RequestSummaryDto

Outstanding counts for each kind of item on the Requests page, in one call.

Every count is null when the caller's role cannot read that area, rather than zero:
zero means "nothing outstanding", null means "not yours to see". Callers rendering
these as tiles should hide a null rather than show a dash.

Properties

Name Type Description
readyToSendinteger

Manual-mode workflow steps assigned to the calling user and ready to send.
Scoped to the caller to match the Ready to Send tab, which defaults to the same.

Manual-mode workflow steps assigned to the calling user and ready to send.
Scoped to the caller to match the Ready to Send tab, which defaults to the same.

scheduledinteger

Pending scheduled sends (Scheduled and Failed), scoped to the send types the caller can manage

Pending scheduled sends (Scheduled and Failed), scoped to the send types the caller can manage

formsAwaitingResponseinteger

Data form requests sent and not yet responded to

Data form requests sent and not yet responded to

documentApprovalsPendinginteger

Documents sent for client approval and still awaiting a decision

Documents sent for client approval and still awaiting a decision

documentRequestsOpeninteger

Document requests still open with the client

Document requests still open with the client

documentRequestsSubmittedinteger

Document requests the client has submitted, waiting on the practice to accept or reject

Document requests the client has submitted, waiting on the practice to accept or reject

confirmationsOpeninteger

Client confirmations sent and not yet confirmed

Client confirmations sent and not yet confirmed

JSON Example

{
  "readyToSend": 0,
  "scheduled": 0,
  "formsAwaitingResponse": 0,
  "documentApprovalsPending": 0,
  "documentRequestsOpen": 0
}

Used By Operations