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Configuration – Web Service

Configuration – Web Service

The miscellaneous configuration methods and options are available in the QFEConfigWS.
PLEASE VISIT THE URL'S BELOW FOR THE LATEST XML FORMAT
Service URL: https://websvcs.quikforms.com/qfe_ws/v5200/QFEConfigWS.asmx
Service WSDL: https://websvcs.quikforms.com/qfe_ws/v5200/QFEConfigWS.asmx?WSDL

Methods:

The following methods are used to perform various functions useful to manage your implementation or Sample Website using the Quik! Forms Engine software.

  • ClientRoleList_by_FormIDs – description
  • GetFieldFullName– description
  • GetFirstPageImages – description
  • GetMappingFields – description
  • GetQuikFields – description
  • SaveMappedFields – description



ClientRoleList_by_FormIDs

Returns the list of client roles available on the provided FormIDs. This list is used to help a user assign a client record to a specific role on the form and to only display the roles available on the selected 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="http://websvcs.quikforms.com/QFEM/">
<CustomerID>string</CustomerID>
<UserName>string</UserName>
<Password>string</Password>
</AuthenticationHeader>
</soap:Header>
<soap:Body>
<ClientRoleList_by_FormIDs xmlns="http://websvcs.quikforms.com/QFEM/">
<FormIDs>string</FormIDs>
</ClientRoleList_by_FormIDs>
</soap:Body>
</soap:Envelope>

SOAP Body Request Parameters

This method accepts the following parameters.

Field Name

Data Type

Length

Required?

Description

FormIDsList

String

8000 chars

YES

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>
<ClientRoleList_by_FormIDsResponse xmlns="http://websvcs.quikforms.com/QFEM/">
<ClientRoleList_by_FormIDsResult>
<ErrorCode>int</ErrorCode>
<Message>string</Message>
<ResultData>
<xsd:schema>schema</xsd:schema>xml</ResultData>
</ClientRoleList_by_FormIDsResult>
</ClientRoleList_by_FormIDsResponse>
</soap:Body>
</soap:Envelope>

Result Fields

This method returns a table of client roles that exist on the provided forms so a user can assign their client records to each role for prefilling the forms.

Field Name

Data Type

Length

Description

RoleID

Int

 

A unique ID for the field

QFDLevel1FieldID

Int

 

The internal ID for the Quik! Parent Field

FieldName

String

 

The field name of the Quik! Parent Field or role

RoleInstance

Int

 

The role instance number (e.g. 1 for the first role, 2 for the second role, etc.)



GetFieldFullName

Returns a list of the Quik! Field Names for a given FormID, Level1FieldID (internal value for Quik!'s use only) and/or the field's SystemName.

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="http://websvcs.quikforms.com/QFEM/">
<CustomerID>string</CustomerID>
<UserName>string</UserName>
<Password>string</Password>
</AuthenticationHeader>
</soap:Header>
<soap:Body>
<GetFieldFullName xmlns="http://websvcs.quikforms.com/QFEM/">
<SystemName>string</SystemName>
<DataSetTypeID>int</DataSetTypeID>
</GetFieldFullName>
</soap:Body>
</soap:Envelope>

SOAP Body Request Parameters

This method accepts the following parameters.

Field Name

Data Type

Length

Required?

Description

SystemName

String

8000 chars

NO

The System Name for a field

DataSetTypeID

Int

 

NO

The DataSetTypeID to return DataSetTypeIDDataSetType
1 Client
2 Account
3 Representative
4 Company
5 Product Item
6 Fund Source

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>
<GetFieldFullNameResponse xmlns="http://websvcs.quikforms.com/QFEM/">
<GetFieldFullNameResult>
<ErrorCode>int</ErrorCode>
<Message>string</Message>
<ResultData>
<xsd:schema>schema</xsd:schema>xml</ResultData>
</GetFieldFullNameResult>
</GetFieldFullNameResponse>
</soap:Body>
</soap:Envelope>

Result Fields

This method returns a field name for a given Form, Level1FieldID and/or SystemName.

Field Name

Data Type

Length

Description

FullFieldName

String

 

The full field name, not including the role (e.g. "FName" would result from the system name "FirstName")



GetFirstPageImages

Returns URLs to thumbnail images of the first page in a form to show users in a search result or preview of the 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="http://websvcs.quikforms.com/QFEM/">
<CustomerID>string</CustomerID>
<UserName>string</UserName>
<Password>string</Password>
</AuthenticationHeader>
</soap:Header>
<soap:Body>
<GetFirstPageImages xmlns="http://websvcs.quikforms.com/QFEM/">
<FormIDs>string</FormIDs>
</GetFirstPageImages>
</soap:Body>
</soap:Envelope>

SOAP Body Request Parameters

This method accepts the following parameters.

Field Name

Data Type

Length

Required?

Description

FormIDs

String

8000 chars

YES

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>
<GetFirstPageImagesResponse xmlns="http://websvcs.quikforms.com/QFEM/">
<GetFirstPageImagesResult>
<ErrorCode>int</ErrorCode>
<Message>string</Message>
<ResultData>
<xsd:schema>schema</xsd:schema>xml</ResultData>
</GetFirstPageImagesResult>
</GetFirstPageImagesResponse>
</soap:Body>
</soap:Envelope>

Result Fields

This method returns a list of FormIDs and URLs to their form image.

