Sales

Assign a document to a checklist item. The document must already exist on this sale (upl...

Assign a document to a checklist item. The document must already exist on this sale (upload via POST /api/files/sales/{saleGuid}/documents). The checklistItemId must be the ActivityId from the checklist array returned by GET /api/files/sales/{saleGuid}. Fetch the sale, identify the target checklist activityId, then call this endpoint with the document GUID.

Validation & Requirements

Required Parameters

  • saleGuid (path, string, format=guid)
  • checklistItemId (path, integer, format=int32)
  • form (body, object)

Required JSON Body Fields

  • documentGuid (format=guid, minLength=1)

Validations

  • Invalid GUID values in *Guid/*Guids fields return 422 Unprocessable Entity.
  • Invalid date values in *date* fields return 422 Unprocessable Entity.
  • Missing required request body returns 422 Unprocessable Entity with Missing request body..
  • Additional business-rule validation may return 422 with details in the errors array.

Integration Requirement

  • Retrieve the corresponding ...Form endpoint immediately before write operations to get current dynamic required fields and allowed values.
post/api/files/sales/{saleGuid}/checklist-items/{checklistItemId}

Path parameters

saleGuidstring guid required

The sale GUID.

checklistItemIdinteger required

The ActivityId of the checklist item (from the sale's checklist array).

Request body

documentGuidstring guid required

The PDF as base64 encoded.

Response

warningsstring[] nullable