Content Manager Power Connect (Preview)

Reference

Content Manager is a governance-based enterprise content management system designed to help government agencies, regulated industries and global organizations manage their business content from creation to disposal. Connect to Content Manager to perform actions including creating or updating records or locations, uploading or downloading electronic files, searching and more. (1.0.4.757)

This connector is available in the following products and regions:

Service	Class	Regions
Logic Apps	Standard	All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD)
Power Automate	Premium	All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD)
Power Apps	Premium	All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD)

Contact
Name	Kapish Services Pty Ltd
URL	https://kapish.com.au/products/power_connect/
Email	[email protected]

Connector Metadata
Publisher	Kapish Services Pty Ltd
Website	https://kapish.com.au/products/power_connect/
Privacy policy	https://kapish.com.au/products/privacy-policy/
Categories	Data;Content and Files

The Content Manager Power Connect by Kapish is a connector that provides automation and integration functions into Content Manager to streamline your organisation's ability to meet its information management and governance requirements.

Pre-requisites

An externally accessible Content Manager ServiceAPI
A subscription key provided by Kapish Services Pty Ltd

For a detailed list of specifications and requirements, or for more information about how the connector can assist your organisation, please contact Kapish Services Pty Ltd

Creating a connection

The connector supports the following authentication types:


OAuth (Confidential Client Flow)	Use OAuth to connect to Content Manager	All regions	Not shareable
System Managed	Use a user name and password to connect to Content Manager	All regions	Not shareable
Default [DEPRECATED]	This option is only for older connections without an explicit authentication type, and is only provided for backward compatibility.	All regions	Not shareable

OAuth (Confidential Client Flow)

Auth ID: OAuth

Applicable: All regions

Use OAuth to connect to Content Manager

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Name	Type	Description	Required
KPC Subscription Key	securestring	The API key for accessing Kapish Power Connect	True
CM ServiceAPI URL (e.g. https://myserver/CMServiceAPI/)	string	The URL where your CM ServiceAPI can be reached	True
Authorization Server URL (e.g. https://myserver/adfs/oauth2/token)	string	The URL to obtain the access token	True
Client ID	string	The Client ID for authentication	True
Client Secret	securestring	The Client Secret for authentication	True

System Managed

Auth ID: Basic

Applicable: All regions

Use a user name and password to connect to Content Manager

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Name	Type	Description	Required
KPC Subscription Key	securestring	The API key for accessing Kapish Power Connect	True
CM ServiceAPI URL (e.g. https://myserver/CMServiceAPI/)	string	The URL where your CM ServiceAPI can be reached	True
User Name	string	The user name for authentication	True
Password	securestring	The password for authentication	True

Default [DEPRECATED]

Applicable: All regions

This option is only for older connections without an explicit authentication type, and is only provided for backward compatibility.

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Name	Type	Description	Required
KPC Subscription Key	securestring	The API key for accessing Kapish Power Connect	True
CM ServiceAPI URL (e.g. https://myserver/CMServiceAPI/)	string	The URL where your CM ServiceAPI can be reached	True
Authorization Server URL (e.g. https://myserver/adfs/oauth2/token)	string	The URL to obtain the access token	True
Client ID	string	The Client ID for authentication	True
Client Secret	securestring	The Client Secret for authentication	True

Throttling Limits

Name	Calls	Renewal Period
API calls per connection	100	60 seconds

Actions

Create Location (Other)	Create a Location of any type
Create Location (Person)	Create a Person Location
Create Record (Advanced)	Create a Record with Advanced Fields
Create Record (Document)	Create a Record
Create Record (Folder)	Create a Record
Delete Record	Delete a Record
Download Electronic File	Download an Electronic File of a Record
Find CM Objects	Search for CM Objects
Find Location by ID	Fetch a single Location by Unique ID or Name
Find Locations	Search for Locations (Fetch a collection of Locations using a search string)
Find Record by ID	Fetch a single Record by Unique ID or Name
Find Records	Search for Records (Fetch a collection of Records using a search string)
Find Records (Advanced)	Search for Records (Fetch a collection of Records using a search string). Returns a raw Content Manager ServiceAPI response.
Find Unique ID of Location Address	Get the Unique ID of a Location's Child Address
Get File from URL	Download a file from URL to a staging area using the 'GetFileFromUrl' CM Service API plugin
Read Event Data	Transform Kapish Dispatch event data for flow consumption
Update Location (Additional Fields)	Update Additional Fields on a Location
Update Location (Address)	Create / Update a Location's Address using the Unique ID of the address
Update Location (Other)	Update a Location
Update Location (Person)	Update a Person Location using its Unique Identifier
Update Record (Add Access Controls)	AddAccessControl
Update Record (Additional Fields)	Update Additional Fields on a Record
Update Record (Advanced)	Update a Record with Advanced Properties
Update Record (Attach Action or Procedure)	Attach an Action or procedure to a Record
Update Record (Attach Contact)	Attach a Contact to a Record
Update Record (Attach Electronic File)	Attach an Electronic File to a Record
Update Record (Attach Thesaurus Term)	Attach a Thesaurus Term to a Record
Update Record (Checkout)	Set the status of the Record to checked out
Update Record (Classification)	Update the Classification of a Record
Update Record (Close)	Use the CloseRecord function to close a container - leave the date blank if you want the close date to be 'now'. Because closing a record may require updating many contained records, this function commits the changes automatically
Update Record (Complete Actions)	Complete one or all actions due on a particular Record
Update Record (Dispose)	Dispose of a Record
Update Record (Finalise)	Update a draft Record
Update Record (Properties)	Update a Record
Update Record (Reassign Action)	Reassigns the nominated action to a specified location
Update Record (Remove All Actions)	Removes all actions attached to the specified record
Update Record (Remove Location from Access Controls)	RemoveAccessControl
Update Record (Reopen)	Use the ReopenRecord function to re-open a closed container. Because re-opening a record may require updating many contained records, this function commits the changes automatically
Update Record (Replace Access Controls)	SetAccessControl
Update Record (Request Rendition)	Allows you to create a request for the automatic rendering engine to make a rendition of a record
Update Record (Reschedule Actions)	Reschedules all actions attached to this record
Update Record (Set Access Unrestricted or Based on Container)	InheritAccessControl
Update Record (Set Assignee)	Set the Assignee to a particular Location, back to Home or register as Missing
Update Record (Set User Label)	Allows for the setting of a user label on a Record
Update Record (Undispose)	Reverts the state of the record (and any of its contents) so that it is no longer disposed
Update Record (Undo Checkout)	Undo a previous checkout of the electronic document for this Record, disregarding any changes made since it was checked out
Update Record (Unfinalise - Set As Draft)	Update a Finalised Record to Draft
Upload Electronic File	Upload an Electronic File which may later be attached to a Record

Create Location (Other)

Operation ID:: LocationCreate

Create a Location of any type

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Location Type	LocationTypeOfLocation		string
Name	LocationSortName	True	string
Unique Name	LocationNickName		string
ID Number	LocationIdNumber		string
Internal	LocationIsWithin		boolean
Business Phone	LocationPhoneNumber		string
Mobile Phone	LocationMobileNumber		string
Fax	LocationFaxNumber		string
Home Phone	LocationAfterHoursPhoneNumber		string
Same As Address	LocationUseAddressOf		integer	Unique ID of Location
Address Type	LocationAddressAddressType		string	Select address type. Limit of one per type.
Street	LocationAddressAddressLines		string
Suburb / City	LocationAddressCity		string
State	LocationAddressState		string
Postcode	LocationAddressPostcode		string
Country	LocationAddressCountry		string
Make Default	AddRelationshipMakeThisTheDefaultRelationship		boolean
Related Unique ID	AddRelationshipRelatedLocation		integer
Type	AddRelationshipRelationshipType		string
Email Address	LocationEmailAddress		string
From	SetActiveDateRangeValidFromDate		string	dd/mm/yyyy
To	SetActiveDateRangeValidToDate		string	dd/mm/yyyy
Notes	LocationNotes		string
Notes Update Type	NotesUpdateType		string

