Add an Item to a Proposal's Schedule

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Overview

This endpoint adds an item to the schedule of the target proposal.

The request body is a dictionary of field-name/value pairs. The system automatically sets the ProposalID and MemberID fields from the proposal, so callers do not need to include them.

Preconditions

The proposal must be modifiable. A proposal cannot be modified when:

  • Its status is Bound (B), Rejected (R), or Cancelled (0).
  • Its proposal set is bound.
  • It has a pending expiry date change endorsement.

The domain must be a valid schedule domain for the proposal.

Examples

Scenario 1: Successfully insert a location:

POST /api/Quotes/Proposals/12345/Schedules/ProposalLocation
Content-Type: application/json

{
  "LocationName": "Branch Office",
  "Address1": "789 Oak Ave",
  "City": "Springfield",
  "StateCode": "IL",
  "ZipCode": "62701"
}
{
  "IsSuccessful": true,
  "RecordID": 102,
  "OrderNumber": null,
  "Message": "Inserted schedule with id 102 successfully.",
  "Warnings": null
}

Scenario 2: Validation fails (required field missing):

POST /api/Quotes/Proposals/12345/Schedules/ProposalLocation
Content-Type: application/json

{
  "Address1": "789 Oak Ave"
}
{
  "IsSuccessful": false,
  "RecordID": 0,
  "OrderNumber": null,
  "Message": "LocationName is required.",
  "Warnings": null
}

Scenario 3: Proposal is not modifiable:

POST /api/Quotes/Proposals/12345/Schedules/ProposalLocation
Content-Type: application/json

{
  "LocationName": "Branch Office"
}
{
  "IsSuccessful": false,
  "RecordID": 0,
  "OrderNumber": null,
  "Message": "Cannot modify Proposal with ID# 12345.",
  "Warnings": null
}

Path Params
integer
required
Defaults to {}

The ID of the Proposal tp which you are adding a scheduled item.

string
required
Defaults to {}

The name of the Domain object for that defined the item you're adding.

Body Params
json
required
Defaults to {"Field1": "Value 1","Field2": "Value 2","Field 3": "Value 3"}

The is a simple JSON object representing the name-value pairs for the fields in the record you are creating. Fields are case sensitive.
ex: {"Field1": "Value 1","Field2": "Value 2","Field 3": "Value 3"}

Response

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Response
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application/json