Update TaskTemplate

Updates an existing TaskTemplate. Task templates define reusable task configurations with default values.

PUT /api/task-templates/{id}

Update TaskTemplate

cURL

curl --request PUT \
  --url https://platform.kodexa.ai/api/task-templates/{id} \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "changeSequence": 123,
  "deprecated": true,
  "description": "<string>",
  "extensionPackRef": "<string>",
  "initialStatusSlug": "<string>",
  "metadata": {
    "actions": [
      {
        "label": "<string>",
        "properties": {},
        "slug": "<string>",
        "type": "<string>",
        "uuid": "<string>"
      }
    ],
    "agentShortcuts": [
      {
        "id": "<string>",
        "label": "<string>",
        "prompt": "<string>",
        "icon": "<string>"
      }
    ],
    "aiNaming": {
      "enabled": true,
      "prompt": "<string>"
    },
    "chatPrompt": {
      "enabled": true,
      "prompt": "<string>"
    },
    "companion": {
      "agentRuntimeRef": "<string>",
      "moduleRefs": [
        "<string>"
      ],
      "prompt": "<string>"
    },
    "documentFamilyGroups": [
      {
        "automaticallyAdd": true,
        "documentFamilyFilter": "<string>",
        "editable": true,
        "hardMaxPages": 123,
        "knowledgeFeatures": [
          {
            "featureTypeRef": "<string>",
            "required": true
          }
        ],
        "maxHits": 123,
        "maxPages": 123,
        "maxSize": 123,
        "name": "<string>",
        "notes": "<string>",
        "required": true,
        "sort": "<string>",
        "titlePrompt": "<string>",
        "uniqueFilenames": true,
        "uploadOnly": true
      }
    ],
    "executionPolicy": {
      "backoffBaseSeconds": 123,
      "backoffStrategy": "<string>",
      "maxAttempts": 123,
      "onExhausted": "<string>",
      "timeoutSeconds": 123
    },
    "forms": [
      {
        "actions": [
          {
            "label": "<string>",
            "properties": {},
            "slug": "<string>",
            "type": "<string>",
            "uuid": "<string>"
          }
        ],
        "availablePanels": {},
        "dataFormRef": "<string>",
        "properties": {}
      }
    ],
    "options": [
      {
        "aliases": [
          "<string>"
        ],
        "default": "<unknown>",
        "description": "<string>",
        "developerOnly": true,
        "displayProperties": {},
        "falseLabel": "<string>",
        "featureFlag": "<string>",
        "groupOptions": "<array>",
        "hint": "<string>",
        "label": "<string>",
        "listDescription": "<string>",
        "listLabel": "<string>",
        "listType": "<string>",
        "name": "<string>",
        "overviewMarkdown": "<string>",
        "possibleValues": [
          {
            "description": "<string>",
            "label": "<string>",
            "value": "<unknown>"
          }
        ],
        "properties": {},
        "required": true,
        "showIf": "<string>",
        "showOnPopup": true,
        "subType": "<string>",
        "supportArticle": "<string>",
        "tabName": "<string>",
        "type": "<string>"
      }
    ],
    "priority": 123,
    "properties": {},
    "teamSlug": "<string>",
    "workspaceId": "<string>"
  },
  "name": "<string>",
  "orgSlug": "<string>",
  "organization": {
    "id": "<string>"
  },
  "project": {
    "changeSequence": 123,
    "color": "#4A90D9",
    "createdOn": "2023-11-07T05:31:56Z",
    "dataFlow": {
      "edges": [
        {
          "id": "<string>",
          "properties": {},
          "source": "<string>",
          "target": "<string>"
        }
      ],
      "nodes": [
        {
          "dimensions": {
            "height": 123,
            "width": 123
          },
          "id": "<string>",
          "parentId": "<string>",
          "position": {
            "x": 123,
            "y": 123
          },
          "properties": {},
          "type": "<string>"
        }
      ],
      "viewPort": {
        "x": 123,
        "y": 123,
        "zoom": 123
      }
    },
    "description": "Automated invoice processing pipeline.",
    "documentStatuses": [
      {
        "changeSequence": 123,
        "color": "<string>",
        "createdOn": "2023-11-07T05:31:56Z",
        "icon": "<string>",
        "id": "<string>",
        "projectId": "<string>",
        "slug": "<string>",
        "status": "<string>",
        "updatedOn": "2023-11-07T05:31:56Z",
        "uuid": "<string>",
        "project": null
      }
    ],
    "id": "7c9e6679-7425-40de-944b-e07fc1f90ae7",
    "memory": {
      "changeSequence": 123,
      "orderedDashboards": [
        "<string>"
      ],
      "recentFilters": {},
      "recentQueries": {}
    },
    "name": "Invoice Processing",
    "notes": "<string>",
    "options": {
      "companion": {
        "agentRuntimeRef": "<string>",
        "moduleRefs": [
          "<string>"
        ],
        "prompt": "<string>"
      },
      "dataOptions": [
        {
          "aliases": [
            "<string>"
          ],
          "default": "<unknown>",
          "description": "<string>",
          "developerOnly": true,
          "displayProperties": {},
          "falseLabel": "<string>",
          "featureFlag": "<string>",
          "groupOptions": "<array>",
          "hint": "<string>",
          "label": "<string>",
          "listDescription": "<string>",
          "listLabel": "<string>",
          "listType": "<string>",
          "name": "<string>",
          "overviewMarkdown": "<string>",
          "possibleValues": [
