Rocket Matter

Rocket Matter Matter Template Milestone Actions API

Handles cascading milestone dependencies with tasks and events created from matter templates.

GitHub OpenAPI
Business capability
Legal Operations Management BC-150.50

Operations 5

POST /MatterTemplateMilestoneActions.svc/json/GetActionForItem Get action for item #
POST /MatterTemplateMilestoneActions.svc/json/DetachMilestoneAction Detach milestone action #
POST /MatterTemplateMilestoneActions.svc/json/CheckMilestoneUpdateStatus Check milestone update status #
POST /MatterTemplateMilestoneActions.svc/json/RemoveChildMilestoneActionItems Remove child milestone action items #
POST /MatterTemplateMilestoneActions.svc/json/UpdateChildMilestoneDates Update child milestone dates #

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/rocket-matter/refs/heads/main/openapi/rocket-matter-mattertemplatemilestoneactions-api-openapi.yml

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OpenAPI Specification

rocket-matter-mattertemplatemilestoneactions-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  description: Welcome to the Rocket Matter API.
  version: '2.0'
  title: Rocket Matter Matter Template Milestone Actions API
  termsOfService: www.rocketmatter.com
  contact:
    email: developer@rocketmatter.com
  license:
    name: Rocket Matter
    url: www.rocketmatter.com
  x-logo:
    url: https://support.rocketmatter.com/wp-content/themes/rm-support/img/rm-logo.png
servers:
- url: https://<DOMAIN>/<INSTALL>/API_V2
tags:
- name: MatterTemplateMilestoneActions
  description: Handles cascading milestone dependencies with tasks and events created from matter templates.
paths:
  /MatterTemplateMilestoneActions.svc/json/GetActionForItem:
    post:
      tags:
      - MatterTemplateMilestoneActions
      description: Retrieves the milestone dependency, if any, that the event or task has to another event/task. If it has no dependency the ActionItem will be null.
      operationId: GetActionForItem
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GetActionForItemResponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/GetActionForItemRequest'
        required: true
      summary: Get action for item
      x-summary-source: derived
  /MatterTemplateMilestoneActions.svc/json/DetachMilestoneAction:
    post:
      tags:
      - MatterTemplateMilestoneActions
      description: Removes the dependency of the task or event from the task/event that it is a dependent of.
      operationId: DetachMilestoneAction
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/DetachMilestoneActionResponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/DetachMilestoneActionRequest'
        required: true
      summary: Detach milestone action
      x-summary-source: derived
  /MatterTemplateMilestoneActions.svc/json/CheckMilestoneUpdateStatus:
    post:
      tags:
      - MatterTemplateMilestoneActions
      description: Check if the event or task dates can be changed based on any dependency it may have. If the task/event is dependent on another task/event, it cannot be updated and CanUpdate will return false. If the task/event has child dependencies based on its date, CanUpdate will also return false and Items will contain all the child dependencies of the given task/event.
      operationId: CheckMilestoneUpdateStatus
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CheckMilestoneUpdateStatusResponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CheckMilestoneUpdateStatusRequest'
        required: true
      summary: Check milestone update status
      x-summary-source: derived
  /MatterTemplateMilestoneActions.svc/json/RemoveChildMilestoneActionItems:
    post:
      tags:
      - MatterTemplateMilestoneActions
      description: Disassociates all child dependencies from the task or event.
      operationId: RemoveChildMilestoneActionItems
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RemoveChildMilestoneActionItemsResponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/RemoveChildMilestoneActionItemsRequest'
        required: true
      summary: Remove child milestone action items
      x-summary-source: derived
  /MatterTemplateMilestoneActions.svc/json/UpdateChildMilestoneDates:
    post:
      tags:
      - MatterTemplateMilestoneActions
      description: Updates all child dependencies by cascading the change in the date of the task or event down to all dependencies.
      operationId: UpdateChildMilestoneDates
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UpdateChildMilestoneDatesResponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UpdateChildMilestoneDatesRequest'
        required: true
      summary: Update child milestone dates
      x-summary-source: derived
components:
  schemas:
    DetachMilestoneActionResponse:
      type: object
      properties:
        Event:
          type: object
          $ref: '#/components/schemas/Event'
        Task:
          type: object
          $ref: '#/components/schemas/Task'
        Success:
          type: boolean
        Message:
          type: string
        ErrorMessage:
          type: string
        ErrorNumber:
          type: integer
          format: int32
        FailedValidations:
          type: array
          items:
            $ref: '#/components/schemas/ValidationResult'
        Errors:
          type: array
          items:
            type: string
    MatterTemplateDateOption:
