Examples of JSON queries for FirmFlow API
Your FirmFlow application programing interface (API) requests are stored in your local SQL database. You can copy and paste these examples in the FirmFlow API utility to request custom reports.
Filter by period end
Your query will create a table with information from all tax work clients with a period end of December 31.
{"DrawerId": "0000000001","ServiceType": "TAX","EngagementType": "","Workflow": "","CurrentStep": "","PIC": "","AssignedTo": "","AssignedOn": "","WorkflowDescription": "","InProcessOnly": "","Status": "","Priority": "","ReceivedOn": "","CompletedOn": "","SentOn": "","Responsible": "","AssignmentHistory": "","ReceivedFrom": "","SentTo": "","CompletedBy": "","Accountable": "","CurrentDueDate": "","OriginalDueDate": "","DateExtended": "","DaysAtStep": "","TotalDaysAtStep": "","DaysBetweenRoutings": "","TotalDaysInProcess": "","RoutingDetails": "","InformationFields": [],"Indexes": [{"indexId": "0000000007","IndexValue": "12/31"}],"PageNumber": "//Page//"}
Filter by year
Your query will create a table with information from all tax work clients in the year 2019.
{"DrawerId": "0000000001","ServiceType": "TAX","EngagementType": "","Workflow": "","CurrentStep": "","PIC": "","AssignedTo": "","AssignedOn": "","WorkflowDescription": "","InProcessOnly": "","Status": "","Priority": "","ReceivedOn": "","CompletedOn": "","SentOn": "","Responsible": "","AssignmentHistory": "","ReceivedFrom": "","SentTo": "","CompletedBy": "","Accountable": "","CurrentDueDate": "","OriginalDueDate": "","DateExtended": "","DaysAtStep": "","TotalDaysAtStep": "","DaysBetweenRoutings": "","TotalDaysInProcess": "","RoutingDetails": "","InformationFields": [],"Indexes": [{"indexId": "0000000006","IndexValue": "2019"}],"PageNumber": "//Page//"}
Filter by client name
Your query will create a table with information for all tax work performed for the client ABC Company or the client name you replace ABC Company with.
{"DrawerId": "0000000001","ServiceType": "TAX","EngagementType": "","Workflow": "","CurrentStep": "","PIC": "","AssignedTo": "","AssignedOn": "","WorkflowDescription": "","InProcessOnly": "","Status": "","Priority": "","ReceivedOn": "","CompletedOn": "","SentOn": "","Responsible": "","AssignmentHistory": "","ReceivedFrom": "","SentTo": "","CompletedBy": "","Accountable": "","CurrentDueDate": "","OriginalDueDate": "","DateExtended": "","DaysAtStep": "","TotalDaysAtStep": "","DaysBetweenRoutings": "","TotalDaysInProcess": "","RoutingDetails": "","InformationFields": [],"Indexes": [{"indexId": "0000000001","IndexValue": "ABC Company"}],"PageNumber": "//Page//"}
Filter by client number
Your query will create a table with information for all tax work performed for the client ID 1001 or the client ID you replace 1001 with.
{"DrawerId": "0000000001","ServiceType": "TAX","EngagementType": "","Workflow": "","CurrentStep": "","PIC": "","AssignedTo": "","AssignedOn": "","WorkflowDescription": "","InProcessOnly": "","Status": "","Priority": "","ReceivedOn": "","CompletedOn": "","SentOn": "","Responsible": "","AssignmentHistory": "","ReceivedFrom": "","SentTo": "","CompletedBy": "","Accountable": "","CurrentDueDate": "","OriginalDueDate": "","DateExtended": "","DaysAtStep": "","TotalDaysAtStep": "","DaysBetweenRoutings": "","TotalDaysInProcess": "","RoutingDetails": "","InformationFields": [],"Indexes": [{"indexId": "0000000002","IndexValue": "1001"}],"PageNumber": "//Page//"}
