Forms

Routes for managing custom forms


Get Form

GET/forms/form/:formId

Retrieve form.

Required attributes

  • Name
    formId
    Type
    string
    Description

    The id of the form you wish to load

cURL

    curl https://your.platform.url/api/gateway/forms/form/64df4f2d-5d84-424c-ba9e-838d58b92049 \
      -H "Authorization: Bearer {token}"

Sample Response

{
  "name":"test form",
  "uuid":"64df4f2d-5d84-424c-ba9e-838d58b92049",
  "description":"this is a test form",
  "state":"published",
  "formFields": [
    {
      "label":"checkbox",
      "name":"checkbox",
      "uuid":"7bc2153f-a9b6-46b4-bde3-e3bd7c4f3ad5",
      "reference":"checkbox",
      "validator":null,
      "order":0,
      "description":null,
      "placeholder":null,
      "prePopulationKey":null,
      "options":null,
      "formPage":null,
      "formFieldType": {
        "name":"CHECKBOX"
      },
      "formFieldConditions": []
    }
  ],
  "formPages":[],
  "formSettings":[],
  "formType": {
    "uuid":"57e1ade8-900d-4705-a469-c34e8501ea03",
    "name":"STANDARD"
  },
  "editorValidator": {
    "canDelete":true,
    "canEdit":true,
    "protectedFields":[]
  }
}

Get Form Implementation

GET/forms/form/implementations/:implementationId

Retrieve details of a specific form implementation by ID, to get the implementation ID see here.

Required attributes

  • Name
    implementationId
    Type
    string
    Description

    The id of the form implementation you wish to load

cURL

    curl https://your.platform.url/api/gateway/forms/form/implementations/b4fb32a2-4f88-42bc-af0a-4d2fa67ae818 \
      -H "Authorization: Bearer {token}"

Sample Response

{
  "uuid":"b4fb32a2-4f88-42bc-af0a-4d2fa67ae818",
  "createdAt":"2024-10-09T14:03:05.000000Z",
  "startedOn":"2024-10-09 14:03:05",
  "completedOn":"2024-10-14 08:47:45",
  "form": {...see form response above},
  "formFieldAnswers": [
    {
      "answer":true,
      "formField": {
        "label":"checkbox",
        "name":"checkbox",
        "uuid":"7bc2153f-a9b6-46b4-bde3-e3bd7c4f3ad5",
        "reference":"checkbox",
        "validator":null,
        "order":0,
        "description":null,
        "placeholder":null,
        "prePopulationKey":null,
        "options":null,
        "formPage":null,
        "formFieldType": {
          "name":"CHECKBOX"
        },
        "formFieldConditions": []
      }
    }
  ],
  "type":"TRANSACTION",
  "formImplementationAssignments": [
    {
      "uuid":"775922a0-cff8-11ee-8f8c-35cdaa30f76b",
      "type":"USER"
    },
    {
      "uuid":"5bb470e9-9f31-48db-9dab-db79af1c3664",
      "type":"DEAL"
    }
  ]
}

Get Form Templates

GET/forms/form/:formId/template

Retrieve available document generation templates for a specific form.

Required attributes

  • Name
    formId
    Type
    string
    Description

    The id of the form you wish to load the templates for

cURL

    curl https://your.platform.url/api/gateway/forms/form/64df4f2d-5d84-424c-ba9e-838d58b92049/template \
      -H "Authorization: Bearer {token}"

Sample Response

{
  "data": [
    {
      "uuid": "b1c6a2ec-35d2-41a8-8d9f-118e3bd4afa8",
      "template": {
        "guid": "38ce3bde-a5d9-4a54-a13e-19ae65a24268",
        "type": "subscription_document",
        "filename": "654c896b-186f-4282-80cf-ce6c21042d1d.docx",
        "fqfn": "documents/main/654c896b-186f-4282-80cf-ce6c21042d1d.docx",
        "originalFilename": "222222.docx",
        "createdAt": "2024-03-07 10:02:00",
        "validatedAt": null,
        "updatedAt": "2024-03-07 10:02:00"
      }
    },
    {
      "uuid": "1a0cab8c-cb34-4f1d-89c4-e6bd2ba3fb1a",
      "template": {
        "guid": "ebf71da4-1c36-4844-a6ad-e70e40d329ce",
        "type": "subscription_document",
        "filename": "e50a4c00-f8cf-4be0-b599-88bcca0f9b41.docx",
        "fqfn": "documents/main/e50a4c00-f8cf-4be0-b599-88bcca0f9b41.docx",
        "originalFilename": "222222.docx",
        "createdAt": "2024-05-15 09:38:43",
        "validatedAt": null,
        "updatedAt": "2024-05-15 09:38:43"
      }
    }
  ],
  "links": [
    {
      "url": null,
      "label": "pagination.previous",
      "active": false
    },
    {
      "url": "http://dev.deliowealth.com/api/form-builder/form/64df4f2d-5d84-424c-ba9e-838d58b92049/template?page=1",
      "label": "1",
      "active": true
    },
    {
      "url": null,
      "label": "pagination.next",
      "active": false
    }
  ],
  "meta": {
    "current_page": 1,
    "first_page_url": "http://dev.deliowealth.com/api/form-builder/form/64df4f2d-5d84-424c-ba9e-838d58b92049/template?page=1",
    "from": 1,
    "last_page": 1,
    "last_page_url": "http://dev.deliowealth.com/api/form-builder/form/64df4f2d-5d84-424c-ba9e-838d58b92049/template?page=1",
    "next_page_url": null,
    "path": "http://dev.deliowealth.com/api/form-builder/form/64df4f2d-5d84-424c-ba9e-838d58b92049/template",
    "per_page": 15,
    "prev_page_url": null,
    "to": 2,
    "total": 2
  }
}

Create Document from Template

GET/forms/machine/form/implementations/:implementationId/document/:templateId

Create and return document using a specific form implementation and template.

Required attributes

  • Name
    implementationId
    Type
    string
    Description

    The id of the form implementation you wish to generate a document for

  • Name
    templateId
    Type
    string
    Description

    The id of the template to use for generation

cURL

    curl https://your.platform.url/api/gateway/forms/form/implementations/64df4f2d-5d84-424c-ba9e-838d58b92049/document/b1c6a2ec-35d2-41a8-8d9f-118e3bd4afa8 \
      -H "Authorization: Bearer {token}"