eoCreateTransactionUploadDocument
Action Parameter
eoCreateTransactionUploadDocument
Purpose
To create a one-step flow to create a transaction and upload a document
Description
To extend the eoCreateTransaction call to allow the user to upload a document at the same time.
Type
Coarse
Preconditions
User must be logged in
Parameters
Required
Parameter
Value
Description
transactionName
String to be used as the transaction's ID value
loanOriginationId
Loan Origination ID
transactionDescription
Free-form string used to describe the transaction
transactionTypeName
A pre-configured template that can set a default name, description, task template, state, business process, and DPTs.
transactionStateName
The name of the state for the transaction
transactionXRef1
Cross-reference value for transaction
transactionXRef2
Cross-reference value for transaction
transactionXRef3
Cross-reference value for transaction
customField
Add
Name of custom field configured for organization
transactionExtraData
Extra data about the transaction.
dptName
The name of the Document Profile Template to be used
srcFile
The document to be stored
documentFileName
The file name of the source file; this should include extension
mimeType
application/pdf
application/msword
application/vnd.openxmlformats-officedocument.wordprocessingml.document
text/plain
application/vnd.ms-excel
application/vnd.openxmlformats-officedocument.spreadsheetml.sheet
application/lotus123
text/comma-separated-values
text/csv
application/csv
application/vnd.ms-powerpoint
application/vnd.openxmlformats-officedocument.presentationml.presentation
image/bmp
image/jpeg
application/postscript
application/png
image/png
application/x-png
image/tiff
image/gif
image/x-xbitmap
application/x-smartdoc
The document mime/type
dpName
The name of the document profile
dpDescription
A description associated with the document profile
dpXRef1
Cross-reference value for document
dpXRef2
Cross-reference value for document
dpXRef3
Cross-reference value for document
dpExtraData
Extra information about the document profile
dpStateName
The name of the state for the document
applyStoredFormFieldsTemplate
false
true
This merge form fields that are attached to a DPT when the document is stored.
Response
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