API Docs / Schemas / SendDataFormStepConfigDto

SendDataFormStepConfigDto

Configuration for SendDataForm workflow steps.
Used for both workflow template definition and task workflow step instance customization.

Properties

Name Type Description
dataFormCodeAndNameDto
messagestring

Optional message override. When null, the form's DefaultMessage is used.

Optional message override. When null, the form's DefaultMessage is used.

autoAcceptDataboolean

Whether submitted data is automatically accepted without manual review.

Whether submitted data is automatically accepted without manual review.

notifyAssigneeOnSubmissionboolean

Whether to send a platform notification to the step's assigned user when the client submits.

Whether to send a platform notification to the step's assigned user when the client submits.

recipientIncludeBusinessEmailboolean

Whether to send the form notification email to the client's business email
(the email address on the client record).

Whether to send the form notification email to the client's business email
(the email address on the client record).

recipientContactTypesarray of enum

Client contact types to send the form notification email to.

Main Billing Payroll Accounts Director Psc

Client contact types to send the form notification email to.

Main Billing Payroll Accounts Director Psc

additionalEmailAddressesarray of string

Static email addresses to send the form notification to.

Static email addresses to send the form notification to.

chaseFrequencyDaysinteger

Override for how often (in days) to chase this form request.
When null, the tenant-level default is used.

Override for how often (in days) to chase this form request.
When null, the tenant-level default is used.

JSON Example

{
  "dataForm": {
    "code": "string",
    "name": "string"
  },
  "message": "string",
  "autoAcceptData": false,
  "notifyAssigneeOnSubmission": false,
  "recipientIncludeBusinessEmail": false
}

Contained in Schemas