The below examples illustrate a number of use cases to create a bulk set of Actions. Whilst you become familiar with the API, it is advisable to use a List Action response object as a template, choose a list of Actions that closely resembles the Actions you want to create. Remove, add or update any properties as per your new Action requirements and pass this as the payload to the create Action REST API call. This will help to ensure the object structure and details are in line with what the expectation of the REST API.
TABLE OF CONTENTS
- Create multiple Actions across board workspaces
- Create multiple Actions across board workspaces (Sub boards)
- Create multiple Actions and assign to multiple users as assignees
- Create Multiple Actions on a Board with Custom Properties
The maximum number of Actions that can be created in a single bulk REST API call is 50.
Create multiple Actions across board workspaces
To create bulk Actions across boards, an additional principalGuid property is required on the POST payload. The principalGuid is the unique key that directly identifies the board.
You can use the Board REST API to GET the principalGuid for a board. Rest API endpoint for Boards
An alternate method to locate the guid for a board is by navigating to the board in a browser, and looking at the URL. It should read as http://organisation.fluid.work/Process/Board/7505a102-93fc-4465-a23b-2eb6303f7f71 the value 7505a102-93fc-4465-a23b-2eb6303f7f71 is the principal GUID you should pass as part of the payload.
cURL
curl --user username:patToken --location 'http://organisation.fluid.work/rest/api/action?fields=All&expand=All' \ --header 'Content-Type: application/json' \ --data '[ { "fields": { "principalGuid": "7505a102-93fc-4465-a23b-2eb6303f7f71", "title": "BULK Create on Board 1", "description": "Bulk Create on Board 1 - Description", "status": "Not Started", "taskType": "Task" } }, { "fields": { "principalGuid": "7505a102-93fc-4465-a23b-2eb6303f7f71", "title": "BULK Create on Board 2", "description": "Bulk Create on Board 2 - Description", "status": "Not Started", "taskType": "Task" } } ]'
Sample Response
Status code: 200
JSON
{ "fields": { "assignee": [ { "id": 603, "guid": "f1cb6467-0262-4539-9148-7b869defd817", "name": "David Burt", "userName": "david.burt", "email": "dump18@fluidbsg.com" } ], "attachmentCount": 0, "author": { "id": 603, "guid": "f1cb6467-0262-4539-9148-7b869defd817", "name": "David Burt", "userName": "david.burt", "email": "dump18@fluidbsg.com" }, "boardCategory": 0, "boardId": 0, "boardGuid": "7505a102-93fc-4465-a23b-2eb6303f7f71", "boardTitle": "Bulk edit", "businessValue": 0, "chatCount": 0, "contentType": "Process", "createDate": "2024-02-16T18:34:40.0000000", "description": "Bulk Create on Board 1 - Description", "descriptionHtml": "Bulk Create on Board 1 - Description", "dueDate": null, "endDate": null, "isClosed": false, "isCalculated": false, "isOwner": true, "modifiedBy": { "id": 603, "guid": "f1cb6467-0262-4539-9148-7b869defd817", "name": "David Burt", "userName": "david.burt", "email": "dump18@fluidbsg.com" }, "modifiedDate": "2024-02-16T18:34:40.0000000", "principalGuid": "7505a102-93fc-4465-a23b-2eb6303f7f71", "shortCode": "BE-93", "startDate": null, "status": "Not Started", "statusCode": 1, "taskType": "Task", "title": "BULK Create on Board 1", "titleRichText": "BULK Create on Board 1", "titleHtml": "BULK Create on Board 1" }, "id": 4417, "methods": [ { "type": "PermaLink", "httpMethod": "GET", "url": "https://organisation.fluid.work/Action/EditFull/289df528-e74d-4b0f-a69f-455ffebd5905" }, { "type": "Update", "httpMethod": "PUT", "url": "https://organisation.fluid.work/rest/api/action/4417", "description": "Update