1. List task and appointments (api1/tasks/tasks_appointments)

This method will answer with a collection of task and appointments. The collection wil be in JSON format.
If no case ID is given, it will filter by the current user ID

URL
Server URL HTTP type
UAT https://api-ca-uat.iinsightonline.com/api1/tasks/tasks_appointments GET
PRODUCTION https://api-ca.iinsightonline.com/api1/tasks/tasks_appointments GET
Authorization
Parameter Value Mandatory
Type Bearer Token Yes
Token The token is generated using the /auth/login method Yes
Query Params
Parameter Value Mandatory
case_id Case ID (i.e.: 1) No (If no case ID is given, it will filter by the current user ID)
type Task and Appointment type. Options: completed and incompleted Yes
fields Contacs fields seperated by comma and no blank spaces. (i.e.: field_name1,field_name2,...) Yes
sort_col Sort by column field name. (i.e.: field_name) No
sort_type Sort column type. Options: asc, desc No
search_criteria Search criteria in json format (i.e.: {"field_name1":"value1","field_name2":"value2"}) No
page The page number of the paginated results. (i.e.: 1) No
limit The limit amount of items. (i.e.: 1) No
Response

[
    {
        "id": "4797",
        "type": "appointment",
        "description": "",
        "title": "iin: test",
        "status": "Completed",
        "is_recurrent": "Yes/No",
        "date": "19-05-2023",
        "time_from": "10:00 AM",
        "time_to": "10:30 AM",
        "assigned_to": "John Doe",
        "created_by": null,
        "priority": "",
        "location": "Sydney",
        "resource": null,
        "billed": "No",
        "invoiced": "No",
        "invoice_no": null,
        "amount": null,
        "paid": null,
        "case": "Eric Jones (VIC3)",
        "case_id": "6",
        "has_alert": "Yes/No"
    },
    {
        "id": "82",
        "type": "task",
        "description": "This is a description",
        "title": "Test title",
        "status": "Completed",
        "is_recurrent": "Yes/No",
        "date": "21-10-2020",
        "time_from": "",
        "time_to": "",
        "assigned_to": "John Doe",
        "created_by": "John Doe",
        "priority": "low",
        "location": "",
        "resource": "",
        "billed": "",
        "invoiced": "",
        "invoice_no": "",
        "amount": "",
        "paid": "",
        "case": "Eric Jones (VIC3)",
        "case_id": 3,
        "has_alert": "No"
    }
]
    

2. Get Task description (api1/tasks/description)

This method will answer with a collection of task description.

URL
Server URL HTTP type
UAT https://api-ca-uat.iinsightonline.com/api1/tasks/description GET
PRODUCTION https://api-ca.iinsightonline.com/api1/tasks/description GET
Authorization
Parameter Value Mandatory
Type Bearer Token Yes
Token The token is generated using the /auth/login method Yes
Query Params
Parameter Value Mandatory
id Task ID Yes
Response

    {
        "task_id": "81",
        "title": "task1",
        "description": "Description with HTML",
        "priority": "low",
        "due_date": "01-10-2020",
        "assigned_to_id": "166",
        "assigned_to": "John Doe",
        "created_by_id": null,
        "created_by": null,
        "status": "Working On",
        "status_id": "2",
        "case_id": "2",
        "case": "tests (VIC214)"
    }
    

3. New case Task (api1/tasks/new)

This method will allow to create a new case task.

URL
Server URL HTTP type
UAT https://api-ca-uat.iinsightonline.com/api1/tasks/new POST
PRODUCTION https://api-ca.iinsightonline.com/api1/tasks/new POST
Authorization
Parameter Value Mandatory
Type Bearer Token Yes
Token The token is generated using the /auth/login method Yes
Query Params
Parameter Value Mandatory
case_id Case ID (i.e.: 1) Yes
title Task title (i.e.: Minor task) Yes
assigned_to_id User assigned to task ID (i.e.: 1) Yes
created_by_id Task created by user ID (i.e.: 1) Yes
due_date Task due date (i.e.: dd-mm-yyyy) Yes
status_id Task status ID (i.e.: 1) Yes
priority Task priority (Options: low, medium, high) Yes
description Task description (i.e.: This is a description) No
Response

    {
      "response": "Task created successfuly",
      "task_id": 256
    }
    

4. Update case Task (api1/tasks/update)

This method will allow to update a case task.

URL
Server URL HTTP type
UAT https://api-ca-uat.iinsightonline.com/api1/tasks/update PUT
PRODUCTION https://api-ca.iinsightonline.com/api1/tasks/update PUT
Authorization
Parameter Value Mandatory
Type Bearer Token Yes
Token The token is generated using the /auth/login method Yes
Query Params (As it's PUT method this need to go on the x-www-form-urlencoded)
Parameter Value Mandatory
task_id Task ID (i.e.: 1) Yes
title Task title (i.e.: Minor task) No
assigned_to_id User assigned to task ID (i.e.: 1) No
created_by_id Task created by user ID (i.e.: 1) No
due_date Task due date (i.e.: dd-mm-yyyy) No
status_id Task status ID (i.e.: 1) No
priority Task priority (Options: low, medium, high) No
description Task description (i.e.: This is a description) No
Response

    {
      "response": "Task updated successfuly",
      "task_id": 256
    }
    

5. Delete case Task (api1/tasks/delete)

This method will allow to delete a case task.

URL
Server URL HTTP type
UAT https://api-ca-uat.iinsightonline.com/api1/tasks/delete DELETE
PRODUCTION https://api-ca.iinsightonline.com/api1/tasks/delete DELETE
Authorization
Parameter Value Mandatory
Type Bearer Token Yes
Token The token is generated using the /auth/login method Yes
Query Params (As it's DELETE method this need to go on the x-www-form-urlencoded)
Parameter Value Mandatory
task_id Task ID (i.e.: 1) Yes
Response

    {
      "response": "Task deleted successfuly",
    }