Returns

Body: CMLocationsResponse

Create Location (Person)

Operation ID:: LocationCreatePerson

Create a Person Location

Parameters

Name	Key	Type	Description
User to Impersonate	userToImpersonate	string	The Network Login or Alternative Login of the Location in CM to impersonate
Title	LocationHonorific	string
Last Name	LocationSurname	string
First Name	LocationGivenNames	string
Internal	LocationIsWithin	boolean
Job Title	LocationJobDescription	string
Date of Birth	LocationDateOfBirth	string
Salutation	LocationSalutation	string
Unique Name	LocationNickName	string
ID Number	LocationIdNumber	string
Business Phone	LocationPhoneNumber	string
Mobile Phone	LocationMobileNumber	string
Fax	LocationFaxNumber	string
Home Phone	LocationAfterHoursPhoneNumber	string
Same As Address	LocationUseAddressOf	integer	Unique ID of Location
Address Type	LocationAddressAddressType	string	Select address type. Limit of one per type.
Street	LocationAddressAddressLines	string
Suburb / City	LocationAddressCity	string
State	LocationAddressState	string
Postcode	LocationAddressPostcode	string
Country	LocationAddressCountry	string
Make Default	AddRelationshipMakeThisTheDefaultRelationship	boolean
Related Unique ID	AddRelationshipRelatedLocation	integer
Type	AddRelationshipRelationshipType	string
Email Address	LocationEmailAddress	string
Gender	LocationGenderValue	string
Accepting Logins	LocationCanLogin	boolean
Network Login	LocationLogsInAs	string
Additional Network Login	LocationAdditionalLogin	string
Login Expires On	LocationLoginExpires	string
User Profile Of	LocationUseProfileOf	integer	Unique ID of Location
User Type	LocationUserType	string
Security String	LocationSecurityString	string
From	SetActiveDateRangeValidFromDate	string	dd/mm/yyyy
To	SetActiveDateRangeValidToDate	string	dd/mm/yyyy
Notes	LocationNotes	string
Notes Update Type	NotesUpdateType	string

Returns

Body: CMLocationsResponse

Create Record (Advanced)

Operation ID:: RecordCreateAdvanced

Create a Record with Advanced Fields

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Record Type	RecordRecordType	True	string
Title (Free Text Part)	RecordTypedTitle	True	string
Classification	RecordClassification		string	Provide the Unique Identifier of the Classification
Author	RecordAuthor		string	Unique ID or email address of Location
Properties	Properties		string	A comma delimited list of properties to return
Accession Number	RecordAccessionNumber		string
Addressee	RecordAddressee		string	Unique ID or email address of Location
Alternative Container	RecordAlternativeContainer		string
Assignee	RecordAssignee		string	Unique ID or email address of Location
Auto Classification Confidence Level	RecordAutoClassificationConfidenceLevel		string
Auto Render to PDF On Save	RecordAutoRenderToPDFOnSave		boolean
Bypass Record Type Access Controls	RecordBypassRecordTypeAccessControls		boolean
Bypass Save?	ByPassSave		boolean	True to not save the object. One use of this is to set one or more properties on a Record post and return the data entry form. The data entry form will then reflect the various properties set on the original Record.
Change Position Within Favourites	ChangePositionWithinFavorites		string	When search for favorites they will be returned in this order unless another sort is used.
Change Position Within User Label	ChangePositionWithinUserLabel		string	When searching by UserLabel they wil be returned in this order unless another sort is used.,
Check In As	CheckinAs		string	Set the Source property of the electronic document.
Class of Record	RecordClassOfRecord		string
Client	RecordClient		string	Unique ID or email address of Location
Client Record	RecordClientRecord		string
Comments	comments		string	Comments to go in the Record Notes when the document is uploaded.
Consignment	RecordConsignment		string
Consignment Object	RecordConsignmentObject		string
Container	RecordContainer		string
Copy Document From Record	CopyDocumentFromRecord		string	Specify a Unique ID for the Record from which to copy the electronic document for this Record.,
Creator	RecordCreator		string	Unique ID or email address of Location
Date Created	RecordDateCreated		string
Date Due	RecordDateDue		string
Date Published	RecordDatePublished		string
Date Received	RecordDateReceived		string
Editor	RecordEditor		string	Unique ID or email address of Location
External Reference	RecordExternalReference		string
Fail On Warnings?	FailOnWarnings		boolean	True to not create/save an object if there are any warnings.
File Name in Uploads folder	RecordFilePath		string	The filename as it appears in the Uploads folder.
Finalize on Save	RecordFinalizeOnSave		boolean
Foreign Barcode	RecordForeignBarcode		string
GPS Location	RecordGpsLocation		string
Home Location	RecordHomeLocation		string	Unique ID of Location
Home Space	RecordHomeSpace		string
Initiate Template	RecordInitiateTemplate		string
Is Enclosed	RecordIsEnclosed		boolean
Jurisdiction	RecordJurisdictions		string
Keep Checked Out	keepBookedOut		boolean	True to leave the Record checked out after the electronic document is uploaded.
Last Action Date	RecordLastActionDate		string
Long Number	RecordLongNumber		string
Make Active	MakeActive		string	Reverts the state of the record (and any of its contents) so that it is no longer inactive. When processing contents you can specify whether the task should halt if any failures occur.
Make Inactive	MakeInactive		string	Sets the dateInactive for this record and any of its contents. When processing contents you can specify whether the task should halt if any failures occur.
Make New Revision	makeNewRevision		boolean	True to create a new Revision with this Electronic document false to replace the current Revision.
Manual Destruction Date	RecordManualDestructionDate		string
Matter Record	RecordMatterRecord		string
Media Type	RecordMediaType		string
My Authorization Comments	RecordMyAuthorizationComments		string
My Authorization Complete	RecordMyAuthorizationComplete		boolean
My Review Comments	RecordMyReviewComments		string
My Review Complete	RecordMyReviewComplete		boolean
Needs Authorization?	RecordNeedsAuthorization		boolean
Needs Review?	RecordNeedsReview		boolean
New Part Creation Rule	RecordNewPartCreationRule		string	Unique ID of Auto Part Creation Rule
Notes	RecordNotes		string
Notes Update Type	NotesUpdateType		string
Other Contact	RecordOtherContact		string	Unique ID or email address of Location
Owner Location	RecordOwnerLocation		string	Unique ID or email address of Location
Preserver Hierarchy On Data Entry?	RecordPreserveHierarchyOnDataEntry		boolean
Previous Part Record	RecordPrevPartRecord		string
Priority	RecordPriority		string
Record New Type	RecordNewType		string	Leave as Default unless creating a New Part Version or Copy.
Related Record	RecordRelatedRecord		string
Representative	RecordRepresentative		string
Retention Schedule	RecordRetentionSchedule		string
Review Date	RecordReviewDate		string
Review Due Date	RecordReviewDueDate		string
Review State	RecordReviewState		string
Security	RecordSecurity		string
Series Record	RecordSeriesRecord		string
Property Sets	propertySets		string	Specify Property Sets in addition to those posted to be returned by the request.
Query String	q		string	Specify a query here to apply the update to a set of Records rather than only one (as specified by the Unique ID).

