Transaction API

Packet

List of Classes

TransactionController

AjaxResponse

AnalyticDataViewFilter

Archive

ArchiveManager

AreaChart

Attachment

AudioFile

BarChart

BillingEngine

BillingEvent

Browser

Buffer

BusinessUtil

CacheManager

Cell

CellFilter

Chart

ChartSharedSettings

ChartTool

Chunk

CommonPacket

ConsoleManager

ConsolePacket

ConsoleResponse

Cube

Data

DataList

DataListFilter

DataReader

DataRecord

DataSet

DataSetRecord

DataSetResult

DataView

DataViewBuilder

DataViewCriteria

DataViewFilter

DataViewList

DataViewRecord

DatasetFile

DateUtil

DisplaySettings

Document

DocumentFile

DownloadResponse

Email

EncryptionUtil

Enterprise

EnterpriseInfo

ExcelFile

File

FileBuffer

Formatter

Fragment

FtpRequest

GeoUtil

GroupConcat

ImageFile

Inspector

Installer

InstallerPal

JSONBuffer

JSONParser

Job

JobManager

LineChart

LockManager

Logger

MailBox

MailBoxList

MailMessage

MailResponse

Message

MessageManager

Modules

Monitor

PWA

Packet

PacketDataList

PacketDataRecord

Page

PagingInfo

Pal

PalActivationKeyInfo

PalInfo

Payload

PdfFile

PieChart

Profile

ProfileInfo

ProfilePacket

ProfilePalManager

ProfileTxManager

QRUtil

Render

Request

Role

RuntimePal

SSOToken

SafeBox

ScatterPlotChart

ServiceRequest

ServiceResponse

ShellPal

ShellPalManager

SignSettings

SiteBuilder

Slice

SmartDoc

SmartDocManager

Socket

SocketResponse

StorageProvider

StorageProviderDataList

StoredObject

SystemDataView

SystemDataViewFilter

TextEmail

TextMessage

TiffBuilder

TransactionPacket

TransactionUtil

Tunnel

TunnelResult

UnknownFile

Upload

User

VCardFile

Validator

ValidityCheck

Wizard

WorkflowResponse

XMLReader

ZoneAccess

Method Summary
Attachment addAttachment(File file, String name, String description)

Logically attaches the contents of the given File to this packet. Returns null if doing so exceeds the transaction size. Name is the id by which the Pal developer will access the file, pass null for name to have a GUID automatically assigned. The description is what you should display to the user, it is the description of the attachment.

  addAuditEntry(String event, String description)

Adds an audit entry to the transaction.

Document addDocument(String docname)

Adds the specified document to the packet

Document addDocument(String docname, Data data)

Adds the specified document to the packet and populates using the data supplied. Executes tag and jexl business logic upon create. See also Document.reloadFromPal.

Document addDocumentFromAttachment(Attachment file, String docname, String description)

Adds the specified attachment to the packet as a document. The attachment should be PDF

Document addDocumentFromFile(File file, String docname, String description)

Adds the specified content to the packet as a document. The file should be PDF or HTML.

Document addDocumentFromFile(File file, String docname, String description, Data data)

Adds the specified content to the packet as a document and populates the document with the data. The file should be PDF or HTML.

Document addDocumentFromPal(String palId, String docname, String newname, String description, Data data)

Adds the document from the pal specified to this packet. Returns null if the pal is not accessible or does not have the specified document or a document already exists in this packet with the given name. See TransactionController.getPalDocuments.

Document addDuplicateDocument(String docname, String newname, String description)

Adds the specified document to the packet with the specified new name and description.

Document addDuplicateDocument(String docname, String newname, String description, Data data)

Adds the specified document to the packet with the specified new name and description and populates using the data supplied. Executes tag and jexl business logic upon create. See also Document.reloadFromPal.

Wizard addDuplicateWizard(String name, String newName)

Adds the specified wizard with the specified new name.

boolean addGroup(String group)

Associates this packet with the specified private group. Returns false if the group does not exist.

Wizard addWizard(String name)

Adds the specified wizard.

Role assignEnterpriseRole(ProfileInfo profileInfo, String role)

Verifies the profile is enterprise then assigns the specified role. Returns null if the profile is not enterprise.

Role assignEnterpriseRole(String email, String role, EnterpriseInfo enterprise)

Add a user to the transaction. Give the user the specified role. Require the user to have a profile on the specified Enterprise. Returns null if the user does not have a profile on the specified enterprise. Also returns null if there is not an account associated with the specified email.

Role assignPersonalRole(ProfileInfo profileInfo, String role)

Assigns the role to the personal profile associated with the user who owns the given profile (which may or may not be personal).

Role assignPersonalRole(String email, String role)

Add a user to the transaction. Give the user the specified role and associate the user's personal profile with the role if a user exists with the given email. If not, it will return a virtual Role. When the virtual user logs in for the first time (from a link, etc.) the role/personal profile would be associated with the new user.

Role assignRole(ProfileInfo profileInfo, String role)

Assigns the role to the specified user profile.

  cancelDelete()

Cancels deletion of the transaction.

  commit()

Typically changes to the packet are committed at the end of the workflow cycle. However, sometimes you need to commit before, in which case use this method. You should not use it more than once in a given workflow cycle.

Data createData(String name)

If a data object already exists in the packet with the given name, then returns that data object, otherwise creates a new data object with the given name.

PacketDataList createDataList(String name, String[] columns)

Creates a new persistent DataList and returns it. Maximum column name size is 1000 and max column count is 300. Quietly over-rides any existing DataList with the same name. Column names cannot be null or empty.

Document createDocument(SmartDoc smartDoc, Data data)

Adds a document using the SmartDoc. See also DisplaySettings.renderSmart. Note that this method will also merge the layer. If you intend to do secondary layer manipulation, don't use this method. Instead use addDocumentFromFile.

