Steps
Define and manage individual workflow steps including step types, creation, updates, and mappable field configurations
Get Step Types
GET /v1/steps/types
Get available step types for workflow creation.
Response (200 OK):
[
{
"content": [
{
"id": "forms",
"label": "Forms",
"group": "Function"
},
{
"id": "data-activation",
"label": "Data Activation",
"group": "Function"
},
{
"id": "notifications",
"label": "Notifications",
"group": "Function"
},
{
"id": "integration",
"label": "Integration",
"group": "Function"
},
{
"id": "sign",
"label": "Digital Signature",
"group": "Function"
},
{
"id": "workflows",
"label": "Sub-Workflow",
"group": "Control"
},
{
"id": "task",
"label": "Manual Task",
"group": "Human"
}
]
}
]Create Workflow Step
POST /v1/steps
Create a new workflow step.
Request Body:
Required fields:
- workflowId
- type
- edges
Optional fields:
- description
- version
{
"workflowId": "6c06edfb-1cec-4f41-9c89-96204f1a2cb0",
"type": "forms",
"description": "Patient Registration Form",
"version": 1,
"edges": [
{
"prev": "step-111",
"next": "step-333"
}
]
}Response (201 Created):
{
"id": "9a15edfb-1cec-4f41-9c89-96204f1a2cb1",
"description": "Patient Registration Form",
"type": "forms",
"workflowId": "6c06edfb-1cec-4f41-9c89-96204f1a2cb0",
"version": 1,
"organizationId": "org-123456789",
"userId": "user-987654321",
"createdAt": "2024-01-20T15:30:00.000Z",
"updatedAt": "2024-01-20T15:30:00.000Z",
"configurationStatistics": {
"amountOfAssignees": 0
}
}Get Step by ID
GET /v1/steps/{stepId}
Get details of a specific workflow step.
Path Parameters:
stepId(string, required): Step UUID
Response (200 OK):
{
"id": "9a15edfb-1cec-4f41-9c89-96204f1a2cb1",
"description": "Patient Registration Form",
"type": "forms",
"workflowId": "6c06edfb-1cec-4f41-9c89-96204f1a2cb0",
"version": 1,
"organizationId": "org-123456789",
"userId": "user-987654321",
"stepMetadata": [
{
"id": "6c06edfb-1cec-4f41-9c89-96204f1a2cb0",
"key": "displayName",
"value": "Patient Registration",
"createdAt": "2024-01-20T15:30:00.000Z",
"updatedAt": "2024-01-20T15:30:00.000Z"
}
],
"createdAt": "2024-01-20T15:30:00.000Z",
"updatedAt": "2024-01-20T15:30:00.000Z",
"configurationStatistics": {
"amountOfAssignees": 3
}
}Update Step
PATCH /v1/steps/{stepId}
Update a workflow step's description.
Path Parameters:
stepId(string, required): Step UUID
Request Body:
Required fields:
- description
{
"description": "Enhanced Patient Registration Form"
}Response (200 OK):
{
"id": "9a15edfb-1cec-4f41-9c89-96204f1a2cb1",
"description": "Enhanced Patient Registration Form",
"type": "forms",
"workflowId": "6c06edfb-1cec-4f41-9c89-96204f1a2cb0",
"version": 1,
"organizationId": "org-123456789",
"userId": "user-987654321",
"stepMetadata": [
{
"id": "6c06edfb-1cec-4f41-9c89-96204f1a2cb0",
"key": "displayName",
"value": "Patient Registration",
"createdAt": "2024-01-20T15:30:00.000Z",
"updatedAt": "2024-01-20T15:30:00.000Z"
}
],
"createdAt": "2024-01-20T15:30:00.000Z",
"updatedAt": "2024-01-20T16:00:00.000Z",
"configurationStatistics": {
"amountOfAssignees": 3
}
}Delete Step
DELETE /v1/steps/{stepId}
Delete a workflow step.
Path Parameters:
stepId(string, required): Step UUID
Response (200 OK):
No response body.
Get Step Mappable Fields
GET /v1/steps/{stepId}/mappable-fields
Get available fields that can be mapped from this step to other steps.