Returns

Body: CMRecordsResponse

Create Record (Document)

Operation ID:: RecordCreate

Create a Record

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Record Type	RecordRecordType	True	string
Title (Free Text Part)	RecordTypedTitle	True	string
Properties	Properties		string	A comma delimited list of properties to return
Author	RecordAuthor		string	Unique ID or email address of Location
Addressee	RecordAddressee		string	Unique ID or email address of Location
Alternative Container	RecordAlternativeContainer		string
Assignee	RecordAssignee		string	Unique ID or email address of Location
Auto Render to PDF On Save	RecordAutoRenderToPDFOnSave		boolean
Bypass Record Type Access Controls	RecordBypassRecordTypeAccessControls		boolean
Check In As	CheckinAs		string	Set the Source property of the electronic document.
Classification	RecordClassification		string	Provide the Unique Identifier of the Classification
Client	RecordClient		string	Unique ID or email address of Location
Client Record	RecordClientRecord		string
Container	RecordContainer		string
Copy Document From Record	CopyDocumentFromRecord		string	Specify a Unique ID for the Record from which to copy the electronic document for this Record.,
Creator	RecordCreator		string	Unique ID or email address of Location
Date Created	RecordDateCreated		string
Date Due	RecordDateDue		string
Date Published	RecordDatePublished		string
Date Received	RecordDateReceived		string
External Reference	RecordExternalReference		string
Fail On Warnings?	FailOnWarnings		boolean	True to not create/save an object if there are any warnings.
File Name in Uploads folder	RecordFilePath		string	The filename as it appears in the Uploads folder.
Finalize on Save	RecordFinalizeOnSave		boolean
Foreign Barcode	RecordForeignBarcode		string
GPS Location	RecordGpsLocation		string
Home Location	RecordHomeLocation		string	Unique ID of Location
Home Space	RecordHomeSpace		string
Is Enclosed	RecordIsEnclosed		boolean
Jurisdiction	RecordJurisdictions		string
Keep Checked Out	keepBookedOut		boolean	True to leave the Record checked out after the electronic document is uploaded.
Last Action Date	RecordLastActionDate		string
Long Number	RecordLongNumber		string
Media Type	RecordMediaType		string
Notes	RecordNotes		string
Notes Update Type	NotesUpdateType		string
Other Contact	RecordOtherContact		string	Unique ID or email address of Location
Owner Location	RecordOwnerLocation		string	Unique ID or email address of Location
Related Record	RecordRelatedRecord		string
Representative	RecordRepresentative		string	Unique ID or email address of Location
Review Date	RecordReviewDate		string
Review Due Date	RecordReviewDueDate		string
Review State	RecordReviewState		string
Security	RecordSecurity		string

Returns

Body: CMRecordsResponse

Create Record (Folder)

Operation ID:: RecordCreateContainer

Create a Record

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Record Type	RecordRecordType	True	string
Title (Free Text Part)	RecordTypedTitle	True	string
Classification	RecordClassification		string	Provide the Unique Identifier of the Classification
Container	RecordContainer		string
Properties	Properties		string	A comma delimited list of properties to return
Author	RecordAuthor		string	Unique ID or email address of Location
Addressee	RecordAddressee		string	Unique ID or email address of Location
Alternative Container	RecordAlternativeContainer		string
Assignee	RecordAssignee		string	Unique ID or email address of Location
Bypass Record Type Access Controls	RecordBypassRecordTypeAccessControls		boolean
Client	RecordClient		string	Unique ID or email address of Location
Creator	RecordCreator		string	Unique ID or email address of Location
Date Created	RecordDateCreated		string
Date Due	RecordDateDue		string
Date Published	RecordDatePublished		string
External Reference	RecordExternalReference		string
Fail On Warnings?	FailOnWarnings		boolean	True to not create/save an object if there are any warnings.
File Name in Uploads folder	RecordFilePath		string	The filename as it appears in the Uploads folder.
Foreign Barcode	RecordForeignBarcode		string
GPS Location	RecordGpsLocation		string
Home Location	RecordHomeLocation		string	Unique ID of Location
Home Space	RecordHomeSpace		string
Is Enclosed	RecordIsEnclosed		boolean
Jurisdiction	RecordJurisdictions		string
Last Action Date	RecordLastActionDate		string
Long Number	RecordLongNumber		string
Notes	RecordNotes		string
Notes Update Type	NotesUpdateType		string
Other Contact	RecordOtherContact		string	Unique ID or email address of Location
Owner Location	RecordOwnerLocation		string	Unique ID or email address of Location
Related Record	RecordRelatedRecord		string
Representative	RecordRepresentative		string	Unique ID or email address of Location
Review Date	RecordReviewDate		string
Review Due Date	RecordReviewDueDate		string
Review State	RecordReviewState		string
Security	RecordSecurity		string

Returns

Body: CMRecordsResponse

Delete Record

Operation ID:: DeleteRecord

Delete a Record

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Unique Identifier	Uri	True	integer	The Unique ID of the Record to be deleted
Delete Contents?	DeleteContents	True	boolean
New Home for Contents	NewHomeForContents		string	The Unique ID or email address of new Home Location for the contents

Returns

Body: CMRecordsResponse

Download Electronic File

Operation ID:: RecordElecDownload

Download an Electronic File of a Record

Parameters

Name	Key	Required	Type	Description
Unique Identifier	uri	True	string	Unique ID or Record number
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate

Returns

response: binary

Find CM Objects

Operation ID:: CMObjectSearch

Search for CM Objects

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Search for	TrimType	True	string
Query String	q	True	string	Enter a search query, e.g. 'all' to get all objects.
Apply Defaults	ApplyDefaults		boolean	True to apply the user's default filter and sort to this search.
Count Results	CountResults		boolean	CountResults returns the most reliable and the slowest count of the total search results. The resulting count is in the response Count property.
Descendant Properties	DescendantProperties		string	A comma separated list of object properties, applies only to object properties of this and lower level properties e.g. RecordNumber,RecordTitle.
Exclude Count	ExcludeCount		boolean	Returning the TotalResults and SearchTitle can degrade performance. Set to true if TotalResults and SearchTitle are not required.
Filter	Filter		string	A space separated list of search clauses to apply as a filter.
From Search	FromSearch		integer	The Unique ID of a Saved Search from which to construct this search.
Include Property Defs	IncludePropertyDefs		boolean	True to return an array of the Property Definitions used by properties in this response.
Options	Options		string	Set one or more of the options typically set in User Options for this search only. Use ids from the /PropertyDef?Get=SearchOptions service, append a minus sign to set to false, otherwise true is assumed.
Page Size	pageSize		integer	The number of items to return in each page of results. If empty, defaults to default value set in configuration.
Property Value	PropertyValue		string	Include the raw value, the string value, or both in the results.
Property Sets	PropertySets		string	One or more pre-defined property sets, select from DataGridVisible, Detailed, FromSearch, All or a custom property set as defined in your service configuration.
Purpose	purpose		integer	A special property to filter search results based on object Purpose enum values.
Purpose Extra	purposeExtra		integer	Necessary as a supplement to some purposes. The ObjectDef service provides information on the enum or TrimMainObject type to specify, in particular ObjectDef.ExtraPurposeEnums, ObjectDef.ExtraPurposeObjectTypes and HaveExtraPurposeParameter.
Sort By	sortBy		string	A comma separated list of search clause Ids. Use - to specify descending. E.g. `Number-` to sort Records by number descending.
Start	start		integer	The position in the result set to start, empty (or 1) to start at the beginning, 2 to start at the second object, 3 at the third, etc.
StringDisplayType	StringDisplayType		string	If returning the string value which format to use.
Properties	properties		string	A comma separated list of object properties, e.g. Uri,NameString