Document createPdfDocument(PdfFile file, String name, String description)

Adds the document from the PDF file. See DisplaySettings.renderSmart and Document.setLayerPayload.

String createPublicPin(String firstName, String lastName, Date expirationDate, int size, boolean recycle)

Creates a PIN that can be used to access this transaction. The PIN size is minimum 5 and maximum 16. First and last name are required. ExpirationDate is required and must be in the future. Use of this method should be carefully reviewed since it represents open access (non authenticated user) to this transaction when used in conjunction with Web related APIs.

String createUserPin(String firstName, String lastName, String emailAddress, Date expirationDate, int size, boolean recycle)

Creates a PIN that can be used to access this transaction. The PIN size is minimum 5 and maximum 16. First name, Last name, and Email are required. ExpirationDate is required and must be in the future. The user associated with this PIN must have a ContractPal account or must create an account.

boolean deleteAttachment(String name)

Deletes the attachment with the given name. Returns false if no attachment exists with the name.

  deleteData(String name)

Deletes the Data object with the given name.

  deleteDataList(String name)

Deletes the specified DataList.

  deleteDataLists()

Deletes all DataList objects in this packet.

  deleteDatas()

Deletes all Data objects in this packet.

  deleteDocument(String docname)

Deletes the specified document.

  deletePin(String pin)

Deletes the specified PIN.

  deleteProperty(String name)

Deletes the specified property.

  deleteWizard(String name)

Deletes the wizard with the given name.

boolean disableSystemWorkflow()
⚠Deprecated since 06-19-2024. Use JobManager Job

Disables/cancels execution of system workflow. If there is no system workflowassociated with this Pal, calling this method is quietly ignored.

boolean enableSystemWorkflow()
⚠Deprecated since 06-19-2024. Use JobManager Job

Marks the system workflow (if any) available for execution. If there is no system workflowassociated with this Pal, calling this method is quietly ignored. This method returns false if system workflow is not enabled by the activation key.

  endAccessPeriod()

Ends the Access period and adjusts the Archive period according to the activation key. This may trigger auto-archive or auto-delete if enabled for the enterprise.

  endExecutionPeriod()

Immediately ends the Execution period (if in the future) and adjusts the Access and Archive periods according to the activation key.

boolean expandSize(int sizeInMB)

Expands the transaction size by the specified amount in MB and charges the corresponding fee as a pal billing event.

DataList getAllAttachments()

Returns a DataList containing information on attachments of this packet and all of its documents.

Attachment getAttachment(String name)

Returns the attachment identified by name. Returns null if no attachment exists with the given name.

DataList getAttachments()

Returns a DataList containing information on attachments of this packet.

DataList getAuditLogs()

Returns the audit log entries associated with this Packet and all of its documents.

BillingEngine getBillingEngine()

Returns the billing engine for this Transaction. Throws exception if the Activation Key does not enable pal billing.

String getBillingReference()

Returns the billing reference associated with the execution fee for this Packet. Deployed Packets only.

String getCategory()

Returns the category of this packet.

String getColumn1()

Returns custom column value

String getColumn2()

Returns custom column value

String getColumn3()

Returns custom column value

String getColumn4()

Returns custom column value

Date getCreateDate()

Returns the date this transaction packet was created.

Document getCurrentDocument()

Returns the active document (the last one shown for signing or viewing).

Wizard getCurrentWizard()

Returns the current wizard.

Data getData()

Returns information about this Packet.

Data getData(String name)

Returns the named Data object. Modifications to the content of the Data object are automatically persisted.

PacketDataList getDataList(String name)

Returns the specified DataList if it exists, or null if it does not.

DataList getDataLists()

Returns a read-only DataList of all the DataList objects in this transaction.

DataList getDatas()

Returns a read-only DataList of all the Data objects in this transaction.

String getDefaultProperty(String field, String defaultValue, boolean emptyIsNull)

Returns the given property. If the field does not exist, it returns the default value. If the field exists but is value is empty, this method returns defaultValue only if emptyIsNull=true.

String getDescription()

Returns the description of this packet.

Document getDocument(String docname)

Returns the specified document. Returns null if no document exists with the given name.

DataList getDocuments()

Returns a read-only DataList of all the documents in this transaction. The name of the datalist is 'documents'.

DataList getDocumentsAndSignatures()

Returns a read-only DataList of all the documents and signatures in this transaction. The name of the datalist is 'documents'.

SystemDataView getEmailJobs()

Returns list of email jobs for this transaction.

DataList getEmails()

Returns all email jobs related to this Packet.

SystemDataView getEnterpriseRoles(String role, EnterpriseInfo enterpriseInfo)

Returns a SystemDataView that can be used to list users who have the given role and belong to the specified enterprise. Pass * as the role to get all users.

int getExpandAvailable()

Returns the available expansion size in MB. Returns 0 if there is no amount left or if pricing does not permit expansion.

int getExpandSize()

Returns the current expansion size in MB.

Document getFirstDocument()

Returns the first document in the Packet or null if there are no documents.

DataList getGroups()

Returns a DataList of all groups associated with this packet.

String getId()

Returns the ID of the transaction. This can be used in conjunction with web services.

JobManager getJobManager()

Returns a JobManager specific to this Packet.

Date getLastCycle()
⚠Deprecated since 06-19-2024. Use JobManager Job

Returns the date when Transaction System workflow will ran last.

Document getLastDocument()

Returns the last document in the Packet or null if there are no documents.

int getMaxUploadSize()

Returns the maximum size in KB that can be uploaded to this Packet. This will never be more than the max upload setting of the activation key. This number changes as the transaction size increases or decreases.

String getName()

Returns the name of this packet.

Date getNextCycle()
⚠Deprecated since 06-19-2024. Use JobManager Job

Returns the date when Transaction System workflow will run next.

