Update a template

Update a template's name, description, and target-specific fields inside model_attributes. The dispatcher routes to a target-aware form: deal updates retainer fields (when the retainer feature is enabled), budget updates color (propagated to the underlying budget). Renaming a template also renames the wrapped target.

Rename a template

{ "data": { "type": "templates", "attributes": { "name": "Onboarding playbook v2" } } }

Update a deal template's retainer cadence

{
  "data": {
    "type": "templates",
    "attributes": {
      "model_attributes": {
        "retainer_interval": "month",
        "retainer_interval_count": 6
      }
    }
  }
}

Update a budget template's color

{
  "data": {
    "type": "templates",
    "attributes": { "model_attributes": { "color_id": 7 } }
  }
}