Get all fact-find requests for the user.
Headers
-
Content-Type string
-
Accept string
-
X-PLANNR-ACCOUNT-UUID string
Query parameters
-
filter[uuid] string
Filter by a comma separated list of UUIDs.
-
sort string
Field to sort by. Valid fields are [created_at, updated_at]. Negative sign to denote DESC. Defaults to '-created_at'.
-
per_page integer
Number of results to return with pagination (Default 15. Max 500).
GET
/api/v1/fact-find/request
curl \
--request GET https://api.plannrcrm.com/api/v1/fact-find/request \
--header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
--header "Content-Type: application/json" \
--header "Accept: application/json" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
"data": [
{
"uuid": "610d364c-4f64-4058-9a9b-d032a250130d",
"schema": {
"name": "Default fact-find",
"uuid": "c8cf0df5-1947-4d7f-8318-71c25f480f50",
"created_at": "2025-02-20T10:13:05+00:00",
"updated_at": "2025-02-20T10:13:05+00:00",
"archived_at": "2025-02-19T10:13:05+00:00",
"is_archived": false,
"sections_count": 5,
"introduction_html": "Welcome to our fact-find! <b>You can use some HTML too.</b>"
},
"status": "complete",
"created_at": "2025-02-20T10:13:05+00:00",
"updated_at": "2025-02-20T10:13:05+00:00",
"latest_file": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Welcome to Plannr",
"path": "Gareth Thompson/Subfolder/Welcome to Plannr.pdf",
"size": "21691783",
"tags": "App\\Http\\Resources\\TagResource",
"type": "type",
"uuid": "fffc978a-8117-4205-adcf-f21384fb9faf",
"folder": "App\\Http\\Resources\\FolderResource",
"status": "uploaded",
"account": "App\\Http\\Resources\\MinimalAccountResource",
"filename": "Welcome to Plannr.pdf",
"progress": "100",
"extension": "pdf",
"navigator": {
"model_type": "account",
"model_uuid": "57224ebf-9c0a-477f-b953-5489d666a3e1"
},
"created_at": "2025-02-20T10:13:05+00:00",
"updated_at": "2025-02-20T10:13:05+00:00",
"folder_name": "folder 2",
"uploaded_at": "2025-02-20T10:13:05+00:00",
"documentable": "Object",
"download_url": "https://plannr.valet/file/9d5b3665-4663-476a-b3c0-3ae416f5a5bd/download",
"last_modified": "2025-02-20T10:13:05+00:00",
"documentable_type": "account",
"original_created_at": "2025-02-20T10:13:05+00:00"
},
"completed_at": "2025-02-15T10:13:05+00:00",
"invitation_text": "Please complete this fact-find!"
}
]
}