            {
              "description": "<string>",
              "label": "<string>",
              "value": "<unknown>"
            }
          ],
          "properties": {},
          "required": true,
          "showIf": "<string>",
          "showOnPopup": true,
          "subType": "<string>",
          "supportArticle": "<string>",
          "tabName": "<string>",
          "type": "<string>"
        }
      ],
      "dataProperties": {},
      "executionPolicy": {
        "backoffBaseSeconds": 123,
        "backoffStrategy": "<string>",
        "maxAttempts": 123,
        "onExhausted": "<string>",
        "timeoutSeconds": 123
      },
      "groupTaxonTypeFeatures": {},
      "options": [
        {
          "aliases": [
            "<string>"
          ],
          "default": "<unknown>",
          "description": "<string>",
          "developerOnly": true,
          "displayProperties": {},
          "falseLabel": "<string>",
          "featureFlag": "<string>",
          "groupOptions": "<array>",
          "hint": "<string>",
          "label": "<string>",
          "listDescription": "<string>",
          "listLabel": "<string>",
          "listType": "<string>",
          "name": "<string>",
          "overviewMarkdown": "<string>",
          "possibleValues": [
            {
              "description": "<string>",
              "label": "<string>",
              "value": "<unknown>"
            }
          ],
          "properties": {},
          "required": true,
          "showIf": "<string>",
          "showOnPopup": true,
          "subType": "<string>",
          "supportArticle": "<string>",
          "tabName": "<string>",
          "type": "<string>"
        }
      ],
      "properties": {},
      "taskOptions": {
        "showNewTask": true
      },
      "taxonTypeFeatures": {}
    },
    "organization": {
      "authGroupLink": {
        "authGroup": "<string>"
      },
      "changeSequence": 123,
      "createdOn": "2023-11-07T05:31:56Z",
      "defaultToPrivateTemplates": true,
      "description": "Document processing organization for Acme Corp.",
      "enterpriseOrganization": true,
      "features": {},
      "hasImage": true,
      "id": "550e8400-e29b-41d4-a716-446655440000",
      "memory": {
        "orderedDashboards": [
          "<string>"
        ]
      },
      "name": "Acme Corp",
      "organizationStatus": "ACTIVE",
      "properties": {},
      "publicAccess": true,
      "searchText": "<string>",
      "slug": "acme-corp",
      "stripeCustomerId": "<string>",
      "supportAccess": true,
      "supportAccessExpiresAt": "2023-11-07T05:31:56Z",
      "updatedOn": "2023-11-07T05:31:56Z",
      "uuid": "550e8400e29b41d4a716446655440000",
      "archived": true
    },
    "organizationId": "<string>",
    "owner": {
      "active": true,
      "bio": "<string>",
      "businessGroup": "<string>",
      "changeSequence": 123,
      "createdOn": "2023-11-07T05:31:56Z",
      "email": "<string>",
      "firstName": "<string>",
      "groupsJson": "<string>",
      "id": "<string>",
      "image": "<string>",
      "invited": true,
      "isExternallyManaged": true,
      "lastName": "<string>",
      "preferences": {
        "showOnboarding": true,
        "showScrollbars": true,
        "showWelcomeMessage": true
      },
      "rolesJson": "<string>",
      "searchText": "<string>",
      "security": {
        "roles": [
          "<string>"
        ]
      },
      "showDeveloperTools": true,
      "title": "<string>",
      "updatedOn": "2023-11-07T05:31:56Z",
      "userHash": "<string>",
      "userStorage": {
        "favoriteLinks": [
          {
            "link": "<string>"
          }
        ]
      },
      "userType": "<string>",
      "uuid": "<string>"
    },
    "ownerId": "<string>",
    "projectTemplateRef": "<string>",
    "searchText": "<string>",
    "slug": "invoice-processing",
    "status": {
      "changeSequence": 123,
      "color": "<string>",
      "createdOn": "2023-11-07T05:31:56Z",
      "icon": "<string>",
      "id": "<string>",
      "organization": {
        "authGroupLink": {
          "authGroup": "<string>"
        },
        "changeSequence": 123,
        "createdOn": "2023-11-07T05:31:56Z",
        "defaultToPrivateTemplates": true,
        "description": "Document processing organization for Acme Corp.",
        "enterpriseOrganization": true,
        "features": {},
        "hasImage": true,
        "id": "550e8400-e29b-41d4-a716-446655440000",
        "memory": {
          "orderedDashboards": [
            "<string>"
          ]
        },
        "name": "Acme Corp",
        "organizationStatus": "ACTIVE",
        "properties": {},
        "publicAccess": true,
        "searchText": "<string>",
        "slug": "acme-corp",
        "stripeCustomerId": "<string>",
        "supportAccess": true,
        "supportAccessExpiresAt": "2023-11-07T05:31:56Z",
        "updatedOn": "2023-11-07T05:31:56Z",
        "uuid": "550e8400e29b41d4a716446655440000",
        "archived": true
      },
      "organizationId": "<string>",
      "production": true,
      "status": "<string>",
      "updatedOn": "2023-11-07T05:31:56Z",
      "uuid": "<string>"
    },
    "statusId": "<string>",
    "statusType": "ACTIVE",
    "templateArticleId": "<string>",
    "updatedOn": "2023-11-07T05:31:56Z",
    "uuid": "7c9e667974254de944be07fc1f90ae7"
  },
  "projectId": "<string>",
  "publicAccess": true,
  "ref": "<string>",
  "slug": "<string>",
  "template": true,
  "title": "<string>",
  "type": "<string>",
  "uri": "<string>",
  "yamlSource": "<string>"
}
'

