Initiate Document User Action

Initiate a user action. Before initiating, you should retrieve any applicable entry criteria for the action.

Only some user action types can be initiated through the API. See supported user actions.

The authenticated user must have permission to initiate this action. To check permissions, Retrieve User Actions and check for actions where executable__v is true.

PUT/api/{version}/objects/documents/{doc_id}/versions/{major_version}/{minor_version}/lifecycle_actions/{name__v}

Headers

Name	Description
`Content-Type`	`application/x-www-form-urlencoded`
`Accept`	`application/json` (default) or `application/xml`

URI Path Parameters

Name	Description
`{doc_id}`	The document `id` field value on which to initiate the user action.
`{major_version}`	The major version number of the document.
`{minor_version}`	The minor version number of the document.
`{name__v}`	The action `name__v` field value to initiate. Retrieve this value from Retrieve User Action.

Request Details: Start Legacy Workflow

This request is initiating a start_approval__c workflow. Retrieving the entry criteria told us what fields we need to add to initiate this action, and that the scope is WorkflowActivation. This scope means we can add the required entry criteria fields as name-value pairs in the body of this request.

user_control_multiple__c=user%3A10001400 is an ObjectReference to a User.
date_control__c=2019-10-31 is a Date.

Request Details: Change State

This request is initiating the approve__c user action, which changes the state of the document to Approved. Retrieving the entry criteria told us what fields we need to add or update to initiate this action, and that the scope is Document. This scope means the required entry criteria must be set on the document prior to this request, so there are no additional parameters to add to this initiate request.

Request: Start Legacy Workflow

curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d 'user_control_multiple__c=user%3A10001400&date_control__c=2019-10-31'\
https://myvault.veevavault.com/api/v26.1/objects/documents/17/versions/0/1/lifecycle_actions/start_approval__c

Response: Start Legacy Workflow

{
   "responseStatus": "SUCCESS",
   "id": 17,
   "workflow_id__v": "401"
}

Request: Change State

curl -X PUT -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v26.1/objects/documents/17/versions/0/1/lifecycle_actions/approve__vs

Response

{
   "responseStatus": "SUCCESS",
   "id": 17
}