Conga Split Criteria API

Provides endpoints for managing invoice split criteria setups, including creation, activation, and deactivation.

Business capability
Invoicing & Statement Management BC-4250.30

Operations 6

Each operation below carries the questions people ask an LLM about it and the instructions they give an agent to run it. Generated by API Evangelist overlay

GET /split-criteria List invoice split criteria · Gets a list of split criteria setups based on the provided query parameters #
Ask an LLM
“Which invoice split criteria setups are configured?”
“Can I filter the list of split criteria setups?”
Tell an agent
List all invoice split criteria setups.
Show split criteria matching {filter}.
PATCH /split-criteria Bulk-update invoice split criteria · Updates multiple split criteria setups based on the provided request data #
Ask an LLM
“Can I update several split criteria setups in one request?”
“What happens if only some split criteria updates succeed?”
Tell an agent
Bulk-update these split criteria setups.
Apply my edits to several invoice split criteria at once.
POST /split-criteria Create an invoice split criteria setup · Creates a new split criteria setup based on the provided request data #
Ask an LLM
“How do I set up new criteria for splitting invoices?”
“Can I add a split criteria setup to invoice management?”
Tell an agent
Create a new invoice split criteria setup.
Add a split criteria setup for invoices.
PATCH /split-criteria/activate Toggle active status on several split criteria · Toggles the active status of the specified split criteria setups #
Ask an LLM
“How do I activate or deactivate multiple split criteria setups together?”
“Can I flip the active flag on a batch of split criteria?”
Tell an agent
Toggle the active status of these split criteria setups.
Switch several invoice split criteria between active and inactive.
GET /split-criteria/{id} Get a split criteria setup · Gets a split criteria setup by its unique identifier #
Ask an LLM
“How do I look up one invoice split criteria setup?”
“What does a specific split criteria setup define?”
Tell an agent
Get split criteria setup {id}.
Show the invoice split criteria with ID {id}.
PATCH /split-criteria/{id}/activate Activate one split criteria setup · Activates the split criteria setup identified by the specified ID #
Ask an LLM
“Can I activate or deactivate a single split criteria setup by ID?”
“How do I turn on one specific invoice split rule?”
Tell an agent
Activate split criteria setup {id}.
Set split criteria {id} active to {active}.

