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Filter tasks

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POST/v1/api/store/{team_slug}/work_pipeline/filter

v1Operation ID v1_public_work_pipeline_filter

Returns one page of your team's tasks across all jobs that match the filters, in the order you ask for.

Only tasks of live jobs on sales orders are listed.

Every condition in filters must match (they are joined with AND). Omit filters for no filter; an empty array is a 422. A key that isn't in the table, a missing operator or value, or a value of the wrong kind fails the whole request with 422; the message for filters (or sort) is the bare rule name validation.filter_rule (or validation.filter_sort_rule), with no detail, so check each filter against the table. Send real values: no key here matches empty columns with "null" or "" (for dates, use the ..._is_set keys where the table has them). Hash ids in value are decoded for you. system-current-user stands for the caller only where a key's row says so; elsewhere it is compared as a raw value, so with in it matches nothing and with nin it matches every row that has a value.

key Kind Operators and value Meaning
status_id Hash ids in or nin, with an array of hash ids. The task status (statuses belong to a task preset).
status_type Options in or nin, with an array of the listed values. The kind of status: start (Pending), pre_production or in_progress (In Progress), end (Completed).
pipeline_id Hash ids in or nin, with an array of hash ids. The task preset.
assigned_users Hash ids in or nin, with an array of hash ids. Assigned users (user hash ids, or system-current-user). in matches tasks with one of them. nin matches tasks that have an assignee outside the list, not tasks without those users.
assigned_to_me Yes or no eq or neq, with true or false. Send eq true for tasks assigned to the caller. The operator isn't read (neq true means the same). false matches tasks that have someone other than the caller assigned; unassigned tasks never match.
order_created_by Hash ids in or nin, with an array of hash ids. Who created the sales order (user hash ids). system-current-user is not supported here: with in it matches nothing, with nin everything.
is_rush Yes or no eq or neq, with true or false. The task belongs to a rush job.
start_date Date eq, gte or lte, with a whole number of days counted from now (UTC). See below. The task's start date.
due_date Date eq, gte or lte, with a whole number of days counted from now (UTC). See below. The task's due date.
start_date_is_set Yes or no eq or neq, with true or false. The task has a start date (eq true) or none (eq false). Use eq only: any neq means "has the date".
due_date_is_set Yes or no eq or neq, with true or false. The task has a due date (eq true) or none (eq false). Use eq only: any neq means "has the date".
status_last_change_date Date eq, gte or lte, with a whole number of days counted from now (UTC). See below. When the status last changed.
status_completion_date Date eq, gte or lte, with a whole number of days counted from now (UTC). See below. When the task reached a Completed status.
search Text search Any operator (ct reads best). The value must not be empty. Task name, plus the job and order fields Filter jobs searches.

A date filter's value is a whole number of days, counted from the moment of the request in UTC: eq N matches the whole UTC day N days from today (0 is today, -1 yesterday); gte N matches dates on or after now plus N days; lte N matches dates on or before now minus N days. So "due in the next 7 days" is due_date gte 0 and due_date lte -7, and "overdue" is due_date lte 0. This differs from the v2 filters (Filter invoices, the production control calendar), where lte and gte both count forward.

The response is one page with pagination. The page size is the team's list page size setting (50 unless the team changed it); per_page is not read. Send page (from 1) in the body or the query string for later pages.

Permission

Any member of the team. No sales order permission is checked.

Path parameters

  • team_slugstringrequired

    Your team slug, shown as Team ID next to your API key in Profile.

    • Example your-team

Request body

application/json, optional.

  • filtersarray of objects

    Conditions, all of which must match. Omit for no filter.

    • At least 1 item
    Fields of each item (3)
    • keystringrequired

      What to filter on. See the table in the description.

      • One of: "status_id", "status_type", "pipeline_id", "assigned_users", "assigned_to_me", "order_created_by", "is_rush", "start_date", "due_date", "start_date_is_set", "due_date_is_set", "status_last_change_date", "status_completion_date", "search"
    • operatorstringrequired

      How to compare. Each kind of key accepts only some operators.