      type: object
      properties:
        Name:
          type: string
        ID:
          type: integer
          format: int32
    DetachMilestoneActionRequest:
      type: object
      properties:
        Type:
          type: string
          enum:
          - Task
          - Event
          - Matter
        ItemId:
          type: integer
          format: int32
        Event:
          type: object
          $ref: '#/components/schemas/Event'
        Task:
          type: object
          $ref: '#/components/schemas/Task'
    CheckMilestoneUpdateStatusResponse:
      type: object
      properties:
        CanUpdate:
          type: boolean
        Items:
          type: array
          items:
            $ref: '#/components/schemas/MilestoneActionItem'
        Success:
          type: boolean
        Message:
          type: string
        ErrorMessage:
          type: string
        ErrorNumber:
          type: integer
          format: int32
        FailedValidations:
          type: array
          items:
            $ref: '#/components/schemas/ValidationResult'
        Errors:
          type: array
          items:
            type: string
    RemoveChildMilestoneActionItemsRequest:
      type: object
      properties:
        ItemId:
          type: integer
          format: int32
        Type:
          type: string
          enum:
          - Task
          - Event
          - Matter
        TriggerType:
          type: string
          enum:
          - MatterOpen
          - EventDate
          - TaskDueDate
          - TaskCompletedDate
          - StatusDate
    RemoveChildMilestoneActionItemsResponse:
      type: object
      properties:
        Success:
          type: boolean
        Message:
          type: string
        ErrorMessage:
          type: string
        ErrorNumber:
          type: integer
          format: int32
        FailedValidations:
          type: array
          items:
            $ref: '#/components/schemas/ValidationResult'
        Errors:
          type: array
          items:
            type: string
    TaskEventMilestone:
      type: object
      properties:
        TaskId:
          type: integer
          format: int32
        EventId:
          type: integer
          format: int32
        MatterTemplateMilestoneId:
          type: integer
          format: int32
        MilestoneDate:
          type: string
          format: date-time
        ID:
          type: integer
          format: int32
    UpdateChildMilestoneDatesResponse:
      type: object
      properties:
        Success:
          type: boolean
        Message:
          type: string
        ErrorMessage:
          type: string
        ErrorNumber:
          type: integer
          format: int32
        FailedValidations:
          type: array
          items:
            $ref: '#/components/schemas/ValidationResult'
        Errors:
          type: array
          items:
            type: string
    UpdateChildMilestoneDatesRequest:
      type: object
      properties:
        ItemId:
          type: integer
          format: int32
        Type:
          type: string
          enum:
          - Task
          - Event
          - Matter
        MilestoneDate:
          type: string
          format: date-time
        TriggerType:
          type: string
          enum:
          - MatterOpen
          - EventDate
          - TaskDueDate
          - TaskCompletedDate
          - StatusDate
        MilestoneEndDate:
          type: string
          format: date-time
    MatterTemplateEventDateInfo:
      type: object
      properties:
        Interval:
          type: integer
          format: int32
        Time:
          type: string
        Date:
          type: string
        DateOption:
          type: object
          $ref: '#/components/schemas/MatterTemplateDateOption'
        MatterTemplateDateOptionID:
          type: integer
          format: int32
        ID:
          type: integer
          format: int32
    CharacterValidationRule:
      type: object
      properties:
        ShouldMatch:
          type: boolean
        Message:
          type: string
        Regex:
          type: string
    Task:
      type: object
      properties:
        Title:
          type: string
        DueDate:
          type: string
        OwnerID:
          type: integer
          format: int32
        Owner:
          type: object
          $ref: '#/components/schemas/User'
        AssignedToID:
          type: integer
          format: int32
        AssignTo:
          type: object
          $ref: '#/components/schemas/User'
        Tags:
          type: array
          items:
            type: string
        Position:
          type: integer
          format: int32
        MatterID:
          type: integer
          format: int32
        MatterPosition:
          type: integer
          format: int32
        Milestones:
          type: array
          items:
            $ref: '#/components/schemas/TaskEventMilestone'
        MatterTemplateMilestoneActionId:
          type: integer
          format: int32
        IsMilestonePending:
          type: boolean
        IsComplete:
          type: boolean
        ActivityId:
          type: integer
          format: int32
        ClientMatter:
          type: object
        IsRead:
          type: boolean
        Invoiced:
          type: boolean
        PendingInvoicing:
