How To Topic

Completing an Assembly Session

The complete assembly session API method enables you to mark an assembly session as complete and produce output data from the assembly session, typically assembled documents.

Prerequisites

Before making an 'begin assembly session' request, you must have an access token to sign the request. You can retrieve an access token using one of the following flows:

• Getting an access token using the Resource Owner flow
• Getting an access token using the Hybrid flow
• Getting an access token using the Implicit flow

Additionally, you must have the following items in the tenancy for which you are creating an assembly session:

• A work item (see Creating a Work Item)
• An active assembly session for the work item (see Beginning an Assembly Session)

Overview

The 'complete assembly session' API method is a command method. The API client invoking this method must have either a command or a root scope.

Once an assembly session for a work item is complete, you can create a new assembly session.

Authentication

See Authentication for more information about authenticating requests to the Advance API.

API Documentation

Request

Request URL

PUT https://{tenancymoniker}.{domain}/HdaApi/rest/v1.1/WorkItems/{id}/Versions/Active/CompleteSession

PUT https://{tenancymoniker}.hotdocsadvance.com/api/rest/v1.1/WorkItems/{id}/Versions/Active/CompleteSession

Headers

Key	Required	Description	Example value
Authorization	Yes	The Authorization header for the request. Uses the access token retrieved (see Prerequisites section above for more information).	Bearer [access token]

Parameters

Name	Type	Location	Required	Description
tenancymoniker	String	URL	Yes	The tenancy moniker for the tenancy in which you want to create the new work item.
domain	String	URL	Yes	Your domain. For example, yourorganization.com.
id	Guid	URL	Yes	The Guid for an existing work item.
runAssembly	Boolean	Body	No	Defaults to true. Either assemble documents for the work item (true) or complete the session without assembling documents (false).

Examples

Example Request URL

https://tenancy1.yourorganization.com/HdaApi/rest/v1.1/WorkItems/2d9f3d10-6fdb-494f-9929-955515c6f114/Versions/Active/CompleteSession

https://tenancy1.hotdocsadvance.com/api/rest/v1.1/WorkItems/2d9f3d10-6fdb-494f-9929-955515c6f114/Versions/Active/CompleteSession

Example Request JSON

{
    runAssembly : true
}

Example Response

Status: 200 OK

Code Example

C#

Note: this code example assumes that you are using .Net Framework 4.6 and an ASP.NET Web Application project, and have completed the beginning an assembly session and displaying an interview topics.

HomeController.cs

Add the following methods to the existing HomeController class:

[HttpPost]
public async Task CompleteAssemblySession(string workItemId, string token)
{
    // Note: if you are not displaying an interview, you can call CompleteAssemblySession directly after the BeginAssemblySession call in the Index controller method
    await AssemblySessionHandler.CompleteAssemblySession(Guid.Parse(workItemId), token);            
}
public ActionResult LandingPage()
{
    // Landing page for the user when they finish the interview; this endpoint is used in InterviewOptions, on the interview page.
    return View();
}

AssemblySessionHandler.cs

Add the following methods to the existing AssemblySessionHandler class. You will need to update the assemblySessionUrl variable to use your own Advance API endpoint.

public static async Task<HttpStatusCode> CompleteAssemblySession(Guid workItemId, string token)
{
    // Create the 'create assembly session' request                 
    var request = CreateAssemblySessionCompleteHttpRequestMessage(workItemId);     // Send create user request to Advance
    using (var client = new HttpClient())
    {
        client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", token);
        var response = await client.SendAsync(request);
        return response.StatusCode;
    }
}
private static HttpRequestMessage CreateAssemblySessionCompleteHttpRequestMessage(Guid workItemId)
{            
    // Create the request for the 'create assembly session' API endpoint
    var assemblySessionUrl = $"https://tenancy1.yourorganization.com/HdaApi/rest/v1.1/WorkItems/{workItemId}/Versions/Active/CompleteSession";     var body = new
    {
        runAssembly = true
    };     return new HttpRequestMessage
    {
        RequestUri = new Uri(assemblySessionUrl),
        Method = HttpMethod.Put,
        Content = new StringContent(JsonConvert.SerializeObject(body), Encoding.UTF8, "application/json")
    };
}

LandingPage.cshtml

<h2>Assembly Complete!</h2>

Next steps

• Downloading Assembled Documents