      • One of: "eq", "neq", "gt", "gte", "lt", "lte", "in", "nin", "bt", "ct", "sw", "ew"
    • valuestring | number | boolean | arrayrequired

      What to compare with: text, a number of days, true or false, or an array of hash ids or options, by kind of key.

  • pageinteger

    The page to read.

    • Default 1
    • Minimum 1
  • sortarray of objects

    Sort keys, applied in order. Without sort the order is not guaranteed.

    Fields of each item (2)
    • directionstringrequired
      • One of: "asc", "desc"
    • keystringrequired
      • One of: "status_id", "status_label", "pipeline_id", "job_id", "start_date", "due_date", "status_last_change_date", "status_completion_date", "job_item_count", "order_cust_due_date", "order_due_date", "order_ship_due_date", "order_ship_due_date_undated_last", "created_at_id"

Response

200Successful response.

  • dataarray of objectsrequired
    Fields of each item (24)
    • assigned_usersarray of objects

      Who is assigned.

      Fields of each item (3)
    • created_atstring (date-time)
    • due_datestring (date-time) | null

      Task due date. ISO 8601 with offset, or null.

    • idstring

      The task.

    • job_idstring

      The job.

    • job_is_rushboolean | integer | null
    • job_item_countnumber | null
    • job_namestring | null
    • The job number with its prefix.

    • job_status_idstring | null

      The job's current status.

    • namestring
    • notestring | null
    • order_idstring

      The order.

    • order_namestring | null
    • order_scoped_idstring | null

      The order number.

    • The task preset it comes from.

    • positioninteger

      Order among tasks; lower comes first. 0 when unset.

    • A summary of the job's order.

      Child fields (14)
    • start_datestring (date-time) | null

      Task start. ISO 8601 with offset, or null.

    • statusobject

      A status: label, kind and place in the list.

      Child fields (9)
      • colorstring | null

        Hex color.

      • idstring

        The status.

      • labelstring
      • Only on the statuses of a task preset (role pipeline): the task preset. Absent on other statuses.

      • positioninteger

        Its place in the team's list: sort by it to find the next status.

      • rolestring

        Which list it belongs to: job for job statuses, pipeline for the statuses of a task preset.

        • One of: "order", "quote", "job", "purchase_order", "shipment", "customer_message", "pipeline"
      • trashedboolean

        The status was deleted.

      • typestring

        The kind of status: start (Pending), pre_production and in_progress (In Progress), end (Completed).

        • One of: "start", "pre_production", "in_progress", "end"
    • status_completion_datestring (date-time) | null

      When it reached a Completed status. ISO 8601 with offset, or null.

    • status_idstring

      The task's status (a status of its task preset).

    • status_last_change_datestring (date-time) | null

      When the status last changed. ISO 8601 with offset, or null.

    • updated_atstring (date-time)
  • statusintegerrequired
  • successbooleanrequired
  • Child fields (6)
    • countintegerrequired
    • currentPageintegerrequired
    • perPageintegerrequired
    • totalintegerrequired
    • totalPagesintegerrequired

Errors

  • 401The API key is missing or wrong (unauthenticated).

  • 403You are not allowed to do this. api_access_not_in_plan: your team's plan doesn't include API access (Pro and above, with an active subscription or trial), so every request answers this until the team upgrades. When your role lacks the permission the operation needs, the body is only {"message": "Insufficient Permission"}. Other refusals use the error envelope, with unauthorized or user_is_not_authorized.

  • 404Not found. page_not_found: the team slug is unknown, you are not a member of the team, or an id in the path is not one of this team's. code: null, with a message that starts "No query results for": there is no record with that id.

  • 422The request was refused and changed nothing. validation_failed lists what to fix in error.fields; other codes name a business rule, explained in error.message. A few checks answer with only {"message": "..."}. An operation that calls another service (a payment provider, a carrier, an accounting app) can answer connect_timeout ("Please retry again") when that service does not answer in time: the change may or may not have happened there, so read the record back before you retry.

    When
    A filter has an unknown key, a missing part, or an operator or value its kind doesn't accept; or filters is an empty array.
    Fix
    Check each filter against the table.

Notes

  • assigned_users with nin keeps its old meaning on this route: "has someone assigned who isn't in the list".