Switch deal template

Switches the deal record to a new template

Switch deal template

POST https://ris.rightsline.com/v4/deal/:id/switch-template

This endpoint allows you to change the template of an deal.

Path Parameters

Name	Type	Description
id*	string	ID of the deal to switch the template of.

Headers

Name	Type	Description
x-api-key	string	Your company's API key.
Authentication	string	Authentication token.

Request Body

Name	Type	Description
id*	string	ID of the deal to switch the template of.
newTemplateId*	string	The ID of the new template.
title	string	Title of the record.
template.templateId*	string	The current template ID.
copyParties	boolean	Set to false to discrd all parties.

200 Template switched. Returns template switch object.

{
    "id": 1,
    "relationshipsNotMigrated": {
        "parties": [],
        "associations": {}
    },
    "characteristicsNotMigrated": [],
    "characteristicsRequiredOnNewTemplate": []
}

Check the new template before switching

POST https://ris.rightsline.com/v4/deal/:id/switch-template-check

This endpoint allows you to check what will happen to a record before switching the template.

Path Parameters

Name	Type	Description
id	string	ID of the deal to switch the template of.

Headers

Name	Type	Description
x-api-key	string	Your company's API key.
Authentication	string	Authentication token.

Request Body

Name	Type	Description
id	string	ID of the deal to switch the template of.
newTemplateId	string	The ID of the new template.
title	string	Title of the record.
template.templateId	string	The current template ID.

200 Returns template check object.

{
   "relationshipsNotMigrated": {
        "parties": [],
        "associations": {}
    },
    "characteristicsNotMigrated": [],
    "characteristicsRequiredOnNewTemplate": []
}