Processes

Get list of processes

get

Responses

200

Success

application/json

401

Authentication / Authorization error

application/json

404

Not Found

application/json

500

Internal server error

application/json

get

GET /workflow HTTP/1.1
Host: 
Accept: */*

[
  {
    "owner": "Q79THCOJ5CcvWRMPeIVZiq1ezu42",
    "updatedAt": "2024-01-11T06:07:04.182Z",
    "updatedBy": "Q79THCOJ5CcvWRMPeIVZiq1ezu42",
    "checklistFields": [
      {
        "attrs": "{\"~#text\":{\"label\":\"ENTER YOUR NAME\",\"autoCheck\":false,\"settings\":\"{\\\"multiline\\\":true}\"}}",
        "config": {
          "label": "ENTER YOUR NAME",
          "settings": {
            "multiline": true
          },
          "autoCheck": false
        },
        "promptRules": {
          "roles": [],
          "users": []
        },
        "id": 73,
        "seqNo": 0,
        "deletedAt": "2024-01-11T06:07:04.182Z",
        "layout": {},
        "deletedBy": "Q79THCOJ5CcvWRMPeIVZiq1ezu42",
        "deleted": true,
        "target": false,
        "hidden": false,
        "fieldType": "text"
      }
    ],
    "privacy": "none",
    "reminder": [
      "text"
    ],
    "createdAt": "2023-10-10T05:52:28.348Z",
    "settings": {
      "allowArchive": true,
      "nextCount": 2,
      "dueIn": "2023-11-10T05:52:28.348Z",
      "senderNotParticipant": false,
      "creatorIsParticipant": true,
      "noConfirmation": false,
      "creatorIsOwner": true,
      "hideAutoNumber": false,
      "statusDisabled": false
    },
    "members": [
      "Q79THCOJ5CcvWRMPeIVZiq1ezu42"
    ],
    "id": 33,
    "files": [
      {}
    ],
    "privacySettings": {},
    "draft": false,
    "numberingScheme": "Approval Test ###",
    "creator": "Q79THCOJ5CcvWRMPeIVZiq1ezu42",
    "notificationGroups": [
      {}
    ],
    "address": "approval-test",
    "status": [
      {
        "title": "Approved",
        "id": 6,
        "active": false,
        "seqNo": 3,
        "locked": false,
        "settings": {
          "archiveMode": "ignore"
        },
        "rules": {
          "id": 213,
          "entity": "status",
          "entityId": 6,
          "field": "text",
          "blocks": [
            {}
          ],
          "defaultBehavior": {
            "state": "enabled",
            "tooltip": ""
          }
        }
      }
    ],
    "layout": {},
    "checklists": [
      {
        "description": "text",
        "checklistId": 1
      }
    ],
    "activeCount": 39,
    "title": "Approval Test",
    "deleted": false,
    "processOwners": [
      "text"
    ],
    "invocationCount": 59,
    "groups": [
      "text"
    ],
    "orgId": 1,
    "description": "New Process"
  }
]