Path Parameters:
stepId(string, required): Step UUID
Response (200 OK):
[
{
"id": "source-step-123",
"stepType": "forms",
"label": "Patient Registration Form",
"step": {
"id": "9a15edfb-1cec-4f41-9c89-96204f1a2cb1",
"description": "Patient Registration Form",
"type": "forms",
"workflowId": "6c06edfb-1cec-4f41-9c89-96204f1a2cb0",
"version": 1,
"organizationId": "org-123456789",
"userId": "user-987654321",
"createdAt": "2024-01-20T15:30:00.000Z",
"updatedAt": "2024-01-20T15:30:00.000Z",
"configurationStatistics": {
"amountOfAssignees": 3
}
},
"description": "Patient information collection form",
"fields": [
{
"id": "patient_name",
"label": "Patient Full Name",
"groupId": "personal_info",
"groupLabel": "Personal Information",
"primitiveType": "string",
"complexType": "text",
"entity": {
"id": "patient",
"label": "Patient"
}
},
{
"id": "patient_email",
"label": "Email Address",
"groupId": "contact_info",
"groupLabel": "Contact Information",
"primitiveType": "string",
"complexType": "email",
"entity": {
"id": "patient",
"label": "Patient"
}
},
{
"id": "date_of_birth",
"label": "Date of Birth",
"groupId": "personal_info",
"groupLabel": "Personal Information",
"primitiveType": "date",
"complexType": "date",
"entity": {
"id": "patient",
"label": "Patient"
}
}
],
"attachments": [
{
"originalName": "insurance_card.pdf",
"outputName": "insurance_card_processed.pdf",
"fileType": "application/pdf",
"filePath": "/attachments/insurance_card.pdf"
}
]
}
]Get Step Logic Rules
GET /v1/steps/{stepId}/logic-rules
Get logic rules associated with a workflow step.
Path Parameters:
stepId(string, required): Step UUID
Response (200 OK):
[
{
"id": "6c06edfb-1cec-4f41-9c89-96204f1a2cb0",
"stepId": "9a15edfb-1cec-4f41-9c89-96204f1a2cb1",
"name": "Skip if Emergency",
"type": "SKIP",
"ruleConditions": [
{
"topLevelCondition": "all",
"logicRuleId": "6c06edfb-1cec-4f41-9c89-96204f1a2cb0",
"conditions": [
{
"id": "condition-123",
"section": 1,
"fact": {
"sourceId": "source-step-456",
"sourceForeignFieldId": "emergency_type",
"sourceForeignDataType": "string"
},
"operator": "Equal",
"value": "critical"
}
]
}
],
"stepLogicRule": {
"step": {
"id": "7b24fdc8-3ded-5g52-8d90-85305e2b3db2",
"description": "Emergency Notification Step",
"type": "notification",
"workflowId": "6c06edfb-1cec-4f41-9c89-96204f1a2cb0",
"version": 1,
"organizationId": "org-123456789",
"userId": "user-987654321",
"createdAt": "2024-01-20T09:00:00.000Z",
"updatedAt": "2024-01-20T09:00:00.000Z",
"configurationStatistics": {
"amountOfAssignees": 3
}
}
},
"createdAt": "2024-01-20T14:30:00.000Z",
"updatedAt": "2024-01-20T14:30:00.000Z"
}
]Get Step Datasets
GET /v1/steps/{stepId}/datasets
Get datasets available for a workflow step.
Path Parameters:
stepId(string, required): Step UUID
Response (200 OK):
[
{
"content": [
{
"stepId": "9a15edfb-1cec-4f41-9c89-96204f1a2cb1",
"stepName": "Patient Registration Form",
"datasets": [
{
"id": "patient_dataset",
"label": "Patient"
},
{
"id": "medical_record_dataset",
"label": "Medical Record"
},
{
"id": "insurance_dataset",
"label": "Insurance Information"
}
]
}
]
}
]Get Dataset Entities
GET /v1/steps/{stepId}/datasets/{datasetId}/entities
Get entities within a specific dataset for a workflow step.
Path Parameters:
stepId(string, required): Step UUIDdatasetId(string, required): Dataset UUID
Response (200 OK):
[
{
"content": [
{
"id": "patient_entity",
"label": "Patient",
"fields": [
{
"id": "patient_id",
"type": "string",
"label": "Patient ID"
},
{
"id": "first_name",
"type": "string",
"label": "First Name"
},
{
"id": "last_name",
"type": "string",
"label": "Last Name"
},
{
"id": "date_of_birth",
"type": "date",
"label": "Date of Birth"
},
{
"id": "email",
"type": "string",
"label": "Email Address"
}
]
},
{
"id": "emergency_contact_entity",
"label": "Emergency Contact",
"fields": [
{
"id": "contact_name",
"type": "string",
"label": "Contact Name"
},
{
"id": "contact_phone",
"type": "string",
"label": "Contact Phone"
},
{
"id": "relationship",
"type": "string",
"label": "Relationship"
}
]
}
]
}
]Automap Step
POST /v1/steps/{stepId}/automap
Automatically create field mappings for a workflow step based on available data sources.
Path Parameters:
stepId(string, required): Step UUID
Response (204 No Content):
No response body.
Updated 25 days ago