Inbound API Workflows - TechnicheGroup/urgent-rest GitHub Wiki

The Workflows API methods allow users to programmatically read the varying lifecycles that tasks take in the Urgent platform.

Read Workflows by Tenant

GET /workflows/{tenant}/{type}

This method gets a list of all the Workflows of the type specified by the type variable. Current supported types are reactive, scheduled and invoicing.

GET /workflows/{tenant}/{type}/{workflow}

This method allows you to get a singular Workflow if you know the name of the workflow you are requesting.

Response Objects

Parent Property Notes
Workflows[] Name The name of the workflow, unique per tenant
Workflows[] WorkflowType The type task the workflow is for. Either Reactive, Scheduled or Invoice
Workflows[] IsActive Determines if a workflow is active. Existing tasks can run on an inactive workflow.
Workflows[] IsDefault During the creation of a task if no other rules set the workflow then this one will be used.
Workflows[] Statuses[] An array of statues that a task can move through.
Statuses[] Name The name of the status.
Statuses[] StatusType All statuses fall into one of four types - New, Open, Closed or Cancelled
Statuses[] IsQuotationEnabled If TRUE then a quote can be added to a task when it is in this status
Statuses[] IsManualDateEnabled If TRUE then the StatusChangeDateTimeUtc property on the Change Status method can be populated
Statuses[] IsEligibleToInvoice If TRUE then a task can be invoiced when in this status, provided it meets other criteria.
Statuses[] Destinations[] An array of status names that tasks in this status can transition to.
Statuses[] IsTaskResolutionCauseEnabled If TRUE then the Task Resolution Cause information must be populated
Statuses[] IsTaskResolutionRemedyEnabled If TRUE then the Task Resolution Remedy information must be populated
Statuses[] UpdateAssetCondition If TRUE then the Asset Condition Survey information must be populated
Statuses[] SupplierOnSite If TRUE then the Supplier has arrived at the site when this status is selected
Statuses[] CreateTaskPermit If TRUE then triggers the Create Task Permit steps as part of the status change in Urgent
Statuses[] CloseTaskPermit If TRUE then triggers the Close Task Permit steps as part of the status change in Urgent