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openapi: 3.2.0
info:
title: Procore REST Project Observation Templates 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: Project Observation Templates
paths:
/rest/v1.0/projects/{project_id}/observation_templates/bulk_update:
parameters:
- name: Procore-Company-Id
in: header
description: Unique company identifier associated with the Procore User Account.
required: true
schema:
type: integer
- name: project_id
in: path
required: true
description: Unique identifier for the project.
schema:
type: integer
x-compliance-level: full
patch:
x-doc:
visibility: public
stage: ga
exposure: public
summary: Bulk Update Project Observation Templates
description: Applies the same attribute changes to several Project Observation Templates in one request. The templates are validated first — if any fails, nothing is written and the response is a `422` listing the offending template IDs and their errors.
tags:
- Project Observation Templates
parameters:
- name: observation_template_ids
in: query
description: IDs of all Project Observation Templates specified for bulk update
required: false
style: form
explode: false
schema:
type: array
items:
type: integer
requestBody:
content:
application/json:
schema:
type: object
required:
- observation_template
properties:
observation_template:
type: object
title: Project Observation Template
properties:
active:
type: boolean
example: true
description: Whether the templates can be selected when creating a new Observation. Applied to every template in `observation_template_ids`.
assignee_id:
type: integer
example: 54
description: User ID of the default assignee to set on every template in `observation_template_ids`. Use when Assignee is a single-select. When Assignee is a multi-select, send `assignee_ids` instead. Sending both this and `assignee_ids` is rejected with a 422.
assignee_ids:
type: array
description: User IDs of the default assignees to set on every template in `observation_template_ids`, replacing their current lists. Use when Assignee is a multi-select, including when setting one person. When Assignee is a single-select, send `assignee_id` instead. Sending both this and `assignee_id` is rejected with a 422.
items:
type: integer
example:
- 123
- 456
trade_id:
type: integer
example: 54
description: ID of the Trade to set on every template in `observation_template_ids`.
required: true
responses:
'200':
description: OK
content:
application/json:
schema:
type: array
items:
type: object
title: Project Observation Template
properties:
id:
type: integer
description: Unique identifier for this Project Observation Template. Pass as the `{id}` path parameter to `GET /rest/v1.0/projects/{project_id}/observation_templates/{id}`.
example: 1738
active:
type: boolean
description: Whether the template can be selected when creating a new Observation. Inactive templates are retained but hidden from the picker.
example: true
assignee:
description: Most recently added default assignee applied to Observations created from this template. Null when the template has no assignees. When Assignee is a multi-select, read the full list from `assignees`. When Assignee is a single-select, this is the default assignee to use.
type: object
properties:
id:
type: integer
description: ID
example: 160586
login:
type: string
description: Email
example: carl.contractor@example.com
name:
type: string
description: Name
example: Carl Contractor
assignees:
type: array
description: Every default assignee applied to Observations created from this template, most recently added first. Empty when the template has no assignees. When Assignee is a multi-select, set with `observation_template[assignee_ids]`. When Assignee is a single-select, set `assignee` with `observation_template[assignee_id]`.
items:
type: object
properties:
id:
type: integer
description: User ID of the default assignee.
example: 160586
login:
type: string
description: Email address the assignee signs in with.
example: carl.contractor@example.com
name:
type: string
description: Assignee's name, formatted first-name-first.
example: Carl Contractor
updated_at:
type: string
description: ISO 8601 timestamp of the last change to the template. Bulk updates stamp this even when no attribute value actually changed.
format: date-time
example: '2016-08-23T15:23:57Z'
company_observation_template_id:
type:
- integer
- 'null'
description: ID of the Company Observation Template this template was cloned from. Null for templates created directly on the Project. When set, `observation_title`, `observation_type_id`, and `trade_id` are inherited from the company template and cannot be changed here.
example: 1337
observation_title:
type: string
description: Title pre-filled on Observations created from this template. Inherited from the company template when `company_observation_template_id` is set.
example: Worker seen not wearing PPE
observation_type:
description: Observation Type applied to Observations created from this template. Inherited from the company template when `company_observation_template_id` is set.
type: object
title: Project Observation Type
properties:
id:
type: integer
description: Unique identifier for this Project Observation Type. Pass as the `{id}` path parameter to `PATCH /rest/v1.0/projects/{project_id}/observation_types/{id}`, as `observation[type_id]` when creating an Observation Item, or as `filters[type_id]` when listing Observation Items.
example: 2020
name:
type: string
description: Display name of the Observation Type, localized to the requesting user's locale when a translation exists.
example: No Type
localized_name:
type: string
description: Type name resolved for the locale of the request, falling back to the Company default and then the stored name. Display this to end users rather than reimplementing the fallback chain.
example: No Type
category:
type: string
description: Localized display name of the type's Observations Category. Procore ships six built-in categories (Quality, Safety, Commissioning, Warranty, Work to Complete, Environmental), but companies can define additional categories, so treat this as free-form text. Use `category_key` for programmatic comparisons.
example: Quality
category_key:
type: string
description: Stable, unlocalized key of the type's Observations Category. Prefer this over `category` when branching on category in code.
example: quality
category_id:
type: integer
description: ID of the Observations Category this type belongs to. Corresponds to the `id` returned by `GET /rest/v2.0/companies/{company_id}/observations/categories`, and to the `observations_category_id` accepted on create.
