iManage Work
![](https://connectoricons-prod.azureedge.net/releases/v1.0.1693/1.0.1693.3738/imanagework/icon.png)
iManage Work connector enables users to automate repetitive tasks and approval processes while they keep all their files secure in the iManage Work environment.
This connector is available in the following products and regions:
Service | Class | Regions |
---|---|---|
Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
Contact | |
---|---|
Name | iManage LLC |
URL | https://docs.imanage.com |
[email protected] |
Connector Metadata | |
---|---|
Publisher | iManage LLC |
Website | https://imanage.com |
Privacy policy | https://imanage.com/about/privacy-notice/ |
Categories | Content and Files;Productivity |
iManage Work
iManage is the industry-leading provider of document and email management solutions for knowledge workers. iManage platform organizes and secures the information in documents and emails, so professionals can search for what they need, act on it, and collaborate more effectively. The iManage Work connector enables users to automate repetitive tasks and approval processes while they keep all their files secure in the iManage Work environment.
Prerequisites
The connector is available for all iManage Work customers connecting to cloudimanage.com. First, the Power Automate application will need to be enabled by an administrator of your iManage Work environment. Once enabled, you will need the specific URL for your environment and a login account and password under which the connector can execute actions. For more information, see the FAQ.
How to get credentials
If you are an existing iManage Work user, provide your iManage Work credentials to login. Otherwise, contact your System Administrator for assistance.
Get started with iManage Work connector
Perform the following steps to get started with the iManage Work connector:
- Create an Instant cloud flow and select + New step.
- Search for iManage Work to see all the available iManage Work actions.
- Select the desired iManage Work action.
- If you are not already signed in to iManage Work, you are prompted for signing in.
- Select Sign in.
- Enter the URL you use to connect to iManage Work, for example cloudimanage.com.
- Enter your iManage Work User ID.
- Enter the password for the chosen account and select Login. From this point on, all flows that use iManage Work actions connect using these user credentials. A different iManage user account can be used by adding a new connection under My Connections and switching to it.
Known issues and limitations
For a list of known issues and limitations, visit https://docs.imanage.com/power-automate/index.html.
Common errors and remedies
For a list of common errors and remedies, visit https://docs.imanage.com/power-automate/index.html.
FAQ
For a list of Frequently Asked Questions, visit https://docs.imanage.com/power-automate/index.html.
Throttling Limits
Name | Calls | Renewal Period |
---|---|---|
API calls per connection | 100 | 60 seconds |
Actions
Add document history entry |
Adds an entry as an event in the document's history. |
Add document reference |
Adds document reference or document shortcut in another folder. |
Copy document |
Copies a document to the specified folder. |
Copy permissions |
Copies the access permissions, and optionally the default security, from one iManage Work object to another. 'Copy Type' gives you options for how to handle the combination of source and destination permissions. 'Overwrite' updates the target object's users, groups, and permission levels to exactly match the source object's. 'Merge' keeps all the users and groups on the destination object and combines them with the source, but in case of a conflict of permission level on an individual or group: 'Merge (Pessimistic)' takes the lower permission, while 'Merge (Optimistic)' takes the higher permission for the conflicting user or group. |
Create workspace |
Creates a new workspace based on the selected template. A workspace template is a predefined workspace whose structure is copied to the new workspace. Restrictions on the workspace template are automatically enforced when creating the new workspace. |
Delete document reference |
Deletes document reference from the specified folder. |
Download document |
Downloads a version of a specific document, based on the document ID. If latest is true, the latest version of this document is downloaded. The download is a stream and is not saved locally. |
Edit name-value pairs |
Creates, updates or deletes name-value pair properties of a document, folder or workspace. To delete a name-value pair, set the value of the key to an empty string wrapped in single or double quotes. |
Get classes |
Gets the list of document classes available in a library that match the specified criteria. |
Get core extended metadata properties of a document |
Gets core extended metadata properties of a document. |
Get document profile |
Gets the document properties associated with a specific document ID. |
Get document versions |
Gets profiles for all versions the current user has access to for a specified document. |
Get group members |
Get details of users that belong to the specified group and match the specified criteria. |
Get libraries |
Gets a list of libraries to which the user has access. |
Get permissions |
Gets user or group access permission properties of a document, folder or workspace. Response properties can vary with user or group permissions. |
Get subclasses |
Gets all the library subclasses that match the specified criteria. |
Get trustees |
Gets a list of trustees with certain permissions for a document, folder or workspace. A trustee can be a user or group. |
Get user details |
Gets information about a user from the specified library. |
Get workspace profile |
Gets the workspace profile, and optionally the list of allowed operations for the workspace. |
Get workspace templates |
Gets list of templates available in a library. A workspace template is a predefined workspace whose structure is copied for the new workspace. |
Move document |
Moves a document to the specified folder. |
Promote document version |
Promotes an existing version of a document to the latest version. A new version is created from a specified Journal ID or Version and then promoted to latest. You must specify either Journal ID or Version, but not both. |
Search core extended metadata taxonomy node values |
Searches for core extended metadata taxonomy node values matching the specified search criteria. |
Search for folders |
Search for folders. |
Search for workspaces |
Search for workspaces. |
Search users |
Searches for iManage Work users matching the specified search criteria. |
Set core extended metadata properties on a document |
Sets core extended metadata properties on a document. |
Update current or create new document version |
Updates the specified version of a document, or creates a new version. This action can update the profile and content of a document. If 'Update Current Version' option is specified, the document is replaced with a new one and the profile of the previous document is maintained. If 'Create New Version' is specified, a new version of the document is created that inherits the profile of the folder. Upon successful execution of the operation, the document profile is returned. |
Update default security |
Updates the default security of a document, folder or workspace. |
Update document profile |
Performs updates on the document profile. A document must not be in use while updating its profile and the profile of a document that is checked out cannot be updated. Returns an updated document profile after the operation. |
Update permissions |
Updates permissions of an object. |
Update workflow state |
Updates the state of a workflow run. This action can only be used in a workflow that has been created to start with a trigger provided by iManage. |
Update workspace |
Updates information of the specified workspace. To delete the existing value of a string field, set the value of the field to an empty string wrapped in single or double quotes. |
Upload document |
Uploads a file as a new document to the specified folder. |
Add document history entry
Adds an entry as an event in the document's history.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Document ID
|
documentId | True | string |
Specifies the ID of the document. For example, 'ACTIVE_US!453.1'. |
Activity
|
activity_code | True | integer |
Specifies the type of activity performed on the document. |
Comments
|
comments | string |
Specifies any additional information about the activity. |
|
Duration
|
duration | integer |
Specifies the number of seconds the user spent working on the document. |
Returns
Name | Path | Type | Description |
---|---|---|---|
data
|
data | object |
Add document reference
Adds document reference or document shortcut in another folder.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Document ID
|
documentId | True | string |
Specifies the ID of the document. For example, 'ACTIVE_US!453.1'. |
Folder ID
|
folderId | True | string |
Specifies the ID of the folder. For example, 'ACTIVE_US!773'. |
Returns
Name | Path | Type | Description |
---|---|---|---|
Document reference ID
|
data.id | string |
Indicates document reference and document_shortcut. |
Wstype
|
data.wstype | string |
Indicates the iManage Work type of the object. Possible values are 'document', 'document_shortcut', 'email'. |
Copy document
Copies a document to the specified folder.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Document ID
|
documentId | True | string |
Specifies the ID of the document. For example, 'ACTIVE_US!453.1'. |
Destination Folder ID
|
folderId | True | string |
Specifies the destination folder ID to which the document is to be copied. For example, 'ACTIVE_US!987'. |
Returns
Name | Path | Type | Description |
---|---|---|---|
Document Access
|
data.access | string |
Indicates the access level permission set for a document or container. The access level is set by the author or a user with full access to the item. Possible values are 'no_access', 'read', 'read_write', 'full_access'. |
Alias
|
data.alias | string |
Indicates the alias of this document. |
Author
|
data.author | string |
Indicates the ID of the user that created the document. For example, 'JSMITH'. |
Author Description
|
data.author_description | string |
Indicates additional information about the document's author. |
Cc
|
data.cc | string |
Indicates recipients to whom the email is carbon copied. Only applicable to emails. |
Document Class
|
data.class | string |
Indicates the document's class. |
Document Class Description
|
data.class_description | string |
Indicates additional information about the document class. |
Content Type
|
data.content_type | string |
Indicates the document content type. |
Document Creation Date
|
data.create_date | string |
Indicates the date and time (in ISO 8601 format) the document was imported into the iManage Work system. This date can be different than 'file_create_date'. |
Database
|
data.database | string |
Indicates the library where the document is stored. |
Document Default Security
|
data.default_security | string |
Indicates the default security access level. Possible values are 'inherit', 'private', 'view', 'public'. |
Document Number
|
data.document_number | integer |
Indicates the document number of a document. |
Document URL
|
data.document_url | string |
Indicates the sharable link for the document. |
Document Edit Date
|
data.edit_date | string |
Indicates the date and time (in ISO 8601 format) of the most recent change to the document. |
Profile Edit Date
|
data.edit_profile_date | string |
Indicates the date and time (in ISO 8601 format) of the most recent change to the document profile. |
Document Extension
|
data.extension | string |
Indicates the file name extension, also called the application extension, of the document. |
File Creation Date
|
data.file_create_date | string |
Indicates the date and time (in ISO 8601 format) the file was created. The file may have been created outside of the iManage Work system. This date can be different than 'create_date'. |
File Editing Date
|
data.file_edit_date | string |
Indicates the date and time (in ISO 8601 format) of the most recent change to the file. The file may have been changed before being uploaded into the iManage Work system. |
From
|
data.from | string |
Indicates the sender of the email. Only applicable to emails. |
Full File Name
|
data.full_file_name | string |
Indicates the full file name of the document. Includes the file name extension. |
Has Attachment
|
data.has_attachment | boolean |
Indicates if email has attachments. Only applicable to emails. |
Basic Document Properties
|
data.basic_properties | string |
Indicates an embeddable '' element that contains basic document properties. |
Document ID
|
data.id | string |
Indicates the ID of the document. For example, 'ACTIVE_US!453.1'. |
Is Indexable
|
data.indexable | boolean |
Indicates if the document is indexed by the system. |
Is Checked Out
|
data.is_checked_out | boolean |
Indicates if the document is checked out. |
Is Declared
|
data.is_declared | boolean |
Indicates if the document is declared as a record. A document that is declared as a record can not be edited or deleted, except by an iManage Work system administrator. |
Is External
|
data.is_external | boolean |
Indicates if the document is shared with external users. |
Is External As Normal
|
data.is_external_as_normal | boolean |
Indicates if the document is external as normal. |
Is HIPAA
|
data.is_hipaa | boolean |
Indicates if the document is encrypted. |
Is In-use
|
data.is_in_use | boolean |
Indicates if the document is in use. |
Document Link
|
data.iwl | string |
Indicates the iManage Work Link (iWL) for the document. The iWL is used to open the document in Protected View Mode by the user who has 'read_write' or 'full_access'. |
Last User
|
data.last_user | string |
Indicates the ID of the user that edited the document most recently. For example, 'JSMITH'. |
Last User Description
|
data.last_user_description | string |
Indicates additional information about the last user that edited the document most recently. |
Document Name
|
data.name | string |
Indicates the file name of the document. |
Operator
|
data.operator | string |
Indicates the ID of the user that has the document checked out or is currently editing its profile. For example, 'JSMITH'. |
Operator Description
|
data.operator_description | string |
Indicates additional information about the operator. |
Received Date
|
data.received_date | string |
Indicates the date and time (in ISO 8601 format) the email was received. Only applicable to emails. |
Retain Days
|
data.retain_days | integer |
Indicates the number of days before the document is eligible for archiving. Only applicable to inactive documents. |
Sent Date
|
data.sent_date | string |
Indicates the date and time (in ISO 8601 format) the email was sent. Only applicable to emails. |
Document Size
|
data.size | integer |
Indicates the size of the document in bytes. |
Subclass
|
data.subclass | string |
Indicates the subclass of the document. |
Subclass Description
|
data.subclass_description | string |
Indicates additional information about the document's subclass. |
To
|
data.to | string |
Indicates the recipient of the email. Only applicable to emails. |
