Forms Data - Web Service
NOTE: SOAP are legacy web services originally developed for the Quik! APIs. At this time, they are deprecated and no longer in use. This guide is here for documentation purposes only.
To show a list of forms to your end users, you will need to manage a list of forms available to the user. Maintaining this list is done via the forms data web service. The web service requires user authentication information as well as dealer parameters in order to return the correct list of forms. In all valid requests, the list of forms can include any or all public dealer forms, broker/dealer forms, plus any other private dealer forms that the customer is specifically allowed to access.
Please see the QuikFormsWizard web application project with accompanying SQL Server database for a turnkey solution!
PLEASE VISIT THE URL'S BELOW FOR THE LATEST XML FORMAT
Service URL: https://websvcs.quikforms.com/qfem/v5500/formsdatawebservice.asmx
Service WSDL: https://websvcs.quikforms.com/qfem/v5500/formsdatawebservice.asmx?WSDL
Forms Data Methods
The following methods are used to obtain all the data you need to properly display form information to your users. You should update your list of forms and dealers at least once per week, if not daily. You can update any other information as often as you'd like, but probably only need to once per month.
Each of the data sets returned by the methods below correspond to a table in your database (tables are provided – see section named "Managing And Displaying Forms To Users").
- GetFormsList – returns a list of subscribed forms
- GetDealerList – returns a list of subscribed dealers and attributes
- GetDealerTypes – returns a list of dealer types
- GetDealerTypeXREF – returns a list of dealers and their associated dealer types
- GetCategoryList – returns a list of form categories
- GetFormCategoryXREF – returns a list of forms and their associated categories
- GetFormStateXREF – returns a list of states each form applies to
- GetStatesList – returns a list of states used with forms
- GetFormTransTypeXREF – returns a list of forms and their assigned transaction types
- GetFormTransTypes – returns a list of transaction types that can be assigned to forms
- GetFormSignRoles – returns a list of signatory roles on a set of forms
- GetFormsListByCompanyAndShortName – returns a list of subscribed forms with Company and ShortName parameters
- GetPublicDealerList – returns a list of all public form dealers in the Quik! form library
- GetDealerListBySecurityLevel– returns a list of subscribed dealers and attributes with a security level parameter. The security level determines if a dealer is public, semi public, private or semi private.
- GetFormsListWithESignFlag – returns a list of subscribed forms and includes the attribute "IsEsignable" to know which forms have E-Sign enabled.
Form Group Methods
There are two ways to manage form groups. Using the methods below in this service you can manage form groups on your account tied to a CustomerID and a UserID. Another way to manage form groups is at the Product License level using the From Groups by License web service (Form Groups by License – Web Service).
The methods shown below work across your master account for specific UserIDs. To return the form groups you create while logged into your master account use the master account UserID in this service (which often times is your only UserID).
- AddFormsToGroup – Adds forms to an existing form group
- AddGroup – Creates a new form group
- DeleteFormsFromGroup – Deletes forms from a form group
- DeleteGroup – Deletes a form group
- EditFormGroup – Edit form group attributes
- FormGroups – Return a list of form groups by UserID
- FormGroupsWithFormsByUserID - Return a list of form groups and the underlying forms by UserID
- FormsByGroupIDs – Return the forms within one or more form groups
- AddFormsToGroupByCustomerID – Adds forms to an existing form group, based on a given Customer ID (not userID)
- AddGroupByCustomerID – Creates a new form group, based on a given Customer ID (not userID)
- DeleteFormsFromGroupByCustomerID – Deletes forms from a form group, based on a given Customer ID (not userID)
- DeleteGroupByCustomerID – Deletes a form group, based on a given Customer ID (not userID)
- EditFormGroupByCustomerID – Edit form group attributes, based on a given Customer ID (not userID)
- FormGroupsByCustomerID – Return a list of form groups, based on a given Customer ID (not userID)
GetFormsList Details
Returns a list of the forms you have subscribed to and wish to show to your users.
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <GetFormsList xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <FormIDList>string</FormIDList> <DealerIDList>string</DealerIDList> <DealerName>string</DealerName> <FormCategoryIDList>string</FormCategoryIDList> <FormShortName>string</FormShortName> <FormStatusIDList>string</FormStatusIDList> <PublishDateFrom>dateTime</PublishDateFrom> <PublishDateTo>dateTime</PublishDateTo> <LitNo>string</LitNo> <DealerTypeIDList>string</DealerTypeIDList> <DealerStatusIDList>string</DealerStatusIDList> <StateIDList>string</StateIDList> <FormTransTypeIDList>string</FormTransTypeIDList> <RecordCount>int</RecordCount> </GetFormsList> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
The GetFormsList method returns a list of the customer's subscribed forms. Search criteria can be used to return subsets of records for real-time end-user searches. If using these web services to perform real-time queries, then this is the last web service to call.
