Tasks (task templates)

Tasks

POST   /actionlist/task

Create a new parent task

Example
curl 'https://myhostname/actionlist/task' \
  -X 'POST' \
  -H 'X-Auth-Token: {token}' \
  -H 'X-Auth-User: {username}' \
  --data-raw 'url-encoded-params'
t Task title
i Task List ID
d Task description (plain-text)
sortOrder Numeric task-execution-sequence for this group of tasks
ii Example image digital asset ID (daid)
y Task type ID; should be set to 2 when creating parent tasks
Output
{
  "checksum": "47b37666a427c2b597c1a26afa79e288",
  "sizeof": 913,
  "status": 200,
  "msg": "",
  "data": {
    "task": {
      "id": 68681,
      "task_type_id": 2,
      "name": "User Details",
      "html_description": "Group of tasks to record user details",
      "expected_duration": "0",
      "lit_id": "",
      "required_input": "",
      "digital_asset_id": 99999991,
      "task_list_id": 6671,
      "is_auto_accepted": "0",
      "status": "ACTIVE",
      "parent_task_id": 0,
      "task_sort_order": 1,
      "parent_task_sort_order": 0,
      "previous_task_id": "0",
      "max_score": "0",
      "tpr_trigger": "IF_NO",
      "collect_addnl_inputs": "CAI_NEVER"
    },
    "task_requirements": [],
    "images": {
      "fullsize_daid": 99999991,
      "fullsize_url": "https:\/\/imgserver\/1623701137.5118_1041.jpg.fullsize.jpg",
      "cdn_id": "2",
      "thumbnail_daid": "99999992",
      "thumbnail_url": "https:\/\/imgserver\/1623701137.5118_1041.jpg.thumbnail.jpg"
    },
    "sections": [],
    "external_integrations": [],
    "task_sort_order": 1,
    "parent_task_sort_order": 0,
    "attachments": []
  },
  "timestamp": 1646291760,
  "datetime": "2022-03-03 07:16:00"
}

PUT   /actionlist/task/{taskId}

Update a parent task

Example
curl 'https://myhostname/actionlist/task/68681' \
  -X 'PUT' \
  -H 'X-Auth-Token: {token}' \
  -H 'X-Auth-User: {username}' \
  --data-raw 'url-encoded-params'
t Task title
i Task List ID
d Task description (plain-text)
sortOrder Numeric task-execution-sequence for this group of tasks
ii Example image digital asset ID (daid)
y Task type ID; should be set to 2 for parent tasks
Output
{
  "checksum": "3fd37dd3da58e2635fbec8b7d659c4ce",
  "sizeof": 916,
  "status": 200,
  "msg": "",
  "data": {
    "task": {
      "id": 68681,
      "task_type_id": 2,
      "name": "User Details v2",
      "html_description": "Group of tasks to record user details",
      "expected_duration": "0",
      "lit_id": "",
      "required_input": "",
      "digital_asset_id": 99999991,
      "task_list_id": 6671,
      "is_auto_accepted": "0",
      "status": "ACTIVE",
      "parent_task_id": 0,
      "task_sort_order": 1,
      "parent_task_sort_order": 0,
      "previous_task_id": "0",
      "max_score": "0",
      "tpr_trigger": "IF_NO",
      "collect_addnl_inputs": "CAI_NEVER"
    },
    "task_requirements": [],
    "images": {
      "fullsize_daid": 99999991,
      "fullsize_url": "https:\/\/imgserve\/1623701137.5118_1041.jpg.fullsize.jpg",
      "cdn_id": "2",
      "thumbnail_daid": "99999992",
      "thumbnail_url": "https:\/\/imgserve\/1623701137.5118_1041.jpg.thumbnail.jpg"
    },
    "sections": [],
    "external_integrations": [],
    "task_sort_order": 1,
    "parent_task_sort_order": 0,
    "attachments": []
  },
  "timestamp": 1646292750,
  "datetime": "2022-03-03 07:32:30"
}

