Workflow Features

Last updated: April 2026

The Agglestone Workflow Management Service provides a set of APIs for running workflow-based applications. This page gives a high-level overview of the main capabilities available to external integrators.

Workflow Definitions

Workflow definitions describe the shape of a process before any live items are created. A definition can include:

Stages that represent the states in a process
Transitions that move items between stages
Field permissions that control who can view or edit fields
Validation rules that enforce required data and business rules
Schemas that define the expected structure of workflow fields

Workflow Items

Workflow items are the live records that move through a workflow definition. With the Workflow Items API, you can:

Create new items
Retrieve paginated lists of items
Filter and sort item lists
Update item fields
Transition items between stages
Roll items back when supported by your process
Retrieve item history
Run bulk item operations
Request grouped counts for reporting-style views

Managed Data

Managed data is useful when you need reusable business records outside the lifecycle of a workflow item, such as collection points, contacts, or reusable operational entities.

You can:

Define managed data types
Apply read and edit permissions
Validate item fields with schema rules
Create, update, list, and retire managed data items

Reference Data

Reference data is designed for reusable lookup-style values used by workflow forms and integrations, such as selectable lists, hierarchical options, or workspace-specific selections.

You can:

Create and update lookup datasets
Retrieve all values for a data type
Support workspace-specific selections
Retrieve hierarchical selections level by level

File Handling

The Files API lets you upload files related to workflows or supporting records and then retrieve them through signed URLs.

This is useful for:

Image uploads
PDF attachments
Evidence or document capture
Browser-based display of stored files

Utility Endpoints

The service also exposes utility endpoints, including public holiday lookups by country and optional region.

Authentication

Requests are authenticated per tenant. In most integrations you will call the API with a bearer token:

Authorization: Bearer {token}

Some administrative scenarios may also use API-key based access where your tenant configuration supports it. Check your tenant setup if you plan to automate administrative operations server-to-server.

API Documentation

For the complete endpoint contract, request and response schemas, and interactive testing, visit our Swagger UI:

https://workflow.agglestone.com/swagger