NOTE: This endpoint will return the first record found ordered by publish date. If a form exists in both FINAL and PUBLISH statuses in the Quik! system, then only the PUBLISH version will be returned. If there's a form only in FINAL status (not yet published), that record will be returned.
Field Name | Data Type | Length | Required? | Description |
FormIDList | String | 8000 chars | NO | CSV list of unique form IDs |
DealerIDList | String | 8000 chars | NO | CSV list of unique dealer IDs |
DealerName | String | 1000 chars | NO | Quik! dealer company name |
FormCategoryIDList | String | 8000 chars | NO | CSV list of form category IDs |
FormShortName | String | 250 chars | NO | Short descriptive name of the form |
FormStatusIDList | String | 8000 chars | NO | CSV list of form status IDs |
PublishDateFROM | Date | NO | The minimum date form was published to Quik! users | |
PublishDateTO | Date | NO | The maximum date form was published to Quik! users | |
LitNo | String | 100 chars | NO | Literature number of the form, as provided by the dealer |
DealerTypeIDList | String | 8000 chars | NO | CSV list of dealer type IDs |
DealerStatusIDList | String | 8000 chars | NO | CSV list of dealer status IDs |
StateIDList | String | 8000 chars | NO | CSV list of state IDs |
FormTransTypeIDList | String | 8000 chars | NO | CSV list of transaction type IDs |
RecordCount | Integer | YES | The number of records to return (0 will return all available records) |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <GetFormsListResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <GetFormsListResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </GetFormsListResult> </GetFormsListResponse> </soap:Body> </soap:Envelope>
Result Fields
The GetFormsList method returns a list of the customer's subscribed forms. Search criteria can be used to return subsets of records for real-time end-user searches. If using these web services to perform real-time queries, then this is the last web service to call.
Field Name | Data Type | Length | Description |
FormID | Integer | Quik! unique form ID | |
DealerID | Integer | Quik! unique dealer ID | |
DealerName | String | 1000 chars | Quik! dealer company name |
FormShortName | String | 250 chars | Short descriptive name of the form |
FormDesc | String | 1000 chars | Long description of the form |
FormStatusID | Integer | Form status (1 = active / 2 = inactive) | |
PublishDate | Date | Date form was published to Quik! users | |
FileSize | Integer | File size of form's PDF file in bytes | |
LitNo | String | 100 chars | Literature number of the form, as provided by the dealer |
NoPages | Integer | Number of pages in the form's PDF file | |
DealerStatus | String | 255 chars | Dealer status description |
GetDealerList Details
Returns a list of dealers and their attributes based on the forms that you have subscribed to. This information is helpful for displaying a form's dealer (company) name.
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <GetDealerList xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <DealerIDList>string</DealerIDList> <DealerName>string</DealerName> <DealerStatusIDList>string</DealerStatusIDList> <DealerTypeIDList>string</DealerTypeIDList> </GetDealerList> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
The GetDealerList method returns a list of the customer's subscribed dealers and attributes.
Field Name | Data Type | Length | Required? | Description |
DealerIDList | String | 8000 chars | NO | CSV list of unique dealer IDs |
DealerName | String | 1000 chars | No | Quik! dealer name (form company) |
DealerStatusIDList | String | 8000 chars | NO | CSV list of dealer status IDs |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <GetDealerListResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <GetDealerListResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </GetDealerListResult> </GetDealerListResponse> </soap:Body> </soap:Envelope>
Result Fields
Field Name | Data Type | Length | Description |
DealerID | Integer | Quik! dealer unique ID | |
DealerName | String | 1000 chars | Quik! dealer name (form company) |
DealerStatusID | Integer | Dealer status unique ID | |
DealerStatus | String | 255 chars | Dealer status description |
GetDealerTypes Details
Returns a list of dealer types that apply to the companies that provide forms. Dealer types include Insurance, Annuity, Broker/Dealer, Clearing House, etc.
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <GetDealerTypes xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <DealerTypeIDList>string</DealerTypeIDList> </GetDealerTypes> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
The GetDealerTypes method returns a list of dealer types for use when selecting dealers.
Field Name | Data Type | Length | Required? | Description |
DealerTypeIDList | String | 8000 chars | NO | CSV list of dealer type IDs |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <GetDealerTypesResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <GetDealerTypesResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </GetDealerTypesResult> </GetDealerTypesResponse> </soap:Body> </soap:Envelope>
Result Fields
Field Name | Data Type | Length | Description |
DealerTypeID | Integer | Dealer type unique ID | |
DealerType | String | 255 chars | Dealer type |
DealerTypeDesc | String | 255 chars | Dealer type description |
GetDealerTypeXREF Details
The GetDealerTypeXREF method returns a list of dealers and their associated dealer types.
