URL Actions

There are a number of actions that can be performed in the Therefore™ Web Client using URLs. In turn, these could be triggered by a 3rd party application that has the needed integration capability.

Where to find unique IDs

In order for the URL actions to work, the unique IDs of categories, workflow processes, index data fields, etc. are needed.

Category IDs and workflow process IDs

Category IDs and workflow process IDs are displayed in the Therefore™ Solution Designer. Go to the repository and click on the folder containing the category or workflow process to find out their ID.

Image showing where to find the category ID in the Therefore™ Solution Designer

Field IDs

The unique field ID for an index data field can be found in the Therefore™ Solution Designer. Right-click on the category containing the index data field and select 'Open Category' to open the category definition. In the category definition, right-click on an index data field and select 'Properties' to open the Field Properties dialog. There, you can find the field ID.

Image showing where to find the field ID in the 'Field Properties' dialog. The field ID is 'Employee_Name".

Ad-hoc Task IDs, Document IDs, and workflow instance IDs

Search for the ad-hoc task, document, or workflow instance in any Therefore™ client (such as Therefore™ Navigator, Therefore™ Web Client or Therefore™ Go) to find out their unique IDs. The unique IDs are called "Task No.", "Document ID, and "Instance No." respectively.

List of URL actions

Open a workflow process

URL pattern:

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https://tenantname.thereforeonline.com/tdwv/#/workflows/X

  • Replace 'X' with the workflow process ID.

    Example:

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https://moyawarefinance.thereforeonline.com/tdwv/#/workflows/6

Open a certain workflow instance

URL pattern:

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https://tenantname.thereforeonline.com/tdwv/#/workflows/instance/X/1

  • Replace 'X' with the workflow instance number.

  • Optionally, add '?v=Y' to access different version numbers by setting Y to the version you wish to open.

Example:

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https://moyawarefinance.thereforeonline.com/tdwv/#/workflows/instance/X/1

Look up a specific document

URL pattern:

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https://tenantname.thereforeonline.com/tdwv/#/document/X

  • Replace 'X' with the document ID.

  • Optionally, add '?v=Y' to access different version numbers by setting Y to the version you wish to open.

Example:

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https://moyawarefinance.thereforeonline.com/tdwv/#/document/626?v=2

Create a new document in a specific category

URL pattern:

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https://tenantname.thereforeonline.com/tdwv/#/document/new/X

  • Replace 'X' with the category ID for the category you'd like the document to belong to.

Example:

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https://moyawarefinance.thereforeonline.com/tdwv/#/document/new/67

Customizing hit-list results

URL actions also allow users to customize searches without leaving the hit-list itself. These changes are not saved and do not alter a saved search. The URL itself can be saved to access the modified search query.

When editing a search query, additional parameters can be added following an '&' symbol in the URL. These parameters must include a field ID, alongside an operator from the table below and reference value.

Operator Symbolic Notation Example Usage
Smaller than (<) lt __<field_id>-lt=’value’
Smaller than or equal to (<=) lte __<field_id>-lte=’value’
Greater than (>) gt __<field_id>-gt=’value’
Greater than or equal to (>=) gte __<field_id>-gte=’value’
Equal (=) eq __<field_id>-eq=’value’
Not equal (!=) ne __<field_id>-ne=’value’
Range from, to __<field_id>-r=’value1’,’value2’
Contains c __<field_id>-c=’value’
Does not contain nc __<field_id>-n=’value’
Starts with sw __<field_id>-sw=’value’
Ends with ew __<field_id>-ew=’value’

Example

Hitlist results filtered to only display documents with the value of the 'Employee Name' field starting with 'An'.

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https://moyaware.thereforeonline.com/tdwv/#/repository/search/hitlist/category/75?queryNo=119&__Employee_Name-sw=An

Note:

  • Each URL parameter change must be preceded with a double underscore '__'.

  • To see a list of query modifications, click on the drop down in front of Search in the top right corner.