Get process settings

get

Path parameters

idintegerRequired

ID of the workflow

Example: 13

Responses

200

Success

application/json

401

Authentication / Authorization error

application/json

404

Not Found

application/json

500

Internal server error

application/json

get

GET /workflow/{id} HTTP/1.1
Host: 
Accept: */*

{
  "owner": "Q79THCOJ5CcvWRMPeIVZiq1ezu42",
  "updatedAt": "2024-01-11T06:07:04.182Z",
  "updatedBy": "Q79THCOJ5CcvWRMPeIVZiq1ezu42",
  "checklistFields": [
    {
      "attrs": "{\"~#text\":{\"label\":\"ENTER YOUR NAME\",\"autoCheck\":false,\"settings\":\"{\\\"multiline\\\":true}\"}}",
      "config": {
        "label": "ENTER YOUR NAME",
        "settings": {
          "multiline": true
        },
        "autoCheck": false
      },
      "promptRules": {
        "roles": [],
        "users": []
      },
      "id": 73,
      "seqNo": 0,
      "deletedAt": "2024-01-11T06:07:04.182Z",
      "layout": {},
      "deletedBy": "Q79THCOJ5CcvWRMPeIVZiq1ezu42",
      "deleted": true,
      "target": false,
      "hidden": false,
      "fieldType": "text"
    }
  ],
  "privacy": "none",
  "reminder": [
    "text"
  ],
  "createdAt": "2023-10-10T05:52:28.348Z",
  "settings": {
    "allowArchive": true,
    "nextCount": 2,
    "dueIn": "2023-11-10T05:52:28.348Z",
    "senderNotParticipant": false,
    "creatorIsParticipant": true,
    "noConfirmation": false,
    "creatorIsOwner": true,
    "hideAutoNumber": false,
    "statusDisabled": false
  },
  "members": [
    "Q79THCOJ5CcvWRMPeIVZiq1ezu42"
  ],
  "id": 33,
  "files": [
    {}
  ],
  "privacySettings": {},
  "draft": false,
  "numberingScheme": "Approval Test ###",
  "creator": "Q79THCOJ5CcvWRMPeIVZiq1ezu42",
  "notificationGroups": [
    {}
  ],
  "address": "approval-test",
  "status": [
    {
      "title": "Approved",
      "id": 6,
      "active": false,
      "seqNo": 3,
      "locked": false,
      "settings": {
        "archiveMode": "ignore"
      },
      "rules": {
        "id": 213,
        "entity": "status",
        "entityId": 6,
        "field": "text",
        "blocks": [
          {}
        ],
        "defaultBehavior": {
          "state": "enabled",
          "tooltip": ""
        }
      }
    }
  ],
  "layout": {},
  "checklists": [
    {
      "description": "text",
      "checklistId": 1
    }
  ],
  "activeCount": 39,
  "title": "Approval Test",
  "deleted": false,
  "processOwners": [
    "text"
  ],
  "invocationCount": 59,
  "groups": [
    "text"
  ],
  "orgId": 1,
  "description": "New Process"
}

Create process

post

Body

titlestringRequired

Title of the Workflow template

Example: Purchase order

descriptionstringOptional

Description of the Workflow template

Example: Get the list of items for purchase

membersstring[]Optional

List of member IDs

Example: ["Q79THCOJ5CcvWRMPeIVZiq1ezu42","fcsknAS1txaGbWyYIILvu56dtir2"]

groupsstring[]Optional

List of groups

processOwnersstring[]Optional

List of process owner IDs

ownerstringOptional

Owner ID

Example: Q79THCOJ5CcvWRMPeIVZiq1ezu42

numberingSchemestringRequired

Numbering scheme for the Workflow template

Example: Purchase order ###

checklistsinteger[]Optional

List of checklist IDs

notificationGroupsstring[]Optional

List of notification groups

filesobject[]Optional

List of file names

privacystringOptional

Privacy setting

Example: full

Responses

200

Success

application/json

401

Authentication / Authorization error

application/json

404

Not Found

application/json

500

Internal server error

application/json

post

POST /workflow HTTP/1.1
Host: 
Content-Type: application/json
Accept: */*
Content-Length: 914

{
  "title": "Purchase order",
  "description": "Get the list of items for purchase",
  "members": [
    "Q79THCOJ5CcvWRMPeIVZiq1ezu42",
    "fcsknAS1txaGbWyYIILvu56dtir2"
  ],
  "groups": [],
  "processOwners": [],
  "owner": "Q79THCOJ5CcvWRMPeIVZiq1ezu42",
  "numberingScheme": "Purchase order ###",
  "checklists": [],
  "checklistFields": [
    {
      "attrs": "{\"~#text\":{\"label\":\"Name of the Company\",\"autoCheck\":false,\"settings\":\"{\\\"multiline\\\":true}\"}}",
      "layout": null,
      "deleted": false,
      "hidden": false,
      "deletedBy": null,
      "deletedAt": null
    }
  ],
  "notificationGroups": [],
  "files": [],
  "privacy": "full",
  "status": [
    {
      "id": -1,
      "active": true,
      "rules": {
        "blocks": [
          "text"
        ]
      }
    }
  ],
  "privacySettings": {
    "whitelist": [
      "Q79THCOJ5CcvWRMPeIVZiq1ezu42",
      "fcsknAS1txaGbWyYIILvu56dtir2"
    ]
  },
  "settings": {
    "allowArchive": true,
    "nextCount": 1,
    "hideAutoNumber": false,
    "statusDisabled": false,
    "creatorIsOwner": true,
    "creatorIsParticipant": true,
    "senderNotParticipant": false,
    "noConfirmation": false,
    "dueIn": 2
  }
}

