Dashly Docs

Custom fields

`/field-definitions`

List custom fields

GET
/field-definitions

One page of records, newest first unless you say otherwise, with the total count in meta so you know how far to paginate.

Required scope: field-definitions:read.

Authorization

bearerAuth
headerAuthorizationBearer <token>

Your agency's API key: Authorization: Bearer ak_…. Created in Connectors → API & webhooks and shown once. A key authenticates an agency, not a person.

Query Parameters

page?integer

1-based. meta.totalPages says how many there are.

Range1 <= value
Default1
per_page?integer

Rows per page. A value above 200 returns 400 - never a silent clamp.

Range1 <= value <= 200
Default50
sort?string

Prefix with - for descending. An undeclared sort returns 400.

Default"position"
Value in"position""-position""createdAt""-createdAt""label""-label"
q?string

Case-insensitive "contains", across: label, key.

filter[entity]?string

Exact match on entity.

Value in"ticket""deal""account""lead""contact"
filter[type]?string

Exact match on type.

Value in"text""long_text""number""date""select""multi_select""checkbox""url""user""email"
filter[archived]?string

Exact match on archived.

Value in"true""false"

Response Body

The requested page.

application/json
  1. response
data*array<>
meta*
Example Request
curl -X GET 'https://api.usedashly.com/v1/field-definitions'
Example Response
{  "data": [    {      "id": "string",      "key": "string",      "label": "string",      "type": "text",      "entity": "ticket",      "options": null,      "required": true,      "clientVisible": true,      "scope": "client",      "showInCreate": true,      "showInDetail": true,      "category": "string",      "position": 0,      "archived": true,      "createdAt": "2019-08-24T14:15:22Z"    }  ],  "meta": {    "page": 0,    "perPage": 0,    "total": 0,    "totalPages": 0  }}

Create a custom field

POST
/field-definitions

Links are given as the target's public id (clientId: "hsbftmp3f5"); the API resolves them server-side. Fields the database requires but the interface decides for you are filled in the same way here.

Required scope: field-definitions:write.

Authorization

bearerAuth
headerAuthorizationBearer <token>

Your agency's API key: Authorization: Bearer ak_…. Created in Connectors → API & webhooks and shown once. A key authenticates an agency, not a person.

Header Parameters

Idempotency-Key?string

A value you choose (a UUID is the usual one), 8 to 255 characters of A-Z a-z 0-9 _ . : -. Retrying with the same key returns the first call's answer instead of creating a second record, for seven days. The same key with a different body returns 409.

Length8 <= length <= 255

Request Body

application/json
  1. body
key*string
Match^[a-z][a-z0-9_]*$
Length1 <= length <= 60
label*string
Length1 <= length <= 120
type*string
Value in"text""long_text""number""date""select""multi_select""checkbox""url""email""user"
entity*string
Value in"ticket""deal""account""lead""contact"
options?array<|>
Itemsitems <= 100
required?boolean
clientVisible?boolean
scope?|null
showInCreate?boolean
showInDetail?boolean
category?|null
position?integer
Range0 <= value <= 9999
archived?boolean
createdAt?string

When this actually happened, for an import. Past dates only; defaults to now. updatedAt follows it unless the body sets one.

Formatdate-time

Response Body

Created. The body is the new record, as a read would return it.

application/json
  1. response
data*
Example Request
curl -X POST 'https://api.usedashly.com/v1/field-definitions' \  -H 'Content-Type: application/json' \  -d '{  "key": "string",  "label": "string",  "type": "text",  "entity": "ticket"}'
Example Response
{  "data": {    "id": "string",    "key": "string",    "label": "string",    "type": "text",    "entity": "ticket",    "options": null,    "required": true,    "clientVisible": true,    "scope": "client",    "showInCreate": true,    "showInDetail": true,    "category": "string",    "position": 0,    "archived": true,    "createdAt": "2019-08-24T14:15:22Z"  }}

Retrieve a custom field

GET
/field-definitions/{id}

The full record, custom fields included when the resource carries them. A record from another agency is a 404, not a 403 - its existence is not ours to confirm.

Required scope: field-definitions:read.

Authorization

bearerAuth
headerAuthorizationBearer <token>

Your agency's API key: Authorization: Bearer ak_…. Created in Connectors → API & webhooks and shown once. A key authenticates an agency, not a person.

Path Parameters

id*string

The record's public id (hsbftmp3f5), as returned in the id field. An internal UUID returns 404.

