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workflow.yaml
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workflow.yaml
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openapi: 3.0.0
info:
title: Workflows Definitions
version: 1.0.0
description: |
Service for Workflow Definitions for different processes inside of an Organization
servers:
- url: https://workflows-definition.sls.epilot.io
security:
- BearerAuth: []
paths:
/v1/workflows/limits/max-allowed:
get:
operationId: getMaxAllowedLimit
summary: getMaxAllowedLimit
description: Get limits and number of created executions for an Organization.
tags:
- Workflows
responses:
200:
description: A combo of current number of workflows, and the max allowed number of workflows.
content:
application/json:
schema:
$ref: "#/components/schemas/MaxAllowedLimit"
example:
currentNoOfWorkflows: 5
maxAllowed: 7
500:
description: Other errors
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
/v1/workflows/definitions:
get:
operationId: getDefinitions
summary: getDefinitions
description: Retrieve all Workflow Definitions from an Organization
tags:
- Workflows
responses:
200:
description: Success - definitions loaded with success. Empty array if org has no definitions.
content:
application/json:
schema:
type: array
items:
$ref: "#/components/schemas/WorkflowDefinition"
example:
- id: 25n2k52ja
name: Lead Qualification
assignedTo:
- "18625"
- "90252"
description: Lead Qualification description
lastUpdateTime: "2021-08-04T21:13:50.373Z"
creationTime: "2021-08-04T21:13:50.373Z"
dueDate: "2021-08-04T21:13:50.373Z"
flow:
- id: 5892na2
name: Initial Information Gathering
order: 1
type: SECTION
steps:
- id: 2hja82a
name: "Call client and confirm address and product"
type: STEP
order: 1
assignedTo: ["123482"]
- id: ga92ha2
name: "Check product availability"
type: STEP
order: 2
assignedTo: ["123482"]
- id: jga92ha
name: "Send email confirming contact with the client"
type: STEP
order: 3
assignedTo: ["123482"]
- id: 0a7g22a
name: Print and send catalog
type: STEP
order: 2
assignedTo: ["123482"]
500:
description: Other errors
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
post:
operationId: createDefinition
summary: createDefinition
description: Create a Workflow Definition.
tags:
- Workflows
requestBody:
description: Workflow Definition payload
required: true
content:
application/json:
schema:
$ref: "#/components/schemas/WorkflowDefinition"
example:
name: Lead Qualification
description: Lead Qualification description
dueDate: "2022-08-04T12:00:00.000Z"
assignedTo:
- "952802"
- "80225"
flow:
- name: Initial Information Gathering
order: 1
type: SECTION
steps:
- name: "Call client and confirm address and product"
type: STEP
order: 1
assignedTo: ["123482"]
- name: "Check product availability"
type: STEP
order: 2
assignedTo: ["123482"]
- name: "Send email confirming contact with the client"
type: STEP
order: 3
assignedTo: ["123482"]
- name: Print and send catalog
type: STEP
order: 2
assignedTo: ["123482"]
responses:
201:
description: Success - if the definition is created successfully
content:
application/json:
schema:
$ref: "#/components/schemas/WorkflowDefinition"
example:
id: 25n2k52ja
name: Lead Qualification
description: Lead Qualification description
lastUpdateTime: "2021-08-04T21:13:50.373Z"
creationTime: "2021-08-04T21:13:50.373Z"
dueDate: "2022-08-04T12:00:00.000Z"
assignedTo:
- "952802"
- "80225"
flow:
- id: 5892na2
name: Initial Information Gathering
order: 1
type: SECTION
steps:
- id: 2hja82a
name: "Call client and confirm address and product"
type: STEP
order: 1
assignedTo: ["48829"]
- id: ga92ha2
name: "Check product availability"
type: STEP
order: 2
assignedTo: ["45390"]
- id: jga92ha
name: "Send email confirming contact with the client"
type: STEP
order: 3
assignedTo: ["8230"]
- id: 0a7g22a
name: Print and send catalog
type: STEP
order: 2
assignedTo: ["8239"]
400:
description: Validation Errors
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
401:
description: Authentication Errors
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
500:
description: Other errors
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
/v2/flows/templates:
get:
operationId: listFlowTemplates
summary: listFlowTemplates
description: List all Flow Templates for a customer
tags:
- Flows V2
responses:
200:
description: Success - flow templates loaded with success. Empty array if customer has no flows defined.
content:
application/json:
schema:
$ref: "#/components/schemas/FlowTemplatesList"
500:
description: Other errors
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
post:
operationId: createFlowTemplate
summary: createFlowTemplate
description: Create a new Flow Template.