POST   /actionlist/task

Create an Evidence Collection (task template)

Example
curl 'https://myhostname/actionlist/task' \
  -X 'POST' \
  -H 'X-Auth-Token: {token}' \
  -H 'X-Auth-User: {username}' \
  --data-raw 'url-encoded-params'
t Task title
i Task List ID
d Task description (plain-text)
sortOrder Numeric task-execution-sequence
ii Example image digital asset ID (daid)
y Task type ID; should be set to 6 for evidence collection tasks
ptid Parent task ID; set to the parent task ID when creating a child task. Set to 0 when creating a top level task.
aa If 1 actions assigned with this task template will be auto-accepted.
L (optional) Literature ID
tpr_trigger Required if a task needs confirmation evidence. Applicable only to non-Service-on-Demand list types.
Permitted Values:

  • 'IF_NO' : Create a task problem report if the user selects No for confirmation input.
  • 'IF_YES' : Create a task problem report if the user selects Yes for confirmation input.
  • 'NEVER' : Never create a task problem report.
collect_addnl_inputs Required if a task needs confirmation evidence.
Permitted Values:

  • 'CAI_IF_YES' : Require additional inputs if the user selects Yes for confirmation input.
  • 'CAI_IF_NO' : Require additional inputs if the user selects No for confirmation input.
  • 'CAI_ALWAYS' : Always require additional inputs for this task.
  • 'CAI_NEVER' : Never require additional inputs for this task.
requirements An array of requirement objects.

Photo Requirement

requirement_type ‘PHOTO’
required_input {empty string}
required_input_comparison_type ‘ANY’
context_msg Instructions for the user

Numeric Requirement

requirement_type ‘NUMERIC’
required_input Value against which the input will be compared.

  1. Not required for Service On-Demand tasks.
  2. Not required if required_input_comparison_type == 'ANY'
  3. If required_input_comparison_type == 'RANGE', the value should be in this format minval|maxval
required_input_comparison_type Permitted values:

  • 'EQ' : Input must be an exact match for required_input. Not permitted for Service On-Demand tasks.
  • 'GT' : Input must greater than required_input. Not permitted for Service On-Demand tasks.
  • 'GTE' : Input must greater than or equal to required_input. Not permitted for Service On-Demand tasks.
  • 'LT' : Input must less than required_input. Not permitted for Service On-Demand tasks.
  • 'LTE' : Input must less than or equal to required_input. Not permitted for Service On-Demand tasks.
  • 'RANGE' : Input must be between the bounds specified in required_input. Not permitted for Service On-Demand tasks.
  • 'ANY' : No input-matching.
context_msg Instructions for the user

Textual Requirement

requirement_type ‘TEXTUAL’
required_input Value against which the input will be compared.

  1. Not required for Service On-Demand tasks.
  2. Not required if required_input_comparison_type == 'ANY'
required_input_comparison_type Permitted values:

  • 'EQ' : Input must be an exact match for required_input. Not permitted for Service On-Demand tasks.
  • 'ANY' : No input-matching.
context_msg Instructions for the user

QR Scan Requirement

requirement_type ‘REQUIRED_QR’
required_input Value against which the input will be compared.

  1. Not required for Service On-Demand tasks.
  2. Not required if required_input_comparison_type == 'ANY'
required_input_comparison_type Permitted values:

  • 'EQ' : Input must be an exact match for required_input. Not permitted for Service On-Demand tasks.
  • 'ANY' : No input-matching.
context_msg Instructions for the user

Confirmation Requirement

requirement_type ‘CONFIRMATION’
required_input Set to 'CONFIRMATION'
required_input_comparison_type Set to 'ANY'
context_msg Instructions for the user
schedulingChoice Only applicable for non-Service-on-Demand task lists.
Permitted Values:

  • 'ASSIGN_TO_IN_PROG' : Immediately assign the new task if any list assignment is in progress
  • 'ASSIGN_NEXT_SCHED_ITERATION' : This task will only be assigned whenever the task list gets assigned again.
copyAttachmentsFrom Provide a task ID to copy task attachments from
prevVersionTaskId Tasks are immutable. A task-edit is achieved by cloning the current task into a new task with updated values, and then deleting the older task. In such cases, this field should contain the ID of the older task.
Output
{
  "checksum": "3f07d684a57981a3ca306e61975dc996",
  "sizeof": 2349,
  "status": 200,
  "msg": "",
  "data": {
    "task": {
      "id": 68701,
      "task_type_id": 6,
      "name": "User details (2)",
      "html_description": "Please provide user details as per instructions",
      "expected_duration": "0",
      "lit_id": "",
      "required_input": "",
      "digital_asset_id": 99999991,
      "task_list_id": 6671,
      "is_auto_accepted": "0",
      "status": "ACTIVE",
      "parent_task_id": 68681,
      "task_sort_order": 2,
      "parent_task_sort_order": 1,
      "previous_task_id": "0",
      "max_score": "1",
      "tpr_trigger": "IF_NO",
      "collect_addnl_inputs": "CAI_IF_YES"
    },
    "task_requirements": [
      {
        "id": "93571",
        "task_id": "68701",
        "requirement_type": "PHOTO",
        "required_input": "",
        "required_input_comparison_type": "ANY",
        "context_msg": "Upload user photo",
        "timestamp_row_created": "2022-03-03 12:50:49"
      },
      {
        "id": "93581",
        "task_id": "68701",
        "requirement_type": "NUMERIC",
        "required_input": "10",
        "required_input_comparison_type": "GT",
        "context_msg": "User age",
        "timestamp_row_created": "2022-03-03 12:50:49"
      },
      {
        "id": "93591",
        "task_id": "68701",
        "requirement_type": "TEXTUAL",
        "required_input": "",
        "required_input_comparison_type": "ANY",
        "context_msg": "User name",
        "timestamp_row_created": "2022-03-03 12:50:49"
      },
      {
        "id": "93601",
        "task_id": "68701",
        "requirement_type": "CONFIRMATION",
        "required_input": "CONFIRMATION",
        "required_input_comparison_type": "ANY",
        "context_msg": "Are all details provided?",
        "timestamp_row_created": "2022-03-03 12:50:49"
      },
      {
        "id": "93611",
        "task_id": "68701",
        "requirement_type": "REQUIRED_QR",
        "required_input": "1234",
        "required_input_comparison_type": "EQ",
        "context_msg": "Scan the user ID",
        "timestamp_row_created": "2022-03-03 12:50:49"
      },
      {
        "id": "93621",
        "task_id": "68701",
        "requirement_type": "DOC_FILE",
        "required_input": "",
        "required_input_comparison_type": "ANY",
        "context_msg": "User documents",
        "timestamp_row_created": "2022-03-03 12:50:49"
      },
      {
        "id": "93631",
        "task_id": "68701",
        "requirement_type": "DOC_LINK",
        "required_input": "",
        "required_input_comparison_type": "ANY",
        "context_msg": "User intro video",
        "timestamp_row_created": "2022-03-03 12:50:49"
      }
    ],
    "images": {
      "fullsize_daid": 99999991,
      "fullsize_url": "https:\/\/imgserve\/1623701137.5118_1041.jpg.fullsize.jpg",
      "cdn_id": "2",
      "thumbnail_daid": "99999992",
      "thumbnail_url": "https:\/\/imgserve\/1623701137.5118_1041.jpg.thumbnail.jpg"
    },
    "sections": [],
    "external_integrations": [],
    "task_sort_order": 2,
    "parent_task_sort_order": 1,
    "attachments": []
  },
  "timestamp": 1646311849,
  "datetime": "2022-03-03 12:50:49"
}

POST   /actionlist/task

Create a Multiple Choice Single Selection task (task template)

Example
curl 'https://myhostname/actionlist/task' \
  -X 'POST' \
  -H 'X-Auth-Token: {token}' \
  -H 'X-Auth-User: {username}' \
  --data-raw 'url-encoded-params'
t Task title
i Task List ID
d Task description (plain-text)
sortOrder Numeric task-execution-sequence
ii Example image digital asset ID (daid)
y Task type ID; should be set to 7 for this task type
ptid Parent task ID; set to the parent task ID when creating a child task. Set to 0 when creating a top level task.
L (optional) Literature ID
requirements An array containing 1 requirement object as below.

requirement_type ‘MULTI_CHOICE_SEL_1’
required_input Value against which the input will be compared.

