@epilot/sdk 2.20.84 → 2.20.86
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/definitions/automation-runtime.json +1 -1
- package/definitions/automation.json +294 -17
- package/definitions/integration-toolkit.json +69 -2
- package/definitions/workflow-definition.json +686 -12
- package/dist/apis/access-token.cjs +6 -6
- package/dist/apis/access-token.js +1 -1
- package/dist/apis/address-suggestions.cjs +6 -6
- package/dist/apis/address-suggestions.js +1 -1
- package/dist/apis/address.cjs +6 -6
- package/dist/apis/address.js +1 -1
- package/dist/apis/ai-agents.cjs +6 -6
- package/dist/apis/ai-agents.js +1 -1
- package/dist/apis/app.cjs +6 -6
- package/dist/apis/app.js +1 -1
- package/dist/apis/audit-logs.cjs +6 -6
- package/dist/apis/audit-logs.js +1 -1
- package/dist/apis/automation.cjs +8 -8
- package/dist/apis/automation.d.cts +2 -2
- package/dist/apis/automation.d.ts +2 -2
- package/dist/apis/automation.js +2 -2
- package/dist/apis/billing.cjs +6 -6
- package/dist/apis/billing.js +1 -1
- package/dist/apis/blueprint-manifest.cjs +6 -6
- package/dist/apis/blueprint-manifest.js +1 -1
- package/dist/apis/calendar.cjs +6 -6
- package/dist/apis/calendar.js +1 -1
- package/dist/apis/chat.cjs +6 -6
- package/dist/apis/chat.js +1 -1
- package/dist/apis/configuration-hub.cjs +6 -6
- package/dist/apis/configuration-hub.js +1 -1
- package/dist/apis/consent.cjs +6 -6
- package/dist/apis/consent.js +1 -1
- package/dist/apis/customer-portal.cjs +6 -6
- package/dist/apis/customer-portal.js +1 -1
- package/dist/apis/dashboard.cjs +6 -6
- package/dist/apis/dashboard.js +1 -1
- package/dist/apis/data-governance.cjs +6 -6
- package/dist/apis/data-governance.js +1 -1
- package/dist/apis/deduplication.cjs +6 -6
- package/dist/apis/deduplication.js +1 -1
- package/dist/apis/design.cjs +6 -6
- package/dist/apis/design.js +1 -1
- package/dist/apis/document.cjs +6 -6
- package/dist/apis/document.js +1 -1
- package/dist/apis/email-settings.cjs +6 -6
- package/dist/apis/email-settings.js +1 -1
- package/dist/apis/email-template.cjs +6 -6
- package/dist/apis/email-template.js +1 -1
- package/dist/apis/entity-mapping.cjs +6 -6
- package/dist/apis/entity-mapping.js +1 -1
- package/dist/apis/entity.cjs +6 -6
- package/dist/apis/entity.js +1 -1
- package/dist/apis/environments.cjs +6 -6
- package/dist/apis/environments.js +1 -1
- package/dist/apis/event-catalog.cjs +6 -6
- package/dist/apis/event-catalog.js +1 -1
- package/dist/apis/external-values.cjs +6 -6
- package/dist/apis/external-values.js +1 -1
- package/dist/apis/file.cjs +6 -6
- package/dist/apis/file.js +1 -1
- package/dist/apis/iban.cjs +6 -6
- package/dist/apis/iban.js +1 -1
- package/dist/apis/identity.cjs +6 -6
- package/dist/apis/identity.js +1 -1
- package/dist/apis/integration-toolkit.cjs +76 -7
- package/dist/apis/integration-toolkit.d.cts +2 -2
- package/dist/apis/integration-toolkit.d.ts +2 -2
- package/dist/apis/integration-toolkit.js +71 -2
- package/dist/apis/journey.cjs +6 -6
- package/dist/apis/journey.js +1 -1
- package/dist/apis/kanban.cjs +6 -6
- package/dist/apis/kanban.js +1 -1
- package/dist/apis/message.cjs +6 -6
- package/dist/apis/message.js +1 -1
- package/dist/apis/metering.cjs +6 -6
- package/dist/apis/metering.js +1 -1
- package/dist/apis/notes.cjs +6 -6
- package/dist/apis/notes.js +1 -1
- package/dist/apis/notification.cjs +6 -6
- package/dist/apis/notification.js +1 -1
- package/dist/apis/organization.cjs +6 -6
- package/dist/apis/organization.js +1 -1
- package/dist/apis/partner-directory.cjs +6 -6
- package/dist/apis/partner-directory.js +1 -1
- package/dist/apis/permissions.cjs +6 -6
- package/dist/apis/permissions.js +1 -1
- package/dist/apis/phone-integration.cjs +6 -6
- package/dist/apis/phone-integration.js +1 -1
- package/dist/apis/pricing-tier.cjs +6 -6
- package/dist/apis/pricing-tier.js +1 -1
- package/dist/apis/pricing.cjs +6 -6
- package/dist/apis/pricing.js +1 -1
- package/dist/apis/purpose.cjs +6 -6
- package/dist/apis/purpose.js +1 -1
- package/dist/apis/query.cjs +6 -6
- package/dist/apis/query.js +1 -1
- package/dist/apis/sandbox.cjs +6 -6
- package/dist/apis/sandbox.js +1 -1
- package/dist/apis/sharing.cjs +6 -6
- package/dist/apis/sharing.js +1 -1
- package/dist/apis/snapshot.cjs +6 -6
- package/dist/apis/snapshot.js +1 -1
- package/dist/apis/submission.cjs +6 -6
- package/dist/apis/submission.js +1 -1
- package/dist/apis/target.cjs +6 -6
- package/dist/apis/target.js +1 -1
- package/dist/apis/targeting.cjs +6 -6
- package/dist/apis/targeting.js +1 -1
- package/dist/apis/template-variables.cjs +6 -6
- package/dist/apis/template-variables.js +1 -1
- package/dist/apis/user.cjs +6 -6
- package/dist/apis/user.js +1 -1
- package/dist/apis/validation-rules.cjs +6 -6
- package/dist/apis/validation-rules.js +1 -1
- package/dist/apis/webhooks.cjs +6 -6
- package/dist/apis/webhooks.js +1 -1
- package/dist/apis/workflow-definition.cjs +6 -6
- package/dist/apis/workflow-definition.d.cts +2 -2
- package/dist/apis/workflow-definition.d.ts +2 -2
- package/dist/apis/workflow-definition.js +1 -1
- package/dist/apis/workflow.cjs +6 -6
- package/dist/apis/workflow.js +1 -1
- package/dist/automation-KNJZDJD7.cjs +7 -0
- package/dist/automation-RKVFGJTO.js +7 -0
- package/dist/{automation-runtime-KLCXZKEC.cjs → automation-runtime-7LXZ343U.cjs} +2 -2
- package/dist/{automation-runtime-Y52HM57N.js → automation-runtime-JZKABTGP.js} +1 -1
- package/dist/{automation.d-B8g3nYp-.d.cts → automation.d-cTvIBxDI.d.cts} +514 -26
- package/dist/{automation.d-B8g3nYp-.d.ts → automation.d-cTvIBxDI.d.ts} +514 -26
- package/dist/{chunk-ZPG2RR4J.js → chunk-2AWPRVIH.js} +4 -7
- package/dist/{chunk-WOUASZJW.cjs → chunk-EIT2JFPB.cjs} +1 -1
- package/dist/{chunk-QW3ROE6H.js → chunk-JKCBMHOZ.js} +1 -1
- package/dist/{chunk-T4WYY7OU.cjs → chunk-NMY7ACYO.cjs} +4 -7
- package/dist/index.cjs +10 -10
- package/dist/index.d.cts +3 -3
- package/dist/index.d.ts +3 -3
- package/dist/index.js +2 -2
- package/dist/integration-toolkit-DER5W7ID.cjs +7 -0
- package/dist/integration-toolkit-EMCDJARR.js +7 -0
- package/dist/{integration-toolkit.d-BGF0LVB7.d.cts → integration-toolkit.d-BJgyGgcU.d.cts} +45 -2
- package/dist/{integration-toolkit.d-BGF0LVB7.d.ts → integration-toolkit.d-BJgyGgcU.d.ts} +45 -2
- package/dist/workflow-definition-46NTR2N5.cjs +7 -0
- package/dist/workflow-definition-BSY2BNM2.js +7 -0
- package/dist/{workflow-definition.d-CweGhhBU.d.cts → workflow-definition.d-Be0CM3Py.d.cts} +574 -10
- package/dist/{workflow-definition.d-CweGhhBU.d.ts → workflow-definition.d-Be0CM3Py.d.ts} +574 -10
- package/docs/automation.md +267 -26
- package/docs/integration-toolkit.md +54 -8
- package/docs/workflow-definition.md +840 -138
- package/package.json +1 -1
- package/dist/automation-G2CKAQNB.cjs +0 -7
- package/dist/automation-UPTNUOYO.js +0 -7
- package/dist/erp-integration-735KQ73W.js +0 -5295
- package/dist/erp-integration-PAVHSUDM.cjs +0 -7
- package/dist/erp-integration-SBQJ6HEG.js +0 -7
- package/dist/erp-integration-W7FZDJOB.cjs +0 -5295
- package/dist/erp-integration-runtime-JGVGQ22V.js +0 -13
- package/dist/erp-integration-runtime-OZ4YSTQX.cjs +0 -13
- package/dist/integration-toolkit-3XNG4PL5.cjs +0 -7
- package/dist/integration-toolkit-VLTS5HKV.js +0 -7
- package/dist/workflow-definition-MSO4JDA3.js +0 -7
- package/dist/workflow-definition-XTWO4RMY.cjs +0 -7
- package/docs/erp-integration.md +0 -6011
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- [`Task`](#task)
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- [`ManualTask`](#manualtask)
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- [`AutomationTask`](#automationtask)
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- [`AutomationFailurePolicy`](#automationfailurepolicy)
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- [`AutomationConfig`](#automationconfig)
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- [`EmailReviewConfig`](#emailreviewconfig)
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- [`AutomationInputContext`](#automationinputcontext)
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- [`FlowContextSettings`](#flowcontextsettings)
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- [`MainContextSetting`](#maincontextsetting)
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- [`FlowDisplayRule`](#flowdisplayrule)
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- [`FlowRuleAnchor`](#flowruleanchor)
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- [`MainContextAnchor`](#maincontextanchor)
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- [`RuleAnchor`](#ruleanchor)
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- [`AutomationOutputContext`](#automationoutputcontext)
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- [`AiAgentTask`](#aiagenttask)
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- [`AgentConfig`](#agentconfig)
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- [`TriggerMode`](#triggermode)
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- [`DecisionTask`](#decisiontask)
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- [`TaskBase`](#taskbase)
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- [`Phase`](#phase)
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- [`Stage`](#stage)
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- [`VariableAssignment`](#variableassignment)
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- [`TaskType`](#tasktype)
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- [`Edge`](#edge)
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- [`DueDateConfig`](#duedateconfig)
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- [`TimeUnit`](#timeunit)
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- [`EnableRequirement`](#enablerequirement)
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- [`Subtask`](#subtask)
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- [`WorkflowDefinition`](#workflowdefinition)
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- [`Step`](#step)
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- [`Section`](#section)
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- [`ItemType`](#itemtype)
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- [`StepType`](#steptype)
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- [`StepJourney`](#stepjourney)
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- [`AiPrefillConfig`](#aiprefillconfig)
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- [`AiPrefillExtractionField`](#aiprefillextractionfield)
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- [`AiPrefillMapping`](#aiprefillmapping)