Returns

Body: CMBobResponse

Find Location by ID

Operation ID:: LocationSearchByID

Fetch a single Location by Unique ID or Name

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Unique Identifier	Id	True	string	Either the object Unique ID or Name
Descendant Properties	descendantProperties		string	A comma separated list of object properties, applies only to object properties of this and lower level properties e.g. Surname,GivenNames
Include Property Definitions	IncludePropertyDefs		boolean	True to return an array of the Property Definitions used by properties in this response
Properties	properties		string	A comma separated list of object properties, e.g. Surname,GivenNames
Property Sets	propertySets		string	One or more pre-defined property sets, select from DataGridVisible, Detailed, FromSearch, All or a custom property set as defined in your service configuration
Property Value	PropertyValue		string	Include the raw value, the string value, or both in the results
String Display Type	stringDisplayType		string	Returns the string value which format to use

Returns

Body: CMLocationsResponse

Find Locations

Operation ID:: LocationSearch

Search for Locations (Fetch a collection of Locations using a search string)

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Query	q	True	string	Enter a search query, e.g. 'all' to get all objects.
Apply Defaults	ApplyDefaults		boolean	True to apply the user's default filter and sort to this search
Count Results	CountResults		boolean	True to include a count of the results
Exclude Count	ExcludeCount		boolean	True to exclude a count of the results
Filter	filter		string	A space separated list of search clauses to apply as a filter.
From Search	fromSearch		string	The Unique ID of a Saved Search from which to construct this search
Descendant Properties	descendantProperties		string	A comma separated list of object properties, applies only to object properties of this and lower level properties e.g. RecordNumber,RecordTitle
Include Property Definitions	IncludePropertyDefs		boolean	True to return an array of the Property Definitions used by properties in this response
Options	Options		string	Set one or more of the options typically set in User Options for this search only. Use ids from the /PropertyDef?Get=SearchOptions service, append a minus sign to set to false, otherwise true is assumed.
Properties	properties		string	A comma separated list of object properties, e.g. RecordNumber,RecordTitle
Property Sets	propertySets		string	One or more pre-defined property sets, select from DataGridVisible, Detailed, FromSearch, All or a custom property set as defined in your service configuration
Property Value	PropertyValue		string	Include the raw value, the string value, or both in the results
Page Size	pageSize		string	The number of items to return in each page of results
Purpose	purpose		string	A special property to filter search results based on object Purpose enum values
Purpose Extra	purposeExtra		string	Necessary as a supplement to some purposes. The ObjectDef service provides information on the enum or TrimMainObject type to specify, in particular ObjectDef.ExtraPurposeEnums, ObjectDef.ExtraPurposeObjectTypes and HaveExtraPurposeParameter.
Sort By	sortBy		string	A comma separated list of search clause Ids
Start	start		string	The position in the result set to start, empty (or 1) to start at the beginning, 2 to start at the second object, 3 at the third, etc
String Display Type	stringDisplayType		string	If returning the string value which format to use

Returns

Body: CMLocationsResponse

Find Record by ID

Operation ID:: RecordSearchByID

Fetch a single Record by Unique ID or Name

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
ID	Id	True	string	Either the object Unique ID or Name
Include Property Definitions	IncludePropertyDefs		boolean	True to return an array of the Property Definitions used by properties in this response
Descendant Properties	descendantProperties		string	A comma separated list of object properties, applies only to object properties of this and lower level properties e.g. RecordNumber,RecordTitle.
Properties	properties		string	A comma separated list of object properties, e.g. RecordNumber,RecordTitle.
Property Sets	propertySets		string	One or more pre-defined property sets, select from DataGridVisible, Detailed, FromSearch, All or a custom property set as defined in your service configuration.
Property Value	PropertyValue		string	Include the raw value, the string value, or both in the results
String Display Type	stringDisplayType		string	If returning the string value which format to use

Returns

Body: CMRecordsResponse

Find Records

Operation ID:: RecordSearch

Search for Records (Fetch a collection of Records using a search string)

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Query	q	True	string	Search query
Properties	properties	True	string	A comma separated list of properties to return

Returns

Body: CMRecordsResponse

Find Records (Advanced)

Operation ID:: RecordSearchAdvanced

Search for Records (Fetch a collection of Records using a search string). Returns a raw Content Manager ServiceAPI response.

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Query	q	True	string	Search query
Properties	properties	True	string	A comma separated list of properties to return

Returns

response: object

Find Unique ID of Location Address

Operation ID:: FindLocationChildAddressUri

Get the Unique ID of a Location's Child Address

Parameters

Name	Key	Required	Type	Description
Type	type		string	Select address type
Unique Identifier	LocationUri	True	string	Unique ID of Location
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate

Returns

Child Address: CMLocationAddressUri

Get File from URL

Operation ID:: GetFileFromUrl

Download a file from URL to a staging area using the 'GetFileFromUrl' CM Service API plugin

Parameters

Name	Key	Required	Type	Description
URL of File	url	True	string	Unencoded URL of the file to download
Filename to Save As	filename		string	Filename to save the downloaded URL as (just the filename with suffix, do not include the full directory)
Content Type	contentType		string	Typical string found in most Content-Type header (e.g. image/png, text/plain, application/pdf).

Returns

Response from the 'GetFileFromUrl' CM Service API plugin.

File: GetFileFromUrlResponse

Read Event Data

Operation ID:: ReadEventData

Transform Kapish Dispatch event data for flow consumption

Parameters

Name	Key	Required	Type	Description
Content	Content		string	The content of the Service Bus action that retrieved the CM Event Data

Returns

Body: CMEventData

Update Location (Additional Fields)

Operation ID:: LocationUpdateAdditionalFields

Update Additional Fields on a Location

Parameters

Name	Key	Type	Description
User to Impersonate	userToImpersonate	string	The Network Login or Alternative Login of the Location in CM to impersonate
Unique Identifier	Uri	integer
Name	SearchClause	string
Value	Value	string

Returns

Body: CMLocationsResponse

Update Location (Address)

Operation ID:: UpdateLocationAddress

Create / Update a Location's Address using the Unique ID of the address

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Unique Identifier	Uri	True	integer	The uri of the existing location to be updated
Unique ID	Uri		integer	The uri of the existing street or mailing address to be updated
Type	LocationAddressAddressType		string	Select address type. Limit of one per type.
Street	LocationAddressAddressLines		string
Suburb / City	LocationAddressCity		string
State	LocationAddressState		string
Postcode	LocationAddressPostcode		string
Country	LocationAddressCountry		string

Returns

Body: CMLocationsResponse

Update Location (Other)

Operation ID:: LocationUpdate

Update a Location

Parameters

Name	Key	Type	Description
User to Impersonate	userToImpersonate	string	The Network Login or Alternative Login of the Location in CM to impersonate
Unique Identifier	Uri	integer
Query String	q	string	Specify a query here to apply the update to a set of Locations rather than only one (as specified by the Unique ID).
Name	LocationSortName	string
Unique Name	LocationNickName	string
ID Number	LocationIdNumber	string
Business Phone	LocationPhoneNumber	string
Mobile Phone	LocationMobileNumber	string
Fax	LocationFaxNumber	string
Home Phone	LocationAfterHoursPhoneNumber	string
Same As Address	LocationUseAddressOf	integer	Unique ID of Location
Make Default	AddRelationshipMakeThisTheDefaultRelationship	boolean
Related Unique ID	AddRelationshipRelatedLocation	integer
Type	AddRelationshipRelationshipType	string
Email Address	LocationEmailAddress	string
From	SetActiveDateRangeValidFromDate	string	dd/mm/yyyy
To	SetActiveDateRangeValidToDate	string	dd/mm/yyyy
Notes	LocationNotes	string
Notes Update Type	NotesUpdateType	string
Related Unique ID	RemoveRelationshipRelatedLocation	integer