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <GetDealerTypeXREF xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <DealerIDList>string</DealerIDList> <DealerTypeIDList>string</DealerTypeIDList> </GetDealerTypeXREF> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
To limit the results of this web service pass in DealerIDs and/or DealerTypeIDs.
Field Name | Data Type | Length | Required? | Description |
DealerIDList | String | 8000 chars | NO | CSV list of unique dealer IDs |
DealerTypeIDList | String | 8000 chars | NO | CSV list of dealer type IDs |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <GetDealerTypeXREFResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <GetDealerTypeXREFResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </GetDealerTypeXREFResult> </GetDealerTypeXREFResponse> </soap:Body> </soap:Envelope>
Result Fields
Field Name | Data Type | Length | Description |
DealerID | Integer | Quik! dealer unique ID | |
DealerTypeID | Integer | Dealer type unique ID |
GetCategoryList Details
Returns a list of form categories. A form category is defined within Quik! to better organize the form along a line of business or type of transaction (e.g. Mutual Funds, Insurance, Annuity, College Planning, Retirement, etc.).
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <GetCategoryList xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <FormCategoryIDList>string</FormCategoryIDList> </GetCategoryList> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
The GetCategoryList method returns a list of form categories for use when selecting dealers and forms.
Field Name | Data Type | Length | Required? | Description |
FormCategoryIDList | String | 8000 chars | NO | CSV list of form category IDs |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <GetCategoryListResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <GetCategoryListResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </GetCategoryListResult> </GetCategoryListResponse> </soap:Body> </soap:Envelope>
Result Fields
Field Name | Data Type | Length | Description |
FormCategoryID | Integer | Form category unique ID | |
FormCategory | String | 255 chars | Form category |
FormCategoryDesc | String | 1000 chars | Form category description |
GetFormCategoryXREF Details
The GetFormCategoryXREF method returns a list of forms and their associated categories for use when selecting dealers and forms.
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <GetFormCategoryXREF xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <FormIDList>string</FormIDList> <FormCategoryIDList>string</FormCategoryIDList> </GetFormCategoryXREF> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
To limit the number of records returned pass in a FormID or FormCategoryID list.
Field Name | Data Type | Length | Direction | Display | Required? | Description |
FormIDList | String | 8000 chars | In | NO | NO | CSV list of unique form IDs |
FormCategoryIDList | String | 8000 chars | In | NO | NO | CSV list of form category IDs |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <GetFormCategoryXREFResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <GetFormCategoryXREFResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </GetFormCategoryXREFResult> </GetFormCategoryXREFResponse> </soap:Body> </soap:Envelope>
Result Fields
Field Name | Data Type | Length | Direction | Display | Required? | Description |
FormID | Integer | Out | YES | YES | Quik! unique form ID | |
FormCategoryID | Integer | Out | YES | YES | Form category unique ID |
GetFormStateXREF Details
Returns a list of forms and the corresponding state(s) the form applies to. This table only contains a Form ID and State Code when a form is specific to one or more states (e.g. in the case of life insurance forms). If a form does not have an entry in this table, then the form is not state-specific.
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <GetFormStateXREF xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <FormIDList>string</FormIDList> <StateIDList>string</StateIDList> </GetFormStateXREF> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
The GetFormStateXREF method returns a list of states that apply to each form, which is used to determine the forms to display when a user selects a state.
Field Name | Data Type | Length | Required? | Description |
FormIDList | String | 8000 chars | NO | CSV list of unique form IDs |
StateIDList | String | 8000 chars | NO | CSV list of state IDs |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <GetFormStateXREFResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <GetFormStateXREFResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </GetFormStateXREFResult> </GetFormStateXREFResponse> </soap:Body> </soap:Envelope>
Result Fields
Field Name | Data Type | Length | Description |
FormID | Integer | Quik! form unique ID | |
StateID | Integer | State unique ID | |
StateCode | String | 6 chars | State code assigned to the form |
GetStatesList Details
Returns a list of states that can be used with forms.
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <GetStatesList xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <StateIDList>string</StateIDList> </GetStatesList> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
To limit the number of states listed, pass in a list of StateIDs to return.