  1. Not required for Service On-Demand tasks.
  2. Not required if required_input_comparison_type == 'ANY'
  3. If required_input_comparison_type == 'RANGE', the value should be in this format minval|maxval
required_input_comparison_type Permitted values:

  • 'EQ' : Input must be an exact match for required_input. Not permitted for Service On-Demand tasks.
  • 'GT' : Input must greater than required_input. Not permitted for Service On-Demand tasks.
  • 'GTE' : Input must greater than or equal to required_input. Not permitted for Service On-Demand tasks.
  • 'LT' : Input must less than required_input. Not permitted for Service On-Demand tasks.
  • 'LTE' : Input must less than or equal to required_input. Not permitted for Service On-Demand tasks.
  • 'RANGE' : Input must be between the bounds specified in required_input. Not permitted for Service On-Demand tasks.
  • 'ANY' : No input-matching.
choices An array of choice objects.

Example:

displayText Display label
score Score allocated for the choice
sortOrder Display sort order for the choice

Additionally, the choices array may contain one object to represent an “Other” choice, and optionally, if this is selected the user can provide any additional feedback.

Example:

displayText Display label
score Score allocated for the ‘Other’ choice
sortOrder Display sort order for the ‘Other’ choice; this value is ignored. The Other choice is always displayed last.
is_other true
needs_text_inp true
schedulingChoice Only applicable for non-Service-on-Demand task lists.
Permitted Values:

  • 'ASSIGN_TO_IN_PROG' : Immediately assign the new task if any list assignment is in progress
  • 'ASSIGN_NEXT_SCHED_ITERATION' : This task will only be assigned whenever the task list gets assigned again.
copyAttachmentsFrom Provide a task ID to copy task attachments from
prevVersionTaskId Tasks are immutable. A task-edit is achieved by cloning the current task into a new task with updated values, and then deleting the older task. In such cases, this field should contain the ID of the older task.
Output
{
  "checksum": "3a1848810b0ede4933e10fad9ce412d3",
  "sizeof": 2460,
  "status": 200,
  "msg": "",
  "data": {
    "task": {
      "id": 68721,
      "task_type_id": 7,
      "name": "Rate our services",
      "html_description": "Please provide a rating",
      "expected_duration": "0",
      "lit_id": "",
      "required_input": "",
      "digital_asset_id": 99999991,
      "task_list_id": 6671,
      "is_auto_accepted": "0",
      "status": "ACTIVE",
      "parent_task_id": 0,
      "task_sort_order": 3,
      "parent_task_sort_order": 0,
      "previous_task_id": "0",
      "max_score": "50",
      "tpr_trigger": "IF_NO",
      "collect_addnl_inputs": "CAI_NEVER"
    },
    "task_requirements": [
      {
        "id": "93651",
        "task_id": "68721",
        "requirement_type": "MULTI_CHOICE_SEL_1",
        "required_input": "10|100",
        "required_input_comparison_type": "RANGE",
        "context_msg": null,
        "timestamp_row_created": "2022-03-03 14:16:40",
        "choices": [
          {
            "id": "46341",
            "task_id": "68721",
            "task_input_requirement_id": "93651",
            "sort_order": "1",
            "score": "0",
            "status": "ACTIVE",
            "display_text": "Poor",
            "timestamp_row_added": "2022-03-03 14:16:40",
            "is_other_val": "0",
            "needs_text_inp_val": "0",
            "is_other": false,
            "needs_text_inp": false
          },
          {
            "id": "46351",
            "task_id": "68721",
            "task_input_requirement_id": "93651",
            "sort_order": "2",
            "score": "9",
            "status": "ACTIVE",
            "display_text": "Average",
            "timestamp_row_added": "2022-03-03 14:16:40",
            "is_other_val": "0",
            "needs_text_inp_val": "0",
            "is_other": false,
            "needs_text_inp": false
          },
          {
            "id": "46361",
            "task_id": "68721",
            "task_input_requirement_id": "93651",
            "sort_order": "3",
            "score": "20",
            "status": "ACTIVE",
            "display_text": "Good",
            "timestamp_row_added": "2022-03-03 14:16:40",
            "is_other_val": "0",
            "needs_text_inp_val": "0",
            "is_other": false,
            "needs_text_inp": false
          },
          {
            "id": "46371",
            "task_id": "68721",
            "task_input_requirement_id": "93651",
            "sort_order": "4",
            "score": "50",
            "status": "ACTIVE",
            "display_text": "Excellent",
            "timestamp_row_added": "2022-03-03 14:16:40",
            "is_other_val": "0",
            "needs_text_inp_val": "0",
            "is_other": false,
            "needs_text_inp": false
          },
          {
            "id": "46381",
            "task_id": "68721",
            "task_input_requirement_id": "93651",
            "sort_order": "5",
            "score": "5",
            "status": "ACTIVE",
            "display_text": "Other",
            "timestamp_row_added": "2022-03-03 14:16:40",
            "is_other_val": "1",
            "needs_text_inp_val": "1",
            "is_other": true,
            "needs_text_inp": true
          }
        ]
      }
    ],
    "images": {
      "fullsize_daid": 99999991,
      "fullsize_url": "https:\/\/imgserve\/1623701137.5118_1041.jpg.fullsize.jpg",
      "cdn_id": "2",
      "thumbnail_daid": "99999992",
      "thumbnail_url": "https:\/\/imgserve\/1623701137.5118_1041.jpg.thumbnail.jpg"
    },
    "sections": [],
    "external_integrations": [],
    "task_sort_order": 3,
    "parent_task_sort_order": 0,
    "attachments": []
  },
  "timestamp": 1646317000,
  "datetime": "2022-03-03 14:16:40"
}

DELETE   /actionlist/task{taskId}

Delete a task (task template)

Example
curl 'https://myhostname/actionlist/task/68711' \
  -X 'DELETE' \
  -H 'X-Auth-Token: {token}' \
  -H 'X-Auth-User: {username}' \
  --data-raw 'deleteUnstartedInstances=false' \
deleteUnstartedInstances (optional) If true, any un-started assignments of this task, with future due dates will be deleted.
Output
{
  "checksum": "75465262ce21c37a73408dceca23353b",
  "sizeof": 445,
  "status": 200,
  "msg": "",
  "data": {
    "id": "68711",
    "task_type_id": "7",
    "name": "Rate the services",
    "html_description": "Please provide a rating",
    "expected_duration": "0",
    "lit_id": "",
    "required_input": "",
    "digital_asset_id": "99999991",
    "task_list_id": "6671",
    "is_auto_accepted": "0",
    "status": "INACTIVE",
    "parent_task_id": "0",
    "task_sort_order": "2",
    "parent_task_sort_order": "0",
    "previous_task_id": "0",
    "max_score": "50",
    "tpr_trigger": "IF_NO",
    "collect_addnl_inputs": "CAI_NEVER",
    "orig_task_id": null
  },
  "timestamp": 1646317362,
  "datetime": "2022-03-03 14:22:42"
}