200

{
  "changeSequence": 123,
  "createdOn": "2023-11-07T05:31:56Z",
  "deleted": true,
  "deprecated": true,
  "description": "<string>",
  "id": "<string>",
  "metadata": {
    "actions": [
      {
        "label": "<string>",
        "properties": {},
        "slug": "<string>",
        "type": "<string>",
        "uuid": "<string>"
      }
    ],
    "agentShortcuts": [
      {
        "id": "<string>",
        "label": "<string>",
        "prompt": "<string>",
        "icon": "<string>"
      }
    ],
    "aiNaming": {
      "enabled": true,
      "prompt": "<string>"
    },
    "chatPrompt": {
      "enabled": true,
      "prompt": "<string>"
    },
    "companion": {
      "agentRuntimeRef": "<string>",
      "moduleRefs": [
        "<string>"
      ],
      "prompt": "<string>"
    },
    "documentFamilyGroups": [
      {
        "automaticallyAdd": true,
        "documentFamilyFilter": "<string>",
        "editable": true,
        "hardMaxPages": 123,
        "knowledgeFeatures": [
          {
            "featureTypeRef": "<string>",
            "required": true
          }
        ],
        "maxHits": 123,
        "maxPages": 123,
        "maxSize": 123,
        "name": "<string>",
        "notes": "<string>",
        "required": true,
        "sort": "<string>",
        "titlePrompt": "<string>",
        "uniqueFilenames": true,
        "uploadOnly": true
      }
    ],
    "executionPolicy": {
      "backoffBaseSeconds": 123,
      "backoffStrategy": "<string>",
      "maxAttempts": 123,
      "onExhausted": "<string>",
      "timeoutSeconds": 123
    },
    "forms": [
      {
        "actions": [
          {
            "label": "<string>",
            "properties": {},
            "slug": "<string>",
            "type": "<string>",
            "uuid": "<string>"
          }
        ],
        "availablePanels": {},
        "dataFormRef": "<string>",
        "properties": {}
      }
    ],
    "options": [
      {
        "aliases": [
          "<string>"
        ],
        "default": "<unknown>",
        "description": "<string>",
        "developerOnly": true,
        "displayProperties": {},
        "falseLabel": "<string>",
        "featureFlag": "<string>",
        "groupOptions": "<array>",
        "hint": "<string>",
        "label": "<string>",
        "listDescription": "<string>",
        "listLabel": "<string>",
        "listType": "<string>",
        "name": "<string>",
        "overviewMarkdown": "<string>",
        "possibleValues": [
          {
            "description": "<string>",
            "label": "<string>",
            "value": "<unknown>"
          }
        ],
        "properties": {},
        "required": true,
        "showIf": "<string>",
        "showOnPopup": true,
        "subType": "<string>",
        "supportArticle": "<string>",
        "tabName": "<string>",
        "type": "<string>"
      }
    ],
    "priority": 123,
    "properties": {},
    "teamSlug": "<string>",
    "workspaceId": "<string>"
  },
  "name": "<string>",
  "organizationId": "<string>",
  "publicAccess": true,
  "slug": "<string>",
  "template": true,
  "updatedOn": "2023-11-07T05:31:56Z",
  "uuid": "<string>",
  "deleteUserEmail": "<string>",
  "deleteUserId": "<string>",
  "deletedDate": "2023-11-07T05:31:56Z",
  "extensionPackRef": "<string>",
  "initialStatusSlug": "<string>",
  "orgSlug": "<string>",
  "organization": {
    "id": "<string>"
  },
  "project": {
    "changeSequence": 123,
    "color": "#4A90D9",
    "createdOn": "2023-11-07T05:31:56Z",
    "dataFlow": {
      "edges": [
        {
          "id": "<string>",
          "properties": {},
          "source": "<string>",
          "target": "<string>"
        }
      ],
      "nodes": [
        {
