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

SetInquiryNote – Admin Only

Adds a new Project Inquiries thread along with a starting note to the given project, or appends a new note to an existing Project Inquiries thread associated with the given project, depending on if a ThreadId is provided in the request. Requires admin write access to the project.
 
HTTP verb: POST
Required inputs: ProgramId, ProjectID
 

Path Parameters
Path Parameters Description
ProgramId The ID of the program.
ProjectID The ID of the project to set the inquiry to.

URL Format

Format: https://{BaseURL}/Programs/{ProgramId}/Projects/{ProjectId}/SetInquiryNote
 
Sample: https://{BaseURL}/Programs/1HF29X4P/Projects/AK6ZP5H9/SetInquiryNote

Sample Request

Note: Request payloads must include the namespace “http://service.powerclerk.com/api/v1” (see below).


<InquiryNoteRequest xmlns=”http://service.powerclerk.com/api/v1”>
  <InquiryThread Title="Example New Thread" Category="General">
    <InquiryNote Author="Example User">
      <NoteContent>Example New Note</NoteContent>
    </InquiryNote>
  </InquiryThread>
</InquiryNoteRequest>


<InquiryNoteRequest xmlns=”http://service.powerclerk.com/api/v1”>
  <SetInquiryThread Title="Example New Thread" Category="General">
    <SetInquiryNote Author="Example User">Example New Note</SetInquiryNote>
  </SetInquiryThread>
</InquiryNoteRequest>

<InquiryNoteRequest xmlns=http://service.powerclerk.com/api/v1>
  <InquiryThread ThreadId=”N58VKF4CSNRP”>
    <InquiryNote Author="Example User">
      <NoteContent>Example New Note</NoteContent>
    </InquiryNote>
  </InquiryThread>
</InquiryNoteRequest>

Sample Response


<NotesInInquiryThreadResponse ProgramId="1HF29X4P" ProjectId="M4AN7RYRSYZE" ThreadId="5PATRFQ83TPB" xmlns=http://service.powerclerk.com/api/v1/ xmlns:xsd=http://www.w3.org/2001/XMLSchema xmlns:xsi=http://www.w3.org/2001/XMLSchema-instance>
    <InquiryNoteList>
        <InquiryNote NoteId="7UHK314CYGVE" Author="Example User" IsAdmin="True" SubmittedTimestamp="2023-03-30T11:47:38-07:00">
            <NoteContent>Example New Note</NoteContent>
        </InquiryNote>
    </InquiryNoteList>
</NotesInInquiryThreadResponse>