Update a Collection

PATCH

apps

{app_id}

collections

{collection_id}

Update a Collection

curl --request PATCH \
  --url https://api.example.com/apps/{app_id}/collections/{collection_id} \
  --header 'Content-Type: application/json' \
  --data '
{
  "name": "Updated Collection Name",
  "description": "Updated collection description",
  "tags_ids": [
    "tag_xxx",
    "tag_yyy"
  ]
}
'

import requests

url = "https://api.example.com/apps/{app_id}/collections/{collection_id}"

payload = {
    "name": "Updated Collection Name",
    "description": "Updated collection description",
    "tags_ids": ["tag_xxx", "tag_yyy"]
}
headers = {"Content-Type": "application/json"}

response = requests.patch(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'PATCH',
  headers: {'Content-Type': 'application/json'},
  body: JSON.stringify({
    name: 'Updated Collection Name',
    description: 'Updated collection description',
    tags_ids: ['tag_xxx', 'tag_yyy']
  })
};

fetch('https://api.example.com/apps/{app_id}/collections/{collection_id}', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://api.example.com/apps/{app_id}/collections/{collection_id}",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "PATCH",
  CURLOPT_POSTFIELDS => json_encode([
    'name' => 'Updated Collection Name',
    'description' => 'Updated collection description',
    'tags_ids' => [
        'tag_xxx',
        'tag_yyy'
    ]
  ]),
  CURLOPT_HTTPHEADER => [
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://api.example.com/apps/{app_id}/collections/{collection_id}"

	payload := strings.NewReader("{\n  \"name\": \"Updated Collection Name\",\n  \"description\": \"Updated collection description\",\n  \"tags_ids\": [\n    \"tag_xxx\",\n    \"tag_yyy\"\n  ]\n}")

	req, _ := http.NewRequest("PATCH", url, payload)

	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.patch("https://api.example.com/apps/{app_id}/collections/{collection_id}")
  .header("Content-Type", "application/json")
  .body("{\n  \"name\": \"Updated Collection Name\",\n  \"description\": \"Updated collection description\",\n  \"tags_ids\": [\n    \"tag_xxx\",\n    \"tag_yyy\"\n  ]\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://api.example.com/apps/{app_id}/collections/{collection_id}")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Patch.new(url)
request["Content-Type"] = 'application/json'
request.body = "{\n  \"name\": \"Updated Collection Name\",\n  \"description\": \"Updated collection description\",\n  \"tags_ids\": [\n    \"tag_xxx\",\n    \"tag_yyy\"\n  ]\n}"