          "dimensions": {
            "height": 123,
            "width": 123
          },
          "id": "<string>",
          "parentId": "<string>",
          "position": {
            "x": 123,
            "y": 123
          },
          "properties": {},
          "type": "<string>"
        }
      ],
      "viewPort": {
        "x": 123,
        "y": 123,
        "zoom": 123
      }
    },
    "description": "Automated invoice processing pipeline.",
    "documentStatuses": [
      {
        "changeSequence": 123,
        "color": "<string>",
        "createdOn": "2023-11-07T05:31:56Z",
        "icon": "<string>",
        "id": "<string>",
        "projectId": "<string>",
        "slug": "<string>",
        "status": "<string>",
        "statusType": "UNRESOLVED",
        "updatedOn": "2023-11-07T05:31:56Z",
        "uuid": "<string>",
        "project": null
      }
    ],
    "id": "7c9e6679-7425-40de-944b-e07fc1f90ae7",
    "memory": {
      "changeSequence": 123,
      "orderedDashboards": [
        "<string>"
      ],
      "recentFilters": {},
      "recentQueries": {}
    },
    "name": "Invoice Processing",
    "notes": "<string>",
    "options": {
      "companion": {
        "agentRuntimeRef": "<string>",
        "moduleRefs": [
          "<string>"
        ],
        "prompt": "<string>"
      },
      "dataOptions": [
        {
          "aliases": [
            "<string>"
          ],
          "default": "<unknown>",
          "description": "<string>",
          "developerOnly": true,
          "displayProperties": {},
          "falseLabel": "<string>",
          "featureFlag": "<string>",
          "groupOptions": "<array>",
          "hint": "<string>",
          "label": "<string>",
          "listDescription": "<string>",
          "listLabel": "<string>",
          "listType": "<string>",
          "name": "<string>",
          "overviewMarkdown": "<string>",
          "possibleValues": [
            {
              "description": "<string>",
              "label": "<string>",
              "value": "<unknown>"
            }
          ],
          "properties": {},
          "required": true,
          "showIf": "<string>",
          "showOnPopup": true,
          "subType": "<string>",
          "supportArticle": "<string>",
          "tabName": "<string>",
          "type": "<string>"
        }
      ],
      "dataProperties": {},
      "executionPolicy": {
        "backoffBaseSeconds": 123,
        "backoffStrategy": "<string>",
        "maxAttempts": 123,
        "onExhausted": "<string>",
        "timeoutSeconds": 123
      },
      "groupTaxonTypeFeatures": {},
      "options": [
        {
          "aliases": [
            "<string>"
          ],
          "default": "<unknown>",
          "description": "<string>",
          "developerOnly": true,
          "displayProperties": {},
          "falseLabel": "<string>",
          "featureFlag": "<string>",
          "groupOptions": "<array>",
          "hint": "<string>",
          "label": "<string>",
          "listDescription": "<string>",
          "listLabel": "<string>",
          "listType": "<string>",
          "name": "<string>",
          "overviewMarkdown": "<string>",
          "possibleValues": [
            {
              "description": "<string>",
              "label": "<string>",
              "value": "<unknown>"
            }
          ],
          "properties": {},
          "required": true,
          "showIf": "<string>",
          "showOnPopup": true,
          "subType": "<string>",
          "supportArticle": "<string>",
          "tabName": "<string>",
          "type": "<string>"
        }
      ],
      "properties": {},
      "taskOptions": {
        "showNewTask": true
      },