Type
|
data.type | string |
Indicates the document type. For example, WORD for Microsoft Word. For a current list of types, contact your iManage Work system administrator. |
Type Description
|
data.type_description | string |
Indicates additional information about the document's type. |
Document Version
|
data.version | integer |
Indicates the version number of the document. |
Workspace ID
|
data.workspace_id | string |
Indicates the ID of the document's workspace. For example, 'ACTIVE_US!427'. |
Workspace Name
|
data.workspace_name | string |
Indicates the name of the document's workspace. |
Wstype
|
data.wstype | string |
Indicates the iManage Work type of the object. Possible values are 'document', 'folder', 'workspace', 'email', 'document_shortcut', 'folder_shortcut', 'workspace_shortcut', 'user'. |
Custom13
|
data.custom13 | string |
Indicates value of custom13. |
Custom14
|
data.custom14 | string |
Indicates value of custom14. |
Custom15
|
data.custom15 | string |
Indicates value of custom15. |
Custom16
|
data.custom16 | string |
Indicates value of custom16. |
Custom21
|
data.custom21 | string |
Indicates value of the custom21 property in ISO 8601 datetime format. |
Custom22
|
data.custom22 | string |
Indicates value of the custom22 property in ISO 8601 datetime format. |
Copy permissions
Copies the access permissions, and optionally the default security, from one iManage Work object to another. 'Copy Type' gives you options for how to handle the combination of source and destination permissions. 'Overwrite' updates the target object's users, groups, and permission levels to exactly match the source object's. 'Merge' keeps all the users and groups on the destination object and combines them with the source, but in case of a conflict of permission level on an individual or group: 'Merge (Pessimistic)' takes the lower permission, while 'Merge (Optimistic)' takes the higher permission for the conflicting user or group.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Source Object Type
|
sourceObjectType | True | string |
Specifies the type of the source object. |
Source Object ID
|
sourceObjectId | True | string |
Specifies the ID of the object from which the permissions are copied. An example of a document ID is 'ACTIVE_US!453.1'. An example of a folder or workspace ID is 'ACTIVE_US!123'. |
Target Object Type
|
targetObjectType | True | string |
Specifies the type of the target object. |
Target Object ID
|
targetObjectId | True | string |
Specifies the ID of the object to which the permissions are copied. An example of a document ID is 'ACTIVE_US!453.1'. An example of a folder or workspace ID is 'ACTIVE_US!123'. |
Copy Type
|
copyType | True | string |
Specifies to merge the source object permissions with target object permissions or to overwrite target object permissions with source permissions. For details, see the action description. |
Copy Default Security
|
copyDefaultSecurity | True | boolean |
Specifies to copy the default security of the source object to the target object. If the default security of the source object is 'inherit', the inherited default security is copied from the source to the target object. |
Returns
Create workspace
Creates a new workspace based on the selected template. A workspace template is a predefined workspace whose structure is copied to the new workspace. Restrictions on the workspace template are automatically enforced when creating the new workspace.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Library ID
|
libraryId | True | string |
Specifies the library ID of the target workspace. |
Template
|
templateId | True | string |
Specifies the workspace template to use for creating the workspace and its children. |
Name
|
name | True | string |
Specifies the name of the workspace. |
Create Children
|
createChildren | True | string |
Specifies to create all folders (optional and required) or only the required folders. |
Workspace Owner
|
owner | string |
Specifies the owner of the workspace. You must be an iManage Work system administrator to set the owner of a workspace. |
|
Default Security
|
default_security | string |
Specifies the default access level. If it is not specified, the default access level of the selected template is used. |
|
Description
|
description | string |
Specifies additional information about the workspace. |
|
Custom1
|
custom1 | string |
Specifies the value of custom1 to associate with the newly created workspace. This value overrides the custom1 value of the selected template workspace, if present. If the child folders have a custom1 value set, the custom1 value of those child folders is not overwritten. |
|
Custom2
|
custom2 | string |
Specifies the value of custom2 to associate with the newly created workspace. To specify a value for custom2, you must also specify a value for custom1 in the same request, which is due to their parent-child relationship. This value overrides the custom2 value of the selected template workspace, if present. If the child folders have a custom2 value set, the custom2 value of those child folders is not overwritten. |
|
Custom3
|
custom3 | string |
Specifies the value of custom3. |
|
Custom4
|
custom4 | string |
Specifies the value of custom4. |
|
Custom5
|
custom5 | string |
Specifies the value of custom5. |
|
Custom6
|
custom6 | string |
Specifies the value of custom6. |
|
Custom7
|
custom7 | string |
Specifies the value of custom7. |
|
Custom8
|
custom8 | string |
Specifies the value of custom8. |
|
Custom9
|
custom9 | string |
Specifies the value of custom9. |
|
Custom10
|
custom10 | string |
Specifies the value of custom10. |
|
Custom11
|
custom11 | string |
Specifies the value of custom11. |
|
Custom12
|
custom12 | string |
Specifies the value of custom12. |
|
Custom13
|
custom13 | string |
Specifies the value of custom13. |
|
Custom14
|
custom14 | string |
Specifies the value of custom14. |
|
Custom15
|
custom15 | string |
Specifies the value of custom15. |
|
Custom16
|
custom16 | string |
Specifies the value of custom16. |
|
Custom17
|
custom17 | double |
Specifies the value of custom17. |
|
Custom18
|
custom18 | double |
Specifies the value of custom18. |
|
Custom19
|
custom19 | double |
Specifies the value of custom19. |
|
Custom20
|
custom20 | double |
Specifies the value of custom20. |
|
Custom21
|
custom21 | string |
Specifies the value of custom21 in ISO 8601 datetime format. |
|
Custom22
|
custom22 | string |
Specifies the value of custom22 in ISO 8601 datetime format. |
|
Custom23
|
custom23 | string |
Specifies the value of custom23 in ISO 8601 datetime format. |
|
Custom24
|
custom24 | string |
Specifies the value of custom24 in ISO 8601 datetime format. |
|
Custom25
|
custom25 | boolean |
Specifies the value of custom25. |
|
Custom26
|
custom26 | boolean |
Specifies the value of custom26. |
|
Custom27
|
custom27 | boolean |
Specifies the value of custom27. |
|
Custom28
|
custom28 | boolean |
Specifies the value of custom28. |
|
Custom29
|
custom29 | string |
Specifies the value of custom29. |
|
Custom30
|
custom30 | string |
Specifies the value of custom30. To specify a value for custom30, you must also specify a value for custom29 in the same request, which is due to their parent-child relationship. |
|
Is External As Normal
|
is_external_as_normal | boolean |
Specifies the workspace can be treated as a public workspace. If set to 'true' and 'default_security' is not 'private', sets 'is_external' to 'true'. |
|
Project Custom1
|
project_custom1 | string |
Specifies additional information about the workspace. This field is different than the metadata custom field associated with content items, such as documents, workspaces or folders. This is descriptive text that does not have to be formatted, and is not validated. |
|
Project Custom2
|
project_custom2 | string |
Specifies additional information about the workspace. This field is different than the metadata custom field associated with content items, such as documents, workspaces or folders. This is descriptive text that does not have to be formatted, and is not validated. |
|
Project Custom3
|
project_custom3 | string |
Specifies additional information about the workspace. This field is different than the metadata custom field associated with content items, such as documents, workspaces or folders. This is descriptive text that does not have to be formatted, and is not validated. |
|
Workspace Subclass
|
subclass | string |
Specifies the subclass of the workspace based on the subclass of the document it contains. |
Delete document reference
Deletes document reference from the specified folder.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Document ID
|
documentId | True | string |
Specifies the ID of the document. For example, 'ACTIVE_US!453.1'. |
Folder ID
|
folderId | True | string |
Specifies the ID of the folder. For example, 'ACTIVE_US!773'. |
Returns
- response
- object
Download document
Downloads a version of a specific document, based on the document ID. If latest is true, the latest version of this document is downloaded. The download is a stream and is not saved locally.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Document ID
|
documentId | True | string |
Specifies the ID of the document. For example, 'ACTIVE_USE!453.1'. |
Get Latest Version
|
latest | boolean |
Specifies to download the latest version of the document. |
Returns
Indicates the contents of the file.
- File Content
- binary
Edit name-value pairs
Creates, updates or deletes name-value pair properties of a document, folder or workspace. To delete a name-value pair, set the value of the key to an empty string wrapped in single or double quotes.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Object Type
|
objectType | True | string |
Specifies the type of object. Possible values are 'document', 'folder', 'workspace'. |
Object ID
|
objectId | True | string |
Specifies the ID of the document, folder or workspace. An example of a document ID is 'ACTIVE_US!453.1'. An example of a folder or workspace ID is 'ACTIVE_US!123'. |
Name-value Pairs
|
nameValuePairs | object |
Specifies the free-form name and value pairs for this document. |
Get classes
Gets the list of document classes available in a library that match the specified criteria.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Library ID
|
libraryId | True | string |
Specifies the library ID of the target class. |
Class ID
|
alias | string |
Specifies the ID of a class or classes to search for. Can be a comma-separated list. This search is not case-sensitive. The wildcard character (*) and partial matches are supported. |
|
Default Security
|
default_security | string |
Specifies the default security access level. |
|
Description
|
description | string |
Specifies the text to match in the description field. This search is not case-sensitive. The wildcard character (*) is supported. Partial matches are not supported. |
|
Echo
|
echo | boolean |
Specifies if documents of this class can echo documents. |
|
HIPAA
|
hipaa | boolean |
Specifies if documents of this class use HIPAA compliant encryption. |
|
Indexable
|
indexable | boolean |
Specifies if documents of this class are indexed by the system's full-text indexer. |
|
Query
|
query | string |
Specifies the text to match with the ID or description fields. This search is not case-sensitive. The wildcard character (*) and partial matches are supported. |
|
Subclass Required
|
subclass_required | boolean |
Specifies if the class has a required subclass. |
Returns
Name | Path | Type | Description |
---|---|---|---|
Top Matching Class ID
|
data.topMatchingId | string |
Indicates the ID of the top matching class. For example, 'PETITION'. |
Top Matching Class Description
|
data.topMatchingDescription | string |
Indicates the description of the top matching class. |
results
|
data.results | array of object |
Indicates the list of classes available in a library that match the specified criteria. |
Description
|
data.results.description | string |
Indicates additional information about the class. |
Is HIPAA
|
data.results.hipaa | boolean |
Indicates if the document is encrypted. |
ID
|
data.results.id | string |
Indicates the ID of the class. For example, 'PETITION'. |
Is Indexable
|
data.results.indexable | boolean |
Indicates if the document is indexed by the system. |
Default Security
|
data.results.default_security | string |
Indicates the default security access level. Possible values are 'public', 'view', 'private'. |
Retain
|
data.results.retain | integer |
Indicates the number of days before marking inactive documents of this class as expired. |
Required Fields
|
data.results.required_fields | array of string |
Indicates the mandatory custom properties to be entered when creating or updating a document of this class. |
Is Shadowed
|
data.results.shadow | boolean |
Indicates if a document of this class is shadowed (retained) on a user's local computer after checking it in. |
Is Subclass Required
|
data.results.subclass_required | boolean |
Indicates if a subclass is required for this class. |
Get core extended metadata properties of a document
Gets core extended metadata properties of a document.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Document ID
|
documentId | True | string |
Specifies the ID of the document. For example, 'ACTIVE_US!453.1'. |
Latest
|
latest | boolean |
Specifies to get the latest version of the document. |
Get document profile
Gets the document properties associated with a specific document ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Document ID
|
documentId | True | string |
Specifies the ID of the document. For example, 'ACTIVE_US!453.1'. |
Get Latest Version
|
latest | boolean |
Specifies to get the latest version of the document. |
Get document versions
Gets profiles for all versions the current user has access to for a specified document.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Document ID
|
documentId | True | string |
Specifies the ID of the document. For example, 'ACTIVE_US!453.1'. |
Returns
Name | Path | Type | Description |
---|---|---|---|
Document Profiles
|
data | array of MinimalDocumentProfileInArray |
Get group members
Get details of users that belong to the specified group and match the specified criteria.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Library ID
|
libraryId | True | string |
Specifies the library ID of the target group. |
Group ID
|
groupId | True | string |
Specifies the ID of the group. For example, 'MARKETING'. |
Logon Status
|
logon_status | string |
Specifies a filter for users based on the current 'allow_logon' property value for each user. |
|
Limit
|
limit | integer |
Specifies the maximum number of members to return regardless of the total number of members in the group. |
|
Preferred Library
|
preferred_library | string |
Specifies that only users whose preferred library matches the provided value be returned. |
|
Location
|
location | string |
Specifies the location to use to find users based on their geographic location. This search is not case-sensitive. The wildcard character (*) is not supported. |
Returns
Name | Path | Type | Description |
---|---|---|---|
data
|
data | array of UserProfileInArray |
Indicates the list of users that belong to the specified group and match the specified criteria. |
Get libraries
Gets a list of libraries to which the user has access.