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- [`JourneyContextParameter`](#journeycontextparameter)
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- [`ECPDetails`](#ecpdetails)
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- [`PartnerDetails`](#partnerdetails)
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- [`StepDescription`](#stepdescription)
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- [`EntitySync`](#entitysync)
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- [`JourneyContextUsagesReq`](#journeycontextusagesreq)
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- [`JourneyContextUsage`](#journeycontextusage)
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- [`JourneyContextUsagesResp`](#journeycontextusagesresp)
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### `getMaxAllowedLimit`
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"description": "string",
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"portal_titles": {},
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"enabled": true,
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"version": 2,
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"additional_triggers": [],
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"phases": [],
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"closing_reasons": [],
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"singleClosingReasonSelection": true,
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"_manifest": ["string"],
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"linear": true,
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"context_settings": {},
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"limit_warnings": [],
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"keep_task_automations_in_sync": true
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}
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]
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}
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name: 'string',
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description: 'string',
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portal_titles: {
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ecp: 'string',
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installer: 'string'
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},
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trigger: {
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type: 'automation',
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automation_id: 'g92j2-sg9ug92hjt1gh-9s9gajgs-a979gg'
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}
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],
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stages: [
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{
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id: 'string',
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name: 'string',
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description: 'string',
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entry_node_id: 'string',
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cut_edge_ids: ['string'],
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color: 'string',
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portal_names: { /* ... */ },
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portal_descriptions: { /* ... */ }
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}
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],
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requirements: [ /* ... */ ],
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required: false,
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subtasks: [ /* ... */ ],
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assigned_to: ['string'],
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ecp: { /* ... */ },
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installer: { /* ... */ },
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due_date_config: { /* ... */ },
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requirements: [ /* ... */ ],
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required: false,
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subtasks: [ /* ... */ ],
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assigned_to: ['string'],
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task_type: 'MANUAL',
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automation_config: { /* ... */ },
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on_failure: 'stop',
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trigger_mode: 'manual',
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schedule: { /* ... */ },
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context_settings: {
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visibility: 'entity_views',
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main_context: {
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schema: 'string',
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relation_labels: ['string']
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displays: [
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},
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```
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600
670
|
{
|
|
601
671
|
"id": "string",
|
|
@@ -605,6 +675,8 @@ const { data } = await client.createFlowTemplate(
|
|
|
605
675
|
"due_date": "2021-04-27T12:00:00.000Z",
|
|
606
676
|
"due_date_config": {},
|
|
607
677
|
"requirements": [],
|
|
678
|
+
"required": false,
|
|
679
|
+
"subtasks": [],
|
|
608
680
|
"assigned_to": ["string"],
|
|
609
681
|
"ecp": {},
|
|
610
682
|
"installer": {},
|
|
@@ -621,6 +693,8 @@ const { data } = await client.createFlowTemplate(
|
|
|
621
693
|
"due_date": "2021-04-27T12:00:00.000Z",
|
|
622
694
|
"due_date_config": {},
|
|
623
695
|
"requirements": [],
|
|
696
|
+
"required": false,
|
|
697
|
+
"subtasks": [],
|
|
624
698
|
"assigned_to": ["string"],
|
|
625
699
|
"ecp": {},
|
|
626
700
|
"installer": {},
|
|
@@ -629,6 +703,7 @@ const { data } = await client.createFlowTemplate(
|
|
|
629
703
|
"phase_id": "string",
|
|
630
704
|
"task_type": "MANUAL",
|
|
631
705
|
"automation_config": {},
|
|
706
|
+
"on_failure": "stop",
|
|
632
707
|
"trigger_mode": "manual",
|
|
633
708
|
"schedule": {},
|
|
634
709
|
"created_automatically": false
|
|
@@ -663,6 +738,16 @@ const { data } = await client.createFlowTemplate(
|
|
|
663
738
|
"singleClosingReasonSelection": true,
|
|
664
739
|
"_manifest": ["string"],
|
|
665
740
|
"linear": true,
|
|
741
|
+
"context_settings": {
|
|
742
|
+
"visibility": "entity_views",
|
|
743
|
+
"main_context": {
|
|
744
|
+
"schema": "string",
|
|
745
|
+
"relation_labels": ["string"]
|
|
746
|
+
},
|
|
747
|
+
"displays": [
|
|
748
|
+
{}
|
|
749
|
+
]
|
|
750
|
+
},
|
|
666
751
|
"limit_warnings": [
|
|
667
752
|
{
|
|
668
753
|
"i18nKey": "string",
|
|
@@ -675,7 +760,8 @@ const { data } = await client.createFlowTemplate(
|
|
|
675
760
|
"param_name": "string",
|
|
676
761
|
"path": []
|
|
677
762
|
}
|
|
678
|
-
]
|
|
763
|
+
],
|
|
764
|
+
"keep_task_automations_in_sync": true
|
|
679
765
|
}
|
|
680
766
|
```
|
|
681
767
|
|
|
@@ -717,6 +803,7 @@ const { data } = await client.searchFlowTemplates(
|
|
|
717
803
|
"org_id": "string",
|
|
718
804
|
"name": "string",
|
|
719
805
|
"description": "string",
|
|
806
|
+
"portal_titles": {},
|
|
720
807
|
"trigger": {},
|
|
721
808
|
"enabled": true,
|
|
722
809
|
"version": 2,
|
|
@@ -728,6 +815,7 @@ const { data } = await client.searchFlowTemplates(
|
|
|
728
815
|
"available_in_ecp": true,
|
|
729
816
|
"additional_triggers": [],
|
|
730
817
|
"phases": [],
|
|
818
|
+
"stages": [],
|
|
731
819
|
"tasks": [],
|
|
732
820
|
"edges": [],
|
|
733
821
|
"closing_reasons": [],
|
|
@@ -736,7 +824,9 @@ const { data } = await client.searchFlowTemplates(
|
|
|
736
824
|
"singleClosingReasonSelection": true,
|
|
737
825
|
"_manifest": ["string"],
|
|
738
826
|
"linear": true,
|
|
739
|
-
"
|
|
827
|
+
"context_settings": {},
|
|
828
|
+
"limit_warnings": [],
|
|
829
|
+
"keep_task_automations_in_sync": true
|
|
740
830
|
}
|
|
741
831
|
]
|
|
742
832
|
}
|
|
@@ -767,6 +857,10 @@ const { data } = await client.getFlowTemplate({
|
|
|
767
857
|
"org_id": "string",
|
|
768
858
|
"name": "string",
|
|
769
859
|
"description": "string",
|
|
860
|
+
"portal_titles": {
|
|
861
|
+
"ecp": "string",
|
|
862
|
+
"installer": "string"
|
|
863
|
+
},
|
|
770
864
|
"trigger": {
|
|
771
865
|
"type": "automation",
|
|
772
866
|
"automation_id": "g92j2-sg9ug92hjt1gh-9s9gajgs-a979gg"
|
|
@@ -809,6 +903,18 @@ const { data } = await client.getFlowTemplate({
|
|
|
809
903
|
"taxonomies": ["string"]
|
|
810
904
|
}
|
|
811
905
|
],
|
|
906
|
+
"stages": [
|
|
907
|
+
{
|
|
908
|
+
"id": "string",
|
|
909
|
+
"name": "string",
|
|
910
|
+
"description": "string",
|
|
911
|
+
"entry_node_id": "string",
|
|
912
|
+
"cut_edge_ids": ["string"],
|
|
913
|
+
"color": "string",
|
|
914
|
+
"portal_names": {},
|
|
915
|
+
"portal_descriptions": {}
|
|
916
|
+
}
|
|
917
|
+
],
|
|
812
918
|
"tasks": [
|
|
813
919
|
{
|
|
814
920
|
"id": "string",
|
|
@@ -818,6 +924,8 @@ const { data } = await client.getFlowTemplate({
|
|
|
818
924
|
"due_date": "2021-04-27T12:00:00.000Z",
|
|
819
925
|
"due_date_config": {},
|
|
820
926
|
"requirements": [],
|
|
927
|
+
"required": false,
|
|
928
|
+
"subtasks": [],
|
|
821
929
|
"assigned_to": ["string"],
|
|
822
930
|
"ecp": {},
|
|
823
931
|
"installer": {},
|
|
@@ -834,6 +942,8 @@ const { data } = await client.getFlowTemplate({
|
|
|
834
942
|
"due_date": "2021-04-27T12:00:00.000Z",
|
|
835
943
|
"due_date_config": {},
|
|
836
944
|
"requirements": [],
|
|
945
|
+
"required": false,
|
|
946
|
+
"subtasks": [],
|
|
837
947
|
"assigned_to": ["string"],
|
|
838
948
|
"ecp": {},
|
|
839
949
|
"installer": {},
|
|
@@ -842,6 +952,7 @@ const { data } = await client.getFlowTemplate({
|
|
|
842
952
|
"phase_id": "string",
|
|
843
953
|
"task_type": "MANUAL",
|
|
844
954
|
"automation_config": {},
|
|
955
|
+
"on_failure": "stop",
|
|
845
956
|
"trigger_mode": "manual",
|
|
846
957
|
"schedule": {},
|
|
847
958
|
"created_automatically": false
|
|
@@ -876,6 +987,16 @@ const { data } = await client.getFlowTemplate({
|
|
|
876
987
|
"singleClosingReasonSelection": true,
|
|
877
988
|
"_manifest": ["string"],
|
|
878
989
|
"linear": true,
|
|
990
|
+
"context_settings": {
|
|
991
|
+