Action", "payload": { "fields": { "description": "<Description>", "title": "<Title>" }, "customProperties": [] } }, { "type": "Delete", "httpMethod": "DELETE", "url": "https://organisation.fluid.work/rest/api/action/4417" } ], "guid": "289df528-e74d-4b0f-a69f-455ffebd5905", "url": "https://organisation.fluid.work/rest/api/action/4417" }, { "fields": { "assignee": [ { "id": 603, "guid": "f1cb6467-0262-4539-9148-7b869defd817", "name": "David Burt", "userName": "david.burt", "email": "dump18@fluidbsg.com" } ], "attachmentCount": 0, "author": { "id": 603, "guid": "f1cb6467-0262-4539-9148-7b869defd817", "name": "David Burt", "userName": "david.burt", "email": "dump18@fluidbsg.com" }, "boardCategory": 0, "boardId": 0, "boardGuid": "7505a102-93fc-4465-a23b-2eb6303f7f71", "boardTitle": "Bulk edit", "businessValue": 0, "chatCount": 0, "contentType": "Process", "createDate": "2024-02-16T18:34:41.0000000", "description": "Bulk Create on Board 2 - Description", "descriptionHtml": "Bulk Create on Board 2 - Description", "dueDate": null, "endDate": null, "isClosed": false, "isCalculated": false, "isOwner": true, "modifiedBy": { "id": 603, "guid": "f1cb6467-0262-4539-9148-7b869defd817", "name": "David Burt", "userName": "david.burt", "email": "dump18@fluidbsg.com" }, "modifiedDate": "2024-02-16T18:34:41.0000000", "principalGuid": "7505a102-93fc-4465-a23b-2eb6303f7f71", "shortCode": "BE-94", "startDate": null, "status": "Not Started", "statusCode": 1, "taskType": "Task", "title": "BULK Create on Board 2", "titleRichText": "BULK Create on Board 2", "titleHtml": "BULK Create on Board 2" }, "id": 4418, "methods": [ { "type": "PermaLink", "httpMethod": "GET", "url": "https://organisation.fluid.work/Action/EditFull/e26af371-b539-47f4-834b-a6ac2bf6cdd6" }, { "type": "Update", "httpMethod": "PUT", "url": "https://organisation.fluid.work/rest/api/action/4418", "description": "Update Action", "payload": { "fields": { "description": "<Description>", "title": "<Title>" }, "customProperties": [] } }, { "type": "Delete", "httpMethod": "DELETE", "url": "https://organisation.fluid.work/rest/api/action/4418" } ], "guid": "e26af371-b539-47f4-834b-a6ac2bf6cdd6", "url": "https://organisation.fluid.work/rest/api/action/4418" }
Create multiple Actions across board workspaces (Sub boards)
A board workspace can contain multiple Sub Boards. Each Sub Board has its own unique guid that identifies it, this is referred to as the ParentGuid.
Two additional guids are required, the principalGuid guid of the board workspace, and the parentGuid of the Sub Board itself.
You can use the Board REST API to GET the principalGuid and parentGuid for a board.
An alternate method to locate the guid for a board is by navigating to the Sub Board in a browser, and looking at the URL. It should read as https://organisation.fluid.work/Process/Board/c07hed88-10h0-4hc4-hec5-h57073b8e036/19ef7803-8e9e-4037-a613-0761336e0bcb/58c0kk41-2ekf-41k9-9kc3-27dke10bkadd/
c07hed88-10h0-4hc4-hec5-h57073b8e036 is the principalGuid
58c0kk41-2ekf-41k9-9kc3-27dke10bkadd is the parentGuid
cURL
curl --user username:patToken --location 'http://organisation.fluid.work/rest/api/action?fields=All&expand=All' \ --header 'Content-Type: application/json' \ --data '[ { "fields": { "principalGuid": "7505a102-93fc-4465-a23b-2eb6303f7f71", "parentGuid": "58c0kk41-2ekf-41k9-9kc3-27dke10bkadd", "title": "BULK Create on Board 1", "description": "Bulk Create on Board 1 - Description", "status": "Not Started", "taskType": "Task" } }, { "fields": { "principalGuid": "7505a102-93fc-4465-a23b-2eb6303f7f71", "parentGuid": "58c0kk41-2ekf-41k9-9kc3-27dke10bkadd", "title": "BULK Create on Board 2", "description": "Bulk Create on Board 2 - Description", "status": "Not Started", "taskType": "Task" } } ]'
Sample Response
Status code: 200
JSON
