WorkflowStepDto

DTO for workflow steps within a workflow group.
Used for both create/update requests and GET responses for workflow templates.

Properties

Name	Type	Description
name	string
description	string
timeEstimate	number
stepNumber	integer	The step number within the workflow group. Used for ordering steps and referencing dependencies. If 0-based numbering is provided, it will be automatically converted to 1-based.
The step number within the workflow group. Used for ordering steps and referencing dependencies. If 0-based numbering is provided, it will be automatically converted to 1-based.
stepType	enum	Standard SendEmail DocumentRequest DocumentApproval ClientConfirmation
Standard SendEmail DocumentRequest DocumentApproval ClientConfirmation
autoExecute	boolean	Whether this step executes automatically when its dependencies are met. False means the user must manually trigger execution. Only relevant for executable step types (SendEmail, DocumentRequest, ClientConfirmation).
Whether this step executes automatically when its dependencies are met. False means the user must manually trigger execution. Only relevant for executable step types (SendEmail, DocumentRequest, ClientConfirmation).
assignmentType	enum	TaskOwner SpecificUser ClientManager ClientServiceManager ClientPartner ClientAssociate
TaskOwner SpecificUser ClientManager ClientServiceManager ClientPartner ClientAssociate
assignedUser	CodeAndNameDto
assignedTeam	CodeAndNameDto
billableService	CodeAndNameDto
dependsOnStepNumbers	array of integer	The step numbers that this step depends on (must be completed first). Can use either 0-based [0, 1] or 1-based [1, 2] numbering - 0-based will be auto-converted. Example: [1, 2] means this step depends on steps 1 and 2 being completed first.
The step numbers that this step depends on (must be completed first). Can use either 0-based [0, 1] or 1-based [1, 2] numbering - 0-based will be auto-converted. Example: [1, 2] means this step depends on steps 1 and 2 being completed first.
emailStepConfiguration	EmailStepConfigDto
documentRequestStepConfiguration	DocumentRequestStepConfigDto
documentApprovalStepConfiguration	DocumentApprovalStepConfigDto
clientConfirmationStepConfiguration	ClientConfirmationStepConfigDto
checklist	array of ChecklistItemDto	Checklist items for this workflow step template
Checklist items for this workflow step template

JSON Example

{
  "name": "string",
  "description": "string",
  "timeEstimate": 0,
  "stepNumber": 0,
  "stepType": "Standard"
}

Contained in Schemas

WorkflowGroupDto DTO for workflow groups within a workflow. Workflow Group Deadlines: Groups define dead...