Skip to end of banner
Go to start of banner

GET workflow_rules/list

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 8 Next »

Available from CRM.COM R9.0.0

This method returns information related to workflow rules having specific attributes. Multiple workflow rules are returned by each call.

Resource URL

Parameters

Name

Type

Description

token

String

The token retrieved from the login method

entity

(mandatory)

String

The name of the entity related to the workflow rules that should be returned as a result. The supported entities are the following:

  • ACCOUNTSRECEIVABLE
  • ACTIVITIES
  • CONTACTINFORMATION
  • CREDITNOTES

  • INVOICES
  • INVOICECANCELLATIONS
  • JOBS
  • LEADS
  • PAYMENTS
  • PAYMENTCANCELLATIONS
  • REFUNDS
  • REWARDOFFERS
  • SERVICEREQUESTS
  • SUBSCRIPTIONS
  • WALLETS
  • WALLETTRANSACTIONS
  • WRITEOFFS
  • REWARDOFFERS entity available from CRM.COM R11.0.0
  • LEADS entity available from CRM.COM R14.0.0
  • ACCOUNTSRECEIVABLE, CONTACTINFORMATION, CREDITNOTES, INVOICES, INVOICECANCELLATIONS, PAYMENTS, PAYMENTCANCELLATIONS, REFUNDS, , WALLETS, WALLETTRANSACTIONS, WRITEOFFS are available from CRM.COM R15.0.0

life_cycle_state

(optional)

StringThe life cycle state of the workflow rules that should be returned as a result. The supported options are EFFECTIVE or NOT EFFECTIVE. By default, all workflow rules are returned.

created_date

(optional)

Date The created date of the workflow rule that should be returned as a result.

number_of_results

(optional)

Number

The number of results that can be retrieved through each call

Available from CRM.COM R13.0.0

offset

(optional)

Number

Defines the number of entities that should be skipped from the results. If it is set to 0 then none results should be skipped, otherwise, the results will begin from the provided offset number

Available from CRM.COM R13.0.0

fields_set
(optional)

List of Strings, comma separated 

A list of fields that should be included in the results. If not specified then all the available fields will be returned

Restrictions

  • It is mandatory to specify at least one of the semi-optional parameters. Multiple of those parameters are allowed to be specified.

Response Data

Name

Type

Description

id

String

The ID of the workflow rule

name

String

The name of the workflow rule

life_cycle_stateString

The life cycle state of the workflow rule which can be EFFECTIVE or NOT EFFECTIVE

descriptionStringThe description of the  workflow rule
processing_orderStringThe Processing order of the workflow rule which can be ACTIONS THEN UPDATES, UPDATES THEN ACTIONS
priorityStringThe Workflow Rule's Priority which can be LOW, MEDIUM, HIGH
entityString

The name of the entity with which the workflow rule is related to. The supported entities are the following:

  • ACCOUNTSRECEIVABLE
  • ACTIVITIES
  • ADHOCDISCOUNT
  • CONTACTINFORMATION
  • CREDITNOTES

  • INVOICES

  • INVOICECANCELLATIONS

  • JOBS

  • LEADS
  • PAYMENTS
  • PAYMENTCANCELLATIONS
  • REFUNDS
  • REWARDOFFERS
  • SERVICEREQUESTS
  • SUBSCRIPTIONS
  • WALLETS
  • WALLETTRANSACTIONS
  • WRITEOFFS
  • REWARDOFFERS entity available from CRM.COM R11.0.0
  • LEADS entity available from CRM.COM R14.0.0
  • ACCOUNTSRECEIVABLE, ADHOCDISCOUNT, CONTACTINFORMATION, CREDITNOTES, INVOICES, INVOICECANCELLATIONS, PAYMENTS, PAYMENTCANCELLATIONS, REFUNDS, WALLETS, WALLETTRANSACTIONS, WRITEOFFS are available from CRM.COM R15.0.0
entity_typesEntity Type ObjectThe Entity Types which are applicable for the workflow rule
log_information