tags:
- Flows V2
requestBody:
description: Flow Template payload
required: true
content:
application/json:
schema:
$ref: "#/components/schemas/FlowTemplate"
responses:
201:
description: Success - if the flow template is created successfully
content:
application/json:
schema:
$ref: "#/components/schemas/FlowTemplate"
400:
description: Validation Errors
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
401:
description: Authentication Errors
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
500:
description: Other errors
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
/v2/flows/templates/{flowId}:
get:
operationId: getFlowTemplate
summary: getFlowTemplate
description: Get specific FLow template for a customer
tags:
- Flows V2
parameters:
- in: path
name: flowId
schema:
$ref: "#/components/schemas/FlowTemplateId"
required: true
responses:
200:
description: Returns the Flow Template
content:
application/json:
schema:
$ref: "#/components/schemas/FlowTemplate"
400:
description: Validation Errors
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
404:
description: Definition Not found
content:
application/json:
schema:
$ref: "#/components/schemas/DefinitionNotFoundResp"
401:
description: Authentication Errors
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
500:
description: Other errors
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
put:
operationId: updateFlowTemplate
summary: updateFlowTemplate
description: Update Flow Template.
tags:
- Flows V2
parameters:
- in: path
name: flowId
schema:
$ref: "#/components/schemas/FlowTemplateId"
required: true
requestBody:
description: Flow Template payload
required: true
content:
application/json:
schema:
$ref: "#/components/schemas/FlowTemplate"
responses:
200:
description: Flow template has been updated successfully
content:
application/json:
schema:
$ref: "#/components/schemas/FlowTemplate"
400:
description: Validation Errors
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
401:
description: Authentication Errors
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
500:
description: Other errors
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
delete:
operationId: deleteFlowTemplate
summary: deleteFlowTemplate
description: Delete Flow Template.
tags:
- Flows V2
parameters:
- in: path
name: flowId
schema:
$ref: "#/components/schemas/FlowTemplateId"
required: true
description: Id of the flow template to de deleted.
responses:
204:
description: Flow template has been deleted successfully
401:
description: Failed to authenticate
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
404:
description: No definition found
/v1/workflows/definitions/{definitionId}:
get:
operationId: getDefinition
summary: getDefinition
description: Get specific Definition by id from the Organization.
tags:
- Workflows
parameters:
- in: path
name: definitionId
schema:
type: string
required: true
description: Short uuid (length 8) to identify the Workflow Definition.
example: 7hj28a
responses:
200:
description: Returns the Workflow definition
content:
application/json:
schema:
$ref: "#/components/schemas/WorkflowDefinition"
example:
id: 25n2k52ja
name: Lead Qualification
dueDate: "2022-08-04T12:00:00.000Z"
assignedTo:
- "952802"
- "80225"
lastUpdateTime: "2021-08-04T21:13:50.373Z"
creationTime: "2021-08-04T21:13:50.373Z"
flow:
- id: 5892na2
name: Initial Information Gathering
order: 1
type: SECTION
steps:
- id: 2hja82a
name: "Call client and confirm address and product"
type: STEP
order: 1
assignedTo: ["923432"]
- id: ga92ha2
name: "Check product availability"
type: STEP
order: 2
assignedTo: ["45488"]
- id: jga92ha
name: "Send email confirming contact with the client"
type: STEP
order: 3
assignedTo: ["45488"]
- id: 0a7g22a
name: Print and send catalog
type: STEP
order: 2
assignedTo: ["8988"]
closingReasons:
[
{ id: ffoowef, title: test },
{ id: "hebwoeu", title: Closing because all },
{ id: "mbnoenq", title: Better offer },
]
400:
description: Validation Errors
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
404:
description: Definition Not found
content:
application/json:
schema:
$ref: "#/components/schemas/DefinitionNotFoundResp"
401:
description: Authentication Errors
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
500:
description: Other errors
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
put:
operationId: updateDefinition
summary: updateDefinition
description: Update Workflow Definition.
tags:
- Workflows
parameters:
- in: path
name: definitionId
schema:
type: string
required: true
description: Short uuid (length 8) to identify the Workflow Definition.
