Create a Submittal Item
This tutorial demonstrates how to create a submittal item for an Autodesk Construction Cloud (ACC) project. The steps include verifying the user’s permissions, retrieving the item type ID, finding or creating the spec ID, optionally setting a custom number for the new item, identifying the assignee’s ID, and creating the item. For more information on working with submittals, see the Help documentation.
Before You Begin
- Register an app
- Acquire a 3-legged OAuth token with
data:write
account:read
scopes. - Verify that you have access to the relevant account and ACC project.
- Find the relevant project ID for the project you want to create an item in by following the Retrieve an Account ID and Project ID tutorial. In this example, assume the project ID is
91b5ea71-e3ea-495b-999d-57443a8af6a4
. - Make sure you have chosen at least one ‘manager’ through the UI. To assign a manager to a submittal item, you need to ensure the user has the necessary permissions and roles set within the project. For intstructions on setting up roles and permissions see the Help documentation.
Step 1: Verify User Permissions
Call GET users/me using the project ID (91b5ea71-e3ea-495b-999d-57443a8af6a4
) to retrieve the relevant permissions for the user.
You need to check whether the user has permissions to create submittal items, and the states in which the user is allowed to create them. Only a manager (role[i]=1
) can create an item in a Waiting for submission state (sbc-1
), and any user can create a submittal item in an Open (Submitted) state (mgr-1
). Check the transitions
array for the data.
Use the permittedActions
array to check which fields are mandatory (mandatoryFields
) and which fields are optional (fields
) for the state in which you want to create the submittal item. For example, to create a submittal Waiting for submission state (sbc-1
), the required fields include subcontractor (subcontractor
), subcontractor type (subcontractorType
), and submitter due date (submitterDueDate
). To create a submittal in an Open (Submitted) state (mgr-1
), the required fields include manager (manager
) and manager type (managerType
).
Note that calling GET items at any stage in the workflow will return the permitted actions for the user at that point in the workflow for that submittal item.
Request
curl -v 'https://developer.api.autodesk.com/construction/submittals/v2/projects/91b5ea71-e3ea-495b-999d-57443a8af6a4/users/me' \
-H 'Authorization: Bearer AuIPTf4KYLTYGVnOHQ0cuolwCW2a'
Response
{
"id": "MFEGJ9W5GGQL",
"roles": [
"1",
"2",
"4"
],
"permittedActions": [
{
"id": "Spec::list",
"fields": {},
"mandatoryFields": [],
"transitions": []
},
{
"id": "Spec::retrieve",
"fields": {},
"mandatoryFields": [],
"transitions": []
},
{
"id": "Spec::create",
"fields": {
"id": [],
"title": [],
"identifier": []
},
"mandatoryFields": [
"title",
"identifier"
],
"transitions": []
},
{
"id": "Spec::partial_update",
"fields": {
"title": [],
"identifier": []
},
"mandatoryFields": [],
"transitions": []
},
{
"id": "Spec::destroy",
"fields": {},
"mandatoryFields": [],
"transitions": []
},
{
"id": "Item::list",
"fields": {},
"mandatoryFields": [],
"transitions": []
},
{
"id": "Item::bulk_partial_update",
"fields": {
"subcontractor": [],
"subcontractorType": [],
"submitterDueDate": [],
"manager": [],
"managerType": [],
"managerDueDate": [],
"typeId": [],
"packageId": [],
"priority": [],
"specId": [],
"watchers": []
},
"mandatoryFields": [],
"transitions": []
},
{
"id": "Item::xlsx_export",
