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Record the customer's answer to an order approval

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PUT/v2/api/store/{team_slug}/v2/sales_order/{hash_id}/approval/{hash_id2}/complete

v2Operation ID v2_public_order_approval_complete

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.

Permission

Any member of the team.

Business rules

  • Only on published orders, and only once: a completed approval can't be completed again.
  • need-changes needs notes_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_by user, approved_by_contact_id null).
  • Emails the team that the approval was completed, adds it to the activity feed, and sends the order_approval.approved or order_approval.change_requested webhook.
  • Customer Portal pages the order's customer has open refresh (a live update, not an email).

Path parameters

  • team_slugstringrequired

    Your team slug, shown as Team ID next to your API key in Profile.

    • Example your-team
  • hash_idstringrequired

    The sales order's or quote's id (a hash id). The ord_ unique key and the order number do not work here.

    • Example V4keXwwxMQyXw7
  • hash_id2stringrequired

    The approval's id (a hash id).

    • Example xTKi8BqFVVmlL6

Request body

application/json, required.

  • signaturestringrequired

    The signer's name.

  • The customer's note. Required with need-changes.

  • statusstring

    completed approves; need-changes asks for changes. Always send it. If you leave it out, the approval is completed with no status (this answer shows null, later reads ""), the order's approval status becomes "needs changes" (not approved) and the notes check is skipped.

    • One of: "completed", "need-changes"
More examples (1)

Ask for changes

curl
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.

  • dataobjectrequired

    An approval.

    Child fields (18)
    • idstringrequired
    • statusstring | nullrequired

      pending (created, not emailed), sent-to-customer, viewed-by-customer, need-changes or completed (approved). When it was completed without a status, the Record answer shows null and later reads show "".

    • typestringrequired

      order for a whole-order approval, job for an artwork approval.

      • One of: "order", "job"
    • contact when a contact of the order's customer answered in the customer portal (see approved_by_contact_id), user when a team member recorded the answer (as Record the customer's answer does), customer otherwise, including before any answer.

      • One of: "contact", "user", "customer"
    • The contact who answered in the customer portal, or null (always null when a team member recorded the answer).

    • approved_by_userstring | null

      The team member who recorded the answer, or null.

    • completedboolean

      true once the customer (or you, for them) answered: approved or changes needed.

    • completed_atstring (date-time) | null

      When the customer answered. ISO 8601 with offset, or null.

    • created_atstring (date-time) | null

      Created. ISO 8601 with offset, or null.

    • The contact who last opened it in the customer portal, or null when that isn't known.

    • customer_last_viewed_datestring (date-time) | null

      When the customer last opened it. ISO 8601 with offset, or null.

    • itemsarray of objects

      Job approvals: the mockups under review.

    • job_idstring | null
    • notes_from_customerstring | null
    • notes_to_customerstring | null
    • order_idstring
    • signaturestring | null

      The signer's typed name.

  • statusintegerrequired
  • successbooleanrequired

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, with unauthorized or user_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_failed lists what to fix in error.fields; other codes name a business rule, explained in error.message. A few checks answer with only {"message": "..."}. An operation that calls another service (a payment provider, a carrier, an accounting app) can answer connect_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-changes without notes.
    Fix
    Check the approval first and send a signature.