put https://api.eu.mesh.complyadvantage.com/v2/cases/workflows/
This endpoint updates a single Workflow by ID.
Supported Operations:
-
Rename Stages:
- You can change the name of existing stages
- Any change in name will apply to all cases, including closed cases. Ensure the new stage name preserves the original meaning to maintain integrity in audit logs, insights, and reports
- Renaming decisions does not change their decision type
-
Reorder Stages:
- Stages of types Reviews and Decision can be reordered across the new display order
- Stages can only be reordered within their types
-
Add Stages:
- Review stage:
- a minimum of 1 review stage is needed
- a maximum of 8 review stages are allowed
- Decisions:
- a minimum of 2 decisions are needed and this should include one of each:
- positive
- negative
- a maximum of 8 decisions are allowed
- a minimum of 2 decisions are needed and this should include one of each:
- Review stage:
You need the "Admin account" permission to use this endpoint.