Returns
Name | Path | Type | Description |
---|---|---|---|
data
|
data | array of object |
Indicates the list of libraries to which the user has access. |
ID
|
data.id | string |
Indicates the name of the library. |
Name
|
data.display_name | string |
Indicates the display name of the library. |
Type
|
data.type | string |
Indicates the type of the library. Possible values are 'worksite' or 'linksite'. |
Is Hidden
|
data.is_hidden | boolean |
Indicates if the library is hidden. |
Get permissions
Gets user or group access permission properties of a document, folder or workspace. Response properties can vary with user or group permissions.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Object Type
|
objectType | True | string |
Specifies the type of object. |
Object ID
|
objectId | True | string |
Specifies the ID of the document, folder or workspace. An example of a document ID is 'ACTIVE_US!453.1'. An example of a folder or workspace ID is 'ACTIVE_US!123'. |
Returns
Name | Path | Type | Description |
---|---|---|---|
Default Security
|
data.default_security | string |
Indicates the default security of the object. Possible values are 'inherit', 'public', 'view' or 'private'. |
Inherited Default Security
|
data.inherited_default_security | string |
Indicates the inherited default security of a folder when the default security is set to 'inherit'. Possible values are 'public', 'view' or 'private'. |
Access Permissions
|
data.acl | AccessPermissions |
Indicates a collection of access permissions for one or more users and/or groups. |
All User IDs
|
data.all_user_ids | string |
Indicates a list of all user IDs, concatenated as a string and separated by semicolons. |
All Group IDs
|
data.all_group_ids | string |
Indicates a list of all group IDs, concatenated as a string and separated by semicolons. |
Get subclasses
Gets all the library subclasses that match the specified criteria.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Library ID
|
libraryId | True | string |
Specifies the library ID of the target subclass. |
Class ID
|
classId | True | string |
Specifies the ID of the Class that is the parent of this subclass. For example, 'PETITION'. |
Subclass ID
|
alias | string |
Specifies the ID of subclasses to search for. Can be a comma-separated list. The wildcard character (*) is supported. Partial matches are supported when the wildcard character is used. |
|
Default Security
|
default_security | string |
Specifies the default security access level. |
|
Description
|
description | string |
Specifies the text to match in the description field. The wildcard character (*) is supported. Partial matches are supported when the wildcard character is used. |
|
Echo
|
echo | boolean |
Specifies if the subclasses can be echoed to a user's local hard drive. This is to facilitate working offline. |
|
HIPAA
|
hipaa | boolean |
Specifies if HIPAA compliant subclasses are to be returned. |
|
Query
|
query | string |
Specifies the text to match with the Subclass ID or description fields. The wildcard character (*) is supported. Partial matches are supported. |
Returns
Name | Path | Type | Description |
---|---|---|---|
Top Matching Subclass ID
|
data.topMatchingId | string |
Indicates ID of the top matching subclass. |
Top Matching Subclass Description
|
data.topMatchingDescription | string |
Indicates description of the top matching subclass. |
results
|
data.results | array of object | |
Default Security
|
data.results.default_security | string |
Indicates default security access level. Possible values are 'public', 'view', 'private'. |
Description
|
data.results.description | string |
Indicates additional information about the subclass. Maximum length is 255 characters. |
Is HIPAA
|
data.results.hipaa | boolean |
Indicates if the document is encrypted. |
ID
|
data.results.id | string |
Indicates the ID of a subclass used to create or modify the document profile information. For example, 'GUARDIANSHIP'. |
Parent ID
|
data.results.parent.id | string |
Indicates the parent class ID of the subclass. |
Required Fields
|
data.results.required_fields | array of string |
Indicates the mandatory custom properties to be entered when creating or updating a document of this subclass. |
Retain
|
data.results.retain | integer |
Indicates the number of days before marking inactive documents of this subclass as expired. |
Is Shadowed
|
data.results.shadow | boolean |
Indicates if a document of this subclass is shadowed (retained) on a user's local computer after checking it in. |
Get trustees
Gets a list of trustees with certain permissions for a document, folder or workspace. A trustee can be a user or group.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Object Type
|
objectType | True | string |
Specifies the type of object. |
Object ID
|
objectId | True | string |
Specifies the ID of the document, folder or workspace. An example of a document ID is 'ACTIVE_US!453.1'. An example of a folder or workspace ID is 'ACTIVE_US!123'. |
Returns
Name | Path | Type | Description |
---|---|---|---|
data
|
data | array of object |
Indicates the list of trustees with certain permissions for a document, folder or workspace. A trustee can be a user or group. |
Full Name
|
data.full_name | string |
Indicates the full name of the trustee. |
ID
|
data.id | string |
Indicates the ID of the trustee. This can be a group ID or user ID. For example, 'JSMITH' or 'MARKETING'. |
SSID
|
data.ssid | string |
Indicates the unique, system-generated ID of the trustee. |
Type
|
data.type | string |
Indicates the type of entity returned. Possible values are 'user' or 'group'. |
Get user details
Gets information about a user from the specified library.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Library ID
|
libraryId | True | string |
Specifies the library ID of the target user. |
User ID
|
userId | True | string |
Specifies the ID of the user for which to get detailed profile information. For example, 'JSMITH'. |
Returns
Name | Path | Type | Description |
---|---|---|---|
data
|
data | UserProfile |
Indicates information about a user. |
Get workspace profile
Gets the workspace profile, and optionally the list of allowed operations for the workspace.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Workspace ID
|
workspaceId | True | string |
Specifies the ID of the workspace. For example, 'ACTIVE_US!427'. |
Get workspace templates
Gets list of templates available in a library. A workspace template is a predefined workspace whose structure is copied for the new workspace.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Library ID
|
libraryId | True | string |
Specifies the library ID of the target workspace. |
Custom1
|
custom1 | string |
Specifies a value to match with custom1 value associated with the workspace template. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom2
|
custom2 | string |
Specifies a value to match with custom2 value associated with the workspace template. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom3
|
custom3 | string |
Specifies a value to match with custom3 value associated with the workspace template. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom4
|
custom4 | string |
Specifies a value to match with custom4 value associated with the workspace template. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom5
|
custom5 | string |
Specifies a value to match with custom5 value associated with the workspace template. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom6
|
custom6 | string |
Specifies a value to match with custom6 value associated with the workspace template. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom7
|
custom7 | string |
Specifies a value to match with custom7 value associated with the workspace template. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom8
|
custom8 | string |
Specifies a value to match with custom8 value associated with the workspace template. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom9
|
custom9 | string |
Specifies a value to match with custom9 value associated with the workspace template. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom10
|
custom10 | string |
Specifies a value to match with custom10 value associated with the workspace template. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom11
|
custom11 | string |
Specifies a value to match with custom11 value associated with the workspace template. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom12
|
custom12 | string |
Specifies a value to match with custom12 value associated with the workspace template. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom17
|
custom17 | double |
Specifies the value for custom17. |
|
Custom18
|
custom18 | double |
Specifies the value for custom18. |
|
Custom19
|
custom19 | double |
Specifies the value for custom19. |
|
Custom20
|
custom20 | double |
Specifies the value for custom20. |
|
Custom21
|
custom21 | string |
Specifies the value (in ISO 8601 datetime format) to search for in custom21 associated with the workspace template. This search is not case-sensitive. For workspaces, the use of this property is customized for your iManage Work installation. |
|
Custom22
|
custom22 | string |
Specifies the value (in ISO 8601 datetime format) to search for in custom22 associated with the workspace template. This search is not case-sensitive. For workspaces, the use of this property is customized for your iManage Work installation. |
|
Custom23
|
custom23 | string |
Specifies the value (in ISO 8601 datetime format) to search for in custom23 associated with the workspace template. This search is not case-sensitive. For workspaces, the use of this property is customized for your iManage Work installation. |
|
Custom24
|
custom24 | string |
Specifies the value (in ISO 8601 datetime format) to search for in custom24 associated with the workspace template. This search is not case-sensitive. For workspaces, the use of this property is customized for your iManage Work installation. |
|
Custom21 (Lower Limit)
|
custom21_from | string |
Specifies the lower limit of custom21 (in ISO 8601 datetime format) to search. This property is not reserved by iManage Work and is not a validated value. It is intended to be customized for your company's requirements. |
|
Custom21 (Upper Limit)
|
custom21_to | string |
Specifies the upper limit of custom21 (in ISO 8601 datetime format) to search. This property is not reserved by iManage Work and is not a validated value. It is intended to be customized for your company's requirements. |
|
Custom21 (Relative)
|
custom21_relative | string |
Specifies a date range to search, relative to the current date. This parameter has a format of [begin]:[end][time units (d, m or y)]. For example, -15:1d specifies a date range from 15 days prior to the current date through one day after the current date (one day in the future). |
|
Custom22 (Lower Limit)
|
custom22_from | string |
Specifies the lower limit of custom22 (in ISO 8601 datetime format) to search. This property is not reserved by iManage Work and is not a validated value. It is intended to be customized for your company's requirements. |
|
Custom22 (Upper Limit)
|
custom22_to | string |
Specifies the upper limit of custom22 (in ISO 8601 datetime format) to search. This property is not reserved by iManage Work and is not a validated value. It is intended to be customized for your company's requirements. |
|
Custom22 (Relative)
|
custom22_relative | string |
Specifies a date range to search, relative to the current date. This parameter has a format of [begin]:[end][time units (d, m or y)]. For example, -15:1d specifies a date range from 15 days prior to the current date through one day after the current date (one day in the future). |
|
Custom23 (Lower Limit)
|
custom23_from | string |
Specifies the lower limit of custom23 (in ISO 8601 datetime format) to search. This property is not reserved by iManage Work and is not a validated value. It is intended to be customized for your company's requirements. |
|
Custom23 (Upper Limit)
|
custom23_to | string |
Specifies the upper limit of custom23 (in ISO 8601 datetime format) to search. This property is not reserved by iManage Work and is not a validated value. It is intended to be customized for your company's requirements. |
|
Custom23 (Relative)
|
custom23_relative | string |
Specifies a date range to search, relative to the current date. This parameter has a format of [begin]:[end][time units (d, m or y)]. For example, -15:1d specifies a date range from 15 days prior to the current date through one day after the current date (one day in the future). |
|
Custom24 (Lower Limit)
|
custom24_from | string |
Specifies the lower limit of custom24 (in ISO 8601 datetime format) to search. This property is not reserved by iManage Work and is not a validated value. It is intended to be customized for your company's requirements. |
|
Custom24 (Upper Limit)
|
custom24_to | string |
Specifies the upper limit of custom24 (in ISO 8601 datetime format) to search. This property is not reserved by iManage Work and is not a validated value. It is intended to be customized for your company's requirements. |
|
Custom24 (Relative)
|
custom24_relative | string |
Specifies a date range to search, relative to the current date. This parameter has a format of [begin]:[end][time units (d, m or y)]. For example, -15:1d specifies a date range from 15 days prior to the current date through one day after the current date (one day in the future). |
|
Custom25
|
custom25 | boolean |
Specifies the custom25 value to search for. |
|
Custom26
|
custom26 | boolean |
Specifies the custom26 value to search for. |
|
Custom27
|
custom27 | boolean |
Specifies the custom27 value to search for. |
|
Custom28
|
custom28 | boolean |
Specifies the custom28 value to search for. |
|
Custom29
|
custom29 | string |
