Body
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The name of the task.
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Denotes if the task is visible to clients.
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The priority of the workflow task. Possible values are: high, low and null.
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The extra description added to a task.
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The task positioning within the sub tasks or trigger tasks.
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The number of days the due_at should be set when the workflow has been triggered.
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The UUID of the task status to use as the default for new tasks created in this workflow.
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Account UUIDs to be assigned to the task.
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The parent task. Apply this if you want the task to be one of a tasks sub-tasks.
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The task that will trigger this task to be created.
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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.
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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.
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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.
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Denotes that when the workflow is run, should we assign the client as a participant of the task.
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UUIDs of groups that will be assigned when the task is created.
curl \
--request PUT 'https://api.plannrcrm.com/api/v1/workflow/6ff8f7f6-1eb3-3525-be4a-3932c805afed/task/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "Content-Type: 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":"4b9b3dd8-036a-442b-bd54-f732fcc0eeb3","participants":["b2332882-58fa-4aa2-beea-88b9a2f12b4c","ab6d6eb9-109e-44e7-868c-7f16446af57f"],"parent_uuid":"fc3163a6-14e8-49ac-906f-c4ca7716140d","trigger_uuid":"63eecea5-0448-43a8-821e-479455a35770","auto_assign_assigned_adviser":true,"auto_assign_assigned_administrator":true,"auto_assign_assigned_paraplanner":true,"auto_assign_clients":true,"groups":["61a4370b-fb06-4116-80b5-dc06021902e7","d1086f4a-acd7-469c-b5d4-ed8a6f707759"]}'
{
"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": "4b9b3dd8-036a-442b-bd54-f732fcc0eeb3",
"participants": [
"b2332882-58fa-4aa2-beea-88b9a2f12b4c",
"ab6d6eb9-109e-44e7-868c-7f16446af57f"
],
"parent_uuid": "fc3163a6-14e8-49ac-906f-c4ca7716140d",
"trigger_uuid": "63eecea5-0448-43a8-821e-479455a35770",
"auto_assign_assigned_adviser": true,
"auto_assign_assigned_administrator": true,
"auto_assign_assigned_paraplanner": true,
"auto_assign_clients": true,
"groups": [
"61a4370b-fb06-4116-80b5-dc06021902e7",
"d1086f4a-acd7-469c-b5d4-ed8a6f707759"
]
}