Field Name | Data Type | Length | Direction | Display | Required? | Description |
StateIDList | String | 8000 chars | In | NO | NO | CSV list of state IDs |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <GetStatesListResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <GetStatesListResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </GetStatesListResult> </GetStatesListResponse> </soap:Body> </soap:Envelope>
Result Fields
Field Name | Data Type | Length | Description |
StateID | Integer | State unique ID | |
StateCode | String | 6 chars | State abbreviation |
StateName | String | 100 chars | Name of the state |
SortOrder | Integer | Sort order of states instead of alpha sorting |
GetFormTransTypeXREF Details
Returns a list form and the transaction types assigned to the form. Transaction types include "New Account", "Account Update", "Account Transfer", etc. For a list of transaction types, run the GetFormTransTypes method below.
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <GetFormTransTypeXREF xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <FormTransTypeIDList>string</FormTransTypeIDList> <FormIDList>string</FormIDList> </GetFormTransTypeXREF> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
There are no SOAP Body parameters required to run this method.
Field Name | Data Type | Length | Required? | Description |
FormTransTypeIDList | String | 8000 chars | NO | CSV list of transaction type IDs |
FormIDList | String | 8000 chars | NO | CSV list of unique form IDs |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <GetFormTransTypeXREFResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <GetFormTransTypeXREFResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </GetFormTransTypeXREFResult> </GetFormTransTypeXREFResponse> </soap:Body> </soap:Envelope>
Result Fields
Field Name | Data Type | Length | Description |
FormID | Integer | Quik! form unique ID | |
FormTransTypeID | Integer | Transaction type assigned to the form |
GetFormTransTypes Details
Returns a list transaction types that can be assigned to a form. Transaction types include "New Account", "Account Update", "Account Transfer", etc.
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <GetFormTransTypes xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <FormTransTypeIDList>string</FormTransTypeIDList> </GetFormTransTypes> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
To limit the number of records return pass in a list of FormTransTypeIDs.
Field Name | Data Type | Length | Direction | Display | Required? | Description |
FormTransTypeIDList | String | 8000 chars | In | NO | NO | CSV list of transaction type IDs |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <GetFormTransTypesResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <GetFormTransTypesResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </GetFormTransTypesResult> </GetFormTransTypesResponse> </soap:Body> </soap:Envelope>
Result Fields
Field Name | Data Type | Length | Description |
FormTransTypeID | Integer | Form transaction type identifier | |
FormTransType | String | 255 chars | Form transaction type |
FormTransTypeDesc | String | 1000 chars | Form transaction type description |
GetFormSignRoles Details
Returns a list signing roles on each form.
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <GetFormSignRoles xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <FormIDList>string</FormIDList> <DealerIDList>string</DealerIDList> </GetFormSignRoles> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
To limit the number of records return pass in a list of FormTransTypeIDs.
Field Name | Data Type | Length | Direction | Display | Required? | Description |
FormIDList | String | 8000 chars | In | NO | NO | CSV list of FormIDs |
DealerIDList | String | 8000 chars | In | NO | NO | CSV list of DealerIDs |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <GetFormSignRolesResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <GetFormSignRolesResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </GetFormSignRolesResult> </GetFormSignRolesResponse> </soap:Body> </soap:Envelope>
Result Fields
The ResultData contains the following fields.
Field Name | Data Type | Length | Description |
UNID | Integer | Unique identifier for the role | |
FormID | Integer | FormID that the signing role is found on | |
FullFieldName | String | 255 chars | Full name of the sign field |
RoleInstance | Integer | Instance number of the role (e.g. 1 for Owner 1, 2 for Owner 2, etc.) | |
FieldName | String | 255 chars | The field name for the role (e.g. "own") |
FieldShortName | String | 255 chars | The short, descriptive name of the role (e.g. "Owner") |
SignOrder | Integer | The default order in which the roles should sign (note: RoleInstance further determines the sign order within a role – owner 1 signs before owner 2) |
GetFormsListByCompanyAndShortName Details
Returns a list of subscribed forms with Company and ShortName parameters. This method differs from GetFormsList because GetFormsList orders results by Dealer, then ShortName, then Publish Date, and it does not search against form description. GetFormsListByCompanyAndShortName orders by Dealer (company), then ShortName, and looks against form name and description.
