Orion Advisor Solutions

Orion Advisor Solutions Settings/User Defined Fields API

The Settings/UserDefinedFields API from Orion Advisor Solutions — 14 operation(s) for settings/userdefinedfields.

GitHub OpenAPI

Operations 19

PUT /v1/Settings/UserDefinedFields/{entity} Updates the provided user defined fields #
GET /v1/Settings/UserDefinedFields/{entity}/{entityId} Gets a list of user defined options that the logged in user has access to #
GET /v1/Settings/UserDefinedFields/{entity}/{entityId}/{key} Gets the user defined fields that has the provided key. #
GET /v1/Settings/UserDefinedFields/{entity}/{entityId}/Categories Gets the list categories for the database user defined options #
GET /v1/Settings/UserDefinedFields/{entity}/{entityId}/Categories/{category} Gets the list of user defined options that have the provided category #
GET /v1/Settings/UserDefinedFields/{entity}/{entityId}/Code/{code} Gets the user defined fields that has the provided code. #
GET /v1/Settings/UserDefinedFields/{entity}/{entityId}/Name/{name} Gets the user defined fields that has the provided name. #
GET /v1/Settings/UserDefinedFields/{entity}/Code/{code} Gets a list of user defined options that the logged in user has access to #
PUT /v1/Settings/UserDefinedFields/{entity}/Code/{code} Updates the provided user defined fields #
GET /v1/Settings/UserDefinedFields/{entity}/Name/{name} Gets a list of user defined options that the logged in user has access to #
POST /v1/Settings/UserDefinedFields/{entity}/Name/{name} Creates provided user defined fields #
GET /v1/Settings/UserDefinedFields/Definitions/{entity} Get all definitions for specified entity type #
POST /v1/Settings/UserDefinedFields/Definitions/{entity} Creates provided user defined field definition #
GET /v1/Settings/UserDefinedFields/Definitions/{entity}/Code/{code} Get definition for specified entity type and code #
PUT /v1/Settings/UserDefinedFields/Definitions/{entity}/Code/{code} Update definition #
DELETE /v1/Settings/UserDefinedFields/Definitions/{entity}/Code/{code} Delete definition #
GET /v1/Settings/UserDefinedFields/List Lists the available user defined fields levels #
GET /v1/Settings/UserDefinedFields/List/Code/{code} Lists the available user defined fields levels for the user defined fields with… #
GET /v1/Settings/UserDefinedFields/List/Name/{name} Lists the available user defined fields levels for the user defined fields with… #

Documentation

📖
Documentation
https://developers.orionadvisor.com/quick-start/
📖
Documentation
https://developers.orionadvisor.com/guides/
📖
APIReference
https://api.orionadvisor.com/api/swagger/ui/index
📖
GettingStarted
https://developers.orionadvisor.com/quick-start/

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-settings-userdefinedfields-api-openapi.yml

Other Resources

🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

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OpenAPI Specification

orion-advisor-solutions-settings-userdefinedfields-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Settings/User Defined Fields API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-settings-userdefinedfields-api-openapi.yml