response = http.request(request)
puts response.read_body

{
  "id": "<string>",
  "name": "<string>",
  "description": "<string>",
  "app": {
    "id": "<string>",
    "name": "<string>",
    "verified": true
  },
  "tags": [
    {
      "id": "<string>",
      "name": "<string>",
      "color": "<string>",
      "app_id": "<string>",
      "created_at": "2023-12-25",
      "updated_at": "2023-12-25"
    }
  ],
  "records_count": 123,
  "deleted": true,
  "triggers": [
    {
      "id": "<string>",
      "type": "ENCOMPASS",
      "name": "My Encompass Trigger",
      "config": {
        "type": "ENCOMPASS",
        "mappings": [
          {
            "type": "document",
            "entity_path": "<string>",
            "input_path": [
              "<string>"
            ],
            "name": "<string>"
          }
        ],
        "pull_on_millestones": [
          "Application Received",
          "Underwriting Complete",
          "Clear to Close"
        ],
        "pull_on_folders": [
          "Loan Folder",
          "Document Folder",
          "Underwriting Folder"
        ]
      },
      "enabled": true,
      "connection_id": "con_xxx",
      "collection_id": "<string>",
      "created_at": "2023-12-25",
      "updated_at": "2023-12-25"
    }
  ],
  "created_at": "2023-12-25",
  "updated_at": "2023-12-25",
  "link": "<string>",
  "config": {
    "id": "<string>",
    "mappings": [
      {
        "source_path": "LOAN_APPLICATION:income",
        "destination_paths": [
          "MONTHLY_INCOME:amount",
          "ANNUAL_INCOME:amount"
        ]
      }
    ],
    "created_at": "2023-12-25",
    "updated_at": "2023-12-25",
    "rules": [
      {
        "name": "Check Business Name",
        "key": "CHECK_BUSINESS_NAME",
        "on_success": "PASS",
        "on_fail": "WARN",
        "workflow_id": "work_xxx",
        "workflow_version_id": "workv_xxx",
        "workflow_use_latest": true,
        "workflow": {
          "id": "<string>",
          "name": "<string>",
          "description": "<string>",
          "app": {
            "id": "<string>",
            "name": "<string>",
            "verified": true
          },
          "version": {
            "id": "<string>",
            "app_id": "<string>",
            "workflow_id": "<string>",
            "description": "<string>",
            "version": 123,
            "notes": "<string>",
            "created_at": "2023-12-25",
            "key": "<string>",
            "input": {},
            "input_default": {},
            "input_options": {
              "display": {
                "field": "inline",
                "container": "grid",
                "hidden": true
              }
            },
            "steps": [
              {
                "type": "note",
                "key": "<string>",
                "note": "<string>",
                "display": "expanded",
                "conditional": "<string>",
                "loop": "<string>",
                "throw_on_error": true,
                "input_connected": true,
                "destinations": [
                  "<string>"
                ],
                "position": [
                  123
                ],
                "size": [
                  101
                ],
                "auto": {
                  "provider": "<string>",
                  "model": "<string>",
                  "temperature": 1
                }
              }
            ],
            "rollback_version": 123,
            "created_by": {
              "id": "<string>",
              "name": "<string>"
            }
          },
          "tags": [
            {
              "id": "<string>",
              "name": "<string>",
              "color": "<string>",
              "app_id": "<string>",
              "created_at": "2023-12-25",
              "updated_at": "2023-12-25"
            }
          ],
          "template_id": "<string>",
          "runs_count": 0,
          "retention": {
            "max_age_in_seconds": 3600,
            "preserve_on_failure": true
          },
          "enabled": true,
          "deleted": false,
          "created_at": "2023-12-25",
          "updated_at": "2023-12-25",
          "key": "<string>",
          "input": {},
          "input_default": {},
          "input_options": {
            "display": {
              "field": "inline",
              "container": "grid",
              "hidden": true
            }
          },
          "steps": [
            {
              "type": "note",
              "key": "<string>",
              "note": "<string>",
              "display": "expanded",
              "conditional": "<string>",
              "loop": "<string>",
              "throw_on_error": true,
              "input_connected": true,
              "destinations": [
                "<string>"
              ],
              "position": [
                123
              ],
              "size": [
                101
              ],
              "auto": {
                "provider": "<string>",
                "model": "<string>",
                "temperature": 1
              }
            }
          ],
          "tests_stats": {
            "total_count": 123,
            "running_count": 123,
            "cancelled_count": 123,
            "passing_count": 123,
            "failing_count": 123,
            "expectations_failing_count": 123,
            "expectations_passing_count": 123
          }
        },
        "workflow_version": {
          "id": "<string>",
          "app_id": "<string>",
          "workflow_id": "<string>",
          "description": "<string>",
          "version": 123,
          "notes": "<string>",
          "created_at": "2023-12-25",
          "key": "<string>",
          "input": {},
          "input_default": {},
          "input_options": {
            "display": {
              "field": "inline",
              "container": "grid",
              "hidden": true
            }
          },
          "steps": [
            {
              "type": "note",
              "key": "<string>",
              "note": "<string>",
              "display": "expanded",
              "conditional": "<string>",
              "loop": "<string>",
              "throw_on_error": true,
              "input_connected": true,
              "destinations": [
                "<string>"
              ],
              "position": [
                123
              ],
              "size": [
                101
              ],
              "auto": {
                "provider": "<string>",
                "model": "<string>",
                "temperature": 1
              }
            }
          ],
          "rollback_version": 123,
          "created_by": {
            "id": "<string>",
            "name": "<string>"
          }
        },
        "execution_order": "before-all",
        "step_key": "<string>",
        "workflow_input_default": {
          "business_name": "Example Corp"
        },
        "disabled": false
      }
    ]
  }
}

Path Parameters

app_id

string

required

The ID of the app

collection_id

string

required

The ID of the collection

Body

Specify the changes you want to make to the collection.

How you want to change your collection

name

string

What you want to call your new collection (keep it under 64 characters)

Required string length: 1 - 64

Example:

"My New Collection"

description

string | null

A short blurb about your collection (up to 1024 characters)

Maximum string length: 1024

Example:

"This is a description of my new collection"

tags_ids

string[]

Tags you want to add to your collection (up to 20)

Maximum array length: 20

Example:

["tag_xxx", "tag_yyy"]

Response

200 - application/json

You'll receive the updated collection details.