Returns

Body: CMLocationsResponse

Update Location (Person)

Operation ID:: LocationUpdatePerson

Update a Person Location using its Unique Identifier

Parameters

Name	Key	Type	Description
User to Impersonate	userToImpersonate	string	The Network Login or Alternative Login of the Location in CM to impersonate
Unique Identifier	Uri	integer
Query String	q	string	Specify a query here to apply the update to a set of Locations rather than only one (as specified by the Unique ID).
Title	LocationHonorific	string
Last Name	LocationSurname	string
First Name	LocationGivenNames	string
Internal	LocationIsWithin	boolean
Job Title	LocationJobDescription	string
Date of Birth	LocationDateOfBirth	string
Salutation	LocationSalutation	string
Unique Name	LocationNickName	string
ID Number	LocationIdNumber	string
Business Phone	LocationPhoneNumber	string
Mobile Phone	LocationMobileNumber	string
Fax	LocationFaxNumber	string
Home Phone	LocationAfterHoursPhoneNumber	string
Same As Address	LocationUseAddressOf	integer	Unique ID of Location
Make Default	AddRelationshipMakeThisTheDefaultRelationship	boolean
Related Unique ID	AddRelationshipRelatedLocation	integer
Type	AddRelationshipRelationshipType	string
Email Address	LocationEmailAddress	string
Gender	LocationGenderValue	string
Accepting Logins	LocationCanLogin	boolean
Network Login	LocationLogsInAs	string
Additional Network Login	LocationAdditionalLogin	string
Login Expires On	LocationLoginExpires	string
User Profile Of	LocationUseProfileOf	integer	Unique ID of Location
User Type	LocationUserType	string
Security String	LocationSecurityString	string
From	SetActiveDateRangeValidFromDate	string	dd/mm/yyyy
To	SetActiveDateRangeValidToDate	string	dd/mm/yyyy
Notes	LocationNotes	string
Notes Update Type	NotesUpdateType	string
Related Unique ID	RemoveRelationshipRelatedLocation	integer

Returns

Body: CMLocationsResponse

Update Record (Add Access Controls)

Operation ID:: AddAccessControl

AddAccessControl

Parameters

Name	Key	Required	Type	Description
Unique Identifier	Uri	True	integer
FunctionEnum	FunctionEnum		string
Unique ID	Uri		integer	Location Unique Identifier

Returns

Body: CMRecordsResponse

Update Record (Additional Fields)

Operation ID:: RecordUpdateAdditionalFields

Update Additional Fields on a Record

Parameters

Name	Key	Type	Description
User to Impersonate	userToImpersonate	string	The Network Login or Alternative Login of the Location in CM to impersonate
Unique Identifier	Uri	integer
Name	SearchClause	string
Value	Value	string
Properties	Properties	string	A comma delimited list of properties to return

Returns

Body: CMRecordsResponse

Update Record (Advanced)

Operation ID:: RecordUpdateAdvanced

Update a Record with Advanced Properties

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Unique Identifier	Uri	True	integer
Record Type	RecordRecordType		string
Classification	RecordClassification		string	Provide the Unique Identifier of the Classification
Properties	Properties		string	A comma delimited list of properties to return
Author	RecordAuthor		string	Unique ID or email address of Location
Accession Number	RecordAccessionNumber		string
Addressee	RecordAddressee		string	Unique ID or email address of Location
Alternative Container	RecordAlternativeContainer		string
Assignee	RecordAssignee		string	Unique ID or email address of Location
Auto Classification Confidence Level	RecordAutoClassificationConfidenceLevel		string
Auto Render to PDF On Save	RecordAutoRenderToPDFOnSave		boolean
Bypass Record Type Access Controls	RecordBypassRecordTypeAccessControls		boolean
Bypass Save?	ByPassSave		boolean	True to not save the object. One use of this is to set one or more properties on a Record post and return the data entry form. The data entry form will then reflect the various properties set on the original Record.
Change Position Within Favourites	ChangePositionWithinFavorites		string	When search for favorites they will be returned in this order unless another sort is used.
Change Position Within User Label	ChangePositionWithinUserLabel		string	When searching by UserLabel they wil be returned in this order unless another sort is used.,
Check In As	CheckinAs		string	Set the Source property of the electronic document.
Class of Record	RecordClassOfRecord		string
Client	RecordClient		string	Unique ID or email address of Location
Client Record	RecordClientRecord		string
Comments	comments		string	Comments to go in the Record Notes when the document is uploaded.
Consignment	RecordConsignment		string
Consignment Object	RecordConsignmentObject		string
Container	RecordContainer		string
Copy Document From Record	CopyDocumentFromRecord		string	Specify a Unique ID for the Record from which to copy the electronic document for this Record.,
Creator	RecordCreator		string	Unique ID or email address of Location
Date Created	RecordDateCreated		string
Date Due	RecordDateDue		string
Date Published	RecordDatePublished		string
Date Received	RecordDateReceived		string
Editor	RecordEditor		string	Unique ID or email address of Location
Electronic Document Store	RecordEStore		string
External Reference	RecordExternalReference		string
Fail On Warnings?	FailOnWarnings		boolean	True to not create/save an object if there are any warnings.
File Name in Uploads folder	RecordFilePath		string	The filename as it appears in the Uploads folder.
Finalize on Save	RecordFinalizeOnSave		boolean
Foreign Barcode	RecordForeignBarcode		string
GPS Location	RecordGpsLocation		string
Home Location	RecordHomeLocation		string	Unique ID of Location
Home Space	RecordHomeSpace		string
Is Enclosed	RecordIsEnclosed		boolean
Jurisdiction	RecordJurisdictions		string
Keep Checked Out	keepBookedOut		boolean	True to leave the Record checked out after the electronic document is uploaded.
Last Action Date	RecordLastActionDate		string
Long Number	RecordLongNumber		string
Make Active	MakeActive		string	Reverts the state of the record (and any of its contents) so that it is no longer inactive. When processing contents you can specify whether the task should halt if any failures occur.
Make Inactive	MakeInactive		string	Sets the dateInactive for this record and any of its contents. When processing contents you can specify whether the task should halt if any failures occur.
Make New Revision	makeNewRevision		boolean	True to create a new Revision with this Electronic document false to replace the current Revision.
Manual Destruction Date	RecordManualDestructionDate		string
Matter Record	RecordMatterRecord		string
Media Type	RecordMediaType		string
My Authorization Comments	RecordMyAuthorizationComments		string
My Authorization Complete	RecordMyAuthorizationComplete		boolean
My Review Comments	RecordMyReviewComments		string
My Review Complete	RecordMyReviewComplete		boolean
Needs Authorization?	RecordNeedsAuthorization		boolean
Needs Review?	RecordNeedsReview		boolean
New Part Creation Rule	RecordNewPartCreationRule		string	Unique ID of Auto Part Creation Rule
Notes	RecordNotes		string
Notes Update Type	NotesUpdateType		string
Other Contact	RecordOtherContact		string	Unique ID or email address of Location
Owner Location	RecordOwnerLocation		string	Unique ID or email address of Location
Preserver Hierarchy On Data Entry?	RecordPreserveHierarchyOnDataEntry		boolean
Previous Part Record	RecordPrevPartRecord		string
Priority	RecordPriority		string
Record New Type	RecordNewType		string	Leave as Default unless creating a New Part Version or Copy.
Related Record	RecordRelatedRecord		string
Representative	RecordRepresentative		string
Retention Schedule	RecordRetentionSchedule		string
Review Date	RecordReviewDate		string
Review Due Date	RecordReviewDueDate		string
Review State	RecordReviewState		string
Security	RecordSecurity		string
Series Record	RecordSeriesRecord		string
Title (Free Text Part)	RecordTypedTitle		string
Query String	q		string	Specify a query here to apply the update to a set of Records rather than only one (as specified by the Unique ID).

