Create an orchestration stage
post
/crmRestApi/resources/11.13.18.05/orchestrations/{OrchestrationNumber}/child/Stages
Request
Path Parameters
-
OrchestrationNumber(required): string
The value of this parameter could be a hash of the key that is used to uniquely identify the resource item. The client should not generate the hash key value. Instead, the client should query on the collection resource with a filter to navigate to a specific resource item. For example: products?q=InventoryItemId=
Header Parameters
-
Metadata-Context: string
If the REST API supports runtime customizations, the shape of the service may change during runtime. The REST client may isolate itself from these changes or choose to interact with the latest version of the API by specifying this header. For example: Metadata-Context:sandbox="TrackEmployeeFeature".
-
REST-Framework-Version: string
The protocol version between a REST client and service. If the client does not specify this header in the request the server will pick a default version for the API.
-
Upsert-Mode: string
Contains one of the following values: true or false. If true, the server performs an Upsert operation instead of a Create operation. During an Upsert operation, the server attempts to find an existing resource that matches the payload. If a match is found, the server updates the existing resource instead of creating a new one. If not found or false (default), the server performs a Create operation. Note that the Upsert operation isn't supported for date-effective REST resources.
Supported Media Types
- application/json
Root Schema : schema
Type:
Show Source
object-
ContainErrorsFlag: boolean
Title:
Contain ErrorsMaximum Length:1Indicates whether the orchestration stage contains any validation errors. -
DisplaySequence(required): integer
(int32)
Title:
Display SequenceThe order of the orchestration stages in the orchestration administrator run time user interfaces. -
OrchestrationId(required): integer
(int64)
Title:
Orchestration IDThe unique identifier of the orchestration. -
OrchestrationStageId: integer
(int64)
Title:
Orchestration Stage IDThe unique identifier of the orchestration stage object. -
OrchestrationStageNumber: string
Title:
Orchestration Stage NumberMaximum Length:64The public unique identifier of the orchestration stage object. -
StageDescription: string
Title:
Objective DescriptionMaximum Length:2000The description text of the orchestration stage object. -
StageName(required): string
Title:
Stage NameMaximum Length:100The name of the orchestration stage. -
StageObjectives: array
Stage Objectives
Title:
Stage ObjectivesThe stage objectives resource is used to view, create, update, and delete a stage objective. It's a free form of goals to achieve in a particular stage. -
StepObjectivesAssociations: array
Step Objective Associations
Title:
Step Objective AssociationsThe step objective associations resource is used to view, create, update, and delete a step objective association. It's the objective of performing a step. One step can be mapped to multiple objectives. -
Steps: array
Steps
Title:
StepsThe steps resource is used to view, create, update, and delete a step. Steps are individual action items such as execute a smart action, send an email, make a phone call, and so on. -
StepTasks: array
Step Tasks
Title:
Step TasksStep tasks contains the list of tasks and their related information for a given step.
Nested Schema : Stage Objectives
Type:
arrayTitle:
Stage ObjectivesThe stage objectives resource is used to view, create, update, and delete a stage objective. It's a free form of goals to achieve in a particular stage.
Show Source
Nested Schema : Step Objective Associations
Type:
arrayTitle:
Step Objective AssociationsThe step objective associations resource is used to view, create, update, and delete a step objective association. It's the objective of performing a step. One step can be mapped to multiple objectives.
Show Source
Nested Schema : Steps
Type:
arrayTitle:
StepsThe steps resource is used to view, create, update, and delete a step. Steps are individual action items such as execute a smart action, send an email, make a phone call, and so on.
Show Source
Nested Schema : Step Tasks
Type:
arrayTitle:
Step TasksStep tasks contains the list of tasks and their related information for a given step.
Show Source
Nested Schema : orchestrations-Stages-StageObjectives-item-post-request
Type:
Show Source
object-
DisplaySequence: integer
(int32)
Title:
Display SequenceThe order of the objectives in the orchestration administrator runtime user interface. -
ObjectiveDescription: string
Title:
Objective DescriptionMaximum Length:2000The description text of the orchestration stage objective object. -
ObjectiveName: string
Title:
Objective NameMaximum Length:100The name of the orchestration stage objective object. -
ObjectiveStatus: string
Title:
Objective StatusMaximum Length:30The status of the objective. Possible values are NEW or MAPPED. -
OrchestrationStageId: integer
(int64)
Title:
Orchestration Stage IDThe unique identifier of the orchestrations stage object. -
StageObjectiveId: integer
(int64)
Title:
Stage Objective IDThe unique identifier of the Orchestration stage objective object. -
StageObjectiveNumber: string
Title:
Stage Objective NumberMaximum Length:64The public unique identifier of the orchestration stage objective object.
Nested Schema : schema
Type:
Show Source
object-
OrchestrationStageId: integer
(int64)
Title:
Orchestration Stage IDThe unique identifier of the orchestration stage object. -
OrchestrationStageObjectiveId: integer
Title:
Stage Objective IDThe unique identifier of the Orchestration stage objective object. -
OrchestrationStepId: integer
Title:
Orchestration Step IDThe unique identifier of the orchestration steps object. -
OrchestrationStepNumber: string
Title:
Orchestration Step NumberMaximum Length:64The public unique identifier of the orchestration steps object. -
StageObjectiveNumber: string
Title:
Stage Objective NumberMaximum Length:64The public unique identifier of the orchestration stage objective object. -
StepObjectiveAssocId: integer
(int64)
Title:
Step Objective Association IDThe unique identifier of the orchestration step objectives association object. -
StepObjectiveAssocNumber: string
Title:
Step Objective Association NumberMaximum Length:64The public unique identifier of the orchestration step objectives association object.
