation for more information on data structure required to execute the endpoint successfully. The endpoint syncs the information synchronously and returns a response once the sync is done.
Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "failedExternalIds": [
- "string"
]
}
Syncs legal entities data files from dedicated storage to DFS System Tables. Each contact entry specified in the files would either create a new legal entity in DFS or update an existing one depending on prior existence of a legal entity with the specified externalId. See import documentation for more information on data structure required to execute the endpoint successfully. The endpoint syncs the information asynchronously. Use statusId to check sync progress.
Accept-Language | string The ISO 639-1 language to use for localizable data. |
Accepted
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "statusId": "string"
}
Gets details of a legal entity
legalEntityId required | integer <int32> Legal entity id |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "contactGroupId": 0,
- "details": null
}
Updates a legal entity's details
legalEntityId required | integer <int32> Legal entity id |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
The parameter DTO
details | any |
No Content
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "details": null
}
{- "code": "General",
- "subCode": "string",
- "message": "string",
- "correlationId": "string",
- "properties": {
- "property1": null,
- "property2": null
}
}
Gets details of a legal entity by a contact or a member in the scope of a contact
contactId required | integer <int32> The ID of the contact |
legalEntityId required | integer <int32> Legal entity id |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "contactGroupId": 0,
- "details": null
}
Creates a legal entity
Accept-Language | string The ISO 639-1 language to use for localizable data. |
The parameter DTO
contacts | Array of objects (LegalEntityContactAccessPolicyRequest) Nullable |
details | any |
Created
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "contacts": [
- {
- "contactId": 0,
- "accessPolicyIds": [
- 0
], - "share": 0
}
], - "details": null
}
{- "id": 0,
- "details": null
}
Retrieves schema information. This includes the schema components, JSON schema and fields metadata.
key required | string Schema key |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "id": 0,
- "key": "string",
- "schema": "string",
- "jsonSchema": "string",
- "concurrencyToken": 0
}
Updates schema definition. Updating the schema will automatically update the JSON schema and fields metadata. Should not be used outside of the schema editor.
key required | string The parameter key |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
The parameter DTO
schema | string Nullable |
jsonSchema | string Nullable |
concurrencyToken | integer <int64> |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "schema": "string",
- "jsonSchema": "string",
- "concurrencyToken": 0
}
{- "concurrencyToken": 0
}
Retrieves JSON schema for the specified schema. Use for external validation of dynamic data.
key required | string Schema key |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "jsonSchema": "string"
}
Retrieves all lists items used in Client Services.
This API is deprecated. Use POST /v1.0/schemas/lists/search instead.
Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Internal Server Error
{- "items": [
- {
- "listKey": "string",
- "listItems": [
- {
- "id": 0,
- "uid": "string",
- "label": "string",
- "key": "string"
}
]
}
]
}
Retrieve list items of a specific list used in Client Services.
This API is deprecated. Use POST /v1.0/schemas/lists/search instead.
listKey required | string |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "items": [
- {
- "id": 0,
- "uid": "string",
- "label": "string",
- "key": "string"
}
]
}
This API is deprecated. Use POST /v1.0/schemas/{key}/input-metadata/search
Retrieves attributes of fields in the schema and on special properties of them in order to render contact lists.
key required | string Schema key |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "fields": [
- {
- "key": "string",
- "label": "string",
- "fieldType": "Boolean",
- "listKey": "string",
- "isFilterable": true,
- "isSortable": true,
- "isReadOnly": true,
- "isArrayItem": true,
- "maxLength": 0,
- "tooltip": "string",
- "uiPath": [
- "string"
], - "hasListKey": true
}
]
}
Retrieves metadata of layout elements in CRM schemas for the purpose of rendering an input form.
key required | string |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "fields": [
- {
- "key": "string",
- "label": "string",
- "fieldType": "FieldSet",
- "parentKey": "string",
- "tooltip": "string",
- "isHidden": true,
- "isLabelHidden": true,
- "toggleHidden": {
- "when": "string",
- "eq": "string"
}
}
]
}
Retrieve top results from a specific list used in Client Services given a lookup term. Results may be further filtered by list-item hierarchy (for example, only states of a specific country are returned given a country input).
listKey required | string |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
filter | string Nullable Lookup term for which results are filtered. |
limit | integer <int32> Nullable Limit results up to the specified value. If not passed, 10 records are returned. |
includeId | integer <int32> Nullable Include a specific item in the results. |
isFilteredByHierarchy | boolean Nullable If true, it uses the HierarchyListItemId |
hierarchyListItemId | integer <int32> Nullable Parent list item id. If passed, it will return the list items which are children of this id. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "filter": "string",
- "limit": 0,
- "includeId": 0,
- "isFilteredByHierarchy": true,
- "hierarchyListItemId": 0
}
{- "items": [
- {
- "id": 0,
- "uid": "string",
- "label": "string",
- "key": "string"
}
]
}
Retrieves metadata of input elements in CRM schemas for the purpose of rendering an input form or read-only data like a contact list. Note that isReadOnly and isApprovalRequired flags are relevant only for member-facing use-cases.
key required | string |
Accept-Language | string The ISO 639-1 language to use for localizable data. |
fieldKeys | Array of strings Nullable |
layoutPathKey | string Nullable |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "fieldKeys": [
- "string"
], - "layoutPathKey": "string"
}
{- "fields": [
- {
- "key": "string",
- "label": "string",
- "fieldType": "Boolean",
- "listKey": "string",
- "listHierarchyFilterKey": "string",
- "isReadOnly": true,
- "isArrayItem": true,
- "tooltip": "string",
- "layoutPath": [
- {
- "label": "string",
- "key": "string"
}
], - "placeholder": "string",
- "isRequired": true,
- "isApprovalRequired": true,
- "isHidden": true,
- "validations": {
- "minLength": 0,
- "maxLength": 0,
- "regularExpression": "string",
- "minDate": "2024-12-18T16:13:41Z",
- "maxDate": "2024-12-18T16:13:41Z",
- "minValue": 0,
- "maxValue": 0,
- "decimal": 0
}, - "toggleHidden": {
- "when": "string",
- "eq": "string"
}, - "currency": "string"
}
]
}
Retrieves list items for specified lists. If no lists are specified, all lists will be returned.
Accept-Language | string The ISO 639-1 language to use for localizable data. |
listKeys | Array of strings Nullable |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "listKeys": [
- "string"
]
}
{- "items": [
- {
- "listKey": "string",
- "listItems": [
- {
- "id": 0,
- "uid": "string",
- "label": "string",
- "key": "string"
}
]
}
]
}