Create Project Action Plan Template Reference
create_project_action_plan_template_referenceCreate a project action plan template reference in Procore to attach documents, drawings, or other items to a template item. Specify type and payload to link the reference.
Instructions
Creates a new project action plan template reference in the specified Procore project. Pass the record's fields as top-level arguments — they are nested under "plan_template_reference" in the request payload for you. project_id defaults to the value set by procore_set_config when omitted. Creates the project action plan template reference and returns it with its new id (HTTP 201); calling it again creates another record. Failures come back as an error payload carrying the HTTP status — commonly 401 when the token has expired, 403 without tool permission, and 404 when an id does not resolve. Required parameters: project_id, plan_template_item_id, type, payload. Procore API: Project Management > Action Plans. Endpoint: POST /rest/v1.0/projects/{project_id}/action_plans/plan_template_references
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| type | Yes | JSON request body field — action Plan Reference Type | |
| payload | Yes | JSON request body field — one of attachment, drawing_revision_id, file_version_id, specification_section_id, generic_tool_item_id, form_id, image_id, meeting_id, or observation_item_id is accepted depending on the type prov... | |
| project_id | Yes | URL path parameter — unique identifier for the project. | |
| plan_template_item_id | Yes | JSON request body field — project Action Plan Template Item ID |