{
  "owner": "Q79THCOJ5CcvWRMPeIVZiq1ezu42",
  "updatedAt": "2024-02-05T03:55:20.114928Z",
  "updatedBy": null,
  "privacy": "full",
  "reminder": [
    {
      "id": 8,
      "reminderTypeId": 1,
      "reminderType": "inactivity",
      "remindIn": 1,
      "interval": "day",
      "allowDisable": true,
      "message": "Please update the values of the Purchase"
    }
  ],
  "createdAt": "2024-02-05T03:55:20.083Z",
  "settings": {
    "allowArchive": true,
    "nextCount": null,
    "dueIn": 2,
    "senderNotParticipant": false,
    "creatorIsParticipant": true,
    "noConfirmation": false,
    "creatorIsOwner": true,
    "hideAutoNumber": false,
    "statusDisabled": false
  },
  "members": [
    "Q79THCOJ5CcvWRMPeIVZiq1ezu42",
    "fcsknAS1txaGbWyYIILvu56dtir2"
  ],
  "id": 43,
  "files": [],
  "privacySettings": {
    "whitelist": [
      "text"
    ]
  },
  "draft": false,
  "numberingScheme": "Purchase order ###",
  "creator": "Q79THCOJ5CcvWRMPeIVZiq1ezu42",
  "notificationGroups": [],
  "address": "purchase-order",
  "status": [
    {
      "title": "Pending",
      "id": -1,
      "active": true,
      "seqNo": 1,
      "locked": false,
      "settings": {},
      "rules": {}
    }
  ],
  "layout": {
    "checklistWidth": "1",
    "checklistOpenState": {
      "web": true,
      "lite": true,
      "liteMobile": false
    }
  }
}

Update a process

patch

Path parameters

idintegerRequired

ID of the workflow

Example: 11

Body

titlestringOptional

Title of the Workflow Template

Example: Workflow Template

descriptionstringOptional

Description of the Workflow Template

Example: Get the list of items for purchase

membersstring[]Optional

List of member IDs associated with the Workflow Template

Example: ["Q79THCOJ5CcvWRMPeIVZiq1ezu42","fcsknAS1txaGbWyYIILvu56dtir2"]

groupsinteger[]Optional

List of group information

processOwnersstring[]Optional

List of process owner IDs

Example: ["Q79THCOJ5CcvWRMPeIVZiq1ezu42"]

ownerstringOptional

Owner ID of the Workflow Template

Example: Q79THCOJ5CcvWRMPeIVZiq1ezu42

numberingSchemestringOptional

Numbering scheme for the Workflow Template

Example: Purchase order ###

notificationGroupsinteger[]Optional

List of notification groups

filesobject[]Optional

List of files

privacystringOptional

Privacy setting for the Workflow Template

Example: none

privacySettingsobjectOptional

Privacy settings information

Example: {"whitelist":["fcsknAS1txaGbWyYIILvu56dtir2"]}

draftbooleanOptional

Flag indicating if the Workflow Template is a draft

Example: false

Responses

200

Success

application/json

401

Authentication / Authorization error

application/json

404

Not Found

application/json

500

Internal server error

application/json

patch

PATCH /workflow/{id} HTTP/1.1
Host: 
Content-Type: application/json
Accept: */*
Content-Length: 1237

{
  "title": "Workflow Template",
  "description": "Get the list of items for purchase",
  "members": [
    "Q79THCOJ5CcvWRMPeIVZiq1ezu42",
    "fcsknAS1txaGbWyYIILvu56dtir2"
  ],
  "groups": [],
  "processOwners": [
    "Q79THCOJ5CcvWRMPeIVZiq1ezu42"
  ],
  "owner": "Q79THCOJ5CcvWRMPeIVZiq1ezu42",
  "numberingScheme": "Purchase order ###",
  "notificationGroups": [],
  "files": [],
  "privacy": "none",
  "status": {
    "title": "Completed",
    "id": -2,
    "active": false,
    "seqNo": 2,
    "locked": false,
    "settings": {},
    "rules": {
      "blocks": [
        {}
      ]
    }
  },
  "privacySettings": {
    "whitelist": [
      "fcsknAS1txaGbWyYIILvu56dtir2"
    ]
  },
  "settings": {
    "allowArchive": true,
    "nextCount": 23,
    "dueIn": 2,
    "senderNotParticipant": false,
    "creatorIsParticipant": true,
    "noConfirmation": false,
    "creatorIsOwner": true,
    "hideAutoNumber": false,
    "statusDisabled": false
  },
  "reminder": {
    "id": 8,
    "reminderTypeId": 1,
    "reminderType": "inactivity",
    "remindIn": 1,
    "interval": "day",
    "allowDisable": false,
    "message": "Please update the values of the Purchase"
  },
  "layout": {
    "checklistWidth": "1",
    "checklistOpenState": {
      "web": true,
      "lite": true,
      "liteMobile": false
    }
  },
  "draft": false,
  "checklistFields": [
    {
      "attrs": "{\"~#text\":{\"label\":\"Name of the Company\",\"autoCheck\":false,\"settings\":\"{\\\"multiline\\\":true}\"}}",
      "layout": null,
      "deleted": false,
      "hidden": false,
      "deletedBy": null,
      "deletedAt": null
    }
  ]
}