Specifies a value to match with custom29. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom30
|
custom30 | string |
Specifies a value to match with custom30. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
Move document
Moves a document to the specified folder.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Parent Folder ID
|
folderId | True | string |
Specifies the folder ID of the parent folder. For example, 'ACTIVE_US!987'. |
Document ID
|
documentId | True | string |
Specifies the ID of the document. For example, 'ACTIVE_US!453.1'. |
Destination Folder ID
|
destination_folder_id | True | string |
Specifies the destination folder ID to which the document is to be moved. For example, 'ACTIVE_US!987'. |
Apply Destination Profile
|
update_profile | boolean |
Specifies if the document profile is to be updated with destination folder profile. |
|
Apply Destination Security
|
update_security | boolean |
Specifies if the document security is to be updated with destination folder security. This parameter is applicable only when Update Profile is set to true. |
|
Timeline Comments
|
comments | string |
Specifies additional information about the operation. These comments are visible in the timeline of the document. |
Promote document version
Promotes an existing version of a document to the latest version. A new version is created from a specified Journal ID or Version and then promoted to latest. You must specify either Journal ID or Version, but not both.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Document ID
|
documentId | True | string |
Specifies the ID of the document. For example, 'ACTIVE_US!453.1'. |
Version
|
version | integer |
Specifies the version number to use as the basis for the new, promoted version. |
|
Journal ID
|
journalId | string |
Specifies the journal ID to use as the basis for the new, promoted version. |
|
Comment
|
comment | string |
Specifies additional information about the document. |
|
Alias
|
alias | string |
Specifies the alias of this document. |
|
Author
|
author | string |
Specifies the ID of the user that created the document. For example, 'JSMITH'. |
|
Document Class
|
class | string |
Specifies the document class. |
|
Document Default Security
|
default_security | string |
Specifies the default security access level. |
|
Is Declared
|
is_declared | boolean |
Specifies if the new version of the document is to be declared as a record. A document that is declared as a record can not be edited or deleted, except by an iManage Work system administrator. |
|
Is HIPAA
|
is_hipaa | boolean |
Specifies if the new version of the document is to be encrypted. |
|
Document Name
|
name | string |
Specifies the file name of the document. |
|
Operator
|
operator | string |
Specifies the ID of the user that has the document checked out or is currently editing the document's profile. For example, 'JSMITH'. |
|
Retain Days
|
retain_days | integer |
Specifies the number of days before the inactive document is eligible for archiving. |
|
Subclass
|
subclass | string |
Specifies the document's subclass. |
|
Custom1
|
custom1 | string |
Specifies the value of custom1. |
|
Custom2
|
custom2 | string |
Specifies the value of custom2. To specify a value for custom2, you must also specify a value for custom1 in the same request, which is due to their parent-child relationship. |
|
Custom3
|
custom3 | string |
Specifies the value of custom3. |
|
Custom4
|
custom4 | string |
Specifies the value of custom4. |
|
Custom5
|
custom5 | string |
Specifies the value of custom5. |
|
Custom6
|
custom6 | string |
Specifies the value of custom6. |
|
Custom7
|
custom7 | string |
Specifies the value of custom7. |
|
Custom8
|
custom8 | string |
Specifies the value of custom8. |
|
Custom9
|
custom9 | string |
Specifies the value of custom9. |
|
Custom10
|
custom10 | string |
Specifies the value of custom10. |
|
Custom11
|
custom11 | string |
Specifies the value of custom11. |
|
Custom12
|
custom12 | string |
Specifies the value of custom12. |
|
Custom13
|
custom13 | string |
Specifies the value of custom13. |
|
Custom14
|
custom14 | string |
Specifies the value of custom14. |
|
Custom15
|
custom15 | string |
Specifies the value of custom15. |
|
Custom16
|
custom16 | string |
Specifies the value of custom16. |
|
Custom17
|
custom17 | double |
Specifies the value of custom17. |
|
Custom18
|
custom18 | double |
Specifies the value of custom18. |
|
Custom19
|
custom19 | double |
Specifies the value of custom19. |
|
Custom20
|
custom20 | double |
Specifies the value of custom20. |
|
Custom21
|
custom21 | string |
Specifies the value of the custom21 property in ISO 8601 datetime format. |
|
Custom22
|
custom22 | string |
Specifies the value of the custom22 property in ISO 8601 datetime format. |
|
Custom23
|
custom23 | string |
Specifies the value of the custom23 property in ISO 8601 datetime format. |
|
Custom24
|
custom24 | string |
Specifies the value of the custom24 property in ISO 8601 datetime format. |
|
Custom25
|
custom25 | boolean |
Specifies the value of custom25. |
|
Custom26
|
custom26 | boolean |
Specifies the value of custom26. |
|
Custom27
|
custom27 | boolean |
Specifies the value of custom27. |
|
Custom28
|
custom28 | boolean |
Specifies the value of custom28. |
|
Custom29
|
custom29 | string |
Specifies the value of custom29. |
|
Custom30
|
custom30 | string |
Specifies the value of custom30. To specify a value for custom30, you must also specify a value for custom29 in the same request, which is due to their parent-child relationship. |
Search core extended metadata taxonomy node values
Searches for core extended metadata taxonomy node values matching the specified search criteria.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Library ID
|
libraryId | True | string |
Specifies the ID of the library on which to perform the search. |
Taxonomy Property
|
taxonomyProperty | True | string |
Specifies the taxonomy property for which to search node values. |
ID
|
id | string |
Specifies the display identifier of the taxonomy node value. This search is not case-sensitive. Partial matches are not supported. |
|
Query
|
query | string |
Specifies a query for matching taxonomy node values using a wildcard (*) search, providing partial matches for the display identifier or description. |
|
Node State
|
enabled_state | string |
Specifies to return only taxonomy node values that are enabled or disabled or both. |
|
Include Path
|
include_path | boolean |
Specifies to return the full path to the matching node value. A path is an ordered list beginning with the top-level node in the taxonomy and then all nodes through to the matching node's immediate parent. |
|
Ancestor Node SSID
|
children_of_ssid | string |
Specifies the unique, system-generated ID of the ancestor taxonomy node to limit the search to. |
|
Immediate Children Only
|
immediate_children_only | boolean |
Specifies to limit the search results to direct descendants of the taxonomy node specified by 'Ancestor Node SSID'. Search can be limited to the root level of the taxonomy by specifying an empty string for 'Ancestor Node SSID' wrapped in single or double quotes. |
Returns
Name | Path | Type | Description |
---|---|---|---|
SSID
|
data.topMatchingResult.created_by.ssid | string |
Indicates the unique, system-generated ID for the user who created the top matching node value. |
Create Date
|
data.topMatchingResult.create_date | string |
Indicates the date and time (in ISO 8601 format) the top matching node value was created. |
Description
|
data.topMatchingResult.description | string |
Indicates the description of the top matching node value. |
SSID
|
data.topMatchingResult.edited_by.ssid | string |
Indicates the unique, system-generated ID for the user who last edited the top matching node value. |
Edit Date
|
data.topMatchingResult.edit_date | string |
Indicates the date and time (in ISO 8601 format) the top matching node value was last edited. |
Is Enabled
|
data.topMatchingResult.enabled | boolean |
Indicates if the top matching node value is enabled. |
ID
|
data.topMatchingResult.id | string |
Indicates the display identifier for the top matching node value. |
SSID
|
data.topMatchingResult.parent.ssid | string |
Indicates the unique, system-generated ID for the immediate parent node of the top matching node value. |
SSID
|
data.topMatchingResult.ssid | string |
Indicates the unique, system-generated ID for the top matching node value. |
Path
|
data.topMatchingResult.path | array of object |
Indicates the full path to the top matching node value. A path is an ordered list beginning with the top-level node in the taxonomy and then all nodes through to the matching node's immediate parent. |
Each ID
|
data.topMatchingResult.path.id | string |
Indicates the display identifier for a node value in the path of the top matching node. |
Each SSID
|
data.topMatchingResult.path.ssid | string |
Indicates the unique, system-generated ID for a node value in the path of the top matching node. |
Core Extended Metadata Taxonomy Search Results
|
data.results | array of TaxonomyNodeValue |
Indicates one or more core extended metadata taxonomy node values matching the search. |
All Taxonomy Node SSIDs
|
data.all_taxonomy_ssids | string |
Indicates a list of all taxonomy node SSIDs, concatenated as a string and separated by semicolons. |
Search for folders
Search for folders.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Library ID
|
libraryId | True | string |
Specifies the library ID of the target folder. |
Container ID
|
container_id | string |
Specifies the ID of the workspace or folder from which to return folders. For example, 'ACTIVE_US!987'. If this parameter is provided, it returns folders only from the specified workspace or folder. |
|
Folder Description
|
description | string |
Specifies a value to be found in the description property of the folder. This search is not case-sensitive. Partial matches are supported. |
|
Folder Email Address
|
string |
Specifies the email address to match with the folder email address. For example, '[email protected]'. |
||
Folder Name
|
name | string |
Specifies a value to be found in the name property of the folder. This search is not case-sensitive. Partial matches are supported. |
|
Folder Owner
|
owner | string |
Specifies the string to match with the owner associated with the folder. This search is not case-sensitive. Partial matches are supported. |
|
Workspace Name
|
workspace_name | string |
Specifies the name of the parent workspace to which the folder belongs. This search is not case-sensitive. Partial matches are supported. |
Search for workspaces
Search for workspaces.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Library ID
|
libraryId | True | string |
Specifies the library ID of the target workspace. |
Title
|
name | string |
Specifies the string to be searched for in the name property of the workspace. This search is not case-sensitive. |
|
Owner
|
owner | string |
Specifies the string to match with the owner associated with the workspace. This search is not case-sensitive. |
|
Keyword
|
anywhere | string |
Specifies the text to be searched for anywhere in the workspace profile. This search is not case-sensitive. |
|
Description
|
description | string |
Specifies the text to be searched for in the description property of the workspace. This search is not case-sensitive. |
|
Subclass
|
subclass | string |
Specifies a value to match with subclass value associated with the workspace. This search is not case-sensitive. |
|
Custom1
|
custom1 | string |
Specifies a value to match with custom1 value associated with the workspace. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom2
|
custom2 | string |
Specifies a value to match with custom2 value associated with the workspace. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom3
|
custom3 | string |
Specifies a value to match with custom3 value associated with the workspace. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom4
|
custom4 | string |
Specifies a value to match with custom4 value associated with the workspace. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom5
|
custom5 | string |
Specifies a value to match with custom5 value associated with the workspace. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom6
|
custom6 | string |
Specifies a value to match with custom6 value associated with the workspace. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom7
|
custom7 | string |
Specifies a value to match with custom7 value associated with the workspace. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom8
|
custom8 | string |
Specifies a value to match with custom8 value associated with the workspace. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom9
|
custom9 | string |
Specifies a value to match with custom9 value associated with the workspace. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom10
|
custom10 | string |
Specifies a value to match with custom10 value associated with the workspace. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom11
|
custom11 | string |
Specifies a value to match with custom11 value associated with the workspace. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom12
|
custom12 | string |
Specifies a value to match with custom12 value associated with the workspace. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom13
|
custom13 | string |
Specifies a value to match with custom13 value associated with the workspace. This search is not case-sensitive. The wildcard character (*) and partial matches are supported. |
|
Custom14
|
custom14 | string |
Specifies a value to match with custom14 value associated with the workspace. This search is not case-sensitive. The wildcard character (*) and partial matches are supported. |
|
Custom15
|
custom15 | string |
Specifies a value to match with custom15 value associated with the workspace. This search is not case-sensitive. The wildcard character (*) and partial matches are supported. |