Nested Schema : schema
Type:
Show Source
object-
ActivityTemplateId: integer
(int64)
Title:
Activity Template IDThe identifier for the Task and Appointment templates. -
AllowSkipFlag: boolean
Title:
Allow Step SkippingMaximum Length:1Default Value:trueIndicates whether or not to show skip or thumbs down icon in the guidance primary or secondary banner. -
DaysToWait: integer
(int32)
Title:
Days to WaitDefault Value:0Specifies the number of days to wait. -
DisplaySequence(required): integer
Title:
Display SequenceThe order of the steps in the orchestration administrator runtime UIs. -
EmailContactsFilterCriteria: string
(byte)
Title:
Email Contacts Filter CriteriaThe criteria expression to filter the email contacts. -
EmailContsObjectCd: string
Title:
Email Contact Filter ObjectMaximum Length:1000Specifies the object,emailField and dneField names on which the email contacts criteria is built. -
EmailTemplateId: integer
(int64)
Title:
Email Template IDThe unique identifier of the email template that will be defaulted at run time. -
EvaluateOnMarkCompleteFlag: boolean
Title:
Evaluate on Marked as CompletedMaximum Length:1Default Value:falseIndicates whether or not to evaluate the success criteria when a task or an appointment is marked as complete. -
ExecutionMethod(required): string
Title:
Execution MethodMaximum Length:30The execution type for the orchestration step. The possible values are Manual and Automatic. -
ExitOrchestrationFlag: boolean
Title:
Exit OrchestrationMaximum Length:1Flag that indicates whether or not to exit the orchestration when a stop step occurs. -
FailureStepId: integer
(int64)
Title:
Failure Step IDThe unique identifier of the next step if the current step fails. -
FailureStepNumber: string
Title:
Orchestration Step NumberMaximum Length:64The public unique identifier of the orchestration steps object. -
FieldUpdateJson: string
(byte)
Title:
Field Update JSONThe JSON structure containing the list of fields to update on source object. -
GracePeriod: integer
Title:
Grace PeriodSpecifies the number of hours to wait before treating the Step as failed. This is applicable only for manual steps. -
HoursToWait: integer
Title:
Hours to WaitDefault Value:0The number of hours to wait. -
IATemplateValue: string
Title:
IA Template ValueMaximum Length:100The name of the intelligent advisor guide template. -
NextStageValue: string
Title:
Next Stage ValueMaximum Length:100The value of the Stage to which you need to progress. -
OrchestrationStageId(required): integer
(int64)
Title:
Orchestration Stage IDThe unique identifier of the orchestrations stage object. -
OrchestrationStepId: integer
(int64)
Title:
Orchestration Step IDThe unique identifier of the orchestration steps object. -
OrchestrationStepName(required): string
Title:
Orchestration Step NameMaximum Length:100The name of orchestration step. -
OrchestrationStepNumber: string
Title:
Orchestration Step NumberMaximum Length:64The public unique identifier of the orchestration steps object. -
PreStepCondition: string
(byte)
Title:
Prestep ConditionThe condition that gets executed prior to executing the orchestration step. -
SMARTActionId: integer
(int64)
Title:
Smart Action IDThe unique identifier of the smart action. -
StepObjectivesAssociations: array
Step Objective Associations
Title:
Step Objective AssociationsThe step objective associations resource is used to view, create, update, and delete a step objective association. It's the objective of performing a step. One step can be mapped to multiple objectives. -
StepSuggestionText: string
Title:
Step Suggestion TextMaximum Length:2000The suggestion text of the orchestration step. -
StepTasks: array
Step Tasks
Title:
Step TasksStep tasks contains the list of tasks and their related information for a given step. -
StepTemplateId: integer
(int64)
Title:
Step Template IDThe unique identifier of the step template. -
StepType(required): string
Title:
Step TypeMaximum Length:30Step Type -
SuccessCriteria: string
(byte)
Title:
Success CriteriaThe criteria used to identify whether a step is successful. -
SuccessStepId: integer
(int64)
Title:
Success Step IDThe unique identifier of the next step if current step succeeds. -
SuccessStepNumber: string
Title:
Orchestration Step NumberMaximum Length:64The public unique identifier of the orchestration steps object. -
WaitForRepliesFlag: boolean
Title:
Wait for Replies FlagMaximum Length:1Default Value:falseIndicates whether the step has to wait for replies.
Nested Schema : Step Objective Associations
Type:
arrayTitle:
Step Objective AssociationsThe step objective associations resource is used to view, create, update, and delete a step objective association. It's the objective of performing a step. One step can be mapped to multiple objectives.
Show Source
Nested Schema : Step Tasks
Type:
arrayTitle:
Step TasksStep tasks contains the list of tasks and their related information for a given step.
