REST API Fields and custom entitiesFormViews

FormViews

FormViews: list, get, create, update and delete, plus batch operations.

The summaries on this page are generated from the specification; written descriptions come with the next releases of the reference.

Method	Path	Operation
GET	`/entities/FormViews`	List FormViews
POST	`/entities/FormViews`	Create FormView
GET	`/entities/FormViews/{id}`	Get FormView
PATCH	`/entities/FormViews/{id}`	Update FormView
DEL	`/entities/FormViews/{id}`	Delete FormView
POST	`/entities/FormViews/batch-modify`	Create or update FormViews in a batch
POST	`/entities/FormViews/batch-delete`	Delete FormViews in a batch
POST	`/entities/FormViews/batch-restore`	Restore deleted FormViews

GET List FormViews

Returns the FormViews the API application can read, one page at a time. In the list envelope, total counts every match and page_info pages through them.

Query parameters

Name	Type	Description
`include-deleted`	boolean	Include soft-deleted records. Lists only; get-by-id refuses it.
`first`	integer	Page size. Default 30, maximum 100; a larger value is refused with HTTP 400, code 117.
`last`	integer	Return the last N records of the result; together with `first`, the last N of the first M. Maximum 100.
`before`	string	Cursor from `page_info.start_cursor`, to page backwards. URL-encode it.
`after`	string	Cursor from `page_info.end_cursor` of the previous page. URL-encode it: cursors are base64, and a raw + becomes a space.
`expand`	string	Related records to return inline instead of their URIs, comma-separated; dots reach nested relations, as in `account_relations.account`.
`order-by`	string	Fields to sort by, comma-separated. A leading - sorts descending, as in `-modified`; dotted paths sort by related fields.
`filter`	object	`filter[field]=value`. Separate several values with a raw comma (OR), as in `filter[name]=north,south`. Encode a comma that belongs to a value as %2C. URLSearchParams and Python requests encode every comma, so build the filter part of the query string yourself. Dotted paths filter on related records, as in `filter[owner.email]`. Encode a + in a value as %2B: query values are form-decoded, so a raw + becomes a space.
`filter-op`	object	`filter-op[field]=operator`, one per field: eq (the default), ieq, not-eq, not-ieq, contains, icontains, starts, istarts, ends, iends, gt, gte, lt, lte, between, null, not-null, empty and not-empty. null, not-null, empty and not-empty take no filter value; gt, gte, lt and lte take exactly one.
`load-only`	string	Fields to return, comma-separated (raw or encoded commas both work here); dots select nested fields, as in `owner.id`. All fields are returned without it. Lists only: get-by-id refuses it with HTTP 400, code 118.

Responses

200 Page of FormView records.: success, total, page_info, data 400 Bad request 401 Not authenticated 429 Rate limited 500 Server error

curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/FormViews?first=10&filter%5Bname%5D=north&filter-op%5Bname%5D=icontains' \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET"

fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/FormViews?first=10&filter%5Bname%5D=north&filter-op%5Bname%5D=icontains', {
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`)
  }
})

import os

import requests

response = requests.get(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/FormViews",
    params={
      "first": "10",
      "filter[name]": "north",
      "filter-op[name]": "icontains"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"])
)

POST Create FormView

Creates one record and answers 201 with it.

Query parameters

Name	Type	Description
`validation-level`	integer	Bit mask that relaxes validation on this write. 0 (the default) validates everything. Bits: 2 skip unchanged fields, 4 skip admin-defined validations, 8 allow read-only fields, 16 skip relation checks, 32 skip value checks, 64 skip invalid recalculations, 128 skip step-checklist gates, 256 add conditional field requirements, 512 skip uniqueness checks. Add bits together (20 = 4 + 16); member names and comma lists such as 4,16 work too. A value with an internal-only bit is refused with HTTP 400, code 117.

Request body

The new record's fields. Relations are set by id. Schema createFormViewInput; the fields are in FormView fields. Required: hidden_item_ids, item_colors, name, owner_id.

