Predefined Decision Notes

Configure predefined notes as menu options when reviewers approve or reject rows. This feature can be configured globally for all reviews or specifically for individual review configurations. When configured for a specific review configuration (using workflow_id), those settings override any global predefined notes.

The predefined notes appear as selectable options in the notes dialog when making decisions, suggesting standardized responses alongside free-form text entry.

Parameters

The request body accepts:

• reject_notes: Array of predefined note options shown when rejecting rows

• accept_notes: Array of predefined note options shown when approving rows

• workflow_id: (Optional) Specific review configuration ID to override global settings

Example

Example request body:

{
    "value": {
        "reject_notes": [
            "Rotate now",
            "Delete secret"
        ],
        "accept_notes": []
    },
    "workflow_id": "8ae1c414-3a76-46cb-950a-925316b3f264"  // Optional
}

Get Predefined Notes Settings

Retrieve the current predefined notes settings. Include the optional workflow_id query parameter to get settings for a specific review configuration.

Global Settings Request:

curl -L 'https://your-organization.vezacloud.com/api/private/workflows/access/global_settings/predefined_decision_notes' \
-H 'Authorization: Bearer YOUR_API_KEY'

Configuration-Specific Request:

curl -L 'https://your-organization.vezacloud.com/api/private/workflows/access/global_settings/predefined_decision_notes?workflow_id=8ae1c414-3a76-46cb-950a-925316b3f264' \
-H 'Authorization: Bearer YOUR_API_KEY'

Example response:

{
    "value": {
        "reject_notes": [
            "Rotate now",
            "Delete secret"
        ],
        "accept_notes": []
    }
}

Set Predefined Notes Settings

Update the predefined notes settings globally or for a specific review configuration.

Configuration-Specific Request:

curl -L -X PUT 'https://your-organization.vezacloud.com/api/private/workflows/access/global_settings/predefined_decision_notes' \
-H 'Content-Type: application/json' \
-H 'Authorization: Bearer YOUR_API_KEY' \
-d '{
    "value": {
        "reject_notes": [
            "Rotate now",
            "Delete secret"
        ],
        "accept_notes": []
    },
    "workflow_id": "8ae1c414-3a76-46cb-950a-925316b3f264"
}'