{
  "title": "Workflow Template",
  "description": "Get the list of items for purchase",
  "members": [
    "Q79THCOJ5CcvWRMPeIVZiq1ezu42",
    "fcsknAS1txaGbWyYIILvu56dtir2"
  ],
  "groups": [],
  "processOwners": [
    "Q79THCOJ5CcvWRMPeIVZiq1ezu42"
  ],
  "owner": "Q79THCOJ5CcvWRMPeIVZiq1ezu42",
  "numberingScheme": "Purchase order ###",
  "checklists": [
    35
  ],
  "notificationGroups": [],
  "files": [],
  "privacy": "none",
  "status": {
    "title": "Completed",
    "id": -2,
    "active": false,
    "seqNo": 2,
    "locked": false,
    "settings": {},
    "rules": {
      "blocks": [
        {}
      ]
    }
  },
  "privacySettings": {
    "whitelist": [
      "fcsknAS1txaGbWyYIILvu56dtir2"
    ]
  },
  "settings": {
    "allowArchive": true,
    "nextCount": 23,
    "dueIn": 2,
    "senderNotParticipant": false,
    "creatorIsParticipant": true,
    "noConfirmation": false,
    "creatorIsOwner": true,
    "hideAutoNumber": false,
    "statusDisabled": false
  },
  "reminder": {
    "id": 8,
    "reminderTypeId": 1,
    "reminderType": "inactivity",
    "remindIn": 1,
    "interval": "day",
    "allowDisable": false,
    "message": "Please update the values of the Purchase"
  },
  "layout": {
    "checklistWidth": "1",
    "checklistOpenState": {
      "web": true,
      "lite": true,
      "liteMobile": false
    }
  },
  "draft": false,
  "address": "purchase-order",
  "deleted": false,
  "checklistFields": [
    {
      "attrs": "{\"~#text\":{\"label\":\"Name of the Company\",\"autoCheck\":false,\"settings\":\"{\\\"multiline\\\":true}\"}}",
      "layout": null,
      "deleted": false,
      "hidden": false,
      "deletedBy": null,
      "deletedAt": null
    }
  ]
}

Delete a process

delete

Path parameters

idintegerRequired

ID of the workflow

Example: 11

Responses

204

No Content

401

Authentication / Authorization error

application/json

404

Not Found

application/json

500

Internal server error

application/json

delete

DELETE /workflow/{id} HTTP/1.1
Host: 
Accept: */*

No content

Restore a process

post

Path parameters

idintegerRequired

ID of the process

Example: 11

Body

restorebooleanRequired

Restore process

Example: true

Responses

200

Success

post

POST /workflow/{id} HTTP/1.1
Host: 
Content-Type: application/json
Accept: */*
Content-Length: 16

{
  "restore": true
}

200

Success

No content

Examples

The examples below will take you through creating your first process, to customizing it, and deleting it.

Creating a blank process

Let's start by creating a blank process using the Create process API.

As a bare minimum, you need to provide the titlekey.

{
    "title": "My first process"
}

Congratulations, you have created your first process!

Adding a checklist field

A process, on its own, is not very useful. Let's add a checklist field.

Checklist fields are added/updated/removed to a process through thechecklistFieldsarray. Each element in the array represents a checklist field. The checklist field configuration is present in the attrs key, which is a Transit encoded JSON string. To convert a JSON object to a Transit encoded JSON string, you can make use of various libraries which have implemented the Transit spec. When writing the string, ensure you use the json-verbosetype, instead of json. In the examples below, we may opt to write JSON objects for readability. You will need to convert them to Transit before making the API call.

