Manage Workflows in GrantsConnect API

A user's access to workflow levels can be managed in the GrantsConnect API. This includes the users that have permission to view or approve grants.

  1. Call POST api/client/v1/grantmanagerusers/userbyemail to find the individual’s userId.

  2. Call POST api/client/v1/workflows to retrieve a list of workflows.

    1. Find the ID of the workflow (i.e., workflowId) to use.

    2. Alternative: If the name of the workflow is known, a file {“Name”: “YourWorkflowNameHere”} can be added to the body to retrieve the specific workflow object.

  3. If the alternative suggestion was note used, then call GET api/client/v1/workflows/{workflowId} to pull back the workflow object.

  4. Call POST api/client/v1/updateUserWorkflows to update the workflow. Be sure to update the JSON object to add the user at the correct sublevel.

    Warning: The format of the workflow JSON must be accurate to avoid system errors.

The instructions provided above can be used to find the userId, workflow object, and JSON. In this scenario, update the JSON to remove or change the user’s workflow level access before posting.