/api/v3/task/blueprint

patch

https://api.sisu.co/api/v3/task/blueprint

Update an existing task blueprint. The request body should contain the key value pairs of form element keys and values of required and optional transaction overview inputs. Required and optional form elements retrieved with a GET /api/v3/task/blueprint

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Body Params

task_blueprint_id

integer

name

string

task_type

string

required

dscr

string

related_client_date_column

string

Transaction date field off of which to trigger the task.

date_type

string

required

R if the task should be triggered off of a transaction date field, S otherwise.

due_days

integer

Days before / after the selected transaction date field that the task should be due. Required if date_type is "R". Use 0 to indicate that the task should be due the day of the transaction date field.

due_days_relation

string

Indicates whether due_days is before, after, or the day of the transaction date field in related_client_date_column. "B" indicates days before, "A" indicates days after, and "C" indicates the day of.

client_type_id

string

Use "B" for buyer, "S" for seller. If left null, applies to all transaction types.

email_template_id

integer

email_subject

string

email_recipients

array of strings

email_recipients

triggered_task_lists

array of integers

ID(s) of task list(s) that should be added to the transaction upon completion of the task currently being edited.

triggered_task_lists

business_hours_adhere

boolean

assign_to

string

required

immediate_add_to

array of integers

ID(s) of task list(s) to which the current task should be added.

immediate_add_to

doc_type_id

integer | null

ID of the document type that should autocomplete the task upon upload. Pass null or 0 to clear.

auto_send

string

email_subject_override

string

Response

200Success