Intake Form Submissions API: Sample Flow

This article presents a sample flow for a possible use case that you can support. This can be a helpful jumping-off point as you plan your implementation.

For additional sample flows that use both the Intake Forms and Intake Form Submissions APIs, see Intake Forms: Sample Flows.

Extend submission expiration dates

You can search through intake form submissions and extend expiration dates when customers request extensions.

To search submissions and extend expiration dates:

  1. Call Search Intake Form Submissions to identify relevant submissions. Specify search.filter.formId to filter by intake form ID and search.search.expression to search for text in submission content.
  2. Call Extend Intake Form Submission to reset the expiration date. If the submission had already expired, this also changes the status from EXPIRED back to VALID.
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