Fulcrumpro Task API

The Task API from Fulcrumpro — 3 operation(s) for task.

Operations 5

POST /api/tasks Add a task to a record. #
DELETE /api/tasks/{id} Delete a task, with the attachments filed under it. #
GET /api/tasks/{id} Get a task by id, with the record it hangs off. #
PUT /api/tasks/{id} Update a task. A full replacement: omitted fields are cleared. #
POST /api/tasks/list Finds tasks across every record they hang off; every task currently hangs off a… #

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OpenAPI Specification

fulcrumpro-task-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Fulcrum Public Task API
  version: v1
servers:
- url: https://api.fulcrumpro.com
tags:
- name: Task
paths:
  /api/tasks:
    post:
      tags:
      - Task
      summary: Add a task to a record.
      operationId: CreateTask
      requestBody:
        content:
          application/json-patch+json:
            schema:
              $ref: '#/components/schemas/TaskSaveDto'
          application/json:
            schema:
              $ref: '#/components/schemas/TaskSaveDto'
          text/json:
            schema:
              $ref: '#/components/schemas/TaskSaveDto'
          application/*+json:
            schema:
              $ref: '#/components/schemas/TaskSaveDto'
        required: true
      responses:
        '200':
          description: The created task
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TaskDto'
            application/problem+json:
              schema:
                $ref: '#/components/schemas/TaskDto'
        '400':
          description: Validation issues with input
      x-c4-required-permissions:
      - Orders-SalesOrders-Edit Sales Order
  /api/tasks/{id}:
    delete:
      tags:
      - Task
      summary: Delete a task, with the attachments filed under it.
      operationId: DeleteTask
      parameters:
      - name: id
        in: path
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Success
        '204':
          description: Task did not exist
      x-c4-required-permissions:
      - Orders-SalesOrders-Edit Sales Order
    get:
      tags:
      - Task
      summary: Get a task by id, with the record it hangs off.
      operationId: GetTask
      parameters:
      - name: id
        in: path
        required: true
        schema:
          type: string
      responses:
        '200':
          description: The task for the given id
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TaskDto'
            application/problem+json:
              schema:
                $ref: '#/components/schemas/TaskDto'
        '404':
          description: Task did not exist
      x-c4-required-permissions:
      - Orders-SalesOrders-View Sales Order
    put:
      tags:
      - Task
      summary: 'Update a task. A full replacement: omitted fields are cleared.'
      operationId: UpdateTask
      parameters:
      - name: id
        in: path
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json-patch+json:
            schema:
              $ref: '#/components/schemas/TaskSaveDto'
          application/json:
            schema:
              $ref: '#/components/schemas/TaskSaveDto'
          text/json:
            schema:
              $ref: '#/components/schemas/TaskSaveDto'
          application/*+json:
            schema:
              $ref: '#/components/schemas/TaskSaveDto'
        required: true
      responses:
        '200':
          description: The updated task
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TaskDto'
            application/problem+json:
              schema:
                $ref: '#/components/schemas/TaskDto'
        '400':
          description: Validation issues with input
        '404':
          description: Task did not exist
      x-c4-required-permissions:
      - Orders-SalesOrders-Edit Sales Order
  /api/tasks/list:
    post:
      tags:
      - Task
      summary: Finds tasks across every record they hang off; every task currently hangs off a…
      operationId: ListTasks
      parameters:
      - name: Sort.Field
        in: query
        description: Sort field
        schema:
          minLength: 1
          type: string
      - name: Sort.Dir
        in: query
        description: Sort direction
        schema:
          $ref: '#/components/schemas/CommonEnumSortDirectionEnum'
      - name: Skip
        in: query
        description: 'Number of records to skip. Defaults to 0. Combine with FulcrumProduct.PublicApi.Dto.Common.PagingDto.Take to page

          through a result set larger than one page.'
        schema:
          minimum: 0
          type: integer
          format: int32
      - name: Take
        in: query
        description: 'Number of records to return. Validation accepts 0 through 5000, but `0` is not a

          page size and what an endpoint does with it varies, so send a value from 1 to 5000.


          Two cases differ. A request that supplies paging but leaves this field out takes this

          field''s default of <b>50</b>. A request that supplies no paging at all is

          endpoint-specific — some define their own fallback — so it does not reliably mean any

          particular number of records. Either way the response says nothing about records it

          did not return, so send this explicitly whenever the size of the answer matters.