|
Custom16
|
custom16 | string |
Specifies a value to match with custom16 value associated with the workspace. This search is not case-sensitive. The wildcard character (*) and partial matches are supported. |
|
Custom17
|
custom17 | string |
Specifies a value to match with custom17 value associated with the workspace. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom18
|
custom18 | string |
Specifies a value to match with custom18 value associated with the workspace. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom19
|
custom19 | string |
Specifies a value to match with custom19 value associated with the workspace. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom20
|
custom20 | string |
Specifies a value to match with custom20 value associated with the workspace. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom21 (Lower Limit)
|
custom21_from | string |
Specifies the lower limit (in ISO 8601 datetime format) to search for in custom21 property associated with the workspace. This search is not case-sensitive. For workspaces, the use of this property is customized for your iManage Work installation. |
|
Custom21 (Upper Limit)
|
custom21_to | string |
Specifies the upper limit (in ISO 8601 datetime format) to search for in custom21 property associated with the workspace. This search is not case-sensitive. For workspaces, the use of this property is customized for your iManage Work installation. |
|
Custom22 (Lower Limit)
|
custom22_from | string |
Specifies the lower limit (in ISO 8601 datetime format) to search for in custom22 property associated with the workspace. This search is not case-sensitive. For workspaces, the use of this property is customized for your iManage Work installation. |
|
Custom22 (Upper Limit)
|
custom22_to | string |
Specifies the upper limit (in ISO 8601 datetime format) to search for in custom22 property associated with the workspace. This search is not case-sensitive. For workspaces, the use of this property is customized for your iManage Work installation. |
|
Custom23 (Lower Limit)
|
custom23_from | string |
Specifies the lower limit (in ISO 8601 datetime format) to search for in custom23 property associated with the workspace. This search is not case-sensitive. For workspaces, the use of this property is customized for your iManage Work installation. |
|
Custom23 (Upper Limit)
|
custom23_to | string |
Specifies the upper limit (in ISO 8601 datetime format) to search for in custom23 property associated with the workspace. This search is not case-sensitive. For workspaces, the use of this property is customized for your iManage Work installation. |
|
Custom24 (Lower Limit)
|
custom24_from | string |
Specifies the lower limit (in ISO 8601 datetime format) to search for in custom24 property associated with the workspace. This search is not case-sensitive. For workspaces, the use of this property is customized for your iManage Work installation. |
|
Custom24 (Upper Limit)
|
custom24_to | string |
Specifies the upper limit (in ISO 8601 datetime format) to search for in custom24 property associated with the workspace. This search is not case-sensitive. For workspaces, the use of this property is customized for your iManage Work installation. |
|
Custom25
|
custom25 | boolean |
Specifies a value to match with custom25 value associated with the workspace. |
|
Custom26
|
custom26 | boolean |
Specifies a value to match with custom26 value associated with the workspace. |
|
Custom27
|
custom27 | boolean |
Specifies a value to match with custom27 value associated with the workspace. |
|
Custom28
|
custom28 | boolean |
Specifies a value to match with custom28 value associated with the workspace. |
|
Custom29
|
custom29 | string |
Specifies a value to match with custom29 value associated with the workspace. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. |
|
Custom30
|
custom30 | string |
Specifies a value to match with custom30 value associated with the workspace. This search is not case-sensitive. The wildcard character (*) and partial matches are not supported. To specify a value for custom30, you must also specify a value for custom29 in the same request, which is due to their parent-child relationship. |
Search users
Searches for iManage Work users matching the specified search criteria.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Email ID
|
string |
Specifies the email ID to search for. For example, '[email protected]'. |
Returns
Name | Path | Type | Description |
---|---|---|---|
Allow Logon
|
data.topMatchingUser.allow_logon | boolean |
Indicates if the user is allowed to logon. |
Custom1
|
data.topMatchingUser.custom1 | string |
Indicates additional information about the user. |
Custom2
|
data.topMatchingUser.custom2 | string |
Indicates additional information about the user. |
Custom3
|
data.topMatchingUser.custom3 | string |
Indicates additional information about the user. |
Directory ID
|
data.topMatchingUser.directory_id | string |
Indicates the ID from an external directory (such as ADFS), which is used for user profile synchronization. |
Distinguished Name
|
data.topMatchingUser.distinguished_name | string |
Indicates the name of the object that represents the fully qualified path of names that trace the entry back to the root of the LDAP tree. |
Edit Date
|
data.topMatchingUser.edit_date | string |
Indicates the date and time (in ISO 8601 format) of the most recent change to the user profile. |
Email
|
data.topMatchingUser.email | string |
Indicates the email ID of the user. |
Exchange Auto-discover URL
|
data.topMatchingUser.exch_autodiscover | string |
Indicates the exchange server details of the user. |
Extension
|
data.topMatchingUser.extension | string |
Indicates the phone number extension of the user. |
Failed Logon Attempts
|
data.topMatchingUser.failed_logins | integer |
Indicates the current number of failed sign-in attempts of the user. |
Fax
|
data.topMatchingUser.fax | string |
Indicates the fax number of the user. |
Force Password Change
|
data.topMatchingUser.force_password_change | boolean |
Indicates the user must change their password on next sign-in. Only applicable to virtual users, indicated by 'user_nos' value '2'. |
Full Name
|
data.topMatchingUser.full_name | string |
Indicates the full name of the user. |
General
|
data.topMatchingUser.general | string |
Indicates general information about the user. |
ID
|
data.topMatchingUser.id | string |
Indicates the ID of the user. For example, 'JSMITH'. |
Is External
|
data.topMatchingUser.is_external | boolean |
Indicates an external user. An external user has limited access and is commonly used for temporary team members, consultants, or those external to the organization. |
Last Sync Time
|
data.topMatchingUser.last_sync_ts | string |
Indicates the last sync time (in ISO 8601 datetime format) of the user's profile with an external directory, such as LDAP or Microsoft Active Directory (ADFS). |
Location
|
data.topMatchingUser.location | string |
Indicates the geographical location of the user. |
Password Never Expires
|
data.topMatchingUser.password_never_expire | boolean |
Indicates if the user's password never expires. |
Phone Number
|
data.topMatchingUser.phone | string |
Indicates the phone number of the user. |
Preferred Library
|
data.topMatchingUser.preferred_library | string |
Indicates the preferred library. A preferred library is the user's default library. Each user must have one preferred library. |
Password Changed Time
|
data.topMatchingUser.pwd_changed_ts | string |
Indicates the time (in ISO 8601 datetime format) when the user's password was last changed. This is applicable to virtual users only (whose User NOS is 2). |
SSID
|
data.topMatchingUser.ssid | string |
Indicates the unique, system-generated ID for the user. |
Domain
|
data.topMatchingUser.user_domain | string |
Indicates the fully qualified domain name for the user's directory service. |
Extended ID
|
data.topMatchingUser.user_id_ex | string |
Indicates the original value of the user ID that is received from an external directory such as Microsoft Active Directory (ADFS). |
NOS
|
data.topMatchingUser.user_nos | integer |
Indicates the type of operating system from which the user is synced. Possible values are 2 (Virtual user) and 6 (Enterprise user). For more information, contact your iManage Work system administrator. |
Number
|
data.topMatchingUser.user_num | integer |
Indicates the numeric system ID of the user. |
results
|
data.results | array of UserProfileInArray |
Set core extended metadata properties on a document
Sets core extended metadata properties on a document.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Document ID
|
documentId | True | string |
Specifies the ID of the document. For example, 'ACTIVE_US!453.1'. |
Name
|
key | True | string |
Specifies name of the core extended metadata property. |
Value
|
value | True | string |
Specifies one or more values to set for the core extended metadata property, separated by semicolons. To unset the value, set the value of the key to an empty string wrapped in single or double quotes. |
Update current or create new document version
Updates the specified version of a document, or creates a new version. This action can update the profile and content of a document. If 'Update Current Version' option is specified, the document is replaced with a new one and the profile of the previous document is maintained. If 'Create New Version' is specified, a new version of the document is created that inherits the profile of the folder. Upon successful execution of the operation, the document profile is returned.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Update Or Create New Version
|
updateOrCreate | True | string |
Specifies to update the current version of the document or to create a new version. |
Existing Document ID
|
documentId | True | string |
Specifies the ID of the existing document. For example, 'ACTIVE_US!556.1'. |
Keep Locked
|
keep_locked | boolean |
Specifies if a document lock is kept after upload. |
|
Comment
|
comment | string |
Specifies additional information about the update. |
|
Document Name
|
name | string |
Specifies the name of the document. |
|
Author
|
author | string |
Specifies the iManage Work ID of the user who created the document. |
|
Operator
|
operator | string |
Specifies the ID of the user that has the document checked out or is currently editing the document's profile. For example, 'JSMITH'. |
|
Class
|
class | string |
Specifies the class for identifying and differentiating the document. Document class is categorized by genre, department, region, and so on. |
|
Subclass
|
subclass | string |
Specifies the subclass for identifying and differentiating the document. Document subclass is categorized by genre, department, region, and so on. |
|
Default Security
|
default_security | string |
Specifies the default security access level. Possible values are 'inherit', 'private', 'view', 'public'. |
|
Is HIPAA
|
is_hipaa | boolean |
Specifies if the document is to be encrypted. |
|
Retain Days
|
retain_days | integer |
Specifies the number of days a document must be inactive before marking it for archiving. |
|
File Contents
|
file | True | file |
Specifies the contents of the file. |
File Creation Date
|
file_create_date | date-time |
Specifies the date and time (in ISO 8601 format) the file was created. The file could have been created outside of the iManage Work system. This date can be different than 'create_date'. The create_date is the date when the file was created or imported by the iManage Work system. |
|
File Edit Date
|
file_edit_date | date-time |
Specifies the date and time (in ISO 8601 format) of the most recent change to the file. The file could have been changed before being uploaded into the iManage Work system. |
|
Custom1
|
custom1 | string |
Specifies the value for custom1. |
|
Custom2
|
custom2 | string |
Specifies the value for custom2. To specify a value for custom2, you must also specify a value for custom1 in the same request, which is due to their parent-child relationship. |
|
Custom3
|
custom3 | string |
Specifies the value for custom3. |
|
Custom4
|
custom4 | string |
Specifies the value for custom4. |
|
Custom5
|
custom5 | string |
Specifies the value for custom5. |
|
Custom6
|
custom6 | string |
Specifies the value for custom6. |
|
Custom7
|
custom7 | string |
Specifies the value for custom7. |
|
Custom8
|
custom8 | string |
Specifies the value for custom8. |
|
Custom9
|
custom9 | string |
Specifies the value for custom9. |
|
Custom10
|
custom10 | string |
Specifies the value for custom10. |
|
Custom11
|
custom11 | string |
Specifies the value for custom11. |
|
Custom12
|
custom12 | string |
Specifies the value for custom12. |
|
Custom13
|
custom13 | string |
Specifies the value for custom13. |
|
Custom14
|
custom14 | string |
Specifies the value for custom14. |
|
Custom15
|
custom15 | string |
Specifies the value for custom15. |
|
Custom16
|
custom16 | string |
Specifies the value for custom16. |
|
Custom17
|
custom17 | double |
Specifies the value for custom17. |
|
Custom18
|
custom18 | double |
Specifies the value for custom18. |
|
Custom19
|
custom19 | double |
Specifies the value for custom19. |
|
Custom20
|
custom20 | double |
Specifies the value for custom20. |
|
Custom21
|
custom21 | string |
Specifies the value for custom21 in ISO 8601 datetime format. |
|
Custom22
|
custom22 | string |
Specifies the value for custom22 in ISO 8601 datetime format. |
|
Custom23
|
custom23 | string |
Specifies the value for custom23 in ISO 8601 datetime format. |
|
Custom24
|
custom24 | string |
Specifies the value for custom24 in ISO 8601 datetime format. |
|
Custom25
|
custom25 | boolean |
Specifies the value for custom25. |
|
Custom26
|
custom26 | boolean |
Specifies the value for custom26. |
|
Custom27
|
custom27 | boolean |