PacketDataList getOrCreateDataList(String name, String[] columns)

Creates a new persistent DataList and returns it. Maximum column name size is 1000 and max column count is 300. If a DataList with the same name already exists, the existing list will be returned but no check is made regarding column names. Column names cannot be null or empty.

EnterpriseInfo getOwner()

Returns the enterprise that owns the Transaction.

String getPalId()

Returns the Pal ID of this transaction.

SystemDataView getPins()

Returns a SystemDataView that can be used for accessing PINS associated with this Packet.

Role getProfileRole(String profileId, String role)

Returns the role matching profile and role. Returns null if not found.

Data getProperties()

Returns all properties of this Packet as a read-only Data object. Changes made to these items are not persisted.

String getProperty(String name)

Returns the specified property.

Document getReviewDocument()

Returns the document selected for review by the user.

Role getRole(String role)

Returns the (first) Role with the given role. Safe use of this method is situations where only one user will have the specified role.

Role getRoleByEmail(String email)

Returns the Role associated with this transaction and the given email.

Role[] getRoles(String role)

Returns an array of Roles with the given role. Pass * as the role to get all Roles.

Date getScheduledDeleteDate()

If this transaction has been scheduled for deletion, returns the date. Otherwise returns null. See scheduleDelete method.

String getSecureId()

Returns the ID of the transaction, encrypted. This can be used in conjunction with Web Pal architecture.

String getSecuredTxStatus()

Returns the secured status.

DataList getSignedDocumentsByUser(String userId)

Returns a DataList of all the documents in this transaction that have been signed by the specified user. See Profile.getUserId().

int getSize()

Returns the size of this Packet in bytes.

String getStatus()

Returns the status of the packet.

String getSystemStatus()
⚠Deprecated since 06-19-2024. Use JobManager Job

Returns the status of the system workflow.

Role getUserRole(String email, String role)

Returns the role matching email and role. Returns null if not found.

SystemDataView getUserRoles(String role)

Returns a SystemDataView that can be used to list users who have the given role. Pass * as the role to get all users.

String getWebServiceStatus()

Returns the status of the web service workflow.

Wizard getWizard(String name)

Returns the specified wizard.

boolean hasDocument(String docname)

Returns true if the given document exists in the packet.

boolean hasWizard(String name)

Returns true if the packet has the specified wizard.

boolean isSecuredTx()

Returns true if this is a secured transaction.

boolean isStatus(String status)

Returns true if the packet status is the specified status.

boolean isSystemError()
⚠Deprecated since 06-19-2024. Use JobManager Job

Returns true if Transaction System workflow generated an error.

boolean isSystemStatus(String status)
⚠Deprecated since 06-19-2024. Use JobManager Job

Returns true if the system status is the specified status.

boolean isWebServiceStatus(String status)

Returns true if the web service status is the specified status.

  removeGroup(String group)

Removes the packet from the specified private group.

  removeSecuredTxStatus()

Removes the secured status, making this no longer a secured transaction.

  revokeRoles(String role)

Revokes the role from all users who have it

boolean schedule(Date date)
⚠Deprecated since 06-19-2024. Use JobManager Job

Schedules the system workflow to run on the given date. Returns false if the given date is more than 5 minutes in the past or exceeds the access period of the transaction or if system workflow is not enabled by the activation key.

boolean scheduleDelete(Date date, String dataSetNames)

Schedules this transaction to be deleted on the specified date. If dataSetNames is not null, the related record in the identified dataSets will also be deleted. This method returns false if the activation key does not permit deletions. DataSetNames should be null or a comma seperated list of dataSet names.

  setBillingReference(String reference)

Sets the billing reference associated with the execution fee for this Packet. Deployed Packets only.

  setCategory(String category)

Sets the category of this packet. Maximum length is 80 characters.

  setColumn1(String value)

Sets custom column value

  setColumn2(String value)

Sets custom column value

  setColumn3(String value)

Sets custom column value

  setColumn4(String value)

Sets custom column value

  setData(String name, Data data)

Saves the Data object with the given name, over-writing any existing Data object with the same name.

  setDataList(PacketDataList list)

Saves the specified DataList, over-writing any other table that might exist with the same name.

  setDescription(String description)

Sets the description of this packet. Maximum length is 128 characters.

  setName(String name)

Sets the name of this packet. Maximum length is 80 characters.

  setProperty(String name, String value)

Sets the specified property.

  setSecuredTxStatus(String securedStatus)

Sets the secured status.

  setStatus(String status)

Sets the status of the packet.

  setSystemStatus(String status)
⚠Deprecated since 06-19-2024. Use JobManager Job

Sets the system status of the packet.

  setWebServiceStatus(String status)

Sets the web service status of the packet.

File toFile(String fileName, boolean encrypt, String password)

Extracts the transaction packet XML along with all documents, attachments and wizards and wraps with a digital signature 'tamper seal'. An audit entry is recorded whenever this method is called. If encrypt is true, password is required and the contents will be PGP encrypted with the password. Note that this method has a 4MB packet size limit unless called from system workflow. Beware there is a considerable amount of public and private information in the contents of a transaction packet. Use this method with discretion.

Payload toPayload()

Extracts the properties, Data, and DataLists of this transaction packet as a Payload object. Changes are not saved.

String toString()

Returns a description of this object.

  updatePin(String pin, Date newExpirationDate)

Updates the specified PIN. Expiration date must be in the future

Method Detail


Attachment addAttachment(File file, String name, String description)

Logically attaches the contents of the given File to this packet. Returns null if doing so exceeds the transaction size. Name is the id by which the Pal developer will access the file, pass null for name to have a GUID automatically assigned. The description is what you should display to the user, it is the description of the attachment.

Parameters:

  • File   file
  • String   name
  • String   description

Returns:  Attachment

Since: 11-18-2008

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addAuditEntry(String event, String description)

Adds an audit entry to the transaction.

