Question:
Can I create a document via a URL?
Answer:
Yes. Although
- the user must be logged in (otherwise they will be redirected to authenticate).
- the document will not actually exist until it is saved by the user.
Basic URL
The general parts of the URL are
- Site Scheme – either http:// or https://
- Hostname – something like try.spitfirepm.com.
- App Name – often /sfPMS/
- DocDetail.aspx? – the resource that will process the request
- add=document type GUID (required) – for example add=6D384462-6C13-42C5-A744-8E70DBD7E95D
- &project= – (optional) the project ID or blank
- &UseID=new GUID (optional, recommended if possible). When you provide a new unique identifier in this way, you know in advance the unique identifier that will be used to store the document and can re-reference that document in the future using the same GUID key. (See Additional Comments)
Example
For example, to create a new Customer Bid on the try.spitfirepm.com site (if you are already logged in), click here.
The URL is http://try.spitfirepmcom/SFPMS/DocDetail.aspx?add=6D384462-6C13-42C5-A744-8E70DBD7E95D&project=&
Additional Comments:
It is also possible to create documents using the Web Service calls, but this requires a client program.
For the GUID values for the add= option, see the Doc Type tool on the System Admin Dashboard.
The URL to open an existing document is similar:
- Site Scheme – either http:// or https://
- Hostname – something like try.spitfirepm.com
- App Name – often /sfPMS/
- DocDetail.aspx? – the resource the will process the request
- id=document GUID (required)
For example: http://try.spitfirepm.com/sfPMS/DocDetail.aspx?id=d5eda62b-b214-44f9-bbed-978795eb610f
KBA-01607; Last updated: September 19, 2017 at 11:44 am
Keywords: web link integration