Form Templates

List Form Templates

get

List all form templates for a workspace.

Authorizations
AuthorizationstringRequired

API key issued via POST /v1/{workspace_id}/api-keys. Pass the returned api_key value as a Bearer token.

Path parameters
workspace_idstring · uuidRequired
Query parameters
categoryany ofOptional
string · enumOptionalPossible values:
or
nullOptional
patient_typeany ofOptional
string · enumOptionalPossible values:
or
nullOptional
Responses
chevron-right
200

Successful Response

application/json

List of form templates for a workspace.

get
/v1/{workspace_id}/settings/form-templates

Update Form Templates

put

Replace all form templates for a workspace.

Authorizations
AuthorizationstringRequired

API key issued via POST /v1/{workspace_id}/api-keys. Pass the returned api_key value as a Bearer token.

Path parameters
workspace_idstring · uuidRequired
Body

Replace all form templates.

Responses
chevron-right
200

Successful Response

application/json

List of form templates for a workspace.

put
/v1/{workspace_id}/settings/form-templates

Get Form Template

get

Get a single form template by ID.

Authorizations
AuthorizationstringRequired

API key issued via POST /v1/{workspace_id}/api-keys. Pass the returned api_key value as a Bearer token.

Path parameters
workspace_idstring · uuidRequired
template_idstring · uuidRequired
Responses
chevron-right
200

Successful Response

application/json

Reusable form template with sections, prefill, branding.

Extends DataTemplate concept. Up to 200 fields, organized in sections. Stored in workspace settings["form_templates"] JSONB.

Examples:

  • New patient intake (85 fields, 11 sections)
  • Returning patient update (27 fields, 5 sections)
  • Pre-surgery checklist (15 fields, 3 sections)
  • PHQ-9 screening (10 fields, 1 section)
idstring · uuidOptional
namestring · min: 1 · max: 256Required
descriptionany ofOptional
string · max: 2000Optional
or
nullOptional
categorystring · enumOptionalDefault: customPossible values:
patient_typestring · enumOptionalDefault: anyPossible values:
brandingany ofOptional
or
nullOptional
completion_titleany ofOptional
string · max: 256Optional
or
nullOptional
completion_messageany ofOptional
string · max: 2000Optional
or
nullOptional
completion_action_urlany ofOptional
string · max: 2048Optional
or
nullOptional
submit_button_textany ofOptional
string · max: 128Optional
or
nullOptional
activebooleanOptionalDefault: true
versioninteger · min: 1OptionalDefault: 1
get
/v1/{workspace_id}/settings/form-templates/{template_id}

Resolve Form Template

post

Resolve a form template with prefill values from entity state.

Returns a hydrated SurfaceSpec ready to be passed to create_surface. Fields with matching data in entity state get prefill_value set. For returning patient templates, completed optional fields are stripped.

Authorizations
AuthorizationstringRequired

API key issued via POST /v1/{workspace_id}/api-keys. Pass the returned api_key value as a Bearer token.

Path parameters
workspace_idstring · uuidRequired
template_idstring · uuidRequired
Body

Resolve a form template for a specific entity.

entity_idstring · uuidRequired
Responses
chevron-right
200

Successful Response

application/json

Resolved SurfaceSpec with prefill values.

prefilled_countintegerRequired
total_fieldsintegerRequired
post
/v1/{workspace_id}/settings/form-templates/{template_id}/resolve

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