Update Roles for Credit Application

This endpoint allows you to update the roles associated with a specific credit application in the system.

Request

• Method: POST

• URL: {{url}}/api/method/emotive_app.api.crm.credit_app.update_roles

Request Body

The request body must be in JSON format and should include the following parameters:

• doctype (string): The type of document you are updating. In this case, it should be set to "Credit Application".

• docname (string): The unique identifier of the credit application you wish to update. For example, "C-2024-08-00014".

• new_roles (object): An object containing the new roles to be assigned. Each key-value pair represents a unique identifier for a role and its corresponding role description. For example:

  • "2024-CA-08-000019": "Buyer"

  • "2024-CA-08-000035": "Co Buyer 1"

Example Request Body

{
  "doctype": "Credit Application",
  "docname": "C-2024-08-00014",
  "new_roles": {
    "2024-CA-08-000019": "Buyer",
    "2024-CA-08-000035": "Co Buyer 1"
  }
}

Response

The expected response is a JSON object that confirms the operation. It includes:

• message (string): A confirmation message regarding the update operation. An empty string indicates that the operation was successful.

Example Response

{
  "message": ""
}

Notes

• Ensure that the docname corresponds to an existing credit application in the system.

• The roles provided in new_roles should be valid and recognized by the application.

• This endpoint is critical for managing user roles within credit applications, so it should be used with caution.