Specifies the value for custom27. |
|
Custom28
|
custom28 | boolean |
Specifies the value for custom28. |
|
Custom29
|
custom29 | string |
Specifies the value for custom29. |
|
Custom30
|
custom30 | string |
Specifies the value for custom30. To specify a value for custom30, you must also specify a value for custom29 in the same request, which is due to their parent-child relationship. |
Update default security
Updates the default security of a document, folder or workspace.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Object Type
|
objectType | True | string |
Specifies the type of object. |
Object ID
|
objectId | True | string |
Specifies the ID of the document, folder or workspace. An example of a document ID is 'ACTIVE_US!453.1'. An example of a folder or workspace ID is 'ACTIVE_US!123'. |
Default Security
|
default_security | True | string |
Specifies the default security for the object. |
Returns
Name | Path | Type | Description |
---|---|---|---|
Default Security
|
data.default_security | string |
Indicates the default security of the object. Possible values are 'inherit', 'public', 'view' or 'private'. |
Access Permissions
|
data.acl | AccessPermissions |
Indicates a collection of access permissions for one or more users and/or groups. |
Update document profile
Performs updates on the document profile. A document must not be in use while updating its profile and the profile of a document that is checked out cannot be updated. Returns an updated document profile after the operation.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Alias
|
alias | string |
Specifies the alias of this document. |
|
Author
|
author | string |
Specifies the ID of the user that created the document. For example, 'JSMITH'. |
|
Document Class
|
class | string |
Specifies the document class. |
|
Comment
|
comment | string |
Specifies additional information about the document. |
|
Document Default Security
|
default_security | string |
Specifies the default security access level. |
|
Document ID
|
documentId | True | string |
Specifies the ID of the document. For example, 'ACTIVE_US!453.1'. |
Is Declared
|
is_declared | boolean |
Specifies if the document is to be declared as a record. A document that is declared as a record can not be edited or deleted, except by an iManage Work system administrator. |
|
Is HIPAA
|
is_hipaa | boolean |
Specifies if the document is to be encrypted. |
|
Document Name
|
name | string |
Specifies the file name of the document. |
|
Operator
|
operator | string |
Specifies the ID of the user has the document checked out or is currently editing the document's profile. For example, 'JSMITH'. |
|
Retain Days
|
retain_days | integer |
Specifies the number of days before the inactive document is eligible for archiving. |
|
Subclass
|
subclass | string |
Specifies the document's subclass. |
|
Custom1
|
custom1 | string |
Specifies the value of custom1. |
|
Custom2
|
custom2 | string |
Specifies the value of custom2. To specify a value for custom2, you must also specify a value for custom1 in the same request, which is due to their parent-child relationship. |
|
Custom3
|
custom3 | string |
Specifies the value of custom3. |
|
Custom4
|
custom4 | string |
Specifies the value of custom4. |
|
Custom5
|
custom5 | string |
Specifies the value of custom5. |
|
Custom6
|
custom6 | string |
Specifies the value of custom6. |
|
Custom7
|
custom7 | string |
Specifies the value of custom7. |
|
Custom8
|
custom8 | string |
Specifies the value of custom8. |
|
Custom9
|
custom9 | string |
Specifies the value of custom9. |
|
Custom10
|
custom10 | string |
Specifies the value of custom10. |
|
Custom11
|
custom11 | string |
Specifies the value of custom11. |
|
Custom12
|
custom12 | string |
Specifies the value of custom12. |
|
Custom13
|
custom13 | string |
Specifies the value of custom13. |
|
Custom14
|
custom14 | string |
Specifies the value of custom14. |
|
Custom15
|
custom15 | string |
Specifies the value of custom15. |
|
Custom16
|
custom16 | string |
Specifies the value of custom16. |
|
Custom17
|
custom17 | double |
Specifies the value of custom17. |
|
Custom18
|
custom18 | double |
Specifies the value of custom18. |
|
Custom19
|
custom19 | double |
Specifies the value of custom19. |
|
Custom20
|
custom20 | double |
Specifies the value of custom20. |
|
Custom21
|
custom21 | string |
Specifies the value of the custom21 property in ISO 8601 datetime format. |
|
Custom22
|
custom22 | string |
Specifies the value of the custom22 property in ISO 8601 datetime format. |
|
Custom23
|
custom23 | string |
Specifies the value of the custom23 property in ISO 8601 datetime format. |
|
Custom24
|
custom24 | string |
Specifies the value of the custom24 property in ISO 8601 datetime format. |
|
Custom25
|
custom25 | boolean |
Specifies the value of custom25. |
|
Custom26
|
custom26 | boolean |
Specifies the value of custom26. |
|
Custom27
|
custom27 | boolean |
Specifies the value of custom27. |
|
Custom28
|
custom28 | boolean |
Specifies the value of custom28. |
|
Custom29
|
custom29 | string |
Specifies the value of custom29. |
|
Custom30
|
custom30 | string |
Specifies the value of custom30. To specify a value for custom30, you must also specify a value for custom29 in the same request, which is due to their parent-child relationship. |
Update permissions
Updates permissions of an object.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Object Type
|
objectType | True | string |
Specifies the type of object. |
Object ID
|
objectId | True | string |
Specifies the ID of the document, folder or workspace. An example of a document ID is 'ACTIVE_US!453.1'. An example of a folder or workspace ID is 'ACTIVE_US!123'. |
Access Level
|
access_level | True | string |
Specifies the access level. |
Users
|
users | string |
Specifies one or more users to set the access level, separated by a semicolon. |
|
Groups
|
groups | string |
Specifies one or more groups to set the access level, separated by a semicolon. |
Returns
Update workflow state
Updates the state of a workflow run. This action can only be used in a workflow that has been created to start with a trigger provided by iManage.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Library ID
|
libraryId | True | string |
Specifies the ID of the library for which the workflow is defined. |
State
|
state | True | string |
Specifies the current state of the workflow run. |
Status
|
status | string |
Specifies the current status for the workflow run. Maximum length is 128 characters. |
|
Status Message
|
statusMessage | string |
Specifies the customized message for the current status of the workflow run. Maximum length is 256 characters. |
Returns
- response
- object
Update workspace
Updates information of the specified workspace. To delete the existing value of a string field, set the value of the field to an empty string wrapped in single or double quotes.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Workspace ID
|
id | True | string |
Specifies the ID of the workspace to be updated. For example, 'ACTIVE_US!427'. |
Name
|
name | string |
Specifies the name of the workspace. |
|
Workspace Owner
|
owner | string |
Specifies the owner of the workspace. |
|
Custom1
|
custom1 | string |
Specifies the value of custom1. |
|
Custom2
|
custom2 | string |
Specifies the value of custom2. To specify a value for custom2, you must also specify a value for custom1 in the same request, which is due to their parent-child relationship. |
|
Custom3
|
custom3 | string |
Specifies the value of custom3. |
|
Custom4
|
custom4 | string |
Specifies the value of custom4. |
|
Custom5
|
custom5 | string |
Specifies the value of custom5. |
|
Custom6
|
custom6 | string |
Specifies the value of custom6. |
|
Custom7
|
custom7 | string |
Specifies the value of custom7. |
|
Custom8
|
custom8 | string |
Specifies the value of custom8. |
|
Custom9
|
custom9 | string |
Specifies the value of custom9. |
|
Custom10
|
custom10 | string |
Specifies the value of custom10. |
|
Custom11
|
custom11 | string |
Specifies the value of custom11. |
|
Custom12
|
custom12 | string |
Specifies the value of custom12. |
|
Custom13
|
custom13 | string |
Specifies the value of custom13. |
|
Custom14
|
custom14 | string |
Specifies the value of custom14. |
|
Custom15
|
custom15 | string |
Specifies the value of custom15. |
|
Custom16
|
custom16 | string |
Specifies the value of custom16. |
|
Custom17
|
custom17 | double |
Specifies the value of custom17. |
|
Custom18
|
custom18 | double |
Specifies the value of custom18. |
|
Custom19
|
custom19 | double |
Specifies the value of custom19. |
|
Custom20
|
custom20 | double |
Specifies the value of custom20. |
|
Custom21
|
custom21 | string |
Specifies the value of custom21, in ISO 8601 datetime format. |
|
Custom22
|
custom22 | string |
Specifies the value of custom22, in ISO 8601 datetime format. |
|
Custom23
|
custom23 | string |
Specifies the value of custom23, in ISO 8601 datetime format. |
|
Custom24
|
custom24 | string |
Specifies the value of custom24, in ISO 8601 datetime format. |
|
Custom25
|
custom25 | boolean |
Specifies the value of custom25. |
|
Custom26
|
custom26 | boolean |
Specifies the value of custom26. |
|
Custom27
|
custom27 | boolean |
Specifies the value of custom27. |
|
Custom28
|
custom28 | boolean |
Specifies the value of custom28. |
|
Custom29
|
custom29 | string |
Specifies the value of custom29. |
|
Custom30
|
custom30 | string |
Specifies the value of custom30. To specify a value for custom30, you must also specify a value for custom29 in the same request, which is due to their parent-child relationship. |
|
Default Security
|
default_security | string |
Specifies the default security access level. |
|
Description
|
description | string |
Specifies additional information about the workspace. |
|
Is External As Normal
|
is_external_as_normal | boolean |
Specifies if the workspace can be treated as a public workspace. If set to 'true' and 'default_security' is not 'private', 'is_external' is set to 'true'. |
|
Project Custom1
|
project_custom1 | string |
Specifies additional information about the workspace. This field is different than the metadata custom field associated with content items, such as documents, workspaces, or folders. This is descriptive text that does not have to be formatted, and is not validated. |
|
Project Custom2
|
project_custom2 | string |
Specifies additional information about the workspace. This field is different than the metadata custom field associated with content items, such as documents, workspaces, or folders. This is descriptive text that does not have to be formatted, and is not validated. |
|
Project Custom3
|
project_custom3 | string |
Specifies additional information about the workspace. This field is different than the metadata custom field associated with content items, such as documents, workspaces, or folders. This is descriptive text that does not have to be formatted, and is not validated. |
|
Workspace Subclass
|
subclass | string |
Specifies the subclass of the workspace based on the subclass of the document it contains. |
Upload document
Uploads a file as a new document to the specified folder.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Library ID
|
libraryId | True | string |
Specifies the ID of the target library. |
Folder ID
|
folderId | True | string |
Specifies the folder ID of the target folder. For example, 'ACTIVE_US!987'. |
Inherit Folder Profile
|
inherit_profile_from_folder | True | boolean |
Specifies if the profile data is inherited from the parent folder. |
Keep Locked
|
keep_locked | boolean |
Specifies if a document lock is kept after upload. |
|
Comment
|
comment | string |
Specifies additional information about the update. |
|
Author
|
author | string |
Specifies the iManage Work ID of the user who created the document. |
|
Operator
|
operator | string |
Specifies the ID of the user that has the document checked out or is currently editing the document's profile. For example, 'JSMITH'. |
|
Class
|
class | string |
Specifies the class for identifying and differentiating the document. Document class is categorized by genre, department, region, and so on. |
|
Subclass
|
subclass | string |
Specifies the subclass for identifying and differentiating the document. Document subclass is categorized by genre, department, region, and so on. |
|
Default Security
|
default_security | string |
Specifies the default security access level. Possible values are 'inherit', 'private', 'view', 'public'. |
|
Is HIPAA
|
is_hipaa | boolean |
Specifies if the document is to be encrypted. |
|
Retain Days
|
retain_days | integer |
Specifies the number of days a document must be inactive before marking it for archiving. |
|
File Contents
|
file | True | file |
Specifies the contents of the file. |
File Creation Date
|
file_create_date | date-time |
Specifies the date and time (in ISO 8601 format) the file was created. The file could have been created outside of the iManage Work system. This date can be different than 'create_date'. The create_date is the date when the file was created or imported by the iManage Work system. |
|
File Edit Date
|
file_edit_date | date-time |
Specifies the date and time (in ISO 8601 format) of the most recent change to the file. The file could have been changed before being uploaded into the iManage Work system. |
|
Custom1
|
custom1 | string |
Specifies the value for custom1. |
|
Custom2
|
custom2 | string |
Specifies the value for custom2. To specify a value for custom2, you must also specify a value for custom1 in the same request, which is due to their parent-child relationship. |
|
Custom3
|
custom3 | string |
Specifies the value for custom3. |
|
Custom4
|
custom4 | string |
Specifies the value for custom4. |
|
Custom5
|
custom5 | string |
Specifies the value for custom5. |
|
Custom6
|
custom6 | string |
Specifies the value for custom6. |
|
Custom7
|
custom7 | string |
