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Actions

Actions: individual to-dos with an owner and due date, raised from reviews, flows, risks or by hand.

Loading a list with search, filters and paging? Use Actions — list screen: the filters go in the request body.

Base path
/itemreviews

Endpoints

28 endpoints

Method

Standard Operations

7
  • GET /itemreviews List actions (with search, filters and paging).
  • POST /itemreviews Create a new action.
  • PATCH /itemreviews/bulk Update several actions at once.
  • GET /itemreviews/{id} Open a single action.
  • PUT /itemreviews/{id} Replace a action's details in full.
  • PATCH /itemreviews/{id} Edit a action.
  • DELETE /itemreviews/{id} Delete a action.

Additional Operations

21
  • GET /itemreviews/{itemreviewId}/mark-as-done-token Create a one-click “mark as done” link for an action (used in emails).
  • POST /itemreviews/action Create an action.
  • POST /itemreviews/sort/{from} Save a new order for a list of actions.
  • PATCH /itemreviews/{itemreviewId}/file/{fileId} Update a document attached to an action.
  • DELETE /itemreviews/{itemreviewId}/file/{fileId} Remove a document from an action.
  • POST /itemreviews/{itemreviewId}/file Attach a document to an action.
  • GET /itemreviews/due List actions that are due.
  • PATCH /itemreviews/notify/all Send reminder emails for all due actions.
  • POST /itemreviews/{reviewItemId}/risk Raise a risk from a review item.
  • POST /itemreviews/{id}/notify Email the owner about an action.
  • POST /itemreviews/{id}/notifyReminder Send the owner a reminder about an action.
  • POST /itemreviews/mark-item-as-done Mark an action as done.
  • POST /itemreviews/move-action Move an action to a different record.
  • POST /itemreviews/{id}/create-action Create a follow-up action from a review item.
  • POST /itemreviews/{id}/obligation Create a flow from a review item.
  • POST /itemreviews/csv Download the actions list as a spreadsheet.
  • GET /itemreviews/timeline Show actions on a timeline by date.
  • POST /itemreviews/action-template Save an action as a reusable template.
  • DELETE /itemreviews/action-template/{id} Delete an action template.
  • GET /itemreviews/templates List action templates.
  • GET /itemreviews/open-action-by-file/{fileId} Find open actions linked to a document.