Set Life Sciences Quote Document Defaults Action

Sets default attributes on document recipients for a specified quote document based on its attached Lightning flexipage layout.

This action is available in API version 68.0 and later.

Supported REST HTTP Methods 

URI: /services/data/vXX.X/actions/standard/setLsQuoteDocumentDefaults

Where XX.X is the latest API version.

Formats: JSON, XML

HTTP Methods: POST

Authentication: Authorization: Bearer TOKEN

Where TOKEN is your OAuth access token.

Inputs 

InputTypeDescription
quoteDocumentIdStringRequired
The ID of the Quote Document record for which to populate recipient default properties.

Outputs 

OutputTypeDescription
errorDescriptionStringMessage detailing generic action failures when processing the quote document defaults.
inputErrorDescriptionStringError message displayed when a valid quote document ID parameter is missing from the request.
templateNotFoundStringError message returned when document template details aren’t found for the specified quote document.
flexiPageDetailsNotFoundStringError message returned when flexipage layout details can’t be retrieved for the quote document.
signaturePlaceholderNotFoundStringError message returned when a Life Sciences signature component placeholder isn’t found in the document template layout.
unableToUpdateDocumentRecipientStringError message displayed when updating the document recipient record with the default signature identifier fails.

Example 

Sample Request

1{
2          "inputs": [
3          {
4          "quoteDocumentId": "0QDxx0000004CQmGAM"
5          }
6          ]
7          }

Sample Response

1[
2          {
3          "actionName": "setLsQuoteDocumentDefaults",
4          "errors": null,
5          "isSuccess": true,
6          "outputValues": {
7          "errorDescription": null,
8          "inputErrorDescription": null,
9          "templateNotFound": null,
10          "flexiPageDetailsNotFound": null,
11          "signaturePlaceholderNotFound": null,
12          "unableToUpdateDocumentRecipient": null
13          }
14          }
15          ]