Create BP Record with Attachment
POST /ws/rest/service/v2/bp/record/file
Purpose:
Create a record in a specific BP in a shell based on project_number (provided in input JSON options) or from Company level if project/shell number is not provided.
The input JSON shall provide various options to be considered for fetching the data.
This V2 service will use the step form (creation form) to create a BP record. All the required fields and Validation rules will be run against the creation form used in the workflow details.
Note: Only one record with attachments is supported in this call.
Input:
All parameters should be URL encoded.
Both input & output in JSON format in the body.
Create BP Record with Attachment
{
"options": {
"project_number" : "P-0002",
"bpname": "Vendors",
"workflow_details":
{
"workflow_name": "workflow_name",
"user_name" : "first_name last_name",
"action_name" : "action_name"
}
},
"data": [
{
"uuu_user_id": "a@abc.com",
"uuu_record_last_update_date": "04-12-2018",
"uveFaxTB16": null,
"uveCertificateNoTB64": null,
"uvePrimaryContactTB64": "a",
"title": "v-00101",
"uveLicenseNoTB16": null,
"uuu_contact_company": "v-00101",
"uveCOIAmoutCA": 0,
"_bp_lineitems": [
{
"uirCntctFstNmTB": "a",
"uuu_user_workphone": null,
"uuu_tab_id": "List of Contacts",
"title": "t",
"ugenAddress1TXT120": null,
"ugenAddress2TXT120": null,
"ugenCountryPD": null,
"ugenCityTXT50": null,
"short_desc": "Vendor Contact",
"uriCntctLstNmTB": "b",
"ugenStatePD": null,
"ugenZipCodeTXT16": null,
"uveEmailTB120": "hello@abc.com",
"ugenAddress3TXT120": null,
"_attachment":[
{
"file_name":"new 1.txt",
"title":"file_title",
"issue_date":"05/06/2018",
"revision_no":"100"
}
],
"_attachment_from_dm":{
"dm_file_ids":"456,789"
}
}
],
"uvePolicyNoTB32": null,
"uveVendorTypePD": "Architect",
"ugenCityTXT50": null,
"uveCoiExpDOP": null,
"uuu_dm_publish_path": "v_path",
"uuu_contact_last_name": "b",
"ugenZipCodeTXT16": null,
"uveEmailTB120": "a@abc.com",
"ugenAddress3TXT120": null,
"uveReferenceIdTB16": null,
"uuu_creation_date": "04-12-2018",
"ugenRemarksTB4000": null,
"uvePhoneTB64": null,
"uveTaxIDTB16": null,
"uveMinorityBusCB": 0,
"uveInsuranceCoTB32": null,
"ugenExpirationDateDOP": null,
"uveWomanOwnedCB": 0,
"uveVendorNameTB50": "v-00101",
"ugenAddress1TXT120": null,
"uveDisadvantagedBusCB": 0,
"ugenDiscipline": null,
"creator_id": "Company Administrator",
"ugenAddress2TXT120": null,
"ugenCountryPD": null,
"uveVendorIDTB16": "v-00101",
"ugenStatePD": null,
"uuu_contact_first_name": "a",
"status": "Active",
"_attachment":[
{
"file_name":"new 1.txt",
"title":"file_title1",
"issue_date":"05/06/2018",
"revision_no":"300"
},
{
"file_name":"exp1.txt",
"title":"file_title2",
"issue_date":"05/06/2018",
"revision_no":"200"
}
],
"_attachment_from_dm":{
"dm_file_ids":"123,345"
}
}
]
,
"_attachment": {
"zipped_file_name" : "create.zip",
"zipped_file_size": "746089",
"zipped_file_content" :"<base64_encoded string of create.zip file>"
}
}
Notes:
- If "adding attachment" is disabled in Upper form or Detail form, and user is trying to attach file to corresponding form. Creating record will fail.
- Only one record creation with attachments is supported in this call.
- If the creation form has the "add attachment" disabled, then the files will not get attached.
- If the "_attachment" (outside data list) for zip file is not provided, then the record will be created without attachment.
