Forma RFIs

• Create, update, and retrieve RFIs
• Transition RFIs between workflow statuses (e.g., draft → open → submitted)
• Create and update responses with optional attachments
• Retrieve and validate custom identifiers
• Create, update, and retrieve custom attributes
• Retrieve user permissions and workflow details
• Add and retrieve comments
• Retrieve attachments associated with an RFI

A typical RFI workflow includes the following steps:

1. Create an RFI in draft status.
2. Transition the RFI to open by assigning users.
3. Assigned users submit responses.
4. The RFI is transitioned to submitted (usually by the manager).
5. An official response is optionally added.
6. The RFI is closed.

Use the permittedActions block in the RFI and workflow responses to determine valid transitions and which users can be assigned or respond at each stage.

For details, see the RFI Transitions tutorial.

The RFIs API does not currently support:

• Batch creation or update of RFIs
• Retrieving activity logs
• Adding or inviting users to a project
• Updating advanced project settings
• Modifying user roles or permissions
• Deleting RFIs, responses, or attachments
• Deleting custom attributes
• Webhook events

• Available actions and status transitions vary based on the user’s role and current RFI state. Always refer to the permittedActions object.
• Only users with a manager workflow role can be assigned to RFIs in certain statuses.
• Transitions that require attributes (such as assignees) will fail if those fields are missing.