Show Source
Nested Schema : schema
Type:
Show Source
object-
OrchestrationStageId: integer
(int64)
Title:
Orchestration Stage IDThe unique identifier of the orchestration stage object. -
OrchestrationStageObjectiveId: integer
Title:
Stage Objective IDThe unique identifier of the Orchestration stage objective object. -
OrchestrationStepId: integer
Title:
Orchestration Step IDThe unique identifier of the orchestration steps object. -
OrchestrationStepNumber: string
Title:
Orchestration Step NumberMaximum Length:64The public unique identifier of the orchestration steps object. -
StageObjectiveNumber: string
Title:
Stage Objective NumberMaximum Length:64The public unique identifier of the orchestration stage objective object. -
StepObjectiveAssocId: integer
(int64)
Title:
Step Objective Association IDThe unique identifier of the orchestration step objectives association object. -
StepObjectiveAssocNumber: string
Title:
Step Objective Association NumberMaximum Length:64The public unique identifier of the orchestration step objectives association object.
Nested Schema : orchestrations-Stages-Steps-StepTasks-item-post-request
Type:
Show Source
object-
ActivityId: integer
(int64)
Title:
Activity IDThe unique identifier of the activity ID. -
ActivityTemplateId: integer
(int64)
Title:
Activity Template IDThe identifier for the Task and Appointment templates. -
AllowSkipFlag: boolean
Title:
Allow Step SkippingMaximum Length:1Default Value:trueIndicates whether or not to show skip or thumbs down icon in the guidance primary or secondary banner. -
AssignedTo: string
Title:
Assigned ToMaximum Length:30Default Value:OWNERIndicates to whom the activity should be assigned to when it's generated. Possible values are OWNER, TEAM MEMBER, and CUSTOM CONDITION. -
AssignedToRule: string
(byte)
Title:
Assigned to RuleThe rule when AssignedTo is specified as CUSTOM_CONDITION. -
DisplaySequence: integer
(int32)
Title:
Display SequenceThe order of the steps in the orchestration administrator runtime UIs. -
EmailTemplateId: integer
(int64)
Title:
Email Template IDThe unique identifier of the email template that will be defaulted at run time. -
EvaluateOnMarkCompleteFlag: boolean
Title:
Evaluate on Marked as CompletedMaximum Length:1Default Value:falseIndicates whether or not to evaluate the success criteria when a task or an appointment is marked as complete. -
FieldUpdateJson: string
(byte)
Title:
Field Update JSONThe JSON structure containing the list of fields to update on source object. -
GracePeriod: integer
Title:
Grace PeriodSpecifies the number of hours to wait before treating the Step as failed. This is applicable only for manual steps. -
IATemplateValue: string
Title:
IA Template ValueMaximum Length:100The name of the intelligent advisor guide template. -
OrchestrationStageId: integer
(int64)
Title:
Orchestration Stage IDThe unique identifier of the orchestrations stage object. -
OrchestrationStepId: integer
(int64)
Title:
Orchestration Step IDThe unique identifier of the orchestration steps object. -
OrchestrationStepNumber: string
Title:
Orchestration Step NumberMaximum Length:64The public unique identifier of the orchestration steps object. -
SMARTActionId: integer
(int64)
Title:
Smart Action IDThe unique identifier of the smart action. -
StepTasksId: integer
(int64)
Title:
Orchestration Step Tasks IDThe unique identifier of the orchestration step tasks object. -
StepTasksNumber: string
Title:
Orchestration Step Tasks NumberMaximum Length:64The public unique identifier of the orchestration step tasks object. -
StepTemplateId: integer
(int64)
Title:
Step Template IDThe unique identifier of the step template. -
WaitForRepliesFlag: boolean
Title:
Wait for Replies FlagMaximum Length:1Default Value:falseIndicates whether the step has to wait for replies.
Nested Schema : orchestrations-Stages-StepTasks-item-post-request
Type:
Show Source
object-
ActivityId: integer
(int64)
Title:
Activity IDThe unique identifier of the activity ID. -
ActivityTemplateId: integer
(int64)
Title:
Activity Template IDThe identifier for the Task and Appointment templates. -
AllowSkipFlag: boolean
Title:
Allow Step SkippingMaximum Length:1Default Value:trueIndicates whether or not to show skip or thumbs down icon in the guidance primary or secondary banner. -
AssignedTo: string
Title:
Assigned ToMaximum Length:30Default Value:OWNERIndicates to whom the activity should be assigned to when it's generated. Possible values are OWNER, TEAM MEMBER, and CUSTOM CONDITION. -
AssignedToRule: string
(byte)
Title:
Assigned to RuleThe rule when AssignedTo is specified as CUSTOM_CONDITION. -
DisplaySequence: integer
(int32)
Title:
Display SequenceThe order of the steps in the orchestration administrator runtime UIs. -
EmailTemplateId: integer
(int64)
Title:
Email Template IDThe unique identifier of the email template that will be defaulted at run time. -
EvaluateOnMarkCompleteFlag: boolean
Title:
Evaluate on Marked as CompletedMaximum Length:1Default Value:falseIndicates whether or not to evaluate the success criteria when a task or an appointment is marked as complete. -
FieldUpdateJson: string
(byte)
Title:
Field Update JSONThe JSON structure containing the list of fields to update on source object. -
GracePeriod: integer
Title:
Grace PeriodSpecifies the number of hours to wait before treating the Step as failed. This is applicable only for manual steps. -
IATemplateValue: string
Title:
IA Template ValueMaximum Length:100The name of the intelligent advisor guide template. -
OrchestrationStageId: integer
(int64)
Title:
Orchestration Stage IDThe unique identifier of the orchestrations stage object. -
OrchestrationStepId: integer
(int64)
Title:
Orchestration Step IDThe unique identifier of the orchestration steps object. -
OrchestrationStepNumber: string
Title:
Orchestration Step NumberMaximum Length:64The public unique identifier of the orchestration steps object. -
SMARTActionId: integer
(int64)
Title:
Smart Action IDThe unique identifier of the smart action. -
StepTasksId: integer
(int64)
Title:
Orchestration Step Tasks IDThe unique identifier of the orchestration step tasks object. -
StepTasksNumber: string
Title:
Orchestration Step Tasks NumberMaximum Length:64The public unique identifier of the orchestration step tasks object. -
StepTemplateId: integer
(int64)
Title:
Step Template IDThe unique identifier of the step template. -
WaitForRepliesFlag: boolean
Title:
Wait for Replies FlagMaximum Length:1Default Value:falseIndicates whether the step has to wait for replies.
