Changelog for December 22, 2023

Overview

We're continuing our endeavor to export Account Administration settings. The Task Settings and Task Templates endpoints allow account administrators to review a list of task settings and the deal and space types they're associated with as well as metadata and conditions that apply to those tasks.

The Asset Groups endpoint allows account administrators to retrieve Asset groupings and link them to task settings that are set up for that asset group.

Additionally, some of these Account Admin paths have changed to make them easier to find. Please see the callout below.

New API Features

📘

New Account Admin Group

Since we'll be expanding our Account Admin endpoints, we've added the endpoints from this update and the previous update to a new Account Admin group.

The Asset Permissions path can now be found at /api/v1/account_admin/user_asset_permissions

The User Permissions path can now be found at
/api/v1/account_admin/user_space_permissions

While the path has changed, the shape of the response has not changed.

Task Settings

A new path to /api/v1/account_admin/task_settings includes the following attributes and relationships:

• Name
• deal_types(list will be empty if "any" is selected)
• space_types(list will be empty if "any" is selected)
• a link to asset_groups
• a link to task_templates

Task Templates

A new path to /api/v1/account_admin/task_settings includes the following attributes and relationships:

• Name
• deal_stage
• order_number
• required
• a link to assignee
• a link to task_setting

Asset Groups

A new path to /api/v1/account_admin/asset_groups includes the following attributes and relationships:

• Name
• a link to assets object
• a link to task_settingobject

Upcoming

Our next set of Next Gen API enhancements will include the following updates:

• Additional enhancements for account administrators to retrieve Approval Settings