Update a workflow task
Headers
-
Content-Type
string -
Accept
string
Path parameters
-
workflow_uuid
string Required -
workflowTask_uuid
integer Required
Body
-
name
string The name of the task.
-
visible_to_clients
boolean Denotes if the task is visible to clients.
-
priority
string The priority of the workflow task. Possible values are: high, low and null.
-
description
string The extra description added to a task.
-
position
integer The task positioning within the sub tasks or trigger tasks.
-
offset_due_at_by
integer The number of days the due_at should be set when the workflow has been triggered.
-
task_status_uuid
string The UUID of the task status to use as the default for new tasks created in this workflow.
-
participants
array[string] Account UUIDs to be assigned to the task.
-
parent_uuid
string The parent task. Apply this if you want the task to be one of a tasks sub-tasks.
-
trigger_uuid
string The task that will trigger this task to be created.
-
auto_assign_assigned_adviser
boolean 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.
-
auto_assign_clients
boolean Denotes that when the workflow is run, should we assign the client as a participant of the task.
-
groups
array[string] UUIDs of groups that will be assigned when the task is created.
curl \
--request PUT 'https://api.plannrcrm.com/api/v1/workflow/workflow_uuid/task/workflowTask_uuid' \
--header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
--header "Content-Type: application/json" \
--header "Accept: application/json" \
--data '{"name":"Mortgage Review","visible_to_clients":true,"priority":"high","description":"We need to run through a mortgage review with Gareth, as he can probably find a better deal.","position":4,"offset_due_at_by":5,"task_status_uuid":"e454e7ff-c2a4-4320-936a-37d303e9416a","participants":["c7a4cde9-9879-4f90-a945-5a33b52e9708","20fefbb8-9baf-4590-aed2-fada48b8adb7"],"parent_uuid":"5235a5fc-82a9-4b4e-82db-dad1ef4940ef","trigger_uuid":"cd11279e-cb53-43c8-9bfe-950b7df60969","auto_assign_assigned_adviser":true,"auto_assign_assigned_administrator":true,"auto_assign_clients":true,"groups":["d9859200-9199-4fae-8ab8-673fea886b26","c79307c2-f60c-4615-8356-761aad0dffbe"]}'
# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json
# Payload
{
"name": "Mortgage Review",
"visible_to_clients": true,
"priority": "high",
"description": "We need to run through a mortgage review with Gareth, as he can probably find a better deal.",
"position": 4,
"offset_due_at_by": 5,
"task_status_uuid": "e454e7ff-c2a4-4320-936a-37d303e9416a",
"participants": [
"c7a4cde9-9879-4f90-a945-5a33b52e9708",
"20fefbb8-9baf-4590-aed2-fada48b8adb7"
],
"parent_uuid": "5235a5fc-82a9-4b4e-82db-dad1ef4940ef",
"trigger_uuid": "cd11279e-cb53-43c8-9bfe-950b7df60969",
"auto_assign_assigned_adviser": true,
"auto_assign_assigned_administrator": true,
"auto_assign_clients": true,
"groups": [
"d9859200-9199-4fae-8ab8-673fea886b26",
"c79307c2-f60c-4615-8356-761aad0dffbe"
]
}