Process Street Workflow Task Assignment Rules API

openapi: 3.1.0
info:
  title: Process Street Public Attachments Workflow Task Assignment Rules API
  version: '1.1'
  description: "The Process Street API is organized around REST. Our API has predictable resource-oriented URLs,\naccepts JSON-encoded request bodies, returns JSON-encoded responses, and uses standard HTTP response\ncodes, authentication, and verbs.\n\nAn [MCP server](https://www.process.st/help/docs/mcp-server/) is also available for integrating with AI agents and tools.\n\n## Core concepts\n\n**Workflow vs Workflow Run.** A **Workflow** (sometimes called a \"playbook\" or template) is the reusable\ndefinition — tasks, form fields, logic, automations. A **Workflow Run** (sometimes called a \"checklist\")\nis one *instance* of running a Workflow. You list available templates via `listWorkflows`; you start one\nvia `createWorkflowRun` (or by scheduling); and you read or update the live state of an in-progress run\nvia the Workflow Runs / Tasks / Form Field Values endpoints. The two are easy to confuse — when in doubt,\n\"Workflow\" is the *blueprint*, \"Workflow Run\" is *one execution*.\n\n**Pages** are similar but standalone: a Page is a content document (no tasks/form fields). A\n**Page Revision** is a versioned snapshot of its content.\n\n## IDs\n\nAll resource IDs are opaque 22-character URL-safe strings (Muids — a base64-encoded UUID). Treat them\nas opaque tokens. Do not parse them, attempt to sort by them, or assume any internal structure. You can\ncompare two IDs for equality with a plain string comparison.\n\n## Dates and times\n\nAll timestamps in requests and responses are ISO-8601, UTC, with millisecond precision\n(e.g. `2024-09-15T14:32:00.000Z`). For date-only fields (typically due dates), use a calendar date\n(`2024-09-15`).\n\n## Pagination\n\nList endpoints page through results using an opaque cursor named `_` (yes, just an underscore).\nThe flow:\n\n1. Call the list endpoint without `_` to get the first page.\n2. Each response includes a `links[]` array. If there are more pages, you'll find an entry with\n   `name: \"next\"` whose `href` is a fully-formed URL you can `GET` directly.\n3. Keep following `next.href` until the `next` link is absent — that's the end.\n\nYou can also reuse the `_` value from one response by passing it as the `_` query parameter on the\nnext request, but **following the `href` is simpler and forward-compatible**.\n\n## Authentication\n\nEvery request must include an API key as `X-API-KEY: <your-key>`. Generate keys from your\norganization settings in the Process Street app. Each key carries the permissions of the user that\ncreated it.\n\n## Idempotency and retries\n\n- `GET` requests are safe to retry on any error.\n- `PUT` requests are idempotent — calling them twice with the same body is equivalent to calling once.\n  Safe to retry on `5xx`.\n- `DELETE` is idempotent (deleting an already-deleted resource returns `404`, which is fine to ignore).\n- `POST` is generally **not** safe to blindly retry. For workflow runs, attach a `referenceId`\n  on create — calling `createWorkflowRun` twice with the same `referenceId` will return the existing\n  run instead of creating a duplicate.\n\n## Errors\n\nErrors are returned as a JSON object with this shape:\n\n```json\n{\n  \"error\": \"human-readable message\",\n  \"errorCode\": \"NotFound\",\n  \"requestId\": \"abc123…\",\n  \"details\": { \"fieldPath\": \"what went wrong\" }\n}\n```\n\n**When present**, branch on `errorCode` rather than regex'ing `error` (we may rewrite the wording). Include\n`requestId` if you contact support so we can find the request in our logs.\n\n`errorCode` and `requestId` are populated on responses generated by the public API exception handler, which\ncovers the great majority of errors. A few low-level failures (e.g. JSON parse failures caught before the\nhandler runs, framework-level routing errors) may return an `ErrorInfo` without these fields. In that case,\nfall back to the HTTP status code (`400`/`401`/`403`/`404`/`409`/`422`/`429`/`5xx`) — its semantics match\nthe corresponding `errorCode` value.\n\n## Rate limits\n\nAll requests are subject to rate limits. If you receive a `429` response, wait for the duration\nspecified in the `Retry-After` header before retrying.\n"
servers:
- url: https://public-api.process.st/api/v1.1
tags:
- name: Workflow Task Assignment Rules
  description: 'A workflow task assignment rule assigns a task template on a draft workflow

