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":"cc03464a-bfcc-4f2c-aaec-f2daacc1eb4d","participants":["2a9a969c-25a0-443b-95b6-3b268f7429ea","a49237e5-861b-4479-b650-37f63d4a745c"],"parent_uuid":"110ae432-ccbc-4586-9305-80d57101ef89","trigger_uuid":"4753abeb-e023-4250-9a08-e8bdc09a9211","auto_assign_assigned_adviser":true,"auto_assign_assigned_administrator":true,"auto_assign_assigned_paraplanner":true,"auto_assign_clients":true,"groups":["dc62d311-4d63-4afa-9f8f-ac12a848f331","afe2893c-1238-4b98-96af-1e13ae41360d"]}'
{
"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": "cc03464a-bfcc-4f2c-aaec-f2daacc1eb4d",
"participants": [
"2a9a969c-25a0-443b-95b6-3b268f7429ea",
"a49237e5-861b-4479-b650-37f63d4a745c"
],
"parent_uuid": "110ae432-ccbc-4586-9305-80d57101ef89",
"trigger_uuid": "4753abeb-e023-4250-9a08-e8bdc09a9211",
"auto_assign_assigned_adviser": true,
"auto_assign_assigned_administrator": true,
"auto_assign_assigned_paraplanner": true,
"auto_assign_clients": true,
"groups": [
"dc62d311-4d63-4afa-9f8f-ac12a848f331",
"afe2893c-1238-4b98-96af-1e13ae41360d"
]
}