Response
Supported Media Types
- application/json
Default Response
The following table describes the default response for this task.
Headers
-
Metadata-Context:
If the REST API supports runtime customizations, the shape of the service may change during runtime. The REST client may isolate itself from these changes or choose to interact with the latest version of the API by specifying this header. For example: Metadata-Context:sandbox="TrackEmployeeFeature".
-
REST-Framework-Version:
The protocol version between a REST client and service. If the client does not specify this header in the request the server will pick a default version for the API.
Root Schema : orchestrations-Stages-item-response
Type:
Show Source
object-
ContainErrorsFlag: boolean
Title:
Contain ErrorsMaximum Length:1Indicates whether the orchestration stage contains any validation errors. -
CreatedBy: string
Title:
Created ByRead Only:trueMaximum Length:64The user who created the row. -
CreationDate: string
(date-time)
Title:
Creation DateRead Only:trueThe date and time when the row was created. -
DisplaySequence: integer
(int32)
Title:
Display SequenceThe order of the orchestration stages in the orchestration administrator run time user interfaces. -
LastUpdateDate: string
(date-time)
Title:
Last Updated DateRead Only:trueThe date and time when the row was last updated. -
LastUpdatedBy: string
Title:
Last Updated ByRead Only:trueMaximum Length:64The user who last updated the row. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
OrchestrationId: integer
(int64)
Title:
Orchestration IDThe unique identifier of the orchestration. -
OrchestrationName: string
Title:
Orchestration NameRead Only:trueMaximum Length:100The name of the orchestration. -
OrchestrationNumber: string
Title:
Orchestration NumberRead Only:trueMaximum Length:64The public unique identifier of the orchestration. -
OrchestrationStageId: integer
(int64)
Title:
Orchestration Stage IDThe unique identifier of the orchestration stage object. -
OrchestrationStageNumber: string
Title:
Orchestration Stage NumberMaximum Length:64The public unique identifier of the orchestration stage object. -
StageDescription: string
Title:
Objective DescriptionMaximum Length:2000The description text of the orchestration stage object. -
StageName: string
Title:
Stage NameMaximum Length:100The name of the orchestration stage. -
StageObjectives: array
Stage Objectives
Title:
Stage ObjectivesThe stage objectives resource is used to view, create, update, and delete a stage objective. It's a free form of goals to achieve in a particular stage. -
StepObjectivesAssociations: array
Step Objective Associations
Title:
Step Objective AssociationsThe step objective associations resource is used to view, create, update, and delete a step objective association. It's the objective of performing a step. One step can be mapped to multiple objectives. -
Steps: array
Steps
Title:
StepsThe steps resource is used to view, create, update, and delete a step. Steps are individual action items such as execute a smart action, send an email, make a phone call, and so on. -
StepTasks: array
Step Tasks
Title:
Step TasksStep tasks contains the list of tasks and their related information for a given step.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Nested Schema : Stage Objectives
Type:
arrayTitle:
Stage ObjectivesThe stage objectives resource is used to view, create, update, and delete a stage objective. It's a free form of goals to achieve in a particular stage.
Show Source
Nested Schema : Step Objective Associations
Type:
arrayTitle:
Step Objective AssociationsThe step objective associations resource is used to view, create, update, and delete a step objective association. It's the objective of performing a step. One step can be mapped to multiple objectives.
Show Source
Nested Schema : Steps
Type:
arrayTitle:
StepsThe steps resource is used to view, create, update, and delete a step. Steps are individual action items such as execute a smart action, send an email, make a phone call, and so on.
Show Source
Nested Schema : Step Tasks
Type:
arrayTitle:
Step TasksStep tasks contains the list of tasks and their related information for a given step.
Show Source
Nested Schema : link
Type:
Show Source
object-
href: string
Title:
hyperlink referenceThe URI to the related resource. -
kind: string
Title:
kindAllowed Values:[ "collection", "item", "describe", "other" ]The kind of the related resource. -
name: string
Title:
nameThe name of the link to the related resource. -
properties: object
properties
-
rel: string
Title:
relationAllowed Values:[ "self", "lov", "parent", "canonical", "child", "enclosure", "action", "custom" ]The name of the relation to the resource instance. Example: self.
Nested Schema : properties
Type:
Show Source
object-
changeIndicator: string
Change indicator or the ETag value of the resource instance.
