All Resources
Steps

The following operations are available for this resource.

Http Verb Operation
Get Finance/Steps/{stepId} Get details of a step.
GET Method: Get, URL: Finance/Steps/{stepId} Test

Get details of a step.
GetAll Finance/Steps?planId={planId}&constituentId={constituentId}&includeAffiliations={includeAffiliations}&associateId={associateId}&includeAssociates={includeAssociates} Get details of all the steps for the specified plan, constituent or associate.
GET Method: GetAll, URL: Finance/Steps?planId={planId}&constituentId={constituentId}&includeAffiliations={includeAffiliations}&associateId={associateId}&includeAssociates={includeAssociates} Test

Get details of all the steps for the specified plan, constituent or associate.
GetAllDocuments Finance/Steps/{stepId}/Documents Get all the documents associated with the step (Including the file contents).
GET Method: GetAllDocuments, URL: Finance/Steps/{stepId}/Documents Test

Get all the documents associated with the step (Including the file contents).
GetAllDocumentSummaries Finance/Steps/{stepId}/Documents/Summary Get summary of all the documents associated with the step. (Excluding the file contents)
GET Method: GetAllDocumentSummaries, URL: Finance/Steps/{stepId}/Documents/Summary Test

Get summary of all the documents associated with the step. (Excluding the file contents)
AddDocument Finance/Steps/{stepId}/Documents Add a document to the step.
POST Method: AddDocument, URL: Finance/Steps/{stepId}/Documents Test

Add a document to the step.
Create Finance/Steps Create a new step.
POST Method: Create, URL: Finance/Steps Test

Create a new step.
Update Finance/Steps/{stepId} Update an existing step.
PUT Method: Update, URL: Finance/Steps/{stepId} Test

Update an existing step.
UpdateDocument Finance/Steps/{stepId}/Documents/{documentId} Update a document attached to a step.
PUT Method: UpdateDocument, URL: Finance/Steps/{stepId}/Documents/{documentId} Test

Update a document attached to a step.
Delete Finance/Steps/{stepId} Delete a step.
DELETE Method: Delete, URL: Finance/Steps/{stepId} Test

Delete a step.