          type: boolean
        BillingDate:
          type: string
          format: date-time
        TotalSeconds:
          type: integer
          format: int32
        BillableUnits:
          type: number
          format: double
        Notes:
          type: string
        Cost:
          type: number
          format: double
        IsNoCharge:
          type: boolean
        IsNonBillable:
          type: boolean
        CompletedDate:
          type: string
          format: date-time
        OwnerIsRole:
          type: boolean
        AssignedToIsRole:
          type: boolean
        OwnerRole:
          type: string
        AssignedToRole:
          type: string
        ID:
          type: integer
          format: int32
    ValidationResult:
      type: object
      properties:
        MinValue:
          type: boolean
        MaxValue:
          type: boolean
        MinLength:
          type: boolean
        MaxLength:
          type: boolean
        Required:
          type: boolean
        PropertyDisplayName:
          type: string
        Precision:
          type: boolean
        ValueEntered:
          type: object
        Name:
          type: string
        ObjectName:
          type: string
        ExternalID:
          type: string
        MinValueMessage:
          type: string
        MaxValueMessage:
          type: string
        MinLengthMessage:
          type: string
        MaxLengthMessage:
          type: string
        RequiredMessage:
          type: string
        RequiredPrecisionMessage:
          type: string
        BaseFailureMessage:
          type: string
        FailedValidationMessages:
          type: array
          items:
            type: string
        FailedCharacterValidations:
          type: array
          items:
            $ref: '#/components/schemas/CharacterValidationRule'
        IsValid:
          type: boolean
    MatterTemplateMilestoneAction:
      type: object
      properties:
        MilestoneId:
          type: integer
          format: int32
        MatterTemplateTaskId:
          type: integer
          format: int32
        MatterTemplateEventId:
          type: integer
          format: int32
        MilestoneOrderId:
          type: integer
          format: int32
        MilestoneOrder:
          type: string
          enum:
          - Before
          - After
        MilestoneTempId:
          type: string
        HasPendingMilestone:
          type: boolean
        MatterTemplateMilestoneTriggerid:
          type: integer
          format: int32
        ID:
          type: integer
          format: int32
    Event:
      type: object
      properties:
        ParentEventId:
          type: integer
          format: int32
        MatterID:
          type: integer
          format: int32
        MatterName:
          type: string
        Title:
          type: string
        Notes:
          type: string
        Location:
          type: string
        StartDateString:
          type: string
        StartDate:
          type: string
          format: date-time
        StartDay:
          type: string
        StartTime:
          type: string
        EndDay:
          type: string
        EndTime:
          type: string
        EndDateString:
          type: string
        EndDate:
          type: string
          format: date-time
        BillingDate:
          type: string
          format: date-time
        OwnerID:
          type: integer
          format: int32
        Owner:
          type: object
          $ref: '#/components/schemas/User'
        OwnerName:
          type: string
        Bill:
          type: boolean
        NonBillable:
          type: boolean
        Attendees:
          type: array
          items:
            $ref: '#/components/schemas/EventAttendee'
        Tags:
          type: array
          items:
            type: string
        Milestones:
          type: array
          items:
            $ref: '#/components/schemas/TaskEventMilestone'
        MatterTemplateMilestoneActionId:
          type: integer
          format: int32
        IsMilestonePending:
          type: boolean
        ActivityId:
          type: integer
          format: int32
        IsPrivate:
          type: boolean
        IsFlagged:
          type: boolean
        IsAllDayEvent:
          type: boolean
        IsRecurringEvent:
          type: boolean
        RemindParticipants:
          type: boolean
        ReminderInterval:
          type: integer
          format: int32
        RecurringFrequency:
          type: integer
          format: int32
        RecurringInterval:
          type: string
          enum:
          - Day
          - Weekday
          - Week
          - Month
          - Year
          - Custom
        RecurringEventEndType:
          type: string
          enum:
          - Never
          - After
          - 'On'
        ReminderIntervalType:
          type: string
          enum:
          - Minutes
          - Hours
          - Days
          - Months
        RecurringEventEndDate:
          type: string
          format: date-time
        ReminderDate:
          type: string
          format: date-time
        RecurringEventOccurences:
          type: integer
          format: int32
        OwnerIsRole:
          type: boolean
        OwnerRole:
          type: string
        IsInvoiced:
          type: boolean
        WebLink:
          type: string
        IsCourtRule:
          type: boolean
        MatterCourtRuleId:
          type: string
        ThirdPartyDeadlineId:
          type: string
        IsStatute:
          type: boolean
        EventUser:
          type: object
          $ref: '#/components/schemas/User'
        ID:
          type: integer
          format: int32
    GetActionForItemRequest:
      type: object
      properties:
        Type:
          type: string
          enum:
          - Task
          - Event
          - Matter
        ItemId:
          type: integer
          format: int32
    GetActionForItemResponse:
      type: object
      properties:
        ActionItem:
          type: object
          $ref: '#/components/schemas/MilestoneActionItem'
        Success:
          type: boolean
        Message:
          type: string
        ErrorMessage:
          type: string
        ErrorNumber:
          type: integer
          format: int32
        FailedValidations:
          type: array
          items:
            $ref: '#/components/schemas/ValidationResult'
        Errors:
          type: array
          items:
            type: string
    User:
      type: object
      properties:
        FullName:
          type: string
        FirstName:
          type: string
        LastName:
          type: string
        MiddleName:
          type: string
        ContactId:
          type: integer
          format: int32
        Initials:
          type: string
        ID:
          type: integer
          format: int32
    CheckMilestoneUpdateStatusRequest:
      type: object
      properties:
        ItemId:
          type: integer
          format: int32
        Type:
          type: string
          enum:
          - Task
          - Event
          - Matter
        MilestoneDate:
          type: string
          format: date-time
        TriggerType:
          type: string
          enum:
          - MatterOpen
          - EventDate
          - TaskDueDate
          - TaskCompletedDate
          - StatusDate
    EventAttendee:
      type: object
      properties:
        EventID:
          type: integer
          format: int32
        UserID:
          type: integer
          format: int32
        User:
          type: object
          $ref: '#/components/schemas/User'
        Bill:
          type: boolean
        NonBillable:
          type: boolean
        AttendeeName:
          type: string
        Contact:
          type: object
          $ref: '#/components/schemas/Contact'
        IsRole:
          type: boolean
        Role:
          type: string
        ContactId:
          type: integer
          format: int32
        InviteStatusTypeId:
          type: integer
          format: int32
        ID:
          type: integer
          format: int32
    MilestoneActionItem:
      type: object
      properties:
        Type:
          type: string
          enum:
          - Task
          - Event
          - Matter
        Title:
          type: string
        MilestoneAction:
          type: object
          $ref: '#/components/schemas/MatterTemplateMilestoneAction'
        EntityId:
          type: integer
          format: int32
        StartDateOption:
          type: object
          $ref: '#/components/schemas/MatterTemplateEventDateInfo'
        EndDateOption:
          type: object
          $ref: '#/components/schemas/MatterTemplateEventDateInfo'
        ParentMilestone:
          type: object
          $ref: '#/components/schemas/TaskEventMilestone'
        StartDateDescription:
          type: string
        Event:
          type: object
          $ref: '#/components/schemas/Event'
        Task:
          type: object
          $ref: '#/components/schemas/Task'
        ID:
          type: integer
          format: int32
    Contact:
      type: object
      properties:
        Name:
          type: string
        MiddleName:
          type: string
        FullName:
          type: string
        LastName:
          type: string
        IsCompany:
          type: boolean
        WorkEmail:
          type: string
        WorkPhone:
          type: string
        WorkPhoneExt:
          type: string
        WorkFax:
          type: string
        WorkAddressLine1:
          type: string
        WorkAddressLine2:
          type: string
        WorkCity:
          type: string
        WorkState:
          type: string
        WorkPostalCode:
          type: string
        WorkCountry:
          type: string
        ClientID:
          type: integer
          format: int32
        HomeEmail:
          type: string
        HomePhone:
          type: string
        HomeAddressLine1:
          type: string
        HomeAddressLine2:
          type: string
        HomeCity:
          type: string
        HomeState:
          type: string
        HomePostalCode:
          type: string
        HomeCountry:
          type: string
        ExternalID2:
          type: string
        LastModifiedDate:
          type: string
          format: date-time
        ContactTypeId:
          type: integer
          format: int32
        CompanyId:
          type: integer
          format: int32
        CompanyName:
          type: string
        Initials:
          type: string
        Notes:
          type: string
        UserId:
          type: integer
          format: int32
        ID:
          type: integer
          format: int32