Nested Schema : orchestrations-Stages-StageObjectives-item-response
Type:
Show Source
object-
CreatedBy: string
Title:
Created ByRead Only:trueMaximum Length:64The user who created the row. -
CreationDate: string
(date-time)
Title:
Creation DateRead Only:trueThe date and time when the row was created. -
DisplaySequence: integer
(int32)
Title:
Display SequenceThe order of the objectives in the orchestration administrator runtime user interface. -
LastUpdateDate: string
(date-time)
Title:
Last Updated DateRead Only:trueThe date and time when the row was last updated. -
LastUpdatedBy: string
Title:
Last Updated ByRead Only:trueMaximum Length:64The user who last updated the row. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
ObjectiveDescription: string
Title:
Objective DescriptionMaximum Length:2000The description text of the orchestration stage objective object. -
ObjectiveName: string
Title:
Objective NameMaximum Length:100The name of the orchestration stage objective object. -
ObjectiveStatus: string
Title:
Objective StatusMaximum Length:30The status of the objective. Possible values are NEW or MAPPED. -
OrchestrationStageId: integer
(int64)
Title:
Orchestration Stage IDThe unique identifier of the orchestrations stage object. -
OrchestrationStageName: string
Title:
Stage NameRead Only:trueMaximum Length:100The name of the orchestration stage. -
OrchestrationStageNumber: string
Title:
Orchestration Stage NumberRead Only:trueMaximum Length:64The public unique identifier of the orchestration stage object. -
StageObjectiveId: integer
(int64)
Title:
Stage Objective IDThe unique identifier of the Orchestration stage objective object. -
StageObjectiveNumber: string
Title:
Stage Objective NumberMaximum Length:64The public unique identifier of the orchestration stage objective object.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Nested Schema : orchestrations-Stages-StepObjectivesAssociations-item-response
Type:
Show Source
object-
CreatedBy: string
Title:
Created ByRead Only:trueMaximum Length:64The user who created the row. -
CreationDate: string
(date-time)
Title:
Creation DateRead Only:trueThe date and time when the row was created. -
LastUpdateDate: string
(date-time)
Title:
Last Updated DateRead Only:trueThe date and time when the row was last updated. -
LastUpdatedBy: string
Title:
Last Updated ByRead Only:trueMaximum Length:64The user who last updated the row. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
OrchestrationStageId: integer
(int64)
Title:
Orchestration Stage IDThe unique identifier of the orchestration stage object. -
OrchestrationStageName: string
Title:
Stage NameRead Only:trueMaximum Length:100The name of the orchestration stage. -
OrchestrationStageNumber: string
Title:
Orchestration Stage NumberRead Only:trueMaximum Length:64The public unique identifier of the orchestration stage object. -
OrchestrationStageObjectiveId: integer
Title:
Stage Objective IDThe unique identifier of the Orchestration stage objective object. -
OrchestrationStepId: integer
Title:
Orchestration Step IDThe unique identifier of the orchestration steps object. -
OrchestrationStepName: string
Title:
Orchestration Step NameRead Only:trueMaximum Length:100The name of orchestration step. -
OrchestrationStepNumber: string
Title:
Orchestration Step NumberMaximum Length:64The public unique identifier of the orchestration steps object. -
StageObjectiveName: string
Title:
Objective NameRead Only:trueMaximum Length:100The name of the orchestration stage objective object. -
StageObjectiveNumber: string
Title:
Stage Objective NumberMaximum Length:64The public unique identifier of the orchestration stage objective object. -
StepObjectiveAssocId: integer
(int64)
Title:
Step Objective Association IDThe unique identifier of the orchestration step objectives association object. -
StepObjectiveAssocNumber: string
Title:
Step Objective Association NumberMaximum Length:64The public unique identifier of the orchestration step objectives association object.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Nested Schema : orchestrations-Stages-Steps-item-response
Type:
Show Source
object-
ActivityTemplateId: integer
(int64)
Title:
Activity Template IDThe identifier for the Task and Appointment templates. -
AllowSkipFlag: boolean
Title:
Allow Step SkippingMaximum Length:1Default Value:trueIndicates whether or not to show skip or thumbs down icon in the guidance primary or secondary banner. -
CreatedBy: string
Title:
Created ByRead Only:trueMaximum Length:64The user who created the row. -
CreationDate: string
(date-time)
Title:
Creation DateRead Only:trueThe date and time when the row was created. -
DaysToWait: integer
(int32)
Title:
Days to WaitDefault Value:0Specifies the number of days to wait. -
DisplaySequence: integer
Title:
Display SequenceThe order of the steps in the orchestration administrator runtime UIs. -
EmailContactsFilterCriteria: string
(byte)
Title:
Email Contacts Filter CriteriaThe criteria expression to filter the email contacts. -
EmailContsObjectCd: string
Title:
Email Contact Filter ObjectMaximum Length:1000Specifies the object,emailField and dneField names on which the email contacts criteria is built. -