{ "fields": { "assignee": [ { "id": 603, "guid": "f1cb6467-0262-4539-9148-7b869defd817", "name": "David Burt", "userName": "david.burt", "email": "dump18@fluidbsg.com" } ], "attachmentCount": 0, "author": { "id": 603, "guid": "f1cb6467-0262-4539-9148-7b869defd817", "name": "David Burt", "userName": "david.burt", "email": "dump18@fluidbsg.com" }, "boardCategory": 0, "boardId": 0, "boardGuid": "7505a102-93fc-4465-a23b-2eb6303f7f71", "boardTitle": "Bulk edit", "businessValue": 0, "chatCount": 0, "contentType": "Process", "createDate": "2024-02-16T18:34:40.0000000", "description": "Bulk Create on Board 1 - Description", "descriptionHtml": "Bulk Create on Board 1 - Description", "dueDate": null, "endDate": null, "isClosed": false, "isCalculated": false, "isOwner": true, "modifiedBy": { "id": 603, "guid": "f1cb6467-0262-4539-9148-7b869defd817", "name": "David Burt", "userName": "david.burt", "email": "dump18@fluidbsg.com" }, "modifiedDate": "2024-02-16T18:34:40.0000000", "principalGuid": "7505a102-93fc-4465-a23b-2eb6303f7f71", "shortCode": "BE-93", "startDate": null, "status": "Not Started", "statusCode": 1, "taskType": "Task", "title": "BULK Create on Board 1", "titleRichText": "BULK Create on Board 1", "titleHtml": "BULK Create on Board 1" }, "id": 4417, "methods": [ { "type": "PermaLink", "httpMethod": "GET", "url": "https://organisation.fluid.work/Action/EditFull/289df528-e74d-4b0f-a69f-455ffebd5905" }, { "type": "Update", "httpMethod": "PUT", "url": "https://organisation.fluid.work/rest/api/action/4417", "description": "Update Action", "payload": { "fields": { "description": "<Description>", "title": "<Title>" }, "customProperties": [] } }, { "type": "Delete", "httpMethod": "DELETE", "url": "https://organisation.fluid.work/rest/api/action/4417" } ], "guid": "289df528-e74d-4b0f-a69f-455ffebd5905", "url": "https://organisation.fluid.work/rest/api/action/4417" }, { "fields": { "assignee": [ { "id": 603, "guid": "f1cb6467-0262-4539-9148-7b869defd817", "name": "David Burt", "userName": "david.burt", "email": "dump18@fluidbsg.com" } ], "attachmentCount": 0, "author": { "id": 603, "guid": "f1cb6467-0262-4539-9148-7b869defd817", "name": "David Burt", "userName": "david.burt", "email": "dump18@fluidbsg.com" }, "boardCategory": 0, "boardId": 0, "boardGuid": "7505a102-93fc-4465-a23b-2eb6303f7f71", "boardTitle": "Bulk edit", "businessValue": 0, "chatCount": 0, "contentType": "Process", "createDate": "2024-02-16T18:34:41.0000000", "description": "Bulk Create on Board 2 - Description", "descriptionHtml": "Bulk Create on Board 2 - Description", "dueDate": null, "endDate": null, "isClosed": false, "isCalculated": false, "isOwner": true, "modifiedBy": { "id": 603, "guid": "f1cb6467-0262-4539-9148-7b869defd817", "name": "David Burt", "userName": "david.burt", "email": "dump18@fluidbsg.com" }, "modifiedDate": "2024-02-16T18:34:41.0000000", "principalGuid": "7505a102-93fc-4465-a23b-2eb6303f7f71", "shortCode": "BE-94", "startDate": null, "status": "Not Started", "statusCode": 1, "taskType": "Task", "title": "BULK Create on Board 2", "titleRichText": "BULK Create on Board 2", "titleHtml": "BULK Create on Board 2" }, "id": 4418, "methods": [ { "type": "PermaLink", "httpMethod": "GET", "url": "https://organisation.fluid.work/Action/EditFull/e26af371-b539-47f4-834b-a6ac2bf6cdd6" }, { "type": "Update", "httpMethod": "PUT", "url": "https://organisation.fluid.work/rest/api/action/4418", "description": "Update Action", "payload": { "fields": { "description": "<Description>", "title": "<Title>" }, "customProperties": [] } }, { "type": "Delete", "httpMethod": "DELETE", "url": "https://organisation.fluid.work/rest/api/action/4418" } ], "guid": "e26af371-b539-47f4-834b-a6ac2bf6cdd6", "url": "https://organisation.fluid.work/rest/api/action/4418" }
Create multiple Actions and assign to multiple users as assignees
To create an Action and assign multiple assignees, as part of the payload, include in the assignee property an array of objects with properties set for username, or id, or guid, or email. Only 1 property is required, per assignee you want to add to this Action.