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OpenAPI Specification

conga-split-criteria-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Invoice Management Split Criteria API
  version: 1.0.0
  description: Provides endpoints for managing invoice split criteria setups, including creation, activation, and deactivation.
servers:
- url: https://rls.congacloud.com/api/invoicing/v1
security:
- Bearer: []
tags:
- name: Split Criteria
  description: Provides endpoints for managing invoice split criteria setups, including creation, activation, and deactivation.
paths:
  /split-criteria:
    get:
      tags:
      - Split Criteria
      summary: Gets a list of split criteria setups based on the provided query parameters
      parameters:
      - name: filter
        in: query
        description: Filter
        schema:
          type: array
          items:
            type: string
      - name: sort
        in: query
        description: Sort order
        schema:
          type: string
      - name: page
        in: query
        description: Page number
        schema:
          type: integer
          format: int32
          default: 1
      - name: limit
        in: query
        description: Number of items per page
        schema:
          type: integer
          format: int32
          default: 50
      - name: includes
        in: query
        description: Related resources to include
        schema:
          type: array
          items:
            type: string
      - name: fields
        in: query
        description: Fields to return
        schema:
          type: array
          items:
            type: string
      - name: filterExpression
        in: query
        description: Additional filter expression
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/SplitCriteriaSetup'
              example:
              - Sequence: 1
                Description: Split invoices based on payment terms
                Object: InvoiceLineItem
                CriteriaValue: PaymentTerm
                Action: Split
                UseForAllInvoiceRequests: true
                Active: true
                Id: example-split-criteria-id
                Name: Split by PaymentTerm
                CreatedBy: null
                CreatedDate: '0001-01-01T00:00:00'
                ModifiedBy: null
                ModifiedDate: '0001-01-01T00:00:00'
                ExternalId: SPLIT-001
                ETag: null
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/SplitCriteriaSetup'
              example:
              - Sequence: 1
                Description: Split invoices based on payment terms
                Object: InvoiceLineItem
                CriteriaValue: PaymentTerm
                Action: Split
                UseForAllInvoiceRequests: true
                Active: true
                Id: example-split-criteria-id
                Name: Split by PaymentTerm
                CreatedBy: null
                CreatedDate: '0001-01-01T00:00:00'
                ModifiedBy: null
                ModifiedDate: '0001-01-01T00:00:00'
                ExternalId: SPLIT-001
                ETag: null
            text/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/SplitCriteriaSetup'
              example:
              - Sequence: 1
                Description: Split invoices based on payment terms
                Object: InvoiceLineItem
                CriteriaValue: PaymentTerm
                Action: Split
                UseForAllInvoiceRequests: true
                Active: true
                Id: example-split-criteria-id
                Name: Split by PaymentTerm
                CreatedBy: null
                CreatedDate: '0001-01-01T00:00:00'
                ModifiedBy: null
                ModifiedDate: '0001-01-01T00:00:00'
                ExternalId: SPLIT-001
                ETag: null
        '204':
          description: No Content
          content:
            text/plain:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/ApiError'
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/ApiError'
            text/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/ApiError'
      operationId: getSplitCriteria
      x-operation-id-source: derived
    patch:
      tags:
      - Split Criteria
      summary: Updates multiple split criteria setups based on the provided request data
      description: 'Partial success is supported; if some records are invalid or fail to update, the response

        will include details for each record and use status code 207 (Multi-Status). The order of responses corresponds