          Endpoints returning a paged envelope report `totalCount` and `hasNextPage`

          alongside the records; endpoints returning a bare array report neither, so page those

          with FulcrumProduct.PublicApi.Dto.Common.PagingDto.Skip until a page comes back shorter than the value requested.'
        schema:
          maximum: 5000
          minimum: 0
          type: integer
          format: int32
      requestBody:
        content:
          application/json-patch+json:
            schema:
              $ref: '#/components/schemas/TasksListParameters'
          application/json:
            schema:
              $ref: '#/components/schemas/TasksListParameters'
          text/json:
            schema:
              $ref: '#/components/schemas/TasksListParameters'
          application/*+json:
            schema:
              $ref: '#/components/schemas/TasksListParameters'
      responses:
        '200':
          description: The matching tasks
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/DtoPagedResultDtoTaskDto'
            application/problem+json:
              schema:
                $ref: '#/components/schemas/DtoPagedResultDtoTaskDto'
        '400':
          description: Validation issues with input
      x-c4-required-permissions:
      - Orders-SalesOrders-View Sales Order
components:
  schemas:
    CommonReferenceDto:
      type: object
      properties:
        id:
          maxLength: 24
          minLength: 24
          type:
          - string
          - 'null'
          description: Unique Id associated to the referenced object
        name:
          maxLength: 200
          minLength: 1
          type:
          - string
          - 'null'
          description: Descriptive name associated to the object
      additionalProperties: false
      description: Represents a reference to a document in a DB collection
    TasksListParameters:
      type: object
      properties:
        relatedRecordIds:
          maxItems: 1000
          type:
          - array
          - 'null'
          items:
            type: string
          description: Only tasks hanging off these records. At most 1000 may be supplied
        assignedToUserId:
          type:
          - string
          - 'null'
          description: Only tasks assigned to this user
        complete:
          type:
          - boolean
          - 'null'
          description: True returns only complete tasks, false only incomplete ones; omitted returns both
        customerId:
          type:
          - string
          - 'null'
          description: Only tasks whose record is raised for this customer
        taskGroupId:
          type:
          - string
          - 'null'
          description: Only tasks filed under this group
        dueFromUtc:
          type:
          - string
          - 'null'
          description: Inclusive lower bound on dueDateUtc
          format: date-time
        dueToUtc:
          type:
          - string
          - 'null'
          description: Inclusive upper bound on dueDateUtc
          format: date-time
        completedFromUtc:
          type:
          - string
          - 'null'
          description: Inclusive lower bound on completedUtc
          format: date-time
        completedToUtc:
          type:
          - string
          - 'null'
          description: Inclusive upper bound on completedUtc
          format: date-time
        overdue:
          type:
          - boolean
          - 'null'
          description: 'True narrows to incomplete tasks whose due date has passed. False and omitted both apply no

            clause — this narrows, it does not select the complement'
        search:
          type:
          - string
          - 'null'
          description: 'Case-insensitive search over the title, description, notes and the record''s customer name,

            and an exact match on the record''s number when the term reads as one'
      additionalProperties: false
      description: 'Filters for the task list. All filters are optional and combine with AND semantics (list-valued

        filters match any of their values).'
    CommonEnumSortDirectionEnum:
      enum:
      - ascending
      - descending
      type: string
      description: Specify sorting direction.
    TaskNotificationChannelEnum:
      enum:
      - none
      - email
      - slack
      - teams
      - gChat
      type: string
      description: How a task notification was delivered.
    TaskDto:
      type: object
      properties:
        id:
          type:
          - string
          - 'null'
          description: The id of the task
        relatedRecord:
          $ref: '#/components/schemas/TaskRelatedRecordDto'
        title:
          type:
          - string
          - 'null'
          description: What the task is
        description:
          type:
          - string
          - 'null'
          description: A longer description of the task
        notes:
          type:
          - string
          - 'null'
          description: Free-text notes on the task
        sequence:
          type: integer
          description: 'The step the task sits at within its record''s task list. Tasks sharing a step are parallel

            work, so a step is not unique within a record'
          format: int32
        taskGroup:
          $ref: '#/components/schemas/CommonReferenceDto'
        assignedTo:
          $ref: '#/components/schemas/CommonReferenceDto'
        dueDateUtc:
          type:
          - string
          - 'null'
          description: When the task is due (UTC), or null when it carries no date
          format: date-time
        complete:
          type: boolean
          description: Whether the task is complete
        completedUtc:
          type:
          - string
          - 'null'
          description: 'When the task was completed (UTC). Server-stamped when the task is first marked complete and

