How do we use the “Create Project” call if not all the data is available in our ERP system?
The Create Project call can be used to automatically trigger project creation in DocBoss when an order is added to an external system.
When a doc control user creates a new project in DocBoss, they typically have information from the Vendor Document Requirements List (VDRL) that may not be stored in your ERP system. When creating a project automatically via the API, we recommend using some placeholder data for information that is unknown in the ERP system, which the doc control user can update later.
Here’s an example of how the mandatory fields might be filled out:
| Field | Example |
| template_id | Project Template ID from |
| type | Use “order” unless requested otherwise. |
| affiliate_id | Look up using “Company Details” call. Only applicable if affiliates are used in your system. |
| affiliate_address_id | From company profile. |
| customer_id | Look up using “Company Details” call. |
| customer_address_id | From company profile. |
| stepX_users[] | (X is one of 1,2,3,4). If the role is set as required on the project template, it will be required when using the Create Project call. You can use a placeholder reviewer user and name them “Not Yet Assigned”. Doc control users can then filter the Project List by projects belonging to this user, and assign themselves to the project instead. |
| list_type | Internal |
| doc_code_list_id | Use the “Document Codes Lists” call to look up for affiliate. Add “Primary/Cross Reference List” (or the name used for default list for that company”. |
| status_list_type | Internal |