        to the order of input records.'
      requestBody:
        description: "A list of split criteria setup objects to be updated. The list must not be null and should contain valid setup\n            records."
        content:
          application/json:
            schema:
              type: array
              items:
                $ref: '#/components/schemas/SplitCriteriaSetup'
            example: "[\n  {\n    \"Sequence\": 1,\n    \"Description\": \"Split invoices based on payment terms\",\n    \"Object\": \"InvoiceLineItem\",\n    \"CriteriaValue\": \"PaymentTerm\",\n    \"Action\": \"Split\",\n    \"UseForAllInvoiceRequests\": true,\n    \"Active\": true,\n    \"Id\": \"example-split-criteria-id\",\n    \"Name\": \"Split by PaymentTerm\"\n  }\n]"
          text/json:
            schema:
              type: array
              items:
                $ref: '#/components/schemas/SplitCriteriaSetup'
            example: "[\n  {\n    \"Sequence\": 1,\n    \"Description\": \"Split invoices based on payment terms\",\n    \"Object\": \"InvoiceLineItem\",\n    \"CriteriaValue\": \"PaymentTerm\",\n    \"Action\": \"Split\",\n    \"UseForAllInvoiceRequests\": true,\n    \"Active\": true,\n    \"Id\": \"example-split-criteria-id\",\n    \"Name\": \"Split by PaymentTerm\"\n  }\n]"
          application/*+json:
            schema:
              type: array
              items:
                $ref: '#/components/schemas/SplitCriteriaSetup'
            example: "[\n  {\n    \"Sequence\": 1,\n    \"Description\": \"Split invoices based on payment terms\",\n    \"Object\": \"InvoiceLineItem\",\n    \"CriteriaValue\": \"PaymentTerm\",\n    \"Action\": \"Split\",\n    \"UseForAllInvoiceRequests\": true,\n    \"Active\": true,\n    \"Id\": \"example-split-criteria-id\",\n    \"Name\": \"Split by PaymentTerm\"\n  }\n]"
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
        '207':
          description: Multi-Status
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
        '400':
          description: Bad Request
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
        '500':
          description: Internal Server Error
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
      operationId: patchSplitCriteria
      x-operation-id-source: derived
    post:
      tags:
      - Split Criteria
      summary: Creates a new split criteria setup based on the provided request data
      requestBody:
        description: A list of Conga.MAF.Entities.Models.SplitCriteriaSetup objects that defines the split criteria setup
        content:
          application/json:
            schema:
              type: array
              items:
                $ref: '#/components/schemas/SplitCriteriaSetup'
            example: "[\n  {\n    \"Sequence\": 1,\n    \"Description\": \"Split invoices based on payment terms\",\n    \"Object\": \"InvoiceLineItem\",\n    \"CriteriaValue\": \"PaymentTerm\",\n    \"Action\": \"Split\",\n    \"UseForAllInvoiceRequests\": true,\n    \"Active\": true,\n    \"Name\": \"Split by PaymentTerm\"\n  }\n]"
          text/json:
            schema:
              type: array
              items:
                $ref: '#/components/schemas/SplitCriteriaSetup'
            example: "[\n  {\n    \"Sequence\": 1,\n    \"Description\": \"Split invoices based on payment terms\",\n    \"Object\": \"InvoiceLineItem\",\n    \"CriteriaValue\": \"PaymentTerm\",\n    \"Action\": \"Split\",\n    \"UseForAllInvoiceRequests\": true,\n    \"Active\": true,\n    \"Name\": \"Split by PaymentTerm\"\n  }\n]"
          application/*+json:
            schema:
              type: array
              items:
                $ref: '#/components/schemas/SplitCriteriaSetup'
            example: "[\n  {\n    \"Sequence\": 1,\n    \"Description\": \"Split invoices based on payment terms\",\n    \"Object\": \"InvoiceLineItem\",\n    \"CriteriaValue\": \"PaymentTerm\",\n    \"Action\": \"Split\",\n    \"UseForAllInvoiceRequests\": true,\n    \"Active\": true,\n    \"Name\": \"Split by PaymentTerm\"\n  }\n]"
      responses:
        '201':
          description: Created
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
        '207':
          description: Multi-Status
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
        '400':
          description: Bad Request
          content:
            text/plain:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/ApiError'
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/ApiError'
            text/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/ApiError'
      operationId: postSplitCriteria
      x-operation-id-source: derived
  /split-criteria/activate:
    patch:
      tags:
      - Split Criteria
      summary: Toggles the active status of the specified split criteria setups
      description: 'This method processes the provided requests to toggle the active status of the specified

        split criteria setups. It returns a 207 Multi Status code on partial success or a 400 Bad Request status code if the