Parameters:

  • String   event
  • String   description

Since: 05-31-2007

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Document addDocument(String docname)

Adds the specified document to the packet

Parameters:

  • String   docname Required parameter. Maximum allowed size of parameter: 80

Returns:  Document

Since: 05-31-2007

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Document addDocument(String docname, Data data)

Adds the specified document to the packet and populates using the data supplied. Executes tag and jexl business logic upon create. See also Document.reloadFromPal.

Parameters:

  • String   docname Required parameter. Maximum allowed size of parameter: 80
  • Data   data

Returns:  Document

Since: 05-13-2008

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Document addDocumentFromAttachment(Attachment file, String docname, String description)

Adds the specified attachment to the packet as a document. The attachment should be PDF

Parameters:

  • Attachment   file Required parameter.
  • String   docname Required parameter. Maximum allowed size of parameter: 80
  • String   description Maximum allowed size of parameter: 80

Returns:  Document

Since: 08-27-2009

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Document addDocumentFromFile(File file, String docname, String description)

Adds the specified content to the packet as a document. The file should be PDF or HTML.

Parameters:

  • File   file Required parameter.
  • String   docname Required parameter. Maximum allowed size of parameter: 80
  • String   description Required parameter. Maximum allowed size of parameter: 80

Returns:  Document

Since: 05-31-2007

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Document addDocumentFromFile(File file, String docname, String description, Data data)

Adds the specified content to the packet as a document and populates the document with the data. The file should be PDF or HTML.

Parameters:

  • File   file Required parameter.
  • String   docname Required parameter. Maximum allowed size of parameter: 80
  • String   description Required parameter. Maximum allowed size of parameter: 80
  • Data   data

Returns:  Document

Since: 10-02-2009

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Document addDocumentFromPal(String palId, String docname, String newname, String description, Data data)

Adds the document from the pal specified to this packet. Returns null if the pal is not accessible or does not have the specified document or a document already exists in this packet with the given name. See TransactionController.getPalDocuments.

Parameters:

  • String   palId Required parameter.
  • String   docname Required parameter. Maximum allowed size of parameter: 80
  • String   newname Maximum allowed size of parameter: 80
  • String   description Maximum allowed size of parameter: 80
  • Data   data

Returns:  Document

Since: 05-31-2007

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Document addDuplicateDocument(String docname, String newname, String description)

Adds the specified document to the packet with the specified new name and description.

Parameters:

  • String   docname Required parameter. Maximum allowed size of parameter: 80
  • String   newname Required parameter. Maximum allowed size of parameter: 80
  • String   description Required parameter. Maximum allowed size of parameter: 80

Returns:  Document

Since: 05-31-2007

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Document addDuplicateDocument(String docname, String newname, String description, Data data)

Adds the specified document to the packet with the specified new name and description and populates using the data supplied. Executes tag and jexl business logic upon create. See also Document.reloadFromPal.

Parameters:

  • String   docname Required parameter. Maximum allowed size of parameter: 80
  • String   newname Required parameter. Maximum allowed size of parameter: 80
  • String   description Required parameter. Maximum allowed size of parameter: 80
  • Data   data

Returns:  Document

Since: 05-31-2007

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Wizard addDuplicateWizard(String name, String newName)

Adds the specified wizard with the specified new name.

Parameters:

  • String   name Required parameter. Maximum allowed size of parameter: 80
  • String   newName Required parameter. Maximum allowed size of parameter: 80

Returns:  Wizard

Since: 05-31-2007

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boolean addGroup(String group)

Associates this packet with the specified private group. Returns false if the group does not exist.

Parameters:

  • String   group Required parameter.

Returns:  boolean

Since: 12-18-2008

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Wizard addWizard(String name)

Adds the specified wizard.

Parameters:

  • String   name Required parameter. Maximum allowed size of parameter: 80

Returns:  Wizard

Since: 05-31-2007

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Role assignEnterpriseRole(ProfileInfo profileInfo, String role)

Verifies the profile is enterprise then assigns the specified role. Returns null if the profile is not enterprise.

Parameters:

  • ProfileInfo   profileInfo Required parameter.
  • String   role Required parameter. Maximum allowed size of parameter: 80

Returns:  Role

Since: 02-07-2011

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Role assignEnterpriseRole(String email, String role, EnterpriseInfo enterprise)

Add a user to the transaction. Give the user the specified role. Require the user to have a profile on the specified Enterprise. Returns null if the user does not have a profile on the specified enterprise. Also returns null if there is not an account associated with the specified email.

Parameters:

  • String   email Required parameter. Maximum allowed size of parameter: 254
  • String   role Required parameter. Maximum allowed size of parameter: 80
  • EnterpriseInfo   enterprise Required parameter.

Returns:  Role

Since: 05-18-2011

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Role assignPersonalRole(ProfileInfo profileInfo, String role)

Assigns the role to the personal profile associated with the user who owns the given profile (which may or may not be personal).

Parameters:

  • ProfileInfo   profileInfo Required parameter.
  • String   role Required parameter. Maximum allowed size of parameter: 80

Returns:  Role

Since: 02-07-2011

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Role assignPersonalRole(String email, String role)

Add a user to the transaction. Give the user the specified role and associate the user's personal profile with the role if a user exists with the given email. If not, it will return a virtual Role. When the virtual user logs in for the first time (from a link, etc.) the role/personal profile would be associated with the new user.

Parameters:

  • String   email Required parameter. Maximum allowed size of parameter: 254
  • String   role Required parameter. Maximum allowed size of parameter: 80

Returns:  Role

Since: 05-18-2011

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Role assignRole(ProfileInfo profileInfo, String role)

Assigns the role to the specified user profile.

Parameters:

  • ProfileInfo   profileInfo Required parameter.
  • String   role Required parameter. Maximum allowed size of parameter: 80

Returns:  Role

Since: 05-18-2011

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cancelDelete()

Cancels deletion of the transaction.