Responses

201 The created FormView record.: success, data 400 Bad request 401 Not authenticated 422 Validation failed 429 Rate limited 500 Server error

curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/FormViews' \
  --request POST \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET" \
  --header 'Content-Type: application/json' \
  --data '{
  "hidden_item_ids": {},
  "item_colors": {},
  "name": "Northwind form view",
  "owner_id": "37000000-0000-4000-a000-000000000001"
}'

fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/FormViews', {
  method: 'POST',
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`),
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    hidden_item_ids: {},
    item_colors: {},
    name: 'Northwind form view',
    owner_id: '37000000-0000-4000-a000-000000000001'
  })
})

import os

import requests

response = requests.post(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/FormViews",
    headers={
      "Content-Type": "application/json"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"]),
    json={
      "hidden_item_ids": {},
      "item_colors": {},
      "name": "Northwind form view",
      "owner_id": "37000000-0000-4000-a000-000000000001"
    }
)

GET Get FormView

Returns one record by id. expand returns related records inline instead of their URIs.

Path parameters

Name	Type	Description
`id`	string (uuid)	Id of the FormView record to retrieve. Required

Query parameters

Name	Type	Description
`expand`	string	Related records to return inline instead of their URIs, comma-separated; dots reach nested relations. The only parameter this call accepts.

Responses

200 The FormView record.: success, data 400 Bad request 401 Not authenticated 404 Not found 429 Rate limited 500 Server error

curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/FormViews/23000000-0000-4000-a000-000000000001?expand=owner' \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET"

fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/FormViews/23000000-0000-4000-a000-000000000001?expand=owner', {
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`)
  }
})

import os

import requests

response = requests.get(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/FormViews/23000000-0000-4000-a000-000000000001",
    params={
      "expand": "owner"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"])
)

PATCH Update FormView

Changes the fields you send and leaves the rest as they are; there is no PUT.

Path parameters

Name	Type	Description
`id`	string (uuid)	Id of the FormView record to update. Required

Query parameters

Name	Type	Description
`validation-level`	integer	Bit mask that relaxes validation on this write. 0 (the default) validates everything. Bits: 2 skip unchanged fields, 4 skip admin-defined validations, 8 allow read-only fields, 16 skip relation checks, 32 skip value checks, 64 skip invalid recalculations, 128 skip step-checklist gates, 256 add conditional field requirements, 512 skip uniqueness checks. Add bits together (20 = 4 + 16); member names and comma lists such as 4,16 work too. A value with an internal-only bit is refused with HTTP 400, code 117.

Request body

The fields to change. Schema updateFormViewInput; the fields are in FormView fields.

Responses

200 The changed FormView record.: success, data 400 Bad request 401 Not authenticated 404 Not found 422 Validation failed 429 Rate limited 500 Server error

curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/FormViews/23000000-0000-4000-a000-000000000001' \
  --request PATCH \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET" \
  --header 'Content-Type: application/json' \
  --data '{
  "name": "Northwind form view (renamed)"
}'

fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/FormViews/23000000-0000-4000-a000-000000000001', {
  method: 'PATCH',
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`),
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    name: 'Northwind form view (renamed)'
  })
})

import os

import requests

response = requests.patch(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/FormViews/23000000-0000-4000-a000-000000000001",
    headers={
      "Content-Type": "application/json"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"]),
    json={
      "name": "Northwind form view (renamed)"
    }
)

DEL Delete FormView

Deletes one record and answers with its id.

Path parameters

Name	Type	Description
`id`	string (uuid)	Id of the FormView record to delete. Required

Responses

200 Deletion confirmation.: success, data 400 Bad request 401 Not authenticated 404 Not found 429 Rate limited 500 Server error

curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/FormViews/23000000-0000-4000-a000-000000000001' \
  --request DELETE \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET"

fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/FormViews/23000000-0000-4000-a000-000000000001', {
  method: 'DELETE',
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`)
  }
})

import os

import requests

response = requests.delete(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/FormViews/23000000-0000-4000-a000-000000000001",
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"])
)

POST Create or update FormViews in a batch

An item with an id updates that record; an item without one creates a record. By default one invalid item fails the whole call with HTTP 422 and nothing is written; with rollback-method=1 the response has an id or an error for each item, in input order.

