Update a case

PUT /api/v1/cases/{uuid}

Headers

Path parameters

uuid string Required

application/json

Body

name string

Name of the case
status string

The uuid of the status chosen for the case
status_position integer

The case status's new position on the status list. Starting from 1. Only used if you are formatting cases in a kanban layout.
type string

The uuid of the type chosen for the case
value integer

Expect value the case will generate in pennies
completed_at date

Timestamp of when the case was completed
plans array[string]

The uuids of the plans that will be associated to the case when it is created. Leave NULL to disassociate all plans from the case.

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
  
  Name of the case
- slug string
  
  Slug of the case
- status object
  
  Case status
  
  Additional properties are allowed.
- type object
  
  Case type
  
  Additional properties are allowed.
- completed_at string
  
  Timestamp of when the case was completed
- value object
  
  Expected value of this case
  
  Additional properties are allowed.
- status_position integer
  
  The case status's position on the status list. Starting from 1. Only used if you are formatting cases in a kanban layout.
- participants_count integer
  
  The number of participants on the case
- participants object
  
  Participants on this case (if included)
  
  Additional properties are allowed.
- task_board_uuid string
  
  UUID of the task board
- plans object
  
  Plans in this case (if included)
  
  Additional properties are allowed.
- custom_fields array[object]
  
  Any custom fields on the model.
  
  Additional properties are allowed.

PUT /api/v1/cases/{uuid}

curl \
 -X PUT https://api.plannrcrm.com/api/v1/cases/uuid \
 -H "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
 -H "Content-Type: application/json" \
 -H "Accept: application/json" \
 -H "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 -d '{"name":"Annual review","status":"38cc22af-ba46-4045-aa24-c2bbbf7568b6","status_position":4,"type":"ca0e2009-3d2d-455b-a0d6-a2e4c9426831","value":15099,"completed_at":"2025-01-17T11:18:29+00:00","plans":[null,null]}'

Request examples

# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "name": "Annual review",
  "status": "38cc22af-ba46-4045-aa24-c2bbbf7568b6",
  "status_position": 4,
  "type": "ca0e2009-3d2d-455b-a0d6-a2e4c9426831",
  "value": 15099,
  "completed_at": "2025-01-17T11:18:29+00:00",
  "plans": [
    null,
    null
  ]
}

Response examples (200)

{
  "name": "finance",
  "slug": "finance",
  "type": {
    "name": "Mortgage Plan",
    "uuid": "779792be-401f-4479-bbe6-252612a7d40a",
    "created_at": "2025-01-17T11:18:29+00:00",
    "updated_at": "2025-01-17T11:18:29+00:00"
  },
  "uuid": "eed7a6c8-bbe4-4092-aa0a-00265cc209fa",
  "plans": {
    "name": "Johns ISA",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "cash_account",
    "uuid": "1562abd6-8b5b-4688-9494-784d5921fa79",
    "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
    "cases": "App\\Http\\Resources\\CasesResource",
    "value": {
      "amount": {
        "example": "4000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      },
      "formatted": {
        "example": "£40.00",
        "description": "Money amount formatted with currency"
      }
    },
    "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
    "client": "App\\Http\\Resources\\AccountResource",
    "covers": "App\\Http\\Resources\\Plans\\CoverResource",
    "seller": "App\\Http\\Resources\\AccountResource",
    "status": "inactive",
    "on_panel": true,
    "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
    "sub_type": "lifetime isa",
    "opened_at": "2025-01-17T11:18:29+00:00",
    "valued_at": "2025-01-17T11:18:29+00:00",
    "created_at": "2025-01-17T11:18:29+00:00",
    "statistics": {
      "recent_growth": 100
    },
    "updated_at": "2025-01-17T11:18:29+00:00",
    "advice_area": "non_investment_insurance",
    "inactive_at": "2025-01-17T11:18:29+00:00",
    "review_date": "2024-01-17",
    "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
    "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
    "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
    "under_advice": true,
    "abstract_type": "asset",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "is_wrap_child": false,
    "linked_owners": "App\\Http\\Resources\\AccountResource",
    "policy_number": "AVIVA-123",
    "show_on_joint": true,
    "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
    "can_be_deleted": "false",
    "total_benefits": {
      "critical_illness": {
        "amount": {
          "example": "15000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£150,000.00",
          "description": "Money amount formatted with currency"
        }
      },
      "family_income_benefit": {
        "amount": {
          "example": "10000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£100,000.00",
          "description": "Money amount formatted with currency"
        }
      }
    },
    "inactive_reason": "claimed",
    "is_group_scheme": false,
    "is_wrap_product": false,
    "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
    "proposal_reference": "AB123456",
    "agency_in_your_name": true,
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "is_sub_group_scheme": false,
    "total_benefit_amount": {
      "amount": {
        "example": "25000000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      },
      "formatted": {
        "example": "£250,000.00",
        "description": "Money amount formatted with currency"
      }
    },
    "is_group_scheme_member": false,
    "originally_sold_by_firm": true,
    "agency_in_your_name_from": "2024-01-17",
    "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
    "visible_on_client_portal": true,
    "include_in_client_valuation": true
  },
  "value": {
    "amount": {
      "example": "4000",
      "description": "Money amount at their lowest denominator (for example: pennies)"
    },
    "currency": {
      "example": "GBP",
      "description": "Currency of the money"
    },
    "formatted": {
      "example": "£40.00",
      "description": "Money amount formatted with currency"
    }
  },
  "status": {
    "name": "To Be Reviewed",
    "uuid": "466a7cf3-ddde-4564-baaf-ec5d98f8b2fe",
    "colour": "#23852B",
    "position": 5,
    "created_at": "2025-01-17T11:18:29+00:00",
    "updated_at": "2025-01-17T11:18:29+00:00"
  },
  "created_at": "2025-01-17T11:18:29+00:00",
  "updated_at": "2025-01-17T11:18:29+00:00",
  "completed_at": "2025-01-17T11:18:29+00:00",
  "participants": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "608f4bb3-d5e1-44a0-aecf-c2aae0dd72b8",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-01-17T11:18:29+00:00",
    "first_name": "Gareth",
    "updated_at": "2025-01-17T11:18:29+00:00",
    "with_login": true,
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-01-17T11:18:29+00:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-01-17T11:18:29+00:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "previous_review_date": "2025-01-17T11:18:29+00:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-01-17T11:18:29+00:00"
  },
  "custom_fields": [
    {
      "name": "Favourite Drink",
      "type": "string",
      "uuid": "bf0f2320-5204-4c8c-9f2c-707572005107",
      "value": "Coffee",
      "help_text": "This is the client's favourite drink.",
      "reference": "favourite_drink",
      "created_at": "2025-01-17T11:18:29+00:00",
      "updated_at": "2025-01-17T11:18:29+00:00",
      "is_required": false,
      "selection_options": [
        "Coffee",
        "Tea",
        "Water"
      ]
    }
  ],
  "status_position": 4,
  "task_board_uuid": "e6298c9c-a40d-4601-a41f-f975aa669e9b",
  "participants_count": 4
}