OnboardingFlow
An onboarding flow: the journey a respondent follows, with its routing graph.
idrequiredstring (uuid)- The flow id.
namerequiredstring- The flow's display name. Names need not be unique.
statusrequiredstring- draft or published. Read-only: change it with the publish and unpublish actions.One of: draft, published
expiry_typerequiredstring- How often a respondent must complete the flow again: daily, one_month, three_month, six_month, twelve_month or never_expire.One of: daily, one_month, three_month, six_month, twelve_month, never_expire
mode_typerequiredstring- continuous lets a respondent change answers at any time; versioned keeps each completion as it was.One of: continuous, versioned
user_typesrequiredstring[]- The user types the flow can onboard: investor, advisor or both.
routesrequiredobject[]- The routing graph: the edges a respondent can follow between the flow's forms, in the order they were written. Empty until a graph is written.
definitionrequiredobject | null- The editor's layout for the flow. Opaque to the API: it is kept as sent.
form_countrequiredinteger- How many forms the flow has, the start form included.
start_form_idrequiredstring | null (uuid)- The id of the flow's start form, the form every respondent sees first.
created_atrequiredstring (date-time)- When the flow was created.
updated_atrequiredstring | null (date-time)- When the flow last changed.