        input is invalid.'
      requestBody:
        description: "A list of requests specifying the split criteria setups to update and their desired active statuses. Each\n            request must include the necessary identifiers and the target active status."
        content:
          application/json:
            schema:
              type: array
              items:
                $ref: '#/components/schemas/SplitCriteriaSetupToggleActiveRequest'
            example: "[\n  {\n    \"Id\": \"Criteria-Id-1\",\n    \"Active\": true\n  },\n  {\n    \"Id\": \"Criteria-Id-2\",\n    \"Active\": false\n  }\n]"
          text/json:
            schema:
              type: array
              items:
                $ref: '#/components/schemas/SplitCriteriaSetupToggleActiveRequest'
            example: "[\n  {\n    \"Id\": \"Criteria-Id-1\",\n    \"Active\": true\n  },\n  {\n    \"Id\": \"Criteria-Id-2\",\n    \"Active\": false\n  }\n]"
          application/*+json:
            schema:
              type: array
              items:
                $ref: '#/components/schemas/SplitCriteriaSetupToggleActiveRequest'
            example: "[\n  {\n    \"Id\": \"Criteria-Id-1\",\n    \"Active\": true\n  },\n  {\n    \"Id\": \"Criteria-Id-2\",\n    \"Active\": false\n  }\n]"
      responses:
        '207':
          description: Multi-Status
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
        '400':
          description: Bad Request
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
      operationId: patchSplitCriteriaActivate
      x-operation-id-source: derived
  /split-criteria/{id}:
    get:
      tags:
      - Split Criteria
      summary: Gets a split criteria setup by its unique identifier
      parameters:
      - name: id
        in: path
        description: ''
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/SplitCriteriaSetup'
            application/json:
              schema:
                $ref: '#/components/schemas/SplitCriteriaSetup'
            text/json:
              schema:
                $ref: '#/components/schemas/SplitCriteriaSetup'
        '404':
          description: Not Found
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
      operationId: getSplitCriteriaById
      x-operation-id-source: derived
  /split-criteria/{id}/activate:
    patch:
      tags:
      - Split Criteria
      summary: Activates the split criteria setup identified by the specified ID
      parameters:
      - name: id
        in: path
        description: The unique identifier of the split criteria setup to activate. Cannot be null or empty.
        required: true
        schema:
          type: string
      - name: active
        in: query
        description: A boolean value indicating whether to activate (true) or deactivate (false) the split criteria setup.
        schema:
          type: boolean
          default: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
        '400':
          description: Bad Request
          content:
            text/plain:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/ApiError'
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/ApiError'
            text/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/ApiError'
      operationId: patchSplitCriteriaByIdActivate
      x-operation-id-source: derived
components:
  schemas:
    BaseResponseBatchResponse:
      type: object
      properties:
        Summary:
          type:
          - string
          - 'null'
        Results:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/BaseResponse'
      additionalProperties: false
    BaseResponse:
      type: object
      properties:
        Id:
          type:
          - string
          - 'null'
        RecordIndex:
          type: integer
          format: int32
        IsSuccess:
          type: boolean
        Errors:
          type:
          - array
          - 'null'
          items:
            type: string
        ErrorMessage:
          type:
          - string
          - 'null'
          deprecated: true
      additionalProperties: false
    ErrorApiResponse:
      type: object
      properties:
        Errors:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/ApiError'
      additionalProperties: false
    LookupObject:
      type: object
      properties:
        Id:
          type:
          - string
          - 'null'
        Name:
          type:
          - string
          - 'null'
      additionalProperties: false
    SplitCriteriaSetupToggleActiveRequest:
      type: object
      properties:
        Id:
          type:
          - string
          - 'null'
          description: Gets or sets the identifier for the Split Criteria Setup
        Active:
          type: boolean
          description: Gets or sets a value indicating whether the split criteria setup should be active or inactive.
      additionalProperties: false
      description: Represents a request to toggle the active status of a split criteria setup.
    SplitCriteriaSetup:
      type: object
      properties:
        Id:
          type:
          - string
          - 'null'
        Name:
          type:
          - string
          - 'null'
        CreatedBy:
          $ref: '#/components/schemas/LookupObject'
        CreatedDate:
          type: string
          format: date-time
        ModifiedBy:
          $ref: '#/components/schemas/LookupObject'
        ModifiedDate:
          type: string
          format: date-time
        ExternalId:
          type:
          - string
          - 'null'
        ETag:
          type:
          - string
          - 'null'
        Sequence:
          type:
          - integer
          - 'null'
          format: int32
        Description:
          type:
          - string
          - 'null'
        Object:
          type:
          - string
          - 'null'
        CriteriaValue:
          type:
          - string
          - 'null'
        Action:
          type:
          - string
          - 'null'
        UseForAllInvoiceRequests:
          type:
          - boolean
          - 'null'
        Active:
          type:
          - boolean
          - 'null'
      additionalProperties: {}
    ApiError:
      type: object
      properties:
        Source:
          type:
          - string
          - 'null'
        Title:
          type:
          - string
          - 'null'
        Detail: {}
        Help:
          type:
          - string
          - 'null'
      additionalProperties: false
  securitySchemes:
    Bearer:
      type: apiKey
      description: Please insert JWT with Bearer into field
      name: Authorization
      in: header