Discussions

Anyone Optimizing iMIS Automation Rules for High-Volume Workflows?

I have been deep in the weeds with iMIS EMS automation rules lately, and I figured I’d toss this out here because I know a bunch of you have way more battle scars than I do. I’m working on a project where the organization sends out a ridiculous number of triggered communications renewal nudges, event confirmations, onboarding steps, all happening at once and things get messy fast.

yesterday

Answered

OrderLine with non-dues subscription

In reference to this: https://developer.imis.com/docs/purchasing-non-dues-subscriptions

26 days ago by Brian Hines

Answered

/api/QueryDefinition/_execute - GetRestAccess ... results

Trying to use /api/QueryDefinition/_execute with the GetRestAccess option. (First off, shout out to Moli for the reminder that the documentation is (still) wrong.) The response, while technically complete and correct, includes the results in an overly complex/verbose format. I (assume) the endpoint is to check the setting for the "Available via REST API" checkbox, at least that's what I'm using it for, and I would expect a response to include (somewhere) a simple yes/no, true/false, 1/0 etc. Instead the result is:

29 days ago by Jake Bound

Answered

EMS - Override UnitPrice on a non-dues subscription API request

I'm following the instructions in this article: https://developer.imis.com/docs/purchasing-non-dues-subscriptions

this month by Brian Hines

Answered

Adjusting a Persisted Cash Dues Invoice

Using the REST API we would like to adjust a dues invoice. The response is "OperationNotAvailable".
We are using the execute method with the ProcessCashAdjustment.
Here is the our JSON:

last month by mb

Answered

Can the "user class" be editing using the API?

I assume not but wanted to check. Is it possible to move someone from full user to public user? UserSecurity/RemoveUserRoles can remove the sysadmin role if it's there (or other roles) but can't change the expiration date or mark it disabled. Wondering if the API can demote the user to a public user. Thanks.

last month by Jake Bound

Answered

Where in the Postman collection does it show how to make a call to /api/query?

I think I've asked this before, but I seem to be running into it again. The API reference contains nothing for /api/query (replacing the deprecated but still accessible /api/iqa); I believe last time I asked I was pointed to /api/QueryService. I just checked the most recent Postman collection and there's nothing in there either. I know how to build/make/parse the calls, but I'm trying to point someone else to something in the documentation, so I don't have to explain it and I'm having trouble. Where is it? https://developer.imis.com/v1.0.1/reference/query-results1 still works but it's kind of dumb to point someone to 7-year-old documentation especially when it's been replaced. Thanks.

last month by Jake Bound

Answered

ComboOrder API - Note field of the Order

I'm registering people to events through the iMIS ComboOrder API, I see there is a field called "Notes" in the Orders BO, is it possible to populate that field as part of the ComboOrder JSON? I tried but I don't see the value when querying the CSOrders entity in iMIS, it was included in the Response I get when making the API call but don't know how to find it in iMIS.

last month

Answered