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PATCH
Change a checklist template item

Authorizations

Authorization
string
header
required

A firm API key, shown once when it is made, or a connected app’s OAuth access token. Each operation lists the scope it needs, such as clients:write.

Path Parameters

item
string
required

The template item id, from get_checklist_template.

Required string length: 1 - 60

Body

application/json
title
string | null
Maximum string length: 200
help
string · null · null

One line shown under the title.

Maximum string length: 300
required
boolean | null

Default true.

questions
object[] | null

For a questions item: 1 to 30.

prefill_from_facts
boolean | null

For a questions item: fill answers from the client’s accepted document facts when there are any. The client can change them.

Response

Success.

object
enum<string>
required
Available options:
checklist_template_item
id
string
required
position
number
required
kind
enum<string>
required

document asks for a file upload; questions is a short form; connect_banks asks the client to connect their banks through open banking and finishes by itself when they do.

Available options:
document,
questions,
connect_banks
title
string
required
help
string | null
required
required
boolean
required
questions
object[]
required
prefill_from_facts
boolean
required