Get a section for a schema

GET /api/v1/fact-find/schema/{factFindSchema_uuid}/section/{factFindSchemaSection_uuid}

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • factFindSchema_uuid string Required
  • factFindSchemaSection_uuid string Required

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • uuid string

      The UUID of the resource.

    • created_at string

      The timestamp of when the resource was created.

    • updated_at string

      The timestamp of when the resource was updated.

    • name string

      The name of the fact-find schema section.

    • front_end_section string

      The reference to the Plannr front-end. Available options:basic_details, be_iq_profiler, contact_details, debt, dependants, employment, employment_and_income, estate, expenses, fixed_assets, goals, health, income, introduction, investments, personal_details, plans, property, protection, state_pension, summary, vulnerability

    • introduction_html string

      The HTML that should be displayed on the section.

    • position integer

      The position/order of the section

GET /api/v1/fact-find/schema/{factFindSchema_uuid}/section/{factFindSchemaSection_uuid}
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/fact-find/schema/6ff8f7f6-1eb3-3525-be4a-3932c805afed/section/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
  "name": "Basic Details",
  "uuid": "2554241e-7034-41f5-88bf-0c5a23507007",
  "position": 1,
  "created_at": "2025-06-26T11:37:09+01:00",
  "updated_at": "2025-06-26T11:37:09+01:00",
  "front_end_section": "basic_details",
  "introduction_html": "<p>Please tell us your <b>basic details.</b></p>"
}