Zekarias Haile (zhaile@shield-legal.com)
2024-12-24 11:55:47

Good morning @Darrell

Darrell (darrell@shield-legal.com)
2024-12-24 11:56:26

Hello Zekarias

Zekarias Haile (zhaile@shield-legal.com)
2024-12-24 11:56:57

How are you doing?

Darrell (darrell@shield-legal.com)
2024-12-24 11:57:40

Doing ok. Happy Holidays. Whats up

Zekarias Haile (zhaile@shield-legal.com)
2024-12-24 11:58:00

Thanks! You as well.

Zekarias Haile (zhaile@shield-legal.com)
2024-12-24 11:59:07

For BG, which column should I use for mapping, the API Name or Help Text ?

Darrell (darrell@shield-legal.com)
2024-12-24 11:59:36

API name is the same as the json

Darrell (darrell@shield-legal.com)
2024-12-24 12:00:16

The help text is just a description or any data restrictions on the field itself

Darrell (darrell@shield-legal.com)
2024-12-24 12:01:14

Like some are picklists with certain choices.

Zekarias Haile (zhaile@shield-legal.com)
2024-12-24 12:03:12

okay. So I would use the API name then.

Darrell (darrell@shield-legal.com)
2024-12-24 12:03:28

Yes that’s correct.

Darrell (darrell@shield-legal.com)
2024-12-24 12:03:48

I think I have a sample

Zekarias Haile (zhaile@shield-legal.com)
2024-12-24 12:04:38

sounds good. I also see some dup in the questions.

Zekarias Haile (zhaile@shield-legal.com)
2024-12-24 12:05:09

sample? can you share with me please?

Darrell (darrell@shield-legal.com)
2024-12-24 12:08:46
Darrell (darrell@shield-legal.com)
2024-12-24 12:10:09

Duplicate api names?

Zekarias Haile (zhaile@shield-legal.com)
2024-12-24 12:15:45

The Dups I see are on Help Text column

Darrell (darrell@shield-legal.com)
2024-12-24 12:16:13

Yeah that’s fine. Its just fyi stuff

Darrell (darrell@shield-legal.com)
2024-12-24 12:16:26

But some of those fields have restrictions and if so, it will be defined in there

Zekarias Haile (zhaile@shield-legal.com)
2024-12-24 12:18:28

Okay. Thanks Darrell!

Darrell (darrell@shield-legal.com)
2024-12-24 12:19:04

You bet don’t hesitate to ask.

👍 Zekarias Haile
Zekarias Haile (zhaile@shield-legal.com)
2025-01-03 15:53:20

Hi Darrell, can you give us the case type for BG please?

Here's what it looks like in the doc for your reference: "caseType": "a03Hn00000vwHQeIAM",

Darrell (darrell@shield-legal.com)
2025-01-03 15:55:45

yes that ID corresponds to the Salesforce case type

Zekarias Haile (zhaile@shield-legal.com)
2025-01-03 15:56:36

so we should use the above case type that's mentioned on the doc?

Darrell (darrell@shield-legal.com)
2025-01-03 15:58:33

yeah im seeing a03Hn00000vwHQeIAM

Darrell (darrell@shield-legal.com)
2025-01-03 15:58:42

in the docs

Zekarias Haile (zhaile@shield-legal.com)
2025-01-03 15:58:57

I think the doc is for the AFFF not for the sexual abuse tho

Darrell (darrell@shield-legal.com)
2025-01-03 15:59:21

lets check the example json

👍 Zekarias Haile
Darrell (darrell@shield-legal.com)
2025-01-03 15:59:24

one sec

Darrell (darrell@shield-legal.com)
2025-01-03 16:00:06

yeah good catch man

a03PY00000FcRL9YAN

Darrell (darrell@shield-legal.com)
2025-01-03 16:00:35

\"caseType\": \"a03PY00000FcRL9YAN\",\n

Zekarias Haile (zhaile@shield-legal.com)
2025-01-03 16:01:02

Thanks for the quick response Darrell!

Darrell (darrell@shield-legal.com)
2025-01-03 16:01:08

You bet

Zekarias Haile (zhaile@shield-legal.com)
2025-01-03 16:14:05

Please check the source also. On the doc it's stated as "source": "a0YHn00000UUkzSMAT"

Darrell (darrell@shield-legal.com)
2025-01-03 16:15:14

I think we should use the ones in the sample. I can’t access their org in order to look up the ID number to see if it corresponds to the correct.

Darrell (darrell@shield-legal.com)
2025-01-03 16:15:29

Source should be fixed though because we will always be the source for them so I think they set a fixed ID.