      "taxonTypeFeatures": {}
    },
    "organization": {
      "authGroupLink": {
        "authGroup": "<string>"
      },
      "changeSequence": 123,
      "createdOn": "2023-11-07T05:31:56Z",
      "defaultToPrivateTemplates": true,
      "description": "Document processing organization for Acme Corp.",
      "enterpriseOrganization": true,
      "features": {},
      "hasImage": true,
      "id": "550e8400-e29b-41d4-a716-446655440000",
      "memory": {
        "orderedDashboards": [
          "<string>"
        ]
      },
      "name": "Acme Corp",
      "organizationStatus": "ACTIVE",
      "properties": {},
      "publicAccess": true,
      "searchText": "<string>",
      "slug": "acme-corp",
      "stripeCustomerId": "<string>",
      "supportAccess": true,
      "supportAccessExpiresAt": "2023-11-07T05:31:56Z",
      "updatedOn": "2023-11-07T05:31:56Z",
      "uuid": "550e8400e29b41d4a716446655440000",
      "archived": true
    },
    "organizationId": "<string>",
    "owner": {
      "active": true,
      "bio": "<string>",
      "businessGroup": "<string>",
      "changeSequence": 123,
      "createdOn": "2023-11-07T05:31:56Z",
      "email": "<string>",
      "firstName": "<string>",
      "groupsJson": "<string>",
      "id": "<string>",
      "image": "<string>",
      "invited": true,
      "isExternallyManaged": true,
      "lastName": "<string>",
      "preferences": {
        "showOnboarding": true,
        "showScrollbars": true,
        "showWelcomeMessage": true
      },
      "rolesJson": "<string>",
      "searchText": "<string>",
      "security": {
        "roles": [
          "<string>"
        ]
      },
      "showDeveloperTools": true,
      "title": "<string>",
      "updatedOn": "2023-11-07T05:31:56Z",
      "userHash": "<string>",
      "userStorage": {
        "favoriteLinks": [
          {
            "link": "<string>"
          }
        ]
      },
      "userType": "<string>",
      "uuid": "<string>"
    },
    "ownerId": "<string>",
    "projectTemplateRef": "<string>",
    "searchText": "<string>",
    "slug": "invoice-processing",
    "status": {
      "changeSequence": 123,
      "color": "<string>",
      "createdOn": "2023-11-07T05:31:56Z",
      "icon": "<string>",
      "id": "<string>",
      "organization": {
        "authGroupLink": {
          "authGroup": "<string>"
        },
        "changeSequence": 123,
        "createdOn": "2023-11-07T05:31:56Z",
        "defaultToPrivateTemplates": true,
        "description": "Document processing organization for Acme Corp.",
        "enterpriseOrganization": true,
        "features": {},
        "hasImage": true,
        "id": "550e8400-e29b-41d4-a716-446655440000",
        "memory": {
          "orderedDashboards": [
            "<string>"
          ]
        },
        "name": "Acme Corp",
        "organizationStatus": "ACTIVE",
        "properties": {},
        "publicAccess": true,
        "searchText": "<string>",
        "slug": "acme-corp",
        "stripeCustomerId": "<string>",
        "supportAccess": true,
        "supportAccessExpiresAt": "2023-11-07T05:31:56Z",
        "updatedOn": "2023-11-07T05:31:56Z",
        "uuid": "550e8400e29b41d4a716446655440000",
        "archived": true
      },
      "organizationId": "<string>",
      "production": true,
      "status": "<string>",
      "updatedOn": "2023-11-07T05:31:56Z",
      "uuid": "<string>"
    },
    "statusId": "<string>",
    "statusType": "ACTIVE",
    "templateArticleId": "<string>",
    "updatedOn": "2023-11-07T05:31:56Z",
    "uuid": "7c9e667974254de944be07fc1f90ae7"
  },
  "projectId": "<string>",
  "ref": "<string>",
  "title": "<string>",
  "type": "<string>",
  "uri": "<string>",
  "yamlSource": "<string>"
}