Here are some code snippets demonstrating how to convert a JSON object to a Transit encoded string:

Using transit-js

// npm install @cognitect/transit-js

import transit from '@cognitect/transit-js';

// Create a Transit writer
const writer = transit.writer('json-verbose');

// Convert your JSON object
const jsonObject = {
  key: "value",
  number: 42,
  active: true
};

const transitString = writer.write(jsonObject);

Using transit

# pip install transit

import transit

# Create a Transit writer
writer = transit.writer('json-verbose')

# Convert your JSON object
json_object = {
  "key": "value",
  "number": 42,
  "active": True
}

transit_string = writer.write(json_object)

Using transit-java

// <dependency>
//    <groupId>com.cognitect</groupId>
//    <artifactId>transit-java</artifactId>
//    <version>1.0.0</version>
// </dependency>

import cognitect.transit.TransitFactory;
import cognitect.transit.Writer;

// Create a Transit writer
Writer writer = TransitFactory.writer(TransitFactory.Format.JSON_VERBOSE);

// Convert your JSON object
Map<String, Object> jsonObject = new HashMap<>();
jsonObject.put("key", "value");
jsonObject.put("number", 42);
jsonObject.put("active", true);

String transitString = writer.writeToString(jsonObject);

For example, given a checklist configuration as a JSON object such as

{
  "text": {
    "label": "My Text Field",
    "settings": {
      "multiline": true,
      "placeholder": "FooBar",
      "defaultValue": "abc"
    }
  }
}

After converting it to Transit encoded JSON string and escaping it, it should look like

"{\"~#text\":{\"label\":\"My Text Field\",\"settings\":{\"~#text\":{\"multiline\":true,\"placeholder\":\"FooBar\",\"defaultValue\":\"abc\"}}}}"

which can then be used in the payload as

{
  "checklistFields": [
    {
      "attrs": "{\"~#text\":{\"label\":\"My Text Field\",\"settings\":{\"~#text\":{\"multiline\":true,\"placeholder\":\"FooBar\",\"defaultValue\":\"abc\"}}}}"
    }
  ]
}

Text Field

Available configuration

Label
Multiline
Placeholder
Default value
Supressing notification for default value

{
  "text": {
    "label": "My Text Field",
    "settings": {
      "multiline": true,
      "placeholder": "FooBar",
      "defaultValue": "abc",
      "suppressDefaultNotification": false
    }
  }
}

Date Field

Available configuration

Label
Placeholder

{
  "date": {
    "label": "My Date Field",
    "settings": {
      "placeholder": "Click to add date"
    }
  }
}

User Field

Available configuration

Label
Default users
Supressing notification for default value
Multivalued toggle (default off)

{
  "user": {
    "label": "My User Field",
    "settings": {
      "users": [
        "GJuQurhdUOR9liGN1xGuACGM7pD2",
        "tOnGEe0vK7ZZ1B9798FISTPcdCz2"
      ],
      "suppressDefaultNotification": false,
      "multiple": true
    }
  }
}

Number Field

Available configuration

Label
Placeholder
Max value
Min value
Step (only applicable to the web UI)
Default value
Supressing notification for default value
Minimum places to display after decimal point (only applicable to the web UI)
Round off if number digits entered after decimal are more than configured (default false, only applicable to web UI)

{
  "number": {
    "label": "My Number Field",
    "settings": {
      "placeholder": "5",
      "max": 10,
      "min": 5,
      "step": 2,
      "defaultValue": 20,
      "suppressDefaultNotification": false,
      "format": {
        "decimalPlaces": 0,
        "roundOff": false
      }
    }
  }
}

Section Field

Available Configuration

Open by default (when status is set to)

{
  "section": {
    "label": "My Section",
    "settings": {
      "status": [10]
    }
  }
}

Subsection Field

{
  "section": {
    "label": "My Subsection",
    "settings": {
      "level": 1
    }
  }
}

File Field

Available Configuration

Label
Multivalued toggle
Show full preview toggle (only applicable to web UI)
Sorting by file name through name or upload date using date
Default files
Suppressing notification for default value
Restrict upload sources