example: 7hj28a
requestBody:
description: Workflow Definition payload
required: true
content:
application/json:
schema:
$ref: "#/components/schemas/WorkflowDefinition"
example:
id: 25n2k52ja
name: Lead Qualification
dueDate: "2022-08-04T12:00:00.000Z"
assignedTo:
- "952802"
- "80225"
lastUpdateTime: "2021-08-04T21:13:50.373Z"
creationTime: "2021-08-04T21:13:50.373Z"
flow:
- id: 5892na2
name: Initial Information Gathering
order: 1
type: SECTION
steps:
- id: 2hja82a
name: "Call client and confirm address and product"
type: STEP
order: 1
assignedTo: ["8988"]
- id: ga92ha2
name: "Check product availability"
type: STEP
order: 2
assignedTo: ["8988"]
- id: jga92ha
name: "Send email confirming contact with the client"
type: STEP
order: 3
assignedTo: ["8988"]
- id: 0a7g22a
name: Print and send catalog
type: STEP
order: 2
assignedTo: ["8988"]
responses:
200:
description: Success - if the definition is updated successfully
content:
application/json:
schema:
$ref: "#/components/schemas/WorkflowDefinition"
example:
id: 25n2k52ja
name: Lead Qualification
dueDate: "2022-08-04T12:00:00.000Z"
assignedTo:
- "952802"
- "80225"
lastUpdateTime: "2021-08-04T21:13:50.373Z"
creationTime: "2021-08-04T21:13:50.373Z"
flow:
- id: 5892na2
name: Initial Information Gathering
order: 1
type: SECTION
steps:
- id: 2hja82a
name: "Call client and confirm address and product"
type: STEP
order: 1
assignedTo: ["1"]
- id: ga92ha2
name: "Check product availability"
type: STEP
order: 2
assignedTo: ["56645"]
- id: jga92ha
name: "Send email confirming contact with the client"
type: STEP
order: 3
assignedTo: ["949923"]
- id: 0a7g22a
name: Print and send catalog
type: STEP
order: 2
assignedTo: ["156645"]
400:
description: Validation Errors
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
401:
description: Authentication Errors
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
500:
description: Other errors
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
delete:
operationId: deleteDefinition
summary: deleteDefinition
description: Delete Workflow Definition.
tags:
- Workflows
parameters:
- in: path
name: definitionId
schema:
type: string
required: true
description: Id of the definition to de deleted.
example: CustomerRequest
responses:
204:
description: Success - if the definition is deleted successfully
401:
description: Failed to authenticate
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
404:
description: No definition found
/v1/workflows/closing-reasons:
get:
operationId: getAllClosingReasons
summary: getAllClosingReasons
description: Get all Closing Reasons defined in the organization by default all Active.
parameters:
- in: query
name: includeInactive
schema:
type: boolean
required: false
description: Filter Closing Reasons by status like active inactiv
example: true
tags:
- Closing Reason
responses:
200:
description: Returns the entire catalog of closing reasons per organization
content:
application/json:
schema:
$ref: "#/components/schemas/ClosingReasons"
post:
operationId: createClosingReason
summary: createClosingReason
description: A created Closing Reason is stored for the organization and will be displayed in the library of reasons.
tags:
- Closing Reason
requestBody:
description: closing reason to store
required: true
content:
application/json:
schema:
$ref: "#/components/schemas/ClosingReason"
example:
title: better offer
description: A customer closes the process because he found something better
responses:
201:
description: closing reason is stored successfully in the repository
content:
application/json:
schema:
$ref: "#/components/schemas/ClosingReason"
/v1/workflows/closing-reasons/{reasonId}:
get:
operationId: getClosingReason
summary: getClosingReason
description: Get specific closing reason by id from the organisation.
tags:
- Closing Reason
parameters:
- in: path
name: reasonId
schema:
type: string
required: true
description: uuid to identify the closing reason.
example: -poOAPBa-jFZA_AWV3zN0
responses:
200:
description: Returns the closing reason
content:
application/json:
schema:
$ref: "#/components/schemas/ClosingReason"
example:
id: -poOAPBa-jFZA_AWV3zN0
title: Closing due to example reason
status: "ACTIVE"
lastUpdateTime: "2021-08-04T21:13:50.373Z"
creationTime: "2021-08-04T21:13:50.373Z"
400:
description: Validation Errors
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
404:
description: Closing reason not found
content:
application/json:
schema:
$ref: "#/components/schemas/ClosingReasonNotFoundResp"
401:
description: Authentication Errors
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
500:
description: Other errors
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
patch:
operationId: changeReasonStatus
summary: changeReasonStatus
description: Change the status of a Closing Reason (eg. ACTIVE to INACTIVE).
tags:
- Closing Reason
parameters:
- in: path
name: reasonId
required: true
schema:
type: string
requestBody:
description: change the status of a closing reason
content:
application/json:
schema:
$ref: "#/components/schemas/ChangeReasonStatusReq"
responses:
202:
description: The status change was accepted
400:
description: bad request
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
500:
description: Internal server error
content:
application/json:
schema:
$ref: "#/components/schemas/ErrorResp"
/v1/workflows/definitions/{definitionId}/closing-reasons:
get:
operationId: getWorkflowClosingReasons
summary: getWorkflowClosingReasons
description: Returns all closing reasons defined for the workflow.
