Wolters Kluwer CCH® SureTax®

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    PATCH FormInstances

    Description

    This API endpoint facilitates the updating of the status associated with a form instance. It allows clients to modify the status of a form instance based on their specific requirements or workflow processes.

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    Endpoint

    • Endpoint: <environment base url>/v1.0/api/Forms/FormInstances

    • Method: PATCH

    Request Body

    {
      "formInstances": [
        {
          "id": "string",
          "status": "string"
        }
      ]
    } `
    

    Response Structure

    `{
      "data": {
        "formInstances": [
          {
            "id": "String",
            "errorMessage": "String"
          }
        ]
      }
    }`
    

    API Contract

    Permitted Values

    status

    Code Value
    GEN Generated Successfully
    SOK Content Accepted by Government
    SDE Content Declined by Government
    STG Submitted to Government

    Field Specifications

    • id: Mandatory in request, max length 32, ID of the generated form instance.
    • id: In case of errors the id of the generated form instance is sent back, max length 32.

    Additional Notes

    • The API allows setting the status of a form instance based on the ID. Multiple updates are supported. The request body must have the IDs of the form instances and the appropriate status to be updated.
    • If the form instances fail when updating, the API returns the ID of the failed forms and error messages.
    • In case the External Reporting Entity of the form instance is inactive, updating the status results in an error.

    Allowed Status Change Matrix ALT ALT

    Sample Response

    {
        "data": {
            "formInstances": []
        }
    }
    

    Sample request [CURL]

    curl --location --request PATCH 'https://exampleapi.example.net/v1.0/api/Forms/FormInstances' \
    --header 'Content-Type: application/json' \
    --header 'Authorization: Bearer exampleToken1234567890ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz' \
    --header 'Cookie: incap_ses_1607_1234567=exampleCookieValue1; incap_ses_76_1234567=exampleCookieValue2; incap_ses_8216_1234567=exampleCookieValue3; nlbi_1234567=exampleCookieValue4; visid_incap_1234567=exampleCookieValue5' \
    --data '{
        "formInstances":[
            {
                "ID":"example-id-1234-5678-90ab-cdef12345678",
                "Status":"GEN"
            }
        ]
    }'
    

    
        
    
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