Public Sector Solutions Developer Guide
j
No Results
Search Tips:
- Please consider misspellings
- Try different search keywords
Record Update with Content Documents
Update an existing record in a Salesforce object using a document
based on a content document record.
- Resource
-
/connect/form-reader/contentDocuments/${contentDocumentId}/record/${targetRecordId} - Resource Example
-
https://yourInstance.salesforce.com/services/data/vXX.X/connect/form-reader/contentDocuments/${contentDocumentId}/record/${targetRecordId} - Available version
- 55.0
- Requires Chatter
- No
- HTTP methods
- PATCH
- Request body for PATCH
-
- Root XML tag
- <DocumentProcessInput>
- JSON example for PATCH
-
{ "documentTypeId": "0dexx0000000001", "overrideConfidenceScoreThreshold": 100, "ignoreFieldValueConflict": false, "attachDocument": true, "fieldsWithoutConflictList": { "noConflictFields": [ { "field": "name" }, { "field": "accountnumber" } ] } "templateApiName": "sample_template" }
-
- Properties
-
Name Type Description Required or Optional Available Version additionalFields Map<String, Object> List of additional fields that you want to create or update in the target object and which are not present in the Intelligent Document Reader field mappings. Optional 55.0 attachDocument Boolean Indicates whether to automatically create the DocumentChecklistItem (DCI) and ContentDocumentLink records to link the document to the target object (true) or not (false). Default value is false.
Optional 55.0 documentTypeId String ID of the document type for the document checklist item. Optional 55.0 fieldsWithoutConflictList Fields Without Conflict Input[] List of fields that must not have any conflicts for the record creation or update process. Optional 55.0 ignoreFieldValueConflict Boolean Indicates whether to ignore conflicts in OCR (true) or not (false). Default value is false.
Optional 55.0 linkedObjectId String ID of the linked object record. Optional 55.0 objectApiName String API name of the target object in which you want to create or update a record. Optional 55.0 overrideConfidenceScoreThreshold Integer Conflict confidence score threshold value for the extracted value. Optional 55.0 recordTypeId String ID of the record type of the target object. Optional 55.0 templateApiName String API name of the document template to retrieve. Optional 59.0
- Response body for PATCH
- Document Process Output