cURL
curl --user username:patToken --location 'http://oganisation.fluid.work/rest/api/action' \ --header 'Content-Type: application/json' \ --data '[ { "fields": { "assignee": [ { "userName": "bruce.banner" }, { "userName": "adam.jones" } ], "title": "BULK Create on Board 1", "description": "Bulk Create on Board 1 - Description", "status": "Not Started", "taskType": "Task" } }, { "fields": { "assignee": [ { "userName": "bruce.banner" }, { "userName": "adam.jones" } ], "title": "BULK Create on Board 2", "description": "Bulk Create on Board 2 - Description", "status": "Not Started", "taskType": "Task" } } ]'
Sample Response
Status code: 200
JSON
{ "fields": { "assignee": [ { "id": 595, "guid": "b0a1e7e6-2389-4cdc-8d7e-5263eb512e0d", "name": "Adam Jones", "userName": "adam.jones", "email": "dump7@fluidbsg.com" }, { "id": 598, "guid": "1020642e-3e48-49aa-a693-dd8be2b7795c", "name": "Bruce Banner", "userName": "bruce.banner", "email": "bruce.banner@fluidbsg.com" } ], "attachmentCount": 0, "author": { "id": 603, "guid": "f1cb6467-0262-4539-9148-7b869defd817", "name": "David Burt", "userName": "david.burt", "email": "dump18@fluidbsg.com" }, "businessValue": 0, "chatCount": 0, "contentType": "Process", "createDate": "2024-02-16T18:38:48.0000000", "description": "Bulk Create on Board 1 - Description", "descriptionHtml": "Bulk Create on Board 1 - Description", "dueDate": null, "endDate": null, "isClosed": false, "isCalculated": false, "isOwner": true, "modifiedBy": { "id": 603, "guid": "f1cb6467-0262-4539-9148-7b869defd817", "name": "David Burt", "userName": "david.burt", "email": "dump18@fluidbsg.com" }, "modifiedDate": "2024-02-16T18:38:48.0000000", "principalGuid": "f1cb6467-0262-4539-9148-7b869defd817", "shortCode": "BE-95", "startDate": null, "status": "Not Started", "statusCode": 1, "taskType": "Task", "title": "BULK Create on Board 1", "titleRichText": "BULK Create on Board 1", "titleHtml": "BULK Create on Board 1" }, "id": 4419, "methods": [ { "type": "PermaLink", "httpMethod": "GET", "url": "https://organisation.fluid.work/Action/EditFull/72d83abe-f02e-41fe-a660-490e82409f62" }, { "type": "Update", "httpMethod": "PUT", "url": "https://organisation.fluid.work/rest/api/action/4419", "description": "Update Action", "payload": { "fields": { "description": "<Description>", "title": "<Title>" }, "customProperties": [] } }, { "type": "Delete", "httpMethod": "DELETE", "url": "https://organisation.fluid.work/rest/api/action/4419" } ], "guid": "72d83abe-f02e-41fe-a660-490e82409f62", "url": "https://organisation.fluid.work/rest/api/action/4419" }, { "fields": { "assignee": [ { "id": 595, "guid": "b0a1e7e6-2389-4cdc-8d7e-5263eb512e0d", "name": "Adam Jones", "userName": "adam.jones", "email": "dump7@fluidbsg.com" }, { "id": 598, "guid": "1020642e-3e48-49aa-a693-dd8be2b7795c", "name": "Bruce Banner", "userName": "bruce.banner", "email": "bruce.banner@fluidbsg.com" } ], "attachmentCount": 0, "author": { "id": 603, "guid": "f1cb6467-0262-4539-9148-7b869defd817", "name": "David Burt", "userName": "david.burt", "email": "dump18@fluidbsg.com" }, "businessValue": 0, "chatCount": 0, "contentType": "Process", "createDate": "2024-02-16T18:38:50.0000000", "description": "Bulk Create on Board 2 - Description", "descriptionHtml": "Bulk Create on Board 2 - Description", "dueDate": null, "endDate": null, "isClosed": false, "isCalculated": false, "isOwner": true, "modifiedBy": { "id": 