Specifies the value for custom7. |
|
Custom8
|
custom8 | string |
Specifies the value for custom8. |
|
Custom9
|
custom9 | string |
Specifies the value for custom9. |
|
Custom10
|
custom10 | string |
Specifies the value for custom10. |
|
Custom11
|
custom11 | string |
Specifies the value for custom11. |
|
Custom12
|
custom12 | string |
Specifies the value for custom12. |
|
Custom13
|
custom13 | string |
Specifies the value for custom13. |
|
Custom14
|
custom14 | string |
Specifies the value for custom14. |
|
Custom15
|
custom15 | string |
Specifies the value for custom15. |
|
Custom16
|
custom16 | string |
Specifies the value for custom16. |
|
Custom17
|
custom17 | double |
Specifies the value for custom17. |
|
Custom18
|
custom18 | double |
Specifies the value for custom18. |
|
Custom19
|
custom19 | double |
Specifies the value for custom19. |
|
Custom20
|
custom20 | double |
Specifies the value for custom20. |
|
Custom21
|
custom21 | string |
Specifies the value for custom21 in ISO 8601 datetime format. |
|
Custom22
|
custom22 | string |
Specifies the value for custom22 in ISO 8601 datetime format. |
|
Custom23
|
custom23 | string |
Specifies the value for custom23 in ISO 8601 datetime format. |
|
Custom24
|
custom24 | string |
Specifies the value for custom24 in ISO 8601 datetime format. |
|
Custom25
|
custom25 | boolean |
Specifies the value for custom25. |
|
Custom26
|
custom26 | boolean |
Specifies the value for custom26. |
|
Custom27
|
custom27 | boolean |
Specifies the value for custom27. |
|
Custom28
|
custom28 | boolean |
Specifies the value for custom28. |
|
Custom29
|
custom29 | string |
Specifies the value for custom29. |
|
Custom30
|
custom30 | string |
Specifies the value for custom30. To specify a value for custom30, you must also specify a value for custom29 in the same request, which is due to their parent-child relationship. |
Triggers
For a selected document |
This trigger allows you to start a workflow for a selected document in an iManage Work library. Provide a display name that will be shown to users in iManage Work applications. If 'Wait For Completion' is set to 'Yes', you must use the 'Update workflow state' action in your workflow, otherwise applications will eventually time out without indicating the completion state to the user. |
For multiple selected documents |
This trigger allows you to start a workflow for two or more selected documents in iManage Work. Provide a display name that will be shown to users in iManage Work applications. If 'Wait For Completion' is set to 'Yes', you must use the 'Update workflow state' action in your workflow, otherwise applications will eventually time out without indicating the completion state to the user. |
For a selected document
This trigger allows you to start a workflow for a selected document in an iManage Work library. Provide a display name that will be shown to users in iManage Work applications. If 'Wait For Completion' is set to 'Yes', you must use the 'Update workflow state' action in your workflow, otherwise applications will eventually time out without indicating the completion state to the user.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Workflow Display Name
|
workflowName | True | string |
Specifies the display name of the workflow that will be visible to iManage Work users. |
Description
|
description | True | string |
Specifies the description of the workflow. |
Library ID
|
libraryId | True | string |
Specifies the ID of the library where the workflow is available. |
Form ID
|
formId | True | string |
Specifies the ID of the form that is presented to the user to collect inputs used by the workflow. |
Return Folder ID
|
inferFolderId | True | boolean |
Specifies whether the document's folder ID is required by the workflow. |
Available To Users
|
users | string |
Specifies one or more user IDs, separated by semicolons, to whom the workflow is available. |
|
Available To Groups
|
groups | string |
Specifies one or more group IDs, separated by semicolons, to which the workflow is available. |
|
Available In Workspaces
|
workspaces | string |
Specifies one or more workspace IDs, separated by semicolons, in which the workflow is available. |
|
Document Classes
|
classes | string |
Specifies one or more document class IDs, separated by semicolons, for which the workflow is available. |
|
Wait For Completion
|
waitForCompletion | boolean |
Specifies if applications wait until the workflow completes execution. If set to 'Yes', you must use the 'Update workflow state' action. |
Returns
For multiple selected documents
This trigger allows you to start a workflow for two or more selected documents in iManage Work. Provide a display name that will be shown to users in iManage Work applications. If 'Wait For Completion' is set to 'Yes', you must use the 'Update workflow state' action in your workflow, otherwise applications will eventually time out without indicating the completion state to the user.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Workflow Display Name
|
workflowName | True | string |
Specifies the display name of the workflow that will be visible to iManage Work users. |
Description
|
description | True | string |
Specifies the description of the workflow. |
Library ID
|
libraryId | True | string |
Specifies the ID of the library where the workflow is available. |
Form ID
|
formId | True | string |
Specifies the ID of the form that is presented to the user to collect inputs used by the workflow. |
Return Folder ID
|
inferFolderId | True | boolean |
Specifies whether the document's folder ID is required by the workflow. |
Available To Users
|
users | string |
Specifies one or more user IDs, separated by semicolons, to whom the workflow is available. |
|
Available To Groups
|
groups | string |
Specifies one or more group IDs, separated by semicolons, to which the workflow is available. |
|
Wait For Completion
|
waitForCompletion | boolean |
Specifies if applications wait until the workflow completes execution. If set to 'Yes', you must use the 'Update workflow state' action. |
Returns
Definitions
MinimalDocumentProfileInArray
Indicates profile of each version of the document.
Name | Path | Type | Description |
---|---|---|---|
Author
|
author | string |
Indicates the ID of the user that created the document. For example, 'JSMITH'. |
Author Description
|
author_description | string |
Indicates additional information about the document's author. |
Basic Document Properties
|
basic_properties | string |
Indicates an embeddable '' element that contains basic document properties. |
Document Class
|
class | string |
Indicates the document's class. |
Comment
|
comment | string |
Indicates additional information about the document. |
Content Type
|
content_type | string |
Indicates the document content type. |
Document Creation Date
|
create_date | string |
Indicates the date and time (in ISO 8601 format) the document was imported into the iManage Work system. This date can be different than 'file_create_date'. |
Custom1
|
custom1 | string |
Indicates the value of custom1. |
Custom1 Description
|
custom1_description | string |
Indicates additional information about the custom1 property. |
Custom2
|
custom2 | string |
Indicates the value of custom2. |
Custom2 Description
|
custom2_description | string |
Indicates additional information about the custom2 property. |
Custom3
|
custom3 | string |
Indicates the value of custom3. |
Custom3 Description
|
custom3_description | string |
Indicates additional information about the custom3 property. |
Custom4
|
custom4 | string |
Indicates the value of custom4. |
Custom4 Description
|
custom4_description | string |
Indicates additional information about the custom4 property. |
Custom5
|
custom5 | string |
Indicates the value of custom5. |
Custom5 Description
|
custom5_description | string |
Indicates additional information about the custom5 property. |
Custom6
|
custom6 | string |
Indicates the value of custom6. |
Custom6 Description
|
custom6_description | string |
Indicates additional information about the custom6 property. |
Custom7
|
custom7 | string |
Indicates the value of custom7. |
Custom7 Description
|
custom7_description | string |
Indicates additional information about the custom7 property. |
Custom8
|
custom8 | string |
Indicates the value of custom8. |
Custom8 Description
|
custom8_description | string |
Indicates additional information about the custom8 property. |
Custom9
|
custom9 | string |
Indicates the value of custom9. |
Custom9 Description
|
custom9_description | string |
Indicates additional information about the custom9 property. |
Custom10
|
custom10 | string |
Indicates the value of custom10. |
Custom10 Description
|
custom10_description | string |
Indicates additional information about the custom10 property. |
Custom11
|
custom11 | string |
Indicates the value of custom11. |
Custom11 Description
|
custom11_description | string |
Indicates additional information about the custom11 property. |
Custom12
|
custom12 | string |
Indicates the value of custom12. |
Custom12 Description
|
custom12_description | string |
Indicates additional information about the custom12 property. |
Custom13
|
custom13 | string |
Indicates value of custom13. |
Custom14
|
custom14 | string |
Indicates value of custom14. |
Custom15
|
custom15 | string |
Indicates value of custom15. |
Custom16
|
custom16 | string |
Indicates value of custom16. |
Custom17
|
custom17 | double |
Indicates value of custom17. |
Custom18
|
custom18 | double |
Indicates value of custom18. |
Custom19
|
custom19 | double |
Indicates value of custom19. |
Custom20
|
custom20 | double |
Indicates value of custom20. |
Custom21
|
custom21 | string |
Indicates value of the custom21 property in ISO 8601 datetime format. |
Custom22
|
custom22 | string |
Indicates value of the custom22 property in ISO 8601 datetime format. |
Custom23
|
custom23 | string |
Indicates value of the custom23 property in ISO 8601 datetime format. |
Custom24
|
custom24 | string |
Indicates value of the custom24 property in ISO 8601 datetime format. |
Custom25
|
custom25 | boolean |
Indicates the value of custom25. |
Custom26
|
custom26 | boolean |
Indicates the value of custom26. |
Custom27
|
custom27 | boolean |
Indicates the value of custom27. |
Custom28
|
custom28 | boolean |
Indicates the value of custom28. |
Custom29
|
custom29 | string |
Indicates the value of custom29. |
Custom29 Description
|
custom29_description | string |
Indicates additional information about the custom29 property. |
Custom30
|
custom30 | string |
Indicates the value of custom30. |
Custom30 Description
|
custom30_description | string |
Indicates additional information about the custom30 property. |
Database
|
database | string |
Indicates the library where the document is stored. |
Document Default Security
|
default_security | string |
Indicates the default security access level. Possible values are 'inherit', 'private', 'view', 'public'. |
Document Number
|
document_number | integer |
Indicates the document number of a document. |
Document URL
|
document_url | string |
Indicates the sharable link for the document. |
Document Edit Date
|
edit_date | string |
Indicates the date and time (in ISO 8601 format) of the most recent change to the document. |
Profile Edit Date
|
edit_profile_date | string |
Indicates the date and time (in ISO 8601 format) of the most recent change to the document profile. |
Document Extension
|
extension | string |
Indicates the file name extension, also called the application extension, of the document. |
Full File Name
|
full_file_name | string |
Indicates the full file name of the document. Includes the file name extension. |
Document ID
|
id | string |
Indicates the ID of the document. For example, 'ACTIVE_US!453.1'. |
Is Indexable
|
indexable | boolean |
Indicates if the document is indexed by the system. |
Is Checked Out
|
is_checked_out | boolean |
Indicates if the document is checked out. |
Is Declared
|
is_declared | boolean |
Indicates if the document is declared as a record. A document that is declared as a record can not be edited or deleted, except by an iManage Work system administrator. |
Is External
|
is_external | boolean |
Indicates if the document is shared with external users. |
Is HIPAA
|
is_hipaa | boolean |
Indicates if the document is encrypted. |
Is In-use
|
is_in_use | boolean |
Indicates if the document is in use. |
Document Link
|
iwl | string |
Indicates the iManage Work Link (iWL) for the document. The iWL is used to open the document in Protected View Mode by the user who has 'read_write' or 'full_access'. |
Last User
|
last_user | string |
Indicates the ID of the user that edited the document most recently. For example, 'JSMITH'. |
Last User Description
|
last_user_description | string |
Indicates additional information about the last user that edited the document most recently. |
Document Name
|
name | string |
Indicates the file name of the document. |
Operator
|
operator | string |
Indicates the ID of the user that has the document checked out or is currently editing its profile. For example, 'JSMITH'. |
Operator Description
|
operator_description | string |
Indicates additional information about the operator. |
Is Related
|
is_related | boolean |
Indicates if document is related to another document. |
Document Size
|
size | integer |
Indicates the size of the document in bytes. |
Type
|
type | string |
Indicates the document type. For example, WORD for Microsoft Word. For a current list of types, contact your iManage Work system administrator. |
Document Version
|
version | integer |
Indicates the version number of the document. |
Wstype
|
wstype | string |
Indicates the iManage Work type of the object. Possible values are 'document', 'folder', 'workspace', 'email', 'document_shortcut', 'folder_shortcut', 'workspace_shortcut', 'user'. |
UserProfile
Indicates information about a user.
