Track outstanding steps across workflows

GET v1/workflow-steps allows you to get all workflow steps across your institution's workflows. Adding query parameters to filter by step names and statuses offers a particularly powerful use case. For instance, you may want to get all outstanding "Research Market Pricing" tasks across all workflows so that you can work these all at once: /v1/workflow-steps?workflowStepName=Research%20Market%20Pricing&workflowStepStatus=outstanding.

Sample Response:

{
  "items": [
    {
      "id": 6595869,
      "workflowId": 157631,
      "workflowPhaseId": 1377603,
      "name": "Research Market Pricing",
      "status": "outstanding",
      "stepType": "task",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    },
    {
      "id": 24171613,
      "workflowId": 672589,
      "workflowPhaseId": 5216574,
      "name": "Research Market Pricing",
      "status": "outstanding",
      "stepType": "task",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    },
    {
      "id": 35320059,
      "workflowId": 944200,
      "workflowPhaseId": 7556168,
      "name": "Research Market Pricing",
      "status": "outstanding",
      "stepType": "task",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    },
    {
      "id": 35465514,
      "workflowId": 948104,
      "workflowPhaseId": 7587872,
      "name": "Research Market Pricing",
      "status": "outstanding",
      "stepType": "task",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    },
    {
      "id": 36293496,
      "workflowId": 968281,
      "workflowPhaseId": 7764334,
      "name": "Research Market Pricing",
      "status": "outstanding",
      "stepType": "task",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    },
    {
      "id": 38479021,
      "workflowId": 1019132,
      "workflowPhaseId": 8222773,
      "name": "Research Market Pricing",
      "status": "outstanding",
      "stepType": "task",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    },
    {
      "id": 39996465,
      "workflowId": 1053511,
      "workflowPhaseId": 8534096,
      "name": "Research Market Pricing",
      "status": "outstanding",
      "stepType": "task",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    }
  ]
}

Track next up tasks

GET /v1/workflow-next-steps allows you to see the next-up task for all workflows. If you are only interested in a particular workflow, you can pass in the workflowId to see the next up task for that specific workflow: GET /v1/workflow-next-steps?workflowIds=24171602

Sample Response:


  "items": [
    {
      "id": 6894669,
      "workflowId": 164124,
      "workflowPhaseId": 1439111,
      "name": "Review All Ticklers are Received",
      "status": "outstanding",
      "stepType": "task",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    },
    {
      "id": 7131041,
      "workflowId": 169090,
      "workflowPhaseId": 1486814,
      "name": "Review All Ticklers are Received",
      "status": "outstanding",
      "stepType": "task",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    },
    {
      "id": 7151811,
      "workflowId": 169542,
      "workflowPhaseId": 1491232,
      "name": "Review All Ticklers are Received",
      "status": "outstanding",
      "stepType": "task",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    },
    {
      "id": 14582992,
      "workflowId": 388790,
      "workflowPhaseId": 3126530,
      "name": "Review All Ticklers are Received",
      "status": "outstanding",
      "stepType": "task",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    },
    {
      "id": 29537869,
      "workflowId": 802044,
      "workflowPhaseId": 6340200,
      "name": "Review All Ticklers are Received",
      "status": "outstanding",
      "stepType": "task",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    },
    {
      "id": 29538113,
      "workflowId": 802052,
      "workflowPhaseId": 6340269,
      "name": "Review All Ticklers are Received",
      "status": "outstanding",
      "stepType": "task",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    },
    {
      "id": 6595862,
      "workflowId": 157631,
      "workflowPhaseId": 1377602,
      "name": "Verify Application",
      "status": "outstanding",
      "stepType": "list",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    },
    {
      "id": 6596327,
      "workflowId": 157641,
      "workflowPhaseId": 1377695,
      "name": "Review All Ticklers are Received",
      "status": "outstanding",
      "stepType": "task",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    },
    {
      "id": 8025877,
      "workflowId": 189157,
      "workflowPhaseId": 1671775,
      "name": "Review All Ticklers are Received",
      "status": "outstanding",
      "stepType": "task",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    },
    {
      "id": 24171602,
      "workflowId": 672589,
      "workflowPhaseId": 5216573,
      "name": "Verify Application",
      "status": "outstanding",
      "stepType": "list",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    },
    {
      "id": 29542994,
      "workflowId": 802214,
      "workflowPhaseId": 6341380,
      "name": "Review All Ticklers are Received",
      "status": "outstanding",
      "stepType": "task",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    },
    {
      "id": 29543209,
      "workflowId": 802229,
      "workflowPhaseId": 6341451,
      "name": "Review All Ticklers are Received",
      "status": "outstanding",
      "stepType": "task",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    },
    {
      "id": 35320048,
      "workflowId": 944200,
      "workflowPhaseId": 7556167,
      "name": "Verify Application",
      "status": "outstanding",
      "stepType": "list",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    },
    {
      "id": 35465521,
      "workflowId": 948104,
      "workflowPhaseId": 7587871,
      "name": "Verify Application",
      "status": "outstanding",
      "stepType": "list",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    },
    {
      "id": 18213958,
      "workflowId": 510036,
      "workflowPhaseId": 3931435,
      "name": "Review All Ticklers are Received",
      "status": "outstanding",
      "stepType": "task",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    },
    {
      "id": 36293479,
      "workflowId": 968281,
      "workflowPhaseId": 7764333,
      "name": "Verify Application",
      "status": "outstanding",
      "stepType": "list",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    },
    {
      "id": 38127508,
      "workflowId": 1010926,
      "workflowPhaseId": 8150035,
      "name": "Review All Ticklers are Received",
      "status": "outstanding",
      "stepType": "task",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    },
    {
      "id": 38479014,
      "workflowId": 1019132,
      "workflowPhaseId": 8222772,
      "name": "Verify Application",
      "status": "outstanding",
      "stepType": "list",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    },
    {
      "id": 39996419,
      "workflowId": 1053510,
      "workflowPhaseId": 8534090,
      "name": "Review All Ticklers are Received",
      "status": "outstanding",
      "stepType": "task",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    },
    {
      "id": 39996454,
      "workflowId": 1053511,
      "workflowPhaseId": 8534095,
      "name": "Verify Application",
      "status": "outstanding",
      "stepType": "list",
      "dueDate": null,
      "notes": null,
      "isDeleted": false
    }
  ]
}