parameters:
- in: path
name: definitionId
schema:
type: string
required: true
description: ID of a workflow definition
example: fxcwfw
tags:
- Workflows
responses:
200:
description: Returns the entire catalog of closing reasons for a specific workflow
content:
application/json:
schema:
$ref: "#/components/schemas/ClosingReasonsIds"
patch:
operationId: setWorkflowClosingReasons
summary: setWorkflowClosingReasons
description: Sets which closing reasons are defined for this workflow, based on the entire closing reasons catalog.
tags:
- Workflows
parameters:
- in: path
name: definitionId
schema:
type: string
required: true
description: ID of a workflow definition
example: 7889
requestBody:
description: set all closing reasons for a specific definition
required: true
content:
application/json:
schema:
$ref: "#/components/schemas/ClosingReasonsIds"
responses:
201:
description: closing reasons are set for this workflow
components:
securitySchemes:
BearerAuth:
type: http
scheme: bearer
bearerFormat: JWT
schemas:
# ------------------------- #
# V2 data structures
# ------------------------- #
FlowTemplate:
type: object
properties:
id:
type: string
name:
type: string
description:
type: string
created_at:
type: string
description: ISO String Date & Time
example: "2021-04-27T12:01:13.000Z"
enabled:
type: boolean
description: Whether the workflow is enabled or not
default: true
updated_at:
type: string
description: ISO String Date & Time
example: "2021-04-27T12:01:13.000Z"
due_date:
type: string
example: "2021-04-27T12:00:00.000Z"
dynamic_due_date:
$ref: "#/components/schemas/DueDateConfig"
assigned_to:
type: array
items:
type: string
available_in_ecp:
type: boolean
description: Indicates whether this workflow is available for End Customer Portal or not. By default it's not.
phases:
type: array
items:
$ref: "#/components/schemas/Phase"
tasks:
type: array
items:
$ref: "#/components/schemas/Task"
edges:
type: array
items:
$ref: "#/components/schemas/Edge"
closing_reasons:
type: array
items:
$ref: "#/components/schemas/ClosingReasonId"
update_entity_attributes:
type: array
items:
$ref: "#/components/schemas/UpdateEntityAttributes"
taxonomies:
type: array
items:
type: string
description: Taxonomy ids that are associated with this workflow and used for filtering
required:
- name
- tasks
- edges
FlowTemplatesList:
type: object
properties:
results:
type: array
items:
$ref: "#/components/schemas/FlowTemplate"
required:
- results
FlowTemplateId:
type: string
description: Short unique id (length 8) to identify the Flow Template.
example: 7hj28akg
Task:
anyOf:
- $ref: "#/components/schemas/ManualTask"
- $ref: "#/components/schemas/AutomationTask"
- $ref: "#/components/schemas/DecisionTask"
ManualTask:
allOf:
- $ref: "#/components/schemas/TaskBase"
AutomationTask:
allOf:
- $ref: "#/components/schemas/TaskBase"
- type: object
required:
- automation_config
properties:
automation_config:
type: object
properties:
flow_id:
type: string
description: Id of the configured automation to run
required:
- flow_id
DecisionTask:
allOf:
- $ref: "#/components/schemas/TaskBase"
- type: object
required:
- conditions
properties:
conditions:
type: array
items:
$ref: "#/components/schemas/Condition"
TaskBase:
type: object
properties:
# common fields
id:
type: string
name:
type: string
description:
$ref: "#/components/schemas/StepDescription"
journey:
$ref: '#/components/schemas/StepJourney'
due_date:
type: string
example: "2021-04-27T12:00:00.000Z"
dynamic_due_date:
$ref: "#/components/schemas/DueDateConfig"
requirements:
type: array
description: requirements that need to be fulfilled in order to enable the task while flow instances are running
items:
$ref: "#/components/schemas/EnableRequirement"
assigned_to:
type: array
items:
type: string
ecp:
$ref: "#/components/schemas/ECPDetails"
installer:
$ref: "#/components/schemas/ECPDetails"
taxonomies:
type: array
items:
type: string
description: Taxonomy ids that are associated with this workflow and used for filtering
# new fields
phase_id:
type: string
task_type:
$ref: "#/components/schemas/TaskType"
required:
- id
- name
- task_type
Phase:
type: object
properties:
id:
type: string
name:
type: string
due_date:
type: string
example: "2021-04-27T12:00:00.000Z"
dynamic_due_date:
$ref: "#/components/schemas/DueDateConfig"
assigned_to:
type: array
items:
type: string
taxonomies:
type: array
items:
type: string
description: Taxonomy ids that are associated with this workflow and used for filtering
required:
- id
- name
TaskType:
type: string
enum:
- MANUAL
- AUTOMATION
- DECISION
Edge:
type: object
properties:
id:
type: string
from_id:
type: string
to_id:
type: string
condition_id:
type: string
required:
- id
- from_id
- to_id