example: 13
name_translations:
type:
- object
- 'null'
additionalProperties:
type: string
description: Company-authored translations of the type name, keyed by locale code (for example `en`, `es`, `fr-CA`). Null when the Company has not configured custom translations for this type.
example:
en: No Type
es: Sin tipo
active:
type: boolean
description: Whether the type can be selected on new Observations in this Project. For a company-level type this reflects the project-level activation. Filter the collection with `filters[active]`.
example: true
company_active:
type: boolean
description: Whether the type is active at the Company level, ignoring any project-level override. Compare with `active` to detect a type enabled company-wide but switched off for this Project.
example: true
parent_inactive:
type: boolean
description: True when this project-level type's parent company-level type has been deactivated. Such a type cannot be used on new Observations even if `active` is true.
example: false
in_use:
type: boolean
description: Whether at least one Observation Item currently references this type. Use to warn before deactivating or deleting a type.
example: false
kind:
type: string
description: Whether the type is owned by the Company or defined on this Project only. Project-level types are selectable only within their own Project.
enum:
- company
- project
example: project
trade:
description: Trade applied to Observations created from this template. Null when the template does not set a Trade.
type:
- object
- 'null'
title: Trade
properties:
id:
type: integer
description: Unique identifier for this trade.
example: 999
name:
type: string
description: Display name of the trade.
example: 09 - acoustical panels
active:
type: boolean
description: Whether the trade is active.
example: true
updated_at:
type: string
format: date-time
description: Timestamp when this trade was last updated.
example: '2016-08-01T23:33:54Z'
'400':
description: Bad Request
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
'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
'422':
description: Unprocessable Entity
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: 'PATCH',\n url: 'https://api.procore.com/rest/v1.0/projects/%7Bproject_id%7D/observation_templates/bulk_update',\n qs: {observation_template_ids: 'SOME_ARRAY_VALUE'},\n headers: {\n Authorization: 'Bearer REPLACE_BEARER_TOKEN',\n 'content-type': 'application/json'\n },\n body: {\n observation_template: {active: true, assignee_id: 54, assignee_ids: [123, 456], trade_id: 54}\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\n\nconn = http.client.HTTPSConnection(\"api.procore.com\")\n\npayload = \"{\\\"observation_template\\\":{\\\"active\\\":true,\\\"assignee_id\\\":54,\\\"assignee_ids\\\":[123,456],\\\"trade_id\\\":54}}\"\n\nheaders = {\n 'Authorization': \"Bearer REPLACE_BEARER_TOKEN\",\n 'content-type': \"application/json\"\n }\n\nconn.request(\"PATCH\", \"/rest/v1.0/projects/%7Bproject_id%7D/observation_templates/bulk_update?observation_template_ids=SOME_ARRAY_VALUE\", payload, headers)\n\nres = conn.getresponse()\ndata = res.read()\n\nprint(data.decode(\"utf-8\"))"
- id: shell_curl
mimeType: application/json
title: Curl
content: "curl --request PATCH \\\n --url 'https://api.procore.com/rest/v1.0/projects/%7Bproject_id%7D/observation_templates/bulk_update?observation_template_ids=SOME_ARRAY_VALUE' \\\n --header 'Authorization: Bearer REPLACE_BEARER_TOKEN' \\\n --header 'content-type: application/json' \\\n --data '{\"observation_template\":{\"active\":true,\"assignee_id\":54,\"assignee_ids\":[123,456],\"trade_id\":54}}'"
- id: csharp_httpclient
mimeType: application/json
title: C#
content: "var client = new HttpClient();\nvar request = new HttpRequestMessage\n{\n Method = HttpMethod.Patch,\n RequestUri = new Uri(\"https://api.procore.com/rest/v1.0/projects/%7Bproject_id%7D/observation_templates/bulk_update?observation_template_ids=SOME_ARRAY_VALUE\"),\n Headers =\n {\n { \"Authorization\", \"Bearer REPLACE_BEARER_TOKEN\" },\n },\n Content = new StringContent(\"{\\\"observation_template\\\":{\\\"active\\\":true,\\\"assignee_id\\\":54,\\\"assignee_ids\\\":[123,456],\\\"trade_id\\\":54}}\")\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 Observation Templates bulk update endpoint
description: Bulk Update a Project Observation Template for a given project id.
endpoint: PATCH /projects/{project_id}/observation_templates/bulk_update
type: new
breaking: false
datestamp: '2020-07-15'
versions:
- '1.0'
x-doc:
visibility: public
stage: ga
exposure: public
link: project-observation-templates?version=1.0#bulk-update-project-observation-templates
- summary: Support multiple default assignees on Bulk Update Project Observation Templates
description: 'The bulk update endpoint now accepts `observation_template[assignee_ids]` to replace the default assignee list on every template in `observation_template_ids`. Assignee is changing from a single-select to a multi-select: use `observation_template[assignee_ids]` when Assignee is a multi-select, and `observation_template[assignee_id]` when Assignee is a single-select. The two are mutually exclusive — sending both is rejected with a `422`.'
endpoint: PATCH /projects/{project_id}/observation_templates/bulk_update
type: feature
breaking: false
datestamp: '2026-08-19'
versions:
- '1.0'
x-doc:
visibility: public
stage: ga
exposure: public
link: project-observation-templates?version=1.0#bulk-update-project-observation-templates
operationId: bulkUpdateProjectObservationTemplates
components:
securitySchemes:
bearerAuth:
type: http
scheme: bearer