Daylite Form Definitions API
The Form Definitions API from Daylite — 4 operation(s) for form definitions.
The Form Definitions API from Daylite — 4 operation(s) for form definitions.
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openapi: 3.2.0
info:
title: api-settings Form Definitions API
version: '1'
servers:
- url: https://api.marketcircle.net/v1
security:
- sec0: []
tags:
- name: Form Definitions
paths:
/form_definitions:
get:
summary: Form Definitions
description: List all form definitions. Each entry has the definition reference and name.
operationId: list-form-definitions
responses:
'200':
description: 200 OK
content:
application/json:
examples:
Result:
value: "[\n {\n \"self\": \"/v1/form_definitions/1000\",\n \"name\": \"Site Visit Checklist\"\n },\n {\n \"self\": \"/v1/form_definitions/1001\",\n \"name\": \"Intake\"\n }\n]"
'400':
description: 400 Bad Request
content:
application/json:
examples:
Invalid entity:
value: "{\n \"error\": \"entity_parameter_is_not_valid\"\n}"
Invalid is_active:
value: "{\n \"error\": \"active_parameter_is_not_valid\"\n}"
deprecated: false
parameters:
- name: include_trash
in: query
description: Set to `true` to include form definitions that are in the trash.
schema:
type: boolean
- name: entity
in: query
description: Only return definitions enabled for this type of record
schema:
type: string
enum:
- contact
- company
- opportunity
- project
- task
- appointment
- group
- note
- email
- name: is_active
in: query
description: '`true` for only active definitions, `false` for only inactive ones'
schema:
type: boolean
tags:
- Form Definitions
post:
summary: Form Definition
description: Create a form definition
operationId: create-form-definition
requestBody:
content:
application/json:
schema:
type: object
required:
- name
properties:
name:
type: string
description: Name of the form definition. Required.
description:
type: string
description: Description.
is_active:
type: boolean
description: Whether new forms can be made from this definition. Defaults to `true`.
entities:
type: array
description: The types of record the form can be added to. Replaces the current list.
items:
type: string
enum:
- contact
- company
- opportunity
- project
- task
- appointment
- group
- note
- email
key_definitions:
type: array
description: 'The fields on the form (max 64), each identified by `name`. Sending an array replaces the fields it names and adds new ones. Send `{"add": [...], "remove": [{"name": "..."}]}` to add or remove specific fields.'
items:
type: object
properties:
name:
type: string
description: Field name (max 256 characters). Required.
type:
type: string
description: Field type. Required.
enum:
- text
- number
- float
- money
- date
- time
- date_time
- checkbox
- option
- combo
- multiple_checkboxes
description:
type: string
description: Description of the field.
options:
type: array
description: Option names, for `option` (popup), `combo` and `multiple_checkboxes` fields.
items:
type: string
default:
description: Default value. For option fields, the name of the default option.
responses:
'201':
description: 201 Created
content:
application/json:
examples:
Result:
value: "{\n \"location\": \"/v1/form_definitions/1000\"\n}"
'400':
description: 400 Bad Request
content:
application/json:
examples:
Result:
value: "{\n \"form_key_definitions\": [\n {\n \"error\": \"too_many\"\n }\n ]\n}"
deprecated: false
tags:
- Form Definitions
/form_definitions/trash:
get:
summary: Trashed Form Definitions
description: List all form definitions that are in the trash
operationId: form-definition-trash
responses:
'200':
description: 200 OK
content:
application/json:
examples:
Result:
value: "[\n {\n \"self\": \"/v1/form_definitions/1000\",\n \"name\": \"Site Visit Checklist\"\n },\n {\n \"self\": \"/v1/form_definitions/1001\",\n \"name\": \"Intake\"\n }\n]"
deprecated: false
tags:
- Form Definitions
/form_definitions/trash/{id}:
get:
summary: Trashed Form Definition
description: Show the details of a form definition that is in the trash
operationId: form-definition-trash-details
parameters:
- name: id
in: path
description: The form definition ID
schema:
type: integer
format: int32
required: true
- name: short-mode
in: query
description: Return a smaller version of the record that leaves out lists and linked records.
schema:
type: boolean
responses:
'200':
description: 200 OK
content:
application/json:
examples:
Result:
value: "{\n \"self\": \"/v1/form_definitions/1000\",\n \"name\": \"Site Visit Checklist\",\n \"description\": \"Filled in after each site visit\",\n \"is_active\": true,\n \"entities\": [\n \"Contact\",\n \"Project\"\n ],\n \"key_definitions\": [\n {\n \"name\": \"Inspector notes\",\n \"type\": \"text\"\n },\n {\n \"name\": \"Rating\",\n \"type\": \"number\",\n \"default\": 3\n },\n {\n \"name\": \"Visit date\",\n \"type\": \"date\"\n },\n {\n \"name\": \"Areas checked\",\n \"type\": \"multiple_checkboxes\",\n \"options\": [\n \"Roof\",\n \"Basement\",\n \"Wiring\"\n ]\n }\n ],\n \"trashed\": true,\n \"create_date\": \"2025-03-04T17:45:57.550Z\"\n}"
'403':
description: 403 Forbidden (the form definition is not in the trash, or does not exist)
content:
application/json:
examples:
Result:
value: "{\n \"error\": \"access_denied\"\n}"
deprecated: false
tags:
- Form Definitions
/form_definitions/{id}:
get:
summary: Form Definition
description: Show the details of a form definition, including its fields
operationId: form-definition
parameters:
- name: id
in: path
description: The form definition ID
schema:
type: integer
format: int32
required: true
- name: short-mode
in: query
description: Return a smaller version of the record that leaves out lists and linked records.
schema:
type: boolean
responses:
'200':
description: 200 OK
content:
application/json:
examples:
Result:
value: "{\n \"self\": \"/v1/form_definitions/1000\",\n \"name\": \"Site Visit Checklist\",\n \"description\": \"Filled in after each site visit\",\n \"is_active\": true,\n \"entities\": [\n \"Contact\",\n \"Project\"\n ],\n \"key_definitions\": [\n {\n \"name\": \"Inspector notes\",\n \"type\": \"text\"\n },\n {\n \"name\": \"Rating\",\n \"type\": \"number\",\n \"default\": 3\n },\n {\n \"name\": \"Visit date\",\n \"type\": \"date\"\n },\n {\n \"name\": \"Areas checked\",\n \"type\": \"multiple_checkboxes\",\n \"options\": [\n \"Roof\",\n \"Basement\",\n \"Wiring\"\n ]\n }\n ],\n \"trashed\": false,\n \"create_date\": \"2025-03-04T17:45:57.550Z\"\n}"
'404':
description: 404 Not Found
content:
application/json:
examples:
Result:
value: "{\n \"error\": \"form_definition_not_found\"\n}"
deprecated: false
tags:
- Form Definitions
patch:
summary: Form Definition
description: Update a form definition
operationId: form-definition-edit
parameters:
- name: id
in: path
description: The form definition ID
schema:
type: integer
format: int32
required: true
requestBody:
content:
application/json:
schema:
type: object
properties:
name:
type: string
description: Name of the form definition.
description:
type: string
description: Description.
is_active:
type: boolean
description: Whether new forms can be made from this definition.
entities:
type: array
description: The types of record the form can be added to. Replaces the current list.
items:
type: string
enum:
- contact
- company
- opportunity
- project
- task
- appointment
- group
- note
- email
key_definitions:
description: 'The fields on the form (max 64), each identified by `name`. Sending an array replaces the fields it names and adds new ones. Send `{"add": [...], "remove": [{"name": "..."}]}` to add or remove specific fields. Send an array to replace the list, or `{"add": [...], "remove": [...]}` to change only some entries.'
oneOf:
- title: Replace the list
type: array
items:
type: object
properties:
name:
type: string
description: Field name (max 256 characters). Required.
type:
type: string
description: Field type. Required.
enum:
- text
- number
- float
- money
- date
- time
- date_time
- checkbox
- option
- combo
- multiple_checkboxes
description:
type: string
description: Description of the field.
options:
type: array
description: Option names, for `option` (popup), `combo` and `multiple_checkboxes` fields.
items:
type: string
default:
description: Default value. For option fields, the name of the default option.
- title: Add or remove entries
type: object
properties:
add:
type: array
description: Entries to add. Entries already in the list are skipped
items:
type: object
properties:
name:
type: string
description: Field name (max 256 characters). Required.
type:
type: string
description: Field type. Required.
enum:
- text
- number
- float
- money
- date
- time
- date_time
- checkbox
- option
- combo
- multiple_checkboxes
description:
type: string
description: Description of the field.
options:
type: array
description: Option names, for `option` (popup), `combo` and `multiple_checkboxes` fields.
items:
type: string
default:
description: Default value. For option fields, the name of the default option.
remove:
type: array
description: Fields to remove, matched by `name`
items:
type: object
properties:
name:
type: string
description: Field name (max 256 characters). Required.
type:
type: string
description: Field type. Required.
enum:
- text
- number
- float
- money
- date
- time
- date_time
- checkbox
- option
- combo
- multiple_checkboxes
description:
type: string
description: Description of the field.
options:
type: array
description: Option names, for `option` (popup), `combo` and `multiple_checkboxes` fields.
items:
type: string
default:
description: Default value. For option fields, the name of the default option.
trashed:
type: boolean
description: Set to `false` to restore the form definition from the trash. Use DELETE to move it to the trash.
examples:
replace:
summary: Replace the key_definitions
value:
key_definitions:
- name: Rating
type: option
options:
- Good
- Bad
- name: Notes
type: text
add_remove:
summary: Add and remove key_definitions
value:
key_definitions:
add:
- name: Visit date
type: date
remove:
- name: Notes
responses:
'204':
description: 204 No Content
'400':
description: 400 Bad Request
content:
application/json:
examples:
Result:
value: "{\n \"key_definitions\": [\n {\n \"error\": \"must_be_an_object\"\n }\n ]\n}"
'404':
description: 404 Not Found
content:
application/json:
examples:
Result:
value: "{\n \"error\": \"invalid_id\"\n}"
deprecated: false
tags:
- Form Definitions
delete:
summary: Form Definition
description: Move a form definition to the trash, or permanently delete it if it is already in the trash
operationId: form-definition-delete
parameters:
- name: id
in: path
description: The form definition ID
schema:
type: integer
format: int32
required: true
responses:
'204':
description: 204 No Content
'404':
description: 404 Not Found
content:
application/json:
examples:
Result:
value: "{\n \"error\": \"invalid_id\"\n}"
deprecated: false
tags:
- Form Definitions
components:
securitySchemes:
sec0:
type: apiKey
in: header
name: Authorization
x-bearer-format: bearer
x-readme-fauxas: true
x-provenance:
method: searched
source: https://developer.daylite.app/reference
harvested: '2026-10-26'
tool: harvest-readme-openapi.py
note: Assembled verbatim from the OpenAPI definition ReadMe embeds in each operation page of the provider's developer portal; paths and components merged by API title, nothing authored.
assembled_from:
- https://developer.daylite.app/reference/appointment-create.md
- https://developer.daylite.app/reference/appointment-delete.md
- https://developer.daylite.app/reference/appointment-edit.md
- https://developer.daylite.app/reference/appointment-emails.md
- https://developer.daylite.app/reference/appointment-search.md
- https://developer.daylite.app/reference/appointment-trash-details.md
- https://developer.daylite.app/reference/appointment-trash.md
- https://developer.daylite.app/reference/appointment.md
- https://developer.daylite.app/reference/appointments.md
- https://developer.daylite.app/reference/categories.md
- https://developer.daylite.app/reference/category-delete.md
- https://developer.daylite.app/reference/category-details.md
- https://developer.daylite.app/reference/companies.md
- https://developer.daylite.app/reference/company-create.md
- https://developer.daylite.app/reference/company-delete.md
- https://developer.daylite.app/reference/company-details.md
- https://developer.daylite.app/reference/company-edit.md
- https://developer.daylite.app/reference/company-emails.md
- https://developer.daylite.app/reference/company-extra-fields-edit.md
- https://developer.daylite.app/reference/company-extra-fields.md
- https://developer.daylite.app/reference/company-image-destroy.md
- https://developer.daylite.app/reference/company-image-update.md
- https://developer.daylite.app/reference/company-image.md
- https://developer.daylite.app/reference/company-search.md
- https://developer.daylite.app/reference/company-trash-details.md
- https://developer.daylite.app/reference/company-trash.md
- https://developer.daylite.app/reference/company_type-details.md
- https://developer.daylite.app/reference/company_types.md
- https://developer.daylite.app/reference/contact-create.md
- https://developer.daylite.app/reference/contact-delete.md
- https://developer.daylite.app/reference/contact-details.md
- https://developer.daylite.app/reference/contact-edit.md
- https://developer.daylite.app/reference/contact-emails.md
- https://developer.daylite.app/reference/contact-extra-fields-edit.md
- https://developer.daylite.app/reference/contact-extra-fields.md
- https://developer.daylite.app/reference/contact-image-destroy.md
- https://developer.daylite.app/reference/contact-image-update.md
- https://developer.daylite.app/reference/contact-image.md
- https://developer.daylite.app/reference/contact-search.md
- https://developer.daylite.app/reference/contact-trash-details.md
- https://developer.daylite.app/reference/contact-trash.md
- https://developer.daylite.app/reference/contacts.md
- https://developer.daylite.app/reference/create-form-definition.md
- https://developer.daylite.app/reference/create-subscription.md
- https://developer.daylite.app/reference/delete-subscription.md
- https://developer.daylite.app/reference/email-1.md
- https://developer.daylite.app/reference/email-body-search.md
- https://developer.daylite.app/reference/email-body-update.md
- https://developer.daylite.app/reference/email-body.md
- https://developer.daylite.app/reference/email-create.md
- https://developer.daylite.app/reference/email-delete.md
- https://developer.daylite.app/reference/email-metadata.md
- https://developer.daylite.app/reference/email-search.md
- https://developer.daylite.app/reference/email-trash-details.md
- https://developer.daylite.app/reference/email-trash.md
- https://developer.daylite.app/reference/email.md
- https://developer.daylite.app/reference/emails.md
- https://developer.daylite.app/reference/file-content-set.md
- https://developer.daylite.app/reference/file-content.md
- https://developer.daylite.app/reference/file-create.md
- https://developer.daylite.app/reference/file-edit.md
- https://developer.daylite.app/reference/file-emails.md
- https://developer.daylite.app/reference/file-remove.md
- https://developer.daylite.app/reference/file-search.md
- https://developer.daylite.app/reference/file-trash-details.md
- https://developer.daylite.app/reference/file-trash.md
- https://developer.daylite.app/reference/file.md
- https://developer.daylite.app/reference/files.md
- https://developer.daylite.app/reference/form-2.md
- https://developer.daylite.app/reference/form-definition-delete.md
- https://developer.daylite.app/reference/form-definition-edit.md
- https://developer.daylite.app/reference/form-definition-trash-details.md
- https://developer.daylite.app/reference/form-definition-trash.md
- https://developer.daylite.app/reference/form-definition.md
- https://developer.daylite.app/reference/form-details.md
- https://developer.daylite.app/reference/form-edit.md
- https://developer.daylite.app/reference/form-emails.md
- https://developer.daylite.app/reference/form-search.md
- https://developer.daylite.app/reference/form-trash-details.md
- https://developer.daylite.app/reference/form-trash.md
- https://developer.daylite.app/reference/form.md
- https://developer.daylite.app/reference/forms-list.md
- https://developer.daylite.app/reference/get-subscription.md
- https://developer.daylite.app/reference/group-create.md
- https://developer.daylite.app/reference/group-edit.md
- https://developer.daylite.app/reference/group-emails.md
- https://developer.daylite.app/reference/group-extra-fields-edit.md
- https://developer.daylite.app/reference/group-extra-fields.md
- https://developer.daylite.app/reference/group-remove.md
- https://developer.daylite.app/reference/group-search.md
- https://developer.daylite.app/reference/group-trash-details.md
- https://developer.daylite.app/reference/group-trash.md
- https://developer.daylite.app/reference/group.md
- https://developer.daylite.app/reference/groups.md
- https://developer.daylite.app/reference/industries.md
- https://developer.daylite.app/reference/industry-details.md
- https://developer.daylite.app/reference/keyword-delete.md
- https://developer.daylite.app/reference/keyword.md
- https://developer.daylite.app/reference/keywords.md
- https://developer.daylite.app/reference/labels.md
- https://developer.daylite.app/reference/list-form-definitions.md
- https://developer.daylite.app/reference/list-subscriptions.md
- https://developer.daylite.app/reference/note-create.md
- https://developer.daylite.app/reference/note-delete.md
- https://developer.daylite.app/reference/note-details.md
- https://developer.daylite.app/reference/note-edit.md
- https://developer.daylite.app/reference/note-emails.md
- https://developer.daylite.app/reference/note-search.md
- https://developer.daylite.app/reference/note-trash-details.md
- https://developer.daylite.app/reference/note-trash.md
- https://developer.daylite.app/reference/notes.md
- https://developer.daylite.app/reference/opportunities.md
- https://developer.daylite.app/reference/opportunity-create.md
- https://developer.daylite.app/reference/opportunity-delete.md
- https://developer.daylite.app/reference/opportunity-edit.md
- https://developer.daylite.app/reference/opportunity-emails.md
- https://developer.daylite.app/reference/opportunity-extra-fields-edit.md
- https://developer.daylite.app/reference/opportunity-extra-fields.md
- https://developer.daylite.app/reference/opportunity-search.md
- https://developer.daylite.app/reference/opportunity-trash-details.md
- https://developer.daylite.app/reference/opportunity-trash.md
- https://developer.daylite.app/reference/opportunity.md
- https://developer.daylite.app/reference/opportunity_type.md
- https://developer.daylite.app/reference/opportunity_types.md
- https://developer.daylite.app/reference/ping.md
- https://developer.daylite.app/reference/pipeline-stage.md
- https://developer.daylite.app/reference/pipeline-stages.md
- https://developer.daylite.app/reference/pipeline.md
- https://developer.daylite.app/reference/pipelines.md
- https://developer.daylite.app/reference/project-create.md
- https://developer.daylite.app/reference/project-edit.md
- https://developer.daylite.app/reference/project-emails.md
- https://developer.daylite.app/reference/project-extra-fields-edit.md
- https://developer.daylite.app/reference/project-extra-fields.md
- https://developer.daylite.app/reference/project-remove.md
- https://developer.daylite.app/reference/project-search.md
- https://developer.daylite.app/reference/project-trash-details.md
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- https://developer.daylite.app/reference/projects.md
- https://developer.daylite.app/reference/refresh-token.md
- https://developer.daylite.app/reference/region-details.md
- https://developer.daylite.app/reference/regions.md
- https://developer.daylite.app/reference/relationship-create.md
- https://developer.daylite.app/reference/relationship-delete.md
- https://developer.daylite.app/reference/relationship-edit.md
- https://developer.daylite.app/reference/relationship-search.md
- https://developer.daylite.app/reference/relationship.md
- https://developer.daylite.app/reference/relationship_type-create.md
- https://developer.daylite.app/reference/relationship_type-edit.md
- https://developer.daylite.app/reference/relationship_type-search.md
- https://developer.daylite.app/reference/relationship_type.md
- https://developer.daylite.app/reference/relationship_types.md
- https://developer.daylite.app/reference/relationships.md
- https://developer.daylite.app/reference/resource-create.md
- https://developer.daylite.app/reference/resource-delete.md
- https://developer.daylite.app/reference/resource-details.md
- https://developer.daylite.app/reference/resource-edit.md
- https://developer.daylite.app/reference/resource-search.md
- https://developer.daylite.app/reference/resources.md
- https://developer.daylite.app/reference/role-create.md
- https://developer.daylite.app/reference/role-delete.md
- https://developer.daylite.app/reference/role-edit.md
- https://developer.daylite.app/reference/role-search.md
- https://developer.daylite.app/reference/role.md
- https://developer.daylite.app/reference/role_type-create.md
- https://developer.daylite.app/reference/role_type-delete.md
- https://developer.daylite.app/reference/role_type-edit.md
- https://developer.daylite.app/reference/role_type-search.md
- https://developer.daylite.app/reference/role_type.md
- https://developer.daylite.app/reference/role_types.md
- https://developer.daylite.app/reference/roles.md
- https://developer.daylite.app/reference/task-create.md
- https://developer.daylite.app/reference/task-delete.md
- https://developer.daylite.app/reference/task-edit.md
- https://developer.daylite.app/reference/task-emails.md
- https://developer.daylite.app/reference/task-search.md
- https://developer.daylite.app/reference/task-trash-details.md
- https://developer.daylite.app/reference/task-trash.md
- https://developer.daylite.app/reference/task.md
- https://developer.daylite.app/reference/tasks.md
- https://developer.daylite.app/reference/team.md
- https://developer.daylite.app/reference/teams.md
- https://developer.daylite.app/reference/token-metadata.md
- https://developer.daylite.app/reference/user-details.md
- https://developer.daylite.app/reference/user-search.md
- https://developer.daylite.app/reference/users.md
merge:
pages: 187
deduped: 186
conflicts_kept_first: 0