- Field properties such as Read-only in step form (creation form) will be retained. The Field mandatory in step form must be present in Integration Form with direction set as "both" or "input".
- Field direction provided in Integration form will be retained.
- Auto-Creation setting is mandatory in Shell or Company BP Setup in the Admin mode.
- In input JSON options, the "project_number" specifies the shell in which the records exist, if the "project_number" is not provided, then the records are considered to be from Company Level.
- If the "record_no" is not provided, then an auto-generated "record_no" will be assigned to the record. If a unique "record_no" is provided, then the record will be created with a record number.
- The "bpname" is mandatory and is part of options form parameter.
- If the "workflow_details" is not specified, then the auto-creation settings, defined on the BP setup, will be used.
- If the "workflow_details" are specified, then the three params "user_name," "workflow_name," and "action_name" are mandatory.
- The validations will be performed:
- If the user is a valid active user in the project.
- The workflow name is valid and active.
- User is an assignee (user/group) on the creation step of the workflow.
- Action name is valid outgoing link from the creation step.
- The following error messages may display:
- Enter a valid or an active user. (Missing key or invalid user name)
- The workflow name is not valid. (Missing key or invalid/inactive workflow name)
- The user does not have an active workflow template. (User is not an assignee on the creation step)
- The workflow action name is not valid. (Missing key or invalid outgoing action name from creation step)
- If the "_attachment" (outside data list) for zip file is not provided, then the record will be created without attachment.
- Only one record input must be provided in Create BP record with attachment.
If files from the Document Manager (DM) need to be attached, the field "_attachment_from_dm" must be used. Within that field, a string of comma separated file IDs for the relevant DM files must be provided to the "dm_file_ids" field. Up to 50 files can be attached from the DM at the record and each line item level. Document Type BPs and Text Type BPs are not currently supported. Validations performed for attaching files from the DM using file IDs include:
- If the integration user has DM permissions.
- If the string provided to field "dm_file_ids" is a string of comma separated file IDs.
- If the file IDs provided are valid file IDs.
- Record and line item each have up to 50 files attached from the DM.
- Example input field:
"_attachment_from_dm":{
"dm_file_ids":"123,345"
}
Output:
JSON object containing 'status', 'data', 'message'
A message will be present if status is not 200 .
Status codes are:
1>200 OK, if all creation succeeds.
2>3000, if any of records creation fails.
Sample: Create Record with Attachment Response
{
"data": [],
"message": [
{
"uuu_user_id": "a@abc.com",
"uuu_record_last_update_date": "04-12-2018",
"uveFaxTB16": null,
"uveCertificateNoTB64": null,
"uvePrimaryContactTB64": "a",
"title": "v-00101",
"uveLicenseNoTB16": null,
"uuu_contact_company": "v-00101",
"_record_status": "success",
"uveCOIAmoutCA": 0,
"_bp_lineitems": [
{
"uirCntctFstNmTB": "a",
"uuu_user_workphone": null,
"uuu_tab_id": "List of Contacts",
"title": "t",
"ugenAddress1TXT120": null,
"_attachment_from_dm":{
"dm_file_ids":"456,789"
},
"_attachment": [
{