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <GetFormsListByCompanyAndShortName xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <FormIDList>string</FormIDList> <DealerIDList>string</DealerIDList> <DealerName>string</DealerName> <FormCategoryIDList>string</FormCategoryIDList> <FormShortName>string</FormShortName> <FormStatusIDList>string</FormStatusIDList> <PublishDateFrom>dateTime</PublishDateFrom> <PublishDateTo>dateTime</PublishDateTo> <LitNo>string</LitNo> <DealerTypeIDList>string</DealerTypeIDList> <DealerStatusIDList>string</DealerStatusIDList> <StateIDList>string</StateIDList> <FormTransTypeIDList>string</FormTransTypeIDList> <RecordCount>int</RecordCount> </GetFormsListByCompanyAndShortName> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
Field Name | Data Type | Length | Required? | Description |
---|---|---|---|---|
FormIDList | string | 8000 chars | NO | CSV list of unique form IDs |
DealerIDList | string | 8000 chars | NO | CSV list of unique dealer IDs |
DealerName | string | 1000 chars | NO | Quik! dealer name (form company) |
FormCategoryIDList | string | 8000 chars | NO | CSV list of form category IDs |
FormShortName | string | 250 chars | NO | Short descriptive name of the form |
FormStatusIDList | string | 8000 chars | NO | CSV list of form status IDs |
PublishDateFrom | dateTime | NO | The minimum date form was published to Quik! users | |
PublishDateTo | dateTime | NO | The maximum date form was published to Quik! users | |
LitNo | string | 100 chars | NO | Literature number of the form, as provided by the dealer |
DealerTypeIDList | string | 8000 chars | NO | CSV list of dealer type IDs |
DealerStatusIDList | string | 8000 chars | NO | CSV list of dealer status IDs |
StateIDList | string | 8000 chars | NO | CSV list of state IDs |
FormTransTypeIDList | string | 8000 chars | NO | CSV list of transaction type IDs |
RecordCount | int | NO | The number of records to return (0 will return all available records) |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <GetFormsListByCompanyAndShortNameResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <GetFormsListByCompanyAndShortNameResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </GetFormsListByCompanyAndShortNameResult> </GetFormsListByCompanyAndShortNameResponse> </soap:Body> </soap:Envelope>
Result Fields
Field Name | Data Type | Length | Description |
FormID | Integer | Quik! unique form ID | |
DealerID | Integer | Quik! unique dealer ID | |
DealerName | String | 1000 chars | Quik! dealer company name |
FormShortName | String | 250 chars | Short descriptive name of the form |
FormDesc | String | 1000 chars | Long description of the form |
FormStatusID | Integer | Form status (1 = active / 2 = inactive) | |
PublishDate | Date | Date form was published to Quik! users | |
RevisionDate | Date | Date the form was last revised by the owner | |
FileSize | Integer | File size of form's PDF file in bytes | |
LitNo | String | 100 chars | Literature number of the form, as provided by the dealer |
NoPages | Integer | Number of pages in the form's PDF file | |
DealerStatusID | Integer | Dealer status unique ID | |
DealerStatus | String | 255 chars | Dealer status description |
GetPublicDealerList Details
Returns a list of all public form dealers in the Quik! form library
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <GetPublicDealerList xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <DealerIDList>string</DealerIDList> <DealerName>string</DealerName> <DealerStatusIDList>string</DealerStatusIDList> <DealerTypeIDList>string</DealerTypeIDList> </GetPublicDealerList> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
Field Name | Data Type | Length | Required? | Description |
DealerIDList | String | 8000 chars | NO | CSV list of unique dealer IDs |
DealerName | String | 1000 chars | NO | Quik! dealer name (form company) |
DealerStatusIDList | String | 8000 chars | NO | CSV list of dealer status IDs |
DealerTypeIDList | String | 8000 chars | NO | CSV list of dealer type IDs |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <GetPublicDealerListResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <GetPublicDealerListResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </GetPublicDealerListResult> </GetPublicDealerListResponse> </soap:Body> </soap:Envelope>
Result Fields
Field Name | DataType | Description |
---|---|---|
DealerID | Integer | Quik! dealer unique ID |
DealerName | String | Quik! dealer name (form company) |
DealerStatusID | Integer | 1 = active (dealer is active and users can view and use their forms) 2 = inactive (dealer is not active and users cannot view or use their forms) 3 = Not in use (dealer record is not in use and effectively inactive) 4 = delete (dealer record is marked for deletion) |
DealerStatus | String | Dealer status description |
IsMyCompany |
GetDealerListBySecurityLevel Details
Returns a list of subscribed dealers and attributes with a security level parameter. The security level determines if a dealer is public, semi public, private or semi private. This method will only return dealers with status = 1.