Since: 09-13-2011

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commit()

Typically changes to the packet are committed at the end of the workflow cycle. However, sometimes you need to commit before, in which case use this method. You should not use it more than once in a given workflow cycle.

Since: 10-31-2011

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Data createData(String name)

If a data object already exists in the packet with the given name, then returns that data object, otherwise creates a new data object with the given name.

Parameters:

  • String   name

Returns:  Data

Since: 10-07-2009

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PacketDataList createDataList(String name, String[] columns)

Creates a new persistent DataList and returns it. Maximum column name size is 1000 and max column count is 300. Quietly over-rides any existing DataList with the same name. Column names cannot be null or empty.

Parameters:

  • String   name Required parameter. Maximum allowed size of parameter: 1000
  • String[]   columns Required parameter.

Returns:  PacketDataList

Since: 07-08-2010

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Document createDocument(SmartDoc smartDoc, Data data)

Adds a document using the SmartDoc. See also DisplaySettings.renderSmart. Note that this method will also merge the layer. If you intend to do secondary layer manipulation, don't use this method. Instead use addDocumentFromFile.

Parameters:

Returns:  Document

Since: 06-28-2012

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Document createPdfDocument(PdfFile file, String name, String description)

Adds the document from the PDF file. See DisplaySettings.renderSmart and Document.setLayerPayload.

Parameters:

  • PdfFile   file Required parameter.
  • String   name Required parameter. Maximum allowed size of parameter: 80
  • String   description Required parameter. Maximum allowed size of parameter: 80

Returns:  Document

Since: 05-15-2018

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String createPublicPin(String firstName, String lastName, Date expirationDate, int size, boolean recycle)

Creates a PIN that can be used to access this transaction. The PIN size is minimum 5 and maximum 16. First and last name are required. ExpirationDate is required and must be in the future. Use of this method should be carefully reviewed since it represents open access (non authenticated user) to this transaction when used in conjunction with Web related APIs.

Parameters:

  • String   firstName Required parameter. Maximum allowed size of parameter: 30
  • String   lastName Required parameter. Maximum allowed size of parameter: 30
  • Date   expirationDate Required parameter.
  • int   size
  • boolean   recycle

Returns:  String

Since: 11-19-2009

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String createUserPin(String firstName, String lastName, String emailAddress, Date expirationDate, int size, boolean recycle)

Creates a PIN that can be used to access this transaction. The PIN size is minimum 5 and maximum 16. First name, Last name, and Email are required. ExpirationDate is required and must be in the future. The user associated with this PIN must have a ContractPal account or must create an account.

Parameters:

  • String   firstName Required parameter. Maximum allowed size of parameter: 30
  • String   lastName Required parameter. Maximum allowed size of parameter: 30
  • String   emailAddress Required parameter. Maximum allowed size of parameter: 255
  • Date   expirationDate Required parameter.
  • int   size
  • boolean   recycle

Returns:  String

Since: 11-19-2009

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boolean deleteAttachment(String name)

Deletes the attachment with the given name. Returns false if no attachment exists with the name.

Parameters:

  • String   name

Returns:  boolean

Since: 11-26-2008

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deleteData(String name)

Deletes the Data object with the given name.

Parameters:

  • String   name

Since: 05-31-2007

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deleteDataList(String name)

Deletes the specified DataList.

Parameters:

  • String   name

Since: 08-01-2007

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deleteDataLists()

Deletes all DataList objects in this packet.

Since: 05-14-2012

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deleteDatas()

Deletes all Data objects in this packet.

Since: 05-14-2012

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deleteDocument(String docname)

Deletes the specified document.

Parameters:

  • String   docname

Since: 05-31-2007

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deletePin(String pin)

Deletes the specified PIN.

Parameters:

  • String   pin

Since: 11-19-2009

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deleteProperty(String name)

Deletes the specified property.

Parameters:

  • String   name Required parameter. Maximum allowed size of parameter: 1000

Since: 05-31-2007

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deleteWizard(String name)

Deletes the wizard with the given name.

Parameters:

  • String   name

Since: 05-31-2007

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boolean disableSystemWorkflow()

Disables/cancels execution of system workflow. If there is no system workflowassociated with this Pal, calling this method is quietly ignored.

Returns:  boolean

Since: 12-01-2010

This method has been deprecated since 06-19-2024. Use JobManager Job

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boolean enableSystemWorkflow()

Marks the system workflow (if any) available for execution. If there is no system workflowassociated with this Pal, calling this method is quietly ignored. This method returns false if system workflow is not enabled by the activation key.

Returns:  boolean

Since: 05-31-2007

This method has been deprecated since 06-19-2024. Use JobManager Job

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endAccessPeriod()

Ends the Access period and adjusts the Archive period according to the activation key. This may trigger auto-archive or auto-delete if enabled for the enterprise.

Since: 11-30-2016

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endExecutionPeriod()

Immediately ends the Execution period (if in the future) and adjusts the Access and Archive periods according to the activation key.

Since: 05-31-2007

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boolean expandSize(int sizeInMB)

Expands the transaction size by the specified amount in MB and charges the corresponding fee as a pal billing event.

Parameters:

  • int   sizeInMB Required parameter. Maximum allowed size of parameter: 100

Returns:  boolean

Since: 01-18-2017

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DataList getAllAttachments()

Returns a DataList containing information on attachments of this packet and all of its documents.

Returns:  DataList


DataList Name: attachments
DataList Fields: id, name, description, filename, contentType, createDate, size, type, creator, lastModifier, lastModifiedDate, htmlConversionSupported

Since: 12-19-2008

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Attachment getAttachment(String name)

Returns the attachment identified by name. Returns null if no attachment exists with the given name.

Parameters:

  • String   name

Returns:  Attachment

Since: 11-18-2008

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DataList getAttachments()

Returns a DataList containing information on attachments of this packet.