"issue_date": "05/06/2018",
"revision_no": "100",
"file_name": "new 1.txt",
"title": "file_title"
}
],
"ugenAddress2TXT120": null,
"ugenCountryPD": null,
"ugenCityTXT50": null,
"short_desc": "Vendor Contact",
"uriCntctLstNmTB": "b",
"ugenStatePD": null,
"ugenZipCodeTXT16": null,
"uveEmailTB120": "hello@abc.com",
"ugenAddress3TXT120": null
}
],
"uvePolicyNoTB32": null,
"_attachment_from_dm":{
"dm_file_ids":"123,345"
}
"_attachment": [
{
"issue_date": "05/06/2018",
"revision_no": "300",
"file_name": "new 1.txt",
"title": "file_title1"
},
{
"issue_date": "05/06/2018",
"revision_no": "200",
"file_name": "exp1.txt",
"title": "file_title2"
}
],
"record_no": "VEN-0086",
"uveVendorTypePD": "Architect",
"ugenCityTXT50": null,
"uveCoiExpDOP": null,
"uuu_dm_publish_path": "v_path",
"uuu_contact_last_name": "b",
"ugenZipCodeTXT16": null,
"uveEmailTB120": "a@abc.com",
"ugenAddress3TXT120": null,
"uveReferenceIdTB16": null,
"uuu_creation_date": "04-12-2018",
"ugenRemarksTB4000": null,
"uvePhoneTB64": null,
"uveTaxIDTB16": null,
"uveMinorityBusCB": 0,
"uveInsuranceCoTB32": null,
"ugenExpirationDateDOP": null,
"uveWomanOwnedCB": 0,
"uveVendorNameTB50": "v-00101",
"ugenAddress1TXT120": null,
"uveDisadvantagedBusCB": 0,
"ugenDiscipline": null,
"creator_id": "Company Administrator",
"ugenAddress2TXT120": null,
"ugenCountryPD": null,
"uveVendorIDTB16": "v-00101",
"ugenStatePD": null,
"uuu_contact_first_name": "a",
"status": "Active"
}
],
"status": 200
}
In case of any errors:
{
"data": [],
"message": [
{
"_record_status": "Error Business Process record_no hello already exists. ",
"record": {
"uuu_user_id": "a@abc.com",
"uuu_record_last_update_date": "04-12-2018",
"uveFaxTB16": null,
"uveCertificateNoTB64": null,
"uvePrimaryContactTB64": "a",
"title": "v-00101",
"uveLicenseNoTB16": null,
"uuu_contact_company": "v-00101",
"uveCOIAmoutCA": 0,
"_bp_lineitems": [
{
"uirCntctFstNmTB": "a",
"uuu_user_workphone": null,
"uuu_tab_id": "List of Contacts",
"title": "t",
"ugenAddress1TXT120": null,
"ugenAddress2TXT120": null,
"ugenCountryPD": null,
"ugenCityTXT50": null,
"short_desc": "Vendor Contact",
"uriCntctLstNmTB": "b",
"ugenStatePD": null,
"ugenZipCodeTXT16": null,
"uveEmailTB120": "hello@abc.com",
"ugenAddress3TXT120": null
}
],
"uvePolicyNoTB32": null,
"record_no": "hello",
"_attachment_from_dm": {
"dm_file_ids": "115"
}
"_attachment": [
{
"file_name": "new 1.txt"
}
],
"uveVendorTypePD": "Architect",
"ugenCityTXT50": null,
"uveCoiExpDOP": null,
"uuu_dm_publish_path": "v_path",
"uuu_contact_last_name": "b",
"ugenZipCodeTXT16": null,
"uveEmailTB120": "a@abc.com",
"ugenAddress3TXT120": null,
"uveReferenceIdTB16": null,
"uuu_creation_date": "04-12-2018",
"ugenRemarksTB4000": null,
"uvePhoneTB64": null,
"uveTaxIDTB16": null,
"uveMinorityBusCB": 0,
"uveInsuranceCoTB32": null,
"ugenExpirationDateDOP": null,
"uveWomanOwnedCB": 0,
"uveVendorNameTB50": "v-00101",
"ugenAddress1TXT120": null,
"uveDisadvantagedBusCB": 0,
"ugenDiscipline": null,
"creator_id": "Company Administrator",
"ugenAddress2TXT120": null,
"ugenCountryPD": null,
"uveVendorIDTB16": "v-00101",
"ugenStatePD": null,
"uuu_contact_first_name": "a",
"status": "Active"
}
}
],
"status": 3000
}
or if zip_file_size of uploaded zip file is not correct:
{
"data": [],
"message": [
"Uploaded Zip file is invalid"
],
"status": 3003
}
Related Topics
Update BP Record with Attachment
Payment Application with Auto-populate from SOV and Commits
Add Assignees to Workflow BP Records
Last Published Tuesday, July 1, 2025