EmailTemplateId: integer
(int64)
Title:
Email Template IDThe unique identifier of the email template that will be defaulted at run time. -
EvaluateOnMarkCompleteFlag: boolean
Title:
Evaluate on Marked as CompletedMaximum Length:1Default Value:falseIndicates whether or not to evaluate the success criteria when a task or an appointment is marked as complete. -
ExecutionMethod: string
Title:
Execution MethodMaximum Length:30The execution type for the orchestration step. The possible values are Manual and Automatic. -
ExitOrchestrationFlag: boolean
Title:
Exit OrchestrationMaximum Length:1Flag that indicates whether or not to exit the orchestration when a stop step occurs. -
FailureStepId: integer
(int64)
Title:
Failure Step IDThe unique identifier of the next step if the current step fails. -
FailureStepName: string
Title:
Orchestration Step NameRead Only:trueMaximum Length:100The name of orchestration step. -
FailureStepNumber: string
Title:
Orchestration Step NumberMaximum Length:64The public unique identifier of the orchestration steps object. -
FieldUpdateJson: string
(byte)
Title:
Field Update JSONThe JSON structure containing the list of fields to update on source object. -
GracePeriod: integer
Title:
Grace PeriodSpecifies the number of hours to wait before treating the Step as failed. This is applicable only for manual steps. -
HoursToWait: integer
Title:
Hours to WaitDefault Value:0The number of hours to wait. -
IATemplateValue: string
Title:
IA Template ValueMaximum Length:100The name of the intelligent advisor guide template. -
LastUpdateDate: string
(date-time)
Title:
Last Updated DateRead Only:trueThe date and time when the row was last updated. -
LastUpdatedBy: string
Title:
Last Updated ByRead Only:trueMaximum Length:64The user who last updated the row. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
NextStageValue: string
Title:
Next Stage ValueMaximum Length:100The value of the Stage to which you need to progress. -
OrchestrationStageId: integer
(int64)
Title:
Orchestration Stage IDThe unique identifier of the orchestrations stage object. -
OrchestrationStageName: string
Title:
Stage NameRead Only:trueMaximum Length:100The name of the orchestration stage. -
OrchestrationStageNumber: string
Title:
Orchestration Stage NumberRead Only:trueMaximum Length:64The public unique identifier of the orchestration stage object. -
OrchestrationStepId: integer
(int64)
Title:
Orchestration Step IDThe unique identifier of the orchestration steps object. -
OrchestrationStepName: string
Title:
Orchestration Step NameMaximum Length:100The name of orchestration step. -
OrchestrationStepNumber: string
Title:
Orchestration Step NumberMaximum Length:64The public unique identifier of the orchestration steps object. -
PreStepCondition: string
(byte)
Title:
Prestep ConditionThe condition that gets executed prior to executing the orchestration step. -
SMARTActionId: integer
(int64)
Title:
Smart Action IDThe unique identifier of the smart action. -
StepObjectivesAssociations: array
Step Objective Associations
Title:
Step Objective AssociationsThe step objective associations resource is used to view, create, update, and delete a step objective association. It's the objective of performing a step. One step can be mapped to multiple objectives. -
StepSuggestionText: string
Title:
Step Suggestion TextMaximum Length:2000The suggestion text of the orchestration step. -
StepTasks: array
Step Tasks
Title:
Step TasksStep tasks contains the list of tasks and their related information for a given step. -
StepTemplateId: integer
(int64)
Title:
Step Template IDThe unique identifier of the step template. -
StepTemplateName: string
Title:
Step Template NameRead Only:trueMaximum Length:100The name of the step template resource. -
StepTemplateStepName: string
Title:
Step Name Within Step TemplateRead Only:trueMaximum Length:100The name of the step within the step template resource. -
StepType: string
Title:
Step TypeMaximum Length:30Step Type -
SuccessCriteria: string
(byte)
Title:
Success CriteriaThe criteria used to identify whether a step is successful. -
SuccessStepId: integer
(int64)
Title:
Success Step IDThe unique identifier of the next step if current step succeeds. -
SuccessStepName: string
Title:
Orchestration Step NameRead Only:trueMaximum Length:100The name of orchestration step. -
SuccessStepNumber: string
Title:
Orchestration Step NumberMaximum Length:64The public unique identifier of the orchestration steps object. -
WaitForRepliesFlag: boolean
Title:
Wait for Replies FlagMaximum Length:1Default Value:falseIndicates whether the step has to wait for replies.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Nested Schema : Step Objective Associations
Type:
arrayTitle:
Step Objective AssociationsThe step objective associations resource is used to view, create, update, and delete a step objective association. It's the objective of performing a step. One step can be mapped to multiple objectives.
Show Source
Nested Schema : Step Tasks
Type:
arrayTitle:
Step TasksStep tasks contains the list of tasks and their related information for a given step.