Query parameters

Name	Type	Description
`validation-level`	integer	Bit mask that relaxes validation on this write. 0 (the default) validates everything. Bits: 2 skip unchanged fields, 4 skip admin-defined validations, 8 allow read-only fields, 16 skip relation checks, 32 skip value checks, 64 skip invalid recalculations, 128 skip step-checklist gates, 256 add conditional field requirements, 512 skip uniqueness checks. Add bits together (20 = 4 + 16); member names and comma lists such as 4,16 work too. A value with an internal-only bit is refused with HTTP 400, code 117.
`rollback-method`	integer	0, the default: one failed item fails the whole batch (HTTP 422, or 404 for an unknown id) and nothing is written. 1: the valid items are written and the call answers 200 with success false and one result per item, an id or an error, in input order. Check every item.

Request body

A JSON array of records: an item with an id updates, an item without one creates. Schema batchFormViewInput; the fields are in FormView fields. Required: hidden_item_ids, item_colors, name, owner_id.

Responses

200 Result per item, in request order: the id of the created or updated record, or the error.: success, data 400 Bad request 401 Not authenticated 422 Validation failed 429 Rate limited 500 Server error

curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/FormViews/batch-modify' \
  --request POST \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET" \
  --header 'Content-Type: application/json' \
  --data '[
  {
    "hidden_item_ids": {},
    "item_colors": {},
    "name": "Northwind form view",
    "owner_id": "37000000-0000-4000-a000-000000000001"
  },
  {
    "id": "23000000-0000-4000-a000-000000000001",
    "name": "Northwind form view (renamed)"
  }
]'

fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/FormViews/batch-modify', {
  method: 'POST',
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`),
    'Content-Type': 'application/json'
  },
  body: JSON.stringify([
    {
      hidden_item_ids: {},
      item_colors: {},
      name: 'Northwind form view',
      owner_id: '37000000-0000-4000-a000-000000000001'
    },
    {
      id: '23000000-0000-4000-a000-000000000001',
      name: 'Northwind form view (renamed)'
    }
  ])
})

import os

import requests

response = requests.post(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/FormViews/batch-modify",
    headers={
      "Content-Type": "application/json"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"]),
    json=[
      {
        "hidden_item_ids": {},
        "item_colors": {},
        "name": "Northwind form view",
        "owner_id": "37000000-0000-4000-a000-000000000001"
      },
      {
        "id": "23000000-0000-4000-a000-000000000001",
        "name": "Northwind form view (renamed)"
      }
    ]
)

POST Delete FormViews in a batch

Deletes the records whose ids are in the body, a JSON array. By default an unknown id fails the whole call with HTTP 404.

Query parameters

Name	Type	Description
`rollback-method`	integer	0, the default: one failed item fails the whole batch (HTTP 422, or 404 for an unknown id) and nothing is written. 1: the valid items are written and the call answers 200 with success false and one result per item, an id or an error, in input order. Check every item.

Request body

A JSON array of ids.

Responses

200 Result per id, in request order: the id of the deleted record, or the error.: success, data 400 Bad request 401 Not authenticated 404 Not found 422 Validation failed 429 Rate limited 500 Server error

curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/FormViews/batch-delete' \
  --request POST \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET" \
  --header 'Content-Type: application/json' \
  --data '[
  "23000000-0000-4000-a000-000000000001",
  "23000000-0000-4000-a000-000000000002"
]'

fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/FormViews/batch-delete', {
  method: 'POST',
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`),
    'Content-Type': 'application/json'
  },
  body: JSON.stringify(['23000000-0000-4000-a000-000000000001', '23000000-0000-4000-a000-000000000002'])
})

import os

import requests

response = requests.post(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/FormViews/batch-delete",
    headers={
      "Content-Type": "application/json"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"]),
    json=[
      "23000000-0000-4000-a000-000000000001",
      "23000000-0000-4000-a000-000000000002"
    ]
)

POST Restore deleted FormViews

Restores the deleted records whose ids are in the body, a JSON array.

Query parameters

Name	Type	Description
`rollback-method`	integer	0, the default: one failed item fails the whole batch (HTTP 422, or 404 for an unknown id) and nothing is written. 1: the valid items are written and the call answers 200 with success false and one result per item, an id or an error, in input order. Check every item.

Request body

A JSON array of ids.

