Procore.Api.CoreConfigurationsConfigurableFieldSets (procore_sdk v0.3.0)

API calls for all endpoints tagged CoreConfigurationsConfigurableFieldSets.

Summary

Functions

Find Configurable Field Set by Index Returns the details for a specified Configurable Field Set if found. If not, template of type Field Set will be returned with ID null.

List Configurable Field Sets Return a list of all Configurable Field Sets associated with a Company.

Duplicate a Configurable Field Set and its custom fields Returns the newly duplicated configurable field set.

Show Configurable Field Set Returns the details for a specified Configurable Field Set

List Configurable Field Set Project options Returns projects available for the specified configurable field set

Validate Custom Fields Values With Configurable Field Set Returns validation failure/success messages for values supplied to custom fields within the configurable field set.

List Project Configurable Field Sets Return a list of all Configurable Field Sets associated with a Project.

List Custom Fields User options Returns login informations that have access to the specified tool.

Functions

Link to this function

rest_v10_companies_company_id_configurable_field_sets_find_by_index_get(connection, procore_company_id, company_id, type, opts \\ [])

@spec rest_v10_companies_company_id_configurable_field_sets_find_by_index_get(
  Tesla.Env.client(),
  integer(),
  integer(),
  String.t(),
  keyword()
) ::
  {:ok,
   Procore.Model.RestV10CompaniesCompanyIdWorkflowPermanentLogsGet401Response.t()}
  | {:ok, Procore.Model.ConfigurableFieldSet2.t()}
  | {:ok, Procore.Model.RestV10ProjectsIdFiltersGetDefaultResponse.t()}
  | {:error, Tesla.Env.t()}

Find Configurable Field Set by Index Returns the details for a specified Configurable Field Set if found. If not, template of type Field Set will be returned with ID null.

Parameters

  • connection (Procore.Connection): Connection to server
  • procore_company_id (integer()): Unique company identifier associated with the Procore User Account.
  • company_id (integer()): Unique identifier for the company.
  • type (String.t): The type of Configurable Field Set
  • opts (keyword): Optional parameters
    • :project_id (integer()): Project ID that is associated to the Configurable Field Set, if applicable
    • :"scope[category]" (integer()): Required for an Observations Configurable Field Set (0 = quality, 1 = safety, 2 = commissioning, 3 = warranty, 4 = work to complete)
    • :"scope[inspection_type_id]" (integer()): Required for an Inspection Configurable Field Set. If a value is provided, only field set of the specific Inspection type is returned. If no value is provided, only field set of unassociated Inspections (Inspections with no type) is returned.
    • :"scope[generic_tool_id]" (integer()): Required for a Generic Tool Item Configurable Field Set (type of ConfigurableFieldSet::GenericToolItem)
    • :"scope[action_plan_type_id]" (integer()): Required for an Action Plans Plan Configurable Field Set (type of ConfigurableFieldSet::ActionPlans::Plan)

Returns

  • {:ok, Procore.Model.ConfigurableFieldSet2.t} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

rest_v10_companies_company_id_configurable_field_sets_get(connection, procore_company_id, company_id, opts \\ [])

@spec rest_v10_companies_company_id_configurable_field_sets_get(
  Tesla.Env.client(),
  integer(),
  integer(),
  keyword()
) ::
  {:ok,
   Procore.Model.RestV10CompaniesCompanyIdWorkflowPermanentLogsGet401Response.t()}
  | {:ok, [Procore.Model.ConfigurableFieldSet.t()]}
  | {:error, Tesla.Env.t()}

List Configurable Field Sets Return a list of all Configurable Field Sets associated with a Company.

Parameters

  • connection (Procore.Connection): Connection to server
  • procore_company_id (integer()): Unique company identifier associated with the Procore User Account.
  • company_id (integer()): Unique identifier for the company.
  • opts (keyword): Optional parameters
    • :include_lov_entries (boolean()): whether or not to include LOV entries in the response (defaults to true)
    • :page (integer()): Page
    • :per_page (integer()): Elements per page
    • :"filters[type][]" ([String.t]): Filter by field set type(s). Could be a string or an array of string.
    • :"filters[generic_tool_id][]" ([integer()]): Filter by generic tool id(s). Could be a integer or an array of integer.
    • :view (String.t): Specify which view to render. Options are extended, mobile, or with_project_ids

Returns

  • {:ok, [%ConfigurableFieldSet{}, ...]} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

rest_v10_companies_company_id_configurable_field_sets_id_delete(connection, procore_company_id, company_id, id, opts \\ [])

@spec rest_v10_companies_company_id_configurable_field_sets_id_delete(
  Tesla.Env.client(),
  integer(),
  integer(),
  integer(),
  keyword()
) ::
  {:ok, nil}
  | {:ok,
     Procore.Model.RestV10CompaniesCompanyIdWorkflowPermanentLogsGet401Response.t()}
  | {:error, Tesla.Env.t()}

Delete Configurable Field Set Deletes a Configurable Field Set.