"fields": {},
"mandatoryFields": [],
"transitions": []
},
{
"id": "Item::create",
"fields": {
"stateId": [],
"id": [],
"specId": [],
"subsection": [],
"title": [],
"description": [],
"packageId": [],
"typeId": [],
"priority": [],
"watchers": [],
"requiredOnJobDate": [],
"leadTime": [],
"requiredDate": [],
"requiredApprovalDate": [],
"customIdentifier": [],
"templateId": []
},
"mandatoryFields": [
"stateId",
"specId",
"title",
"typeId"
],
"transitions": [
{
"id": "create::sbc-1",
"name": "Create",
"stateFrom": {
"id": "create",
"name": "Create"
},
"stateTo": {
"id": "sbc-1",
"name": "SBC 1"
},
"transitionFields": [
"subcontractor",
"subcontractorType",
"submitterDueDate"
],
"mandatoryFields": [
"subcontractor",
"subcontractorType",
"submitterDueDate"
],
"actionId": "ITEM_TRANSITION_CREATE_SBC1"
},
{
"id": "create::draft",
"name": "Create draft",
"stateFrom": {
"id": "create",
"name": "Create"
},
"stateTo": {
"id": "draft",
"name": "DRAFT"
},
"transitionFields": [
"subcontractor",
"subcontractorType",
"submitterDueDate",
"manager",
"managerType",
"sentToSubmitter",
"receivedFromSubmitter",
"managerDueDate",
"sentToReview",
"receivedFromReview",
"publishedDate"
],
"mandatoryFields": null,
"actionId": null
}
]
},
{
"id": "Item::import",
"fields": {},
"mandatoryFields": [],
"transitions": []
},
{
"id": "Item::bulk_destroy",
"fields": {},
"mandatoryFields": [],
"transitions": []
},
{
"id": "Item::bulk_apply_template",
"fields": {},
"mandatoryFields": [],
"transitions": []
},
{
"id": "Item::bulk_add_custom_identifier",
"fields": {},
"mandatoryFields": [],
"transitions": []
},
{
"id": "Item::bulk_wf_transition",
"fields": {},
"mandatoryFields": [],
"transitions": [
{
"id": "draft::sbc-1",
"name": "Assign to Responsible Contractor",
"stateFrom": {
"id": "draft",
"name": "DRAFT"
},
"stateTo": {
"id": "sbc-1",
"name": "SBC 1"
},
"transitionFields": [
"subcontractor",
"subcontractorType",
"submitterDueDate"
],
"mandatoryFields": [
"subcontractor",
"subcontractorType",
"submitterDueDate"
],
"actionId": "ITEM_TRANSITION_DRAFT_SBC1"
},
{
"id": "sbc-1::mgr-1",
"name": "Submit to Manager",
"stateFrom": {
"id": "sbc-1",
"name": "SBC 1"
},
"stateTo": {
"id": "mgr-1",
"name": "MGR 1"
},
"transitionFields": [
"manager"
],
"mandatoryFields": [
"manager"
],
"actionId": "ITEM_TRANSITION_SBC1_MGR1"
},
{
"id": "sbc-1::void",
"name": "Send to Void",
"stateFrom": {
"id": "sbc-1",
"name": "SBC 1"
},
"stateTo": {
"id": "void",
"name": "VOID"
},
"transitionFields": null,
"mandatoryFields": null,
"actionId": "ITEM_TRANSITION_SBC1_VOID"
},
{
"id": "mgr-1::sbc-1",
"name": "Return to Responsible Contractor",
"stateFrom": {
"id": "mgr-1",
"name": "MGR 1"
},
"stateTo": {
"id": "sbc-1",
"name": "SBC 1"
},
"transitionFields": [
"subcontractor",
"subcontractorType",
"submitterDueDate"
],
"mandatoryFields": [
"subcontractor",
"subcontractorType",
"submitterDueDate"
],
"actionId": "ITEM_TRANSITION_MGR1_SBC1"
},
{
"id": "mgr-1::rev",
"name": "Submit to Review",
"stateFrom": {
"id": "mgr-1",
"name": "MGR 1"
},
"stateTo": {
"id": "rev",
"name": "REV"
},
"transitionFields": [
"watchers",
"stepDueDate",
"mailNote",
"saveAttachmentDrafts",
"duplicateAttachments",
"customIdentifier"
],
"mandatoryFields": [
"customIdentifier"
],
"actionId": "ITEM_TRANSITION_MGR1_REV"
},
{
"id": "mgr-1::void",
"name": "Send to Void",
"stateFrom": {
"id": "mgr-1",
"name": "MGR 1"
},
"stateTo": {
"id": "void",
"name": "VOID"
},
"transitionFields": null,
"mandatoryFields": null,
"actionId": "ITEM_TRANSITION_MGR1_VOID"
},
{
"id": "rev::void",