    revision to a specific user (static) or derives assignees from a source such

    as the workflow run initiator, a Members form field, or the source document''s

    owner/author (dynamic). Use these endpoints to replace the full set of

    assignment rules on a task template.'
  externalDocs:
    url: https://www.process.st/help/docs/task-assignments/
    description: Process Street help article
paths:
  /workflows/{workflowId}/revisions/{revisionId}/tasks/{taskId}/assignment-rules:
    get:
      tags:
      - Workflow Task Assignment Rules
      summary: Get task assignment rules
      description: 'Returns the assignment rules for a task on a workflow revision. Each rule has a `type` discriminator: `Static` includes the assignee''s `email`; `Dynamic` includes a `sourceType` (one of `ChecklistInitiator`, `FormField`, `DocumentOwner`, `DocumentAuthor`), and when `sourceType` is `FormField`, also a `sourceWidgetId` pointing to a Members or Email form field widget in the same revision.'
      operationId: getWorkflowRevisionTaskAssignmentRules
      parameters:
      - name: workflowId
        in: path
        description: The ID of the Workflow
        required: true
        schema:
          type: string
      - name: revisionId
        in: path
        description: The ID of the Revision
        required: true
        schema:
          type: string
      - name: taskId
        in: path
        description: The ID of the Task
        required: true
        schema:
          type: string
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PublicApiAssignmentRuleListResponse'
        default:
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorInfo'
      security:
      - apiKeyAuth: []
      - httpAuth: []
    put:
      tags:
      - Workflow Task Assignment Rules
      summary: Update task assignment rules
      description: 'Replaces the assignment rules for a task on a draft workflow revision. PUT semantics: send the full list of desired rules to replace all existing ones; send an empty array to remove all assignments. Each rule has a `type` discriminator: `Static` requires an `email`; `Dynamic` requires a `sourceType` (one of `ChecklistInitiator`, `FormField`, `DocumentOwner`, `DocumentAuthor`), and when `sourceType` is `FormField`, also a `sourceWidgetId` pointing to a Members or Email form field widget in the same revision. Returns the resulting assignment rules.'
      operationId: updateWorkflowRevisionTaskAssignmentRules
      parameters:
      - name: workflowId
        in: path
        description: The ID of the Workflow
        required: true
        schema:
          type: string
      - name: revisionId
        in: path
        description: The ID of the Revision
        required: true
        schema:
          type: string
      - name: taskId
        in: path
        description: The ID of the Task
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              type: array
              items:
                $ref: '#/components/schemas/UpdateTaskAssignmentRuleRequest'
        required: false
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PublicApiAssignmentRuleListResponse'
        '400':
          description: 'Invalid value for: body'
          content:
            text/plain:
              schema:
                type: string
        default:
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorInfo'
      security:
      - apiKeyAuth: []
      - httpAuth: []
components:
  schemas:
    PublicApiAssignmentRuleListResponse:
      title: PublicApiAssignmentRuleListResponse
      type: object
      properties:
        data:
          description: The list of resources returned by this request.
          type: array
          items:
            title: PublicApiAssignmentRule
            description: 'An assignment rule. The `type` discriminator field selects the variant: `Static` — assigns a specific named user (requires `email`). `Dynamic` — derives the assignee at runtime from a source like the workflow run initiator or a form field (requires `sourceType`).'
            oneOf:
            - title: DynamicAssignmentRule
              type: object
              required:
              - sourceType
              - type
              properties:
                sourceType:
                  description: How assignees are derived. `ChecklistInitiator` assigns the user who started the workflow run; `FormField` pulls assignees from a Members or Email form field (requires `sourceWidgetId`); `DocumentOwner` and `DocumentAuthor` pull from the source document.
                  type: string
                  enum:
                  - ChecklistInitiator
                  - FormField
                  - DocumentOwner
                  - DocumentAuthor
                sourceWidgetId:
                  title: EntityID
                  description: 'For `sourceType=FormField`: the ID of the Members form field whose value drives the rule''s assignees at runtime. Absent for `sourceType=ChecklistInitiator`.'
                  type: string
                type:
                  description: Discriminator value for this variant. See the parent oneOf for the full set of values.
                  type: string
                  const: Dynamic
            - title: StaticAssignmentRule
              type: object
              required:
              - email
              - type
              properties:
                email:
                  description: Email address.
                  type: string
                type:
                  description: Discriminator value for this variant. See the parent oneOf for the full set of values.
                  type: string
                  const: Static
            discriminator:
              propertyName: type
              mapping:
                Dynamic: '#/components/schemas/DynamicAssignmentRule'
                Static: '#/components/schemas/StaticAssignmentRule'
        links:
          description: 'Pagination links. When the result has more pages, look for an entry with `name: "next"` — its `href` is the URL to fetch the next page. Absence of `next` means there are no more pages. For single-resource responses this array is typically empty.'
          type: array
          items:
            title: Link
            description: A HATEOAS link to a related resource. Use these to navigate between resources without constructing URLs by hand.
            type: object
            required:
            - name
            - href
            - type
            properties:
              name:
                description: Standard link relation name (RFC 5988) indicating this link's role. Common values include `self`, `edit`, `related`, `previous`, `next`.
                type: string
              href:
                title: Uri
                description: URL of the linked resource.
                examples:
                - https://api.process.st/api/v1.1/resource/XXX
                type: string
              rel:
                description: Optional. The kind of resource this link points to (e.g. `Workflow`, `Task`, `Comment`).
                type: string
                enum:
                - Approval Task
                - Approvals
                - Assignees
                - Comment
                - Data Set Records
                - Data Sets
                - Form Field Values
                - Subject Task
                - Task
                - Tasks
                - Users
                - Webhook
                - Workflow
                - Workflow Run
              type:
                description: Whether this link targets an API endpoint or a Process Street app URL. `Api` — a callable API endpoint you can fetch directly. `App` — a browser-facing URL in the Process Street UI.
                type: string
                enum:
                - Api
                - App
    UpdateTaskAssignmentRuleRequest:
      title: UpdateTaskAssignmentRuleRequest
      description: 'An assignment rule. The `type` discriminator field selects the variant: `Static` — assigns a specific named user (requires `email`). `Dynamic` — derives the assignee at runtime from a source like the workflow run initiator or a form field (requires `sourceType`).'
      oneOf:
      - title: DynamicAssignmentRuleRequest
        type: object
        required:
        - sourceType
        - type
        properties:
          sourceType:
            description: How assignees are derived. `ChecklistInitiator` assigns the user who started the workflow run; `FormField` pulls assignees from a Members or Email form field (requires `sourceWidgetId`); `DocumentOwner` and `DocumentAuthor` pull from the source document.
            type: string
            enum:
            - ChecklistInitiator
            - FormField
            - DocumentOwner
            - DocumentAuthor
          sourceWidgetId:
            title: EntityID
            description: 'For `sourceType=FormField`: the ID of the Members form field whose value drives the rule''s assignees at runtime. Absent for `sourceType=ChecklistInitiator`.'
            type: string
          type:
            description: Discriminator value for this variant. See the parent oneOf for the full set of values.
            type: string
            const: Dynamic
      - title: StaticAssignmentRuleRequest
        type: object
        required:
        - email
        - type
        properties:
          email:
            description: Email address.
            type: string
          type:
            description: Discriminator value for this variant. See the parent oneOf for the full set of values.
            type: string
            const: Static
      discriminator:
        propertyName: type
        mapping:
          Dynamic: '#/components/schemas/DynamicAssignmentRuleRequest'
          Static: '#/components/schemas/StaticAssignmentRuleRequest'
    ErrorInfo:
      title: ErrorInfo
      type: object
      required:
      - error
      properties:
        error:
          description: 'Human-readable error message. Suitable for logs or for surfacing to end users; do not parse it