Log Information Object

The log information related with the retrieved workflow rule

Referred Objects Response Data

 entity_type object response data

Name

Type

Description

id

String

The ID of the retrieved entity type

name

String

The name of the retrieved entity type

alternative_code

String

The alternative code of the retrieved entity type

descriptionStringA description of the retrieved entity type

 log_information object response data

Name

Type

Description

created_date

Date

The date that the retrieved record was created

updated_date

Date

The last date that the retrieved record was updated

created_by_unit

Unit Object

The unit that created the retrieved record

From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled

Deprecated from CRM.COM R18.0.0

created_by_business_unit

Unit Object

The unit that created the retrieved record

From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled

Available from CRM.COM R18.0.0

created_by_user

User Object

The user that created the retrieved record

From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled

updated_by_unit

Unit Object

The last unit that updated the retrieved record

From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled

Deprecated from CRM.COM R18.0.0

updated_by_business_unit

Unit Object

The last unit that updated the retrieved record

Available from CRM.COM R18.0.0

updated_by_user

User Object

The last user that updated the retrieved record

From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled

Referred Objects Response Data

 unit object response data

Name

Type

Description

id

String

The ID of the retrieved unit

name

String

The name of the retrieved unit

group_name

String

The name of the group that the retrieved unit belongs to

community_name

String

The name of the community that the retrieved unit belongs to

alternative_code

String

The alternative code of the retrieved unit

description

String

The description of the retrieved unit

 business unit object response data

Name

Type

Description

id

String

The ID of the retrieved business unit

name

String

The name of the retrieved business unit

codeStringThe code of the retrieved business unit
unified_codeString

The unified code of the retrieved business unit

description

String

The description of the retrieved business unit

parent_business_unit_nameStringThe name of the parent business unit that the retrieved business unit belongs to

 user object response data

Name

Type

Description

id

String

The ID of the retrieved user

username

String

The user name of the retrieved user

person_name

String

The full name of the retrieved user

email

String

The email of the retrieved user

Examples

 Example 1

HTTP Method: GET

 

Request:

Response:

{
    "status":
    {
        "message": "",
        "description": "",
        "code": "OK"
    },
    "data":
    [
        {
            "log_information":
            {
                "updated_date": "2015-11-05T18:44:33",
                "created_date": "2015-10-30T10:39:06",
                "created_by_unit":
                {
                    "community_name": "Internal Community",
                    "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                    "name": "Admin Unit",
                    "group_name": "Main Group",
                    "description": "r1 Test Description for resource  request tab.Test Description for resource  request tab.",
                    "alternative_code": "MG"
                },
                "updated_by_unit":
                {
                    "community_name": "Internal Community",
                    "id": "0C3B5CB66ED4AACF5C2FDDAE984704E8",
                    "name": "Installation Team 4",
                    "group_name": "Paphos",
                    "description": null,
                    "alternative_code": "IT4"
                },
                "created_by_user":
                {
                    "person_name": "MPAdministrator",
                    "username": "MPAdministrator",
                    "id": "1",
                    "email": "sakkascy1986@hotmail.com"
                },
                "updated_by_user":
                {
                    "person_name": "m_michael_user",
                    "username": "m_michael_user",
                    "id": "970A84FDE9784FCF807597FEA26FA0F1",
                    "email": "m_michael@crm.com"
                }
            },
            "processing_order": "UPDATES_FIRST_AND_THEN_ACTIONS",
            "entity": "ACTIVITIES",
            "priority": "HIGH",
            "life_cycle_state": "EFFECTIVE",
            "id": "A94ABA3BDF2745FA8AE8F5B71DD4CA8F",
            "name": "Activity Rule",
            "description": null,
            "entity_types":
            [
                {
                    "id": "09EE47872CF8414A98C2EC5655936BF5",
                    "name": "Customer Training",
                    "description": null,
                    "alternative_code": "CT"
                }
            ]
        },
        {
            "log_information":
            {
                "updated_date": "2015-11-05T18:44:41",
                "created_date": "2015-11-02T11:13:58",
                "created_by_unit":
                {
                    "community_name": "Internal Community",
                    "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                    "name": "Admin Unit",
                    "group_name": "Main Group",
                    "description": "r1 Test Description for resource  request tab.Test Description for resource  request tab.",
                    "alternative_code": "MG"
                },
                "updated_by_unit":
                {
                    "community_name": "Internal Community",
                    "id": "0C3B5CB66ED4AACF5C2FDDAE984704E8",
                    "name": "Installation Team 4",
                    "group_name": "Paphos",
                    "description": null,
                    "alternative_code": "IT4"
                },
                "created_by_user":
                {
                    "person_name": "MPAdministrator",
                    "username": "MPAdministrator",
                    "id": "1",
                    "email": "sakkascy1986@hotmail.com"
                },
                "updated_by_user":
                {
                    "person_name": "m_michael_user",
                    "username": "m_michael_user",
                    "id": "970A84FDE9784FCF807597FEA26FA0F1",
                    "email": "m_michael@crm.com"
                }
            },
            "processing_order": "UPDATES_FIRST_AND_THEN_ACTIONS",
            "entity": "ACTIVITIES",
            "priority": "MEDIUM",
            "life_cycle_state": "EFFECTIVE",
            "id": "9A41E58E151C4B3D822943B140F9A9EB",
            "name": "Activity rule 2",
            "description": null,
            "entity_types":
            [
                {
                    "id": "09EE47872CF8414A98C2EC5655936BF5",
                    "name": "Customer Training",
                    "description": null,
                    "alternative_code": "CT"
                }
            ]
        },
        {
            "log_information":
            {
                "updated_date": "2015-11-05T18:45:23",
                "created_date": "2015-11-03T09:42:05",
                "created_by_unit":
                {
                    "community_name": "Internal Community",
                    "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                    "name": "Admin Unit",
                    "group_name": "Main Group",
                    "description": "r1 Test Description for resource  request tab.Test Description for resource  request tab.",
                    "alternative_code": "MG"
                },
                "updated_by_unit":
                {
                    "community_name": "Internal Community",
                    "id": "0C3B5CB66ED4AACF5C2FDDAE984704E8",
                    "name": "Installation Team 4",
                    "group_name": "Paphos",
                    "description": null,
                    "alternative_code": "IT4"
                },
                "created_by_user":
                {
                    "person_name": "MPAdministrator",
                    "username": "MPAdministrator",
                    "id": "1",
                    "email": "sakkascy1986@hotmail.com"
                },
                "updated_by_user":
                {
                    "person_name": "m_michael_user",
                    "username": "m_michael_user",
                    "id": "970A84FDE9784FCF807597FEA26FA0F1",
                    "email": "m_michael@crm.com"
                }
            },
            "processing_order": "ANY_ACTION_AND_THEN_UPDATES",
            "entity": "ACTIVITIES",
            "priority": "MEDIUM",
            "life_cycle_state": "EFFECTIVE",
            "id": "5DB96A77C25B4D19A65C4515D4E0D394",
            "name": "Workflow Rule Activity On Update",
            "description": null,
            "entity_types":
            [
                {
                    "id": "09EE47872CF8414A98C2EC5655936BF5",
                    "name": "Customer Training",
                    "description": null,
                    "alternative_code": "CT"
                }
            ]
        },
        {
            "log_information":
            {
                "updated_date": "2015-11-05T18:56:42",
                "created_date": "2015-11-02T16:06:33",
                "created_by_unit":
                {
                    "community_name": "Internal Community",
                    "id": "0C3B5CB66ED4AACF5C2FDDAE984704E8",
                    "name": "Installation Team 4",
                    "group_name": "Paphos",
                    "description": null,
                    "alternative_code": "IT4"
                },
                "updated_by_unit":
                {
                    "community_name": "Internal Community",
                    "id": "0C3B5CB66ED4AACF5C2FDDAE984704E8",
                    "name": "Installation Team 4",
                    "group_name": "Paphos",
                    "description": null,
                    "alternative_code": "IT4"
                },
                "created_by_user":
                {
                    "person_name": "m_ioannou",
                    "username": "m_ioannou",
                    "id": "C5D6D95C71C4484F9168A5444FC928EF",
                    "email": "m_ioannou@crm.com"
                },
                "updated_by_user":
                {
                    "person_name": "m_michael_user",
                    "username": "m_michael_user",
                    "id": "970A84FDE9784FCF807597FEA26FA0F1",
                    "email": "m_michael@crm.com"
                }
            },
            "processing_order": "UPDATES_FIRST_AND_THEN_ACTIONS",
            "entity": "ACTIVITIES",
            "priority": "LOW",
            "life_cycle_state": "EFFECTIVE",
            "id": "9E8A2D055DBA483F8978E5ACB0DE528B",
            "name": "Activity Rule Low",
            "description": null,
            "entity_types":
            [
                {
                    "id": "09EE47872CF8414A98C2EC5655936BF5",
                    "name": "Customer Training",
                    "description": null,
                    "alternative_code": "CT"
                }
            ]
        },
        {
            "log_information":
            {
                "updated_date": "2015-11-05T18:44:23",
                "created_date": "2015-11-05T14:47:26",
                "created_by_unit":
                {
                    "community_name": "Internal Community",
                    "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                    "name": "Admin Unit",
                    "group_name": "Main Group",
                    "description": "r1 Test Description for resource  request tab.Test Description for resource  request tab.",
                    "alternative_code": "MG"
                },
                "updated_by_unit":
                {
                    "community_name": "Internal Community",
                    "id": "0C3B5CB66ED4AACF5C2FDDAE984704E8",
                    "name": "Installation Team 4",
                    "group_name": "Paphos",
                    "description": null,
                    "alternative_code": "IT4"
                },
                "created_by_user":
                {
                    "person_name": "MPAdministrator",
                    "username": "MPAdministrator",
                    "id": "1",
                    "email": "sakkascy1986@hotmail.com"
                },
                "updated_by_user":
                {
                    "person_name": "m_michael_user",
                    "username": "m_michael_user",
                    "id": "970A84FDE9784FCF807597FEA26FA0F1",
                    "email": "m_michael@crm.com"
                }
            },
            "processing_order": "ANY_ACTION_AND_THEN_UPDATES",
            "entity": "ACTIVITIES",
            "priority": "LOW",
            "life_cycle_state": "EFFECTIVE",
            "id": "7BAB68ADE8A940D2AA7D8300384D7630",
            "name": "Workflow Rule",
            "description": null,
            "entity_types":
            [
                {
                    "id": "8963F9337B1C4CA1BC86D17C29E0A382",
                    "name": "MKInstall",
                    "description": null,
                    "alternative_code": "MK"
                },
                {
                    "id": "FF7750B1E1C14509B8F7F866414FEA2E",
                    "name": "Activity Status Transition",
                    "description": null,
                    "alternative_code": "AST"
                }
            ]
        }
    ]
} 
  • No labels