A Web inquiry template stores the capture configuration your organization reuses when creating inquiries: query, URLs, fields, acceptance guide, capture type, and more. Each template has a stableDocumentation Index
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Use this file to discover all available pages before exploring further.
key (for example web_tpl_key_…) that you pass as template_key on Create Web inquiry so the inquiry inherits that configuration.
Use templates so you only pass
subject_id and template_key when creating inquiries, or to keep product and compliance text in one place. See the Quickstart for the end-to-end flow.Draft and published
- Draft – Editable working copy. New templates default to draft unless you set
statustopublishedon create. - Published – The version that
template_keyresolves to for new inquiries. Only published templates should be referenced fromPOST /web/inquiry(draft templates will not resolve for inquiries).
API workflow
Typical first-time flow:- Create template –
POST /web/template. The server assignskey. The public API requires non-emptyquery,start_url, andreturn_url. You may setstatustopublishedto skip a separate publish step, or leave the defaultdraft. - Update draft –
PATCH /web/template/{key}to change the current draft row (partial body;settingsandmetadataare shallow-merged with existing values). - Publish –
POST /web/template/{key}/publishto make the draft the latest published version and the one used for new inquiries.
- Create draft from published –
POST /web/template/{key}/draft(optional field overrides in the body). Fails with 409 if a draft already exists; publish the existing draft first. - Patch the draft, then publish again.
Listing and versions
- List templates –
GET /web/templatereturns a paginated list of all template rows in your organization (not only the latest per key), ordered newest first. Use for auditing or building admin UIs; filter client-side if you only needis_latestrows. - Get template versions –
GET /web/template/{key}returns every version of that key (newest version first).
Template API
| Page | Use case |
|---|---|
| List Web templates | Paginate template rows (after_id, limit) |
| Create Web template | New template; server assigns key |
| Get Web template versions | All versions for one key |
| Update Web template draft | Patch the current draft |
| Create Web template draft from published | New draft version from published |
| Publish Web template | Promote draft to published |
VALIDATION_ERROR with INVALID_AFTER_ID on after_id when the cursor id is missing or not in your organization, similar to List Web inquiries.
Next steps
Create Web inquiry
Use
template_key after publishing a template.Quickstart
Hosted capture and return URL flow.