List Pending Workflow Steps
Returns a paged list of manual-mode outbound workflow steps that are ready to send. These are steps where dependencies are met and a user needs to review and trigger the send.
Parameters
| Name | Type | Description |
|---|---|---|
| tenant* | path string | The Tenant.Code |
The Tenant.Code |
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| offset | query integer (int32) | Number of records to skip (default: 0). Use with limit for pagination. |
Number of records to skip (default: 0). Use with limit for pagination. |
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| limit | query integer (int32) | Maximum number of records to return (default: 10, max: 50) |
Maximum number of records to return (default: 10, max: 50) |
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| sortBy | query enum | Field to sort by. |
Field to sort by. |
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| sortDesc | query boolean | Sort in descending order (true) or ascending order (false, default) |
Sort in descending order (true) or ascending order (false, default) |
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| stepType | query string | Filter by step type (SendEmail, DocumentRequest, DocumentApproval, ClientConfirmation, SendDataForm) |
Filter by step type (SendEmail, DocumentRequest, DocumentApproval, ClientConfirmation, SendDataForm) |
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| assignedUserCode | query string | Filter by the user assigned to the step |
Filter by the user assigned to the step |
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| assignedTeamCode | query string | Filter by the team assigned to the step |
Filter by the team assigned to the step |
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| isUnassigned | query boolean | When true, returns only steps with no assigned user. Combines with assignedUserCode as OR. |
When true, returns only steps with no assigned user. Combines with assignedUserCode as OR. |
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| clientCode | query string | Filter by client code |
Filter by client code |
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| managerCode | query string | Filter by client manager user code |
Filter by client manager user code |
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| partnerCode | query string | Filter by client partner user code |
Filter by client partner user code |
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| taskCategoryCode | query string | Filter by task category code |
Filter by task category code |
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| search | query string | Search across step name, task title, and client name (minimum 3 characters) |
Search across step name, task title, and client name (minimum 3 characters) |
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