Body
Required
-
The name of the task.
-
Denotes if the task is visible to clients.
-
The priority of the workflow task. Possible values are: high, low and null
-
The extra description added to a task.
-
The UUID of the task status to use as the default for new tasks created in this workflow.
-
The number of days the due_at should be set when the workflow has been triggered.
-
Account UUIDs to be assigned to the task.
-
The parent task. Apply this if you want the task to be one of a tasks sub-tasks.
-
The task that will trigger this task to be created.
-
Denotes that when the workflow is run, should we assign the assigned adviser of the client as a participant of the task. Only works when a workflow is run on a client.
-
Denotes that when the workflow is run, should we assign the administrator of the client as a participant of the task. Only works when a workflow is run on a client.
-
Denotes that when the workflow is run, should we assign the assigned paraplanner of the client as a participant of the task. Only works when a workflow is run on a client.
-
Denotes that when the workflow is run, should we assign the client as a participant of the task.
-
UUIDs of groups that will be assigned when the task is created.
curl \
--request POST 'https://api.plannrcrm.com/api/v1/workflow/6ff8f7f6-1eb3-3525-be4a-3932c805afed/task' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "Content-Type: application/json" \
--data '{"name":"Mortgage Review","visible_to_clients":true,"priority":"low","description":"We need to run through a mortgage review with Gareth, as he can probably find a better deal.","task_status_uuid":"bfee8b36-44e3-4b8c-8033-12473f6b16ad","offset_due_at_by":5,"participants":["4a291fed-3cff-4c58-ab4f-def7d876be48","164e3725-4461-4a26-b20d-26e9849e2242"],"parent_uuid":"abf0df38-7b47-46df-9c22-7e1801fd9fb8","trigger_uuid":"25fac821-0b31-411a-9c6e-f391e9146b5a","auto_assign_assigned_adviser":true,"auto_assign_assigned_administrator":true,"auto_assign_assigned_paraplanner":true,"auto_assign_clients":true,"groups":["01525ba8-6a41-4579-8eb8-6056773f4a91","2a281cab-8b2a-4b48-8d79-3c009b3bc932"]}'
{
"name": "Mortgage Review",
"visible_to_clients": true,
"priority": "low",
"description": "We need to run through a mortgage review with Gareth, as he can probably find a better deal.",
"task_status_uuid": "bfee8b36-44e3-4b8c-8033-12473f6b16ad",
"offset_due_at_by": 5,
"participants": [
"4a291fed-3cff-4c58-ab4f-def7d876be48",
"164e3725-4461-4a26-b20d-26e9849e2242"
],
"parent_uuid": "abf0df38-7b47-46df-9c22-7e1801fd9fb8",
"trigger_uuid": "25fac821-0b31-411a-9c6e-f391e9146b5a",
"auto_assign_assigned_adviser": true,
"auto_assign_assigned_administrator": true,
"auto_assign_assigned_paraplanner": true,
"auto_assign_clients": true,
"groups": [
"01525ba8-6a41-4579-8eb8-6056773f4a91",
"2a281cab-8b2a-4b48-8d79-3c009b3bc932"
]
}
{
"message": "Unauthenticated."
}