Returns:  DataList


DataList Name: attachments
DataList Fields: id, name, description, filename, contentType, createDate, size, type, creator, lastModifier, lastModifiedDate, htmlConversionSupported

Since: 11-18-2008

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DataList getAuditLogs()

Returns the audit log entries associated with this Packet and all of its documents.

Returns:  DataList


DataList Name: auditlogs
DataList Fields: event, description, document, date, email, role, ipaddress, palversion, useragent

Since: 12-03-2008

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BillingEngine getBillingEngine()

Returns the billing engine for this Transaction. Throws exception if the Activation Key does not enable pal billing.

Returns:  BillingEngine

Since: 05-30-2013

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String getBillingReference()

Returns the billing reference associated with the execution fee for this Packet. Deployed Packets only.

Returns:  String

Since: 05-05-2010

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String getCategory()

Returns the category of this packet.

Returns:  String

Since: 05-31-2007

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String getColumn1()

Returns custom column value

Returns:  String

Since: 01-20-2010

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String getColumn2()

Returns custom column value

Returns:  String

Since: 01-20-2010

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String getColumn3()

Returns custom column value

Returns:  String

Since: 01-20-2010

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String getColumn4()

Returns custom column value

Returns:  String

Since: 01-20-2010

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Date getCreateDate()

Returns the date this transaction packet was created.

Returns:  Date

Since: 01-06-2010

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Document getCurrentDocument()

Returns the active document (the last one shown for signing or viewing).

Returns:  Document

Since: 05-31-2007

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Wizard getCurrentWizard()

Returns the current wizard.

Returns:  Wizard

Since: 05-31-2007

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Data getData()

Returns information about this Packet.

Returns:  Data

Since: 03-12-2012

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Data getData(String name)

Returns the named Data object. Modifications to the content of the Data object are automatically persisted.

Parameters:

  • String   name

Returns:  Data

Since: 05-31-2007

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PacketDataList getDataList(String name)

Returns the specified DataList if it exists, or null if it does not.

Parameters:

  • String   name

Returns:  PacketDataList

Since: 08-01-2007

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DataList getDataLists()

Returns a read-only DataList of all the DataList objects in this transaction.

Returns:  DataList


DataList Name: datalists
DataList Fields: name

Since: 05-14-2012

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DataList getDatas()

Returns a read-only DataList of all the Data objects in this transaction.

Returns:  DataList


DataList Name: datas
DataList Fields: name

Since: 05-14-2012

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String getDefaultProperty(String field, String defaultValue, boolean emptyIsNull)

Returns the given property. If the field does not exist, it returns the default value. If the field exists but is value is empty, this method returns defaultValue only if emptyIsNull=true.

Parameters:

  • String   field
  • String   defaultValue
  • boolean   emptyIsNull

Returns:  String

Since: 09-05-2008

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String getDescription()

Returns the description of this packet.

Returns:  String

Since: 05-31-2007

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Document getDocument(String docname)

Returns the specified document. Returns null if no document exists with the given name.

Parameters:

  • String   docname

Returns:  Document

Since: 05-31-2007

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DataList getDocuments()

Returns a read-only DataList of all the documents in this transaction. The name of the datalist is 'documents'.

Returns:  DataList


DataList Name: documents
DataList Fields: name, description, status, type, sortOrder

Since: 07-12-2007

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DataList getDocumentsAndSignatures()

Returns a read-only DataList of all the documents and signatures in this transaction. The name of the datalist is 'documents'.

Returns:  DataList


DataList Name: documents
DataList Fields: name, description, status, id, type, role, signed, email, auditName, data, sortOrder

Since: 09-15-2009

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SystemDataView getEmailJobs()

Returns list of email jobs for this transaction.

Returns:  SystemDataView


DataList Name: TransactionPacketEmailJobs
DataList Keys/Column Name Column Type Read Only
id String  
email String  
subject String  
status String  
created Date  
sent Date  
expireDate Date  
attempts Number  
nextAttempt Date  
replyTo String  
type String  
sendDate Date  
deliveryStatus String  
senderFirstName String  
senderLastName String  
settingsId String  
senderEmail String  

Since: 08-26-2010

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DataList getEmails()

Returns all email jobs related to this Packet.

Returns:  DataList


DataList Name: emails
DataList Fields: id, email, subject, status, created, sent, attempts, nextAttempt, senderFirstName, senderLastName, senderEmail, replyTo, type, sendDate, settingsId

Since: 12-03-2008

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SystemDataView getEnterpriseRoles(String role, EnterpriseInfo enterpriseInfo)

Returns a SystemDataView that can be used to list users who have the given role and belong to the specified enterprise. Pass * as the role to get all users.

Parameters:

  • String   role Required parameter.
  • EnterpriseInfo   enterpriseInfo Required parameter.

Returns:  SystemDataView


DataList Name: TransactionPacketEnterpriseUsers
DataList Keys/Column Name Column Type Read Only
firstName String  
lastName String  
email String  
status String  
role String  
active Boolean  
accessDate Date  

Since: 05-18-2011

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int getExpandAvailable()

Returns the available expansion size in MB. Returns 0 if there is no amount left or if pricing does not permit expansion.

Returns:  int

Since: 01-18-2017

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int getExpandSize()

Returns the current expansion size in MB.

Returns:  int

Since: 01-18-2017

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Document getFirstDocument()

Returns the first document in the Packet or null if there are no documents.

Returns:  Document

Since: 11-01-2012

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DataList getGroups()

Returns a DataList of all groups associated with this packet.

Returns:  DataList


DataList Name: packetGroups
DataList Fields: name, description, type

Since: 12-18-2008

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String getId()

Returns the ID of the transaction. This can be used in conjunction with web services.

Returns:  String

Since: 01-11-2008

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JobManager getJobManager()

Returns a JobManager specific to this Packet.