            cleared when it is re-opened. Read-only'
          format: date-time
        completedBy:
          $ref: '#/components/schemas/CommonReferenceDto'
        attachmentCount:
          type: integer
          description: How many attachments the task carries
          format: int32
        lastNotification:
          $ref: '#/components/schemas/TaskNotificationDto'
      additionalProperties: false
      description: One task, with enough of the record it hangs off to identify it.
    TaskNotificationDto:
      type: object
      properties:
        userId:
          maxLength: 24
          minLength: 24
          type:
          - string
          - 'null'
          description: The id of the user who was told
        userName:
          type:
          - string
          - 'null'
          description: The name of the user who was told
        channel:
          $ref: '#/components/schemas/TaskNotificationChannelEnum'
        sentUtc:
          type: string
          description: When the message was handed to the sender (UTC). Delivery itself is not tracked
          format: date-time
      additionalProperties: false
      description: 'The message that went out for a task step: who was told, over which channel, and when.'
    TaskSaveDto:
      required:
      - title
      type: object
      properties:
        relatedRecord:
          $ref: '#/components/schemas/TaskRelatedRecordDto'
        title:
          maxLength: 500
          minLength: 1
          type: string
          description: What the task is. Required
        description:
          maxLength: 2000
          minLength: 0
          type:
          - string
          - 'null'
          description: A longer description of the task
        notes:
          maxLength: 2000
          minLength: 0
          type:
          - string
          - 'null'
          description: Free-text notes on the task
        dueDateUtc:
          type:
          - string
          - 'null'
          description: When the task is due (UTC)
          format: date-time
        assignedToUserId:
          maxLength: 24
          minLength: 24
          type:
          - string
          - 'null'
          description: The user to assign the task to. Must resolve to a user
        taskGroupId:
          maxLength: 24
          minLength: 24
          type:
          - string
          - 'null'
          description: The group to file the task under. Must resolve to an active change order task group
        complete:
          type: boolean
          description: 'Whether the task is complete. Setting it true completes the task and stamps completedUtc and

            completedBy; setting it false re-opens the task and clears both'
        sequence:
          type:
          - integer
          - 'null'
          description: 'The step the task should sit at. A value of 1 or more places it at that step, alongside any task

            already there. Null or a value below 1 appends it after the last step on a create and leaves it

            where it is on an update'
          format: int32
      additionalProperties: false
      description: 'The writable state of a task. Create and update both take the whole object: update is a full

