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Add a note to a task

You can use the API to add notes to task.

To add a note to a task in the API:

  1. Choose a profile to add the product application to, and get the profile's ID number, for example, a2c4393a-e219-67a4-5ab4-2186952e9038. You'll need it to make the request in the next step.

    Tip

    To get the profile ID, view the profile in the portal and copy the string of letters and numbers after /onboarding/ in the URL.

    If you haven't created the profile yet, see the steps in Create profiles (API). You can also create a profile using the portal.

  2. Make a call to the following endpoint to get a list of tasks on a profile.

    GET https://api.passfort.com/4.0/profiles/{profile_id}/tasks

    Each object returned corresponds to one task. In the following sample response, the profile has two tasks.

    Sample response:

    [
  {
    "check_ids": [ ],
    "creation_date": "2020-03-09 12:18:40",
    "form_instance_ids": [ ],
    "id": "3d7a333c-418d-72a1-007b-06854dbb28eb",
    "is_complete": false,
    "is_expired": false,
    "is_skipped": false,
    "state": "INCOMPLETE",
    "type": "COMPANY_MANUAL_TASK",
    "variant": {
       "id": "ddc72ea7-6e45-cc3b-dc52-30a94b9ec8c2",
       "alias": "pep_declaration_form",
       "name": "PEP declaration form",
       "task_type": "COMPANY_MANUAL_TASK"
    }
  },
  {
    "check_ids": [ ],
    "creation_date": "2020-03-09 12:18:40",
    "form_instance_ids": [ ],
    "id": "72aadb55-8b02-8495-d6b0-e1627ec23612",
    "is_complete": true,
    "is_expired": false,
    "is_skipped": false,
    "state": "COMPLETED_PASS",
    "type": "COMPANY_IDENTIFY_OFFICERS",
    "variant": {
       "id": "5562c4e4-4d12-b16a-a151-7c9eed6816e9",
       "alias": "identify_officers",
       "name": "Identify officers",
       "task_type": "COMPANY_IDENTIFY_OFFICERS"
    }
  }
]

  3. Get the id for the task you want to add the note to, for example, 3d7a333c-418d-72a1-007b-06854dbb28eb.

    1. Find the task you want to update by looking at the variant.alias of the task and making sure it matches the alias of the task you want to add the note to.

    2. Use the task with "is_expired": "false" if there is more than one task with the same alias, which happens when a task has more than one version.

  4. To include a file, add it to the profile. The image id is returned in the response.

  5. To create the note, make a request to the following endpoint.

    POST https://api.passfort.com/4.0/profiles/{profile_id}/tasks/{task_id}/notes

    When you make the POST request, you can include the following parameters in the body.

    Body parameters:

    Key

    Value

    Description

    attachments

    Optional

    array of objects

    See the following sample request body for a sample value.

    Array of objects where each object corresponds to one image from the profile's files.

    attachments.id

    *Required

    string

    Sample value: a7a57663-8d1b-c45b-73e2-19616ce0ebe5

    The unique identifier for a document image.

    text

    Optional

    string

    Sample value: PEP declaration form completed 11/03/2020.

    The text in the note.

    author_name

    Optional

    string

    Sample value: Morgan Rose

    The name of the author of the note.

    If you include this parameter, custom name is displayed next to the author's name in the portal.

    If you do not include this parameter, the API key name is displayed as the author's name in the portal.

Additional information

In this section:
alias