PUT /api/v1/workflow/{workflow_uuid}/task/{workflowTask_uuid}
Personal access token & O auth2

Path parameters

  • workflow_uuid string Required
  • workflowTask_uuid string Required
application/json

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.

  • auto_assign_assigned_administrator boolean

    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_assigned_paraplanner boolean

    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.

  • 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.
PUT /api/v1/workflow/{workflow_uuid}/task/{workflowTask_uuid} 
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":"1a0da796-822d-4323-8ac9-633a37d0c459","participants":["8d147965-66e0-41f1-9920-75811cee61ce","d931e489-22b6-4cbf-9ba1-6db46b6d2a6c"],"parent_uuid":"a984654f-8449-43b3-90b5-e781be60ffe6","trigger_uuid":"1de31c4b-fc3d-46e4-9bf3-455d83f18272","auto_assign_assigned_adviser":true,"auto_assign_assigned_administrator":true,"auto_assign_assigned_paraplanner":true,"auto_assign_clients":true,"groups":["69cbefef-b1d9-41c9-95b9-6bececb4e8af","554021b8-69dd-43b4-9f17-c359b7c0b5df"]}'
Request examples 
{
  "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": "1a0da796-822d-4323-8ac9-633a37d0c459",
  "participants": [
    "8d147965-66e0-41f1-9920-75811cee61ce",
    "d931e489-22b6-4cbf-9ba1-6db46b6d2a6c"
  ],
  "parent_uuid": "a984654f-8449-43b3-90b5-e781be60ffe6",
  "trigger_uuid": "1de31c4b-fc3d-46e4-9bf3-455d83f18272",
  "auto_assign_assigned_adviser": true,
  "auto_assign_assigned_administrator": true,
  "auto_assign_assigned_paraplanner": true,
  "auto_assign_clients": true,
  "groups": [
    "69cbefef-b1d9-41c9-95b9-6bececb4e8af",
    "554021b8-69dd-43b4-9f17-c359b7c0b5df"
  ]
}