"name": "Send to Void",
"stateFrom": {
"id": "rev",
"name": "REV"
},
"stateTo": {
"id": "void",
"name": "VOID"
},
"transitionFields": null,
"mandatoryFields": null,
"actionId": "ITEM_TRANSITION_REV_VOID"
},
{
"id": "mgr-2::void",
"name": "Send to Void",
"stateFrom": {
"id": "mgr-2",
"name": "MGR 2"
},
"stateTo": {
"id": "void",
"name": "VOID"
},
"transitionFields": null,
"mandatoryFields": null,
"actionId": "ITEM_TRANSITION_MGR2_VOID"
},
{
"id": "sbc-2::mgr-2",
"name": "Reopen to Manager",
"stateFrom": {
"id": "sbc-2",
"name": "SBC 2"
},
"stateTo": {
"id": "mgr-2",
"name": "MGR 2"
},
"transitionFields": null,
"mandatoryFields": null,
"actionId": "ITEM_TRANSITION_SBC2_MGR2"
}
]
},
{
"id": "AdminMapping::list",
"fields": {},
"mandatoryFields": [],
"transitions": []
},
{
"id": "AdminMapping::create",
"fields": {
"container": [],
"oxygenId": [],
"userType": [],
"submittalsRole": [
"1",
"2"
]
},
"mandatoryFields": [],
"transitions": []
},
{
"id": "AdminMapping::destroy",
"fields": {},
"mandatoryFields": [],
"transitions": []
},
{
"id": "Package::retrieve",
"fields": {},
"mandatoryFields": [],
"transitions": []
},
{
"id": "Package::list",
"fields": {},
"mandatoryFields": [],
"transitions": []
},
{
"id": "Package::partial_update",
"fields": {
"description": [],
"title": []
},
"mandatoryFields": [],
"transitions": []
},
{
"id": "Package::add_items_to_package",
"fields": {},
"mandatoryFields": [],
"transitions": []
},
{
"id": "Package::destroy",
"fields": {},
"mandatoryFields": [],
"transitions": []
},
{
"id": "Package::create",
"fields": {
"title": [],
"identifier": [],
"description": [],
"specId": []
},
"mandatoryFields": [
"specId",
"title"
],
"transitions": []
},
{
"id": "DefaultValues::retrieve",
"fields": {},
"mandatoryFields": [],
"transitions": []
},
{
"id": "DefaultValues::partial_update",
"fields": {
"reviewTime": [],
"manager": [],
"watchers": []
},
"mandatoryFields": [],
"transitions": []
},
{
"id": "ItemResponse::list",
"fields": {},
"mandatoryFields": [],
"transitions": []
},
{
"id": "ItemResponse::retrieve",
"fields": {},
"mandatoryFields": [],
"transitions": []
},
{
"id": "ItemResponse::create",
"fields": {
"value": [],
"categoryId": [
"1",
"2",
"3"
],
"isActive": [
true,
false
]
},
"mandatoryFields": [
"value",
"categoryId"
],
"transitions": []
},
{
"id": "ItemResponse::partial_update",
"fields": {
"value": [],
"isActive": [
true,
false
],
"categoryId": [
"1",
"2",
"3"
]
},
"mandatoryFields": [],
"transitions": []
},
{
"id": "ItemType::list",
"fields": {},
"mandatoryFields": [],
"transitions": []
},
{
"id": "ItemType::retrieve",
"fields": {},
"mandatoryFields": [],
"transitions": []
},
{
"id": "ItemType::create",
"fields": {
"value": [],
"isActive": [
true,
false
]
},
"mandatoryFields": [
"value"
],
"transitions": []
},
{
"id": "ItemType::partial_update",
"fields": {
"value": [],
"isActive": [
true,
false
]
},
"mandatoryFields": [],
"transitions": []
},
{
"id": "Template::list",
"fields": {},
"mandatoryFields": [],
"transitions": []
},
{
"id": "Template::retrieve",
"fields": {},
"mandatoryFields": [],
"transitions": []
},
{
"id": "Template::destroy",
"fields": {},
"mandatoryFields": [],
"transitions": []
},
{
"id": "Template::create",
"fields": {
"name": [],
"steps": [],
"watchers": []
},
"mandatoryFields": [
"name",
"steps"
],
"transitions": []
},
{
"id": "Template::partial_update",
"fields": {
"name": [],
"steps": [],
"watchers": []
},
"mandatoryFields": [],
"transitions": []
}
]
}
Note the permissions information in the roles
array and permittedActions
array.
