Flows & actions

Showing all 23 resources

• Actions Actions: individual to-dos with an owner and due date, raised from reviews, flows, risks or by hand. /itemreviews 28 endpoints
• Action file links Links between actions and their documents. /itemreviews/files 7 endpoints
• Flows Flows: structured workflows that track obligations, deadlines and who owns them. /obligations 32 endpoints
• Flow types Flow types: the templates that define a flow's stages, statuses and screens. /obligationtype 12 endpoints
• Flow stages The stages a flow type moves through. /obligationtype-stages 7 endpoints
• Priority levels Priority options (High, Medium, Low…) used on flows and actions. /priority 7 endpoints
• Flow statuses The statuses available within a flow type. /obligationtype-status 7 endpoints
• Item types Types used to classify actions and review items. /itemTypes 7 endpoints
• Flow custom fields Extra fields added to flows by administrators. /flowscustomfield 7 endpoints
• Flow field visibility settings Which fields are shown on a flow. /showFieldsflows 7 endpoints
• Flow file links Links between flows and their documents. /flowsfiles 7 endpoints
• Review item files Documents attached to review items. /reviewitemsfiles 7 endpoints
• “My work” entries The personal “My work” list of things assigned to you. /viewmywork 7 endpoints
• Flow status checks Checks whether a flow's status needs to move on. /flowstatuscheck 2 endpoints
• Sequences Sequences: an ordered set of steps within a flow. /sequence 9 endpoints
• Steps Individual steps inside a sequence. /step 7 endpoints
• Step start conditions Rules that decide when a step may begin. /stepstartcondition 7 endpoints
• Step completion conditions Rules that decide when a step counts as done. /stepcompletioncondition 7 endpoints
• Flow-type role permissions Which user roles can see or edit each flow type. /flowTypeRole 7 endpoints
• Actions — list screen The actions list screen (newer version). /api-v2/actions 4 endpoints
• Flows by type — list screen Flows list filtered to a single flow type. /api-v2/flows-by-type 1 endpoint
• Flows — list screen The flows list screen (newer version). /api-v2/flows 2 endpoints
• Review items — list screen The review items list screen (newer version). /api-v2/review-items 1 endpoint