Track Workflow Tasks
Get a list of outstanding tasks or next-up task on specific workflows
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
}
]
}
Updated over 1 year ago