Procore Action Plan Template References API

The Action Plan Template References API from Procore — 1 operation(s) for action plan template references.

Operations 1

POST /rest/v1.0/projects/{project_id}/action_plans/plan_template_references/bulk_create Bulk Create Action Plan Template References #

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OpenAPI Specification

procore-action-plan-template-references-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Procore REST Action Plan Template References API
  version: v1.0/v2.0
  description: Merged from the per-resource OpenAPI documents Procore publishes through its developer portal (https://developers.procore.com/api/v1/resource_groups). Originals are kept verbatim in openapi/_original/resources/.
  x-source: https://developers.procore.com/api/v1/resource_groups
servers:
- url: https://api.procore.com
  description: Production
security:
- bearerAuth: []
tags:
- name: Action Plan Template References
paths:
  /rest/v1.0/projects/{project_id}/action_plans/plan_template_references/bulk_create:
    parameters:
    - name: Procore-Company-Id
      in: header
      description: Unique company identifier associated with the Procore User Account.
      required: true
      schema:
        type: integer
    x-compliance-level: full
    post:
      x-doc:
        visibility: public
        stage: beta
        exposure: public
      summary: Bulk Create Action Plan Template References
      description: Creates multiple Action Plan Template References
      tags:
      - Action Plan Template References
      parameters:
      - name: completion_mode
        in: query
        description: Whether to update what can be or nothing if one can not be updated. Defaults to "all_or_nothing"
        schema:
          type: string
          enum:
          - all_or_nothing
          - atomic
      - name: project_id
        in: path
        required: true
        description: Unique identifier for the project.
        schema:
          type: integer
      requestBody:
        content:
          application/json:
            schema:
              type: object
              required:
              - plan_template_references
              properties:
                plan_template_references:
                  title: Action Plan Template References
                  type: array
                  items:
                    type: object
                    required:
                    - plan_template_item_id
                    - type
                    - payload
                    properties:
                      plan_template_item_id:
                        type: integer
                        description: Action Plan Template Item ID
                        example: 54
                      type:
                        type: string
                        description: Action Plan Reference Type
                        enum:
                        - attachment
                        - drawing
                        - document
                        - document_management_document_reference
                        - specification_section
                        - submittal_log
                        - generic_tool_item
                        - form
                        - image
                        - meeting
                        - observation_item
                        example: specification_section
                      payload:
                        type: object
                        description: One of attachment, drawing_revision_id, file_version_id, document_management_document_reference, specification_section_id, submittal_log_id, generic_tool_item_id, form_id, image_id, meeting_id, or observation_item_id is accepted depending on the type provided
                        properties:
                          drawing_revision_id:
                            type: integer
                            description: Drawing Revision ID
                            example: 53
                          file_version_id:
                            type: integer
                            description: File Version ID
                            example: 54
                          document_management_document_reference:
                            type: object
                            description: PDM (Product Document Management) document reference
                            properties:
                              collection_id:
                                type: string
                                format: uuid
                                description: Document collection ID
                                example: 123e4567-e89b-12d3-a456-426614174000
                              container_id:
                                type: string
                                format: uuid
                                description: Document container ID
                                example: 123e4567-e89b-12d3-a456-426614174001
                          specification_section_id:
                            type: integer
                            description: Specification Section ID
                            example: 55
                          submittal_log_id:
                            type: integer
                            description: Submittal Log ID
                            example: 65
                          generic_tool_item_id:
                            type: integer
                            description: Generic Tool Item (Correspondence) ID
                            example: 56
                          form_id:
                            type: integer
                            description: Form ID
                            example: 57
                          image_id:
                            type: integer
                            description: Image ID
                            example: 60
                          meeting_id:
                            type: integer
                            description: Meeting ID
                            example: 58
                          observation_item_id:
                            type: integer
                            description: Observation Item ID
                            example: 59
      responses:
        '201':
          description: Created
          content:
            application/json:
              schema:
                type: array
                description: Array of update status
                items:
                  type: array
                  items:
                    type: object
                    properties:
                      id:
                        type: integer
                        description: The ID of the Item
                        example: 123
                      status:
                        type: string
                        description: status of the update on that Item
                        enum:
                        - success
                        - failure
                        example: success
                      errors:
                        type: object
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                type: object
                properties:
                  code:
                    type: integer
                    format: int32
                  message:
                    type: string
                  fields:
                    type: string
                  reason:
                    description: A human-readable code providing additional detail on the cause of the error.
                    type: string
                  error:
                    description: Description of the error thrown.
                    type:
                    - string
                    - 'null'
                    example: Invalid Token
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                type: object
                properties:
                  code:
                    type: integer
                    format: int32
                  message:
                    type: string
                  fields:
                    type: string
                  reason:
                    description: A human-readable code providing additional detail on the cause of the error.
                    type: string
                  error:
                    description: Description of the error thrown.
                    type:
                    - string
                    - 'null'
                    example: Invalid Token
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                type: object
                properties:
                  code:
                    type: integer
                    format: int32
                  message:
                    type: string
                  fields:
                    type: string
                  reason:
                    description: A human-readable code providing additional detail on the cause of the error.
                    type: string
                  error:
                    description: Description of the error thrown.
                    type:
                    - string
                    - 'null'
                    example: Invalid Token
        default:
          description: Unexpected error
          content:
            application/json:
              schema:
                type: object
                properties:
                  code:
                    type: integer
                    format: int32
                  message:
                    type: string
                  fields:
                    type: string
                  reason:
                    description: A human-readable code providing additional detail on the cause of the error.
                    type: string
                  error:
                    description: Description of the error thrown.
                    type:
                    - string
                    - 'null'
                    example: Invalid Token
      x-code-samples:
      - id: node_request
        mimeType: application/json
        title: Node.js
        content: "const request = require('request');\n\nconst options = {\n  method: 'POST',\n  url: 'https://api.procore.com/rest/v1.0/projects/%7Bproject_id%7D/action_plans/plan_template_references/bulk_create',\n  qs: {completion_mode: 'SOME_STRING_VALUE'},\n  headers: {'content-type': 'application/json'},\n  body: {\n    plan_template_references: [\n      {\n        plan_template_item_id: 54,\n        type: 'specification_section',\n        payload: {\n          drawing_revision_id: 53,\n          file_version_id: 54,\n          document_management_document_reference: {\n            collection_id: '123e4567-e89b-12d3-a456-426614174000',\n            container_id: '123e4567-e89b-12d3-a456-426614174001'\n          },\n          specification_section_id: 55,\n          submittal_log_id: 65,\n          generic_tool_item_id: 56,\n          form_id: 57,\n          image_id: 60,\n          meeting_id: 58,\n          observation_item_id: 59\n        }\n      }\n    ]\n  },\n  json: true\n};\n\nrequest(options, function (error, response, body) {\n  if (error) throw new Error(error);\n\n  console.log(body);\n});\n"
      - id: python_python3
        mimeType: application/json
        title: Python3
        content: 'import http.client