"visibility": "entity_views",
|
|
992
|
+
"main_context": {
|
|
993
|
+
"schema": "string",
|
|
994
|
+
"relation_labels": ["string"]
|
|
995
|
+
},
|
|
996
|
+
"displays": [
|
|
997
|
+
{}
|
|
998
|
+
]
|
|
999
|
+
},
|
|
879
1000
|
"limit_warnings": [
|
|
880
1001
|
{
|
|
881
1002
|
"i18nKey": "string",
|
|
@@ -888,7 +1009,8 @@ const { data } = await client.getFlowTemplate({
|
|
|
888
1009
|
"param_name": "string",
|
|
889
1010
|
"path": []
|
|
890
1011
|
}
|
|
891
|
-
]
|
|
1012
|
+
],
|
|
1013
|
+
"keep_task_automations_in_sync": true
|
|
892
1014
|
}
|
|
893
1015
|
```
|
|
894
1016
|
|
|
@@ -913,6 +1035,10 @@ const { data } = await client.updateFlowTemplate(
|
|
|
913
1035
|
org_id: 'string',
|
|
914
1036
|
name: 'string',
|
|
915
1037
|
description: 'string',
|
|
1038
|
+
portal_titles: {
|
|
1039
|
+
ecp: 'string',
|
|
1040
|
+
installer: 'string'
|
|
1041
|
+
},
|
|
916
1042
|
trigger: {
|
|
917
1043
|
type: 'automation',
|
|
918
1044
|
automation_id: 'g92j2-sg9ug92hjt1gh-9s9gajgs-a979gg'
|
|
@@ -956,6 +1082,18 @@ const { data } = await client.updateFlowTemplate(
|
|
|
956
1082
|
taxonomies: ['string']
|
|
957
1083
|
}
|
|
958
1084
|
],
|
|
1085
|
+
stages: [
|
|
1086
|
+
{
|
|
1087
|
+
id: 'string',
|
|
1088
|
+
name: 'string',
|
|
1089
|
+
description: 'string',
|
|
1090
|
+
entry_node_id: 'string',
|
|
1091
|
+
cut_edge_ids: ['string'],
|
|
1092
|
+
color: 'string',
|
|
1093
|
+
portal_names: { /* ... */ },
|
|
1094
|
+
portal_descriptions: { /* ... */ }
|
|
1095
|
+
}
|
|
1096
|
+
],
|
|
959
1097
|
tasks: [
|
|
960
1098
|
{
|
|
961
1099
|
id: 'string',
|
|
@@ -965,6 +1103,8 @@ const { data } = await client.updateFlowTemplate(
|
|
|
965
1103
|
due_date: '2021-04-27T12:00:00.000Z',
|
|
966
1104
|
due_date_config: { /* ... */ },
|
|
967
1105
|
requirements: [ /* ... */ ],
|
|
1106
|
+
required: false,
|
|
1107
|
+
subtasks: [ /* ... */ ],
|
|
968
1108
|
assigned_to: ['string'],
|
|
969
1109
|
ecp: { /* ... */ },
|
|
970
1110
|
installer: { /* ... */ },
|
|
@@ -981,6 +1121,8 @@ const { data } = await client.updateFlowTemplate(
|
|
|
981
1121
|
due_date: '2021-04-27T12:00:00.000Z',
|
|
982
1122
|
due_date_config: { /* ... */ },
|
|
983
1123
|
requirements: [ /* ... */ ],
|
|
1124
|
+
required: false,
|
|
1125
|
+
subtasks: [ /* ... */ ],
|
|
984
1126
|
assigned_to: ['string'],
|
|
985
1127
|
ecp: { /* ... */ },
|
|
986
1128
|
installer: { /* ... */ },
|
|
@@ -989,6 +1131,7 @@ const { data } = await client.updateFlowTemplate(
|
|
|
989
1131
|
phase_id: 'string',
|
|
990
1132
|
task_type: 'MANUAL',
|
|
991
1133
|
automation_config: { /* ... */ },
|
|
1134
|
+
on_failure: 'stop',
|
|
992
1135
|
trigger_mode: 'manual',
|
|
993
1136
|
schedule: { /* ... */ },
|
|
994
1137
|
created_automatically: false
|
|
@@ -1024,6 +1167,16 @@ const { data } = await client.updateFlowTemplate(
|
|
|
1024
1167
|
singleClosingReasonSelection: true,
|
|
1025
1168
|
_manifest: ['string'],
|
|
1026
1169
|
linear: true,
|
|
1170
|
+
context_settings: {
|
|
1171
|
+
visibility: 'entity_views',
|
|
1172
|
+
main_context: {
|
|
1173
|
+
schema: 'string',
|
|
1174
|
+
relation_labels: ['string']
|
|
1175
|
+
},
|
|
1176
|
+
displays: [
|
|
1177
|
+
{ /* ... */ }
|
|
1178
|
+
]
|
|
1179
|
+
},
|
|
1027
1180
|
limit_warnings: [
|
|
1028
1181
|
{
|
|
1029
1182
|
i18nKey: 'string',
|
|
@@ -1036,7 +1189,8 @@ const { data } = await client.updateFlowTemplate(
|
|
|
1036
1189
|
param_name: 'string',
|
|
1037
1190
|
path: [ /* ... */ ]
|
|
1038
1191
|
}
|
|
1039
|
-
]
|
|
1192
|
+
],
|
|
1193
|
+
keep_task_automations_in_sync: true
|
|
1040
1194
|
},
|
|
1041
1195
|
)
|
|
1042
1196
|
```
|
|
@@ -1050,6 +1204,10 @@ const { data } = await client.updateFlowTemplate(
|
|
|
1050
1204
|
"org_id": "string",
|
|
1051
1205
|
"name": "string",
|
|
1052
1206
|
"description": "string",
|
|
1207
|
+
"portal_titles": {
|
|
1208
|
+
"ecp": "string",
|
|
1209
|
+
"installer": "string"
|
|
1210
|
+
},
|
|
1053
1211
|
"trigger": {
|
|
1054
1212
|
"type": "automation",
|
|
1055
1213
|
"automation_id": "g92j2-sg9ug92hjt1gh-9s9gajgs-a979gg"
|
|
@@ -1092,6 +1250,18 @@ const { data } = await client.updateFlowTemplate(
|
|
|
1092
1250
|
"taxonomies": ["string"]
|
|
1093
1251
|
}
|
|
1094
1252
|
],
|
|
1253
|
+
"stages": [
|
|
1254
|
+
{
|
|
1255
|
+
"id": "string",
|
|
1256
|
+
"name": "string",
|
|
1257
|
+
"description": "string",
|
|
1258
|
+
"entry_node_id": "string",
|
|
1259
|
+
"cut_edge_ids": ["string"],
|
|
1260
|
+
"color": "string",
|
|
1261
|
+
"portal_names": {},
|
|
1262
|
+
"portal_descriptions": {}
|
|
1263
|
+
}
|
|
1264
|
+
],
|
|
1095
1265
|
"tasks": [
|
|
1096
1266
|
{
|
|
1097
1267
|
"id": "string",
|
|
@@ -1101,6 +1271,8 @@ const { data } = await client.updateFlowTemplate(
|
|
|
1101
1271
|
"due_date": "2021-04-27T12:00:00.000Z",
|
|
1102
1272
|
"due_date_config": {},
|
|
1103
1273
|
"requirements": [],
|
|
1274
|
+
"required": false,
|
|
1275
|
+
"subtasks": [],
|
|
1104
1276
|
"assigned_to": ["string"],
|
|
1105
1277
|
"ecp": {},
|
|
1106
1278
|
"installer": {},
|
|
@@ -1117,6 +1289,8 @@ const { data } = await client.updateFlowTemplate(
|
|
|
1117
1289
|
"due_date": "2021-04-27T12:00:00.000Z",
|
|
1118
1290
|
"due_date_config": {},
|
|
1119
1291
|
"requirements": [],
|
|
1292
|
+
"required": false,
|
|
1293
|
+
"subtasks": [],
|
|
1120
1294
|
"assigned_to": ["string"],
|
|
1121
1295
|
"ecp": {},
|
|
1122
1296
|
"installer": {},
|
|
@@ -1125,6 +1299,7 @@ const { data } = await client.updateFlowTemplate(
|
|
|
1125
1299
|
"phase_id": "string",
|
|
1126
1300
|
"task_type": "MANUAL",
|
|
1127
1301
|
"automation_config": {},
|
|
1302
|
+
"on_failure": "stop",
|
|
1128
1303
|
"trigger_mode": "manual",
|
|
1129
1304
|
"schedule": {},
|
|
1130
1305
|
"created_automatically": false
|
|
@@ -1159,6 +1334,16 @@ const { data } = await client.updateFlowTemplate(
|
|
|
1159
1334
|
"singleClosingReasonSelection": true,
|
|
1160
1335
|
"_manifest": ["string"],
|
|
1161
1336
|
"linear": true,
|
|
1337
|
+
"context_settings": {
|
|
1338
|
+
"visibility": "entity_views",
|
|
1339
|
+
"main_context": {
|
|
1340
|
+
"schema": "string",
|
|
1341
|
+
"relation_labels": ["string"]
|
|
1342
|
+
},
|
|
1343
|
+
"displays": [
|
|
1344
|
+
{}
|
|
1345
|
+
]
|
|
1346
|
+
},
|
|
1162
1347
|
"limit_warnings": [
|
|
1163
1348
|
{
|
|
1164
1349
|
"i18nKey": "string",
|
|
@@ -1171,7 +1356,8 @@ const { data } = await client.updateFlowTemplate(
|
|
|
1171
1356
|
"param_name": "string",
|
|
1172
1357
|
"path": []
|
|
1173
1358
|
}
|
|
1174
|
-
]
|
|
1359
|
+
],
|
|
1360
|
+
"keep_task_automations_in_sync": true
|
|
1175
1361
|
}
|
|
1176
1362
|
```
|
|
1177
1363
|
|
|
@@ -1216,6 +1402,10 @@ const { data } = await client.duplicateFlowTemplate({
|
|
|
1216
1402
|
"org_id": "string",
|
|
1217
1403
|
"name": "string",
|
|
1218
1404
|
"description": "string",
|
|
1405
|
+
"portal_titles": {
|
|
1406
|
+
"ecp": "string",
|
|
1407
|
+
"installer": "string"
|
|
1408
|
+
},
|
|
1219
1409
|
"trigger": {
|
|
1220
1410
|
"type": "automation",
|
|
1221
1411
|
"automation_id": "g92j2-sg9ug92hjt1gh-9s9gajgs-a979gg"
|
|
@@ -1258,6 +1448,18 @@ const { data } = await client.duplicateFlowTemplate({
|
|
|
1258
1448
|
"taxonomies": ["string"]
|
|
1259
1449
|
}
|
|
1260
1450
|
],
|
|
1451
|
+
"stages": [
|
|
1452
|
+
{
|
|
1453
|
+
"id": "string",
|
|
1454
|
+
"name": "string",
|
|
1455
|
+
"description": "string",
|
|
1456
|
+
"entry_node_id": "string",
|
|
1457
|
+
"cut_edge_ids": ["string"],
|
|
1458
|
+
"color": "string",
|
|
1459
|
+
"portal_names": {},
|
|
1460
|
+
"portal_descriptions": {}
|
|
1461
|
+
}
|
|
1462
|
+
],
|
|
1261
1463
|
"tasks": [
|
|
1262
1464
|
{
|
|
1263
1465
|
"id": "string",
|
|
@@ -1267,6 +1469,8 @@ const { data } = await client.duplicateFlowTemplate({
|
|
|
1267
1469
|
"due_date": "2021-04-27T12:00:00.000Z",
|
|
1268
1470
|
"due_date_config": {},
|
|
1269
1471
|
"requirements": [],
|
|
1472
|
+
"required": false,
|
|
1473
|
+
"subtasks": [],
|
|
1270
1474
|
"assigned_to": ["string"],
|
|
1271
1475
|
"ecp": {},
|
|
1272
1476
|
"installer": {},
|
|
@@ -1283,6 +1487,8 @@ const { data } = await client.duplicateFlowTemplate({
|
|
|
1283
1487
|
"due_date": "2021-04-27T12:00:00.000Z",
|
|
1284
1488
|
"due_date_config": {},
|
|
1285
1489
|
"requirements": [],
|
|
1490
|
+
"required": false,
|
|
1491
|
+
"subtasks": [],
|
|
1286
1492
|
"assigned_to": ["string"],
|
|
1287
1493
|
"ecp": {},
|
|
1288
1494
|
"installer": {},
|
|
@@ -1291,6 +1497,7 @@ const { data } = await client.duplicateFlowTemplate({
|
|
|
1291
1497
|
"phase_id": "string",
|
|
1292
1498
|
"task_type": "MANUAL",
|
|
1293
1499
|
"automation_config": {},
|
|
1500
|
+
"on_failure": "stop",
|
|
1294
1501
|
"trigger_mode": "manual",
|
|
1295
1502
|
"schedule": {},
|
|
1296
1503
|
"created_automatically": false
|
|
@@ -1325,6 +1532,16 @@ const { data } = await client.duplicateFlowTemplate({
|
|
|
1325
1532
|
"singleClosingReasonSelection": true,
|
|
1326
1533
|
"_manifest": ["string"],
|
|
1327
1534
|
"linear": true,
|
|
1535
|
+
"context_settings": {
|
|
1536
|
+
"visibility": "entity_views",
|
|
1537
|
+
"main_context": {
|
|
1538
|
+
"schema": "string",
|
|
1539
|
+
"relation_labels": ["string"]
|
|
1540
|
+
},
|
|
1541
|
+
"displays": [
|
|
1542
|
+
{}
|
|
1543
|
+
]
|
|
1544
|
+
},
|
|
1328
1545
|
"limit_warnings": [
|
|
1329
1546
|
{
|
|
1330
1547
|
"i18nKey": "string",
|
|
@@ -1337,7 +1554,8 @@ const { data } = await client.duplicateFlowTemplate({
|
|
|
1337
1554
|
"param_name": "string",
|
|
1338
1555
|
"path": []
|
|
1339
1556
|
}
|
|
1340
|
-
]
|
|
1557
|
+
],
|
|
1558
|
+
"keep_task_automations_in_sync": true
|
|
1341
1559
|
}
|
|
1342
1560
|
```
|
|
1343
1561
|
|
|
@@ -1836,6 +2054,10 @@ type FlowTemplateBase = {
|
|
|
1836
2054
|
org_id?: string
|
|
1837
2055
|
name: string
|
|
1838
2056
|
description?: string
|
|
2057
|
+
portal_titles?: {
|
|
2058
|
+
ecp?: string
|
|
2059
|
+
installer?: string
|
|
2060
|
+
}
|
|
1839
2061
|
trigger?: {
|
|
1840
2062
|
id?: string
|
|
1841
2063
|
type: "manual"
|
|
@@ -1918,19 +2140,15 @@ type FlowTemplateBase = {
|
|
|
1918
2140
|
}>
|
|
1919
2141
|
taxonomies?: string[]
|
|
1920
2142
|
}>
|
|
1921
|
-
|
|
2143
|
+
stages?: Array<{
|
|
1922
2144
|
id: string
|
|
1923
2145
|
name: string
|
|
1924
|
-
description?:
|
|
1925
|
-
|
|
1926
|
-
|
|
1927
|
-
|
|
1928
|
-
|
|
1929
|
-
|
|
1930
|
-
journeyId?: { ... }
|
|
1931
|
-
name?: { ... }
|
|
1932
|
-
complete_task_automatically?: { ... }
|
|
1933
|
-
}
|
|
2146
|
+
description?: string
|
|
2147
|
+
entry_node_id?: string
|
|
2148
|
+
cut_edge_ids?: string[]
|
|
2149
|
+
color?: string
|
|
2150
|
+
portal_names?: {
|
|
2151
|
+
ecp?: { ... }
|
|
1934
2152
|
// ...
