Overview

Get the data to be loaded for the Smart Guide including stages and activities

Summary

This request will provide the data to be loaded for the Smart Guide including stages and activities

Request Arguments

Name Type Description Required
module String Record module name True
record Object Object containing id of the current record True

Request Example

{
    "module": "DRI_Workflow_Templates",
    "record": {
        "id": "e00ce644-2ce5-11ed-8ea1-0242ac120006",
    },
}

Response

The response will be an object containing the following fields:
Name Type Description
data Array Smart Guide Attributes with related activities and Stages

Response Example

{
    "data" : [
        "id" => "ab59ba3c-34bd-11ed-a307-34cff6a7288f",
        "name" => "Florencia Padgett - Becoming a Ninja",
        "progress" => 0.13,
        "state" => "in_progress",
        "score" => "30",
        "points" => "217",
        "archived" => 0",
        "description" => "Testing journey",
        "dri_workflow_template_id" => "ea1ecdea-f835-11e6-b8bd-5254009e5526",
        "dri_workflow_template_name" => "New Case Management",
        "disabled_stage_actions" => "",
        "disabled_activity_actions" => "",
        "momentum_ratio" => "1",
        "momentum_points" => "0",
        "momentum_score" => "0",
        "user_access" => true,
        "stages" => [
            "id" => "5ae66ac8-3369-11ed-a7a3-34cff6a7288f",
            "label" => "01. Phase 1 - Research",
            "name" => "Test Stage",
            "state" => "not_started",
            "sort_order" => 4,
            "score" => 50,
            "points" => 0,
            "progress" => 0,
            "momentum_ratio" => 1,
            "momentum_points" => 0,
            "momentum_score" => 0,
            "dri_subworkflow_template_id" => "f525e55c-f835-11e6-bd49-5254009e5526",
            "dri_subworkflow_template_name" => "Interactive Quick Deal",
            "activities" => [
                "id" => "0f0d11bc-3349-11ed-bbeb-34cff6a7288f",
                "name" => "Arrange introduction",
                "status" => "Pending Input",
                "dri_workflow_sort_order" => 1,
                "customer_journey_type" => "",
                "customer_journey_score" => "",
                "customer_journey_progress" => 0,
                "customer_journey_points" => 10,
                "cj_parent_activity_type" => "",
                "is_cj_parent_activity" => 0,
                "is_customer_journey_activity" => 0,
                "dri_subworkflow_id" => "16ce4f88-3349-11ed-a953-34cff6a7288f",
                "cj_momentum_points" => 0,
                "cj_momentum_ratio" => 1,
                "cj_momentum_score" => 0,
                "cj_url" => "",
                "start_next_journey_id" => "5ba2d4b0-3369-11ed-ad1b-34cff6a7288f",
                "blocked_by" => ["a48f6680-f836-11e6-a884-5254009e5526"],
                "blocked_by_stages" => [],
                "forms" => [
                    "id" => "ab59ba3c-34bd-11ed-a307-34cff6a7288f",
                    "name" => "Book Final Meeting",
                    "action_type" => "create_record",
                    "action_trigger_type" => "manual_create",
                    "activity_module" => "Tasks",
                ],
            ],
        ],
    ]
}