Platform

Save a view of a grid

Keep a reading of a grid under a name, in the person’s own «Viste» menu of that page — what «Viste → Salva vista» does. The query takes the SAME keys and grammar as the query of custodo_view_link (q, filter, sort, group, type, status, direction, from, to, scope, assignee, role, kind, category, date, view): pass exactly the reading the person asked to keep, usually the one you just opened. A view with the same name on that grid is refused unless replace_existing is true, which replaces its reading. It changes no records. At most 50 views per grid, names up to 60 characters. Grids with views: documents, anagrafiche, attivita, checklist, condivisione, condivisione/destinatari, conservazione, conservazione/versamenti, conservazione/esibizioni, conservazione/scarti, crm, crm/lead, crm/attivita, email, firme, firme/da-firmare, firme/firmate-da-me, raccolta, raccolta/richieste, spese, spese/note, workflow, workflow/flows, agenti.

post/api/v1/rest/views

Request

  • Base URL: https://api.custodo.ai
  • URL: https://api.custodo.ai/api/v1/rest/views
  • Auth: HTTP bearer

Headers

X-Tenant-Idstring uuid

The organisation to act in. An API key is bound to exactly one, so this is optional for a key and must match the one it was minted for.

Request body

module'core' | 'documents' | 'anagrafiche' | 'tabelle' | 'email' | 'whatsapp' | 'workflow' | 'attivita' | 'calendario' | 'checklist' | 'crm' | 'firme' | 'raccolta' | 'condivisione' | 'bi' | 'spese' | 'conservazione' | 'integrazioni' | 'agenti' required

The page’s module, e.g. documents.

pagestring

One of the module’s tabs, when the grid is not its first page (e.g. spese note).

namestring required

The view’s name.

replace_existingboolean

Replace the reading of a view that already has this name.

Response

Done. data is the tool’s own answer.

oktrue required
dataunknown required

Changes

No recorded changes to this operation across all 1 revision of this API.