|
|
1935
2153
|
}
|
|
1936
2154
|
```
|
|
@@ -1961,6 +2179,10 @@ type FlowTemplate = {
|
|
|
1961
2179
|
org_id?: string
|
|
1962
2180
|
name: string
|
|
1963
2181
|
description?: string
|
|
2182
|
+
portal_titles?: {
|
|
2183
|
+
ecp?: string
|
|
2184
|
+
installer?: string
|
|
2185
|
+
}
|
|
1964
2186
|
trigger?: {
|
|
1965
2187
|
id?: string
|
|
1966
2188
|
type: "manual"
|
|
@@ -2043,19 +2265,15 @@ type FlowTemplate = {
|
|
|
2043
2265
|
}>
|
|
2044
2266
|
taxonomies?: string[]
|
|
2045
2267
|
}>
|
|
2046
|
-
|
|
2268
|
+
stages?: Array<{
|
|
2047
2269
|
id: string
|
|
2048
2270
|
name: string
|
|
2049
|
-
description?:
|
|
2050
|
-
|
|
2051
|
-
|
|
2052
|
-
|
|
2053
|
-
|
|
2054
|
-
|
|
2055
|
-
journeyId?: { ... }
|
|
2056
|
-
name?: { ... }
|
|
2057
|
-
complete_task_automatically?: { ... }
|
|
2058
|
-
}
|
|
2271
|
+
description?: string
|
|
2272
|
+
entry_node_id?: string
|
|
2273
|
+
cut_edge_ids?: string[]
|
|
2274
|
+
color?: string
|
|
2275
|
+
portal_names?: {
|
|
2276
|
+
ecp?: { ... }
|
|
2059
2277
|
// ...
|
|
2060
2278
|
}
|
|
2061
2279
|
```
|
|
@@ -2156,6 +2374,10 @@ type CreateFlowTemplate = {
|
|
|
2156
2374
|
org_id?: string
|
|
2157
2375
|
name: string
|
|
2158
2376
|
description?: string
|
|
2377
|
+
portal_titles?: {
|
|
2378
|
+
ecp?: string
|
|
2379
|
+
installer?: string
|
|
2380
|
+
}
|
|
2159
2381
|
trigger?: {
|
|
2160
2382
|
id?: string
|
|
2161
2383
|
type: "manual"
|
|
@@ -2238,19 +2460,15 @@ type CreateFlowTemplate = {
|
|
|
2238
2460
|
}>
|
|
2239
2461
|
taxonomies?: string[]
|
|
2240
2462
|
}>
|
|
2241
|
-
|
|
2463
|
+
stages?: Array<{
|
|
2242
2464
|
id: string
|
|
2243
2465
|
name: string
|
|
2244
|
-
description?:
|
|
2245
|
-
|
|
2246
|
-
|
|
2247
|
-
|
|
2248
|
-
|
|
2249
|
-
|
|
2250
|
-
journeyId?: { ... }
|
|
2251
|
-
name?: { ... }
|
|
2252
|
-
complete_task_automatically?: { ... }
|
|
2253
|
-
}
|
|
2466
|
+
description?: string
|
|
2467
|
+
entry_node_id?: string
|
|
2468
|
+
cut_edge_ids?: string[]
|
|
2469
|
+
color?: string
|
|
2470
|
+
portal_names?: {
|
|
2471
|
+
ecp?: { ... }
|
|
2254
2472
|
// ...
|
|
2255
2473
|
}
|
|
2256
2474
|
```
|
|
@@ -2265,7 +2483,7 @@ type SearchFlowTemplates = {
|
|
|
2265
2483
|
enabled?: boolean
|
|
2266
2484
|
from?: number
|
|
2267
2485
|
size?: number
|
|
2268
|
-
sort_by?: "created_at" | "updated_at"
|
|
2486
|
+
sort_by?: "created_at" | "updated_at" | "name" | "enabled" | "id"
|
|
2269
2487
|
sort_order?: "asc" | "desc"
|
|
2270
2488
|
}
|
|
2271
2489
|
```
|
|
@@ -2279,6 +2497,10 @@ type FlowTemplatesList = {
|
|
|
2279
2497
|
org_id?: string
|
|
2280
2498
|
name: string
|
|
2281
2499
|
description?: string
|
|
2500
|
+
portal_titles?: {
|
|
2501
|
+
ecp?: { ... }
|
|
2502
|
+
installer?: { ... }
|
|
2503
|
+
}
|
|
2282
2504
|
trigger?: {
|
|
2283
2505
|
id?: { ... }
|
|
2284
2506
|
type: { ... }
|
|
@@ -2346,22 +2568,17 @@ type FlowTemplatesList = {
|
|
|
2346
2568
|
assigned_to?: { ... }
|
|
2347
2569
|
taxonomies?: { ... }
|
|
2348
2570
|
}>
|
|
2349
|
-
|
|
2571
|
+
stages?: Array<{
|
|
2350
2572
|
id: { ... }
|
|
2351
2573
|
name: { ... }
|
|
2352
2574
|
description?: { ... }
|
|
2353
|
-
|
|
2354
|
-
|
|
2355
|
-
|
|
2356
|
-
|
|
2357
|
-
|
|
2358
|
-
|
|
2359
|
-
|
|
2360
|
-
partner?: { ... }
|
|
2361
|
-
taxonomies?: { ... }
|
|
2362
|
-
phase_id?: { ... }
|
|
2363
|
-
task_type: { ... }
|
|
2364
|
-
} | {
|
|
2575
|
+
entry_node_id?: { ... }
|
|
2576
|
+
cut_edge_ids?: { ... }
|
|
2577
|
+
color?: { ... }
|
|
2578
|
+
portal_names?: { ... }
|
|
2579
|
+
portal_descriptions?: { ... }
|
|
2580
|
+
}>
|
|
2581
|
+
tasks: Array<{
|
|
2365
2582
|
id: { ... }
|
|
2366
2583
|
name: { ... }
|
|
2367
2584
|
description?: { ... }
|
|
@@ -2369,10 +2586,11 @@ type FlowTemplatesList = {
|
|
|
2369
2586
|
due_date?: { ... }
|
|
2370
2587
|
due_date_config?: { ... }
|
|
2371
2588
|
requirements?: { ... }
|
|
2589
|
+
required?: { ... }
|
|
2590
|
+
subtasks?: { ... }
|
|
2372
2591
|
assigned_to?: { ... }
|
|
2373
2592
|
ecp?: { ... }
|
|
2374
2593
|
installer?: { ... }
|
|
2375
|
-
partner?: { ... }
|
|
2376
2594
|
// ...
|
|
2377
2595
|
}
|
|
2378
2596
|
```
|
|
@@ -2399,7 +2617,21 @@ type Task = {
|
|
|
2399
2617
|
id?: string
|
|
2400
2618
|
journeyId?: string
|
|
2401
2619
|
name?: string
|
|
2620
|
+
portal_button_label?: string
|
|
2402
2621
|
complete_task_automatically?: boolean
|
|
2622
|
+
journey_submission_required?: boolean
|
|
2623
|
+
context_parameters?: Array<{
|
|
2624
|
+
key: { ... }
|
|
2625
|
+
value: { ... }
|
|
2626
|
+
}>
|
|
2627
|
+
ai_prefill?: {
|
|
2628
|
+
enabled?: { ... }
|
|
2629
|
+
source?: { ... }
|
|
2630
|
+
extraction_fields?: { ... }
|
|
2631
|
+
mappings?: { ... }
|
|
2632
|
+
min_confidence?: { ... }
|
|
2633
|
+
instructions?: { ... }
|
|
2634
|
+
}
|
|
2403
2635
|
}
|
|
2404
2636
|
due_date?: string
|
|
2405
2637
|
due_date_config?: {
|
|
@@ -2414,6 +2646,13 @@ type Task = {
|
|
|
2414
2646
|
phase_id?: string
|
|
2415
2647
|
when: "TASK_FINISHED" | "PHASE_FINISHED"
|
|
2416
2648
|
}>
|
|
2649
|
+
required?: boolean
|
|
2650
|
+
subtasks?: Array<{
|
|
2651
|
+
id: string
|
|
2652
|
+
name?: string
|
|
2653
|
+
party: "description" | "ecp" | "installer" | "partner"
|
|
2654
|
+
required?: boolean
|
|
2655
|
+
}>
|
|
2417
2656
|
assigned_to?: Array<string | {
|
|
2418
2657
|
variable: string
|
|
2419
2658
|
value?: string[]
|
|
@@ -2426,7 +2665,11 @@ type Task = {
|
|
|
2426
2665
|
id?: { ... }
|
|
2427
2666
|
journeyId?: { ... }
|
|
2428
2667
|
name?: { ... }
|
|
2668
|
+
portal_button_label?: { ... }
|
|
2429
2669
|
complete_task_automatically?: { ... }
|
|
2670
|
+
journey_submission_required?: { ... }
|
|
2671
|
+
context_parameters?: { ... }
|
|
2672
|
+
ai_prefill?: { ... }
|
|
2430
2673
|
}
|
|
2431
2674
|
}
|
|
2432
2675
|
installer?: {
|
|
@@ -2437,7 +2680,11 @@ type Task = {
|
|
|
2437
2680
|
id?: { ... }
|
|
2438
2681
|
journeyId?: { ... }
|
|
2439
2682
|
name?: { ... }
|
|
2683
|
+
portal_button_label?: { ... }
|
|
2440
2684
|
complete_task_automatically?: { ... }
|
|
2685
|
+
journey_submission_required?: { ... }
|
|
2686
|
+
context_parameters?: { ... }
|
|
2687
|
+
ai_prefill?: { ... }
|
|
2441
2688
|
}
|
|
2442
2689
|
}
|
|
2443
2690
|
partner?: {
|
|
@@ -2459,35 +2706,6 @@ type Task = {
|
|
|
2459
2706
|
id?: string
|
|
2460
2707
|
journeyId?: string
|
|
2461
2708
|
name?: string
|
|
2462
|
-
complete_task_automatically?: boolean
|
|
2463
|
-
}
|
|
2464
|
-
due_date?: string
|
|
2465
|
-
due_date_config?: {
|
|
2466
|
-
duration: number
|
|
2467
|
-
unit: "minutes" | "hours" | "days" | "weeks" | "months" | "years"
|
|
2468
|
-
type: "WORKFLOW_STARTED" | "TASK_FINISHED" | "PHASE_FINISHED" | "A_PRECEDING_TASK_COMPLETED" | "ALL_PRECEDING_TASKS_COMPLETED"
|
|
2469
|
-
task_id?: string
|
|
2470
|
-
phase_id?: string
|
|
2471
|
-
}
|
|
2472
|
-
requirements?: Array<{
|
|
2473
|
-
task_id?: string
|
|
2474
|
-
phase_id?: string
|
|
2475
|
-
when: "TASK_FINISHED" | "PHASE_FINISHED"
|
|
2476
|
-
}>
|
|
2477
|
-
assigned_to?: Array<string | {
|
|
2478
|
-
variable: string
|
|
2479
|
-
value?: string[]
|
|
2480
|
-
}>
|
|
2481
|
-
ecp?: {
|
|
2482
|
-
enabled?: boolean
|
|
2483
|
-
label?: string
|
|
2484
|
-
description?: string
|
|
2485
|
-
journey?: {
|
|
2486
|
-
id?: { ... }
|
|
2487
|
-
journeyId?: { ... }
|
|
2488
|
-
name?: { ... }
|
|
2489
|
-
complete_task_automatically?: { ... }
|
|
2490
|
-
}
|
|
2491
2709
|
// ...