603, "guid": "f1cb6467-0262-4539-9148-7b869defd817", "name": "David Burt", "userName": "david.burt", "email": "dump18@fluidbsg.com" }, "modifiedDate": "2024-02-16T18:38:50.0000000", "principalGuid": "f1cb6467-0262-4539-9148-7b869defd817", "shortCode": "BE-96", "startDate": null, "status": "Not Started", "statusCode": 1, "taskType": "Task", "title": "BULK Create on Board 2", "titleRichText": "BULK Create on Board 2", "titleHtml": "BULK Create on Board 2" }, "id": 4420, "methods": [ { "type": "PermaLink", "httpMethod": "GET", "url": "https://organisation.fluid.work/Action/EditFull/f54e63c6-1411-4fe8-a071-0920e051f3f3" }, { "type": "Update", "httpMethod": "PUT", "url": "https://organisation.fluid.work/rest/api/action/4420", "description": "Update Action", "payload": { "fields": { "description": "<Description>", "title": "<Title>" }, "customProperties": [] } }, { "type": "Delete", "httpMethod": "DELETE", "url": "https://organisation.fluid.work/rest/api/action/4420" } ], "guid": "f54e63c6-1411-4fe8-a071-0920e051f3f3", "url": "https://organisation.fluid.work/rest/api/action/4420" }
Create Multiple Actions on a Board with Custom Properties
To create an action with specific custom properties as defined by the board configuration where this Action is to be created, you will need to set 3 specific values for each custom property. You need the datatype of the custom property, the key (unique name of the custom property) and the value you want to set. Note all values regardless of datatype are passed as string values in the payload.
cURL
curl --user username:patToken --location 'http://organisation.fluid.work/rest/api/action/bulk?fields=all&expand=all' \ --header 'Content-Type: application/json' \ --data '[ { "fields": { "principalGuid": "7505a102-93fc-4465-a23b-2eb6303f7f71", "title": "Sample Title 1", "description": "Sample Description 1", "status": "Not Started", "taskType": "Task" }, "customProperties": [ { "dataType": "Text", "key": "custom1", "value": "Custom Sample 1" }, { "dataType": "MultiOption", "key": "CustomMulti", "value": "mult2" }, { "dataType": "Date", "key": "CustomDate", "value": "2023-10-17" } ] }, { "fields": { "principalGuid": "7505a102-93fc-4465-a23b-2eb6303f7f71", "title": "Sample Title 2", "description": "Sample Description 2", "status": "Not Started", "taskType": "Task" }, "customProperties": [ { "dataType": "Text", "key": "custom1", "value": "Custom Sample 2" }, { "dataType": "MultiOption", "key": "CustomMulti", "value": "mult2" }, { "dataType": "Date", "key": "CustomDate", "value": "2023-10-20" } ] } ]'
Sample Response
Status code: 200
JSON
{ "fields": { "assignee": [ { "id": 603, "guid": "f1cb6467-0262-4539-9148-7b869defd817", "name": "David Burt", "userName": "david.burt", "email": "dump18@fluidbsg.com" } ], "attachmentCount": 0, "author": { "id": 603, "guid": "f1cb6467-0262-4539-9148-7b869defd817", "name": "David Burt", "userName": "david.burt", "email": "dump18@fluidbsg.com" }, "boardCategory": 0, "boardId": 0, "boardGuid": "7505a102-93fc-4465-a23b-2eb6303f7f71", "boardTitle": "Bulk edit", "businessValue": 0, "chatCount": 0, "contentType": "Process", "createDate": "2024-02-16T18:48:14.0000000", "description": "Sample Description 1", "descriptionHtml": "Sample Description 1", "dueDate": null, "endDate": null, "isClosed": false, "isCalculated": false, "isOwner": true, "modifiedBy": { "id": 