Discussions
Pulling Licensed Staff List
Hey all! Could someone give me a hint for how to pull a list of licensed users via the API? I've been searching around in the Group, Role, User, UserSecurity endpoints and I'm warm but I can't home in on it.
Extracting Documents Saved in a Panel
Hello; we have a client moving away from iMIS who have requested the documents saved in a panel source be exported and saved to the file system. They have around 4000 of these, so these can't feasibly be manually downloaded one by one.
Logging Communications Sent Via Third-Party Apps
Good afternoon,
Importing Subs (using iDMS) without creating invoices
We have a new client who is moving to iMIS from an alternate system.
Documentation for client-side iParts with configuration options?
I realize this is an obtuse question, but I can't find the documentation - or a real-life example or anything - for how to add configuration options to a client-side (JavaScript) iPart. I'm not a rookie at iParts, just haven't had a need to add a config option in until now. There are a couple of discussions on the topic but nothing that makes sense. I'm not using Angular if it matters. Thanks.
Cancelling orders with iMIS REST API
I reviewed the following discussion item about canceling orders with the iMIS REST API. It didn't work for me. When testing from Postman, I get the following errors: 'Cannot cancel a completed order.' and 'Order number 4607.00 does not exist.'
Paying open invoices with check.
Hello,
Possible to update the Note field in an Order?
Order has been placed, includes a note - the order might be in one of the stages (not necessarily closed). Is it possible to update the note field via the API? There aren't many PUT options in the documentation with respect to orders. Thanks.
Is it possible to reverse an invoice through the API?
It seems like this is documented, but when I attempt it, I get a 501 Operation Not Implemented. I attempted to call the /api/Invoice/_execute endpoint with the ProcessOrderReversal operation.
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.
