SEservicechannel
Proposals

Assign a proposal to a user

Assigns the proposal to the specified user in the subscriber’s organization. If the proposal already has an assignee, the appointed user is updated. <br />Note: You cannot assign a proposal in the Approved or Rejected status. <br />Example Request

            PUT /proposals/{proposalId}/assignUser
            {
              "UserId": 1682923,
              "Comments": "Material costs to be reviewed",
              "UserEmail": "cajunsoulrestaurant@gmail.com",
              "Note": "Material costs are higher than expected",
              "PinNote": true
             }
put/proposals/{proposalId}/assignUser

Request

Path parameters

proposalIdinteger required

The unique numeric identifier of the proposal to assign to the specified user.

Request body

UserIdinteger required

The unique numeric identifier of the user to assign the proposal to.

Commentsstring

Your comment describing why you are assigning or reassigning the proposal to the specified user.

UserEmailstring

The email address to send a notification about the assigned proposal to. The default is the email address of the user who is assigned the proposal.

ReasonStringstring

Reason for approving the proposal. Don’t pass when assigning the proposal to a user.

Notestring

Note added upon assigning or reassigning the proposal.

PinNoteboolean

When set to true, adds the proposal Note as a pinned note on the associated work order. When set to false, the proposal Note is added as an ordinary note on the associated work order. Note: To pin a proposal note added upon assignment/reassignment, subscribers should have an additional feature enabled: PRPAssignToWONote. This feature posts proposal assignment notes on the associated work order.

Response

The proposal is assigned to the specified user, and the response is intentionally blank.

Changes

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