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <GetDealerListBySecurityLevel xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <DealerIDList>string</DealerIDList> <DealerName>string</DealerName> <DealerStatusIDList>string</DealerStatusIDList> <DealerTypeIDList>string</DealerTypeIDList> <SecurityLevelID>int</SecurityLevelID> </GetDealerListBySecurityLevel> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
Field Name | Data Type | Length | Required? | Description |
DealerIDList | String | 8000 chars | NO | CSV list of unique dealer IDs |
DealerName | String | 1000 chars | No | Quik! dealer name (form company) |
DealerStatusIDList | String | 8000 chars | NO | CSV list of dealer status IDs |
SecurityLevelID | Int | NO | Security Level IDs 100 = read only (user can only read data, no actions) 200 = edit (user can edit existing data) 300 = add (user can add new records) 400 = configure (user can modify system values) |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <GetDealerListBySecurityLevelResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <GetDealerListBySecurityLevelResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </GetDealerListBySecurityLevelResult> </GetDealerListBySecurityLevelResponse> </soap:Body> </soap:Envelope>
Result Fields
Field Name | Data Type | Length | Description |
DealerID | Integer | Quik! dealer unique ID | |
DealerName | String | 1000 chars | Quik! dealer name (form company) |
DealerStatusID | Integer | 1 = active (dealer is active and users can view and use their forms) | |
DealerStatus | String | 255 chars | Dealer status description |
Form Group Methods
The following methods pertain to managing form groups on your master account by UserID (not by LicenseID - if you are looking for license-based form group management, please see Form Groups by License – Web Service).
AddFormsToGroup Details
This method adds forms to an existing form group. Adding a form that already exists in the group will not create duplicate forms in the same group – the duplicate form will be ignored and return a successful result.
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <AddFormsToGroup xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <GroupID>int</GroupID> <FormIDs>string</FormIDs> <intUserID>int</intUserID> </AddFormsToGroup> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
This method accepts the following parameters.
Field Name | Data Type | Length | Required? | Description |
GroupID | Int | YES | The GroupID to add forms to | |
FormIDs | String | 8000 chars | YES | CSV list of unique form IDs to add |
intUserID | Int | YES | The UserID that owns the form group |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <AddFormsToGroupResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <AddFormsToGroupResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </AddFormsToGroupResult> </AddFormsToGroupResponse> </soap:Body> </soap:Envelope>
Result Fields
This method only returns an error code (0 = Success) and a message that indicates the result.
AddGroup Details
This method creates a new form group based on the form group name.
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <AddGroup xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <GroupName>string</GroupName> <Description>string</Description> <FormIDs>string</FormIDs> <intUserID>int</intUserID> <IsPublic>boolean</IsPublic> </AddGroup> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
This method accepts the following parameters.
Field Name | Data Type | Length | Required? | Description |
GroupName | String | 8000 chars | YES | Unique name of the form group |
Description | String | 8000 chars | NO | Description of the form group |
FormIDs | String | 8000 chars | YES | CSV list of unique form IDs to add |
intUserID | Int | YES | The UserID that owns the form group | |
IsPublic | Int | YES | For the Administrator LicenseID only, sets the from group to public or not public for all licenses on the account to view and use the group |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <AddGroupResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <AddGroupResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </AddGroupResult> </AddGroupResponse> </soap:Body> </soap:Envelope>
Result Fields
This method only returns an error code (0 = Success) and a message that indicates the result.
DeleteFormsFromGroup Details
Deletes forms from an existing form group.
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <DeleteFormsFromGroup xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <GroupIDs>string</GroupIDs> <FormIDs>string</FormIDs> <intUserID>int</intUserID> </DeleteFormsFromGroup> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
This method accepts the following parameters.
Field Name | Data Type | Length | Required? | Description |
GroupID | Int | YES | The GroupID to update | |
FormIDs | String | 8000 chars | YES | CSV list of unique form IDs to remove |
intUserID | Int | YES | The UserID that owns the form group |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <DeleteFormsFromGroupResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <DeleteFormsFromGroupResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </DeleteFormsFromGroupResult> </DeleteFormsFromGroupResponse> </soap:Body> </soap:Envelope>
Result Fields
This method only returns an error code (0 = Success) and a message that indicates the result.
DeleteGroup Details
Deletes an existing form group.
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <DeleteGroup xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <GroupID>int</GroupID> <intUserID>int</intUserID> </DeleteGroup> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
This method accepts the following parameters.
Field Name | Data Type | Length | Required? | Description |
GroupID | Int | YES | The GroupID to delete | |
intUserID | Int | YES | The UserID that owns the form group |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <DeleteGroupResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <DeleteGroupResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </DeleteGroupResult> </DeleteGroupResponse> </soap:Body> </soap:Envelope>
Result Fields
This method only returns an error code (0 = Success) and a message that indicates the result.
EditFormGroup Details
Edits an existing form group's properties.
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <EditFormGroup xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <intUserID>int</intUserID> <QFFormGroupID>int</QFFormGroupID> <FormGroupName>string</FormGroupName> <IsPublic>boolean</IsPublic> </EditFormGroup> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
This method accepts the following parameters.
Field Name | Data Type | Length | Required? | Description |
intUserID | Int | YES | The UserID that owns the form group | |
QFFormGroupID | Int | YES | The form group to edit | |
FormGroupName | String | NO | The new name of the group – if blank, no change will be made | |
ISPublic | String | NO | Sets the form group to public or non-public for the Administrator LicenseID only |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <EditFormGroupResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <EditFormGroupResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </EditFormGroupResult> </EditFormGroupResponse> </soap:Body> </soap:Envelope>
Result Fields
This method only returns an error code (0 = Success) and a message that indicates the result.