Detailed information about a collection including its config (rules, triggers, etc.)

string

required

Unique identifier for the collection

name

string

required

Name of the collection

description

string | null

required

Description of the collection

app

object

required

Public information about an app (organization)

Show child attributes

tags

object[]

required

Tags attached to this collection

Show child attributes

records_count

number

required

How many records are in the collection

deleted

boolean

required

Has the collection been deleted

triggers

object[]

required

Triggers associated with the collection

Show child attributes

created_at

string<date> | null

required

Timestamp when the collection was created

updated_at

string<date> | null

required

Timestamp when the collection was last updated

link

string

required

Link to the collection in the UI

config

object | null

required

Show child attributes

Update a Collection

curl --request PATCH \
  --url https://api.example.com/apps/{app_id}/collections/{collection_id} \
  --header 'Content-Type: application/json' \
  --data '
{
  "name": "Updated Collection Name",
  "description": "Updated collection description",
  "tags_ids": [
    "tag_xxx",
    "tag_yyy"
  ]
}
'

import requests

url = "https://api.example.com/apps/{app_id}/collections/{collection_id}"

payload = {
    "name": "Updated Collection Name",
    "description": "Updated collection description",
    "tags_ids": ["tag_xxx", "tag_yyy"]
}
headers = {"Content-Type": "application/json"}

response = requests.patch(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'PATCH',
  headers: {'Content-Type': 'application/json'},
  body: JSON.stringify({
    name: 'Updated Collection Name',
    description: 'Updated collection description',
    tags_ids: ['tag_xxx', 'tag_yyy']
  })
};

fetch('https://api.example.com/apps/{app_id}/collections/{collection_id}', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://api.example.com/apps/{app_id}/collections/{collection_id}",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "PATCH",
  CURLOPT_POSTFIELDS => json_encode([
    'name' => 'Updated Collection Name',
    'description' => 'Updated collection description',
    'tags_ids' => [
        'tag_xxx',
        'tag_yyy'
    ]
  ]),
  CURLOPT_HTTPHEADER => [
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://api.example.com/apps/{app_id}/collections/{collection_id}"

	payload := strings.NewReader("{\n  \"name\": \"Updated Collection Name\",\n  \"description\": \"Updated collection description\",\n  \"tags_ids\": [\n    \"tag_xxx\",\n    \"tag_yyy\"\n  ]\n}")

	req, _ := http.NewRequest("PATCH", url, payload)

	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.patch("https://api.example.com/apps/{app_id}/collections/{collection_id}")
  .header("Content-Type", "application/json")
  .body("{\n  \"name\": \"Updated Collection Name\",\n  \"description\": \"Updated collection description\",\n  \"tags_ids\": [\n    \"tag_xxx\",\n    \"tag_yyy\"\n  ]\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://api.example.com/apps/{app_id}/collections/{collection_id}")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Patch.new(url)
request["Content-Type"] = 'application/json'
request.body = "{\n  \"name\": \"Updated Collection Name\",\n  \"description\": \"Updated collection description\",\n  \"tags_ids\": [\n    \"tag_xxx\",\n    \"tag_yyy\"\n  ]\n}"

