Need help with IDM REST API

tbarbieri

Hello,

Infor CSD user here.

I am familiar with using the base level IDM/items API to upload documents to document management, specifying attributes such as 'Order_Number' and 'Order_Suffix' to attach documents to their orders. I also specify document type when uploading using IDM/items, for example, entityName: 'Pick_List'.

A functionality I would like to have is to check if a document exists for a particular order before attaching a new one. To do this, I would need an API which gave me some kind of list containing the attributes and their values for each document attached to a given order that is of type 'Pick_List'. I want to be able to initially provide the order number and suffix in my request body, and parse through the response to see the data for each 'Pick_List' document for that order. The data I would want to see are fields like file name, createdBy, createdTS (the timestamp), and pid.

If I had to guess, this would be achieved through one of the IDM/items/search APIs. Is this correct?

andy

Yes, you can use that endpoint to search for existing documents by attributes via XQUERY. If you're unfamiliar with searching by XQUERY you can use the Query Builder in Document Management; build your query, search for it, and then reopen the search and select "Enter Query Manually" toggle to view the XQUERY for the search query you've built.

Alternatively, if you will only ever have one unique document for each PO, you could make the Purchase Order attribute unique to avoid duplicates (though there are other issues to consider when doing this).