Returns

Body: CMRecordsResponse

Update Record (Attach Action or Procedure)

Operation ID:: RecordAttachAction

Attach an Action or procedure to a Record

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Unique Identifier	Uri	True	integer
Action To Attach	ActionToAttach	True	integer
Assignee Unique ID	NewAssignee		integer
Assignee Option	AssigneeOption		string
Schedule Start Date	ScheduleStartDate		date
Existing Action	RecordAction		integer
Insert Position	InsertPos		string
Properties	Properties		string	A comma delimited list of properties to return

Returns

Body: CMRecordsResponse

Update Record (Attach Contact)

Operation ID:: RecordAttachContact

Attach a Contact to a Record

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Unique Identifier	Uri	True	integer
Contact Type	ContactType	True	string
Contact Location	ContactLocation	True	string	Unique ID or email address of Location
Set as primary contact?	IsPrimary	True	boolean
Properties	Properties		string	A comma delimited list of properties to return

Returns

Body: CMRecordsResponse

Update Record (Attach Electronic File)

Operation ID:: RecordElecAttach

Attach an Electronic File to a Record

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
File	File	True	file	The File Content/Body of the electronic document to attach
Unique Identifier	Uri	True	string	Unique ID of the record

Returns

Body: CMRecordsResponse

Update Record (Attach Thesaurus Term)

Operation ID:: RecordAttachKeyword

Attach a Thesaurus Term to a Record

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Record	Uri	True	integer	The Unique ID of the Record to attach the Thesaurus Term to
Thesaurus Term	Keyword	True	string	The Unique ID or Name of the Thesaurus Term to attach
Properties	Properties		string	A comma delimited list of properties to return

Returns

Body: CMRecordsResponse

Update Record (Checkout)

Operation ID:: RecordCheckout

Set the status of the Record to checked out

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Unique Identifier	Uri	True	integer
Comments	Comments		string
Save Checkout Path As	SaveCheckoutPathAs		string
Properties	Properties		string	A comma delimited list of properties to return

Returns

Body: CMRecordsResponse

Update Record (Classification)

Operation ID:: RecordUpdateClassification

Update the Classification of a Record

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Unique Identifier	Uri	True	integer
Classification	RecordClassification	True	string	Provide the Unique Identifier of the Classification
Properties	Properties		string	A comma delimited list of properties to return

Returns

Body: CMRecordsResponse

Update Record (Close)

Operation ID:: RecordClose

Use the CloseRecord function to close a container - leave the date blank if you want the close date to be 'now'. Because closing a record may require updating many contained records, this function commits the changes automatically

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Unique Identifier	Uri	True	integer
Continue on Error?	ContinueOnError		boolean
Enclose Contents?	EncloseContents		boolean
Finalize Contents?	FinalizeContents		boolean
Log Errors Only?	LogErrorsOnly		boolean
Log Results?	LogResults		boolean	Return a text log of the Records closed in the Log Message property?
Purge Content Revisions?	PurgeContentRevisions		boolean
Specific Close Date?	SpecificCloseDate		date
Properties	Properties		string	A comma delimited list of properties to return

Returns

Body: CMLogResponse

Update Record (Complete Actions)

Operation ID:: RecordCompleteActions

Complete one or all actions due on a particular Record

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Unique Identifier	Uri	True	integer
Complete	Complete	True	string	Specify which Record Actions to complete
Complete Previous Actions	CompletePrevious		boolean	Complete all Record Actions prior to the one specified
Completion Date	CompletionDate		date	The date to set as the completion date
Record Action Unique ID	RecordActionUri		integer	The Unique ID of the Record Action to complete if 'For Unique Identifier' is selected
Properties	Properties		string	A comma delimited list of properties to return

Returns

Body: CMRecordsResponse

Update Record (Dispose)

Operation ID:: RecordDispose

Dispose of a Record

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Unique Identifier	Uri	True	integer
Continue on error?	ContinueOnError		boolean
Method of disposal	MethodOfDisposal		string
Properties	Properties		string	A comma delimited list of properties to return

Returns

Body: CMRecordsResponse

Update Record (Finalise)

Operation ID:: RecordUpdateFinalise

Update a draft Record

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Unique Identifier	Uri	True	integer
Remove Old Revisions	SetAsFinalRemoveOldRevisions		boolean
Properties	Properties		string	A comma delimited list of properties to return

Returns

Body: CMRecordsResponse

Update Record (Properties)

Operation ID:: RecordUpdate

Update a Record

Parameters

Name	Key	Type	Description
User to Impersonate	userToImpersonate	string	The Network Login or Alternative Login of the Location in CM to impersonate
Unique Identifier	Uri	integer
Query	q	string	Specify a query here to apply the update to a set of Records rather than only one (as specified by the Unique ID)
Title (Free Text Part)	RecordTypedTitle	string
Properties	Properties	string	A comma delimited list of properties to return
Author	RecordAuthor	string	Unique ID or email address of Location
Container	RecordContainer	string
Classification	RecordClassification	string	Provide the Unique Identifier of the Classification
Addressee	RecordAddressee	string	Unique ID or email address of Location
Alternative Container	RecordAlternativeContainer	string
Assignee	RecordAssignee	string	Unique ID or email address of Location
Auto Render to PDF On Save	RecordAutoRenderToPDFOnSave	boolean
Bypass Record Type Access Controls	RecordBypassRecordTypeAccessControls	boolean
Check In As	CheckinAs	string	Set the Source property of the electronic document.
Client	RecordClient	string	Unique ID or email address of Location
Client Record	RecordClientRecord	string
Copy Document From Record	CopyDocumentFromRecord	string	Specify a Unique ID for the Record from which to copy the electronic document for this Record.,
Creator	RecordCreator	string	Unique ID or email address of Location
Date Created	RecordDateCreated	string
Date Due	RecordDateDue	string
Date Published	RecordDatePublished	string
Date Received	RecordDateReceived	string
External Reference	RecordExternalReference	string
Fail On Warnings?	FailOnWarnings	boolean	True to not create/save an object if there are any warnings.
File Name in Uploads folder	RecordFilePath	string	The filename as it appears in the Uploads folder.
Finalize on Save	RecordFinalizeOnSave	boolean
Foreign Barcode	RecordForeignBarcode	string
GPS Location	RecordGpsLocation	string
Home Location	RecordHomeLocation	string	Unique ID of Location
Home Space	RecordHomeSpace	string
Is Enclosed	RecordIsEnclosed	boolean
Jurisdiction	RecordJurisdictions	string
Keep Checked Out	keepBookedOut	boolean	True to leave the Record checked out after the electronic document is uploaded.
Long Number	RecordLongNumber	string
Media Type	RecordMediaType	string
Notes	RecordNotes	string
Notes Update Type	NotesUpdateType	string
Other Contact	RecordOtherContact	string	Unique ID or email address of Location
Owner Location	RecordOwnerLocation	string	Unique ID or email address of Location
Related Record	RecordRelatedRecord	string
Representative	RecordRepresentative	string
Review Date	RecordReviewDate	string
Review Due Date	RecordReviewDueDate	string
Review State	RecordReviewState	string
Security	RecordSecurity	string

Returns

Body: CMRecordsResponse

Update Record (Reassign Action)

