Transfer a task
In an agent portal, you can call APIs to transfer a task to a user or group.
Transfer task to a user
To transfer a task to a user, complete the following API calls:
- To get a list of users, call the following API:
Optionally, include parameter to filter the results. The response includes theGET /users
loginId
of each user that API call returns. - To specify the new task owner, execute the following API call:
Endpoint POST /tasks/systemId/transferRequest
Example Request Body { "currentOwner": "bobagent", "comments": "Assigning to Bob Agent " }
Provide the
loginId
of the new task owner in the currentOwner field . Optionally, include comments.Note: The values will differ based on agent selections.
Transfer task to a group
- To get a list of available groups, execute the following API call:
GET /tasks/systemId/availableUserTaskGroups
- From the response, note the
value
of the group to which you want transfer the task to.{ "id": "APIGroupList-**********-**********", "option": [ ... { "name": "Underwriting Clerk", "value": "UWClerk" }, { "name": "Producer", "value": "ABC" }, { "name": "Underwriting", "value": "UW" }, ... ] }
- To specify the new group owner, execute the following API call:
Endpoint POST /tasks/systemId/transferRequest
Example Request Body
Indicate the group{ "currentGroup": "UWClerk", "comments": "Assigning to UWClerk group " }
value
in the currentGroup field. Optionally, include commentsNote: The values will differ based on agent selections.