Record the customer's answer to an order approval
AI agents: read /llms.txt; add .md to any page URL. This page as Markdown: /reference/sales-order-approvals/v2-order-approval-complete.md. Index of every page and the rules for every call: /llms.txt. Guides and concepts in one file: /llms-full.txt. OpenAPI: /openapi.json.
PUT/
Completes an approval on the customer's behalf: approved, or changes needed. Use it when the customer answered outside YoPrint, for example by phone.
signature is the signer's name, as the customer would type it in the portal. Send status: "completed" to approve, or status: "need-changes" with notes_from_customer to ask for changes.
{hash_id2} is the approval's id. The answer is the completed approval. A completed approval can't be edited or deleted. {hash_id} is the order's id (for example V4keXwwxMQyXw7); the ord_ unique key is not accepted here.
Business rules
- Only on published orders, and only once: a completed approval can't be completed again.
need-changesneedsnotes_from_customer: "Notes are required when requesting order changes."
Side effects
- Sets the order's approval status to approved or need changes, and records the API key's user as the approver (
approved_byuser,approved_by_contact_idnull). - Emails the team that the approval was completed, adds it to the activity feed, and sends the
order_approval.approvedororder_approval.change_requestedwebhook. - Customer Portal pages the order's customer has open refresh (a live update, not an email).
Path parameters
Your team slug, shown as Team ID next to your API key in Profile.
- Example
your-team
- Example
The sales order's or quote's
id(a hash id). Theord_unique key and the order number do not work here.- Example
V4keXwwxMQyXw7
- Example
The approval's
id(a hash id).- Example
xTKi8BqFVVmlL6
- Example
Request body
application/json, required.
The signer's name.
notes_from_customerstringThe customer's note. Required with
need-changes.statusstringcompletedapproves;need-changesasks for changes. Always send it. If you leave it out, the approval is completed with nostatus(this answer showsnull, later reads""), the order's approval status becomes "needs changes" (not approved) and the notes check is skipped.- One of:
"completed","need-changes"
- One of:
More examples (1)
Ask for changes
curl -X PUT 'https://secure.yoprint.com/v2/api/store/your-team/v2/sales_order/V4keXwwxMQyXw7/approval/xTKi8BqFVVmlL6/complete' \ -H 'Authorization: Bearer YOUR_API_KEY' \ -H 'Accept: application/json' \ -H 'X-Yoprint-Decimal-Format: exact-v1' \ -H 'Content-Type: application/json' \ -d '{ "notes_from_customer": "Make the logo larger.", "signature": "Alex Rivera", "status": "need-changes" }'Response
200Successful response.
An approval.
Child fields (18)
pending(created, not emailed),sent-to-customer,viewed-by-customer,need-changesorcompleted(approved). When it was completed without astatus, the Record answer showsnulland later reads show"".orderfor a whole-order approval,jobfor an artwork approval.- One of:
"order","job"
- One of:
approved_bystringcontactwhen a contact of the order's customer answered in the customer portal (seeapproved_by_contact_id),userwhen a team member recorded the answer (as Record the customer's answer does),customerotherwise, including before any answer.- One of:
"contact","user","customer"
- One of:
approved_by_contact_idstring | nullThe contact who answered in the customer portal, or null (always null when a team member recorded the answer).
approved_by_userstring | nullThe team member who recorded the answer, or null.
completedbooleantrue once the customer (or you, for them) answered: approved or changes needed.
completed_atstring (date-time) | nullWhen the customer answered. ISO 8601 with offset, or null.
created_atstring (date-time) | nullCreated. ISO 8601 with offset, or null.
customer_last_viewed_contact_idstring | nullThe contact who last opened it in the customer portal, or null when that isn't known.
customer_last_viewed_datestring (date-time) | nullWhen the customer last opened it. ISO 8601 with offset, or null.
itemsarray of objectsJob approvals: the mockups under review.
job_idstring | nullnotes_from_customerstring | nullnotes_to_customerstring | nullorder_idstringorder_scoped_idstringsignaturestring | nullThe signer's typed name.
Errors
401The API key is missing or wrong (
unauthenticated).403You are not allowed to do this.
api_access_not_in_plan: your team's plan doesn't include API access (Pro and above, with an active subscription or trial), so every request answers this until the team upgrades. When your role lacks the permission the operation needs, the body is only{"message": "Insufficient Permission"}. Other refusals use the error envelope, withunauthorizedoruser_is_not_authorized.404Not found.
page_not_found: the team slug is unknown, you are not a member of the team, or an id in the path is not one of this team's.code: null, with a message that starts "No query results for": there is no record with that id.- When
- The order or approval isn't found, or the order is an old (version 1) order.
- Fix
- Use a current sales order's or quote's
id.
422The request was refused and changed nothing.
validation_failedlists what to fix inerror.fields; other codes name a business rule, explained inerror.message. A few checks answer with only{"message": "..."}. An operation that calls another service (a payment provider, a carrier, an accounting app) can answerconnect_timeout("Please retry again") when that service does not answer in time: the change may or may not have happened there, so read the record back before you retry.- When
- Already completed, a draft or Shopify order, a missing signature, or
need-changeswithout notes. - Fix
- Check the approval first and send a signature.
Related
- POSTAsk the customer to approve an order
/v2/ api/ store/ {team_slug}/ v2/ sales_order/ {hash_id}/ approval - GETGet an order approval
/v2/ api/ store/ {team_slug}/ v2/ sales_order/ {hash_id}/ approval/ {hash_id2}
