Update Folder Metadata by Path

POST /ws/rest/service/v1/dm/folder/update

Purpose

This service allows you to modify the metadata for documents under a folder using the folder path value.

Prerequisites

To use this REST service:

  • Configure the Document Manager (DM) in the shell where folder is to be created.
  • To include categories and phases in the request, ensure the categories are configured in the Project Phase.
    1. Go to the Company Workspace tab, and switch to Admin mode.
    2. In the left Navigator, select Data Structure Setup, select Data Definitions, and then select Basic.
    3. Open Project Phase.

    Multiple categories and phases can be included in the request.

  • As an integration user, you must also have update access on DM functionality.

Request Format

Send an API request in the following format:

(Form Data (content type : application/x-www-form-urlencoded))projectnumber: <value>

data:[

{

"Path": "<value>",

"Description": "<value>",

"Name": "<value>",

"Categories": "<value>",

"Phases": "<value>"

}

]

Note:

parent_node_id can be provided as a part of path parameter in request.

Supported Request Parameters

The following parameters can be included in the request:

Request Parameter Required? Data Type Description
projectnumber Yes String

The project number or shell that is to be included in the folder.

However, if you are creating a folder at the company level, the project number is not mandatory. By default, when the project number is not provided, the folder is then created in the specified path within the Company Level Shell.

Data JSON Map: The following parameters can be included. Optional fields are based on the Attribute form design.
Path Yes String

Path in the Document Manager where you want to update a folder.

Specify the full path of the document to update.

For example, "/Project Documents/Service docs/Folder1/pipeline estimate.doc"

Name No String

The new name of the renamed folder. A maximum length of 250 characters is supported.

Names that will not be supported are those that contain non-printable ascii, names with trailing spaces, and the special names "." and "..".

Description No String A short description of the folder's purpose.
Categories No String The folder category associated with the folder being updated.
Phases No String The phase associated with the folder being updated. For example, Preplanning.

Sample Request

To update a document "dm1.PNG" under "/test" folder, the data must be:

URL: http://<host>:<port>/ws/rest/service/v1/dm/document/update

data:[

{

"Path":"/test/dm1.PNG",

"Name":"dm1.PNG",

"Owner":"Company Administrator",

"Creation Date":"01/01/2016",

"% Complete":"100",

"Description":"dm1.PNG df"

}

]

Tip:

Use the GET call to get the structure of the JSON data.

Response Format

A JSON object is returned in the following format.

{

"data": [],

"message": [],

"status": <REST status code value>,

"rest_audit_id": <value>

}

Note:

The read-only fields will not be updated with values from input.

Sample Success Response

This is an example of a successful response:

{

"data":[

{

"Path":"/test/dm1.PNG",

"Creation Date":"01/01/2016",

"Owner":"Company Administrator",

"Description":"dm1.PNG df",

"% Complete":"100",

"Name":"dm1.PNG"

}

],

"message":[

{

"message":"OK"

}

],

"status":200

}

Sample Failed Response

This is an example of a failed response with a status code 505 for an invalid folder name.

{

"data":[

{

"Path":"/test/dm2.PNG",

"Creation Date":"01/01/2016",

"Owner":"Company Administrator",

"Description":"dm1.PNG df",

"% Complete":"100",

"Name":"d1.PNG"

}

],

"message":[

{

"message":"Invalid folder name."

}

],

"status":505

}

Supported Validation Messages and Status Codes

The following validation messages and status codes display in the response when incorrect values are provided in the request.

Field Name Use-case Scenario Status code Error Message
projectnumber The project number is invalid. 602 Server Error, Contact System Administrator.
projectnumber The project number is blank and Path is not valid. 505 Invalid folder name.
projectnumber The project number is blank and Path is valid at the company level. 200 Ok
Path The Path is blank 500 Server Error, contact system administrator.
Path An invalid Path is specified. 505 Invalid folder name.
Name The Name is blank. 505 Input Required: Name
Name Name is not specified in the data JSON object. 505 Server Error, contact system administrator.
Name Renamed a folder in a blank shell. 505 Invalid folder name.
Name Renamed a root folder. 505 Root folder cannot be renamed.
Name An existing folder is duplicated (case-insensitive) 505 Folder with given name already exists
Categories An invalid Category is specified. 505 Invalid Categories, Please provide correct Category values
Phases An invalid Phase is specified. 505 Invalid Phases, Please provide correct Phase values