PUT /api/v1/fact-find/schema/{factFindSchema_uuid}/section/{factFindSchemaSection_uuid}
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • factFindSchema_uuid string Required
  • factFindSchemaSection_uuid string Required
application/json

Body

  • name string

    The name of the fact-find schema section. Must be unique.

  • front_end_section string

    The reference to the Plannr front-end. Must be unique.

    Value Description
    basic_details Basic Details
    be_iq_profiler Be Iq Profiler
    contact_details Contact Details
    debt Debt
    dependants Dependants
    employment Employment
    employment_and_income Employment And Income
    estate Estate
    expenses Expenses
    fixed_assets Fixed Assets
    goals Goals
    health Health
    income Income
    introduction Introduction
    investments Investments
    personal_details Personal Details
    plans Plans
    property Property
    protection Protection
    state_pension State Pension
    summary Summary
    vulnerability Vulnerability

    Values are 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, or vulnerability.

  • introduction_html string

    The HTML that should be displayed on the section.

  • position integer

    The position/order of the section

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • uuid string
    • created_at string
    • updated_at string
    • name string
    • front_end_section string
    • introduction_html string
    • position integer
PUT /api/v1/fact-find/schema/{factFindSchema_uuid}/section/{factFindSchemaSection_uuid} 
curl \
 --request PUT '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 "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"name":"Basic Details","front_end_section":"basic_details","introduction_html":"\u003cp\u003ePlease tell us your \u003cb\u003ebasic details.\u003c/b\u003e\u003c/p\u003e","position":1}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "name": "Basic Details",
  "front_end_section": "basic_details",
  "introduction_html": "<p>Please tell us your <b>basic details.</b></p>",
  "position": 1
}
Response examples (200) 
[
  {
    "name": "Basic Details",
    "uuid": "6c6a683d-414b-4ad2-906f-a4d9a467866d",
    "position": 1,
    "created_at": "2025-12-24T11:02:59+00:00",
    "updated_at": "2025-12-24T11:02:59+00:00",
    "front_end_section": "basic_details",
    "introduction_html": "<p>Please tell us your <b>basic details.</b></p>"
  }
]