Step 2: Find or Create the Spec Section ID
Every submittal item must be associated with a spec section. When creating a submittal item you need to either select an exising spec section or create a new spec section.
To retrieve an existing spec section ID, use the project ID (91b5ea71-e3ea-495b-999d-57443a8af6a4
) to call GET specs.
Request
curl -v 'https://developer.api.autodesk.com/construction/submittals/v2/projects/91b5ea71-e3ea-495b-999d-57443a8af6a4/specs?limit=50' \
-H 'Authorization: Bearer AuIPTf4KYLTYGVnOHQ0cuolwCW2a'
Response
{
"pagination": {
"limit": 50,
"offset": 0,
"totalResults": 70,
"nextUrl": "https://developer.api.autodesk.com/construction/submittals/v2/projects/91b5ea71-e3ea-495b-999d-57443a8af6a4/specs?limit=50&offset=50&sort=identifier+desc"
},
"results": [
{
"id": "000ce2cf-4fce-4c84-b993-5068889f8ff8",
"createdBy": "YSZ8KJBCDY4E",
"createdAt": "2024-03-20T14:54:23.135846Z",
"updatedBy": "YSZ8KJBCDY4E",
"updatedAt": "2024-03-20T14:54:50.297761Z",
"title": "spec1",
"identifier": "11"
},
{
"id": "ae1e343d-2249-451e-86ec-954c0d81cc72",
"createdBy": "YSZ8KJBCDY4E",
"createdAt": "2024-01-31T15:19:37.685444Z",
"updatedBy": "YSZ8KJBCDY4E",
"updatedAt": "2024-03-20T14:54:50.297761Z",
"title": "spec2",
"identifier": "22"
}
]
}
Note the spec section ID (id
).
If you want to create a new spec section, call POST specs. Specify the spec title and identifier in the request.
Request
curl -v 'https://developer.api.autodesk.com/construction/submittals/v2/projects/91b5ea71-e3ea-495b-999d-57443a8af6a4/specs' \
-H 'Authorization: Bearer AuIPTf4KYLTYGVnOHQ0cuolwCW2a' \
-H 'Content-Type: application/json' \
-d '{
"identifier": "111",
"title": "my-spec"
}'
Response
{
"id": "ec3d1e29-4431-452b-8257-15ad0817a730",
"createdBy": "MFEGJ9W5GGQL",
"createdAt": "2024-04-09T07:29:34.357926Z",
"updatedBy": "MFEGJ9W5GGQL",
"updatedAt": "2024-04-09T07:29:34.357942Z",
"title": "my-spec",
"identifier": "111"
}
Note the spec section ID (id
).
Step 3: Find the Item Type ID
Every submittal item must be associated with an item type. To get a list of existing item types, use the project ID (91b5ea71-e3ea-495b-999d-57443a8af6a4
) to call GET item-types.
