Desk

Update Account Plan Step

Approve, reject or edit ONE step on the latest plan version.

The only in-place edit on this surface. Approving a step does not SEND it - it marks it ready, and the desk raises it as a card when its time comes.

put/desk/accounts/{account_id}/plan/steps/{step_id}

Request

  • Base URL: https://be.graph8.com/api/v1
  • URL: https://be.graph8.com/api/v1/desk/accounts/{account_id}/plan/steps/{step_id}
  • Auth: HTTP bearer

Path parameters

account_idinteger required

The account's mashup company id (cb_account_plans.account_id).

step_idstring required

Step id, as carried on the plan.

Headers

Authorizationstring nullable
X-Target-Org-Idstring nullable

Request body

action'approve' | 'reject' | 'edit' required
draft_contentstring nullable
scheduled_atstring nullable

Response

Successful Response

dataAccountPlanPayload required

An open envelope for a plan, a context read or a committee result.

Changes

No recorded changes to this operation across all 2 revisions of this API.