Response Body

Found.

application/json
  1. response
data*
Example Request
curl -X GET 'https://api.usedashly.com/v1/field-definitions/string'
Example Response
{  "data": {    "id": "string",    "key": "string",    "label": "string",    "type": "text",    "entity": "ticket",    "options": null,    "required": true,    "clientVisible": true,    "scope": "client",    "showInCreate": true,    "showInDetail": true,    "category": "string",    "position": 0,    "archived": true,    "createdAt": "2019-08-24T14:15:22Z"  }}

Update a custom field

PATCH
/field-definitions/{id}

A partial update: only the fields you send change. One exception - customFields is replaced wholesale, not merged, so sending it with a single key clears the others. Read the record, merge, then write.

Required scope: field-definitions:write.

Authorization

bearerAuth
headerAuthorizationBearer <token>

Your agency's API key: Authorization: Bearer ak_…. Created in Connectors → API & webhooks and shown once. A key authenticates an agency, not a person.

Path Parameters

id*string

The record's public id (hsbftmp3f5), as returned in the id field. An internal UUID returns 404.

Request Body

application/json
  1. body
label?string
Length1 <= length <= 120
options?array<|>
Itemsitems <= 100
required?boolean
clientVisible?boolean
scope?|null
showInCreate?boolean
showInDetail?boolean
category?|null
position?integer
Range0 <= value <= 9999
archived?boolean

Response Body

Updated. The body is the record as it now stands.

application/json
  1. response
data*
Example Request
curl -X PATCH 'https://api.usedashly.com/v1/field-definitions/string' \  -H 'Content-Type: application/json' \  -d '{}'
Example Response
{  "data": {    "id": "string",    "key": "string",    "label": "string",    "type": "text",    "entity": "ticket",    "options": null,    "required": true,    "clientVisible": true,    "scope": "client",    "showInCreate": true,    "showInDetail": true,    "category": "string",    "position": 0,    "archived": true,    "createdAt": "2019-08-24T14:15:22Z"  }}

Delete a custom field

DELETE
/field-definitions/{id}

Permanent. The audit log keeps the trace; the record does not come back.

Required scope: field-definitions:write.

Authorization

bearerAuth
headerAuthorizationBearer <token>

Your agency's API key: Authorization: Bearer ak_…. Created in Connectors → API & webhooks and shown once. A key authenticates an agency, not a person.

Path Parameters

id*string

The record's public id (hsbftmp3f5), as returned in the id field. An internal UUID returns 404.

Response Body

Deleted. Empty body.

Example Request
curl -X DELETE 'https://api.usedashly.com/v1/field-definitions/string'
Example Response
Empty

List available actions

GET
/field-definitions/actions

Every verb this resource answers to, with its target and the JSON Schema of its body - the same contracts this document describes, readable at runtime.

Required scope: field-definitions:read.

Authorization

bearerAuth
headerAuthorizationBearer <token>

Your agency's API key: Authorization: Bearer ak_…. Created in Connectors → API & webhooks and shown once. A key authenticates an agency, not a person.

Response Body

The available verbs.

application/json
  1. response
data*array<>
Example Request
curl -X GET 'https://api.usedashly.com/v1/field-definitions/actions'
Example Response
{  "data": [    {      "name": "string",      "label": "string",      "description": "string",      "target": "item",      "readOnly": true,      "path": "string",      "input": {}    }  ]}

Reorder the fields

POST
/field-definitions/actions/reorder

Reorders the field definitions: each field's position becomes its index in the list of ids you send.

Does what the dashboard's reorderFieldDefinitionsAction does - same implementation, so the two cannot diverge.

Required scope: field-definitions:write.

Authorization

bearerAuth
headerAuthorizationBearer <token>

Your agency's API key: Authorization: Bearer ak_…. Created in Connectors → API & webhooks and shown once. A key authenticates an agency, not a person.

Header Parameters

Idempotency-Key?string

A value you choose (a UUID is the usual one), 8 to 255 characters of A-Z a-z 0-9 _ . : -. Retrying with the same key returns the first call's answer instead of creating a second record, for seven days. The same key with a different body returns 409.

Length8 <= length <= 255

Request Body

application/json
  1. body
ids*array<>
Items1 <= items <= 500

Response Body

Done.

application/json
  1. response
data*unknown

The action's result; its shape depends on the verb.

Example Request
curl -X POST 'https://api.usedashly.com/v1/field-definitions/actions/reorder' \  -H 'Content-Type: application/json' \  -d '{  "ids": [    "string"  ]}'
Example Response
{  "data": null}