Operation ID:: RecordReassignAction

Reassigns the nominated action to a specified location

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Unique Identifier	Uri	True	integer
New Assignee	NewAssignee	True	string	Unique ID or email address of new Assignee
Action to Reassign	RecordActionUri	True	integer
Properties	Properties		string	A comma delimited list of properties to return

Returns

Body: CMRecordsResponse

Update Record (Remove All Actions)

Operation ID:: RecordRemoveAllActions

Removes all actions attached to the specified record

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Unique Identifier	Uri	True	integer
Properties	Properties		string	A comma delimited list of properties to return

Returns

Body: CMRecordsResponse

Update Record (Remove Location from Access Controls)

Operation ID:: RemoveAccessControl

RemoveAccessControl

Parameters

Name	Key	Required	Type	Description
Unique Identifier	Uri	True	integer
FunctionEnum	FunctionEnum		string
Unique ID	Uri		integer	Location Unique Identifier

Returns

Body: CMRecordsResponse

Update Record (Reopen)

Operation ID:: RecordReopen

Use the ReopenRecord function to re-open a closed container. Because re-opening a record may require updating many contained records, this function commits the changes automatically

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Unique Identifier	Uri	True	integer
Continue on Error?	ContinueOnError		boolean
Log Results?	LogResults		boolean	Return a text log of the Records reopened in the Log Message property?
Unfinalize Contents?	UnfinalizeContents		boolean
Properties	Properties		string	A comma delimited list of properties to return

Returns

Body: CMLogResponse

Update Record (Replace Access Controls)

Operation ID:: SetAccessControl

SetAccessControl

Parameters

Name	Key	Required	Type	Description
Unique Identifier	Uri	True	integer
FunctionEnum	FunctionEnum		string
Unique ID	Uri		integer	Location Unique Identifier

Returns

Body: CMRecordsResponse

Update Record (Request Rendition)

Operation ID:: RecordRequestRendition

Allows you to create a request for the automatic rendering engine to make a rendition of a record

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Unique Identifier	Uri	True	integer
Rendition Type	RenditionType	True	string
Properties	Properties		string	A comma delimited list of properties to return

Returns

Body: CMRecordsResponse

Update Record (Reschedule Actions)

Operation ID:: RecordRescheduleActions

Reschedules all actions attached to this record

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Unique Identifier	Uri	True	integer
From Base Date	FromBaseDate		date
Use Actual Durations	UseActualDurations		boolean
Properties	Properties		string	A comma delimited list of properties to return

Returns

Body: CMRecordsResponse

Update Record (Set Access Unrestricted or Based on Container)

Operation ID:: InheritAccessControl

InheritAccessControl

Parameters

Name	Key	Required	Type	Description
Unique Identifier	Uri	True	integer
FunctionEnum	FunctionEnum		string
Unique ID	Uri		integer	Location Unique Identifier

Returns

Body: CMRecordsResponse

Update Record (Set Assignee)

Operation ID:: RecordSetAssignee

Set the Assignee to a particular Location, back to Home or register as Missing

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Unique Identifier	Uri	True	integer
New Assignee	NewAssignee		string	Unique ID or email address of new Assignee
Assignee Type	AssigneeType		string
Due for Return by Date	DueForReturnByDate		date
Actual Time Change Occurred	ActualTimeChangeOccurred		date-time
Properties	Properties		string	A comma delimited list of properties to return

Returns

Body: CMRecordsResponse

Update Record (Set User Label)

Operation ID:: RecordSetUserLabel

Allows for the setting of a user label on a Record

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Record	Uri	True	integer	The Unique ID of the Record to attach the User Label to
User Label	UserLabel	True	string	The Unique ID or Name of the User Label to apply
Favourite Type	FavouriteType		string
Properties	Properties		string	A comma delimited list of properties to return

Returns

Body: CMRecordsResponse

Update Record (Undispose)

Operation ID:: RecordUndispose

Reverts the state of the record (and any of its contents) so that it is no longer disposed

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Unique Identifier	Uri	True	integer
Continue on error?	ContinueOnError		boolean
Properties	Properties		string	A comma delimited list of properties to return

Returns

Body: CMRecordsResponse

Update Record (Undo Checkout)

Operation ID:: RecordUndoCheckout

Undo a previous checkout of the electronic document for this Record, disregarding any changes made since it was checked out

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Unique Identifier	Uri	True	integer
Comments	Comments		string
Properties	Properties		string	A comma delimited list of properties to return

Returns

Body: CMRecordsResponse

Update Record (Unfinalise - Set As Draft)

Operation ID:: RecordUpdateUnfinalise

Update a Finalised Record to Draft

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
Unique Identifier	Uri	True	integer

Returns

Body: CMRecordsResponse

Upload Electronic File

Operation ID:: RecordElecUpload

Upload an Electronic File which may later be attached to a Record

Parameters

Name	Key	Required	Type	Description
User to Impersonate	userToImpersonate		string	The Network Login or Alternative Login of the Location in CM to impersonate
File Name	RecordFilePath	True	string
Unique Identifier	Uri	True	string

Definitions

CMRecord

Name	Path	Type	Description
File Path	RecordFilePath	string	The filename as it appears in the Uploads folder
Accession Number	RecordAccessionNumber	integer
Addressee	RecordAddressee	integer
Alternative Container	RecordAlternativeContainer	integer
Assignee	RecordAssignee	integer
Author	RecordAuthor	integer
Authorization Method	RecordAuthorizationMethod	string
Auto Classification Confidence Level	RecordAutoClassificationConfidenceLevel	integer
Auto Render to PDF On Save	RecordAutoRenderToPDFOnSave	boolean
Blue Print Title	RecordBlueprintTitle	string
Bypass Record Type Access Controls	RecordBypassRecordTypeAccessControls	boolean
Checked In By	RecordCheckedInBy	integer
Checked Out To	RecordCheckedOutTo	integer
Classification	RecordClassification	integer
Class of Record	RecordClassOfRecord	string
Client	RecordClient	integer
Client Record	RecordClientRecord	integer
Consignment	RecordConsignment	string
Consignment Object	RecordConsignmentObject	string
Container	RecordContainer	integer
Creator	RecordCreator	integer
Current Version	RecordCurrentVersion	string
Date Closed	RecordDateClosed	date-time
Date Created	RecordDateCreated	date-time
Date Due	RecordDateDue	date-time
Date Finalized	RecordDateFinalized	date-time
Date Imported	RecordDateImported	date-time
Date Inactive	RecordDateInactive	date-time
Date Modified	RecordDateModified	date-time
Date Published	RecordDatePublished	date-time
Date Received	RecordDateReceived	date-time
Date Registered	RecordDateRegistered	date-time
Document Attach Pending	RecordDocumentAttachPending	boolean
Document Size	RecordDocumentSize	integer
Document Type	RecordDocumentType	string
Editor	RecordEditor	integer
Electronic Document Store	RecordEStore	integer
Document Extension	RecordExtension	string
External Reference	RecordExternalReference	string
Finalize on Save	RecordFinalizeOnSave	boolean
Folder Origin	RecordFolderOrigin	integer
Foreign Barcode	RecordForeignBarcode	string
Generated Title	RecordGeneratedTitle	string
GPS Location	RecordGpsLocation	string
Home Location	RecordHomeLocation	integer
Home Space	RecordHomeSpace	integer
Initiate Template	RecordInitiateTemplate	string	Unique ID of Workflow Template
Is Enclosed	RecordIsEnclosed	boolean
Jurisdiction	RecordJurisdictions	string
Last Action Date	RecordLastActionDate	date-time
Last Part Record	RecordLastPartRecord	integer
Latest Version	RecordLatestVersion	integer
Expanded Number	RecordLongNumber	string
Record Number	RecordNumber	string
Manual Destruction Date	RecordManualDestructionDate	date-time
Matter Record	RecordMatterRecord	integer
Media Type	RecordMediaType	string
Meeting	RecordMeeting	integer
Mime Type	RecordMimeType	string
My Authorization Comments	RecordMyAuthorizationComments	string
My Authorization Complete	RecordMyAuthorizationComplete	boolean
My Review Comments	RecordMyReviewComments	string
My Review Complete	RecordMyReviewComplete	boolean
Number Pages?	RecordNbrPages	integer
Needs Authorization?	RecordNeedsAuthorization	boolean
Needs Review?	RecordNeedsReview	boolean
New Part Creation Rule	RecordNewPartCreationRule	string	Unique ID of Auto Part Creation Rule
Next Part Record	RecordNextPartRecord	integer
Notes Update Type	NotesUpdateType	string
Notes	RecordNotes	string
Originated From	RecordOriginatedFrom	string
Originated From Run	RecordOriginatedFromRun	string
Other Contact	RecordOtherContact	integer
Owner Location	RecordOwnerLocation	integer
Preserver Hierarchy On Data Entry?	RecordPreserveHierarchyOnDataEntry	boolean
Previous Part Record	RecordPrevPartRecord	integer
Primary Contact	RecordPrimaryContact	integer
Priority	RecordPriority	string
Record Type	RecordRecordType	integer
Related Record	RecordRelatedRecord	integer
Representative	RecordRepresentative	integer
Retention Schedule	RecordRetentionSchedule	integer
Review Date	RecordReviewDate	date-time
Review Due Date	RecordReviewDueDate	date-time
Review State	RecordReviewState	string
Root Part Record	RecordRootPartRecord	integer
Security	RecordSecurity	string
Series Record	RecordSeriesRecord	integer
Title	RecordTitle	string
Title (Free Text Part)	RecordTypedTitle	string
Unique Identifier	Uri	integer
Additional Fields	Fields	object

