Application & Process Automation

Getting Started
Authentication & Access
Accounts with Multi-Factor Authentication
Using method GetPrograms
Common Usage Scenarios
Create and Submit a Project
Add/Change Data in an Existing Project
Daily Polling for Project Changes
Troubleshooting
Using Custom IDs
API Method Reference
GetPrograms
URL Format
Response
XML Attributes
Sample Code
GetForms
URL Format
Response
Forms Attributes
AvailableInStatuses and LeadsToStatus
Status Attributes
Sample Code
GetFormSchema
V1 Response
V2 Response
Sample Code
GetProjects
V1 Response
V2 Response
V3 Response
Sample Code
GetProjectsByNumber
V1 Response
V2 Response
Sample Request
Sample Code
GetProjectsByData
Sample Request
Request XML Nodes and Attributes
V1 Response
V2 Response
CreateNewProject
Sample Response
Response XML Attributes
Sample Code
GetAllProjectData - Admin only
Sample Response
XML Attributes
Sample Code
GetProjectData
Sample Response
XML Attributes
Sample Code
SetProjectData
Sample Request
Request XML Attributes
Sample Response
Response XML Attributes
Sample Code
GetActiveAttachment
URL Format
Sample Code
GetAttachmentAsAdmin – Admin only
URL Format
SetProjectAttachment
Identifying attachment file types
URL Format
Sample Response
Response XML Attributes
Sample Code
SetAttachmentMetadata
Sample Request
Request XML Attributes
Sample Response
Response XML Attributes
Sample Code
GetAttachmentMetadata
URL Format
Sample Response
Response XML Attributes
Sample Code
SubmitProject
URL Format
Sample Response
Response XML Attributes
Sample Code
GetStatusList – Admin only
Sample Code
URL Format
Sample Response
Response XML Attributes
GetCustomListChoices
URL Format
Sample Response
Response XML Attributes
GetProjectStatusHistory – Admin only
URL Format
Sample Response
Response XML Attributes
Sample Code
SetProjectStatus – Admin only
URL Format
Sample Response
Response XML Attributes
Sample Code
GetExportProject – Admin only
Response XML Attributes
Sample Code
URL Format
Sample Response
CreateMfaSessionToken
URL Format
Sample Request
Request XML Attributes
Sample Response
Response XML Attributes
Sample Code
DeleteMfaSessionToken
URL Format
Sample Response
Sample Code
SetAssignee
URL Format
Sample Request
Request XML Attributes
Sample Response
Response XML Attributes
SetProjectOwner
URL Format
Sample Request
Request XML Attributes
Sample Response
Response XML Attributes
GetInquiryThreads – Admin Only
GetNotesInInquiryThread – Admin Only
SetInquiryNote – Admin Only
SetInquiryThreadStatus – Admin Only
SetInquiryThreadExternalId – Admin Only
SetProjectStatusReportAs – Admin only
Code Samples
EncodeAuthorizationHeader
MakeGetRequest
MakePostRequest
MakeGetFileRequest
MakeDeleteRequest
PowerShell

V2 API Changes

All API Methods
– Namespace has been removed.

CreateNewProject
– `Project.Url.Value` has been moved to `Project.Url`
– `Project.Status` has been moved to `Project.CurrentStatus.Name`
– `Project.StatusTimestamp` has been moved to `Project.CurrentStatus.Timestamp`
– `Project.Forms[].Title` has been moved to `Project.Forms[].Name`
– New attribute `Project.ProjectNumber`
– New attribute `Project.CurrentStatus.StatusId`
– New attribute `Project.CurrentStatus.CustomId`
– Removed deprecated attribute `Project.Forms[].AvailableInStatuses[].Deleted`
– Removed deprecated attribute `Project.Forms[].LeadsToStatus`​

SubmitProject
– `Project.Url.Value` has been moved to `Project.Url`
– `Project.Status` has been moved to `Project.CurrentStatus.Name`
– `Project.StatusTimestamp` has been moved to `Project.CurrentStatus.Timestamp`
– New attribute `Project.CurrentStatus.StatusId`
– New attribute `Project.CurrentStatus.CustomId`

GetProjectData
– Data field date values return in the format `yyyy-MM-dd` instead of `MM/dd/yyyy`
– Boolean values return `true`/`false` instead of `True`/`False`
– `Project.Url.Value` has been moved to `Project.Url`
– `Project.DataFields[].Instance` has been removed. Multi-instance data fields use a list of values `Project.DataFields[].Values[]` instead of displaying them separately.
– New attribute `Project.LastChangeTimestamp`
– New attribute `Project.CurrentStatus.CustomId`
– New attribute `Project.DataFields[].CustomId`
– New attribute `Project.Attachments[].CustomId`

SetProjectData Request
– Data field date values must be in the format `yyyy-MM-dd`
– Boolean values must be the format `true`/`false`
– Multi-instance data fields use a list of values `DataFields[].Values[]` instead of referencing the index via `DataFields[].InstanceId`

SetProjectData Response
– CalculatedFields has been removed
– Data field date values return in the format `yyyy-MM-dd` instead of `MM/dd/yyyy`
– Boolean values return `true`/`false` instead of `True`/`False`
– `Project.Url.Value` has been moved to `Project.Url`
– `Project.DataFields[].Instance` has been removed. Multi-instance data fields use a list of values `Project.DataFields[].Values[]` instead of displaying them separately.
– New attribute `Project.LastChangeTimestamp`
– New attribute `Project.CurrentStatus.CustomId`
– New attribute `Project.DataFields[].CustomId`
– New attribute `Project.Attachments[].CustomId`

GetProjects
– `Project.OwnerEmailAddress` has been moved to `Project.ProjectOwner.Email`
– `Project.ProjectOwner.Name` has been added.
– `Project.Status` has been moved to `Project.CurrentStatus.Name`
– `Project.StatusCustomId` has been moved to `Project.CurrentStatus.CustomId`
– `Project.StatusPublicId` has been moved to `Project.CurrentStatus.PublicId`
– `Project.StatusTimestamp` has been moved to `Project.CurrentStatus.Timestamp`