{
  "file": {
    "label": "My File Field",
    "settings": {
      "multiple": true,
      "preview": true,
      "sortBy": "name",
      "defaultFile": [],
      "suppressDefaultNotification": false,
      "uploadOptions": [
        "computer",
        "unifize"
      ],
    }
  }
}

PDF Field

Available Configuration

Label
Optional file field to attach the PDF to, instead of PDF field
Customize checklist behavior through preview (don't attach to checklist, attach only latest to checklist, attach all to checklist, respectively)
Sequence of PDFs to stitch
- Generate from a template using PDFGeneratorAPI, specify a templateId
- Generate from a template using Adobe, specify name (a file, which is a template)
- Generate from a native file, specify fieldId (a file field)
Button text (by default Generate PDF)

{
  "pdf": {
    "label": "My PDF Field",
    "settings": {
      "targetField": 30,
      "preview": "none | latest | all",
      "pdf": [
        {
          "seqNo": 0,
          "templateId": "123"
        },
        {
          "seqNo": 1,
          "name": "e097504a-9b09-409c-90ed-16ebbbc1eadd"
        },
        {
          "seqNo": 2,
          "fieldId": 10
        }
      ],
      "buttonText": "abc"
    }
  }
}

Revision Field

Available Configuration

Label
Who is authorized to create a revision
- All the participants
- The owner
- Roles
- Specific users
- Groups
- Users from a field (must be a user field)
Who is authorized to mark a revision current
- All the participants (of the current revision)
- All the participants (of the revision being marked current)
- The owner (of the current revision)
- The owner (of the revision being marked current)
- Roles
- Specific users
- Groups
- Users from a field (of the current revision) (must be a user field)
- Users from a field (of the revision being marked current) (must be a user field)
- Only when a specific status is set
Fields to copy
Navigate to new revision automatically when created (Only applicable for web UI)
Mandate writing comment when creating revision
Automations
- On the new current revision
  - Add participants
  - Remove participants
  - Add participants to fields
  - Send message
  - Update privacy
  - Unarchive
- On the old current revision
  - Add participants
  - Remove participants
  - Add participants to fields
  - Send message
  - Update privacy
  - Update status
  - Auto archive

{
  "revision": {
    "label": "revision",
    "settings": {
      "version": 2,
      "authorizedToCreate": {
        "allParticipants": true,
        "owner": true,
        "roles": [
          619
        ],
        "users": [
          "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
        ],
        "groups": [
          73
        ],
        "fields": [
          340443
        ]
      },
      "authorizedToMarkCurrent": {
        "allParticipants": true,
        "owner": true,
        "roles": [
          619
        ],
        "users": [
          "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
        ],
        "groups": [
          73
        ],
        "fields": [
          340443
        ],
        "statuses": [
          -2
        ],
        "allParticipantsOfCurrent": true,
        "ownerOfCurrent": true,
        "fieldsOfCurrent": [
          340443
        ]
      },
      "copyableFields": [
        340441
      ],
      "navigateToNewRevision": true,
      "commentRequired": true,
      "automations": {
        "newCurrent": [
          {
            "active": true,
            "action": "addParticipants",
            "data": [
              "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
            ]
          },
          {
            "active": true,
            "action": "removeParticipants",
            "data": [
              "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
            ]
          },
          {
            "active": true,
            "action": "addParticipantsFromFields",
            "data": [
              340443
            ]
          },
          {
            "active": true,
            "action": "sendMessage",
            "data": "This is the current version now."
          },
          {
            "active": true,
            "action": "updatePrivacy",
            "data": {
              "mode": "content",
              "whitelistedUsers": [
                "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
              ]
            }
          },
          {
            "active": true,
            "action": "archive",
            "data": false
          }
        ],
        "oldCurrent": [
          {
            "active": true,
            "action": "addParticipants",
            "data": [
              "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
            ]
          },
          {
            "active": true,
            "action": "removeParticipants",
            "data": [
              "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
            ]
          },
          {
            "active": true,
            "action": "addParticipantsFromFields",
            "data": [
              340443
            ]
          },
          {
            "active": true,
            "action": "sendMessage",
            "data": "This is no longer the current version."
          },
          {
            "active": true,
            "action": "updatePrivacy",
            "data": {
              "mode": "full",
              "whitelistedUsers": [
                "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
              ]
            }
          },
          {
            "active": true,
            "action": "updateStatus",
            "data": -2
          },
          {
            "active": true,
            "action": "archive",
            "data": true
          }
        ]
      }
    }
  }
}

