Send ID Check
The following command block is an example of how to request an ID check, this is very similar to sending a questionnaire, but with some extra optional parameters:
When requesting ID Checks for cases with multiple clients, it is recommended to put the clients name in the title so that the clients can easily differentiate between them.
Send ID Check Parameter Definitions
The following table describes the parameters that can be used in the send ID check command block:
Parameter | Type | Required | Default | Repeatable | Description |
|---|---|---|---|---|---|
brackets | Enum: {, [, < | No | { | No | The encapsulating brackets to use |
notifySuccess | Email Address | No | No | Who to notify upon successful completion | |
notifyError | Email Address | No | Email Return Address | No | Who to notify of processing errors, if not specified then the email return address will be used |
quietMode | True, False | No | False | No | If true then turn off all notifications |
types | SEND_ID_CHECK | Yes | No | The type of command to be performed | |
caseReference | String | Yes | No | The case reference, a unique identifier you use to identify the case | |
templateId | Integer | Yes | No | The ID of the questionnaire template that you would like to use | |
title | String | Yes | No | A brief description of the questionnaire for the client to identify in their todo list | |
message | String | Yes | No | A brief message to accompany the questionnaire | |
reference | String | No | No | Your reference for the questionnaire so that you can match it when it is returned completed | |
sender | String | No | The email sender | No | The sender of the notification that the process step has been completed, defaults to the sender of the email |
replyTo | Email Address | No | Yes or comma separated | Set this parameter if you would like to update the case reply to | |
sendPushNotification | Boolean | No | True | No | Whether to send a notification to the users devices |
bundleIdentifier | String | No | No | The bundle identifier to associate to or create an event bundle that this ID Check is attached to, refer to the event bundle documentation for more information | |
bundleRecipients | Email Addresses (comma separated) | No | No | The bundle recipients, comma separated email addresses, who will receive a notification when the event bundle has been completed | |
bundleReminder | Reminder String | No | Yes | An event bundle reminder, to be sent when the event bundle has not been completed, please refer to the event bundle documentation | |
questionnaireData | Combined Pre Population String | No | No | A field to hold the pre-population data, see the section on pre-populating data | |
question | Pre Population String | No | Yes | A field to hold individual question pre-population data, please see the section on pre-populating data | |
contactTitle | String | No | No | Pre-populates the contacts title in the ID Check | |
contactForename | String | No | No | Pre-populates the contacts forename in the ID Check | |
contactMiddleNames | String | No | No | Pre-populates the contacts middle names in the ID Check | |
contactSurname | String | No | No | Pre-populates the contacts surname in the ID Check | |
contactProperty | String | No | No | Pre-populates the contacts property address property line in the ID Check | |
contactStreet | String | No | No | Pre-populates the contacts property address street line in the ID Check | |
contactCity | String | No | No | Pre-populates the contacts property address city line in the ID Check | |
contactPostcode | String | No | No | Pre-populates the contacts property address postcode line in the ID Check | |
contactDateOfBirth | Date (dd/mm/yyyy) | No | No | Pre-populates the contacts date of birth in the ID Check | |
contactTelephoneNumber | String | No | No | Pre-populates the contacts telephone number in the ID Check |