Field Name

Data Type

Length

Description

QFFormID

Int

 

The Quik! FormID

FirstPageURL

String

 

The URL to the thumbnail image of the first page in the form. The URL is encrypted and automatically expires, so the URL should not be stored and re-used.



GetMappingFields

Returns a mapping table of customer data fields and their related Quik! field. This field mapping is used to map data from a data source to the Quik! form field naming convention. If this table is empty then no fields have been mapped for the customer (call SaveMappedFields first).

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="http://websvcs.quikforms.com/QFEM/">
<CustomerID>string</CustomerID>
<UserName>string</UserName>
<Password>string</Password>
</AuthenticationHeader>
</soap:Header>
<soap:Body>
<GetMappingFields xmlns="http://websvcs.quikforms.com/QFEM/">
<ForClients>boolean</ForClients>
</GetMappingFields>
</soap:Body>
</soap:Envelope>

SOAP Body Request Parameters

This method accepts the following parameters.

Field Name

Data Type

Length

Required?

Description

ForClients

Boolean

 

YES

If TRUE returns mapping fields for clients. If FALSE returns mapping fields for reps.

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>
<GetMappingFieldsResponse xmlns="http://websvcs.quikforms.com/QFEM/">
<GetMappingFieldsResult>
<ErrorCode>int</ErrorCode>
<Message>string</Message>
<ResultData>
<xsd:schema>schema</xsd:schema>xml</ResultData>
</GetMappingFieldsResult>
</GetMappingFieldsResponse>
</soap:Body>
</soap:Envelope>

Result Fields

This method returns a field mapping table showing the Quik! Field Name that is mapped to a customer's data source field name.

Field Name

Data Type

Length

Description

QDBCDataSourceMappingID

Int

 

The unique record ID for the mapping field

QuikFieldName

String

 

The Quik! field name

QFDLevel2FieldID

Int

 

The ID of the base field name

QFDLevel3FieldID

Int

 

The ID of the sub-base field name

QDBCDataSourceFieldName

String

 

The customer's mapped field name


GetQuikFields

Returns the list of Quik! Fields available for mapping.

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="http://websvcs.quikforms.com/QFEM/">
<CustomerID>string</CustomerID>
<UserName>string</UserName>
<Password>string</Password>
</AuthenticationHeader>
</soap:Header>
<soap:Body>
<GetQuikFields xmlns="http://websvcs.quikforms.com/QFEM/">
<ForClients>boolean</ForClients>
</GetQuikFields>
</soap:Body>
</soap:Envelope>

SOAP Body Request Parameters

This method accepts the following parameters.

Field Name

Data Type

Length

Required?

Description

ForClients

Boolean

 

YES

If TRUE returns mapping fields for clients. If FALSE returns mapping fields for reps.

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>
<GetQuikFieldsResponse xmlns="http://websvcs.quikforms.com/QFEM/">
<GetQuikFieldsResult>
<ErrorCode>int</ErrorCode>
<Message>string</Message>
<ResultData>
<xsd:schema>schema</xsd:schema>xml</ResultData>
</GetQuikFieldsResult>
</GetQuikFieldsResponse>
</soap:Body>
</soap:Envelope>

Result Fields

This method returns a list of the Quik! Client base field names.

Field Name

Data Type

Length

Description

ItemIndex

Int

 

The unique ID for the field name record

QuikFields

String

 

The name of the Quik! field


SaveMappedFields

Save your field mapping assignments to Quik! for retrieval later to use when prepopulating the form data into the Quik! Forms Engine.

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="http://websvcs.quikforms.com/QFEM/">
<CustomerID>string</CustomerID>
<UserName>string</UserName>
<Password>string</Password>
</AuthenticationHeader>
</soap:Header>
<soap:Body>
<SaveMappedFields xmlns="http://websvcs.quikforms.com/QFEM/">
<MappedFieldIndex>string</MappedFieldIndex>
<QuikFieldIndex>string</QuikFieldIndex>
<ClientFields>
<string>string</string>
<string>string</string>
</ClientFields>
<DataSetTypeID>int</DataSetTypeID>
</SaveMappedFields>
</soap:Body>
</soap:Envelope>

SOAP Body Request Parameters

This method accepts the following parameters.

Field Name

Data Type

Length

Required?

Description

MappedFieldIndex

String

8000 chars

YES

 

QuikFieldIndex

String

8000 chars

YES

 

ClientFields – string

String

8000 chars

YES

 

DataSetTypeID

Int

 

NO

The DataSetTypeID to return DataSetTypeIDDataSetType
1 Client
2 Account
3 Representative
4 Company
5 Product Item
6 Fund Source

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>
<SaveMappedFieldsResponse xmlns="http://websvcs.quikforms.com/QFEM/">
<SaveMappedFieldsResult>
<ErrorCode>int</ErrorCode>
<Message>string</Message>
<ResultData>
<xsd:schema>schema</xsd:schema>xml</ResultData>
</SaveMappedFieldsResult>
</SaveMappedFieldsResponse>
</soap:Body>
</soap:Envelope>

Result Fields

This method only returns an error code (0 = Success) and a message that indicates the result.

Related content

For help regarding Quik! Forms and the Quik! API
Email: support@quikforms.com | Phone: (877) 456-QUIK