CMEventData

Name	Path	Type
Event Unique Identifier	OnlineEventUri	integer
Event Type ID	EventType	integer
Event Type	EventTypeString	string
Event Date	EventDate	date-time
Object Type ID	ObjectType	integer
Object Type	ObjectTypeString	string
Object Unique ID	ObjectUri	integer
Related Object Type ID	RelatedObjectType	integer
Related Object Type	RelatedObjectTypeString	string
Related Object Unique ID	RelatedObjectUri	integer
From Machine	FromMachine	string
Connection IP Address	ConnectionIPAddress	string
Client IP Address	ClientIPAddress	string
From Time Zone	FromTimeZone	integer
Login Name	LoginName	string
Login Unique ID	LoginUri	integer
Extra Details	ExtraDetails	string

CMLogMessage

Name	Path	Type
Log Message	LogMessage	string
Search for	TrimType	CMTrimType
Unique Identifier	Uri	integer

CMRecordsResponse

Name	Path	Type	Description
Results	Results	array of CMRecord
UpdateErrorResults	UpdateErrorResults	array of CMUpdateErrorResponse
Total Results	TotalResults	integer
Count String Ex	CountStringEx	string
Minimum Count	MinimumCount	integer
Count	Count	integer
Has More Items	HasMoreItems	boolean
Search Title	SearchTitle	string
Hit Highlight String	HitHighlightString	string
Search for	TrimType	CMTrimType
Response Status	ResponseStatus	CMResponseStatus	Response Status

CMLogResponse

Name	Path	Type	Description
Results	Results	array of CMLogMessage
UpdateErrorResults	UpdateErrorResults	array of CMUpdateErrorResponse
Total Results	TotalResults	integer
Count String Ex	CountStringEx	string
Minimum Count	MinimumCount	integer
Count	Count	integer
Has More Items	HasMoreItems	boolean
Search Title	SearchTitle	string
Hit Highlight String	HitHighlightString	string
Search for	TrimType	CMTrimType
Response Status	ResponseStatus	CMResponseStatus	Response Status

CMUpdateErrorResponse

Update Error Response

Name	Path	Type
Error Code	ErrorCode	string
Unique Identifier	Uri	integer
Message	Message	string
Name	Name	string
Name (Extra)	NameExtra	string

CMResponseStatus

Response Status

Name	Path	Type	Description
Error Code	ErrorCode	string
Message	Message	string
StackTrace	StackTrace	string
Errors	Errors	array of CMResponseError
Meta	Meta	object	Dictionary<String,String>

CMResponseError

Response Error

Name	Path	Type	Description
Error Code	ErrorCode	string
Field Name	FieldName	string
Message	Message	string
Meta	Meta	object	Dictionary<String,String>

CMTrimType

Search for: string

CMLocation

Name	Path	Type
Unique Identifier	Uri	integer
Name	NameString	string
Location Full Formatted Name	LocationFullFormattedName	string
Location Sort Name	LocationSortName	string

CMBob

Name	Path	Type	Description
Unique Identifier	Uri	integer
Name	NameString	string

CMLocationsResponse

Name	Path	Type	Description
Results	Results	array of CMLocation	Results
UpdateErrorResults	UpdateErrorResults	array of CMUpdateErrorResponse
Total Results	TotalResults	integer
Count String Ex	CountStringEx	string
Minimum Count	MinimumCount	integer
Count	Count	integer
Has More Items	HasMoreItems	boolean
Search Title	SearchTitle	string
Hit Highlight String	HitHighlightString	string
Search for	TrimType	CMTrimType
Response Status	ResponseStatus	CMResponseStatus	Response Status

CMBobResponse

Name	Path	Type	Description
Results	Results	array of CMBob	Results
UpdateErrorResults	UpdateErrorResults	array of CMUpdateErrorResponse
Total Results	TotalResults	integer
Count String Ex	CountStringEx	string
Minimum Count	MinimumCount	integer
Count	Count	integer
Has More Items	HasMoreItems	boolean
Search Title	SearchTitle	string
Hit Highlight String	HitHighlightString	string
Search for	TrimType	CMTrimType
Response Status	ResponseStatus	CMResponseStatus	Response Status

GetFileFromUrlResponse

Response from the 'GetFileFromUrl' CM Service API plugin.

Name	Path	Type	Description
Filepath	Filepath	string	Local file path to the file downloaded from the URL.
Message	Message	string

CMLocationAddressUri

Name	Path	Type	Description
Unique ID	Uri	integer

binary

This is the basic data type 'binary'.

object

This is the type 'object'.

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Content Manager Power Connect (Preview)

Pre-requisites

Creating a connection

OAuth (Confidential Client Flow)

System Managed

Default [DEPRECATED]

Throttling Limits

Actions

Create Location (Other)

Parameters

Returns

Create Location (Person)

Parameters

Returns

Create Record (Advanced)

Parameters

Returns

Create Record (Document)

Parameters

Returns

Create Record (Folder)

Parameters

Returns

Delete Record

Parameters

Returns

Download Electronic File

Parameters

Returns

Find CM Objects

Parameters

Returns

Find Location by ID

Parameters

Returns

Find Locations

Parameters

Returns

Find Record by ID

Parameters

Returns

Find Records

Parameters

Returns

Find Records (Advanced)

Parameters

Returns

Find Unique ID of Location Address

Parameters

Returns

Get File from URL

Parameters

Returns

Read Event Data

Parameters

Returns

Update Location (Additional Fields)

Parameters

Returns

Update Location (Address)

Parameters

Returns

Update Location (Other)

Parameters

Returns

Update Location (Person)

Parameters

Returns

Update Record (Add Access Controls)

Parameters

Returns

Update Record (Additional Fields)

Parameters

Returns

Update Record (Advanced)

Parameters

Returns

Update Record (Attach Action or Procedure)

Parameters