eDocs - Rest API - "Lookup" questions

Laubstein · 2021-08-04T17:26:18+00:00

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Hi,

1 - In the following endpoint I known that the profile parameter is the name of the form but what is the key parameter and where I can look for it?

2 - Is there how to known the total entries of a lookup table?

3 - How can I use the filter query parameter to seach for more than one field with an or clause? For example I want to be able to search for all the fields below.

Thanks

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Comments

Al Slapsys

1) Lookups are related to the fields on forms so the first thing you'll need to do is examine the form definition (profile) for the specific lookup field using:

GET .../edocsapi/v1.0/forms/<formname>/profile?library=<library>

Example of the definition for the CLIENT_ID field found on the LEGALPROF form:

Here you'll find CLIENT (lookup) is the name of the table and CLIENT_ID (name) is the key

Making your lookup request look like this:

GET .../edocsapi/v1.0/lookups/CLIENT?library=<library>&profile=<formname>&key=CLIENT_ID

2) The reply will contain set information about the list of items returned and there you will find the total number of items available.

3) Use the standard start, max and filter parameters to return only a subset of the total items

To limit the items returned based on certain criteria then you would use the filter parameter.

Example to only return the MATTER_IDs that pertain to a specific CLIENT_ID

filter=CLIENT_ID=<id>

Laubstein

4 - How can I use the start and max parameters? It seems that the api is ignoring the start parameter as you can see in the images below.

The ascending or descending parameter seems to be ignored too.

Am I using it right?

Thanks

Laubstein

About question 3 - I don't think it's possible to filter more than one field Am I right? Even DM Explorer has a combobox for the user to choose which field they want to use for the search.

Laubstein

About question 2 - The total is the number of returned results, the cap is 250 in my tests when I do not filter anything, I was talking about the total records in the table.

Al Slapsys

The lookup retrievals will always start with the first record but can be set to less than the system default by using the max parameter.

Multiple fields can be used in the filter parameter. filter=CLIENT_ID=<value> and MATTER_ID=<value>

Laubstein

Thanks, I'm thinking that if start doesn't skip rows, I don't think I'll be able to do server pagination properly.

Do you have any tips to give me?

Al Slapsys

The number of records in the actual table is not available through the REST API only the number of items that are available because of either system limits or permissions.

Al Slapsys

Lookups are for finding something quickly so I would suggest using filters to show subsets of what could be a very large list.

For example you may have a user base of over a thousand users and your trying to locate someone with a name that starts with 'N'. You could add filter=AUTHOR_ID=N* or FULL_NAME=N* to only return records of the users who's user id and/or name start with 'N'. This could be extended further to include the first couple of letters.

Laubstein

Thank you, I am dynamically building a form for an upload, I have to present all the necessary fields and if they have a lookup, the user can search for the record in a modal, in this modal he will have an input to search, such as the maximum of records is always 250 I will no longer do the paging on the server.