Updates A Transfer Document Header.
updates_a_transfer_document_headerUpdate transfer document header fields such as title, notes, and status to move documents through workflow states in Procore.
Instructions
Updates header fields such as title, notes, and status on the transfer document. Use status transitions to move the transfer through its workflow states. Send only the fields you intend to change; omitted fields keep their current values. company_id and project_id default to the values set by procore_set_config when omitted, and id must identify an existing parent record — resolve it with the matching list tool first. Returns the modified transfer document header on success. 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: id, company_id, project_id. Procore API (v2.0): Resource Management > Materials Management. Endpoint: PATCH /rest/v2.0/companies/{company_id}/projects/{project_id}/materials_mgmt/transfers/{id}
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | Yes | URL path parameter — the transfer document ID. | |
| name | No | JSON request body field — name of the document header. | |
| notes | No | JSON request body field — notes associated with the document header. | |
| state | No | JSON request body field — the state for this Materials Management operation | |
| company_id | Yes | URL path parameter — the company identifier | |
| project_id | Yes | URL path parameter — the project identifier | |
| description | No | JSON request body field — description of the document header. | |
| properties_to_add | No | JSON request body field — collection of resource parameters to add to the document header. | |
| properties_to_delete | No | JSON request body field — collection of resource parameters to delete from the document header. | |
| properties_to_update | No | JSON request body field — collection of resource parameters to update in the document header. |