Authorizations

x-api-keybearerAuth

x-api-key · string · header · required

API key for authentication. Create one from the Kodexa platform UI under Settings > Access Tokens.

Path Parameters

id · string<uuid> · required

Unique identifier (UUID) of the resource.

Body

application/json

A task template defines a reusable task configuration with default values.

changeSequence · integer<int32>

deprecated · boolean

description · string

extensionPackRef · string

initialStatusSlug · string | null

metadata · object

Show child attributes

name · string

orgSlug · string

organization · object | null

Show child attributes

project · object | null

A project groups related document stores, assistants, tasks, and processing pipelines within an organization.

Show child attributes

projectId · string | null

publicAccess · boolean

ref · string

slug · string

template · boolean

title · string

type · string

uri · string

Computed resource URI (scheme://orgSlug/slug), present on serialized responses.

yamlSource · string | null

Response

200

application/json

Updated TaskTemplate

A task template defines a reusable task configuration with default values.

changeSequence · integer<int32> · required

createdOn · string<date-time> · required

deleted · boolean · required

deprecated · boolean · required

description · string · required

id · string · required

metadata · object · required

Show child attributes

name · string · required

organizationId · string · required

publicAccess · boolean · required

slug · string · required

template · boolean · required

updatedOn · string<date-time> · required

uuid · string · required

deleteUserEmail · string | null

deleteUserId · string | null

deletedDate · string<date-time> | null

extensionPackRef · string

initialStatusSlug · string | null

orgSlug · string

organization · object | null

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project · object | null

A project groups related document stores, assistants, tasks, and processing pipelines within an organization.

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projectId · string | null

ref · string

title · string

type · string

uri · string

Computed resource URI (scheme://orgSlug/slug), present on serialized responses.

yamlSource · string | null