response = http.request(request)
puts response.read_body

{
  "id": "<string>",
  "name": "<string>",
  "description": "<string>",
  "app": {
    "id": "<string>",
    "name": "<string>",
    "verified": true
  },
  "tags": [
    {
      "id": "<string>",
      "name": "<string>",
      "color": "<string>",
      "app_id": "<string>",
      "created_at": "2023-12-25",
      "updated_at": "2023-12-25"
    }
  ],
  "records_count": 123,
  "deleted": true,
  "triggers": [
    {
      "id": "<string>",
      "type": "ENCOMPASS",
      "name": "My Encompass Trigger",
      "config": {
        "type": "ENCOMPASS",
        "mappings": [
          {
            "type": "document",
            "entity_path": "<string>",
            "input_path": [
              "<string>"
            ],
            "name": "<string>"
          }
        ],
        "pull_on_millestones": [
          "Application Received",
          "Underwriting Complete",
          "Clear to Close"
        ],
        "pull_on_folders": [
          "Loan Folder",
          "Document Folder",
          "Underwriting Folder"
        ]
      },
      "enabled": true,
      "connection_id": "con_xxx",
      "collection_id": "<string>",
      "created_at": "2023-12-25",
      "updated_at": "2023-12-25"
    }
  ],
  "created_at": "2023-12-25",
  "updated_at": "2023-12-25",
  "link": "<string>",
  "config": {
    "id": "<string>",
    "mappings": [
      {
        "source_path": "LOAN_APPLICATION:income",
        "destination_paths": [
          "MONTHLY_INCOME:amount",
          "ANNUAL_INCOME:amount"
        ]
      }
    ],
    "created_at": "2023-12-25",
    "updated_at": "2023-12-25",
    "rules": [
      {
        "name": "Check Business Name",
        "key": "CHECK_BUSINESS_NAME",
        "on_success": "PASS",
        "on_fail": "WARN",
        "workflow_id": "work_xxx",
        "workflow_version_id": "workv_xxx",
        "workflow_use_latest": true,
        "workflow": {
          "id": "<string>",
          "name": "<string>",
          "description": "<string>",
          "app": {
            "id": "<string>",
            "name": "<string>",
            "verified": true
          },
          "version": {
            "id": "<string>",
            "app_id": "<string>",
            "workflow_id": "<string>",
            "description": "<string>",
            "version": 123,
            "notes": "<string>",
            "created_at": "2023-12-25",
            "key": "<string>",
            "input": {},
            "input_default": {},
            "input_options": {
              "display": {
                "field": "inline",
                "container": "grid",
                "hidden": true
              }
            },
            "steps": [
              {
                "type": "note",
                "key": "<string>",
                "note": "<string>",
                "display": "expanded",
                "conditional": "<string>",
                "loop": "<string>",
                "throw_on_error": true,
                "input_connected": true,
                "destinations": [
                  "<string>"
                ],
                "position": [
                  123
                ],
                "size": [
                  101
                ],
                "auto": {
                  "provider": "<string>",
                  "model": "<string>",
                  "temperature": 1
                }
              }
            ],
            "rollback_version": 123,
            "created_by": {
              "id": "<string>",
              "name": "<string>"
            }
          },
          "tags": [
            {
              "id": "<string>",
              "name": "<string>",
              "color": "<string>",
              "app_id": "<string>",
              "created_at": "2023-12-25",
              "updated_at": "2023-12-25"
            }
          ],
          "template_id": "<string>",
          "runs_count": 0,
          "retention": {
            "max_age_in_seconds": 3600,
            "preserve_on_failure": true
          },
          "enabled": true,
          "deleted": false,
          "created_at": "2023-12-25",
          "updated_at": "2023-12-25",
          "key": "<string>",
          "input": {},
          "input_default": {},
          "input_options": {
            "display": {
              "field": "inline",
              "container": "grid",
              "hidden": true
            }
          },
          "steps": [
            {
              "type": "note",
              "key": "<string>",
              "note": "<string>",
              "display": "expanded",
              "conditional": "<string>",
              "loop": "<string>",
              "throw_on_error": true,
              "input_connected": true,
              "destinations": [
                "<string>"
              ],
              "position": [
                123
              ],
              "size": [
                101
              ],
              "auto": {
                "provider": "<string>",
                "model": "<string>",
                "temperature": 1
              }
            }
          ],
          "tests_stats": {
            "total_count": 123,
            "running_count": 123,
            "cancelled_count": 123,
            "passing_count": 123,
            "failing_count": 123,
            "expectations_failing_count": 123,
            "expectations_passing_count": 123
          }
        },
        "workflow_version": {
          "id": "<string>",
          "app_id": "<string>",
          "workflow_id": "<string>",
          "description": "<string>",
          "version": 123,
          "notes": "<string>",
          "created_at": "2023-12-25",
          "key": "<string>",
          "input": {},
          "input_default": {},
          "input_options": {
            "display": {
              "field": "inline",
              "container": "grid",
              "hidden": true
            }
          },
          "steps": [
            {
              "type": "note",
              "key": "<string>",
              "note": "<string>",
              "display": "expanded",
              "conditional": "<string>",
              "loop": "<string>",
              "throw_on_error": true,
              "input_connected": true,
              "destinations": [
                "<string>"
              ],
              "position": [
                123
              ],
              "size": [
                101
              ],
              "auto": {
                "provider": "<string>",
                "model": "<string>",
                "temperature": 1
              }
            }
          ],
          "rollback_version": 123,
          "created_by": {
            "id": "<string>",
            "name": "<string>"
          }
        },
        "execution_order": "before-all",
        "step_key": "<string>",
        "workflow_input_default": {
          "business_name": "Example Corp"
        },
        "disabled": false
      }
    ]
  }
}

Getting Started

Collections

Records

Workflows

Tests

Variables

Files

Webhooks

Update a Collection

Path Parameters

Body

Response