Show Source
Nested Schema : orchestrations-Stages-Steps-StepObjectivesAssociations-item-response
Type:
Show Source
object-
CreatedBy: string
Title:
Created ByRead Only:trueMaximum Length:64The user who created the row. -
CreationDate: string
(date-time)
Title:
Creation DateRead Only:trueThe date and time when the row was created. -
LastUpdateDate: string
(date-time)
Title:
Last Updated DateRead Only:trueThe date and time when the row was last updated. -
LastUpdatedBy: string
Title:
Last Updated ByRead Only:trueMaximum Length:64The user who last updated the row. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
OrchestrationStageId: integer
(int64)
Title:
Orchestration Stage IDThe unique identifier of the orchestration stage object. -
OrchestrationStageName: string
Title:
Stage NameRead Only:trueMaximum Length:100The name of the orchestration stage. -
OrchestrationStageNumber: string
Title:
Orchestration Stage NumberRead Only:trueMaximum Length:64The public unique identifier of the orchestration stage object. -
OrchestrationStageObjectiveId: integer
Title:
Stage Objective IDThe unique identifier of the Orchestration stage objective object. -
OrchestrationStepId: integer
Title:
Orchestration Step IDThe unique identifier of the orchestration steps object. -
OrchestrationStepName: string
Title:
Orchestration Step NameRead Only:trueMaximum Length:100The name of orchestration step. -
OrchestrationStepNumber: string
Title:
Orchestration Step NumberMaximum Length:64The public unique identifier of the orchestration steps object. -
StageObjectiveName: string
Title:
Objective NameRead Only:trueMaximum Length:100The name of the orchestration stage objective object. -
StageObjectiveNumber: string
Title:
Stage Objective NumberMaximum Length:64The public unique identifier of the orchestration stage objective object. -
StepObjectiveAssocId: integer
(int64)
Title:
Step Objective Association IDThe unique identifier of the orchestration step objectives association object. -
StepObjectiveAssocNumber: string
Title:
Step Objective Association NumberMaximum Length:64The public unique identifier of the orchestration step objectives association object.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Nested Schema : orchestrations-Stages-Steps-StepTasks-item-response
Type:
Show Source
object-
ActivityId: integer
(int64)
Title:
Activity IDThe unique identifier of the activity ID. -
ActivityTemplateId: integer
(int64)
Title:
Activity Template IDThe identifier for the Task and Appointment templates. -
AllowSkipFlag: boolean
Title:
Allow Step SkippingMaximum Length:1Default Value:trueIndicates whether or not to show skip or thumbs down icon in the guidance primary or secondary banner. -
AssignedTo: string
Title:
Assigned ToMaximum Length:30Default Value:OWNERIndicates to whom the activity should be assigned to when it's generated. Possible values are OWNER, TEAM MEMBER, and CUSTOM CONDITION. -
AssignedToRule: string
(byte)
Title:
Assigned to RuleThe rule when AssignedTo is specified as CUSTOM_CONDITION. -
CreatedBy: string
Title:
Created ByRead Only:trueMaximum Length:64The user who created the row. -
CreationDate: string
(date-time)
Title:
Creation DateRead Only:trueThe date and time when the row was created. -
DisplaySequence: integer
(int32)
Title:
Display SequenceThe order of the steps in the orchestration administrator runtime UIs. -
EmailTemplateId: integer
(int64)
Title:
Email Template IDThe unique identifier of the email template that will be defaulted at run time. -
EvaluateOnMarkCompleteFlag: boolean
Title:
Evaluate on Marked as CompletedMaximum Length:1Default Value:falseIndicates whether or not to evaluate the success criteria when a task or an appointment is marked as complete. -
FieldUpdateJson: string
(byte)
Title:
Field Update JSONThe JSON structure containing the list of fields to update on source object. -
GracePeriod: integer
Title:
Grace PeriodSpecifies the number of hours to wait before treating the Step as failed. This is applicable only for manual steps. -
IATemplateName: string
Title:
Authoring Interview Template NameRead Only:trueMaximum Length:255The name of the authoring interview template. -
IATemplateValue: string
Title:
IA Template ValueMaximum Length:100The name of the intelligent advisor guide template. -
LastUpdateDate: string
(date-time)
Title:
Last Updated DateRead Only:trueThe date and time when the row was last updated. -
LastUpdatedBy: string
Title:
Last Updated ByRead Only:trueMaximum Length:64The user who last updated the row. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
OrchestrationStageId: integer
(int64)
Title:
Orchestration Stage IDThe unique identifier of the orchestrations stage object. -
OrchestrationStageName: string
Title:
Stage NameRead Only:trueMaximum Length:100The unique identifier of the orchestrations stage object. -
OrchestrationStageNumber: string
Title:
Orchestration Stage NumberRead Only:trueMaximum Length:64The name of the orchestration stage. -
OrchestrationStepId: integer
(int64)
Title:
Orchestration Step IDThe unique identifier of the orchestration steps object. -
OrchestrationStepName: string
Title:
Orchestration Step NameRead Only:trueMaximum Length:100The name of orchestration step. -
OrchestrationStepNumber: string
Title:
Orchestration Step NumberMaximum Length:64The public unique identifier of the orchestration steps object. -
OrchestrationStepTaskDescription: string
(byte)
Title:
Orchestration Step Task DescriptionRead Only:trueThe description of the orchestration step task. -
OrchestrationStepTaskName: string
Title:
Orchestration Step Task NameRead Only:trueMaximum Length:500The name of the orchestration step task. -
SMARTActionId: integer
(int64)
Title:
Smart Action IDThe unique identifier of the smart action. -
StepTasksId: integer
(int64)
Title:
Orchestration Step Tasks IDThe unique identifier of the orchestration step tasks object. -
StepTasksNumber: string
Title:
Orchestration Step Tasks NumberMaximum Length:64The public unique identifier of the orchestration step tasks object. -
StepTemplateId: integer
(int64)
Title:
Step Template IDThe unique identifier of the step template. -
WaitForRepliesFlag: boolean
Title:
Wait for Replies FlagMaximum Length:1Default Value:falseIndicates whether the step has to wait for replies.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Nested Schema : orchestrations-Stages-StepTasks-item-response
Type:
Show Source
object-
ActivityId: integer
(int64)
Title:
Activity IDThe unique identifier of the activity ID. -
ActivityTemplateId: integer
(int64)
Title:
Activity Template IDThe identifier for the Task and Appointment templates. -
AllowSkipFlag: boolean
Title:
Allow Step SkippingMaximum Length:1Default Value:trueIndicates whether or not to show skip or thumbs down icon in the guidance primary or secondary banner. -
AssignedTo: string
Title:
Assigned ToMaximum Length:30Default Value:OWNERIndicates to whom the activity should be assigned to when it's generated. Possible values are OWNER, TEAM MEMBER, and CUSTOM CONDITION. -
AssignedToRule: string
(byte)
Title:
Assigned to RuleThe rule when AssignedTo is specified as CUSTOM_CONDITION. -
CreatedBy: string
Title:
Created ByRead Only:trueMaximum Length:64The user who created the row. -
CreationDate: string
(date-time)
Title:
Creation DateRead Only:trueThe date and time when the row was created. -
DisplaySequence: integer
(int32)
Title:
Display SequenceThe order of the steps in the orchestration administrator runtime UIs. -
EmailTemplateId: integer
(int64)
Title:
Email Template IDThe unique identifier of the email template that will be defaulted at run time. -
EvaluateOnMarkCompleteFlag: boolean
Title:
Evaluate on Marked as CompletedMaximum Length:1Default Value:falseIndicates whether or not to evaluate the success criteria when a task or an appointment is marked as complete. -
FieldUpdateJson: string
(byte)
Title:
Field Update JSONThe JSON structure containing the list of fields to update on source object. -
GracePeriod: integer
Title:
Grace PeriodSpecifies the number of hours to wait before treating the Step as failed. This is applicable only for manual steps. -
IATemplateName: string
Title:
Authoring Interview Template NameRead Only:trueMaximum Length:255The name of the authoring interview template. -
IATemplateValue: string
Title:
IA Template ValueMaximum Length:100The name of the intelligent advisor guide template. -
LastUpdateDate: string
(date-time)
Title:
Last Updated DateRead Only:trueThe date and time when the row was last updated. -
LastUpdatedBy: string
Title:
Last Updated ByRead Only:trueMaximum Length:64The user who last updated the row. -
links: array
Links
Title:
LinksThe link relations associated with the resource instance. -
OrchestrationStageId: integer
(int64)
Title:
Orchestration Stage IDThe unique identifier of the orchestrations stage object. -
OrchestrationStageName: string
Title:
Stage NameRead Only:trueMaximum Length:100The unique identifier of the orchestrations stage object. -
OrchestrationStageNumber: string
Title:
Orchestration Stage NumberRead Only:trueMaximum Length:64The name of the orchestration stage. -
OrchestrationStepId: integer
(int64)
Title:
Orchestration Step IDThe unique identifier of the orchestration steps object. -
OrchestrationStepName: string
Title:
Orchestration Step NameRead Only:trueMaximum Length:100The name of orchestration step. -
OrchestrationStepNumber: string
Title:
Orchestration Step NumberMaximum Length:64The public unique identifier of the orchestration steps object. -
OrchestrationStepTaskDescription: string
(byte)
Title:
Orchestration Step Task DescriptionRead Only:trueThe description of the orchestration step task. -
OrchestrationStepTaskName: string
Title:
Orchestration Step Task NameRead Only:trueMaximum Length:500The name of the orchestration step task. -
SMARTActionId: integer
(int64)
Title:
Smart Action IDThe unique identifier of the smart action. -
StepTasksId: integer
(int64)
Title:
Orchestration Step Tasks IDThe unique identifier of the orchestration step tasks object. -
StepTasksNumber: string
Title:
Orchestration Step Tasks NumberMaximum Length:64The public unique identifier of the orchestration step tasks object. -
StepTemplateId: integer
(int64)
Title:
Step Template IDThe unique identifier of the step template. -
WaitForRepliesFlag: boolean
Title:
Wait for Replies FlagMaximum Length:1Default Value:falseIndicates whether the step has to wait for replies.
Nested Schema : Links
Type:
arrayTitle:
LinksThe link relations associated with the resource instance.
Show Source
Links
- StageObjectives
-
Parameters:
- OrchestrationNumber:
$request.path.OrchestrationNumber - OrchestrationStageNumber:
$request.path.OrchestrationStageNumber
The stage objectives resource is used to view, create, update, and delete a stage objective. It's a free form of goals to achieve in a particular stage. - OrchestrationNumber:
- StepObjectivesAssociations
-
Parameters:
- OrchestrationNumber:
$request.path.OrchestrationNumber - OrchestrationStageNumber:
$request.path.OrchestrationStageNumber
The step objective associations resource is used to view, create, update, and delete a step objective association. It's the objective of performing a step. One step can be mapped to multiple objectives. - OrchestrationNumber:
- StepTasks
-
Parameters:
- OrchestrationNumber:
$request.path.OrchestrationNumber - OrchestrationStageNumber:
$request.path.OrchestrationStageNumber
Step tasks contains the list of tasks and their related information for a given step. - OrchestrationNumber:
- Steps
-
Parameters:
- OrchestrationNumber:
$request.path.OrchestrationNumber - OrchestrationStageNumber:
$request.path.OrchestrationStageNumber
The steps resource is used to view, create, update, and delete a step. Steps are individual action items such as execute a smart action, send an email, make a phone call, and so on. - OrchestrationNumber: