Templates
Create templates, edit and publish versions, and manage their tags and report layouts.
| Endpoint | Request |
|---|---|
| List templates | GET /templates/families |
| Create a template | POST /templates/families |
| Create a template version | POST /templates |
| Publish a template version | POST /templates/{template_id}/publish |
| List a template's versions | GET /templates/families/{family_id}/versions |
| Start a new draft version | POST /templates/families/{family_id}/draft |
| Update a template | PATCH /templates/families/{family_id} |
| Delete a template | DELETE /templates/families/{family_id} |
| Archive a template | POST /templates/families/{family_id}/archive |
| Restore an archived template | POST /templates/families/{family_id}/restore |
| Set a template's tags | PUT /templates/families/{family_id}/tags |
| Duplicate a template | POST /templates/families/{family_id}/duplicate |
| List a template's report layouts | GET /templates/families/{family_id}/report-layouts |
| Create a report layout for a template | POST /templates/families/{family_id}/report-layouts |
| Get a template version | GET /templates/{template_id} |
| Update a version's details | PATCH /templates/{template_id} |
| Update a version's questions | PATCH /templates/{template_id}/content |
| Get a published version | GET /templates/{template_id}/snapshot |
| Preview a template's report | POST /templates/families/{family_id}/report-preview |
| Get sample report data for a template | POST /templates/families/{family_id}/report-preview-payload |
| Edit a version with AI | POST /templates/{template_id}/ai-edit |
| Draft an AI edit across templates | POST /templates/ai-bulk-edit |
| Apply an AI edit across templates | POST /templates/ai-bulk-apply |
| Import a template with AI | POST /templates/ai-import |
| Generate a template with AI | POST /templates/ai-generate |