Request
curl -v 'https://developer.api.autodesk.com/construction/submittals/v2/projects/91b5ea71-e3ea-495b-999d-57443a8af6a4/item-types' \
-H 'Authorization: Bearer AuIPTf4KYLTYGVnOHQ0cuolwCW2a'
Response
{
"pagination": {
"limit": 100,
"offset": 0,
"totalResults": 15
},
"results": [
{
"id": "530dbe26-6799-413c-9015-937ecfebe0e8",
"key": "attic_stock",
"value": "Attic Stock",
"platformId": "attic_stock",
"isActive": true,
"isInUse": false,
"createdAt": "2024-01-30T09:38:56.374093Z",
"createdBy": "",
"updatedAt": "2024-01-30T09:39:25.832679Z",
"updatedBy": ""
},
{
"id": "010bde2c-4d4d-41c7-84cb-0c26d50c0158",
"key": "samples",
"value": "Samples",
"platformId": "samples",
"isActive": true,
"isInUse": false,
"createdAt": "2024-01-30T09:38:56.374093Z",
"createdBy": "",
"updatedAt": "2024-01-30T09:38:56.374093Z",
"updatedBy": ""
},
]
}
Note the item type ID (results[id]
) of the relevant item type.
Step 4: Select a Custom Submittal Item Number (Optional)
When you create a submittal item you can optionally assign a custom number to it. Note that only managers can assign custom numbers to a submittal item. Projects are configued to either assign a sequential global number to the submittal items or a sequential spec number. For more details about custom numbering, see the Custom Numbering in Submittals Help documentation. Alternatively, you can customize the submittal item custom number to be any string that has not yet been assigned to a submittal item, as long it is in a supported format.
If you want to assign the next global or spec number you need to first check the sequence type. To find the sequence type call GET metadata, and check the customIdentifierSequenceType
field. If the sequence type is 1
it is a global sequence (global numbering), and if it is 2
it is a spec sequence (spec section numbering).
In this example, assume the project has been assigned a spec sequence. Note that a spec sequence is in the format <spec_identifier>-<sequential_number>. You only need to specify the sequential number. The full number - <spec_identifier>-<sequential_number> - appears in the response payload in the customIdentifierHumanReadable
attribute.
To find the next number in the sequence, call GET items:next-custom-identifier.
Request
curl -v 'https://developer.api.autodesk.com/construction/submittals/v2/projects/91b5ea71-e3ea-495b-999d-57443a8af6a4/items:next-custom-identifier?specId=6468e125-0b48-484c-b871-319d1695edbe' \
-H 'Authorization: Bearer AuIPTf4KYLTYGVnOHQ0cuolwCW2a'
Response
{
"previousCustomIdentifier":"110",
"nextCustomIdentifier":"111"
}
Note the nextCustomIdentifier
.
If you want to assign any customized number to the submittal item we recommend that you validate it to check that it is unique and that is in a supported format. Call POST items:validate-custom-identifier to validate the number.
Request
curl -v 'https://developer.api.autodesk.com/construction/submittals/v2/projects/91b5ea71-e3ea-495b-999d-57443a8af6a4/items:validate-custom-identifier?specId=6468e125-0b48-484c-b871-319d1695edbe' \
-H 'Authorization: Bearer AuIPTf4KYLTYGVnOHQ0cuolwCW2a' \
-H 'Content-Type: application/json' \
-d '{
"customIdentifier":"8787e78e7"
}'
Response
204 no-content
If the provided customIdentifier
is already in use or does not meet the field requirements, an error will be returned.
Step 5: Link a Manager to the Submittal Item
A manager must be associated with the submittal item. If the submittal item creator is a manager then you do not need to assign a manager to the submittal item. See step 1 for details about checking whether the user is a manager. If the user is not a manager, you need to assign the submittal item to a manager.