Approval Field

Available Configuration

Label
Show "Request Approval" button
Minimum required approvers
Required approvers
- Set to some to let anyone sign
- Set to adhoc to dynamically choose who can sign (Will override Minimum required approvers and Show "Request Approval" button )
Who can approve
- All participants
- The owner
- Prevent requester from approving
- Users
- Roles
- Groups
- Users in field(s) (Must be a user field)
Who can cancel
- All participants
- Approvers/signatories
- Prevent requester from approving
- Users
- Roles
- Groups
- Users in field(s) (Must be a user field)
- Can cancel when
  - Allow cancellation post approval (allowCancelOnApproval)
  - Allow cancelling of approvals in progress (canCancelPartialApproval)
Require comments
- During approval
- During rejection
- During cancellation
Contingent of previous approval(s)
- Hide/disable when inactive
- Disable previous approvals while field is approved or in progress
Lock fields
- When mode is set to new, fields will be locked during and post approval/rejection
- When mode is set to inherit, fields will continue to be locked under previous approval
Lock status
- On start / request of signature
- On approval
- On rejection
- On cancellation
Cancel all contingent approvals on rejection
Automations
- On start / request of signature
  - Update status
  - Add participants
  - Remove participants
  - Change owner
  - Send message
  - Update privacy
- On approval
  - Update status
  - Add participants
  - Remove participants
  - Change owner
  - Send message
  - Update privacy
  - Mark revision as current
- On rejection
  - Update status
  - Add participants
  - Remove participants
  - Change owner
  - Send message
  - Update privacy
- On cancellation
  - Update status
  - Add participants
  - Remove participants
  - Change owner
  - Send message
  - Update privacy

 {
  "approval": {
    "label": "approval",
    "settings": {
      "version": 2,
      "minApprovers": 1,
      "requiredApprovers": "some | adhoc",
      "showRequestApprovalButton": true,
      "approvers": {
        "allParticipants": true,
        "owner": true,
        "preventRequester": true,
        "users": [
          "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
        ],
        "roles": [
          619
        ],
        "groups": [
          73
        ],
        "fields": [
          340443
        ]
      },
      "cancellers": {
        "allParticipants": true,
        "approvers": true,
        "users": [
          "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
        ],
        "roles": [
          619
        ],
        "groups": [
          73
        ],
        "fields": [
          340443
        ]
      },
      "allowCancelOnApproval": true,
      "canCancelPartialApproval": true,
      "requireComment": true,
      "requireRejectionComment": true,
      "requireCancellationComment": true,
      "contingentApprovals": [
        340458
      ],
      "inactiveBehavior": "disable | hide",
      "canCancelContingentApprovals": true,      
      "cancelContingentApprovalsOnRejection": true,
      "lockFields": {
        "mode": "new | inherit",
        "fields": [
          340441,
          340443
        ]
      },            
      "lockStatus": {
        "onStart": true,
        "onApproval": true,
        "onCancellation": true,
        "onRejection": true
      },
      "automations": {
        "started": [
          {
            "active": true,
            "action": "updateStatus",
            "data": -2
          },
          {
            "active": true,
            "action": "addParticipants",
            "data": [
              "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
            ]
          },
          {
            "active": true,
            "action": "removeParticipants",
            "data": [
              "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
            ]
          },
          {
            "active": true,
            "action": "updateOwner",
            "data": "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
          },
          {
            "active": true,
            "action": "sendMessage",
            "data": "abc"
          },
          {
            "active": true,
            "action": "updatePrivacy",
            "data": {
              "mode": "content",
              "whitelistedUsers": [
                "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
              ]
            }
          },
          {
            "active": false,
            "action": "markRevisionAsCurrent",
            "data": null
          }
        ],
        "approved": [
          {
            "active": true,
            "action": "updateStatus",
            "data": -2
          },
          {
            "active": true,
            "action": "addParticipants",
            "data": [
              "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
            ]
          },
          {
            "active": true,
            "action": "removeParticipants",
            "data": [
              "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
            ]
          },
          {
            "active": true,
            "action": "updateOwner",
            "data": "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
          },
          {
            "active": true,
            "action": "sendMessage",
            "data": "abc"
          },
          {
            "active": true,
            "action": "updatePrivacy",
            "data": {
              "mode": "content",
              "whitelistedUsers": [
                "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
              ]
            }
          },
          {
            "active": true,
            "action": "markRevisionAsCurrent",
            "data": null
          }
        ],
        "rejected": [
          {
            "active": true,
            "action": "updateStatus",
            "data": -2
          },
          {
            "active": true,
            "action": "addParticipants",
            "data": [
              "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
            ]
          },
          {
            "active": true,
            "action": "removeParticipants",
            "data": [
              "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
            ]
          },
          {
            "active": true,
            "action": "updateOwner",
            "data": "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
          },
          {
            "active": true,
            "action": "sendMessage",
            "data": "abc"
          },
          {
            "active": true,
            "action": "updatePrivacy",
            "data": {
              "mode": "content",
              "whitelistedUsers": [
                "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
              ]
            }
          },
          {
            "active": false,
            "action": "markRevisionAsCurrent",
            "data": null
          }
        ],
        "cancelled": [
          {
            "active": true,
            "action": "updateStatus",
            "data": -2
          },
          {
            "active": true,
            "action": "addParticipants",
            "data": [
              "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
            ]
          },
          {
            "active": true,
            "action": "removeParticipants",
            "data": [
              "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
            ]
          },
          {
            "active": true,
            "action": "updateOwner",
            "data": "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
          },
          {
            "active": true,
            "action": "sendMessage",
            "data": "abc"
          },
          {
            "active": true,
            "action": "updatePrivacy",
            "data": {
              "mode": "content",
              "whitelistedUsers": [
                "jA6d4gH0oMfGd90uKCrFyjMnrvt2"
              ]
            }
          },
          {
            "active": false,
            "action": "markRevisionAsCurrent",
            "data": null
          }
        ]
      }
    }
  }
}

