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

Troubleshooting

Common Troubleshooting Scenarios

 
Authorization Error Messages (HTTP 401 Unauthorized Errors):

  • Have you set up an API key for your user?
  • Is your user allowed access to your Program and Project?
  • Did you send the “X-ApiKey” header? Are you sending the correct API key value?
  • Are you sending the correct user authentication? (Basic for V1, and Bearer Token for V2)

Authorization and Permissions Error (HTTP 403 Forbidden Errors):

  • Are you attempting to request sensitive data without the right permissions?
  • Did you send a valid MFA Session Token or One-Time Password?

GetProjects is not retrieving expected projects.

  • Is there a changed_since parameter set up?
  • Are access groups or accent grants enabled? If so, GetProjects will only return projects that the caller has access to. Check the role and account to see if it has access to the projects.

Project Data Seems to be Missing:

  • What form is being referenced? Are the data fields on that Form?
  • Does your role have access to the projects and the forms it is trying to reach?

For More Assistance:

If the above does not apply to you, contact the PowerClerk’s Ticket System. In your support ticket, if you can, please answer the following questions:

  • What ProgramID?
  • Which x-amzn-RequestId was returned with the response to your call?
     

    Where to find your call's x-amzn-RequestId

    Figure 1: Where to find your call’s x-amzn-RequestId

     

  • What is the User Account making the API call? Is that account an admin in the program referenced in the API call?
  • What is the API request attempting to do, and what is the unexpected result?
    • If you can, please include what the response code is (ex: 400, 500, etc).
    • If you can, describe how this API call fits into your workflow?
  • What are the exact methods being utilized?
    • Please include the full URL, HTTP Method, headers, and request body (if applicable).
  • What is the API call pattern/frequency? Is this a one-off operation or routine?
  • The nature of call failure or unexpected behavior. Is the Symptom continuous or intermittent?
  • What are the timestamps of calls that exhibited the unexpected behavior?

This information will help our team identify and retrieve your call’s details and ease further investigating any related issues.

What’s Next?