        replacement, so an omitted field is cleared.'
    DtoPagedResultDtoTaskDto:
      required:
      - data
      - hasNextPage
      - hasPreviousPage
      - page
      - pageSize
      - totalCount
      - totalPages
      type: object
      properties:
        data:
          type: array
          items:
            $ref: '#/components/schemas/TaskDto'
          description: The data
        page:
          type: integer
          description: The 1-indexed page
          format: int32
          readOnly: true
        pageSize:
          type: integer
          description: The page size
          format: int32
          readOnly: true
        totalCount:
          type: integer
          description: The total count of records
          format: int32
        totalPages:
          type: integer
          description: The total pages
          format: int32
          readOnly: true
        hasPreviousPage:
          type: boolean
          description: True if there is a previous page
          readOnly: true
        hasNextPage:
          type: boolean
          description: True if there is a next page
          readOnly: true
      additionalProperties: false
      description: Paged result
    TaskRelatedRecordDto:
      type: object
      properties:
        id:
          type:
          - string
          - 'null'
          description: The id of the record, as returned by Change Order List
        number:
          type:
          - integer
          - 'null'
          description: The record's sequential number. Read-only
          format: int32
        customer:
          $ref: '#/components/schemas/CommonReferenceDto'
      additionalProperties: false
      description: The record a task hangs off. Every task currently hangs off a change order.
  securitySchemes:
    bearer:
      type: http
      description: Your API bearer token generated in System Data > Advanced > Public API Setup
      scheme: bearer
      bearerFormat: JWT
x-tagGroups:
- name: Accounting Code
  tags:
  - Accounting Code
- name: Alert
  tags:
  - Alert
- name: Attachment
  tags:
  - Attachment
  - Attachment Certification
- name: Auth
  tags:
  - Auth
- name: CAPAs
  tags:
  - CAPAs
- name: Change Order
  tags:
  - Change Order
- name: Chart Of Accounts
  tags:
  - Chart Of Accounts
- name: Company Info
  tags:
  - Company Info
- name: Custom Field
  tags:
  - Custom Field
- name: Customer
  tags:
  - Customer
  - Customer Address
  - Customer Contact
- name: Customer Tier
  tags:
  - Customer Tier
- name: Department
  tags:
  - Department
- name: Department Shift
  tags:
  - Department Shift
- name: Equipment
  tags:
  - Equipment
- name: Equipment Downtime
  tags:
  - Equipment Downtime
- name: Gauge Code
  tags:
  - Gauge Code
- name: Grade Code
  tags:
  - Grade Code
- name: InProcessTrackingFieldType
  tags:
  - InProcessTrackingFieldType
- name: Inventory
  tags:
  - Inventory
- name: Inventory Event
  tags:
  - Inventory Event
  - Inventory Event Details
- name: Inventory Lot
  tags:
  - Inventory Lot
- name: Inventory Transactions
  tags:
  - Inventory Transactions
- name: Invoice
  tags:
  - Invoice
  - Invoice Deposit Adjustment Line Item
  - Invoice Deposit Line Item
  - Invoice Discount Line Item
  - Invoice Fee Line Item
  - Invoice Line Item
  - Invoice Note
  - Invoice Part Line Item
  - Invoice Refund Line Item
  - Invoice Shipping Charge Line Item
  - Invoice Tax Line Item
- name: Item
  tags:
  - Item
  - Item Custom Fields
  - Item Customer
  - Item Material Vendor
  - Item PriceBreaks
  - Item Routing
  - Item Vendor
- name: Item Category
  tags:
  - Item Category
- name: Item Class
  tags:
  - Item Class
- name: Item Tag
  tags:
  - Item Tag
- name: Job
  tags:
  - Job
  - Job Custom Fields
  - Job Full Routing
  - Job Part Line Item Full Routing
  - Job Item To Make
  - Job Item To Make Operation
  - Job Message
  - Job Operation
- name: Job Tracking Timers
  tags:
  - Job Tracking Timers
- name: Location
  tags:
  - Location
- name: Material
  tags:
  - Material
  - Material Vendor
- name: Material Code
  tags:
  - Material Code
- name: NCRs
  tags:
  - NCRs
- name: Nesting
  tags:
  - Nesting
- name: Note
  tags:
  - Note
- name: Operation
  tags:
  - Operation
- name: Payment Term
  tags:
  - Payment Term
- name: Purchase Order
  tags:
  - Purchase Order
  - Purchase Order Custom Fields
  - Purchase Order Discount Line Item
  - Purchase Order Fee Line Item
  - Purchase Order Line Item
  - Purchase Order Outside Processing Line Item
  - Purchase Order Part Line Item
  - Purchase Order Tax Line Item
  - Purchase Order Vendor Credit Line Item
- name: Quote
  tags:
  - Quote
  - Quote Custom Fields
  - Quote Discount Line Item
  - Quote Fee Line Item
  - Quote Part Line Item
  - Quote Part Line Item Custom Fields
  - Quote Part Line Item Full Routing
  - Quote Tax Line Item
- name: Receiving
  tags:
  - Receiving Receipt
  - Receiving Receipt Line Item
- name: Refund Reason Code
  tags:
  - Refund Reason Code
- name: Reporting
  tags:
  - Reporting
- name: Sales Order
  tags:
  - Sales Order
  - Sales Order Blanket Line Item
  - Sales Order Custom Fields
  - Sales Order Discount Line Item
  - Sales Order Fee Line Item
  - Sales Order Line Item
  - Sales Order Part Line Item
  - Sales Order Part Line Item Custom Fields
  - Sales Order Part Line Item Full Routing
  - Sales Order Refund Line Item
  - Sales Order Shipping Charge Line Item
  - Sales Order Tax Line Item
- name: ScrapReport
  tags:
  - ScrapReport
- name: Settings
  tags:
  - Settings
- name: Shape Code
  tags:
  - Shape Code
- name: Shipment Line Items (V3)
  tags:
  - Shipment Line Items (V3)
- name: Shipment
  tags:
  - Shipment Custom Fields
- name: Shipments
  tags:
  - Shipments
- name: Shipping Method
  tags:
  - Shipping Method
- name: Tag
  tags:
  - Tag
- name: Task
  tags:
  - Task
- name: Tax Rate
  tags:
  - Tax Rate
- name: Time Clock Timers
  tags:
  - Time Clock Timers
- name: Timer
  tags:
  - Timer
- name: Tool
  tags:
  - Tool
- name: Tool Calibration
  tags:
  - Tool Calibration
- name: User
  tags:
  - User
  - User Status
- name: Vendor
  tags:
  - Vendor
  - Vendor Address
  - Vendor Contact
- name: Work Order
  tags:
  - Work Order
- name: WorkCenter
  tags:
  - WorkCenter
x-provenance:
  method: harvested
  publisher: Fulcrumpro
  source: https://api.fulcrumpro.com/swagger/v1/swagger.json
  note: split by refine-openapis from the provider's own published document, verified by fetch (openapi/_original/*.fetch.json);
    stamped by stamp-openapi-provenance.py (roadmap#793)