603, "guid": "f1cb6467-0262-4539-9148-7b869defd817", "name": "David Burt", "userName": "david.burt", "email": "dump18@fluidbsg.com" }, "modifiedDate": "2024-02-16T18:48:14.0000000", "principalGuid": "7505a102-93fc-4465-a23b-2eb6303f7f71", "shortCode": "BE-97", "startDate": null, "status": "Not Started", "statusCode": 1, "taskType": "Task", "title": "Sample Title 1", "titleRichText": "Sample Title 1", "titleHtml": "Sample Title 1" }, "customProperties": [ { "guid": "54a14af6-bb3c-457d-892f-4a58e7070aff", "dataType": "Text", "isAdminLocked": false, "isCatalogType": false, "isMultiple": false, "isSubType": false, "key": "custom1", "required": false, "reportable": false, "readOnly": false, "value": "Custom Sample 1" }, { "guid": "a072f35e-d8e9-4422-b85c-fb989cd34320", "dataType": "MultiOption", "isAdminLocked": false, "isCatalogType": false, "isMultiple": false, "isSubType": false, "key": "CustomMulti", "required": false, "reportable": false, "readOnly": false, "value": "mult2" }, { "guid": "a9fd0447-fc19-442a-a924-2c179a27aab5", "dataType": "Date", "isAdminLocked": false, "isCatalogType": false, "isMultiple": false, "isSubType": false, "key": "CustomDate", "required": false, "reportable": false, "readOnly": false, "value": "2023-10-17" } ], "id": 4425, "methods": [ { "type": "PermaLink", "httpMethod": "GET", "url": "https://organisation.fluid.work/Action/EditFull/19360cbf-c99b-4bf6-8a81-8b6480fb7cb5" }, { "type": "Update", "httpMethod": "PUT", "url": "https://organisation.fluid.work/rest/api/action/4425", "description": "Update Action", "payload": { "fields": { "description": "<Description>", "title": "<Title>" }, "customProperties": [] } }, { "type": "Delete", "httpMethod": "DELETE", "url": "https://organisation.fluid.work/rest/api/action/4425" } ], "guid": "19360cbf-c99b-4bf6-8a81-8b6480fb7cb5", "url": "https://organisation.fluid.work/rest/api/action/4425" }, { "fields": { "assignee": [ { "id": 603, "guid": "f1cb6467-0262-4539-9148-7b869defd817", "name": "David Burt", "userName": "david.burt", "email": "dump18@fluidbsg.com" } ], "attachmentCount": 0, "author": { "id": 603, "guid": "f1cb6467-0262-4539-9148-7b869defd817", "name": "David Burt", "userName": "david.burt", "email": "dump18@fluidbsg.com" }, "boardCategory": 0, "boardId": 0, "boardGuid": "7505a102-93fc-4465-a23b-2eb6303f7f71", "boardTitle": "Bulk edit", "businessValue": 0, "chatCount": 0, "contentType": "Process", "createDate": "2024-02-16T18:48:15.0000000", "description": "Sample Description 2", "descriptionHtml": "Sample Description 2", "dueDate": null, "endDate": null, "isClosed": false, "isCalculated": false, "isOwner": true, "modifiedBy": { "id": 603, "guid": "f1cb6467-0262-4539-9148-7b869defd817", "name": "David Burt", "userName": "david.burt", "email": "dump18@fluidbsg.com" }, "modifiedDate": "2024-02-16T18:48:15.0000000", "principalGuid": "7505a102-93fc-4465-a23b-2eb6303f7f71", "shortCode": "BE-98", "startDate": null, "status": "Not Started", "statusCode": 1, "taskType": "Task", "title": "Sample Title 2", "titleRichText": "Sample Title 2", "titleHtml": "Sample Title 2" }, "customProperties": [ { "guid": "3d27b680-b688-45f1-89c5-27dacc299fba", "dataType": "Text", 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Status code: 200
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