Conversation Field

Available Configuration

Label
Set as child or parent conversation
Multiselect toggle
Allow selecting existing conversations through select
Allow creating new conversations through create
Autofill related conversation
Specify type of conversation
Process id through workflow (Only valid if type is set to "workflow")
Configure embedded fields (Only valid if type is set to workflow)
Show field names in preview
Show status and due date
Sort conversations
Select existing conversations by criteria
Show/hide archived conversations
Suppress title hyperlink to the record

{
  "conversation": {
    "label": "My Conversation Field",
    "settings": {
      "child": true,
      "multiple": true,
      "select": true,
      "create": true,
      "autoFillRelated": true,
      "type": "group | workflow | approval | conversation | task",
      "workflow": 10,
      "fields": [50 60],
      "showFieldNames": false,
      "showMetaData": false,
      "sortBy": "added | created",
      "selectExistingBy": " | title",
      "showArchived": false,
      "disableTitleHyperlink": false
    }
  }
}

Linked Field

Available Configuration

Label
Specify process and embedded fields
Allow linking multiple records
Autofill related records
Allow archived conversations
Show compressed preview
Show status, owner and due date
Disable title hyperlink to record
Set current process as child or parent
Allow selecting existing record
Allow creating new record
Allow manual revision linking
Select existing record by criteria
- Title

{
  "link": {
    "label": "linked",
    "settings": {
      "workflow": 16388,
      "fields": [
        340441
      ],
      "multiple": true,
      "autoFillRelated": true,
      "showArchived": true,      
      "showCompressedPreview": true,
      "showMetaData": true,
      "disableTitleHyperlink": true,
      "child": false,
      "select": true,
      "create": true,      
      "type": "workflow",
      "alwaysAllowManualLinks": true,
      "selectExistingBy": "title"
    }
  }
}

Form Fields

Available Configuration

Label
Allow multiple
Specify form templates

{
  "form": {
    "label": "form",
    "settings": {
      "multiple": true,
      "selectedForms": [
        6217
      ]
    }
  }
}

Deleting a checklist field

To delete a checklist field, use the Update process API and remove the checklist field you want to delete from the checklistFields array.

Restoring a checklist field

To restore a checklist field, use a combination of the Get process and Update process APIs.

The Get process API should include the field you want in its response, even if it is deleted.

To restore it, set the values of deleted, deletedAt and deletedBy to null when using the Update process API. Make sure you do not modify the rest of the checklist field object.

PreviousApplications NextRecords

Last updated 3 months ago