Returns:  JobManager

Since: 06-19-2024

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Date getLastCycle()

Returns the date when Transaction System workflow will ran last.

Returns:  Date

Since: 11-17-2011

This method has been deprecated since 06-19-2024. Use JobManager Job

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Document getLastDocument()

Returns the last document in the Packet or null if there are no documents.

Returns:  Document

Since: 11-01-2012

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int getMaxUploadSize()

Returns the maximum size in KB that can be uploaded to this Packet. This will never be more than the max upload setting of the activation key. This number changes as the transaction size increases or decreases.

Returns:  int

Since: 11-25-2008

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String getName()

Returns the name of this packet.

Returns:  String

Since: 12-18-2009

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Date getNextCycle()

Returns the date when Transaction System workflow will run next.

Returns:  Date

Since: 11-17-2011

This method has been deprecated since 06-19-2024. Use JobManager Job

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PacketDataList getOrCreateDataList(String name, String[] columns)

Creates a new persistent DataList and returns it. Maximum column name size is 1000 and max column count is 300. If a DataList with the same name already exists, the existing list will be returned but no check is made regarding column names. Column names cannot be null or empty.

Parameters:

  • String   name Required parameter. Maximum allowed size of parameter: 1000
  • String[]   columns Required parameter.

Returns:  PacketDataList

Since: 07-08-2010

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EnterpriseInfo getOwner()

Returns the enterprise that owns the Transaction.

Returns:  EnterpriseInfo

Since: 02-17-2011

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String getPalId()

Returns the Pal ID of this transaction.

Returns:  String

Since: 05-31-2016

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SystemDataView getPins()

Returns a SystemDataView that can be used for accessing PINS associated with this Packet.

Returns:  SystemDataView


DataList Name: Pins
DataList Keys/Column Name Column Type Read Only
palId String  
transactionId String  
txId String  
pin String  
auditName String  
email String  
lastAccess Date  
expirationDate Date  
publicAccess Boolean  

Since: 11-19-2009

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Role getProfileRole(String profileId, String role)

Returns the role matching profile and role. Returns null if not found.

Parameters:

  • String   profileId Required parameter. Maximum allowed size of parameter: 254
  • String   role Required parameter. Maximum allowed size of parameter: 80

Returns:  Role

Since: 12-03-2012

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Data getProperties()

Returns all properties of this Packet as a read-only Data object. Changes made to these items are not persisted.

Returns:  Data

Since: 05-31-2007

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String getProperty(String name)

Returns the specified property.

Parameters:

  • String   name Required parameter. Maximum allowed size of parameter: 1000

Returns:  String

Since: 05-31-2007

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Document getReviewDocument()

Returns the document selected for review by the user.

Returns:  Document

Since: 05-31-2007

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Role getRole(String role)

Returns the (first) Role with the given role. Safe use of this method is situations where only one user will have the specified role.

Parameters:

  • String   role Required parameter.

Returns:  Role

Since: 05-18-2011

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Role getRoleByEmail(String email)

Returns the Role associated with this transaction and the given email.

Parameters:

  • String   email Required parameter. Maximum allowed size of parameter: 254

Returns:  Role

Since: 05-18-2011

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Role[] getRoles(String role)

Returns an array of Roles with the given role. Pass * as the role to get all Roles.

Parameters:

  • String   role Required parameter.

Returns:  Role[]

Since: 05-18-2011

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Date getScheduledDeleteDate()

If this transaction has been scheduled for deletion, returns the date. Otherwise returns null. See scheduleDelete method.

Returns:  Date

Since: 09-23-2009

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String getSecureId()

Returns the ID of the transaction, encrypted. This can be used in conjunction with Web Pal architecture.

Returns:  String

Since: 04-10-2008

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String getSecuredTxStatus()

Returns the secured status.

Returns:  String

Since: 05-16-2011

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DataList getSignedDocumentsByUser(String userId)

Returns a DataList of all the documents in this transaction that have been signed by the specified user. See Profile.getUserId().

Parameters:

  • String   userId Required parameter.

Returns:  DataList


DataList Name: documents
DataList Fields: name, description, status

Since: 06-29-2011

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int getSize()

Returns the size of this Packet in bytes.

Returns:  int

Since: 11-25-2008

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String getStatus()

Returns the status of the packet.

Returns:  String

Since: 05-31-2007

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String getSystemStatus()

Returns the status of the system workflow.

Returns:  String

Since: 05-31-2007

This method has been deprecated since 06-19-2024. Use JobManager Job

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Role getUserRole(String email, String role)

Returns the role matching email and role. Returns null if not found.

Parameters:

  • String   email Required parameter. Maximum allowed size of parameter: 254
  • String   role Required parameter. Maximum allowed size of parameter: 80

Returns:  Role

Since: 12-03-2012

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SystemDataView getUserRoles(String role)

Returns a SystemDataView that can be used to list users who have the given role. Pass * as the role to get all users.

Parameters:

  • String   role Required parameter.

Returns:  SystemDataView


DataList Name: TransactionPacketUsers
DataList Keys/Column Name Column Type Read Only
firstName String  
lastName String  
email String  
status String  
role String  
enterprise Boolean  
personal Boolean  
active Boolean  
accessDate Date  

Since: 02-07-2011

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String getWebServiceStatus()

Returns the status of the web service workflow.

Returns:  String

Since: 05-31-2007

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Wizard getWizard(String name)

Returns the specified wizard.

Parameters:

  • String   name

Returns:  Wizard

Since: 05-31-2007

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boolean hasDocument(String docname)

Returns true if the given document exists in the packet.

Parameters:

  • String   docname

Returns:  boolean

Since: 05-31-2007

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boolean hasWizard(String name)

Returns true if the packet has the specified wizard.

Parameters:

  • String   name

Returns:  boolean

Since: 05-31-2007

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boolean isSecuredTx()

Returns true if this is a secured transaction.

