For the complete documentation index, see llms.txt. This page is also available as Markdown.

_edit

Edits the data of a Form.

id

The ID of the Form being edited.

name

The name of the Form, the "|" character cannot be used when naming Forms.

email_template_id

The ID of an Email Template which the Form can use.

theme

The theme of the autodocs in the Form:

  • blackwhite-normals

  • bluestyle

  • greenblue-single-border-foothead

  • grey-borderless-edges

  • greyback

  • orange-thickbordery

  • plain

  • standard

type

The Form's type:

  • 0=Job

  • 3=Job Table

  • 4=Quote

  • 5=Purchase Order

  • 6=Quote Table

  • 7=Invoice

  • 8=Invoice Table

  • 9=Opportunities

  • 10=Opportunities Table

replyto

The email address that replies to this Form will go to.

fields

An array for each question/field that the Form will have, includes several sub-variables for each field:

  • name (string)

  • type (What the field will be answered with. Suitable terms: input/signature/image/number/textarea/date/checkbox/barcode/combobox/select/ select-multiple/radio-block/radio-inline/textblock/assets/calculation/department/ geolocate/header-start/header-end/job/job_notes/locations/matrix/schedule-of-rates/ suppliers/subform/tandc/users)

  • sources (Defines a source for the question/field to be filled in by, taking a value from elsewhere

  • visibility_rules (Array of conditions for the question/field) [{"name":"test_form_edit","cond":"equals","type":"val","val":"test_value","type2":"","val2":""}]

  • hidden (integer value, 0 or 1)

  • report (integer value, 0 or 1)

  • readonly (Integer, sets if the question/field is editable "0" or read-only "1")

  • required (integer value, 0 or 1)

  • meta (has extra data, e.g '{"id":1875260329706,"default_value":"Default Answer","add_to_card":1}')

  • extras[values] (Extra information, can be used for choice options, calculations or ID arrays depending on the field type.) Choice options: combobox/select/select-multiple/radio-block/radio-inline/ textblock/tandc e.g "Yes No" Calculations: calculation e.g "question1+question2" ID Arrays: job/subform e.g ["50012"]

  • extras[max-items] (Used if a field is set to the schedule-of-rates type)

onlyField

If this parameter is set to a value other than 0, autodoc data won't be modified.

report_doc

An array of the autodocs data in the Form.

send_notification

Sets if the Form will send out a notification. 1=no, 2=yes

do_not_update_stock_levels

Parameter that if set to 1 prevents Stock levels being updated if a Stock is linked to a Job with this Form.

slots

Sets the slot data for the Form through a few variables:

If the slots are enabled, how many per day, minimum days of notice, and an array of what days the slots are on, from Sunday to Saturday

e.g {"enabled":1,"slots":2,"notice":1,"days":[0,1,1,0,1,0,0]}

required_skills

An array of set Skill IDs required for this Form.

onComplete

The instructions data for what will happen when the Form is completed.

Example

Results

On Success

On Failure

If the "id" parameter has an integer value less than 0:

If the "name" parameter is not set:

If the "name" parameter uses the "|" character at all:

If the "id" parameter does not match an existing form:

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