AddActionFromActionTemplate

Endpoint

POST - /Jobs/AddActionFromActionTemplate

Overview

Use this endpoint to update an existing job via an Action Template. Use to update a job, re-assign, change job status, close a job, send email, or just add a progress note.

Before this endpoint can be used, a valid Action Template must be configured and ready for use.

Parameters

actionTemplatePKID

The PKID of a existing Action Template. Use the HelpMaster Desktop edition to open an Action Template and check the “Properties” tab to determine the PKID. See picture below.

Remember that an Action Template can re-assign a job, change the job status, add note, send email and more.

JobPKID

The Job number to update. Must be an existing job.

Details

The text details to use as the Action text.

Example

Update Job 140 with Action Template #19.

{
  "actionTemplatePKID": 19,
  "jobPKID": 140,
  "details": "This is the action details text"
}

See also

Action Templates

Closing a job