Zekarias Haile (zhaile@shield-legal.com)
2025-01-03 16:17:11

I see. But as I said the example doc is for AFFF if im not mistaken.

Darrell (darrell@shield-legal.com)
2025-01-03 16:19:42

I think they just forgot to change the title on the example document frankly. They have to create all of this meta-data for each new case type and send us a document like that. I completed AAAF for them a few months ago. When I asked for the new documents, I think they just didn’t change the title. However, I think we should Default to whatever it is in that sample json.

Zekarias Haile (zhaile@shield-legal.com)
2025-01-03 16:20:21

Got it. Thank you!

Zekarias Haile (zhaile@shield-legal.com)
2025-01-03 17:00:04

Test sent successfully on our end. Please let me know how it's on your end?

{"data": {"name":"MAT25010337519","externalId":"BRIOTEST-2025-01-03 22:55:50zI9DD","id":"a0LPY000008TgC92AK","abuse":[{"externalId":"BRIOTEST-2025-01-03 22:55:51YnHsX","id":"a3JPY000000Ab4j2AC"}],"client":{"externalId":"BRIOTEST_623092","id":"001PY00000TQaLrYAL"}}, "success": true}

Darrell (darrell@shield-legal.com)
2025-01-03 17:05:30

Nice!! I'm actually not the client. We need to email Chris @ BG and see if 'a3JPY000000Ab4j2AC' was created and confirm that related records (e.g., abuse and client) have been created or updated as intended.

Zekarias Haile (zhaile@shield-legal.com)
2025-01-03 17:11:57

Oh okay. Will do. Thanks!

Zekarias Haile (zhaile@shield-legal.com)
2025-01-14 12:53:08

Hey Darrell, on #278 do you have a full question on column H?

Darrell (darrell@shield-legal.com)
2025-01-14 12:57:47

No I have the same document you do. What’s the issue? I don’t think they provided help text on every row.

Darrell (darrell@shield-legal.com)
2025-01-14 12:58:36

Are you saying you’re having trouble matching it to a field on the questionnaire?

Zekarias Haile (zhaile@shield-legal.com)
2025-01-14 13:01:41

yeah, I was wondering if you have the question in full, as the question on column C is in short form

Darrell (darrell@shield-legal.com)
2025-01-14 13:08:49

I only have this same document the client shared with us. Can it be interrupted from the sample json?

Zekarias Haile (zhaile@shield-legal.com)
2025-01-14 13:12:41

nvm, I thought you are the one who prepared the doc. you meant Interpreted right? I have tried but wanted to make sure.

Darrell (darrell@shield-legal.com)
2025-01-14 13:14:26

yeah interpreted sounds much better 🙂 No I didn't create this. It all came from the client.

Zekarias Haile (zhaile@shield-legal.com)
2025-01-14 13:16:23

🙂 I see... thanks man for the quick reply.

Zekarias Haile (zhaile@shield-legal.com)
2025-01-24 17:32:49

Hey @Darrell, we were trying to do this contenttype = mimetypes.guesstype(attachment[0])[0] file = { 'Id': intakelead["externalid"], 'filename': attachment[0], 'externalId': intakelead['leadid'], 'shortDescription': 'Retainer' if 'SignedContract' in attachment[0] else '', } response = requests.post('https://baileyglasserllp.my.salesforce-sites.com/customapi/services/apexrest/brioapi/SingleFileWebhook', params=file, headers={'sforgid': 'BRIOTEST', 'apikey': key, 'Content-Type': contenttype}) on the main.py but we are getting this Bailey Glasser: [["665129-Ronald2 Davit3-IntakeForm.pdf", "<Response [400]>", "{\"error\": \"id is missing\", \"success\": false}"]] error and Im wondering if you have an idea as to why this is erroring out

Darrell (darrell@shield-legal.com)
2025-01-24 17:40:02

It sounds like the Apex REST endpoint is expecting to receive an id here. Maybe the Intake ID to relate the document?

Darrell (darrell@shield-legal.com)
2025-01-24 17:42:07

or.... Depending on the Apex code, it may only be looking at the request body, possibly as JSON, and ignoring query parameters. I cant remember what that endpoint looks like. Chris can put us in touch with the developer BRIO

Darrell (darrell@shield-legal.com)
2025-01-24 17:46:05

Also Content-Type If you’re attaching a file, you might need a multipart/form passing the file data separately in the files parameter

Zekarias Haile (zhaile@shield-legal.com)
2025-01-24 17:49:29

I think it would be great if the developer BRIO can give us an idea

Zekarias Haile (zhaile@shield-legal.com)
2025-01-24 18:10:56

Actually we forgot to send the file. We just fix that and we will try testing it. Thanks! you made a good point on that.