/v1/workspace/processor/criteriaRead what counts as a processed deal
This workspace's processor@ criteria: the intake rules that decide whether an arriving email is taken at all ({signal, comparison, value, onFail} over its files' count, kinds, sizes, locks, duplicates and classified types), the completeness rules per product that decide missing information versus a complete deal (what the documents contain, each required, nice_to_have or warning, in plain words), whether a deal is made on arrival or only once no required rule fails, which emails go out, the deals-board status a new deal lands in and its default assignee — plus the presets the pane can apply. isDefault is true while the workspace never saved any. Reach for it to explain why an emailed application was held or refused. Any seat.
Access class: workspace.
Send request
Use the documented inputs to call this endpoint directly.
Parameters
Values are applied to the request and the example on the right.
Responses
the action's answer
{
"data": {
"completeness": [
"string"
],
"dealCreation": "string",
"dealStatus": "string",
"dealTypeChoices": [
{
"builtIn": true,
"key": "string",
"label": "string"
}
],
"dealTypes": {},
"defaultAssigneeAccountId": "",
"emailsOff": [
"string"
],
"fileTypes": {},
"intake": [
"string"
],
"isDefault": true,
"presets": {
"completeness": [
{
"key": "string",
"label": "string",
"set": {
"productType": "string",
"rules": [
{
"check": "string",
"documentType": "string",
"message": "string",
"severity": "string",
"value": "string"
}
]
}
}
],
"intake": [
{
"description": "string",
"key": "string",
"label": "string",
"rules": [
{
"comparison": "string",
"onFail": "string",
"signal": "string",
"value": "string"
}
]
}
]
}
}
}a refusal: {"error": "<what a person needs to read>"}. 401 no credential, 402 the plan does not include this, 403 the seat does not, 404 the thing does not exist or is not yours to see.
{
"error": "string"
}