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This category covers all endpoints related to project management, from creation to managing associated details like addresses and contacts.
Project Creation
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Step 1: Retrieve Configuration Data
Before creating a project, it's important to fetch the configuration data to ensure it can be correctly set up with valid data fields such as projectType
, Statuses
, etc. This involves making API calls to retrieve listTypes
and their corresponding items.
Fetching List Types
Call this endpoint to retrieve all available list types, including options for project settings such as types and statuses. This information is crucial for populating your application's dropdowns or similar selection interfaces.
Endpoint: GET /configurations/listTypes
Description: Retrieves a list of configurable types like project types, statuses, and other categories that are used across various endpoints to ensure data consistency.
Fetching List Items for Specific Types
Once you have the list types, fetch the items for specific types such as projectType
and Statuses
.
Endpoint: GET /configurations/listItems
Parameters:
typeId
: The ID of the type for which items are required (e.g.,projectType
,Statuses
).
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All list items are related to a purpose type. Ensure that the purpose types of "for Permitting" and "for Design Review" are not mixed together. Verify that all list item types match the correct purpose for your project. |
Step 2: Create a Project
With the necessary configuration data retrieved, create a project using the appropriate API endpoint.
Creating a New Project
Endpoint: POST /projects
Required Fields:
projectNumber
: Must be a unique identifier. Recommended using a user-known identifier for a better user experienceprojectType_LIID
: As retrieved from the configurations.status_LIID
: As retrieved from the configurations.purpose_id
: As retrieved from the configurations.cycle_LIID
: As retrieved from the configurations.
Example API Calls
Here is how you might call the API to get configuration data and create a project:
Fetch List Types:
Request:
GET /listTypes
Expected Response: List of types, including IDs and names for project settings.
Fetch List Items for 'ProjectType' and 'Statuses':
Request:
GET /listType/{projectTypeId}/listItems
Expected Response: Details of items for each project type, including IDs and values.
Manage Addresses
Explains how to add or update addresses associated with a project.
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