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Update a participant in a contract

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Updating participant attributes

Using the PUT /contracts/{contract_id}/parties/{party_id}/participants/{participant_id} endpoint, you can update attributes of an existing participant in a contract.

Currently, you can update the following attributes of an existing participant:

  • _permissions
  • delivery_channel
  • email
  • identification_number
  • name
  • phone_number
  • sign_method
  • signatory
  • title
  • two_step_authentication_method.

🚧

Note:

If you run the PUT request with an empty request body,{}, the request won't update the specified participant.

❗

Note:

The owner-side participants cannot update the email attribute.

Step 1. Obtain necessary information

To run the script described in this step, you’ll need the following data:

Headers
x-oneflow-api-token You will only be able to run the script using a valid API token. You can create an API token in the Oneflow web application. Find out more in the Authentication section.
x-oneflow-user-email Your Oneflow user account email.
Path parameters
CONTRACT_ID The unique ID of the contract where you want to update the participant. You can find the contract ID using the contracts endpoint.
PARTY_ID The unique ID of the participant's party. You can find the party ID using the Get parties endpoint.
PARTICIPANT_ID The unique ID of the participant you need to update. You can find the participant ID using the Get a party by ID endpoint.
Body
_permissions[object]
contract:update When set to true, the participant can make changes to the contract. Please read more about permissions here.
delivery_channel Defines the channel that the system will use to send contract-related notifications to the participant. Select this attribute only based on the selected template’s available options. To learn more about delivery_channeltypes, please see Delivery channels.
email The participant's email attribute is mandatory based on the delivery_channel and two_step_authentication_method, e.g., if the delivery channel is email, then the participant's email is required.
identification_number The date of birth, SSN, personal number, etc., of the participant.
name The participant's name.
phone_number The participant's phone_number attribute is mandatory based on the delivery_channel and two_step_authentication_method, e.g., if the delivery channel is sms, then the participant's phone_number attribute is required.
sign_method Shows the selected method of signing the contract. One of the Sign methods.
signatory Indicates if the participant can sign the contract.
title The title of the participant.
two_step_authentication_method Shows the selected two-step authentication methods. One of the Two-step authentication method options.

Step 2. Run the code

Replace the values of the parameters in the following command with the actual data from your account and run it:

curl --request PUT \
     --url https://api.oneflow.com/v1/contracts/100109/parties/360190/participants/180219 \
     --header 'Accept: application/json' \
     --header 'Content-Type: application/json' \
     --header 'x-oneflow-api-token: 9841f1ee533681c3ea6a438560f2bb6c73b76675' \
     --header 'x-oneflow-user-email: [email protected]' \
     --data '
{
    "_permissions": {
        "contract:update": true
    },
    "email": "[email protected]",
    "identification_number": "19340410-1473",
    "name": "John Doe II",
    "phone_number": "+46 8 517 297 70",
    "signatory": false,
    "title": "Vice President - Sales"
}'

import requests

url = "https://api.oneflow.com/v1/contracts/100109/parties/360190/participants/180219"

payload = {
    "_permissions": {
        "contract:update": True
    },
    "email": "[email protected]",
    "identification_number": "19340410-1473",
    "name": "John Doe II",
    "phone_number": "+46 8 517 297 70",
    "signatory": False,
    "title": "Vice President - Sales"
}
headers = {
    "Accept": "application/json",
    "x-oneflow-api-token": "9841f1ee533681c3ea6a438560f2bb6c73b76675",
    "x-oneflow-user-email": "[email protected]",
    "Content-Type": "application/json"
}

response = requests.request("PUT", url, json=payload, headers=headers)

print(response.text)

Expected response

{
    "_links": {
        "contract": {
            "href": "https://api.oneflow.com/v1/contracts/100109"
        },
        "party": {
            "href": "https://api.oneflow.com/v1/contracts/100109/parties/360190"
        },
        "self": {
            "href": "https://api.oneflow.com/v1/contracts/100109/parties/360190/participants/180219"
        }
    },
    "_permissions": {
        "contract:update": true
    },
    "_private_ownerside": {
        "created_time": "2022-08-09T12:45:03+00:00",
        "first_visited_time": null,
        "last_visited_time": null,
        "updated_time": "2022-08-12T05:34:31+00:00",
        "visits": 0
    },
    "delivery_channel": "email",
    "delivery_status": "success",
    "email": "[email protected]",
    "id": 180219,
    "identification_number": "19340410-1473",
    "my_participant": false,
    "name": "John Doe II",
    "organizer": false,
    "phone_number": "+46 8 517 297 70",
    "sign_method": "standard_esign",
    "sign_state": "undecided",
    "sign_state_updated_time": null,
    "signatory": false,
    "title": "Vice President - Sales",
    "two_step_authentication_method": "none"
}

Response codes

StatusMeaningDescription
200OKReturns the updated participant.
400Bad RequestInvalid format or content of the request.
401UnauthorizedThe API token or the user email is invalid.
403ForbiddenThe request is not authorized by the server.
404Not FoundA required entity is missing.
409ConflictA conflict occurred with the current state of the target resource.

Updated over 1 year ago