          conn = http.client.HTTPSConnection("api.procore.com")


          payload = "{\"plan_template_references\":[{\"plan_template_item_id\":54,\"type\":\"specification_section\",\"payload\":{\"drawing_revision_id\":53,\"file_version_id\":54,\"document_management_document_reference\":{\"collection_id\":\"123e4567-e89b-12d3-a456-426614174000\",\"container_id\":\"123e4567-e89b-12d3-a456-426614174001\"},\"specification_section_id\":55,\"submittal_log_id\":65,\"generic_tool_item_id\":56,\"form_id\":57,\"image_id\":60,\"meeting_id\":58,\"observation_item_id\":59}}]}"


          headers = { ''content-type'': "application/json" }


          conn.request("POST", "/rest/v1.0/projects/%7Bproject_id%7D/action_plans/plan_template_references/bulk_create?completion_mode=SOME_STRING_VALUE", payload, headers)


          res = conn.getresponse()

          data = res.read()


          print(data.decode("utf-8"))'
      - id: shell_curl
        mimeType: application/json
        title: Curl
        content: "curl --request POST \\\n  --url 'https://api.procore.com/rest/v1.0/projects/%7Bproject_id%7D/action_plans/plan_template_references/bulk_create?completion_mode=SOME_STRING_VALUE' \\\n  --header 'content-type: application/json' \\\n  --data '{\"plan_template_references\":[{\"plan_template_item_id\":54,\"type\":\"specification_section\",\"payload\":{\"drawing_revision_id\":53,\"file_version_id\":54,\"document_management_document_reference\":{\"collection_id\":\"123e4567-e89b-12d3-a456-426614174000\",\"container_id\":\"123e4567-e89b-12d3-a456-426614174001\"},\"specification_section_id\":55,\"submittal_log_id\":65,\"generic_tool_item_id\":56,\"form_id\":57,\"image_id\":60,\"meeting_id\":58,\"observation_item_id\":59}}]}'"
      - id: csharp_httpclient
        mimeType: application/json
        title: C#
        content: "var client = new HttpClient();\nvar request = new HttpRequestMessage\n{\n    Method = HttpMethod.Post,\n    RequestUri = new Uri(\"https://api.procore.com/rest/v1.0/projects/%7Bproject_id%7D/action_plans/plan_template_references/bulk_create?completion_mode=SOME_STRING_VALUE\"),\n    Content = new StringContent(\"{\\\"plan_template_references\\\":[{\\\"plan_template_item_id\\\":54,\\\"type\\\":\\\"specification_section\\\",\\\"payload\\\":{\\\"drawing_revision_id\\\":53,\\\"file_version_id\\\":54,\\\"document_management_document_reference\\\":{\\\"collection_id\\\":\\\"123e4567-e89b-12d3-a456-426614174000\\\",\\\"container_id\\\":\\\"123e4567-e89b-12d3-a456-426614174001\\\"},\\\"specification_section_id\\\":55,\\\"submittal_log_id\\\":65,\\\"generic_tool_item_id\\\":56,\\\"form_id\\\":57,\\\"image_id\\\":60,\\\"meeting_id\\\":58,\\\"observation_item_id\\\":59}}]}\")\n    {\n        Headers =\n        {\n            ContentType = new MediaTypeHeaderValue(\"application/json\")\n        }\n    }\n};\nusing (var response = await client.SendAsync(request))\n{\n    response.EnsureSuccessStatusCode();\n    var body = await response.Content.ReadAsStringAsync();\n    Console.WriteLine(body);\n}"
      x-rate-limit-enabled: true
      x-procore-kong-tags:
      - rate-limit:enabled
      x-changelog:
      - summary: Added Project Action Plan Template Reference Bulk Create endpoint
        description: Bulk create Project Action Plan Template References.
        endpoint: POST /projects/{project_id}/action_plans/plan_template_references/bulk_create
        type: new
        breaking: false
        datestamp: '2023-06-06'
        versions:
        - '1.0'
        x-doc:
          visibility: public
          stage: beta
          exposure: public
        link: project-action-plan-template-references?version=1.0#bulk-create-action-plan-template-references
      - summary: Updated Project Action Plan Template Reference Bulk Create endpoint request
        description: Added `image` reference type to Bulk create Project Action Plan Template References request.
        endpoint: POST /projects/{project_id}/action_plans/plan_template_references/bulk_create
        type: new
        breaking: false
        datestamp: '2024-07-31'
        versions:
        - '1.0'
        x-doc:
          visibility: public
          stage: beta
          exposure: public
        link: project-action-plan-template-references?version=1.0#bulk-create-action-plan-template-references
      - summary: Updated Project Action Plan Template Reference Bulk Create endpoint request
        description: Added `document_management_document_reference` reference type to Bulk create Project Action Plan Template References request.
        endpoint: POST /projects/{project_id}/action_plans/plan_template_references/bulk_create
        type: feature
        breaking: false
        datestamp: '2025-11-27'
        versions:
        - '1.0'
        x-doc:
          visibility: public
          stage: beta
          exposure: public
        link: project-action-plan-template-references?version=1.0#bulk-create-action-plan-template-references
      operationId: bulkCreateActionPlanTemplateReferences
components:
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer