Update a workflow task

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":"653863f0-fd94-48b3-a002-10a457a1e851","participants":["15510367-b5e3-4174-bfce-2dd22c5fc7c3","a05fe346-5271-44ef-ab25-d2df700a60de"],"parent_uuid":"f502889e-4f98-485b-8399-97f450ae00f1","trigger_uuid":"8239c460-697e-4d40-a895-22e49723b54a","auto_assign_assigned_adviser":true,"auto_assign_assigned_administrator":true,"auto_assign_assigned_paraplanner":true,"auto_assign_clients":true,"groups":["fd5497e7-3319-40d6-a880-c6bbcd29f545","d00bb143-d805-4a09-bd5c-13a5b912a19f"]}'
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": "653863f0-fd94-48b3-a002-10a457a1e851",
  "participants": [
    "15510367-b5e3-4174-bfce-2dd22c5fc7c3",
    "a05fe346-5271-44ef-ab25-d2df700a60de"
  ],
  "parent_uuid": "f502889e-4f98-485b-8399-97f450ae00f1",
  "trigger_uuid": "8239c460-697e-4d40-a895-22e49723b54a",
  "auto_assign_assigned_adviser": true,
  "auto_assign_assigned_administrator": true,
  "auto_assign_assigned_paraplanner": true,
  "auto_assign_clients": true,
  "groups": [
    "fd5497e7-3319-40d6-a880-c6bbcd29f545",
    "d00bb143-d805-4a09-bd5c-13a5b912a19f"
  ]
}