POST api/dynamicclients/preview?offset={offset}&count={count}&searchTerm={searchTerm}

Gets the clients that match the conditions of a given ruleset that has not been persisted to the database.

Request Information

URI Parameters

Name	Description	Type	Additional information
offset	The offset to start showing results at	integer	Default value is 0
count	The number of results to return	integer	Default value is 25
searchTerm	A search term to use to filter the results	string	None.

Body Parameters

The ruleset that determines how to find clients.

DelegateGroupDynamicClientRuleset

Name	Description	Type	Additional information
DelegateGroupId	The delegate group the rules apply to	integer	None.
Rules	The rules used to determine the clients associated with the delegate group	Collection of DelegateGroupDynamicClientRule	None.

Request Formats

application/json, text/json

Sample:

{
  "delegateGroupId": 1,
  "rules": [
    {
      "conditions": [
        {
          "ruleType": 1,
          "value": "sample string 1"
        },
        {
          "ruleType": 1,
          "value": "sample string 1"
        }
      ]
    },
    {
      "conditions": [
        {
          "ruleType": 1,
          "value": "sample string 1"
        },
        {
          "ruleType": 1,
          "value": "sample string 1"
        }
      ]
    }
  ]
}

application/xml, text/xml

Sample:

<DelegateGroupDynamicClientRuleset xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/TS.DR.Resources.Delegates">
  <DelegateGroupId>1</DelegateGroupId>
  <Rules>
    <DelegateGroupDynamicClientRule>
      <Conditions>
        <DelegateGroupDynamicClientRuleCondition>
          <RuleType>FundingSource</RuleType>
          <Value>sample string 1</Value>
        </DelegateGroupDynamicClientRuleCondition>
        <DelegateGroupDynamicClientRuleCondition>
          <RuleType>FundingSource</RuleType>
          <Value>sample string 1</Value>
        </DelegateGroupDynamicClientRuleCondition>
      </Conditions>
    </DelegateGroupDynamicClientRule>
    <DelegateGroupDynamicClientRule>
      <Conditions>
        <DelegateGroupDynamicClientRuleCondition>
          <RuleType>FundingSource</RuleType>
          <Value>sample string 1</Value>
        </DelegateGroupDynamicClientRuleCondition>
        <DelegateGroupDynamicClientRuleCondition>
          <RuleType>FundingSource</RuleType>
          <Value>sample string 1</Value>
        </DelegateGroupDynamicClientRuleCondition>
      </Conditions>
    </DelegateGroupDynamicClientRule>
  </Rules>
</DelegateGroupDynamicClientRuleset>

application/x-www-form-urlencoded

Sample:

Sample not available.

Response Information

Resource Description

Returns basic information about the clients that match the provided rules.

Collection of DelegateClientInfo

Name	Description	Type	Additional information
ClientId	The ID of the client (matches Pass/Novus client id)	integer	None.
ClientCode	The client's code	string	None.
FirstName	The client's first name	string	None.
LastName	The client's last name	string	None.
BirthDate	The client's birth date (if known)	date	None.
StartDate	The date that the client began as a member of the delegate group Delegates will not be able to see the client's history before this time	date	None.
ExpiryDate	The date that the client is no longer valid in the group	date	None.
DynamicallyAdded	Gets whether this client was associated with its delegate group using a dynamic rule rather than being added individually.	boolean	None.
PhoneNumber	Gets or sets clients phone number	string	None.
UserDefinedFields	Gets user defined fields for this client	Dictionary of string [key] and Object [value]	None.

Response Formats

application/json, text/json

Sample:

[
  {
    "clientId": 1,
    "clientCode": "sample string 2",
    "firstName": "sample string 3",
    "lastName": "sample string 4",
    "birthDate": "2024-12-23",
    "startDate": "2024-12-23T11:55:49.428695-07:00",
    "expiryDate": "2024-12-23T11:55:49.428695-07:00",
    "dynamicallyAdded": true,
    "phoneNumber": "sample string 6",
    "userDefinedFields": {
      "sample string 1": {},
      "sample string 3": {}
    }
  },
  {
    "clientId": 1,
    "clientCode": "sample string 2",
    "firstName": "sample string 3",
    "lastName": "sample string 4",
    "birthDate": "2024-12-23",
    "startDate": "2024-12-23T11:55:49.428695-07:00",
    "expiryDate": "2024-12-23T11:55:49.428695-07:00",
    "dynamicallyAdded": true,
    "phoneNumber": "sample string 6",
    "userDefinedFields": {
      "sample string 1": {},
      "sample string 3": {}
    }
  }
]

application/xml, text/xml

Sample:

<ArrayOfDelegateClientInfo xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/TS.DR.Resources.Delegates">
  <DelegateClientInfo>
    <BirthDate>2024-12-23T11:55:49.428695-07:00</BirthDate>
    <ClientCode>sample string 2</ClientCode>
    <ClientId>1</ClientId>
    <DynamicallyAdded>true</DynamicallyAdded>
    <ExpiryDate>2024-12-23T11:55:49.428695-07:00</ExpiryDate>
    <FirstName>sample string 3</FirstName>
    <LastName>sample string 4</LastName>
    <PhoneNumber>sample string 6</PhoneNumber>
    <StartDate>2024-12-23T11:55:49.428695-07:00</StartDate>
    <UserDefinedFields xmlns:d3p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
      <d3p1:KeyValueOfstringanyType>
        <d3p1:Key>sample string 1</d3p1:Key>
        <d3p1:Value />
      </d3p1:KeyValueOfstringanyType>
      <d3p1:KeyValueOfstringanyType>
        <d3p1:Key>sample string 3</d3p1:Key>
        <d3p1:Value />
      </d3p1:KeyValueOfstringanyType>
    </UserDefinedFields>
  </DelegateClientInfo>
  <DelegateClientInfo>
    <BirthDate>2024-12-23T11:55:49.428695-07:00</BirthDate>
    <ClientCode>sample string 2</ClientCode>
    <ClientId>1</ClientId>
    <DynamicallyAdded>true</DynamicallyAdded>
    <ExpiryDate>2024-12-23T11:55:49.428695-07:00</ExpiryDate>
    <FirstName>sample string 3</FirstName>
    <LastName>sample string 4</LastName>
    <PhoneNumber>sample string 6</PhoneNumber>
    <StartDate>2024-12-23T11:55:49.428695-07:00</StartDate>
    <UserDefinedFields xmlns:d3p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
      <d3p1:KeyValueOfstringanyType>
        <d3p1:Key>sample string 1</d3p1:Key>
        <d3p1:Value />
      </d3p1:KeyValueOfstringanyType>
      <d3p1:KeyValueOfstringanyType>
        <d3p1:Key>sample string 3</d3p1:Key>
        <d3p1:Value />
      </d3p1:KeyValueOfstringanyType>
    </UserDefinedFields>
  </DelegateClientInfo>
</ArrayOfDelegateClientInfo>