API Docs / Operations / Task Workflows / Update Workflow Step

Update Workflow Step

PUT /api/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}

Updates a workflow step by group number and step number with comprehensive field support.

Allows updating any combination of:

  • Status (validates dependencies are met before allowing progress)
  • Assigned user (validates user exists in tenant)
  • Notes (replaces or clears existing notes)
  • Time spent tracking

Status change validation:

  • Steps cannot be started/completed if dependencies are not met
  • Status changes automatically set completion metadata when appropriate
  • Dependency validation ensures workflow integrity

Use this endpoint to:

  • Mark steps as started, completed, blocked, or skipped
  • Reassign steps to different users
  • Add progress notes and documentation
  • Track time spent on individual steps
  • Update multiple properties in a single API call

Example Request:
{
"status": "Completed",
"notes": "Client documents reviewed and approved",
"timeSpent": 45
}

Parameters

NameTypeDescription
tenant* path string

The Tenant.Code

The Tenant.Code

groupNumber* path integer (int32)

The group number (sort order) from the URL

The group number (sort order) from the URL

stepNumber* path integer (int32)

The step number to update from the URL

The step number to update from the URL

taskCode* path string

The task code from the URL

The task code from the URL

The update request with new values

{
  "status": "NotStarted",
  "assignedUserCode": "string",
  "notes": "string",
  "timeSpent": 0,
  "hasUpdates": false
}

Responses

401 Unauthorized - Invalid or missing API key