Parameters

  • connection (Procore.Connection): Connection to server
  • procore_company_id (integer()): Unique company identifier associated with the Procore User Account.
  • company_id (integer()): Unique identifier for the company.
  • id (integer()): Configurable Field Set ID
  • opts (keyword): Optional parameters

Returns

  • {:ok, nil} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

rest_v10_companies_company_id_configurable_field_sets_id_duplicate_post(connection, procore_company_id, company_id, id, name, opts \\ [])

Duplicate a Configurable Field Set and its custom fields Returns the newly duplicated configurable field set.

Parameters

  • connection (Procore.Connection): Connection to server
  • procore_company_id (integer()): Unique company identifier associated with the Procore User Account.
  • company_id (integer()): Unique identifier for the company.
  • id (integer()): Configurable Field Set ID
  • name (String.t): Name for new fieldset
  • opts (keyword): Optional parameters
    • :include_custom_fields (boolean()): Boolean to dictate if the custom fields are duplicated

Returns

  • {:ok, Procore.Model.ConfigurableFieldSet.t} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

rest_v10_companies_company_id_configurable_field_sets_id_get(connection, procore_company_id, company_id, id, opts \\ [])

@spec rest_v10_companies_company_id_configurable_field_sets_id_get(
  Tesla.Env.client(),
  integer(),
  integer(),
  integer(),
  keyword()
) ::
  {:ok,
   Procore.Model.RestV10CompaniesCompanyIdWorkflowPermanentLogsGet401Response.t()}
  | {:ok, Procore.Model.ConfigurableFieldSet2.t()}
  | {:error, Tesla.Env.t()}

Show Configurable Field Set Returns the details for a specified Configurable Field Set

Parameters

  • connection (Procore.Connection): Connection to server
  • procore_company_id (integer()): Unique company identifier associated with the Procore User Account.
  • company_id (integer()): Unique identifier for the company.
  • id (integer()): Configurable Field Set ID
  • opts (keyword): Optional parameters

Returns

  • {:ok, Procore.Model.ConfigurableFieldSet2.t} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

rest_v10_companies_company_id_configurable_field_sets_id_patch(connection, procore_company_id, company_id, id, rest_v10_companies_company_id_configurable_field_sets_id_patch_request, opts \\ [])

Update Configurable Field Set Updates a Configurable Field Set.

Parameters

  • connection (Procore.Connection): Connection to server
  • procore_company_id (integer()): Unique company identifier associated with the Procore User Account.
  • company_id (integer()): Unique identifier for the company.
  • id (integer()): Configurable Field Set ID
  • rest_v10_companies_company_id_configurable_field_sets_id_patch_request (RestV10CompaniesCompanyIdConfigurableFieldSetsIdPatchRequest):
  • opts (keyword): Optional parameters

Returns

  • {:ok, Procore.Model.ConfigurableFieldSet2.t} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

rest_v10_companies_company_id_configurable_field_sets_id_project_options_get(connection, procore_company_id, company_id, id, opts \\ [])

List Configurable Field Set Project options Returns projects available for the specified configurable field set

Parameters

  • connection (Procore.Connection): Connection to server
  • procore_company_id (integer()): Unique company identifier associated with the Procore User Account.
  • company_id (integer()): Unique identifier for the company.
  • id (integer()): Configurable Field Set ID
  • opts (keyword): Optional parameters
    • :page (integer()): Page
    • :per_page (integer()): Elements per page
    • :with_name (String.t): Filter by project name, project number or display name which contains the given text.
    • :starts_with (String.t): Filter by project name, project number or display name starts with the given text.

Returns

  • {:ok, [%RestV10CompaniesCompanyIdConfigurableFieldSetsIdProjectOptionsGet200ResponseInner{}, ...]} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

rest_v10_companies_company_id_configurable_field_sets_id_validations_post(connection, procore_company_id, company_id, id, opts \\ [])

Validate Custom Fields Values With Configurable Field Set Returns validation failure/success messages for values supplied to custom fields within the configurable field set.

