REST API: Working with files

The REST API of Planfix supports working with files

• Attach and update
• Get list of files

Attach and update

You can use the API to attach or update files that you have previously uploaded:

• Tasks
• Contacts
• Projects
• Directories

Task

• Files are only attached or updated in the task description.
• Attach files to the description when creating a task:

• Update files in the task description:

Important:

• Files are replaced with those passed in the files parameter.
• If an empty field is passed, files are detached from the task and deleted if not used elsewhere.
• If the files field is not passed, files are not updated.

Contact

• Files are only attached or updated in the contact description.
• Attach files to the description when creating a contact:

• Update files in the contact description:

Important:

• Files are replaced with those passed in the files parameter.
• If an empty field is passed, files are detached from the contact and deleted if not used elsewhere.
• If the files field is not passed, files are not updated.

Project

• Files are only attached or updated in project documents.
• Attach files during project creation:

• Update files in the project:

Important:

• Files are replaced with those passed in the files parameter.
• If an empty field is passed, the files are removed from the project and deleted if not used elsewhere.
• If the files field is not transferred, the files are not updated.

Directory

Adding a file to a directory entry in Planfix involves two steps: 1. Upload the file using one of the following REST API methods:

• /file/ — Upload a file from a local source.
• /file/from-url/ — Upload a file from a URL.

Make sure to pass directory as the value for the targetType parameter.

In the response, you will receive the ID of the uploaded file.

2.Create a new directory entry and add the file to the “files” field.

Or update an existing directory

Get a list of files

You can obtain a list of files via API:

• Task
• Contact
• Project

Task

The method has a parameter onlyFromDescription, which allows you to retrieve files only from the task description:

Contact

The method has an onlyFromDescription parameter, which you can use to retrieve files from the contact description only:

Project

The method has the parameters pageSize and offset for page navigation through the list:

Go to

• REST API
• API