GET   /actionlist/taskReadAll/{taskListId}

Get all tasks under a task list template

Example
curl 'https://myhostname/actionlist/taskReadAll/6671' \
  -X 'GET' \
  -H 'X-Auth-Token: {token}' \
  -H 'X-Auth-User: {username}'
Output
{
  "checksum": "705c2180522d673935ef6cc7c8aef815",
  "sizeof": 10951,
  "status": 200,
  "msg": "",
  "data": [
    {
      "task": {
        "id": 68681,
        "task_type_id": 2,
        "name": "User Details v2",
        "html_description": "Group of tasks to record user details",
        "expected_duration": "0",
        "lit_id": "",
        "required_input": "",
        "digital_asset_id": 99999991,
        "task_list_id": 6671,
        "is_auto_accepted": "0",
        "status": "ACTIVE",
        "parent_task_id": 0,
        "task_sort_order": 2,
        "parent_task_sort_order": 0,
        "previous_task_id": "0",
        "max_score": "0",
        "tpr_trigger": "IF_NO",
        "collect_addnl_inputs": "CAI_NEVER",
        "orig_task_id": null
      },
      "task_requirements": [],
      "images": {
        "fullsize_daid": 99999991,
        "fullsize_url": "https:\/\/0a60a44099492299f6fa-33eb74d6f9c1f37db0e9ee11e80ac304.ssl.cf2.rackcdn.com\/1623701137.5118_1041.jpg.fullsize.jpg",
        "cdn_id": "2",
        "thumbnail_daid": "99999992",
        "thumbnail_url": "https:\/\/0a60a44099492299f6fa-33eb74d6f9c1f37db0e9ee11e80ac304.ssl.cf2.rackcdn.com\/1623701137.5118_1041.jpg.thumbnail.jpg"
      },
      "sections": [],
      "external_integrations": [],
      "task_sort_order": 2,
      "parent_task_sort_order": 0,
      "attachments": [],
      "complete_sort_order_str": "2",
      "complete_sort_order_num": 2
    },
    {
      "task": {
        "id": 68691,
        "task_type_id": 6,
        "name": "User details",
        "html_description": "Please provide user details as per instructions",
        "expected_duration": "0",
        "lit_id": "",
        "required_input": "",
        "digital_asset_id": 99999991,
        "task_list_id": 6671,
        "is_auto_accepted": "0",
        "status": "ACTIVE",
        "parent_task_id": 68681,
        "task_sort_order": 2,
        "parent_task_sort_order": 2,
        "previous_task_id": "0",
        "max_score": "1",
        "tpr_trigger": "IF_NO",
        "collect_addnl_inputs": "CAI_IF_YES",
        "orig_task_id": null
      },
      "task_requirements": [
        {
          "id": "93501",
          "task_id": "68691",
          "requirement_type": "PHOTO",
          "required_input": "",
          "required_input_comparison_type": "ANY",
          "context_msg": "Upload user photo",
          "timestamp_row_created": "2022-03-03 09:49:51"
        },
        {
          "id": "93511",
          "task_id": "68691",
          "requirement_type": "NUMERIC",
          "required_input": "10",
          "required_input_comparison_type": "GT",
          "context_msg": "User age",
          "timestamp_row_created": "2022-03-03 09:49:51"
        },
        {
          "id": "93521",
          "task_id": "68691",
          "requirement_type": "TEXTUAL",
          "required_input": "",
          "required_input_comparison_type": "ANY",
          "context_msg": "User name",
          "timestamp_row_created": "2022-03-03 09:49:51"
        },
        {
          "id": "93531",
          "task_id": "68691",
          "requirement_type": "CONFIRMATION",
          "required_input": "CONFIRMATION",
          "required_input_comparison_type": "ANY",
          "context_msg": "Are all details provided?",
          "timestamp_row_created": "2022-03-03 09:49:51"
        },
        {
          "id": "93541",
          "task_id": "68691",
          "requirement_type": "REQUIRED_QR",
          "required_input": "1234",
          "required_input_comparison_type": "EQ",
          "context_msg": "Scan the user ID",
          "timestamp_row_created": "2022-03-03 09:49:51"
        },
        {
          "id": "93551",
          "task_id": "68691",
          "requirement_type": "DOC_FILE",
          "required_input": "",
          "required_input_comparison_type": "ANY",
          "context_msg": "User documents",
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