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

Input	Type	Description
quoteDocumentId	String	Required The ID of the Quote Document record for which to populate recipient default properties.

Outputs

Output	Type	Description
errorDescription	String	Message detailing generic action failures when processing the quote document defaults.
inputErrorDescription	String	Error message displayed when a valid quote document ID parameter is missing from the request.
templateNotFound	String	Error message returned when document template details aren't found for the specified quote document.
flexiPageDetailsNotFound	String	Error message returned when flexipage layout details can't be retrieved for the quote document.
signaturePlaceholderNotFound	String	Error message returned when a Life Sciences signature component placeholder isn't found in the document template layout.
unableToUpdateDocumentRecipient	String	Error message displayed when updating the document recipient record with the default signature identifier fails.

Example

Sample Request

{
          "inputs": [
          {
          "quoteDocumentId": "0QDxx0000004CQmGAM"
          }
          ]
          }

Sample Response

[
          {
          "actionName": "setLsQuoteDocumentDefaults",
          "errors": null,
          "isSuccess": true,
          "outputValues": {
          "errorDescription": null,
          "inputErrorDescription": null,
          "templateNotFound": null,
          "flexiPageDetailsNotFound": null,
          "signaturePlaceholderNotFound": null,
          "unableToUpdateDocumentRecipient": null
          }
          }
          ]