FormGroups Details
Returns a list of form groups for the given LicenseID and any public form groups.
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <FormGroups xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <intUserID>int</intUserID> </FormGroups> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
This method accepts the following parameters.
Field Name | Data Type | Length | Required? | Description |
intUserID | Int | YES | The UserID to retrieve form groups for. |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <FormGroupsResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <FormGroupsResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </FormGroupsResult> </FormGroupsResponse> </soap:Body> </soap:Envelope>
Result Fields
This method returns a list of form groups with the columns list below.
Field Name | Data Type | Length | Description |
QFFormGroupID | Int | The Form Group ID | |
FormGroupName | String | The name of the form group | |
FormGroupDesc | String | The description of the form group | |
IsPublic | Int | 0 (false) means the form group is not public and only available to the License ID, 1 (true) means the form group is available to all licenses on the customer account. |
FormGroupsWithFormsByUserID Details
Returns a list of forms for the Form Groups for the provided UserID.
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <FormGroupsWithFormsByUserID xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <intUserID>int</intUserID> </FormGroupsWithFormsByUserID> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
This method accepts the following parameters.
Field Name | Data Type | Length | Required? | Description |
intUserID | int | YES | UserID that owns the form groups |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <FormGroupsWithFormsByUserIDResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <FormGroupsWithFormsByUserIDResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </FormGroupsWithFormsByUserIDResult> </FormGroupsWithFormsByUserIDResponse> </soap:Body> </soap:Envelope>
Result Fields
This method returns a list of forms in the selected form group(s) with the following columns.
Field Name | Data Type | Length | Description |
---|---|---|---|
QFFormGroupID | Int | The Form Group ID | |
QFFormID | Int | The Quik! FormID | |
QFDealerID | Int | The ID for the company that owns the form (Dealer or Carrier or Sponsor, etc.) | |
QFDealerName | String | The name of the company that owns the form (to display to users) | |
QFFormShortName | String | The short name of the form (to display to users) | |
QFFormStatusID | Int | The ID for the form status | |
QFFormStatus | String | The status of the form (to display to users) | |
RevisionDate | Date | Date the form was last revised by the owner | |
QFFormDesc | String | The form's description and purpose | |
LitNo | String | The form owner's internal form identifier (if any) | |
PublishDate | Date | Date the form was last published by Quik! |
FormsByGroupIDs Details
Returns a list of forms for the given Form Group IDs.
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <FormsByGroupIDs xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <GroupIDs>string</GroupIDs> </FormsByGroupIDs> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
This method accepts the following parameters.
Field Name | Data Type | Length | Required? | Description |
GroupIDs | String | 8000 chars | NO | CSV list of unique form group IDs |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <FormsByGroupIDsResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <FormsByGroupIDsResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </FormsByGroupIDsResult> </FormsByGroupIDsResponse> </soap:Body> </soap:Envelope>
Result Fields
This method returns a list of forms in the selected form group(s) with the following columns.
Field Name | Data Type | Length | Description |
---|---|---|---|
QFFormID | Int | The Quik! FormID | |
QFDealerID | Int | The ID for the company that owns the form (Dealer or Carrier or Sponsor, etc.) | |
QFDealerName | String | The name of the company that owns the form (to display to users) | |
QFFormShortName | String | The short name of the form (to display to users) | |
QFFormStatusID | Int | The ID for the form status | |
QFFormStatus | String | The status of the form (to display to users) | |
RevisionDate | Date | Date the form was last revised by the owner | |
QFFormDesc | String | The form's description and purpose | |
LitNo | String | The form owner's internal form identifier (if any) | |
PublishDate | Date | Date the form was last published by Quik! |
AddFormsToGroupByCustomerID Details
Adds forms to an existing form group, based on a given Customer ID (not userID)
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <AddFormsToGroupByCustomerID xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <GroupID>int</GroupID> <FormIDs>string</FormIDs> </AddFormsToGroupByCustomerID> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
This method accepts the following parameters.
Field Name | Data Type | Length | Required? | Description |
GroupID | Int | YES | The GroupID to add forms to | |
FormIDs | String | 8000 chars | YES | CSV list of unique form IDs to add |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <AddFormsToGroupByCustomerIDResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <AddFormsToGroupByCustomerIDResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </AddFormsToGroupByCustomerIDResult> </AddFormsToGroupByCustomerIDResponse> </soap:Body> </soap:Envelope>
Result Fields
This method only returns an error code (0 = Success) and a message that indicates the result.
