Overview
Creating comments via the Risk Cloud API allows custom integrations to post contextual updates to records, keeping related information from external sources centralized in the Risk Cloud. This article walks through the steps necessary for posting a comment to a record via the Risk Cloud API:- Obtain the
record-idof the record that you would like to post the comment to. - Post the record comment.
POST /api/v1/comments
Obtain your API Access Token to get started.
Comments feature requirements
Ensure that the Comments feature is enabled for your step. To enable comments on a record step:- Navigate to the step via Build > Applications > Open an application > Open a step in a workflow > Configure Step.
- Check the box Enable Comments.
Step 1: Obtain the record ID
Therecord-id can be obtained from the Risk Cloud web application, emails, or via the Risk Cloud
API. If you already know your record-id, continue to Step 2: Post Record
Comment.
- Using the Risk Cloud application: Open the desired record in the Risk Cloud web application,
then take the ID from the end of the URL:
https://your-company.logicgate.com/records/{record-id} - Using email: The Contextual Notifications feature offers the ability to set Custom Fields and System Fields in outbound emails. As a result, Record ID is a System Field that can be included in outbound emails from the Risk Cloud. This Record ID can in turn be parsed from the email for use in the Post Record Comment API request below.
- Using the Risk Cloud API: Reference Risk Cloud API: Record Search to obtain record IDs via the Risk Cloud API.
Step 2: Post Record Comment
Use therecord-id found in the previous step to create a comment. You will also need the text of
the post in Rich Text HTML format.
Endpoint: POST /api/v1/comments