formkiq / docs.formkiq.com Goto Github PK

Based on a FormKiQ Core customer need to provide access for most users to submit docs to FormKiQ, and even have access to specific documents, while not providing read or write access to other documents on the site.

The idea is as follows:

1. Deploy FormKiQ Core
2. Log into FormKiQ Console and create an API Key with admin permissions for site 'default'
3. Create a Node.js Docker container to create an API for interacting with FormKiQ
4. Create a Cognito group called "submitters"
5. Create a new user in Cognito with an email address you have access to (need to confirm the actual flow)
6. Add Cognito authentication to the Node.js code
7. Add an endpoint to upload a document to Node.js, allowing any Cognito-authenticated user to upload a document to the default site using the API key; this endpoint should include the following metadata: "approvalRequired:true","submittedByUser:${EMAIL}","submittedDate:${NOW}","approvedByUser:null","approvedDate:null"
8. Add an endpoint to search for documents with "approvalRequired:true", but only available to users with read access to site 'default' -> need to determine how best to do this
9. Add an endpoint to set approval to true or false, and add approvedByUser and approvedDate metadata

• authentication_only group
• local instruction additions for running console (DONE)

Add example to use https://zapier.com to add a document and send a webhook action to Zapier

Based on a customer inquiry.

highlight: {
fields: {
'content': {
fragment_size: 100,
number_of_fragments: 5
},
'tags.description': { number_of_fragments: 0 },
'tags.matternumber': { number_of_fragments: 0 },
'tags.mattername': { number_of_fragments: 0 }
}
},
query: {
bool: {
must: [{
query_string: {
query: 'Complaint',
fields: ['content', 'tags.description', 'tags.matternumber', 'tags.mattername']
}
}]
}
}