AddGroupByCustomerID Details
Creates a new form group, based on a given Customer ID (not userID)
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <AddGroupByCustomerID xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <GroupName>string</GroupName> <Description>string</Description> <FormIDs>string</FormIDs> </AddGroupByCustomerID> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
This method accepts the following parameters.
Field Name | Data Type | Length | Required? | Description |
GroupName | String | 8000 chars | YES | Unique name of the form group |
Description | String | 8000 chars | NO | Description of the form group |
FormIDs | String | 8000 chars | YES | CSV list of unique form IDs to add |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <AddGroupByCustomerIDResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <AddGroupByCustomerIDResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </AddGroupByCustomerIDResult> </AddGroupByCustomerIDResponse> </soap:Body> </soap:Envelope>
Result Fields
This method only returns an error code (0 = Success) and a message that indicates the result.
DeleteFormsFromGroupByCustomerID Details
Deletes forms from a form group, based on a given Customer ID (not userID)
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <DeleteFormsFromGroupByCustomerID xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <GroupIDs>string</GroupIDs> <FormIDs>string</FormIDs> </DeleteFormsFromGroupByCustomerID> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
This method accepts the following parameters.
Field Name | Data Type | Length | Required? | Description |
GroupID | Int | YES | The GroupID to update | |
FormIDs | String | 8000 chars | YES | CSV list of unique form IDs to remove |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <DeleteFormsFromGroupByCustomerIDResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <DeleteFormsFromGroupByCustomerIDResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </DeleteFormsFromGroupByCustomerIDResult> </DeleteFormsFromGroupByCustomerIDResponse> </soap:Body> </soap:Envelope>
Result Fields
This method only returns an error code (0 = Success) and a message that indicates the result.
DeleteGroupByCustomerID Details
Deletes a form group, based on a given Customer ID (not userID)
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <DeleteGroupByCustomerID xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <GroupID>int</GroupID> </DeleteGroupByCustomerID> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
This method accepts the following parameters.
Field Name | Data Type | Length | Required? | Description |
GroupID | Int | YES | The GroupID to delete |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <DeleteGroupByCustomerIDResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <DeleteGroupByCustomerIDResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </DeleteGroupByCustomerIDResult> </DeleteGroupByCustomerIDResponse> </soap:Body> </soap:Envelope>
Result Fields
This method only returns an error code (0 = Success) and a message that indicates the result.
EditFormGroupByCustomerID Details
Edit form group attributes, based on a given Customer ID (not userID)
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <EditFormGroupByCustomerID xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <QFFormGroupID>int</QFFormGroupID> <FormGroupName>string</FormGroupName> <IsPublic>boolean</IsPublic> </EditFormGroupByCustomerID> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
This method accepts the following parameters.
Field Name | Data Type | Length | Required? | Description |
QFFormGroupID | Int | YES | The form group to edit | |
FormGroupName | String | NO | The new name of the group – if blank, no change will be made | |
ISPublic | String | NO | Sets the form group to public or non-public for the Administrator LicenseID only |
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <EditFormGroupByCustomerIDResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <EditFormGroupByCustomerIDResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </EditFormGroupByCustomerIDResult> </EditFormGroupByCustomerIDResponse> </soap:Body> </soap:Envelope>
Result Fields
This method only returns an error code (0 = Success) and a message that indicates the result.
FormGroupsByCustomerID Details
Return a list of form groups, based on a given Customer ID (not userID)
SOAP Request
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <AuthenticationHeader xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <CustomerID>string</CustomerID> <UserName>string</UserName> <Password>string</Password> </AuthenticationHeader> </soap:Header> <soap:Body> <FormGroupsByCustomerID xmlns="https://websvcs.quikforms.com/QFEM/v5300/" /> </soap:Body> </soap:Envelope>
SOAP Body Request Parameters
This method accepts no parameters
SOAP Response
<?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <FormGroupsByCustomerIDResponse xmlns="https://websvcs.quikforms.com/QFEM/v5300/"> <FormGroupsByCustomerIDResult> <ErrorCode>int</ErrorCode> <Message>string</Message> <ResultData> <xsd:schema>schema</xsd:schema>xml</ResultData> <File>base64Binary</File> </FormGroupsByCustomerIDResult> </FormGroupsByCustomerIDResponse> </soap:Body> </soap:Envelope>
Result Fields
This method returns a list of form groups with the columns list below.
Field Name | Data Type | Length | Description |
QFFormGroupID | Int | The Form Group ID | |
FormGroupName | String | The name of the form group |
For help regarding Quik! Forms and the Quik! API
Email: support@quikforms.com | Phone: (877) 456-QUIK