Updating Preset Value of a Step UDF through API
Use the API to update the preset value of a user-defined field (UDF)/custom field configured on a step.
From your test server:
GET a chosen UDF/custom field.
Do a PUT and include a new line.
For example, to add 'My new preset', insert the preset (My new preset), after your last value in your XML:
This tool is powerful when integrating with external systems and combined with the Begin Work trigger. For example, it can be used to reach out to an external source with a script, initiated with the Begin Work trigger. The script makes sure that the presets for the Step Details UDFs/custom fields are always up to date and in sync with the server—before entering the Record Details screen.
Last updated