Name | Path | Type | Description |
---|---|---|---|
Allow Logon
|
allow_logon | boolean |
Indicates if the user is allowed to logon. |
Custom1
|
custom1 | string |
Indicates additional information about the user. |
Custom2
|
custom2 | string |
Indicates additional information about the user. |
Custom3
|
custom3 | string |
Indicates additional information about the user. |
Directory ID
|
directory_id | string |
Indicates the ID from an external directory (such as ADFS), which is used for user profile synchronization. |
Distinguished Name
|
distinguished_name | string |
Indicates the name of the object that represents the fully qualified path of names that trace the entry back to the root of the LDAP tree. |
Edit Date
|
edit_date | string |
Indicates the date and time (in ISO 8601 format) of the most recent change to the user profile. |
Email
|
string |
Indicates the email ID of the user. |
|
Exchange Auto-discover URL
|
exch_autodiscover | string |
Indicates the exchange server details of the user. |
Extension
|
extension | string |
Indicates the phone number extension of the user. |
Failed Logon Attempts
|
failed_logins | integer |
Indicates the current number of failed sign-in attempts of the user. |
Fax
|
fax | string |
Indicates the fax number of the user. |
Force Password Change
|
force_password_change | boolean |
Indicates the user must change their password on next sign-in. Only applicable to virtual users, indicated by 'user_nos' value '2'. |
Full Name
|
full_name | string |
Indicates the full name of the user. |
General
|
general | string |
Indicates general information about the user. |
User ID
|
id | string |
Indicates the ID of the user. For example, 'JSMITH'. |
Is External User
|
is_external | boolean |
Indicates an external user. An external user has limited access and is commonly used for temporary team members, consultants, or those external to the organization. |
Last Sync Time
|
last_sync_ts | string |
Indicates the last sync time (in ISO 8601 datetime format) of the user's profile with an external directory, such as LDAP or Microsoft Active Directory (ADFS). |
Location
|
location | string |
Indicates the geographical location of the user. |
Password Never Expires
|
password_never_expire | boolean |
Indicates if the user's password never expires. |
Phone Number
|
phone | string |
Indicates the phone number of the user. |
Preferred Library
|
preferred_library | string |
Indicates the preferred library. A preferred library is the user's default library. Each user must have one preferred library. |
Password Changed Time
|
pwd_changed_ts | string |
Indicates the time (in ISO 8601 datetime format) when the user's password was last changed. This is applicable to virtual users only (whose User NOS is 2). |
SSID
|
ssid | string |
Indicates the unique, system-generated ID for the user. |
User Domain
|
user_domain | string |
Indicates the fully qualified domain name for the user's directory service. |
Extended User ID
|
user_id_ex | string |
Indicates the original value of the user ID that is received from an external directory such as Microsoft Active Directory (ADFS). |
User NOS
|
user_nos | integer |
Indicates the type of operating system from which the user is synced. Possible values are 2 (Virtual user) and 6 (Enterprise user). For more information, contact your iManage Work system administrator. |
User Number
|
user_num | integer |
Indicates the numeric system ID of the user. |
UserProfileInArray
Name | Path | Type | Description |
---|---|---|---|
Allow Logon
|
allow_logon | boolean |
Indicates if the user is allowed to logon. |
Custom1
|
custom1 | string |
Indicates additional information about the user. |
Custom2
|
custom2 | string |
Indicates additional information about the user. |
Custom3
|
custom3 | string |
Indicates additional information about the user. |
Directory ID
|
directory_id | string |
Indicates the ID from an external directory (such as ADFS), which is used for user profile synchronization. |
Distinguished Name
|
distinguished_name | string |
Indicates the name of the object that represents the fully qualified path of names that trace the entry back to the root of the LDAP tree. |
Edit Date
|
edit_date | string |
Indicates the date and time (in ISO 8601 format) of the most recent change to the user profile. |
Email
|
string |
Indicates the email ID of the user. |
|
Exchange Auto-discover URL
|
exch_autodiscover | string |
Indicates the exchange server details of the user. |
Extension
|
extension | string |
Indicates the phone number extension of the user. |
Failed Logon Attempts
|
failed_logins | integer |
Indicates the current number of failed sign-in attempts of the user. |
Fax
|
fax | string |
Indicates the fax number of the user. |
Force Password Change
|
force_password_change | boolean |
Indicates the user must change their password on next sign-in. Only applicable to virtual users, indicated by 'user_nos' value '2'. |
Full Name
|
full_name | string |
Indicates the full name of the user. |
General
|
general | string |
Indicates general information about the user. |
ID
|
id | string |
Indicates the ID of the user. For example, 'JSMITH'. |
Is External User
|
is_external | boolean |
Indicates an external user. An external user has limited access and is commonly used for temporary team members, consultants, or those external to the organization. |
Last Sync Time
|
last_sync_ts | string |
Indicates the last sync time (in ISO 8601 datetime format) of the user's profile with an external directory, such as LDAP or Microsoft Active Directory (ADFS). |
Location
|
location | string |
Indicates the geographical location of the user. |
Password Never Expires
|
password_never_expire | boolean |
Indicates if the user's password never expires. |
Phone Number
|
phone | string |
Indicates the phone number of the user. |
Preferred Library
|
preferred_library | string |
Indicates the preferred library. A preferred library is the user's default library. Each user must have one preferred library. |
Password Changed Time
|
pwd_changed_ts | string |
Indicates the time (in ISO 8601 datetime format) when the user's password was last changed. This is applicable to virtual users only (whose User NOS is 2). |
SSID
|
ssid | string |
Indicates the unique, system-generated ID for the user. |
Domain
|
user_domain | string |
Indicates the fully qualified domain name for the user's directory service. |
Extended User ID
|
user_id_ex | string |
Indicates the original value of the user ID that is received from an external directory such as Microsoft Active Directory (ADFS). |
NOS
|
user_nos | integer |
Indicates the type of operating system from which the user is synced. Possible values are 2 (Virtual user) and 6 (Enterprise user). For more information, contact your iManage Work system administrator. |
Number
|
user_num | integer |
Indicates the numeric system ID of the user. |
TaxonomyNodeValue
Indicates each taxonomy node value.
Name | Path | Type | Description |
---|---|---|---|
SSID
|
created_by.ssid | string |
Indicates the unique, system-generated ID for the user who created the node value. |
Create Date
|
create_date | date-time |
Indicates the date and time (in ISO 8601 format) the node value was created. |
Description
|
description | string |
Indicates the description of the node value. |
SSID
|
edited_by.ssid | string |
Indicates the unique, system-generated ID for the user who last edited the node value. |
Edit Date
|
edit_date | date-time |
Indicates the date and time (in ISO 8601 format) the node value was last edited. |
Is Enabled
|
enabled | boolean |
Indicates if the node value is enabled. |
ID
|
id | string |
Indicates the display identifier for the node value. |
SSID
|
parent.ssid | string |
Indicates the unique, system-generated ID for the immediate parent node. |
SSID
|
ssid | string |
Indicates the unique, system-generated ID for the node value. |
Path
|
path | array of object |
Indicates the full path to the node value. A path is an ordered list beginning with the top-level node in the taxonomy and then all nodes through to the matching node's immediate parent. |
Each ID
|
path.id | string |
Indicates the display identifier for a node value in the path. |
Each SSID
|
path.ssid | string |
Indicates the unique, system-generated ID for a node value in the path. |
UpdatePermissionsResponse
Name | Path | Type | Description |
---|---|---|---|
Default Security
|
data.default_security | string |
Indicates the default security of the object. Possible values are 'inherit', 'public', 'view' or 'private'. |
Access Permissions
|
data.acl | AccessPermissions |
Indicates a collection of access permissions for one or more users and/or groups. |
All User IDs
|
data.all_user_ids | string |
Indicates a list of all user IDs, concatenated as a string and separated by semicolons. |
All Group IDs
|
data.all_group_ids | string |
Indicates a list of all group IDs, concatenated as a string and separated by semicolons. |
AccessPermissions
Indicates a collection of access permissions for one or more users and/or groups.
Name | Path | Type | Description |
---|---|---|---|
Trustee Name
|
name | string |
Indicates the name of the trustee. |
Trustee ID
|
id | string |
Indicates the ID of the trustee. This can be a user ID or a group ID. |
Trustee SID
|
sid | string |
Indicates the security identifier of the user or group. |
Trustee Type
|
type | string |
Indicates the type of trustee returned. Possible values are 'user' or 'group'. |
Access Level
|
access_level | string |
Indicates the access permission the user or group has on the object. Possible values are 'no_access', 'read', 'read_write' or 'full_access'. |
Access-level Display Name
|
access_level_display_name | string |
Indicates the human-readable access-level display name assigned to the user or group for this object. Possible values are 'No Access', 'Read Only', 'Read/Write' or 'Full Access'. |
Access
|
access | integer |
Indicates the numeric value of the access permission the user or group has on the object. Possible values are 0 (no_access), 1 (read), 2 (read_write) or 3 (full_access). |
Is External
|
is_external | boolean |
Indicates if the user is an external user, or if the group is restricted to external users. |
Allow Logon
|
allow_logon | boolean |
Indicates if the user is allowed to logon. Not applicable to groups. |
Is Enabled
|
enabled | boolean |
Indicates if the group is enabled. Not applicable to users. |
Has Restricted Member
|
has_restricted_member | boolean |
Indicates if the group has at least one user with access to this object denied by iManage Security Policy Manager. |
object
This is the type 'object'.
binary
This is the basic data type 'binary'.