Bound Action

The BusinessLeadHandling projection is used to demonstrate how to call an action that is related to a particular record.

In this case, an action is called to set the status of a given lead to In Progress.

Before you Begin

1. Obtain the access token by following the steps given in the Authentication page.
2. Make sure the user you used while obtaining the access token, has the permission set granted to access the BusinessLeadHandling projection used in the quick start. To do this, first, let's create a permission set.
   1. Navigate to Solution Manager > Users and Permissions > Permission Sets.
   2. Click on the "+" icon and create a new permission set as shown below.
   3. Tick the checkbox corresponding to the newly created permission set and click Details.
   4. Select Projections from the left navigation.
   5. In the Granted Projections panel, click Add/Revoke and select Add from the dropdown that appears.
   6. Filter by the projection name, BusinessLeadHandling.
   7. Tick the checkbox and click OK.
   
   The required projection will be added to the permission set as shown above. Now let us add the user to this permission set.
   1. Select Users Granted from the left navigation.
   2. In the Users Granted panel, click Add Users.
   3. Filter using the same user name you used while you created the client for the authentication process.
   4. Click OK.
   

In IFS Cloud

1. Navigate to Solution Manager > Integration > API Explorer. Alternatively, search for API Explorerin the search bar.

2. Filter by API Name, BusinessLeadHandling.

3. Navigate to the API Documentation as shown below.

   

4. In the API documentation, select BusinessLeads on the left navigation and click on Invoke Action SetInProgress.

5. Copy the URL provided in the right panel.

   

In Postman

1. Open a new POST request and paste the URL you copied from the API Doc in the previous step as the Request URL. Modify the LeadId in the URL so that it corresponds to the lead whose status needs to be set.

2. Make sure that the header tab has an Authorization key with the value in the format of Bearer <access token> as shown below. This is the access token you obtained while authenticating the request.

3. Enter the value of @odata.etagas the If-Match key in the Headers tab. You can find the etag value by calling the GET Request for an Array.

   

4. Click Send.

The status of the lead is not set to In Progress.