Update a schema section
Body
-
The name of the fact-find schema section. Must be unique.
-
The reference to the Plannr front-end. Must be unique. 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
-
The HTML that should be displayed on the section.
-
The position/order of the section
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": "4571b615-b2d8-48c8-bb4d-2cd59666aa22",
"position": 1,
"created_at": "2025-08-07T13:41:45+01:00",
"updated_at": "2025-08-07T13:41:45+01:00",
"front_end_section": "basic_details",
"introduction_html": "<p>Please tell us your <b>basic details.</b></p>"
}