Returns:  boolean

Since: 05-16-2011

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boolean isStatus(String status)

Returns true if the packet status is the specified status.

Parameters:

  • String   status

Returns:  boolean

Since: 05-31-2007

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boolean isSystemError()

Returns true if Transaction System workflow generated an error.

Returns:  boolean

Since: 11-17-2011

This method has been deprecated since 06-19-2024. Use JobManager Job

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boolean isSystemStatus(String status)

Returns true if the system status is the specified status.

Parameters:

  • String   status

Returns:  boolean

Since: 05-31-2007

This method has been deprecated since 06-19-2024. Use JobManager Job

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boolean isWebServiceStatus(String status)

Returns true if the web service status is the specified status.

Parameters:

  • String   status

Returns:  boolean

Since: 05-31-2007

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removeGroup(String group)

Removes the packet from the specified private group.

Parameters:

  • String   group

Since: 12-18-2008

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removeSecuredTxStatus()

Removes the secured status, making this no longer a secured transaction.

Since: 05-16-2011

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revokeRoles(String role)

Revokes the role from all users who have it

Parameters:

  • String   role Required parameter.

Since: 04-20-2018

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boolean schedule(Date date)

Schedules the system workflow to run on the given date. Returns false if the given date is more than 5 minutes in the past or exceeds the access period of the transaction or if system workflow is not enabled by the activation key.

Parameters:

  • Date   date

Returns:  boolean

Since: 12-01-2010

This method has been deprecated since 06-19-2024. Use JobManager Job

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boolean scheduleDelete(Date date, String dataSetNames)

Schedules this transaction to be deleted on the specified date. If dataSetNames is not null, the related record in the identified dataSets will also be deleted. This method returns false if the activation key does not permit deletions. DataSetNames should be null or a comma seperated list of dataSet names.

Parameters:

  • Date   date Required parameter.
  • String   dataSetNames Maximum allowed size of parameter: 200

Returns:  boolean

Since: 09-03-2008

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setBillingReference(String reference)

Sets the billing reference associated with the execution fee for this Packet. Deployed Packets only.

Parameters:

  • String   reference Maximum allowed size of parameter: 15

Since: 05-05-2010

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setCategory(String category)

Sets the category of this packet. Maximum length is 80 characters.

Parameters:

  • String   category Maximum allowed size of parameter: 80

Since: 05-31-2007

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setColumn1(String value)

Sets custom column value

Parameters:

  • String   value Maximum allowed size of parameter: 80

Since: 01-20-2010

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setColumn2(String value)

Sets custom column value

Parameters:

  • String   value Maximum allowed size of parameter: 80

Since: 01-20-2010

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setColumn3(String value)

Sets custom column value

Parameters:

  • String   value Maximum allowed size of parameter: 255

Since: 01-20-2010

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setColumn4(String value)

Sets custom column value

Parameters:

  • String   value Maximum allowed size of parameter: 255

Since: 01-20-2010

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setData(String name, Data data)

Saves the Data object with the given name, over-writing any existing Data object with the same name.

Parameters:

  • String   name
  • Data   data

Since: 05-31-2007

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setDataList(PacketDataList list)

Saves the specified DataList, over-writing any other table that might exist with the same name.

Parameters:

Since: 08-01-2007

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setDescription(String description)

Sets the description of this packet. Maximum length is 128 characters.

Parameters:

  • String   description Maximum allowed size of parameter: 128

Since: 05-31-2007

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setName(String name)

Sets the name of this packet. Maximum length is 80 characters.

Parameters:

  • String   name Required parameter. Maximum allowed size of parameter: 80

Since: 12-18-2009

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setProperty(String name, String value)

Sets the specified property.

Parameters:

  • String   name Required parameter. Maximum allowed size of parameter: 1000
  • String   value  - Value of length cannot exceed available space in the packet as defined by the activation key.. Required parameter.

Since: 05-31-2007

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setSecuredTxStatus(String securedStatus)

Sets the secured status.

Parameters:

  • String   securedStatus Required parameter. Maximum allowed size of parameter: 60

Since: 05-16-2011

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setStatus(String status)

Sets the status of the packet.

Parameters:

  • String   status Maximum allowed size of parameter: 80

Since: 05-31-2007

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setSystemStatus(String status)

Sets the system status of the packet.

Parameters:

  • String   status Maximum allowed size of parameter: 80

Since: 05-31-2007

This method has been deprecated since 06-19-2024. Use JobManager Job

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setWebServiceStatus(String status)

Sets the web service status of the packet.

Parameters:

  • String   status Maximum allowed size of parameter: 80

Since: 05-31-2007

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File toFile(String fileName, boolean encrypt, String password)

Extracts the transaction packet XML along with all documents, attachments and wizards and wraps with a digital signature 'tamper seal'. An audit entry is recorded whenever this method is called. If encrypt is true, password is required and the contents will be PGP encrypted with the password. Note that this method has a 4MB packet size limit unless called from system workflow. Beware there is a considerable amount of public and private information in the contents of a transaction packet. Use this method with discretion.

Parameters:

  • String   fileName Required parameter.
  • boolean   encrypt Required parameter.
  • String   password

Returns:  File

Since: 05-11-2011

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Payload toPayload()

Extracts the properties, Data, and DataLists of this transaction packet as a Payload object. Changes are not saved.

Returns:  Payload

Since: 05-16-2011

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String toString()

Returns a description of this object.

Returns:  String

Since: 06-14-2007

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updatePin(String pin, Date newExpirationDate)

Updates the specified PIN. Expiration date must be in the future

Parameters:

  • String   pin
  • Date   newExpirationDate

Since: 11-19-2009

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Copyright © 2006 - 2024, ContractPal, Inc. All rights reserved. API Date: Dec 03, 2024 10:24 AM