|
|
2492
2710
|
}
|
|
2493
2711
|
```
|
|
@@ -2506,7 +2724,21 @@ type ManualTask = {
|
|
|
2506
2724
|
id?: string
|
|
2507
2725
|
journeyId?: string
|
|
2508
2726
|
name?: string
|
|
2727
|
+
portal_button_label?: string
|
|
2509
2728
|
complete_task_automatically?: boolean
|
|
2729
|
+
journey_submission_required?: boolean
|
|
2730
|
+
context_parameters?: Array<{
|
|
2731
|
+
key: { ... }
|
|
2732
|
+
value: { ... }
|
|
2733
|
+
}>
|
|
2734
|
+
ai_prefill?: {
|
|
2735
|
+
enabled?: { ... }
|
|
2736
|
+
source?: { ... }
|
|
2737
|
+
extraction_fields?: { ... }
|
|
2738
|
+
mappings?: { ... }
|
|
2739
|
+
min_confidence?: { ... }
|
|
2740
|
+
instructions?: { ... }
|
|
2741
|
+
}
|
|
2510
2742
|
}
|
|
2511
2743
|
due_date?: string
|
|
2512
2744
|
due_date_config?: {
|
|
@@ -2521,6 +2753,13 @@ type ManualTask = {
|
|
|
2521
2753
|
phase_id?: string
|
|
2522
2754
|
when: "TASK_FINISHED" | "PHASE_FINISHED"
|
|
2523
2755
|
}>
|
|
2756
|
+
required?: boolean
|
|
2757
|
+
subtasks?: Array<{
|
|
2758
|
+
id: string
|
|
2759
|
+
name?: string
|
|
2760
|
+
party: "description" | "ecp" | "installer" | "partner"
|
|
2761
|
+
required?: boolean
|
|
2762
|
+
}>
|
|
2524
2763
|
assigned_to?: Array<string | {
|
|
2525
2764
|
variable: string
|
|
2526
2765
|
value?: string[]
|
|
@@ -2533,7 +2772,11 @@ type ManualTask = {
|
|
|
2533
2772
|
id?: { ... }
|
|
2534
2773
|
journeyId?: { ... }
|
|
2535
2774
|
name?: { ... }
|
|
2775
|
+
portal_button_label?: { ... }
|
|
2536
2776
|
complete_task_automatically?: { ... }
|
|
2777
|
+
journey_submission_required?: { ... }
|
|
2778
|
+
context_parameters?: { ... }
|
|
2779
|
+
ai_prefill?: { ... }
|
|
2537
2780
|
}
|
|
2538
2781
|
}
|
|
2539
2782
|
installer?: {
|
|
@@ -2544,7 +2787,11 @@ type ManualTask = {
|
|
|
2544
2787
|
id?: { ... }
|
|
2545
2788
|
journeyId?: { ... }
|
|
2546
2789
|
name?: { ... }
|
|
2790
|
+
portal_button_label?: { ... }
|
|
2547
2791
|
complete_task_automatically?: { ... }
|
|
2792
|
+
journey_submission_required?: { ... }
|
|
2793
|
+
context_parameters?: { ... }
|
|
2794
|
+
ai_prefill?: { ... }
|
|
2548
2795
|
}
|
|
2549
2796
|
}
|
|
2550
2797
|
partner?: {
|
|
@@ -2572,7 +2819,21 @@ type AutomationTask = {
|
|
|
2572
2819
|
id?: string
|
|
2573
2820
|
journeyId?: string
|
|
2574
2821
|
name?: string
|
|
2822
|
+
portal_button_label?: string
|
|
2575
2823
|
complete_task_automatically?: boolean
|
|
2824
|
+
journey_submission_required?: boolean
|
|
2825
|
+
context_parameters?: Array<{
|
|
2826
|
+
key: { ... }
|
|
2827
|
+
value: { ... }
|
|
2828
|
+
}>
|
|
2829
|
+
ai_prefill?: {
|
|
2830
|
+
enabled?: { ... }
|
|
2831
|
+
source?: { ... }
|
|
2832
|
+
extraction_fields?: { ... }
|
|
2833
|
+
mappings?: { ... }
|
|
2834
|
+
min_confidence?: { ... }
|
|
2835
|
+
instructions?: { ... }
|
|
2836
|
+
}
|
|
2576
2837
|
}
|
|
2577
2838
|
due_date?: string
|
|
2578
2839
|
due_date_config?: {
|
|
@@ -2587,6 +2848,13 @@ type AutomationTask = {
|
|
|
2587
2848
|
phase_id?: string
|
|
2588
2849
|
when: "TASK_FINISHED" | "PHASE_FINISHED"
|
|
2589
2850
|
}>
|
|
2851
|
+
required?: boolean
|
|
2852
|
+
subtasks?: Array<{
|
|
2853
|
+
id: string
|
|
2854
|
+
name?: string
|
|
2855
|
+
party: "description" | "ecp" | "installer" | "partner"
|
|
2856
|
+
required?: boolean
|
|
2857
|
+
}>
|
|
2590
2858
|
assigned_to?: Array<string | {
|
|
2591
2859
|
variable: string
|
|
2592
2860
|
value?: string[]
|
|
@@ -2599,7 +2867,11 @@ type AutomationTask = {
|
|
|
2599
2867
|
id?: { ... }
|
|
2600
2868
|
journeyId?: { ... }
|
|
2601
2869
|
name?: { ... }
|
|
2870
|
+
portal_button_label?: { ... }
|
|
2602
2871
|
complete_task_automatically?: { ... }
|
|
2872
|
+
journey_submission_required?: { ... }
|
|
2873
|
+
context_parameters?: { ... }
|
|
2874
|
+
ai_prefill?: { ... }
|
|
2603
2875
|
}
|
|
2604
2876
|
}
|
|
2605
2877
|
installer?: {
|
|
@@ -2610,7 +2882,11 @@ type AutomationTask = {
|
|
|
2610
2882
|
id?: { ... }
|
|
2611
2883
|
journeyId?: { ... }
|
|
2612
2884
|
name?: { ... }
|
|
2885
|
+
portal_button_label?: { ... }
|
|
2613
2886
|
complete_task_automatically?: { ... }
|
|
2887
|
+
journey_submission_required?: { ... }
|
|
2888
|
+
context_parameters?: { ... }
|
|
2889
|
+
ai_prefill?: { ... }
|
|
2614
2890
|
}
|
|
2615
2891
|
}
|
|
2616
2892
|
partner?: {
|
|
@@ -2631,31 +2907,19 @@ type AutomationTask = {
|
|
|
2631
2907
|
input_context?: {
|
|
2632
2908
|
source: { ... }
|
|
2633
2909
|
task_id?: { ... }
|
|
2634
|
-
|
|
2635
|
-
|
|
2636
|
-
trigger_mode?: "manual" | "automatic"
|
|
2637
|
-
schedule?: {
|
|
2638
|
-
mode?: "immediate"
|
|
2639
|
-
} | {
|
|
2640
|
-
mode: "delayed"
|
|
2641
|
-
duration: number
|
|
2642
|
-
unit: "minutes" | "hours" | "days" | "weeks" | "months" | "years"
|
|
2643
|
-
} | {
|
|
2644
|
-
mode: "relative"
|
|
2645
|
-
direction: "before" | "after"
|
|
2646
|
-
duration: number
|
|
2647
|
-
unit: "minutes" | "hours" | "days" | "weeks" | "months" | "years"
|
|
2648
|
-
reference: {
|
|
2649
|
-
id: { ... }
|
|
2650
|
-
origin: { ... }
|
|
2651
|
-
schema?: { ... }
|
|
2652
|
-
attribute?: { ... }
|
|
2653
|
-
}
|
|
2654
|
-
}
|
|
2655
|
-
created_automatically?: boolean
|
|
2910
|
+
trigger_id?: { ... }
|
|
2911
|
+
// ...
|
|
2656
2912
|
}
|
|
2657
2913
|
```
|
|
2658
2914
|
|
|
2915
|
+
### `AutomationFailurePolicy`
|
|
2916
|
+
|
|
2917
|
+
What the flow does when this automation ends in a failed state. `stop` waits on the failed task until it is retried or skipped. `continue` proceeds to the next task. An absent value means `stop`.
|
|
2918
|
+
|
|
2919
|
+
```ts
|
|
2920
|
+
type AutomationFailurePolicy = "stop" | "continue"
|
|
2921
|
+
```
|
|
2922
|
+
|
|
2659
2923
|
### `AutomationConfig`
|
|
2660
2924
|
|
|
2661
2925
|
Configuration for automation execution to run
|
|
@@ -2671,19 +2935,153 @@ type AutomationConfig = {
|
|
|
2671
2935
|
input_context?: {
|
|
2672
2936
|
source: "trigger" | "task"
|
|
2673
2937
|
task_id?: string
|
|
2938
|
+
trigger_id?: string
|
|
2939
|
+
}
|
|
2940
|
+
output_context?: {
|
|
2941
|
+
set_as_primary?: boolean
|
|
2942
|
+
attach_to_contexts?: boolean
|
|
2674
2943
|
}
|
|
2944
|
+
eligible_closing_reason_ids?: string[]
|
|
2945
|
+
email_review?: {
|
|
2946
|
+
enabled?: boolean
|
|
2947
|
+
allow_document_selection?: boolean
|
|
2948
|
+
allow_subject_and_body_edit?: boolean
|
|
2949
|
+
}
|
|
2950
|
+
allow_execution_note?: boolean
|
|
2951
|
+
}
|
|
2952
|
+
```
|
|
2953
|
+
|
|
2954
|
+
### `EmailReviewConfig`
|
|
2955
|
+
|
|
2956
|
+
Whether the person running a semi-automated send-email step may adjust the email before it goes out, and what they may adjust. Meaningful only on a task a person triggers — the engine's own dispatch has nobody to review — so the template healer clears it from an `automatic` task. With `enabled` fals
|
|
2957
|
+
|
|
2958
|
+
```ts
|
|
2959
|
+
type EmailReviewConfig = {
|
|
2960
|
+
enabled?: boolean
|
|
2961
|
+
allow_document_selection?: boolean
|
|
2962
|
+
allow_subject_and_body_edit?: boolean
|
|
2675
2963
|
}
|
|
2676
2964
|
```
|
|
2677
2965
|
|
|
2678
2966
|
### `AutomationInputContext`
|
|
2679
2967
|
|
|
2680
|
-
Optional. Source of the entity fed into this automation task. If omitted, the
|
|
2968
|
+
Optional. Source of the entity fed into this automation task. If omitted, the entity of the trigger that started the run is used.