            programmatically — use `errorCode` for that.'
          type: string
        details:
          description: 'Optional structured context. Shape depends on the error: for `Validation` errors the keys are field

            paths; for `PaymentRequired` the keys describe the limit that was hit.'
          type: object
          additionalProperties:
            type: string
        errorCode:
          title: ErrorCode
          description: 'Machine-parsable classification of the error. Always set on responses generated by the global

            exception handler. Branch your own error handling on this (not the message text).'
          type: string
          enum:
          - BadRequest
          - Unauthorized
          - PaymentRequired
          - Forbidden
          - NotFound
          - MethodNotAllowed
          - Conflict
          - PayloadTooLarge
          - Validation
          - RateLimited
          - InternalError
        requestId:
          description: Per-request correlation ID. Include this when contacting support so we can find the request in our logs.
          type: string
  securitySchemes:
    apiKeyAuth:
      type: apiKey
      name: X-API-Key
      in: header
    httpAuth:
      type: http
      description: Bearer token (beta)
      scheme: bearer
x-tagGroups:
- name: Workflows
  tags:
  - Workflows
  - Workflow Revisions
  - Form Fields
  - Workflow Logic Rules
  - Workflow Tasks
  - Workflow Task Assignment Rules
  - Workflow Widgets
  - Workflow Due Date Rules
  - Workflow Task Due Date Rules
  - Workflow Incoming Webhooks
  - Scheduled Workflows
- name: Workflow Runs
  tags:
  - Workflow Runs
  - Tasks
  - Form Field Values
  - Comments
  - Attachments
- name: Pages
  tags:
  - Pages
  - Page Revisions
  - Page Widgets
- name: Data Sets
  tags:
  - Data Sets
  - Data Set Incoming Webhooks
- name: Other
  tags:
  - Folders
  - One-Off Tasks
  - Users
  - Webhooks
  - File Uploads
  - Utilities
  - My Work