To find the list of managers associated with a project, call GET mappings. This returns a list of all the users, roles, and companies that are managers in the project. userType
indicates whether it is a user, role, or company. If a user is a manager, call GET projects/users to verify the actual name of the user. If a copmany is a manager, call GET companies to verify the actual name of the company. Note that we do not currently support verifying names of roles.
Request
curl -v 'https://developer.api.autodesk.com/construction/submittals/v2/projects/91b5ea71-e3ea-495b-999d-57443a8af6a4/settings/mappings?limit=200' \
-H 'Authorization: Bearer AuIPTf4KYLTYGVnOHQ0cuolwCW2a'
Response
{
"pagination": {
"limit": 100,
"offset": 0,
"totalResults": 1
},
"results": [
{
"id": "c4feff3c-3d3c-480d-b155-2288f005cd35",
"createdBy": "MFEGJ9W5GGQL",
"createdAt": "2024-01-30T10:00:27.207533Z",
"updatedBy": "MFEGJ9W5GGQL",
"updatedAt": "2024-01-30T10:00:27.207552Z",
"oxygenId": "WBGQM228YWFQ",
"userType": "1",
"submittalsRole": "1"
}
]
}
Step 6: Create a Submittal Item
To create a Submittal item, depending on the user’s role, you need to configure the following fields:
Required fields for all user roles:
- stateId: The state in which you want to create the item. See step 1.
- specId: The ID of the spec section associated with the submittal item. See step 2.
- typeId: The ID of item type associated with the submittal item. See step 3.
- title: A title for the submittal item.
- description: A description of the submittal item (optional).
- customIdentifier (optional): A custom number for the submittal item. See step 4.
Additional fields required for users with non-manager roles (``mgr-1``):
- manager: The Autodesk ID of a manager. See step 4.
- managerType: The type of manager (user, role, or company). See step 4.
Additional fields required for users with a manager role (``sbc-1``):
- subcontractor: The Autodesk ID of user who will be assigned to the submittal item when it is created (
subcontractor
). - subcontractorType: The type of subcontractor who will be assigned to the submittal item (
user
,role
, orcompany
). - submitterDueDate: The due date for the Waiting for submission (
sbc-1
) state to end.
Note that the required fields for creating a submittal item depend on the user role. Managers need to provide subcontractor details, while non-managers need to provide details about the manager assigned to the submittal item.
In this example, assume that the user is not a manager.
Request
curl -v 'https://developer.api.autodesk.com/construction/submittals/v2/projects/91b5ea71-e3ea-495b-999d-57443a8af6a4/items' \
-H 'Authorization: Bearer AuIPTf4KYLTYGVnOHQ0cuolwCW2a' \
-H 'Content-Type: application/json' \
-d '{
"specId": "000ce2cf-4fce-4c84-b993-5068889f8ff8",
"title": "create-item1",
"description": "my item description",
"typeId": "530dbe26-6799-413c-9015-937ecfebe0e8",
"manager": "WBGQM228YWFQ",
"managerType": "1",
"stateId": "mgr-1"
}'
Response
{
"id": "09492800-4822-4854-a18a-0ec5d38b56b7",
"identifier": 1,
"typeId": "530dbe26-6799-413c-9015-937ecfebe0e8",
"specId": "000ce2cf-4fce-4c84-b993-5068889f8ff8",
"specIdentifier": "11",
"specTitle": "spec1",
"subsection": null,
"title": "create-item1",
"description": "my item description",
"priority": "Normal",
"revision": 0,
"stateId": "mgr-1",
"statusId": "2",
"ballInCourt": [
"WBGQM228YWFQ"
],
"ballInCourtUsers": [
"WBGQM228YWFQ"
],
"ballInCourtCompanies": [],
"ballInCourtRoles": [],
"ballInCourtType": "manager",
"manager": "WBGQM228YWFQ",
"managerType": "1",
"subcontractor": "MFEGJ9W5GGQL",
"subcontractorType": "1",
"watchers": [],
"dueDate": null,
"requiredOnJobDate": null,
"leadTime": null,
"requiredDate": null,
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