|
|
2681
2969
|
|
|
2682
2970
|
|
|
2683
2971
|
```ts
|
|
2684
2972
|
type AutomationInputContext = {
|
|
2685
2973
|
source: "trigger" | "task"
|
|
2686
2974
|
task_id?: string
|
|
2975
|
+
trigger_id?: string
|
|
2976
|
+
}
|
|
2977
|
+
```
|
|
2978
|
+
|
|
2979
|
+
### `FlowContextSettings`
|
|
2980
|
+
|
|
2981
|
+
Where a flow runs, and where people see it.
|
|
2982
|
+
A run is ALWAYS visible on the entities it runs on — the entity its trigger supplied and every context it picks up. That is not configurable: it is what running there means, and hiding a run from its own entity is what `visibility: background` is for.
|
|
2983
|
+
`dis
|
|
2984
|
+
|
|
2985
|
+
```ts
|
|
2986
|
+
type FlowContextSettings = {
|
|
2987
|
+
visibility?: "entity_views" | "background"
|
|
2988
|
+
main_context?: {
|
|
2989
|
+
schema: string
|
|
2990
|
+
relation_labels?: string[]
|
|
2991
|
+
}
|
|
2992
|
+
displays?: Array<{
|
|
2993
|
+
id: string
|
|
2994
|
+
entity_schema: string
|
|
2995
|
+
from?: {
|
|
2996
|
+
role: { ... }
|
|
2997
|
+
} | {
|
|
2998
|
+
role: { ... }
|
|
2999
|
+
rule_id: { ... }
|
|
3000
|
+
}
|
|
3001
|
+
relation_labels?: string[]
|
|
3002
|
+
attach_to_contexts?: boolean
|
|
3003
|
+
}>
|
|
3004
|
+
}
|
|
3005
|
+
```
|
|
3006
|
+
|
|
3007
|
+
### `MainContextSetting`
|
|
3008
|
+
|
|
3009
|
+
Which of a flow's contexts owns the run: the entity conditions, automations and entity sync resolve against by default.
|
|
3010
|
+
ABSENT means the historical behaviour — the primary trigger's entity. That default exists because it describes every flow built so far, not because the primary trigger is special:
|
|
3011
|
+
|
|
3012
|
+
```ts
|
|
3013
|
+
type MainContextSetting = {
|
|
3014
|
+
schema: string
|
|
3015
|
+
relation_labels?: string[]
|
|
3016
|
+
}
|
|
3017
|
+
```
|
|
3018
|
+
|
|
3019
|
+
### `FlowDisplayRule`
|
|
3020
|
+
|
|
3021
|
+
One additional entity kind the flow should be visible on, found by relation from the main context or from an earlier entry.
|
|
3022
|
+
An entity reached this way has no context of its own: it shows the main context's run, and acting on it acts on the main context. Nothing is copied and no second run starts.
|
|
3023
|
+
Th
|
|
3024
|
+
|
|
3025
|
+
```ts
|
|
3026
|
+
type FlowDisplayRule = {
|
|
3027
|
+
id: string
|
|
3028
|
+
entity_schema: string
|
|
3029
|
+
from?: {
|
|
3030
|
+
role: "main_context"
|
|
3031
|
+
} | {
|
|
3032
|
+
role: "rule"
|
|
3033
|
+
rule_id: string
|
|
3034
|
+
}
|
|
3035
|
+
relation_labels?: string[]
|
|
3036
|
+
attach_to_contexts?: boolean
|
|
3037
|
+
}
|
|
3038
|
+
```
|
|
3039
|
+
|
|
3040
|
+
### `FlowRuleAnchor`
|
|
3041
|
+
|
|
3042
|
+
Where an entry starts looking. Absent means `main_context`.
|
|
3043
|
+
A ROLE, not a schema: an entry anchored on `main_context` follows the primary when a task promotes another entity, where naming a schema would freeze it on the old one.
|
|
3044
|
+
|
|
3045
|
+
|
|
3046
|
+
```ts
|
|
3047
|
+
type FlowRuleAnchor = {
|
|
3048
|
+
role: "main_context"
|
|
3049
|
+
} | {
|
|
3050
|
+
role: "rule"
|
|
3051
|
+
rule_id: string
|
|
3052
|
+
}
|
|
3053
|
+
```
|
|
3054
|
+
|
|
3055
|
+
### `MainContextAnchor`
|
|
3056
|
+
|
|
3057
|
+
The run's primary context, whatever it currently is.
|
|
3058
|
+
|
|
3059
|
+
```ts
|
|
3060
|
+
type MainContextAnchor = {
|
|
3061
|
+
role: "main_context"
|
|
3062
|
+
}
|
|
3063
|
+
```
|
|
3064
|
+
|
|
3065
|
+
### `RuleAnchor`
|
|
3066
|
+
|
|
3067
|
+
An earlier entry in `displays`, by its id: this entry searches from whatever that one matched. Chaining ticket -> contact -> account this way keeps both hops DISPLAY-only; making the contact a real context first is a separate decision (`attach_to_contexts`), not a prerequisite for reaching the accou
|
|
3068
|
+
|
|
3069
|
+
```ts
|
|
3070
|
+
type RuleAnchor = {
|
|
3071
|
+
role: "rule"
|
|
3072
|
+
rule_id: string
|
|
3073
|
+
}
|
|
3074
|
+
```
|
|
3075
|
+
|
|
3076
|
+
### `AutomationOutputContext`
|
|
3077
|
+
|
|
3078
|
+
Optional. What happens to the entity produced by this automation task (the last successful entity-producing action of its automation).
|
|
3079
|
+
|
|
3080
|
+
|
|
3081
|
+
```ts
|
|
3082
|
+
type AutomationOutputContext = {
|
|
3083
|
+
set_as_primary?: boolean
|
|
3084
|
+
attach_to_contexts?: boolean
|
|
2687
3085
|
}
|
|
2688
3086
|
```
|
|
2689
3087
|
|
|
@@ -2701,7 +3099,21 @@ type AiAgentTask = {
|
|
|
2701
3099
|
id?: string
|
|
2702
3100
|
journeyId?: string
|
|
2703
3101
|
name?: string
|
|
3102
|
+
portal_button_label?: string
|
|
2704
3103
|
complete_task_automatically?: boolean
|
|
3104
|
+
journey_submission_required?: boolean
|
|
3105
|
+
context_parameters?: Array<{
|
|
3106
|
+
key: { ... }
|
|
3107
|
+
value: { ... }
|
|
3108
|
+
}>
|
|
3109
|
+
ai_prefill?: {
|
|
3110
|
+
enabled?: { ... }
|
|
3111
|
+
source?: { ... }
|
|
3112
|
+
extraction_fields?: { ... }
|
|
3113
|
+
mappings?: { ... }
|
|
3114
|
+
min_confidence?: { ... }
|
|
3115
|
+
instructions?: { ... }
|
|
3116
|
+
}
|
|
2705
3117
|
}
|
|
2706
3118
|
due_date?: string
|
|
2707
3119
|
due_date_config?: {
|
|
@@ -2716,6 +3128,13 @@ type AiAgentTask = {
|
|
|
2716
3128
|
phase_id?: string
|
|
2717
3129
|
when: "TASK_FINISHED" | "PHASE_FINISHED"
|
|
2718
3130
|
}>
|
|
3131
|
+
required?: boolean
|
|
3132
|
+
subtasks?: Array<{
|
|
3133
|
+
id: string
|
|
3134
|
+
name?: string
|
|
3135
|
+
party: "description" | "ecp" | "installer" | "partner"
|
|
3136
|
+
required?: boolean
|
|
3137
|
+
}>
|
|
2719
3138
|
assigned_to?: Array<string | {
|
|
2720
3139
|
variable: string
|
|
2721
3140
|
value?: string[]
|
|
@@ -2728,7 +3147,11 @@ type AiAgentTask = {
|
|
|
2728
3147
|
id?: { ... }
|
|
2729
3148
|
journeyId?: { ... }
|
|
2730
3149
|
name?: { ... }
|
|
3150
|
+
portal_button_label?: { ... }
|
|
2731
3151
|
complete_task_automatically?: { ... }
|
|
3152
|
+
journey_submission_required?: { ... }
|
|
3153
|
+
context_parameters?: { ... }
|
|
3154
|
+
ai_prefill?: { ... }
|
|
2732
3155
|
}
|
|
2733
3156
|
}
|
|
2734
3157
|
installer?: {
|
|
@@ -2739,7 +3162,11 @@ type AiAgentTask = {
|
|
|
2739
3162
|
id?: { ... }
|
|
2740
3163
|
journeyId?: { ... }
|
|
2741
3164
|
name?: { ... }
|
|
3165
|
+
portal_button_label?: { ... }
|
|
2742
3166
|
complete_task_automatically?: { ... }
|
|
3167
|
+
journey_submission_required?: { ... }
|
|
3168
|
+
context_parameters?: { ... }
|
|
3169
|
+
ai_prefill?: { ... }
|
|
2743
3170
|
}
|
|
2744
3171
|
}
|
|
2745
3172
|
partner?: {
|
|
@@ -2753,6 +3180,7 @@ type AiAgentTask = {
|
|
|
2753
3180
|
agent_config?: {
|
|
2754
3181
|
agent_id: string
|
|
2755
3182
|
}
|
|
3183
|
+
trigger_mode?: "manual" | "automatic"
|
|
2756
3184
|
}
|
|
2757
3185
|
```
|
|
2758
3186
|
|
|
@@ -2844,7 +3272,21 @@ type DecisionTask = {
|
|
|
2844
3272
|
id?: string
|
|
2845
3273
|
journeyId?: string
|
|
2846
3274
|
name?: string
|
|
3275
|
+
portal_button_label?: string
|
|
2847
3276
|
complete_task_automatically?: boolean
|
|
3277
|
+
journey_submission_required?: boolean
|
|
3278
|
+
context_parameters?: Array<{
|
|
3279
|
+
key: { ... }
|
|
3280
|
+
value: { ... }
|
|
3281
|
+
}>
|
|
3282
|
+
ai_prefill?: {
|
|
3283
|
+
enabled?: { ... }
|
|
3284
|
+
source?: { ... }
|
|
3285
|
+
extraction_fields?: { ... }
|
|
3286
|
+
mappings?: { ... }
|
|
3287
|
+
min_confidence?: { ... }
|
|
3288
|
+
instructions?: { ... }
|
|
3289
|
+
}
|
|
2848
3290
|
}
|
|
2849
3291
|
due_date?: string
|
|
2850
3292
|
due_date_config?: {
|
|
@@ -2859,6 +3301,13 @@ type DecisionTask = {
|
|
|
2859
3301
|
phase_id?: string
|
|
2860
3302
|
when: "TASK_FINISHED" | "PHASE_FINISHED"
|
|
2861
3303
|
}>
|
|
3304
|
+
required?: boolean
|
|
3305
|
+
subtasks?: Array<{
|
|
3306
|
+
id: string
|
|
3307
|
+
name?: string
|
|
3308
|
+
party: "description" | "ecp" | "installer" | "partner"
|
|
3309
|
+
required?: boolean
|
|
3310
|
+
}>
|
|
2862
3311
|
assigned_to?: Array<string | {
|
|
2863
3312
|
variable: string
|
|
2864
3313
|
value?: string[]
|
|
@@ -2871,7 +3320,11 @@ type DecisionTask = {
|
|
|
2871
3320
|
id?: { ... }
|
|
2872
3321
|
journeyId?: { ... }
|
|
2873
3322
|
name?: { ... }
|
|
3323
|
+
portal_button_label?: { ... }
|
|
2874
3324
|
complete_task_automatically?: { ... }
|
|
3325
|
+
journey_submission_required?: { ... }
|
|
3326
|
+
context_parameters?: { ... }
|
|
3327
|
+
ai_prefill?: { ... }
|
|
2875
3328
|
}
|
|
2876
3329
|
}
|
|
2877
3330
|
installer?: {
|
|
@@ -2882,7 +3335,11 @@ type DecisionTask = {
|
|
|
2882
3335
|
id?: { ... }
|
|
2883
3336
|
journeyId?: { ... }
|
|
2884
3337
|
name?: { ... }
|
|
3338
|
+
portal_button_label?: { ... }
|
|
2885
3339
|
complete_task_automatically?: { ... }
|
|
3340
|
+
journey_submission_required?: { ... }
|
|
3341
|
+
context_parameters?: { ... }
|
|
3342
|
+
ai_prefill?: { ... }
|
|
2886
3343
|
}
|
|
2887
3344
|
}
|
|
2888
3345
|
partner?: {
|
|
@@ -2904,30 +3361,7 @@ type DecisionTask = {
|
|
|
2904
3361
|
operator: { ... }
|
|
2905
3362
|
values: { ... }
|
|
2906
3363
|
value_type?: { ... }
|
|
2907
|
-
|
|
2908
|
-
}>
|
|
2909
|
-
allow_parallel_execution?: boolean
|
|
2910
|
-
schedule?: {
|
|
2911
|
-
mode: "delayed"
|
|
2912
|
-
duration: number
|
|
2913
|
-
unit: "minutes" | "hours" | "days" | "weeks" | "months" | "years"
|
|
2914
|
-
} | {
|
|
2915
|
-
mode: "relative"
|
|
2916
|
-
direction: "before" | "after"
|
|
2917
|
-
duration: number
|
|
2918
|
-
unit: "minutes" | "hours" | "days" | "weeks" | "months" | "years"
|
|
2919
|
-
reference: {
|
|
2920
|
-
id: { ... }
|
|
2921
|
-
origin: { ... }
|
|
2922
|
-
schema?: { ... }
|
|
2923
|
-
attribute?: { ... }
|
|
2924
|
-
}
|
|
2925
|
-
}
|
|
2926
|
-
loop_config?: {
|
|
2927
|
-
loop_branch_id: string
|
|
2928
|
-
exit_branch_id: string
|
|
2929
|
-
max_iterations: number
|
|
2930
|
-
}
|
|
3364
|
+
// ...
|
|
2931
3365
|
}
|
|
2932
3366
|
```
|
|
2933
3367
|
|
|
@@ -2945,7 +3379,21 @@ type TaskBase = {
|
|
|
2945
3379
|
id?: string
|
|
2946
3380
|
journeyId?: string
|
|
2947
3381
|
name?: string
|
|
3382
|
+
portal_button_label?: string
|
|
2948
3383
|
complete_task_automatically?: boolean
|
|
3384
|
+
journey_submission_required?: boolean
|
|
3385
|
+
context_parameters?: Array<{
|
|
3386
|
+
key: { ... }
|
|
3387
|
+
value: { ... }
|
|
3388
|
+
}>
|
|
3389
|
+
ai_prefill?: {
|
|
3390
|
+
enabled?: { ... }
|
|
3391
|
+
source?: { ... }
|
|
3392
|
+
extraction_fields?: { ... }
|
|
3393
|
+
mappings?: { ... }
|
|
3394
|
+
min_confidence?: { ... }
|
|
3395
|
+
instructions?: { ... }
|
|
3396
|
+
}
|
|
2949
3397
|
}
|
|
2950
3398
|
due_date?: string
|
|
2951
3399
|
due_date_config?: {
|
|
@@ -2960,6 +3408,13 @@ type TaskBase = {
|
|
|
2960
3408
|
phase_id?: string
|
|
2961
3409
|
when: "TASK_FINISHED" | "PHASE_FINISHED"
|
|
2962
3410
|
}>
|
|
3411
|
+
required?: boolean
|
|
3412
|
+
subtasks?: Array<{
|
|
3413
|
+
id: string
|
|
3414
|
+
name?: string
|
|
3415
|
+
party: "description" | "ecp" | "installer" | "partner"
|
|
3416
|
+
required?: boolean
|
|
3417
|
+
}>
|
|
2963
3418
|
assigned_to?: Array<string | {
|
|
2964
3419
|
variable: string
|
|
2965
3420
|
value?: string[]
|
|
@@ -2972,7 +3427,11 @@ type TaskBase = {
|
|
|
2972
3427
|
id?: { ... }
|
|
2973
3428
|
journeyId?: { ... }
|
|
2974
3429
|
name?: { ... }
|
|
3430
|
+
portal_button_label?: { ... }
|
|
2975
3431
|
complete_task_automatically?: { ... }
|
|
3432
|
+
journey_submission_required?: { ... }
|
|
3433
|
+
context_parameters?: { ... }
|
|
3434
|
+
ai_prefill?: { ... }
|
|
2976
3435
|
}
|
|
2977
3436
|
}
|
|
2978
3437
|
installer?: {
|
|
@@ -2983,7 +3442,11 @@ type TaskBase = {
|
|
|
2983
3442
|
id?: { ... }
|
|
2984
3443
|
journeyId?: { ... }
|
|
2985
3444
|
name?: { ... }
|
|
3445
|
+
portal_button_label?: { ... }
|
|
2986
3446
|
complete_task_automatically?: { ... }
|
|
3447
|
+
journey_submission_required?: { ... }
|
|
3448
|
+
context_parameters?: { ... }
|
|
3449
|
+
ai_prefill?: { ... }
|
|
2987
3450
|
}
|
|
2988
3451
|
}
|
|
2989
3452
|
partner?: {
|
|
@@ -3019,6 +3482,29 @@ type Phase = {
|
|
|
3019
3482
|
}
|
|
3020
3483
|
```
|
|
3021
3484
|
|
|
3485
|
+
### `Stage`
|
|
3486
|
+
|
|
3487
|
+
A customer-facing progress segment layered on top of the flow graph. Unlike phases (internal task grouping), stages exist to communicate progress to outside users (e.g. end customers) with a title and description. Stages form a strict total order; the array order is the boundary order and must match
|
|
3488
|
+
|
|
3489
|
+
```ts
|
|
3490
|
+
type Stage = {
|
|
3491
|
+
id: string
|
|
3492
|
+
name: string
|
|
3493
|
+
description?: string
|
|
3494
|
+
entry_node_id?: string
|
|
3495
|
+
cut_edge_ids?: string[]
|
|
3496
|
+
color?: string
|
|
3497
|
+
portal_names?: {
|
|
3498
|
+
ecp?: string
|
|
3499
|
+
installer?: string
|
|
3500
|
+
}
|
|
3501
|
+
portal_descriptions?: {
|
|
3502
|
+
ecp?: string
|
|
3503
|
+
installer?: string
|
|
3504
|
+
}
|
|
3505
|
+
}
|
|
3506
|
+
```
|
|
3507
|
+
|
|
3022
3508
|
### `VariableAssignment`
|
|
3023
3509
|
|
|
3024
3510
|
Represents a variable assignment with its expression and optional resolved value. Used for dynamic user assignments that get resolved during workflow execution.
|
|
@@ -3086,7 +3572,7 @@ type Statement = {
|
|
|
3086
3572
|
source: {
|
|
3087
3573
|
id?: string
|
|
3088
3574
|
origin?: "trigger" | "action"
|
|
3089
|
-
origin_type?: "entity" | "workflow" | "journey_block"
|
|
3575
|
+
origin_type?: "entity" | "workflow" | "journey_block" | "trigger_source" | "main_context"
|
|
3090
3576
|
schema?: string
|
|
3091
3577
|
attribute?: string
|
|
3092
3578
|
attribute_type?: "string" | "text" | "number" | "boolean" | "date" | "datetime" | "tags" | "country" | "email" | "phone" | "product" | "price" | "status" | "relation" | "multiselect" | "select" | "radio" | "relation_user" | "purpose" | "label" | "message_email_address"
|
|
@@ -3112,7 +3598,7 @@ type Statement = {
|
|
|
3112
3598
|
type EvaluationSource = {
|
|
3113
3599
|
id?: string
|
|
3114
3600
|
origin?: "trigger" | "action"
|
|
3115
|
-
origin_type?: "entity" | "workflow" | "journey_block"
|
|
3601
|
+
origin_type?: "entity" | "workflow" | "journey_block" | "trigger_source" | "main_context"
|
|
3116
3602
|
schema?: string
|
|
3117
3603
|
attribute?: string
|
|
3118
3604
|
attribute_type?: "string" | "text" | "number" | "boolean" | "date" | "datetime" | "tags" | "country" | "email" | "phone" | "product" | "price" | "status" | "relation" | "multiselect" | "select" | "radio" | "relation_user" | "purpose" | "label" | "message_email_address"
|
|
@@ -3166,6 +3652,19 @@ type EnableRequirement = {
|
|
|
3166
3652
|
}
|
|
3167
3653
|
```
|
|
3168
3654
|
|
|
3655
|
+
### `Subtask`
|
|
3656
|
+
|
|
3657
|
+
One checklist item of a task, derived from the checklist markup in the party descriptions. Identity is the stable data-subtask-id the editor mints into the markup.
|
|
3658
|
+
|
|
3659
|
+
```ts
|
|
3660
|
+
type Subtask = {
|
|
3661
|
+
id: string
|
|
3662
|
+
name?: string
|
|
3663
|
+
party: "description" | "ecp" | "installer" | "partner"
|
|
3664
|
+
required?: boolean
|
|
3665
|
+
}
|
|
3666
|
+
```
|
|
3667
|
+
|
|
3169
3668
|
### `WorkflowDefinition`
|
|
3170
3669
|
|
|
3171
3670
|
V1 workflow definition schema. Defines a linear workflow structure with sections
|
|
@@ -3242,7 +3741,11 @@ type WorkflowDefinition = {
|
|
|
3242
3741
|
id?: { ... }
|
|
3243
3742
|
journeyId?: { ... }
|
|
3244
3743
|
name?: { ... }
|
|
3744
|
+
portal_button_label?: { ... }
|
|
3245
3745
|
complete_task_automatically?: { ... }
|
|
3746
|
+
journey_submission_required?: { ... }
|
|
3747
|
+
context_parameters?: { ... }
|
|
3748
|
+
ai_prefill?: { ... }
|
|
3246
3749
|
}
|
|
3247
3750
|
order: number
|
|
3248
3751
|
dueDate?: string
|
|
@@ -3271,10 +3774,6 @@ type WorkflowDefinition = {
|
|
|
3271
3774
|
enabled?: { ... }
|
|
3272
3775
|
label?: { ... }
|
|
3273
3776
|
description?: { ... }
|
|
3274
|
-
journey?: { ... }
|
|
3275
|
-
}
|
|
3276
|
-
partner?: {
|
|
3277
|
-
enabled?: { ... }
|
|
3278
3777
|
// ...
|
|
3279
3778
|
}
|
|
3280
3779
|
```
|
|
@@ -3299,7 +3798,21 @@ type Step = {
|
|
|
3299
3798
|
id?: string
|
|
3300
3799
|
journeyId?: string
|
|
3301
3800
|
name?: string
|
|
3801
|
+
portal_button_label?: string
|
|
3302
3802
|
complete_task_automatically?: boolean
|
|
3803
|
+
journey_submission_required?: boolean
|
|
3804
|
+
context_parameters?: Array<{
|
|
3805
|
+
key: { ... }
|
|
3806
|
+
value: { ... }
|
|
3807
|
+
}>
|
|
3808
|
+
ai_prefill?: {
|
|
3809
|
+
enabled?: { ... }
|
|
3810
|
+
source?: { ... }
|
|
3811
|
+
extraction_fields?: { ... }
|
|
3812
|
+
mappings?: { ... }
|
|
3813
|
+
min_confidence?: { ... }
|
|
3814
|
+
instructions?: { ... }
|
|
3815
|
+
}
|
|
3303
3816
|
}
|
|
3304
3817
|
order: number
|
|
3305
3818
|
dueDate?: string
|
|
@@ -3326,7 +3839,11 @@ type Step = {
|
|
|
3326
3839
|
id?: { ... }
|
|
3327
3840
|
journeyId?: { ... }
|
|
3328
3841
|
name?: { ... }
|
|
3842
|
+
portal_button_label?: { ... }
|
|
3329
3843
|
complete_task_automatically?: { ... }
|
|
3844
|
+
journey_submission_required?: { ... }
|
|
3845
|
+
context_parameters?: { ... }
|
|
3846
|
+
ai_prefill?: { ... }
|
|
3330
3847
|
}
|
|
3331
3848
|
}
|
|
3332
3849
|
installer?: {
|
|
@@ -3337,7 +3854,11 @@ type Step = {
|
|
|
3337
3854
|
id?: { ... }
|
|
3338
3855
|
journeyId?: { ... }
|
|
3339
3856
|
name?: { ... }
|
|
3857
|
+
portal_button_label?: { ... }
|
|
3340
3858
|
complete_task_automatically?: { ... }
|
|
3859
|
+
journey_submission_required?: { ... }
|
|
3860
|
+
context_parameters?: { ... }
|
|
3861
|
+
ai_prefill?: { ... }
|
|
3341
3862
|
}
|
|
3342
3863
|
}
|
|
3343
3864
|
partner?: {
|
|
@@ -3383,7 +3904,11 @@ type Section = {
|
|
|
3383
3904
|
id?: { ... }
|
|
3384
3905
|
journeyId?: { ... }
|
|
3385
3906
|
name?: { ... }
|
|
3907
|
+
portal_button_label?: { ... }
|
|
3386
3908
|
complete_task_automatically?: { ... }
|
|
3909
|
+
journey_submission_required?: { ... }
|
|
3910
|
+
context_parameters?: { ... }
|
|
3911
|
+
ai_prefill?: { ... }
|
|
3387
3912
|
}
|
|
3388
3913
|
order: number
|
|
3389
3914
|
dueDate?: string
|
|
@@ -3450,7 +3975,96 @@ type StepJourney = {
|
|
|
3450
3975
|
id?: string
|
|
3451
3976
|
journeyId?: string
|
|
3452
3977
|
name?: string
|
|
3978
|
+
portal_button_label?: string
|
|
3453
3979
|
complete_task_automatically?: boolean
|
|
3980
|
+
journey_submission_required?: boolean
|
|
3981
|
+
context_parameters?: Array<{
|
|
3982
|
+
key: string
|
|
3983
|
+
value: string
|
|
3984
|
+
}>
|
|
3985
|
+
ai_prefill?: {
|
|
3986
|
+
enabled?: boolean
|
|
3987
|
+
source?: {
|
|
3988
|
+
type?: { ... }
|
|
3989
|
+
input_entity?: { ... }
|
|
3990
|
+
}
|
|
3991
|
+
extraction_fields?: Array<{
|
|
3992
|
+
key: { ... }
|
|
3993
|
+
type: { ... }
|
|
3994
|
+
description?: { ... }
|
|
3995
|
+
description_overridden?: { ... }
|
|
3996
|
+
enum?: { ... }
|
|
3997
|
+
}>
|
|
3998
|
+
mappings?: Array<{
|
|
3999
|
+
source: { ... }
|
|
4000
|
+
block_id: { ... }
|
|
4001
|
+
block_type: { ... }
|
|
4002
|
+
block_field?: { ... }
|
|
4003
|
+
}>
|
|
4004
|
+
min_confidence?: number
|
|
4005
|
+
instructions?: string
|
|
4006
|
+
}
|
|
4007
|
+
}
|
|
4008
|
+
```
|
|
4009
|
+
|
|
4010
|
+
### `AiPrefillConfig`
|
|
4011
|
+
|
|
4012
|
+
AI extraction + prefill configuration for the attached journey (Flows v2 only)
|
|
4013
|
+
|
|
4014
|
+
```ts
|
|
4015
|
+
type AiPrefillConfig = {
|
|
4016
|
+
enabled?: boolean
|
|
4017
|
+
source?: {
|
|
4018
|
+
type?: "flow_context"
|
|
4019
|
+
input_entity?: "thread" | "first_email" | "last_email"
|
|
4020
|
+
}
|
|
4021
|
+
extraction_fields?: Array<{
|
|
4022
|
+
key: string
|
|
4023
|
+
type: "string" | "number" | "boolean" | "date" | "enum"
|
|
4024
|
+
description?: string
|
|
4025
|
+
description_overridden?: boolean
|
|
4026
|
+
enum?: string[]
|
|
4027
|
+
}>
|
|
4028
|
+
mappings?: Array<{
|
|
4029
|
+
source: string
|
|
4030
|
+
block_id: string
|
|
4031
|
+
block_type: "text-input" | "number-input" | "personal-information" | "meter-reading"
|
|
4032
|
+
block_field?: string
|
|
4033
|
+
}>
|
|
4034
|
+
min_confidence?: number
|
|
4035
|
+
instructions?: string
|
|
4036
|
+
}
|
|
4037
|
+
```
|
|
4038
|
+
|
|
4039
|
+
### `AiPrefillExtractionField`
|
|
4040
|
+
|
|
4041
|
+
```ts
|
|
4042
|
+
type AiPrefillExtractionField = {
|
|
4043
|
+
key: string
|
|
4044
|
+
type: "string" | "number" | "boolean" | "date" | "enum"
|
|
4045
|
+
description?: string
|
|
4046
|
+
description_overridden?: boolean
|
|
4047
|
+
enum?: string[]
|
|
4048
|
+
}
|
|
4049
|
+
```
|
|
4050
|
+
|
|
4051
|
+
### `AiPrefillMapping`
|
|
4052
|
+
|
|
4053
|
+
```ts
|
|
4054
|
+
type AiPrefillMapping = {
|
|
4055
|
+
source: string
|
|
4056
|
+
block_id: string
|
|
4057
|
+
block_type: "text-input" | "number-input" | "personal-information" | "meter-reading"
|
|
4058
|
+
block_field?: string
|
|
4059
|
+
}
|
|
4060
|
+
```
|
|
4061
|
+
|
|
4062
|
+
### `JourneyContextParameter`
|
|
4063
|
+
|
|
4064
|
+
```ts
|
|
4065
|
+
type JourneyContextParameter = {
|
|
4066
|
+
key: string
|
|
4067
|
+
value: string
|
|
3454
4068
|
}
|
|
3455
4069
|
```
|
|
3456
4070
|
|
|
@@ -3467,7 +4081,21 @@ type ECPDetails = {
|
|
|
3467
4081
|
id?: string
|
|
3468
4082
|
journeyId?: string
|
|
3469
4083
|
name?: string
|
|
4084
|
+
portal_button_label?: string
|
|
3470
4085
|
complete_task_automatically?: boolean
|
|
4086
|
+
journey_submission_required?: boolean
|
|
4087
|
+
context_parameters?: Array<{
|
|
4088
|
+
key: { ... }
|
|
4089
|
+
value: { ... }
|
|
4090
|
+
}>
|
|
4091
|
+
ai_prefill?: {
|
|
4092
|
+
enabled?: { ... }
|
|
4093
|
+
source?: { ... }
|
|
4094
|
+
extraction_fields?: { ... }
|
|
4095
|
+
mappings?: { ... }
|
|
4096
|
+
min_confidence?: { ... }
|
|
4097
|
+
instructions?: { ... }
|
|
4098
|
+
}
|
|
3471
4099
|
}
|
|
3472
4100
|
}
|
|
3473
4101
|
```
|
|
@@ -3657,3 +4285,77 @@ type StepRequirement = {
|
|
|
3657
4285
|
condition: "CLOSED"
|
|
3658
4286
|
}
|
|
3659
4287
|
```
|
|
4288
|
+
|
|
4289
|
+
### `JourneyContextUsagesReq`
|
|
4290
|
+
|
|
4291
|
+
Request payload for getJourneyContextUsages.
|
|
4292
|
+
|
|
4293
|
+
```ts
|
|
4294
|
+
type JourneyContextUsagesReq = {
|
|
4295
|
+
journey_id: string
|
|
4296
|
+
param_keys: string[]
|
|
4297
|
+
param_ids?: string[]
|
|
4298
|
+
}
|
|
4299
|
+
```
|
|
4300
|
+
|
|
4301
|
+
### `JourneyContextUsage`
|
|
4302
|
+
|
|
4303
|
+
One place a flow template task presets one of the requested context parameters.
|
|
4304
|
+
|
|
4305
|
+
```ts
|
|
4306
|
+
type JourneyContextUsage = {
|
|
4307
|
+
kind: "workflow-task"
|
|
4308
|
+
resource: {
|
|
4309
|
+
type: "workflow_template"
|
|
4310
|
+
id: string
|
|
4311
|
+
name?: string
|
|
4312
|
+
}
|
|
4313
|
+
location?: {
|
|
4314
|
+
task_id?: string
|
|
4315
|
+
task_name?: string
|
|
4316
|
+
}
|
|
4317
|
+
matched_as: {
|
|
4318
|
+
dialect: "name"
|
|
4319
|
+
token: string
|
|
4320
|
+
at: string
|
|
4321
|
+
}
|
|
4322
|
+
link_hint?: {
|
|
4323
|
+
route: "workflows-hub-flow"
|
|
4324
|
+
params: {
|
|
4325
|
+
template_id: { ... }
|
|
4326
|
+
}
|
|
4327
|
+
}
|
|
4328
|
+
}
|
|
4329
|
+
```
|
|
4330
|
+
|
|
4331
|
+
### `JourneyContextUsagesResp`
|
|
4332
|
+
|
|
4333
|
+
Response payload for getJourneyContextUsages.
|
|
4334
|
+
|
|
4335
|
+
```ts
|
|
4336
|
+
type JourneyContextUsagesResp = {
|
|
4337
|
+
usages: Array<{
|
|
4338
|
+
kind: "workflow-task"
|
|
4339
|
+
resource: {
|
|
4340
|
+
type: { ... }
|
|
4341
|
+
id: { ... }
|
|
4342
|
+
name?: { ... }
|
|
4343
|
+
}
|
|
4344
|
+
location?: {
|
|
4345
|
+
task_id?: { ... }
|
|
4346
|
+
task_name?: { ... }
|
|
4347
|
+
}
|
|
4348
|
+
matched_as: {
|
|
4349
|
+
dialect: { ... }
|
|
4350
|
+
token: { ... }
|
|
4351
|
+
at: { ... }
|
|
4352
|
+
}
|
|
4353
|
+
link_hint?: {
|
|
4354
|
+
route: { ... }
|
|
4355
|
+
params: { ... }
|
|
4356
|
+
}
|
|
4357
|
+
}>
|
|
4358
|
+
status: "ok" | "partial"
|
|
4359
|
+
scanned: number
|
|
4360
|
+
}
|
|
4361
|
+
```
|