Responses

200 Result per id, in request order: the id of the restored record, or the error.: success, data 400 Bad request 401 Not authenticated 404 Not found 422 Validation failed 429 Rate limited 500 Server error

curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/FormViews/batch-restore' \
  --request POST \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET" \
  --header 'Content-Type: application/json' \
  --data '[
  "23000000-0000-4000-a000-000000000001",
  "23000000-0000-4000-a000-000000000002"
]'

fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/FormViews/batch-restore', {
  method: 'POST',
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`),
    'Content-Type': 'application/json'
  },
  body: JSON.stringify(['23000000-0000-4000-a000-000000000001', '23000000-0000-4000-a000-000000000002'])
})

import os

import requests

response = requests.post(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/FormViews/batch-restore",
    headers={
      "Content-Type": "application/json"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"]),
    json=[
      "23000000-0000-4000-a000-000000000001",
      "23000000-0000-4000-a000-000000000002"
    ]
)

FormView fields

Field	Type	Notes
`id`	uuid	Read-only Unique identifier of entity.
`hidden_item_ids`	object	Required on create Ids of fields and webresources hidden from the form for this view.
`item_colors`	object	Required on create Per-item color overrides for fields and webresources in the form, keyed by item id.
`name`	string	Required on create Name of the entity and its default text representation.
`owner_id`	uuid → Clients	Required on create Id of the owning user.
`account_type_id`	uuid → AccountTypes	Id of the account type the form view applies to.
`contact_type_id`	uuid → ContactTypes	Id of the contact type the form view applies to.
`lead_type_id`	uuid → LeadTypes	Id of the lead type the form view applies to.
`oppty_type_id`	uuid → OpportunityTypes	Id of the opportunity type.
`share_mode`	integer	Who besides the owner can use the form view: nobody (Private, the default), the users and sales units in sharing_clients and sharing_units (Standard), or all …0 Standard · 1 Private · 2 AllView · 3 AllEdit
`use_lang`	boolean	When true, the form view name is treated as a translation key and localized in the UI; otherwise the literal name is shown.
`revision`	integer	Revision when entity was lastly changed.
`sharing_units`	array of uri → FormViewSharingSalesUnitRelations	Sales units that have been granted shared access to this form view (custom share mode).
`sharing_clients`	array of uri → FormViewSharingClientRelations	Users that have been granted shared access to this form view (custom share mode).
`is_delete_protected`	boolean	Read-only True when the record is protected against deletion because it must always exist in the space.

Show all 24 fields

Field	Type	Notes
`is_deleted`	boolean	Read-only Specifies if the entity is considered deleted.
`modified`	date-time	Read-only Last modification time.
`created`	date-time	Read-only Creation time.
`account_type`	uri → AccountTypes	Read-only Account type the form view applies to.
`contact_type`	uri → ContactTypes	Read-only Contact type the form view applies to.
`lead_type`	uri → LeadTypes	Read-only Lead type the form view applies to.
`oppty_type`	uri → OpportunityTypes	Read-only Opportunity type the form view applies to.
`owner`	uri → Clients	Read-only User who owns the form view.
`entity_type_id`	uuid	Read-only Id of the type the form view is configured for, derived from whichever of the per-entity-type relations is set.

Custom fields appear in your space's live spec: fetch it with your credentials.

Errors

Every error body has success: false, http_status, code, name and message. Branch on code: the status alone does not tell a missing permission from a bad parameter. All codes: error codes; how to handle them: Errors.

HTTP	When
400	Bad request: a bad or unknown parameter (codes 117, 118), a missing permission (code 50), conflicting data (code 2002) or any other API error. The REST API answers 400 where others answer 403 or 409; check `code`.
401	Not authenticated: missing or wrong credentials, a credential of another space, or an expired token (code 401, ERROR_UNAUTHORIZED).
404	No such record or entity (code 143 ERROR_NO_ENTITY, or 2006 ERROR_UNKNOWN_TYPE).
422	Validation failed (code 40000, with the failing fields) or a required parameter is missing (code 119). By default one failed item fails a whole batch and nothing is written.
429	Too many requests (code 182). Wait for the seconds in Retry-After, then retry.
500	Unexpected server error (code 1000, ERROR_UNKNOWN).