Parameters

  • connection (Procore.Connection): Connection to server
  • procore_company_id (integer()): Unique company identifier associated with the Procore User Account.
  • company_id (integer()): Unique identifier for the company.
  • id (integer()): Configurable Field Set ID
  • opts (keyword): Optional parameters
    • :project_id (integer()): Project ID
    • :body (RestV10CompaniesCompanyIdConfigurableFieldSetsIdValidationsPostRequest):

Returns

  • {:ok, Procore.Model.RestV10CompaniesCompanyIdConfigurableFieldSetsIdValidationsPost200Response.t} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

rest_v10_companies_company_id_configurable_field_sets_post(connection, procore_company_id, company_id, rest_v10_companies_company_id_configurable_field_sets_post_request, opts \\ [])

Create Configurable Field Sets Creates a Configurable Field Set

Parameters

  • connection (Procore.Connection): Connection to server
  • procore_company_id (integer()): Unique company identifier associated with the Procore User Account.
  • company_id (integer()): Unique identifier for the company.
  • rest_v10_companies_company_id_configurable_field_sets_post_request (RestV10CompaniesCompanyIdConfigurableFieldSetsPostRequest):
  • opts (keyword): Optional parameters
    • :include_lov_entries (boolean()): whether or not to include LOV entries in the response (defaults to true)

Returns

  • {:ok, Procore.Model.ConfigurableFieldSet2.t} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

rest_v10_projects_project_id_configurable_field_sets_get(connection, procore_company_id, project_id, opts \\ [])

@spec rest_v10_projects_project_id_configurable_field_sets_get(
  Tesla.Env.client(),
  integer(),
  integer(),
  keyword()
) ::
  {:ok,
   Procore.Model.RestV10CompaniesCompanyIdWorkflowPermanentLogsGet401Response.t()}
  | {:ok, [Procore.Model.ConfigurableFieldSet.t()]}
  | {:error, Tesla.Env.t()}

List Project Configurable Field Sets Return a list of all Configurable Field Sets associated with a Project.

Parameters

  • connection (Procore.Connection): Connection to server
  • procore_company_id (integer()): Unique company identifier associated with the Procore User Account.
  • project_id (integer()): Unique identifier for the project.
  • opts (keyword): Optional parameters
    • :page (integer()): Page
    • :per_page (integer()): Elements per page
    • :include_lov_entries (boolean()): whether or not to include LOV entries in the response (defaults to true)
    • :"types[]" ([String.t]): Filter by of configurable field set types
    • :include_default_configurable_field_sets (boolean()): Flag to include the default values for each type of Configurable Field Set if one has not been created.
    • :generic_tool_id (integer()): Filter by generic tool id(s). Could be a integer or an array of integer.
    • :action_plan_type_id (integer()): Filter by Action Plan type id.
    • :inspection_type_id (integer()): Filter by inspection type id.
    • :category (String.t): Filter by category.

Returns

  • {:ok, [%ConfigurableFieldSet{}, ...]} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

rest_v10_projects_project_id_custom_fields_tool_name_user_options_get(connection, procore_company_id, project_id, tool_name, opts \\ [])

@spec rest_v10_projects_project_id_custom_fields_tool_name_user_options_get(
  Tesla.Env.client(),
  integer(),
  integer(),
  String.t(),
  keyword()
) ::
  {:ok,
   Procore.Model.RestV10CompaniesCompanyIdWorkflowPermanentLogsGet401Response.t()}
  | {:ok,
     [
       Procore.Model.RestV10ProjectsProjectIdRfisDefaultDistributionGet200ResponseInner.t()
     ]}
  | {:error, Tesla.Env.t()}

List Custom Fields User options Returns login informations that have access to the specified tool.

Parameters

  • connection (Procore.Connection): Connection to server
  • procore_company_id (integer()): Unique company identifier associated with the Procore User Account.
  • project_id (integer()): Unique identifier for the project.
  • tool_name (String.t): Tool name identifier
  • opts (keyword): Optional parameters
    • :page (integer()): Page
    • :per_page (integer()): Elements per page

Returns

  • {:ok, [%RestV10ProjectsProjectIdRfisDefaultDistributionGet200ResponseInner{}, ...]} on success
  • {:error, Tesla.Env.t} on failure